2018-07-02T15:38:41-05:00 2017-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2016-10-01 521792608 NATIONAL ARCHIVES FOUNDATION NATI 2023575221 700 PENNSYLVANIA AVE NW NO G12 WASHINGTON DC 204080001 PATRICK M MADDEN EXECUTIVE DIRECTOR 2023575221 2018-07-02 1 3019519090 2016 2022-09-23 18:48:47Z PATRICK M MADDEN 700 PENNSYLVANIA AVE NW NO G12 WASHINGTON DC 204080001 10234171 0 X WWW.ARCHIVESFOUNDATION.ORG X 1992 DC SEE PART III, LINE 1. 40 40 36 40 0 0 4906083 6523558 161525 155375 60364 -20972 1409217 1916543 6537189 8574504 934240 605475 0 0 2101825 2158730 0 0 859193 2044526 1848913 5080591 4613118 1456598 3961386 4597045 8735710 212970 283654 4384075 8452056 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. 1 0 993706 1896100 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. 673048 MUSEUM ACTIVITIES: MUSEUM ACTIVITIES ARE INTENDED TO SUPPORT AUDIENCE DEVELOPMENT, BRANDING AND PROMOTION OF THE NATIONAL ARCHIVES, AS WELL AS VOLUNTEER PROGRAMS. ACTIVITIES DURING 2017 INCLUDED THE JULY 4TH CELEBRATION AND MANY OTHERS. 630091 275000 143875 EXHIBITIONS: DURING THE CURRENT FISCAL YEAR, THE LAWRENCE F. O'BRIEN GALLERY CONTINUED TO HOST THE EXHIBIT, "AMENDING AMERICA", AN OVERVIEW OF THE CONSTITUTION AND THE PROCESS OF AMENDING IT OVER THE LIFE OF OUR NATION. THIS EXHIBIT OPENED IN MARCH OF 2016 AND CLOSED SEPTEMBER 2017. ALSO FUNDED WAS A TRAVELLING EXHIBIT BASED UPON THE BILL OF RIGHTS. 348297 329725 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 2017. 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. 155865 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. 68310 750 11500 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. 55193 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. 627665 330475 11500 2924510 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 X 40 40 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 X PATRICK M MADDEN 2023575222 700 PENNSYLVANIA AVENUE NW RM G12 WASHINGTON DC 204080001 A'LELIA BUNDLES CHAIR & PRESIDENT 5.00 X X 0 0 0 JAMES J BLANCHARD VICE CHAIR 2.00 X X 0 0 0 MICHAEL R BESCHLOSS VICE PRESIDENT 2.00 X X 0 0 0 KEN BURNS VICE PRESIDENT 2.00 X X 0 0 0 COKIE ROBERTS VICE PRESIDENT 2.00 X X 0 0 0 MARVIN F WEISSBERT TREASURER 2.00 X X 0 0 0 MARILYNN WOOD HILL SECRETARY 1.50 X X 0 0 0 BESS ABELL BOARD MEMBER 1.50 X 0 0 0 HONEY ALEXANDER 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 RICHARD ELIASBERG BOARD MEMBER 1.50 X 0 0 0 NANCY FOLGER BOARD MEMBER 1.50 X 0 0 0 WILLIAM R HARMAN BOARD MEMBER 1.50 X 0 0 0 FRUZSINA M HARSANYI BOARD MEMBER 1.50 X 0 0 0 SHARRON HUNT BOARD MEMBER 1.50 X 0 0 0 MARY LYNN KOTZ 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 JACQUELINE MARS BOARD MEMBER 1.50 X 0 0 0 CAPPY R MCGARR BOARD MEMBER 1.50 X 0 0 0 WILLIAM H MINOR COUNSEL 1.50 X 0 0 0 MARY C MOYNIHAN BOARD MEMBER 1.50 X 0 0 0 LAWRENCE F O'BRIEN BOARD MEMBER 1.50 X 0 0 0 MICHAEL POWELL BOARD MEMBER 1.50 X 0 0 0 BRUCE RAMER BOARD MEMBER 1.50 X 0 0 0 LICINDA ROBB BOARD MEMBER 1.50 X 0 0 0 DEBORAH RATNER SALZBERG BOARD MEMBER 1.50 X 0 0 0 ALBERT H SMALL BOARD MEMBER 1.50 X 0 0 0 DIANA SPENCER BOARD MEMBER 1.50 X 0 0 0 ROSS SWIMMER BOARD MEMBER 1.50 X 0 0 0 MAJORIE B TIVEN BOARD MEMBER 1.50 X 0 0 0 RILEY TEMPLE BOARD MEMBER 1.50 X 0 0 0 LINDA DAVIS WATTERS 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 JOHN H ZENTAY BOARD MEMBER 1.50 X 0 0 0 PATRICK MADDEN EXECUTIVE DIRECTOR 40.00 X 235022 0 12435 JOSEPH GRAIF DIRECTOR OF FINANCE & ADMINISTRATION 40.00 X 95026 0 10401 CHRISTOPHER MC CLEARY DIRECTOR OF DEVELOPMENT 40.00 X 140350 0 13666 470398 0 36502 2 0 1 0 0 8970 974125 5540463 174487 6523558 EXHIBITION REVENUE 900099 143875 143875 ADMISSION FEES 900099 11500 11500 155375 14058 14058 1284 1284 327299 362329 -35030 -35030 -35030 3193438 1297338 1896100 1896100 MISCELLANEOUS 900099 19159 19159 19159 8574504 2051475 0 -529 X 597625 597625 7850 7850 416038 416038 1469990 921579 95251 453160 39513 16057 8762 14694 95321 33355 61966 137868 77247 28050 32571 31838 31838 553588 461602 43322 48664 177497 177407 90 342307 236197 56222 49888 90338 21248 3311 65779 84889 68154 5051 11684 216599 70251 9209 137139 668 668 5110 4961 149 11777 11777 PROG.