2023-11-07T10:48:29-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 530205923 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATI 2028793365 1776 D STREET NW WASHINGTON DC 200065303 CHERYL LYNN EDWARDS TREASURER GENERAL 2028793365 2023-11-06 1 CHERYL LYNN EDWARDS 999009999 0 ROBERT WILLIAMS P01345960 5712279500 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAMELA R WRIGHT 1776 D STREET NW WASHINGTON DC 200065303 34606127 0 1050 X WWW.DAR.ORG X 1896 DC PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 84 84 189 4775 151295 36867 15811455 17685007 3116338 3030593 6508117 3420480 3089095 5391410 28525005 29527490 2251476 2304088 0 0 9025757 9773274 728495 0 1348219 9402920 12058062 21408648 24135424 7116357 5392066 232564820 203784359 6607442 5116126 225957378 198668233 X THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) WAS ESTABLISHED TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE. THE SOCIETY ACHIEVES THIS OBJECTIVE THROUGH PROGRAMS WHICH ENCOURAGE HISTORICAL RESEARCH AND PUBLICATION, PRESERVATION OF HISTORICAL RELICS AND DOCUMENTS, EDUCATION AND PROMOTION OF PATRIOTIC ENDEAVORS. 0 0 5306947 HISTORIC PRESERVATION:NSDAR MAINTAINS A MUSEUM FOR THE PURPOSE OF COLLECTION, EXHIBITING, AND PRESERVING OBJECTED RELATED TO THE AMERICAN REVOLUTION. THE MUSEUM IS OPEN TO MEMBERS AND THE GENERAL PUBLIC FREE OF CHARGE. NSDAR'S AMERICAN COLLECTION INCLUDES MANUSCRIPTS AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NSDAR ALSO MAINTAINS CONSTITUTION HALL AND AUDITORIUM DEDICATED TO THE US CONSTITUTION. 5301232 263895 HISTORICAL AND GENEALOGY RESEARCH:THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) MAINTAINS AN EXTENSIVE GENEALOGICAL LIBRARY FOR PURPOSES OF RESEARCH. THE LIBRARY CONTAINS APPROXIMATELY 225,000 VOLUMES, AS WELL AS MANY UNPUBLISHED TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. 3338322 2304088 995206 EDUCATION:NSDAR MAKES CONTRIBUTIONS TO FOUR SCHOOLS IN THE APPALACHIAN AREA, ONE IN NEW ENGLAND, AND HAS TWO GRANT PROGRAMS THAT PROVIDES GRANTS TO CLASSROOM TEACHERS IN ALL FIFTY STATES AND WASHINGTON, DC. NSDAR AWARDS SCHOLARSHIPS IN: (1) HISTORY, (2) GOVERNMENT, (3) MEDICINE, (4) BUSINESS, (5) LAW, (6) CHEMISTRY, (7) NURSING, (8) OCCUPATIONAL THERAPY, (9) MUSIC, (10) ENGLISH, AND (11) MATH. NSDAR ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHLY MAGAZINE FOCUSING ON: (1) AMERICAN HISTORY, (2) HISTORIC PRESERVATION, (3) PATRIOTISM, AND (4) EDUCATION. 1497415 5666059 BOARD PROJECTS: THIS PROGRAM INCLUDES ACTIVITIES TARGETED FOR ACTION BY THE PRESIDENT GENERAL. THE MOST RECENT PROJECT INVOLVES THE ONGOING PRESERVATION, RESTORATION AND IMPROVEMENT OF THE NSDAR COMPLEX OF HISTORIC BUILDINGS AND THE COLLECTIONS THEREIN, SUPPORTING CHAPTERS, ADVANCING DAR'S TECHNOLOGICAL CAPABILITIES IN SUPPORT OF ITS MISSION, FUNDING COMMUNITY GRANTS FOR HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM, AND IMPROVING NSDAR'S FINANCIAL STABILITY THROUGH PROMOTION OF ESTABLISHED PROGRAMS. 