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SOUTHERN OHIO CHAMBER ALLIANCE

EIN 31-1398387 CINCINNATI, OH

Largest nonprofits in Ohio

Revenue 2024
$2,279,577
Expenses 2024
$2,039,035

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
06
Classification
1000
Street
1435 VINE ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

3 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

SMALL EMPLOYER HEALTH CARE ALLIANCE IN ACCORDANCE WITH CHAPTER 1731 OF THE OHIO REVISED CODE. SOUTHERN OHIO CHAMBER ALLIANCE ENGAGES MEMBERS OF 129 CHAMBERS OF COMMERCE IN THE STATE OF OHIO BY OFFERING VALUE ADDED PRODUCTS AND SERVICES.

Activities or mission (Part I)

AS A SMALL EMPLOYER HEALTH CARE ALLIANCE AUTHORIZED BY THE OHIO REVISED CODE, SOCA NEGOTIATES BENEFITS FOR CHAMBERS OF COMMERCE SO THAT THEY, IN TURN, CAN OFFER MUCH-NEEDED BENEFITS TO THEIR CHAMBER MEMBERS. SEVERAL BENEFITS ARE DESIGNED SOLELY FOR BUSINESS OWNERS, THEIR EMPLOYEES, AND THEIR FAMILIES.

  • SERVES 129 CHAMBERS OF COMMERCE IN THE STATE OF OHIO. IN 2024, THE SOUTHERN OHIO CHAMBER ALLIANCE SERVED MORE THAN 20,000 MEMBERS IN THE ANTHEM CHAMBER SAVER PLAN, MORE THAN 95,000 EMPLOYEES AND THEIR FAMILIES IN THE SOCA BENEFIT PLAN, AND OVER 900 EMPLOYERS IN WORKERS COMPENSATION GROUP RATING THROUGH THIRD PARTY ADMINISTRATOR HUNTER CONSULTING CO. SEVERAL HUNDRED EMPLOYERS ALSO USED THE CHAMBER ENERGY PROGRAM THROUGH COMMUNITY ENERGY ADVISORS, ELAVON MERCHANT SERVICES AND POINT OF SALE SYSTEMS, AND HUMAN RESOURCES SERVICES THROUGH CLARK SCHAEFFER HACKETT. SOCA ALSO PARTNERS WITH THE CHAMBER PROFESSIONAL OF OHIO TO PROVIDE TRAINING FOR CHAMBERS OF COMMERCE

    Expenses $2,025,380 · Revenue $205,672

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Sara Topp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Rick Pearce

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • David Donaldson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Matt Appenzeller

    EXECUTIVE DIRECTOR

    Total calculated
    $168,978
    From this org
    $160,182
    From related orgs
    $0
    Other
    $8,796
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,182
    Bonus
    $0
    Other
    $0
    Deferred
    $6,407
    Nontaxable benefits
    $2,389
    Filer's total
    $168,978
  • David Peterson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Wendy Rodgers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lydia Hess

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Joel Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mike Throne

    PRESIDENT/CEO

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $2,279,577
    Expenses
    $2,039,035
    Contributions
    $2,073,905
    Grants paid
    $0
  • 2023
    Revenue
    $2,113,668
    Expenses
    $1,806,089
    Contributions
    $2,022,303
    Grants paid
    $0
  • 2022
    Revenue
    $2,155,686
    Expenses
    $1,522,968
    Contributions
    $2,035,601
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $1,669,173
    Expenses
    $1,342,001
    Assets (EOY)
    $838,775
  • 2020 · 990

    Revenue
    $935,647
    Expenses
    $826,831
    Assets (EOY)
    $511,587
  • 2019 · 990

    Revenue
    $1,015,429
    Expenses
    $793,797
    Assets (EOY)
    $396,435
  • 2018 · 990

    Revenue
    $701,149
    Expenses
    $424,687
    Assets (EOY)
    $223,934
  • 2017 · 990

    Revenue
    $355,207
    Expenses
    $201,272
    Assets (EOY)
    $221,359
  • 2016 · 990-EZ

    Revenue
    $149,507
    Expenses
    $73,656
    Assets (EOY)
    $255,851
  • 2014 · 990-EZ

    Revenue
    $58,041
    Expenses
    $69,112
    Assets (EOY)
    $167,016
  • 2013 · 990-EZ

    Revenue
    $55,759
    Expenses
    $31,812
    Assets (EOY)
    $178,087

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Form 990-N e-Postcard, tax year 2012

Tax period
1 January 2012 to 31 December 2012
Principal officer
Cathy Hutton
Mailing address
PO BOX 49358DAYTON OH 454494533
Website
WWW.JOINSOCA.COM

As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.