NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION (EIN 53-0116355)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349318587
Schema version
2024v5.2
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)
Return2025-11-17T15:44:41-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273858252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEAN DORTON ALLEN FORD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1435 N WHITTINGTON PKWY STE 400AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530116355EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL SOCIETY OF THE SONS OF THEBusinessNameLine1Txt
Business Name Line2AMERICAN REVOLUTIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone5025891776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1809 WEST MAIN STREETAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS B LYLES JRPersonNm
Person TitleTREASURER GENERALPersonTitleTxt
Phone5025891776PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMELIA SEBASTIANPreparerPersonNm
PTINP01251828PTIN
Phone5025896050PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPHILIP BLOYDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1809 WEST MAIN STREETAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,458,089GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SAR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1906FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO EDUCATE THE PUBLIC ABOUT THE AMERICAN REVOLUTION AND FOSTER PATRIOTISM.ActivityOrMissionDesc
Voting Members Governing Body132VotingMembersGoverningBodyCnt
Voting Members Independent132VotingMembersIndependentCnt
Total Employee34TotalEmployeeCnt
Total Volunteers330TotalVolunteersCnt
Total Gross UBI$17,362TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,040,281PYContributionsGrantsAmt
CY Contributions Grants$6,426,508CYContributionsGrantsAmt
PY Program Service Revenue$482,783PYProgramServiceRevenueAmt
CY Program Service Revenue$541,475CYProgramServiceRevenueAmt
PY Investment Income$156,280PYInvestmentIncomeAmt
CY Investment Income$607,384CYInvestmentIncomeAmt
PY Other Revenue$222,996PYOtherRevenueAmt
CY Other Revenue$201,430CYOtherRevenueAmt
PY Total Revenue$2,902,340PYTotalRevenueAmt
CY Total Revenue$7,776,797CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,698,110PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,587,321CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$30,484CYTotalFundraisingExpenseAmt
PY Other Expenses$1,442,646PYOtherExpensesAmt
CY Other Expenses$1,665,012CYOtherExpensesAmt
PY Total Expenses$3,140,756PYTotalExpensesAmt
CY Total Expenses$3,252,333CYTotalExpensesAmt
PY Revenues Less Expenses-$238,416PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,524,464CYRevenuesLessExpensesAmt
Total Assets BOY$28,877,460TotalAssetsBOYAmt
Total Assets EOY$34,372,963TotalAssetsEOYAmt
Total Liabilities BOY$895,297TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,464,172TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$27,982,163NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,908,791NetAssetsOrFundBalancesEOYAmt
MissionTO EDUCATE THE MEMBERSHIP AND THE GENERAL PUBLIC ABOUT THE AMERICAN REVOLUTION AND ITS PATRIOTS AND TO FOSTER PATRIOTISM AND APPRECIATION OF AMERICAN FREEDOMSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$382,947ExpenseAmt
Revenue$116,087RevenueAmt
DescPATRIOTIC - THE ORGANIZATION INSPIRES THE COMMUNITY WITH THE PRINCIPLES ON WHICH OUR NATION WAS FOUNDED BY PARTICIPATING IN CIVIC AND PATRIOTIC EVENTS WITH COLOR GUARDS THAT WEAR REVOLUTIONARY WAR UNIFORMS. THE ORGANIZATION PROVIDES RECOGNITION FOR PUBLIC SERVICE BY PRESENTING THOUSANDS OF AWARDS EACH YEAR TO LAW ENFORCEMENT OFFICERS, PUBLIC SAFETY OFFICERS AND OTHER CITIZENS WHO EXEMPLIFY THE BEST CIVIC TRADITIONS OF OUR NATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,316,381ExpenseAmt
