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Soar Case Management Services INC

Tax-deductible

Madison, WI501(c)(3)Mental HealthEIN 39-1917503

Provide mental healthcase management in a consumer directed, recovery oriented manner.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 7 volunteers and 46 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $43K a year · 2% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$103K
to officers and key staff · 5% of spending
Top officer’s pay lower than 94% of similar orgs
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$619K
61% of total assets
Fine: liabilities are 61% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
-4% vs prior year
Spent
$1.9M
To programs
85%
Net assets
$398K
By yearFY2020–FY2024
Revenue
$2.0M
FY2024▼ -4%
Revenue by fiscal year
FY2020$2.2M
FY2021$2.0M
FY2022$2.0M
FY2023$2.1M
FY2024$2.0M
Expenses
$1.9M
FY2024▼ -6%
Expenses by fiscal year
FY2020$2.1M
FY2021$2.0M
FY2022$2.0M
FY2023$2.0M
FY2024$1.9M
Net assets
$398K
FY2024▲ +22%
Net assets by fiscal year
FY2020$220K
FY2021$245K
FY2022$288K
FY2023$327K
FY2024$398K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.6M Management & general 15% · $286K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

5 people listed on the 990; $103K paid to officers and key staff.

Part VII, Section A · reportable compensation
Dana Baumgartner
Executive Director
$62,193Pt VII · Sec A
Lalena Lampe
Executive Director
$40,562Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Dana Baumgartner’s $62K as Executive Director is at the 6th percentile of top reported officer pay among 1683 $1–10M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lalena Lampe$40,562$93,024$89,059$65,762—
Gregory Dezell———$21,965$83,222
Dana Baumgartner$62,193————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Soar Case Management Services INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offer mental health support and case management, empowering individuals to direct their own recovery.

Provided by the organization

This section is blank until Soar Case Management Services INC claims this page.

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3 program services account for $1.5M of program spending, described in the organization's own filed words · FY2024.
01

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.

$725Kprogram expense
02

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.

$409Kprogram expense
03

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.

$378Kprogram expense

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By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$1.5M
Gifts and grantsLn 1h$462K
Other incomeLn 4–11$2K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.6M
Managementcol C$286K
Owns and owesPt X
$398K
net assets · Ln 32
Cash and savingsLn 1–2$203K
Total assetsLn 16$1.0M
LiabilitiesLn 26$619K
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$462K
Government grantsLn 1e$459K
Fees for servicesLn 2g$1.5M
Other incomeLn 4–11$2K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$203K
Cash and savings togetherLn 1–2$203K
Land, buildings, equipmentLn 10c$579K
Other assetsLn 15$64K
Total assetsLn 16$1.0M
LiabilitiesLn 26$619K
Net assetsLn 32$398K
OperationsPt I, VI
EmployeesI 546
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$113K$203K
Land, buildings, equipmentLn 10c$591K$579K
Total assetsLn 16$1.0M$1.0M
LiabilitiesLn 26$694K$619K
Net assetsLn 32$327K$398K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$139K$118K$21K
Other salaries and wagesLn 7$1.0M$875K$156K
Pension plan contributionsLn 8$36K$30K$5K
Other employee benefitsLn 9$154K$131K$22K
Payroll taxesLn 10$86K$73K$13K
Accounting feesLn 11c$100K$82K$17K
Other fees for servicesLn 11g$163K$141K$22K
Office expensesLn 13$39K$33K$6K
OccupancyLn 16$46K$39K$7K
TravelLn 17$43K$37K$6K
InterestLn 20$15K$13K$2K
Depreciation, depletion and amortizationLn 22$12K$10K$2K
InsuranceLn 23$17K$15K$2K
Other expenses (24a–d)Ln 24$36K$31K$5K
Total functional expensesLn 25$1.9M$1.6M$286K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.0M$1.9M$71K$398K 990 PDF
FY2023 $2.1M$2.0M$39K$327K 990 PDF
FY2022 $2.0M$2.0M$43K$288K 990 PDF
FY2021 $2.0M$2.0M$25K$245K 990 PDF
FY2020 $2.2M$2.1M$37K$220K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $1,986,841 across 6 lines filed
VIII-1e Government grants$459,367
VIII-1f All other contributions, gifts and grants$2,894
VIII-1h Total contributions, gifts and grants$462,261
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,522,655$1,522,655
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,925$1,925
VIII-12 Total revenueRelated to mission $1,524,580 · Unrelated business $0 · Excluded from tax $0$1,986,841
Part IX · Statement of functional expenses $1,915,570 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $118,268 · Management $20,782$139,050
IX-7 Other salaries and wagesPrograms $874,887 · Management $156,163$1,031,050
IX-8 Pension plan contributionsPrograms $30,348 · Management $5,333$35,681
IX-9 Other employee benefitsPrograms $131,286 · Management $22,411$153,697
IX-10 Payroll taxesPrograms $73,141 · Management $12,521$85,662
IX-11c Accounting feesPrograms $82,428 · Management $17,463$99,891
IX-11g Other fees for servicesPrograms $141,347 · Management $21,686$163,033
IX-13 Office expensesPrograms $33,028 · Management $5,583$38,611
IX-16 OccupancyPrograms $39,077 · Management $6,857$45,934
IX-17 TravelPrograms $36,676 · Management $6,331$43,007
IX-20 InterestPrograms $12,936 · Management $1,931$14,867
IX-22 Depreciation, depletion and amortizationPrograms $10,442 · Management $1,558$12,000
IX-23 InsurancePrograms $14,609 · Management $2,391$17,000
IX-24 Other expenses (24a–d)Programs $30,801 · Management $5,286$36,087
IX-25 Total functional expensesPrograms $1,629,274 · Management $286,296 · Fundraising $0$1,915,570
Part X · Balance sheet $1,017,365 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $112,562$203,352
X-3 Pledges and grants receivableStart of year $55,927$41,844
X-4 Accounts receivableStart of year $152,442$111,245
X-9 Prepaid expenses and deferred chargesStart of year $21,100$18,238
X-10c Land, buildings and equipment, netStart of year $591,093$579,093
X-15 Other assetsStart of year $87,722$63,593
X-16 Total assetsStart of year $1,020,846$1,017,365
X-17 Accounts payable and accrued expensesStart of year $114,189$101,667
X-24 Unsecured notes and loans payableStart of year $115,550$79,370
X-25 Other liabilitiesStart of year $110,921$105,814
X-26 Total liabilitiesStart of year $694,029$619,277
X-27 Net assets without donor restrictionsStart of year $324,298$393,839
X-28 Net assets with donor restrictionsStart of year $2,519$4,249
X-32 Total net assets or fund balancesStart of year $326,817$398,088
X-33 Total liabilities and net assetsStart of year $1,020,846$1,017,365
Part XI · Reconciliation of net assets $398,088 net assets at year end
XI-1 Total revenue$1,986,841
XI-2 Total expenses$1,915,570
XI-3 Revenue less expenses$71,271
XI-4 Net assets at start of year$326,817
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$398,088

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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