1497415 5666059 15443916 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 28 0 189 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 84 84 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OR PA RI SC TN UT WI WV X CHRISTOPHER T FORBERG 2028473365 1776 D STREET NORTHWEST WASHINGTON DC 200065303 DENISE VANBUREN PRESIDENT GENERAL UNTIL 6/30 40.00 X X 30000 0 0 PAMELA WRIGHT PRESIDENT GENERAL FROM 7/1 40.00 X X 30000 0 0 VIRGINIA SEBASTIAN STORAGE FIRST VICE PRESIDENT GENERAL 20.00 X X 0 0 0 PAMELA BORK CHAPLAIN GENERAL 20.00 X X 0 0 0 VIRGINIA LINGELBACH CHAPLAIN GENERAL 20.00 X X 0 0 0 PEGGY CARNEY TROXELL RECORDING SECRETARY GENERAL 20.00 X X 0 0 0 LANABETH HORGEN RECORDING SECRETARY GENERAL 20.00 X X 0 0 0 KATHRYN WALKER WEST CORRESPONDING SECRETARY GENERAL 20.00 X X 0 0 0 JANET MCFARLAND CORRESPONDING SECRETARY GENERAL 20.00 X X 0 0 0 VIRGINIA SEBASTIAN STORAGE ORGANIZING SECRETARY GENERAL 20.00 X X 0 0 0 NANCY WRIGHT ORGANIZING SECRETARY GENERAL 20.00 X X 0 0 0 DAWN CRUMLY LEMONGELLO TREASURER GENERAL 20.00 X X 0 0 0 CHERYL EDWARDS TREASURER GENERAL 20.00 X X 0 0 0 PATSY MCFALL REGISTRAR GENERAL 20.00 X X 0 0 0 RHONDA KREN REGISTRAR GENERAL 20.00 X X 0 0 0 LAURA MCCRILLIS KESSLER HISTORIAN GENERAL 20.00 X X 0 0 0 SUZANNE HESKE HISTORIAN GENERAL 20.00 X X 0 0 0 CYNTHIA SWEENEY LIBRARIAN GENERAL 20.00 X X 0 0 0 CYNTHIA MCNAMARA LIBRARIAN GENERAL 20.00 X X 0 0 0 JANET WHITTINGTON CURATOR GENERAL 20.00 X X 0 0 0 SUSAN METZGER CURATOR GENERAL 20.00 X X 0 0 0 CYNTHIA PARNELL REPORTER GENERAL 20.00 X X 0 0 0 JUNELLE MONGNO REPORTER GENERAL 20.00 X X 0 0 0 CHARLOTTE STOUT REYNOLDS VICE PRESIDENT GENERAL - 2019-2022 (SLOT 1) 4.00 X 0 0 0 CYNTHIA CLEVELAND MCNAMARA VICE PRESIDENT GENERAL - 2019-2022 (SLOT 2) 4.00 X 0 0 0 NANCY CHRISTINE SCHIRM WRIGHT VICE PRESIDENT GENERAL - 2019-2022 (SLOT 3) 4.00 X 0 0 0 MALINDA HORNER DAVIS VICE PRESIDENT GENERAL - 2019-2022 (SLOT 4) 4.00 X 0 0 0 CAROL PATTERSON SCHWENK VICE PRESIDENT GENERAL - 2019-2022 (SLOT 5) 4.00 X 0 0 0 JUDY NEWELL MASON VICE PRESIDENT GENERAL - 2019-2022 (SLOT 6) 4.00 X 0 0 0 ZORA MCGUFFEE OLSSON VICE PRESIDENT GENERAL - 2019-2022 (SLOT 7) 4.00 X 0 0 0 LESLIE R MILLER VICE PRESIDENT GENERAL - 2020-2023 (SLOT 1) 4.00 X 0 0 0 HOLLY STONE BLAIR VICE PRESIDENT GENERAL - 2020-2023 (SLOT 2) 4.00 X 0 0 0 JEANNINE ANGLE DOBBINS VICE PRESIDENT GENERAL - 2020-2023 (SLOT 3) 4.00 X 0 0 0 CYNTHIA BEALL SUICH VICE PRESIDENT GENERAL - 2020-2023 (SLOT 4) 4.00 X 0 0 0 ADELE ELLISOR LANCASTER VICE PRESIDENT GENERAL - 2020-2023 (SLOT 5) 4.00 X 0 0 0 SUSAN LEAKE HARVEY HOLT