MOUNT VERNON LADIES ASSOCIATION OF THE UNION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT VERNON LADIES ASSOCIATION OF THE UNION (EIN 54-0564701)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202003079349302390
- Schema version
- 2019v5.1
- 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 | 2020-11-02T16:13:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2020-09-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 144.121.95.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 15:33:35 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 487A913A90A0A966B3CBA68539F8DA44DDDC3DB4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $85,367,564 | 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 | 752 | TotalEmployeeCnt |
| Total Volunteers | 301 | TotalVolunteersCnt |
| Total Gross UBI | $2,120,461 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,117,389 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,779,228 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,687,415 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,493,504 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,278,122 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,203,443 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,985,095 | PYOtherRevenueAmt |
| CY Other Revenue | $10,774,615 | CYOtherRevenueAmt |
| PY Total Revenue | $60,068,021 | PYTotalRevenueAmt |
| CY Total Revenue | $66,250,790 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $545,568 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $573,899 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,484,567 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,862,025 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $162,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $172,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,789,535 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,491,046 | PYOtherExpensesAmt |
| CY Other Expenses | $25,227,996 | CYOtherExpensesAmt |
| PY Total Expenses | $49,683,181 | PYTotalExpensesAmt |
| CY Total Expenses | $50,835,920 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,384,840 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,414,870 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $286,036,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $329,146,907 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,377,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,599,124 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $260,659,226 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $302,547,783 | 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 | $26,710,092 | ExpenseAmt |
| Grant | $573,899 | GrantAmt |
| Revenue | $23,852,433 | RevenueAmt |
| Desc | EDUCATION:WE WELCOMED 1,033,000 VISITORS TO THE ESTATE IN 2019, 341,000 OF WHICH WHERE STUDENTS WHO VISITED FROM ALL 50 OF THE UNITED STATES AND AROUND THE WORLD. WE REMAINED THE MOST POPULAR HISTORIC ESTATE IN AMERICA, AND REACHED OVER 8 MILLION MORE INDIVIDUALS THROUGH OUR ONLINE PRESENCE. THIS YEAR MARKED A VERY SPECIAL MILESTONE FOR THE GEORGE WASHINGTON TEACHER INSTITUTE AS IT CELEBRATED 20 YEARS OF RESIDENTIAL TEACHER PROGRAMMING. THE RESIDENTIAL PROGRAMS, OFFER TEACHERS FROM AROUND THE COUNTRY A WEEK-LONG IMMERSIVE EXPERIENCE AT MOUNT VERNON, WHERE THEY INTERACT WITH MOUNT VERNON STAFF TO LEARN NEW WAYS TO TEACH THE FOUNDING ERA AND THE LIFE OF GEORGE WASHINGTON IN THEIR CLASSROOMS. SINCE THE PROGRAM BEGAN, MOUNT VERNON HAS WELCOMED 1,637 TEACHERS FROM EVERY STATE IN THE UNION. TO CELEBRATE THE 20TH ANNIVERSARY OF THE PROGRAM, MOUNT VERNON INVITED THE ALUMNI TO THE ESTATE FOR AN EXTRAORDINARY EXPERIENCE THAT INCLUDED STAFF AND GUEST LECTURES, TOURS, AND A BEHIND-THE-SCENES LOOK AT MOUNT VERNON'S COLLECTIONS. IN ADDITION TO THE CELEBRATION AT MOUNT VERNON, SEVEN REGIONAL REUNIONS WERE HELD ACROSS THE COUNTRY. MOUNT VERNON'S TEACHER OUTREACH EXPANDS WELL BEYOND THE ESTATE. EDUCATORS CAN SIGN UP TO RECEIVE MONTHLY EMAILS OFFERING LESSON PLANS, VIDEOS, DIGITAL INTERACTIVES, AND DIGITALIZED PRIMARY SOURCES TO AID LEARNING IN THEIR CLASSROOM. MOUNT VERNON WELCOMED THE FIFTH CLASS OF MOUNT VERNON LEADERSHIP FELLOWS. DURING THE ANNUAL PROGRAM, THE STUDENTS LEARNED ABOUT THE LIFE AND LEADERSHIP OF GEORGE WASHINGTON; EXPLORED THE INTRICACIES OF THE ESTATE WITH THE STAFF OF COLLECTIONS, HORTICULTURE, ARCHAEOLOGY, INTERPRETATION, AND THE LIBRARY; MET WITH NATIONAL LEADERS; AND COMPLETED CAPSTONE PRESENTATIONS ON THEIR PERSONAL, CIVIC ENGAGEMENT PROJECT. THROUGH THEIR STUDIES AND GUEST LECTURERS, THE STUDENTS GAINED A DEEPER UNDERSTANDING OF STRATEGIC LEADERSHIP, TACTICAL LEADERSHIP AND INSTITUTION BUILDING, STRATEGIC