Civic Intelligence

Support Our Aging Religious Inc. Soar

990 • Fiscal year 2025 • EIN 52-1485481

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 05, 2025

Organization Profilewww-soar-usa.org

View Organization Page

8484 Georgia AveSilver Spring, MD 20910

(202) 529-7627

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

91st percentile

33%

Faster asset growth than 91% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$11,774,369

Up $2,908,343 (+33%) from 2024

Net Assets

Up

$11,760,831

Up $2,910,632 (+33%) from 2024

Liabilities

Down

$13,538

Down $2,289 (-14%) from 2024

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin85th percentile

Revenue

Up

$8,123,937

Up $1,141,413 (+16%) from 2024

Expenses

Down

$5,213,305

Down $740,230 (-12%) from 2024

Net Income

Up

$2,910,632

Up $1,881,643 (+183%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2025

Assets$11,774,369
Liabilities$13,538
Net Assets$11,760,831
Open 2025 Filing

Operations Trend

Revenue Growth70th 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

2025

Revenue$8,123,937
Expenses$5,213,305
Net Income$2,910,632
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$8,277,261
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$8,358,376$11,462,371▲ $3,103,995
Cash and Non-Interest-Bearing Accounts$449,616$263,957▼ $185,659
Land, Buildings, and Equipment, Net$31,971$23,027▼ $8,944
Prepaid Expenses and Deferred Charges$1,063$14▼ $1,049
Total Assets$8,866,026$11,774,369▲ $2,908,343
Other Assets Total$25,000$25,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,827$13,538▼ $2,289
Total Liabilities$15,827$13,538▼ $2,289
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,576,452$11,293,831▲ $3,717,379
Net Assets With Donor Restrictions$1,273,747$467,000▼ $806,747
Total Net Assets Fund Balance$8,850,199$11,760,831▲ $2,910,632
Total Liabilities and Net Assets / Fund Balance$8,866,026$11,774,369▲ $2,908,343

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$22,674-
Leasehold Improvements$23,027$26,832-
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Kathleen A CurranChairperson
Kathleen LunsmannPresident
Deborah N DunhamVice Chairperson
Andrew C RyanDirector
James O'NeillDirector
John F McCauleyDirector
Lauren R NunezDirector
Lucas SwanepoelDirector
Megan RousanvilleDirector
Michael HylandDirector
Michael J CoppotelliDirector
Molly CorbettDirector
Patty ChappellDirector
Tyrone DavisDirector
Mary Lynn ShanahanSecretary
Mathias W WinterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,147,569
Program Service Revenue
$0
Investment Income
$976,368
Other Revenue
$0
All Other Contributions
$6,634,933
Change in Net Assets
$2,910,632

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,277,261
Total Revenue per Audited Statements
$8,277,261
Total Revenue per Form 990
$8,277,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,174,023
Other Expenses$1,273,164
Salaries, Compensation, and Employee Benefits$766,118
Total Fundraising Expense$160,155
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,174,023--$3,174,023
All Other Expenses$746,028$21,889$109,271$877,188
Other Salaries and Wages$558,766$37,334$26,134$622,234
Occupancy$94,779$6,333$4,433$105,545
Other Employee Benefits$67,677$4,522$3,165$75,364
Information Technology$48,506$3,241$2,269$54,016
Fees for Services Accounting$30,000$14,120$0$44,120
Pension Plan Contributions$33,030$2,207$1,545$36,782
Payroll Taxes$28,501$1,904$1,333$31,738
Advertising$30,217$0$0$30,217
Travel$20,926$1,398$979$23,303
Conferences and Meetings$19,965$0$0$19,965
Depreciation Depletion$0$8,944$0$8,944
Insurance$6,504$435$304$7,243
Other Expenses$2,417$162$113$2,692
Office Expenses$2,243$150$105$2,498
Total Functional Expenses$4,946,734$106,416$160,155$5,213,305

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,366,629
Total Expenses per Audited Statements$5,366,629
Total Expenses per Form 990$5,366,629
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$153,324
Fundraising Gross Income$153,324
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Events$643,843$643,843$153,324$490,519
Total Events$643,843$643,843$153,324$490,519
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
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
8484 GEORGIA AVE, SILVER SPRING, MD 20910

Signing Officer

Name
Sr Kathleen Lunsmann
Title
President
Phone
2025297627
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Md
Voting Board Members
16
Independent Board Members
16
Employees
9
Volunteers
30

Preparer

Firm
Desai Company Inc
Address
13912 HEATHERSTONE DR, BOWIE, MD 20720
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 organizations 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.”

