Civic Intelligence

National Society of the Daughters of the American Revolution

990 • Fiscal year 2018 • EIN 61-6033522

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 21, 2019

3209 Laurel Oak CourtEdgewood, KY 41017-3322

(859) 322-2109

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

63rd percentile

9.4%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

5.7%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$965,620

Up $29,601 (+3.2%) from 2017

Net Assets

Up

$965,620

Up $29,601 (+3.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$315,908

Up $17,004 (+5.7%) from 2017

Expenses

Up

$286,307

Up $55,106 (+24%) from 2017

Net Income

Down

$29,601

Down $38,102 (-56%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $358,960Liabilities 2013: $0Net Assets 2013: $358,9602013Assets 2014: $369,926Liabilities 2014: $0Net Assets 2014: $369,9262014Assets 2015: $822,795Liabilities 2015: $0Net Assets 2015: $822,7952015Assets 2016: $868,316Liabilities 2016: $0Net Assets 2016: $868,3162016Assets 2017: $936,019Liabilities 2017: $0Net Assets 2017: $936,0192017Assets 2018: $965,620Liabilities 2018: $0Net Assets 2018: $965,6202018Assets 2019: $1,095,145Liabilities 2019: $0Net Assets 2019: $1,095,1452019Assets 2020: $1,100,979Liabilities 2020: $0Net Assets 2020: $1,100,9792020Assets 2021: $1,200,713Liabilities 2021: $0Net Assets 2021: $1,200,7132021Assets 2022: $1,273,249Liabilities 2022: $0Net Assets 2022: $1,273,2492022Assets 2023: $1,274,683Liabilities 2023: $0Net Assets 2023: $1,274,6832023Assets 2024: $1,323,879Liabilities 2024: $0Net Assets 2024: $1,323,8792024

Highlighted filing

2018

Assets$965,620
Liabilities$0
Net Assets$965,620

Operations Trend

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

$600K$400K$200K$0Revenue 2013: $162,805Expenses 2013: $145,367Net Income 2013: $17,4382013Revenue 2014: $183,281Expenses 2014: $172,315Net Income 2014: $10,9662014Revenue 2015: $286,204Expenses 2015: $215,346Net Income 2015: $70,8582015Revenue 2016: $253,905Expenses 2016: $208,385Net Income 2016: $45,5202016Revenue 2017: $298,904Expenses 2017: $231,201Net Income 2017: $67,7032017Revenue 2018: $315,908Expenses 2018: $286,307Net Income 2018: $29,6012018Revenue 2019: $421,443Expenses 2019: $291,918Net Income 2019: $129,5252019Revenue 2020: $199,090Expenses 2020: $193,256Net Income 2020: $5,8342020Revenue 2021: $235,245Expenses 2021: $135,511Net Income 2021: $99,7342021Revenue 2022: $426,972Expenses 2022: $355,329Net Income 2022: $71,6432022Revenue 2023: $303,956Expenses 2023: $302,522Net Income 2023: $1,4342023Revenue 2024: $288,440Expenses 2024: $239,244Net Income 2024: $49,1962024

Highlighted filing

2018

Revenue$315,908
Expenses$286,307
Net Income$29,601
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 21, 2019
Return Version
2018v3.1
Gross Receipts
$338,957
Mission and Program Overview

Mission

The exempt purpose is to organize, arrange, sponsor, and promote activities of all description of the furtherance of patriotism, education, and historical awareness of the united states of america, to perpetuate the memory and spirit of the men and women who achieved american independence, and to arrange and promote social and fraternal gatherings and activities of all types for the members and the public and to conduct any business activities necessary, including buying, selling, leasing, and encumbering real and personal property of all descriptions consistent with the act of incorporation and by-laws of the national society of the daughters of the american revolution.