Revenue$399,049RevenueAmt
DescGENEALOGY - THE ORGANIZATION SUPPORTS RESEARCH AND PRESENTATIONS RELATED TO THE HISTORY AND PEOPLE OF THE PERIOD 1750-1800. THROUGH GENEALOGY RESEARCH, ORGANIZATION MEMBERS PROVE THEY ARE LINEAL DESCENDANTS OF AN ANCESTOR WHO WAS AT ALL TIMES UNFAILING IN LOYALTY TO, AND RENDERED ACTIVE SERVICE IN THE CAUSE OF AMERICAN INDEPENDENCE. THE ORGANIZATION HELPS PRESERVES THESE MEMBERSHIP APPLICATIONS ALONG WITH RECORDS RELATING TO THE EVENTS LEADING UP TO AND DURING THE AMERICAN REVOLUTION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$694,093ExpenseAmt
Revenue$210,407RevenueAmt
DescEDUCATION - EDUCATION OUTREACH IS USED TO PERPETUATE KNOWLEDGE OF OUR FOUNDING DOCUMENTS AND STORIES OF PATRIOTISM, COURAGE, SACRIFICE, TRAGEDY, AND TRIUMPH OF THE PATRIOTS WHO ACHIEVED THE INDEPENDENCE OF THE AMERICAN PEOPLE IN THE BELIEF THAT THESE STORIES ARE UNIVERSAL ONES OF MAN'S ETERNAL STRUGGLE AGAINST TYRANNY, RELEVANT TO ALL TIME, AND WILL INSPIRE AND STRENGTHEN EACH SUCCEEDING GENERATION AS IT TOO IS CALLED UPON TO DEFEND OUR FREEDOMS ON THE BATTLEFIELD AND IN OUR PUBLIC INSTITUTIONS. THE ORGANIZATION SUPPORTS YOUTH AWARD CONTESTS THAT PROMOTE CHARACTER AND FOSTER CIVIC RESPONSIBILITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,393,421TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 Individuals0GrantsToIndividualsInd
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
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee34EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members132GoverningBodyVotingMembersCnt
Independent Voting Member132IndependentVotingMemberCnt
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
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TODD BALEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5025891776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1809 WEST MAIN STREETAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (135 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
BOBBIE ARTHUR HULSE
VICE PRESIDENT GENERAL 23-242.00Yes (X)$0$0$0
BRIAN STEPHENS
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
BROOKS LYLES
REGISTRAR GENERAL 24-2510.00Yes (X)$0$0$0Yes (X)
BRUCE A WILCOX
PRESIDENT GENERAL 2007-20081.00Yes (X)$0$0$0
C BRUCE PICKETTE
PRESIDENT GENERAL 2022-20235.00Yes (X)$0$0$01.00
C LOUIS RABORG JR
TRUSTEE 23-241.00Yes (X)$0$0$0
CHARLES HENRY MCLEMORE
TRUSTEE 24-251.00Yes (X)$0$0$0
CHARLES WHITE
TRUSTEE 19-241.00Yes (X)$0$0$0
CHRISTOPER WILLARD MOBERG
VICE PRESIDENT GENERAL 19-252.00Yes (X)$0$0$0
CHRISTOPHER THOMAS SMITHSON
TRUSTEE 24-251.00Yes (X)$0$0$0
DARRYL ADDINGTON
PRESIDENT GENERAL 24-2510.00Yes (X)$0$0$0Yes (X)5.00
DAVID ARTHUR LUDLEY
TRUSTEE 24-251.00Yes (X)$0$0$0
DAVID C CHAFFIN
SURGEON GENERAL 23-244.00Yes (X)$0$0$0Yes (X)
DAVID CURTIS CHAFFIN
TRUSTEE 24-251.00Yes (X)$0$0$0
DAVID JESSEL
TRUSTEE 19-251.00Yes (X)$0$0$0
DAVID M WITTER
TRUSTEE 23-251.00Yes (X)$0$0$0
DAVID NELS APPLEBY
PRESIDENT GENERAL 2008-20091.00Yes (X)$0$0$0
DAVID ROY SHAUL
TRUSTEE 24-251.00Yes (X)$0$0$0
DAVID W POWELL
TRUSTEE 23-251.00Yes (X)$0$0$0
DAVID W VANHOOF
VICE PRESIDENT GENERAL 23-242.00Yes (X)$0$0$0
DAVIS LEE WRIGHT
PRESIDENT GENERAL 2021-20225.00Yes (X)$0$0$01.00
DEREK J BROWN
VICE PRESIDENT GENERAL 22-24/TRUSTEE 24-253.00Yes (X)$0$0$0
DONALD DENNIS SKARDS
TRUSTEE 24-251.00Yes (X)$0$0$0
DONALD GEORGE MILLER
TRUSTEE 24-251.00Yes (X)$0$0$0
DOUGLASS MABEE
TRUSTEE 23-251.00Yes (X)$0$0$0
DR C DAVID BILLINGS
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
EARL F MATHEWS
TRUSTEE 23-241.00Yes (X)$0$0$0
EDGAR HOAK
VICE PRESIDENT GENERAL 23-242.00Yes (X)$0$0$0
