2017-09-12T08:47:02-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2016-01-01 530205923 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATI 2028793365 1776 D STREET NW WASHINGTON DC 200065303 CAROL O JACKSON TREASURER GENERAL 2028793365 2017-09-07 1 DAVID TRIMNER CPA P00444822 5712279500 67.137.57.251 2017-09-07 14:21:15 ED P 1A575DA7D4580FEB092587E941B69D20BC1E409C 939926C07207B06E5739D7A3CC5DF497BF659E8D 2016 2021-01-29 14:40:06Z ANN T DILLON 1776 D STREET NW WASHINGTON DC 200065303 27658564 0 X WWW.DAR.ORG X 1896 DC PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 86 85 172 4775 499818 0 10142552 9073021 10250170 10470248 2013345 2195216 2488144 3309371 24894211 25047856 1377921 1607785 0 0 7406428 7515675 0 734597 1952161 7885491 7487308 16669840 17345365 8224371 7702491 124401120 137482635 9964799 10013916 114436321 127468719 X THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) WAS ESTABLISHED TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE. THE SOCIETY ACHIEVES THIS OBJECTIVE THROUGH PROGRAMS WHICH ENCOURAGE HISTORICAL RESEARCH AND PUBLICATION, PRESERVATION OF HISTORICAL RELICS AND DOCUMENTS, EDUCATION AND PROMOTION OF PATRIOTIC ENDEAVORS. 0 0 4073286 4198616 GENEALOGY AND RESEARCH: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) MAINTAINS A RESEARCH AND AN EXTENSIVE GENEALOGICAL LIBRARY. THE LIBRARY CONTAINS APPROXIMATELY 225,000 VOLUMES, AS WELL AS MANY UNPUBLISHED GENEALOGY TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. 3171983 1100945 4014871 EDUCATION: NSDAR SUPPORTS TWO SCHOOLS IN THE APPALACHIAN AREA AND MAKES CONTRIBUTIONS TO SIX OTHER SCHOOLS. NSDAR AWARDS SCHOLARSHIPS IN POLITICAL SCIENCE, HISTORY, GOVERNMENT, ECONOMICS, BUSINESS, LAW, CHEMISTRY, NURSING, AND OCCUPATIONAL THERAPY. NSDAR ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHY PUBLICATION FOCUSING ON AMERICAN HISTORY, HISTORIC PRESERVATION, PATRIOTISM, AND EDUCATION. 3055454 50000 2882440 HISTORIC PRESERVATION: NSDAR MAINTAINS A MUSEUM FOR THE PURPOSE OF COLLECTING, EXHIBITING, AND PRESERVING OBJECTS RELATED TO THE AMERICAN REVOLUTION. THE MUSEUM IS OPEN TO MEMBERS AND THE GENERAL PUBLIC FREE OF CHARGE. NSDARS AMERICANA COLLECTION INCLUDES MANUSCRIPT AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NSDAR ALSO MAINTAINS CONSTITUTION HALL, AN AUDITORIUM DEDICATED TO THE US CONSTITUTION. 508216 456840 479217 BOARD PROJECTS: THIS PROGRAM INCLUDES ACTIVITIES TARGETED FOR ACTION BY THE PRESIDENT GENERAL. THE MOST RECENT PROJECT INVOLVES THE ONGOING PRESERVATION, RESTORATION AND IMPROVEMENT OF THE NSDAR COMPLEX OF HISTORIC BUILDINGS AND THE COLLECTIONS THEREIN, SUPPORTING CHAPTERS, ADVANCING DAR'S TECHNOLOGICAL CAPABILITIES IN SUPPORT OF ITS MISSION, FUNDING COMMUNITY GRANTS FOR HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM, AND IMPROVING NSDAR'S FINANCIAL STABILITY THROUGH PROMOTION OF ESTABLISHED PROGRAMS. 