2022-06-30T12:38:28-05:00 2021-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-10-01 521792608 NATIONAL ARCHIVES FOUNDATION NATI 2023575221 700 PENNSYLVANIA AVENUE NW NO WASHINGTON DC 204080001 PATRICK M MADDEN EXECUTIVE DIRECTOR 2023575221 2022-06-30 1 PATRICK MADDEN 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z PATRICK M MADDEN 700 PENNSYLVANIA AVENUE NW NO G12 WASHINGTON DC 204080001 14667534 0 X WWW.ARCHIVESFOUNDATION.ORG X 1992 DC SEE PART III, LINE 1. 40 40 39 40 0 0 2811236 7570048 159020 17525 231517 786175 512571 561288 3714344 8935036 286405 129017 0 0 2542819 1831559 0 0 676399 1447411 1651207 4276635 3611783 -562291 5323253 8649245 14544421 1417243 1515045 7232002 13029376 X THE FOUNDATION WAS CREATED TO SUPPORT THE ARCHIVIST OF THE UNITED STATES IN THE DEVELOPMENT OF PROGRAMS, TECHNOLOGY, PROJECTS AND MATERIALS THAT WILL INTRODUCE THE ARCHIVES AND INTERPRET ITS HOLDINGS TO INDIVIDUALS AROUND THE WORLD. 0 0 732607 560858 NATIONAL ARCHIVES STORE: THE NATIONAL ARCHIVES STORE PLAYS A VITAL ROLE IN FULFILLING THE MISSION OF THE NATIONAL ARCHIVES FOUNDATION. AS THE EXCLUSIVE GIFT SHOP OF THE NATIONAL ARCHIVES MUSEUM, THE NATIONAL ARCHIVES STORE SUPPORTS EXHIBITION AND EDUCATIONAL MESSAGING THROUGH THE DEVELOPMENT AND PRESENTATION OF HIGH-QUALITY MERCHANDISE HIGHLIGHTING THE HOLDINGS OF THE NATIONAL ARCHIVES. ALL PROCEEDS HELP SUPPORT NATIONAL ARCHIVES EXHIBITS, PUBLIC PROGRAMS, AND EDUCATIONAL INITIATIVES ACROSS THE COUNTRY. 907836 MUSEUM ACTIVITIES: MUSEUM ACTIVITIES ARE INTENDED TO SUPPORT AUDIENCE DEVELOPMENT, BRANDING AND PROMOTION OF THE NATIONAL ARCHIVES, AS WELL AS VOLUNTEER PROGRAMS. ACTIVITIES INCLUDE: THE JULY 4TH CELEBRATION AND MANY OTHERS. 188191 111917 EDUCATION: TEACHERS AND STUDENTS FROM AROUND THE COUNTRY PARTICIPATED IN WORKSHOPS AND VIDEO CONFERENCES THROUGH THE FOUNDATION SUPPORTED THE BOEING LEARNING CENTER. PARTICIPATING IN THESE WORKSHOPS AND VIDEOS, STUDENTS AND TEACHERS LEARN HOW TO USE THE NATIONAL ARCHIVES RECORDS IN THE CLASSROOM. THE FOUNDATION ALSO HELPED THE NATIONAL ARCHIVES MAINTAIN ITS DOCSTEACH WEBSITE AND SUPPORTS NATIONAL HISTORY DAY ACTIVITIES. 28395 17100 10125 EXHIBITIONS: DURING THE CURRENT FISCAL YEAR, THE LAWRENCE F. O'BRIEN GALLERY "RIGHTFULLY HERS: AMERICAN WOMEN AND THE VOTE" EXHIBIT PROVIDED AN OVERVIEW OF THE EVENTS LEADING UP AND FOLLOWING THE PASSING OF THE 19TH AMENDMENT. 75 THEATER PROGRAMS: THE WILLIAM G. MCGOWAN THEATER, BUILT AND SUPPORTED BY THE FOUNDATION, IS WASHINGTON, DC'S PREMIER VENUE FOR FREE DOCUMENTARY FILMS, AUTHOR LECTURES, AND PANEL DISCUSSIONS EXPLORING HISTORICAL AND CURRENT EVENTS. 