VICE PRESIDENT GENERAL - 2020-2023 (SLOT 6) 4.00 X 0 0 0 SUE SUTHERS ALLEN VICE PRESIDENT GENERAL - 2020-2023 (SLOT 7) 4.00 X 0 0 0 TAMMY CLEMONS VICE PRESIDENT GENERAL - 2021-2024 (SLOT 1) 4.00 X 0 0 0 KAY YARBROUGH VICE PRESIDENT GENERAL - 2021-2024 (SLOT 2) 4.00 X 0 0 0 SUSAN TILLMAN VICE PRESIDENT GENERAL - 2021-2024 (SLOT 3) 4.00 X 0 0 0 ELIZABETH BILLHAM VICE PRESIDENT GENERAL - 2021-2024 (SLOT 4) 4.00 X 0 0 0 MAUREEN TIPTON VICE PRESIDENT GENERAL - 2021-2024 (SLOT 5) 4.00 X 0 0 0 CAROLE WEISS VICE PRESIDENT GENERAL - 2021-2024 (SLOT 6) 4.00 X 0 0 0 LAEL MARLOW VICE PRESIDENT GENERAL - 2021-2024 (SLOT 7) 4.00 X 0 0 0 CECILE WIMBERLY VICE PRESIDENT GENERAL - 2022-2025 (SLOT 1) 4.00 X 0 0 0 LEANN FETHEROLF TURBYFILL VICE PRESIDENT GENERAL - 2022-2025 (SLOT 2) 4.00 X 0 0 0 ELIZABETH WATKINS VICE PRESIDENT GENERAL - 2022-2025 (SLOT 3) 4.00 X 0 0 0 CANDANCE CAIN VICE PRESIDENT GENERAL - 2022-2025 (SLOT 4) 4.00 X 0 0 0 CHARLOTTE WHITE VICE PRESIDENT GENERAL - 2022-2025 (SLOT 5) 4.00 X 0 0 0 HELLEN POLK VICE PRESIDENT GENERAL - 2022-2025 (SLOT 6) 4.00 X 0 0 0 PATRICE BIRNER VICE PRESIDENT GENERAL - 2022-2025 (SLOT 7) 4.00 X 0 0 0 MARYBETH GROVES STATE REGENT - AK 4.00 X 0 0 0 PATRICE DONNELLY STATE REGENT - AL 4.00 X 0 0 0 GRETCHEN ALECE MAGEE STATE REGENT - AR 4.00 X 0 0 0 SALLIE LOVORN STATE REGENT - AR 4.00 X 0 0 0 MORGAN ELLIOTT STATE REGENT - AZ 4.00 X 0 0 0 GALE MARKLEY STATE REGENT - AZ 4.00 X 0 0 0 SUSAN ABBOTT BRODERICK STATE REGENT - CA 4.00 X 0 0 0 SHARON LEE MAAS STATE REGENT - CA 4.00 X 0 0 0 COLLEEN JOYCE STATE REGENT - CO 4.00 X 0 0 0 CHRISTY ANDERSON HENDRIE STATE REGENT - CT 4.00 X 0 0 0 LISA MELLAND STATE REGENT - CT 4.00 X 0 0 0 CINDY SHELTON HAYS STATE REGENT - DC 4.00 X 0 0 0 ELIZABETH HICKS STATE REGENT - DC 4.00 X 0 0 0 GLORIA ANN CONTE LESTER STATE REGENT - DE 4.00 X 0 0 0 BARBARA SENINGEN STATE REGENT - DE 4.00 X 0 0 0 DEBORAH DUAY STATE REGENT - FL 4.00 X 0 0 0 BETTY HARRAH STATE REGENT - GA 4.00 X 0 0 0 JANE ELLEN MORROW MANN STATE REGENT - HI 4.00 X 0 0 0 JULENE IGNACIO STATE REGENT - HI 4.00 X 0 0 0 MARLA LOUISE HUEBLER SUTER STATE REGENT - IA 4.00 X 0 0 0 EDITH BRUNIA STATE REGENT - IA 4.00 X 0 0 0 CATHERINE MCCLINTICK STATE REGENT - ID 4.00 X 0 0 0 DEBBY COE STATE REGENT - IL 4.00 X 0 0 0 CHERYL BAXTER STATE REGENT - IN 4.00 X 0 0 0 SUSAN THERESA LEE METZGER STATE REGENT - KS 4.00 X 0 0 0 REBECCA KLINE STATE REGENT - KS 4.00 X 0 0 0 CAROL JUNE DOAK ROGOW STATE REGENT - KY 4.00 X 0 0 0 LINDA CONRADT STATE REGENT - KY 4.00 X 0 0 0 CHARLOTTE HODGE WELCH WHITE STATE REGENT - LA 4.00 X 0 0 0 CHERYL GOTT STATE REGENT - LA 4.00 X 0 0 0 PAULA PRATT RENKAS STATE REGENT - MA 4.00 X 0 0 0 MERNIE CRANE STATE REGENT - MD 4.00 X 0 0 0 BEVERLY ANN FOSTER ROBBINS STATE REGENT - ME 4.00 X 0 0 0 MARY FELTON STATE