Civic Intelligence

Soar Case Management Services Inc

EIN 39-1917503 • 501(c)3 • Madison, WI

View Organization Page

Profile

Provide mental health case management in a consumer directed, recovery oriented manner.

4513 Milwaukee StreetMadison, WI 53714

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.61x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.31x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

48th percentile

3.6%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$82,411

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

38th percentile

-0.3%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-3.9%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$1,017,365

Down $3,481 (-0.3%) from 2023

Liabilities

Down

$619,277

Down $74,752 (-11%) from 2023

Net Assets

Up

$398,088

Up $71,271 (+22%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin48th percentile

Revenue

Down

$1,986,841

Down $79,789 (-3.9%) from 2023

Expenses

Down

$1,915,570

Down $111,996 (-5.5%) from 2023

Net Income

Up

$71,271

Up $32,207 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $111,762Liabilities 2010: $67,841Net Assets 2010: $43,9212010Assets 2011: $82,150Liabilities 2011: $56,086Net Assets 2011: $26,0642011Assets 2012: $107,840Liabilities 2012: $68,756Net Assets 2012: $39,0842012Assets 2013: $123,080Liabilities 2013: $76,796Net Assets 2013: $46,2842013Assets 2014: $272,421Liabilities 2014: $218,649Net Assets 2014: $53,7722014Assets 2015: $311,020Liabilities 2015: $232,435Net Assets 2015: $78,5852015Assets 2016: $252,313Liabilities 2016: $148,264Net Assets 2016: $104,0492016Assets 2017: $308,207Liabilities 2017: $127,562Net Assets 2017: $180,6452017Assets 2018: $364,508Liabilities 2018: $229,856Net Assets 2018: $134,6522018Assets 2019: $455,611Liabilities 2019: $272,344Net Assets 2019: $183,2672019Assets 2020: $660,740Liabilities 2020: $440,371Net Assets 2020: $220,3692020Assets 2021: $926,837Liabilities 2021: $681,866Net Assets 2021: $244,9712021Assets 2022: $1,096,094Liabilities 2022: $808,341Net Assets 2022: $287,7532022Assets 2023: $1,020,846Liabilities 2023: $694,029Net Assets 2023: $326,8172023Assets 2024: $1,017,365Liabilities 2024: $619,277Net Assets 2024: $398,0882024

Highlighted filing

2024

Assets$1,017,365
Liabilities$619,277
Net Assets$398,088
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $619,1732010Expenses 2011: $731,9062011Expenses 2012: $848,5412012Revenue 2013: $892,981Expenses 2013: $885,781Net Income 2013: $7,2002013Revenue 2014: $997,331Expenses 2014: $989,843Net Income 2014: $7,4882014Revenue 2015: $1,232,905Expenses 2015: $1,208,092Net Income 2015: $24,8132015Revenue 2016: $1,372,834Expenses 2016: $1,347,370Net Income 2016: $25,4642016Revenue 2017: $1,795,055Expenses 2017: $1,718,459Net Income 2017: $76,5962017Revenue 2018: $2,030,452Expenses 2018: $2,040,927Net Income 2018: -$10,4752018Revenue 2019: $2,515,926Expenses 2019: $2,467,311Net Income 2019: $48,6152019Revenue 2020: $2,166,218Expenses 2020: $2,129,116Net Income 2020: $37,1022020Revenue 2021: $2,010,968Expenses 2021: $1,986,366Net Income 2021: $24,6022021Revenue 2022: $2,014,910Expenses 2022: $1,972,128Net Income 2022: $42,7822022Revenue 2023: $2,066,630Expenses 2023: $2,027,566Net Income 2023: $39,0642023Revenue 2024: $1,986,841Expenses 2024: $1,915,570Net Income 2024: $71,2712024

Highlighted filing

2024

Revenue$1,986,841
Expenses$1,915,570
Net Income$71,271
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,017,365
Liabilities
$619,277
Net assets
$398,088
Revenue
$1,986,841
Expenses
$1,915,570
Net income
$71,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.62$0.40$1.99$1.92$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.69$0.33$2.07$2.03$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.81$0.29$2.01$1.97$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.68$0.24$2.01$1.99$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.44$0.22$2.17$2.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.27$0.18$2.52$2.47$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.23$0.13$2.03$2.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.13$0.18$1.80$1.72$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.15$0.10$1.37$1.35$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.23$0.08$1.23$1.21$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.22$0.05$1.00$0.99$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.08$0.05$0.89$0.89$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.07$0.04$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.06$0.03$0.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.07$0.04$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,986,841
Mission and Program Overview

Mission

Provide mental health case management in a consumer directed, recovery oriented manner.