EDMON H MCKINLEY
CHANCELLOR GENERAL 23-2512.00Yes (X)$0$0$0Yes (X)0.00
ELLIS C RAIL
VICE PRESIDENT GENERAL 22-252.00Yes (X)$0$0$0
ELWIN L SPRAY
TRUSTEE 23-241.00Yes (X)$0$0$0
ERIC HENRY TROUTMAN
TRUSTEE 24-251.00Yes (X)$0$0$0
ERNEST BROCKMAN COGGINS JR
TRUSTEE 24-251.00Yes (X)$0$0$0
ETHAN A STEWART SR
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
FRED I UNDERDOWN
TRUSTEE 23-241.00Yes (X)$0$0$0
FREDERICK ARTHUR WALDEN
TRUSTEE 21-241.00Yes (X)$0$0$0
GARY O GREEN
GENEALOGIST GENERAL 22-2518.00Yes (X)$0$0$0Yes (X)
GERSON NORDLINGER III
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
GREG H OHANESIAN
TRUSTEE 23-241.00Yes (X)$0$0$0
GREGORY D LUCAS
TRUSTEE 22-251.00Yes (X)$0$0$0
GUY M HIGGINS JR
TRUSTEE 23-241.00Yes (X)$0$0$0
HANS E JACKSON
TRUSTEE 23-251.00Yes (X)$0$0$0
HAROLD COX
TRUSTEE 19-241.00Yes (X)$0$0$0
HARRY BENSON ROBERTS III
TRUSTEE 21-251.00Yes (X)$0$0$0
HILTON G MARTIN
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
HON EDWARD FRANKLYN BUTLER SR
PRESIDENT GENERAL 2009-20101.00Yes (X)$0$0$0
J MICHAEL TOMME SR
PRESIDENT GENERAL 2016-201710.00Yes (X)$0$0$0
J MICHAEL ROBERTSON
TRUSTEE 23-241.00Yes (X)$0$0$0
J VERNON WELKNER
CHAPLAIN GENERAL 22-2510.00Yes (X)$0$0$0Yes (X)
JAMES CLEMENT
TRUSTEE 19-251.00Yes (X)$0$0$0
JAMES DAVID SYMPSON
PRESIDENT GENERAL 2010-20111.00Yes (X)$0$0$0
JAMES E OSBOURN
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
JAMES EDWARD SLY JR
TRUSTEE 24-251.00Yes (X)$0$0$0
JAMES F ENGLER SR
VICE PRESIDENT GENERAL 23-242.00Yes (X)$0$0$0
JAMES K GRIFFITH JR
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
JAMES L PETRES
TRUSTEE 23-251.00Yes (X)$0$0$0
JAMES LEE WYROSDICK
VICE PRESIDENT GENERAL 23-242.00Yes (X)$0$0$0
JAMES M KUYKENDALL
TRUSTEE 23-241.00Yes (X)$0$0$0
JAMES WILLARD KLINGLER
TRUSTEE 24-251.00Yes (X)$0$0$0
JAY A DELOACH
TRUSTEE 22-251.00Yes (X)$0$0$0
JEFF THOMAS
HISTORIAN GENERAL 24-2520.00Yes (X)$0$0$0Yes (X)
JEFFREY W JONES
TRUSTEE 23-251.00Yes (X)$0$0$0
JEFFREY W NOLEN
TRUSTEE 23-241.00Yes (X)$0$0$0
JOE HAMILL
TRUSTEE 19-251.00Yes (X)$0$0$0
JOHN A TURLEY
SURGEON GENERAL 24-254.00Yes (X)$0$0$0Yes (X)
JOHN HENRY BREDENFOERDER
TRUSTEE 24-251.00Yes (X)$0$0$0
JOHN LINSON DODD
PRESIDENT GENERAL 23-2410.00Yes (X)$0$0$00.00
JOHN SENTELL MCBRIDE SR
TRUSTEE 24-251.00Yes (X)$0$0$0
JOHN T MANNING
PRESIDENT GENERAL 2019-20211.00Yes (X)$0$0$0
JOSEPH P VERMAELEN
VICE PRESIDENT GENERAL 23-252.00Yes (X)$0$0$0
JOSEPH W DOOLEY
PRESIDENT GENERAL 2013-20145.00Yes (X)$0$0$0
K SCOTT COLLINS
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
KEITH A WEISSINGER
LIBRARIAN GENERAL 24-255.00Yes (X)$0$0$0Yes (X)
KENNETH ROACH
TRUSTEE 19-251.00Yes (X)$0$0$0
LARRY GENE STEVENS
TRUSTEE 24-251.00Yes (X)$0$0$0
LARRY H MYINECHUK
TRUSTEE 22-251.00Yes (X)$0$0$0
LARRY S HINSON
VICE PRESIDENT GENERAL 23-242.00Yes (X)$0$0$0
LARRY T GUZY
PRESIDENT GENERAL 2017-20181.00Yes (X)$0$0$0
LELAND MICHAEL HUTCHINS
TRUSTEE 24-251.00Yes (X)$0$0$0
LINDSEY COOK BROCK
PRESIDENT GENERAL 2014-20151.00Yes (X)$0$0$0
M KENT GREGORY
EXECUTIVE COMMITTEE 24-253.00Yes (X)$0$0$0
MERLYN C BAILEY
TRUSTEE 23-241.00Yes (X)$0$0$0
MICHAEL E SEIBERT
TRUSTEE 23-241.00Yes (X)$0$0$0
MICHAEL J ROWLEY
TRUSTEE 22-241.00Yes (X)$0$0$0
MICHAEL JAMES ELSTON
SECRETARY GENERAL 24-2510.00Yes (X)$0$0$0Yes (X)5.00
MICHAEL S CAMPAGNOLO
TRUSTEE 23-251.00Yes (X)$0$0$0
NATHAN EMMETT WHITE JR
PRESIDENT GENERAL 2006-20071.00Yes (X)$0$0$0
PATRICK KELLY
TRUSTEE 19-251.00Yes (X)$0$0$0
PATRICK MARIE MESNARD
VICE PRESIDENT GENERAL 18-252.00Yes (X)$0$0$0
PATRICK N NIEMANN
TRUSTEE 23-241.00Yes (X)$0$0$0
PAUL LORIN CHILD
TRUSTEE 21-251.00Yes (X)$0$0$0
PAUL R CALLANAN
EXEUCTIVE COMMITTEE 21-2435.00Yes (X)$0$0$0
PERRY VON TAYLOR
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
PETER M DAVENPORT
