MOUNT VERNON LADIES ASSOCIATION OF THE UNION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT VERNON LADIES ASSOCIATION OF THE UNION (EIN 54-0564701)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202143129349304774
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T17:16:53-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540564701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOUNT VERNON LADIES' ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | OF THE UNION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 7037802000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 MOUNT VERNON MEMORIAL HIGHWAY | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP L MANNO | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7037802000 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILIP | PersonFirstNm |
| Person Last | MANNO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| 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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE WASHINGTON'S MOUNT VERNON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP L MANNO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 MOUNT VERNON MEMORIAL HIGHWAY | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,137,098 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOUNTVERNON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1853 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON AND EDUCATE VISTORS ABOUT HIS LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 644 | TotalEmployeeCnt |
| Total Volunteers | 221 | TotalVolunteersCnt |
| Total Gross UBI | $571,497 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,779,228 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,927,276 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,493,504 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,758,080 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,203,443 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,712,465 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,774,615 | PYOtherRevenueAmt |
| CY Other Revenue | $3,422,112 | CYOtherRevenueAmt |
| PY Total Revenue | $66,250,790 | PYTotalRevenueAmt |
| CY Total Revenue | $38,819,933 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $573,899 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $219,537 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,862,025 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,000,224 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $172,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $176,950 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,479,010 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,227,996 | PYOtherExpensesAmt |
| CY Other Expenses | $20,461,492 | CYOtherExpensesAmt |
| PY Total Expenses | $50,835,920 | PYTotalExpensesAmt |
| CY Total Expenses | $39,858,203 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,414,870 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,038,270 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $329,146,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $342,045,360 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,599,124 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,113,438 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $302,547,783 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $313,931,922 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE MOUNT VERNON LADIES' ASSOCIATION (THE ASSOCIATION) IS TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON TO THE HIGHEST STANDARDS AND TO EDUCATE VISITORS AND PEOPLE THROUGHOUT THE WORLD ABOUT THE LIFE AND LEGACIES OF GEORGE WASHINGTON, SO THAT HIS EXAMPLE OF CHARACTER AND LEADERSHIP WILL CONTINUE TO INFORM AND INSPIRE FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,731,973 | ExpenseAmt |
| Grant | $219,537 | GrantAmt |
| Revenue | $6,219,400 | RevenueAmt |
| Desc | EDUCATION:AS THE COUNTRY GRAPPLED WITH THE COVID-19 PANDEMIC, CULTURAL INSTITUTIONS WORLDWIDE SAW THEIR DOORS CLOSE TO THE PUBLIC. THE MOUNT VERNON LADIES' ASSOCIATION HAD ALREADY BEEN MAKING INVESTMENTS IN DIGITAL EDUCATION FOR SEVEN YEARS. THE MOUNT VERNON WEBSITE IS ACCESSED ANNUALLY BY MORE THAN 8 MILLION GUESTS. OUR VIRTUAL TOUR AND BE WASHINGTON INTERACTIVES HAVE BEEN VITAL COMPONENTS IN CLASSROOMS AROUND THE COUNTRY, AND WE WERE REGULARLY STREAMING LIVE EVENTS ON OUR FACEBOOK AND YOUTUBE CHANNELS. WHEN MOUNT VERNON CLOSED ITS DOORS TO THE PUBLIC FOR 99 DAYS, THE LONGEST SINCE THE CIVIL WAR, OUR TEAMS QUICKLY EXPANDED OUR DIGITAL PROGRAMMING. WE BEGAN HOSTING DAILY LIVESTREAMS FROM INSIDE THE MANSION, THE MUSEUM, AND THE ESTATE. WE MOVED OUR SYMPOSIUMS, BOOK TALKS, AND LECTURES TO VIRTUAL EVENTS. OUR PROFESSIONAL STAFF CREATED WORKSHOPS ON A WIDE ARRAY OF TOPICS, FROM GARDENING TO LEADERSHIP, AND WE CULTIVATED AND GREW A NATIONAL MEMBERSHIP AUDIENCE THROUGH OUR EXCLUSIVE MEMBERS-ONLY PROGRAMMING.IN TOTAL, MOUNT VERNON HAS HOSTED MORE THAN 153 VIRTUAL EVENTS SINCE MARCH 2020. WE EXPANDED OUR DISTRIBUTION TO INCLUDE TWITTER AND LINKEDIN. WE PIONEERED NEW STRUCTURES FOR INTERACTIVE LECTURES, ALLOWING US TO ASK THE AUDIENCE QUESTIONS AND DISPLAY THEM ON THE STREAM. THIS INCREASED ACCESS, AND PARTICIPATION NOW REGULARLY SEES HUNDREDS OF PEOPLE TUNING IN LIVE AND THOUSANDS OF PEOPLE WATCHING THE EVENT ON-DEMAND AFTER THE EVENT HAS CONCLUDED. TODAY, MOUNT VERNON REACHES MORE PEOPLE DIGITALLY THAN WE CAN ACCOMMODATE IN PERSON AT ANY THEATER AT THE ESTATE. THE ABILITY AND EXPERIENCE GAINED THIS PAST YEAR WILL HAVE A LONG-LASTING IMPACT ON OUR EDUCATION