EIN 47-2288561

South Dakota Trust Association

IRS 501(c) type
501(c)(6)
Num. employees
0
Year formed
2014
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The South Dakota Trust Association promotes, educates, and supports professionals and organizations involved in South Dakota's trust and estate planning industry. Recently, the sdta hosted a legislative social event where members discussed the industry's benefits with legislators. To emphasize their message, the sdta used an educational infographic previously prepared for this purpose.
Also known as...
South Dakota Planning Group Initiative
Total revenues
$211,504
2023
Total expenses
$237,658
2023
Total assets
$229,846
2023
Num. employees
0
2023

Program areas at South Dakota Trust Association

The sdta held a legislative social event, in which members of the sdta discussed the Trust industry and its benefits with legislators across the state. The sdta used its previously prepared educational infographic to reiterate to legislators the possibilities within the Trust industry for those in college thinking of pursuing a career in the Trust field. The sdta supported philanthropy as well, with an eye on meeting needs of those less fortunate across the state, by supporting the South Dakota community foundation. In the fall of 2023, the sdta again hosted a fall forum educational event as a way to provide continuing education to attendees on a broad range of topics. Individuals were able to attend the event in-person or virtually. The sdta continued to provide funding for scholarships through a fund with the South Dakota community foundation.

Grants made by South Dakota Trust Association

GranteeGrant descriptionAmount
South Dakota Community Foundation (SDCF)Charity$18,600

Personnel at South Dakota Trust Association

NameTitleCompensation
Amy BourneTreasurer$0
Matthew McMillenPast Treasurer$0
Angie KuiperSecretary$0
Jessica BeaversVice President$0
Mary SchaefbauerBoard Member and President$0
...and 1 more key personnel

Financials for South Dakota Trust Association

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$190,449
Investment income and dividends$2,755
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$18,300
Total revenues$211,504

Form 990s for South Dakota Trust Association

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-31990View PDF
2022-122023-07-19990View PDF
2021-122022-09-12990EZView PDF
2020-122021-08-20990EZView PDF
2019-122021-04-20990EZView PDF
...and 3 more Form 990s
Data update history
August 25, 2024
Posted financials
Added Form 990EZ for fiscal year 2021
August 24, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 20, 2023
Updated personnel
Identified 5 new personnel
August 14, 2022
Posted financials
Added Form 990EZ for fiscal year 2020
August 4, 2022
Posted financials
Added Form 990EZ for fiscal year 2019
Nonprofit Types
Trade associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 91222
Sioux Falls, SD 57109
Metro area
Sioux Falls, SD
County
Minnehaha County, SD
Website URL
sdtrustassociation.org/ 
Phone
(605) 743-0927
IRS details
EIN
47-2288561
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2014
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813910: Trade Associations
Parent/child status
Independent
Free account sign-up

Want updates when South Dakota Trust Association has new information, or want to find more organizations like South Dakota Trust Association?

Create free Cause IQ account