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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:44:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 N WHITTINGTON PKWY STE 400 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530116355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL SOCIETY OF THE SONS OF THE | BusinessNameLine1Txt |
| Business Name Line2 | AMERICAN REVOLUTION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5025891776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 WEST MAIN STREET | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS B LYLES JR | PersonNm |
| Person Title | TREASURER GENERAL | PersonTitleTxt |
| Phone | 5025891776 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMELIA SEBASTIAN | PreparerPersonNm |
| PTIN | P01251828 | PTIN |
| Phone | 5025896050 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP BLOYD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 WEST MAIN STREET | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,458,089 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE THE PUBLIC ABOUT THE AMERICAN REVOLUTION AND FOSTER PATRIOTISM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 132 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 132 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 330 | TotalVolunteersCnt |
| Total Gross UBI | $17,362 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,040,281 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,426,508 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $482,783 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $541,475 | CYProgramServiceRevenueAmt |
| PY Investment Income | $156,280 | PYInvestmentIncomeAmt |
| CY Investment Income | $607,384 | CYInvestmentIncomeAmt |
| PY Other Revenue | $222,996 | PYOtherRevenueAmt |
| CY Other Revenue | $201,430 | CYOtherRevenueAmt |
| PY Total Revenue | $2,902,340 | PYTotalRevenueAmt |
| CY Total Revenue | $7,776,797 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,698,110 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,587,321 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $30,484 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,442,646 | PYOtherExpensesAmt |
| CY Other Expenses | $1,665,012 | CYOtherExpensesAmt |
| PY Total Expenses | $3,140,756 | PYTotalExpensesAmt |
| CY Total Expenses | $3,252,333 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$238,416 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,524,464 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,877,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,372,963 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $895,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,464,172 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,982,163 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,908,791 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO EDUCATE THE MEMBERSHIP AND THE GENERAL PUBLIC ABOUT THE AMERICAN REVOLUTION AND ITS PATRIOTS AND TO FOSTER PATRIOTISM AND APPRECIATION OF AMERICAN FREEDOMS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $382,947 | ExpenseAmt |
| Revenue | $116,087 | RevenueAmt |
| Desc | PATRIOTIC - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,316,381 | ExpenseAmt |
| Revenue | $399,049 | RevenueAmt |
| Desc | GENEALOGY - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $694,093 | ExpenseAmt |
| Revenue | $210,407 | RevenueAmt |
| Desc | EDUCATION - 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,393,421 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 132 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 132 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODD BALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5025891776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 WEST MAIN STREET | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (135 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| BOBBIE ARTHUR HULSE | |||||||
| VICE PRESIDENT GENERAL 23-24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN STEPHENS | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BROOKS LYLES | |||||||
| REGISTRAR GENERAL 24-25 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRUCE A WILCOX | |||||||
| PRESIDENT GENERAL 2007-2008 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| C BRUCE PICKETTE | |||||||
| PRESIDENT GENERAL 2022-2023 | 5.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| C LOUIS RABORG JR | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES HENRY MCLEMORE | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES WHITE | |||||||
| TRUSTEE 19-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPER WILLARD MOBERG | |||||||
| VICE PRESIDENT GENERAL 19-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER THOMAS SMITHSON | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRYL ADDINGTON | |||||||
| PRESIDENT GENERAL 24-25 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 5.00 |
| DAVID ARTHUR LUDLEY | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C CHAFFIN | |||||||
| SURGEON GENERAL 23-24 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID CURTIS CHAFFIN | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID JESSEL | |||||||
| TRUSTEE 19-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID M WITTER | |||||||
| TRUSTEE 23-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID NELS APPLEBY | |||||||
| PRESIDENT GENERAL 2008-2009 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ROY SHAUL | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W POWELL | |||||||
| TRUSTEE 23-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W VANHOOF | |||||||
| VICE PRESIDENT GENERAL 23-24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVIS LEE WRIGHT | |||||||
| PRESIDENT GENERAL 2021-2022 | 5.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| DEREK J BROWN | |||||||
