NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION (EIN 53-0116355)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-12
IRS object ID
201612259349302396
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-12T12:47:38-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271235638PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOUNTJOY CHILTON MEDLEY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1462 S FOURTH ST SUITE 2600AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP402023445ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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)
PersonDON SHAWPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5025891776PhoneNum
Signature2016-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA L PHILLIPS CPAPreparerPersonNm
PTINP00024055PTIN
Phone5027491900PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDON SHAWPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1809 WEST MAIN STREETAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,517,633GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0690GroupExemptionNum
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 Body101VotingMembersGoverningBodyCnt
Voting Members Independent101VotingMembersIndependentCnt
Total Employee26TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$33,025TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,568,011PYContributionsGrantsAmt
CY Contributions Grants$1,554,658CYContributionsGrantsAmt
PY Program Service Revenue$327,758PYProgramServiceRevenueAmt
CY Program Service Revenue$584,364CYProgramServiceRevenueAmt
PY Investment Income$986,785PYInvestmentIncomeAmt
CY Investment Income$20,791CYInvestmentIncomeAmt
PY Other Revenue$158,665PYOtherRevenueAmt
CY Other Revenue$159,272CYOtherRevenueAmt
PY Total Revenue$3,041,219PYTotalRevenueAmt
CY Total Revenue$2,319,085CYTotalRevenueAmt
PY Grants And Similar Paid$1,143,543PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$12,754CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$905,270PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$941,922CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$902,182PYOtherExpensesAmt
CY Other Expenses$888,172CYOtherExpensesAmt
PY Total Expenses$2,950,995PYTotalExpensesAmt
CY Total Expenses$1,842,848CYTotalExpensesAmt
PY Revenues Less Expenses$90,224PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$476,237CYRevenuesLessExpensesAmt
Total Assets BOY$14,498,480TotalAssetsBOYAmt
Total Assets EOY$14,905,342TotalAssetsEOYAmt
Total Liabilities BOY$1,402,958TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,366,651TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,095,522NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,538,691NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$485,517ExpenseAmt
Revenue$629,048RevenueAmt
DescGENEALOGY VALIDATION - EVALUATE AND AUTHENTICATE CURRENT GENEALOGICAL RESEARCH AND DOCUMENTATION FOR USE BY FUTURE GENERATIONS. TRAIN MEMBERS AND OTHERS IN GENEALOGICAL RESEARCH METHODS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$364,535ExpenseAmt
Revenue$63,197RevenueAmt
DescSAR MAGAZINE- PUBLISHED QUARTERLY. ARTICLES DEAL WITH AMERICA'S HERITAGE AND PATRIOTISM. PURPOSE IS EDUCATIONAL AND INFORMATIONAL.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$324,832ExpenseAmt
Grant$12,754GrantAmt
Revenue$5,714RevenueAmt
DescGENEALOGICAL LIBRARY AND MUSEUM- DISPLAY WORKS OF ART, MEMORABILIA, BOOKS, PERIODICALS, AND OTHER DOCUMENTS AND COLLECTIONS TO EDUCATE THE MEMBERSHIP AND GENERAL PUBLIC.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$92,149$0ORATIONS, ESSAY, AND OTHER AWARDS SPONSORED TO PROMOTE THE DEVELOPMENT OF PATRIOTISM IN THE ADULTS AND YOUTH OF THE COUNTRY.