VICE PRESIDENT GENERAL 22-232.00Yes (X)$0$0$0
PETER MOLLER
TRUSTEE 19-251.00Yes (X)$0$0$0
RANDALL JAMES DOMINGUE
TRUSTEE 24-251.00Yes (X)$0$0$0
RAYMOND B MEYER
TRUSTEE 23-241.00Yes (X)$0$0$0
RHENDAL CLARK BUTLER
TRUSTEE 24-251.00Yes (X)$0$0$0
RICHARD E SMITH
TRUSTEE 23-251.00Yes (X)$0$0$0
RICKEY GALE DOTY
TRUSTEE 24-251.00Yes (X)$0$0$0
ROBERT E VANCE
TRUSTEE 23-251.00Yes (X)$0$0$0
ROBERT E WELCH
TRUSTEE 24-251.00Yes (X)$0$0$0
ROBERT L STEVENS
TRUSTEE 23-241.00Yes (X)$0$0$0
ROBERT M HAGLUND
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
ROBERT P MOORE
VICE PRESIDENT GENERAL 22-24/TRUSTEE 24-253.00Yes (X)$0$0$0
ROBERT SHELTON COX
TRUSTEE 21-241.00Yes (X)$0$0$0
ROBIE W GREENE
VICE PRESIDENT GENERAL 23-242.00Yes (X)$0$0$0
ROGER W COURSEY
EXECUTIVE COMMITTEE 24-253.00Yes (X)$0$0$0
RON WILLIAM BARNES
TRUSTEE 24-251.00Yes (X)$0$0$0
SAMUEL C POWELL
EXECUTIVE COMMITTEE 24-253.00Yes (X)$0$0$0
SAMUEL PAYNE MASSEY JR
TRUSTEE 24-251.00Yes (X)$0$0$0
SCOTT G GILTNER
TRUSTEE 23-241.00Yes (X)$0$0$0
STEPHEN J MILLER
TRUSTEE 23-241.00Yes (X)$0$0$0
STEPHEN RENOUF
TRUSTEE 19-251.00Yes (X)$0$0$0
STEVEN A GAINES
VICE PRESIDENT GENERAL 23-242.00Yes (X)$0$0$0
STEVEN RAY FIELDS
TRUSTEE 24-251.00Yes (X)$0$0$0
THEODORE LESTER WALKER JR
TRUSTEE 24-251.00Yes (X)$0$0$0
THOMAS EUGENE LAWRENCE
PRESIDENT GENERAL 2015-20161.00Yes (X)$0$0$0
TIMOTHY CARLTON BROWN
TRUSTEE 24-251.00Yes (X)$0$0$0
TIMOTHY REX HAGAN
TRUSTEE 24-251.00Yes (X)$0$0$0
VIREN K LEMMER
VICE PRESIDENT GENERAL 22-24/ TRUSTEE 24-253.00Yes (X)$0$0$0
W LEE POPHAM
EXECUTIVE COMMITTEE 22-243.00Yes (X)$0$0$0
WARREN M ALTER
PRESIDENT GENERAL 2018-20195.00Yes (X)$0$0$05.00
WAYNE C EELLS JR
VICE PRESIDENT GENERAL 24-252.00Yes (X)$0$0$0
WAYNE MALLAR
TRUSTEE 19-251.00Yes (X)$0$0$0
WILLIAM ALLEN GREENLY
TREASURER GENERAL 24-2520.00Yes (X)$0$0$0Yes (X)3.00
WILLIAM BARAN
VICE PRESIDENT GENERAL 23-242.00Yes (X)$0$0$0
WILLIAM C GIST JR
PRESIDENT GENERAL 1995-19961.00Yes (X)$0$0$0
WILLIAM O STONE
EXECUTIVE COMMITTEE 24-253.00Yes (X)$0$0$0
WILLIAM ORSWELL RITCHIE JR
TRUSTEE 24-251.00Yes (X)$0$0$0
WILLIAM TANNER
TRUSTEE 19-251.00Yes (X)$0$0$0
MEGAN KREBS
DIRECTOR OF FINANCE35.00$86,599$0$11,986Yes (X)5.00
MICHAEL SCROGGINS
EXECUTIVE DIRECTOR35.00$80,638$0$12,142Yes (X)5.00
PHILIP BLOYD
DIRECTOR OF DEVELOPMENT5.00$107,598$0$12,731Yes (X)35.00
TODD BALE
EXECUTIVE DIRECTOR35.00$101,381$0$7,153Yes (X)5.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$376,216TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$44,012TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AL POST
11801 ELECTRON DRIVELOUISVILLEKY40299CONSTRUCTION COMPANY FOR ECM, ELEVATOR A$2,248,392
SOLID LIGHT
800 SOUTH FIFTH STREETLOUISVILLEKY40203DESIGN & INTERACTIVES FOR ECM CONSTRUCTI$501,558
PLC MANAGEMENT
9400 WILLIAMSBURG PLAZA SUITE 120LOUISVILLEKY40222OWNER'S REP FOR ECM CONSTRUCTION$215,830
ECKART
2306 PLANTSIDE DRIVELOUISVILLEKY40299MATERIALS FOR ECM CONSTRUCTION$168,294
TRANE US
PO BOX 845053DALLASTX75284HVAC FOR ECM CONSTRUCTION$163,677
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Membership Dues$1,866,321MembershipDuesAmt
Related Organizations$3,992,822RelatedOrganizationsAmt
All Other Contributions$567,365AllOtherContributionsAmt
Noncash Contributions$105,853NoncashContributionsAmt
Total Contributions$6,426,508TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION FEES900099$338,680$338,680
SUPPLEMENTAL FEES900099$119,490$119,490
OTHER PROGRAM SERVICE REVENUE900099$33,278$33,278
EDUCATION FEES900099$29,520$29,520
COPYING FEES900099$20,507$20,507
FieldValueIRS element (for citing)
Total Program Service Revenue$541,475TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$381,287TotalRevenueColumnAmt
