SOARING EAGLE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOARING EAGLE (EIN 84-1409114)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-03
- IRS object ID
- 201630359349300538
- Schema version
- 2014v6.0
- 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 | 2016-02-03T16:26:16-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112442493 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG FITZSIMMONS & MICHAELS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 MANOR ROAD | AddressLine1Txt |
| City | SMITHTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841409114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOARING EAGLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOAR | BusinessNameControlTxt |
| Phone | 4062568500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 879 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 591030879 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Conrad R Sump | PersonNm |
| Person Title | Chairman/Treasurer | PersonTitleTxt |
| Phone | 6313601400 | PhoneNum |
| Signature | 2016-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID P FITZSIMMONS | PreparerPersonNm |
| PTIN | P01233784 | PTIN |
| Phone | 6313601400 | PhoneNum |
| Preparation | 2016-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Conrad R Sump | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Maryland Street | AddressLine1Txt |
| City | Dix Hills | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,541,909 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOARINGEAGLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | Raise funds to build, maintain and operate the Heritage Living Center | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,771,931 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,603,142 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,291,335 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,291,312 | CYProgramServiceRevenueAmt |
| PY Investment Income | $189,436 | PYInvestmentIncomeAmt |
| CY Investment Income | $362,230 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,224 | PYOtherRevenueAmt |
| CY Other Revenue | $16,562 | CYOtherRevenueAmt |
| PY Total Revenue | $4,256,926 | PYTotalRevenueAmt |
| CY Total Revenue | $5,273,246 | 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 | $380,698 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $305,753 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $829,225 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,370,027 | PYOtherExpensesAmt |
| CY Other Expenses | $4,617,489 | CYOtherExpensesAmt |
| PY Total Expenses | $4,750,725 | PYTotalExpensesAmt |
| CY Total Expenses | $4,923,242 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$493,799 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $350,004 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,764,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,784,437 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $801,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $781,482 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,963,689 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,002,955 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Soaring Eagle was organized to raise funds to build and now operate a nondiscriminatory assisted living facility in Ashland, Montana which serves the elderly population of Ashland and the surrounding area of the Northern Cheyenne Indian Reservation. (Continued on Schedule 0) The facility provides personal care, meals, laundry, medical transportation and opportunities for group socialization. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,364,717 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Heritage Living Center - Adult elderly care facility in Ashland, Montana. The facility provides Personal care,meals laundry, medical transportation and opportunities for social gatherings. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $422,944 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Program Development - Cultural and historical activities of Northern Cheyenne heritage. Taped Interviews with the Northern Cheyenne elderly for clarification of oral history. Inform donors of the activities occuring at the Heritage Living Center. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,787,661 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kimburley Flagen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062568500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 922 Wyoming Avenue | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Conrad R Sump | ||||||
| Chairman/Treasurer | 20.00 | Yes (X) | Yes (X) | $24,000 | $0 | $0 |
| Conrad E Sump | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Fr Kenan Siegel | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Terry Beartusk | ||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Anna Dinkins | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Skaggs | ||||||
| President & CEO | 40.00 | Yes (X) | Yes (X) | $117,798 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,798 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,603,142 | AllOtherContributionsAmt |
| Total Contributions | $3,603,142 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HERITAGE LIVING CENTER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,291,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,291,312 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,291,312 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,693 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,430,187 | SecuritiesAmt |
| Other | $73,013 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,268,663 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $161,524 | SecuritiesAmt |
| Other | $73,013 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,537 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $234,537 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Reimbursements | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,562 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,562 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,562 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,273,246 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,670,104 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,798 | TotalAmt |
| Program Services | $70,679 | ProgramServicesAmt |
| Management And General | $17,669 | ManagementAndGeneralAmt |
| Fundraising | $29,450 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,723 | TotalAmt |
