Nonprofit · EIN 41-2077146
SOCIETY FOR THE STUDY OF OCCUPATION USA
Tax-exempt · COVINA, CA 91722
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $87,681 | $90,664 | -$2,983 | $178,657 | – | $178,657 |
| December 31, 2024 | 990-EZ | $158,551 | $78,355 | $80,196 | $180,041 | – | $180,041 |
| December 31, 2023 | 990-EZ | $114,723 | $104,176 | $10,547 | $132,365 | – | $132,365 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,045
- Membership dues
- $13,260
- Program service revenue
- $63,881
- Investment income
- $5,495
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $8,293
- Other expenses
- $82,371
Balance sheet and other
- Total assets, start of year
- $181,640
- Total assets, end of year
- $178,657
- Total liabilities, end of year
- –
- Net assets, end of year
- $178,657
- Cash, savings and investments
- $178,657
- Gross receipts
- $87,681
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS MERNAR | CFO | 2 | $0 |
| JENN SOROS | Director | 1 | $0 |
| KAREN McCARTHY | Director | 1 | $0 |
| AARON EAKMAN | Director | 1 | $0 |
| KENDRA HEATWOLE SHANK | CEO | 2 | $0 |
| DAISY CELESTE ALVARADO | Secretary | 2 | $0 |
| CYNTHIA EVETTS | Director | 1 | $0 |
| BETH EKELMAN | Director | 1 | $0 |
| JOHN SALGADO MALDONADO | Director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS MERNAR | CFO | 0 | $0 |
| BETSY FRANCIS-CONNOLLY | CEO | 0 | $0 |
| SANDRA ROGERS | Secretary | 0 | $0 |
| JENN SOROS | Director | 0 | $0 |
| SUE COPPOLA | Director | 0 | $0 |
| CHARLES CHRISTIANSEN | Director | 0 | $0 |
| KAREN McCARTHY | Director | 0 | $0 |
| AARON EAKMAN | Director | 0 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS MERNAR | CFO | 0 | $0 |
| BETSY FRANCIS-CONNOLLY | CEO | 0 | $0 |
| SANDRA ROGERS | Secretary | 0 | $0 |
| JENN SOROS | Director | 0 | $0 |
| SUE COPPOLA | Director | 0 | $0 |
| CHARLES CHRISTIANSEN | Director | 0 | $0 |
| KAREN McCARTHY | Director | 0 | $0 |
| AARON EAKMAN | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 728 W KENOAK DR, COVINA, CA 91722-3633
- In care of
- % AARON BONSALL
- Mailing address (990-N for 2021)
- 728 W KENOAK DRIVE, COVINA CA 917223633
- Principal officer (990-N for 2021)
- THOMAS MERNAR, 728 W KENOAK DRIVE, COVINA CA 917223633
- Signed the 990-EZ
- THOMAS MERNAR, CFO
- Phone
- (201) 218-7243
- Website
- WWW.SSO-USA.ORG
- Return prepared by
- Fischer & Ritchey LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 41-2077146 or by the name SOCIETY FOR THE STUDY OF OCCUPATION USA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Scholarship and exchange of ideas that support the discipline of Occupational Science
Program accomplishments
- Conference for members of the organization for the dynamic exchange of ideas that support the discipline of occupational science.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 41-2077146
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $178,657
- Income (IRS master file)
- $87,681
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $87,681 | $90,664 | $178,657 | IRS |
| 990-EZ | December 2024 | $158,551 | $78,355 | $180,041 | XML |
| 990-EZ | December 2023 | $114,723 | $104,176 | $132,365 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: THOMAS MERNAR | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: JOHN A WHITE JR | December 31, 2013 | ≤ $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 41-2077146).
Questions about SOCIETY FOR THE STUDY OF OCCUPATION USA
- What is the EIN of SOCIETY FOR THE STUDY OF OCCUPATION USA?
- The employer identification number (EIN) of SOCIETY FOR THE STUDY OF OCCUPATION USA is 41-2077146.
- Is SOCIETY FOR THE STUDY OF OCCUPATION USA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SOCIETY FOR THE STUDY OF OCCUPATION USA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOCIETY FOR THE STUDY OF OCCUPATION USA 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 SOCIETY FOR THE STUDY OF OCCUPATION USA 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 SOCIETY FOR THE STUDY OF OCCUPATION USA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of SOCIETY FOR THE STUDY OF OCCUPATION USA?
- The 990-N for 2021 names THOMAS MERNAR.
- Who are the officers and directors of SOCIETY FOR THE STUDY OF OCCUPATION USA?
- The 990-EZ for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SOCIETY FOR THE STUDY OF OCCUPATION USA have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $87,681, expenses of $90,664 and total assets of $178,657 at year end.
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