South Dakota Planning Group Initiative
Public records raise at least one point you should look into before giving.
What it says it does
THE CORPORATION'S MISSION IS TO PROMOTE, EDUCATE, AND SUPPORT PROFESSIONALS AND ORGANIZATIONS INVOLVED IN SOUTH DAKOTA'S TRUST AND ESTATE PLANNING INDUSTRY.
- Income
- $220,864
- Spending
- $210,502
- Employees
- 0
- Volunteers
- 50
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- 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.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 2015.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.