130582 7400 RONALD REAGAN LIBRARY: THE RONALD REAGAN LIBRARY PROJECT IS THE SITUATION ROOM: WASHINGTON'S CABINET IS A NEW SCENARIO FOR THE SITUATION ROOM EXPERIENCE SERIES OF EDUCATIONAL SIMULATIONS. THE SCENARIO IS A JOINT PROJECT BETWEEN THE RONALD REAGAN PRESIDENTIAL LIBRARY AND GEORGE WASHINGTON'S MOUNT VERNON AND IS DESIGNED TO BE IMPLEMENTED AT BOTH LOCATIONS. THE SIMULATION WILL ACCOMMODATE 20-40 HIGH SCHOOL PARTICIPANTS AND WILL FIT WITHIN A THREE-HOUR VISITATION WINDOW, INCLUDING NINETY MINUTES OF "LIVE PLAY." THE SCENARIO SERVES HIGH SCHOOL PARTICIPANTS AS A BASELINE BUT WILL BE A REWARDING EXPERIENCE FOR UNDERGRADUATES AND ADULT GROUPS ALIKE. THE SCENARIO IS AN 18TH CENTURY FOREIGN POLICY CRISIS SET DURING AMERICA'S FIRST "SITUATION ROOM" IN THE FORM OF PRESIDENT GEORGE WASHINGTON'S CABINET. PLAYERS TAKE ON A ROLE FROM THE ERA OF THE FOUNDING FATHERS AND ACT TO SAVE THE COUNTRY FROM BEING CONSUMED BY A WORLD WAR. WE THE PEOPLE CAMPAIGN: IN PREPARATION FOR THE 250TH ANNIVERSARY OF THE DECLARATION OF INDEPENDENCE (2026), THE WE THE PEOPLE CAMPAIGN IS THE FOUNDATIONS INVESTMENT TO BRING THE DOCUMENTS AND RESOURCES OF THE NATIONAL ARCHIVES TO ALL AMERICANS. IT SEEKS TO TRANSFORM THE PUBLIC'S UNDERSTANDING OF AMERICAN DEMOCRACY THROUGH NEW PROGRAMS, EXHIBITS, EDUCATIONAL RESOURCES FOR EDUCATORS, AND INTERACTIVE SIMULATIONS FOR STUDENTS. 159052 17100 17525 1987686 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X PATRICK M MADDEN 2023575222 700 PENNSYLVANIA AVENUE NW RM G12 WASHINGTON DC 204080001 JAMES J BLANCHARD CHAIR AND PRESIDENT 5.00 X X 0 0 0 RODNEY E SLATER VICE CHAIR 2.00 X X 0 0 0 JACQUELINE B MARS VICE PRESIDENT 2.00 X X 0 0 0 ROBERT MOSBACHER JR VICE PRESIDENT 2.00 X X 0 0 0 LUCINDA ROBB VICE PRESIDENT 2.00 X X 0 0 0 ROSS O SWIMMER TREASURER 2.00 X X 0 0 0 MARILYNN WOOD HILL SECRETARY 2.00 X X 0 0 0 MICHAEL R BESCHLOSS DISTINGUISHED HISTORIAN 1.50 X 0 0 0 A'LELIA BUNDLES DIST. HISTORIAN & IMMED. PAST PRES. 1.50 X 0 0 0 KEN BURNS DISTINGUISHED HISTORIAN 1.50 X 0 0 0 KEVIN BROWN BOARD MEMBER 1.50 X 0 0 0 STEVEN W CAPLE BOARD MEMBER 1.50 X 0 0 0 ANNE S CHAO BOARD MEMBER 1.50 X 0 0 0 JAMES W CICCONI BOARD MEMBER 1.50 X 0 0 0 PETER CUNEO BOARD MEMBER 1.50 X 0 0 0 TERRI FARIELLO BOARD MEMBER 1.50 X 0 0 0 LAURIE FULTON BOARD MEMBER 1.50 X 0 0 0 LAURA GATES BOARD MEMBER 1.50 X 0 0 0 MARY GRAHAM BOARD MEMBER 1.50 X 0 0 0 FRUZSINA M HARSANYI BOARD MEMBER 1.50 X 0 0 0 DAVID JACOBSON BOARD MEMBER 1.50 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.50 X 0 0 0 TIM KEATING BOARD MEMBER 1.50 X 0 0 0 CAMERON F KERRY BOARD MEMBER 1.50 X 0 0 0 ZINA KRAMER BOARD MEMBER 1.50 X 0 0 0 FAY HARTOG-LEVIN BOARD MEMBER 1.50 X 0 0 0 JON LIEBMAN BOARD MEMBER 1.50 X 0 0 0 BRAD MELTZER BOARD MEMBER 1.50 X 0 0 0 WILLIAM H MINOR BOARD MEMBER 1.50 X 0 0 0 MARY C MOYNIHAN BOARD MEMBER 1.50 X 0 0 0 LAWRENCE F O'BRIEN III BOARD MEMBER 1.50 X 0 0 0 SOLEDAD O'BRIEN BOARD MEMBER 1.50 X 0 0 0 BRUCE RAMER BOARD MEMBER 1.50 X 0 0 0 REBECCA BOGGS ROBERTS BOARD MEMBER 1.50 X 0 0 0 SUSAN P ROBERTS BOARD MEMBER 1.50 X 0 0 0 DEBORAH RATNER SALZBERG BOARD MEMBER 1.50 X 0 0 0 RILEY TEMPLE BOARD MEMBER 1.50 X 0 0 0 MARJORIE B TIVEN BOARD MEMBER 1.50 X 0 0 0 DAVID E WEISMAN BOARD MEMBER 1.50 X 0 0 0 THOMAS E WHEELER BOARD MEMBER 1.50 X 0 0 0 PATRICK M MADDEN EXECUTIVE DIRECTOR 45.00 X 252831 0 7035 STEVE JENKINS SENIOR DIRECTOR OF FINANCE 40.00 X 