Civic Intelligence

Sleeping Bear Forever DBA Preserve Historic Sleeping Bear

990EZ • Fiscal year 2018 • EIN 38-3486616

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 12, 2019

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

83rd percentile

0.20x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$32,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 32.3% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.3%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-7.0%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$86,060

Down $2,019 (-2.3%) from 2017

Net Assets

$68,682

No earlier filing loaded for comparison.

Liabilities

Down

$17,378

Down $5,218 (-23%) from 2017

Revenue

Down

$99,098

Down $7,447 (-7.0%) from 2017

Expenses

Up

$95,899

Up $2,226 (+2.4%) from 2017

Net Income

Down

$3,199

Down $9,673 (-75%) from 2017

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

2018

Assets$86,060
Liabilities$17,378
Net Assets$68,682

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

2018

Revenue$99,098
Expenses$95,899
Net Income$3,199
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 12, 2019
Return Version
2017v2.3
Gross Receipts
$102,766
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.

Assists in preserving and interpreting the nationally registered 366 historic structures, features, landscapes and rich 19th century heritage of sleeping bear dunes national lakeshore. Includes six areas - glen haven historic district, port oneida rural historic district, good harbor, platte river, north and south manitou islands. An official partner group of sleeping bear dunes national lakeshore since 1998. Seeks and secures funds to support and facilitate preservation projects and adaptive-use, builds awareness of the historic collection and need for preservation, and offers educational interpretive activities.

Program Services

DescriptionGrantsExpenses
EDUCATION - IN 2018, OFFERED GARDEN, FOOD PRESERVATION AND TRADITIONAL CRAFT ACTIVITIES; PROGRAMS; BIKE, AUTO,BARN,AND HORSE AND WAGON HISTORY TOURS; TOUR BOOKLETS AND OTHER PUBLICATIONS; AND EXHIBITS THAT INFORM AND SHARE OUR HERITAGE - THE STORIES AND HISTORY OF THE PEOPLE THAT LIVED IN AND SETTLED THE AREA OF SLEEPING BEAR DUNES NATIONAL LAKESHORE.SERVED AS FIDUCIARY AND CO-PARTNER OF THE PORT ONEIDA CULTURAL FAIR DRAWING OVER 3,000 VISITORS. DEVELOPED A LEELANAU COUNTY EXPLORE HISTORIC LEELANAU MAP FOR A COLLABORATIVE HISTORIC TOUR BROCHURE WITH OTHER AREA HISTORY ORGANIZATIONS;CONTINUED DEVELOPMENT OF EXHIBITS AT THE PORT ONEIDA FARMS HERITAGE CENTER, AND STAFFED AND OPERATED THE CENTER.-$20,138
PRESERVATION - IMPLEMENTED PRESERVATION PROJECTS IN THE NATIONAL PARK INCLUDING THE KRAITZ LOG CABIN, BOEKELOO LOG CABIN PROPERTY; N. UNITY LOG SCHOOL; CARSTEN BURFIEND OUTBUILDING AND FARMHOUSE; CHARLES OLSEN FARMHOUSE AND GARDEN EXPANSION; BUFKA FARM BARN; KATIE SHEPARD HOTEL ON NORTH MANITOU ISLAND; KELDERHOUSE FARM ORCHARD FENCE; AND RESTORATION/REMOVAL OF INVASIVE SPECIES IN THE PORT ONEIDA HISTORIC DISTRICT. REPAIRS ARE ACCOMPLISHED PRIMARILY THROUGH VOLUNTEER LABOR AND FUNDING OF MATERIALS AND EQUIPMENT,AS WELL AS SPECIALIZED HIRED CONTACTORS.-$13,337
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN POCKLINGTONStaff DirectPT$32,000-$32,000
BILL HERDPresidentPT$0--
JEAN JENKINSSecretary-$0--
JIM MUNSONTreasurer-$0--
MARY CRANEDirector-$0--
JOHN GOFFDirector-$0--
TY STUBERDirector-$0--
PENNY SZCZECHOWSKIDirector-$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
President
Phone
2313346103
Signed
2019-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Vdl Certified Public Accountants Pc
Address
1240 E 8TH ST, TRAVERSE CITY, MI 49686-2939
Preparer
Kati M Flees CPA
Phone
2319351590
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Volunteer work is integral to accomplishing the organization's mission, and leverages monetary contributions. In fy 2018 there were 82 volunteers who provided 5,149 total volunteer hours - an inkind value of 127,128 for interpretation and preservation in sleeping bear dunes national lakeshore.

