2025-10-22T10:35:36-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 200 SOUTH 10TH ST STE 900 RICHMOND VA 23219 990 2024-01-01 540629691 SOAR 365 SOAR 8043581874 3600 SAUNDERS AVENUE RICHMOND VA 232274347 JULEE W FLETCHER SENIOR VP & CFO 8043581874 2025-10-17 1 1 BREE-ANN WEIDNER P01319397 8046735700 2024 2025-03-06 01:10:19Z JULEE W FLETCHER 3600 SAUNDERS AVENUE RICHMOND VA 232274347 23423344 0 X SOAR365.ORG X 1954 VA CREATING LIFE-FULFILLING OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES. 16 16 485 1135 0 0 5526267 1936898 17556346 18644631 213259 204750 71297 67065 23367169 20853344 0 0 0 0 16860061 17797456 0 0 747869 5343113 5253813 22203174 23051269 1163995 -2197925 22964702 20144583 7228827 6575344 15735875 13569239 X CREATING LIFE-FULFILLING OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES. 0 0 11027165 12126700 BUSINESS SOLUTIONS: PROVIDES WORK OPPORTUNITIES IN A VARIETY OF SETTINGS FOR INDIVIDUALS WITH DISABILITIES. THERE WERE 128 INDIVIDUALS SERVED IN THIS PROGRAM IN 2024. 4616404 3322724 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. 1986294 1737112 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. 2067579 957716 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. 1090471 500379 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. 3158050 1458095 20787913 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 485 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X JULEE W FLETCHER 8043581874 3600 SAUNDERS AVENUE RICHMOND VA 23227 MEG HENDRICK DOWNS CHAIR 1.00 0.00 X X 0 0 0 THOMAS J CRICCHI VICE CHAIR 1.00 0.00 X X 0 0 0 ROHANA MEADE SECRETARY 1.00 0.00 X X 0 0 0 CLINTON KELLY IMMEDIATE PAST BOARD CHAIR 1.00 0.00 X X 0 0 0 E SCOTT BLACKWELL DIRECTOR 1.00 0.00 X 0 0 0 RIC D BROWN DIRECTOR 1.00 0.00 X 0 0 0 HENRY STOKES CARTER DIRECTOR 1.00 0.00 X 0 0 0 JEFFERY CONLEY DIRECTOR 1.00 0.00 X 0 0 0 NAKEINA E DOUGLASS-GLENN DIRECTOR 1.00 0.00 X 0 0 0 THOMAS HORSEY DIRECTOR 1.00 0.00 X 0 0 0 ELEANOR S JONES DIRECTOR 1.00 0.00 X 0 0 0 MAUREEN A MCBRIDE DIRECTOR 1.00 0.00 X 0 0 0 JEFF PENNY DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM POOLE DIRECTOR 1.00 0.00 X 0 0 0 VALERIE FLEMING TILLIES DIRECTOR 1.00 0.00 X 0 0 0 ANNE WARING DIRECTOR 1.00 0.00 X 0 0 0 JOHN BURWELL WALKER PRESIDENT & CEO 40.00 0.00 X 338453 0 59204 JULEE WARREN FLETCHER SENIOR VP & CFO 40.00 0.00 X 213016 0 32267 JAMES RICHARD QUIGG VP, BUSINESS SOLUTIONS 40.00 0.00 X 177268 0 32668 TRICIA DUFFEE PURYEAR VP, HUMAN SERVICES 40.00 0.00 X 158915 0 22119 WILLIAM MILTON SLATE VP, CHIEF INFORMATION OFFICER 40.00 0.00 X 172606 0 32296 CHARLES D STORY III VP, HR & COMPLIANCE 40.00 0.00 X 172277 0 30329 MARY MICHELLE THOMSON VP, COMMUNITY ENGAGEMENT 40.00 0.00 X 162984 0 21042 DIANA MILLER VP, MARKETING & COMMS 40.00 0.00 X 141074 0 11549 MATTHEW TAYLOR BARNS IT INFRASTRUCTURE MANAGER 40.00 0.00 X 122897 0 20099 RONALD LEWIS ESSEX