NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION (EIN 84-6027604)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-12-24
IRS object ID
202530159349300658
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-12-24T00:47:53-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN843869214PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pine Grove Consulting LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17451 E Windlawn WayAddressLine1Txt
CityParkerCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80134ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN846027604EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone9709885797PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11805 Axial DriveAddressLine1Txt
CityLovelandCityNm
State AbbreviationCOStateAbbreviationCd
ZIP805384122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLeslie BrinkleyPersonNm
Person TitleState RegentPersonTitleTxt
Phone7193319268PhoneNum
Signature2024-12-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonElizabeth GaudreauPreparerPersonNm
PTINP01966798PTIN
Phone3039089072PhoneNum
Preparation2024-12-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Colorado Daughters of the American RevolutionBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerLeslie BrinkleyPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13855 Presidio Pt Unit 102AddressLine1Txt
CityColorado SpringsCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80920ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$164,917GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.coloradodar.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionTo promote historic preservation, education and patriotismActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3800TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$94,181PYContributionsGrantsAmt
CY Contributions Grants$56,426CYContributionsGrantsAmt
PY Program Service Revenue$82,146PYProgramServiceRevenueAmt
CY Program Service Revenue$63,850CYProgramServiceRevenueAmt
PY Investment Income$1,993PYInvestmentIncomeAmt
CY Investment Income$12,843CYInvestmentIncomeAmt
PY Other Revenue$7,998PYOtherRevenueAmt
CY Other Revenue$29,035CYOtherRevenueAmt
PY Total Revenue$186,318PYTotalRevenueAmt
CY Total Revenue$162,154CYTotalRevenueAmt
PY Grants And Similar Paid$11,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$123,904PYOtherExpensesAmt
CY Other Expenses$125,336CYOtherExpensesAmt
PY Total Expenses$134,904PYTotalExpensesAmt
CY Total Expenses$140,836CYTotalExpensesAmt
PY Revenues Less Expenses$51,414PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,318CYRevenuesLessExpensesAmt
Total Assets BOY$518,826TotalAssetsBOYAmt
Total Assets EOY$540,577TotalAssetsEOYAmt
Total Liabilities BOY$800TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,233TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$518,026NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$539,344NetAssetsOrFundBalancesEOYAmt
MissionNational Society Daughters of the American Revolution members have dedicated themselves to historical preservation, promotion of education, and encouragement of patriotic endeavor. Members participate in an array of projects to help preserve our cultural heritage, are passionate about educating the youth of America and contributing to schools and student programs in a variety of ways and show their love of country in the multitude of patriotic endeavors they pursue.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$73,620ExpenseAmt
Grant$0GrantAmt
Revenue$92,718RevenueAmt
DescThe Colorado State Society NSDAR promotes information exchange and provides guidance to our members regarding the mission of the Society via three board of management meetings and our annual state conference each year. Workshops for members and reports by Chairs and Chapter Regents are given at these meetings to provide highlights of the work of the Society in the community and to provide future guidance and ideas to meet the Society's mission. Our Junior Shoppe net sales are forwarded to the National Society to benefit the Helen Pouch Memorial Fund. This fund provides scholarships, medical aid, and general financial assistance to two DAR supported schools.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$17,650ExpenseAmt
Grant$15,500GrantAmt
Revenue$22,972RevenueAmt
DescThe Colorado State Society NSDAR provides scholarships and medals to recipients in the community, most prominently throughout the local school system. Member donations have gone to support various 501c3 organizations that support veterans or those currently serving in the military. The State Society also supports scholarships which are awarded to students who are United States Citizens attending an accredited college or university.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$37,271ExpenseAmt
Grant$0GrantAmt
Revenue$40,229RevenueAmt
DescThe members of the State Society support historic preservation through donations towards restoration of DAR markers such as those on the Santa Fe Trail and restoration of our National Society DAR Constitution Hall in Washington DC.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,638ExpenseAmt
Grant$0GrantAmt
Revenue$6,235RevenueAmt
DescThe Colorado State Society NSDAR promotes patriotism via activities with Veterans and Naturalization Ceremonies. Donations from our members go toward providing annual monetary support to various VA hospitals around the state to benefit veteran services.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,638TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$6,235TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$130,179TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
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Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
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Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonColleen Kate KlusmanPersonNm
Phone9709885797PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11805 Axial DriveAddressLine1Txt
CityLovelandCityNm
State AbbreviationCOStateAbbreviationCd
ZIP805384122ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Leslie Brinkley
Regent350Yes (X)$0$0$0
Carrie Klein
Vice Regent200Yes (X)$0$0$0
Debbie Leisenring
Chaplain10Yes (X)$0$0$0
Kimberly Daniels
Recording Secretary40Yes (X)$0$0$0
Allison Basile
Corresponding Secretary10Yes (X)$0$0$0
Anne Skewes
Organizing Secretary10Yes (X)$0$0$0
Colleen Kate Klusman
Treasurer300Yes (X)$0$0$0
Linda Morcom
Registrar10Yes (X)$0$0$0
Darcey Gartrell
Historian10Yes (X)$0$0$0
Debbie Mulvey
Librarian10Yes (X)$0$0$0
Barb Wilkinson
Parliamentarian10Yes (X)$0$0$0
Lee Williams
Auditor100Yes (X)$0$0$0
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Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
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Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$20,255MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$36,171AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$56,426TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescBoard Meetings and State ConferenceDesc
Business900099BusinessCd
Total Revenue Column$63,850TotalRevenueColumnAmt
Related Or Exempt Func Income$63,850RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