MISSION TO SHARE THE LIFE AND LEGACY OF GEORGE WASHINGTON WITH ALL AMERICANS.MOUNT VERNON'S K-12 EDUCATION TEAM CREATED A VARIETY OF DIGITAL PROGRAMS TO HELP TEACHERS FIND RESOURCES AND INCREASE THEIR OWN CONTENT KNOWLEDGE OF THE 18TH-CENTURY WORLD OF GEORGE WASHINGTON. SEVEN PROGRAM SERIES WERE HOSTED BETWEEN MARCH AND DECEMBER, RANGING FROM MONTHLY HOUR-LONG HAPPY HOURS, TO AN IN-DEPTH THREE-DAY SYMPOSIUM FOCUSED ON SLAVERY IN GEORGE WASHINGTON'S WORLD, TO MULTIWEEK LECTURE SERIES WITH LEADING SCHOLARS. EACH OF THESE PROGRAMS ALLOWED OUR STAFF TO BRING CONTENT, COMPASSION, AND RESOURCES DIRECTLY TO MORE THAN 900 EDUCATORS FROM 47 STATES, AS WELL AS PUERTO RICO AND WASHINGTON, DC. WE ALSO LAUNCHED A WEEKLY LIVESTREAM TO EXPLORE TEACHING WITH MOUNT VERNON RESOURCES THAT AIRED ON MOUNT VERNON'S SOCIAL MEDIA CHANNELS AS "TEACHING TUESDAYS" FROM MARCH THROUGH JUNE AND REACHED MORE THAN 110,000 VIEWERS.IN 2020, MOUNT VERNON FURTHER DEVELOPED ITS RESOURCES AND INTERPRETATION TO ADDRESS ENSLAVEMENT OF PERSONS AT THE ESTATE IN A MEANINGFUL, RELEVANT, AND VISIBLE MANNER. IN THE FIRST FULL YEAR OF THE NEW ROLE OF AFRICAN AMERICAN INTERPRETATION AND SPECIAL PROJECTS COORDINATOR IDENTIFIED AND STRENGTHEN OUR WORK INTERPRETING ENSLAVEMENT BY CREATING INCLUSIVE LEARNING EXPERIENCES AND CONDUCTING OUTREACH TO INDIVIDUALS WHOSE ANCESTORS WERE ENSLAVED AT MOUNT VERNON. THE CREATION OF NEW PROGRAM MODELS AND TRAINING SESSIONS, AS WELL AS A LIVESTREAM SERIES WITH MEMBERS OF THE DESCENDANT COMMUNITY HELPS CONNECT MOUNT VERNON'S 18TH-CENTURY HISTORY TO PEOPLE TODAY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,795,239 | ExpenseAmt |
| Desc | HISTORIC PRESERVATION AND COLLECTIONS:IN 2020, THE CLOSURE OF THE ESTATE FOR SEVERAL MONTHS AND LIMITED REOPENING OF THE MANSION PROVIDED AN UNEXPECTED OPPORTUNITY FOR MOUNT VERNON'S PRESERVATION AND CURATORIAL STAFF TO ADVANCE THE REFURBISHMENT OF THE SECOND-FLOOR BEDROOM KNOWN TO THE WASHINGTONS AS THE YELLOW ROOM. THE HIGH VALUES ASSIGNED IN GEORGE WASHINGTON'S PROBATE INVENTORY IDENTIFIED THE BED AND FURNISHINGS AS THE FINEST FROM ANY OF THE HOME'S BEDROOMS, HEADING THE LIST OF GUEST ACCOMMODATIONS. A REPRODUCTION BEDSTEAD DRAPED WITH YELLOW DAMASK TAKES CENTER STAGE IN THE ROOM, CROWNED WITH A DAMASK-COVERED, CARVED CORNICE. THIS IMPRESSIVE DISPLAY IS A PAINSTAKING RE-CREATION OF THE MOST VALUABLE BED ENSEMBLE OWNED BY THE WASHINGTONS. THE RESPLENDENT YELLOW DAMASK DRAPERY IS SET OFF BY A STATELY NEOCLASSICAL STRIPED WALLPAPER, A REPRODUCTION OF THE FASHIONABLE GRISAILLE (GRAY-SCALE DESIGNS) ON YELLOW PAPER LATE 18THCENTURY HOUSEHOLDS OCCASIONALLY PAIRED WITH YELLOW DAMASK SUITES. PERIOD, CARVED GOTHIC-BACK CHAIRS AND A SINUOUS SERPENTINE DRESSING TABLE REPRESENT OTHER ELEMENTS OF THE 1758 SUITE, WHILE A PERIOD BASIN STAND AND A REPRODUCTION PERSIAN-STYLE CARPET STAND AS FURNISHINGS ACQUIRED BY THE WASHINGTONS IN 1774 FROM THE NEIGHBORING FAIRFAX FAMILY MANSION, BELVOIR.THE AUTUMN OF 2020 SAW MOUNT VERNON'S CENTRAL PASSAGE DRAMATICALLY TRANSFORMED BY AN ELEGANT NEOCLASSICAL WALLPAPER, WITH MEDALLION PORTRAITS, GRACEFUL FEMALE STATUETTES, AND FLOWER-FILLED VASES. SEVERAL CLUES LED TO THIS STRIKING ADDITION. WE KNOW FROM GEORGE WASHINGTON'S RECORDS THAT HE HUNG WALLPAPER IN MOST ROOMS OF THE MANSION THAT HAD UNPANELED, PLASTER WALLS. A SMALL FRAGMENT OF WALLPAPER FOUND IN THIS ROOM IN THE 1890S DISPLAYED A CURVING TENDRILA DISTINCTIVE FEATURE OF NEOCLASSICAL ARABESQUE PATTERNS POPULAR IN THE LATE 18TH CENTURY, INSPIRED BY THE DECORATION OF ANCIENT ROMAN WALL MURALS, AND POPULAR FOR HALLWAYS IN THE 1790S. THIS PARTICULAR PATTERN REPRODUCES A DOCUMENTED PAPER PURCHASED IN 1794 FROM THE SAME PHILADELPHIA SUPPLIER THAT WASHINGTON PATRONIZED THREE YEARS LATER. THE WALLPAPER INSTALLATION CONTINUES A MULTIYEAR ROOM RESTORATION THAT BEGAN WITH STRUCTURAL REINFORCEMENT OF THE STAIRCASE IN 2015. IN 2018, THE ARCHITECTURE TEAM RETURNED THE PAINTED WOODWORK TO ITS ORIGINAL 1799 STONE COLOR, BASED ON UPDATED PAINT ANALYSIS, AND THE CURATORIAL TEAM OVERSAW RESTORATION OF THE ORIGINAL GILDED VITRINE CONTAINING THE KEY TO THE BASTILLE.IN MID-SUMMER 2020, WORK WAS COMPLETED ON THE NORTH GARDEN HOUSE. LOCATED IN THE UPPER GARDEN, THIS SMALL OCTAGONAL STRUCTURE WAS BUILT RIGHT AFTER THE REVOLUTIONARY WAR. ITS PRIMARY FUNCTION WAS TO STORE TOOLS AND SEEDS, BUT IT ALSO BRIEFLY SERVED AS A SCHOOLHOUSE FOR WASHINGTON'S STEP-GRANDCHILDREN, NELLY AND WASHY CUSTIS. THE RESTORATION PROJECT PRESENTED A COMPLEX CHALLENGE TO OUR ARCHITECTURAL PRESERVATION TEAM. WHILE THE BUILDING'S 18TH-CENTURY FRAMING SURVIVED, THERE WAS A PRONOUNCED LEVEL OF DETERIORATION THROUGHOUT THE STRUCTURE. ADDING TO THE CHALLENGE, THE INTERIOR PLASTER PRE-DATED THE CIVIL WAR AND CONTAINED SIGNATURES OF 19TH-CENTURY VISITORS. THE TEAM PAINSTAKINGLY REPLACED DETERIORATED FRAMING MEMBERS, ALL WHILE PRESERVING THE INTEGRITY OF THE INTERIOR PLASTER. FINAL EFFORTS INCLUDED WORK ON THE SIDING AND NEW CYPRESS SHINGLES TO ENSURE THE BUILDING IS WEATHER-TIGHT TO PREVENT FUTURE DAMAGE.WE ARE THRILLED TO REPORT THAT IN 2020 MOUNT VERNON HAD THE EXCITING OPPORTUNITY TO PURCHASE THE FINEST PRIVATELY OWNED COLLECTION OF ORIGINAL WASHINGTON ARTIFACTS CAREFULLY STEWARDED BY MARTHA WASHINGTON'S NAMESAKE GRANDDAUGHTER, MARTHA (PATTY) PARKE CUSTIS PETER OF TUDOR PLACE IN GEORGETOWN, AND THEN BY GENERATIONS OF HER DESCENDANTS. THE PETER FAMILY COLLECTION CONTAINS NEARLY 100 REMARKABLE ITEMS, HIGHLIGHTED BY SUCH TREASURES AS MARTHA'S OWN GOLD, ENAMEL, AND DIAMOND-STUDDED WATCH AND HER FRENCH CHAIR; SEVERAL PIECES OF PRESIDENTIAL CHINA; RARE EXAMPLES OF 18TH-CENTURY GLASSWARE; NEOCLASSICAL SILVER TEA WARES; THE DOCUMENTED SILVER AND CORAL BABY'S RATTLE GIVEN BY MARTHA WASHINGTON TO HER FIRST GREAT-GRANDCHILD; THE CHILD'S DRESSING TABLE SENT TO THE WASHINGTONS BY THE MARQUISE DE LAFAYETTE; AND A UNIQUE PORTRAIT PLAQUE DEPICTING GENERAL WASHINGTON IN PORCELAIN, GIVEN TO THE PRESIDENT ON HIS 1790 TOUR OF THE SOUTHERN STATES. THIS UNPARALLELED ASSEMBLAGE PROMISES A TRANSFORMATIONAL IMPACT ON OUR COLLECTION, SCHOLARSHIP, AND INTERPRETATION OF LIFE AT GEORGE AND MARTHA WASHINGTON'S MOUNT VERNON. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,527,212 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 141 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 644 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP L MANNO | PersonNm |