DIRECTOR, FINANCIAL PLANNING 40.00 0.00 X 117613 0 34182 TRENT JAMES MCFADDEN AVP, ABILITY ONE BUSINESS LINE 40.00 0.00 X 128859 0 28347 KIMBERLY PATTERSON MURPHY IT PROJECT MANAGER 40.00 0.00 X 123136 0 10799 DANA PURYEAR WILSON DIRECTOR OF MAJOR GIFTS 40.00 0.00 X 114508 0 32856 2143606 0 367757 15 0 1 0 SOURCEAMERICA 8401 OLD COURTHOUSE ROAD VIENNA VA 22182 CONTRACT FACILITATION 324119 NUNNALLY'S TREE SERVICE 9208 BETHIA ROAD CHESTERFIELD VA 23832 LANDSCAPING 138468 SYNERGY TECHNICAL 2201 WEST BROAD STREET SUITE 100 RICHMOND VA 23220 INFORMATION TECHNOLOGY 119254 NURSESPRING LLC 9120 MIDLOTHIAN TURNPIKE RICHMOND VA 23235 NURSE STAFFING 113089 NETSMART 4950 COLLEGE BOULEVARD OVERLAND PARK KS 66211 INFORMATION TECHNOLOGY 104211 5 62568 201362 61000 1611968 24547 1936898 BUSINESS SOLUTIONS 624310 12126700 12126700 DAY SUPPORT SERVICES 624410 3322724 3322724 PEDIATRIC THERAPY 624100 1737112 1737112 RESPITE & SUMMER CAMP 624410 957716 957716 SUPPORTED EMPLOYMENT 624310 500379 500379 18644631 192263 192263 41927 0 41927 41927 41927 2451626 38349 2451039 26449 587 11900 12487 12487 63798 201362 92512 -28714 -28714 TECHNOLOGY SOLUTIONS -REIMBURSEME 900099 50000 50000 OTHER REVENUE 900099 2779 2779 DISCOUNTS 900099 1073 1073 53852 20853344 18644631 0 271815 1625444 390970 1050448 184026 12624650 9982174 2322569 319907 479388 395769 70137 13482 2032648 1632663 349432 50553 1035326 770102 228968 36256 47880 47880 92702 92702 1017424 830892 174090 12442 107139 5635 89255 12249 595712 484410 109709 1593 537001 3992 514767 18242 545189 530440 14749 311810 304847 6346 617 184458 74766 107131 2561 157363 2963 154400 840536 201638 638898 481955 283053 193638 5264 FOOD & BEVERAGE 281898 268717 5302 7879 ALLOCATION OF POOLED EX 0 4592862 -4675391 82529 52746 32020 20457 269 23051269 20787913 1515487 747869 1054247 1075447 42323 910416 162500 130000 1990544 2283044 541194 529038 29240645 15355707 14385824 13884938 4392838 1104408 395232 227292 22964702 20144583 2065514 1653194 4481432 4333862 681881 588288 7228827 6575344 X 15314255 13009838 421620 559401 15735875 13569239 22964702 20144583 -2197925 31289 0 X 0 1 X 1 0 X 3496712 4140011 3203740 5526267 1936898 18303628 3496712 4140011 3203740 5526267 1936898 18303628 22659 18280969 46241 43282 66024 265730 234190 655467 10592 10592 10762 54961 1609 26198 53852 147382 19117069 78752116 0.95630 0.96420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS OTHER INCOME - 2020 AMOUNT: $ 10,762. 2021 AMOUNT: $ 54,961. 2022 AMOUNT: $ 1,609. 2023 AMOUNT: $ 26,198. 2024 AMOUNT: $ 53,852. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 449477 235415 185790 499102 401035 207830 159388 449477 354432 203013 156410 401035 129984 380198 155750 354432 138785 83936 92737 129984 0.76540 0.23460 0.00000 0 0 1983562 1983562 11001101 4705020 6296081 8091688 4129987 3961701 5543158 4105872 1437286 2621136 2414828 206308 13884938 DEFERRED COMPENSATION LIABILITY 352789 LEASE LIABILITY 235499 588288 X 20952598 31289 31289 20921309 -67965 -67965 20853344 23119234 67965 67965 23051269 0 23051269 PART V, LINE 4: THE ORGANIZATION'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF ONE DONOR-RESTRICTED ENDOWMENT FUND ESTABLISHED FOR FURTHERING THE MISSION OF THE ORGANIZATION. THERE ARE ALSO TWO BOARD AND MANAGEMENT DESIGNATED ENDOWMENT FUNDS, THE LADYBUG FUND AND CAMP BAKER OPERATING FUND. THESE FUNDS TOTALED $382,015 AND ALSO GO TO FURTHERING THE MISSION OF THE ORGANIZATION. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT SOAR365 IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC. CONTRIBUTIONS TO SOAR365 ARE TAX DEDUCTIBLE AS DEFINED BY SECTION 170 OF THE IRC. MANAGEMENT HAS EVALUATED TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED SOAR365 HAD NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2024 OR 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE -67,965. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE 67,965. LADYBUG 265160 201362 63798 34107 58405 265160 201362 63798 34107 58405 92512 -28714 X X X X 0 0 0 0 0 0 0 0 0 JOHN BURWELL WALKER PRESIDENT & CEO 338453 0 0 0 0 0 29321 0 29883 0 397657 0 0 0 JULEE WARREN FLETCHER SENIOR VP & CFO 213016 0 0 0 0 0 4072 0 28195 0 245283 0 0 0 JAMES RICHARD QUIGG VP, BUSINESS SOLUTIONS 177268 0 0 0 0 0 3519 0 29149 0 209936 0 0 0 WILLIAM MILTON SLATE VP, CHIEF INFORMATION OFFICER 172606 0 0 0 0 0 3381 0 28915 0 204902 0 0 0 CHARLES D STORY III VP, HR & COMPLIANCE 172277 0 0 0 0 0 3381 0 26948 0 202606 0 0 0 MARY MICHELLE THOMSON VP, COMMUNITY ENGAGEMENT 162984 0 0 0 0 0 2875 0 18167 0 184026 0 0 0 TRICIA DUFFEE PURYEAR VP, HUMAN SERVICES 158915 0 0 0 0 0 1228 0 20891 0 181034 0 0 0 TRENT JAMES MCFADDEN AVP, ABILITY ONE BUSINESS LINE 128859 0 0 0 0 0 1869 0 26478 0 157206 0 0 0 DIANA MILLER VP, MARKETING & COMMS 141074 0 0 0 0 0 2647 0 8902 0 152623 0 0 0 RONALD LEWIS ESSEX DIRECTOR, FINANCIAL PLANNING 117613 0 0 0 0 0 2384 0 31798 0 151795 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD FOR ROUTINE MATTERS. FORM 990, PART VI, SECTION A, LINE 4 IN SEPTEMBER 2024, AMENDED ARTICLES OF INCORPORATION WERE FILED TO INCREASE THE NUMBER OF BOARD MEMBERS FROM 19 TO 23. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING. FOR PRIVACY REASONS WITH RESPECT TO THE DONORS, THE ORGANIZATION DOES NOT PROVIDE A FULL COPY OF THE 990 TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE MEMBER WITH SUCH CONFLICT SHALL BE PRECLUDED FROM PARTICIPATING IN ANY DISCUSSIONS OR VOTING ON THIS MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS AND EMPLOYEES IS DETERMINED BY CANDID, ZIPRECRUITER AND FORM 990 COMPENSATION INFORMATION FOR SIMILAR NONPROFITS, AS WELL AS MARKET CONDITIONS, THROUGH THE HUMAN RESOURCES DEPARTMENT. THE COMPENSATION REVIEW IS REPORTED TO THE INDEPENDENT BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.