Civic Intelligence

The Sar Foundation Inc

990 • Fiscal year 2023 • EIN 36-4514524

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 15, 2024

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

88th percentile

0.67x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

1.76x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

78th percentile

$129,105

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

85th percentile

36%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-21%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$2,804,817

Up $749,067 (+36%) from 2022

Net Assets

Down

$934,705

Down $1,012,402 (-52%) from 2022

Liabilities

Up

$1,870,112

Up $1,761,469 (+1621%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin94th percentile

Revenue

Down

$1,062,553

Down $284,118 (-21%) from 2022

Expenses

Down

$386,255

Down $8,682,709 (-96%) from 2022

Net Income

Up

$676,298

Up $8,398,591 (+109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2023

Assets$2,804,817
Liabilities$1,870,112
Net Assets$934,705
Open 2023 Filing

Operations Trend

Revenue Growth17th 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

2023

Revenue$1,062,553
Expenses$386,255
Net Income$676,298
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$1,272,810
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$1,642,311$1,984,997▲ $342,686
Cash and Non-Interest-Bearing Accounts$220,300$411,239▲ $190,939
Pledges and Grants Receivable$190,358$405,783▲ $215,425
Prepaid Expenses and Deferred Charges$2,329$2,600▲ $271
Land, Buildings, and Equipment, Net$452$198▼ $254
Total Assets$2,055,750$2,804,817▲ $749,067
Liabilities
Other Liabilities$91,287$1,839,154▲ $1,747,867
Accounts Payable and Accrued Expenses$17,356$30,958▲ $13,602
Total Liabilities$108,643$1,870,112▲ $1,761,469
Net Assets / Fund Balance
Net Assets With Donor Restrictions$21,916$832,630▲ $810,714
Net Assets Without Donor Restrictions$1,925,191$102,075▼ $1,823,116
Total Net Assets Fund Balance$1,947,107$934,705▼ $1,012,402
Total Liabilities and Net Assets / Fund Balance$2,055,750$2,804,817▲ $749,067

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$198$5,115$5,313

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,719,108-▲ $14,069$4,636,165$97,012
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
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Todd BaleExecutive DirectorPT$129,105$129,105
Phillip BloydDirector of FoundationFT$107,041$107,041
Megan KrebsDirector of FinancePT$93,706$93,706

Board Members and Trustees

NameTitle
C Bruce PicketteCHAIRMAN TO 7/23;DIRECTOR TO 7/24
John L DoddSECRETARY TO 7/23;CHAIRMAN TO 7/24
William Lee PophamDIRECTOR TO 7/23;PRESIDENT TO 7/24
Joseph W DooleyPresident to 7/23
Daniel MckelvieDIRECTOR TO 7/23;VICE PRESIDENT TO 7/24
Davis L WrightVICE PRESIDENT TO 7/23;DIRECTOR TO 7/24
Dr Samuel C PowellDirector to 7/2023
Douglas T CollinsDirector to 7/24
Jeffrey D ThomasDirector to 7/24
Edmon MckinleyChancellor to 7/24
Darryl S AddingtonTREASURER TO 7/23;SECRETARY TO 7/24
Michael J ElstonTreasurer to 7/24
Revenue and Support

Revenue Composition

Contributions and Grants
$970,400
Program Service Revenue
$0
Investment Income
$92,153
Other Revenue
$0
All Other Contributions
$970,400
Change in Net Assets
$676,298

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$26,539Fair Market Value (FMV)
Total Noncash Contributions1$26,539-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,228
Total Fundraising Expense$221,051
Grants and Similar Amounts Paid$160,027
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,027--$160,027
Office Expenses--$45,646$45,646
Information Technology--$8,719$8,719
Fees for Services Legal--$6,651$6,651
Travel--$5,914$5,914
Advertising--$5,480$5,480
Fees for Service Investment Mgmnt Fees-$5,177-$5,177
Other Expenses--$1,923$1,923
Depreciation Depletion--$255$255
Total Functional Expenses$160,027$5,177$221,051$386,255
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.$160,027
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
Interfund Due To/from$1,795,892
Due To/from Affiliate$43,262
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
Allen Greenly
Title
Treasurer
Phone
5025891776
Signed
2024-10-15
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

FORM 990, PART XI, LINE 9:

“Transfers to national society of the sons of the american revolution -1,795,892.”

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.”

