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.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
$1.3M
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
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
$9.7M
42% of total assets
Looks good: liabilities are 42% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16.8M
Spent
$17.9M
To programs
90%
Net assets
$13.5M
By yearFY2020–FY2024
Revenue
$16.8M
FY2020
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
$17.9M
FY2020
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
$13.5M
FY2020
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 FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

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% · $16.2M Management & general 6% · $1.1M Fundraising 4% · $662K

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

27 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$250,210Pt VII · Sec A
Senior VP & CFO
$165,065Pt VII · Sec A
Asst. VP of IT
$142,265Pt VII · Sec A
VP of HR & Chief Compliance Officer
$135,449Pt VII · Sec A
VP of Community Engagement
$120,662Pt VII · Sec A
Asst. VP of Facility Management Services
$117,845Pt VII · Sec A
VP of Business Solutions
$112,998Pt VII · Sec A
Asst. VP of Development
$107,620Pt 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 · $15.4M · in their own filed words · FY2020
01

Business Solutions

Provides work opportunities in a variety of settings for individuals with disabilities. Services include employment of individuals with disabilities, including training and preparation for employment in community settings. There were 163 individuals served in this program in 2020.

$10.3Mprogram 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.

$4.0Mprogram expense
03

Pediatric Therapy

Provides occupational, physical, and speech therapies, as well as developmental services, for children from birth through school age. There were 618 children served in this program in 2020.

$1.1Mprogram 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 FY2020 990, line by line.