Form 990-ez, Part I, Line 16

Expenses marketing 3,751 travel 142 program services transportion 1,955 food - program and event 397 conferences & seminars 20 interest expense 690 bank service & processing fee 249 insurance 2,766 office supplies 143 licenses & permits 50 equipment rental 796 equipment 1,640 dues and subscriptions 2,436 program services supplies 7,723 port onieda fair sponsors 500 in-kind equipment 200 in-kind supplies 2,836 penalties 55 volunteers/intern housing 2,522 national park svs equip 688 non-investment depreciation 9,573 total 39,132

Form 990-ez, Part II, Line 24

Inventories for sale or use 931 2,469 furniture and fixtures 10,119 10,119 less accumulated depreciation 2,891 4,956 machinery and equipment 52,500 52,500 less accumulated depreciation 26,335 33,811 leasehold improvements 501 501 less accumulated depreciation 33 65 total 34,792 26,757

Form 990-ez, Part II, Line 26

Tractor loan 20,047 15,011 payroll liabilities 2,549 2,367

Form 990-ez, Part III

Assists in preserving and interpreting the nationally registered 366 historic structures, features, landscapes and rich 19th century heritage of sleeping bear dunes national lakeshore. Includes six areas - glen haven historic district, port oneida rural historic district, good harbor, platte river, north and south manitou islands. An official partner group of sleeping bear dunes national lakeshore since 1998. Seeks and secures funds to support and facilitate preservation projects and adaptive-use, builds awareness of the historic collection and need for preservation, and offers educational interpretive activities.

Form 990-ez, Part III, Line 28

Preservation - implemented preservation projects in the national park including the kraitz log cabin, boekeloo log cabin property; n. Unity log school; carsten burfiend outbuilding and farmhouse; charles olsen farmhouse and garden expansion; bufka farm barn; katie shepard hotel on north manitou island; kelderhouse farm orchard fence; and restoration/removal of invasive species in the port oneida historic district. Repairs are accomplished primarily through volunteer labor and funding of materials and equipment,as well as specialized hired contactors.

