Civic Intelligence

Sleeping Bear Forever DBA Preserve Historic Sleeping Bear

990EZ • Fiscal year 2014 • EIN 38-3486616

Oct 01, 2013 to Sep 30, 2014 • Filed on Mar 10, 2015

PO Box 453Empire, MI 49630

(231) 334-6103

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

87th percentile

$32,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 37.2% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$43,302

Down $10,893 (-20%) from 2013

Net Assets

Down

$41,476

Down $10,525 (-20%) from 2013

Liabilities

Down

$1,826

Down $368 (-17%) from 2013

Revenue

Down

$86,083

Down $55,032 (-39%) from 2013

Expenses

Down

$96,879

Down $12,992 (-12%) from 2013

Net Income

Down

-$10,796

Down $42,040 (-135%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $36,707Liabilities 2010: $1,746Net Assets 2010: $34,9612010Assets 2011: $55,718Liabilities 2011: $1,7212011Assets 2012: $22,364Liabilities 2012: $1,464Net Assets 2012: $20,9002012Assets 2013: $54,195Liabilities 2013: $2,194Net Assets 2013: $52,0012013Assets 2014: $43,302Liabilities 2014: $1,826Net Assets 2014: $41,4762014Assets 2015: $106,124Liabilities 2015: $31,594Net Assets 2015: $74,5302015Assets 2016: $78,746Liabilities 2016: $27,380Net Assets 2016: $51,3662016Assets 2017: $88,079Liabilities 2017: $22,5962017Assets 2018: $86,060Liabilities 2018: $17,378Net Assets 2018: $68,6822018Assets 2019: $80,540Liabilities 2019: $12,036Net Assets 2019: $68,5042019Assets 2020: $119,599Liabilities 2020: $2,3412020Assets 2021: $116,352Liabilities 2021: $2,332Net Assets 2021: $114,0202021Assets 2022: $170,897Liabilities 2022: $2,317Net Assets 2022: $168,5802022Assets 2023: $207,022Liabilities 2023: $2,2742023Assets 2024: $250,875Liabilities 2024: $4,203Net Assets 2024: $246,6722024Assets 2025: $317,013Liabilities 2025: $2,610Net Assets 2025: $314,4032025

Highlighted filing

2014

Assets$43,302
Liabilities$1,826
Net Assets$41,476

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $61,617Expenses 2010: $50,344Net Income 2010: $11,2732010Revenue 2011: $55,077Expenses 2011: $36,041Net Income 2011: $19,0362011Revenue 2012: $51,290Expenses 2012: $84,325Net Income 2012: -$33,0352012Revenue 2013: $141,115Expenses 2013: $109,871Net Income 2013: $31,2442013Revenue 2014: $86,083Expenses 2014: $96,879Net Income 2014: -$10,7962014Revenue 2015: $148,680Expenses 2015: $116,812Net Income 2015: $31,8682015Revenue 2016: $73,400Expenses 2016: $93,802Net Income 2016: -$20,4022016Revenue 2017: $106,545Expenses 2017: $93,673Net Income 2017: $12,8722017Revenue 2018: $99,098Expenses 2018: $95,899Net Income 2018: $3,1992018Revenue 2019: $93,736Expenses 2019: $93,914Net Income 2019: -$1782019Revenue 2020: $105,137Expenses 2020: $56,840Net Income 2020: $48,2972020Revenue 2021: $91,091Expenses 2021: $94,329Net Income 2021: -$3,2382021Revenue 2022: $142,578Expenses 2022: $88,018Net Income 2022: $54,5602022Revenue 2023: $186,070Expenses 2023: $149,502Net Income 2023: $36,5682023Revenue 2024: $216,955Expenses 2024: $175,031Net Income 2024: $41,9242024Revenue 2025: $245,682Expenses 2025: $177,951Net Income 2025: $67,7312025

Highlighted filing

2014

Revenue$86,083
Expenses$96,879
Net Income-$10,796
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Mar 10, 2015
Return Version
2013v4.0
Gross Receipts
$92,098
Mission and Program Overview

Mission

We preserve, revitalize, and create connections to Sleeping Bear Dunes nationally significant historic sites, landscapes and stories as a philanthropic national park partner. This is accomplished through preservation projects, exhibits, publications, oral history, operating the Port Oneida Heritage Center, experiential programs, and events.

