Sozo
Sozo maintains lean operations with no reported officer compensation and minimal assets over a decade of consistent filing.
EIN: 203760939 · Rochester, NH · NTEE: X90 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $134K |
| Total Expenses | $58K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $97,354. |
| Net Assets | $1K |
| Transparency Score | 85/100 |
Is Sozo Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Sozo directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Sozo
Sozo (EIN: 203760939) is a nonprofit organization based in Rochester, NH, classified under NTEE code X90. The organization reported total revenue of $134K and total assets of $7K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sozo's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sozo is a small nonprofit that has been operating for 20 years, with 11 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 1.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $60K |
| Total Expenses | $58K |
| Surplus / Deficit | +$1K |
| Total Assets | $1K |
| Net Assets | $1K |
| Operating Margin | 2.5% |
| Months of Reserves | 0.3 months |
Financial Health Grade: A
In 2023, Sozo reported a surplus of $1K with revenue exceeding expenses, holds 0.3 months of operating reserves (limited).
Financial Trends
Over 11 years of filings (2012–2023), Sozo's revenue has grown at a compound annual growth rate (CAGR) of 1.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +12.2% | +18.6% | -74.1% |
| 2021 | -10.8% | -19.9% | +54.5% |
| 2020 | -38.7% | -35.3% | -30.1% |
| 2019 | +15.4% | -1.6% | +251.3% |
| 2018 | -9.0% | +13.9% | -70.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Sozo with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Sozo allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is reported as 0% across all 11 filings, indicating that officers are not compensated, which is highly unusual for an organization with over a decade of operations and revenues up to $97,354. This suggests a volunteer-led model or compensation is categorized differently, significantly reducing administrative overhead.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Sozo's IRS 990 filings:
- Lack of detailed expense breakdown (program, admin, fundraising) in provided data limits granular efficiency analysis.
- Very low asset base relative to total revenue over a decade, suggesting minimal reserves.
Strengths
The following positive indicators were identified for Sozo:
- Consistent 0% officer compensation across all 11 filings, indicating high dedication of resources to mission.
- Zero liabilities reported in all filings, demonstrating strong financial management and no debt.
- Long history of consistent IRS 990 filings (11 filings), indicating strong transparency and compliance.
- Expenses closely track revenues, suggesting efficient use of funds and lean operations (e.g., 2023 revenue $59,696 vs. expenses $58,206).
Frequently Asked Questions about Sozo
Is Sozo a legitimate charity?
Based on AI analysis of IRS 990 filings, Sozo (EIN: 203760939) some concerns. Mission Score: 85/100. 2 red flags identified, 4 strengths noted.
How does Sozo spend its money?
Sozo directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Sozo tax-deductible?
Sozo is registered as a tax-exempt nonprofit (EIN: 203760939). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Sozo CEO make?
Sozo's highest-compensated officer earns $97,354. annually. The organization reported $134K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Sozo compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Sozo is above average for NTEE category X90 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Sozo located?
Sozo is headquartered in Rochester, New Hampshire and files with the IRS under EIN 203760939. It is classified under NTEE code X90.
How many years of IRS 990 filings does Sozo have?
Sozo has 11 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $134K in total revenue.
Is Sozo a good charity?
Based on the available data, Sozo appears to be a well-managed charity with a strong commitment to its mission, evidenced by 0% officer compensation and consistent financial reporting. Its lean operations and lack of liabilities are positive indicators.
How does Sozo manage to operate without officer compensation?
The consistent reporting of 0% officer compensation suggests that Sozo is either entirely volunteer-run at the leadership level or that any compensation for leadership roles is categorized under other expense lines, though the former is more likely given the consistent reporting.
What is Sozo's financial stability like?
Sozo's financial stability is characterized by modest but positive assets (e.g., $6,814 latest, $5,747 in 2021) and zero liabilities across all filings, indicating a debt-free operation. Revenues generally cover expenses, though some years show slight deficits (e.g., 2018, 2020).
Filing History
IRS 990 filing history for Sozo showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2012–2023), Sozo's revenue has grown by 16.5%, moving from $51K to $60K. Total functional expenses rose by 1.4%, from $57K to $58K. In its most recent filing year (2023), Sozo reported a surplus of $1K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $60K | $58K | $1K | $0 | — | View 990 |
| 2021 | $53K | $49K | $6K | $0 | — | — |
| 2020 | $60K | $61K | $4K | $0 | — | — |
| 2019 | $97K | $95K | $5K | $0 | — | View 990 |
| 2018 | $84K | $96K | $2K | $0 | — | View 990 |
| 2017 | $93K | $84K | $5K | $0 | — | View 990 |
| 2016 | $42K | $43K | $-426 | $0 | — | View 990 |
| 2015 | $42K | $41K | $-5,483 | $0 | — | View 990 |
| 2014 | $72K | $79K | $0 | $0 | — | View 990 |
| 2013 | $60K | $48K | $1 | $0 | — | View 990 |
| 2012 | $51K | $57K | $0 | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $60K, expenses of $58K, and assets of $1K (revenue +12.2% year-over-year).
- 2021: Revenue of $53K, expenses of $49K, and assets of $6K (revenue -10.8% year-over-year).
- 2020: Revenue of $60K, expenses of $61K, and assets of $4K (revenue -38.7% year-over-year).
- 2019: Revenue of $97K, expenses of $95K, and assets of $5K (revenue +15.4% year-over-year).
- 2018: Revenue of $84K, expenses of $96K, and assets of $2K (revenue -9.0% year-over-year).
- 2017: Revenue of $93K, expenses of $84K, and assets of $5K (revenue +119.0% year-over-year).
- 2016: Revenue of $42K, expenses of $43K, and assets of $-426 (revenue +1.8% year-over-year).
- 2015: Revenue of $42K, expenses of $41K, and assets of $-5,483 (revenue -42.6% year-over-year).
- 2014: Revenue of $72K, expenses of $79K, and assets of $0 (revenue +21.8% year-over-year).
- 2013: Revenue of $60K, expenses of $48K, and assets of $1 (revenue +16.2% year-over-year).
- 2012: Revenue of $51K, expenses of $57K, and assets of $0.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sozo:
Data Sources and Methodology
This transparency report for Sozo is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.