{"success":true,"data":{"_id":391917503,"filings":[{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DAVID KONDRAT","DAVE HEIDE","DANA BAUMGARTNER","LALENA LAMPE"],"Title":["PRESIDENT","MEMBER","MEMBER","EXECUTIVE DIRECTOR","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,40.0,40.0],"Total Compensation":[0,0,0,82411,50527],"Direct compensation":[0,0,0,62193,40562],"Other compensation":[0,0,0,20218,9965]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2024,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JENIFER KOBERSTEIN","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":3,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"4513 MILWAUKEE STREET, MADISON, WI, 53714, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53714},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":3,"Number of employees total":46,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":46,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1986841,"Contributions":{"value":462261,"Other contributions":2894,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":459367,"Related organizations":0},"Program revenue":{"value":1522655,"Total revenue":{"value":1522655,"COMPREHENSIVE COMMUNIT":894456,"MENTAL HEALTH CASE MAN":623077,"OTHER CLIENT SERVICES":5122},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":1925,"Other total":1925,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1915570,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1445140,"Current officers":139050,"Disqualified persons":0,"Other salaries and wages":1031050,"Pension plan contributions":35681,"Other employee benefits":153697,"Payroll taxes":85662},"Other expenses":{"value":470430,"Management services":0,"Legal":0,"Accounting":99891,"Lobbying services":0,"Investment management fees":0,"Other services":163033,"Advertising":0,"Office expenses":38611,"Information technology":0,"Royalties":0,"Occupancy":45934,"Travel":43007,"Conferences and meetings":0,"Interest":14867,"Payments to affiliates":0,"Depreciation and depletion":12000,"Insurance":17000,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":36087,"REPAIRS/IMPROVEMENTS":21326,"TELEPHONE":14665,"EQUIPMENT":96},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1629274,"Management And General Expenses":286296,"Fundraising Expenses":0}},"Assets":{"value":1017365,"Non-interest bearing cash":203352,"Savings and temp cash investments":0,"Pledges and grants receivable":41844,"Accounts receivable":111245,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":18238,"Land, building, equipment":579093,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":63593},"Liabilities":{"value":619277,"Sum of Total Liabilities":0,"Accounts payable, accrued":101667,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":332426,"Unsecured notes loans payable":79370,"Other liabilities":105814},"Fund balance":{"value":398088,"Net assets without donor restriction":393839,"Net assets with donor restriction":4249,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8505426583210219,"percentile":0.6943935134090049},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.0358715166437576,"percentile":0.4922343605522187},"Liabilities to Assets Ratio":{"score":0.6087068063084538,"percentile":0.11043036020667515},"Operating Reserve Ratio":{"score":0.5311030137243745,"percentile":0.2638903905393796},"Officer Compensation Ratio":{"score":0.06939866462723888,"percentile":0.6675841873226842},"Program Expense Growth":{"score":0.061712131979727775,"percentile":0.5730265012626382},"Revenue Growth":{"score":0.06465925038812806,"percentile":0.6630609731480961},"Asset Growth":{"score":0.16910492632000512,"percentile":0.8100134937859336},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.633234143299853,"percentile":0.6988420686975377}},"source_xml":"202512619349300411_public.xml"},{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DIANNE GREENELY","DAVID LECOUNT","EDWIN ERWIN","MARY MARIA HANSON","MARK NOWACKI","JENNIFER BRANKS","TRINA MENGES"],"Title":["PRESIDENT","MEMBER","SECRETARY","MEMBER","MEMBER","MEMBER","EX EXECUTIVE DIRECTOR","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,47219,37360],"Direct compensation":[0,0,0,0,0,0,42652,35304],"Other compensation":[0,0,0,0,0,0,4567,2056]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2014,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEN KOBERSTEIN","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":10,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"2025 ATWOOD AVENUE, MADISON, WI, 53704, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53704},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":54,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":54,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":997331,"Contributions":{"value":982827,"Other contributions":930,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":981897,"Related organizations":0},"Program revenue":{"value":10009,"Total revenue":{"value":10009,"RENTAL REIMBURSEMENTS":5884,"CASE MGMT SERVICES":4125},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":4495,"Other total":4495,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":989843,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":751691,"Current officers":84579,"Disqualified persons":0,"Other salaries and wages":533360,"Pension plan contributions":0,"Other employee