| Phone | 7037802000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 110 | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22121 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS BRADBURN | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $323,113 | $0 | $38,231 | |||
| PHILIP L MANNO | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $239,932 | $0 | $20,710 | |||
| JOSEPH A BONDI | ||||||||
| SVP DEVELOPMENT | 40.00 | $243,387 | $0 | $26,460 | Yes (X) | |||
| SUSAN SCHOELWER | ||||||||
| EXEC. DIR. OF HPC & RHS SR. CURATOR | 40.00 | $184,754 | $0 | $23,245 | Yes (X) | |||
| KEVIN BUTTERFIELD | ||||||||
| EXECUTIVE DIR. WASHINGTON LIBRARY | 40.00 | $181,372 | $0 | $23,823 | Yes (X) | |||
| BEREND OLTMANS | ||||||||
| DIRECTOR OF IT | 40.00 | $167,755 | $0 | $13,563 | Yes (X) | |||
| MATTHEW K BRINEY | ||||||||
| VP OF MEDIA & COMMUNICATIONS | 40.00 | $156,248 | $0 | $21,854 | Yes (X) | |||
| CAROLINA CAMARGO | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $149,183 | $0 | $18,682 | Yes (X) | |||
| WICKENS KAROL | ||||||||
| VP, EDUCATION | 40.00 | $146,569 | $0 | $14,656 | Yes (X) | |||
| TURCOTTE AMELIA | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | $142,404 | $0 | $18,124 | Yes (X) | |||
| SARAH MILLER COULSON | ||||||||
| REGENT | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANN CADY SCOTT | ||||||||
| SECRETARY | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARGARET HARTMAN NICHOLS | ||||||||
| TREASURER | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARY LANG BISHOP | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| ANN HAUNSCHILD BOOKOUT | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| MARIBETH ARMSTRONG BORTHWICK | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| JUDITH WILSON GRANT | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH MEDLIN HALE | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| LUCIA BOSQUI HENDERSON | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| VIRGINIA DAWSON LANE | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| HELEN HERBOTH LAUGHERY | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH ROLLINS MAURAN | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| CAMERON KOCK MAYER | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| CATHERINE HAMILTON MAYTON | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| ANNE NEAL PETRI | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| ANN SHERRILL PYNE | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN STEVENS REEDER | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| LAURA PEEBLES RUTHERFORD | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| ANDREA NOTMAN SAHIN | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| JEAN ARMFIELD SHERRILL | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN MARSHALL TOWNSEND | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| CATHERINE MARLETTE WADDELL | ||||||||
| VICE REGENT | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,934,717 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $219,348 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CDR FUNDRAISING GROUP | |||||
| 16900 SCIENCE DRIVE STE 210 | BOWIE | MD | 20715 | DIRECT MAIL FUNDRAISING SERVICES | $1,256,944 |
| FIRELINE CORPORATION | |||||
| 4506 HOLLINS FERRY ROAD | BALTIMORE | MD | 21227 | FIRE SUPPRESSION AND SYSTEM MAINTENANCE | $540,993 |
| MANA CONSTRUCTION | |||||
| 6401 ROSE HILL DRIVE | ALEXANDRIA | VA | 22310 | GENERAL CONSTRUCTION & MAINT. SUPPORT | $275,566 |
| FIDELITY MECHANCIAL SERVICES | |||||
| 25 LOVETON CIRCLE | SPARKS | MD | 21152 | HVAC REPAIR AND MAINTENANCE | $241,264 |
| JAMES R WALLS CONTRACTING CO INC | |||||
| 7813 DELANO ROAD | CLINTON | MD | 20735 | ROOF REPLACEMENT | $174,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,629,934 | MembershipDuesAmt |
| Fundraising | $844,558 | FundraisingAmt |
| All Other Contributions | $18,452,784 | AllOtherContributionsAmt |
| Noncash Contributions | $7,866,067 | NoncashContributionsAmt |
| Total Contributions | $20,927,276 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES | 900099 | $2,838,542 | $2,838,542 |
| EVENT REVENUE | 900099 | $895,241 | $895,241 |
| CONFERENCES & SYMPOSIA | 900099 | $24,297 | $24,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,758,080 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,290,243 | TotalRevenueColumnAmt |
| Exclusion | $7,290,243 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,109 | TotalRevenueColumnAmt |
| Exclusion | $68,109 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,127,927 | SecuritiesAmt |
| Other | $9,603 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,715,308 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,412,619 | SecuritiesAmt |
