NATIONAL SOCIETY UNITED STATES DAUGHTERS OF 1812: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL SOCIETY UNITED STATES DAUGHTERS OF 1812 (EIN 53-0116360)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-13
- IRS object ID
- 202120729349300642
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-13T18:21:19-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530116360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Society United States Daughters of 1812 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Anne Farley | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2027451812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1461 Rhode Island Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE FARLEY | PersonNm |
| Person Title | Treasurer National | PersonTitleTxt |
| Phone | 2027451812 | PhoneNum |
| Signature | 2021-03-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | FARLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY R CASPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1461 Rhode Island Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $312,111 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 2347 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.usdaughters1812.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1901 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Promote patriotism historic preservation commemorationseducation maintain National Headquarters museum and library re 17841815 period | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $219,482 | PYContributionsGrantsAmt |
| CY Contributions Grants | $234,769 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $74,225 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,485 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,657 | CYInvestmentIncomeAmt |
| PY Other Revenue | $273 | PYOtherRevenueAmt |
| CY Other Revenue | $2,200 | CYOtherRevenueAmt |
| PY Total Revenue | $319,980 | PYTotalRevenueAmt |
| CY Total Revenue | $312,111 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,393 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,583 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,041 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $236,551 | PYOtherExpensesAmt |
| CY Other Expenses | $283,529 | CYOtherExpensesAmt |
| PY Total Expenses | $263,944 | PYTotalExpensesAmt |
| CY Total Expenses | $306,112 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $56,036 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,999 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,771,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,906,571 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,771,186 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,906,571 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To promote patriotism,preserve&increase knowledge of American history through historic preservation,commemorative events,patriotic education & maintain Nat'l HQ, Library & Museum of 1784-1815 period memorabilia | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $191,009 | ExpenseAmt |
| Desc | Restoration, maintenance, and operation of this organization's two historic properties which includes a museum with collections focused on the 1784-1815 period, period rooms and furnishings, and a library for lineage research and collection of histories of the 1784-1815 period. The Museum and Library are available to members and the general public. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,507 | ExpenseAmt |
| Grant | $21,507 | GrantAmt |
| Desc | Donations to 13 qualified historical organizations, public parks, historic sites, and schools that preserve and increase knowledge of the 1784-1815 period. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,800 | ExpenseAmt |
| Grant | $1,076 | GrantAmt |
| Revenue | $17,177 | RevenueAmt |
| Desc | Patriotic education, including distribution of educational materials, medals for ROTC and JROTC students,awards at military service academies, historic markers, and materials for commemorative events. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,195 | ExpenseAmt |
| Desc | Publication and distribution of semi-annual publication that includes history articles and reports of preservation and commemorative activities | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $21,195 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $258,511 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Society United States Daughters of 1812 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027451812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1461 Rhode Island Ave NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARY R CASPER | ||||||
| President National | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANNE B CANNESTRA | ||||||
| 1st VP National | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HELENE K WERNER | ||||||
| 2nd VP National | 2.000 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN F LEININGER | ||||||
| 3rd VP National | 8.000 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHER M SESMA | ||||||
| 4th VP National | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA GALLAGHER | ||||||
| Chaplain National | 8.000 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERTA D JORDAN | ||||||
| Recording Secy Natl | 8.000 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FELICIA C WILT | ||||||
| Corresponding Sec Natl | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNE FARLEY | ||||||
| Treasurer National | 24.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOLENE P DODGE | ||||||
| Registrar National | 39.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| IRENE B WALKER | ||||||
| Historian National | 0.300 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ORA J JOHNSON | ||||||
| Librarian National | 11.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANISUE RIGEL | ||||||
| Curator National | 8.000 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | N | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Membership Dues | $125,525 | MembershipDuesAmt |
| All Other Contributions | $109,244 | AllOtherContributionsAmt |
| Total Contributions | $234,769 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Application fees | 900099 | $23,308 | $23,308 |
| Member certificate fee | 900099 | $5,517 | $5,517 |
| Patriotic activity rec | 900099 | $11,215 | $11,215 |
| Record copy fees | 900099 | $445 | $445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,485 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,657 | TotalRevenueColumnAmt |
| Exclusion | $34,657 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Meeting deposit refund | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,200 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,200 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $312,111 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,685 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $34,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,583 | TotalAmt |
| Program Services | $22,583 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,314 | TotalAmt |
| Program Services | $36,604 | ProgramServicesAmt |
| Management And General | $14,669 | ManagementAndGeneralAmt |
| Fundraising | $5,041 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,385 | TotalAmt |
| Program Services | $563 | ProgramServicesAmt |
| Management And General | $822 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,968 | TotalAmt |
| Program Services | $42,790 | ProgramServicesAmt |
| Management And General | $21,178 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,814 | TotalAmt |
| Program Services | $3,448 | ProgramServicesAmt |
| Management And General | $2,366 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243 | TotalAmt |