EXECUTION, AND CHARACTER-BASED DECISION MAKING, THE VERY KEY SKILLS THAT MADE GEORGE WASHINGTON A SUCCESSFUL LEADER. THE STUDENTS APPLIED THESE NEW LESSONS TO THEIR CAPSTONE PROJECT AND DISCOVERED HOW THEY CAN BETTER THEIR COMMUNITIES THROUGH THE TEACHINGS OF GEORGE WASHINGTON.THE RESEARCH FELLOWSHIPS PROGRAM, NOW IN ITS 7TH YEAR, OFFERS LONG AND SHORT-TERM FELLOWSHIPS FOR SCHOLARS. THIS PROGRAM PROVIDES FUNDING AND LIVING SPACE AT THE FRED W. SMITH NATIONAL LIBRARY FOR THE STUDY OF GEORGE WASHINGTON. FELLOWS GAIN ACCESS TO THE LIBRARY'S ENTIRE ARCHIVES AND INTERACT WITH MOUNT VERNON STAFF TO ADVANCE THEIR ACADEMIC PURSUITS. THIS YEAR, IN PARTICULAR, A RECORD NUMBER OF BOOKS WERE PUBLISHED BY THOSE WHO HAVE HELD FELLOWSHIPS THROUGH THIS PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,330,960 | ExpenseAmt |
| Desc | HISTORIC PRESERVATION AND COLLECTIONS:IN 2019, THE MOUNT VERNON LADIES' ASSOCIATION SUCCESSFULLY COMPLETED SEVERAL MAJOR PROJECTS, INCLUDING THE RESTORATION OF THE WEST FRONT OF THE MANSION, THE UNVEILING OF THE NEWLY RESTORED FRONT PARLOR, AND THE CONSTRUCTION OF THE NEW LINDA MARS LIVESTOCK FACILITY. THE GEORGE WASHINGTON TEACHER INSTITUTE CELEBRATED TWENTY YEARS OF RESIDENTIAL TEACHER PROGRAMS, AND WE CONTINUE TO EXPAND OUR OUTREACH TO TEACHERS AND THEIR STUDENTS THROUGH OUR DIGITAL OFFERINGS.THE FRONT PARLOR WAS THE FORMAL ENTERTAINING SPACE FOR THE WASHINGTONS, AND THIS YEAR MARKED THE COMPLETION OF ITS RESTORATION AND RE-OPENING OF THE ROOM TO THE PUBLIC. IT HAD BEEN MORE THAN THIRTY YEARS SINCE THE ROOM UNDERWENT SIGNIFICANT CONSERVATION AND RESTORATION. THIS ROOM IS A DEFINING EXAMPLE OF MOUNT VERNON'S INTERDISCIPLINARY APPROACH TO HISTORICAL RESTORATION. WITH ADVANCEMENTS IN TECHNOLOGY, THE TEAM WAS ABLE TO IDENTIFY A TOTAL OF FIFTEEN PAINT LAYERS, EIGHT MORE THAN IN THE PRIOR EXAMINATION IN 1980, AND THIS ANALYSIS IDENTIFIED THE 1799 PAINT COLOR AS A LIGHT STONE OR CREAM COLOR, A HIGHLY FASHIONABLE TREATMENT AT THE TIME OF THE NEW REPUBLIC, NOT ONLY IN AMERICA BUT IN ENGLAND AS WELL. A LEDGER KEPT BY THE FAIRFAX FAMILY PROVIDED DOCUMENTARY EVIDENCE OF THE ORIGINAL FURNITURE IN THE ROOM IN 1799. THE NEWLY ACQUIRED LEDGER PROVIDED THE CURATORIAL TEAM WITH DETAILED DESCRIPTIONS OF FURNITURE LISTED IN THE INVENTORY TAKEN UPON WASHINGTON'S DEATH. THE ORIGINAL UPHOLSTERY FABRICA HIGHLIGHT OF THE ROOMIS DOCUMENTED AS BEING SILK AND WORSTED WOOL DAMASK DYED "SAXON BLUE," A VIBRANT COLOR THAT CURATORS WORKED WITH TEXTILE SPECIALISTS TO REPLICATE. WHEN THE CARPENTERS CAREFULLY REMOVED SEVERAL MOLDED WOOD PANELS, THEY DISCOVERED EVIDENCE OF EARLIER ARCHITECTURAL FEATURES PREDATING THE CURRENT PANELING (INSTALLED BETWEEN 1757 AND THE EARLY 1760S). FROM APRIL TO OCTOBER OF THIS YEAR, GUESTS APPROACHING THE WEST FRONT OF THE MANSION FROM THE MANSION CIRCLE HAD THE UNIQUE OPPORTUNITY TO SEE BEHIND THE CURTAIN OF ONE OF MOUNT VERNON'S KEY ARCHITECTURAL FEATURES, THE MANSION'S RUSTICATED SIDING, THE MEANS BY WHICH GEORGE WASHINGTON TRICKED THE EYE BY USING PAINT AND SAND OVER WOOD SIDING CUT TO LOOK LIKE MORE EXPENSIVE STONE BLOCKS. DURING THE RESTORATION PROJECT, UP TO 28 MODERN LAYERS OF PAINT AND SAND WERE REMOVED AND CONSERVATION WORK WAS DONE ON THE SIDING, WINDOWS, DOORS, AND SHUTTERS. BY REMOVING THE PREVIOUS LAYERS OF PAINT, IT WAS POSSIBLE TO MAKE REPAIRS TO THE ORIGINAL STRUCTURE AND ADDRESS MOISTURE ISSUES THAT WERE CAUSING DETERIORATION INCLUDING RUSTING NAILS. WE WERE ABLE TO DETERMINE THAT 83% OF THIS SIDE OF THE MANSION EXTERIOR WAS ORIGINAL. THE TEAM SOURCED SAND FROM THE SAME DEPOSIT OF SANDSTONE THAT WASHINGTON USED, AND THE FINISH YOU CAN SEE TODAY WAS APPLIED USING THE VERY SAME METHODS WASHINGTON DESCRIBED TO THORNTON IN OCTOBER 1799: "SANDING, IS DESIGNED TO ANSWER TWO PURPOSESDURABILITY, & REPRESENTATION OF STONE; FOR THE LATTER PURPOSE, AND IN MY OPINION A DESIRABLE ONE; IT IS THE LAST OPERATION, BY DASHING, AS LONG AS ANY WILL STICK, THE SAND UPON A COAT OF THICK PAINT."THE NORTH GARDEN HOUSE IS A SMALL OCTAGONAL STRUCTURE WAS BUILT IN 1785, SOON AFTER THE REVOLUTIONARY WAR ENDED. ITS PRIMARY FUNCTION WAS LIKELY AS STORAGE FOR TOOLS AND SEEDS. FOR A BRIEF TIME, IT ALSO SERVED AS A SCHOOLHOUSE WHERE MARTHA WASHINGTON'S GRANDCHILDREN, NELLY AND WASHY CUSTIS, WERE TUTORED. REMOVAL OF WORN-OUT ROOF SHINGLES REVEALED THAT THE STRUCTURE'S FRAME HAD BEEN DAMAGED BY MOISTURE PENETRATION AND RODENT INFESTATION BUT THAT A SIGNIFICANT AMOUNT OF BOARDS FROM THE 18TH-CENTURY FRAMING SURVIVES. THE PRESERVATION HAS ENTAILED PAINSTAKING REINFORCEMENT OF THE BUILDING'S FRAME AND EXECUTION OF TARGETED REPAIRS AND REPLACEMENTS TO ENSURE CONTINUED STRUCTURAL INTEGRITY. THE INTERIOR PLASTER, WHICH PREDATES THE CIVIL WAR, RECEIVED INITIAL TREATMENT TO STABILIZE IT, TO BE FOLLOWED BY MORE IN-DEPTH CONSERVATION AT A LATER DATE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,041,052 | 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 | 214 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 752 | 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 (33 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) | $323,776 | $0 | $36,964 | |||