Exclusion$381,287ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,309,554SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,083,457SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$226,097SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$226,097TotalRevenueColumnAmt
Exclusion$226,097ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$781,903GrossSalesOfInventoryAmt
Cost Of Goods Sold$597,835CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$184,068TotalRevenueColumnAmt
Related Or Exempt Func Income$184,068RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMAGAZINE ADVERTISINGDesc
Business541800BusinessCd
Total Revenue Column$17,362TotalRevenueColumnAmt
Unrelated Business Revenue$17,362UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$17,362OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,776,797TotalRevenueColumnAmt
Related Or Exempt Func Income$725,543RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$17,362UnrelatedBusinessRevenueAmt
Exclusion$607,384ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$299,899TotalAmt
Program Services$44,985ProgramServicesAmt
Management And General$239,919ManagementAndGeneralAmt
Fundraising$14,995FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,008,528TotalAmt
Program Services$824,841ProgramServicesAmt
Management And General$172,882ManagementAndGeneralAmt
Fundraising$10,805FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$31,443TotalAmt
Program Services$4,717ProgramServicesAmt
Management And General$25,154ManagementAndGeneralAmt
Fundraising$1,572FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$133,191TotalAmt
Program Services$125,299ProgramServicesAmt
Management And General$7,428ManagementAndGeneralAmt
Fundraising$464FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$114,260TotalAmt
Program Services$69,250ProgramServicesAmt
Management And General$42,362ManagementAndGeneralAmt
Fundraising$2,648FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$28,044TotalAmt
Management And General$28,044ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,136TotalAmt
Management And General$29,136ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$59,747TotalAmt
Program Services$49,839ProgramServicesAmt
Management And General$9,908ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$189,240TotalAmt
Program Services$189,240ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$29,396TotalAmt
Management And General$29,396ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$143,633TotalAmt
Program Services$105,247ProgramServicesAmt
Management And General$38,386ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$148,813TotalAmt
Program Services$114,633ProgramServicesAmt
Management And General$34,180ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$132,806TotalAmt
Program Services$74,456ProgramServicesAmt
Management And General$58,350ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,054TotalAmt
Program Services$655ProgramServicesAmt
Management And General$399ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,525TotalAmt
Program Services$36,525ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,848TotalAmt
Program Services$12,848ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$338,419TotalAmt
Program Services$236,893ProgramServicesAmt
Management And General$101,526ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$37,860TotalAmt
Program Services$26,502ProgramServicesAmt
Management And General$11,358ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PROGRAM EXPENDITURE$455,587$455,587
AWARDS$13,799$13,799
OTHER EXPENSES$5,410$5,410
MAGAZINE EXPENSES$2,695$2,695

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,252,333TotalAmt
Program Services$2,393,421ProgramServicesAmt
Management And General$828,428ManagementAndGeneralAmt
