MOUNT VERNON LADIES ASSOCIATION OF THE UNION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT VERNON LADIES ASSOCIATION OF THE UNION (EIN 54-0564701)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202413039349302221
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T14:10:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540564701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOUNT VERNON LADIES' ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | OF THE UNION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 7037802000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 MOUNT VERNON MEMORIAL HIGHWAY | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP L MANNO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7037802000 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE WASHINGTON'S MOUNT VERNON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS BRADBURN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 MOUNT VERNON MEMORIAL HIGHWAY | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $76,117,597 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOUNTVERNON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1853 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON AND EDUCATE VISTORS ABOUT HIS LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 715 | TotalEmployeeCnt |
| Total Volunteers | 266 | TotalVolunteersCnt |
| Total Gross UBI | $1,241,454 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,742,069 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,123,272 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,005,474 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,401,083 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,495,196 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,951,730 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,072,865 | PYOtherRevenueAmt |
| CY Other Revenue | $10,605,904 | CYOtherRevenueAmt |
| PY Total Revenue | $62,315,604 | PYTotalRevenueAmt |
| CY Total Revenue | $66,081,989 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $299,275 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $258,025 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,579,587 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,782,145 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $181,600 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $238,750 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,808,021 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,562,815 | PYOtherExpensesAmt |
| CY Other Expenses | $35,802,257 | CYOtherExpensesAmt |
| PY Total Expenses | $50,623,277 | PYTotalExpensesAmt |
| CY Total Expenses | $62,081,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,692,327 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,000,812 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $332,647,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $365,785,943 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,542,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,449,245 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $310,105,372 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $343,336,698 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE MOUNT VERNON LADIES' ASSOCIATION IS TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON TO THE HIGHEST STANDARDS AND TO EDUCATE VISITORS AND PEOPLE THROUGHOUT THE WORLD ABOUT THE LIFE AND LEGACIES OF GEORGE WASHINGTON, SO THAT HIS EXAMPLE OF CHARACTER AND LEADERSHIP WILL CONTINUE TO INFORM AND INSPIRE FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,706,999 | ExpenseAmt |
| Grant | $258,025 | GrantAmt |
| Revenue | $26,113,621 | RevenueAmt |
| Desc | EDUCATION: MOUNT VERNON CONTINUED TO PROVIDE A SUPPORTIVE LEARNING SPACE FOR CIVIC ENGAGEMENT AND DISCOURSE AMONG TEACHERS AND STUDENTS, AND IT LOOKED TO GEORGE WASHINGTON'S LEGACY AND 18TH-CENTURY HISTORY FOR INSPIRATION AND INFORMATION.LAST YEAR MARKED THE SECOND YEAR OF THE RETURN OF THE IN-PERSON SUMMER RESIDENTIAL PROGRAMS. OVER THE COURSE OF SIX WEEKS IN THE SUMMER OF 2023, WE WELCOMED TEACHERS FROM ACROSS THE COUNTRY TO MOUNT VERNON IN PERSON WHERE THEY STUDIED DEEP CONTENT, PRACTICED TRANSFERRABLE TEACHING MODELS, HAD BEHIND-THE-SCENES EXPERIENCES, AND BUILT LASTING RELATIONSHIPS AS THEY EXPLORED THE HOME TO WHICH GEORGE WASHINGTON FELT SO CONNECTED. EACH WEEK, TEACHERS WERE IMMERSED IN A SAFE, FUN, AND INTELLECTUALLY STIMULATING ENVIRONMENT AS THEY STAYED IN HISTORIC OLD TOWN ALEXANDRIA, VIRGINIA, AND RECEIVED VIP EXPERIENCES AT AFFILIATED HISTORY AND CIVIC INSTITUTIONS IN THE D.C. METRO AREA. ATTENDEES DEVELOPED RELATIONSHIPS AND PROFESSIONAL LEARNING COMMUNITIES WITHIN THEIR COHORT, AND PARTICIPANTS CONTINUED TO ENGAGE WITH EACH OTHER AND MOUNT VERNON STAFF LONG AFTER THE PROGRAMS CONCLUDED.THE PROGRAMMING IN 2023 PRIORITIZED FOSTERING A SAFE AND INCLUSIVE ENVIRONMENT TO ALLOW PARTICIPANTS TO EXCHANGE COMPLEX IDEAS. TEACHERS ENGAGED IN DEEP CONVERSATIONS WITH VISITING SCHOLARS THAT CONNECTED EVENTS OF THE PAST WITH UNIQUE OBSTACLES FACING STUDENTS IN SCHOOLS TODAY.WE CONTINUED TO BUILD FROM THE SUCCESSES OF PRIOR NATIONAL DIGITAL INSTITUTES AND SYMPOSIUMS FOR TEACHERS. UNIQUE WEBSITES FOR EACH WEEK ALLOWED FOR EASIER DISSEMINATION OF INFORMATION AND COLLABORATION. OUR ANNUAL TWO-DAY DIGITAL SYMPOSIUM CENTERED ON THE PRESIDENTIAL