REGENT - ME 4.00 X 0 0 0 KELLY VANWORMER STATE REGENT - MI 4.00 X 0 0 0 KATHLEEN HUSTON STATE REGENT - MN 4.00 X 0 0 0 JOAN ELIZABETH LEEPER MAGEE STATE REGENT - MO 4.00 X 0 0 0 RENEE POPE PACE STATE REGENT - MO 4.00 X 0 0 0 HELLEN HICKS POLK STATE REGENT - MS 4.00 X 0 0 0 CYNTHIA MAGNUM STATE REGENT - MS 4.00 X 0 0 0 LEIGH HAISLIP SPENCER STATE REGENT - MT 4.00 X 0 0 0 JENNIFER BUCKLEY STATE REGENT - MT 4.00 X 0 0 0 ANNA CHOI STATE REGENT - NC 4.00 X 0 0 0 SANDRA ELIZABETH SIDLER STATE REGENT - ND 4.00 X 0 0 0 ANNE SCHURIG MUIR STATE REGENT - ND 4.00 X 0 0 0 CANDACE J CAIN STATE REGENT - NE 4.00 X 0 0 0 MARCIA SHA VLIK STATE REGENT - NE 4.00 X 0 0 0 PATRICIA MARIE JACKSON STATE REGENT - NH 4.00 X 0 0 0 KATHLEEN ADAIR STERNENBERG STATE REGENT - NH 4.00 X 0 0 0 BONNIE SUE NEVARD MATTHEWS STATE REGENT - NJ 4.00 X 0 0 0 DIANA WAUGH OLIVER STATE REGENT - NJ 4.00 X 0 0 0 PATRICE BARGER STATE REGENT - NM 4.00 X 0 0 0 LORRAINE KATHERINE HORSELL BAGWELL STATE REGENT - NV 4.00 X 0 0 0 CYNTHIA BELL STATE REGENT - NV 4.00 X 0 0 0 PATRICE FLORENCE POWLEY BIRNER STATE REGENT - NY 4.00 X 0 0 0 PAMELA BARRACK STATE REGENT - NY 4.00 X 0 0 0 KATHLEEN ANNE GOBIN DIXON STATE REGENT - OH 4.00 X 0 0 0 SUSAN LEININGER STATE REGENT - OH 4.00 X 0 0 0 TERESA JANE ELLIS CALES STATE REGENT - OK 4.00 X 0 0 0 NANCY LISLE STATE REGENT - OK 4.00 X 0 0 0 DONNA SUE PETERSON DIAL STATE REGENT - OR 4.00 X 0 0 0 NANCY SLAGLE STATE REGENT - OR 4.00 X 0 0 0 ELIZABETH ANNE WALKER WATKINS STATE REGENT - PA 4.00 X 0 0 0 MARGUERITE FRITSCH STATE REGENT - PA 4.00 X 0 0 0 AMANDA LAZARUS STATE REGENT - RI 4.00 X 0 0 0 BONNIBEL MOFFAT STATE REGENT - SC 4.00 X 0 0 0 ROBIN LOUISE DELL FANSLER STATE REGENT - SD 4.00 X 0 0 0 KATHERINE TARRELL STATE REGENT - SD 4.00 X 0 0 0 ROBERTA CECILE WIMBERLEY STATE REGENT - TN 4.00 X 0 0 0 EMILY ROBINSON STATE REGENT - TN 4.00 X 0 0 0 MARCY CARTER-LOVICK STATE REGENT - TX 4.00 X 0 0 0 KATHRYN ASAY STATE REGENT - UT 4.00 X 0 0 0 LEANN FETHEROLF TURBYFILL STATE REGENT - VA 4.00 X 0 0 0 LAURIE NESBITT STATE REGENT - VA 4.00 X 0 0 0 CATHERINE BROUDEUR-JOHNSON STATE REGENT - VT 4.00 X 0 0 0 LAURI J BASSO LANGTON STATE REGENT - WA 4.00 X 0 0 0 CHRISTINE CROWDER STATE REGENT - WA 4.00 X 0 0 0 BRENDA ANN THOLE MAJEWSKI STATE REGENT - WI 4.00 X 0 0 0 SANDRA JEANNE SNOW STATE REGENT - WI 4.00 X 0 0 0 CHERYL C ALEXANDER BROWN STATE REGENT - WV 4.00 X 0 0 0 JANE LARKE STATE REGENT - WV 4.00 X 0 0 0 JEANETTE SEARS HURSMAN STATE REGENT - WY 4.00 X 0 0 0 CLAIRE WHITE STATE REGENT - WY 4.00 X 0 0 0 LAURENCE MICHEL CHATEL DE BRANCION STATE REGENT - XF 4.00 X 0 0 0 MAIRE-LAURENCE DE ROCHEFORT-SIRIEYX STATE REGENT - XF 4.00 X 0 0 0 SANDRA MCKINNON LORIDANS STATE REGENT - XM 4.00 X 0 0 0 STEPHEN NORDHOLT ADMINISTRATOR 40.00 X 173979 0 36536 CHRISTOPHER FORBERG