$368,540$11,846OUTREACH EDUCATION - SUPPORT MEMBER ACTIVITIES WITHIN THE EDUCATION COMMUNITY AND PROVIDE RESOURCES, ALONG WITH IMPLEMENTATION, THAT INCLUDE EDUCATIONAL PROGRAMS AND HANDS ON ACTIVITIES. ALSO CONDUCTS THE ANNUAL CONFERENCE ON THE AMERICAN REVOLUTION.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$460,689TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$11,846TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,635,573TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee26EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members101GoverningBodyVotingMembersCnt
Independent Voting Member101IndependentVotingMemberCnt
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 Body0Form990ProvidedToGvrnBodyInd
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
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DON SHAWBusinessNameLine1Txt
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 (179 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JUDGE THOMAS EUGENE LAWRENCE
PRESIDENT GENERAL 15-1630.003.00Yes (X)Yes (X)$0$0$0
DAVIS LEE WRIGHT
CHANCELLOR GENERAL 15-165.00Yes (X)Yes (X)$0$0$0
REV JAMES C TAYLOR
CHAPLAIN GENERAL 15-1610.00Yes (X)Yes (X)$0$0$0
JOHN D SINKS
GENEALOGIST GENERAL 15-1615.00Yes (X)Yes (X)$0$0$0
JOHN J JACK MANNING
HISTORIAN GENERAL 15-165.00Yes (X)Yes (X)$0$0$0
WARREN M ALTER
INSPECTOR GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
C BRUCE PICKETTE
LIBRARIAN GENERAL 15-1620.00Yes (X)Yes (X)$0$0$0
RUSSELL F DEVENNEY JR
REGISTRAR GENERAL 15-1610.00Yes (X)Yes (X)$0$0$0
J MICHEAL TOMME SR
SECRETARY GENERAL 15-1615.003.00Yes (X)Yes (X)$0$0$0
DR ABRAHAM RUDDELL BYRD III
SURGEON GENERAL5.00Yes (X)Yes (X)$0$0$0
DR LARRY M LESLIE
SURGEON GENERAL 15-1620.00Yes (X)Yes (X)$0$0$0
LARRY T GUZY
TREASURER GENERAL 15-1615.003.00Yes (X)Yes (X)$0$0$0
HON RICK D HOLLIS
VICE PRESIDENT GENERAL 14-152.002.00Yes (X)Yes (X)$0$0$0
AARON CHARLES KREBS AF
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
COL PETER K GOEBEL
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
COMTE JACQUES DE TRENTINIAN
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
DAVID T MANN
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
DOUGLAS T COLLINS
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
GEORGE DAVID THOMPSON
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
JAMES MORRIS LINDLEY
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
JAMES TILLMAN JONES
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
JOHN THOMAS PARSONS
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
JOHN THOMAS SHOWLER
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
LT COL JOE E HARRIS JR
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
LTC COL DOUGLAS MCDONALD WOOD
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
MARK C ANTHONY
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
STEPHEN R RENOUF
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
WM ANTHONY TONY ROBINSON
VICE PRESIDENT GENERAL 14-152.00Yes (X)Yes (X)$0$0$0
MICHAEL J ELSTON
VICE PRESIDENT GENERAL 15-162.002.00Yes (X)Yes (X)$0$0$0
COL PETER K GOEBEL
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
COL JAY CRISPIN BISGARD
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
COMTE JACQUES DE TRENTINIAN
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
DR EDWARD PAUL RIGEL SR
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
DR EDWARD PAUL RIGEL SR
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
GEORGE A JONES
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
JOHN JAY ROBINSON
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
JOHN L DODD
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
