Civic Intelligence

Sleeping Bear Forever DBA Preserve Historic Sleeping Bear

990EZ • Fiscal year 2019 • EIN 38-3486616

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 08, 2020

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

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.13x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-0.2%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

87th percentile

$32,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 34.1% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-6.4%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-5.4%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$80,540

Down $5,520 (-6.4%) from 2018

Net Assets

Down

$68,504

Down $178 (-0.3%) from 2018

Liabilities

Down

$12,036

Down $5,342 (-31%) from 2018

Revenue

Down

$93,736

Down $5,362 (-5.4%) from 2018

Expenses

Down

$93,914

Down $1,985 (-2.1%) from 2018

Net Income

Down

-$178

Down $3,377 (-106%) from 2018

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

2019

Assets$80,540
Liabilities$12,036
Net Assets$68,504

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

2019

Revenue$93,736
Expenses$93,914
Net Income-$178
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 8, 2020
Return Version
2018v3.2
Gross Receipts
$98,026
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 or eligible 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
PRESERVATION - IMPLEMENTED PRESERVATION PROJECTS IN THE NATIONAL PARK INCLUDING THE KRAITZ LOG CABIN, N. UNITY LOG SCHOOL, CARSTEN BURFIEND OUTBUILDING, C. OLSEN BARN, FARMSTAND, AND GARDEN RESTORATION, KATIE SHEPARD HOTEL ON NORTH MANITOU ISLAND, KELDERHOUSE ORCHARD RESTORATION, MILLER BARN WORKSHOP, THORESON FARM BARN, MILKHOUSE, AND STONEHOUSE, REMOVAL OF INVASIVE SPECIES TO RESTORE FARM FIELDS IN THE PORT ONEIDA RURAL HISTORIC DISTRICT. REPAIRS ARE ACCOMPLISHED PRIMARILY BY VOLUNTEER LABOR AND FUNDING OF MATERIALS AND EQUIPMENT AS WELL AS SPECIALIZED HIRED CONTRACTORS.-$26,194
EDUCATION AND INTERPRETATION - IN 2019 OFFERED PROGRAMS: GARDEN EDUCATION, HORSE AND WAGON, AUTO AND WALKING HISTORIC TOURS; TOUR BOOKLETS AND OTHER PUBLICATIONS; EXHIBITS THAT INFORM AND SHARE OUR HERIITAGE, THE STORIES AND HISTORY OF THE PEOPLE THAT LIVED AND SETTLED THE AREA NOW IN SLEEPING BEAR DUNES NATIONAL LAKESHORE. SERVED AS FIDUCIARY AND CO-PARTNER OF THE PORT ONEIDA CULTURAL FAIR DRAWING OVER 3,000 VISITORS. STAFFED AND OPERATED THE PORT ONEIDA FARMS HERITAGE CENTER.-$10,439
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN POCKLINGTONStaff DirectPT$32,000-$32,000
JEAN JENKINSPresident-$0--
JIM MUNSONTreasurer-$0--
MARY CRANESecretary-$0--
JOHN GOFFDirector-$0--
TY STUBERDirector-$0--
PENNY SZCZECHOWSKIDirector-$0--
KATHLEEN MILLERDirector-$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
Jean Jenkins
Title
President
Phone
2313346103
Signed
2020-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Intrust CPA Pc
Address
732 HANNAH AVENUE, TRAVERSE CITY, MI 49686
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 2019 there were 81 volunteers who provided 4,345 total volunteer hours - an inkind value of 110,493 for preservation and interpretation in sleeping bear dunes national lakeshore.

Form 990-ez, Part I, Line 16

Expenses marketing 2,518 food - program and event 331 conferences & seminars 446 interest expense 404 bank service & processing fee 158 insurance 2,767 office supplies 741 licenses & permits 25 dues and subscriptions 2,552 program services supplies 11,266 in-kind equipment 121 in-kind supplies 924 penalties 88 volunteers/intern housing 300 national park svs equip 600 explore historic leelanau 84 gifts 36 non-investment depreciation 6,844 total 30,205

Form 990-ez, Part II, Line 24

Inventories for sale or use 2,469 3,040 furniture and fixtures 10,119 10,119 less accumulated depreciation 4,956 6,431 machinery and equipment 52,500 52,500 less accumulated depreciation 33,811 39,151 leasehold improvements 501 501 less accumulated depreciation 65 94 reimbursement receivable 0 360 total 26,757 20,844

Form 990-ez, Part II, Line 26

Tractor loan 15,011 9,681 payroll liabilities 2,367 2,355

Form 990-ez, Part III

Assists in preserving and interpreting the nationally registered or eligible 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, n. Unity log school, carsten burfiend outbuilding, c. Olsen barn, farmstand, and garden restoration, katie shepard hotel on north manitou island, kelderhouse orchard restoration, miller barn workshop, thoreson farm barn, milkhouse, and stonehouse, removal of invasive species to restore farm fields in the port oneida rural historic district. Repairs are accomplished primarily by volunteer labor and funding of materials and equipment as well as specialized hired contractors.