CONTROLLER 40.00 X 137350 0 28844 PATRICIA BREICHNER DIRECTOR OF HUMAN RESOURCES 40.00 X 136246 0 28612 SANDRA POLLACK DEVELOPMENT DIRECTOR 40.00 X 136339 0 28631 VICTOR KUNZE DIRECTOR OF INFORMATION SYSTEMS 40.00 X 130790 0 27466 DAVID COPPEDGE BUILDING SUPERINTENDENT 40.00 X 126376 0 26539 DOMINIQUE KIRKLAND DIRECTOR OF DAR INSIGNIA STORE 40.00 X 109139 0 22919 1010219 0 199547 8 0 1 0 THE CHRISTMAN COMPANY 22560 GLENN DRIVE STERLING VA 201644440 BUILDING RESTORATION 1562198 AMERICA GHC PO BOX 735 SWANSEA MA 02777 PINS/JEWELRY SUPPLIER 1234276 HAMMOCK INC PO BOX 331518 NASHVILLE TN 37203 PUBLISHING 854023 THE CALMARK GROUP 6755 S SAYRE AVE BEDFORD PARK IL 60638 MAILING SERVICES 848050 SIMON BROTHERS 2438 EAST SERGEANT STREET PHILADELPHIA PA 19125 PINS/JEWELRY 796641 14 8390414 9294593 9467 17685007 APPLICATION FEES 900099 1396321 1396321 MAGAZINE REVENUE 541800 1083556 1024665 58891 MEMBER MEETING FEES 900099 286821 286821 RECORD COPY FEES 900099 261585 261585 LIBRARY RESEARCH FEES 900099 2310 2310 3030593 3279409 3279409 32678 32678 1440164 68403 1371761 1371761 1371761 1493244 595799 1499249 448723 -6005 147076 141071 141071 5514571 3062262 2452309 2359905 92404 EVENT AND OTHER INCOME 900099 1534662 1534662 1534662 29527490 6866269 151295 4824919 1918659 1918659 385429 385429 436707 261877 145798 29032 7607064 4561659 2539682 505723 268668 161110 89697 17861 817871 490445 273053 54373 642964 367571 204643 70750 503654 364764 114760 24130 41566 41566 70431 70431 114856 114856 765652 554513 174457 36682 6018839 3688969 1836315 493555 691627 509382 173900 8345 1042629 186965 795334 60330 2223706 1770811 405457 47438 498286 134946 363340 COLLECTIONS ADDITIONS 86816 86816 24135424 15443916 7343289 1348219 8030903 10192703 9217199 6856546 23590 780573 435552 1606331 2443326 387948 272440 66411596 31363535 35684510 35048061 175974469 147619920 859297 915811 232564820 203784359 4102348 2747499 1746387 1848507 4580 754127 520120 6607442 5116126 X 79941436 84267010 146015942 114401223 225957378 198668233 232564820 203784359 5392066 -32681211 0 X 0 1 X 1 0 X 10581640 8631996 15979125 15811455 17685007 68689223 11759902 12291198 5586085 7348905 9819628 46805718 22341542 20923194 21565210 23160360 27504635 115494941 160574 613372 237390 560120 449094 2020550 0 160574 613372 237390 560120 449094 2020550 113474391 4570135 5089062 3589199 3738442 4752251 21739089 -189312 309715 120403 4380823 5398777 3589199 3738442 4752251 21859492 41963 41963 489288 473358 579081 560447 2102174 27211653 26795329 25733490 27459249 32298849 139498570 0.81340 0.80500 0.15670 0.16280 X PART III, SECTION B, LINE 12: THE OTHER INCOME REPRESENTS MANAGEMENT FEES AND MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X X 0 0 1 X 86281572 558986 -14657365 526881 