Preserve and interpret the historic stuctures and landscapes of sleeping bear dunes national lakeshore

Program Services

DescriptionGrantsExpenses
PRESERVE HISTORIC STRUCTURES AND LANDSCAPES IN SLEEPING BEAR DUNES NATIONAL LAKESHORE. THE ORGANIZATION CONTRIBUTES 3,606 HOURS OF VOLUNTEER WORK.-$42,422
EXHIBIT (SEE ABOVE FOR VOLUNTEER INFORMATION)-$9,780
INTERPRETIVE EVENTS, PUBLICATIONS, AND PROGRAMS (SEE ABOVE FOR VOLUNTEER INFORMATION)-$9,056
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN POCKLINGTONSecretaryFT$32,000-$32,000
BILL HERDChairman, TrPT$0--
MARY CRANEDirectorPT$0--
ED CRIPPENProjects COMPT$0--
MAUREEN DORANDevelopmentPT$0--
LINDA STEVENSONOutreach COMPT$0--
TY STUBERProjects COMPT$0--
Filing and Contact Details

Filer

EIN
38-3486616
Phone
2313346103

Signing Officer

Name
Bill Herd
Title
Chairman
Phone
2313346103
Signed
2015-03-10
Discuss with paid preparer
Yes

Preparer

Preparer
Carl E Fedewa
Phone
2319221615
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Chicken bbq cost of goods sold 1,557 expenses advertising 2,320 website 1,678 travel 1,920 meetings seminars 24 insurance 836 bank service fees 94 license / permit 65 equipment 2,563 dues 1,031 equipment rental 3,940 office supplies 1,686 miscellaneous 40 program & project mat 9,143 total 26,897

Form 990-ez, Part II, Line 24

Inventories for sale or use 552 552 sign 271 271 total 823 823

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,194 1,826

Form 990-ez, Part III

Preserve and interpret the historic stuctures and landscapes of sleeping bear dunes national lakeshore

Form 990-ez, Part V, Line 34

The term "interpretation", as well as the following paragraph has been added to article ii statement of purpose: preserve may become involved in any project or accept any real property outside the boundaries of the lakeshore that has a direct link to the history of the lakeshore area, for the purpose of historic preservation, interpretation, and/or adaptive-use. The following paragraph is a revision of article ii disposition of property: upon dissolution, preserve, after providing for the payment of all outstanding debts and liabilities, those funds held for the benefit of the nps, including all interest and earnings thereon and all in-kind contributions, shall be transferred to nps or to a third-party deemed acceptable by nps (under such terms and conditions as were deemed acceptable by nps) for use consistent with the purposes for which the donations were made. All other assets of preserve, including any property of preserve located outside the national lakeshore and the funds raised to support any such properties, will be distributed to a nonprofit judged by the board to be well suited to support the continued preservation of those properties. The following paragraph has been added to article v membership preserve is a corporation organized upon a directorship basis as defined by the state of michigan (chapter 2 & section 305). While a directorship may have members, even various classes of members, the members do not have voting rights. The following paragraph is a revision of article vi officers the officers of preserve shall be the chair, the vice-chair, the treasurer, the secretary, and an executive director when and if that position is filled. The executive director also may be asked to occupy the job of secretary in addition to his/her other director responsibilities, but none of the other officer jobs. Bookkeeping may be part of the director's job responsibilities as outlined and approved by the board. At least one third-party should review and approve accounting documents at a frequency or an amount determined by the board.

