2019-08-12T08:38:13-05:00 2018-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-10-01 521792608 NATIONAL ARCHIVES FOUNDATION NATI 2023575221 700 PENNSYLVANIA AVENUE NW NO G12 WASHINGTON DC 204080001 PATRICK M MADDEN EXECUTIVE DIRECTOR 2023575221 2019-08-12 1 3019519090 75.103.231.202 2019-08-12 09:38:06 ED P 4FA38BE9C690C82C721A5060F87FC7588CB81F81 80E9E9EF7FED1CEBCB556B9782601424863D61D7 2017 2019-02-21 02:37:17Z PATRICK M MADDEN 700 PENNSYLVANIA AVENUE NW NO G12 WASHINGTON DC 204080001 8354986 0 X WWW.ARCHIVESFOUNDATION.ORG X 1992 DC SEE PART III, LINE 1. 37 37 68 37 0 4992 6523558 3673682 155375 271960 -20972 132544 1916543 1671646 8574504 5749832 605475 1117250 0 0 2158730 2444808 0 0 914131 1848913 2581068 4613118 6143126 3961386 -393294 8735710 8547954 283654 352674 8452056 8195280 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 1 1022731 1788329 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. 650571 7000 MUSEUM ACTIVITIES: MUSEUM ACTIVITIES ARE INTENDED TO SUPPORT AUDIENCE DEVELOPMENT, BRANDING AND PROMOTION OF THE NATIONAL ARCHIVES, AS WELL AS VOLUNTEER PROGRAMS. ACTIVITIES DURING 2018 INCLUDED THE JULY 4TH CELEBRATION AND MANY OTHERS. 1166919 644250 269460 EXHIBITIONS: DURING HTE CURRENT FISCAL YEAR, THE LAWRENCE F. O'BRIEN GALLERY "REMEMBERING VIETNAM" AN OVERVIEW OF THE EVENTS LEADING UP TO AND FOLLOWING THE WAR IN VIETNAM. 506982 466000 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. 175277 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. 597538 2500 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. 17398 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. 1297195 466000 2500 4137416 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 68 1 1 1 0 0 0 0 1 1 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 CT 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/PRESIDENT 5.00 X X 0 0 0 COKIE ROBERTS VICE CHAIR 2.00 X X 0 0 0 JACQUELINE MARS VICE PRESIDENT 2.00 X X 0 0 0 ROB 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 SWIMMER TREASURER 1.50 X X 0 0 0 MARILYNN WOOD HILL SECRETARY 1.50 X 0 0 0 MICHAEL R BESCHLOSS BOARD MEMBER 1.50 X 0 0 0 KEN BURNS BOARD MEMBER 1.50 X 0 0 0 ALELIA BUNDLES BOARD MEMBER 1.50 X 0 0 0 KEVIN BROWN BOARD MEMBER 1.50 X 0 0 0 STEVEN CAPLE BOARD MEMBER 1.50 X 0 0 0 JAMES CICCONI BOARD MEMBER 1.50 X 0 0 0 PETER CUNEO BOARD MEMBER 1.50 X 0 0 0 LAURA GATES BOARD MEMBER 1.50 X 0 0 0 FRUZSINA HARSANYI BOARD MEMBER 1.50 X 0 0 0 SHARRON HUNT BOARD MEMBER 1.50 X 0 0 0 DAVID JACOBSON BOARD MEMBER 1.50 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.50 X 0 0 0 TIMOTHY KEATING BOARD MEMBER 1.50 X 0 0 0 CAMERON KERRY BOARD MEMBER 1.50 X 0 0 0 ZINA KRAMER BOARD MEMBER 1.50 X 0 0 0 FAY HARTOG LEVIN BOARD MEMBER 1.50 X 0 0 0 JON LIEBMAN BOARD MEMBER 1.50 X 0 0 0 KENNETH G LORE BOARD MEMBER 1.50 X 0 0 0 CAPPY R MCGARR BOARD MEMBER 1.50 X 0 0 0 WILLIAM MINOR COUNSEL 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 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 THOMAS WHEELER BOARD MEMBER 1.50 X 0 0 0 PATRICK MADDEN EXECUTIVE DIRECTOR 40.00 X 258000 0 16610 JOSEPH GRAIF DIRECTOR OF FINANCE (UNTIL 01/18) 40.00 X 95026 0 6082 STEVE JENKINS DIRECTOR OF FINANCE (FROM 03/18) 40.00 X 0 0 0 JAMES DOUMAS DEPUTY DIRECTOR 40.00 X 160833 0 3350 ANGELA CATIGANO DIRECTOR OF RETAIL AND ECOMMERCE 40.00 X 108000 0 14198 CHRIS MCCLEARY DIRECTOR OF DEVELOPMENT 40.00 X 169500 0 15886 791359 0 56126 4 0 1 0 0 4461 