Civic Intelligence

Support Our Aging Religious Inc. Soar

990 • Fiscal year 2020 • EIN 52-1485481

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

Organization Profilewww-soar-usa.org

View Organization Page

3025 4th Street NEWashington, DC 20017

(202) 529-7627

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

86th percentile

51%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$2,383,896

Up $808,383 (+51%) from 2019

Net Assets

Up

$2,256,635

Up $701,013 (+45%) from 2019

Liabilities

Up

$127,261

Up $107,370 (+540%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin72nd percentile

Revenue

Up

$3,645,579

Up $698,300 (+24%) from 2019

Expenses

Up

$2,944,566

Up $199,124 (+7.3%) from 2019

Net Income

Up

$701,013

Up $499,176 (+247%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2010: $740,104Liabilities 2010: $92,222Net Assets 2010: $647,8822010Assets 2011: $900,197Liabilities 2011: $126,357Net Assets 2011: $773,8402011Assets 2012: $657,946Liabilities 2012: $33,597Net Assets 2012: $624,3492012Assets 2013: $739,614Liabilities 2013: $16,222Net Assets 2013: $723,3922013Assets 2014: $1,336,289Liabilities 2014: $37,007Net Assets 2014: $1,299,2822014Assets 2015: $1,261,889Liabilities 2015: $16,228Net Assets 2015: $1,245,6612015Assets 2016: $1,029,504Liabilities 2016: $6,039Net Assets 2016: $1,023,4652016Assets 2017: $1,327,583Liabilities 2017: $7,905Net Assets 2017: $1,319,6782017Assets 2018: $1,373,998Liabilities 2018: $20,213Net Assets 2018: $1,353,7852018Assets 2019: $1,575,513Liabilities 2019: $19,891Net Assets 2019: $1,555,6222019Assets 2020: $2,383,896Liabilities 2020: $127,261Net Assets 2020: $2,256,6352020Assets 2021: $3,936,515Liabilities 2021: $110,757Net Assets 2021: $3,825,7582021Assets 2022: $7,859,443Liabilities 2022: $27,804Net Assets 2022: $7,831,6392022Assets 2023: $7,850,316Liabilities 2023: $29,106Net Assets 2023: $7,821,2102023Assets 2024: $8,866,026Liabilities 2024: $15,827Net Assets 2024: $8,850,1992024Assets 2025: $11,774,369Liabilities 2025: $13,538Net Assets 2025: $11,760,8312025

Highlighted filing

2020

Assets$2,383,896
Liabilities$127,261
Net Assets$2,256,635
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2010: $1,288,178Expenses 2010: $1,450,326Net Income 2010: -$162,1482010Revenue 2011: $1,861,870Expenses 2011: $1,735,912Net Income 2011: $125,9582011Revenue 2012: $1,830,158Expenses 2012: $1,979,649Net Income 2012: -$149,4912012Revenue 2013: $2,240,760Expenses 2013: $2,141,717Net Income 2013: $99,0432013Revenue 2014: $2,762,205Expenses 2014: $2,186,315Net Income 2014: $575,8902014Revenue 2015: $2,261,788Expenses 2015: $2,315,409Net Income 2015: -$53,6212015Revenue 2016: $2,102,253Expenses 2016: $2,324,449Net Income 2016: -$222,1962016Revenue 2017: $2,894,954Expenses 2017: $2,598,741Net Income 2017: $296,2132017Revenue 2018: $2,754,254Expenses 2018: $2,720,147Net Income 2018: $34,1072018Revenue 2019: $2,947,279Expenses 2019: $2,745,442Net Income 2019: $201,8372019Revenue 2020: $3,645,579Expenses 2020: $2,944,566Net Income 2020: $701,0132020Revenue 2021: $4,961,038Expenses 2021: $3,391,915Net Income 2021: $1,569,1232021Revenue 2022: $7,623,465Expenses 2022: $3,617,584Net Income 2022: $4,005,8812022Revenue 2023: $5,729,191Expenses 2023: $5,739,620Net Income 2023: -$10,4292023Revenue 2024: $6,982,524Expenses 2024: $5,953,535Net Income 2024: $1,028,9892024Revenue 2025: $8,123,937Expenses 2025: $5,213,305Net Income 2025: $2,910,6322025