| ROBERT SHENK | ||||||||
| SVP VISITOR ENGAGEMENT - UNTIL 09/19 | 40.00 | $279,809 | $0 | $28,479 | Yes (X) | |||
| PHILIP L MANNO | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $238,567 | $0 | $19,975 | |||
| JOSEPH A BONDI | ||||||||
| SVP DEVELOPMENT | 40.00 | $228,103 | $0 | $22,961 | Yes (X) | |||
| SUSAN SCHOELWER | ||||||||
| EXEC. DIR. OF HPC & RHS SR. CURATOR | 40.00 | $167,667 | $0 | $19,387 | Yes (X) | |||
| KEVIN BUTTERFIELD | ||||||||
| EXECUTIVE DIR. WASHINGTON LIBRARY | 40.00 | $170,191 | $0 | $14,852 | Yes (X) | |||
| BEREND OLTMANS | ||||||||
| DIRECTOR OF IT | 40.00 | $162,383 | $0 | $13,289 | Yes (X) | |||
| MATTHEW K BRINEY | ||||||||
| VP OF MEDIA & COMMUNICATIONS | 40.00 | $147,772 | $0 | $22,477 | Yes (X) | |||
| ROY FREDERICK YOUNG II | ||||||||
| VP EDUCATION - UNTIL 09/19 | 40.00 | $145,891 | $0 | $10,282 | Yes (X) | |||
| SARAH MILLER COULSON | ||||||||
| REGENT | 30.00 | 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) | ||
| MARGARET APPLETON ALLISON | ||||||||
| VICE REGENT - UNTIL 10/2019 | 10.00 | $0 | $0 | $0 | Yes (X) | |||
| CLAUDIA PUIG AMUNDSEN | ||||||||
| VICE REGENT - UNTIL 10/2019 | 10.00 | $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) | |||
| LIZ 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 | $1,864,159 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $188,666 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | 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 |
|---|---|---|---|---|---|
| FIRELINE CORPORATION | |||||
| 4506 HOLLINS FERRY ROAD | BALTIMORE | MD | 21227 | FIRE SUPPRESSION AND SYSTEM MAINTENANCE | $1,619,664 |
| LUKENS COMPANY | |||||
| 2800 SHIRLINGTON ROAD 9TH FLOOR | ARLINGTON | VA | 22206 | DIRECT MAIL FUNDRAISING SERVICES | $1,512,320 |
| MANA CONSTRUCTION | |||||
| 6401 ROSE HILL DRIVE | ALEXANDRIA | VA | 22310 | GENERAL CONSTRUCTION & MAINT. SUPPORT | $973,010 |
| CONSTRUCTION TRADE SERVICES | |||||
| 603 EAST CHURCH STREET | FREDERICK | MD | 21701 | NEW FACILITY CONSTRUCTION SERVICES | $671,775 |
| FIDELITY MECHANCIAL SERVICES | |||||
| 25 LOVETON CIRCLE | SPARKS | MD | 21152 | HVAC REPAIR AND MAINTENANCE | $492,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,584,142 | MembershipDuesAmt |
| Fundraising | $1,013,330 | FundraisingAmt |
| All Other Contributions | $29,181,756 | AllOtherContributionsAmt |
| Noncash Contributions | $7,252,276 | NoncashContributionsAmt |
| Total Contributions | $31,779,228 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES | 900099 | $12,981,656 | $12,981,656 |
| EVENT REVENUE | 900099 | $2,076,255 | $2,076,255 |
| CONFERENCES & SYMPOSIA | 900099 | $393,593 | $393,593 |
| PRESERVATION TOURS | 900099 | $42,000 | $42,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,493,504 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,049,667 | TotalRevenueColumnAmt |
| Exclusion | $7,049,667 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,468 | TotalRevenueColumnAmt |
| Exclusion | $111,468 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,906,739 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,752,963 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,153,776 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,153,776 | TotalRevenueColumnAmt |
| Exclusion | $1,153,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $242,434 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,013,330 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $453,785 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$211,351 | TotalRevenueColumnAmt |
| Exclusion | -$211,351 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $16,389,416 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,910,026 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,479,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,358,929 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,120,461 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $395,108 | TotalRevenueColumnAmt |
| Exclusion | $395,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $395,108 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,250,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,852,433 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,120,461 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,498,668 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,899 | TotalAmt |