Form 990-ez, Part III, Line 29

Education - in 2018, offered garden, food preservation and traditional craft activities; programs; bike, auto,barn,and horse and wagon history tours; tour booklets and other publications; and exhibits that inform and share our heritage - the stories and history of the people that lived in and settled the area of sleeping bear dunes national lakeshore.served as fiduciary and co-partner of the port oneida cultural fair drawing over 3,000 visitors. Developed a leelanau county explore historic leelanau map for a collaborative historic tour brochure with other area history organizations;continued development of exhibits at the port oneida farms heritage center, and staffed and operated the center.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEER WORK IS INTEGRAL TO ACCOMPLISHING THE ORGANIZATION'S MISSION, AND LEVERAGES MONETARY CONTRIBUTIONS. IN FY 2018 THERE WERE 82 VOLUNTEERS WHO PROVIDED 5,149 TOTAL VOLUNTEER HOURS - AN INKIND VALUE OF 127,128 FOR INTERPRETATION AND PRESERVATION IN SLEEPING BEAR DUNES NATIONAL LAKESHORE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 3,751 TRAVEL 142 PROGRAM SERVICES TRANSPORTION 1,955 FOOD - PROGRAM AND EVENT 397 CONFERENCES & SEMINARS 20 INTEREST EXPENSE 690 BANK SERVICE & PROCESSING FEE 249 INSURANCE 2,766 OFFICE SUPPLIES 143 LICENSES & PERMITS 50 EQUIPMENT RENTAL 796 EQUIPMENT 1,640 DUES AND SUBSCRIPTIONS 2,436 PROGRAM SERVICES SUPPLIES 7,723 PORT ONIEDA FAIR SPONSORS 500 IN-KIND EQUIPMENT 200 IN-KIND SUPPLIES 2,836 PENALTIES 55 VOLUNTEERS/INTERN HOUSING 2,522 NATIONAL PARK SVS EQUIP 688 NON-INVESTMENT DEPRECIATION 9,573 TOTAL 39,132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 931 2,469 FURNITURE AND FIXTURES 10,119 10,119 LESS ACCUMULATED DEPRECIATION 2,891 4,956 MACHINERY AND EQUIPMENT 52,500 52,500 LESS ACCUMULATED DEPRECIATION 26,335 33,811 LEASEHOLD IMPROVEMENTS 501 501 LESS ACCUMULATED DEPRECIATION 33 65 TOTAL 34,792 26,757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRACTOR LOAN 20,047 15,011 PAYROLL LIABILITIES 2,549 2,367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSISTS IN PRESERVING AND INTERPRETING THE NATIONALLY REGISTERED 366 HISTORIC STRUCTURES, FEATURES, LANDSCAPES AND RICH 19TH CENTURY HERITAGE OF SLEEPING BEAR DUNES NATIONAL LAKESHORE. INCLUDES SIX AREAS - GLEN HAVEN HISTORIC DISTRICT, PORT ONEIDA RURAL HISTORIC DISTRICT, GOOD HARBOR, PLATTE RIVER, NORTH AND SOUTH MANITOU ISLANDS. AN OFFICIAL PARTNER GROUP OF SLEEPING BEAR DUNES NATIONAL LAKESHORE SINCE 1998. SEEKS AND SECURES FUNDS TO SUPPORT AND FACILITATE PRESERVATION PROJECTS AND ADAPTIVE-USE, BUILDS AWARENESS OF THE HISTORIC COLLECTION AND NEED FOR PRESERVATION, AND OFFERS EDUCATIONAL INTERPRETIVE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRESERVATION - IMPLEMENTED PRESERVATION PROJECTS IN THE NATIONAL PARK INCLUDING THE KRAITZ LOG CABIN, BOEKELOO LOG CABIN PROPERTY; N. UNITY LOG SCHOOL; CARSTEN BURFIEND OUTBUILDING AND FARMHOUSE; CHARLES OLSEN FARMHOUSE AND GARDEN EXPANSION; BUFKA FARM BARN; KATIE SHEPARD HOTEL ON NORTH MANITOU ISLAND; KELDERHOUSE FARM ORCHARD FENCE; AND RESTORATION/REMOVAL OF INVASIVE SPECIES IN THE PORT ONEIDA HISTORIC DISTRICT. REPAIRS ARE ACCOMPLISHED PRIMARILY THROUGH VOLUNTEER LABOR AND FUNDING OF MATERIALS AND EQUIPMENT,AS WELL AS SPECIALIZED HIRED CONTACTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EDUCATION - IN 2018, OFFERED GARDEN, FOOD PRESERVATION AND TRADITIONAL CRAFT ACTIVITIES; PROGRAMS; BIKE, AUTO,BARN,AND HORSE AND WAGON HISTORY TOURS; TOUR BOOKLETS AND OTHER PUBLICATIONS; AND EXHIBITS THAT INFORM AND SHARE OUR HERITAGE - THE STORIES AND HISTORY OF THE PEOPLE THAT LIVED IN AND SETTLED THE AREA OF SLEEPING BEAR DUNES NATIONAL LAKESHORE.SERVED AS FIDUCIARY AND CO-PARTNER OF THE PORT ONEIDA CULTURAL FAIR DRAWING OVER 3,000 VISITORS. DEVELOPED A LEELANAU COUNTY EXPLORE HISTORIC LEELANAU MAP FOR A COLLABORATIVE HISTORIC TOUR BROCHURE WITH OTHER AREA HISTORY ORGANIZATIONS;CONTINUED DEVELOPMENT OF EXHIBITS AT THE PORT ONEIDA FARMS HERITAGE CENTER, AND STAFFED AND OPERATED THE CENTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
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Document Assets

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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