benefits":77754,"Payroll taxes":55998},"Other expenses":{"value":238152,"Management services":0,"Legal":0,"Accounting":7000,"Lobbying services":0,"Investment management fees":0,"Other services":80142,"Advertising":0,"Office expenses":30489,"Information technology":0,"Royalties":0,"Occupancy":41213,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":11944,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":67364,"AUTO ALLOWANCE":37523,"TELEPHONE":15642,"CLIENT ASSISTANCE":14199},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":854239,"Management And General Expenses":135604,"Fundraising Expenses":0}},"Assets":{"value":272421,"Non-interest bearing cash":180721,"Savings and temp cash investments":0,"Pledges and grants receivable":77149,"Accounts receivable":410,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":7292,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":6849},"Liabilities":{"value":218649,"Sum of Total Liabilities":0,"Accounts payable, accrued":104161,"Grants payable":0,"Deferred, revenue":110417,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":4071},"Fund balance":{"value":53772,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":51297,"Temporarily restricted net assets":2475,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8630045370831536,"percentile":0.7132484915373027},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.007508038955973493,"percentile":0.41792136799656143},"Liabilities to Assets Ratio":{"score":0.8026143358992148,"percentile":0.07860091964872434},"Operating Reserve Ratio":{"score":0.2752163726974884,"percentile":0.15109940688229942},"Officer Compensation Ratio":{"score":0.08544688400079609,"percentile":0.6034743036423584},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6002877709797275,"percentile":0.606351353486323}},"source_xml":"201512879349300821_public.xml"},{"Organization":{"value":null,"Person":["DAVID LECOUNT","DIANNE GREENELY","ADAM STROM","PETER ROSSMEISSL","ALICE PAUSER","CHERI LINEHAN","GREGORY DEZELL","TRACY ZEMLO"],"Title":["PRESIDENT","MEMBER","MEMBER","MEMBER","MEMBER","MEMBER","CO-EXECUTIVE DIRECTOR","CO-EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,78280,81193],"Direct compensation":[0,0,0,0,0,0,69047,75036],"Other compensation":[0,0,0,0,0,0,9233,6157]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2019,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GREG DEZELL","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":6,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"2132 FORDEM AVENUE NO 100, MADISON, WI, 53704, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53704},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":57,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":57,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2515926,"Contributions":{"value":2505227,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":2505227,"Related organizations":0},"Program revenue":{"value":10534,"Total revenue":10534,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":165,"Other total":165,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2467311,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1580389,"Current officers":156884,"Disqualified persons":0,"Other salaries and wages":1123378,"Pension plan contributions":0,"Other employee benefits":194898,"Payroll taxes":105229},"Other expenses":{"value":886922,"Management services":0,"Legal":0,"Accounting":8300,"Lobbying services":0,"Investment management fees":0,"Other services":633174,"Advertising":0,"Office expenses":49745,"Information technology":0,"Royalties":0,"Occupancy":105644,"Travel":40542,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":16034,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":33483,"TELEPHONE":12282,"REPAIRS/IMPROVEMENTS":11525,"EQUIPMENT":9069,"OTHER MISC EXPENSES":607},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":2175945,"Management And General Expenses":291366,"Fundraising Expenses":0}},"Assets":{"value":455611,"Non-interest bearing cash":94922,"Savings and temp cash investments":0,"Pledges and grants receivable":331936,"Accounts receivable":1108,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":24945,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2700},"Liabilities":{"value":272344,"Sum of Total Liabilities":0,"Accounts payable, accrued":245885,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":26459},"Fund balance":{"value":183267,"Net assets without donor restriction":180642,"Net assets with donor restriction":2625,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.881909495803326,"percentile":0.7422774362981641},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.019322905363671268,"percentile":0.45050002252032384},"Liabilities to Assets Ratio":{"score":0.5977555414597101,"percentile":0.11264857030019682},"Operating Reserve Ratio":{"score":0.184658926256155,"percentile":0.10814914902392943},"Officer Compensation Ratio":{"score":0.06463433268039578,"percentile":0.688297264971207},"Program Expense Growth":{"score":0.1763711809425896,"percentile":0.7841942723271017},"Revenue Growth":{"score":0.17294666824882968,"percentile":0.8735621950635679},"Asset Growth":{"score":0.14121509611146246,"percentile":0.7677490385712568},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6720274593307258,"percentile":0.7935778119396054}},"source_xml":"202043189349300339_public.xml"},{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DIANNE