LIBRARY'S 10TH ANNIVERSARY WITH A FOCUS ON THE PLETHORA OF DIGITAL RESOURCES AND PRIMARY SOURCES MADE AVAILABLE DIGITALLY AND FOR FREE BY STAFF AT THE GEORGE WASHINGTON PRESIDENTIAL LIBRARY. THIS FREE SYMPOSIUM SERVED TEACHERS NATIONWIDE AND PROVIDED INCLUSIVE CONTENT, CLASSROOM APPLICATIONS, AND A PROGRAM-DEDICATED WEBSITE.WE CONDUCTED A MULTITUDE OF REGIONAL WORKSHOPS WITH ALUMNI PARTICULARLY FROM THE WESTERN REGION OF THE COUNTRY, COLLABORATING WITH MOUNT VERNON STAFF AT THE ESTATE AND ACROSS THE NATION FOR REGIONAL WORKSHOPS, DISTANCE LEARNING PROGRAMS, CONFERENCES, SEMINARS, AND PODCASTS. WE LOOK FORWARD TO SUSTAINING THIS PARTNERSHIP AS WE PREPARE TO CELEBRATE THE 250TH ANNIVERSARY OF AMERICA'S INDEPENDENCE.ON A LOCAL SCALE WE CONDUCTED THE SECOND ANNUAL MOUNT VERNON STUDENT ADVISORY BOARD TO PROVIDE LEADERSHIP OPPORTUNITIES AND ENGAGEMENT WITH LOCAL STUDENTS FROM THE WASHINGTON DC, VIRGINIA AND MARYLAND AREA BY INVITING THEM TO SHARE THEIR PERSPECTIVES AND IDEAS ON HOW TO MAKE INSTITUTIONAL AND PROGRAMMATIC CHANGES TO ENGAGE AND EDUCATE MODERN YOUTH AND FAMILY VISITORS ON MOUNT VERNON AND GEORGE WASHINGTON'S LEGACY. THE EDUCATION DEPARTMENT ALSO SUPPORTED 294,100 STUDENTS VISITING FOR ONSITE FIELD TRIPS TO MOUNT VERNON. THESE STUDENTS, COMING FROM ALL OVER THE COUNTRY VISITED THE MANSION, EXPLORED THE FARM SITE, AND ATTENDED MANY OF OUR EDUCATIONAL FILMS SHOWING IN THE MUSEUM AND ORIENTATION CENTER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,271,856 | ExpenseAmt |
| Revenue | $244,850 | RevenueAmt |
| Desc | HISTORIC PRESERVATION AND COLLECTIONS: IN 2023, THE PRESERVATION TEAM EMBARKED ON A LANDMARK INITIATIVE TO PRESERVE GEORGE WASHINGTON'S HOME FOR GENERATIONS OF FUTURE VISITORS. PREPARATIONS FOR THIS MULTI-YEAR "MANSION REVITALIZATION" PROJECT INCLUDED THE EXPANSION OF THE UNDERGROUND BUNKER TO HOUSE IMPROVED MECHANICAL SYSTEMS; THE REMOVAL OF 1990S-ERA DUCTWORK; AND THE ASSESSMENT AND STABILIZATION OF THE CELLAR'S DRY WELL, A 1785 ARCHITECTURAL FEATURE. THE ARCHAEOLOGY TEAM EXCAVATED ALL ROOMS OF THE MANSION CELLAR, IN PREPARATION FOR INSTALLING NEW UNDERGROUND DUCTWORK; THEY ALSO CONDUCTED A FIELD SCHOOL AT THE SITE OF GEORGE WASHINGTON'S UNION FARM, IDENTIFYING LIKELY EVIDENCE OF TWO WELLS, GARDEN PLOTS, AND DOMESTIC STRUCTURES OF THE ENSLAVED COMMUNITY ON THIS OUTLYING FARM. THE ARCHITECTURE TEAM COMPLETED THE EXTERIOR RESTORATION OF THE MANSION'S EAST FRONT; REFRESHED ITS FIRST-FLOOR BEDCHAMBER; COMPLETED FRAMING AND ROOF REPAIRS OF THE MANSION'S NORTH COLONNADE AND FRAMING AND SIDING REPAIRS OF THE WASH HOUSE;, AND CONSTRUCTED A POULTRY COOP. THE FINE AND DECORATIVE ARTS (FDA) TEAM COMPLETED THE ACQUISITION OF THE PETER PRESIDENTIAL COLLECTION, INCLUDING NEARLY 100 ORIGINAL WASHINGTON ITEMS, AND REINSTALLED THE MANSION'S LITTLE PARLOR AND THE WASH HOUSE, THE LATTER INTERPRETING WORK DONE BY ENSLAVED LAUNDRESSES DOLSHY AND VINA. THE FDA TEAM ALSO INSTALLED A NEW EXHIBIT OF WASHINGTON AND MOUNT VERNON COMMEMORATIVES IN THE WASHINGTON PRESIDENTIAL LIBRARY AND CONSERVED AND REHOUSED ADDITIONAL ORIGINAL WASHINGTON TEXTILES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $52,978,855 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 256 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 715 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP L MANNO | PersonNm |
| Phone | 7037802000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 110 | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22121 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARGARET HARTMAN NICHOLS | ||||||||
| REGENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREA NOTMAN SAHIN | ||||||||
| SECRETARY | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNE NEAL PETRI | ||||||||
| TREASURER | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SARAH SEAMAN ALIJANI | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY LANG BISHOP | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN HAUNSCHILD BOOKOUT | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIBETH ARMSTRONG BORTHWICK | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH MILLER COULSON | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN SHERRILL FULLER | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH MEDLIN HALE | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCIA BOSQUI HENDERSON | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ADRIAN MACLEAN JAY | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN MCCABE KIRBY | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA DAWSON LANE | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN HERBOTH LAUGHERY | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH ROLLINS MAURAN | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMERON KOCK MAYER | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE HAMILTON MAYTON | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN BREWSTER MCCARTHY | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN SHERRILL PYNE | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA PEEBLES RUTHERFORD | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN CADY SCOTT | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MARSHALL TOWNSEND | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE MARLETTE WADDELL | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| HILARY CARTER WEST | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS BRADBURN | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $459,925 | $0 | $14,305 | |||