JOHN THOMAS PARSONS
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
LT COL DOUGLAS MCDONALD WOOD
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
MICHAEL C WELLS
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
MNICHAEL E BARGER
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
RICHARD E CHAMBLIN
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
ROBERT CUNNINGHAM
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
STEPHEN W ROHRBOUGH
VICE PRESIDENT GENERAL 15-162.00Yes (X)Yes (X)$0$0$0
LARRY DUNCAN MCCLANAHAN
PRESIDENT GENERAL 01-021.00Yes (X)Yes (X)$0$0$0
RAYMOND GERALD MUSGRAVE
PRESIDENT GENERAL 03-041.00Yes (X)Yes (X)$0$0$0
HENRY N MCCARL PHD
PRESIDENT GENERAL 04-051.00Yes (X)Yes (X)$0$0$0
ROLAND GRANVILLE DOWNING PHD
PRESIDENT GENERAL 05-061.00Yes (X)Yes (X)$0$0$0
NATHAN EMMETT WHITE JR
PRESIDENT GENERAL 06-071.00Yes (X)Yes (X)$0$0$0
GEN BRUCE A WILCOX
PRESIDENT GENERAL 07-081.00Yes (X)Yes (X)$0$0$0
COL DAVID NELS APPLEBY
PRESIDENT GENERAL 08-091.00Yes (X)Yes (X)$0$0$0
HON EDWARD FRANKLYN BUTLER SR
PRESIDENT GENERAL 09-101.00Yes (X)Yes (X)$0$0$0
JAMES DAVID SYMPSON
PRESIDENT GENERAL 10-115.00Yes (X)Yes (X)$0$0$0
LARRY JOHN MAGERKURTH
PRESIDENT GENERAL 11-121.002.00Yes (X)Yes (X)$0$0$0
STEPHEN ARTHUR LEISHMAN
PRESIDENT GENERAL 12-131.002.00Yes (X)Yes (X)$0$0$0
JOSEPH W DOOLEY
PRESIDENT GENERAL 13-145.005.00Yes (X)Yes (X)$0$0$0
LINDSEY COOK BROCK
PRESIDENT GENERAL 14-151.003.00Yes (X)Yes (X)$0$0$0
WILLIAM C GIST JR
PRESIDENT GENERAL 95-961.00Yes (X)Yes (X)$0$0$0
PROF CARL K HOFFMANN
PRESIDENT GENERAL 97-981.00Yes (X)Yes (X)$0$0$0
HOWARD FRANKLYN HORNE JR
PRESIDENT GENERAL 99-001.00Yes (X)Yes (X)$0$0$0
WILLIAM OLIVER STONE
EXECUTIVE COMMETTEE 14-1525.00Yes (X)Yes (X)$0$0$0
NATHAN EMMETT WHITE JR
EXECUTIVE COMMETTEE 14-155.00Yes (X)Yes (X)$0$0$0
STEPHEN R RENOUF
EXECUTIVE COMMETTEE 14-155.00Yes (X)Yes (X)$0$0$0
DR SAMUEL C POWELL
EXECUTIVE COMMETTEE 14-155.0025.00Yes (X)Yes (X)$0$0$0
DAVID LEE WRIGHT
EXECUTIVE COMMETTEE 14-155.00Yes (X)Yes (X)$0$0$0
DOUGLAS T COLLINS
EXECUTIVE COMMITTEE 15-165.00Yes (X)Yes (X)$0$0$0
JAMES T JONES
EXECUTIVE COMMITTEE 15-165.00Yes (X)Yes (X)$0$0$0
WILLIAM OLIVER STONE
EXECUTIVE COMMITTEE 15-165.00Yes (X)Yes (X)$0$0$0
ALAN MCCULLOUGH
TRUSTEE 14-151.00Yes (X)$0$0$0
BRIAN IRWIN WORCESTER
TRUSTEE 14-151.00Yes (X)$0$0$0
CARROLL LOGAN CROWTHER
TRUSTEE 14-151.00Yes (X)$0$0$0
CHAP MARVIN KERON VICKERS JR
TRUSTEE 14-151.00Yes (X)$0$0$0
CHARLES LEROY CHILDS
TRUSTEE 14-151.00Yes (X)$0$0$0
COL ERNEST LORAN SUTTON
TRUSTEE 14-151.00Yes (X)$0$0$0
COLIN DOUGLAS WAKEFIELD
TRUSTEE 14-151.00Yes (X)$0$0$0
COMTE JACQUES DE TRENTINIAN
TRUSTEE 14-151.00Yes (X)$0$0$0
DAVID LEROY COOMER
TRUSTEE 14-151.00Yes (X)$0$0$0
DOUGLAS MATHER MABEE
TRUSTEE 14-151.00Yes (X)$0$0$0
DR ABRAHAM RUDDELL BYRD III
TRUSTEE 14-151.00Yes (X)$0$0$0
FRANKLIN J APPL PHD
TRUSTEE 14-151.00Yes (X)$0$0$0
FREDERICK ARTHUR WALDEN
TRUSTEE 14-151.00Yes (X)$0$0$0
GEORGE RUSSELL RUCH
TRUSTEE 14-151.00Yes (X)$0$0$0
GLENN PAUL SAPPIE
TRUSTEE 14-151.00Yes (X)$0$0$0
HON JAMES EDWARD STALLINGS SR
TRUSTEE 14-151.00Yes (X)$0$0$0
JAMES MORRIS LINDLEY
TRUSTEE 14-151.00Yes (X)$0$0$0
JAMES STEPHEN HURST
TRUSTEE 14-151.00Yes (X)$0$0$0
JEFFREY EUGENE BRUMMETTE
TRUSTEE 14-151.00Yes (X)$0$0$0
JOHN ARTHUR MOLLER
TRUSTEE 14-151.00Yes (X)$0$0$0
JOHN CARROLL ELLINGSON SR
TRUSTEE 14-151.00Yes (X)$0$0$0
JOHN EDGAR SPEAR
TRUSTEE 14-151.00Yes (X)$0$0$0
JOHN THOMAS MANNING MED
TRUSTEE 14-151.00Yes (X)$0$0$0
JOSEPH CHARLES CONGER
TRUSTEE 14-151.00Yes (X)$0$0$0
JOSEPH PATRICK WARNER
TRUSTEE 14-151.00Yes (X)$0$0$0
KENNETH DUANE ROACH
TRUSTEE 14-151.00Yes (X)$0$0$0
KENT SHEPARD WEBBER
TRUSTEE 14-151.00Yes (X)$0$0$0
LANCE CARTER
TRUSTEE 14-151.00Yes (X)$0$0$0
