2020-07-07T14:15:03-05:00 2019-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-10-01 521792608 NATIONAL ARCHIVES FOUNDATION NATI 2023575221 700 PENNSYLVANIA AVENUE NW NO G12 WASHINGTON DC 204080001 PATRICK M MADDEN EXECUTIVE DIRECTOR 2023575221 2020-07-07 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-07-07 15:15:01 ED P 8A04992F9AA5330EDB38CCF362EE047B41C21F8B 7D98D07FA2D89BB842A260B78B6C37DE5C6222CA 2018 2020-11-06 18:47:13Z PATRICK M MADDEN 700 PENNSYLVANIA AVENUE NW NO G12 WASHINGTON DC 204080001 7977395 0 X WWW.ARCHIVESFOUNDATION.ORG X 1992 DC SEE PART III, LINE 1. 37 37 65 37 0 0 3673682 3779679 271960 191870 132544 153917 1671646 1756555 5749832 5882021 1117250 633445 0 0 2444808 2565604 0 0 1261851 2581068 3274262 6143126 6473311 -393294 -591290 8547954 8146785 352674 363110 8195280 7783675 X THE FOUNDATION WAS CREATED TO SUPPORT THE ARCHIVIST OF THE UNITED STATES IN THE DEVELOPMENT OF PROGRAMS, TECHNOLOGY, PROJECTS AND MATERIALS THAT WILL INTRODUCE THE ARCHIVES AND INTERPRET ITS HOLDINGS TO INDIVIDUALS AROUND THE WORLD. 0 0 1093619 1849879 NATIONAL ARCHIVES STORE: THE NATIONAL ARCHIVES STORE PLAYS A VITAL ROLE IN FULFILLING THE MISSION OF THE NATIONAL ARCHIVES FOUNDATION. AS THE EXCLUSIVE GIFT SHOP OF THE NATIONAL ARCHIVES MUSEUM, THE NATIONAL ARCHIVES STORE SUPPORTS EXHIBITION AND EDUCATIONAL MESSAGING THROUGH THE DEVELOPMENT AND PRESENTATION OF HIGH-QUALITY MERCHANDISE HIGHLIGHTING THE HOLDINGS OF THE NATIONAL ARCHIVES. ALL PROCEEDS HELP SUPPORT NATIONAL ARCHIVES EXHIBITS, PUBLIC PROGRAMS, AND EDUCATIONAL INITIATIVES ACROSS THE COUNTRY. 708643 7000 MUSEUM ACTIVITIES: MUSEUM ACTIVITIES ARE INTENDED TO SUPPORT AUDIENCE DEVELOPMENT, BRANDING AND PROMOTION OF THE NATIONAL ARCHIVES, AS WELL AS VOLUNTEER PROGRAMS. ACTIVITIES INCLUDE: THE JULY 4TH CELEBRATION AND MANY OTHERS. 1037730 191870 EXHIBITIONS: DURING THE CURRENT FISCAL YEAR, THE LAWRENCE F. O'BRIEN GALLERY "RIGHTFULLY HERS: AMERICAN WOMEN AND THE VOTE" EXHIBIT PROVIDED AN OVERVIEW OF THE EVENTS LEADING UP AND FOLLOWING THE PASSING OF THE 19TH AMENDMENT. 649761 626445 EDUCATION: MORE THAN 15,000 TEACHERS AND STUDENTS FROM AROUND THE COUNTRY PARTICIPATED IN WORKSHOPS AND VIDEO CONFERENCES THROUGH THE FOUNDATION SUPPORTED THE BOEING LEARNING CENTER IN 2018. PARTICIPATING IN THESE WORKSHOPS AND VIDEOS, STUDENTS AND TEACHERS LEARN HOW TO USE THE NATIONAL ARCHIVES RECORDS IN THE CLASSROOM. THE FOUNDATION ALSO HELPED THE NATIONAL ARCHIVES MAINTAIN ITS DOCSTEACH WEBSITE AND SUPPORTS NATIONAL HISTORY DAY ACTIVITIES. 