Highlighted filing

2020

Revenue$3,645,579
Expenses$2,944,566
Net Income$701,013
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$3,753,653
Mission and Program Overview

Mission

Help assure financially stable and secure futures for elderly and frail members of Catholic religious congregations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,289,813$1,686,284▲ $396,471
Cash and Non-Interest-Bearing Accounts$285,700$697,612▲ $411,912
Land, Buildings, and Equipment, Net$0$0→ $0
Prepaid Expenses and Deferred Charges$0--
Total Assets$1,575,513$2,383,896▲ $808,383
Liabilities
Other Liabilities$0$112,200▲ $112,200
Accounts Payable and Accrued Expenses$19,891$15,061▼ $4,830
Total Liabilities$19,891$127,261▲ $107,370
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,488,622$2,189,635▲ $701,013
Net Assets With Donor Restrictions$67,000$67,000→ $0
Total Net Assets Fund Balance$1,555,622$2,256,635▲ $701,013
Total Liabilities and Net Assets / Fund Balance$1,575,513$2,383,896▲ $808,383

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$22,674-
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Michael CastellanoChairperson
Kathleen LunsmannPresident
Deborah N DunhamVice Chairperson
Daniel FanninDirector
David KuzmaDirector
Ed MorrisseyDirector
Elizabeth McFarlaneDirector
John ColemanDirector
John F McCauleyDirector
Lucas SwanepoelDirector
Manuel WilliamsDirector
Marian DonderoDirector
Mary Etta MillsDirector
Mary Lynn ShanahanDirector
Marylou SheilsDirector
Mathias WinterDirector
Molly CorbettDirector
Pam BrancaccioDirector
Patricia CodeyDirector
Stephanie MarcantonioDirector
Kathleen CurranSecretary
Joseph Woytash JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,757,167
Program Service Revenue
$0
Investment Income
$-111,588
Other Revenue
$0
All Other Contributions
$3,418,564
Change in Net Assets
$701,013

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,753,654
Total Revenue per Audited Statements
$3,753,654
Total Revenue per Form 990
$3,753,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,451,765
Other Expenses$987,415
Salaries, Compensation, and Employee Benefits$505,386
Total Fundraising Expense$153,867
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,451,765--$1,451,765
All Other Expenses$674,723$29,951$84,899$789,573
Other Salaries and Wages$370,992$27,004$17,449$415,445
Other Employee Benefits$38,599$2,810$1,815$43,224
Information Technology$35,040$2,551$1,648$39,239
Occupancy$34,903$2,541$1,642$39,086
Pension Plan Contributions$22,905$1,667$1,077$25,649
Payroll Taxes$18,814$1,369$885$21,068
Advertising$11,164$0$0$11,164
Insurance$4,613$336$217$5,166
Office Expenses$3,520$255$165$3,940
Other Expenses$3,075$224$145$3,444
Total Functional Expenses$2,721,298$69,401$153,867$2,944,566

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,052,641
Total Expenses per Audited Statements$3,052,641
Total Expenses per Form 990$3,052,641
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$108,074
Fundraising Gross Income$108,074
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Events$414,664$414,664$108,074$306,590
Total Events$414,664$414,664$108,074$306,590
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP loan$112,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Filing and Contact Details

Filer

Filer Name
Support Our Aging Religious Inc
EIN
52-1485481
Phone
2025297627
Address
3025 4th Street NE, Washington, DC 20017

Signing Officer

Name
Sr Kathleen Lunsmann
Title
President
Phone
2025297627
Signed
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sister Kathleen Lunsmann
Formed
1986
Legal Domicile
Dc
Voting Board Members
22
Independent Board Members
22
Employees
7
Volunteers
30

Preparer

Firm
Desai Company Inc
Address
13912 HEATHERSTONE DR, BOWIE, MD 20720-4829
Preparer
Rajiv Desai
Phone
3014649558
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A copy of the draft 990 is circulated to board members before the filing of the tax return.”

Pt VI, Line 19

“Governing and organizational documents are made available by the organization upon request. The annual audited financial statements are available to the public on the organization's web site.”

