Civic Intelligence

Soar Case Management Services Inc.

990 • Fiscal year 2014 • EIN 39-1917503

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 02, 2015

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

89th percentile

0.80x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.22x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

43rd percentile

0.8%

Higher net margin than 43% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

64th percentile

$47,219

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

95th percentile

121%

Faster asset growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

12%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$272,421

Up $149,341 (+121%) from 2013

Net Assets

Up

$53,772

Up $7,488 (+16%) from 2013

Liabilities

Up

$218,649

Up $141,853 (+185%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin43rd percentile

Revenue

Up

$997,331

Up $104,350 (+12%) from 2013

Expenses

Up

$989,843

Up $104,062 (+12%) from 2013

Net Income

Up

$7,488

Up $288 (+4.0%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2014

Assets$272,421
Liabilities$218,649
Net Assets$53,772
Open 2014 Filing

Operations Trend

Revenue Growth63rd percentile

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

2014

Revenue$997,331
Expenses$989,843
Net Income$7,488
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 2, 2015
Return Version
2014v5.0
Gross Receipts
$997,331
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$96,014$180,721▲ $84,707
Pledges and Grants Receivable$13,183$77,149▲ $63,966
Prepaid Expenses and Deferred Charges$3,789$7,292▲ $3,503
Accounts Receivable$522$410▼ $112
Total Assets$123,080$272,421▲ $149,341
Other Assets Total$9,572$6,849▼ $2,723
Liabilities
Deferred Revenue-$110,417-
Accounts Payable and Accrued Expenses$73,438$104,161▲ $30,723
Other Liabilities$3,358$4,071▲ $713
Total Liabilities$76,796$218,649▲ $141,853
Net Assets / Fund Balance
Unrestricted Net Assets$44,218$51,297▲ $7,079
Temporarily Rstr Net Assets$2,066$2,475▲ $409
Total Net Assets Fund Balance$46,284$53,772▲ $7,488
Total Liabilities and Net Assets / Fund Balance$123,080$272,421▲ $149,341
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BranksEx Executive DirectorFT$42,652$4,567$47,219
Trina MengesExecutive DirectorFT$35,304$2,056$37,360

Board Members and Trustees

NameTitle
Jenifer KobersteinPresident
Dianne GreenelyMember
Edwin ErwinMember
Mark NowackiMember
Mary Maria HansonMember
David LecountSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$982,827
Program Service Revenue
$10,009
Investment Income
$0
Other Revenue
$4,495
All Other Contributions
$930
Change in Net Assets
$7,488

Audited Revenue Reconciliation

Revenue per Audited Statements
$997,331
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$997,331
Total Revenue per Form 990
$997,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$751,691
Other Expenses$238,152
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$461,400$71,960-$533,360
Current Officers, Directors, Trustees, and Key Employees$72,757$11,822-$84,579
Fees for Services Other$73,661$6,481-$80,142
Other Employee Benefits$62,490$15,264-$77,754
Payroll Taxes$48,571$7,427-$55,998
Occupancy$36,611$4,602-$41,213
Office Expenses$28,006$2,483-$30,489
Other Expenses$13,957$242-$14,199
Insurance$10,285$1,659-$11,944
Fees for Services Accounting$525$6,475-$7,000
Total Functional Expenses$854,239$135,604$0$989,843

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$989,843
Total Expenses per Audited Statements$989,843
Total Expenses per Form 990$989,843
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$4,071
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 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.”

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

Filer Name
Soar Case Management Services Inc
EIN
39-1917503
Phone
6082870839
Address
2025 ATWOOD AVENUE, MADISON, WI 53704

Signing Officer

Name
Jenifer Koberstein
Title
President
Phone
6082870839
Signed
2015-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jen Koberstein
Formed
1997
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
54
Volunteers
10

Preparer

Firm
Johnson Block & Co Inc
Address
406 SCIENCE DRIVE SUITE 100, MADISON, WI 53711
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 2011.”

Raw XML AppendixShowing 400 of 409 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/PYContributionsGrantsAmt0873406
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0215797
IRS990/PYOtherRevenueAmt07090
IRS990/PYProgramServiceRevenueAmt012485
IRS990/PYRevenuesLessExpensesAmt07200
IRS990/PYSalariesCompEmpBnftPaidAmt0669984
IRS990/PYTotalExpensesAmt0885781
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0892981
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt07488
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010009
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2010 AMOUNT: $ 1,171. 2011 AMOUNT: $ 233. 2012 AMOUNT: $ 300. 2013 AMOUNT: $ 7,090. 2014 AMOUNT: $ 4,495.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0982827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0873406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0834095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0673569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0571350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03935247
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0135289
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04495
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt07090
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0233
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01171
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013289
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99660
IRS990ScheduleA/PublicSupportPY170Pct00.99750
IRS990ScheduleA/PublicSupportTotal170Amt03935247
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0982827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0873406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0834095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0673569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0571350
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03935247
IRS990ScheduleA/TotalSupportAmt03948536
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/ExpensesSubtotalAmt0989843
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04071
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0997331
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 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0989843
IRS990ScheduleD/TotalLiabilityAmt04071
IRS990ScheduleD/TotalRevenuePerForm990Amt0997331
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0997331
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0989843
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/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/BOYAmt02066
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02475
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0123080
IRS990/TotalAssetsEOYAmt0272421
IRS990/TotalAssetsGrp/BOYAmt0123080
IRS990/TotalAssetsGrp/EOYAmt0272421
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0982827
IRS990/TotalEmployeeCnt054
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0135604
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0854239
IRS990/TotalFunctionalExpensesGrp/TotalAmt0989843
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt076796
IRS990/TotalLiabilitiesEOYAmt0218649
IRS990/TotalLiabilitiesGrp/BOYAmt076796
IRS990/TotalLiabilitiesGrp/EOYAmt0218649
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046284
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053772
IRS990/TotalOtherCompensationAmt06623
IRS990/TotalOtherProgSrvcExpenseAmt0380622
IRS990/TotalProgramServiceExpensesAmt0854239
IRS990/TotalProgramServiceRevenueAmt010009
IRS990/TotalReportableCompFromOrgAmt077956
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014504
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0997331
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0123080
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0272421
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt044218
IRS990/UnrestrictedNetAssetsGrp/EOYAmt051297
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02025 ATWOOD AVENUE
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053704
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENIFER KOBERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082870839
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOAR CASE MANAGEMENT SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0SOAR
ReturnHeader/Filer/EIN0391917503
ReturnHeader/Filer/PhoneNum06082870839
ReturnHeader/Filer/USAddress/AddressLine1Txt02025 ATWOOD AVENUE
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391628949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON BLOCK & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 SCIENCE DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,421
Liabilities
$218,649
Net assets
$53,772
Revenue
$997,331
Expenses
$989,843
Net income
$7,488
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