| Other | $9,603 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,422,222 | TotalRevenueColumnAmt |
| Exclusion | $3,422,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $211,978 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $844,558 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $251,669 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,691 | TotalRevenueColumnAmt |
| Exclusion | -$39,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,383,005 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,350,188 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,032,817 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,461,320 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $571,497 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $360,877 | TotalRevenueColumnAmt |
| Exclusion | $360,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $360,877 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,819,933 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,219,400 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $571,497 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,101,760 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,204 | TotalAmt |
| Program Services | $93,204 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,333 | TotalAmt |
| Program Services | $126,333 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,209,082 | TotalAmt |
| Program Services | $666,135 | ProgramServicesAmt |
| Management And General | $314,843 | ManagementAndGeneralAmt |
| Fundraising | $228,104 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,324,251 | TotalAmt |
| Program Services | $11,874,784 | ProgramServicesAmt |
| Management And General | $1,332,648 | ManagementAndGeneralAmt |
| Fundraising | $1,116,819 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,107 | TotalAmt |
| Program Services | $194,259 | ProgramServicesAmt |
| Management And General | $8,082 | ManagementAndGeneralAmt |
| Fundraising | $2,766 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,071,519 | TotalAmt |
| Program Services | $1,682,087 | ProgramServicesAmt |
| Management And General | $219,054 | ManagementAndGeneralAmt |
| Fundraising | $170,378 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,190,265 | TotalAmt |
| Program Services | $963,520 | ProgramServicesAmt |
| Management And General | $125,332 | ManagementAndGeneralAmt |
| Fundraising | $101,413 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,451 | TotalAmt |
| Management And General | $73,451 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,910 | TotalAmt |
| Management And General | $58,910 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,950 | TotalAmt |
| Fundraising | $176,950 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,157 | TotalAmt |
| Management And General | $93,157 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,041,626 | TotalAmt |
| Program Services | $1,359,013 | ProgramServicesAmt |
| Management And General | $444,168 | ManagementAndGeneralAmt |
| Fundraising | $238,445 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,089 | TotalAmt |
| Program Services | $565,372 | ProgramServicesAmt |
| Management And General | $622 | ManagementAndGeneralAmt |
| Fundraising | $69,095 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,463,130 | TotalAmt |
| Program Services | $2,205,092 | ProgramServicesAmt |
| Management And General | $524,101 | ManagementAndGeneralAmt |
| Fundraising | $733,937 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,191 | TotalAmt |
| Program Services | $30,553 | ProgramServicesAmt |
| Management And General | $306,638 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,263,108 | TotalAmt |
| Program Services | $4,154,860 | ProgramServicesAmt |
| Management And General | $60,156 | ManagementAndGeneralAmt |
| Fundraising | $48,092 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,338 | TotalAmt |
| Program Services | $72,477 | ProgramServicesAmt |
| Management And General | $1,058 | ManagementAndGeneralAmt |
| Fundraising | $12,803 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,638 | TotalAmt |
| Program Services | $10,782 | ProgramServicesAmt |
| Management And General | $4,624 | ManagementAndGeneralAmt |
| Fundraising | $2,232 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,924,330 | TotalAmt |
| Program Services | $4,466,873 | ProgramServicesAmt |
| Management And General | $228,729 | ManagementAndGeneralAmt |
| Fundraising | $228,728 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,999 | TotalAmt |
| Program Services | $216,799 | ProgramServicesAmt |
| Management And General | $40,650 | ManagementAndGeneralAmt |
| Fundraising | $13,550 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COLLECTIONS/ACQUISITION | $3,265,259 | $3,265,259 | ||
| DIRECT MAIL | $421,993 | $222,751 | $5,904 | $193,338 |
| EVENT EXPENSES | $406,408 | $279,671 | $1,041 | $125,696 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,865 | TotalAmt |
| Program Services | $77,388 | ProgramServicesAmt |
| Management And General | $8,813 | ManagementAndGeneralAmt |
| Fundraising | $16,664 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,858,203 | TotalAmt |
| Program Services | $32,527,212 | ProgramServicesAmt |
| Management And General | $3,851,981 | ManagementAndGeneralAmt |
| Fundraising | $3,479,010 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,610,236 | TotalAmt |
| Program Services | $849,970 | ProgramServicesAmt |
| Management And General | $22,528 | ManagementAndGeneralAmt |
| Fundraising | $737,738 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $841,057 | BOYAmt |