71656312 74747865 648573 11234640 349506 86281572 65958564 458557 8954339 623595 74747865 56003909 1172239 9963513 1181097 65958564 58259070 742601 -1963090 1034672 56003909 0.41000 0.59000 0 0 207420 207420 39310339 7888169 31422170 17985007 15834007 2151000 6006608 5171770 834838 2902222 2469589 432633 35048061 CHARITABLE GIFT ANNUITY 520120 520120 X -3200174 -32681211 -32681211 29481037 114856 -68403 46453 29527490 24088971 68403 68403 24020568 114856 114856 24135424 PART III, LINE 1A: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) ACQUIRES ITS COLLECTIONS, WHICH INCLUDE LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NSDAR'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH AND ARE PROTECTED AND PRESERVED. PART III, LINE 4: NSDAR'S COLLECTIONS INCLUDE LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM LIBRARY AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. PART IV, LINE 2B: NSDAR ACTS AS AN AGENT IN THE DISBURSEMENT OF ENDOWMENT FUNDS RECEIVED FROM DECEASED CONTRIBUTORS FOR SIX SCHOOLS. AS NSDAR DOES NOT HAVE VARIANCE POWER OVER THE DISBURSEMENT OF THESE FUNDS, AMOUNTS HELD FOR THESE SCHOOLS TOTALING $2,000 AT DECEMBER 31, 2022 ARE REFLECTED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE FINANCIAL STATEMENT. PART V, LINE 4: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ENDOWMENT CONSISTS OF MULTIPLE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO PROVIDE FOR THE LONG TERM SUPPORT OF THE ORGANIZATION AND ITS PROGRAMS, INCLUDING GRANTS AND SCHOLORSHIPS. PART X, LINE 2: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS SUBJECT TO TAX ONLY ON ITS NET UNRELATED BUSINESS INCOME. ADDITIONALLY, NSDAR IS EXEMPT FROM INCOME TAXES IN THE DISTRICT OF COLUMBIA. IT HAS BEEN DETERMINED THAT NSDAR IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. NSDAR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NSDAR EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NSDAR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED IN REVENUE -68,403. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED IN REVENUE 68,403. 1 BACONE COLLEGE 2299 OLD BACONE ROAD MUSKOGEE OK 744031568 730590036 501C3 30000 0 EDUCATIONAL GRANT BERRY COLLEGE 2277 MARTHA BERRY HWY NW MT BERRY GA 30149 580566133 501C3 125000 0 EDUCATIONAL GRANT CHEMAWA INDIAN SCHOOL 3700 CHEMAWA RDNE SALEM OR 97305 930735265 501C3 75000 0 EDUCATIONAL GRANT CROSSNORE SCHOOL P O BOX 249 CROSSNORE NC 286160249 352454917 501C3 280291 0 EDUCATIONAL GRANT EASTERN SHORE VIRGINIA HISTORICAL SOCIETY PO BOX 79 ONANCOCK VA 23417 237225383 501C3 10000 0 EDUCATIONAL GRANT GEORGE WASHINGTON FOUNDATION 1201 WASHINGTON AVENUE FREDERICKSBURG VA 224013747 540525507 501C3 24000 0 EDUCATIONAL GRANT HILLSIDE SCHOOL INC 404 ROBIN HILL ROAD MARLBOROUGH