2025-08-25T08:27:36-05:00 2024-12-31 450250958 EIDE BAILLY LLP 345 N REID PL STE 400 SIOUX FALLS SD 571037034 990 2024-01-01 472288561 SOUTH DAKOTA TRUST ASSOCIATION INC SOUT 6057430927 PO BOX 91222 SIOUX FALLS SD 57109 AMY BOURNE TREASURER 6057430927 2025-08-11 1 1 LAURIE HANSON CPA P00851848 6053391999 2025-08-11 2024 2025-03-06 01:10:19Z MARY SCHAEFBAUER PO BOX 91222 SIOUX FALLS SD 57109 220864 0 X HTTP://SDTRUSTASSOCIATION.ORG/ X 2014 SD THE CORPORATION'S MISSION IS TO PROMOTE, EDUCATE, AND SUPPORT PROFESSIONALS AND ORGANIZATIONS INVOLVED IN SOUTH DAKOTA'S TRUST AND ESTATE PLANNING INDUSTRY. 9 9 0 50 14400 9480 0 0 190449 201262 2755 5202 18300 14400 211504 220864 23600 16000 0 0 0 0 0 0 0 214058 194502 237658 210502 -26154 10362 229846 240208 0 0 229846 240208 X THE CORPORATION'S MISSION IS TO PROMOTE, EDUCATE, AND SUPPORT PROFESSIONALS AND ORGANIZATIONS INVOLVED IN SOUTH DAKOTA'S TRUST AND ESTATE PLANNING INDUSTRY. 0 0 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 2024, 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. IN ADDITION, THE SDTA PARTNERS WITH THE UNIVERSITY OF SIOUX FALLS TO OFFER CLASSES IN TRUST ADMINISTRATION FOR COLLEGE STUDENTS AND THOSE WHO ARE NEW TO THE TRUST INDUSTRY. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 0 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 X GOLDENROD MANAGEMENT SOLUTIONS 6057430927 PO BOX 91222 SIOUX FALLS SD 57109 X MARY SCHAEFBAUER PRESIDENT 5.00 X X 0 0 0 AUSTEN ERICKSON VICE PRESIDENT 5.00 X X 0 0 0 AMY BOURNE TREASURER 5.00 X X 0 0 0 ALEX KING BOARD MEMBER 1.00 X 0 0 0 TANER DENHOED BOARD MEMBER 1.00 X 0 0 0 KARL LUND BOARD MEMBER 1.00 X 0 0 0 AMY BOZZELL BOARD MEMBER BEG 01/24 1.00 X 0 0 0 JENNIFER BUNKERS BOARD MEMBER BEG 01/24 1.00 X 0 0 0 NICOLE BYRUM BOARD MEMBER BEG 01/24 1.00 X 0 0 0 0 0 0 0 0 0 0 0 GENERAL MEMBERSHIP 525920 201262 201262 201262 5202 5202 ADVERTISING INCOME 525920 14400 14400 14400 220864 201262 14400 5202 X 16000 74820 5834 1958 380 6246 1967 FALL FORUM EXPENSES 64677 HECKERLING EVENT 31332 UBI TAXES 2634 SUBSCRIPTIONS 667 3987 210502 229846 240208 229846 240208 0 0 X 0 0 0 0 229846 240208 229846 240208 229846 240208 10362 0 X 0 0 0 0 1 0 1 SOUTH DAKOTA COMMUNITY FOUNDATION 2310 PATRON PARKWAY PIERRE SD SD 57501 460398115 501(C)(3) 16000 0 CHARITY 1 PART I, LINE 2: THE SOUTH DAKOTA COMMUNITY FOUNDATION MONITORS THE USE OF THE AWARDS THROUGH ITS POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS THE FOLLOWING THE COMMITTEES: PHILANTHROPY, LEGISLATIVE, EDUCATION, MARKETING, WEBSITE AND THE FALL FORUM. ANY COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD OF DIRECTORS, WILL HAVE AND MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, AND MAY AUTHORIZE THE SEAL OF THE CORPORATION TO BE AFFIXED TO ALL PAPERS WHICH MAY REQUIRE IT; BUT NO COMMITTEE WILL HAVE THE POWER OR AUTHORITY IN REFERENCE TO AMENDING THE ARTICLES OF INCORPORATION, ADOPTING AN AGREEMENT OF MERGER OR CONSOLIDATION, APPROVING THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S PROPERTY AND ASSETS, APPROVING DISSOLUTION OF THE CORPORATION OR A REVOCATION OF DISSOLUTION, OR AMENDING THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS TWO CLASSES OF MEMBERSHIP, ONE VOTING AND ONE NONVOTING. VOTING MEMBERS WILL BE DETERMINED BY THE BOARD. INITIAL VOTING MEMBERS SHALL BE THE ORGANIZING MEMBERS. NON-VOTING MEMBERSHIP IS OPEN TO ALL ESTATE PLANNING PROFESSIONALS OR ORGANIZATIONS IN SOUTH DAKOTA WHO HAVE PAID THEIR ANNUAL MEMBERSHIP FEES, IF REQUIRED, UNLESS OTHERWISE DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A NON-VOTING CLASS MEMBERS HAVE LIMITED RIGHTS TO VOTE ON MATTERS AFFECTING THE CORPORATION. MEMBERS MAY ONLY VOTE ON MATTERS REFERRED TO A VOTE OF THE MEMBERS BY THE BOARD OF DIRECTORS. MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED AT A MONTHLY BOARD MEETING, ONCE COMPLETED AND BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 ALL THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G LOBBYIST CONTRACT EXPENSE 21,280. PROFESSIONAL FEES 25,307. CONTRACT LABOR 28,233.