Soar Case Management Services Inc
- Assets
- $1.0m
- Revenue
- $2.1m
- Investments
- $0.0
- Employees
- 61
- Location
- Madison, WI
- Founding
- 07/1998
- Data as of
- 12/2023
- 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 12/2023, Soar Case Management Services Inc employed 61 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 12/2023, Soar Case Management Services Inc generated $2.1m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 5.9% each year. All expenses for the organization totaled $2.0m during the year ending 12/2023. While expenses have increased by 5.9% per year over the past 9 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
2023
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
COMPREHENSIVE COMMUNITY SERVICES - PROGRAM OFFERING PSYCHOSOCIAL REHABILITATION SERVICES TO ASSIST INDIVIDUALS WITH MENTAL HEALTH AND/OR SUBSTANCE USE CONCERNS TO ACHIEVE STABILITY, INDEPENDENCE, AND FOSTER RECOVERY.
COUNSELING AND THERAPEUTIC RESOURCES - PROGRAM CREATED TO PROVIDE PSYCHIATRIC CARE TO CLIENTS REFERRED BY THE CRISIS CENTER.
COMMUNITY CASE MANAGEMENT AND OTHER REHABILITATION CARE - 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.
PEER RUN RESPITE - HOMELIKE RESOURCE TO SUPPORT PEOPLE WHO ARE EXPERIENCING MENTAL HEALTH AND/OR SUBSTANCE USE SYMPTOMS OR STRESSORS, INCLUDING A SAFE SPACE INDIVIDUALS CAN GO TO BE WITH OTHERS IN THE COMMUNITY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jenifer Koberstein President | OfficerTrustee | 1 | $0 |
David Kondradt Member | Trustee | 1 | $0 |
Dave Heide Member | Trustee | 1 | $0 |
Lalena Lampe Exceutive Director | Officer | 40 | $93,024 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $768,494 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $768,494 |
| Total Program Service Revenue | $1,292,390 |
| 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 | $2,066,630 |
| 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. | $124,108 |
| Compensation of current officers, directors, key employees. | $18,572 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,123,544 |
| Pension plan accruals and contributions | $33,680 |
| Other employee benefits | $136,950 |
| Payroll taxes | $93,509 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $98,970 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $184,081 |
| Advertising and promotion | $0 |
| Office expenses | $63,399 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $45,246 |
| Travel | $43,505 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $17,493 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $12,000 |
| Insurance | $13,225 |
| All other expenses | $0 |
| Total functional expenses | $2,027,566 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $112,562 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $55,927 |
| Accounts receivable, net | $152,442 |
| 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 | $21,100 |
| Net Land, buildings, and equipment | $591,093 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $87,722 |
| Total assets | $1,020,846 |
| Accounts payable and accrued expenses | $114,189 |
| 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 | $353,369 |
| Unsecured mortgages and notes payable | $115,550 |
| Other liabilities | $110,921 |
| Total liabilities | $694,029 |
| Net assets without donor restrictions | $324,298 |
| Net assets with donor restrictions | $2,519 |
| 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 | $1,020,846 |