61861 THEATER PROGRAMS: THE WILLIAM G. MCGOWAN THEATER, BUILT AND SUPPORTED BY THE FOUNDATION, IS WASHINGTON, DC'S PREMIER VENUE FOR FREE DOCUMENTARY FILMS, AUTHOR LECTURES, AND PANEL DISCUSSIONS EXPLORING HISTORICAL AND CURRENT EVENTS. 531845 RONALD REAGAN LIBRARY: THE RONALD REAGAN LIBRARY PROJECT IS THE SITUATION ROOM: WASHINGTON'S CABINET IS A NEW SCENARIO FOR THE SITUATION ROOM EXPERIENCE SERIES OF EDUCATIONAL SIMULATIONS. THE SCENARIO IS A JOINT PROJECT BETWEEN THE RONALD REAGAN PRESIDENTIAL LIBRARY AND GEORGE WASHINGTON'S MOUNT VERNON AND IS DESIGNED TO BE IMPLEMENTED AT BOTH LOCATIONS. THE SIMULATION WILL ACCOMMODATE 20-40 HIGH SCHOOL PARTICIPANTS AND WILL FIT WITHIN A THREE-HOUR VISITATION WINDOW, INCLUDING NINETY MINUTES OF "LIVE PLAY." THE SCENARIO SERVES HIGH SCHOOL PARTICIPANTS AS A BASELINE BUT WILL BE A REWARDING EXPERIENCE FOR UNDERGRADUATES AND ADULT GROUPS ALIKE. THE SCENARIO IS AN 18TH CENTURY FOREIGN POLICY CRISIS SET DURING AMERICA'S FIRST "SITUATION ROOM" IN THE FORM OF PRESIDENT GEORGE WASHINGTON'S CABINET. PLAYERS TAKE ON A ROLE FROM THE ERA OF THE FOUNDING FATHERS AND ACT TO SAVE THE COUNTRY FROM BEING CONSUMED BY A WORLD WAR. 2215 NATIONAL ARCHIVES EXPERIENCE: THE FOUNDATION CONTINUES TO SUPPORT THE NATIONAL ARCHIVES EXPERIENCE, WHICH INCLUDES MUSEUM EXHIBITIONS, PUBLIC PROGRAMS, EDUCATIONAL ACTIVITIES, PUBLICATIONS, AND ONLINE INITIATIVES. A PERMANENT EXHIBITION, VISITOR ORIENTATION PLAZA, AND UPGRADES TO THE MUSEUM STORE OPENED IN 2013 AND CONTINUING MAINTENANCE COSTS ARE INCURRED FOR THIS SPACE IN THE MUSEUM. 1245682 626445 4085674 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 65 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI HI X PATRICK M MADDEN 2023575222 700 PENNSYLVANIA AVENUE NW RM G12 WASHINGTON DC 204080001 JAMES J BLANCHARD CHAIR AND PRESIDENT 5.00 X X 0 0 0 JACQUELINE B MARS VICE PRESIDENT 2.00 X X 0 0 0 ROBERT MOSBACHER JR VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL POWELL VICE PRESIDENT 2.00 X X 0 0 0 LUCINDA ROBB VICE PRESIDENT 2.00 X X 0 0 0 ROSS O SWIMMER TREASURER 2.00 X X 0 0 0 MARILYNN WOOD HILL SECRETARY 2.00 X X 0 0 0 MICHAEL R BESCHLOSS BOARD MEMBER 1.50 X 0 0 0 A'LELIA BUNDLES BOARD MEMBER 1.50 X 0 0 0 KEN BURNS BOARD MEMBER 1.50 X 0 0 0 KEVIN BROWN BOARD MEMBER 1.50 X 0 0 0 STEVEN W CAPLE BOARD MEMBER 1.50 X 0 0 0 JAMES W CICCONI BOARD MEMBER 1.50 X 0 0 0 PETER CUNEO BOARD MEMBER 1.50 X 0 0 0 TERRI FARIELLO BOARD MEMBER 1.50 X 0 0 0 LAURA GATES BOARD MEMBER 1.50 X 0 0 0 MARY GRAHAM BOARD MEMBER 1.50 X 0 0 0 FRUZSINA M HARSANYI BOARD