Civic Intelligence

The Sar Foundation Inc

990 • Fiscal year 2014 • EIN 36-4514524

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

809 West Main StreetLouisville, KY 40202

(502) 589-1776

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.04x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$99,665

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

88th percentile

29%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

153%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$8,109,503

Up $1,827,348 (+29%) from 2013

Net Assets

Up

$7,996,096

Up $1,788,468 (+29%) from 2013

Liabilities

Up

$113,407

Up $38,880 (+52%) from 2013

Revenue

Up

$2,981,108

Up $1,804,548 (+153%) from 2013

Expenses

Down

$678,834

Down $1,780,393 (-72%) from 2013

Net Income

Up

$2,302,274

Up $3,584,941 (+279%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $4,762,679Liabilities 2010: $94,747Net Assets 2010: $4,667,9322010Assets 2011: $4,613,153Liabilities 2011: $71,115Net Assets 2011: $4,542,0382011Assets 2012: $7,181,518Liabilities 2012: $73,454Net Assets 2012: $7,108,0642012Assets 2013: $6,282,155Liabilities 2013: $74,527Net Assets 2013: $6,207,6282013Assets 2014: $8,109,503Liabilities 2014: $113,407Net Assets 2014: $7,996,0962014Assets 2015: $8,005,429Liabilities 2015: $124,525Net Assets 2015: $7,880,9042015Assets 2016: $7,997,786Liabilities 2016: $126,679Net Assets 2016: $7,871,1072016Assets 2017: $9,468,911Liabilities 2017: $397,288Net Assets 2017: $9,071,6232017Assets 2018: $8,649,461Liabilities 2018: $269,819Net Assets 2018: $8,379,6422018Assets 2019: $9,513,558Liabilities 2019: $166,897Net Assets 2019: $9,346,6612019Assets 2020: $9,959,164Liabilities 2020: $187,458Net Assets 2020: $9,771,7062020Assets 2021: $12,240,583Liabilities 2021: $211,968Net Assets 2021: $12,028,6152021Assets 2022: $2,055,750Liabilities 2022: $108,643Net Assets 2022: $1,947,1072022Assets 2023: $2,804,817Liabilities 2023: $1,870,112Net Assets 2023: $934,7052023Assets 2024: $5,097,640Liabilities 2024: $2,472,924Net Assets 2024: $2,624,7162024

Highlighted filing

2014

Assets$8,109,503
Liabilities$113,407
Net Assets$7,996,096

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $2,088,6732010Expenses 2011: $717,3752011Expenses 2012: $576,9142012Revenue 2013: $1,176,560Expenses 2013: $2,459,227Net Income 2013: -$1,282,6672013Revenue 2014: $2,981,108Expenses 2014: $678,834Net Income 2014: $2,302,2742014Revenue 2015: $883,757Expenses 2015: $659,220Net Income 2015: $224,5372015Revenue 2016: $765,965Expenses 2016: $980,547Net Income 2016: -$214,5822016Revenue 2017: $1,078,265Expenses 2017: $636,192Net Income 2017: $442,0732017Revenue 2018: $824,784Expenses 2018: $533,986Net Income 2018: $290,7982018Revenue 2019: $1,044,529Expenses 2019: $1,084,791Net Income 2019: -$40,2622019Revenue 2020: $881,698Expenses 2020: $935,291Net Income 2020: -$53,5932020Revenue 2021: $3,068,872Expenses 2021: $986,641Net Income 2021: $2,082,2312021Revenue 2022: $1,346,671Expenses 2022: $9,068,964Net Income 2022: -$7,722,2932022Revenue 2023: $1,062,553Expenses 2023: $386,255Net Income 2023: $676,2982023Revenue 2024: $4,632,127Expenses 2024: $4,283,427Net Income 2024: $348,7002024

Highlighted filing

2014

Revenue$2,981,108
Expenses$678,834
Net Income$2,302,274
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$6,546,250
Mission and Program Overview

Mission

To receive and administer funds for the national society of the sons of the american revolution (nssar), a tax-exempt affiliate, to assist with the purpose of educating the general public about the american revolution and to promote patriotism.