MA 01752 042111216 501C3 76409 0 EDUCATIONAL GRANT HINDMAN SETTLEMENT SCHOOL PO BOX 844 HINDMAN KY 41822 610447248 501C3 80900 0 EDUCATIONAL GRANT KATE DUNCAN SMITH SCHOOL 6077 MAIN STREET GRANT AL 35747 630338084 501C3 302852 0 EDUCATIONAL GRANT MARIAN ANDERSON MUSEUM AND HISTORICAL SOCIETY 762 MARTIN STREET PHILADELPHIA PA 19146 232933902 501C3 150000 0 HISTORIC PRESERVATION GRANT MILITARY WOMEN'S MEMORIAL 200 N GLEBE ROAD SUITE 400 ARLINGTON VA 222033755 521513535 501C3 25000 0 EDUCATIONAL GRANT OPERATIONS STAND DOWN RHODE ISLAND 1010 HARTFORD AVENUE JOHNSTON RI 02919 050475772 501C3 20000 0 PATRIOTIC GRANT PROJECT RECOVER 443 FIRST STEET WOODLAND CA 95695 450512575 501C3 10000 0 EDUCATIONAL GRANT SHGTUS 2095 PENNY LANE UNIT B NAPA CA 945593602 311399701 501C3 10000 0 EDUCATIONAL GRANT STEP 4 LIFE COMMUNITY SERVICES POBOX 1790 LOMA LINDA CA 92354 453054331 501C3 30000 0 PATRIOTIC GRANT THE PATRICIA LOCKE FOUNDATION P O BOX 22 WAKPALA SD 576580022 831758257 501C3 14850 0 EDUCATIONAL GRANT TRUST FOR THE NATIONAL MALL 1300 PENNYSYLVANIA AVE NW SUITE 370 WASHINGTON DC 20004 300080738 501C3 250000 0 HISTORIC PRESERVATION GRANT UMOHO NATIONAL PUBLIC SCHOOL 470 MAIN STREET PO BOX 280 MACY NE 69039 363301526 501C3 6000 0 EDUCATIONAL GRANT VETERANS COMMUNITY PROJECT 8900 TROOST AVE KANSAS CITY MO 64131 474960735 501C3 50000 0 PATRIOTIC GRANT VETERANS MULTI-SERVICE CENTER INC 213-217 N 4TH STREET PHILADELPHIA PA 19106 232764079 501C3 25000 0 PATRIOTIC GRANT WOMEN'S MEMORIAL FOUNDATION DEPT 560 WASHINGTON DC 200420560 521513535 501C3 100000 0 EDUCATIONAL GRANT 21 0 CLASSROOM GRANT 102 51000 N/A N/A FRIENDS OF AMERICAN HISTORY 19 19026 N/A N/A GOOD CITIZEN 65 30500 N/A N/A MILITARY 2 903 N/A N/A SCHOLARSHIP 79 284000 N/A N/A PART I, LINE 2: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS. APPLICANTS MUST BE UNITED STATES CITIZENS AND MUST ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES. THE APPLICATION PROCESS IS CONDUCTED WITHOUT REGARD TO RACE, SEX, RELIGION, OR NATIONAL ORIGIN. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY (AS REQUIRED), AND NEED. X X X X 0 0 0 0 0 0 0 0 0 STEPHEN NORDHOLT ADMINISTRATOR 173979 0 0 0 0 0 10433 0 26103 0 210515 0 0 0 CHRISTOPHER FORBERG CONTROLLER 137350 0 0 0 0 0 4326 0 24518 0 166194 0 0 0 SANDRA POLLACK DEVELOPMENT DIRECTOR 136339 0 0 0 0 0 5449 0 23182 0 164970 0 0 0 PATRICIA BREICHNER DIRECTOR OF HUMAN RESOURCES 136246 0 0 0 0 0 8169 0 20443 0 164858 0 0 0 VICTOR KUNZE DIRECTOR OF INFORMATION SYSTEMS 130790 0 0 0 0 0 7841 0 19625 0 158256 0 0 0 DAVID COPPEDGE BUILDING SUPERINTENDENT 126376 0 0 0 0 0 7576 0 18963 0 152915 0 0 0 X 38 9467 PUBLISHED MARKET VALUE X ARCHIVAL 13 0 X COSTUME 23 0 X FURNISHINGS 12 0 X METALS 41 0 X PAINTING 13 0 X PHOTOGRAPHY 4 0 X TEXTILES 11 0 X TOYS 