The exempt purpose is to organize, arrange, sponsor, and promote activities of all description of the furtherance of patriotism, education, and historical awareness of the united states of america, to perpetuate the memory and spirit of the men and women who achieved american independence, and to arrange and promote social and fraternal gatherings and activities of all types for the members and the public and to conduct any business activities necessary, including buying, selling, leasing, and encumbering real and personal property of all descriptions not consistent with the act of incorporation and by-laws of the national society of the daughters of the american revolution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$765,694$782,140▲ $16,446
Cash and Non-Interest-Bearing Accounts$93,745$108,400▲ $14,655
Land, Buildings, and Equipment, Net$76,580$75,080▼ $1,500
Total Assets$936,019$965,620▲ $29,601
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$538,519$555,541▲ $17,022
Unrestricted Net Assets$397,500$410,079▲ $12,579
Total Net Assets Fund Balance$936,019$965,620▲ $29,601
Total Liabilities and Net Assets / Fund Balance$936,019$965,620▲ $29,601

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$51,865$23,204$75,069
Other Land Buildings$12,077$39,034$51,111
Equipment$9,190$12,687$21,877
Leasehold Improvements$1,948$552$2,500
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julia HoodChaplain
Claudia GreenwoodCOR. Secretary
Linda ConradCurator
Sally WhittingtonHistorian
Cindy CodellLibrarian
Laura JonesOrg. Secretary
Pam OsborneRecording Sec
Ann PenningtonRegistrar
Leslie R MillerState Regent
Michaela MckelwayTreasurer
Carol D RogowVice-regent
Revenue and Support

Revenue Composition

Contributions and Grants
$136,858
Program Service Revenue
$117,440
Investment Income
$38,073
Other Revenue
$23,537
All Other Contributions
$136,858
Change in Net Assets
$29,601

Audited Revenue Reconciliation

Revenue per Audited Statements
$338,957
Revenue Not Reported on Financial Statements
$-23,049
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-23,049
Total Revenue per Audited Statements
$338,957
Total Revenue per Form 990
$315,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$268,491
Salaries, Compensation, and Employee Benefits$16,294
Grants and Similar Amounts Paid$1,522
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$27,858$47,178-$75,036
Conferences and Meetings$33,490$26,061-$59,551
Other Salaries and Wages$16,294--$16,294
Insurance$9,739$1,205-$10,944
Fees for Services Accounting-$8,950-$8,950
Office Expenses$7,386$247-$7,633
Depreciation Depletion$7,584--$7,584
Travel-$3,000-$3,000
Advertising$414$2,520-$2,934
Grants to Domestic Orgs$1,522--$1,522
Information Technology$1,477--$1,477
Other Expenses$40$3,352-$40
All Other Expenses-$15-$15
Total Functional Expenses$193,779$92,528$0$286,307

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$309,356
Expenses per Audited Statements$286,307
Total Expenses per Form 990$286,307
Expenses Not Reported on Form 990$23,049
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,126
Fundraising Direct Expenses$12,300
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Symposium$10,005$10,005$5,454$4,551
Wreath Sales$7,672$7,672$5,194$2,478
Total Events$30,126$30,126$12,300$17,826
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

Ksdar meets twice a year with all members of ksdar, fall board and state convention. At these meetings the budget, board members, credentials, financials are all approved, etc., by those delegates allowed to vote from each chapter.

Form 990, Part VI, Section A, Line 6

We have members - we are a lineage group - and have to be accepted as a member of the dar by the national association after a geneological review.

Form 990, Part VI, Section A, Line 7A

Delegates from each chapter (nominated and approved by each chapter) attend state conference once a year and if it's the year to approve the slate of new officers - they vote on these new offices.

Form 990, Part VI, Section A, Line 7B

The state regent is respsonible for choosing specific projects to focus on throughout her term. Voting memebers will vote in favor or not in favor of the projects presented. Voting members will also vote on proposed changes to bylaws, increasing dues, etc.