Raw XML Appendix184 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm3ED CRIPPEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4MAUREEN DORAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN, TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVE HISTORIC STRUCTURES AND LANDSCAPES IN SLEEPING BEAR DUNES NATIONAL LAKESHORE. THE ORGANIZATION CONTRIBUTES 3,606 HOURS OF VOLUNTEER WORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERPRETIVE EVENTS, PUBLICATIONS, AND PROGRAMS (SEE ABOVE FOR VOLUNTEER INFORMATION)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EXHIBIT (SEE ABOVE FOR VOLUNTEER INFORMATION)
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IRS990EZ/SpecialEventsDirectExpensesAmt03972
IRS990EZ/SpecialEventsNetIncomeLossAmt02560
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02194
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IRS990EZ/TotalExpensesAmt096879
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHSB.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050352
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062021
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0412007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHICKEN BBQ COST OF GOODS SOLD 1,557 EXPENSES ADVERTISING 2,320 WEBSITE 1,678 TRAVEL 1,920 MEETINGS SEMINARS 24 INSURANCE 836 BANK SERVICE FEES 94 LICENSE / PERMIT 65 EQUIPMENT 2,563 DUES 1,031 EQUIPMENT RENTAL 3,940 OFFICE SUPPLIES 1,686 MISCELLANEOUS 40 PROGRAM & PROJECT MAT 9,143 TOTAL 26,897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 552 552 SIGN 271 271 TOTAL 823 823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,194 1,826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESERVE AND INTERPRET THE HISTORIC STUCTURES AND LANDSCAPES OF SLEEPING BEAR DUNES NATIONAL LAKESHORE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TERM "INTERPRETATION", AS WELL AS THE FOLLOWING PARAGRAPH HAS BEEN ADDED TO ARTICLE II STATEMENT OF PURPOSE: PRESERVE MAY BECOME INVOLVED IN ANY PROJECT OR ACCEPT ANY REAL PROPERTY OUTSIDE THE BOUNDARIES OF THE LAKESHORE THAT HAS A DIRECT LINK TO THE HISTORY OF THE LAKESHORE AREA, FOR THE PURPOSE OF HISTORIC PRESERVATION, INTERPRETATION, AND/OR ADAPTIVE-USE. THE FOLLOWING PARAGRAPH IS A REVISION OF ARTICLE II DISPOSITION OF PROPERTY: UPON DISSOLUTION, PRESERVE, AFTER PROVIDING FOR THE PAYMENT OF ALL OUTSTANDING DEBTS AND LIABILITIES, THOSE FUNDS HELD FOR THE BENEFIT OF THE NPS, INCLUDING ALL INTEREST AND EARNINGS THEREON AND ALL IN-KIND CONTRIBUTIONS, SHALL BE TRANSFERRED TO NPS OR TO A THIRD-PARTY DEEMED ACCEPTABLE BY NPS (UNDER SUCH TERMS AND CONDITIONS AS WERE DEEMED ACCEPTABLE BY NPS) FOR USE CONSISTENT WITH THE PURPOSES FOR WHICH THE DONATIONS WERE MADE. ALL OTHER ASSETS OF PRESERVE, INCLUDING ANY PROPERTY OF PRESERVE LOCATED OUTSIDE THE NATIONAL LAKESHORE AND THE FUNDS RAISED TO SUPPORT ANY SUCH PROPERTIES, WILL BE DISTRIBUTED TO A NONPROFIT JUDGED BY THE BOARD TO BE WELL SUITED TO SUPPORT THE CONTINUED PRESERVATION OF THOSE PROPERTIES. THE FOLLOWING PARAGRAPH HAS BEEN ADDED TO ARTICLE V MEMBERSHIP PRESERVE IS A CORPORATION ORGANIZED UPON A DIRECTORSHIP BASIS AS DEFINED BY THE STATE OF MICHIGAN (CHAPTER 2 & SECTION 305). WHILE A DIRECTORSHIP MAY HAVE MEMBERS, EVEN VARIOUS CLASSES OF MEMBERS, THE MEMBERS DO NOT HAVE VOTING RIGHTS. THE FOLLOWING PARAGRAPH IS A REVISION OF ARTICLE VI OFFICERS THE OFFICERS OF PRESERVE SHALL BE THE CHAIR, THE VICE-CHAIR, THE TREASURER, THE SECRETARY, AND AN EXECUTIVE DIRECTOR WHEN AND IF THAT POSITION IS FILLED. THE EXECUTIVE DIRECTOR ALSO MAY BE ASKED TO OCCUPY THE JOB OF SECRETARY IN ADDITION TO HIS/HER OTHER DIRECTOR RESPONSIBILITIES, BUT NONE OF THE OTHER OFFICER JOBS. BOOKKEEPING MAY BE PART OF THE DIRECTOR'S JOB RESPONSIBILITIES AS OUTLINED AND APPROVED BY THE BOARD. AT LEAST ONE THIRD-PARTY SHOULD REVIEW AND APPROVE ACCOUNTING DOCUMENTS AT A FREQUENCY OR AN AMOUNT DETERMINED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART V, LINE 34
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL HERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02313346103
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10PRESERVE HISTORIC SLEEPING BEAR
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ReturnHeader/Filer/EIN0383486616
ReturnHeader/Filer/PhoneNum02313346103
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261512182
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10OLD BARN ACCOUNTING SERVICES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103622 VETERANS DRIVE SUITE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TRAVERSE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0496844580
ReturnHeader/PreparerPersonGrp/PhoneNum02319221615
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL E FEDEWA
ReturnHeader/ReturnTs02015-03-10T13:13:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.03$3.14$2.46$1.78$0.68
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.04$2.47$2.17$1.75$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.02$1.86$1.50$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.02$1.69$1.43$0.88$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.02$1.14$0.91$0.94$0.03
2020Summary only. Only limited summary data is available for this year.$1.20$0.02$1.05$0.57$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.12$0.69$0.94$0.94$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.17$0.69$0.99$0.96$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.23$1.07$0.94$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.27$0.51$0.73$0.94$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.32$0.75$1.49$1.17$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$0.86$0.97$0.11
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.54$0.02$0.52$1.41$1.10$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.01$0.21$0.51$0.84$0.33
2011Summary only. Only limited summary data is available for this year.$0.56$0.02$0.55$0.36$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.02$0.35$0.62$0.50$0.11