NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION (EIN 84-6027604)
- Tax period
- 2011-03-01 to 2012-02-29
- Filed
- 2012-10-10
- IRS object ID
- 201222849349300617
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-10T09:38:43-05:00 | Timestamp |
| Tax Period End Date | 2012-02-29 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840636698 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSBORNE PARSONS & ROSACKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 NORTH TEJON STREET | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 809031012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846027604 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO DAUGHTERS OF THE AMERICAN REVOLUTION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLO | NameControl |
| Phone | 7196671212 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 KREG LANE | AddressLine1 |
| City | MANITOU SPRINGS | City |
| State | CO | State |
| ZIP Code | 808292753 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA KADING | Name |
| Title | TREASURER | Title |
| Phone | 7196671212 | Phone |
| Date Signed | 2012-10-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY P PARSONS CPA | Name |
| PTIN | P00052605 | PTIN |
| Phone | 7196362321 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | DIANA KADING | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 KREG LN | AddressLine1 |
| City | MANITOU SPRINGS | City |
| State | CO | State |
| ZIP Code | 80829 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 104919 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 1050 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COLORADODAR.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE HISTORIC PRESERVATION, EDUCATION AND PATRIOTISM | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 3067 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 56348 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 54672 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8390 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3497 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1667 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 64738 | TotalRevenuePriorYear |
| Total Revenue Current Year | 59836 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5100 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5400 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5400 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 42257 | OtherExpensePriorYear |
| Other Expenses Current Year | 15684 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 52757 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24584 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11981 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 35252 | RevenuesLessExpensesCY |
| Total Assets BOY | 216193 | TotalAssetsBOY |
| Total Assets EOY | 251445 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 216193 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 251445 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROMOTE HISTORIC PRESERVATION, EDUCATION AND PATRIOTISM | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12958 | Expense |
| Revenue | 3155 | Revenue |
| Description | THE TREASURER RECEIVES ALL FUNDS AND SECURITIES OF THE STATE SOCIETY AND DEPOSITS THEM TO THE CREDIT OF THE COLORADO STATE SOCIETY NSDAR (SOCIETY) IN BANKS/INSTITUTIONS APPROVED BY THE SOCIETY. THE TREASURER PAYS ALL THE BILLS OF THE SOCIETY FROM MOTIONS OF THE SOCIETY OR AS BUDGETED BY A COMMITTEE OR CLUB. SHE DISTRIBUTES ALL COLLECTED FUNDS TO THE APPROPRIATE STATE OR NATIONAL CHARITABLE FUNDS. SHE ESTABLISHES/MANAGES SAVINGS ACCOUNTS AND REINVESTS FUNDS AT THE DISCRETION OF THE FINANCE AND BUDGET COMMITTEE WITH CONSULTATION FROM THE STATE REGENT. SHE REPORTS IN WRITING TO THE CREDENTIALS CHAIRMAN THE NUMBER OF VOTES EACH CHAPTER IS ENTITLED TO AT THE STATE CONFERENCE AND PROVIDES THAT INFORMATION TO EACH CHAPTER'S REGENT. SHE KEEPS AN ITEMIZED ACCOUNT OF ALL RECEIPTS AND EXPENDITURES AND SUBMITS AUDITED REPORTS AT EACH MEETING OF THE STATE BOARD OF MANAGEMENT. SHE CLOSES THE BOOKS AT THE END OF EACH FISCAL YEAR FOR AUDIT BY AN AUDIT COMMITTEE. SHE SERVES AS A MEMBER OF THE FINANCE AND BUDGET COMMITTEE AND IS APPOINTED AS AN ADVISOR TO THE STATE CONFERENCE COMMITTEE. FACILITATE MEMBER DONATIONS TO VARIOUS NATIONAL FUNDS WHICH ARE SENT TO THE NATIONAL OFFICE OF THE DAUGHTER OF THE AMERICAN REVOLUTION IN WASHINGTON DC FOR DISBURSEMENT TO DIFFERENT NATIONAL PROJECTS. PASS THROUGH AMOUNTS FOR 2011 WERE $18,431 AND ARE NOT INCLUDED IN EITHER REVENUE OR EXPENSE ON THIS RETURN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3500 | Expense |
| Grants | 3500 | Grants |
| Description | SCHOLARSHIPS AWARDED TO STUDENTS WHO ARE UNITED STATES CITIZENS ATTENDING AN ACCREDITED COLLEGE OR UNIVERSITY. ALL AWARDS ARE JUDGED BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY AND NEED. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2116 | Expense |
| Description | SERVICE TO VETERAN PATIENTS IN LOCAL VETERAN HOSPITALS AND VETERAN NURSING HOMES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 18574 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7196671212 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 KREG LANE | AddressLine1 |
| City | MANITOU SPRINGS | City |
| State | CO | State |
| ZIP Code | 808292753 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GALE AUSTON CRAFTON | ||||||
| REGENT | 35.00 | X | X | 4600 | 0 | 0 |
| MARCY S KIMMINAU | ||||||
| VICE REGENT | 2.00 | X | X | 0 | 0 | 0 |
| MARILYN L FISHBURN | ||||||
| CHAPLAIN | 1.00 | X | 0 | 0 | 0 | |
| RONNELL K HEITMAN | ||||||
| RECORDING SECRETARY | 4.00 | X | X | 0 | 0 | 0 |
| CAROL D ROHWEDDER | ||||||
| CORRESPONDING SECRETARY | 1.00 | X | 400 | 0 | 0 | |
| MARION G HILTENBRAND | ||||||
| ORGANIZING SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| DIANA L KADING | ||||||
| TREASURER | 40.00 | X | X | 400 | 0 | 0 |
| BEVERLY J NELSON | ||||||
| REGISTRAR | 1.00 | X | 0 | 0 | 0 | |
| REGINA L FALLACE | ||||||
| HISTORIAN | 1.00 | X | 0 | 0 | 0 | |
| JEANNEY L HORN | ||||||
| LIBRARIAN | 1.00 | X | 0 | 0 | 0 | |
| JANE NEWMAN | ||||||
| AUDITOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN L CAMERON | ||||||
| PARLIMENTARIAN | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5400 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 17197 | MembershipDues |
| All Other Contributions | 37475 | AllOtherContributions |
| Total Contributions | 54672 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3497 | TotalRevenueColumn |
| Exclusion | $3,497 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 37008 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 38496 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1488 | TotalRevenueColumn |
| Exclusion | -$1,488 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 8906 | GrossSalesOfInventory |