106157 0 11156 JIM DOUMAS DEPUTY EXECUTIVE DIRECTOR 40.00 X 178312 0 7010 FRANCK CORDES PROJECT DIRECTOR, CAPITAL CAMPAIGN 40.00 X 108494 0 7606 CANEIL MCDONALD SR. DIR., SPECIAL EVENTS 40.00 X 104792 0 4156 LAURA GIROUX DEPUTY DIRECTOR, CAPITAL CAMPAIGN 40.00 X 103277 0 4987 MATTHEW BANKS SR. DIR., DEVELOPMENT (UNTIL 7/21) 40.00 X 102143 0 4673 956006 0 46623 7 0 1 0 C&G PARTNERS 116 EAST 16TH STREET NEW YORK NY 10003 DESIGN SERVICES 331922 CORTINA PRODUCTIONS 1651 OLD MEADOW ROAD MCLEAN VA 22102 MEDIA DESIGN 121919 2 359311 575255 6635482 185601 7570048 EXHIBITION REVENUE 900099 10125 10125 ADMISSION FEES 900099 7400 7400 17525 605007 605007 179 179 5286987 5105819 181168 181168 181168 1187537 626679 560858 560858 MISCELLANEOUS 900099 251 251 251 8935036 578383 0 786605 X 128017 128017 1000 1000 574614 574614 1049288 541967 62945 444376 3000 3000 77712 40277 22743 14692 126945 50827 41663 34455 31522 11552 16212 3758 156207 34435 121772 904899 814448 2157 88294 117408 117408 297849 197161 18797 81891 6620 2167 4453 676 435 241 17835 17835 15642 15642 32060 32060 MERCHANT FEES 43966 19699 22657 1610 MISCELLANEOUS 8842 3881 4961 EQUIPMENT 7690 7176 514 FUNDRAISING FEES 6136 6136 3855 1594 1074 1187 3611783 1987686 947698 676399 X 227319 370373 844899 515559 135722 2587902 273526 979198 619894 41699 39211 241829 214325 43146 27504 6377262 10110452 8649245 14544421 347137 360014 69122 32832 543729 661564 457255 460635 1417243 1515045 X 2209497 4652385 5022505 8376991 7232002 13029376 8649245 14544421 5323253 474121 0 X 0 1 X 1 0 X 6523558 3673682 3779679 2811236 7570048 24358203 347563 357990 357990 363189 147612 1574344 6871121 4031672 4137669 3174425 7717660 25932547 6941054 18991493 15342 71539 123862 145360 605186 961289 19159 12289 11096 440 251 43235 26937071 12690883 0.70500 0.86610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3192953 535618 3728571 3025511 187512 20070 3192953 3549704 120152 494345 150000 3025511 4038681 71500 36881 597358 3549704 4038681 4038681 0.00000 0.73750 0.26250 0 0 241829 214325 27504 27504 X 9989613 474121 663325 1137446 8852167 82869 82869 8935036 4192239 663325 663325 3528914 82869 82869 3611783 PART V, LINE 4: THE INVESTMENT EARNINGS MUST BE USED FOR THE ONGOING SUPPORT OF THE RONALD REAGAN LIBRARY PROJECT: THE SITUATION ROOM. PART X, LINE 2: FOR THE YEAR ENDED SEPTEMBER 30, 2021, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 MUSEUM OF NEW MEXICO FOUNDATION 1411 PASEO DE PERALTA SANTA FE NM 87501 850202503 501(C)(3) 111867 SUPPORT FOR THE IDA PROJECT 1 0 PART I, LINE 2: EACH YEAR, THE FOUNDATION AND NARA AGREE TO THE PROJECTS AND THE FUNDS REQUIRED FOR THESE PROJECTS. NO MONITORING OF THESE GRANTS IS REQUIRED. THIS YEAR, ONLY THE NON NARA GRANTS LISTED ABOVE WERE ISSUED, BUT THEY WERE ALL MADE IN CONJUNCTION WITH NARA. X X 0 0 0 0 0 0 0 0 0 PATRICK M MADDEN EXECUTIVE DIRECTOR 252831 0 0 0 0 0 0 0 7035 0 259866 0 0 0 JIM DOUMAS DEPUTY EXECUTIVE DIRECTOR 178312 0 0 0 0 0 0 0 7010 0 185322 0 0 0 X 9 185601 