2024-02-15T17:36:10-06:00 2023-03-31 741130599 PATTILLO BROWN & HILL LLP 5310 HOMESTEAD RD NE STE 100B ALBUQUERQUE NM 87110 990 2022-04-01 237282767 NATIONAL SPELEOLOGICAL FOUNDATION NATI 2152574588 1008 WEST SCHWENK MILL ROAD PERKASIE PA 18944 DOUGLAS SOROKA PRESIDENT 2152574588 2024-02-15 1 DOUGLAS SOROKA XXX-XX-XXXX 1 MICHELLE DUNLAP P01219593 5052665904 2024-02-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUGLAS SOROKA 1008 WEST SCHWENK MILL ROAD PERKASIE PA 18944 2087133 0 X SPELEOFOUNDATION.ORG X 1964 DC SUPPORT ACTIVITIES INVOLVING CONSERVATION, EXPLORATION, AND STUDY OF CAVES 9 9 0 25 0 0 56997 1047010 0 0 295777 236982 0 0 352774 1283992 3600 0 0 0 0 0 0 0 0 13384 105803 16984 105803 335790 1178189 6209420 6778680 5396017 5038160 813403 1740520 SUPPORT ACTIVITIES INVOLVING CONSERVATION, EXPLORATION, AND STUDY OF CAVES. 0 0 65989 GRANTS AND DIRECT PROGRAM EXPENSES FOR ACTIVITIES RELATED TO CONSERVATION, EXPLORATION, AND STUDY OF CAVES. 65989 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 DC X X THE ORGANIZATION 2152574588 1008 WEST SCHWENK MILL ROAD PERKASIE PA 18944 X X DOUGLAS SOROKA PRESIDENT 2.00 X X 0 0 0 DAVID LESTER VICE PRESIDENT 1.00 X X 0 0 0 JOHN SCHELTENS SECRETARY 1.00 X X 0 0 0 DR LOUISE HOSE TREASURER 1.00 X X 0 0 0 DAVID TAYLOR TRUSTEE 1.00 X 0 0 0 KATHRYN BACH TRUSTEE 1.00 X 0 0 0 KATHLEEN GRAHAM TRUSTEE 1.00 X 0 0 0 DEAN SNYDER TRUSTEE 1.00 X 0 0 0 GAYLENE SPEAECT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1047010 1047010 216277 216277 823846 803141 20705 20705 20705 1283992 0 0 236982 7012 7012 32802 32802 65989 65989 105803 65989 39814 0 69195 54042 798 6276 6139427 6718362 6209420 6778680 5396017 5038160 5396017 5038160 X 269012 1155069 544391 585451 813403 1740520 6209420 6778680 1178189 -251072 0 X X 0 1 X 1 0 X X 1 NAT'L SPELEOLOGICAL SOCIETY 546026867 10 1 65989 0 1 65989 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 1 SCHEDULE A, PAGE 5, SECTION E, LINE 2A THE SUPPORTED ORGANIZATION IS THE NATIONAL SPELEOLOGICAL SOCIETY ("NSS"). THE ORGANIZATION HAS CUSTODY OF FUNDS OF THE NSS UNDER A SERIES OF CONTRACTS WITH THE NSS, THEREBY SAVING THE NSS INVESTMENT MANAGEMENT FEES AND PROVIDING AN ADDITIONAL GUARANTEE THAT FUNDS ARE USED FOR THE RESTRICTED PURPOSE(S) FOR WHICH THEY ARE INTENDED. THE FUNDS OF THE NSS INCLUDE FUNDS OF SUBDIVISIONS AND/OR AFFILIATES OF THE NSS THAT ARE DEVOTED TO A PARTICULAR PURPOSE(S) OF THE NSS. THE ORGANIZATION ALSO MAKES GRANTS TO THE NSS AND OTHERS TO FURTHER THE NSS'S PURPOSE(S). THE ORGANIZATION ADMINISTERS DONOR-RESTRICTED FUNDS THAT BENEFIT THE NSS AND ITS PURPOSE(S). THE ORGANIZATION PERFORMS FUNDRAISING TO BENEFIT THE NSS. THE ORGANIZATION PROVIDES AND/OR HAS PROVIDED THE NSS WITH OTHER FINANCIAL ASSISTANCE, INCLUDING BOTH DIRECT LOANS AND COLLATERAL TO SUPPORT THE NSS'S COMMERCIAL BORROWING. THE ORGANIZATION PROVIDES THE NSS WITH FINANCIAL ADVICE. SUCH ACTIVITIES