Form 990-ez, Part III, Line 29

Education and interpretation - in 2019 offered programs: garden education, horse and wagon, auto and walking historic tours; tour booklets and other publications; exhibits that inform and share our heriitage, the stories and history of the people that lived and settled the area now in sleeping bear dunes national lakeshore. Served as fiduciary and co-partner of the port oneida cultural fair drawing over 3,000 visitors. Staffed and operated the port oneida farms heritage center.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION AND INTERPRETATION - IN 2019 OFFERED PROGRAMS: GARDEN EDUCATION, HORSE AND WAGON, AUTO AND WALKING HISTORIC TOURS; TOUR BOOKLETS AND OTHER PUBLICATIONS; EXHIBITS THAT INFORM AND SHARE OUR HERIITAGE, THE STORIES AND HISTORY OF THE PEOPLE THAT LIVED AND SETTLED THE AREA NOW IN SLEEPING BEAR DUNES NATIONAL LAKESHORE. SERVED AS FIDUCIARY AND CO-PARTNER OF THE PORT ONEIDA CULTURAL FAIR DRAWING OVER 3,000 VISITORS. STAFFED AND OPERATED THE PORT ONEIDA FARMS HERITAGE CENTER.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEER WORK IS INTEGRAL TO ACCOMPLISHING THE ORGANIZATION'S MISSION, AND LEVERAGES MONETARY CONTRIBUTIONS. IN FY 2019 THERE WERE 81 VOLUNTEERS WHO PROVIDED 4,345 TOTAL VOLUNTEER HOURS - AN INKIND VALUE OF 110,493 FOR PRESERVATION AND INTERPRETATION IN SLEEPING BEAR DUNES NATIONAL LAKESHORE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 2,518 FOOD - PROGRAM AND EVENT 331 CONFERENCES & SEMINARS 446 INTEREST EXPENSE 404 BANK SERVICE & PROCESSING FEE 158 INSURANCE 2,767 OFFICE SUPPLIES 741 LICENSES & PERMITS 25 DUES AND SUBSCRIPTIONS 2,552 PROGRAM SERVICES SUPPLIES 11,266 IN-KIND EQUIPMENT 121 IN-KIND SUPPLIES 924 PENALTIES 88 VOLUNTEERS/INTERN HOUSING 300 NATIONAL PARK SVS EQUIP 600 EXPLORE HISTORIC LEELANAU 84 GIFTS 36 NON-INVESTMENT DEPRECIATION 6,844 TOTAL 30,205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 2,469 3,040 FURNITURE AND FIXTURES 10,119 10,119 LESS ACCUMULATED DEPRECIATION 4,956 6,431 MACHINERY AND EQUIPMENT 52,500 52,500 LESS ACCUMULATED DEPRECIATION 33,811 39,151 LEASEHOLD IMPROVEMENTS 501 501 LESS ACCUMULATED DEPRECIATION 65 94 REIMBURSEMENT RECEIVABLE 0 360 TOTAL 26,757 20,844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRACTOR LOAN 15,011 9,681 PAYROLL LIABILITIES 2,367 2,355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSISTS IN PRESERVING AND INTERPRETING THE NATIONALLY REGISTERED OR ELIGIBLE 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, N. UNITY LOG SCHOOL, CARSTEN BURFIEND OUTBUILDING, C. OLSEN BARN, FARMSTAND, AND GARDEN RESTORATION, KATIE SHEPARD HOTEL ON NORTH MANITOU ISLAND, KELDERHOUSE ORCHARD RESTORATION, MILLER BARN WORKSHOP, THORESON FARM BARN, MILKHOUSE, AND STONEHOUSE, REMOVAL OF INVASIVE SPECIES TO RESTORE FARM FIELDS IN THE PORT ONEIDA RURAL HISTORIC DISTRICT. REPAIRS ARE ACCOMPLISHED PRIMARILY BY VOLUNTEER LABOR AND FUNDING OF MATERIALS AND EQUIPMENT AS WELL AS SPECIALIZED HIRED CONTRACTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EDUCATION AND INTERPRETATION - IN 2019 OFFERED PROGRAMS: GARDEN EDUCATION, HORSE AND WAGON, AUTO AND WALKING HISTORIC TOURS; TOUR BOOKLETS AND OTHER PUBLICATIONS; EXHIBITS THAT INFORM AND SHARE OUR HERIITAGE, THE STORIES AND HISTORY OF THE PEOPLE THAT LIVED AND SETTLED THE AREA NOW IN SLEEPING BEAR DUNES NATIONAL LAKESHORE. SERVED AS FIDUCIARY AND CO-PARTNER OF THE PORT ONEIDA CULTURAL FAIR DRAWING OVER 3,000 VISITORS. STAFFED AND OPERATED THE PORT ONEIDA FARMS HERITAGE 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
2019Detailed filing. Detailed filing data is available for this year.$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