Fundraising$30,484FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$654,782BOYAmt
EOY$627,060EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,090BOYAmt
EOY$20,006EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$57,883BOYAmt
EOY$41,536EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$239,395BOYAmt
EOY$282,364EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$114,831BOYAmt
EOY$138,384EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$18,382,106LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,829,881LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,053,616BOYAmt
EOY$14,552,225EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,118,519BOYAmt
EOY$13,268,105EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,628,344BOYAmt
EOY$5,443,283EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,877,460BOYAmt
EOY$34,372,963EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$259,710BOYAmt
EOY$570,079EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$64,457BOYAmt
EOY$1,492,774EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$571,130BOYAmt
EOY$397,760EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,559EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$895,297BOYAmt
EOY$2,464,172EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,418,946BOYAmt
EOY$22,553,672EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,563,217BOYAmt
EOY$9,355,119EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,982,163BOYAmt
EOY$31,908,791EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,877,460BOYAmt
EOY$34,372,963EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,524,464ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$835,518NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,433,354OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
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$2,317,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,409,425CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,439,808CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,040,281CurrentTaxYearMinus1YearAmt
Current Tax Year$6,426,508CurrentTaxYearAmt
Total$23,633,165TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$782,730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$986,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,015,333CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,141,948CurrentTaxYearMinus1YearAmt
Current Tax Year$1,323,378CurrentTaxYearAmt
Total$5,250,158TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,099,873CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,396,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,455,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,182,229CurrentTaxYearMinus1YearAmt
Current Tax Year$7,749,886CurrentTaxYearAmt
Total$28,883,323TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$825,888CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$841,029CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,972,949CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$440,478CurrentTaxYearMinus1YearAmt
Current Tax Year$4,159,168CurrentTaxYearAmt
Total$15,239,512TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$825,888CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$841,029CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,972,949CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$440,478CurrentTaxYearMinus1YearAmt
Current Tax Year$4,159,168CurrentTaxYearAmt
Total$15,239,512TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$13,643,811PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$196,595CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$284,715CurrentTaxYearMinus1YearAmt
Current Tax Year$381,287CurrentTaxYearAmt