| VICE PRESIDENT GENERAL 22-24/TRUSTEE 24-25 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD DENNIS SKARDS | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD GEORGE MILLER | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLASS MABEE | |||||||
| TRUSTEE 23-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR C DAVID BILLINGS | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EARL F MATHEWS | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDGAR HOAK | |||||||
| VICE PRESIDENT GENERAL 23-24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDMON H MCKINLEY | |||||||
| CHANCELLOR GENERAL 23-25 | 12.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 0.00 |
| ELLIS C RAIL | |||||||
| VICE PRESIDENT GENERAL 22-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELWIN L SPRAY | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC HENRY TROUTMAN | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST BROCKMAN COGGINS JR | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ETHAN A STEWART SR | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED I UNDERDOWN | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK ARTHUR WALDEN | |||||||
| TRUSTEE 21-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY O GREEN | |||||||
| GENEALOGIST GENERAL 22-25 | 18.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GERSON NORDLINGER III | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG H OHANESIAN | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY D LUCAS | |||||||
| TRUSTEE 22-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GUY M HIGGINS JR | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HANS E JACKSON | |||||||
| TRUSTEE 23-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD COX | |||||||
| TRUSTEE 19-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY BENSON ROBERTS III | |||||||
| TRUSTEE 21-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HILTON G MARTIN | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HON EDWARD FRANKLYN BUTLER SR | |||||||
| PRESIDENT GENERAL 2009-2010 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J MICHAEL TOMME SR | |||||||
| PRESIDENT GENERAL 2016-2017 | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| J MICHAEL ROBERTSON | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J VERNON WELKNER | |||||||
| CHAPLAIN GENERAL 22-25 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES CLEMENT | |||||||
| TRUSTEE 19-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES DAVID SYMPSON | |||||||
| PRESIDENT GENERAL 2010-2011 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES E OSBOURN | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES EDWARD SLY JR | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES F ENGLER SR | |||||||
| VICE PRESIDENT GENERAL 23-24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES K GRIFFITH JR | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L PETRES | |||||||
| TRUSTEE 23-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES LEE WYROSDICK | |||||||
| VICE PRESIDENT GENERAL 23-24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES M KUYKENDALL | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WILLARD KLINGLER | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY A DELOACH | |||||||
| TRUSTEE 22-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF THOMAS | |||||||
| HISTORIAN GENERAL 24-25 | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFFREY W JONES | |||||||
| TRUSTEE 23-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY W NOLEN | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE HAMILL | |||||||
| TRUSTEE 19-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A TURLEY | |||||||
| SURGEON GENERAL 24-25 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN HENRY BREDENFOERDER | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LINSON DODD | |||||||
| PRESIDENT GENERAL 23-24 | 10.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |
| JOHN SENTELL MCBRIDE SR | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T MANNING | |||||||
| PRESIDENT GENERAL 2019-2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH P VERMAELEN | |||||||
| VICE PRESIDENT GENERAL 23-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH W DOOLEY | |||||||
| PRESIDENT GENERAL 2013-2014 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| K SCOTT COLLINS | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH A WEISSINGER | |||||||
| LIBRARIAN GENERAL 24-25 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KENNETH ROACH | |||||||
| TRUSTEE 19-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY GENE STEVENS | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY H MYINECHUK | |||||||
| TRUSTEE 22-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY S HINSON | |||||||
| VICE PRESIDENT GENERAL 23-24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY T GUZY | |||||||
| PRESIDENT GENERAL 2017-2018 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LELAND MICHAEL HUTCHINS | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSEY COOK BROCK | |||||||
| PRESIDENT GENERAL 2014-2015 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| M KENT GREGORY | |||||||
| EXECUTIVE COMMITTEE 24-25 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MERLYN C BAILEY | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E SEIBERT | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J ROWLEY | |||||||
| TRUSTEE 22-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL JAMES ELSTON | |||||||
| SECRETARY GENERAL 24-25 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 5.00 |
| MICHAEL S CAMPAGNOLO | |||||||
| TRUSTEE 23-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN EMMETT WHITE JR | |||||||
| PRESIDENT GENERAL 2006-2007 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK KELLY | |||||||
| TRUSTEE 19-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK MARIE MESNARD | |||||||
