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SET FOUNDATION INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SET FOUNDATION INC (EIN 26-4334163)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349204419
Schema version
2020v4.0
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)
Return2021-11-11T17:16:55-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260441523PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker & Colson PC CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12414 NE DivisionAddressLine1Txt
CityGreshamCityNm
State AbbreviationORStateAbbreviationCd
ZIP97030ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264334163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SET FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSETFBusinessNameControlTxt
Phone5036354761PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH STATE STREET V324AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP97034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE VISSERSPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJULIEPersonFirstNm
Person LastVISSERSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHY BRUNSCHEONPreparerPersonNm
PTINP00294349PTIN
Phone5036665569PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresswww.setmeeting.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$116,002GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$93,000ContributionsGiftsGrantsEtcAmt
Program Service Revenue$23,002ProgramServiceRevenueAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$116,002TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$15,855FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$88,022OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$134PrintingPublicationsPostageAmt
Other Expenses Total$25,218OtherExpensesTotalAmt
Total Expenses$129,229TotalExpensesAmt
Excess Or Deficit For Year-$13,227ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$71,984NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$85,211NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$6,236BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,236BOYAmt
EOY$0EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$78,220BOYAmt
EOY$85,211EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$71,984BOYAmt
EOY-$85,211EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeThe Sanctuary of Endovascular Therapy (S.E.T.) has established itself as one of the premier endovascular meetings. The Symposium provides vascular surgeons, interventional radiologists, cardiologists, podiatrists and allied health professionals a unique interactive program with the most current information and treatment options for endovascular disease.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomThe Organization hosted a 3 day symposium providing vascular surgeons, interventional radiologists, cardiologists, podiatrists and allied health professionals a unique interactive program with the most current information and treatment options for endovascular disease.DescriptionProgramSrvcAccomTxt
Grants And Allocations$119,523GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$119,523TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Julie Vissers
President5.00$0
Lynn Tomkins
Director1.00$0
MIKE CLOUSE
Director1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJULIE VISSERSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH STATE STREET SUITE V324AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP97034ZIPCd
FieldValueIRS element (for citing)
Phone5036354761PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$8,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,950CurrentTaxYearMinus1YearAmt
Current Tax Year$93,000CurrentTaxYearAmt
Total$348,200TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,257CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,004CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,477CurrentTaxYearMinus1YearAmt
Current Tax Year$23,002CurrentTaxYearAmt
Total$77,340TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,007CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$150,504CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,427CurrentTaxYearMinus1YearAmt
Current Tax Year$116,002CurrentTaxYearAmt
Total$425,540TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$425,540PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,007CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$150,504CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,427CurrentTaxYearMinus1YearAmt
Current Tax Year$116,002CurrentTaxYearAmt
Total$425,540TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1003Information Technology $378
Other Expenses.1005Travel $15028
Other Expenses.1MERCHANT SERVICES $5137
Other Expenses.2ACCREDATION FEES $3375
Other Expenses.3COURSE MATERIALS $755
Other Expenses.4AWARDS $250
Other Expenses.5DUES & SUBSCRIPTIONS $200
Other Expenses.7SUPPLIES $95
Total Liabilities.1LOAN FROM WAM - Beginning $3220 LOAN FROM WAM - Ending $0
Total Liabilities.2LOAN FROM CIA - Beginning $75000 LOAN FROM CIA - Ending $78500

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