2022-06-27T18:41:52-05:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 237424418 FOUNDATION FOR ADVANCEMENT IN CONSERVATION FOUN 2024529545 727 15TH STREET NW 500 WASHINGTON DC 20005 LISSA ROSENTHAL-YOFFE EXECUTIVE DIRECTOR 2024529545 2022-06-27 1 LISSA ROSENTHAL-YOFFE 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ERYL P WENTWORTH 727 15TH STREET NW 500 WASHINGTON DC 20005 2688633 0 X WWW.CULTURALHERITAGE.ORG X 1973 DC SEE PART III, LINE 1. 11 11 0 11 0 0 1193351 1651498 28590 55714 113788 274059 -2176 9612 1333553 1990883 381755 431203 0 0 577476 570987 21375 0 63063 874400 833181 1855006 1835371 -521453 155512 7905956 8492434 870792 791666 7035164 7700768 X TO UNDERTAKE AND UNDERWRITE PROGRAMS AND INITIATIVES TO ADVANCE THE CONSERVATION PROFESSION IN ALL ITS FACETS, TO SUPPORT CONSERVATION EDUCATION AND CAREER DEVELOPMENT, AND TO APPLY THE EXPERTISE OF THE PROFESSION IN ADDRESSING THE NATION'S ARTISTIC, CULTURAL, AND HISTORIC PRESERVATION PRIORITIES. 0 0 689546 26709 OUTREACH - THE COLLECTIONS ASSESSMENT FOR PRESERVATION (CAP) PROGRAM IS ADMINISTERED BY FAIC UNDER A COOPERATIVE AGREEMENT WITH THE INSTITUTE OF MUSEUM AND LIBRARY SERVICES (IMLS). PARTICIPATING MUSEUMS RECEIVE SUPPORT FOR A GENERAL CONSERVATION ASSESSMENT FROM A QUALIFIED COLLECTIONS ASSESSOR AND A BUILDING ASSESSOR. THE TWO ASSESSORS WORK COLLABORATIVELY TO PROVIDE INSTITUTIONS WITH RECOMMENDATIONS FOR IMPROVED COLLECTIONS CARE. NINETY-EIGHT MUSEUMS RECEIVED SUPPORT IN 2021.IN 2014, FAIC BEGAN OPERATING CONNECTING TO COLLECTIONS CARE, AN ONLINE COMMUNITY AND PROFESSIONAL DEVELOPMENT RESOURCE FOR SMALL AND MID-SIZED MUSEUMS, WITH FUNDING FROM IMLS. THIS COMMUNITY OFFERS AN AVERAGE OF 12 FREE WEBINARS AND TWO LOW-COST COURSES PER YEAR. THE PROGRAM ALSO SUPPORTS A MODERATED FORUM WITH MORE THAN 3,300 SUBSCRIBERS THAT PROVIDES COLLECTIONS CARE GUIDANCE TO MUSEUM STAFF.IN 2009, FAIC STEPPED FORWARD TO ENSURE CONTINUATION OF CONSERVATION ON LINE (COOL), INCLUDING THE INTERNATIONALLY RESPECTED CONSDISTLIST, AFTER STANFORD UNIVERSITY ENDED ITS SUPPORT. MORE THAN 10,400 PROFESSIONALS FROM AROUND THE WORLD SUBSCRIBE TO COOL'S GLOBAL CONSERVATION FORUM (FORMERLY KNOWN AS THE CONSERVATIONDISTLIST). 554327 283800 29005 PROFESSIONAL DEVELOPMENT & EDUCATION - WORKSHOPS AND EDUCATIONAL SESSIONS ARE A KEY PART OF FAIC'S PROGRAMS. IN ADDITION TO OFFERING WORKSHOPS AT THE AIC ANNUAL MEETING, WHICH DRAWS MORE THAN 1,200 ATTENDEES EACH YEAR, FAIC PRODUCES PROFESSIONAL DEVELOPMENT PROGRAMS THROUGHOUT THE YEAR AT VARIOUS LOCATIONS. THESE EVENTS RANGE FROM WEEKLONG, LAB-BASED WORKSHOPS ON SPECIFIC TREATMENT TECHNIQUES TO ON-LINE PROGRAMS ON EQUITY AND INCLUSION TOPICS. FAIC CREATED NEW CURRICULA TO FILL GAPS IN TRAINING, INCLUDING A SERIES OF ONLINE COURSES. IN 2021, DESPITE LIMITATIONS ON GATHERINGS DUE TO THE PANDEMIC, FAIC PRESENTED AND CO-SPONSORED 17 IN-PERSON AND ONLINE EVENTS THAT REACHED 2,150 PROFESSIONALS. FAIC AWARDED $283,800 IN PROFESSIONAL DEVELOPMENT SCHOLARSHIPS AND POST-GRADUATE FELLOWSHIPS IN 2021. 