Civic Intelligence

Sleeping Bear Forever DBA Preserve Historic Sleeping Bear

990EZ • Fiscal year 2015 • EIN 38-3486616

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 11, 2016

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

85th percentile

0.30x

Higher debt load relative to assets than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

87th percentile

$32,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

93rd percentile

145%

Faster asset growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$106,124

Up $62,822 (+145%) from 2014

Net Assets

Up

$74,530

Up $33,054 (+80%) from 2014

Liabilities

Up

$31,594

Up $29,768 (+1630%) from 2014

Revenue

Up

$148,680

Up $62,597 (+73%) from 2014

Expenses

Up

$116,812

Up $19,933 (+21%) from 2014

Net Income

Up

$31,868

Up $42,664 (+395%) from 2014

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

2015

Assets$106,124
Liabilities$31,594
Net Assets$74,530

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

2015

Revenue$148,680
Expenses$116,812
Net Income$31,868
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$153,451
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 2,603 HOURS OF VOLUNTEER WORK.-$66,368
INTERPRETIVE EVENTS, PUBLICATIONS, AND PROGRAMS (SEE ABOVE FOR VOLUNTEER INFORMATION)-$9,566
EXHIBIT (SEE ABOVE FOR VOLUNTEER INFORMATION)-$7,374
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN POCKLINGTONEmployeePT$32,000-$32,000
BILL HERDChairmanPT$0--
MARY CRANEDirector-$0--
ED CRIPPENTreasurer-$0--
PENNY SZEZECHOWSKISecretary-$0--
FRED SIEGMUNDDirector-$0--
TY STUBERProjects COM-$0--
Filing and Contact Details

Filer

Filer Name
Preserve Historic Sleeping Bear
EIN
38-3486616
Phone
2313346103
Address
PO BOX 453, EMPIRE, MI 49630

Signing Officer

Name
Bill Herd
Title
Chairman
Phone
2313346103
Signed
2016-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Old Barn Accounting Services Pc
Address
3622 VETERANS DRIVE SUITE 3, TRAVERSE CITY, MI 49684-4580
Preparer
Carl E Fedewa
Phone
2319221615
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 333 website 300 travel 75 meetings seminars 90 tractor loan interest 218 insurance 1,475 bank & processing fees 253 license / permit 50 equipment 1,523 exhibit equipment 1,485 dues 1,825 equipment rental 45 office supplies 1,243 miscellaneous 548 program & project mat 3,650 exhibit supplies 2,708 fair expense 2,605 non-investment depreciation 7,485 total 25,911

Form 990-ez, Part I, Line 20

State of michigan fee -60

Form 990-ez, Part II, Line 24

Inventories for sale or use 552 775 2,018 56,884 less accumulated depreciation 0 7,744 total 2,570 49,915

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,826 2,190 unsecured notes and loans payable 0 29,404

Form 990-ez, Part III

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

Raw XML Appendix191 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL HERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY CRANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN POCKLINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED CRIPPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PENNY SZEZECHOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRED SIEGMUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TY STUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EMPLOYEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt02570
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IRS990EZ/OtherChangesInNetAssetsAmt0-60
IRS990EZ/OtherExpensesTotalAmt025911
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IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE AND INTERPRET THE HISTORIC STUCTURES AND LANDSCAPES OF SLEEPING BEAR DUNES NATIONAL LAKESHORE
IRS990EZ/PrintingPublicationsPostageAmt02075
IRS990EZ/ProgramServiceRevenueAmt05900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVE HISTORIC STRUCTURES AND LANDSCAPES IN SLEEPING BEAR DUNES NATIONAL LAKESHORE. THE ORGANIZATION CONTRIBUTES 2,603 HOURS OF VOLUNTEER WORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERPRETIVE EVENTS, PUBLICATIONS, AND PROGRAMS (SEE ABOVE FOR VOLUNTEER INFORMATION)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EXHIBIT (SEE ABOVE FOR VOLUNTEER INFORMATION)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066368
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19566
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHSB.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0139169
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt036053
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 333 WEBSITE 300 TRAVEL 75 MEETINGS SEMINARS 90 TRACTOR LOAN INTEREST 218 INSURANCE 1,475 BANK & PROCESSING FEES 253 LICENSE / PERMIT 50 EQUIPMENT 1,523 EXHIBIT EQUIPMENT 1,485 DUES 1,825 EQUIPMENT RENTAL 45 OFFICE SUPPLIES 1,243 MISCELLANEOUS 548 PROGRAM & PROJECT MAT 3,650 EXHIBIT SUPPLIES 2,708 FAIR EXPENSE 2,605 NON-INVESTMENT DEPRECIATION 7,485 TOTAL 25,911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATE OF MICHIGAN FEE -60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 552 775 2,018 56,884 LESS ACCUMULATED DEPRECIATION 0 7,744 TOTAL 2,570 49,915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,826 2,190 UNSECURED NOTES AND LOANS PAYABLE 0 29,404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRESERVE AND INTERPRET THE HISTORIC STUCTURES AND LANDSCAPES OF SLEEPING BEAR DUNES NATIONAL LAKESHORE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02313346103
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-11
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ReturnHeader/Filer/EIN0383486616
ReturnHeader/Filer/PhoneNum02313346103
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0496844580
ReturnHeader/PreparerPersonGrp/PhoneNum02319221615
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL E FEDEWA
ReturnHeader/ReturnTs02016-02-13T14:41:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

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
2015Detailed filing. Detailed filing data is available for this year.$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