LANCE DAVID EHMCKE
TRUSTEE 14-151.00Yes (X)$0$0$0
MICHAEL ELLIS FISHBEIN
TRUSTEE 14-151.00Yes (X)$0$0$0
MICHAEL EUGENE BARGER
TRUSTEE 14-151.00Yes (X)$0$0$0
MICHAEL PERRY SCHENK
TRUSTEE 14-151.00Yes (X)$0$0$0
MSGT TONY LEE VETS
TRUSTEE 14-151.00Yes (X)$0$0$0
PAUL LORIN CHILD DDS
TRUSTEE 14-151.00Yes (X)$0$0$0
PETER ARROTT DIXON
TRUSTEE 14-151.00Yes (X)$0$0$0
PETER KENNETH MOLLER
TRUSTEE 14-151.00Yes (X)$0$0$0
PHILLIP HERBERT TARPLEY
TRUSTEE 14-151.00Yes (X)$0$0$0
REV DR RALPH ALAN LAWRENCE
TRUSTEE 14-151.00Yes (X)$0$0$0
RICHARD TODD BRYANT ESQ
TRUSTEE 14-151.00Yes (X)$0$0$0
RICHARD WARREN SAGE
TRUSTEE 14-151.00Yes (X)$0$0$0
ROBERT ANTHONY BOGARDUS
TRUSTEE 14-151.00Yes (X)$0$0$0
ROBERT DOUGLAS WARREN
TRUSTEE 14-151.00Yes (X)$0$0$0
ROBERT DOWNING EBERT
TRUSTEE 14-151.00Yes (X)$0$0$0
ROBERT WARREN ALLEN
TRUSTEE 14-151.00Yes (X)$0$0$0
SIDNEY CLIFFORD JR
TRUSTEE 14-151.00Yes (X)$0$0$0
STEPHEN ROBERT RENOUF
TRUSTEE 14-151.00Yes (X)$0$0$0
STEPHEN WALTER ROHRBOUGH
TRUSTEE 14-151.00Yes (X)$0$0$0
THOMAS ASHER BROWN
TRUSTEE 14-151.00Yes (X)$0$0$0
THOMAS CHARLES COCHRAN
TRUSTEE 14-151.00Yes (X)$0$0$0
THOMAS EDWIN GEIMEIER
TRUSTEE 14-151.00Yes (X)$0$0$0
WAYNE HOWARD MALLAR
TRUSTEE 14-151.00Yes (X)$0$0$0
WILLIAM OLIVER STONE
TRUSTEE 14-151.00Yes (X)$0$0$0
WILLIAM WESLEY TANNER
TRUSTEE 14-151.00Yes (X)$0$0$0
BOBBY JOE SEALES
TRUSTEE 15-161.00Yes (X)$0$0$0
BRIAN IRWIN WORCESTER
TRUSTEE 15-161.00Yes (X)$0$0$0
CAPT ROGER WARREN COURSEY USCG
TRUSTEE 15-161.00Yes (X)$0$0$0
CHARLES ELLIOTT LILLY
TRUSTEE 15-161.00Yes (X)$0$0$0
CHARLES LEROY CHILDS
TRUSTEE 15-161.00Yes (X)$0$0$0
CLAUDE THOMAS HARDISON JR
TRUSTEE 15-161.00Yes (X)$0$0$0
COL JAMES HENRY WOOD
TRUSTEE 15-161.00Yes (X)$0$0$0
COL ROBERT DARRELL POLLOCK
TRUSTEE 15-161.00Yes (X)$0$0$0
COMTE JACQUES DE TRENTINIAN
TRUSTEE 15-161.00Yes (X)$0$0$0
CW5 KENNETH DUANE ROACH
TRUSTEE 15-161.00Yes (X)$0$0$0
DANIEL KEITH WOODRUF
TRUSTEE 15-161.00Yes (X)$0$0$0
DARRELL BRENT HEFLEY
TRUSTEE 15-161.00Yes (X)$0$0$0
DAVID WAYNE SNODGRASS
TRUSTEE 15-161.00Yes (X)$0$0$0
DOUGLAS CARROLL FAVORITE
TRUSTEE 15-161.00Yes (X)$0$0$0
DOUGLAS MATHER MABEE
TRUSTEE 15-161.00Yes (X)$0$0$0
DOUGLASS THOMAS COLLINS
TRUSTEE 15-161.00Yes (X)$0$0$0
DR ABRAHAM RUDDELL BYRD III
TRUSTEE 15-161.00Yes (X)$0$0$0
DR PHILLIP GARY PETTETT
TRUSTEE 15-161.00Yes (X)$0$0$0
ELWIN L SPRAY
TRUSTEE 15-161.00Yes (X)$0$0$0
ERIC HENRY TROUTMAN
TRUSTEE 15-161.00Yes (X)$0$0$0
EUGENE DAVID MELVIN
TRUSTEE 15-161.00Yes (X)$0$0$0
FREDERICK ARTHUR WALDEN
TRUSTEE 15-161.00Yes (X)$0$0$0
HAROLD E GOODRICH
TRUSTEE 15-161.00Yes (X)$0$0$0
JAMES MORRIS LINDLEY
TRUSTEE 15-161.00Yes (X)$0$0$0
JEFFREY EUGENE BRUMMETTE
TRUSTEE 15-161.00Yes (X)$0$0$0
JEROLD WAYNE MONTGOMERY
TRUSTEE 15-161.00Yes (X)$0$0$0
JIM LUCKY WILLIAM FAULKINBURY
TRUSTEE 15-161.00Yes (X)$0$0$0
JOHN ARTHUR MOLLER
TRUSTEE 15-161.00Yes (X)$0$0$0
JOHN CARROLL ELLINGSON
TRUSTEE 15-161.00Yes (X)$0$0$0
JOHN THOMAS MANNING MED
TRUSTEE 15-161.00Yes (X)$0$0$0
JOSEPH PATRICK VERMAELEN
TRUSTEE 15-161.00Yes (X)$0$0$0
LANNY R PATTEN
TRUSTEE 15-161.00Yes (X)$0$0$0
MAJ BRUCE ALDEN BUEHLER USAR
TRUSTEE 15-161.00Yes (X)$0$0$0
MARTINUS JOHN DYRUD
TRUSTEE 15-161.00Yes (X)$0$0$0
MICHAEL ELLIS FISHBEIN
TRUSTEE 15-161.00Yes (X)$0$0$0
MICHAEL PERRY SCHENK
TRUSTEE 15-161.00Yes (X)$0$0$0
PAUL LORIN CHILD DDS
TRUSTEE 15-161.00Yes (X)$0$0$0
PETER ARROTT DIXON
TRUSTEE 15-161.00Yes (X)$0$0$0
PETER KENNETH MOLLER
TRUSTEE 15-161.00Yes (X)$0$0$0
RICHARD DANA BROCKWAY
TRUSTEE 15-161.00Yes (X)$0$0$0
ROBERT ALLEN WAGEL
TRUSTEE 15-161.00Yes (X)$0$0$0
ROBERT DOWNING EBERT
TRUSTEE 15-161.00Yes (X)$0$0$0
ROBERT GREENLEAF HESS
TRUSTEE 15-161.00Yes (X)$0$0$0
ROBERT NEIL CAPPS JR
TRUSTEE 15-161.00Yes (X)$0$0$0
ROBERT STRIB COHEN PHD
