Civic Intelligence

The Sar Foundation Inc

990 • Fiscal year 2022 • EIN 36-4514524

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 26, 2023

Organization ProfileWWW.SARFOUNDATION.ORG
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

36th percentile

0.05x

Higher debt load relative to assets than 36% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.08x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

1st percentile

-573%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

34th percentile

$87,022

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

1st percentile

-83%

Faster asset growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-56%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$2,055,750

Down $10,184,833 (-83%) from 2021

Net Assets

Down

$1,947,107

Down $10,081,508 (-84%) from 2021

Liabilities

Down

$108,643

Down $103,325 (-49%) from 2021

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

Down

$1,346,671

Down $1,722,201 (-56%) from 2021

Expenses

Up

$9,068,964

Up $8,082,323 (+819%) from 2021

Net Income

Down

-$7,722,293

Down $9,804,524 (-471%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

2022

Assets$2,055,750
Liabilities$108,643
Net Assets$1,947,107
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

2022

Revenue$1,346,671
Expenses$9,068,964
Net Income-$7,722,293
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 26, 2023
Return Version
2022v5.0
Gross Receipts
$5,623,720
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 for 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$11,861,441$1,642,311▼ $10,219,130
Cash and Non-Interest-Bearing Accounts$166,440$220,300▲ $53,860
Pledges and Grants Receivable$209,384$190,358▼ $19,026
Prepaid Expenses and Deferred Charges$2,486$2,329▼ $157
Land, Buildings, and Equipment, Net$832$452▼ $380
Total Assets$12,240,583$2,055,750▼ $10,184,833
Liabilities
Other Liabilities$171,118$91,287▼ $79,831
Accounts Payable and Accrued Expenses$40,850$17,356▼ $23,494
Total Liabilities$211,968$108,643▼ $103,325
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,658,198$1,925,191▼ $3,733,007
Net Assets With Donor Restrictions$6,370,417$21,916▼ $6,348,501
Total Net Assets Fund Balance$12,028,615$1,947,107▼ $10,081,508
Total Liabilities and Net Assets / Fund Balance$12,240,583$2,055,750▼ $10,184,833

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$452$4,861$5,313

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$5,722,740$7,320▼ $830,843$180,109$4,719,108
2021$5,229,229$625▲ $665,495$172,609$5,722,740
2020$5,051,200$971▲ $477,361$300,303$5,229,229
2019$4,451,768$2,020▲ $884,648$-287,236$5,051,200
2018$4,861,911$2,902▼ $306,245$106,800$4,451,768
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Phillip BloydDevelopment ManagerFT$87,022$87,022
Megan KrebsDirector of FinancePT$84,718$84,718
Donald ShawExecutive Director to 7/2022PT$80,047$80,047
Todd BaleExecutive Director From 10/2022PT$25,484$25,484

Board Members and Trustees

NameTitle
C Bruce PicketteSECRETARY TO 7/2022; CHAIR
Joseph W DooleyPresident to 7/2023
Douglas T CollinsVICE PRESIDENT TO 7/2022;DIRECTOR TO 7/2023
Davis L WrightVICE PRESIDENT TO 7/2023; CHAIR
Daniel K WoodruffDirector to 7/2022
Warren M AlterDirector to 7/2022
Darryl S AddingtonDIRECTOR TO 7/2022;TREASURER TO 7/2023
Daniel MckelvieDirector to 7/2023
Dr Samuel C PowellDirector to 7/2023
William Lee PophamDirector to 7/2023
John L DoddTREASURER TO 7/2022;SECRETARY TO 7/2023
Revenue and Support

Revenue Composition

Contributions and Grants
$660,405
Program Service Revenue
$0
Investment Income
$664,809
Other Revenue
$21,457
All Other Contributions
$660,405
Change in Net Assets
$-7,722,293