Form 990, Part VI, Section B, Line 11B

The return is reviewed by the state regent and treasurer prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

The state regent reviews the conflict of interest policy at least once a year with the governing body.

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 by request.

Filing and Contact Details

Filer

Filer Name
Kentucky Society Daughters of
EIN
61-6033522
Phone
8593222109
Address
3209 LAUREL OAK COURT, EDGEWOOD, KY 41017-3322

Signing Officer

Name
Robin Menefee
Title
State Treasurer
Phone
8593222109
Signed
2019-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Menefee
Formed
1977
Legal Domicile
Ky
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
80

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
462 S FOURTH ST SUITE 2600, LOUISVILLE, KY 40202-3445
Preparer
Rebecca L Phillips CPA
Phone
5027491900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Our administrations run 3 years - then the governing body changes members. The present administration is the "miller administration and runs from july 2016 - july 2019.

Financial Statement Notes

PART III, LINE 4:

The collection includes various antiques, historic items, and library of historic genealogical books. These assets are necessary to help carry out the mission of the organization.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising expenses -12,300. Cost of goods sold -10,749.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 12,300. Cost of goods sold 10,749.

Raw XML AppendixShowing 400 of 509 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE EXEMPT PURPOSE IS TO ORGANIZE, ARRANGE, SPONSOR, AND PROMOTE ACTIVITIES OF ALL DESCRIPTION OF THE FURTHERANCE OF PATRIOTISM, EDUCATION, AND HISTORICAL AWARENESS OF THE UNITED STATES OF AMERICA, TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE, AND TO ARRANGE AND PROMOTE SOCIAL AND FRATERNAL GATHERINGS AND ACTIVITIES OF ALL TYPES FOR THE MEMBERS AND THE PUBLIC AND TO CONDUCT ANY BUSINESS ACTIVITIES NECESSARY, INCLUDING BUYING, SELLING, LEASING, AND ENCUMBERING REAL AND PERSONAL PROPERTY OF ALL DESCRIPTIONS NOT CONSISTENT WITH THE ACT OF INCORPORATION AND BY-LAWS OF THE NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02520
IRS990/AdvertisingGrp/ProgramServicesAmt0414
IRS990/AdvertisingGrp/TotalAmt02934
IRS990/AllOtherContributionsAmt0136858
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015
IRS990/AllOtherExpensesGrp/TotalAmt015
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0ROBIN MENEFEE
IRS990/BooksInCareOfDetail/PhoneNum08593222109
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03209 LAUREL OAK COURT
IRS990/BooksInCareOfDetail/USAddress/CityNm0EDGEWOOD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0410173322
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt093745
IRS990/CashNonInterestBearingGrp/EOYAmt0108400
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt026061
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt033490
IRS990/ConferencesMeetingsGrp/TotalAmt059551
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt010749
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0136858
IRS990/CYGrantsAndSimilarPaidAmt01522
IRS990/CYInvestmentIncomeAmt038073
IRS990/CYOtherExpensesAmt0268491
IRS990/CYOtherRevenueAmt023537
IRS990/CYProgramServiceRevenueAmt0117440
IRS990/CYRevenuesLessExpensesAmt029601
IRS990/CYSalariesCompEmpBnftPaidAmt016294
IRS990/CYTotalExpensesAmt0286307
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0315908
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07584
IRS990/DepreciationDepletionGrp/TotalAmt07584
IRS990/Desc0KSDAR PROGRAMS SUPPORT VA CENTERS, SCHOLARSHIPS, HINDMAN SETTLEMENT SCHOOL, AND INCLUDES SUPPORT OF NATIONAL PROJECTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0110125
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08950
IRS990/FeesForServicesAccountingGrp/TotalAmt08950
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
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/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/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/PersonNm0LESLIE R MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROL D ROGOW
IRS990/Form990PartVIISectionAGrp/PersonNm2CLAUDIA GREENWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm3LAURA JONES
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAELA MCKELWAY
IRS990/Form990PartVIISectionAGrp/PersonNm5JULIA HOOD
IRS990/Form990PartVIISectionAGrp/PersonNm6PAM OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm7ANN PENNINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm8SALLY WHITTINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm9CINDY CODELL
IRS990/Form990PartVIISectionAGrp/PersonNm10LINDA CONRAD
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/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/TitleTxt0STATE REGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-REGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2COR. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3ORG. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAPLAIN
IRS990/Form990PartVIISectionAGrp/TitleTxt6RECORDING SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt7REGISTRAR
IRS990/Form990PartVIISectionAGrp/TitleTxt8HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9LIBRARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10CURATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt012300
IRS990/FundraisingGrossIncomeAmt030126
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01522
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01522
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01522
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0338957
IRS990/GrossSalesOfInventoryAmt016460
IRS990/GroupExemptionNum01050
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01477
IRS990/InformationTechnologyGrp/TotalAmt01477
IRS990/InsuranceGrp/ManagementAndGeneralAmt01205
IRS990/InsuranceGrp/ProgramServicesAmt09739
IRS990/InsuranceGrp/TotalAmt010944
IRS990/InvestmentIncomeGrp/ExclusionAmt038073
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038073
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt075477
IRS990/LandBldgEquipBasisNetGrp/BOYAmt076580
IRS990/LandBldgEquipBasisNetGrp/EOYAmt075080
IRS990/LandBldgEquipCostOrOtherBssAmt0150557
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE EXEMPT PURPOSE IS TO ORGANIZE, ARRANGE, SPONSOR, AND PROMOTE ACTIVITIES OF ALL DESCRIPTION OF THE FURTHERANCE OF PATRIOTISM, EDUCATION, AND HISTORICAL AWARENESS OF THE UNITED STATES OF AMERICA, TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE, AND TO ARRANGE AND PROMOTE SOCIAL AND FRATERNAL GATHERINGS AND ACTIVITIES OF ALL TYPES FOR THE MEMBERS AND THE PUBLIC AND TO CONDUCT ANY BUSINESS ACTIVITIES NECESSARY, INCLUDING BUYING, SELLING, LEASING, AND ENCUMBERING REAL AND PERSONAL PROPERTY OF ALL DESCRIPTIONS NOT CONSISTENT WITH THE ACT OF INCORPORATION AND BY-LAWS OF THE NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0936019
IRS990/NetAssetsOrFundBalancesEOYAmt0965620
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt017826
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt017826
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05711
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt05711
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt047178
IRS990/OccupancyGrp/ProgramServicesAmt027858
IRS990/OccupancyGrp/TotalAmt075036
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0247
IRS990/OfficeExpensesGrp/ProgramServicesAmt07386
IRS990/OfficeExpensesGrp/TotalAmt07633
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2CLEANING AND MAINTENANC
IRS990/OtherExpensesGrp/Desc3MEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03352
IRS990/OtherExpensesGrp/ProgramServicesAmt073871
IRS990/OtherExpensesGrp/ProgramServicesAmt19000
IRS990/OtherExpensesGrp/ProgramServicesAmt25104
IRS990/OtherExpensesGrp/ProgramServicesAmt340
IRS990/OtherExpensesGrp/TotalAmt073871
IRS990/OtherExpensesGrp/TotalAmt112352
IRS990/OtherExpensesGrp/TotalAmt25104
IRS990/OtherExpensesGrp/TotalAmt340
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016294
IRS990/OtherSalariesAndWagesGrp/TotalAmt016294
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBIN MENEFEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTION REGISTRATIO
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt067753
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt149687
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt067753
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt149687
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTENANCE OF DUNCAN TAVERN HISTORIC CENTER BUILT IN THE EARLY 1790S. DUNCAN TAVERN IS NOW THE STATE HEADQUARTERS AND HOUSES A COLLECTION OF ARTIFACTS AND ANTIQUES THAT TELL THE STORY OF KENTUCKY'S HISTORY FROM THE LATE EIGHTEENTH CENTURY UNTIL THE HISTORIC PRESERVATION EFFORTS SINCE 1940. IT IS OPEN TO VISITORS FOR TOURS AND CONTAINS THE JOHN FOX, JR. GENEALOGICAL LIBRARY. THE LIBRARY ASSISTS WITH THE DOCUMENTATION OF REVOLUTIONARY WAR ANCESTORS AND CONTAINS RESOURCES UNIQUE TO VARIOUS KENTUCKY COUNTIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt083654
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05711
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0134325
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01706
IRS990/PYInvestmentIncomeAmt032025
IRS990/PYOtherExpensesAmt0217145
IRS990/PYOtherRevenueAmt023508
IRS990/PYProgramServiceRevenueAmt0109046
IRS990/PYRevenuesLessExpensesAmt067703
IRS990/PYSalariesCompEmpBnftPaidAmt012350
IRS990/PYTotalExpensesAmt0231201
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0298904
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt029601
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0117440
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0765694
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0782140
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0136858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0134325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0376022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt038073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014955
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0559