| VICE PRESIDENT GENERAL 18-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK N NIEMANN | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL LORIN CHILD | |||||||
| TRUSTEE 21-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL R CALLANAN | |||||||
| EXEUCTIVE COMMITTEE 21-24 | 35.00 | Yes (X) | $0 | $0 | $0 | ||
| PERRY VON TAYLOR | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER M DAVENPORT | |||||||
| VICE PRESIDENT GENERAL 22-23 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER MOLLER | |||||||
| TRUSTEE 19-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL JAMES DOMINGUE | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND B MEYER | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RHENDAL CLARK BUTLER | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD E SMITH | |||||||
| TRUSTEE 23-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICKEY GALE DOTY | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E VANCE | |||||||
| TRUSTEE 23-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E WELCH | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L STEVENS | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M HAGLUND | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT P MOORE | |||||||
| VICE PRESIDENT GENERAL 22-24/TRUSTEE 24-25 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SHELTON COX | |||||||
| TRUSTEE 21-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIE W GREENE | |||||||
| VICE PRESIDENT GENERAL 23-24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER W COURSEY | |||||||
| EXECUTIVE COMMITTEE 24-25 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RON WILLIAM BARNES | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL C POWELL | |||||||
| EXECUTIVE COMMITTEE 24-25 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL PAYNE MASSEY JR | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT G GILTNER | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN J MILLER | |||||||
| TRUSTEE 23-24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN RENOUF | |||||||
| TRUSTEE 19-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN A GAINES | |||||||
| VICE PRESIDENT GENERAL 23-24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN RAY FIELDS | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE LESTER WALKER JR | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS EUGENE LAWRENCE | |||||||
| PRESIDENT GENERAL 2015-2016 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY CARLTON BROWN | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY REX HAGAN | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIREN K LEMMER | |||||||
| VICE PRESIDENT GENERAL 22-24/ TRUSTEE 24-25 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| W LEE POPHAM | |||||||
| EXECUTIVE COMMITTEE 22-24 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WARREN M ALTER | |||||||
| PRESIDENT GENERAL 2018-2019 | 5.00 | Yes (X) | $0 | $0 | $0 | 5.00 | |
| WAYNE C EELLS JR | |||||||
| VICE PRESIDENT GENERAL 24-25 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE MALLAR | |||||||
| TRUSTEE 19-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM ALLEN GREENLY | |||||||
| TREASURER GENERAL 24-25 | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 3.00 |
| WILLIAM BARAN | |||||||
| VICE PRESIDENT GENERAL 23-24 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM C GIST JR | |||||||
| PRESIDENT GENERAL 1995-1996 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM O STONE | |||||||
| EXECUTIVE COMMITTEE 24-25 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM ORSWELL RITCHIE JR | |||||||
| TRUSTEE 24-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM TANNER | |||||||
| TRUSTEE 19-25 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGAN KREBS | |||||||
| DIRECTOR OF FINANCE | 35.00 | $86,599 | $0 | $11,986 | Yes (X) | 5.00 | |
| MICHAEL SCROGGINS | |||||||
| EXECUTIVE DIRECTOR | 35.00 | $80,638 | $0 | $12,142 | Yes (X) | 5.00 | |
| PHILIP BLOYD | |||||||
| DIRECTOR OF DEVELOPMENT | 5.00 | $107,598 | $0 | $12,731 | Yes (X) | 35.00 | |
| TODD BALE | |||||||
| EXECUTIVE DIRECTOR | 35.00 | $101,381 | $0 | $7,153 | Yes (X) | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $376,216 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,012 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AL POST | |||||
| 11801 ELECTRON DRIVE | LOUISVILLE | KY | 40299 | CONSTRUCTION COMPANY FOR ECM, ELEVATOR A | $2,248,392 |
| SOLID LIGHT | |||||
| 800 SOUTH FIFTH STREET | LOUISVILLE | KY | 40203 | DESIGN & INTERACTIVES FOR ECM CONSTRUCTI | $501,558 |
| PLC MANAGEMENT | |||||
| 9400 WILLIAMSBURG PLAZA SUITE 120 | LOUISVILLE | KY | 40222 | OWNER'S REP FOR ECM CONSTRUCTION | $215,830 |
| ECKART | |||||
| 2306 PLANTSIDE DRIVE | LOUISVILLE | KY | 40299 | MATERIALS FOR ECM CONSTRUCTION | $168,294 |
| TRANE US | |||||
| PO BOX 845053 | DALLAS | TX | 75284 | HVAC FOR ECM CONSTRUCTION | $163,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,866,321 | MembershipDuesAmt |
| Related Organizations | $3,992,822 | RelatedOrganizationsAmt |
| All Other Contributions | $567,365 | AllOtherContributionsAmt |
| Noncash Contributions | $105,853 | NoncashContributionsAmt |
| Total Contributions | $6,426,508 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES | 900099 | $338,680 | $338,680 |
| SUPPLEMENTAL FEES | 900099 | $119,490 | $119,490 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | $33,278 | $33,278 |
| EDUCATION FEES | 900099 | $29,520 | $29,520 |
| COPYING FEES | 900099 | $20,507 | $20,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $541,475 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $381,287 | TotalRevenueColumnAmt |
| Exclusion | $381,287 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,309,554 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,083,457 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $226,097 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,097 | TotalRevenueColumnAmt |