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$25,022Fair Market Value (FMV)
Total Noncash Contributions1$25,022-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,830,456
Other Expenses$238,508
Total Fundraising Expense$217,393
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,830,456--$8,830,456
Office Expenses--$68,666$68,666
Fees for Service Investment Mgmnt Fees-$21,115-$21,115
Information Technology--$7,771$7,771
Fees for Services Legal--$6,781$6,781
Advertising--$5,156$5,156
Travel--$5,094$5,094
Other Expenses--$459$459
Depreciation Depletion--$380$380
Total Functional Expenses$8,830,456$21,115$217,393$9,068,964
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.$8,830,456
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$91,287
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 11B

“A draft of the return is reviewed first by internal management. After internal management has reviewed the return and any changes are made, a draft is provided to the finance committee chairman and made available to the governing body for review. Once the comments from these individuals are reviewed, the final draft of the return is prepared and signed by the treasurer general.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy shall be developed and continually reviewed for compliance with applicable federal and state laws and "best practices" by the legal advisory committee with input from the chancellor general and the executive director. Signatories acknowledging receipt of, and compliance with, said conflict of interest policy shall include, without limitation, all general officers, executive committee members, members of the board of trustees, committee members and full or part-time employees of nssar. Execution of said conflict of interest policy shall be required annually.”

Form 990, Part VI, Section 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
Darryl Addington
Title
Treasurer
Phone
5025891776
Signed
2023-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Bale
Formed
2002
Legal Domicile
Ky
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
35

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
435 N WHITTINGTON PKWY STE 400, LOUISVILLE, KY 40222
Preparer
Amelia Sebastian
Phone
5025896050
Supplemental Narrative

Additional Explanations

Part XII, 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 indepenent auditor.”

Financial Statement Notes

PART V, LINE 4:

“The organization's 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.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1174131
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1272942
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1376364
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1417538
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT TO 7/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT TO 7/2022;DIRECTOR TO 7/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT TO 7/2023; CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY TO 7/2022; CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER TO 7/2022;SECRETARY TO 7/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR TO 7/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR TO 7/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR TO 7/2022;TREASURER TO 7/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR TO 7/2022
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR TO 7/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR TO 7/2022
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR TO 7/2022
IRS990/Form990PartVIISectionAGrp/TitleTxt13DEVELOPMENT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR FROM 10/2022
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0554959
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt08830456
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt08830456
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04832008
IRS990/GrossReceiptsAmt05623720
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt011861441
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0452
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04277049
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt01947107
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0554959
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2359215
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05658198
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01925191
IRS990/NoncashContributionsAmt025022
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt068666
IRS990/OfficeExpensesGrp/TotalAmt068666
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REIMBURSED PAYROLL EXPE
IRS990/OtherExpensesGrp/Desc1LICENSES AND FEES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0115455
IRS990/OtherExpensesGrp/FundraisingAmt17631
IRS990/OtherExpensesGrp/FundraisingAmt2459
IRS990/OtherExpensesGrp/TotalAmt0115455
IRS990/OtherExpensesGrp/TotalAmt17631
IRS990/OtherExpensesGrp/TotalAmt2459
IRS990/OtherLiabilitiesGrp/BOYAmt0171118
IRS990/OtherLiabilitiesGrp/EOYAmt091287
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt021457
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021457
IRS990/OtherRevenueTotalAmt021457
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0209384
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0190358
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02486
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02329
IRS990/PrincipalOfficerNm0TODD BALE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01975095
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0749669
IRS990/PYInvestmentIncomeAmt01093777
IRS990/PYOtherExpensesAmt0236972
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02082231
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0986641
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03068872
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-7722293
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0530116355
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08830456
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08830456
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/BoardDesignatedBalanceEOYPct00.64758
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05722740
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07320
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04719108
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-830843
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0180109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05229229
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05722740
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0665495
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0971
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05229229
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02020
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05051200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0884648
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-287236
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04861911
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02902
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04451768
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-306245
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0452
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04861
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt091287
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO/FROM AFFILIATE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.24601
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S 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/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0452
IRS990ScheduleD/TotalLiabilityAmt091287
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt08830456
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,055,750
Liabilities
$108,643
Net assets
$1,947,107
Revenue
$1,346,671
Expenses
$9,068,964
Net income
-$7,722,293
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
Peer Organizations

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