TRUSTEE 15-161.00Yes (X)$0$0$0
ROBERT WARREN ALLEN
TRUSTEE 15-161.00Yes (X)$0$0$0
ROGER STEPHEN BOEKER
TRUSTEE 15-161.00Yes (X)$0$0$0
SGT MERLYN TROY CHALMERS BAILEY
TRUSTEE 15-161.00Yes (X)$0$0$0
SIDNEY CLIFFORD JR
TRUSTEE 15-161.00Yes (X)$0$0$0
STEPHEN ROBERT RENOUF
TRUSTEE 15-161.00Yes (X)$0$0$0
STEVEN ALLEN WILLIAMS RET
TRUSTEE 15-161.00Yes (X)$0$0$0
TIMOTHY WALTER DOUGHTY
TRUSTEE 15-161.00Yes (X)$0$0$0
W A BROADUS JR
TRUSTEE 15-161.00Yes (X)$0$0$0
WAYNE HOWARD MALLAR
TRUSTEE 15-161.00Yes (X)$0$0$0
WILLIAM EDWARD SHARP III PHD
TRUSTEE 15-161.00Yes (X)$0$0$0
WILLIAM WESLEY TANNER
TRUSTEE 15-161.00Yes (X)$0$0$0
MARY BUTTS
DIRECTOR OF FINANCE35.005.00Yes (X)$48,075$0$7,745
DONALD SHAW
EXECUTIVE DIRECTOR35.005.00Yes (X)$92,679$0$8,727
FieldValueIRS element (for citing)
Total Reportable Comp From Org$140,754TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$16,472TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VESTED PUBLISHING LLC
PO BOX 559FRANKFORTKY40602MAGAZINE PUBLISHING$163,326
AL POST INC
11301 DECIMAL DRIVELOUISVILLEKY40299GENERAL CONTRACTOR$163,180
BLACKSTONE MEDIA
607 W MAIN ST 500LOUISVILLEKY40202WEB DEVELOPMENT$154,418
SOLID LIGHT
438 SOUTH THIRD STREETLOUISVILLEKY40202EXHIBIT PLANNING$125,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Membership Dues$918,727MembershipDuesAmt
Related Organizations$511,346RelatedOrganizationsAmt
All Other Contributions$124,585AllOtherContributionsAmt
Noncash Contributions$13,521NoncashContributionsAmt
Total Contributions$1,554,658TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION FEES900099$246,665$246,665
MISCELLANEOUS900099$189,471$189,471
SUPPLEMENTAL FEES900099$88,010$88,010
MEETING INCOME900099$33,990$33,990
COPYING FEES900009$16,290$16,290

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,938TotalRevenueColumnAmt
Related Or Exempt Func Income$9,938RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$584,364TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,154TotalRevenueColumnAmt
Exclusion$36,154ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$806TotalRevenueColumnAmt
Exclusion$806ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$768,807SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$784,170SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$15,363SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$15,363TotalRevenueColumnAmt
Exclusion-$15,363ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$539,819GrossSalesOfInventoryAmt
Cost Of Goods Sold$414,378CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$125,441TotalRevenueColumnAmt
Related Or Exempt Func Income$125,441RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMAGAZINE ADVERTISINGDesc
Business541800BusinessCd
Total Revenue Column$33,025TotalRevenueColumnAmt
Unrelated Business Revenue$33,025UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$33,025OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,319,085TotalRevenueColumnAmt
Related Or Exempt Func Income$709,805RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$33,025UnrelatedBusinessRevenueAmt
Exclusion$21,597ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$12,754TotalAmt
Program Services$12,754ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$157,225TotalAmt
Program Services$132,261ProgramServicesAmt
Management And General$24,964ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$636,870TotalAmt
Program Services$536,388ProgramServicesAmt
Management And General$100,482ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,708TotalAmt
Program Services$15,578ProgramServicesAmt
Management And General$3,130ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$70,288TotalAmt