508216 456840 479217 10808939 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 48 0 172 1 1 1 0 0 0 0 1 1 0 0 0 0 X 86 85 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 0 1 1 1 1 0 AK AL AR AZ CO CT FL GA HI IL KS KY MA ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT WA WI WV X SUSAN KINNECOME 2028793365 1776 D STREET NW WASHINGTON DC 200065303 ANN T DILLON PRESIDENT GENERAL 40.00 X X 12000 0 0 LYNN F YOUNG 01-0616 PRESIDENT GENERAL 40.00 X X 12000 0 0 DENISE D VANBUREN FIRST VICE PRESIDENT GENERAL 20.00 X X 0 0 0 PAMELA R WRIGHT CHAPLAIN GENERAL 20.00 X X 0 0 0 ANN S CRIDER 01-0616 CHAPLAIN GENERAL 20.00 X X 0 0 0 MORGAN LAKE RECORDING SECRETARY GENERAL 20.00 X X 0 0 0 BARBARA H CARPENTER 01-0616 RECORDING SECRETARY GENERAL 20.00 X X 0 0 0 VIRGINIA LINGELBACH CORRESPONDING SECRETARY GENERAL 20.00 X X 0 0 0 KARON JARRARD 01-0616 CORRESPONDING SECRETARY GENERAL 20.00 X X 0 0 0 NANCY HEMMRICH ORGANIZING SECRETARY GENERAL 20.00 X X 0 0 0 CAROL O JACKSON TREASURER GENERAL 20.00 X X 0 0 0 MARTHA G BARNHART 01-0616 TREASURER GENERAL 20.00 X X 0 0 0 MARY FRISCH REGISTRAR GENERAL 20.00 X X 0 0 0 SHARON M WITHERS 01-0616 REGISTRAR GENERAL 20.00 X X 0 0 0 VIRGINIA TRADER HISTORIAN GENERAL 20.00 X X 0 0 0 BANA W CASKEY 01-0616 HISTORIAN GENERAL 20.00 X X 0 0 0 PATRICIA M HATFIELD LIBRARIAN GENERAL 20.00 X X 0 0 0 JUDITH H CHAFFIN 01-0616 LIBRARIAN GENERAL 20.00 X X 0 0 0 BARBARA FRANKENBERRY CURATOR GENERAL 20.00 X X 0 0 0 JENNIE MAY REHNBERG 01-0616 CURATOR GENERAL 20.00 X X 0 0 0 CONNIE OLDE REPORTER GENERAL 20.00 X X 0 0 0 MINDY T KAMMEYER 01-0616 REPORTER GENERAL 20.00 X X 0 0 0 BARBARA T HALPIN VICE PRESIDENT GENERAL 4.00 X 0 0 0 BILLIE F BREEDLOVE VICE PRESIDENT GENERAL 4.00 X 0 0 0 CONSTANCE GRUND VICE PRESIDENT GENERAL 4.00 X 0 0 0 DANNA KOELLING VICE PRESIDENT GENERAL 4.00 X 0 0 0 DONNA NASH VICE PRESIDENT GENERAL 4.00 X 0 0 0 DOROTHY LIND VICE PRESIDENT GENERAL 4.00 X 0 0 0 GAIL TERRY VICE PRESIDENT GENERAL 4.00 X 0 0 0 GALE ACRAFTON VICE PRESIDENT GENERAL 4.00 X 0 0 0 JEANIE HORNUNG VICE PRESIDENT GENERAL 4.00 X 0 0 0 JULIA ROGERS VICE PRESIDENT GENERAL 4.00 X 0 0 0 LAURA KESSLER VICE PRESIDENT GENERAL 4.00 X 0 0 0 LUANNE F BRUCKNER VICE PRESIDENT GENERAL 4.00 X 0 0 0 LYNDA W CLOSSON VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARTHA M CRAPSER VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARY MCALEENAN VICE PRESIDENT GENERAL 4.00 X 0 0 0 PATSY MCFALL VICE PRESIDENT GENERAL 4.00 X 0 0 0 PEGGY C TROXELL VICE PRESIDENT GENERAL 4.00 X 0 0 0 ROBERTA P MCMULLEN VICE PRESIDENT GENERAL 4.00 X 0 0 0 SANDRA MCCANN VICE PRESIDENT GENERAL 4.00 X 0 0 0 SUSAN THOMAS VICE PRESIDENT GENERAL 4.00 X 0 0 0 VIRGINIA S STORAGE VICE PRESIDENT GENERAL 4.00 X 0 0 0 BONNIE COOK 01-0616 VICE PRESIDENT GENERAL 4.00 X 0 0 0 ELIZABETH