| Program Services | $341,899 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,000 | TotalAmt |
| Program Services | $232,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,634 | TotalAmt |
| Program Services | $560,806 | ProgramServicesAmt |
| Management And General | $312,653 | ManagementAndGeneralAmt |
| Fundraising | $305,175 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,589,179 | TotalAmt |
| Program Services | $16,041,706 | ProgramServicesAmt |
| Management And General | $1,423,300 | ManagementAndGeneralAmt |
| Fundraising | $1,124,173 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,181 | TotalAmt |
| Program Services | $1,143,554 | ProgramServicesAmt |
| Management And General | $100,370 | ManagementAndGeneralAmt |
| Fundraising | $82,257 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,255,013 | TotalAmt |
| Program Services | $1,904,757 | ProgramServicesAmt |
| Management And General | $196,512 | ManagementAndGeneralAmt |
| Fundraising | $153,744 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,513,018 | TotalAmt |
| Program Services | $1,272,339 | ProgramServicesAmt |
| Management And General | $132,210 | ManagementAndGeneralAmt |
| Fundraising | $108,469 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,561 | TotalAmt |
| Management And General | $90,561 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,491 | TotalAmt |
| Management And General | $100,491 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,000 | TotalAmt |
| Fundraising | $172,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,705 | TotalAmt |
| Management And General | $92,705 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,468,489 | TotalAmt |
| Program Services | $1,985,432 | ProgramServicesAmt |
| Management And General | $270,645 | ManagementAndGeneralAmt |
| Fundraising | $212,412 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,271 | TotalAmt |
| Program Services | $800,403 | ProgramServicesAmt |
| Management And General | $2,123 | ManagementAndGeneralAmt |
| Fundraising | $2,745 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,067,220 | TotalAmt |
| Program Services | $3,706,751 | ProgramServicesAmt |
| Management And General | $532,297 | ManagementAndGeneralAmt |
| Fundraising | $828,172 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,697 | TotalAmt |
| Program Services | $20,450 | ProgramServicesAmt |
| Management And General | $273,247 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,931,020 | TotalAmt |
| Program Services | $6,783,148 | ProgramServicesAmt |
| Management And General | $93,609 | ManagementAndGeneralAmt |
| Fundraising | $54,263 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,583 | TotalAmt |
| Program Services | $528,284 | ProgramServicesAmt |
| Management And General | $12,342 | ManagementAndGeneralAmt |
| Fundraising | $53,957 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,011 | TotalAmt |
| Program Services | $52,358 | ProgramServicesAmt |
| Management And General | $16,333 | ManagementAndGeneralAmt |
| Fundraising | $12,320 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,391,186 | TotalAmt |
| Program Services | $4,888,706 | ProgramServicesAmt |
| Management And General | $251,240 | ManagementAndGeneralAmt |
| Fundraising | $251,240 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,364 | TotalAmt |
| Program Services | $233,091 | ProgramServicesAmt |
| Management And General | $43,705 | ManagementAndGeneralAmt |
| Fundraising | $14,568 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENT EXPENSES | $1,542,778 | $1,313,228 | $10,750 | $218,800 |
| COLLECTIONS/ACQUISITION | $662,388 | $662,388 | ||
| DIRECT MAIL | $372,390 | $217,679 | $3,926 | $150,785 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,842 | TotalAmt |
| Program Services | $352,073 | ProgramServicesAmt |
| Management And General | $46,314 | ManagementAndGeneralAmt |
| Fundraising | $44,455 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,835,920 | TotalAmt |
| Program Services | $43,041,052 | ProgramServicesAmt |
| Management And General | $4,005,333 | ManagementAndGeneralAmt |
| Fundraising | $3,789,535 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,132 | TotalAmt |
| Program Services | $918,982 | ProgramServicesAmt |
| Management And General | $17,333 | ManagementAndGeneralAmt |
| Fundraising | $635,817 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,388,949 | BOYAmt |
| EOY | $841,057 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,158,756 | BOYAmt |
| EOY | $20,441,679 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,216,009 | BOYAmt |
