SOAR 365 (EIN 540629691) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

JULEE W FLETCHER

Phone

8043581874

Tax Period

2023-01-01 to 2023-12-31

SOAR 365, founded in 1954, is a mid-sized nonprofit that reported $19.3M in total revenue in fiscal year 2019.

Mission

CREATING LIFE-FULFILLING OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,526,267

Program Service Revenue $17,556,346

Investment Income $213,259

Other Revenue $71,297

TOTAL REVENUE $23,367,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,860,061

Fundraising Expenses $745,492

Program Expenses $19,916,704

Other Expenses $5,343,113

TOTAL EXPENSES $22,203,174

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,367,169	$19,174,641	+0.2%
Expenses	$22,203,174	$19,780,713	+0.1%
Net Income	$1,163,995	$-606,072	-2.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

506

Volunteers

1075

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,636,571

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLINTON KELLY	IMMEDIATE PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MEG HENDRICK DOWNS	CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS J CRICCHI	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROHANA MEADE	SECRETARY	1.00	Officer Director	$0	$0	$0
E SCOTT BLACKWELL	DIRECTOR	1.00	Director	$0	$0	$0
RIC D BROWN	DIRECTOR	1.00	Director	$0	$0	$0
HENRY STOKES CARTER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFERY CONLEY	DIRECTOR	1.00	Director	$0	$0	$0
NAKEINA E DOUGLASS-GLENN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS HORSEY	DIRECTOR	1.00	Director	$0	$0	$0
ELEANOR S JONES	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN A MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PENNY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM POOLE	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE FLEMING TILLIES	DIRECTOR	1.00	Director	$0	$0	$0
ANNE WARING	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BURWELL WALKER	PRESIDENT & CEO	40.00	Officer	$318,991	$63,523	$382,514
JULEE WARREN FLETCHER	SENIOR VP & CFO	40.00	Officer	$205,403	$33,071	$238,474
JAMES RICHARD QUIGG	VP, BUSINESS SOLUTIONS	40.00	Officer	$177,957	$35,781	$213,738
CHARLES D STORY III	VP, HUMAN RESOURCES	40.00	Officer	$175,575	$25,135	$200,710
WILLIAM MILTON SLATE	VP, INFORMATION TECHNOLOGY	40.00	Officer	$167,838	$33,396	$201,234
MARY MICHELLE THOMSON	VP, COMMUNITY ENGAGEMENT	40.00	Officer	$151,482	$24,153	$175,635
DIANA MILLER	VP, MARKETING & COMMUNICATIONS	40.00	Officer	$137,870	$10,842	$148,712
TRICIA PURYEAR	VP, HUMAN SERVICES	40.00	Officer	$67,253	$8,301	$75,554
KIMBERLY PATTERSON MURPHY	IT PROJECT MANAGER	40.00	Highest	$120,891	$10,052	$130,943
MATTHEW TAYLOR BARNS	IT INFRASTRUCTURE MANAGER	40.00	Highest	$120,772	$20,510	$141,282
RONALD LEWIS ESSEX	DIRECTOR, FINANCIAL PLANNING & ANALYSIS	40.00	Highest	$110,753	$33,087	$143,840
DANA PURYEAR WILSON	DIRECTOR OF MAJOR GIFTS	40.00	Highest	$108,140	$31,760	$139,900
EMILY SUZANNE LEHMANN	VP, DAY SUPPORT AND RESPITE	40.00	Highest	$105,309	$7,091	$112,400

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$23,367,169	$22,203,174	$22,964,702	$1,163,995
2022	$19,174,641	$19,780,713	$21,502,679	$-606,072
2021	$17,622,374	$16,270,517	$23,580,904	$1,351,857
2020	$16,750,400	$17,910,892	$23,210,802	$-1,160,492
2019	$19,310,385	$18,843,114	$21,736,292	$467,271

SOAR 365