| Cost Of Goods Sold | 6587 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2319 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2319 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 836 | TotalRevenueColumn |
| Related Or Exempt Function Income | 836 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 836 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59836 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3155 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,009 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3500 | Total |
| Program Services | 3500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5400 | Total |
| Management And General | 5400 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391 | Total |
| Program Services | 371 | ProgramServices |
| Management And General | 20 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1402 | Total |
| Program Services | 850 | ProgramServices |
| Management And General | 552 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| CONTRIBUTION OF 1/2 JR | 4892 | 4892 |
| AWARDS AND RECOGNITION | 3485 | 3485 |
| PRINTING | 2622 | 2622 |
| GIFTS | 2115 | 2115 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 777 | Total |
| Program Services | 739 | ProgramServices |
| Management And General | 38 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24584 | Total |
| Program Services | 18574 | ProgramServices |
| Management And General | 6010 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42910 | BOY |
| EOY | 52190 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10312 | BOY |
| EOY | 20655 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 178600 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162971 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216193 | BOY |
| EOY | 251445 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51409 | BOY |
| EOY | 91323 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129054 | BOY |
| EOY | 124400 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35730 | BOY |
| EOY | 35722 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216193 | BOY |
| EOY | 251445 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216193 | BOY |
| EOY | 251445 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 35252 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50903 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58834 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56348 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54672 | CurrentTaxYear |
| Total | 284590 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 2319 | CurrentTaxYear |
| Total | 2319 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50903 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58834 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56348 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56991 | CurrentTaxYear |
| Total | 286909 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 286909 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7839 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7476 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3497 | CurrentTaxYear |
| Total | 26784 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7839 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7476 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3497 | CurrentTaxYear |
| Total | 26784 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 192 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -768 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -237 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 836 | CurrentTaxYear |
| Total | 5283 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58934 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 70541 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63439 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64738 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61324 | CurrentTaxYear |
| Total | 318976 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89950 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.89580 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08400 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08670 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35730 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -8 | InvestmentEarningsOrLosses |
| End Of Year Balance | 35722 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE ORGANIZATION USES THE EARNINGS FROM THE ENDOWMENT FUND FOR SCHOLARSHIPS | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CONFERENCE | NameOfEvent1 |
| Gross Receipts Event1 | 37008 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 37008 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 38496 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 37008 | GrossReceiptsTotal |
| Gross Revenue Total Events | 37008 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 38496 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 38496 | DirectExpenseSummaryEvents |
| Net Income Summary | -1488 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION WITH DUES PAYING MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION WITH DUES PAYING MEMBERS. THE MEMBERS VOTE TO ELECT THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE MEMBERS ELECT THE OFFICERS AND REPRESENTATIVES TO VOTE AT MEETINGS. THE MEMBERS ALSO APPROVE THE BYLAWS WHICH GOVERN THE ORGANIZATION'S ACTIVITIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STATE OFFICERS SIGN A CONFLICT OF INTEREST STATEMENT EVERY YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE THREE STATE OFFICERS WHO ARE GIVEN STATE OFFICER CHECKS ARE THE ST REGENT, ST TREASURER AND ST. CORRESPONDING SECRETARY. THE MONEY HAS BEEN DESIGNATED BY THE FINANCE AND BUDGET COMMITTEE THEN VOTED ON AT A STATE BOARD OF MANAGEMENT MEETING. THE MONEY GIVEN DOES NOT COVER ALL EXPENSES RELATED TO THESE POSITIONS BUT COVERS SOME OF THE EXPENSES RELATED TO THE JOB. |
| FORM 990, PART VI, SECTION C, LINE 18 | ALL FINANCIAL RECORDS ARE AVAILABLE FOR ANY MEMBER TO REVIEW. ALL RECORDS ARE KEPT AT THE STATE TREASURER'S LOCATION, AND COPIES OF SUCH RECORDS ARE AVAILABLE TO ANYONE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE STATE SOCIETY'S AUDITOR AND STATE REGENT REVIEW THE STATE SPREADSHEET REGULARLY. WHEN IT COMES TIME FOR THE 990 FILING, THE STATE TREASURER WORKS WITH THE CPAS. THE STATE TREASURER PREPARES THE ANNUAL FINANCIALS (SPREADSHEET). THE FINANCIALS HAVE BEEN REVIEWED BY THE STATE AUDITOR AND THE STATE REGENT AS WELL AS VOTED ON AND APPROVED AT THE STATE CONFERENCE IN APRIL. THE STATE TREASURER THEN ANSWERS QUESTIONS THAT ARISE FROM THE CPAS. WHEN THE 990 PAPERWORK FROM THE CPAS IS SENT TO THE STATE TREASURER, SHE REVIEWS THE RETURN, SIGNS AND SENDS IT TO THE IRS. THE CPAS ARE IN CONTACT WITH THE STATE TREASURER THROUGHOUT THE PROCESS. |
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