Soar 365
Donations deductibleRevenue
$20.9m
year to 31 December 2024
Expenses
$23.1m
year to 31 December 2024
Total assets
$20.1m
$6.6m liabilities
Net assets
$13.6m
assets less liabilities
Directors and trustees
16
6.2 years on average
Staff
485
1,135 volunteers
Chair observed
≥5 yrs
Meg Hendrick Downs
Left since last filing
0
no seats appear to have opened
Soar 365's network
16 people2 organisationsi16 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Clinton Kelly Chair | Immediate Past Board Chair | 2019 | 7 yrs |
| MEG Hendrick Downs Chair (also filed as MEG Downs) | Chair | 2019 | 7 yrs |
| Anne Waring | Director | 2019 | 7 yrs |
| E Scott Blackwell | Director | 2023 | 3 yrs |
| Eleanor S Jones (also filed as Eleanor Jones) | Director | 2019 | 7 yrs |
| Henry Stokes Carter | Director | 2019 | 7 yrs |
| Jeff Penny | Director | 2019 | 7 yrs |
| Jeffery Conley | Director | 2023 | 3 yrs |
| Maureen A McBride | Director | 2020 | 6 yrs |
| Nakeina E Douglass-Glenn | Director | 2023 | 3 yrs |
| RIC D Brown | Director | 2023 | 3 yrs |
| Rohana Meade | Company secretary | 2021 | 5 yrs |
| Thomas Horsey | Director | 2019 | 7 yrs |
| Thomas J Cricchi | Vice Chair | 2019 | 7 yrs |
| Valerie Fleming Tillies | Director | 2019 | 7 yrs |
| William Poole | Director | 2019 | 7 yrs |
Officers and senior leadership
21 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Charles D Story III | VP, Human Resources | since 2019 |
| Dana Puryear Wilson | Director of Major Gifts | since 2022 |
| Diana Miller | VP, Marketing & Communications | since 2021 |
| Emily Suzanne Lehmann | VP, Day Support and Respite | since 2021 |
| James Richard Quigg | VP, Business Solutions | since 2020 |
| John Burwell Walker | President & CEO | since 2019 |
| Julee Warren Fletcher | Senior VP & CFO | since 2019 |
| Kendall Marie Rice | Assistant VP of Compliance | 2022 |
| Kimberly Patterson Murphy | Systems Analyst, It Services | since 2022 |
| Kimberly Watson | VP of Development & Commun | since 2019 |
| Mary Michelle Thomson | VP, Community Engagement | since 2022 |
| Matthew P O'Connell | VP of Employment Services | 2019 |
| Matthew Taylor Barns | It Infrastructure Manager | since 2020 |
| Matthew W Barnes | Infrastructure & Operations Manager | 2021 |
| Michael G Atkins | Asst. VP of Facility Management Services | since 2019 |
| Michael T Foley | Asst. VP of Development | since 2019 |
| Michelle Thomson | VP of Community Engagement | 2021 |
| Ronald Lewis Essex | Director, Financial Planning & Analysis | since 2023 |
| Trent James McFadden | AVP, Ability One Business Line | 2024 |
| Tricia Duffee Puryear | VP, Human Services | since 2023 |
| William M Slate JR | VP, Information Technology | since 2019 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| John Burwell Walker | President & CEO | 40 | $338k | $59k | |
| Julee Warren Fletcher | Senior VP & CFO | 40 | $213k | $32k | |
| James Richard Quigg | VP, Business Solutions | 40 | $177k | $33k | |
| William Milton Slate | VP, Chief Information Officer | 40 | $173k | $32k | |
| Charles D Story III | VP, HR & Compliance | 40 | $172k | $30k | |
| Mary Michelle Thomson | VP, Community Engagement | 40 | $163k | $21k | |
| Tricia Duffee Puryear | VP, Human Services | 40 | $159k | $22k | |
| Diana Miller | VP, Marketing & Comms | 40 | $141k | $12k | |
| Trent James McFadden | AVP, Ability One Business Line | 40 | $129k | $28k | |
| Kimberly Patterson Murphy | It Project Manager | 40 | $123k | $11k | |
| Matthew Taylor Barns | It Infrastructure Manager | 40 | $123k | $20k | |
| Ronald Lewis Essex | Director, Financial Planning | 40 | $118k | $34k | |
| Dana Puryear Wilson | Director of Major Gifts | 40 | $115k | $33k | |
| Meg Hendrick Downs | Chair | 1 | $0 | ||
| Thomas J Cricchi | Vice Chair | 1 | $0 | ||
| Rohana Meade | Secretary | 1 | $0 | ||
| Clinton Kelly | Immediate Past Board Chair | 1 | $0 | ||
| E Scott Blackwell | Director | 1 | $0 | ||
| Ric D Brown | Director | 1 | $0 | ||
| Henry Stokes Carter | Director | 1 | $0 | ||
| Jeffery Conley | Director | 1 | $0 | ||
| Nakeina E Douglass-Glenn | Director | 1 | $0 | ||
| Thomas Horsey | Director | 1 | $0 | ||
| Eleanor S Jones | Director | 1 | $0 | ||
| Maureen A McBride | Director | 1 | $0 | ||
| Jeff Penny | Director | 1 | $0 | ||
| William Poole | Director | 1 | $0 | ||
| Valerie Fleming Tillies | Director | 1 | $0 | ||
| Anne Waring | Director | 1 | $0 |
About
- Legal name
- Soar 365
- EIN
- 540629691
- Address
- 3600 Saunders Ave, Richmond, VA, 23227-4328
- State
- Virginia
- Mission
- Creating life-fulfilling opportunities for individuals with disabilities. (as filed on the Form 990)
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 8 (IRS master file code)
- Formed
- 1954
- Principal officer
- Julee W Fletcher (as named on the Form 990)
- IRS ruling date
- 1 November 1954
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsClinton Kelly
≥7years on the filingsMEG Hendrick Downs
≥7years on the filingsAnne Waring
≥7years on the filingsEleanor S Jones
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $20.1m
- Total liabilities
- $6.6m
- Net assets or fund balances
- $13.6m
- Contributions and grants received
- $1.9m
- Program service revenue
- $18.6m
- Employees
- 485
- Volunteers
- 1,135
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $20.9m | $23.1m | Deficit $2.2m |
As filed on the IRS Form 990. US dollars.