Civic Intelligence

The Soar Institute

EIN 85-1505625 • 501(c)3 • Central Islip, NY

Profile

The mission of the soar institute is to support veterans, first responders and their families in developing strategies and approaches that promote healthy, productive and positive lives, while simultaneously providing off track thoroughbreds and rescue horses with a new, significant career in equine-facilitated leadership and learning

200 Allwood AvenueCentral Islip, NY 11722

thesoarinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

1.14x

Higher debt load relative to assets than 93% of similar nonprofits.

NTEE F • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.79x

Higher debt load relative to revenue than 93% of similar nonprofits.

NTEE F • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

65%

Higher net margin than 88% of similar nonprofits.

NTEE F • <$500k nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

NTEE F99 • <$500k nonprofits • Source year 2024

Asset Growth

98th percentile

3079%

Faster asset growth than 98% of similar nonprofits.

NTEE F • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$58,235

Up $56,403 (+3079%) from 2023

Liabilities

Up

$66,234

Up $2,000 (+3.1%) from 2023

Net Assets

Up

-$7,999

Up $54,403 (+87%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin88th percentile

Revenue

Up

$83,854

Up $83,854 from 2023

Expenses

Up

$29,451

Up $1,244 (+4.4%) from 2023

Net Income

Up

$54,403

Up $82,610 (+293%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50K-$100KAssets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $2,646Liabilities 2021: $14,476Net Assets 2021: -$11,8302021Assets 2022: $2,239Liabilities 2022: $36,434Net Assets 2022: -$34,1952022Assets 2023: $1,832Liabilities 2023: $64,234Net Assets 2023: -$62,4022023Assets 2024: $58,235Liabilities 2024: $66,234Net Assets 2024: -$7,9992024

Highlighted filing

2024

Assets$58,235
Liabilities$66,234
Net Assets-$7,999
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $11,830Net Income 2021: -$11,8302021Revenue 2022: $0Expenses 2022: $22,365Net Income 2022: -$22,3652022Revenue 2023: $0Expenses 2023: $28,207Net Income 2023: -$28,2072023Revenue 2024: $83,854Expenses 2024: $29,451Net Income 2024: $54,4032024

Highlighted filing

2024

Revenue$83,854
Expenses$29,451
Net Income$54,403
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,235
Liabilities
$66,234
Net assets
-$7,999
Revenue
$83,854
Expenses
$29,451
Net income
$54,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.2$66.2$8.00$83.9$29.5$54.4
2023Detailed filing. Detailed filing data is available for this year.$1.83$64.2$62.4$0.00$28.2$28.2
2022Detailed filing. Detailed filing data is available for this year.$2.24$36.4$34.2$0.00$22.4$22.4
2021Detailed filing. Detailed filing data is available for this year.$2.65$14.5$11.8$0.00$11.8$11.8
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$83,854
Mission and Program Overview

Mission

The mission of the soar institute is to support veterans, first responders and their families in developing strategies and approaches that promote healthy, productive and positive lives, while simultaneously providing off track thoroughbreds and rescue horses with a new, significant career in equine-facilitated leadership and learning

Program Services

DescriptionGrantsExpenses
TO SUPPORT VETERANS, FIRST RESPONDERS AND THEIR FAMILIES IN DEVELOPING STRATEGIES AND APPROACHES THAT PROMOTE HEALTHY, PRODUCTIVE AND POSITIVE LIVES, WHILE SIMULTANEOUSLY PROVIDING OFF TRACK THOROUGHBREDS AND RESCUE HORSES WITH A NEW, SIGNIFICANT CAREER IN EQUINE-FACILITATED LEADERSHIP AND LEARNING$0$0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE PICONE-ZOCCHIAPresident-$0--
JONATHON ZOCCHIATreasurer-$0--
VANESSA ZOCCHIAVice President-$0--
CLORINDA ANTONUCCISecretary-$0--
MARGARET BZEWDECKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Soar Institute
EIN
85-1505625
Phone
5166626101
Address
200 ALLWOOD AVENUE, CENTRAL ISLIP, NY 11722

Signing Officer

Name
Joanne Picone-zocchia
Title
President
Phone
5166626101
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Wagner Ferber Fine & Ackerman Pllc
Address
66 SOUTH TYSON AVENUE, FLORAL PARK, NY 11001
Preparer
Sheryl L Fine CPA
Phone
5163283800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 407.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: feed. Amount: 16467. Description: dumpster and removal service. Amount: 7375. Description: track/equipment. Amount: 300. Description: supplements. Amount: 3000. Description: insurance. Amount: 1902. Total to form 990-ez, line 16: 29044.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 1832. End of year amount: 1425.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: loan from board member. Beg. Of year amount: 64234. End of year amount: 66234.”

Raw XML Appendix165 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OperateHospitalInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 407.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
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