| Program Services | $58,297 | ProgramServicesAmt |
| Management And General | $17,027 | ManagementAndGeneralAmt |
| Fundraising | $66,399 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,232 | TotalAmt |
| Program Services | $22,973 | ProgramServicesAmt |
| Management And General | $6,186 | ManagementAndGeneralAmt |
| Fundraising | $17,073 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,604 | TotalAmt |
| Program Services | $9,362 | ProgramServicesAmt |
| Fundraising | $6,242 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,513 | TotalAmt |
| Management And General | $15,513 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Heritage Living Center | $3,287,074 | $3,287,074 | ||
| Printing | $501,913 | $179,294 | $11,801 | $310,818 |
| Postage | $478,017 | $133,066 | $29,547 | $315,404 |
| Office Expenses, Insura | $166,582 | $26,916 | $99,439 | $40,227 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,786 | TotalAmt |
| Management And General | $109,174 | ManagementAndGeneralAmt |
| Fundraising | $43,612 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,923,242 | TotalAmt |
| Program Services | $3,787,661 | ProgramServicesAmt |
| Management And General | $306,356 | ManagementAndGeneralAmt |
| Fundraising | $829,225 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,283 | BOYAmt |
| EOY | $96,459 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,583 | BOYAmt |
| EOY | $272,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,840,638 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,626,014 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,306,218 | BOYAmt |
| EOY | $4,214,624 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,101,940 | BOYAmt |
| EOY | $3,872,571 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,785 | BOYAmt |
| EOY | $327,868 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,764,809 | BOYAmt |
| EOY | $8,784,437 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,023 | BOYAmt |
| EOY | $294,534 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,097 | BOYAmt |
| EOY | $486,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,120 | BOYAmt |
| EOY | $781,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,836,665 | BOYAmt |
| EOY | $7,881,218 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,024 | BOYAmt |
| EOY | $121,737 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,963,689 | BOYAmt |
| EOY | $8,002,955 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,764,809 | BOYAmt |
| EOY | $8,784,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $350,004 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$310,738 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,419,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,341,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,740,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,771,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,603,142 | CurrentTaxYearAmt |
| Total | $17,875,966 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,419,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,341,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,740,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,771,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,603,142 | CurrentTaxYearAmt |
| Total | $17,875,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $17,875,966 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $748,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $877,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,147,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,530,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,670,104 | CurrentTaxYearAmt |
| Total | $5,974,186 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,850,152 | TotalSupportAmt |
| Public Support CY170 | 0.74950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $507,274 | InvestmentCostOrOtherBasisAmt |
| Book Value | $507,274 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,344,038 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,894,626 | DepreciationAmt |
| Book Value | $3,449,412 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $989,326 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $731,388 | DepreciationAmt |
| Book Value | $257,938 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,214,624 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Actuarial liability | Desc |
| Amt | $486,948 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $486,948 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,962,508 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$310,738 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$310,738 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,273,246 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,273,246 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,923,242 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,923,242 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,923,242 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | There was no liability for taxes | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Fenske | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Fund Raising Services | RelationshipDescriptionTxt |
| Transaction | $581,208 | TransactionAmt |
| Transaction | Printing, Mailing and Data Processing | TransactionDesc |
| Sharing Of Revenues | Yes (1) | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Conrad R. Sump, CPA is related to Conrad E. Sump Esq |
| Form 990, Part VI, Section A, line 8b | There are no additional sub committees to the board of directors. |
| Form 990, Part VI, Section B, line 11 | The 990 is prepared and pdf copy emailed to each member for comments. Due to the timeliness of the returns due date, sometimes the members comments could be received after the return was filed. In those cases the return would be amended as needed. This has not happened to date. The 2012 return was reviewed before submission. |
| Form 990, Part VI, Section B, line 12c | The board reviews current business relationships and addresses issues or potential issues as they arise. |
| Form 990, Part VI, Section C, line 19 | The policies were Implemented in 2010 and will be posted on the website in the near future. |
| Form 990, Part VII | Conrad R. Sump - 10 Maryland Street, Dix Hills, NY 11746. Conrad E. Sump - 114 Montrose Road, Pasadena, MD 21122. |
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