Program Services$58,526ProgramServicesAmt
Management And General$11,762ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$58,831TotalAmt
Program Services$49,489ProgramServicesAmt
Management And General$9,342ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,639TotalAmt
Program Services$22,229ProgramServicesAmt
Management And General$7,410ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,998TotalAmt
Program Services$9,998ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$162,400TotalAmt
Program Services$162,400ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,367TotalAmt
Program Services$2,367ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$87,065TotalAmt
Program Services$74,644ProgramServicesAmt
Management And General$12,421ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$32,167TotalAmt
Program Services$25,056ProgramServicesAmt
Management And General$7,111ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$85,019TotalAmt
Program Services$65,113ProgramServicesAmt
Management And General$19,906ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,295TotalAmt
Program Services$4,295ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$29,759TotalAmt
Program Services$29,759ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$20,795TotalAmt
Program Services$20,795ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$259,216TotalAmt
Program Services$259,216ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$42,987TotalAmt
Program Services$32,240ProgramServicesAmt
Management And General$10,747ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PROGRAM EXPENDITURE$91,331$91,331
COLLECTION DEACCESSIONS$14,800$14,800
MAGAZINE EXPENSES$5,137$5,137
AWARDS$4,665$4,665

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,532TotalAmt
Program Services$6,532ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,842,848TotalAmt
Program Services$1,635,573ProgramServicesAmt
Management And General$207,275ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$147,766BOYAmt
EOY$218,370EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$363,732BOYAmt
EOY$370,019EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,632BOYAmt
EOY$41,997EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,086BOYAmt
EOY$21,061EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$195,932BOYAmt
EOY$207,479EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$72,084BOYAmt
EOY$86,564EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,274,080LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$922,051LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,077,605BOYAmt
EOY$9,352,029EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,685,200BOYAmt
EOY$1,681,672EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,909,443BOYAmt
EOY$2,926,151EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,498,480BOYAmt
EOY$14,905,342EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$183,093BOYAmt
EOY$80,131EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$36,465BOYAmt
EOY$47,805EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,183,400BOYAmt
EOY$1,238,715EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,402,958BOYAmt
EOY$1,366,651EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,206,087BOYAmt
EOY$11,656,439EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$849,496BOYAmt
EOY$801,451EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,039,939BOYAmt
EOY$1,080,801EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,095,522BOYAmt
EOY$13,538,691EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,498,480BOYAmt
