Soar Case Management Services Inc
- Assets
- $926.8k
- Revenue
- $2.0m
- Investments
- $0.0
- Employees
- 46
- Location
- Madison, WI
- Founding
- 07/1998
- Data as of
- 12/2021
- EIN
- 39-1917503
Organization Overview
Soar Case Management Services Inc is located in Madison, WI. The organization was established in 1998. According to its NTEE Classification (F30) the organization is classified as: Mental Health Treatment, under the broad grouping of Mental Health & Crisis Intervention and related organizations. As of 12/2021, Soar Case Management Services Inc employed 46 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Soar Case Management Services Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Soar Case Management Services Inc generated $2.0m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.2% each year. All expenses for the organization totaled $2.0m during the year ending 12/2021. While expenses have increased by 7.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE MENTAL HEALTHCASE MANAGEMENT IN A CONSUMER DIRECTED, RECOVERY ORIENTED MANNER.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COUNSELING AND THERAPEUTIC RESOURCES - PROGRAM CREATED TO PROVIDE PSYCHIATRIC CARE TO CLIENTS REFERRED BY THE CRISIS CENTER.
JAIL DIVERSION - SERVICES INCLUDE ASSESSMENT/DIAGNOSIS CASE PLANNING, MONITORING AND REVIEW, ADVOCACY AND REFERRAL. PROGRAM GOALS ARE TO AVOID OR REDUCE JAIL TIME, REDUCE JAIL RECIDIVISM AND HELP DEVELOP A BETTER UNDERSTANDING OF THE PARTICULAR ISSUES THAT CAUSE OVER-REPRESENTATION OF AFRICAN AMERICAN OFFENDERS IN THE DANE COUNTY JAIL.
DEVELOPMENTAL DISABILITIES - FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND MENTAL HEALTH ISSUES THAT NEED ADDED ASSISTANCE INCLUDING RUNNING A PEER RUN RESPITE HOUSE AND PROVIDING RECOVERY SERVICES TO HELP COPE WITH MENTAL HEALTH AND/OR SUBSTANCE ABUSE CHALLENGES.
COMMUNITY 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lalena Lampe Current Exceutive Director | Officer | 40 | $65,762 |
Gregory Dezell Former Executive Director | Officer | 40 | $21,965 |
Jenifer Koberstein President | OfficerTrustee | 1 | $0 |
David Lecount Former President | OfficerTrustee | 1 | $0 |
Cheri Linehan Member | Trustee | 1 | $0 |
Dianne Greenly Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $2,003,368 |
| All other contributions, gifts, grants, and similar amounts not included above | $6,500 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,009,868 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,010,968 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $107,278 |
| Compensation of current officers, directors, key employees. | $15,074 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $893,665 |
| Pension plan accruals and contributions | $22,170 |
| Other employee benefits | $152,823 |
| Payroll taxes | $77,237 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $9,300 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $477,724 |
| Advertising and promotion | $0 |
| Office expenses | $36,618 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $75,835 |
| Travel | $17,186 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $15,271 |
| All other expenses | $0 |
| Total functional expenses | $1,986,366 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $121,902 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $170,255 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $19,587 |
| Net Land, buildings, and equipment | $615,093 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $926,837 |
| Accounts payable and accrued expenses | $107,565 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $372,557 |
| Unsecured mortgages and notes payable | $180,400 |
| Other liabilities | $21,344 |
| Total liabilities | $681,866 |
| Net assets without donor restrictions | $242,346 |
| Net assets with donor restrictions | $2,625 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $926,837 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Zumbro Valley Health Center Inc Rochester, MN | $24,109,730 | $23,680,798 |
Northland Counseling Center Inc Grand Rapids, MN | $21,372,489 | $20,383,765 |
Headway Emotional Health Services Richfield, MN | $4,538,669 | $16,604,213 |
Human Service Center Peoria, IL | $11,437,427 | $15,162,453 |
Northern Pines Mental Health Center Inc Little Falls, MN | $18,442,184 | $16,982,934 |
Greater Minnesota Family Services Willmar, MN | $25,238,969 | $21,571,553 |
Hope Clinical Care Springfield, IL | $7,614,173 | $12,046,493 |
Alluma Inc Crookston, MN | $18,006,550 | $16,840,479 |
Vernon Area Rehabilitation Center Inc Viroqua, WI | $13,630,234 | $12,394,519 |
Interact Of Michigan Inc Kalamazoo, MI | $0 | $9,047,477 |
Behavioral Care Solutions For Adults And Seniors Inc Novi, MI | $4,363,178 | $11,075,945 |
Meier Clinics Foundation Wheaton, IL | $2,609,688 | $11,238,545 |