To receive and administer funds from the national society of the sons of the american revolution, a tax-exempt affiliate, to assist with the purpose of educating the general public about the american revolution and to promote patriotism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,795,569$7,449,918▲ $1,654,349
Cash and Non-Interest-Bearing Accounts$374,986$561,015▲ $186,029
Pledges and Grants Receivable$110,287$97,228▼ $13,059
Land, Buildings, and Equipment, Net$1,313$971▼ $342
Accounts Receivable-$371-
Total Assets$6,282,155$8,109,503▲ $1,827,348
Liabilities
Other Liabilities$73,433$106,724▲ $33,291
Accounts Payable and Accrued Expenses$1,094$6,683▲ $5,589
Total Liabilities$74,527$113,407▲ $38,880
Net Assets / Fund Balance
Unrestricted Net Assets$3,482,404$4,689,513▲ $1,207,109
Temporarily Rstr Net Assets$2,709,724$3,235,857▲ $526,133
Permanently Rstr Net Assets$15,500$70,726▲ $55,226
Total Net Assets Fund Balance$6,207,628$7,996,096▲ $1,788,468
Total Liabilities and Net Assets / Fund Balance$6,282,155$8,109,503▲ $1,827,348

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$971$5,011$5,982

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,498,741$1,143,543▲ $211,656$90,000$4,763,940
2013$3,223,871$2,578▲ $342,292$70,000$3,498,741
2012$2,280,780$747,486▲ $263,105$67,500$3,223,871
2011$2,321,442$10,137▲ $16,701$67,500$2,280,780
2010$2,243,879$7,232▲ $142,331$72,000$2,321,442
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Donald ShawExecutive DirectorPT$99,665$99,665
Mary ButtsDirector of FinancePT$51,819$51,819

Board Members and Trustees

NameTitle
Lindsey BrockSecretary Then Chairman
Samuel C PowellPresident
I Barnett EllisPresident Emeritus
Joseph W DooleyChairman to 7/1 Then Vice President
J David SympsonVice President to 7/1
John Riley WallaceDirector
Larry J MagerkurthDirector
Randall S EllisDirector
Stephen LeishmanDirector
J Michael TommeTreasurer
Tom LawrenceTreasurer Then Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,179,028
Program Service Revenue
$0
Investment Income
$802,080
Other Revenue
$0
All Other Contributions
$1,035,485
Change in Net Assets
$2,302,274

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$41,031Fair Market Value (FMV)
Total Noncash Contributions4$41,031-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$501,320
Other Expenses$177,514
Total Fundraising Expense$137,235
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$501,320--$501,320
Office Expenses-$2,740$61,103$63,843
Fees for Service Investment Mgmnt Fees-$32,120-$32,120
Advertising--$27,917$27,917
Fees for Services Management-$5,077-$5,077
Travel--$1,716$1,716
Information Technology--$1,032$1,032
Depreciation Depletion-$342-$342
Other Expenses--$98$98
Conferences and Meetings--$43$43
Total Functional Expenses$501,320$40,279$137,235$678,834
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The National Society of the Sons of the American RevolutionLouisville, KY501(c)(3)To Assist the National Society of the Sons of the American Revolution in Educating the Public About the American Revolution and Promoting Patriotism.$501,320
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due To/from Affiliate$106,724
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has one class of members which consist of a corporate member, the national society of the sons of the american revolution.

Form 990, Part VI, Section A, Line 7A

Annually, the corporate member shall elect directors to succeed directors whose terms have expired and to fill vacancies that have occurred. Such action by the corporate member shall constitute the annual meeting of members.

Form 990, Part VI, Section B, Line 11

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 board for review. Once the comments from the board 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 organization requires individuals to sign an annual conflict of interest statement and then the organization follows up to insure that individuals withdraw from discussions and votes where there is a conflict.

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.

Filing and Contact Details

Filer

Filer Name
The Sar Foundation Inc
EIN
36-4514524
Phone
5025891776
Address
809 WEST MAIN STREET, LOUISVILLE, KY 40202

Signing Officer

Name
Don Shaw
Title
Executive Director
Phone
5025891776
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Shaw
Formed
2002
Legal Domicile
Ky
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
60

Preparer

Firm
Mountjoy Chilton Medley Llp
Address
462 S FOURTH ST SUITE 2600, LOUISVILLE, KY 40202-3445
Preparer
Rebecca L Phillips CPA
Phone
5027491900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

The organization's policy has not changed from prior year. The organization has an audit committee that continues to oversee the audit of the financial statements and the selection of the independent auditor.

Financial Statement Notes

PART V, LINE 4:

The organizations endowment funds were established to help fund the operations of the nssar headquarters, museum and library and to support specific programs and contests designed to promote patriotism and a deeper appreciation for the sacrifices made by patriots during the american revolutionary war era.

PART X, LINE 2:

The foundation has been granted tax-exempt status by the internal revenue service under internal revenue code section 501(c)(3) as a non-profit organization that is not a private foundation. The organization recognizes uncertain income tax positions using the "more-likely-than-not" approach as defined in the accounting standards codification. No liability for uncertain tax positions has been recorded in the accompanying financial statements. The organizations 2011-2014 tax years remain open and subject to examination.