| PHILIP L MANNO | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $277,691 | $0 | $16,666 | |||
| PATRICK SPERO | ||||||||
| EXECUTIVE DIRECTOR OF WA LIBRARY | 40.00 | $257,241 | $0 | $6,464 | Yes (X) | |||
| JOSEPH A BONDI | ||||||||
| SVP OF DEVELOPMENT | 40.00 | $266,373 | $0 | $6,828 | Yes (X) | |||
| SUSAN SCHOELWER | ||||||||
| EXEC. DIR. OF HPC & RHS SR. CURATOR | 40.00 | $212,597 | $0 | $16,245 | Yes (X) | |||
| KAROL WICKENS | ||||||||
| VP OF EDUCATION | 40.00 | $182,753 | $0 | $7,118 | Yes (X) | |||
| BEREND OLTMANS | ||||||||
| DIRECTOR OF IT | 40.00 | $192,190 | $0 | $4,860 | Yes (X) | |||
| MATTHEW K BRINEY | ||||||||
| VP OF MEDIA & COMMUNICATIONS | 40.00 | $183,441 | $0 | $7,578 | Yes (X) | |||
| CAROLINA CAMARGO | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $163,881 | $0 | $9,827 | Yes (X) | |||
| AMERLIA TURCOTTE | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $162,302 | $0 | $7,811 | Yes (X) | |||
| TEWEDAGE YOHANES | ||||||||
| CONTROLLER | 40.00 | $113,839 | $0 | $678 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,472,233 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $98,380 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRISTMAN MID ATLANTIC CONSTRUCTORS LLC | |||||
| 22560 GLENN DRIVE SUITE 108 | STERLING | VA | 20164 | CONSTRUCTION | $2,303,762 |
| CDR FUNDRAISING GROUP | |||||
| 4200 PARLIAMENT PLACE SUITE 300 | LANHAM | MD | 20706 | FUNDRAISING | $1,436,704 |
| MESICK COHEN WILSON BAKER ARCHITECTS LLP | |||||
| 388 BROADWAY SUITE 3 | ALBANY | NY | 12207 | ARCHITECTURE | $1,090,408 |
| DESIGN CUISINE | |||||
| 2659 S SHIRLINGTON ROAD | ARLINGTON | VA | 22206 | CATERING | $783,601 |
| FIVEJARS | |||||
| 2300 WILSON BLVD SUITE 700 | ARLINGTON | VA | 22201 | MARKETING AND WEBSITE UPGRADE | $698,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,106,934 | MembershipDuesAmt |
| Fundraising | $3,303,809 | FundraisingAmt |
| All Other Contributions | $24,712,529 | AllOtherContributionsAmt |
| Noncash Contributions | $7,273,405 | NoncashContributionsAmt |
| Total Contributions | $30,123,272 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES | 900099 | $14,643,036 | $14,643,036 |
| EVENT REVENUE | 900099 | $2,267,697 | $2,267,697 |
| CONFERENCES & SYMPOSIA | 900099 | $245,500 | $245,500 |
| PRESERVATION TOURS | 900099 | $244,850 | $244,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,401,083 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,903,822 | TotalRevenueColumnAmt |
| Exclusion | $7,903,822 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,864 | TotalRevenueColumnAmt |
| Exclusion | $71,864 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,260,083 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,212,175 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,908 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,908 | TotalRevenueColumnAmt |
| Exclusion | $47,908 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $797,388 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,303,809 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $886,387 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$88,999 | TotalRevenueColumnAmt |
| Exclusion | -$88,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $17,135,888 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,937,046 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,198,842 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,957,388 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,241,454 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $424,197 | TotalRevenueColumnAmt |
| Exclusion | $424,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $424,197 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,081,989 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,358,471 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,241,454 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,358,792 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,525 | TotalAmt |
| Program Services | $65,525 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,500 | TotalAmt |
| Program Services | $132,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $60,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,724,207 | TotalAmt |
| Program Services | $1,014,380 | ProgramServicesAmt |
| Management And General | $365,492 | ManagementAndGeneralAmt |
| Fundraising | $344,335 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,928,459 | TotalAmt |
| Program Services | $15,917,061 | ProgramServicesAmt |
| Management And General | $1,608,208 | ManagementAndGeneralAmt |
| Fundraising | $1,403,190 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,881 | TotalAmt |
| Program Services | $1,144,554 | ProgramServicesAmt |
| Management And General | $127,390 | ManagementAndGeneralAmt |
| Fundraising | $112,937 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,110,293 | TotalAmt |
| Program Services | $1,739,155 | ProgramServicesAmt |
| Management And General | $192,145 | ManagementAndGeneralAmt |
| Fundraising | $178,993 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,305 | TotalAmt |
| Program Services | $1,341,072 | ProgramServicesAmt |
| Management And General | $155,204 | ManagementAndGeneralAmt |