1003960 23000 2642261 113571 3673682 EXHIBITION REVENUE 900099 269460 269460 ADMISSION FEES 900099 2500 2500 271960 70903 70903 636 636 1225070 1163429 61641 61641 61641 36750 23000 166358 -129608 -129608 3063696 1275367 1788329 1788329 MISCELLANEOUS 900099 12289 12289 12289 5749832 2060289 0 15861 X 1117250 1117250 409269 120828 225281 63160 1712324 826243 464818 421263 46557 15529 15754 15274 110990 29609 60556 20825 165668 78430 49326 37912 24201 24201 32037 32037 768650 505463 33751 229436 299316 297629 125 1562 287934 185946 67037 34951 23037 7980 15057 63557 49487 8733 5337 21795 2034 10223 9538 506 93 413 6933 6634 299 12582 12582 RONALD REGAN PRES. LIBR 596193 596193 PROG.-RELATED FOOD COST 253389 190119 34474 28796 CREDIT CARDS FEES 86799 69094 4276 13429 MISCELLANEOUS 43790 15590 18424 9776 60349 23265 14212 22872 6143126 4137416 1091579 914131 19530 4362 5120493 2841596 1688002 734632 4000 915903 965616 59677 145191 200571 187173 14147 13398 917958 3839159 8735710 8547954 155629 256099 128025 96575 283654 352674 X 2570772 3144355 2981284 2150925 2900000 2900000 8452056 8195280 8735710 8547954 -393294 136518 0 X 0 1 X 1 0 X 2543741 1540245 4906083 6523558 3673682 19187309 337440 337440 347563 357990 1380433 2543741 1877685 5243523 6871121 4031672 20567742 3031103 17536639 805 4885 15763 15342 71539 108334 4738 758 2836 19159 12289 39780 20715856 14272214 0.84650 0.83870 X SCHEDULE A, PART III, 2014: THIS COLUMN REFLECTS ACTIVITY FROM A SHORT PERIOD OF 01/01/15-09/30/15. 4038681 71500 35881 597358 25373 3523331 4038681 4038681 0.81700 0.18300 0 0 200571 187173 13398 13398 X 7027395 136518 1006724 166358 1309600 5717795 32037 32037 5749832 7284171 1006724 166358 1173082 6111089 32037 32037 6143126 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, 2018, 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 STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B 166,358. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B 166,358. GALA 2018 59750 23000 36750 87868 78490 59750 23000 36750 87868 78490 166358 -129608 1 NATIONAL ARCHIVES 700 PENNSYLVANIA AVE NW WASHINGTON DC 20408 GOVERNMENT 1093000 RIGHTFULLY HERS EXHIBIT, DIGITALIZING AND EDUCAITON 1 0 PART I, LINE 2: EACH YEAR, THE FOUNDATION AND NARA AGREE TO THE PROJECTS AND THE FUNDS REQUIRED FOR THESE PROJECTS. NO MONITORING OF THESE GRANTS IS REQUIRED. X X 1 0 0 0 0 0 0 0 0 PATRICK MADDEN EXECUTIVE DIRECTOR 258000 0 0 0 0 0 7200 0 9410 0 274610 0 0 0 JAMES DOUMAS DEPUTY DIRECTOR 160833 0 0 0 0 0 402 0 2948 0 164183 0 0 0 CHRIS MCCLEARY DIRECTOR OF DEVELOPMENT 169500 0 0 0 0 0 8475 0 7411 0 185386 0 0 0 PART I, LINE 4A JOSEPH GRAIF RECEIVED A SEVERANCE PAYMENT OF $19,231. X 11 100901 X 2 13080 X SUPPLIES 1 400 0 0 0 FORM 990, PART III, LINE 3 DURING THE YEAR, THE ORGANIZATION COMPLETED THE NATIONAL ARCHIVES PROGRAM. 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 2018. 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 1,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,083. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 47,292. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,250. TOTAL EXPENSES 49,542. SECURITY: PROGRAM SERVICE EXPENSES 43,156. MANAGEMENT AND GENERAL EXPENSES 9,916. FUNDRAISING EXPENSES 98,666. TOTAL EXPENSES 151,738. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 413,932. MANAGEMENT AND GENERAL EXPENSES 23,835. FUNDRAISING EXPENSES 128,520. TOTAL EXPENSES 566,287.