371 0 X WORKS ON PAPER 2 0 0 0 1 0 PART I, LINE 33: NSDAR ACQUIRES ITS COLLECTIONS, WHICH INCLUDE LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NSDAR'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH AND ARE PROTECTED AND PRESERVED. AS PERMITTED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, COLLECTIONS ARE NOT CAPITALIZED OR INCLUDED IN REVENUE BY NSDAR. FORM 990, PART VI, SECTION A, LINE 1A THE TWELVE-MEMBER EXECUTIVE COMMITTEE CONSISTS OF NATIONAL OFFICERS, WHO ARE ALL MEMBERS OF THE NATIONAL BOARD OF MANAGEMENT (NBM). THE COMMITTEE HAS THE AUTHORITY TO MAKE RECOMMENDATIONS TO THE NBM AND PERFORM DUTIES OF THE BOARD BETWEEN MEETINGS, AS DEEMED EXPEDIENT. THE COMMITTEE HAS CHARGE OF ALL INVESTMENTS AND INSURANCE AS WELL AS THE AUTHORITY TO ENTER INTO CONTRACTS AND AGREEMENTS CONCERNING THE BUSINESS OF THE SOCIETY. IT ALSO MAKES RECOMMENDATIONS CONCERNING THE BUDGET TO THE NBM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A CHAPTER OR AS A MEMBER-AT-LARGE. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, EVERY THREE YEARS. ELECTIONS FOR THREE-YEAR TERMS FOR OTHER NBM POSITIONS ARE HELD ANNUALLY ON A ROTATING BASIS AT THE ANNUAL MEETING. OTHER HONORARY OFFICERS ARE ALSO ELECTED BY MEMBERS AT CONTINENTAL CONGRESS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS (STATE AND CHAPTER REGENTS AND DELEGATES) AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, VOTE BY BALLOT UPON QUESTIONS INVOLVING NEW PROJECTS OR SPECIAL APPROPRIATIONS. 300 VOTING MEMBERS CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11B THE DETAILED REVIEW OF FORM 990 WILL BE CONDUCTED BY THE CONTROLLER. THE FINAL DRAFT OF FORM 990 WAS REVIEWED BY ALL MEMBERS OF THE FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT AND THE EXECUTIVE COMMITTEE MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY COVERS ALL NATIONAL BOARD OF MANAGEMENT MEMBERS, AS WELL AS COMMITTEE CHAIRMEN. THOSE COVERED UNDER THE POLICY HAVE A DUTY TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST. ANY DISCLOSED FINANCIAL INTERESTS ARE REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDIT COMMITTEE ALSO QUESTIONS ANY NBM MEMBER WHO MAY HAVE FAILED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF THE COMMITTEE DETERMINES SUCH FAILURE TOOK PLACE, IT IS AUTHORIZED TO TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP MANAGEMENT POSITIONS ARE REVIEWED ANNUALLY WITH THE HUMAN RESOURCES COMMITTEE. IN ADDITION, THE PRESIDENT GENERAL APPROVES ANY COMPENSATION CHANGES FOR TOP MANAGEMENT POSITIONS. A COMPREHENSIVE SALARY STUDY IS CONDUCTED EVERY THREE YEARS. COMPARABILITY DATA IS OBTAINED AND REVIEWED ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBERS WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NSDAR HEADQUARTERS.