EOY$14,905,342EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$476,237ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$33,068NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$1,452,877CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,658,709CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,352,889CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,568,011CurrentTaxYearMinus1YearAmt
Current Tax Year$1,554,658CurrentTaxYearAmt
Total$9,587,144TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$632,005CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$774,589CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$816,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$844,492CurrentTaxYearMinus1YearAmt
Current Tax Year$1,124,183CurrentTaxYearAmt
Total$4,191,793TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,084,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,433,298CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,169,413CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,412,503CurrentTaxYearMinus1YearAmt
Current Tax Year$2,678,841CurrentTaxYearAmt
Total$13,778,937TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$35,349CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,548CurrentTaxYearMinus1YearAmt
Current Tax Year$22,100CurrentTaxYearAmt
Total$144,006TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$35,349CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,548CurrentTaxYearMinus1YearAmt
Current Tax Year$22,100CurrentTaxYearAmt
Total$144,006TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$13,634,931PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,396CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,392CurrentTaxYearMinus1YearAmt
Current Tax Year$36,960CurrentTaxYearAmt
Total$205,800TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,396CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,392CurrentTaxYearMinus1YearAmt
Current Tax Year$36,960CurrentTaxYearAmt
Total$205,800TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,291CurrentTaxYearMinus2YearsAmt
Total$3,362TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,145,314CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,470,175CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,207,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,448,895CurrentTaxYearMinus1YearAmt
Current Tax Year$2,715,801CurrentTaxYearAmt
Total$13,988,099TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97480PublicSupportCY509Pct
Public Support PY5090.97520PublicSupportPY509Pct
Investment Income CY0.01470InvestmentIncomeCYPct
Investment Income PY0.01400InvestmentIncomePYPct
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

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$13,521RevenuesIncludedAmt
Assets Included$2,811,722AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd

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$1,670,263BeginningYearBalanceAmt
Contributions$35,045ContributionsAmt
Investment Earnings Or Losses-$22,783InvestmentEarningsOrLossesAmt
Other Expenditures$16,103OtherExpendituresAmt
End Year Balance$1,666,422EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,561,361BeginningYearBalanceAmt
Contributions$91,778ContributionsAmt
Investment Earnings Or Losses$37,846InvestmentEarningsOrLossesAmt
Other Expenditures$20,722OtherExpendituresAmt
End Year Balance$1,670,263EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,365,935BeginningYearBalanceAmt
Contributions$73,312ContributionsAmt
Investment Earnings Or Losses$139,876InvestmentEarningsOrLossesAmt
Other Expenditures$17,762OtherExpendituresAmt
End Year Balance$1,561,361EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,238,117BeginningYearBalanceAmt
Contributions$58,780ContributionsAmt
