Nonprofit · EIN 47-2288561
SOUTH DAKOTA PLANNING GROUP INITIATIVE
Tax-exempt · SIOUX FALLS, SD 57109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $220,864 | $210,502 | $10,362 | $240,208 | $0 | $240,208 |
| December 31, 2023 | 990 | $211,504 | $237,658 | -$26,154 | $229,846 | $0 | $229,846 |
| December 31, 2021 | 990-EZ | $181,294 | $117,943 | $63,351 | $216,405 | $0 | $216,405 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $201,262
- Investment income
- $5,202
- Other revenue
- $14,400
Expenses
- Grants and similar amounts paid
- $16,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $6,246
Balance sheet and other
- Total assets, start of year
- $229,846
- Total assets, end of year
- $240,208
- Total liabilities, end of year
- $0
- Net assets, end of year
- $240,208
- Gross unrelated business income
- $14,400
- Gross receipts
- $220,864
- Employees
- 0
- Volunteers
- 50
- Year formed
- 2014
- State of legal domicile
- SD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY SCHAEFBAUER | PRESIDENT Trustee or director, Officer | 5 | $0 |
| AUSTEN ERICKSON | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| AMY BOURNE | TREASURER Trustee or director, Officer | 5 | $0 |
| ALEX KING | BOARD MEMBER Trustee or director | 1 | $0 |
| TANER DENHOED | BOARD MEMBER Trustee or director | 1 | $0 |
| KARL LUND | BOARD MEMBER Trustee or director | 1 | $0 |
| AMY BOZZELL | BOARD MEMBER BEG 01/24 Trustee or director | 1 | $0 |
| JENNIFER BUNKERS | BOARD MEMBER BEG 01/24 Trustee or director | 1 | $0 |
| NICOLE BYRUM | BOARD MEMBER BEG 01/24 Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY SCHAEFBAUER | PRESIDENT Trustee or director, Officer | 5 | $0 |
| ANTONY JOFFE | PAST PRESIDENT Trustee or director | 1 | $0 |
| BETH JERDONEK | VICE PRESIDENT (UNTIL 07/23) Trustee or director, Officer | 5 | $0 |
| AMY BOURNE | TREASURER Trustee or director, Officer | 5 | $0 |
| ANGIE KUIPER | SECRETARY Officer | 5 | $0 |
| PATRICK GOETZINGER | BOARD MEMBER Trustee or director | 1 | $0 |
| MATT TOBIN | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEX KING | BOARD MEMBER Trustee or director | 1 | $0 |
| JOEL BLACK | BOARD MEMBER (UNTIL 10/23) Trustee or director | 1 | $0 |
| AUSTEN ERICKSON | DIRECTOR Trustee or director | 1 | $0 |
| TANER DENHOED | BOARD MEMBER Trustee or director | 1 | $0 |
| KARL LUND | BOARD MEMBER (BEG 10/23) Trustee or director | 1 | $0 |
990-EZ for the year ended December 31, 2021: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGIE KUIPER | SECRETARY | 5 | $0 |
| JOEL BLACK | BOARD MEMBER | 1 | $0 |
| ABBIE EVERIST | BOARD MEMBER (UNTIL 9/21) | 1 | $0 |
| PAT GOETZINGER | BOARD MEMBER | 1 | $0 |
| MATTHEW TOBIN | BOARD MEMBER | 1 | $0 |
| MARY SCHAEFBAUER | BOARD MEMBER | 1 | $0 |
| BETH JERDONEK | BOARD MEMBER | 1 | $0 |
| ANTONY JOFFE | PRESIDENT | 5 | $0 |
| JESSICA BEAVERS | VICE PRESIDENT | 5 | $0 |
| MATTHEW MCMILLEN | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 91222, SIOUX FALLS, SD 57109-1222
- In care of
- % JESSICA BEAVERS
- Mailing address (990-N for 2017)
- 222 S Main Avenue, Sioux Falls SD 57104
- Principal officer (990 for 2024)
- MARY SCHAEFBAUER, PO BOX 91222, SIOUX FALLS, SD 57109
- Principal officer (990-N for 2017)
- Jessica Beavers, 222 S Main Avenue, Sioux Falls SD 57104
- Signed the 990
- AMY BOURNE, TREASURER
- Phone
- (605) 743-0927
- Return prepared by
- EIDE BAILLY LLP
Mission
THE CORPORATION'S MISSION IS TO PROMOTE, EDUCATE, AND SUPPORT PROFESSIONALS AND ORGANIZATIONS INVOLVED IN SOUTH DAKOTA'S TRUST AND ESTATE PLANNING INDUSTRY.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-2288561
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S40)
- Assets (IRS master file)
- $240,208
- Income (IRS master file)
- $220,864
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $220,864 | $210,502 | $240,208 | XML |
| 990 | December 2023 | $211,504 | $237,658 | $229,846 | XML |
| 990 | December 2022 | $200,902 | $165,307 | $256,000 | IRS |
| 990-EZ | December 2021 | $181,294 | $117,943 | $216,405 | XML |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: Jessica Beavers | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-2288561).
Questions about SOUTH DAKOTA PLANNING GROUP INITIATIVE
- What is the EIN of SOUTH DAKOTA PLANNING GROUP INITIATIVE?
- The employer identification number (EIN) of SOUTH DAKOTA PLANNING GROUP INITIATIVE is 47-2288561.
- Is SOUTH DAKOTA PLANNING GROUP INITIATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2015.
- Are donations to SOUTH DAKOTA PLANNING GROUP INITIATIVE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTH DAKOTA PLANNING GROUP INITIATIVE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH DAKOTA PLANNING GROUP INITIATIVE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH DAKOTA PLANNING GROUP INITIATIVE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTH DAKOTA PLANNING GROUP INITIATIVE?
- The 990 for the year ended December 31, 2024 names MARY SCHAEFBAUER.
- Who are the officers and directors of SOUTH DAKOTA PLANNING GROUP INITIATIVE?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does SOUTH DAKOTA PLANNING GROUP INITIATIVE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $220,864, expenses of $210,502 and total assets of $240,208 at year end.
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All nonprofits in SIOUX FALLS · South Dakota · Community improvement and capacity building