| EOY | $25,146,262 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,485 | BOYAmt |
| EOY | $458,263 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,827,290 | BOYAmt |
| EOY | $2,770,849 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,907 | BOYAmt |
| EOY | $254,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $170,785,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,056,227 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,276,261 | BOYAmt |
| EOY | $85,729,311 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,615,097 | BOYAmt |
| EOY | $182,752,503 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,462,436 | BOYAmt |
| EOY | $7,008,488 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,624,456 | BOYAmt |
| EOY | $3,244,153 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,036,646 | BOYAmt |
| EOY | $329,146,907 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,053,962 | BOYAmt |
| EOY | $3,966,473 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,428 | BOYAmt |
| EOY | $265,312 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000,000 | BOYAmt |
| EOY | $15,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,995,030 | BOYAmt |
| EOY | $7,367,339 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,377,420 | BOYAmt |
| EOY | $26,599,124 | 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 | $127,276,014 | BOYAmt |
| EOY | $137,653,243 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,383,212 | BOYAmt |
| EOY | $164,894,540 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,659,226 | BOYAmt |
| EOY | $302,547,783 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,036,646 | BOYAmt |
| EOY | $329,146,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,414,870 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,438,919 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$965,232 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,952,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,853,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,453,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,117,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,779,228 | CurrentTaxYearAmt |
| Total | $89,156,178 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,181,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,192,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,037,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,205,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,753,675 | CurrentTaxYearAmt |
| Total | $145,371,037 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,134,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,045,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,491,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,322,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,532,903 | CurrentTaxYearAmt |
| Total | $234,527,215 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,005,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,996,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,093,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,509,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,852,228 | CurrentTaxYearAmt |
| Total | $28,457,066 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,005,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,996,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,093,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,509,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,852,228 | CurrentTaxYearAmt |
| Total | $28,457,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $206,070,149 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,255,263 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,264,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,724,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,769,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,161,135 | CurrentTaxYearAmt |
| Total | $21,175,250 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,255,263 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,264,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,724,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,769,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,161,135 | CurrentTaxYearAmt |
| Total | $21,175,250 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $233,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $218,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $305,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $496,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $395,108 | CurrentTaxYearAmt |
