SOARING EAGLE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOARING EAGLE (EIN 84-1409114)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-15
- IRS object ID
- 201430469349300613
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T10:42:49-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112442493 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG FITZSIMMONS & MICHAELS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 MANOR ROAD | AddressLine1 |
| City | SMITHTOWN | City |
| State | NY | State |
| ZIP Code | 11787 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841409114 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOARING EAGLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOAR | NameControl |
| Phone | 4062568500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 879 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591030879 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Conrad R Sump | Name |
| Title | Chairman/Treasurer | Title |
| Phone | 6313601400 | Phone |
| Date Signed | 2014-02-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID P FITZSIMMONS | Name |
| PTIN | P01233784 | PTIN |
| Phone | 6313601400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Conrad R Sump | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Maryland Street | AddressLine1 |
| City | Dix Hills | City |
| State | NY | State |
| ZIP Code | 11746 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7357897 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SOARINGEAGLE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | Raise funds to build, maintain and operate the Heritage Living Center | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3341725 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3740449 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 792799 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 997908 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 79033 | InvestmentIncomePriorYear |
| Investment Income Current Year | 166267 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6081 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4949 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4219638 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4909573 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 338745 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 367605 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 809691 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4141578 | OtherExpensePriorYear |
| Other Expenses Current Year | 4360328 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4480323 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4727933 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -260685 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 181640 | RevenuesLessExpensesCY |
| Total Assets BOY | 8218977 | TotalAssetsBOY |
| Total Assets EOY | 8588028 | TotalAssetsEOY |
| Total Liabilities BOY | 803197 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 730179 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7415780 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7857849 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3226946 | Expense |
| Revenue | 1002857 | Revenue |
| Description | Heritage Living Center - Adult elderly care facility in Ashland, Montana. The facility provides Personal care,meals laundry, medical transportation and opportunities for social gatherings. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 475276 | Expense |
| Revenue | 144876 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3702222 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kimburley Flagen | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4062568500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 Indian Trail | AddressLine1 |
| City | Billings | City |
| State | MT | State |
| ZIP Code | 59105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Conrad R Sump | ||||||
| Chairman/Treasurer | 20.00 | X | X | 24000 | 0 | 0 |
| Conrad E Sump | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Fr Kenan Siegel | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Terry Beartusk | ||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 |
| Anna Dinkins | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Michael Skaggs | ||||||
| President & CEO | 40.00 | X | X | 108160 | 0 | 0 |
| Fr Emmett Hoffmann deceased 2113 | ||||||
| Past Chairman | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 132160 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3740449 | AllOtherContributions |
| Total Contributions | 3740449 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HERITAGE LIVING CENTER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 997908 | TotalRevenueColumn |
| Related Or Exempt Function Income | 997908 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 997908 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 95030 | TotalRevenueColumn |
| Related Or Exempt Function Income | 95030 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2519561 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2448324 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 71237 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71237 | TotalRevenueColumn |
| Related Or Exempt Function Income | 71237 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Reimbursements | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4949 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4949 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4949 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4909573 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1169124 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108160 | Total |
| Program Services | 64896 | ProgramServices |
| Management And General | 16224 | ManagementAndGeneral |
| Fundraising | 27040 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259445 | Total |
| Program Services | 167874 | ProgramServices |
| Management And General | 21132 | ManagementAndGeneral |
| Fundraising | 70439 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2620 | Total |
| Management And General | 2620 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Management And General | 6000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11625 | Total |
| Management And General | 11625 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24861 | Total |
| Program Services | 14917 | ProgramServices |
| Fundraising | 9944 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15451 | Total |
| Management And General | 15451 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Heritage Living Center | 3047224 | 3047224 | ||
| Postage | 511591 | 145904 | 29864 | 335823 |
| Printing | 440711 | 153899 | 9212 | 277600 |
| Database Management, HL | 211696 | 84607 | 86068 | 41021 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88549 | Total |
| Program Services | 22901 | ProgramServices |
| Management And General | 17824 | ManagementAndGeneral |
| Fundraising | 47824 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4727933 | Total |
| Program Services | 3702222 | ProgramServices |
| Management And General | 216020 | ManagementAndGeneral |
| Fundraising | 809691 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46990 | BOY |
| EOY | 35712 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70836 | BOY |
| EOY | 40852 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7518485 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2972243 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4830079 | BOY |
| EOY | 4546242 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2911333 | BOY |
| EOY | 3046221 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 359739 | BOY |
| EOY | 919001 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8218977 | BOY |
| EOY | 8588028 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270550 | BOY |
| EOY | 218922 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 532647 | BOY |
| EOY | 511257 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 803197 | BOY |
| EOY | 730179 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7282618 | BOY |
| EOY | 7730035 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133162 | BOY |
| EOY | 127814 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7415780 | BOY |
| EOY | 7857849 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8218977 | BOY |
| EOY | 8588028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 181640 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 260429 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4357757 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4081441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4419069 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3341375 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3740449 | CurrentTaxYear |
| Total | 19940091 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4357757 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4081441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4419069 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3341375 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3740449 | CurrentTaxYear |
| Total | 19940091 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 19940091 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 531743 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 570550 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 748025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 877913 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1147733 | CurrentTaxYear |
| Total | 3875964 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23816055 | TotalSupport |
| Public Support Pertcentage170 | 0.83730 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85410 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 497931 | InvestmentCostOrOtherBasis |
| Book Value | 497931 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6078576 | InvestmentCostOrOtherBasis |
| Depreciation | 2394337 | Depreciation |
| Book Value | 3684239 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 941978 | InvestmentCostOrOtherBasis |
| Depreciation | 577906 | Depreciation |
| Book Value | 364072 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4546242 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Short Term Investments (Money Market) | Description |
| Book Value | 919001 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 919001 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Actuarial liability | Description |
| Amount | $511,257 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 511257 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5170002 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 260429 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 260429 | RevenueNotRptdF990 |
| Revenue Subtotal | 4909573 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4909573 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4727933 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4727933 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4727933 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| Explanation | There was no liability for taxes | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Thomas Fenske | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Fund Raising Services | Relationship |
| Amount Of Transaction | 519611 | AmountOfTransaction |
| Description Of Transaction | Printing, Mailing and Data Processing | DescriptionOfTransaction |
| Sharing Of Revenues | 1 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | Contact Addresses for Officers, Directors, Etc |
| There has been no change since last year |
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