Raw XML AppendixShowing 400 of 540 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017356
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030958
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/FundraisingAmt05480
IRS990/AdvertisingGrp/TotalAmt05480
IRS990/AllOtherContributionsAmt0970400
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TODD BALE
IRS990/BooksInCareOfDetail/PhoneNum05025891776
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0809 WEST MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040202
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0220300
IRS990/CashNonInterestBearingGrp/EOYAmt0411239
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0970400
IRS990/CYGrantsAndSimilarPaidAmt0160027
IRS990/CYInvestmentIncomeAmt092153
IRS990/CYOtherExpensesAmt0226228
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0676298
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0386255
IRS990/CYTotalFundraisingExpenseAmt0221051
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01062553
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0255
IRS990/DepreciationDepletionGrp/TotalAmt0255
IRS990/Desc0TO ASSIST THE NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION IN EDUCATING THE PUBLIC ABOUT THE AMERICAN REVOLUTION AND PROMOTING PATRIOTISM
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt021916
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0832630
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0160027
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/FundraisingAmt06651
IRS990/FeesForServicesLegalGrp/TotalAmt06651
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05177
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05177
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt512.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt635.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt835.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1335.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1211250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1311656
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt148953
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH W DOOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUGLAS T COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVIS L WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm3C BRUCE PICKETTE
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN L DODD
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIEL MCKELVIE
IRS990/Form990PartVIISectionAGrp/PersonNm6DR SAMUEL C POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL J ELSTON
IRS990/Form990PartVIISectionAGrp/PersonNm8DARRYL S ADDINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFFREY D THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM LEE POPHAM
IRS990/Form990PartVIISectionAGrp/PersonNm11EDMON MCKINLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12MEGAN KREBS
IRS990/Form990PartVIISectionAGrp/PersonNm13PHILLIP BLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm14TODD BALE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1282456
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1395385
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14120152
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT TO 7/23
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT TO 7/23;DIRECTOR TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN TO 7/23;DIRECTOR TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY TO 7/23;CHAIRMAN TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR TO 7/23;VICE PRESIDENT TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR TO 7/2023
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER TO 7/23;SECRETARY TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR TO 7/23;PRESIDENT TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHANCELLOR TO 7/24
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF FOUNDATION
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt019465
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0160027
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0160027
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0160027
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0229722
IRS990/GrossReceiptsAmt01272810
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt08719
IRS990/InformationTechnologyGrp/TotalAmt08719
IRS990/InvestmentIncomeGrp/ExclusionAmt072688
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072688
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01642311
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01984997
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05115
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0452
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0198
IRS990/LandBldgEquipCostOrOtherBssAmt05313
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0210257
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01947107
IRS990/NetAssetsOrFundBalancesEOYAmt0934705
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt019465
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019465
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0107192
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01925191
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0102075
IRS990/NoncashContributionsAmt026539
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt045646
IRS990/OfficeExpensesGrp/TotalAmt045646
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1795892
IRS990/OtherExpensesGrp/Desc0REIMBURSED PAYROLL EXPE
IRS990/OtherExpensesGrp/Desc1LICENSES AND FEES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0138722
IRS990/OtherExpensesGrp/FundraisingAmt17741
IRS990/OtherExpensesGrp/FundraisingAmt21923
IRS990/OtherExpensesGrp/TotalAmt0138722
IRS990/OtherExpensesGrp/TotalAmt17741
IRS990/OtherExpensesGrp/TotalAmt21923
IRS990/OtherLiabilitiesGrp/BOYAmt091287
IRS990/OtherLiabilitiesGrp/EOYAmt01839154
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0190358
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0405783
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02329
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02600
IRS990/PrincipalOfficerNm0TODD BALE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0660405
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt08830456
IRS990/PYInvestmentIncomeAmt0664809
IRS990/PYOtherExpensesAmt0238508
IRS990/PYOtherRevenueAmt021457
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-7722293
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt09068964
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01346671
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0676298
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
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0160027
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0160027
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/BoardDesignatedBalanceEOYPct00.61363
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04719108
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt097012
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt014069
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04636165
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05722740
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07320
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04719108
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-830843
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0180109
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05229229
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05722740
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0665495
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0172609
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05051200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0971
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05229229
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0477361
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0300303
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04451768
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02020
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05051200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0884648
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-287236
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0198
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05115
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11795892
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO/FROM AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERFUND DUE TO/FROM
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.26664
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:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11972
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0198
IRS990ScheduleD/TotalLiabilityAmt01839154
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0160027
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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/RecipientTable/ValuationMethodUsedDesc0FMV

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,804,817
Liabilities
$1,870,112
Net assets
$934,705
Revenue
$1,062,553
Expenses
$386,255
Net income
$676,298
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