GREENELY","DAVID LECOUNT","EDWIN ERWIN","MARY MARIA HANSON","MARK NOWACKI","TRINA MENGES"],"Title":["PRESIDENT","MEMBER","SECRETARY","MEMBER","MEMBER","MEMBER","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,65909],"Direct compensation":[0,0,0,0,0,0,61530],"Other compensation":[0,0,0,0,0,0,4379]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2015,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEN KOBERSTEIN","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":1,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"2025 ATWOOD AVENUE, MADISON, WI, 53704, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53704},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":58,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":58,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1232905,"Contributions":{"value":1190601,"Other contributions":356,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1190245,"Related organizations":0},"Program revenue":{"value":41356,"Total revenue":{"value":41356,"CASE MGMT SERVICES":40278,"RENTAL REIMBURSEMENTS":1078},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":948,"Other total":948,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1208092,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":834981,"Current officers":65909,"Disqualified persons":0,"Other salaries and wages":629077,"Pension plan contributions":0,"Other employee benefits":78126,"Payroll taxes":61869},"Other expenses":{"value":373111,"Management services":0,"Legal":0,"Accounting":7050,"Lobbying services":0,"Investment management fees":0,"Other services":119121,"Advertising":0,"Office expenses":37956,"Information technology":0,"Royalties":0,"Occupancy":68040,"Travel":31899,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":14729,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":94316,"REPAIRS/IMPROVEMENTS":52315,"EQUIPMENT":21038,"TELEPHONE":16739,"CLIENT ASSISTANCE":4224},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1050295,"Management And General Expenses":157797,"Fundraising Expenses":0}},"Assets":{"value":311020,"Non-interest bearing cash":195166,"Savings and temp cash investments":0,"Pledges and grants receivable":102246,"Accounts receivable":1142,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":8067,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":4399},"Liabilities":{"value":232435,"Sum of Total Liabilities":0,"Accounts payable, accrued":114354,"Grants payable":0,"Deferred, revenue":111087,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":6994},"Fund balance":{"value":78585,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":75960,"Temporarily restricted net assets":2625,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8693832920009403,"percentile":0.7229229938855904},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.02012563822841176,"percentile":0.452634460090012},"Liabilities to Assets Ratio":{"score":0.7473313613272459,"percentile":0.08644198199704048},"Operating Reserve Ratio":{"score":0.2574472805051271,"percentile":0.1426982702400986},"Officer Compensation Ratio":{"score":0.05455627551544088,"percentile":0.7348349024466838},"Program Expense Growth":{"score":0.16633400717401595,"percentile":0.7737671175945865},"Revenue Growth":{"score":0.16325666772433678,"percentile":0.8636029330450794},"Asset Growth":{"score":0.3990114943504864,"percentile":0.9543476596986622},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6783786128566969,"percentile":0.807655133616765}},"source_xml":"201602359349300705_public.xml"},{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DIANNE GREENELY","DAVID LECOUNT","EDWIN ERWIN","MARY MARIA HANSON","MARK NOWACKI","TRINA MENGES"],"Title":["PRESIDENT","MEMBER","SECRETARY","MEMBER","MEMBER","MEMBER","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,80686],"Direct compensation":[0,0,0,0,0,0,77680],"Other compensation":[0,0,0,0,0,0,3006]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2017,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DAVID LECOUNT","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":6,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"2132 FORDEM AVENUE NO 100, MADISON, WI, 53704, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53704},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":46,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":46,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1795055,"Contributions":{"value":1787846,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1787846,"Related organizations":0},"Program revenue":{"value":6525,"Total revenue":6525,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":684,"Other total":684,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1718459,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1240679,"Current officers":80686,"Disqualified persons":0,"Other salaries and wages":922274,"Pension plan contributions":0,"Other employee benefits":151685,"Payroll taxes":86034},"Other expenses":{"value":477780,"Management services":0,"Legal":0,"Accounting":8075,"Lobbying services":0,"Investment management fees":0,"Other services":137879,"Advertising":0,"Office expenses":70695,"Information