| Exclusion | $226,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $781,903 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $597,835 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $184,068 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAGAZINE ADVERTISING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $17,362 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $17,362 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,362 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,776,797 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $725,543 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,362 | UnrelatedBusinessRevenueAmt |
| Exclusion | $607,384 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,899 | TotalAmt |
| Program Services | $44,985 | ProgramServicesAmt |
| Management And General | $239,919 | ManagementAndGeneralAmt |
| Fundraising | $14,995 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,008,528 | TotalAmt |
| Program Services | $824,841 | ProgramServicesAmt |
| Management And General | $172,882 | ManagementAndGeneralAmt |
| Fundraising | $10,805 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,443 | TotalAmt |
| Program Services | $4,717 | ProgramServicesAmt |
| Management And General | $25,154 | ManagementAndGeneralAmt |
| Fundraising | $1,572 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,191 | TotalAmt |
| Program Services | $125,299 | ProgramServicesAmt |
| Management And General | $7,428 | ManagementAndGeneralAmt |
| Fundraising | $464 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,260 | TotalAmt |
| Program Services | $69,250 | ProgramServicesAmt |
| Management And General | $42,362 | ManagementAndGeneralAmt |
| Fundraising | $2,648 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,044 | TotalAmt |
| Management And General | $28,044 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,136 | TotalAmt |
| Management And General | $29,136 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,747 | TotalAmt |
| Program Services | $49,839 | ProgramServicesAmt |
| Management And General | $9,908 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,240 | TotalAmt |
| Program Services | $189,240 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,396 | TotalAmt |
| Management And General | $29,396 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,633 | TotalAmt |
| Program Services | $105,247 | ProgramServicesAmt |
| Management And General | $38,386 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,813 | TotalAmt |
| Program Services | $114,633 | ProgramServicesAmt |
| Management And General | $34,180 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,806 | TotalAmt |
| Program Services | $74,456 | ProgramServicesAmt |
| Management And General | $58,350 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,054 | TotalAmt |
| Program Services | $655 | ProgramServicesAmt |
| Management And General | $399 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,525 | TotalAmt |
| Program Services | $36,525 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,848 | TotalAmt |
| Program Services | $12,848 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,419 | TotalAmt |
| Program Services | $236,893 | ProgramServicesAmt |
| Management And General | $101,526 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,860 | TotalAmt |
| Program Services | $26,502 | ProgramServicesAmt |
| Management And General | $11,358 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,252,333 | TotalAmt |
| Program Services | $2,393,421 | ProgramServicesAmt |
| Management And General | $828,428 | ManagementAndGeneralAmt |
| Fundraising | $30,484 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,782 | BOYAmt |
| EOY | $627,060 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,090 | BOYAmt |
| EOY | $20,006 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,883 | BOYAmt |
| EOY | $41,536 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,395 | BOYAmt |
| EOY | $282,364 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,831 | BOYAmt |
| EOY | $138,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,382,106 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,829,881 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,053,616 | BOYAmt |
| EOY | $14,552,225 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,118,519 | BOYAmt |
| EOY | $13,268,105 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,628,344 | BOYAmt |
| EOY | $5,443,283 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,877,460 | BOYAmt |
| EOY | $34,372,963 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,710 | BOYAmt |
| EOY | $570,079 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,457 | BOYAmt |
| EOY | $1,492,774 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,130 | BOYAmt |
| EOY | $397,760 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,559 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,297 | BOYAmt |
| EOY | $2,464,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,418,946 | BOYAmt |
| EOY | $22,553,672 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,563,217 | BOYAmt |
| EOY | $9,355,119 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,982,163 | BOYAmt |
| EOY | $31,908,791 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,877,460 | BOYAmt |
| EOY | $34,372,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,524,464 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $835,518 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,433,354 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,317,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,409,425 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,439,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,040,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,426,508 | CurrentTaxYearAmt |
