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SET FOUNDATION INC: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SET FOUNDATION INC (EIN 26-4334163)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-03
IRS object ID
201932469349200813
Schema version
2018v3.1
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)
Return2019-09-03T16:52:18-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 STREETAddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP97034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE VISSERSPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-08-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHY BRUNSCHEONPreparerPersonNm
PTINP00294349PTIN
Phone5036665569PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$150,504GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$127,500ContributionsGiftsGrantsEtcAmt
Program Service Revenue$23,004ProgramServiceRevenueAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$150,504TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$350FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$105,085OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$704PrintingPublicationsPostageAmt
Other Expenses Total$107,603OtherExpensesTotalAmt
Total Expenses$213,742TotalExpensesAmt
Excess Or Deficit For Year-$63,238ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$13,697NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$76,935NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$2,535BOYAmt
EOY$20,398EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$18BOYAmt
EOY$17EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,553BOYAmt
EOY$20,415EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,250BOYAmt
EOY$97,350EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$13,697BOYAmt
EOY-$76,935EOYAmt
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$206,622GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$206,622TotalProgramServiceExpensesAmt

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
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersYes (true)MadeLoansToFromOfficersInd
Loans To From Officers$97,350LoansToFromOfficersAmt
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
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
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
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 Minus1 Year$8,750CurrentTaxYearMinus1YearAmt
Current Tax Year$127,500CurrentTaxYearAmt
Total$136,250TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,794CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$111,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,257CurrentTaxYearMinus1YearAmt
Current Tax Year$23,004CurrentTaxYearAmt
Total$260,460TotalAmt

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$106,794CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$111,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,007CurrentTaxYearMinus1YearAmt
Current Tax Year$150,504CurrentTaxYearAmt
Total$396,710TotalAmt

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$396,710PublicSupportTotal509Amt

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$106,794CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$111,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,007CurrentTaxYearMinus1YearAmt
Current Tax Year$150,504CurrentTaxYearAmt
Total$396,710TotalAmt
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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $25
Other Expenses.1005Travel $18693
Other Expenses.1009Depreciation $1
Other Expenses.1CONFERENCE MANAGEMENT SERVICES $81250
Other Expenses.2ACCREDITION FEES $3711
Other Expenses.3MERCHANT SERVICES $2415
Other Expenses.4COURSE MATERIALS $1242
Other Expenses.6BANK CHARGES $266
Other Assets.1003Machinery and Equipment - Beginning $18 Machinery and Equipment - Ending $17
Total Liabilities.1LOAN FROM WAM - Beginning $16250 LOAN FROM WAM - Ending $22350
Total Liabilities.2LOAN FROM CIA - Beginning $0 LOAN FROM CIA - Ending $75000

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