Total$1,158,040TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$196,595CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$284,715CurrentTaxYearMinus1YearAmt
Current Tax Year$381,287CurrentTaxYearAmt
Total$1,158,040TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,296,468CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,486,616CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,660,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,466,944CurrentTaxYearMinus1YearAmt
Current Tax Year$8,131,173CurrentTaxYearAmt
Total$30,041,363TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.45420PublicSupportCY509Pct
Public Support PY5090.48710PublicSupportPY509Pct
Investment Income CY0.03850InvestmentIncomeCYPct
Investment Income PY0.03560InvestmentIncomePYPct
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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesED PROGRAM, GENEALOGY RESEAOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,027,520BeginningYearBalanceAmt
Contributions$457,852ContributionsAmt
Investment Earnings Or Losses$261,151InvestmentEarningsOrLossesAmt
Other Expenditures$50,024OtherExpendituresAmt
End Year Balance$7,696,499EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,366,808BeginningYearBalanceAmt
Contributions$309,767ContributionsAmt
Investment Earnings Or Losses$320,470InvestmentEarningsOrLossesAmt
Other Expenditures$4,030,477OtherExpendituresAmt
End Year Balance$7,027,520EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,688,636BeginningYearBalanceAmt
Contributions$26,576ContributionsAmt
Investment Earnings Or Losses-$318,030InvestmentEarningsOrLossesAmt
Other Expenditures$30,374OtherExpendituresAmt
End Year Balance$2,366,808EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,472,970BeginningYearBalanceAmt
Contributions$23,975ContributionsAmt
Investment Earnings Or Losses$223,515InvestmentEarningsOrLossesAmt
Other Expenditures$31,824OtherExpendituresAmt
End Year Balance$2,688,636EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,260,370BeginningYearBalanceAmt
Contributions$21,207ContributionsAmt
Investment Earnings Or Losses$224,894InvestmentEarningsOrLossesAmt
Other Expenditures$33,501OtherExpendituresAmt
End Year Balance$2,472,970EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.63270BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.36730PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$819,480OtherCostOrOtherBasisAmt
Book Value$819,480BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,673,085OtherCostOrOtherBasisAmt
Depreciation$2,545,475DepreciationAmt
Book Value$9,127,610BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$761,403OtherCostOrOtherBasisAmt
Depreciation$449,499DepreciationAmt
Book Value$311,904BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,128,138OtherCostOrOtherBasisAmt
Depreciation$834,907DepreciationAmt
Book Value$4,293,231BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,552,225TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
LIBRARY AND MUSEUM COLLECTIONS$2,976,042
DUE TO/FROM AFFILIATES$2,467,241
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,443,283TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTERFUND DUE TO/FROMDesc
Amt$3,559Amt
FieldValueIRS element (for citing)
Total Liability$3,559TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE ORGANIZATION HAS A MUSEUM THAT HOLDS COLLECTIONS OF ARTIFACTS AND WORKS OF ART FROM THE TIME PERIOD CIRCA 1763 TO 1801. THE ORGANIZATION ALSO HAS A COLLECTION OF BOOKS FROM THIS TIME PERIOD AND ABOUT THIS TIME PERIOD.
PART V, LINE 4:TO PROVIDE FUNDS TO SUPPORT UNFUNDED AND UNDERFUNDED COMMITTEES AND SPECIAL PROJECTS OF THE NSSAR. MUCH OF THE FUNDING IS PROVIDED TO HELP COMMEMORATE REVOLUTIONARY WAR SITES AND/OR ACTIVITIES AROUND THE COUNTRY.

