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Southern Ohio Chamber Alliance Benefit Plan

Soca Benefit Plan
  • Cincinnati, OH
  • Tax-exempt since Sept. 2016
  • EIN: 47-1277622

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$546M (2023)

Expenses
$542M (2023)

Total Assets
$67.6M (2023)

Total Liabilities
$53.4M (2023)

Source: Form 990 tax filings from 2016 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$546,217,775
Expenses
$542,114,572
Net Income
$4,103,203
Net Assets
$14,234,704
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $543,757,753
99.5%
Investment Income $2,460,022
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $67,612,656
Total Liabilities $53,377,952
Net Assets $14,234,704
Compensation
Key Employees and Officers Compensation Related Other
Jed Eric Metzger (Trustee) $0 $0 $0
Cynthia Margaret Holzheimer (Trustee) $0 $0 $0
Matthew Patrick Owen (Trustee Chairperson) $0 $0 $0
Janet Lee Davis (Trustee Treasurer) $0 $0 $0
Richard Michael Pearce (Trustee) $0 $0 $0
Matthew James Appenzeller (Plan Administrator) $0 $0 $0
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Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$497,734,023
Expenses
$496,674,447
Net Income
$1,059,576
Net Assets
$10,131,501
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $497,320,137
99.9%
Investment Income $413,886
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $78,834,639
Total Liabilities $68,703,138
Net Assets $10,131,501
Compensation
Key Employees and Officers Compensation Related Other
Jed Eric Metzger (Trustee) $0 $0 $0
Cynthia Margaret Holzheimer (Trustee) $0 $0 $0
Matthew Patrick Owen (Trustee Chairperson) $0 $0 $0
Janet Lee Davis (Trustee Treasurer) $0 $0 $0
Richard Michael Pearce (Trustee) $0 $0 $0
Matthew James Appenzeller (Plan Administrator) $0 $0 $0
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Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$407,997,087
Expenses
$405,934,412
Net Income
$2,062,675
Net Assets
$9,071,925
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $407,987,868
100.0%
Investment Income $9,219
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,448,253
Total Liabilities $47,376,328
Net Assets $9,071,925
Compensation
Key Employees and Officers Compensation Related Other
Jed Eric Metzger (Trustee Treasurer) $0 $0 $0
Cynthia Margaret Holzheimer (Trustee) $0 $0 $0
Matthew Patrick Owen (Trustee Chairperson) $0 $0 $0
Janet Lee Davis (Trustee) $0 $0 $0
Richard Michael Pearce (Trustee) $0 $0 $0
Matthew James Appenzeller (Plan Administrator) $0 $0 $0
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Document Links

990
Filed on Nov. 3, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$308,166,507
Expenses
$307,082,696
Net Income
$1,083,811
Net Assets
$7,009,250
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $308,081,425
100.0%
Investment Income $85,082
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,524,657
Total Liabilities $28,515,407
Net Assets $7,009,250
Compensation
Key Employees and Officers Compensation Related Other
Catherine Marie Hutton (Trustee Chairperson) $0 $0 $0
Jed Eric Metzger (Trustee Treasurer) $0 $0 $0
Cynthia Margaret Holzheimer (Trustee) $0 $0 $0
Matthew Patrick Owen (Trustee Chairperson) $0 $0 $0
Janet Lee Davis (Trustee) $0 $0 $0
Richard Michael Pearce (Trustee) $0 $0 $0
Matthew James Appenzeller (Plan Administrator) $0 $0 $0
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Document Links

990
Filed on Nov. 10, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,731,624
Expenses
$203,228,953
Net Income
$2,502,671
Net Assets
$5,925,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $205,528,277
99.9%
Investment Income $203,347
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,653,425
Total Liabilities $19,727,986
Net Assets $5,925,439
Compensation
Key Employees and Officers Compensation Related Other
Catherine Marie Hutton (Trustee Chairperson) $0 $0 $0
Jed Eric Metzger (Trustee Treasurer) $0 $0 $0
Cindy Holzheimer (Trustee) $0 $0 $0
Matthew Patrick Owen (Trustee) $0 $0 $0
Janet Lee Davis (Trustee) $0 $0 $0
Matt Appenzeller (Plan Administrator) $0 $0 $0
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Document Links

990
Filed on Nov. 4, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,256,774
Expenses
$101,266,677
Net Income
$1,990,097
Net Assets
$3,422,768
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $103,153,681
99.9%
Investment Income $103,093
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,738,964
Total Liabilities $10,316,196
Net Assets $3,422,768
Compensation
Key Employees and Officers Compensation Related Other
Catherine Marie Hutton (Trustee Chairperson) $0 $0 $0
Jed Metzger (Trustee) $0 $0 $0
Janet Davis (Trustee) $0 $0 $0
Victoria Hawke (Trustee) $0 $0 $0
Matt Appenzeller (Plan Administrator) $0 $0 $0
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Document Links

990
Filed on Oct. 28, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,306,828
Expenses
$46,617,308
Net Income
$689,520
Net Assets
$1,432,671
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,286,917
100.0%
Investment Income $19,911
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,163,034
Total Liabilities $8,730,363
Net Assets $1,432,671
Compensation
Key Employees and Officers Compensation Related Other
Catherine Marie Hutton (Trustee Chairperson) $0 $0 $0
Jed Metzger (Trustee) $0 $0 $0
Janet Davis (Trustee) $0 $0 $0
Matthew Owen (Trustee) $0 $0 $0
Victoria Hawke (Trustee) $0 $0 $0
Matt Appenzeller (Plan Administrator) $0 $0 $0
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Document Links

990
Filed on Nov. 6, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,764,709
Expenses
$10,531,558
Net Income
$233,151
Net Assets
$743,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,762,722
100.0%
Investment Income $1,987
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,309,391
Total Liabilities $4,566,240
Net Assets $743,151
Compensation
Key Employees and Officers Compensation Related Other
Catherine Marie Hutton (Trustee Chairperson) $0 $0 $0
Jed Metzger (Trustee) $0 $0 $0
Richard Arnold (Trustee) $0 $0 $0
Matt Appenzeller (Plan Administrator) $0 $0 $0
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Document Links

990
Filed on Nov. 13, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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