Civic Intelligence

Soar Case Management Services Inc.

990 • Fiscal year 2013 • EIN 39-1917503

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 14, 2014

Organization ProfileN/A

View Organization Page

2025 Atwood AvenueMadison, WI 53704

(608) 287-0839

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.62x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.09x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

43rd percentile

0.8%

Higher net margin than 43% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$57,132

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$123,080

Up $15,240 (+14%) from 2012

Net Assets

Up

$46,284

Up $7,200 (+18%) from 2012

Liabilities

Up

$76,796

Up $8,040 (+12%) from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin43rd percentile

Revenue

$892,981

No earlier filing loaded for comparison.

Expenses

Up

$885,781

Up $37,240 (+4.4%) from 2012

Net Income

$7,200

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$123,080
Liabilities$76,796
Net Assets$46,284
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$892,981
Expenses$885,781
Net Income$7,200
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 14, 2014
Return Version
2013v3.0
Gross Receipts
$892,981
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
Cash and Non-Interest-Bearing Accounts$59,393$96,014▲ $36,621
Pledges and Grants Receivable$21,779$13,183▼ $8,596
Prepaid Expenses and Deferred Charges$11,691$3,789▼ $7,902
Accounts Receivable$6,055$522▼ $5,533
Total Assets$107,840$123,080▲ $15,240
Other Assets Total$8,922$9,572▲ $650
Liabilities
Accounts Payable and Accrued Expenses$65,455$73,438▲ $7,983
Other Liabilities$3,301$3,358▲ $57
Total Liabilities$68,756$76,796▲ $8,040
Net Assets / Fund Balance
Unrestricted Net Assets$37,257$44,218▲ $6,961
Temporarily Rstr Net Assets$1,827$2,066▲ $239
Total Net Assets Fund Balance$39,084$46,284▲ $7,200
Total Liabilities and Net Assets / Fund Balance$107,840$123,080▲ $15,240

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,685--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BranksExecutive DirectorFT$52,108$5,024$57,132

Board Members and Trustees

NameTitle
Jenifer KobersteinPresident
Diane GreenelyMember
Ishara SmithMember
David LecountSecretary
Denis CollinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$873,406
Program Service Revenue
$12,485
Investment Income
$0
Other Revenue
$7,090
All Other Contributions
$775
Change in Net Assets
$7,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$892,981
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$892,981
Total Revenue per Form 990
$892,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$669,984
Other Expenses$215,797
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$425,316$59,814-$485,130
Fees for Services Other$75,370$5,874-$81,244
Other Employee Benefits$62,178$9,819-$71,997
Current Officers, Directors, Trustees, and Key Employees$38,450$18,682-$57,132
Payroll Taxes$41,611$14,114-$55,725
Office Expenses$15,667$1,879-$17,546
Insurance$10,927$1,927-$12,854
Other Expenses$10,532$2,045-$10,532
Occupancy$8,172$899-$9,071
Fees for Services Accounting-$6,500-$6,500
Total Functional Expenses$755,343$130,438$0$885,781

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$885,781
Total Expenses per Audited Statements$885,781
Total Expenses per Form 990$885,781
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
Payroll Withholdings$3,358
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 11

“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 on an annual basis.”

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

“Salaries for the executive directors are 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

EIN
39-1917503
Phone
6082870839

Signing Officer

Name
Jenifer Koberstein
Title
President
Phone
6082870839
Signed
2014-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jen Koberstein
Formed
1997
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
48
Volunteers
10

Preparer

Preparer
Jan Froelich
Phone
6082742002
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Soar has adopted the accounting guidance for recognizing and measuring uncertain tax provisions. Soar follows the statutory requirements for their income tax accounting and generally avoids risks associated with potential problematic tax postions that may be challenged upon examination. Management believes any liability resulting from taxing authorities 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 2010.”

Raw XML AppendixShowing 400 of 410 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/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012485
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0MISCELLANEOUS - 2009 AMOUNT: $ 233. 2010 AMOUNT: $ 1,171. 2011 AMOUNT: $ 233. 2012 AMOUNT: $ 300. 2013 AMOUNT: $ 7,090.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0873406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0834095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0673569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0571350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0582000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03534420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0190137
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07090
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0233
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01171
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0233
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09027
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99750
IRS990ScheduleA/PublicSupportPY170Pct00.99750
IRS990ScheduleA/PublicSupportTotal170Amt03534420
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0873406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0834095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0673569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0571350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0582000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03534420
IRS990ScheduleA/TotalSupportAmt03543448
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0885781
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05093
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12794
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21685
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RENT DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DANE COUNTY DISCRETIONARY LOAN FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PAYROLL ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03358
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0892981
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SOAR HAS ADOPTED THE ACCOUNTING GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX PROVISIONS. SOAR FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIAL PROBLEMATIC TAX POSTIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES 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 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt09572
IRS990ScheduleD/TotalExpensesPerForm990Amt0885781
IRS990ScheduleD/TotalLiabilityAmt03358
IRS990ScheduleD/TotalRevenuePerForm990Amt0892981
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0892981
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0885781
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 ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES FOR THE EXECUTIVE DIRECTORS ARE 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 11
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01827
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02066
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0107840
IRS990/TotalAssetsEOYAmt0123080
IRS990/TotalAssetsGrp/BOYAmt0107840
IRS990/TotalAssetsGrp/EOYAmt0123080
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0873406
IRS990/TotalEmployeeCnt048
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0130438
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0755343
IRS990/TotalFunctionalExpensesGrp/TotalAmt0885781
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt068756
IRS990/TotalLiabilitiesEOYAmt076796
IRS990/TotalLiabilitiesGrp/BOYAmt068756
IRS990/TotalLiabilitiesGrp/EOYAmt076796
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt039084
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt046284
IRS990/TotalOtherCompensationAmt05024
IRS990/TotalOtherProgSrvcExpenseAmt0282561
IRS990/TotalProgramServiceExpensesAmt0755343
IRS990/TotalProgramServiceRevenueAmt012485
IRS990/TotalReportableCompFromOrgAmt052108
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019575
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0892981
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0107840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0123080
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt037257
IRS990/UnrestrictedNetAssetsGrp/EOYAmt044218
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102025 ATWOOD AVENUE
IRS990/USAddress/City0MADISON
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode053704
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENIFER KOBERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082870839
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOAR CASE MANAGEMENT SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0SOAR
ReturnHeader/Filer/EIN0391917503
ReturnHeader/Filer/PhoneNum06082870839
ReturnHeader/Filer/USAddress/AddressLine102025 ATWOOD AVENUE
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391628949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOHNSON BLOCK & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10406 SCIENCE DRIVE SUITE 100

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,080
Liabilities
$76,796
Net assets
$46,284
Revenue
$892,981
Expenses
$885,781
Net income
$7,200
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