Schedule M IRS990ScheduleM

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution37ContributionCnt
Noncash Contributions Rpt F990$105,853NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A STATE SOCIETY, WHICH IS A SUBORDINATE OF THE NATIONAL SOCIETY.
FORM 990, PART VI, SECTION A, LINE 7ANATIONAL GENERAL OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING. THE ELECTION OF MEMBERS OF THE BOARD OF TRUSTEES SHALL BE CONDUCTED AFTER THE ELECTION OF GENERAL OFFICERS HAS BEEN COMPLETED UNLESS THE DELEGATES PRESENT, BY A TWO-THIRDS VOTE, PROVIDE FOR SOME OTHER ORDER OF BUSINESS.
FORM 990, PART VI, SECTION A, LINE 7BVOTING MEMBERS AT THE ANNUAL MEETING VOTE BY BALLOT. THE CONSTITUTION MAY BE AMENDED BY A TWO-THIRDS AFFIRMATIVE VOTE OF THE DELEGATES PRESENT AND VOTING AT AN ANNUAL MEETING. THE BOARD OF TRUSTEES SHALL NOT HAVE THE POWER TO SELL, CONVEY, OR ENCUMBER ANY REAL ESTATE WHICH BELONGS TO THE NATIONAL SOCIETY, NOR SHALL IT INCUR ANY LIABILITY OTHER THAN FOR ORDINARY CURRENT EXPENSES OF THE SOCIETY, UNLESS SO ORDERED BY AN ANNUAL CONGRESS OR BY AN AFFIRMATIVE VOTE OF THREE-FOURTHS OF THE MEMBERS OF THE BOARD OF TRUSTEES PRESENT AND VOTING.
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THE RETURN IS REVIEWED FIRST BY INTERNAL MANAGEMENT. AFTER INTERNAL MANAGEMENT HAS REVIEWED THE RETURN AND ANY CHANGES ARE MADE, A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE CHAIRMAN AND MADE AVAILABLE TO THE GOVERNING BODY FOR REVIEW. ONCE THE COMMENTS FROM THESE INDIVIDUALS ARE REVIEWED, THE FINAL DRAFT OF THE RETURN IS PREPARED AND SIGNED BY THE TREASURER GENERAL.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY SHALL BE DEVELOPED AND CONTINUALLY REVIEWED FOR COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS AND "BEST PRACTICES" BY THE LEGAL ADVISORY COMMITTEE WITH INPUT FROM THE CHANCELLOR GENERAL AND THE EXECUTIVE DIRECTOR. SIGNATORIES ACKNOWLEDGING RECEIPT OF, AND COMPLIANCE WITH, SAID CONFLICT OF INTEREST POLICY SHALL INCLUDE ALL GENERAL OFFICERS, EXECUTIVE COMMITTEE MEMBERS; MEMBERS OF THE BOARD OF TRUSTEES, EXCLUDING THOSE WHO ARE INACTIVE AND WHOSE AVERAGE HOURS PER WEEK ARE ZERO; COMMITTEE CHAIRMEN; COMMITTEE MEMBERS OF STANDING COMMITTEES; AND FULL OR PART-TIME EMPLOYEES OF NSSAR. EXECUTION OF SAID CONFLICT OF INTEREST POLICY SHALL BE REQUIRED ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD COMPARES THE SALARY OF THE EXECUTIVE DIRECTOR TO OTHERS IN THE COMMUNITY AND DOCUMENTS THE PROCESS IN THE BOARD MINUTES. THERE ARE NO OTHER KEY EMPLOYEES OR OFFICERS WHO ARE COMPENSATED BY THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S WEBSITE ALSO MAKES AVAILABLE THE GOVERNING DOCUMENTS (VOLUME I OF THE HANDBOOK) AND THE CONFLICT OF INTEREST POLICY (VOLUME III OF THE HANDBOOK).
FORM 990, PART XI, LINE 9:TRANSFERS FROM THE SAR FOUNDATION, INC. -1,433,354.
PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT CONTINUES TO OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE SAR FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1809 WEST MAIN STREETAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
EIN364514524EIN
Primary ActivitiesTO RECEIVE AND ADMINISTER FUNDS FOR THE NSSARPrimaryActivitiesTxt
Legal Domicile StateKYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE SAR FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$3,992,822InvolvedAmt

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