| Total | $1,649,757 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,623,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,529,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,522,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,588,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,089,146 | CurrentTaxYearAmt |
| Total | $257,352,222 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80070 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86630 | PublicSupportPY509Pct |
| Investment Income CY | 0.08230 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06970 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2015 AMOUNT: $ 233,817. 2016 AMOUNT: $ 218,649. 2017 AMOUNT: $ 305,618. 2018 AMOUNT: $ 496,565. 2019 AMOUNT: $ 395,108. | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,000,113 | BeginningYearBalanceAmt |
| Contributions | $6,578,079 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,157,069 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,111,637 | OtherExpendituresAmt |
| End Year Balance | $139,309,486 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37830 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40820 | 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 | $42,115,571 | DepreciationAmt |
| Book Value | $76,610,987 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,126,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,978,077 | DepreciationAmt |
| Book Value | $4,148,783 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,294,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,962,579 | DepreciationAmt |
| Book Value | $4,331,743 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $85,729,311 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP AGREEMENT | $5,918,420 |
| ANNUITY GIFT LIABILITY | $1,319,359 |
| POOLED INCOME FUND LIABILITY | $121,747 |
| DUE TO REGION 5 HISTORY FUND | $7,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,367,339 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $99,314,325 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,438,919 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $318,742 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$965,232 | OtherRevenueAmt |
| Revenue Not Reported | $26,792,429 | RevenueNotReportedAmt |
| Revenue Subtotal | $72,521,896 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $92,705 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$6,363,811 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$6,271,106 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $66,250,790 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $57,425,768 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $318,742 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $318,742 | ExpensesNotReportedAmt |
| Expenses Subtotal | $57,107,026 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $92,705 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$6,363,811 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$6,271,106 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $50,835,920 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | HISTORICAL PROPERTIES OWNED BY THE ASSOCIATION WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION. THESE HISTORICAL PROPERTIES ARE NOT INCLUDED 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. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. 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 73 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, 2019 AND 2018, 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 -1,311,905. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 346,673. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES -453,785. COST OF GOODS SOLD -5,910,026. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES -453,785. COST OF GOOD SOLD -5,910,026. |
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 | THE LUKENS COMPANY | 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 | 22206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $2,635,371 | GrossReceiptsAmt |
| Retained By Contractor | $172,000 | RetainedByContractorAmt |
| Net To Organization | $2,463,371 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,635,371 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $172,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,463,371 | 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 | $662,954 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $556,729 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $106,225 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $38,753 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $131,950 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $23,814 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,729 | OtherDirectExpensesEvent1Amt |