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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04127589
IRS990/GrossReceiptsAmt06546250
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01032
IRS990/InformationTechnologyGrp/TotalAmt01032
IRS990/InvestmentIncomeGrp/ExclusionAmt0239633
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0239633
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05795569
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07449918
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05011
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01313
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0971
IRS990/LandBldgEquipCostOrOtherBssAmt05982
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03565142
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RECEIVE AND ADMINISTER FUNDS FROM THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION (NSSAR), A TAX-EXEMPT AFFILIATE, TO ASSIST WITH THE PURPOSE OF EDUCATING THE GENERAL PUBLIC ABOUT THE AMERICAN REVOLUTION AND TO PROMOTE PATRIOTISM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06207628
IRS990/NetAssetsOrFundBalancesEOYAmt07996096
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0562447
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0562447
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-513806
IRS990/NoncashContributionsAmt041031
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt061103
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02740
IRS990/OfficeExpensesGrp/TotalAmt063843
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REIMBURSED PAYROLL EXPE
IRS990/OtherExpensesGrp/Desc1LICENSE AND FEES
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/FundraisingAmt040115
IRS990/OtherExpensesGrp/FundraisingAmt15211
IRS990/OtherExpensesGrp/FundraisingAmt298
IRS990/OtherExpensesGrp/TotalAmt040115
IRS990/OtherExpensesGrp/TotalAmt15211
IRS990/OtherExpensesGrp/TotalAmt298
IRS990/OtherLiabilitiesGrp/BOYAmt073433
IRS990/OtherLiabilitiesGrp/EOYAmt0106724
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt015500
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt070726
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0110287
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt097228
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DON SHAW
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0972096
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02302503
IRS990/PYInvestmentIncomeAmt0204464
IRS990/PYOtherExpensesAmt0156724
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1282667
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02459227
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01176560
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02302274
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01143543
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0530116355
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0700411
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0700411
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.98420
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03498741
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01143543
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04763940
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0211656
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt090000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03223871
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02578
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03498741
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0342292
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt070000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02280780
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0747486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03223871
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0263105
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt067500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02321442
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010137
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02280780
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt067500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02243879
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt07232
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02321442
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0142331
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt072000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0971
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05011
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05982
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0106724
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO/FROM AFFILIATE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01480
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS ENDOWMENT FUNDS WERE ESTABLISHED TO HELP FUND THE OPERATIONS OF THE NSSAR HEADQUARTERS, MUSEUM AND LIBRARY AND TO SUPPORT SPECIFIC PROGRAMS AND CONTESTS DESIGNED TO PROMOTE PATRIOTISM AND A DEEPER APPRECIATION FOR THE SACRIFICES MADE BY PATRIOTS DURING THE AMERICAN REVOLUTIONARY WAR ERA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AS A NON-PROFIT ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ACCOUNTING STANDARDS CODIFICATION. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATIONS 2011-2014 TAX YEARS REMAIN OPEN AND SUBJECT TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0971
IRS990ScheduleD/TotalLiabilityAmt0106724
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0501320
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION IN EDUCATING THE PUBLIC ABOUT THE AMERICAN REVOLUTION AND PROMOTING PATRIOTISM.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION
IRS990ScheduleI/RecipientTable/RecipientEIN0530116355
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0809 WEST MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040202
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE FINANCIAL STATEMENTS OF THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION AND VISITS THE MUSEUM TO ENSURE THE PROPER USE OF THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt04
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt041031
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES FIFTH THIRD TO SELL ITS CONTRIBUTED STOCK.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 32B:
IRS990ScheduleM/ThirdPartiesUsedInd01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.10$2.47$2.62$4.63$4.28$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.80$1.87$0.93$1.06$0.39$0.68
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.11$1.95$1.35$9.07$7.72
2021Detailed filing. Detailed filing data is available for this year.$12.2$0.21$12.0$3.07$0.99$2.08
2020Detailed filing. Detailed filing data is available for this year.$9.96$0.19$9.77$0.88$0.94$0.05
2019Detailed filing. Detailed filing data is available for this year.$9.51$0.17$9.35$1.04$1.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$8.65$0.27$8.38$0.82$0.53$0.29
2017Detailed filing. Detailed filing data is available for this year.$9.47$0.40$9.07$1.08$0.64$0.44
2016Detailed filing. Detailed filing data is available for this year.$8.00$0.13$7.87$0.77$0.98$0.21
2015Detailed filing. Detailed filing data is available for this year.$8.01$0.12$7.88$0.88$0.66$0.22
2014Detailed filing. Detailed filing data is available for this year.$8.11$0.11$8.00$2.98$0.68$2.30
2013Detailed filing. Detailed filing data is available for this year.$6.28$0.07$6.21$1.18$2.46$1.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.18$0.07$7.11$0.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.07$4.54$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.09$4.67$2.09