Nonprofit · EIN 39-1917503
SOAR CASE MANAGEMENT SERVICES INC
Tax-exempt · MADISON, WI 53714
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,986,841 | $1,915,570 | $71,271 | $1,017,365 | $619,277 | $398,088 |
| December 31, 2023 | 990 | $2,066,630 | $2,027,566 | $39,064 | $1,020,846 | $694,029 | $326,817 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $462,261
- of which government grants
- $459,367
- Program service revenue
- $1,522,655
- Investment income
- $0
- Other revenue
- $1,925
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $139,050
- Other salaries and wages
- $1,031,050
- Salaries, compensation and benefits (total)
- $1,445,140
- Professional fundraising fees
- $0
- Accounting fees
- $99,891
- Occupancy
- $45,934
- Travel
- $43,007
- Depreciation
- $12,000
- Program services (functional)
- $1,629,274
- Management and general (functional)
- $286,296
Balance sheet and other
- Total assets, start of year
- $1,020,846
- Total assets, end of year
- $1,017,365
- Total liabilities, end of year
- $619,277
- Net assets, end of year
- $398,088
- Land, buildings and equipment
- $579,093
- Net assets without donor restrictions
- $393,839
- Net assets with donor restrictions
- $4,249
- Gross receipts
- $1,986,841
- Employees
- 46
- Volunteers
- 3
- Year formed
- 1997
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANA BAUMGARTNER | EXECUTIVE DIRECTOR Officer | 40 | $62,193 | $20,218 |
| LALENA LAMPE | EXECUTIVE DIRECTOR Officer | 40 | $40,562 | $9,965 |
| JENIFER KOBERSTEIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID KONDRAT | MEMBER Trustee or director | 1 | $0 | $0 |
| DAVE HEIDE | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LALENA LAMPE | EXCEUTIVE DIRECTOR Officer | 40 | $93,024 | $25,908 |
| JENIFER KOBERSTEIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID KONDRADT | MEMBER Trustee or director | 1 | $0 | $0 |
| DAVE HEIDE | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4513 MILWAUKEE ST, MADISON, WI 53714-2132
- Principal officer (990 for 2024)
- JENIFER KOBERSTEIN, 4513 MILWAUKEE ST, MADISON, WI 53714
- Signed the 990
- JENIFER KOBERSTEIN, PRESIDENT
- Phone
- (608) 287-0839
- Return prepared by
- JOHNSON BLOCK & CO INC
Mission
PROVIDE MENTAL HEALTH CASE MANAGEMENT IN A CONSUMER DIRECTED, RECOVERY ORIENTED MANNER.
Program accomplishments
- 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.Expenses $725,103 · revenue $894,456
- 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.Expenses $408,594 · revenue $488,912
- 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.Expenses $377,598
- COUNSELING AND THERAPEUTIC RESOURCES - PROGRAM CREATED TO PROVIDE PSYCHIATRIC CARE TO CLIENTS REFERRED BY THE CRISIS CENTER.Expenses $117,979 · revenue $141,212
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1917503
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F30)
- Assets (IRS master file)
- $1,017,365
- Income (IRS master file)
- $1,986,841
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,986,841 | $1,915,570 | $1,017,365 | XML |
| 990 | December 2023 | $2,066,630 | $2,027,566 | $1,020,846 | XML |
| 990 | December 2022 | $2,014,910 | $1,972,128 | $1,096,094 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1917503).
Questions about SOAR CASE MANAGEMENT SERVICES INC
- What is the EIN of SOAR CASE MANAGEMENT SERVICES INC?
- The employer identification number (EIN) of SOAR CASE MANAGEMENT SERVICES INC is 39-1917503.
- Is SOAR CASE MANAGEMENT SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SOAR CASE MANAGEMENT SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOAR CASE MANAGEMENT SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOAR CASE MANAGEMENT SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOAR CASE MANAGEMENT SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOAR CASE MANAGEMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 names JENIFER KOBERSTEIN.
- Who are the officers and directors of SOAR CASE MANAGEMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $62,193 (DANA BAUMGARTNER, EXECUTIVE DIRECTOR).
- How much revenue does SOAR CASE MANAGEMENT SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,986,841, expenses of $1,915,570 and total assets of $1,017,365 at year end.
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All nonprofits in MADISON · Wisconsin · Mental health and crisis intervention