210575 141410 9620 RESEARCH & PUBLICATIONS - FAIC PUBLISHES INFORMATION OF INTEREST TO THE CONSERVATION AND PRESERVATION COMMUNITIES ON ITS WEB PAGES, SUCH AS SURVEY RESULTS AND OTHER RESEARCH. FAIC VIDEOS ON DISASTER RESPONSE AND OTHER TOPICS ARE MADE AVAILABLE THROUGH FAIC'S LEARNING PORTAL AND ON THE AIC YOUTUBE ACCOUNT. FAIC PARTNERED WITH THE NATIONAL ENDOWMENT FOR THE HUMANITIES TO CONDUCT THE "HELD IN TRUST" PROJECT, WHICH EXAMINES THE CURRENT STATE OF AND FUTURE RECOMMENDATIONS FOR CONSERVATION AND PRESERVATION IN ADVANCE OF THE 250TH ANNIVERSARY OF THE SIGNING OF THE DECLARATION OF INDEPENDENCE. THE LIFE CYCLE ASSESSMENT PROJECT LOOKS AT COMMON PROCESSES AND ACTIVITIES OF COLLECTING INSTITUTIONS AND THEIR ENVIRONMENTAL AND HEALTH IMPACTS. FAIC PUBLISHES THE FIELD GUIDE TO EMERGENCY RESPONSE AND THE EMERGENCY RESPONSE AND SALVAGE WHEEL, ESSENTIAL RESOURCES FOR COLLECTING INSTITUTIONS AFTER DISASTERS. FAIC ADMINISTERS THE FAIC/SAMUEL H KRESS CONSERVATION PUBLICATION FELLOWSHIPS, WHICH HAVE RESULTED IN AT LEAST 31 NEW PUBLICATIONS SINCE 1994. FAIC ALSO OPERATES AN ORAL HISTORY PROJECT, WHICH DOCUMENTS THE HISTORY OF CONSERVATION THROUGH INTERVIEWS. 119896 5993 EMERGENCY PREPAREDNESS, RESPONSE, & RECOVERY - FAIC MANAGES SEVERAL EMERGENCY INITIATIVES THAT SUPPORT EFFORTS IN ALL PHASES OF DEALING WITH EMERGENCIES, FROM PREPAREDNESS TO RESPONSE AND RECOVERY. AN ANNUAL MAYDAY CAMPAIGN ENCOURAGES COLLECTING INSTITUTIONS TO UNDERTAKE EMERGENCY PLANNING ACTIVITIES DURING THE MONTH OF MAY. A TEAM OF OVER ONE HUNDRED TRAINED PROFESSIONALS CALLED THE NATIONAL HERITAGE RESPONDERS (NHR) PROVIDES EXPERT ASSISTANCE TO INSTITUTIONS THAT EXPERIENCE DAMAGE FROM EMERGENCIES. FAIC HAS TRAINED ADDITIONAL REGIONAL RESPONSE TEAMS IN SEATTLE, MIAMI, HOUSTON, SAVANNAH, AND OTHER CITIES. THE ALLIANCE FOR RESPONSE PROGRAM IS A NATIONAL INITIATIVE THAT ENCOURAGES CONNECTIONS BETWEEN CULTURAL INSTITUTIONS AND THEIR LOCAL EMERGENCY PROFESSIONALS IN 36 LOCATIONS AROUND THE COUNTRY. 119896 5993 1574344 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 90 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 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 X LISSA ROSENTHAL-YOFFE 2024529545 727 15TH STREET NW 500 WASHINGTON DC 20005 PETER TRIPPI PRESIDENT 1.00 0.00 X X 0 0 0 THOMAS FR CLARESON VICE PRESIDENT 1.00 0.00 X X 0 0 0 INGRID BOGEL SECRETARY 1.00 0.00 X X 0 0 0 ELMER EUSMAN TREASURER 1.00 2.00 X X 0 0 0 L EDEN BURGESS DIRECTOR (UNTIL 