Provide mental healthcase management in a consumer directed, recovery oriented manner.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$591,093$579,093▼ $12,000
Cash and Non-Interest-Bearing Accounts$112,562$203,352▲ $90,790
Accounts Receivable$152,442$111,245▼ $41,197
Pledges and Grants Receivable$55,927$41,844▼ $14,083
Prepaid Expenses and Deferred Charges$21,100$18,238▼ $2,862
Total Assets$1,020,846$1,017,365▼ $3,481
Other Assets Total$87,722$63,593▼ $24,129
Liabilities
Mortgage Notes Payable Secured by Investment Property$353,369$332,426▼ $20,943
Other Liabilities$110,921$105,814▼ $5,107
Accounts Payable and Accrued Expenses$114,189$101,667▼ $12,522
Unsecured Notes Loans Payable$115,550$79,370▼ $36,180
Total Liabilities$694,029$619,277▼ $74,752
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$324,298$393,839▲ $69,541
Net Assets With Donor Restrictions$2,519$4,249▲ $1,730
Total Net Assets Fund Balance$326,817$398,088▲ $71,271
Total Liabilities and Net Assets / Fund Balance$1,020,846$1,017,365▼ $3,481

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$429,093$41,531$470,624
Land$150,000-$150,000
Other Assets Org$63,593--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana BaumgartnerExecutive DirectorFT$62,193$20,218$82,411
Lalena LampeExecutive DirectorFT$40,562$9,965$50,527

Board Members and Trustees

NameTitle
Jenifer KobersteinPresident
Dave HeideMember
David KondratMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Sheila ThakorPsychiatry Specialist2125 SOMMERS AVE, Madison, WI 53704$141,263
Revenue and Support

Revenue Composition

Contributions and Grants
$462,261
Program Service Revenue
$1,522,655
Investment Income
$0
Other Revenue
$1,925
All Other Contributions
$2,894
Change in Net Assets
$71,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,986,841
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,986,841
Total Revenue per Form 990
$1,986,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,445,140
Other Expenses$470,430
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$874,887$156,163-$1,031,050
Fees for Services Other$141,347$21,686-$163,033
Other Employee Benefits$131,286$22,411-$153,697
Current Officers, Directors, Trustees, and Key Employees$118,268$20,782-$139,050
Fees for Services Accounting$82,428$17,463-$99,891
Payroll Taxes$73,141$12,521-$85,662
Occupancy$39,077$6,857-$45,934
Travel$36,676$6,331-$43,007
Office Expenses$33,028$5,583-$38,611
Pension Plan Contributions$30,348$5,333-$35,681
Insurance$14,609$2,391-$17,000
Interest$12,936$1,931-$14,867
Depreciation Depletion$10,442$1,558-$12,000
Other Expenses$82$14-$96
Total Functional Expenses$1,629,274$286,296$0$1,915,570

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,915,570
Total Expenses per Audited Statements$1,915,570
Total Expenses per Form 990$1,915,570
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$72,811
Grant Refund Liability$19,158
Grant Advance$11,816
Payroll Withholdings$2,029
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Soar consults with the bookkeeping accountant and the auditors for review before the return is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization has a conflict of interest policy in place that is signed by staff and board members.”

Form 990, Part VI, Section B, Line 15A

“Salary for the executive director is determined by the board of directors and is based on many factors, including contract budgets, market, and budget contraints.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Soar Case Management Services Inc
EIN
39-1917503
Phone
6082870839
Address
4513 MILWAUKEE STREET, MADISON, WI 53714

Signing Officer

Name
Jenifer Koberstein
Title
President
Phone
6082870839
Signed
2025-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenifer Koberstein
Formed
1997
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
46
Volunteers
3

Preparer

Firm
Johnson Block & Co Inc
Address
9701 BRADER WAY SUITE 202, MIDDLETON, WI 53562
Preparer
Jeffrey Osvog
Phone
6082742002
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Soar has adopted the accounting guidance for recognizing and measuring uncertain tax positions. Soar follows the statutory requirements for their income tax accounting and generally avoids risks associated with potentially problematic tax positions that may be challenged upon examination. Management believes any liability resulting from taxing authorities imposing additional income taxes from activities deemed to be unrelated to soar's tax-exempt status would not have a material effect on the accompanying financial statements. Soar's federal exempt organization tax returns are subject to examination by the internal revenue service, generally for three years after they are filed. With few exceptions, soar is no longer subject to such examinations for years before 2021.”