| Management And General | $1,243 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,282 | TotalAmt |
| Management And General | $2,282 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Restor.exterior masonry | $62,865 | $62,865 |
| Restor.interior painting | $38,882 | $38,882 |
| Replacement of windows | $29,103 | $29,103 |
| Furnishings & collections | $17,369 | $17,369 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,304 | TotalAmt |
| Program Services | $4,304 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,112 | TotalAmt |
| Program Services | $258,511 | ProgramServicesAmt |
| Management And General | $42,560 | ManagementAndGeneralAmt |
| Fundraising | $5,041 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,053 | BOYAmt |
| EOY | $68,246 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,769 | BOYAmt |
| EOY | $640,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $817,692 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $683,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,290 | BOYAmt |
| EOY | $134,290 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,074 | BOYAmt |
| EOY | $1,063,655 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,186 | BOYAmt |
| EOY | $1,906,571 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $407,845 | BOYAmt |
| EOY | $459,454 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,341 | BOYAmt |
| EOY | $1,447,117 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,186 | BOYAmt |
| EOY | $1,906,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,186 | BOYAmt |
| EOY | $1,906,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,999 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $129,386 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $204,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $219,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $234,769 | CurrentTaxYearAmt |
| Total | $1,091,035 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,485 | CurrentTaxYearAmt |
| Total | $358,734 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $288,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $297,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $294,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $293,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,254 | CurrentTaxYearAmt |
| Total | $1,449,769 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,000 | CurrentTaxYearMinus1YearAmt |
| Total | $48,083 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,000 | CurrentTaxYearMinus1YearAmt |
| Total | $48,083 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,401,686 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,657 | CurrentTaxYearAmt |
| Total | $118,755 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,657 | CurrentTaxYearAmt |
| Total | $118,755 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $306,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $315,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $309,911 | CurrentTaxYearAmt |
| Total | $1,568,524 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89363 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90000 | PublicSupportPY509Pct |
| Investment Income CY | 0.07571 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06800 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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) |
|---|---|---|
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,005,586 | BeginningYearBalanceAmt |
| Contributions | $4,293 | ContributionsAmt |
| Investment Earnings Or Losses | $158,083 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,167,962 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $823,019 | BeginningYearBalanceAmt |
| Contributions | $3,465 | ContributionsAmt |
| Investment Earnings Or Losses | $179,102 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,005,586 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $799,680 | BeginningYearBalanceAmt |
| Contributions | $4,695 | ContributionsAmt |
| Investment Earnings Or Losses | $18,644 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $823,019 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $686,724 | BeginningYearBalanceAmt |
| Contributions | $3,942 | ContributionsAmt |
| Investment Earnings Or Losses | $109,014 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $799,680 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $696,474 | BeginningYearBalanceAmt |
| Contributions | $6,451 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,580 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,621 | AdministrativeExpensesAmt |
| End Year Balance | $686,724 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.78855 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21150 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,290 | OtherCostOrOtherBasisAmt |
| Book Value | $134,290 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $683,402 | OtherCostOrOtherBasisAmt |
| Depreciation | $683,402 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $134,290 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| P3, Ln 4 | The Society's purposes include preserving documents |
| P3, Ln 4 | and relics related to the period 1784-1815 and maintaining at |
| P3, Ln 4 | National Headquarters a library and museum of memorabilia of the 1784-1815 |
| P3, Ln 4 | period. The Society's historic properties include a museum, |
| P3, Ln 4 | library, period rooms, artifacts, & art related to the 1784-1815 period. |
| P3, Ln 1a | The Society does not report receipt of any such items as revenue |
| P3, Ln 1a | and does not report these holdings as assets in its Form 990 |
| P3, Ln 1a | or any other financial statements. |
| P5, Ln 4 | Income from the endowment fund is to be used to maintain and improve |
| P5, Ln 4 | the National Headquarters and to care for other property of the Society |
| P5, Ln 4 | such as the library, collections of historical documents, |
| P5, Ln 4 | antique furnishings and relics, including the acquisition |
| P5, Ln 4 | of additions to same. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | 1812.newspap | Desc |
| Contribution | 22 | ContributionCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| P1, Col B | 22 historical newspapers of the period (number of newspapers) |
| P1, Ln 33 | Society records revenue on a cash basis and does not record |
| P1, Ln 33 | non-cash contributions. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI Line 6 | The Society has approximately 6500 members through chapters, |
| Part VI Line 6 | state societies, and members at large. |
| Part VI Line 7a | Members attending annual Associate Council as voting delegates elect |
| Part VI Line 7a | Executive Officers (the governing board) every three years. |
| Part VI Line 7b | Delegates to Associate Council vote on program initiatives, chartering |
| Part VI Line 7b | and disbanding of chapters, use of insignia, and other matters. |
| Part VI Line 11b | The return was prepared by the Treasurer National, reviewed by the |
| Part VI Line 11b | President National and distributed to the four VPs for review/comment |
| Part VI Line 12c | Written policy is circulated with a questionnaire requiring signature |
| Part VI Line 12c | to all officers annually.Treasurer reviews all expenses for compliance. |
| Part VI Line 19 | Governing documents are available on request to the President National. |
| Part III Line 4d | Expenses: $21195.00 including grants of: $0.00 Revenue: $0.00 |
| Part III Line 4d | Publication and distribution of semi-annual publication that includes |
| Part III | history articles and reports of preservation and commemorative activities |
| Part IX, Line 24e | Commemorative plaque |
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