Civic Intelligence

Soar Case Management Services Inc.

990 • Fiscal year 2017 • EIN 39-1917503

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 24, 2018

Organization ProfileN/A

View Organization Page

2132 Fordem Avenue No 100Madison, WI 53704

(608) 287-0839

Siviq Scores

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

Liabilities / Assets

76th percentile

0.41x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

54th percentile

4.3%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$80,686

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$308,207

Up $55,894 (+22%) from 2016

Net Assets

Up

$180,645

Up $76,596 (+74%) from 2016

Liabilities

Down

$127,562

Down $20,702 (-14%) from 2016

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin54th percentile

Revenue

Up

$1,795,055

Up $422,221 (+31%) from 2016

Expenses

Up

$1,718,459

Up $371,089 (+28%) from 2016

Net Income

Up

$76,596

Up $51,132 (+201%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$308,207
Liabilities$127,562
Net Assets$180,645
Open 2017 Filing

Operations Trend

Revenue Growth80th 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

2017

Revenue$1,795,055
Expenses$1,718,459
Net Income$76,596
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$1,795,055
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
Pledges and Grants Receivable$171,374$193,370▲ $21,996
Cash and Non-Interest-Bearing Accounts$66,947$91,674▲ $24,727
Prepaid Expenses and Deferred Charges$10,165$19,074▲ $8,909
Accounts Receivable$173$990▲ $817
Total Assets$252,313$308,207▲ $55,894
Other Assets Total$3,654$3,099▼ $555
Liabilities
Accounts Payable and Accrued Expenses$136,284$122,414▼ $13,870
Other Liabilities$7,198$5,148▼ $2,050
Deferred Revenue$4,782--
Total Liabilities$148,264$127,562▼ $20,702
Net Assets / Fund Balance
Unrestricted Net Assets$101,424$178,020▲ $76,596
Temporarily Rstr Net Assets$2,625$2,625→ $0
Total Net Assets Fund Balance$104,049$180,645▲ $76,596
Total Liabilities and Net Assets / Fund Balance$252,313$308,207▲ $55,894
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trina MengesExecutive DirectorFT$77,680$3,006$80,686

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
$1,787,846
Program Service Revenue
$6,525
Investment Income
$0
Other Revenue
$684
Change in Net Assets
$76,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,795,055
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,795,055
Total Revenue per Form 990
$1,795,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,240,679
Other Expenses$477,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$815,197$107,077-$922,274
Other Employee Benefits$133,844$17,841-$151,685
Fees for Services Other$120,964$16,915-$137,879
Payroll Taxes$75,476$10,558-$86,034
Current Officers, Directors, Trustees, and Key Employees$71,314$9,372-$80,686
Occupancy$71,283$9,052-$80,335
Office Expenses$63,048$7,647-$70,695
Travel$34,517$5,091-$39,608
Insurance$12,641$1,869-$14,510
Fees for Services Accounting$2,144$5,931-$8,075
Other Expenses$2,975$1,405-$2,975
Total Functional Expenses$1,523,773$194,686$0$1,718,459

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,718,459
Total Expenses per Audited Statements$1,718,459
Total Expenses per Form 990$1,718,459
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$5,148
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 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

“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
2132 FORDEM AVENUE NO 100, MADISON, WI 53704

Signing Officer

Name
David Lecount
Title
President
Phone
6082870839
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Lecount
Formed
1997
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
46
Volunteers
6

Preparer

Firm
Johnson Block & Co Inc
Address
406 SCIENCE DRIVE SUITE 100, MADISON, WI 53711
Preparer
Jeffrey Osvog
Phone
6082742002
Supplemental Narrative

Additional Explanations

PART XII, LINE 2C:

“The process has not changed since the prior year.”

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 2014.”

Raw XML AppendixShowing 400 of 402 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/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01372834
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt076596
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01787846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01343135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01191601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0982827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0873406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06178815
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt099531
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0684
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0543
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0948
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04495
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07090
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013760
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99780
IRS990ScheduleA/PublicSupportPY170Pct00.99740
IRS990ScheduleA/PublicSupportTotal170Amt06178815
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01787846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01343135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01191601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0982827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0873406
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06178815
IRS990ScheduleA/TotalSupportAmt06192575
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01718459
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01795055
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 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01718459
IRS990ScheduleD/TotalLiabilityAmt05148
IRS990ScheduleD/TotalRevenuePerForm990Amt01795055
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01795055
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01718459
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/ExplanationTxt4THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02625
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02625
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0252313
IRS990/TotalAssetsEOYAmt0308207
IRS990/TotalAssetsGrp/BOYAmt0252313
IRS990/TotalAssetsGrp/EOYAmt0308207
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01787846
IRS990/TotalEmployeeCnt046
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0194686
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01523773
IRS990/TotalFunctionalExpensesGrp/TotalAmt01718459
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0148264
IRS990/TotalLiabilitiesEOYAmt0127562
IRS990/TotalLiabilitiesGrp/BOYAmt0148264
IRS990/TotalLiabilitiesGrp/EOYAmt0127562
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0104049
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0180645
IRS990/TotalOtherCompensationAmt03006
IRS990/TotalOtherProgSrvcExpenseAmt01149308
IRS990/TotalProgramServiceExpensesAmt01523773
IRS990/TotalProgramServiceRevenueAmt06525
IRS990/TotalReportableCompFromOrgAmt077680
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07209
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01795055
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0252313
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0308207
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt05091
IRS990/TravelGrp/ProgramServicesAmt034517
IRS990/TravelGrp/TotalAmt039608
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0101424
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0178020
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02132 FORDEM AVENUE SUITE 100
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053704
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LECOUNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082870839
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOAR CASE MANAGEMENT SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0SOAR
ReturnHeader/Filer/EIN0391917503
ReturnHeader/Filer/PhoneNum06082870839
ReturnHeader/Filer/USAddress/AddressLine1Txt02132 FORDEM AVENUE NO 100
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6DEBA72A48C1992E36B478C2079B563016471A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.13.167.114
ReturnHeader/FilingSecurityInformation/IPDt02018-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:59:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391628949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON BLOCK & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 SCIENCE DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053711
ReturnHeader/PreparerPersonGrp/PhoneNum06082742002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY OSVOG
ReturnHeader/ReturnTs02018-11-12T14:52:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$308,207
Liabilities
$127,562
Net assets
$180,645
Revenue
$1,795,055
Expenses
$1,718,459
Net income
$76,596
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