5/2021) 1.00 0.00 X 0 0 0 SUZANNE DAVIS DIRECTOR 1.00 3.00 X 0 0 0 MARGARET HOLBEN ELLIS DIRECTOR (UNTIL 5/2021) 1.00 3.00 X 0 0 0 BOB MITCHELL DIRECTOR 1.00 0.00 X 0 0 0 ANNELIEN BRUINS DIRECTOR 1.00 0.00 X 0 0 0 KATJA ZIGERLIG DIRECTOR 1.00 0.00 X 0 0 0 DEBRA HESS NORRIS DIRECTOR 1.00 0.00 X 0 0 0 DANIELLE AMATO-MILLIGAN DIRECTOR 1.00 0.00 X 0 0 0 CORINA ROGGE DIRECTOR (FROM 5/2021) 1.00 2.00 X 0 0 0 ERYL P WENTWORTH EXECUTIVE DIRECTOR 18.75 18.75 X 0 148830 25013 ERIC POURCHOT INSTITUTIONAL ADVANCEMENT DIRECTOR 36.50 1.00 X 0 112733 23282 0 261563 48295 0 0 1 0 0 21100 1153084 477314 22730 1651498 WORKSHOPS 900099 55714 55714 55714 101092 101092 869107 696140 172967 172967 172967 11230 1610 9620 9620 OTHER INCOME 900099 -8 -8 -8 1990883 65334 0 274051 X 421203 421203 10000 10000 86921 29553 50414 6954 389864 307870 51224 30770 17261 13816 2078 1367 41886 33400 5231 3255 35055 24995 7301 2759 28766 5000 23766 14861 14861 568164 552680 15224 260 40716 24331 11873 4512 51193 41802 5421 3970 86554 73730 9616 3208 8516 8516 94 94 5428 4913 386 129 MISCELLANEOUS 17070 16625 445 DUES 11819 5910 30 5879 1835371 1574344 197964 63063 212608 151466 340331 314006 1245066 1116394 85825 146023 5978 4369 1622 20660 18850 18688 2113 162 1956240 2430359 3968183 4224664 87990 84331 7905956 8492434 96931 84775 6025 15155 5324 875 110329 652183 690861 870792 791666 X 641726 985086 6393438 6715682 7035164 7700768 7905956 8492434 155512 510092 0 X 0 1 X 1 1 1 X 2178912 1626188 2914670 1193351 1651498 9564619 2178912 1626188 2914670 1193351 1651498 9564619 2156283 7408336 506108 38236 50713 43105 101092 739254 2837 2066 3351 177 -8 8423 10312296 456596 0.71840 0.69760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 92718 830224 1 1 4588259 125000 519787 263898 4969148 4072180 75000 621397 180318 4588259 3591340 100000 569825 188985 4072180 4227614 100000 -395532 340742 3591340 3809482 577247 24900 134215 4227614 0.00000 0.62060 0.37940 0 0 18850 18688 162 162 TIFF MULTIASSET FUND - NON PUBLICLY TRADED 4224664 F 4224664 DUE TO AIC 690861 690861 X 2490774 510092 3050 513142 1977632 14861 -1610 13251 1990883 1825170 3050 3050 1822120 14861 -1610 13251 1835371 PART V, LINE 4: PERMANENT ENDOWMENTS MAINTAINED BY THE ORGANIZATION REMAIN IN PERPETUITY AND THE EARNINGS MAY BE USED TO FUND PROFESSIONAL DEVELOPMENT PROGRAMS AND ACTIVITIES, SCHOLARSHIPS, AND GRANTS IN ACCORDANCE WITH DONOR INTENT FOR USE OF THE ENDOWMENT EARNINGS. PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2021, AIC 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 CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE -1,610. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE -1,610. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. 