-RELATED FOOD COST 175509 120878 22503 32128 CREDIT CARDS 81224 62859 14743 3622 MAINTENANCE FEES 34802 34802 DUES AND SUBSCRIPTIONS 14426 7075 2631 4720 28341 5363 17924 5054 4613118 2924510 829415 859193 9743 19530 802430 5120493 2176726 1688002 3564 788288 915903 66865 59677 194387 180240 11352 14147 738077 917958 4597045 8735710 202820 155629 10150 128025 212970 283654 X 1905628 2570772 2478447 2981284 2900000 4384075 8452056 4597045 8735710 3961386 106595 0 X 0 1 X 1 0 X 3912768 2543741 1540245 4906083 6523558 19426395 337440 337440 347563 1022443 3912768 2543741 1877685 5243523 6871121 20448838 3195129 17253709 1827 805 4885 15763 15342 38622 57761 4738 758 2836 19159 85252 20572712 13228758 0.83870 0.67850 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 2900000 2900000 0.00000 1.00000 0.00000 0 0 194387 180240 14147 14147 X 9152314 106595 471215 577810 8574504 0 8574504 5084333 471215 471215 4613118 0 4613118 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, 2017, 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. 1 NATIONAL ARCHIVES 700 PENNSYLVANIA AVE NW WASHINGTON DC 20408 GOVERNMENT 593000 TO SUPPORT EDUCATION, EXHIBITS GIFT AND THE DIGITIZATION OF THE TREASURE VAULTS AND VIETNAM EXHIBITION TRUST FUNDS. 1 0 TEACHING STIPENDS 20 7100 BUS SCHOLARSHIP 1 750 PART I, LINE 2: AWARDS TO INDIVIDUALS ARE MADE THROUGH NARA'S "DOCS TEACH" PROGRAM. EACH YEAR, 35-40 TEACHERS ARE INVITED TO ATTEND A WEEK-LONG PROGRAM IN THE MUSEUM'S BOEING LEARNING CENTER, WHERE THEY LEARN HOW TO INCORPORATE USE OF NARA-HELD DOCUMENTS INTO THEIR CLASSROOM CURRICULA. THE FOUNDATION MAKES SMALL AWARDS TO COVER THE PARTICIPANTS' TRAVEL EXPENSES. 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 0 0 0 0 0 0 0 0 0 PATRICK MADDEN EXECUTIVE DIRECTOR 235022 0 0 0 0 0 7200 0 5235 0 247457 0 0 0 CHRISTOPHER MC CLEARY DIRECTOR OF DEVELOPMENT 140350 0 0 0 0 0 8475 0 5191 0 154016 0 0 0 X 5 168747 FMV X 1 4460 FMV X SUPPLIES 1 1280 FMV 0 0 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS OF NON-CASH CONTRIBUTIONS. FORM 990, PART III, LINE 2 IN FY17, THE ORGANIZATION STARTED ITS RONALD REAGAN LIBRARY PROGRAM. SEE BELOW FOR DETAILED DESCRIPTION. 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 & ADMINISTRATION. UPON THE DETERMINATION OF THE ACCURACY OF THE DRAFT, IT WAS SENT TO THE BUDGET AND FINANCE 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 & ADMINISTRATION 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 & ADMINISTRATION 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 2017. 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 265,232. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 265,232. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 13,354. MANAGEMENT AND GENERAL EXPENSES 5,250. FUNDRAISING EXPENSES 877. TOTAL EXPENSES 19,481. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 8,942. MANAGEMENT AND GENERAL EXPENSES 18,060. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,002. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 174,074. MANAGEMENT AND GENERAL EXPENSES 20,012. FUNDRAISING EXPENSES 47,787. TOTAL EXPENSES 241,873.