technology":0,"Royalties":0,"Occupancy":80335,"Travel":39608,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":14510,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":126678,"REPAIRS/IMPROVEMENTS":95043,"TELEPHONE":15197,"EQUIPMENT":13463,"CLIENT ASSISTANCE":2975},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1523773,"Management And General Expenses":194686,"Fundraising Expenses":0}},"Assets":{"value":308207,"Non-interest bearing cash":91674,"Savings and temp cash investments":0,"Pledges and grants receivable":193370,"Accounts receivable":990,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":19074,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3099},"Liabilities":{"value":127562,"Sum of Total Liabilities":0,"Accounts payable, accrued":122414,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":5148},"Fund balance":{"value":180645,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":178020,"Temporarily restricted net assets":2625,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8867089642522749,"percentile":0.7497172387680955},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.04267055884081546,"percentile":0.5083407738716961},"Liabilities to Assets Ratio":{"score":0.41388417524585747,"percentile":0.16024063759252613},"Operating Reserve Ratio":{"score":0.17935080208489118,"percentile":0.10559936333162835},"Officer Compensation Ratio":{"score":0.046952531308573554,"percentile":0.7718753220316799},"Program Expense Growth":{"score":0.17363895240183336,"percentile":0.7815524579670454},"Revenue Growth":{"score":0.17323273522970367,"percentile":0.8738480412536805},"Asset Growth":{"score":0.13817469205811017,"percentile":0.7625093675695513},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6903205515110944,"percentile":0.8320236669871088}},"source_xml":"201833169349303868_public.xml"},{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DAVID KONDRADT","DAVE HEIDE","LALENA LAMPE"],"Title":["PRESIDENT","MEMBER","MEMBER","EXCEUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,118932],"Direct compensation":[0,0,0,93024],"Other compensation":[0,0,0,25908]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2023,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"LALENA LAMPE","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":3,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"4513 MILWAUKEE STREET, MADISON, WI, 53714, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53714},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":3,"Number of employees total":61,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":61,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2066630,"Contributions":{"value":768494,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":768494,"Related organizations":0},"Program revenue":{"value":1292390,"Total revenue":{"value":1292390,"COMPREHENSIVE COMMUNIT":908922,"MENTAL HEALTH CASE MAN":378714,"OTHER CLIENT SERVICES":4754},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":5746,"Other total":5746,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2027566,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1511791,"Current officers":124108,"Disqualified persons":0,"Other salaries and wages":1123544,"Pension plan contributions":33680,"Other employee benefits":136950,"Payroll taxes":93509},"Other expenses":{"value":515775,"Management services":0,"Legal":0,"Accounting":98970,"Lobbying services":0,"Investment management fees":0,"Other services":184081,"Advertising":0,"Office expenses":63399,"Information technology":0,"Royalties":0,"Occupancy":45246,"Travel":43505,"Conferences and meetings":0,"Interest":17493,"Payments to affiliates":0,"Depreciation and depletion":12000,"Insurance":13225,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":37856,"REPAIRS/IMPROVEMENTS":17959,"TELEPHONE":15578,"EQUIPMENT":4319},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1729160,"Management And General Expenses":298406,"Fundraising Expenses":0}},"Assets":{"value":1020846,"Non-interest bearing cash":112562,"Savings and temp cash investments":0,"Pledges and grants receivable":55927,"Accounts receivable":152442,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":21100,"Land, building, equipment":591093,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":87722},"Liabilities":{"value":694029,"Sum of Total Liabilities":0,"Accounts payable, accrued":114189,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":353369,"Unsecured notes loans payable":115550,"Other liabilities":110921},"Fund balance":{"value":326817,"Net assets without donor restriction":324298,"Net assets with donor restriction":2519,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8528255060501113,"percentile":0.6978559287216131},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.01890227084674083,"percentile":0.4493874573820704},"Liabilities to Assets Ratio":{"score":0.6798567070841244,"percentile":0.09708668656070714},"Operating Reserve Ratio":{"score":0.5034834870973374,"percentile":0.2525354877341707},"Officer Compensation Ratio":{"score":0.0586575233555899,"percentile":0.7155445027635507},"Program Expense Growth":{"score":0.07807080872764871,"percentile":0.6224296294519028},"Revenue Growth":{"score":0.07994852049387534,"percentile":0.7123681810915405},"Asset Growth":{"score":0.19044628585744017,"percentile":0.8363674492763457},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6396833016676717,"percentile":0.7155819864198403}},"source_xml":"202412769349300116_public.xml"},{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DAVID