In partnership with families, Soar365 creates life-fulfilling opportunities for individuals with disabilities.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Run by 392 volunteers and 452 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
2 of 5
filings with a surplus
Average deficit $290K a year · 1% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.1M
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
16
named funders · $640K
Looks good: 16 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$6.6M
33% of total assets
Looks good: liabilities are 33% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$20.9M
-11% vs prior year
Spent
$23.1M
To programs
90%
Net assets
$13.6M
By yearFY2020–FY2024
Revenue
$20.9M
FY2024▼ -11%
Tap a bar for its year
Revenue by fiscal year
FY2020$16.8M
FY2021$17.6M
FY2022$19.2M
FY2023$23.4M
FY2024$20.9M
Expenses
$23.1M
FY2024▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$17.9M
FY2021$16.3M
FY2022$19.8M
FY2023$22.2M
FY2024$23.1M
Net assets
$13.6M
FY2024▼ -14%
Tap a bar for its year
Net assets by fiscal year
FY2020$13.5M
FY2021$15.1M
FY2022$14.4M
FY2023$15.7M
FY2024$13.6M

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1954.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $20.8M Management & general 7% · $1.5M Fundraising 3% · $748K

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

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Who runs it and what they're paid

29 people listed on the 990; $2.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$338,453Pt VII · Sec A
Senior VP & CFO
$213,016Pt VII · Sec A
VP, Business Solutions
$177,268Pt VII · Sec A
VP, Chief Information Officer
$172,606Pt VII · Sec A
VP, HR & Compliance
$172,277Pt VII · Sec A
VP, Community Engagement
$162,984Pt VII · Sec A
VP, Human Services
$158,915Pt VII · Sec A
VP, Marketing & Comms
$141,074Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
John Burwell Walker$338,453$318,991$289,263——
John B Walker———$260,377$250,210
Julee Warren Fletcher$213,016$205,403$191,164——
James Richard Quigg$177,268$177,957$160,949——
Charles D Story III$172,277$175,575$155,398$142,589$135,449
Julee W Fletcher———$173,997$165,065
William Milton Slate$172,606$167,838$160,824——
Mary Michelle Thomson$162,984$151,482$140,696——

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.

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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

Creates life-fulfilling opportunities for individuals with disabilities, partnering with families.

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Provided by the organization

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3 programs · $17.6M · in their own filed words · FY2024
01

Business Solutions

Provides work opportunities in a variety of settings for individuals with disabilities. There were 128 individuals served in this program in 2024.

$11.0Mprogram expense
02

Day Support Services

Provides a structured weekday program, including person-centered planning, for adults and school-aged children with disabilities. Programs incorporate socialization, a safe environment, experience in the community, building independence, learning, volunteering in the community and work readiness.

$4.6Mprogram expense
03

Pediatric Therapy

Provides occupational, physical, and speech therapies, as well as developmental services, for children from birth through school age. There were 1,058 children served in this program in 2024.

