2021-06-22T13:16:09-05:00 2020-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-10-01 521792608 NATIONAL ARCHIVES FOUNDATION NATI 2023575221 700 PENNSYLVANIA AVENUE NW NO WASHINGTON DC 204080001 PATRICK M MADDEN EXECUTIVE DIRECTOR 2023575221 2021-06-22 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2019 2022-09-23 18:48:47Z PATRICK M MADDEN 700 PENNSYLVANIA AVENUE NW NO G12 WASHINGTON DC 204080001 5249683 0 X WWW.ARCHIVESFOUNDATION.ORG X 1992 DC SEE PART III, LINE 1. 39 39 40 39 0 0 3779679 2811236 191870 159020 153917 231517 1756555 512571 5882021 3714344 633445 286405 0 0 2565604 2542819 0 0 1176014 3274262 1447411 6473311 4276635 -591290 -562291 8146785 8649245 363110 1417243 7783675 7232002 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 910449 0 621249 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. 522294 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. 454417 286405 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. 157053 159020 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. 15366 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. 319390 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. 491809 159020 2378969 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 40 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 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 MICHAEL POWELL 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 BESCHLOSS BOARD MEMBER 1.50 X 0 0 0 A'LELIA BUNDLES BOARD MEMBER 1.50 X 0 0 0 KEN BURNS BOARD MEMBER 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 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 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 SHARRON HUNT 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 KENNETH G LORE BOARD MEMBER 1.50 X 0 0 0 CAPPY R MCGARR 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 DEOBORAH 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 MADDEN EXECUTIVE DIRECTOR 45.00 X 248962 0 10398 STEVE JENKINS SENIOR DIRECTOR OF FINANCE 40.00 X 102485 0 5597 JIM DOUMAS DEPUTY DIRECTOR 40.00 X 178811 0 13239 MATTHEW BANKS SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 178063 0 5396 ANGELA CATIGANO SENIOR DIRECTOR OF RETAIL & ECOMM. 40.00 X 114104 0 15996 CANEIL MCDONALD SR. DIR., SPECIAL EVENTS & OUTREACH 40.00 X 118690 0 1302 941115 0 51928 6 0 1 0 0 320404 198158 2292674 57228 2811236 EXHIBITION REVENUE 900099 123520 123520 ADMISSION FEES 900099 35500 35500 159020 145190 145190 170 170 769754 683427 86327 86327 86327 26750 198158 136038 -109288 -109288 1337123 715874 621249 621249 MISCELLANEOUS 900099 440 440 440 3714344 780269 0 122839 X 285055 285055 1350 1350 611654 245435 310085 56134 1598807 744645 94298 759864 45090 10708 14409 19973 107206 42915 30257 34034 180062 68589 44829 66644 29836 4739 18747 6350 82839 27556 55283 739172 573225 43293 122654 122433 121564 869 272804 166772 32306 73726 16798 14144 2654 50404 26343 6097 17964 7754 4004 1618 2132 37 37 5224 5099 125 23253 23253 CREDIT CARD FEES 53103 24040 24336 4727 MISCELLANEOUS 18060 8306 9544 210 FUNDRAISING FEES 9664 9664 CATERING 9096 9096 6934 4443 553 1938 4276635 2378969 721652 1176014 X 706353 227319 788510 844899 490391 135722 21417 0 848772 979198 116668 41699 241829 198683 7112 43146 5167562 6377262 8146785 8649245 239269 347137 123841 69122 543729 457255 363110 1417243 X 3246153 2209497 4537522 5022505 7783675 7232002 8146785 8649245 -562291 10618 0 X 0 1 X 1 0 X 4906083 6523558 3673682 3779679 2811236 21694238 337440 347563 357990 357990 363189 1764172 5243523 6871121 4031672 4137669 3174425 23458410 2778390 20680020 15763 15342 71539 123862 145360 371866 2836 19159 12289 11096 440 45820 23876096 14328471 0.86610 0.90690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3025511 187512 20070 3192953 3549704 120152 494345 150000 3025511 4038681 71500 36881 597358 3549704 4038681 4038681 0.00000 0.86130 0.13870 0 0 241829 198683 43146 43146 X 4816610 10618 996947 136038 1143603 3673007 41337 41337 3714344 5368283 996947 136038 1132985 4235298 41337 41337 4276635 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, 2020, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 136,038. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 136,038. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. GALA 2020 224908 198158 26750 77398 58640 224908 198158 26750 77398 58640 136038 -109288 1 NATIONAL ARCHIVES RECORDS AND ADMINISTRATION 700 PENNSYLVANIA AVE NW WASHINGTON DC 20408 GOVERNMENT 282555 NARA PROGRAMS 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. THE NON NARA GRANTS LISTED ABOVE WERE MADE IN CONJUNCTION WITH NARA. X X 0 0 0 0 0 0 0 0 0 PATRICK MADDEN EXECUTIVE DIRECTOR 248962 0 0 0 0 0 7200 0 3198 0 259360 0 0 0 JIM DOUMAS DEPUTY DIRECTOR 178811 0 0 0 0 0 9650 0 3589 0 192050 0 0 0 MATTHEW BANKS SENIOR DIRECTOR OF DEVELOPMENT 178063 0 0 0 0 0 5396 0 0 0 183459 0 0 0 X 5 57228 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 JUNE 2020. 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 1,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,700. FACILITY AND SECURITY: PROGRAM SERVICE EXPENSES 27,065. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 61,337. TOTAL EXPENSES 88,402. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 544,460. MANAGEMENT AND GENERAL EXPENSES 43,293. FUNDRAISING EXPENSES 61,317. TOTAL EXPENSES 649,070. FORM 990, PART X, LINE 23: 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 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. SUBSEQUENT TO YEAR-END, THE LOAN WAS FORGIVEN.