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FieldValueIRS element (for citing)
Total Program Service Revenue$63,850TotalProgramServiceRevenueAmt

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Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
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Exclusion$12,843ExclusionAmt

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Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

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Securities$0SecuritiesAmt
Other$0OtherAmt
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Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Gross Sales Of Inventory$31,798GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,763CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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Total Revenue Column$29,035TotalRevenueColumnAmt
Related Or Exempt Func Income$29,035RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$162,154TotalRevenueColumnAmt
Related Or Exempt Func Income$92,885RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,843ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$15,500TotalAmt
Program Services$15,500ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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Total$549TotalAmt
Management And General$549ManagementAndGeneralAmt

Advertising AdvertisingGrp

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Total$1,380TotalAmt
Management And General$1,380ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

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Total$249TotalAmt
Management And General$249ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

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Total$1,620TotalAmt
Management And General$1,620ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$71,178TotalAmt
Program Services$71,178ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,373TotalAmt
Management And General$1,373ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Awards and Recognitions$6,460$6,277$183$0
Regent Expense Reimbursement$5,300$0$5,300$0
Historical Preservation$33,521$33,521$0$0
Patriotism Project$1,260$1,260$0$0

All Other Expenses AllOtherExpensesGrp

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Total$2,446TotalAmt
Program Services$2,443ProgramServicesAmt
Management And General$3ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

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Total$140,836TotalAmt
Program Services$130,179ProgramServicesAmt
Management And General$10,657ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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BOY$227,633BOYAmt
EOY$104,097EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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BOY$286,193BOYAmt
EOY$419,480EOYAmt

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Accounts Receivable AccountsReceivableGrp

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Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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EOY$0EOYAmt

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EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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BOY$5,000BOYAmt
EOY$17,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

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EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

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BOY$518,826BOYAmt
EOY$540,577EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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BOY$800BOYAmt
EOY$1,233EOYAmt

Grants Payable GrantsPayableGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$800BOYAmt
EOY$1,233EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$472,540BOYAmt
EOY$492,624EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$45,486BOYAmt
EOY$46,720EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$518,026BOYAmt
EOY$539,344EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$518,826BOYAmt
EOY$540,577EOYAmt
FieldValueIRS element (for citing)
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Net Unrlzd Gains Losses Invst$0NetUnrlzdGainsLossesInvstAmt
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Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,736CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,218CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$94,076CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,181CurrentTaxYearMinus1YearAmt
Current Tax Year$56,426CurrentTaxYearAmt
Total$348,637TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,737CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,439CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,272CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,144CurrentTaxYearMinus1YearAmt
Current Tax Year$92,885CurrentTaxYearAmt
Total$408,477TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