1 CCAHA 264 SOUTH 23RD STREET PHILADELPHIA PA 19103 232047295 501(C)(3) 37000 0 CONSERVATION FELLOWSHIP JOHNS HOPKINS UNIVERSITY 3400 N CHARLES ST MSE LIBRARY BALTIMORE MD 21218 520595110 501(C)(3) 37000 0 CONSERVATION FELLOWSHIP INDIANAPOLIS MUSEUM OF ART 4000 MICHIGAN ROAD INDIANAPOLIS IN 46208 350867955 501(C)(3) 37000 0 CONSERVATION FELLOWSHIP AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK WEST NEW YORK NY 10024 136162659 501(C)(3) 37000 0 CONSERVATION FELLOWSHIP MUSEUM AT THE FASHION INSTITUTE OF TECHNOLOGY SEVENTH AVENUE AT 27TH STREET NEW YORK NY 10001 135675757 501(C)(3) 37000 0 CONSERVATION FELLOWSHIP YALE CENTER FOR BRITISH ART 1080 CHAPEL STREET NEW HAVEN CT 06520 060646973 501(C)(3) 37000 0 CONSERVATION FELLOWSHIP CLEVELAND MUSEUM OF ART 11150 EAST BOULEVARD CLEVELAND OH 44106 340714336 501(C)(3) 37000 0 CONSERVATION FELLOWSHIP PRATT INSTITUTE 200 CENTRAL PARK WEST NEW YORK NY 11205 111630822 501(C)(3) 48474 0 SUBAWARD NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 82936 0 SUBAWARD 9 0 KRESS PUBLICATION GRANT 1 10000 PART I, LINE 2: GRANTS TO INDIVIDUALS IN THE UNITED STATES: GRANT AND SCHOLARSHIP RECIPIENTS ARE SELECTED THROUGH A RATING SYSTEM PROVIDED BY A PANEL OF AT LEAST THREE INDEPENDENT EXPERTS IN APPROPRIATE FIELDS. PROJECTS AND BUDGETS ARE EVALUATED AGAINST PUBLISHED CRITERIA. RECIPIENTS ARE REQUIRED TO SUBMIT A REPORT OF THEIR ACTIVITY, INCLUDING DETAILS OF EXPENDITURES. AWARDS FOR ATTENDANCE AT AIC OR FAIC EVENTS ARE CHECKED AGAINST ROSTERS. PUBLICATION FELLOWSHIPS ARE AWARDED IN THREE PAYMENTS - AN INITIAL PAYMENT OF 1/3 UPON SELECTION; 1/3 ON SUBMISSION OF APPROXIMATELY 1/2 THE MANUSCRIPT, AND THE FINAL 1/3 UPON RECEIPT AND REVIEW OF THE COMPLETED MANUSCRIPT. GRANTS TO ORGANIZATIONS IN THE UNITED STATES: GRANT AND SCHOLARSHIP RECIPIENTS ARE SELECTED THROUGH A RATING SYSTEM PROVIDED BY A PANEL OF AT LEAST THREE INDEPENDENT EXPERTS IN APPROPRIATE FIELDS. PROJECTS AND BUDGETS ARE EVALUATED AGAINST PUBLISHED CRITERIA. RECIPIENT ORGANIZATIONS ARE REQUIRED TO SUBMIT A REPORT OF THEIR ACTIVITY, INCLUDING DETAILS OF EXPENDITURES, CONTACT INFORMATION FOR PARTICIPANTS AND EVENT EVALUATIONS (IF APPLICABLE). 0 0 0 0 0 0 0 0 0 ERYL P WENTWORTH EXECUTIVE DIRECTOR 0 148830 0 0 0 0 0 7604 0 17409 0 173843 0 0 PART I, LINE 3 FAIC COMPENSATION IS PAID BY RELATED ORGANIZATION, AIC. AIC USED THE FOLLOWING METHODS IN ESTABLISHING THE COMPENSATION OF THE EXECUTIVE DIRECTOR: - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, THE AMERICAN INSTITUTE FOR CONSERVATION OF HISTORIC AND ARTISTIC WORKS. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER APPOINTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE SOLE AUTHORITY TO MODIFY THE BYLAWS OF THE ORGANIZATION, ADOPT NEW BYLAWS IN PLACE OF ANY PROVISIONS DELETED, AND TO APPROVE ANY DECISIONS DEEMED NECESSARY AND/OR REQUIRED BY LAW. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CPA AND REVIEWED AND APPROVED BY MANAGEMENT. THE EXECUTIVE DIRECTOR REVIEWS, APPROVES, AND SIGNS THE RETURN. A COPY IS PROVIDED TO THE BOARD OF DIRECTORS ELECTRONICALLY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ANNUAL DISCLOSURE OF POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. EACH YEAR, FAIC BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY. EACH BOARD MEMBER AFFIRMS ON A WRITTEN FORM THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTAND THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. IN ADDITION, ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE ADDRESSED DURING THE YEAR AS NEEDED AND APPROPRIATE ACTION IS TAKEN BY THE BOARD OF DIRECTORS. AS A MATTER OF POLICY, THE ORGANIZATION DOES NOT ALLOW TRANSACTIONS BETWEEN THE ORGANIZATION AND INTERESTED PARTIES WHICH COULD RESULT IN AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR OF THE ORGANIZATION IS A PAID EMPLOYEE OF THE AMERICAN INSTITUTE FOR CONSERVATION OF HISTORIC AND ARTISTIC WORKS (AIC), A RELATED 501(C)(6) ORGANIZATION. THE ORGANIZATION SHARES ALL STAFF, FACILITIES AND OTHER COSTS WITH AIC. THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS ESTABLISHED BY THE BOARD OF DIRECTORS OF HER EMPLOYER, AIC, AND WAS ORIGINALLY ESTABLISHED BASED ON MARKET BASED DATA AT THE TIME OF HIRE FOR EXECUTIVE DIRECTORS OF ORGANIZATIONS OF SIMILAR SIZE AND SCOPE AND WITHIN BUDGETARY CONSTRAINTS OF THE ORGANIZATION. THE AIC ALLOCATES THE SALARY AND BENEFITS OF THE EXECUTIVE DIRECTOR BETWEEN THE ORGANIZATIONS BASED ON TIMESHEETS. THE LAST COMPENSATION REVIEW TOOK PLACE DECEMBER 2021. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT MADE PUBLICLY AVAILABLE UNLESS REQUIRED BY LAW OR AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART IX, LINE 11G TRANSCRIPTION SERVICES: PROGRAM SERVICE EXPENSES 3,561. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,561. ASSESSMENT FEES: PROGRAM SERVICE EXPENSES 263,840. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 263,840. OTHER: PROGRAM SERVICE EXPENSES 285,279. MANAGEMENT AND GENERAL EXPENSES 15,224. FUNDRAISING EXPENSES 260. TOTAL EXPENSES 300,763. AMERICAN INSTITUTE FOR CONSERVATION 727 15TH STREET NW STE 500 WASHINGTON DC 20005 237291856 MEMBERSHIP ORGANIZATION DC 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 AMERICAN INSTITUTE FOR CONSERVATION C 21100 ACTUAL COST AMERICAN INSTITUTE FOR CONSERVATION N 151828 ACTUAL COST AMERICAN INSTITUTE FOR CONSERVATION O 532310 ACTUAL COST AMERICAN INSTITUTE FOR CONSERVATION P 570602 ACTUAL COST AMERICAN INSTITUTE FOR CONSERVATION Q 144527 ACTUAL COST