CONSTITUTE SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES. SCHEDULE A, PAGE 5, SECTION E, LINE 2B THE SUPPORTED ORGANIZATION IS THE NATIONAL SPELEOLOGICAL SOCIETY ("NSS"). WITHOUT THE ORGANIZATION'S SUPPORT, THE NSS WOULD HAVE PAID SIGNIFICANT COMMISSIONS AND/OR INVESTMENT MANAGEMENT FEES. WITHOUT THE ORGANIZATION'S SUPPORT, THE NSS MAY HAVE BEEN TEMPTED TO USE RESTRICTED FUNDS FOR OTHER PURPOSES. WITHOUT THE ORGANIZATION'S SUPPORT, THE NSS WOULD NOT HAVE HAD SUCCESS CREATING A PERMANENT ENDOWMENT FUND. WITHOUT THE ORGANIZATION'S SUPPORT, THE NSS COULD NOT HAVE AFFORDED TO OPERATE AND FULFILL ITS PURPOSE(S) TO THE EXTENT IT HAS. SCHEDULE A, PART IV, SECTION D, LINE 2 THE SUPPORTED ORGANIZATION IS THE NATIONAL SPELEOLOGICAL SOCIETY ("NSS"). ALL DIRECTORS AND OFFICERS OF THE ORGANIZATION ARE MEMBERS OF THE NSS. NEARLY ALL DIRECTORS AND OFFICERS OF THE ORGANIZATION ATTENDED THE NSS'S ANNUAL CONVENTION. THE ORGANIZATION'S BOARD AND THE NSS'S BOARD MEET IN CONJUNCTION WITH ONE ANOTHER, AND DIRECTORS AND OFFICERS OF THE ORGANIZATION AND THE NSS ATTEND EACH OTHER'S MEETINGS. DIRECTORS AND OFFICERS OF THE ORGANIZATION SERVE AND HAVE SERVED ON THE NSS BOARD'S COMMITTEES, INCLUDING THE FUNDRAISING AND NOMINATING/ELECTION COMMITTEES. THIS RELATIONSHIP HAS BEEN IN PLACE SINCE 1964. DIRECTORS AND OFFICERS OF THE ORGANIZATION CAN BE FORMER DIRECTORS AND OFFICERS OF THE NSS. DIRECTORS AND OFFICERS OF THE ORGANIZATION ASSIST THE NSS WITH FUNDRAISING FOR THE NSS AND VICE-VERSA. DIRECTORS AND OFFICERS OF THE ORGANIZATION AND THE NSS REGULARLY CONSULT WITH ONE ANOTHER REGARDING FINANCIAL MATTERS, GRANTS, FUNDRAISING AND POLICY. THE ORGANIZATION PROVIDES QUARTERLY WRITTEN REPORTS TO THE NSS. THE ORGANIZATION PUBLISHES ARTICLES ABOUT ITS RELATIONSHIP WITH THE NSS IN THE NSS'S MEMBERSHIP MAGAZINE. 0 1 X 0 MUTUAL FUNDS 6718362 F 6718362 1032920 -251072 -251072 1283992 0 1283992 105803 0 105803 0 105803 PART IV, LINE 2B: THE ORGANIZATION HAS CUSTODY OF CERTAIN RESTRICTED AND UNRESTRICTED FUNDS OF ITS SUPPORTED ORGANIZATION (THE NATIONAL SPELEOLOGICAL SOCIETY, "NSS") AND SOME OF ITS SUBDIVISIONS AND/OR AFFILIATES. THE ORGANIZATION ADMINISTERS THESE FUNDS THROUGH CONTRACTS THAT RESTRICT THEIR INVESTMENT AND USE. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY ALL BOARD MEMBERS FORM 990, PART VI, SECTION B, LINE 12C WRITTEN AND SIGNED ANNUAL DISCLOSURE UPDATES BY BOARD OF DIRECTORS. DISCLOSURES ARE READ AND VOTED ON BY ALL TRUSTEES, INDIVIDUALS ABSTAIN FROM VOTING ON THEIR OWN DISCLOSURES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST BY THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19: UPON REQUEST BY THE PUBLIC FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC: C/O - DOUGLAS SOROKA 1008 WEST SCHWENK MILL ROAD, PERKASIE, PA, 18944 FORM 990, PART XII, LINE 2C KATHRYN BACH AND DEAN SNYDER, TRUSTEES HAVE BEEN APPOINTED TO OVERSEE THE AUDIT.