| EOY | $451,229 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,441,679 | BOYAmt |
| EOY | $21,699,771 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,146,262 | BOYAmt |
| EOY | $20,606,061 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,263 | BOYAmt |
| EOY | $1,483,504 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,770,849 | BOYAmt |
| EOY | $3,666,849 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,342 | BOYAmt |
| EOY | $2,711,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $170,785,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $89,980,557 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,729,311 | BOYAmt |
| EOY | $80,804,981 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,752,503 | BOYAmt |
| EOY | $202,275,917 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,008,488 | BOYAmt |
| EOY | $4,402,781 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,244,153 | BOYAmt |
| EOY | $3,942,375 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,146,907 | BOYAmt |
| EOY | $342,045,360 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,966,473 | BOYAmt |
| EOY | $2,251,801 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,312 | BOYAmt |
| EOY | $270,176 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000,000 | BOYAmt |
| EOY | $15,000,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,875,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,367,339 | BOYAmt |
| EOY | $8,716,461 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,599,124 | BOYAmt |
| EOY | $28,113,438 | 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 | $137,653,243 | BOYAmt |
| EOY | $131,925,105 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,894,540 | BOYAmt |
| EOY | $182,006,817 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,547,783 | BOYAmt |
| EOY | $313,931,922 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,146,907 | BOYAmt |
| EOY | $342,045,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,038,270 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,534,368 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,111,959 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,853,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,453,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,117,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,779,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,927,276 | CurrentTaxYearAmt |
| Total | $96,130,709 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,853,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,453,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,117,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,779,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,927,276 | CurrentTaxYearAmt |
| Total | $96,130,709 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,589,266 | SubstantialContributorsTotAmt |
| Public Support Total170 | $85,541,443 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,264,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,724,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,769,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,161,135 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,358,352 | CurrentTaxYearAmt |
| Total | $26,278,339 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $305,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $496,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $395,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $360,877 | CurrentTaxYearAmt |
| Total | $1,776,817 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $124,185,865 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $124,684,105 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 218,649. 2017 AMOUNT: $ 305,618. 2018 AMOUNT: $ 496,565. 2019 AMOUNT: $ 395,108. 2020 AMOUNT: $ 360,877. | ExplanationTxt |
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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,775,698 | BeginningYearBalanceAmt |
| Contributions | $4,663,825 | ContributionsAmt |
| Investment Earnings Or Losses | $26,268,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,091,532 | OtherExpendituresAmt |
| End Year Balance | $207,616,880 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,135,983 | BeginningYearBalanceAmt |
| Contributions | $15,161,566 | ContributionsAmt |
| Investment Earnings Or Losses | $31,947,910 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,469,761 | OtherExpendituresAmt |
| End Year Balance | $184,775,698 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $157,292,554 | BeginningYearBalanceAmt |
| Contributions | $3,046,820 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,708,395 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,494,996 | OtherExpendituresAmt |
| End Year Balance | $144,135,983 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,871,108 | BeginningYearBalanceAmt |
| Contributions | $550,186 | ContributionsAmt |
| Investment Earnings Or Losses | $26,509,563 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,638,302 | OtherExpendituresAmt |
| End Year Balance | $157,292,555 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,309,486 | BeginningYearBalanceAmt |
| Contributions | $1,046,444 | ContributionsAmt |
| Investment Earnings Or Losses | $9,604,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,088,852 | OtherExpendituresAmt |
| End Year Balance | $136,871,108 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21130 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38490 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $637,798 | OtherCostOrOtherBasisAmt |
