2016-08-12T12:47:38-05:00 2015-12-31 271235638 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST SUITE 2600 LOUISVILLE KY 402023445 990 2015-01-01 530116355 NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION NATI 5025891776 809 WEST MAIN STREET LOUISVILLE KY 40202 DON SHAW EXECUTIVE DIRECTOR 5025891776 2016-08-12 1 REBECCA L PHILLIPS CPA P00024055 5027491900 2015 2016-12-15 16:53:06Z DON SHAW 809 WEST MAIN STREET LOUISVILLE KY 40202 3517633 0 0690 X WWW.SAR.ORG X 1906 DC TO EDUCATE THE PUBLIC ABOUT THE AMERICAN REVOLUTION AND FOSTER PATRIOTISM. 101 101 26 350 33025 0 1568011 1554658 327758 584364 986785 20791 158665 159272 3041219 2319085 1143543 12754 0 0 905270 941922 0 0 0 902182 888172 2950995 1842848 90224 476237 14498480 14905342 1402958 1366651 13095522 13538691 X TO EDUCATE THE MEMBERSHIP AND THE GENERAL PUBLIC ABOUT THE AMERICAN REVOLUTION AND ITS PATRIOTS AND TO FOSTER PATRIOTISM AND APPRECIATION OF AMERICAN FREEDOMS. 0 0 485517 629048 GENEALOGY VALIDATION - EVALUATE AND AUTHENTICATE CURRENT GENEALOGICAL RESEARCH AND DOCUMENTATION FOR USE BY FUTURE GENERATIONS. TRAIN MEMBERS AND OTHERS IN GENEALOGICAL RESEARCH METHODS. 364535 63197 SAR MAGAZINE- PUBLISHED QUARTERLY. ARTICLES DEAL WITH AMERICA'S HERITAGE AND PATRIOTISM. PURPOSE IS EDUCATIONAL AND INFORMATIONAL. 324832 12754 5714 GENEALOGICAL LIBRARY AND MUSEUM- DISPLAY WORKS OF ART, MEMORABILIA, BOOKS, PERIODICALS, AND OTHER DOCUMENTS AND COLLECTIONS TO EDUCATE THE MEMBERSHIP AND GENERAL PUBLIC. 92149 0 ORATIONS, ESSAY, AND OTHER AWARDS SPONSORED TO PROMOTE THE DEVELOPMENT OF PATRIOTISM IN THE ADULTS AND YOUTH OF THE COUNTRY. 368540 11846 OUTREACH 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. 460689 11846 1635573 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 7 0 1 26 1 1 1 0 0 0 0 0 0 0 0 0 X 101 101 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 KY X X DON SHAW 5025891776 809 WEST MAIN STREET LOUISVILLE KY 40202 JUDGE THOMAS EUGENE LAWRENCE PRESIDENT GENERAL 15-16 30.00 3.00 X X 0 0 0 DAVIS LEE WRIGHT CHANCELLOR GENERAL 15-16 5.00 X X 0 0 0 REV JAMES C TAYLOR CHAPLAIN GENERAL 15-16 10.00 X X 0 0 0 JOHN D SINKS GENEALOGIST GENERAL 15-16 15.00 X X 0 0 0 JOHN J JACK MANNING HISTORIAN GENERAL 15-16 5.00 X X 0 0 0 WARREN M ALTER INSPECTOR GENERAL 15-16 2.00 X X 0 0 0 C BRUCE PICKETTE LIBRARIAN GENERAL 15-16 20.00 X X 0 0 0 RUSSELL F DEVENNEY JR REGISTRAR GENERAL 15-16 10.00 X X 0 0 0 J MICHEAL TOMME SR SECRETARY GENERAL 15-16 15.00 3.00 X X 0 0 0 DR ABRAHAM RUDDELL BYRD III SURGEON GENERAL 5.00 X X 0 0 0 DR LARRY M LESLIE SURGEON GENERAL 15-16 20.00 X X 0 0 0 LARRY T GUZY TREASURER GENERAL 15-16 15.00 3.00 X X 0 0 0 HON RICK D HOLLIS VICE PRESIDENT GENERAL 14-15 2.00 2.00 X X 0 0 0 AARON CHARLES KREBS AF VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 COL PETER K GOEBEL VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 COMTE JACQUES DE TRENTINIAN VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 DAVID T MANN VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 DOUGLAS T COLLINS VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 GEORGE DAVID THOMPSON VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 JAMES MORRIS LINDLEY VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 JAMES TILLMAN JONES VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 JOHN THOMAS PARSONS VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 JOHN THOMAS SHOWLER VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 LT COL JOE E HARRIS JR VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 LTC COL DOUGLAS MCDONALD WOOD VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 MARK C ANTHONY VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 STEPHEN R RENOUF VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 WM ANTHONY TONY ROBINSON VICE PRESIDENT GENERAL 14-15 2.00 X X 0 0 0 MICHAEL J ELSTON VICE PRESIDENT GENERAL 15-16 2.00 2.00 X X 0 0 0 COL PETER K GOEBEL VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 COL JAY CRISPIN BISGARD VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 COMTE JACQUES DE TRENTINIAN VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 DR EDWARD PAUL RIGEL SR VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 DR EDWARD PAUL RIGEL SR VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 GEORGE A JONES VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 JOHN JAY ROBINSON VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 JOHN L DODD VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 JOHN THOMAS PARSONS VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 LT COL DOUGLAS MCDONALD WOOD VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 MICHAEL C WELLS VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 MNICHAEL E BARGER VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 RICHARD E CHAMBLIN VICE PRESIDENT GENERAL 15-16 2.00 X X 0 0 0 ROBERT 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65113 19906 4295 4295 29759 29759 20795 20795 259216 259216 42987 32240 10747 PROGRAM EXPENDITURE 91331 91331 COLLECTION DEACCESSIONS 14800 14800 MAGAZINE EXPENSES 5137 5137 AWARDS 4665 4665 6532 6532 1842848 1635573 207275 0 147766 218370 363732 370019 35632 41997 11086 21061 195932 207479 72084 86564 10274080 922051 9077605 9352029 1685200 1681672 2909443 2926151 14498480 14905342 183093 80131 36465 47805 1183400 1238715 1402958 1366651 X 11206087 11656439 849496 801451 1039939 1080801 13095522 13538691 14498480 14905342 476237 -33068 0 X X 0 1 X 1 0 X 1452877 1658709 3352889 1568011 1554658 9587144 632005 774589 816524 844492 1124183 4191793 2084882 2433298 4169413 2412503 2678841 13778937 35349 45009 41548 22100 144006 0 35349 45009 41548 22100 144006 13634931 60396 36842 35210 36392 36960 205800 60396 36842 35210 36392 36960 205800 36 35 3291 3362 2145314 2470175 4207914 2448895 2715801 13988099 0.97480 0.97520 0.01470 0.01400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13521 2811722 X X X X ED PROGRAM, GENEALOGY RESEA 0 1670263 35045 -22783 16103 1666422 1561361 91778 37846 20722 1670263 1365935 73312 139876 17762 1561361 1238117 58780 90735 21697 1365935 1194009 48486 14881 19259 1238117 0.00000 0.65650 0.34350 0 0 819480 819480 8648280 580664 8067616 391880 288956 102924 414440 52431 362009 9352029 LIBRARY AND MUSEUM COLLECTIONS 2811772 DUE TO/FROM AFFILIATES 114379 2926151 X 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. 1 THE SAR FOUNDATION 809 WEST MAIN STREET LOUISVILLE KY 40202 364514524 501(C)(3) 12754 TO FURTHER ITS EXEMPT PURPOSE. 1 PART I, LINE 2: SELECT MEMBERS OF THE BOARD REVIEW THE FINANCIAL STATEMENTS OF THE SAR FOUNDATION, INC. TO ENSURE THE PROPER USE OF THE FUNDS. 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 11 BECAUSE 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 12C THE 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 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 (VOLUME III OF THE HANDBOOK). FORM 990, PART XII, LINE 2C THE 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. THE SAR FOUNDATION INC 809 WEST MAIN STREET LOUISVILLE KY 40202 364514524 TO RECEIVE AND ADMINISTER FUNDS FOR THE NSSAR. KY 501(C)(3) LINE 11A, I N/A 1 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 THE SAR FOUNDATION INC B 12754 FMV THE SAR FOUNDATION INC C 511346 FMV