KONDRADT","DAVE HEIDE","LALENA LAMPE"],"Title":["PRESIDENT","MEMBER","MEMBER","EXCEUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,114584],"Direct compensation":[0,0,0,89059],"Other compensation":[0,0,0,25525]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2022,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"LALENA LAMPE","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":3,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"4513 MILWAUKEE STREET, MADISON, WI, 53714, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53714},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":3,"Number of employees total":51,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":51,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2014910,"Contributions":{"value":1074679,"Other contributions":1500,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1073179,"Related organizations":0},"Program revenue":{"value":937731,"Total revenue":937731,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":2500,"Other total":2500,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1972128,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1461841,"Current officers":119725,"Disqualified persons":0,"Other salaries and wages":1072929,"Pension plan contributions":30691,"Other employee benefits":152115,"Payroll taxes":86381},"Other expenses":{"value":510287,"Management services":0,"Legal":0,"Accounting":89959,"Lobbying services":0,"Investment management fees":0,"Other services":174251,"Advertising":0,"Office expenses":74476,"Information technology":0,"Royalties":0,"Occupancy":44291,"Travel":37149,"Conferences and meetings":0,"Interest":20512,"Payments to affiliates":0,"Depreciation and depletion":12000,"Insurance":12976,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":44673,"REPAIRS/IMPROVEMENTS":24619,"TELEPHONE":14409,"EQUIPMENT":5645},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1685307,"Management And General Expenses":286821,"Fundraising Expenses":0}},"Assets":{"value":1096094,"Non-interest bearing cash":83575,"Savings and temp cash investments":0,"Pledges and grants receivable":276365,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":21913,"Land, building, equipment":603093,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":111148},"Liabilities":{"value":808341,"Sum of Total Liabilities":0,"Accounts payable, accrued":159875,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":363152,"Unsecured notes loans payable":153535,"Other liabilities":131779},"Fund balance":{"value":287753,"Net assets without donor restriction":285234,"Net assets with donor restriction":2519,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8545626855863311,"percentile":0.700453142999847},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.021232710145862595,"percentile":0.4555313278084831},"Liabilities to Assets Ratio":{"score":0.7374741582382532,"percentile":0.08793813182833442},"Operating Reserve Ratio":{"score":0.5557925246231482,"percentile":0.2738540969662259},"Officer Compensation Ratio":{"score":0.0581017053659803,"percentile":0.7181246633166418},"Program Expense Growth":{"score":0.09950203704224896,"percentile":0.6740932527050105},"Revenue Growth":{"score":0.10059573983826674,"percentile":0.7652368477856439},"Asset Growth":{"score":0.20824998854098437,"percentile":0.8551143635505731},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6537295197351267,"percentile":0.7507348937071421}},"source_xml":"202333059349301848_public.xml"},{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DIANE GREENELY","DAVID LECOUNT","DENIS COLLINS","ISHARA SMITH","JENNIFER BRANKS"],"Title":["PRESIDENT","MEMBER","SECRETARY","TREASURER","MEMBER","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,57132],"Direct compensation":[0,0,0,0,0,52108],"Other compensation":[0,0,0,0,0,5024]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2013,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEN KOBERSTEIN","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":10,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"2025 ATWOOD AVENUE, MADISON, WI, 53704, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53704},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":48,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":48,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":892981,"Contributions":{"value":873406,"Other contributions":775,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":872631,"Related organizations":0},"Program revenue":{"value":12485,"Total revenue":{"value":12485,"RENTAL REIMBURSEMENTS":7740,"CASE MGMT SERVICES":4745},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":7090,"Other total":7090,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":885781,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":669984,"Current officers":57132,"Disqualified persons":0,"Other salaries and wages":485130,"Pension plan contributions":0,"Other employee benefits":71997,"Payroll taxes":55725},"Other expenses":{"value":215797,"Management services":0,"Legal":0,"Accounting":6500,"Lobbying services":0,"Investment management fees":0,"Other services":81244,"Advertising":0,"Office expenses":17546,"Information