Nonprofit · EIN 54-0629691
SOAR 365
Tax-exempt · RICHMOND, VA 23227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $20,853,344 | $23,051,269 | -$2,197,925 | $20,144,583 | $6,575,344 | $13,569,239 |
| December 31, 2023 | 990 | $23,367,169 | $22,203,174 | $1,163,995 | $22,964,702 | $7,228,827 | $15,735,875 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,936,898
- of which government grants
- $61,000
- Program service revenue
- $18,644,631
- Investment income
- $204,750
- Net rental income
- $41,927
- Net gain from sales of assets
- $12,487
- Net income from fundraising events
- -$28,714
- Other revenue
- $67,065
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,625,444
- Other salaries and wages
- $12,624,650
- Salaries, compensation and benefits (total)
- $17,797,456
- Professional fundraising fees
- $0
- Legal fees
- $47,880
- Accounting fees
- $92,702
- Occupancy
- $545,189
- Travel
- $311,810
- Depreciation
- $840,536
- Program services (functional)
- $20,787,913
- Management and general (functional)
- $1,515,487
- Fundraising (functional)
- $747,869
Balance sheet and other
- Total assets, start of year
- $22,964,702
- Total assets, end of year
- $20,144,583
- Total liabilities, end of year
- $6,575,344
- Net assets, end of year
- $13,569,239
- Land, buildings and equipment
- $13,884,938
- Publicly traded securities
- $1,104,408
- Net assets without donor restrictions
- $13,009,838
- Net assets with donor restrictions
- $559,401
- Gross receipts
- $23,423,344
- Employees
- 485
- Volunteers
- 1,135
- Year formed
- 1954
- State of legal domicile
- VA
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 |
|---|---|---|---|---|
| JOHN BURWELL WALKER | PRESIDENT & CEO Officer | 40 | $338,453 | $59,204 |
| JULEE WARREN FLETCHER | SENIOR VP & CFO Officer | 40 | $213,016 | $32,267 |
| JAMES RICHARD QUIGG | VP, BUSINESS SOLUTIONS Officer | 40 | $177,268 | $32,668 |
| WILLIAM MILTON SLATE | VP, CHIEF INFORMATION OFFICER Officer | 40 | $172,606 | $32,296 |
| CHARLES D STORY III | VP, HR & COMPLIANCE Officer | 40 | $172,277 | $30,329 |
| MARY MICHELLE THOMSON | VP, COMMUNITY ENGAGEMENT Officer | 40 | $162,984 | $21,042 |
| TRICIA DUFFEE PURYEAR | VP, HUMAN SERVICES Officer | 40 | $158,915 | $22,119 |
| TRENT JAMES MCFADDEN | AVP, ABILITY ONE BUSINESS LINE Highest-paid employee | 40 | $128,859 | $28,347 |
| DIANA MILLER | VP, MARKETING & COMMS Officer | 40 | $141,074 | $11,549 |
| RONALD LEWIS ESSEX | DIRECTOR, FINANCIAL PLANNING Highest-paid employee | 40 | $117,613 | $34,182 |
| DANA PURYEAR WILSON | DIRECTOR OF MAJOR GIFTS Highest-paid employee | 40 | $114,508 | $32,856 |
| MATTHEW TAYLOR BARNS | IT INFRASTRUCTURE MANAGER Highest-paid employee | 40 | $122,897 | $20,099 |
| KIMBERLY PATTERSON MURPHY | IT PROJECT MANAGER Highest-paid employee | 40 | $123,136 | $10,799 |
| MEG HENDRICK DOWNS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS J CRICCHI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROHANA MEADE | SECRETARY Trustee or director, Officer | 1 | $0 |
| CLINTON KELLY | IMMEDIATE PAST BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| E SCOTT BLACKWELL | DIRECTOR Trustee or director | 1 | $0 |
| RIC D BROWN | DIRECTOR Trustee or director | 1 | $0 |
| HENRY STOKES CARTER | DIRECTOR Trustee or director | 1 | $0 |
| JEFFERY CONLEY | DIRECTOR Trustee or director | 1 | $0 |
| NAKEINA E DOUGLASS-GLENN | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS HORSEY | DIRECTOR Trustee or director | 1 | $0 |
| ELEANOR S JONES | DIRECTOR Trustee or director | 1 | $0 |
| MAUREEN A MCBRIDE | DIRECTOR Trustee or director | 1 | $0 |
| JEFF PENNY | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM POOLE | DIRECTOR Trustee or director | 1 | $0 |
| VALERIE FLEMING TILLIES | DIRECTOR Trustee or director | 1 | $0 |
| ANNE WARING | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN BURWELL WALKER | PRESIDENT & CEO Officer | 40 | $318,991 | $63,523 |
| JULEE WARREN FLETCHER | SENIOR VP & CFO Officer | 40 | $205,403 | $33,071 |
| JAMES RICHARD QUIGG | VP, BUSINESS SOLUTIONS Officer | 40 | $177,957 | $35,781 |
| WILLIAM MILTON SLATE | VP, INFORMATION TECHNOLOGY Officer | 40 | $167,838 | $33,396 |
| CHARLES D STORY III | VP, HUMAN RESOURCES Officer | 40 | $175,575 | $25,135 |
| MARY MICHELLE THOMSON | VP, COMMUNITY ENGAGEMENT Officer | 40 | $151,482 | $24,153 |
| DIANA MILLER | VP, MARKETING & COMMUNICATIONS Officer | 40 | $137,870 | $10,842 |
| RONALD LEWIS ESSEX | DIRECTOR, FINANCIAL PLANNING & ANALYSIS Highest-paid employee | 40 | $110,753 | $33,087 |
| MATTHEW TAYLOR BARNS | IT INFRASTRUCTURE MANAGER Highest-paid employee | 40 | $120,772 | $20,510 |