| Fundraising | $138,029 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,525 | TotalAmt |
| Management And General | $68,525 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,693 | TotalAmt |
| Management And General | $53,693 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,750 | TotalAmt |
| Fundraising | $238,750 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,985 | TotalAmt |
| Management And General | $138,985 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,493,478 | TotalAmt |
| Program Services | $2,511,332 | ProgramServicesAmt |
| Management And General | $815,365 | ManagementAndGeneralAmt |
| Fundraising | $166,781 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,064,787 | TotalAmt |
| Program Services | $831,425 | ProgramServicesAmt |
| Management And General | $7,650 | ManagementAndGeneralAmt |
| Fundraising | $225,712 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,402,338 | TotalAmt |
| Program Services | $3,945,583 | ProgramServicesAmt |
| Management And General | $401,797 | ManagementAndGeneralAmt |
| Fundraising | $1,054,958 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,819 | TotalAmt |
| Program Services | $87,965 | ProgramServicesAmt |
| Management And General | $390,854 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,822,084 | TotalAmt |
| Program Services | $15,622,666 | ProgramServicesAmt |
| Management And General | $116,394 | ManagementAndGeneralAmt |
| Fundraising | $83,024 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,679 | TotalAmt |
| Program Services | $475,155 | ProgramServicesAmt |
| Management And General | $10,902 | ManagementAndGeneralAmt |
| Fundraising | $56,622 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,667 | TotalAmt |
| Program Services | $56,992 | ProgramServicesAmt |
| Management And General | $16,031 | ManagementAndGeneralAmt |
| Fundraising | $5,644 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,243,137 | TotalAmt |
| Program Services | $3,852,763 | ProgramServicesAmt |
| Management And General | $195,187 | ManagementAndGeneralAmt |
| Fundraising | $195,187 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,699 | TotalAmt |
| Program Services | $250,159 | ProgramServicesAmt |
| Management And General | $46,905 | ManagementAndGeneralAmt |
| Fundraising | $15,635 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENT EXPENSES | $1,659,157 | $1,344,834 | $10,699 | $303,624 |
| COLLECTIONS/ACQUISITION | $1,535,845 | $1,535,845 | ||
| DIRECT MAIL | $502,421 | $261,605 | $6,785 | $234,031 |
| MISCELLANIOUS EXPENSES | $404,943 | $346,081 | $26,741 | $32,121 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Program Services | $442,203 | ProgramServicesAmt |
| Management And General | -$460,651 | ManagementAndGeneralAmt |
| Fundraising | $18,448 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,081,177 | TotalAmt |
| Program Services | $52,978,855 | ProgramServicesAmt |
| Management And General | $4,294,301 | ManagementAndGeneralAmt |
| Fundraising | $4,808,021 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030,683 | TotalAmt |
| Program Services | $1,057,335 | ProgramServicesAmt |
| Management And General | $27,421 | ManagementAndGeneralAmt |
| Fundraising | $945,927 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,534,479 | BOYAmt |
| EOY | $6,838,124 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,422,310 | BOYAmt |
| EOY | $24,296,719 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,422,975 | BOYAmt |
| EOY | $18,842,195 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,350 | BOYAmt |
| EOY | $218,944 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,182,595 | BOYAmt |
| EOY | $3,087,411 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,818 | BOYAmt |
| EOY | $277,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,467,530 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,697,264 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,135,860 | BOYAmt |
| EOY | $67,770,266 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,162,198 | BOYAmt |
| EOY | $233,446,341 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,975,986 | BOYAmt |
| EOY | $4,781,940 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,849,951 | BOYAmt |
| EOY | $6,226,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,647,522 | BOYAmt |
| EOY | $365,785,943 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,050,322 | BOYAmt |
| EOY | $4,092,109 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,596 | BOYAmt |
| EOY | $399,439 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000,000 | BOYAmt |
| EOY | $15,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,128,232 | BOYAmt |
| EOY | $2,957,697 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,542,150 | BOYAmt |
| EOY | $22,449,245 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,877,119 | BOYAmt |
| EOY | $139,258,406 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,228,253 | BOYAmt |
| EOY | $204,078,292 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,105,372 | BOYAmt |
| EOY | $343,336,698 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,647,522 | BOYAmt |
| EOY | $365,785,943 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,000,812 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,780,470 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $450,044 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,779,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,927,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,623,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,742,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,123,272 | CurrentTaxYearAmt |
| Total | $132,195,293 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,779,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,927,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,623,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,742,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,123,272 | CurrentTaxYearAmt |
| Total | $132,195,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,055,446 | SubstantialContributorsTotAmt |
| Public Support Total170 | $125,139,847 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,161,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,358,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,056,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,733,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,975,686 | CurrentTaxYearAmt |
| Total | $41,285,343 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $395,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $360,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $235,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $941,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $424,197 | CurrentTaxYearAmt |
| Total | $2,357,075 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $175,837,711 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $118,278,686 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 395,108. 2020 AMOUNT: $ 360,877. 2021 AMOUNT: $ 235,590. 2022 AMOUNT: $ 941,303. 2023 AMOUNT: $ 424,197. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $195,336,810 | BeginningYearBalanceAmt |
| Contributions | $4,003,805 | ContributionsAmt |
| Investment Earnings Or Losses | $33,901,107 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,093,928 | OtherExpendituresAmt |
| End Year Balance | $226,147,794 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $231,240,981 | BeginningYearBalanceAmt |
| Contributions | $8,539,813 | ContributionsAmt |
| Investment Earnings Or Losses | -$37,605,597 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,838,387 | OtherExpendituresAmt |
| End Year Balance | $195,336,810 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,616,880 | BeginningYearBalanceAmt |
| Contributions | $2,505,281 | ContributionsAmt |
| Investment Earnings Or Losses | $28,801,261 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,682,441 | OtherExpendituresAmt |
| End Year Balance | $231,240,981 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,775,698 | BeginningYearBalanceAmt |
| Contributions | $4,663,825 | ContributionsAmt |
| Investment Earnings Or Losses | $26,268,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,091,532 | OtherExpendituresAmt |
| End Year Balance | $207,616,880 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,135,983 | BeginningYearBalanceAmt |
| Contributions | $15,161,566 | ContributionsAmt |
| Investment Earnings Or Losses | $31,947,910 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,469,761 | OtherExpendituresAmt |
| End Year Balance | $184,775,698 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26140 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73860 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $637,798 | OtherCostOrOtherBasisAmt |
| Book Value | $637,798 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,277,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,853,565 | DepreciationAmt |
| Book Value | $61,424,082 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,891,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,150,142 | DepreciationAmt |
| Book Value | $1,741,745 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,660,198 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,693,557 | DepreciationAmt |
| Book Value | $3,966,641 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $67,770,266 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP AGREEMENT | $2,372,418 |
| ANNUITY GIFT LIABILITY | $562,368 |
| POOLED INCOME FUND LIABILITY | $22,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,957,697 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $103,021,142 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $28,780,470 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $474,235 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $29,254,705 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,766,437 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $138,985 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$7,823,433 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$7,684,448 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $66,081,989 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,239,860 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $474,235 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $7,823,433 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,297,668 | ExpensesNotReportedAmt |
| Expenses Subtotal | $61,942,192 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $138,985 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $138,985 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $62,081,177 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | HISTORICAL PROPERTIES AND COLLECTIONS OWNED BY THE ASSOCIATION HAVE BEEN ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION. THESE HISTORICAL PROPERTIES AND COLLECTIONS ARE NOT INCLUDED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. THE COST OF THE PROPERTIES IS NOT READILY AVAILABLE, AND THE ASSOCIATION IS OF THE OPINION THAT, BECAUSE OF THE INTRINSIC VALUE OF THE PROPERTIES, IT IS IMPRACTICAL TO ASSIGN VALUES TO THE COMPONENTS. IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED FOR HISTORICAL PROPERTIES, THE VALUE OF COLLECTIONS, AS WELL AS REPAIRS AND IMPROVEMENTS TO HISTORICAL PROPERTIES, HAVE BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION. COLLECTIONS AND REPAIRS & IMPROVEMENTS TO HISTORICAL PROPERTIES ARE INCLUDED IN THE PRESERVATION OF HISTORIC PROPERTIES IN THE ACCOMPANYING STATEMENT OF FUNCTIONAL EXPENSES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTION IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. THE FINANCIAL STATEMENTS DO NOT REFLECT ANY CONTRIBUTED COLLECTION ITEMS. ALL PROCEEDS FROM THE SALE OF DEACCESSIONED COLLECTIONS ITEMS ARE RECORDED AS WITH DONOR RESTRICTION AND ARE EXPENDED TO PURCHASE NEW ITEMS OR TO CONSERVE ITEMS IN THE COLLECTIONS. |
| PART III, LINE 4: | THE ASSOCIATION COLLECTS, RESEARCHES, CONSERVES, RESTORES, RECONSTRUCTS, PRESERVES, DOCUMENTS, AND SHARES WITH THE PUBLIC HISTORIC STRUCTURES, ARCHAEOLOGICAL SITES, AND THE CULTURAL LANDSCAPE AS WELL AS TWO AND THREE-DIMENSIONAL OBJECTS IN A VARIETY OF MEDIA. RESPONSIBILITY FOR THE PRESERVATION AND MAINTENANCE OF THE HISTORIC STRUCTURES, CULTURAL RESOURCES AND THE COLLECTIONS FALLS TO THE HISTORIC RRESERVATION AND COLLECTIONS DEPARTMENT AND THE FRED W. SMITH LIBRARY FOR THE STUDY OF GEORGE WASHINGTON AT MOUNT VERNON. THE HISTORIC RRESERVATION AND COLLECTIONS DEPARTMENT IS DIVIDED INTO THE FINE AND DECORATIVE ARTS CURATORIAL COLLECTION, THE ARCHAEOLOGICAL COLLECTION, THE ARCHITECTURAL FRAGMENTS COLLECTION, AND PHOTO ARCHIVES. THE FINE AND DECORATIVE ARTS CURATORIAL COLLECTION INCLUDES THREE-DIMENSIONAL OBJECTS, TEXTILES, WORKS OF ART ON PAPER, AND PAINTINGS. THE ARCHAEOLOGICAL COLLECTION INCLUDES ARTIFACTS AND THEIR ASSOCIATED DOCUMENTATION DERIVING FROM EXCAVATION PROJECTS, AS WELL AS RANDOM FINDS ORIGINATING ON THE MOUNT VERNON ESTATE. THE ARCHITECTURAL FRAGMENTS COLLECTION INCLUDES FEATURES, BUILDING MATERIALS, AND FINISH TREATMENTS THAT ARE ARCHITECTURAL IN NATURE, AND WHICH HAVE BEEN REMOVED FROM THEIR ORIGINAL CONTEXT DURING THE COURSE OF RESTORATION WORK UNDERTAKEN TO STABILIZE, PROTECT, OR REINTERPRET MOUNT VERNON'S HISTORIC BUILDINGS AND STRUCTURES. PHOTO ARCHIVES CONTAINS MODERN FILM, NEGATIVES, AND DIGITAL IMAGE FILES OF A VARIETY OF MOUNT VERNON RELATED SUBJECTS. SPECIAL COLLECTIONS INCLUDES RARE BOOKS, HISTORIC MANUSCRIPTS, PHOTOGRAPHS, THE ASSOCIATION'S ARCHIVAL MATERIALS, AND PRINTED EPHEMERA. THE LIBRARY COLLECTS PRINTED MATERIAL WITH A PRIMARY EMPHASIS ON GEORGE WASHINGTON, MOUNT VERNON, AND THE MOUNT VERNON LADIES' ASSOCIATION. THE MOST IMPORTANT INITIAL CRITERION WITH WHICH TO EVALUATE A POTENTIAL ACQUISITION IS ITS CONTRIBUTION TO INTERPRETATION, EXHIBITION, AND RESEARCH VALUE AT MOUNT VERNON. THIS INCLUDES THE FOLLOWING ITEMS: OBJECTS ORIGINAL TO MOUNT VERNON OR OWNED BY GEORGE AND MARTHA WASHINGTON; OBJECTS RELATED TO WASHINGTON'S NON-DOMESTIC LIFE, INCLUDING HIS ROLE AS MILITARY LEADER, SURVEYOR, AND PRESIDENT; MANUSCRIPTS BY GEORGE OR MARTHA WASHINGTON NOT PREVIOUSLY REPRODUCED OR PUBLISHED IN PRINT OR ELECTRONIC FORMAT; BOOKS AND OTHER PUBLISHED MATERIALS OWNED BY GEORGE OR MARTHA WASHINGTON; OBJECTS RELATING TO THE DEVELOPMENT AND DOMESTIC LIFE OF MOUNT VERNON, INCLUDING MATERIAL RELATED TO FAMILY MEMBERS, VISITORS, AND ACQUAINTANCES; PERIOD OBJECTS THAT REPLICATE OBJECTS THAT WERE AT MOUNT VERNON, FOR THE PURPOSE OF ENHANCING THE INTERPRETATION AND UNDERSTANDING OF THE ESTATE AND THE LIFE AND LEGACY OF GEORGE AND MARTHA WASHINGTON; ARCHIVAL MATERIALS RELATING TO THE DEVELOPMENT AND DOMESTIC LIFE OF MOUNT VERNON, INCLUDING MATERIALS OF FAMILY MEMBERS, VISITORS, AND ACQUAINTANCES; BOOKS OF THE WASHINGTON AND CUSTIS FAMILIES THAT ARE RELATED TO COLLECTIONS OR INTERPRETATION GOALS; MANUSCRIPTS BY GEORGE OR MARTHA WASHINGTON PREVIOUSLY REPRODUCED OR PUBLISHED IN PRINT OR ELECTRONIC FORMAT; MAPS, PLANS, SURVEYS, MANUSCRIPTS, RARE BOOKS, PHOTOGRAPHS AND OTHER DOCUMENTS OF HISTORICAL VALUE RELATING TO 17TH, 18TH 19TH AND 20TH CENTURY LIFE AT MOUNT VERNON AND THE WASHINGTON FAMILY. |
| PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT CONSISTS OF MANY FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE BOARD APPROVES SPENDING ON PROGRAM RESTRICTED ENDOWMENTS AS PART OF ITS ANNUAL BUDGET APPROVAL PROCESS. IN ADDITION, THE BOARD ALSO APPROVES, AS PART OF ITS ANNUAL BUDGETARY APPROVAL PROCESS, THE TRANSFER AND EXPENDITURE OF ADDITIONAL BOARD-DESIGNATED FUNDS FOR CAPITAL IMPROVEMENTS, COLLECTION ACQUISITIONS OR SPECIAL PROJECTS. |
| PART X, LINE 2: | THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON PART VIII -886,387. COST OF GOODS SOLD REPORTED ON PART VIII -6,937,046. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON PART VIII 886,387. COST OF GOODS SOLD REPORTED ON PART VIII 6,937,046. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENT IN ENTITIES DOMICILED IN THE REGION | $2,342 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS IN ENTITIES IN REGION | $1,629,656 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,691,998 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,691,998 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| PRIZE | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $50,000 | WIRE |
| FELLOWSHIP | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $10,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PERIODICALLY AWARDS GRANTS TO ORGANIZATIONS WITH WHICH WE PARTNER ON PROJECTS THAT FURTHER OUR MISSION. GRANTS ARE APPROVED AND DOCUMENTED WITH FORMAL GRANT AGREEMENTS, AND FUNDS ARE DISBURSED ACCORDING TO THE SUBSTANTIATION PROVISIONS OF EACH GRANT AGREEMENT. THE ASSOCIATION REQUIRES GRANT REPORTS AT THE END OF EACH GRANT TERM AND/OR MONITORS PROGRESS TOWARDS GRANT ACCOMPLISHMENTS THROUGH OUR DAY-TO-DAY INVOLVEMENT WITH A PARTNER. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDR FUNDRAISING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 PARLIAMENT PLACE SUITE 300 | AddressLine1Txt |
| City | LANHAM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,318,546 | GrossReceiptsAmt |
| Retained By Contractor | $238,750 | RetainedByContractorAmt |
| Net To Organization | $3,079,796 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,318,546 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $238,750 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,079,796 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | L10 ANNIVERSARY EVENT | Event1Nm |
| Gross Receipts Event1 | $2,605,720 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,294,770 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $310,950 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $68,245 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $177,458 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $42,038 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $90,014 | OtherDirectExpensesEvent1Amt |
| Event2 | SPIRIT OF MOUNT VERNON | Event2Nm |
| Gross Receipts Event2 | $919,713 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $633,318 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $286,395 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $43,249 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $250,732 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $33,021 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $19,003 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $575,764 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $375,721 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $200,043 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $102,682 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $32,881 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,064 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,101,197 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,303,809 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $797,388 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $111,494 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $530,872 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $107,940 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $136,081 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $886,387 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$88,999 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 229044195 | 546001796 | 501(C)(3) | $25,000 | $0 | PAPERS OF GEORGE WASHINGTON |
| ACCOKEEK FOUNDATION | ||||||||
| 3400 BRYAN POINT ROAD | ACCOKEEK | MD | 20607 | 526037288 | 501(C)(3) | $15,000 | $0 | PROTECTION OF VIEWSHED |
| GEORGE MASON UNIVERSITY FOUNDATION INC | ||||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | 541603842 | 501(C)(3) | $13,000 | $0 | GRADUATE COURSE FOR GWTI ALUMNI |
| ROSEMONT PRESERVATION SOCIETY | ||||||||
| PO BOX 188 | GRAY COURT | SC | 29645 | 260807001 | 501(C)(3) | $10,000 | $0 | MAINTENANCE OF THE APC HOME |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS & AWARDS | GrantTypeTxt |
| Recipient | 40 | RecipientCnt |
| Cash Grant | $132,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PERIODICALLY AWARDS GRANTS TO ORGANIZATIONS WITH WHICH WE PARTNER ON PROJECTS THAT FURTHER OUR MISSION. GRANTS ARE APPROVED AND DOCUMENTED WITH FORMAL GRANT AGREEMENTS, AND FUNDS ARE DISBURSED ACCORDING TO THE SUBSTANTIATION PROVISIONS OF EACH GRANT AGREEMENT. THE ASSOCIATION REQUIRES GRANT REPORTS AT THE END OF EACH GRANT TERM AND/OR MONITORS PROGRESS TOWARDS GRANT ACCOMPLISHMENTS THROUGH OUR DAY-TO-DAY INVOLVEMENT WITH A PARTNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS BRADBURN | ||||||||||||||
| PRESIDENT/CEO | $448,829 | $0 | $250 | $0 | $10,846 | $0 | $6,600 | $0 | $7,705 | $0 | $474,230 | $0 | $0 | $0 |
| PHILIP L MANNO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $277,691 | $0 | $0 | $0 | $0 | $0 | $5,704 | $0 | $10,962 | $0 | $294,357 | $0 | $0 | $0 |
| JOSEPH A BONDI | ||||||||||||||
| SVP OF DEVELOPMENT | $266,373 | $0 | $0 | $0 | $0 | $0 | $5,318 | $0 | $1,510 | $0 | $273,201 | $0 | $0 | $0 |
| PATRICK SPERO | ||||||||||||||
| EXECUTIVE DIRECTOR OF WA LIBRARY | $204,241 | $0 | $53,000 | $0 | $0 | $0 | $1,385 | $0 | $5,079 | $0 | $263,705 | $0 | $0 | $0 |
| SUSAN SCHOELWER | ||||||||||||||
| EXEC. DIR. OF HPC & RHS SR. CURATOR | $212,597 | $0 | $0 | $0 | $0 | $0 | $4,338 | $0 | $11,907 | $0 | $228,842 | $0 | $0 | $0 |
| BEREND OLTMANS | ||||||||||||||
| DIRECTOR OF IT | $186,690 | $0 | $4,300 | $0 | $1,200 | $0 | $3,829 | $0 | $1,031 | $0 | $197,050 | $0 | $0 | $0 |
| MATTHEW K BRINEY | ||||||||||||||
| VP OF MEDIA & COMMUNICATIONS | $183,441 | $0 | $0 | $0 | $0 | $0 | $3,860 | $0 | $3,718 | $0 | $191,019 | $0 | $0 | $0 |
| KAROL WICKENS | ||||||||||||||
| VP OF EDUCATION | $182,753 | $0 | $0 | $0 | $0 | $0 | $3,681 | $0 | $3,437 | $0 | $189,871 | $0 | $0 | $0 |
| CAROLINA CAMARGO | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $163,881 | $0 | $0 | $0 | $0 | $0 | $3,397 | $0 | $6,430 | $0 | $173,708 | $0 | $0 | $0 |
| AMERLIA TURCOTTE | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $162,177 | $0 | $125 | $0 | $0 | $0 | $3,325 | $0 | $4,486 | $0 | $170,113 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE PRESIDENT/CEO OF THE ASSOCIATION IS REQUIRED TO LIVE ON THE PREMISES AND IS PROVIDED WITH HOUSING, AND PERSONAL SERVICES FOR THE CARE OF THE PROPERTY. AS SUCH, THESE ARE NON-TAXABLE ALLOWANCES. SOCIAL CLUB DUES WERE REIMBURSED AND RECORDED AS TAXABLE ON THE FORM W-2. |
| PART I, LINE 7 | ALTHOUGH THE MAJORITY OF BONUSES PAID FOR 2023 WERE FIXED PERFORMANCE BONUSES, THERE WAS A SMALLER NUMBER OF NON-FIXED, DISCRETIONARY BONUSES THAT WERE GIVEN OUT THROUGHOUT THE YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911910090 | BondIssuerEIN |
| CUSIP | 30382EDU5 | CUSIPNum |
| Bond Issued | 2007-06-20 | BondIssuedDt |
| Issue Price | $15,000,000 | IssuePriceAmt |
| Purpose | REFINANCE EXISTING BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $15,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $128,967 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $14,871,033 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Stsfd | 0 | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 69 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,081,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $114,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISCELLANIOUS | 9 | $44,467 | FMV |
| Yes (X) | SUPPLIES | 13 | $32,738 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ASSOCIATION'S PROCESS FOR PREPARING AND REVIEWING THE FEDERAL FORM 990, CONTAINS FOUR LEVELS OF REVIEW: 1) A DRAFT OF THE FEDERAL FORM 990 IS PREPARED BY THE ASSOCIATION'S TAX ADVISORS, MARCUM LLP, BASED ON FINANCIAL INFORMATION IN THE CERTIFIED AUDIT, ORGANIZATIONAL INFORMATION DOCUMENTED FROM THE AUDIT, PREPARATION OF INFORMATION SCHEDULES BY THE FINANCE DEPARTMENT AND ANSWERS TO CHECKLIST QUESTIONS; 2) THE DRAFT OF FEDERAL FORM 990 IS REVIEWED BY THE ASSOCIATION'S MANAGEMENT (PRESIDENT/CEO, CHIEF FINANCIAL OFFICER AND CONTROLLER) FOR ACCURACY AND COMPLETENESS; 3) THE AUDIT COMMITTEE REVIEWS THE FINAL DRAFT WITH THE INDEPENDENT AUDITOR; AND 4) THE FINAL DRAFT IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATION'S CONFLICT OF INTEREST POLICY REQUIRES THE ANNUAL COMPLETION OF A CONFLICT OF INTEREST FORM BY ALL DIRECTORS AND OFFICERS. THE FORM WAS PREPARED BY OUTSIDE COUNSEL AND ASKS FOR DOCUMENTATION OF POTENTIAL CONFLICTS OF INTEREST IN THE FOLLOWING AREAS: FINANCIAL INTERESTS, GIFTS OR ENTERTAINMENT THAT MIGHT INFLUENCE DECISION MAKING, AND ANY OTHER ACTIVITIES. THE FORMS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND ARE DISCUSSED WITH THE OUTSIDE COUNSEL AND THE EXECUTIVE COMMITTEE OF THE BOARD, IF APPROPRIATE. THE PRESIDENT/CEO REVIEWS THE COMPLETED FORM OF THE CHIEF FINANCIAL OFFICER, AND TAKES ANY APPROPRIATE ACTION. IF A CONFLICT IS IDENTIFIED ON THE QUESTIONNAIRE, THE CONFLICT IS SENT TO THE EXECUTIVE COMMITTEE AND IS RESOLVED APPROPRIATELY BASED ON THE CIRCUMSTANCES. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON A PERIODIC BASIS, THE ASSOCIATION WORKS WITH A COMPENSATION CONSULTANT TO PERFORM COMPARATIVE MARKET STUDIES. THE MOST RECENT STUDY WAS COMPLETED IN 2022 AND INCLUDED ANALYSIS ON MORE THAN 300 POSITIONS INCLUDING EXECUTIVE AND MANAGEMENT POSITIONS AS WELL AS MANY FRONT LINE STAFF POSITIONS. COMPENSATION IS BENCHMARKED AGAINST OUR PEER GROUP (MUSEUMS AND HISTORICAL SITES), OTHER NON-PROFIT ORGANIZATIONS, SIMILAR POSITIONS IN THE WASHINGTON DC METRO AREA AND THE NOT-FOR-PROFIT INDUSTRY AT-LARGE. MARKET ADJUSTMENTS ARE MADE AND SALARY GRADES ADJUSTED BASED ON THESE STUDIES. IN ADDITION, PRESIDENT/CEO COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE BOARD. IN 2017 THE BOARD HIRED AN INDEPENDENT EXECUTIVE SEARCH FIRM THAT SPECIALIZED IN NON-PROFIT CEO COMPENSATION TO ANALYZE OUR PRESIDENT/ CEO COMPENSATION STRUCTURE TO ENSURE IT IS CONSISTENT WITH CURRENT MARKET AND INDUSTRY RATES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC THROUGH THE STATE OF VIRGINIA STATE CORPORATION COMMISSION(SCC). THE BYLAWS AND THE CONFLICTS OF INTEREST POLICY, WHICH REQUIRES ANNUAL DISCLOSURE OF CONFLICTING INTERESTS BY EXECUTIVE COMMITTEE BOARD AND OFFICERS, ARE NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE POSTED ON THE ASSOCIATION'S WEBSITE AND ARE AVAILABLE IN HARD COPY UPON SPECIFIC REQUEST. IN ADDITION, SUMMARIZED FINANCIAL INFORMATION IS DISCLOSED IN THE ASSOCIATION'S ANNUAL REPORT. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 154,846. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 295,198. |
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