technology":0,"Royalties":0,"Occupancy":9071,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":12854,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":88582,"AUTO ALLOWANCE":34744,"TELEPHONE":28500,"EQUIPMENT":14806,"CLIENT ASSISTANCE":10532},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":755343,"Management And General Expenses":130438,"Fundraising Expenses":0}},"Assets":{"value":123080,"Non-interest bearing cash":96014,"Savings and temp cash investments":0,"Pledges and grants receivable":13183,"Accounts receivable":522,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":3789,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":9572},"Liabilities":{"value":76796,"Sum of Total Liabilities":0,"Accounts payable, accrued":73438,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3358},"Fund balance":{"value":46284,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":44218,"Temporarily restricted net assets":2066,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.852742382146377,"percentile":0.6977344863976541},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.00806288151707595,"percentile":0.41953141829738605},"Liabilities to Assets Ratio":{"score":0.6239519012024699,"percentile":0.10739463450845825},"Operating Reserve Ratio":{"score":0.13895082418792004,"percentile":0.08641241293149772},"Officer Compensation Ratio":{"score":0.06449901273565362,"percentile":0.6889145890179811},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5985569598968011,"percentile":0.6012957407462588}},"source_xml":"201412109349300911_public.xml"},{"Organization":{"value":null,"Person":["DAVID LECOUNT","DIANNE GREENELY","ADAM STROM","PETER ROSSMEISSL","ALICE PAUSER","KAREN HERRO","EDWIN ERWIN","TRINA MENGES","TRACY ZEMLO"],"Title":["PRESIDENT","MEMBER","MEMBER","MEMBER","MEMBER","MEMBER","MEMBER","FORMER EXECUTIVE DIRECTOR","CURRENT EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,76280,75552],"Direct compensation":[0,0,0,0,0,0,0,69901,73085],"Other compensation":[0,0,0,0,0,0,0,6379,2467]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2018,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DAVID LECOUNT","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":7,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"2132 FORDEM AVENUE NO 100, MADISON, WI, 53704, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53704},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":59,"Total Gross UBI":0,"Net unrelated business taxable income":1880,"Number of employees":59,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2030452,"Contributions":{"value":2018049,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":2018049,"Related organizations":0},"Program revenue":{"value":11959,"Total revenue":11959,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":444,"Other total":444,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2040927,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1521196,"Current officers":151832,"Disqualified persons":0,"Other salaries and wages":1004617,"Pension plan contributions":0,"Other employee benefits":271012,"Payroll taxes":93735},"Other expenses":{"value":519731,"Management services":0,"Legal":0,"Accounting":7965,"Lobbying services":0,"Investment management fees":0,"Other services":149884,"Advertising":0,"Office expenses":47344,"Information technology":0,"Royalties":0,"Occupancy":99558,"Travel":36938,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":14646,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":162697,"SUBCONTRACTORS":112375,"REPAIRS/IMPROVEMENTS":31386,"TELEPHONE":14157,"EQUIPMENT":4779},"All other expenses":699},"Functional Expenses":{"value":null,"Program Service Expenses":1770797,"Management And General Expenses":270130,"Fundraising Expenses":0}},"Assets":{"value":364508,"Non-interest bearing cash":24460,"Savings and temp cash investments":0,"Pledges and grants receivable":315496,"Accounts receivable":1781,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":19672,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3099},"Liabilities":{"value":229856,"Sum of Total Liabilities":0,"Accounts payable, accrued":188754,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":41102},"Fund balance":{"value":134652,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":132027,"Temporarily restricted net assets":2625,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8676434776942047,"percentile":0.7202587144433793},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.005158949829890094,"percentile":0.37212562712987746},"Liabilities to Assets Ratio":{"score":0.6305924698497701,"percentile":0.1060967695945647},"Operating Reserve Ratio":{"score":0.17859923456350962,"percentile":0.10523014256125235},"Officer Compensation Ratio":{"score":0.07439364563259734,"percentile":0.6467700130937165},"Program Expense Growth":{"score":0.1733779632107666,"percentile":0.78127825083269},"Revenue Growth":{"score":0.16934581584018626,"percentile":0.8699388636312096},"Asset Growth":{"score":0.13194728270058526,"percentile":0.7513316457456445},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.648457369297544,"percentile":0.7378354818020939}},"source_xml":"201933089349300248_public.xml"},{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DIANNE GREENELY","DAVID LECOUNT","EDWIN ERWIN","MARY MARIA HANSON","MARK NOWACKI","TRINA MENGES"],"Title":["PRESIDENT","MEMBER","SECRETARY","MEMBER","MEMBER","MEMBER","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,63587],"Direct