MEMBER 1.50 X 0 0 0 DAVID JACOBSON BOARD MEMBER 1.50 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.50 X 0 0 0 TIM KEATING BOARD MEMBER 1.50 X 0 0 0 CAMERON F KERRY BOARD MEMBER 1.50 X 0 0 0 ZINA KRAMER BOARD MEMBER 1.50 X 0 0 0 FAY HARTOG-LEVIN BOARD MEMBER 1.50 X 0 0 0 JON LIEBMAN BOARD MEMBER 1.50 X 0 0 0 WILLIAM H MINOR BOARD MEMBER 1.50 X 0 0 0 MARY C MOYNIHAN BOARD MEMBER 1.50 X 0 0 0 LAWRENCE F O'BRIEN III BOARD MEMBER 1.50 X 0 0 0 SOLEDAD O'BRIEN BOARD MEMBER 1.50 X 0 0 0 BRUCE RAMER BOARD MEMBER 1.50 X 0 0 0 SUSAN P ROBERTS BOARD MEMBER 1.50 X 0 0 0 DEBORAH RATNER SALZBERG BOARD MEMBER 1.50 X 0 0 0 RODNEY E SLATER BOARD MEMBER 1.50 X 0 0 0 RILEY TEMPLE BOARD MEMBER 1.50 X 0 0 0 MARJORIE B TIVEN BOARD MEMBER 1.50 X 0 0 0 DAVID E WEISMAN BOARD MEMBER 1.50 X 0 0 0 TOM E WHEELER BOARD MEMBER 1.50 X 0 0 0 PATRICK MADDEN EXECUTIVE DIRECTOR 45.00 X 268402 0 11968 STEVE JENKINS SENIOR DIRECTOR OF FINANCE 40.00 X 102159 0 8358 JIM DOUMAS DEPUTY DIRECTOR 40.00 X 184158 0 15001 MATTHEW BANKS SENIOR DIR. OF DEVELOPMENT 40.00 X 115625 0 0 ANGELA CATIGANO SENIOR DIR. OF RETAIL & ECOMMERCE 40.00 X 111172 0 12195 781516 0 47522 5 0 1 0 0 309667 3470012 254787 3779679 EXHIBITION REVENUE 900099 191870 191870 191870 123067 123067 795 795 725799 694949 30850 30850 30850 31750 136965 -105215 -105215 3113339 1263460 1849879 1849879 MISCELLANEOUS 900099 11096 11096 11096 5882021 2041749 0 60593 X 633445 633445 616227 616227 1595236 876643 148585 570008 45105 15215 19126 10764 138453 63368 30523 44562 170583 79207 44402 46974 28000 28000 33937 33937 1539258 1055412 44506 439340 325305 323580 1725 277987 183977 65465 28545 77700 21905 4087 51708 2156 2156 57426 34298 10462 12666 20173 3843 11475 4855 242 162 80 8120 7821 299 16488 16488 RONALD REGAN PRES. LIBR 531845 531845 PROG.-RELATED FOOD COST 215642 170879 37186 7577 CREDIT CARDS FEES 87362 71003 75 16284 STAFF DEVELOPMENT 11826 1302 9630 894 40795 11769 5233 23793 6473311 4085674 1125786 1261851 4362 706353 2841596 788510 734632 490391 4000 21417 965616 848772 145191 116668 200571 193459 13398 7112 3839159 5167562 8547954 8146785 256099 239269 96575 123841 352674 363110 X 3144355 3246153 2150925 1787522 2900000 2750000 8195280 7783675 8547954 8146785 -591290 179685 0 X 0 1 X 1 0 X 1540245 4906083 6523558 3673682 3779679 20423247 337440 337440 347563 357990 357990 1738423 1877685 5243523 6871121 4031672 4137669 22161670 1812080 20349590 4885 15763 15342 71539 123862 231391 758 2836 19159 12289 11096 46138 22439199 15166155 0.90690 0.84650 X SCHEDULE A, PART III, 2014: THIS COLUMN REFLECTS ACTIVITY FROM A SHORT PERIOD OF 01/01/15-09/30/15. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3549704 120152 494345 150000 3025511 4038681 71500 36881 597358 3549704 4038681 4038681 0.00000 0.90900 0.09100 0 0 200571 193459 7112 7112 X 6665322 179685 500588 136965 817238 5848084 33937 33937 5882021 7076927 500588 136965 637553 6439374 33937 33937 6473311 PART V, LINE 4: THE INVESTMENT EARNINGS MUST BE USED FOR THE ONGOING SUPPORT OF THE RONALD REAGAN LIBRARY PROJECT: THE SITUATION ROOM. PART X, LINE 2: FOR THE YEAR ENDED SEPTEMBER 30, 2019, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 136,965. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 136,965. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B GALA 2019 31750 31750 77428 59537 31750 31750 77428 59537 136965 -105215 SCHEDULE G, PART II, FUNDRAISING EVENTS DUE TO THE TIMING OF THE ANNUAL FUNDRAISING EVENT,THE CONTRIBUITON REVENUE WAS RECONGIZED AS TEMPORARILY RESTRICTED IN THE PRECCEDING YEAR. THEREFORE, THERE ARE NO CHARITABLE CONTRIBUTIONS REPORTED ON SCHEDULE G, PART II. 1 EISENHOWER PRESIDENTIAL LIBRARY (ON BEHALF OF NARA) 200 SE 4TH STREET ABELINE KS 67410 GOVERNMENT 6000 TO SUPPORT 19TH AMENDMENT RELATED TO WOMEN'S SUFFRAGE IN KANSAS GEORGE HW BUSH PRESIDENTIAL LIBRARY (ON BEHALF OF NARA) 1000 GEORGE BUSH DR W COLLEGE STATION TX 77845 GOVERNMENT 6000 IN SUPPORT OF WOMEN. PEACEE AND SECURITY PANEL PROGRAM GERALD R FORD MUSEUM (ON BEHALF OF NARA) 303 PEARL STREET NW GRAND RAPIDS MI 49504 GOVERNMENT 10000 TO SUPPORT PRODUCTION OF THE DOCUMENTARY STAGE PLAY, SHE DID ALL THAT" AT FORD MUSEUM MUSEUM OF NEW MEXICO FOUNDATION (ON BEHALF OF NARA) PO BOX 2065 SANTA FE NM 87504 850202503 501(C)(3) 135345 INDIAN TREATIES CONSERVATION AND DIGITIZATION PROJECT - INDIGENOUS DIGITAL ACTIVE NARA TRUST 700 PENNSYLVANIA AVE NW WASHINGTON DC 20408 GOVERNMENT 454600 AWARDS FOR VOLUNTEER RECOGNITION EVENTS, NATIONAL ARCHIVES AT NEW YORK CITY - NIGHT AT THE MUSEUM EVENT, THE FEATURED DOCUMENT PROGRAM, NATIONAL ARCHIVES NATIONAL HISTORY DAY WORKSHOPS & COMPETITIONS, AND DIGITIZATION OF THE TREAUSRE VAULTS. UNIVERSITY OF VIRGINIA (ON BEHALF OF NARA) PO BOX 400195 CHARLOTTESVILLE VA 22904 546001796 501(C)(3) 7500 SEAS OF KNOWLEDGE: DIGITIZATION AND RETROSPECTIVE ANALSYIS OF HISTORICAL LOGBOOKS OF THE U.S. NAVY WILLIAM J CLINTON PRESIDENTIAL LIBRARY (ON BEHALF OF NARA) PO BOX 2065 SANTA FE NM 87504 GOVERNMENT 10000 IN SUPPORT OF THE 19TH AMENDMENT THEMED EXHIBIT AND PROGRAMMING THE ANNIVERSARY OF