1The main four
Money inPt VIII
$16.8M
Ln 12
Fees for servicesLn 2g$13.2M
Gifts and grantsLn 1h$3.5M
Investment incomeLn 3$30K
Money outPt IX
$17.9M
Ln 25
Programscol B$16.2M
Managementcol C$1.1M
Fundraisingcol D$662K
Owns and owesPt X
$13.5M
net assets · Ln 32
Cash and savingsLn 1–2$4.5M
Total assetsLn 16$23.2M
LiabilitiesLn 26$9.7M
PeoplePt VI, VII
27
listed · VII A
PaidVII A9
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.5M
Government grantsLn 1e$2.6M
Noncash giftsLn 1g$110K
Fees for servicesLn 2g$13.2M
Investment incomeLn 3$30K
Other incomeLn 4–11$26K
Total revenueLn 12$16.8M
Assets in detailPt X, end of year
CashLn 1$3.7M
SavingsLn 2$760K
Cash and savings togetherLn 1–2$4.5M
InvestmentsLn 11–13$295K
Land, buildings, equipmentLn 10c$16.0M
Total assetsLn 16$23.2M
LiabilitiesLn 26$9.7M
Net assetsLn 32$13.5M
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 FY20End FY20
Cash and savingsLn 1–2$2.3M$4.5M
InvestmentsLn 11–13$696K$295K
Land, buildings, equipmentLn 10c$16.5M$16.0M
Total assetsLn 16$21.7M$23.2M
LiabilitiesLn 26$7.0M$9.7M
Net assetsLn 32$14.7M$13.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$869K$645K$187K$37K
Other salaries and wagesLn 7$10.3M$7.7M$2.2M$436K
Pension plan contributionsLn 8$162K$137K$24K$2K
Other employee benefitsLn 9$1.7M$1.4M$269K$29K
Payroll taxesLn 10$843K$635K$174K$34K
Legal feesLn 11b$33K$33K
Accounting feesLn 11c$39K$39K
Other fees for servicesLn 11g$738K$571K$160K$7K
Advertising and promotionLn 12$124K$13K$91K$20K
Office expensesLn 13$291K$247K$42K$2K
Information technologyLn 14$398K$2K$386K$10K
OccupancyLn 16$489K$482K$7K
TravelLn 17$141K$135K$5K$1K
Conferences, conventions and meetingsLn 19$61K$25K$32K$4K
InterestLn 20$175K$175K
Depreciation, depletion and amortizationLn 22$1.1M$286K$798K
InsuranceLn 23$337K$166K$167K$4K
Other expenses (24a–d)Ln 24$27K$3.7M−$3.8M$74K
All other expensesLn 24e$64K$17K$45K$3K
Total functional expensesLn 25$17.9M$16.2M$1.1M$662K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $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 M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $16,750,400 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,616,774$3,496,712
I-9 Program service revenuePrior year $17,576,659$13,197,875
I-10 Investment incomePrior year $40,716$30,121
I-11 Other revenuePrior year $76,236$25,692
I-12 Total revenuePrior year $19,310,385$16,750,400
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 $14,384,818$13,910,199
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,458,296$4,000,693
I-18 Total expensesPrior year $18,843,114$17,910,892
I-19 Revenue less expensesPrior year $467,271−$1,160,492
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
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 $16,750,400 across 9 lines filed
Lines not itemized here account for $9,572 of total revenue; see the IRS return.
VIII-1a Federated campaigns$102,917
VIII-1e Government grants$2,580,178
VIII-1f All other contributions, gifts and grants$813,617
VIII-1g Noncash contributions (included above)$109,683
VIII-1h Total contributions, gifts and grants$3,496,712
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,197,875$13,197,875
VIII-3 Investment incomeExcluded from tax $30,121$30,121
VIII-6 Net rental income or lossExcluded from tax $16,120$16,120
VIII-12 Total revenueRelated to mission $13,197,875 · Unrelated business $0 · Excluded from tax $55,813$16,750,400
Part IX · Statement of functional expenses $17,910,892 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $645,457 · Management $186,753 · Fundraising $36,588$868,798
IX-7 Other salaries and wagesPrograms $7,689,239 · Management $2,224,758 · Fundraising $435,866$10,349,863
IX-8 Pension plan contributionsPrograms $137,077 · Management $23,544 · Fundraising $1,693$162,314
IX-9 Other employee benefitsPrograms $1,388,228 · Management $269,359 · Fundraising $28,806$1,686,393
IX-10 Payroll taxesPrograms $634,674 · Management $173,933 · Fundraising $34,224$842,831
IX-11b Legal feesManagement $32,941$32,941
IX-11c Accounting feesManagement $39,200$39,200
IX-11g Other fees for servicesPrograms $570,568 · Management $160,484 · Fundraising $6,801$737,853
IX-12 Advertising and promotionPrograms $13,462 · Management $90,865 · Fundraising $19,681$124,008
IX-13 Office expensesPrograms $247,235 · Management $41,625 · Fundraising $1,799$290,659
IX-14 Information technologyPrograms $2,268 · Management $385,998 · Fundraising $9,875$398,141
IX-16 OccupancyPrograms $482,468 · Management $6,933$489,401
IX-17 TravelPrograms $135,186 · Management $4,554 · Fundraising $1,050$140,790
IX-19 Conferences, conventions and meetingsPrograms $24,578 · Management $32,376 · Fundraising $3,856$60,810
IX-20 InterestManagement $174,779$174,779
IX-22 Depreciation, depletion and amortizationPrograms $286,128 · Management $797,802$1,083,930
IX-23 InsurancePrograms $165,757 · Management $167,269 · Fundraising $4,451$337,477
IX-24 Other expenses (24a–d)Programs $3,723,129 · Management −$3,770,872 · Fundraising $74,342$26,599
IX-24e All other expensesPrograms $16,513 · Management $44,508 · Fundraising $3,084$64,105
IX-25 Total functional expensesPrograms $16,161,967 · Management $1,086,809 · Fundraising $662,116$17,910,892
Part X · Balance sheet $23,210,802 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $1,989,528$3,730,977
X-2 Savings and temporary cash investmentsStart of year $315,297$760,141
X-3 Pledges and grants receivableStart of year $262,788$709,483
X-4 Accounts receivableStart of year $1,630,991$1,412,024
X-9 Prepaid expenses and deferred chargesStart of year $306,587$332,761
X-10c Land, buildings and equipment, netStart of year $16,535,105$15,970,414
X-11 Publicly traded securitiesStart of year $695,996$295,002
X-16 Total assetsStart of year $21,736,292$23,210,802
X-17 Accounts payable and accrued expensesStart of year $1,526,254$1,419,659
X-19 Deferred revenue$2,928,800
X-20 Tax-exempt bond liabilitiesStart of year $3,540,804$3,380,071
X-25 Other liabilitiesStart of year $339,947$472,294
X-26 Total liabilitiesStart of year $6,994,423$9,708,890
X-27 Net assets without donor restrictionsStart of year $14,301,240$13,032,380
X-28 Net assets with donor restrictionsStart of year $440,629$469,532
X-32 Total net assets or fund balancesStart of year $14,741,869$13,501,912
X-33 Total liabilities and net assetsStart of year $21,736,292$23,210,802
Part XI · Reconciliation of net assets $13,501,912 net assets at year end
XI-1 Total revenue$16,750,400
XI-2 Total expenses$17,910,892
XI-3 Revenue less expenses−$1,160,492
XI-4 Net assets at start of year$14,741,869
XI-5 Net unrealized gains (losses) on investments$15,500
XI-9 Other changes in net assets−$94,965
XI-10 Net assets at end of year$13,501,912

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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