$2.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 16 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$20.9M
Ln 12
Fees for servicesLn 2g$18.6M
Gifts and grantsLn 1h$1.9M
Investment incomeLn 3$205K
Money outPt IX
$23.1M
Ln 25
Programscol B$20.8M
Managementcol C$1.5M
Fundraisingcol D$748K
Owns and owesPt X
$13.6M
net assets · Ln 32
Cash and savingsLn 1–2$2.0M
Total assetsLn 16$20.1M
LiabilitiesLn 26$6.6M
PeoplePt VI, VII
29
listed · VII A
PaidVII A13
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$61K
Noncash giftsLn 1g$25K
Fundraising eventsLn 1c$201K
Fees for servicesLn 2g$18.6M
Investment incomeLn 3$205K
Other incomeLn 4–11$67K
Gains on assetsLn 7$12K
Total revenueLn 12$20.9M
Assets in detailPt X, end of year
CashLn 1$1.1M
SavingsLn 2$910K
Cash and savings togetherLn 1–2$2.0M
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$13.9M
Other assetsLn 15$227K
Total assetsLn 16$20.1M
LiabilitiesLn 26$6.6M
Net assetsLn 32$13.6M
OperationsPt I, VI
EmployeesI 5452
VolunteersI 6392
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$1.1M$2.0M
InvestmentsLn 11–13$4.4M$1.1M
Land, buildings, equipmentLn 10c$14.4M$13.9M
Total assetsLn 16$23.0M$20.1M
LiabilitiesLn 26$7.2M$6.6M
Net assetsLn 32$15.7M$13.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.6M$391K$1.1M$184K
Other salaries and wagesLn 7$12.6M$10.0M$2.3M$320K
Pension plan contributionsLn 8$479K$396K$70K$13K
Other employee benefitsLn 9$2.0M$1.6M$349K$51K
Payroll taxesLn 10$1.0M$770K$229K$36K
Legal feesLn 11b$48K$48K
Accounting feesLn 11c$93K$93K
Other fees for servicesLn 11g$1.0M$831K$174K$12K
Advertising and promotionLn 12$107K$6K$89K$12K
Office expensesLn 13$596K$484K$110K$2K
Information technologyLn 14$537K$4K$515K$18K
OccupancyLn 16$545K$530K$15K
TravelLn 17$312K$305K$6K$617
Conferences, conventions and meetingsLn 19$184K$75K$107K$3K
InterestLn 20$157K$3K$154K
Depreciation, depletion and amortizationLn 22$841K$202K$639K
InsuranceLn 23$482K$283K$194K$5K
Other expenses (24a–d)Ln 24$282K$4.9M−$4.7M$90K
All other expensesLn 24e$53K$32K$20K$269
Total functional expensesLn 25$23.1M$20.8M$1.5M$748K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $20.9M$23.1M−$2.2M$13.6M 990 PDF
FY2023 $23.4M$22.2M$1.2M$15.7M 990 PDF
FY2022 $19.2M$19.8M−$606K$14.4M 990 PDF
FY2021 $17.6M$16.3M$1.4M$15.1M 990 PDF
FY2020 $16.8M$17.9M−$1.2M$13.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $20,853,344 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,526,267$1,936,898
I-9 Program service revenuePrior year $17,556,346$18,644,631
I-10 Investment incomePrior year $213,259$204,750
I-11 Other revenuePrior year $71,297$67,065
I-12 Total revenuePrior year $23,367,169$20,853,344
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $16,860,061$17,797,456
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,343,113$5,253,813
I-18 Total expensesPrior year $22,203,174$23,051,269
I-19 Revenue less expensesPrior year $1,163,995−$2,197,925
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $20,853,344 across 13 lines filed
VIII-1a Federated campaigns$62,568
VIII-1c Fundraising events$201,362
VIII-1e Government grants$61,000
VIII-1f All other contributions, gifts and grants$1,611,968
VIII-1g Noncash contributions (included above)$24,547
VIII-1h Total contributions, gifts and grants$1,936,898
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $18,644,631$18,644,631
VIII-3 Investment incomeExcluded from tax $192,263$192,263
VIII-6 Net rental income or lossExcluded from tax $41,927$41,927
VIII-7 Net gain or loss on sales of assetsExcluded from tax $12,487$12,487
VIII-8 Net income from fundraising eventsExcluded from tax −$28,714−$28,714
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $53,852$53,852
VIII-12 Total revenueRelated to mission $18,644,631 · Unrelated business $0 · Excluded from tax $271,815$20,853,344
Part IX · Statement of functional expenses $23,051,269 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $390,970 · Management $1,050,448 · Fundraising $184,026$1,625,444
IX-7 Other salaries and wagesPrograms $9,982,174 · Management $2,322,569 · Fundraising $319,907$12,624,650
IX-8 Pension plan contributionsPrograms $395,769 · Management $70,137 · Fundraising $13,482$479,388
IX-9 Other employee benefitsPrograms $1,632,663 · Management $349,432 · Fundraising $50,553$2,032,648
IX-10 Payroll taxesPrograms $770,102 · Management $228,968 · Fundraising $36,256$1,035,326
IX-11b Legal feesManagement $47,880$47,880
IX-11c Accounting feesManagement $92,702$92,702
IX-11g Other fees for servicesPrograms $830,892 · Management $174,090 · Fundraising $12,442$1,017,424
IX-12 Advertising and promotionPrograms $5,635 · Management $89,255 · Fundraising $12,249$107,139
IX-13 Office expensesPrograms $484,410 · Management $109,709 · Fundraising $1,593$595,712
IX-14 Information technologyPrograms $3,992 · Management $514,767 · Fundraising $18,242$537,001
IX-16 OccupancyPrograms $530,440 · Management $14,749$545,189
IX-17 TravelPrograms $304,847 · Management $6,346 · Fundraising $617$311,810
IX-19 Conferences, conventions and meetingsPrograms $74,766 · Management $107,131 · Fundraising $2,561$184,458
IX-20 InterestPrograms $2,963 · Management $154,400$157,363
IX-22 Depreciation, depletion and amortizationPrograms $201,638 · Management $638,898$840,536
IX-23 InsurancePrograms $283,053 · Management $193,638 · Fundraising $5,264$481,955
IX-24 Other expenses (24a–d)Programs $4,861,579 · Management −$4,670,089 · Fundraising $90,408$281,898
IX-24e All other expensesPrograms $32,020 · Management $20,457 · Fundraising $269$52,746
IX-25 Total functional expensesPrograms $20,787,913 · Management $1,515,487 · Fundraising $747,869$23,051,269
Part X · Balance sheet $20,144,583 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,054,247$1,075,447
X-2 Savings and temporary cash investmentsStart of year $42,323$910,416
X-3 Pledges and grants receivableStart of year $162,500$130,000
X-4 Accounts receivableStart of year $1,990,544$2,283,044
X-9 Prepaid expenses and deferred chargesStart of year $541,194$529,038
X-10c Land, buildings and equipment, netStart of year $14,385,824$13,884,938
X-11 Publicly traded securitiesStart of year $4,392,838$1,104,408
X-15 Other assetsStart of year $395,232$227,292
X-16 Total assetsStart of year $22,964,702$20,144,583
X-17 Accounts payable and accrued expensesStart of year $2,065,514$1,653,194
X-25 Other liabilitiesStart of year $681,881$588,288
X-26 Total liabilitiesStart of year $7,228,827$6,575,344
X-27 Net assets without donor restrictionsStart of year $15,314,255$13,009,838
X-28 Net assets with donor restrictionsStart of year $421,620$559,401
X-32 Total net assets or fund balancesStart of year $15,735,875$13,569,239
X-33 Total liabilities and net assetsStart of year $22,964,702$20,144,583
Part XI · Reconciliation of net assets $13,569,239 net assets at year end
XI-1 Total revenue$20,853,344
XI-2 Total expenses$23,051,269
XI-3 Revenue less expenses−$2,197,925
XI-4 Net assets at start of year$15,735,875
XI-5 Net unrealized gains (losses) on investments$31,289
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,569,239

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

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