SECRETARY HILLARY RODHAM CLINTON'S WOMEN'S RIGHTS ARE HUMAN RIGHTS' ADDRESS 7 0 PART I, LINE 2: EACH YEAR, THE FOUNDATION AND NARA AGREE TO THE PROJECTS AND THE FUNDS REQUIRED FOR THESE PROJECTS. NO MONITORING OF THESE GRANTS IS REQUIRED. THE NON NARA GRANTS LISTED ABOVE WERE MADE IN CONJUNCTION WITH NARA. X X 0 0 0 0 0 0 0 0 0 PATRICK MADDEN EXECUTIVE DIRECTOR 268402 0 0 0 0 0 7200 0 4768 0 280370 0 0 0 JIM DOUMAS DEPUTY DIRECTOR 184158 0 0 0 0 0 9650 0 5351 0 199159 0 0 0 X 10 254787 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE. UPON THE DETERMINATION OF THE ACCURACY OF THE DRAFT, IT WAS SENT TO THE AUDIT COMMITTEE FOR APPROVAL. ONCE APPROVED BY THE COMMITTEE, THE FINAL FORM 990 WAS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY EACH MEMBER OF THE BOARD OF DIRECTORS AND A CONFLICT OF INTEREST COMPLIANCE STATEMENT IS SIGNED ANNUALLY. THE EMPLOYEES REVIEW THE POLICY AND SIGN A COMPLINACE STATEMENT UPON HIRE AND DURING AN ANNUAL PERFORMANCE REVIEW. UPON THE FIRST KNOWLEDGE BY AN INTERESTED PERSON THAT NAF, THE BOARD OR A COMMITTEE IS CONSIDERING OR HAS CONSIDERED A TRANSACTION OR ARRANGEMENT WITH AN ENTITY OR INDIVIDUAL WITH WHICH THE INTERESTED PERSON HAS AN INTEREST, THE INTERESTED PERSON DISCLOSES THE EXISTENCE AND NATURE OF HIS/HER INTEREST TO THE COMMITTEE. THE INTERESTED PERSON ALSO RECUSES HIMSELF/HERSELF FROM VOTING ON THIS MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE CONDUCT SALARY RESEARCH ON COMPARABLE INDUSTRY AND SIMILAR-SIZED NONPROFIT ORGANIZATIONS. THE FINDINGS OF THESE RESULTS ARE PRESENTED TO OFFICERS OF THE BOARD FOR RECOMMENDATIONS AND THE PROCESS IS DOCUMENTED. A SIMILAR PROCESS IS CONDUCTED ANNUALLY BY THE EXECUTIVE DIRECTOR FOR THE DIRECTOR OF FINANCE OF THE ORGANIZATION, ALONG WITH OTHER DIRECTORS OF THE FOUNDATION. ALL REVIEWS ARE DOCUMENTED AND PLACED INTO THE RESPECTIVE PERSONNEL FILE. THE LAST SALARY REVIEW TOOK PLACE IN SEPTEMBER 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 7,078. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,078. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 125,116. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,116. SECURITY: PROGRAM SERVICE EXPENSES 57,526. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 141,868. TOTAL EXPENSES 199,394. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 864,546. MANAGEMENT AND GENERAL EXPENSES 44,506. FUNDRAISING EXPENSES 297,472. TOTAL EXPENSES 1,206,524. SIGNAGE: PROGRAM SERVICE EXPENSES 1,146. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,146.