| Book Value | $637,798 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,726,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,539,312 | DepreciationAmt |
| Book Value | $73,187,246 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,126,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,791,911 | DepreciationAmt |
| Book Value | $3,334,949 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,294,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,649,334 | DepreciationAmt |
| Book Value | $3,644,988 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,804,981 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP AGREEMENT | $7,320,572 |
| ANNUITY GIFT LIABILITY | $1,361,996 |
| POOLED INCOME FUND LIABILITY | $26,080 |
| DUE TO REGION 5 HISTORY FUND | $7,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,716,461 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $54,195,257 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,534,368 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $444,215 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,111,959 | OtherRevenueAmt |
| Revenue Not Reported | $12,866,624 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,328,633 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $93,157 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,601,857 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,508,700 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,819,933 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,811,118 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $444,215 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $444,215 | ExpensesNotReportedAmt |
| Expenses Subtotal | $42,366,903 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $93,157 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$2,601,857 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$2,508,700 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,858,203 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | HISTORICAL PROPERTIES AND COLLECTIONS OWNED BY THE ASSOCIATION HAVE BEEN ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION. THESE HISTORICAL PROPERTIES AND COLLECTIONS ARE NOT INCLUDED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. THE COST OF THE PROPERTIES IS NOT READILY AVAILABLE, AND THE ASSOCIATION IS OF THE OPINION THAT, BECAUSE OF THE INTRINSIC VALUE OF THE PROPERTIES, IT IS IMPRACTICAL TO ASSIGN VALUES TO THE COMPONENTS. IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED FOR HISTORICAL PROPERTIES, THE VALUE OF COLLECTIONS AS WELL AS REPAIRS AND IMPROVEMENTS TO HISTORICAL PROPERTIES HAVE BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTION IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. THE FINANCIAL STATEMENTS DO NOT REFLECT ANY CONTRIBUTED COLLECTION ITEMS. |
| PART III, LINE 4: | THE ASSOCIATION COLLECTS, RESEARCHES, CONSERVES, RESTORES, RECONSTRUCTS, PRESERVES, DOCUMENTS, AND SHARES WITH THE PUBLIC HISTORIC STRUCTURES, ARCHAEOLOGICAL SITES, AND THE CULTURAL LANDSCAPE AS WELL AS TWO AND THREE-DIMENSIONAL OBJECTS IN A VARIETY OF MEDIA. RESPONSIBILITY FOR THE PRESERVATION AND MAINTENANCE OF THE HISTORIC STRUCTURES, CULTURAL RESOURCES AND THE COLLECTIONS FALLS TO THE HISTORIC PRESERVATION AND COLLECTIONS DEPARTMENT AND THE FRED W. SMITH LIBRARY FOR THE STUDY OF GEORGE WASHINGTON AT MOUNT VERNON. THE HISTORIC PRESERVATION AND COLLECTIONS DEPARTMENT IS DIVIDED INTO THE FINE AND DECORATIVE ARTS CURATORIAL COLLECTION, THE ARCHAEOLOGICAL COLLECTION, THE ARCHITECTURAL FRAGMENTS COLLECTION, AND PHOTO ARCHIVES. THE FINE AND DECORATIVE ARTS CURATORIAL COLLECTION INCLUDES THREE-DIMENSIONAL OBJECTS, TEXTILES, WORKS OF ART ON PAPER, AND PAINTINGS. THE ARCHAEOLOGICAL COLLECTION INCLUDES ARTIFACTS AND THEIR ASSOCIATED DOCUMENTATION DERIVING FROM EXCAVATION PROJECTS, AS WELL AS RANDOM FINDS ORIGINATING ON THE MOUNT VERNON ESTATE. THE ARCHITECTURAL FRAGMENTS COLLECTION INCLUDES FEATURES, BUILDING MATERIALS, AND FINISH TREATMENTS THAT ARE ARCHITECTURAL IN NATURE, AND WHICH HAVE BEEN REMOVED FROM THEIR ORIGINAL CONTEXT DURING THE COURSE OF RESTORATION WORK UNDERTAKEN TO STABILIZE, PROTECT, OR REINTERPRET MOUNT VERNON'S HISTORIC BUILDINGS AND STRUCTURES. PHOTO ARCHIVES CONTAINS MODERN FILM, NEGATIVES, AND DIGITAL IMAGE FILES OF A VARIETY OF MOUNT VERNON RELATED SUBJECTS. SPECIAL COLLECTIONS INCLUDES RARE BOOKS, HISTORIC MANUSCRIPTS, PHOTOGRAPHS, THE ASSOCIATION'S ARCHIVAL MATERIALS, AND PRINTED EPHEMERA. THE LIBRARY COLLECTS PRINTED MATERIAL WITH A PRIMARY EMPHASIS ON GEORGE WASHINGTON, MOUNT VERNON, AND THE MOUNT VERNON LADIES' ASSOCIATION. THE MOST IMPORTANT INITIAL CRITERION WITH WHICH TO EVALUATE A POTENTIAL ACQUISITION IS ITS CONTRIBUTION TO INTERPRETATION, EXHIBITION, AND RESEARCH VALUE AT MOUNT VERNON. THIS INCLUDES THE FOLLOWING ITEMS: OBJECTS ORIGINAL TO MOUNT VERNON OR OWNED BY GEORGE AND MARTHA WASHINGTON; OBJECTS RELATED TO WASHINGTON'S NON-DOMESTIC LIFE, INCLUDING HIS ROLE AS MILITARY LEADER, SURVEYOR, AND PRESIDENT; MANUSCRIPTS BY GEORGE OR MARTHA WASHINGTON NOT PREVIOUSLY REPRODUCED OR PUBLISHED IN PRINT OR ELECTRONIC FORMAT; BOOKS AND OTHER PUBLISHED MATERIALS OWNED BY GEORGE OR MARTHA WASHINGTON; OBJECTS RELATING TO THE DEVELOPMENT AND DOMESTIC LIFE OF MOUNT VERNON, INCLUDING MATERIAL RELATED TO FAMILY MEMBERS, VISITORS, AND ACQUAINTANCES; PERIOD OBJECTS THAT REPLICATE OBJECTS THAT WERE AT MOUNT VERNON, FOR THE PURPOSE OF ENHANCING THE INTERPRETATION AND UNDERSTANDING OF THE ESTATE AND THE LIFE AND LEGACY OF GEORGE AND MARTHA WASHINGTON; ARCHIVAL MATERIALS RELATING TO THE DEVELOPMENT AND DOMESTIC LIFE OF MOUNT VERNON, INCLUDING MATERIALS OF FAMILY MEMBERS, VISITORS, AND ACQUAINTANCES; BOOKS OF THE WASHINGTON AND CUSTIS FAMILIES THAT ARE RELATED TO COLLECTIONS OR INTERPRETATION GOALS; MANUSCRIPTS BY GEORGE OR MARTHA WASHINGTON PREVIOUSLY REPRODUCED OR PUBLISHED IN PRINT OR ELECTRONIC FORMAT; MAPS, PLANS, SURVEYS, MANUSCRIPTS, RARE BOOKS, PHOTOGRAPHS AND OTHER DOCUMENTS OF HISTORICAL VALUE RELATING TO 17TH, 18TH 19TH AND 20TH CENTURY LIFE AT MOUNT VERNON AND THE WASHINGTON FAMILY. |
| PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT CONSISTS OF 71 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE BOARD APPROVES SPENDING ON PROGRAM RESTRICTED ENDOWMENTS AS PART OF ITS ANNUAL BUDGET APPROVAL PROCESS. IN ADDITION, THE BOARD ALSO APPROVES, AS PART OF ITS ANNUAL BUDGETARY APPROVAL PROCESS, THE TRANSFER AND EXPENDITURE OF ADDITIONAL BOARD-DESIGNATED FUNDS FOR CAPITAL IMPROVEMENTS, COLLECTION ACQUISITIONS OR SPECIAL PROJECTS. TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE USED FOR THE OPERATIONS OF THE ORIENTATION CENTER, EDUCATION CENTER, AND NATIONAL LIBRARY. |
| PART X, LINE 2: | THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -1,402,152. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 290,193. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES -251,669. COST OF GOODS SOLD -2,350,188. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES -251,669. COST OF GOOD SOLD -2,350,188. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDR FUNDRAISING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 SHIRLINGTON ROAD 9TH FLOOR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $2,853,023 | GrossReceiptsAmt |
| Retained By Contractor | $176,950 | RetainedByContractorAmt |
| Net To Organization | $2,676,073 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,853,023 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $176,950 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,676,073 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPIRIT OF MOUNT VERNON | Event1Nm |
| Gross Receipts Event1 | $541,185 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $467,605 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $73,580 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $41,871 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $91,793 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,042 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,671 | OtherDirectExpensesEvent1Amt |
| Event2 | HOMECOMING EVENT | Event2Nm |
| Gross Receipts Event2 | $390,207 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $322,157 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $68,050 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,514 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $29,085 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $14,709 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,790 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $125,144 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $54,796 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $70,348 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $25,197 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $8,948 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,049 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,056,536 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $844,558 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $211,978 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $44,385 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $146,075 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $43,699 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,510 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $251,669 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$39,691 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR ENDED DECEMBER 31, 2019, THE LUKENS COMPANY WAS PAID A TOTAL OF $1,512,320. OF THIS AMOUNT, $172,000 WAS RELATED TO DIRECT FUNDRAISING AND THE REST WAS FOR REIMBURSEMENT OF PRINTING, POSTAGE, AND OTHER FUNDRAISING MATERIALS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | 060731360 | 501(C)(3) | $10,000 | GRADUATE FELLOWSHIP |
| UNIVERSITY OF SOUTH CAROLINA | |||||||
| 1600 HAMPTON STREET | COLUMBIA | SC | 29208 | 576001153 | 501(C)(3) | $20,000 | GRADUATE FELLOWSHIP |
| MARYMOUNT UNIVERSITY | |||||||
| 2807 NORTH GLEBE ROAD | ARLINGTON | VA | 22207 | 540573801 | 501(C)(3) | $10,000 | GRADUATE FELLOWSHIP |
| ACCOKEEK FOUNDATION | |||||||
| 3400 BRYAN POINT ROAD | ACCOKEEK | MD | 20607 | 526037288 | 501(C)(3) | $15,000 | PROTECTION OF VIEWSHED |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 229044195 | 546001796 | 501(C)(3) | $25,000 | PAPERS OF GEORGE WASHINGTON |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS & AWARDS | GrantTypeTxt |
| Recipient | 30 | RecipientCnt |
| Cash Grant | $126,333 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PERIODICALLY AWARDS GRANTS TO ORGANIZATIONS WITH WHICH WE PARTNER ON PROJECTS THAT FURTHER OUR MISSION. GRANTS ARE APPROVED AND DOCUMENTED WITH FORMAL GRANT AGREEMENTS, AND FUNDS ARE DISBURSED ACCORDING TO THE SUBSTANTIATION PROVISIONS OF EACH GRANT AGREEMENT. THE ASSOCIATION REQUIRES GRANT REPORTS AT THE END OF EACH GRANT TERM AND/OR MONITORS PROGRESS TOWARDS GRANT ACCOMPLISHMENTS THROUGH OUR DAY-TO-DAY INVOLVEMENT WITH A PARTNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS BRADBURN | ||||||||||||||