| Total | $23,633,165 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $782,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $986,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,015,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,141,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,323,378 | CurrentTaxYearAmt |
| Total | $5,250,158 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,099,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,396,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,455,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,182,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,749,886 | CurrentTaxYearAmt |
| Total | $28,883,323 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $825,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $841,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,972,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $440,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,159,168 | CurrentTaxYearAmt |
| Total | $15,239,512 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $825,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $841,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,972,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $440,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,159,168 | CurrentTaxYearAmt |
| Total | $15,239,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $13,643,811 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $284,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $381,287 | CurrentTaxYearAmt |
| Total | $1,158,040 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $284,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $381,287 | CurrentTaxYearAmt |
| Total | $1,158,040 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,296,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,486,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,660,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,466,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,131,173 | CurrentTaxYearAmt |
| Total | $30,041,363 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.45420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.48710 | PublicSupportPY509Pct |
| Investment Income CY | 0.03850 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03560 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | ED PROGRAM, GENEALOGY RESEA | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,027,520 | BeginningYearBalanceAmt |
| Contributions | $457,852 | ContributionsAmt |
| Investment Earnings Or Losses | $261,151 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,024 | OtherExpendituresAmt |
| End Year Balance | $7,696,499 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,366,808 | BeginningYearBalanceAmt |
| Contributions | $309,767 | ContributionsAmt |
| Investment Earnings Or Losses | $320,470 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,030,477 | OtherExpendituresAmt |
| End Year Balance | $7,027,520 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,688,636 | BeginningYearBalanceAmt |
| Contributions | $26,576 | ContributionsAmt |
| Investment Earnings Or Losses | -$318,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,374 | OtherExpendituresAmt |
| End Year Balance | $2,366,808 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,472,970 | BeginningYearBalanceAmt |
| Contributions | $23,975 | ContributionsAmt |
| Investment Earnings Or Losses | $223,515 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,824 | OtherExpendituresAmt |
| End Year Balance | $2,688,636 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,260,370 | BeginningYearBalanceAmt |
| Contributions | $21,207 | ContributionsAmt |
| Investment Earnings Or Losses | $224,894 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $33,501 | OtherExpendituresAmt |
| End Year Balance | $2,472,970 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36730 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $819,480 | OtherCostOrOtherBasisAmt |
| Book Value | $819,480 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,673,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,545,475 | DepreciationAmt |
| Book Value | $9,127,610 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $761,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $449,499 | DepreciationAmt |
| Book Value | $311,904 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,128,138 | OtherCostOrOtherBasisAmt |
| Depreciation | $834,907 | DepreciationAmt |
| Book Value | $4,293,231 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,552,225 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LIBRARY AND MUSEUM COLLECTIONS | $2,976,042 |
| DUE TO/FROM AFFILIATES | $2,467,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,443,283 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERFUND DUE TO/FROM | Desc |
| Amt | $3,559 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,559 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $105,853 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE 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 7A | NATIONAL 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 7B | VOTING 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 11B | A 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 12C | THE 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 15A | THE 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 19 | THE 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 2C | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAR FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 WEST MAIN STREET | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364514524 | EIN |
| Primary Activities | TO RECEIVE AND ADMINISTER FUNDS FOR THE NSSAR | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $3,992,822 | InvolvedAmt |
Comments