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE. UPON THE DETERMINATION OF THE ACCURACY OF THE DRAFT, IT WAS SENT TO THE AUDIT COMMITTEE FOR APPROVAL. ONCE APPROVED BY THE COMMITTEE, THE FINAL FORM 990 WAS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY EACH MEMBER OF THE BOARD OF DIRECTORS AND A CONFLICT OF INTEREST COMPLIANCE STATEMENT IS SIGNED ANNUALLY. THE EMPLOYEES REVIEW THE POLICY AND SIGN A COMPLINACE STATEMENT UPON HIRE AND DURING AN ANNUAL PERFORMANCE REVIEW. UPON THE FIRST KNOWLEDGE BY AN INTERESTED PERSON THAT NAF, THE BOARD OR A COMMITTEE IS CONSIDERING OR HAS CONSIDERED A TRANSACTION OR ARRANGEMENT WITH AN ENTITY OR INDIVIDUAL WITH WHICH THE INTERESTED PERSON HAS AN INTEREST, THE INTERESTED PERSON DISCLOSES THE EXISTENCE AND NATURE OF HIS/HER INTEREST TO THE COMMITTEE. THE INTERESTED PERSON ALSO RECUSES HIMSELF/HERSELF FROM VOTING ON THIS MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE CONDUCT SALARY RESEARCH ON COMPARABLE INDUSTRY AND SIMILAR-SIZED NONPROFIT ORGANIZATIONS. THE FINDINGS OF THESE RESULTS ARE PRESENTED TO OFFICERS OF THE BOARD FOR RECOMMENDATIONS AND THE PROCESS IS DOCUMENTED. A SIMILAR PROCESS IS CONDUCTED ANNUALLY BY THE EXECUTIVE DIRECTOR FOR THE DIRECTOR OF FINANCE OF THE ORGANIZATION, ALONG WITH OTHER DIRECTORS OF THE FOUNDATION. ALL REVIEWS ARE DOCUMENTED AND PLACED INTO THE RESPECTIVE PERSONNEL FILE. THE LAST SALARY REVIEW TOOK PLACE IN OCTOBER 2021. 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. FORM 990, PART IX, LINE 11G DESIGN SERVICES: PROGRAM SERVICE EXPENSES 94. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 321,779. MANAGEMENT AND GENERAL EXPENSES 2,157. FUNDRAISING EXPENSES 48,464. TOTAL EXPENSES 372,400. MUSEUM RENOVATION CONSULTING: PROGRAM SERVICE EXPENSES 492,575. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 39,830. TOTAL EXPENSES 532,405. FORM 990, PART X, LINE 24: ON MAY 5, 2020, THE FOUNDATION RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $457,255 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. THE FOUNDATION USED THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS MET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. ON DECEMBER 9, 2020, THE FOUNDATION RECEIVED FULL FORGIVENESS OF THIS LOAN AND APPEARS ON THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS AS AN OTHER ITEM CALLED EXTINGUISHMENT OF LOAN PAYABLE. ON FEBRUARY 23, 2021, THE FOUNDATION RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $460,635 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS UNTIL THE AMOUNT OF FORGIVENESS IS DETERMINED. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. THE FOUNDATION INTENDS TO USE THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS WILL MEET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. THE FOUNDATION INTENDS TO APPLY FOR FORGIVENESS AFTER COMPLETING THE 24 WEEK PERIOD. IF FORGIVENESS IS GRANTED, THE FOUNDATION WILL RECORD REVENUE FROM DEBT EXTINGUISHMENT DURING THE PERIOD THAT FORGIVENESS WAS APPROVED.