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0109917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0133900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0165484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0200184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0210982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0166692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0877242
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt038073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014955
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0559
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0109917
IRS990ScheduleA/InvestmentIncomeCYPct00.07810
IRS990ScheduleA/InvestmentIncomePYPct00.05590
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt044452
IRS990ScheduleA/OtherIncome509Grp/TotalAmt044452
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89030
IRS990ScheduleA/PublicSupportPY509Pct00.90960
IRS990ScheduleA/PublicSupportTotal509Amt01253264
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0270758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0299809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0217557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0243273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0221867
IRS990ScheduleA/Total509Grp/TotalAmt01253264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0308831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0331835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0232512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0312029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0222426
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01407633
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt051865
IRS990ScheduleD/BuildingsGrp/DepreciationAmt023204
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt075069
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt09190
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012687
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021877
IRS990ScheduleD/ExpensesNotReportedAmt023049
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0286307
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01948
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0552
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02500
IRS990ScheduleD/OtherExpensesIncludedAmt023049
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012077
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039034
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt051111
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-23049
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-23049
IRS990ScheduleD/RevenueSubtotalAmt0338957
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COLLECTION INCLUDES VARIOUS ANTIQUES, HISTORIC ITEMS, AND LIBRARY OF HISTORIC GENEALOGICAL BOOKS. THESE ASSETS ARE NECESSARY TO HELP CARRY OUT THE MISSION OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES -12,300. COST OF GOODS SOLD -10,749.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 12,300. COST OF GOODS SOLD 10,749.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt075080
IRS990ScheduleD/TotalExpensesPerForm990Amt0286307
IRS990ScheduleD/TotalRevenuePerForm990Amt0315908
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0338957
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0309356
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WREATH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SYMPOSIUM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030126
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017826
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01652
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05194
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05454
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KSDAR MEETS TWICE A YEAR WITH ALL MEMBERS OF KSDAR, FALL BOARD AND STATE CONVENTION. AT THESE MEETINGS THE BUDGET, BOARD MEMBERS, CREDENTIALS, FINANCIALS ARE ALL APPROVED, ETC., BY THOSE DELEGATES ALLOWED TO VOTE FROM EACH CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE HAVE MEMBERS - WE ARE A LINEAGE GROUP - AND HAVE TO BE ACCEPTED AS A MEMBER OF THE DAR BY THE NATIONAL ASSOCIATION AFTER A GENEOLOGICAL REVIEW.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.29$0.24$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.30$0.30$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.43$0.36$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.24$0.14$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.20$0.19$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.42$0.29$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.32$0.29$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.30$0.23$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.25$0.21$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.29$0.22$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.18$0.17$0.01
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.16$0.15$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $500k-$1M nonprofits