compensation":[0,0,0,0,0,0,59185],"Other compensation":[0,0,0,0,0,0,4402]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2016,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEN KOBERSTEIN","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":6,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"2132 FORDEM AVENUE NO 100, MADISON, WI, 53704, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53704},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":51,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":51,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1372834,"Contributions":{"value":1343135,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1343135,"Related organizations":0},"Program revenue":{"value":29156,"Total revenue":29156,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":543,"Other total":543,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1347370,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":980347,"Current officers":63587,"Disqualified persons":0,"Other salaries and wages":766194,"Pension plan contributions":0,"Other employee benefits":83087,"Payroll taxes":67479},"Other expenses":{"value":367023,"Management services":0,"Legal":0,"Accounting":7450,"Lobbying services":0,"Investment management fees":0,"Other services":123290,"Advertising":0,"Office expenses":42613,"Information technology":0,"Royalties":0,"Occupancy":63112,"Travel":33004,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":14002,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":83552,"REPAIRS/IMPROVEMENTS":61143,"TELEPHONE":15682,"EQUIPMENT":6167,"CLIENT ASSISTANCE":560},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1180086,"Management And General Expenses":167284,"Fundraising Expenses":0}},"Assets":{"value":252313,"Non-interest bearing cash":66947,"Savings and temp cash investments":0,"Pledges and grants receivable":171374,"Accounts receivable":173,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":10165,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3654},"Liabilities":{"value":148264,"Sum of Total Liabilities":0,"Accounts payable, accrued":136284,"Grants payable":0,"Deferred, revenue":4782,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":7198},"Fund balance":{"value":104049,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":101424,"Temporarily restricted net assets":2625,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8758440517452518,"percentile":0.7328438046289061},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.01854849166031727,"percentile":0.4484750276103246},"Liabilities to Assets Ratio":{"score":0.5876193458125424,"percentile":0.11477439764811145},"Operating Reserve Ratio":{"score":0.187263335238279,"percentile":0.10937806610365383},"Officer Compensation Ratio":{"score":0.047193421257709464,"percentile":0.7706641166234524},"Program Expense Growth":{"score":0.15315616322344772,"percentile":0.7590790410633753},"Revenue Growth":{"score":0.14903149452708608,"percentile":0.8470720083228556},"Asset Growth":{"score":0.1778401683711675,"percentile":0.8214241957908247},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6716685064924242,"percentile":0.7927838727553469}},"source_xml":"201712999349301411_public.xml"},{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DAVID LECOUNT","DIANNE GREENLY","PETER ROSSMEISSL","CHERI LINEHAN","DAVID KONDRAT","GREGORY DEZELL"],"Title":["PRESIDENT","FORMER PRESIDENT","MEMBER","MEMBER","MEMBER","MEMBER","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,93554],"Direct compensation":[0,0,0,0,0,0,83222],"Other compensation":[0,0,0,0,0,0,10332]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2020,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"LALENA LAMPE","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":6,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"4513 MILWAUKEE STREET, MADISON, WI, 53714, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53714},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":3,"Number of employees total":47,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":47,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2166218,"Contributions":{"value":2162938,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":2162938,"Related organizations":0},"Program revenue":{"value":3280,"Total revenue":3280,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2129116,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1139574,"Current officers":93554,"Disqualified persons":0,"Other salaries and wages":824748,"Pension plan contributions":0,"Other employee benefits":144877,"Payroll taxes":76395},"Other expenses":{"value":989542,"Management services":0,"Legal":0,"Accounting":9050,"Lobbying services":0,"Investment management fees":0,"Other services":715917,"Advertising":0,"Office expenses":48838,"Information technology":0,"Royalties":0,"Occupancy":104406,"Travel":16862,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":15244,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":79225,"EQUIPMENT":55184,"TELEPHONE":17248,"REPAIRS/IMPROVEMENTS":6793},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1838937,"Management And General Expenses":290179,"Fundraising Expenses":0}},"Assets":{"value":660740,"Non-interest bearing cash":403887,"Savings and temp cash investments":0,"Pledges and