| DANA PURYEAR WILSON | DIRECTOR OF MAJOR GIFTS Highest-paid employee | 40 | $108,140 | $31,760 |
| KIMBERLY PATTERSON MURPHY | IT PROJECT MANAGER Highest-paid employee | 40 | $120,891 | $10,052 |
| EMILY SUZANNE LEHMANN | VP, DAY SUPPORT AND RESPITE Highest-paid employee | 40 | $105,309 | $7,091 |
| TRICIA PURYEAR | VP, HUMAN SERVICES Officer | 40 | $67,253 | $8,301 |
| CLINTON KELLY | IMMEDIATE PAST BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MEG HENDRICK DOWNS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS J CRICCHI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROHANA MEADE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| E SCOTT BLACKWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RIC D BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HENRY STOKES CARTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFERY CONLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NAKEINA E DOUGLASS-GLENN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS HORSEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELEANOR S JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAUREEN A MCBRIDE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF PENNY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM POOLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE FLEMING TILLIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNE WARING | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3600 SAUNDERS AVE, RICHMOND, VA 23227-4328
- Principal officer (990 for 2024)
- JULEE W FLETCHER, 3600 SAUNDERS AVENUE, RICHMOND, VA 232274347
- Signed the 990
- JULEE W FLETCHER, SENIOR VP & CFO
- Phone
- (804) 358-1874
- Website
- SOAR365.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
CREATING LIFE-FULFILLING OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES.
Program accomplishments
- BUSINESS SOLUTIONS: PROVIDES WORK OPPORTUNITIES IN A VARIETY OF SETTINGS FOR INDIVIDUALS WITH DISABILITIES. THERE WERE 128 INDIVIDUALS SERVED IN THIS PROGRAM IN 2024.Expenses $11,027,165 · revenue $12,126,700
- DAY SUPPORT SERVICES: PROVIDES A STRUCTURED WEEKDAY PROGRAM, INCLUDING PERSON-CENTERED PLANNING, FOR ADULTS AND SCHOOL-AGED CHILDREN WITH DISABILITIES. PROGRAMS INCORPORATE SOCIALIZATION, A SAFE ENVIRONMENT, EXPERIENCE IN THE COMMUNITY, BUILDING INDEPENDENCE, LEARNING, VOLUNTEERING IN THE COMMUNITY AND WORK READINESS. THERE WERE 204 INDIVIDUALS SERVED IN THIS PROGRAM IN 2024.Expenses $4,616,404 · revenue $3,322,724
- PEDIATRIC THERAPY: PROVIDES OCCUPATIONAL, PHYSICAL, AND SPEECH THERAPIES, AS WELL AS DEVELOPMENTAL SERVICES, FOR CHILDREN FROM BIRTH THROUGH SCHOOL AGE. THERE WERE 1,058 CHILDREN SERVED IN THIS PROGRAM IN 2024.Expenses $1,986,294 · revenue $1,737,112
- SUMMER CAMP & RESPITE SERVICES: PROVIDES A SUMMER DAY AND OVERNIGHT CAMP OPPORTUNITY, AS WELL AS WEEKEND, EXTENDED AND EMERGENCY RESPITE CARE FOR INDIVIDUALS WITH DISABILITIES. THERE WERE 466 INDIVIDUALS SERVED IN THIS PROGRAM IN 2024.Expenses $2,067,579 · revenue $957,716
- EMPLOYMENT SERVICES: PROVIDES TRAINING AND SUPPORT TO PARTICIPANTS TO PREPARE THEM FOR EMPLOYMENT IN COMMUNITY SETTINGS. THERE WERE 153 INDIVIDUALS SERVED IN THIS PROGRAM IN 2024.Expenses $1,090,471 · revenue $500,379
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
- 54-0629691
- 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
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $20,144,583
- Income (IRS master file)
- $23,423,344
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $20,853,344 | $23,051,269 | $20,144,583 | XML |
| 990 | December 2023 | $23,367,169 | $22,203,174 | $22,964,702 | XML |
| 990 | December 2022 | $19,174,641 | $19,780,713 | $21,502,679 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 54-0629691).
Questions about SOAR 365
- What is the EIN of SOAR 365?
- The employer identification number (EIN) of SOAR 365 is 54-0629691.
- Is SOAR 365 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to SOAR 365 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOAR 365 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 365 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 365 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 365?
- The 990 for the year ended December 31, 2024 names JULEE W FLETCHER.
- Who are the officers and directors of SOAR 365?
- The 990 for the year ended December 31, 2024 lists 29 people; 13 received compensation from the organization, the highest $338,453 (JOHN BURWELL WALKER, PRESIDENT & CEO).
- How much revenue does SOAR 365 have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $20,853,344, expenses of $23,051,269 and total assets of $20,144,583 at year end.
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