Pt VI, Line 12C

“Board members and key employees are required to complete and submit the conflict of interest form by June 30th of each year.”

Pt VI, Line 15A

“Salaries are reviewed by the President and Treasurer of the organization.”

Form 990, Part IX, Line 24E

“Equipment 7901. 7073. 515. 313.”

Form 990, Part IX, Line 24E

“Legal and professional services 49640. 38906. 10734. 0.”

Form 990, Part IX, Line 24E

“List rental 77983. 76553. 1430. 0.”

Form 990, Part IX, Line 24E

“Postage 201332. 161066. 6040. 34226.”

Form 990, Part IX, Line 24E

“Printing 286184. 228947. 8586. 48651.”

Form 990, Part IX, Line 24E

“Regional representatives 125833. 125833. 0. 0.”

Form 990, Part IX, Line 24E

“Staff training 9200. 8216. 598. 386.”

Form 990, Part IX, Line 24E

“Telephone 6856. 6122. 446. 288.”

Form 990, Part IX, Line 24E

“Travel 24644. 22007. 1602. 1035.”

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IRS990/Form990PartVIISectionAGrp/PersonNm6Stephanie Marcantonio
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IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Help assure financially stable and secure futures for elderly and frail members of Catholic religious congregations.
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0Bank charges
IRS990/OtherExpensesGrp/Desc1Contracted services
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IRS990/OtherExpensesGrp/FundraisingAmt143477
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IRS990/OtherExpensesGrp/ProgramServicesAmt09523
IRS990/OtherExpensesGrp/ProgramServicesAmt126128
IRS990/OtherExpensesGrp/ProgramServicesAmt215534
IRS990/OtherExpensesGrp/ProgramServicesAmt33075
IRS990/OtherExpensesGrp/TotalAmt010664
IRS990/OtherExpensesGrp/TotalAmt169605
IRS990/OtherExpensesGrp/TotalAmt215534
IRS990/OtherExpensesGrp/TotalAmt33444
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IRS990/OtherLiabilitiesGrp/EOYAmt0112200
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017449
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027004
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IRS990/PayrollTaxesGrp/FundraisingAmt0885
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01369
IRS990/PayrollTaxesGrp/ProgramServicesAmt018814
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,383,896
Liabilities
$127,261
Net assets
$2,256,635
Revenue
$3,645,579
Expenses
$2,944,566
Net income
$701,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.01$11.8$8.12$5.21$2.91
2024Detailed filing. Detailed filing data is available for this year.$8.87$0.02$8.85$6.98$5.95$1.03
2023Detailed filing. Detailed filing data is available for this year.$7.85$0.03$7.82$5.73$5.74$0.01
2022Detailed filing. Detailed filing data is available for this year.$7.86$0.03$7.83$7.62$3.62$4.01
2021Detailed filing. Detailed filing data is available for this year.$3.94$0.11$3.83$4.96$3.39$1.57
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.13$2.26$3.65$2.94$0.70
2019Summary only. Only limited summary data is available for this year.$1.58$0.02$1.56$2.95$2.75$0.20
2018Summary only. Only limited summary data is available for this year.$1.37$0.02$1.35$2.75$2.72$0.03
2017Summary only. Only limited summary data is available for this year.$1.33$0.01$1.32$2.89$2.60$0.30
2016Summary only. Only limited summary data is available for this year.$1.03$0.01$1.02$2.10$2.32$0.22
2015Summary only. Only limited summary data is available for this year.$1.26$0.02$1.25$2.26$2.32$0.05
2014Summary only. Only limited summary data is available for this year.$1.34$0.04$1.30$2.76$2.19$0.58
2013Summary only. Only limited summary data is available for this year.$0.74$0.02$0.72$2.24$2.14$0.10
2012Summary only. Only limited summary data is available for this year.$0.66$0.03$0.62$1.83$1.98$0.15
2011Summary only. Only limited summary data is available for this year.$0.90$0.13$0.77$1.86$1.74$0.13
2010Summary only. Only limited summary data is available for this year.$0.74$0.09$0.65$1.29$1.45$0.16