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Nonprofit · EIN 31-1398387

SOUTHERN OHIO CHAMBER ALLIANCE

Tax-exempt · CINCINNATI, OH 45202

Financials

$2.1M$1.8M2023$2.3M$2M2024$2.4M$2.1M2025
Revenue Expenses · by fiscal year end
Financials of SOUTHERN OHIO CHAMBER ALLIANCE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,407,423$2,109,290$298,133$2,319,799$8,603$2,311,196
December 31, 2024990$2,279,577$2,039,035$240,542$2,025,694$12,631$2,013,063
December 31, 2023990$2,113,668$1,806,089$307,579$1,774,450$1,929$1,772,521
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,222,100
Membership dues
$2,222,100
Program service revenue
$138,323
Investment income
$43,446
Other revenue
$3,554

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$309,990
Salaries, compensation and benefits (total)
$380,940
Professional fundraising fees
$0
Legal fees
$1,924
Accounting fees
$38,038
Occupancy
$9,635
Travel
$22,386
Depreciation
$56,384
Program services (functional)
$2,089,403
Management and general (functional)
$19,887

Balance sheet and other

Total assets, start of year
$2,025,694
Total assets, end of year
$2,319,799
Total liabilities, end of year
$8,603
Net assets, end of year
$2,311,196
Land, buildings and equipment
$109,255
Publicly traded securities
$360,441
Gross receipts
$2,407,423
Employees
3
Volunteers
0
Year formed
1993
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MATT APPENZELLEREXECUTIVE DIRECTOR
Trustee or director, Officer
40$163,114$17,853
SARA TOPPBOARD MEMBER
Trustee or director
1$0$0
RICK PEARCEBOARD CHAIR
Trustee or director, Officer
1$0$0
DAVID DONALDSONBOARD MEMBER
Trustee or director
1$0$0
DAVID PETERSONBOARD MEMBER
Trustee or director
1$0$0
WENDY RODGERSBOARD MEMBER
Trustee or director
1$0$0
LYDIA HESSBOARD MEMBER
Trustee or director
1$0$0
MIKE THRONEPRESIDENT/CEO
Trustee or director, Officer
1$0$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensationOther / benefits
MATT APPENZELLEREXECUTIVE DIRECTOR
Trustee or director, Officer
40$160,182$8,796
SARA TOPPBOARD MEMBER
Trustee or director
1$0$0
RICK PEARCEBOARD CHAIR
Trustee or director, Officer
1$0$0
DAVID DONALDSONBOARD MEMBER
Trustee or director
1$0$0
DAVID PETERSONBOARD MEMBER
Trustee or director
1$0$0
WENDY RODGERSBOARD MEMBER
Trustee or director
1$0$0
LYDIA HESSBOARD MEMBER
Trustee or director
1$0$0
JOEL MILLERBOARD MEMBER
Trustee or director
1$0$0
MIKE THRONEPRESIDENT/CEO
Trustee or director, Officer
1$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
MATT APPENZELLEREXECUTIVE DIRECTOR
Trustee or director
40$155,775
SARA TOPPBOARD MEMBER
Trustee or director
1$0
RICK PEARCEBOARD CHAIR
Trustee or director, Officer
1$0
MATT OWENVICE CHAIR
Trustee or director, Officer
1$0
DAVID PETERSONBOARD MEMBER
Trustee or director
1$0
LIZ SONNANSTINEBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1435 VINE ST, CINCINNATI, OH 45202-7017
In care of
% TONI OVERHOLSER
Mailing address (990-N for 2012)
PO BOX 49358, DAYTON OH 454494533
Principal officer (990 for 2025)
MATT APPENZELLER, 1435 VINE STREET PO BOX 3385, CINCINNATI, OH 45202
Principal officer (990-N for 2012)
CATHY HUTTON, PO BOX 62, ENGLEWOOD OH 45322
Signed the 990
MATT APPENZELLER, EXECUTIVE DIRECTOR
Phone
(937) 395-4533
Return prepared by
MALONEY NOVOTNY LLC

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.

990 for the year ended December 31, 2025

Program accomplishments

  • SERVES 129 CHAMBERS OF COMMERCE IN THE STATE OF OHIO. IN 2025, 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. SOCA ALSO PROVIDES PERFORMANCE BENCHMARKING SCORECARDS FOR LOCAL CHAMBERS OF COMMERCE.
    Expenses $2,089,403 · revenue $185,323

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-1398387
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,319,799
Income (IRS master file)
$2,407,423

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,407,423$2,109,290$2,319,799IRS
990December 2024$2,279,577$2,039,035$2,025,694XML
990December 2023$2,113,668$1,806,089$1,774,450XML
990December 2022$2,155,686$1,522,968$1,471,440IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS
990-N for 2012
Officer: CATHY HUTTON
December 31, 2012≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1398387).

Questions about SOUTHERN OHIO CHAMBER ALLIANCE

What is the EIN of SOUTHERN OHIO CHAMBER ALLIANCE?
The employer identification number (EIN) of SOUTHERN OHIO CHAMBER ALLIANCE is 31-1398387.
Is SOUTHERN OHIO CHAMBER ALLIANCE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2006.
Are donations to SOUTHERN OHIO CHAMBER ALLIANCE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOUTHERN OHIO CHAMBER ALLIANCE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOUTHERN OHIO CHAMBER ALLIANCE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHERN OHIO CHAMBER ALLIANCE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SOUTHERN OHIO CHAMBER ALLIANCE?
The 990 for the year ended December 31, 2025 names MATT APPENZELLER.
Who are the officers and directors of SOUTHERN OHIO CHAMBER ALLIANCE?
The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $163,114 (MATT APPENZELLER, EXECUTIVE DIRECTOR).
How much revenue does SOUTHERN OHIO CHAMBER ALLIANCE have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,407,423, expenses of $2,109,290 and total assets of $2,319,799 at year end.

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