| PRESIDENT/CEO | $322,613 | $0 | $500 | $0 | $0 | $0 | $25,100 | $0 | $13,131 | $0 | $361,344 | $0 | $0 | $0 |
| PHILIP L MANNO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $239,182 | $0 | $750 | $0 | $0 | $0 | $19,208 | $0 | $1,502 | $0 | $260,642 | $0 | $0 | $0 |
| JOSEPH A BONDI | ||||||||||||||
| SVP DEVELOPMENT | $239,887 | $0 | $3,500 | $0 | $0 | $0 | $18,616 | $0 | $7,844 | $0 | $269,847 | $0 | $0 | $0 |
| SUSAN SCHOELWER | ||||||||||||||
| EXEC. DIR. OF HPC & RHS SR. CURATOR | $182,004 | $0 | $2,750 | $0 | $0 | $0 | $14,141 | $0 | $9,104 | $0 | $207,999 | $0 | $0 | $0 |
| KEVIN BUTTERFIELD | ||||||||||||||
| EXECUTIVE DIR. WASHINGTON LIBRARY | $180,872 | $0 | $500 | $0 | $0 | $0 | $12,863 | $0 | $10,960 | $0 | $205,195 | $0 | $0 | $0 |
| BEREND OLTMANS | ||||||||||||||
| DIRECTOR OF IT | $167,130 | $0 | $625 | $0 | $0 | $0 | $13,062 | $0 | $501 | $0 | $181,318 | $0 | $0 | $0 |
| MATTHEW K BRINEY | ||||||||||||||
| VP OF MEDIA & COMMUNICATIONS | $155,748 | $0 | $500 | $0 | $0 | $0 | $12,534 | $0 | $9,320 | $0 | $178,102 | $0 | $0 | $0 |
| CAROLINA CAMARGO | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $148,683 | $0 | $500 | $0 | $0 | $0 | $11,857 | $0 | $6,825 | $0 | $167,865 | $0 | $0 | $0 |
| WICKENS KAROL | ||||||||||||||
| VP, EDUCATION | $146,069 | $0 | $500 | $0 | $0 | $0 | $11,595 | $0 | $3,061 | $0 | $161,225 | $0 | $0 | $0 |
| TURCOTTE AMELIA | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $141,904 | $0 | $500 | $0 | $0 | $0 | $11,628 | $0 | $6,496 | $0 | $160,528 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT/CEO OF THE ASSOCIATION IS REQUIRED TO LIVE ON THE PREMISES AND IS PROVIDED WITH HOUSING, AND PERSONAL SERVICES FOR THE CARE OF THE PROPERTY. AS SUCH, THESE ARE NON-TAXABLE ALLOWANCES. SOCIAL CLUB DUES WERE REIMBURSED AND RECORDED AS TAXABLE ON THE FORM W-2. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911910090 | BondIssuerEIN |
| CUSIP | 30382EDU5 | CUSIPNum |
| Bond Issued | 2007-06-20 | BondIssuedDt |
| Issue Price | $15,000,000 | IssuePriceAmt |
| Purpose | REFINANCE EXISTING BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $15,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $128,967 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $14,871,033 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Stsfd | 0 | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 74 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,823,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,467 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ASSOCIATION'S PROCESS FOR PREPARING AND REVIEWING THE FEDERAL FORM 990, CONTAINS FOUR LEVELS OF REVIEW: 1) A DRAFT OF THE FEDERAL FORM 990 IS PREPARED BY THE ASSOCIATION'S TAX ADVISORS, MARCUM LLP, BASED ON FINANCIAL INFORMATION IN THE CERTIFIED AUDIT, ORGANIZATIONAL INFORMATION DOCUMENTED FROM THE AUDIT, PREPARATION OF INFORMATION SCHEDULES BY THE FINANCE DEPARTMENT AND ANSWERS TO CHECKLIST QUESTIONS; 2) THE DRAFT OF FEDERAL FORM 990 IS REVIEWED BY THE ASSOCIATION'S MANAGEMENT (PRESIDENT/CEO, CHIEF FINANCIAL OFFICER AND CONTROLLER) FOR ACCURACY AND COMPLETENESS; 3) THE AUDIT COMMITTEE REVIEWS THE FINAL DRAFT WITH THE INDEPENDENT AUDITOR; AND 4) THE FINAL DRAFT IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATION'S CONFLICT OF INTEREST POLICY REQUIRES THE ANNUAL COMPLETION OF A CONFLICT OF INTEREST FORM BY ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES. THE FORM WAS PREPARED BY OUTSIDE COUNSEL AND ASKS FOR DOCUMENTATION OF POTENTIAL CONFLICTS OF INTEREST IN THE FOLLOWING AREAS: FINANCIAL INTERESTS, GIFTS OR ENTERTAINMENT THAT MIGHT INFLUENCE DECISION MAKING, AND ANY OTHER ACTIVITIES. THE FORMS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND ARE DISCUSSED WITH THE OUTSIDE COUNSEL AND THE EXECUTIVE COMMITTEE OF THE BOARD, IF APPROPRIATE. THE PRESIDENT/CEO REVIEWS THE COMPLETED FORM OF THE CHIEF FINANCIAL OFFICER, AND TAKES ANY APPROPRIATE ACTION. IF A CONFLICT IS IDENTIFIED ON THE QUESTIONNAIRE, THE CONFLICT IS SENT TO THE EXECUTIVE COMMITTEE AND IS RESOLVED APPROPRIATELY BASED ON THE CIRCUMSTANCES. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON A PERIODIC BASIS, THE ASSOCIATION WORKS WITH A COMPENSATION CONSULTANT TO PERFORM COMPARATIVE MARKET STUDIES ON OVER 50 FULL-TIME POSITIONS. THIS STUDY INCLUDED ALL EXECUTIVE AND MANAGEMENT POSITIONS AND A NUMBER OF FRONT LINE STAFF POSITIONS. COMPENSATION IS BENCHMARKED AGAINST OUR PEER GROUP (MUSEUMS AND HISTORICAL SITES), SIMILAR POSITIONS IN THE WASHINGTON DC METRO AREA AND THE NOT-FOR-PROFIT INDUSTRY AT-LARGE. MARKET ADJUSTMENTS ARE MADE AND SALARY GRADES ADJUSTED BASED ON THESE STUDIES. IN ADDITION, PRESIDENT/CEO COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE BOARD. IN 2017 THE BOARD HIRED AN INDEPENDENT EXECUTIVE SEARCH FIRM THAT SPECIALIZED IN NON-PROFIT CEO COMPENSATION TO ANALYZE OUR PRESIDENT/CEO COMPENSATION STRUCTURE TO ENSURE IT IS CONSISTENT WITH CURRENT MARKET AND INDUSTRY RATES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC THROUGH THE STATE OF VIRGINIA STATE CORPORATION COMMISSION. THE BYLAWS AND THE CONFLICTS OF INTEREST POLICY, WHICH REQUIRES ANNUAL DISCLOSURE OF CONFLICTING INTERESTS BY EXECUTIVE COMMITTEE BOARD AND OFFICERS, ARE NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE POSTED ON THE ASSOCIATION'S WEBSITE AND ARE AVAILABLE IN HARD COPY UPON SPECIFIC REQUEST. IN ADDITION, SUMMARIZED FINANCIAL INFORMATION IS DISCLOSED IN THE ASSOCIATION'S ANNUAL REPORT. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -1,402,152. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 290,193. |
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