grants receivable":226984,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":15294,"Land, building, equipment":11500,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3075},"Liabilities":{"value":440371,"Sum of Total Liabilities":0,"Accounts payable, accrued":139502,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":280400,"Other liabilities":20469},"Fund balance":{"value":220369,"Net assets without donor restriction":217744,"Net assets with donor restriction":2625,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8637091638031934,"percentile":0.7143078391725005},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.017127546719674567,"percentile":0.4446488144017573},"Liabilities to Assets Ratio":{"score":0.6664815207191936,"percentile":0.099411618185185},"Operating Reserve Ratio":{"score":0.3103353692330526,"percentile":0.1675108356292587},"Officer Compensation Ratio":{"score":0.04394030198448558,"percentile":0.7871106255436383},"Program Expense Growth":{"score":0.14264153043434288,"percentile":0.7459025313602987},"Revenue Growth":{"score":0.14150179987939113,"percentile":0.837202615674618},"Asset Growth":{"score":0.1696855260900532,"percentile":0.8107909354729007},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.666239657832084,"percentile":0.7802738310245435}},"source_xml":"202142949349300649_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["JENIFER KOBERSTEIN","DAVID KONDRAT","DAVE HEIDE","DANA BAUMGARTNER","LALENA LAMPE"],"Title":["PRESIDENT","MEMBER","MEMBER","EXECUTIVE DIRECTOR","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,40.0,40.0],"Total Compensation":[0,0,0,82411,50527],"Direct compensation":[0,0,0,62193,40562],"Other compensation":[0,0,0,20218,9965]},"Basic":{"value":null,"mission":"Provide mental healthcase management in a consumer directed, recovery oriented manner.","year":2024,"name":"SOAR CASE MANAGEMENT SERVICES INC","phone":6082870839,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JENIFER KOBERSTEIN","year_formation":1997,"state_legal_domicile":"WI","total_volunteers":3,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"4513 MILWAUKEE STREET, MADISON, WI, 53714, USA","city":"MADISON","state":"WI","country":"USA","zip_code":53714},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":3,"Number of employees total":46,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":46,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1986841,"Contributions":{"value":462261,"Other contributions":2894,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":459367,"Related organizations":0},"Program revenue":{"value":1522655,"Total revenue":{"value":1522655,"COMPREHENSIVE COMMUNIT":894456,"MENTAL HEALTH CASE MAN":623077,"OTHER CLIENT SERVICES":5122},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":1925,"Other total":1925,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1915570,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1445140,"Current officers":139050,"Disqualified persons":0,"Other salaries and wages":1031050,"Pension plan contributions":35681,"Other employee benefits":153697,"Payroll taxes":85662},"Other expenses":{"value":470430,"Management services":0,"Legal":0,"Accounting":99891,"Lobbying services":0,"Investment management fees":0,"Other services":163033,"Advertising":0,"Office expenses":38611,"Information technology":0,"Royalties":0,"Occupancy":45934,"Travel":43007,"Conferences and meetings":0,"Interest":14867,"Payments to affiliates":0,"Depreciation and depletion":12000,"Insurance":17000,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":36087,"REPAIRS/IMPROVEMENTS":21326,"TELEPHONE":14665,"EQUIPMENT":96},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1629274,"Management And General Expenses":286296,"Fundraising Expenses":0}},"Assets":{"value":1017365,"Non-interest bearing cash":203352,"Savings and temp cash investments":0,"Pledges and grants receivable":41844,"Accounts receivable":111245,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":18238,"Land, building, equipment":579093,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":63593},"Liabilities":{"value":619277,"Sum of Total Liabilities":0,"Accounts payable, accrued":101667,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":332426,"Unsecured notes loans payable":79370,"Other liabilities":105814},"Fund balance":{"value":398088,"Net assets without donor restriction":393839,"Net assets with donor restriction":4249,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8505426583210219,"percentile":0.6943935134090049},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.0358715166437576,"percentile":0.4922343605522187},"Liabilities to Assets Ratio":{"score":0.6087068063084538,"percentile":0.11043036020667515},"Operating Reserve Ratio":{"score":0.5311030137243745,"percentile":0.2638903905393796},"Officer Compensation Ratio":{"score":0.06939866462723888,"percentile":0.6675841873226842},"Program Expense Growth":{"score":0.061712131979727775,"percentile":0.5730265012626382},"Revenue Growth":{"score":0.06465925038812806,"percentile":0.6630609731480961},"Asset Growth":{"score":0.16910492632000512,"percentile":0.8100134937859336},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.633234143299853,"percentile":0.6988420686975377}},"source_xml":"202512619349300411_public.xml"},"sector":"Health","donation_categories":[],"zakat_policy":null},"error":null}