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Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

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Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$110,473CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,657CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$214,348CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,325CurrentTaxYearMinus1YearAmt
Current Tax Year$149,311CurrentTaxYearAmt
Total$757,114TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$757,114PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,203CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,066CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,993CurrentTaxYearMinus1YearAmt
Current Tax Year$12,843CurrentTaxYearAmt
Total$24,410TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,203CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,066CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,993CurrentTaxYearMinus1YearAmt
Current Tax Year$12,843CurrentTaxYearAmt
Total$24,410TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,676CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100,962CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$216,414CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$186,318CurrentTaxYearMinus1YearAmt
Current Tax Year$162,154CurrentTaxYearAmt
Total$781,524TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96877PublicSupportCY509Pct
Public Support PY5090.97940PublicSupportPY509Pct
Investment Income CY0.03123InvestmentIncomeCYPct
Investment Income PY0.02060InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$228,924BeginningYearBalanceAmt
Contributions$135,491ContributionsAmt
Investment Earnings Or Losses$11,082InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,500GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$359,997EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$231,099BeginningYearBalanceAmt
Contributions$7,351ContributionsAmt
Investment Earnings Or Losses$1,474InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$228,924EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$228,359BeginningYearBalanceAmt
Contributions$10,011ContributionsAmt
Investment Earnings Or Losses$729InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$231,099EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$225,004BeginningYearBalanceAmt
Contributions$11,788ContributionsAmt
Investment Earnings Or Losses$1,850InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,283GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$228,359EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$216,691BeginningYearBalanceAmt
Contributions$10,252ContributionsAmt
Investment Earnings Or Losses$4,061InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$225,004EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.87BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.13PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part V, Line 4FormAndLineReferenceDesc
ExplanationEndowment funds are to provide scholarships to students annually.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant Typecommitment to field of study (as required) and need. Scholarships are paid directly to the schools on behalf of the recipients, no funds are directly paid to individuals.GrantTypeTxt
Recipient6RecipientCnt
Cash Grant$15,500CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedCash ValueValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationSchedule I, Part I, Line 2 - The organization awards scholarships to qualified applicants. The application process is conducted without regard to race, sex, religion or national origin. Scholarships are awarded by the scholarship committees (in conjunction with independent judges and distinguished members of the society) based upon academic excellence, commitment to field of study (as required) and need. Scholarships are paid directly to the schools on behalf of the recipients, no funds are directly paid to individuals.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6All chapter members across the State are considered members of the State Membership, however, the Executive Board and annually elected Chapter Delegates based upon chapter membership levels are the members eligible to vote to make officer position changes at the State organization level during the annual State Conference.
Form 990, Part VI, Section A, Line 7aElections are only allowed by eligible voters at the annual State Conference. Eligible voters, at the annual State Conference, are the Executive Board, Honorary State Regents and Chapter Elected Delegates based upon chapter membership levels. Appointments are made by the State Regent.
Form 990, Part VI, Section A, Line 7bGovernance decisions, other than elections of officers and various appointments, are approved by eligible voters at the annual State Conference and at any of the three Board of Management Meetings held each year. Eligible voters at the annual State Conference are the Executive Board, Honorary State Regents and Chapter Elected Delegates based upon chapter membership levels. Eligible voters at the three Board of Management Meetings are the Executive Board, Honorary State Regents, State Chairs and Chapter Regents.
Form 990, Part VI, Section B, Line 11bThe final draft of the 990 is reviewed by the State Finance & Budget Committee, the State Regent, the State Treasurer and the State Auditor prior to filing the return.
Form 990, Part VI, Section B, Line 12cThe State Officers (Executive Board) each sign a conflict of interest statement each year.
Form 990, Part VI, Section B, Line 15The organization does not compensate any member, including officers, in any way.
Form 990, Part VI, Section C, Line 19The organization's governing documents and financial statements are available to the public upon request of the State Regent with approval from the State Finance & Budget Committee.

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