| Event2 | FOUNDERS | Event2Nm |
| Gross Receipts Event2 | $164,354 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $142,754 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,600 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $17,535 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,750 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $4,464 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $428,456 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $313,847 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $114,609 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $23,419 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $134,928 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $46,968 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $18,475 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,255,764 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,013,330 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $242,434 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $62,172 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $284,413 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $72,532 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $34,668 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $453,785 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$211,351 | 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 VIRGINIA | |||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 229044195 | 546001796 | 501(C)(3) | $282,599 | PAPERS OF GEORGE WASHINGTON |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 BRYAN POINT ROAD | ACCOKEEK | MD | 20607 | 520595110 | 501(C)(3) | $16,000 | GRADUATE FELLOWSHIP |
| ACCOKEEK FOUNDATION | |||||||
| 3910 KESWICK ROAD SUITE N4327B | BALTIMORE | MD | 21211 | 526037288 | 501(C)(3) | $15,000 | PROTECTION OF VIEWSHED |
| THE GILDER LERHMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 WEST 45TH STREET 2ND FLOOR | NEW YORK | NY | 10036 | 133795391 | 501(C)(3) | $10,000 | GEORGE WASHINGTON PRIZE |
| THE MOYAONE ASSOCIATION | |||||||
| PO BOX 113 | ACCOKEEK | MD | 20607 | 520677466 | 501(C)(4) | $9,000 | GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS & AWARDS | GrantTypeTxt |
| Recipient | 64 | RecipientCnt |
| Cash Grant | $232,000 | 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 | Yes (1) | 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 (9 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 | $323,776 | $0 | $0 | $0 | $0 | $0 | $22,985 | $0 | $13,979 | $0 | $360,740 | $0 | $0 | $0 |
| ROBERT SHENK | ||||||||||||||
| SVP VISITOR ENGAGEMENT - UNTIL 09/19 | $179,809 | $0 | $0 | $0 | $100,000 | $0 | $18,400 | $0 | $10,079 | $0 | $308,288 | $0 | $0 | $0 |
| PHILIP L MANNO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $238,567 | $0 | $0 | $0 | $0 | $0 | $18,594 | $0 | $1,381 | $0 | $258,542 | $0 | $0 | $0 |
| JOSEPH A BONDI | ||||||||||||||
| SVP DEVELOPMENT | $228,103 | $0 | $0 | $0 | $0 | $0 | $14,725 | $0 | $8,236 | $0 | $251,064 | $0 | $0 | $0 |
| SUSAN SCHOELWER | ||||||||||||||
| EXEC. DIR. OF HPC & RHS SR. CURATOR | $167,667 | $0 | $0 | $0 | $0 | $0 | $9,485 | $0 | $9,902 | $0 | $187,054 | $0 | $0 | $0 |
| KEVIN BUTTERFIELD | ||||||||||||||
| EXECUTIVE DIR. WASHINGTON LIBRARY | $170,191 | $0 | $0 | $0 | $0 | $0 | $3,082 | $0 | $11,770 | $0 | $185,043 | $0 | $0 | $0 |
| BEREND OLTMANS | ||||||||||||||
| DIRECTOR OF IT | $162,383 | $0 | $0 | $0 | $0 | $0 | $12,802 | $0 | $487 | $0 | $175,672 | $0 | $0 | $0 |
| MATTHEW K BRINEY | ||||||||||||||
| VP OF MEDIA & COMMUNICATIONS | $147,772 | $0 | $0 | $0 | $0 | $0 | $12,290 | $0 | $10,187 | $0 | $170,249 | $0 | $0 | $0 |
| ROY FREDERICK YOUNG II | ||||||||||||||
| VP EDUCATION - UNTIL 09/19 | $105,891 | $0 | $0 | $0 | $40,000 | $0 | $6,460 | $0 | $3,822 | $0 | $156,173 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | 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. |
| PART I, LINE 4A | DURING THE YEAR ENDED DECEMBER 31, 2019, ROBERT SHENK, SVP VISITOR ENGAGEMENT, AND ROY FREDERICK YOUNG II, VP EDUCATION, RECEIVED A SEVERANCE PAYMENT OF $100,000 AND $40,000 RESPECTIVELY. |
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 | 86 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,084,257 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 1 | $60,138 | FMV |
| Yes (X) | SUPPLIES | 18 | $54,953 | FMV |
| Yes (X) | MISCELLANEOUS | 6 | $52,928 | FMV |
| 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 BOARD OF DIRECTORS 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 -1,311,905. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 346,673. |
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