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← CALIFORNIA SOCIETY OF THE SONS OF THE AMERICAN REVELOUTION

Form 990 for tax year 2023

Filed by CALIFORNIA SOCIETY OF THE SONS OF THE AMERICAN REVELOUTION.

Totals

Total revenue
$106,398
Total expenses
$133,559
Contributions and grants received
$81,636
Grants paid
$38,550
Program service revenue
$253
Investment income
$24,509
Other revenue
$0
Total assets, end of year
$547,613
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$547,613
Program services expenses (Part IX)
$95,531
Management and general expenses
$38,028
Fundraising expenses
$0
Program service expenses (Part III)
$95,531

Program services were 71.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $70,914

  • 1f · All other contributions, gifts and grants

    $10,722

  • 2a · Program service revenue: SALE OF MEDAL SETS

    total $253 · related or exempt $253

  • 3 · Investment income

    total $24,509 · excluded $24,509

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,000 · program services $30,000

  • 2 · Grants to domestic individuals

    total $8,550 · program services $8,550

  • 11c · Fees: accounting

    total $2,506 · management and general $2,506

  • 11f · Fees: investment management

    total $5,349 · management and general $5,349

  • 12 · Advertising and promotion

    total $500 · management and general $500

  • 13 · Office expenses

    total $29,792 · program services $751 · management and general $29,041

  • 17 · Travel

    total $3,300 · program services $3,300

  • 21 · Payments to affiliates

    total $52,930 · program services $52,930

  • 23 · Insurance

    total $632 · management and general $632

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $47,402 · end of year $27,875

  • 2 · Savings and temporary cash investments

    beginning of year $11,506 · end of year $11,506

  • 12 · Investments: other securities

    beginning of year $480,078 · end of year $508,232

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,093 · end of year $1,093

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $273,400 · end of year $273,400

  • 31 · Retained earnings, endowment or other funds

    beginning of year $264,493 · end of year $273,120

Mission and programs · 2023

Mission

THE SONS OF THE AMERICAN REVOLUTION ARE DIRECT DESCENDANTS OF THOSE PATRIOTS THAT ACHEIVED THE INDEPENDENCE OF THE AMERICAN PEOPLE. THE OBJECTIVES OF OUR ORGANIZATION ARE INTENDED TO PERPETUATE A MORE PROFOUND REVERENCE FOR THE PRINCIPLES OF THE GOVERNMENT FOUNDED BY OUR FOREFATHERS.

  • MEMBERSHIP DUES COLLECTED BY THE STATE SOCIETY SAR FOR THE NATIONAL SOCIETY SAR AND THE STATE CHAPTERS.

    Expenses $52,930 · Revenue $253

  • DONATION TO THE SAR FOUNDATION, INC. FOR THE SAR EDUCATION CENTER AND MUSEUM, AS THE FIRST INSTALLMENT OF A 4-YEAR PLEDGE OF $100,000.

    Expenses $25,000 · Grants $25,000

  • PAYMENT FROM THE STATE SOCIETY SAR TO FREEDOMS FOUNDATION FOR TRAVEL EXPENSE AND TUITION OF SELECTED AMERICAN HISTORY TEACHERS TO ATTEND THE SUMMER GRADUATE TEACHER WORKSHOP RELATED TO THE AMERICAN REVOLUTION PRESENTED BY THE FREEDOMS FOUNDATION AT VALLEY FORGE, PA.

    Expenses $4,300 · Grants $1,000

  • OUTSTANDING SEA CADET AWARD.OUTSTANDING JROTC CADET AWARD.HIGH SCHOOL ESSAY CONTEST WINNER.HIGH SCHOOL ORATION CONTEST WINNER.OUTSTANDING EAGLE SCOUT AWARD.BROCHURE CONTEST WINNER.POSTER CONTEST WINNERS.RICHARD F. LOCKE AWARD FOR STATE SOCIETY SAR CHAPTERS WITH THE HIGHEST GROWTH IN MEMBERSHIP.

    Expenses $8,301 · Grants $7,550

  • GRANTS TO THE NATIONAL SOCIETY SAR, STATE SOCIETY CAR, AND OTHER LOCAL SAR CHAPTERS.

    Expenses $5,000 · Grants $5,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kevin Bidenkap

    TREASURER

    Total calculated
    $0
    Hours/week
    15

  • Matthew Bowdish

    SURGEON

    Total calculated
    $0
    Hours/week
    5

  • Terry Briggs

    REGISTRAR (FROM 04/15/23)

    Total calculated
    $0
    Hours/week
    15

  • Scott Brooks

    HISTORIAN (FROM 04/15/23)

    Total calculated
    $0
    Hours/week
    5

  • Christopher Cerillo

    SECRETARY (FROM 04/15/23)

    Total calculated
    $0
    Hours/week
    15

  • Harinder Dhindsa

    VP NORTH (FROM 04/15/23)

    Total calculated
    $0
    Hours/week
    10

  • John Dodd

    INVESTMENT FUND TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Rev Scott Elliot

    CHAPLAIN (FROM 04/15/23)

    Total calculated
    $0
    Hours/week
    10

  • John Ferris

    VP SOUTH

    Total calculated
    $0
    Hours/week
    10

  • M Kent Gregory

    INVESTMENT FUND TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Michael Hirman

    CHANCELLOR (FROM 04/15/23)

    Total calculated
    $0
    Hours/week
    5

  • James Klingler

    PRESIDENT

    Total calculated
    $0
    Hours/week
    20

  • Donald B Littlefield

    EXECUTIVE VP (FROM 04/15/23)

    Total calculated
    $0
    Hours/week
    15

  • David Morrow

    GENEALOGIST (FROM 04/15/23)

    Total calculated
    $0
    Hours/week
    10

  • Stephen Renouf

    INVESTMENT FUND TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Scott Whitman

    VP MEMBERSHIP

    Total calculated
    $0
    Hours/week
    10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2024
IRS schema version
2023v5.0
Source object
202421359349309717

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