Raw XML AppendixShowing 400 of 434 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03258
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12014
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214
IRS990/OtherExpensesGrp/ProgramServicesAmt018068
IRS990/OtherExpensesGrp/ProgramServicesAmt112651
IRS990/OtherExpensesGrp/ProgramServicesAmt282
IRS990/OtherExpensesGrp/TotalAmt021326
IRS990/OtherExpensesGrp/TotalAmt114665
IRS990/OtherExpensesGrp/TotalAmt296
IRS990/OtherLiabilitiesGrp/BOYAmt0110921
IRS990/OtherLiabilitiesGrp/EOYAmt0105814
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01925
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01925
IRS990/OtherRevenueTotalAmt01925
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0156163
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0874887
IRS990/OtherSalariesAndWagesGrp/TotalAmt01031050
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012521
IRS990/PayrollTaxesGrp/ProgramServicesAmt073141
IRS990/PayrollTaxesGrp/TotalAmt085662
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05333
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030348
IRS990/PensionPlanContributionsGrp/TotalAmt035681
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt055927
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt041844
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021100
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018238
IRS990/PrincipalOfficerNm0JENIFER KOBERSTEIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0COMPREHENSIVE COMMUNIT
IRS990/ProgramServiceRevenueGrp/Desc1MENTAL HEALTH CASE MAN
IRS990/ProgramServiceRevenueGrp/Desc2OTHER CLIENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0894456
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1623077
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0894456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1623077
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25122
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY CASE MANAGEMENT AND OTHER REHABILITATION CARE - PROVIDE COMPREHENSIVE AND STAFF OUTREACH SERVICES TO PEOPLE LIVING IN THE COMMUNITY INCLUDING MEDICATION MONITORING, COUNSELING, WORK SERVICES, ACTIVITIES OF DAILY LIVING, AND ONGOING PROBLEM SOLVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0408594
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0488912
IRS990/ProgSrvcAccomActy3Grp/Desc0PEER RUN RESPITE - HOMELIKE RESOURCE TO SUPPORT PEOPLE WHO ARE EXPERIENCING MENTAL HEALTH AND/OR SUBSTANCE USE SYMPTOMS OR STRESSORS, INCLUDING A SAFE SPACE INDIVIDUALS CAN GO TO BE WITH OTHERS IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0377598
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COUNSELING AND THERAPEUTIC RESOURCES - PROGRAM CREATED TO PROVIDE PSYCHIATRIC CARE TO CLIENTS REFERRED BY THE CRISIS CENTER.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0117979
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0141212
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0768494
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0515775
IRS990/PYOtherRevenueAmt05746
IRS990/PYProgramServiceRevenueAmt01292390
IRS990/PYRevenuesLessExpensesAmt039064
IRS990/PYSalariesCompEmpBnftPaidAmt01511791
IRS990/PYTotalExpensesAmt02027566
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02066630
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt071271
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0894456
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0462261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0768495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01074679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01238560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01344208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04888203
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05346094
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01925
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05746
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01100
IRS990ScheduleA/OtherIncome170Grp/TotalAmt011271
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99770
IRS990ScheduleA/PublicSupportPY170Pct00.99840
IRS990ScheduleA/PublicSupportTotal170Amt04888203
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0462261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0768495
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01074679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01238560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01344208
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04888203
IRS990ScheduleA/TotalSupportAmt04899474
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0429093
IRS990ScheduleD/BuildingsGrp/DepreciationAmt041531
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0470624
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01915570
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0150000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0150000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt063593
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT-OF-USE ASSET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt272811
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt311816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GRANT REFUND LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3GRANT ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01986841
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SOAR HAS ADOPTED THE ACCOUNTING GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. SOAR FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO SOAR'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. SOAR'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. WITH FEW EXCEPTIONS, SOAR IS NO LONGER SUBJECT TO SUCH EXAMINATIONS FOR YEARS BEFORE 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0579093
IRS990ScheduleD/TotalBookValueOtherAssetsAmt063593
IRS990ScheduleD/TotalExpensesPerForm990Amt01915570
IRS990ScheduleD/TotalLiabilityAmt0105814
IRS990ScheduleD/TotalRevenuePerForm990Amt01986841
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01986841
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01915570
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOAR CONSULTS WITH THE BOOKKEEPING ACCOUNTANT AND THE AUDITORS FOR REVIEW BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE THAT IS SIGNED BY STAFF AND BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARY FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS AND IS BASED ON MANY FACTORS, INCLUDING CONTRACT BUDGETS, MARKET, AND BUDGET CONTRAINTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01020846
IRS990/TotalAssetsEOYAmt01017365
IRS990/TotalAssetsGrp/BOYAmt01020846
IRS990/TotalAssetsGrp/EOYAmt01017365
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0462261
IRS990/TotalEmployeeCnt046
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0286296
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01629274
IRS990/TotalFunctionalExpensesGrp/TotalAmt01915570
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0694029
IRS990/TotalLiabilitiesEOYAmt0619277
IRS990/TotalLiabilitiesGrp/BOYAmt0694029
IRS990/TotalLiabilitiesGrp/EOYAmt0619277
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0326817
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0398088
IRS990/TotalOtherCompensationAmt030183
IRS990/TotalOtherProgSrvcExpenseAmt0117979
IRS990/TotalOtherProgSrvcRevenueAmt0141212
IRS990/TotalProgramServiceExpensesAmt01629274
IRS990/TotalProgramServiceRevenueAmt01522655
IRS990/TotalReportableCompFromOrgAmt0102755
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01524580
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01986841
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01020846
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01017365
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt06331
IRS990/TravelGrp/ProgramServicesAmt036676
IRS990/TravelGrp/TotalAmt043007
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0115550
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt079370
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04513 MILWAUKEE ST
IRS990/USAddress/CityNm0MADISON

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