Investment Earnings Or Losses$90,735InvestmentEarningsOrLossesAmt
Other Expenditures$21,697OtherExpendituresAmt
End Year Balance$1,365,935EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,194,009BeginningYearBalanceAmt
Contributions$48,486ContributionsAmt
Investment Earnings Or Losses$14,881InvestmentEarningsOrLossesAmt
Other Expenditures$19,259OtherExpendituresAmt
End Year Balance$1,238,117EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.65650PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.34350TermEndowmentBalanceEOYPct
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$8,648,280OtherCostOrOtherBasisAmt
Depreciation$580,664DepreciationAmt
Book Value$8,067,616BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$391,880OtherCostOrOtherBasisAmt
Depreciation$288,956DepreciationAmt
Book Value$102,924BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$414,440OtherCostOrOtherBasisAmt
Depreciation$52,431DepreciationAmt
Book Value$362,009BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,352,029TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
LIBRARY AND MUSEUM COLLECTIONS$2,811,772
DUE TO/FROM AFFILIATES$114,379
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,926,151TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 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.
PART X, LINE 2:NSSAR AND THE FOUNDATION HAVE BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER INTERNAL REVENUE CODE 501(C)(3) AS NON-PROFIT ORGANIZATIONS THAT ARE NOT A PRIVATE FOUNDATION. NSSAR IS SUBJECT TO INCOME TAX ON CERTAIN UNRELATED BUSINESS ACTIVITY. HOWEVER, ALLOWABLE COST ALLOCATIONS HAVE RESULTED IN TAX LOSSES. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAR FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1809 WEST MAIN STREETAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Recipient EIN364514524RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$12,754CashGrantAmt
Purpose Of GrantTO FURTHER ITS EXEMPT PURPOSE.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSELECT MEMBERS OF THE BOARD REVIEW THE FINANCIAL STATEMENTS OF THE SAR FOUNDATION, INC. TO ENSURE THE PROPER USE OF THE FUNDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 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 11BECAUSE THE ORGANIZATION CAN HAVE WELL OVER 100 VOTING MEMBERS OF THE GOVERNING BODY IN ANY GIVEN YEAR, THE FORM 990 IS PRELIMINARILY PROVIDED TO A GROUP OF INDIVIDUALS WHO ARE QUALIFIED TO CLOSELY REVIEW AND COMMENT ON THE RETURN. 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, THE INDEPENDENT AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE FOR REVIEW. ONCE THE COMMENTS FROM THESE INDIVIDUALS ARE REVIEWED, THE FINAL DRAFT OF THE RETURN IS PREPARED AND SIGNED BY THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY SHALL BE DEVELOPED AND CONTINUALLY REVIEWED FOR COMPLANCE 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, WITHOUT LIMITATION, ALL GENERAL OFFICERS, EXECUTIVE COMMITTEE MEMBERS, MEMBERS OF THE BOARD OF TRUSTEES, COMMITTEE MEMBERS 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 (VOLUME III OF THE HANDBOOK).
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION HAS AN INDEPENDENT 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 NSSAR.PrimaryActivitiesTxt
Legal Domicile StateKYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 11A, 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 OrgYes (1)GiftGrntOrCapContriToOthOrgInd
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 (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE SAR FOUNDATION INC
B$12,754FMV
THE SAR FOUNDATION INC
C$511,346FMV

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