Civic Intelligence

Soar Case Management Services Inc.

990 • Fiscal year 2020 • EIN 39-1917503

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 20, 2021

Organization ProfileN/A

View Organization Page

4513 Milwaukee StreetMadison, WI 53714

(608) 287-0839

Siviq Scores

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

Liabilities / Assets

86th percentile

0.67x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.20x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

42nd percentile

1.7%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$93,554

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

85th percentile

45%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$660,740

Up $205,129 (+45%) from 2019

Net Assets

Up

$220,369

Up $37,102 (+20%) from 2019

Liabilities

Up

$440,371

Up $168,027 (+62%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin42nd percentile

Revenue

Down

$2,166,218

Down $349,708 (-14%) from 2019

Expenses

Down

$2,129,116

Down $338,195 (-14%) from 2019

Net Income

Down

$37,102

Down $11,513 (-24%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2020

Assets$660,740
Liabilities$440,371
Net Assets$220,369
Open 2020 Filing

Operations Trend

Revenue Growth29th 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

2020

Revenue$2,166,218
Expenses$2,129,116
Net Income$37,102
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 20, 2021
Return Version
2020v4.1
Gross Receipts
$2,166,218
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$94,922$403,887▲ $308,965
Pledges and Grants Receivable$331,936$226,984▼ $104,952
Prepaid Expenses and Deferred Charges$24,945$15,294▼ $9,651
Land, Buildings, and Equipment, Net$0$11,500▲ $11,500
Accounts Receivable$1,108--
Total Assets$455,611$660,740▲ $205,129
Other Assets Total$2,700$3,075▲ $375
Liabilities
Unsecured Notes Loans Payable-$280,400-
Accounts Payable and Accrued Expenses$245,885$139,502▼ $106,383
Other Liabilities$26,459$20,469▼ $5,990
Total Liabilities$272,344$440,371▲ $168,027
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$180,642$217,744▲ $37,102
Net Assets With Donor Restrictions$2,625$2,625→ $0
Total Net Assets Fund Balance$183,267$220,369▲ $37,102
Total Liabilities and Net Assets / Fund Balance$455,611$660,740▲ $205,129

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,500-$11,500
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory DezellExecutive DirectorFT$83,222$10,332$93,554

Board Members and Trustees

NameTitle
David LecountFormer President
Jenifer KobersteinPresident
Cheri LinehanMember
David KondratMember
Dianne GreenlyMember
Peter RossmeisslMember
Revenue and Support

Revenue Composition

Contributions and Grants
$2,162,938
Program Service Revenue
$3,280
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$37,102

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,166,218
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,166,218
Total Revenue per Form 990
$2,166,218
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,139,574
Other Expenses$989,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$676,784$147,964-$824,748
Fees for Services Other$680,509$35,408-$715,917
Other Employee Benefits$121,438$23,439-$144,877
Occupancy$86,385$18,021-$104,406
Current Officers, Directors, Trustees, and Key Employees$76,952$16,602-$93,554
Payroll Taxes$62,412$13,983-$76,395
Office Expenses$37,763$11,075-$48,838
Travel$13,854$3,008-$16,862
Insurance$13,000$2,244-$15,244
Fees for Services Accounting-$9,050-$9,050
Other Expenses$6,793$2,455-$6,793
Total Functional Expenses$1,838,937$290,179$0$2,129,116

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,129,116
Total Expenses per Audited Statements$2,129,116
Total Expenses per Form 990$2,129,116
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
Refundable Advances$14,550
Payroll Withholdings$5,919
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

“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
4513 MILWAUKEE STREET, MADISON, WI 53714

Signing Officer

Name
Jenifer Koberstein
Title
President
Phone
6082870839
Signed
2021-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lalena Lampe
Formed
1997
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
47
Volunteers
6

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees: program service expenses 287,072. Management and general expenses 35,408. Fundraising expenses 0. Total expenses 322,480. Contract labor: program service expenses 393,437. Management and general expenses 0. Fundraising expenses 0. Total expenses 393,437.”

FORM 990, 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 2017.”

Raw XML AppendixShowing 400 of 411 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/ProgSrvcAccomActy3Grp/RevenueAmt03280
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMMUNITY CASE MANAGEMENT - 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/ProgSrvcAccomActyOtherGrp/ExpenseAmt038844
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02505227
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0886922
IRS990/PYOtherRevenueAmt0165
IRS990/PYProgramServiceRevenueAmt010534
IRS990/PYRevenuesLessExpensesAmt048615
IRS990/PYSalariesCompEmpBnftPaidAmt01580389
IRS990/PYTotalExpensesAmt02467311
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02515926
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt037102
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02162938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02505227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02018049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01787846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01343135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09817195
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt061454
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0164
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0444
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0684
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0543
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01835
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt09817195
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02162938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02505227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02018049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01787846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01343135
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09817195
IRS990ScheduleA/TotalSupportAmt09819030
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/ExpensesSubtotalAmt02129116
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05919
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE ADVANCES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02166218
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 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011500
IRS990ScheduleD/TotalExpensesPerForm990Amt02129116
IRS990ScheduleD/TotalLiabilityAmt020469
IRS990ScheduleD/TotalRevenuePerForm990Amt02166218
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02166218
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02129116
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/ExplanationTxt4PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 287,072. MANAGEMENT AND GENERAL EXPENSES 35,408. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 322,480. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 393,437. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 393,437.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0455611
IRS990/TotalAssetsEOYAmt0660740
IRS990/TotalAssetsGrp/BOYAmt0455611
IRS990/TotalAssetsGrp/EOYAmt0660740
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02162938
IRS990/TotalEmployeeCnt047
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0290179
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01838937
IRS990/TotalFunctionalExpensesGrp/TotalAmt02129116
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0272344
IRS990/TotalLiabilitiesEOYAmt0440371
IRS990/TotalLiabilitiesGrp/BOYAmt0272344
IRS990/TotalLiabilitiesGrp/EOYAmt0440371
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0183267
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0220369
IRS990/TotalOtherCompensationAmt010332
IRS990/TotalOtherProgSrvcExpenseAmt038844
IRS990/TotalProgramServiceExpensesAmt01838937
IRS990/TotalProgramServiceRevenueAmt03280
IRS990/TotalReportableCompFromOrgAmt083222
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03280
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02166218
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0455611
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0660740
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03008
IRS990/TravelGrp/ProgramServicesAmt013854
IRS990/TravelGrp/TotalAmt016862
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0280400
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04513 MILWAUKEE ST
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053714
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENIFER KOBERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082870839
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOAR CASE MANAGEMENT SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0SOAR
ReturnHeader/Filer/EIN0391917503
ReturnHeader/Filer/PhoneNum06082870839
ReturnHeader/Filer/USAddress/AddressLine1Txt04513 MILWAUKEE STREET
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053714
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391628949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON BLOCK & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09701 BRADER WAY SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$660,740
Liabilities
$440,371
Net assets
$220,369
Revenue
$2,166,218
Expenses
$2,129,116
Net income
$37,102
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