Pt VI, Line 15B

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

Form 990, Part IX, Line 24E

“Equipment 8112. 7284. 487. 341.”

Form 990, Part IX, Line 24E

“Legal and professional services 62251. 62251. 0. 0.”

Form 990, Part IX, Line 24E

“List rental 93829. 92136. 1693. 0.”

Form 990, Part IX, Line 24E

“Postage 261077. 208862. 7832. 44383.”

Form 990, Part IX, Line 24E

“Printing 377403. 301922. 11322. 64159.”

Form 990, Part IX, Line 24E

“Regional representatives 58800. 58800. 0. 0.”

Form 990, Part IX, Line 24E

“Staff training 6470. 6470. 0. 0.”

Form 990, Part IX, Line 24E

“Telephone 9246. 8303. 555. 388.”

Raw XML AppendixShowing 400 of 527 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/Form990PartVIISectionAGrp/PersonNm4Kathleen Lunsmann
IRS990/Form990PartVIISectionAGrp/PersonNm5Molly Corbett
IRS990/Form990PartVIISectionAGrp/PersonNm6Tyrone Davis
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IRS990/Form990PartVIISectionAGrp/PersonNm8Lauren R Nunez
IRS990/Form990PartVIISectionAGrp/PersonNm9Andrew C Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm10James O'Neill
IRS990/Form990PartVIISectionAGrp/PersonNm11Megan Rousanville
IRS990/Form990PartVIISectionAGrp/PersonNm12Michael J Coppotelli
IRS990/Form990PartVIISectionAGrp/PersonNm13John F McCauley
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Help assure financially stable and secure futures for elderly and frail members of Catholic religious congregations.
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011293831
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04433
IRS990/OccupancyGrp/ManagementAndGeneralAmt06333
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IRS990/OccupancyGrp/TotalAmt0105545
IRS990/OfficeExpensesGrp/FundraisingAmt0105
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0150
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IRS990/OfficeExpensesGrp/TotalAmt02498
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt025000
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04522
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt067677
IRS990/OtherEmployeeBenefitsGrp/TotalAmt075364
IRS990/OtherExpensesGrp/Desc0Bank charges
IRS990/OtherExpensesGrp/Desc1Contracted services
IRS990/OtherExpensesGrp/Desc2Merchant card fees
IRS990/OtherExpensesGrp/Desc3Dues and subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt01117
IRS990/OtherExpensesGrp/FundraisingAmt17859
IRS990/OtherExpensesGrp/FundraisingAmt21528
IRS990/OtherExpensesGrp/FundraisingAmt3113
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01595
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22182
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3162
IRS990/OtherExpensesGrp/ProgramServicesAmt023872
IRS990/OtherExpensesGrp/ProgramServicesAmt126615
IRS990/OtherExpensesGrp/ProgramServicesAmt232665
IRS990/OtherExpensesGrp/ProgramServicesAmt32417
IRS990/OtherExpensesGrp/TotalAmt026584
IRS990/OtherExpensesGrp/TotalAmt134474
IRS990/OtherExpensesGrp/TotalAmt236375
IRS990/OtherExpensesGrp/TotalAmt32692
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037334
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0558766
IRS990/OtherSalariesAndWagesGrp/TotalAmt0622234
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01333
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01904
IRS990/PayrollTaxesGrp/ProgramServicesAmt028501
IRS990/PayrollTaxesGrp/TotalAmt031738
IRS990/PensionPlanContributionsGrp/FundraisingAmt01545
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02207
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt033030
IRS990/PensionPlanContributionsGrp/TotalAmt036782
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01063
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Sister Kathleen Lunsmann
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06288646
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03641925
IRS990/PYInvestmentIncomeAmt0693878
IRS990/PYOtherExpensesAmt01549884
IRS990/PYOtherRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01028989
IRS990/PYSalariesCompEmpBnftPaidAmt0761726
IRS990/PYTotalExpensesAmt05953535
IRS990/PYTotalRevenueAmt06982524
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02910632
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt011462371
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05287356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08172051
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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,774,369
Liabilities
$13,538
Net assets
$11,760,831
Revenue
$8,123,937
Expenses
$5,213,305
Net income
$2,910,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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