2025-09-18T08:03:46-05:00 2024-12-31 391628949 JOHNSON BLOCK & CO INC 9701 BRADER WAY SUITE 202 MIDDLETON WI 53562 990 2024-01-01 391917503 SOAR CASE MANAGEMENT SERVICES INC SOAR 6082870839 4513 MILWAUKEE STREET MADISON WI 53714 JENIFER KOBERSTEIN PRESIDENT 6082870839 2025-09-17 1 1 JEFFREY OSVOG P01566913 6082742002 2024 2025-03-06 01:10:19Z JENIFER KOBERSTEIN 4513 MILWAUKEE ST MADISON WI 53714 1986841 0 X N/A X 1997 WI PROVIDE MENTAL HEALTHCASE MANAGEMENT IN A CONSUMER DIRECTED, RECOVERY ORIENTED MANNER. 3 3 46 3 0 0 768494 462261 1292390 1522655 0 0 5746 1925 2066630 1986841 0 0 0 0 1511791 1445140 0 0 0 515775 470430 2027566 1915570 39064 71271 1020846 1017365 694029 619277 326817 398088 X PROVIDE MENTAL HEALTH CASE MANAGEMENT IN A CONSUMER DIRECTED, RECOVERY ORIENTED MANNER. 0 0 725103 894456 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. 408594 488912 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. 377598 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. 117979 141212 COUNSELING AND THERAPEUTIC RESOURCES - PROGRAM CREATED TO PROVIDE PSYCHIATRIC CARE TO CLIENTS REFERRED BY THE CRISIS CENTER. 117979 141212 1629274 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X TONY JAYNES 6082870839 4513 MILWAUKEE STREET MADISON WI 53714 JENIFER KOBERSTEIN PRESIDENT 1.00 X X 0 0 0 DAVID KONDRAT MEMBER 1.00 X 0 0 0 DAVE HEIDE MEMBER 1.00 X 0 0 0 DANA BAUMGARTNER EXECUTIVE DIRECTOR 40.00 X 62193 0 20218 LALENA LAMPE EXECUTIVE DIRECTOR 40.00 X 40562 0 9965 102755 0 30183 0 0 0 0 SHEILA THAKOR 2125 SOMMERS AVE MADISON WI 53704 PSYCHIATRY SPECIALIST 141263 1 459367 2894 462261 COMPREHENSIVE COMMUNIT 900099 894456 894456 MENTAL HEALTH CASE MAN 900099 623077 623077 OTHER CLIENT SERVICES 900099 5122 5122 1522655 MISCELLANEOUS 623990 1925 1925 1925 1986841 1524580 0 0 139050 118268 20782 1031050 874887 156163 35681 30348 5333 153697 131286 22411 85662 73141 12521 99891 82428 17463 163033 141347 21686 38611 33028 5583 45934 39077 6857 43007 36676 6331 14867 12936 1931 12000 10442 1558 17000 14609 2391 REPAIRS/IMPROVEMENTS 21326 18068 3258 TELEPHONE 14665 12651 2014 EQUIPMENT 96 82 14 1915570 1629274 286296 0 112562 203352 55927 41844 152442 111245 21100 18238 620624 41531 591093 579093 87722 63593 1020846 1017365 114189 101667 353369 332426 115550 79370 110921 105814 694029 619277 X 324298 393839 2519 4249 326817 398088 1020846 1017365 71271 0 X 0 1 X 1 0 X 1344208 1238560 1074679 768495 462261 4888203 1344208 1238560 1074679 768495 462261 4888203 4888203 1100 2500 5746 1925 11271 4899474 5346094 0.99770 0.99840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150000 150000 470624 41531 429093 579093 RIGHT-OF-USE ASSET 63593 63593 PAYROLL WITHHOLDINGS 2029 GRANT REFUND LIABILITY 19158 OPERATING LEASE LIABILITY 72811 GRANT ADVANCE 11816 105814 X 1986841 0 1986841 0 1986841 1915570 0 1915570 0 1915570 PART X, LINE 2: SOAR HAS ADOPTED THE ACCOUNTING GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. SOAR FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO SOAR'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. SOAR'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. WITH FEW EXCEPTIONS, SOAR IS NO LONGER SUBJECT TO SUCH EXAMINATIONS FOR YEARS BEFORE 2021. FORM 990, PART VI, SECTION B, LINE 11B SOAR CONSULTS WITH THE BOOKKEEPING ACCOUNTANT AND THE AUDITORS FOR REVIEW BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE THAT IS SIGNED BY STAFF AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A SALARY FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS AND IS BASED ON MANY FACTORS, INCLUDING CONTRACT BUDGETS, MARKET, AND BUDGET CONTRAINTS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST