2023-03-28T14:01:39-05:00 2022-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2021-07-01 591735367 NATIONAL HUMANITIES CENTER NATI 9194060115 7 TW ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 277092256 MARGO FRANCIS CHIEF FINANCIAL OFFICER 9195490661 2023-03-21 1 MARGO FRANCIS 999009999 DEETRA B WATSON P00534544 9199428700 2023-03-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARGO FRANCIS 7 TW ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 277092256 12159055 0 X NATIONALHUMANITIESCENTER.ORG X 1976 NC THE NATIONAL HUMANITIES CENTER SEEKS TO ENSURE THE CONTINUING STRENGTH OF THE LIBERAL ARTS AND TO AFFIRM THE IMPORTANCE OF THE HUMANITIES BY ENCOURAGING THE EXCHANGE OF IDEAS. 31 30 38 30 61652 33030 2411832 2509013 281493 434537 4739991 9193014 1284 2637 7434600 12139201 1459514 1662950 0 0 2916647 3010219 0 0 422937 1039709 1426446 5415870 6099615 2018730 6039586 96326647 81630091 349856 517563 95976791 81112528 X THE NATIONAL HUMANITIES CENTER IS THE WORLD'S ONLY INDEPENDENT INSTITUTE DEDICATED EXCLUSIVELY TO ADVANCED STUDY IN ALL AREAS OF THE HUMANITIES. THROUGH ITS RESIDENTIAL FELLOWSHIP PROGRAM, THE CENTER PROVIDES SCHOLARS WITH THE RESOURCES NECESSARY TO GENERATE NEW KNOWLEDGE AND TO FURTHER UNDERSTAND ALL FORMS OF CULTURAL EXPRESSION, SOCIAL INTERACTION, AND HUMAN THOUGHT. THROUGH ITS EDUCATION PROGRAMS, THE CENTER STRENGTHENS TEACHING ON THE COLLEGIATE AND PRE-COLLEGIATE LEVELS THROUGH PUBLIC ENGAGEMENT INTIMATELY LINKED TO ITS SCHOLARLY AND EDUCATIONAL PROGRAMS, THE CENTER PROMOTES UNDERSTANDING OF THE HUMANITIES AND THEIR FOUNDATIONAL ROLE IN A DEMOCRATIC SOCIETY. 0 0 3300425 1456850 213500 SCHOLARLY PROGRAMS - THE CENTER IDENTIFIED TALENTED SCHOLARS TO PROVIDE FINANCIAL SUPPORT AND A STIMULATING ENVIRONMENT FOR THE BEST WORK IN THE HUMANITIES. ADDITIONAL SERVICES PROVIDED TO THE FELLOWS INCLUDE LIBRARY AND DINING SERVICES. 1032892 206100 221037 EDUCATION - THE CENTER DEVELOPS MODEL PROGRAMS THAT REKINDLE TEACHER'S ENTHUSIASM FOR THE HUMANITIES THEY TEACH. THESE PROGRAMS ENCOURAGE THE GROWTH OF EDUCATION PROFESSIONALS IN WAYS THAT DIRECTLY IMPACT THE CLASSROOM. THIS PROJECT-BASED APPROACH SUPPORTS THE DEVELOPMENT OF CLASSROOM-READY INSTRUCTIONAL MATERIALS, RESEARCH OPPORTUNITIES, AND LEARNING EXPERIENCES. 796418 PUBLIC ENGAGEMENT - THROUGH PUBLIC ENGAGEMENT INTIMATELY LINKED TO SCHOLARLY AND EDUCATIONAL PROGRAMS, THE CENTER PROMOTES UNDERSTANDING OF THE HUMANITIES AND THEIR FOUNDATIONAL ROLE IN A DEMOCRATIC SOCIETY. THE CENTER COMMUNICATES WITH FELLOWS, TRUSTEES AND OTHER FRIENDS VIA THE NHC WEBSITE, SOCIAL MEDIA, INFORMATIONAL EMAIL, PODCASTING AND LIVE VIDEO STREAMING. 5129735 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 69 0 1 38 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X MARGO FRANCIS 9195490661 7 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 27709 DAVID BLACKBOURN TRUSTEE 0.50 X 0 0 0 DAVID BROMWICH TRUSTEE 0.50 X 0 0 0 NANCY CABLE TRUSTEE 0.50 X 0 0 0 DENNIS M CAMPBELL TRUSTEE 0.50 X 0 0 0 WILLO CAREY TRUSTEE 0.50 X 0 0 0 WILLIAM D COHAN TRUSTEE 0.50 X 0 0 0 JOY CONNOLLY TRUSTEE 0.50 X 0 0 0 J PORTER DURHAM JR TRUSTEE 0.50 X 0 0 0 ANNETTE GORDON-REED TRUSTEE 0.50 X 0 0 0 PAMELA HENDRICKSON TRUSTEE 0.50 X 0 0 0 RISHI JAITLY TRUSTEE 0.50 X 0 0 0 WILLIAM C JORDAN TRUSTEE 0.50 X 0 0 0 KAREN R LAWRENCE TRUSTEE 0.50 X 0 0 0 VINCENT LOVOI TRUSTEE 0.50 X 0 0 0 JANE O NEWMAN TRUSTEE 0.50 X 0 0 0 VINCENT E PRICE TRUSTEE 0.50 X 0 0 0 CAROL QUILLEN TRUSTEE 0.50 X 0 0 0 HARRIET RITVO TRUSTEE 0.50 X 0 0 0 PETER J ROGERS JR TRUSTEE 0.50 X 0 0 0 ANN WIERDA ROWLAND TRUSTEE 0.50 X 0 0 0 JOAN HINDE STEWART TRUSTEE 0.50 X 0 0 0 BRUCE D VONCANNON TRUSTEE 0.50 X 0 0 0 A MORRIS WILLIAMS JR TRUSTEE 0.50 X 0 0 0 MICHAEL WITMORE TRUSTEE 0.50 X 0 0 0 SUSAN WOLF TRUSTEE 0.50 X 0 0 0 HECTOR TOBAR TRUSTEE 0.50 X 0 0 0 THOMAS J SCHERER SECRETARY 0.50 X X 0 0 0 RAYMOND J WIACEK TREASURER 0.50 X X 0 0 0 JOSHUA RUCH VICE CHAIR 0.50 X X 0 0 0 BEN VINSON III CHAIR 0.50 X X 0 0 0 ROBERT D NEWMAN DIRECTOR AND PRESIDENT 40.00 X X 457295 0 78808 STEPHANIE TUCKER CHIEF FINANCIAL OFFICER AND VICE PRESIDENT OF OPER 40.00 X X 167121 0 17802 MARGO FRANCIS CHIEF FINANCIAL OFFICER AND OPERATIONS DIRECTOR (F 40.00 X X 96418 0 31572 HEIDI CAMP VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT 40.00 X 164622 0 42234 ANDY MINK VICE PRESIDENT OF EDUCATION PROGRAMS 40.00 X 120508 0 32929 MATTHEW BOOKER VICE PRESIDENT SCHOLARLY PROGRAMS 40.00 X 132925 0 24360 1138889 0 227705 5 0 1 0 0 38092 2470921 19854 2509013 SUMMER RESIDENCIES 611710 395087 395087 TRAININGS AND PODCASTS 611710 39450 39450 434537 9192434 61652 9130782 19854 580 19854 0 0 580 580 580 MISCELLANEOUS 900099 2637 2637 2637 12139201 437174 61652 9131362 1336950 1336950 155750 155750 170250 170250 796910 393254 219451 184205 1601661 1398988 122860 79813 154662 139009 10111 5542 302427 246474 30056 25897 154559 117867 20701 15991 328185 269143 38061 20981 11933 5823 1063 5047 105781 59864 8210 37707 63070 35783 5769 21518 203839 185829 8838 9172 266892 263519 1423 1950 46188 768 44773 647 233922 209790 16643 7489 27675 14613 9960 3102 SEMINARS AND PROGRAMS 73623 71757 1866 DINING 31148 31148 EQUIPMENT RENTAL AND MA 16241 7217 9024 RECRUITMENT AND SELECTI 12999 12999 4950 2940 2010 6099615 5129735 546943 422937 2146517 2045458 1360494 1419376 8807 11340 46116 82514 6932013 4870146 1807391 2061867 17263869 14254890 73693453 61754646 96326647 81630091 235946 322423 113910 195140 349856 517563 X 1815587 2619622 94161204 78492906 95976791 81112528 96326647 81630091 X 6039586 -20891849 -12000 X X 0 1 X 1 0 X 2583725 1604999 1994973 2411832 2509013 11104542 2583725 1604999 1994973 2411832 2509013 11104542 84017 11020525 10120488 4975634 767941 4152493 9192434 29208990 167049 253704 219924 282777 437174 1360628 41674160 0.26440 0.30030 X THE CENTER CONTINUES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FOLLOWING CIRCUMSTANCES:1. HAVING A BOARD OF TRUSTEES DRAWN FROM A WIDE CROSS-SECTION OFUNIVERSITIES AND BUSINESSES ACROSS THE UNITED STATES.2. THE ANNUAL FELLOWSHIP PROGRAM ALSO DRAWS CANDIDATES FROM EVERY AREA OF THE NATION.3. THE CENTER PROVIDES PRIMARY AND SECONDARY RESOURCES FOR HISTORY AND HUMANITIES TEACHERS.4. THE CENTER SPONSORS EXHIBITS, PODCASTS, WEBINARS, AND PUBLIC LECTURES.5. THE CENTER MAINTAINS A WEBSITE WHERE ITS' RESOURCES ARE PUBLISHED AND CAN BE ACCESSED, AS WELL AS LISTING VARIOUS FUNDRAISING NEEDS AND PROVIDING THE ABILITY TO DONATE ONLINE. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER PROGRAM INCOME - 2017 AMOUNT: $ 167,049. 2018 AMOUNT: $ 253,704. 2019 AMOUNT: $ 219,924. 2020 AMOUNT: $ 282,777. 2021 AMOUNT: $ 437,174. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91757647 260218 -11699414 1662950 2397050 76258451 73737831 230500 21359316 1459514 2110486 91757647 71922291 500 5222040 1419883 1987117 73737831 74990506 12000 976185 1498216 2227784 330400 71922291 73704929 20000 5183577 1342600 2575400 74990506 0.71570 0.28430 0 0 2204490 2204490 0 2857933 1121079 1736854 1463739 1301476 162263 405851 243101 162750 2061867 TIFF KEYSTONE AND CENTERSTONE FUNDS 61754646 F 61754646 -8752648 -20891849 -20891849 12139201 0 12139201 6111615 12000 12000 6099615 0 6099615 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE VARIOUS PROGRAMS OF THE CENTER INCLUDING FELLOWSHIPS, PUBLIC PROGRAMS, EDUCATION, AND GENERAL OPERATIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT 12,000. 1 EUROPE 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 99500 SOUTH AMERICA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 25000 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING FUNDS PROVIDED TO ORGANIZATIONS AND INDIVIDUALS FOR THE FELLOWS PROGRAM HELD IN THE UNITED STATES. 35000 0 0 0 0 0 0 159500 0 159500 FELLOWSHIP STIPENDS SOUTH ASIA 1 5000 CHECK 1 0 0 1 0 0 PART I, LINE 2: FUNDS ARE NOT PAID UNTIL THE FELLOW IS IN THE US COMPLETING THE TERMS OF THE FELLOWSHIP. PART I, LINE 3: ENDOWMENT FUNDS ARE USED TO SUPPORT THE VARIOUS PROGRAMS OF THE CENTER INCLUDING FELLOWSHIPS, PUBLIC PROGRAMS, EDUCATION, AND GENERAL OPERATIONS. PART III ACCOUNTING METHOD: 1 DUKE UNIVERSITY 2200 WEST MAIN STREET DURHAM NC 27705 560532129 501(C)(3) 111600 0 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 174 COUNTRY CLUB ROAD CHAPEL HILL NC 27599 566001393 501(C)(3) 147500 0 FELLOWSHIP STIPENDS PRAIRIE VIEW A & M UNIVERSITY 100 UNIVERSITY DRIVE PRAIRIE VIEW TX 77446 760336834 501(C)(3) 80000 0 FELLOWSHIP STIPENDS NORTH CAROLINA CENTRAL UNIVERSITY 1800 FAYETTEVILLE STREET DURHAM NC 27707 566000730 501(C)(3) 80000 0 FELLOWSHIP STIPENDS XAVIER UNIVERSITY OF LOUISIANA 1 DREXEL DRIVE NEW ORLEANS LA 70125 720635884 501(C)(3) 80000 0 FELLOWSHIP STIPENDS SPELMAN COLLEGE 350 SPELMAN LN SW ATLANTA GA 30314 580566243 501(C)(3) 55000 0 FELLOWSHIP STIPENDS TEXAS TECH UNIVERSITY 2500 BROADWAY LUBBOCK TX 79409 752668014 501(C)(3) 34000 0 FELLOWSHIP STIPENDS GRINNELL COLLEGE 1115 8TH AVENUE GRINNELL IA 50112 420680387 501(C)(3) 31250 0 FELLOWSHIP STIPENDS UNIVERSITY OF CALIFORNIA DAVIS 1 SHIELDS AVENUE DAVIS CA 95616 946036494 501(C)(3) 60500 0 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 501(C)(3) 35000 0 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1400 SPRING GARDENT STREET GREENSBORO NC 27412 566001468 501(C)(3) 35000 0 FELLOWSHIP STIPENDS SOUTHEAST MISSOURI STATE UNIVERSITY 1 UNIVERSITY PLAZA CAPE GIRARDEAU MO 63701 431291797 501(C)(3) 40000 0 FELLOWSHIP STIPENDS UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 590624458 501(C)(3) 45000 0 FELLOWSHIP STIPENDS TEXAS A & M UNIVERSITY 400 BIZZELL STREET COLLEGE STATION TX 77843 746000531 501(C)(3) 45500 0 FELLOWSHIP STIPENDS COLLEGE OF HOLY CROSS 1 COLLEGE STREET WORCESTER MA 016102395 042103558 501(C)(3) 48750 0 FELLOWSHIP STIPENDS UNIVERSITY OF COLORADO BOULDER 552 UCB BOULDER CO 80309 846000555 501(C)(3) 65000 0 FELLOWSHIP STIPENDS SWARTHMORE COLLEGE 500 COLLEGE AVENUE SWARTHMORE PA 19081 231352683 501(C)(3) 46500 0 FELLOWSHIP STIPENDS ILLINOIS STATE UNIVERSITY 100 N UNIVERSITY STREET NORMAL IL 617900001 376014070 501(C)(3) 37000 0 FELLOWSHIP STIPENDS SOUTHERN METHODIST 6425 BOAZ LANE DALLAS TX 752051977 750800689 501(C)(3) 28750 0 FELLOWSHIP STIPENDS DELAWARE STATE 1200 N DUPONT HWY DOVER DE 19901 510305893 501(C)(3) 25000 0 FELLOWSHIP STIPENDS GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE FAIRFAX VA 22030 541603842 501(C)(3) 35000 0 FELLOWSHIP STIPENDS UNIVERSITY OF TEXAS AT AUSTIN 100 INNER CAMPUS DRIVE AUSTIN TX 78705 746000203 501(C)(3) 113000 0 FELLOWSHIP STIPENDS 22 0 FELLOWSHIP STIPENDS 4 155750 PART I, LINE 2: FELLOWSHIP STIPENDS ARE PROVIDED TO INDIVIDUALS TO PARTICIPATE IN THE CENTER'S RESIDENTIAL FELLOWSHIP PROGRAM TO HELP DEFRAY THEIR COSTS WHILE ON SABBATICAL LEAVE. X 0 0 0 0 0 0 0 0 0 ROBERT D NEWMAN DIRECTOR AND PRESIDENT 457295 0 0 0 0 0 57162 0 21646 0 536103 0 0 0 HEIDI CAMP VICE PRESIDENT OF INSTITUTIONAL ADVA 164622 0 0 0 0 0 20578 0 21656 0 206856 0 0 0 STEPHANIE TUCKER CHIEF FINANCIAL OFFICER AND VICE PRE 167121 0 0 0 0 0 16190 0 1612 0 184923 0 0 0 MATTHEW BOOKER VICE PRESIDENT SCHOLARLY PROGRAMS 132925 0 0 0 0 0 13292 0 11068 0 157285 0 0 0 ANDY MINK VICE PRESIDENT OF EDUCATION PROGRAMS 120508 0 0 0 0 0 12051 0 20878 0 153437 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE CHIEF FINANCIAL OFFICER. THE CFO THEN DISCUSSES THIS INFORMATION WITH THE AUDIT COMMITTEE AND PRESENTS THE FORM 990 TO THE FULL BOARD OF DIRECTORS. THE BOARD THEN PROVIDES A RECOMMENDATION TO EITHER ACCEPT OR MAKE CHANGES TO THE DRAFT FORM 990. THE FINAL SIGNED FORM 990 IS THEN SENT TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CENTER HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS PROVIDED TO OFFICERS, TRUSTEES, AND EMPLOYEES ANNUALLY. OFFICERS, TRUSTEES, AND EMPLOYEES ARE REQUIRED TO VERBALLY DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THESE INTERESTS ARE DISCUSSED DURING BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR SENIOR STAFF IS APPROVED BY THE PERSONNEL COMMITTEE. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DECIDED BY THE BOARD CHAIR AND APPROVED BY THE PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT -12,000. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES EVALUATES THE AUDITING FIRM ANNUALLY AND MAKES RECOMMENDATIONS FOR THE CURRENT YEAR AUDITORS FOR THE BOARD TO APPROVE.