JONES 01-0616 VICE PRESIDENT GENERAL 4.00 X 0 0 0 JANET WHITTINGTON 01-0616 VICE PRESIDENT GENERAL 4.00 X 0 0 0 ZADEEA HARRIS 01-0616 VICE PRESIDENT GENERAL 4.00 X 0 0 0 JUDITH DEAN STATE REGENT - AK 4.00 X 0 0 0 NANCY FOLK STATE REGENT - AL 4.00 X 0 0 0 JERRI TOWNSEND STATE REGENT - AR 4.00 X 0 0 0 MARY DEERE 01-0616 STATE REGENT - AR 4.00 X 0 0 0 TERRI MOTT STATE REGENT - AZ 4.00 X 0 0 0 GILLIAN MORSE 01-0616 STATE REGENT - AZ 4.00 X 0 0 0 BEVERLY MONCRIEFF STATE REGENT - CA 4.00 X 0 0 0 CAROL JACKSON 01-0616 STATE REGENT - CA 4.00 X 0 0 0 MARGARET NORTON STATE REGENT - CO 4.00 X 0 0 0 ALICE RIDWAY STATE REGENT - CT 4.00 X 0 0 0 APRIL B STALEY 01-0616 STATE REGENT - CT 4.00 X 0 0 0 JANET MCFARLAND STATE REGENT - DC 4.00 X 0 0 0 ANN T SCHAEFFER 01-0616 STATE REGENT - DC 4.00 X 0 0 0 SUSAN BEACHELL STATE REGENT - DE 4.00 X 0 0 0 CLAUDIA ONKEN 01-0616 STATE REGENT - DE 4.00 X 0 0 0 VIRGINIA POFFENBERGER STATE REGENT - FL 4.00 X 0 0 0 JOYCE PATTON STATE REGENT - GA 4.00 X 0 0 0 IDA FISCHER 01-0616 STATE REGENT - GA 4.00 X 0 0 0 KATHERINE JOHNSON STATE REGENT - HI 4.00 X 0 0 0 MARY ELLEN SMITH 01-0616 STATE REGENT - HI 4.00 X 0 0 0 LUCINDA CARTER STATE REGENT - IA 4.00 X 0 0 0 SHARON BRADEN 01-0616 STATE REGENT - IA 4.00 X 0 0 0 RHONDA KREN STATE REGENT - ID 4.00 X 0 0 0 SHARON FRIZZELL STATE REGENT - IL 4.00 X 0 0 0 LOIS HUNTINGTON STATE REGENT - IN 4.00 X 0 0 0 KATHRYN WALKER WEST STATE REGENT - KS 4.00 X 0 0 0 BRENDA J DOOLEY 01-0616 STATE REGENT - KS 4.00 X 0 0 0 LESLIE MILLER STATE REGENT - KY 4.00 X 0 0 0 BARBARA ZINK 01-0616 STATE REGENT - KY 4.00 X 0 0 0 ZORA OLSSON STATE REGENT - LA 4.00 X 0 0 0 SUE L SIMPSON 01-0616 STATE REGENT - LA 4.00 X 0 0 0 HOLLY BLAIR STATE REGENT - MA 4.00 X 0 0 0 CAROL LARKIN STATE REGENT - MD 4.00 X 0 0 0 ELIZABETH HOTCHKISS STATE REGENT - ME 4.00 X 0 0 0 SANDRA H SWALLOW 01-0616 STATE REGENT - ME 4.00 X 0 0 0 DIANE SCHRIFT STATE REGENT - MI 4.00 X 0 0 0 RACHEL SANISIDRO STATE REGENT - MN 4.00 X 0 0 0 SUSAN BOWMAN STATE REGENT - MO 4.00 X 0 0 0 CYNTHIA C MCNAMARA STATE REGENT - MS 4.00 X 0 0 0 JANE LEE HAMMAN STATE REGENT - MT 4.00 X 0 0 0 CATHERINE LANE 01-0616 STATE REGENT - MT 4.00 X 0 0 0 ELIZABETH GRAHAM STATE REGENT - NC 4.00 X 0 0 0 ENID LYNCH STATE REGENT - ND 4.00 X 0 0 0 NANCY LEGERSKI 01-0616 STATE REGENT - ND 4.00 X 0 0 0 CONSTANCE PLETTER STATE REGENT - NE 4.00 X 0 0 0 KATHLEEN OCASIO 01-0616 STATE REGENT - NE 4.00 X 0 0 0 WENDY STANLEY JONES STATE REGENT - NH 4.00 X 0 0 0 PHYLLIS M GAGNON 01-0616 STATE REGENT - NH 4.00 X 0 0 0 KAREN STROEVER STATE REGENT - NJ 4.00 X 0 0 0 CORNELIA OLDE 01-0616 STATE REGENT - NJ 4.00 X 0 0 0 GENORA CANON STATE REGENT - NM 4.00 X 0 0 0 LYNN WALLACE KINSELL STATE REGENT - NV 4.00 X 0 0 0 LYNDA MORRISON-RADER 01-0616 STATE REGENT - NV 4.00 X 0 0 0 NANCY ZWETSCH STATE REGENT - NY 4.00 X 0 0 0 NANCY WRIGHT STATE REGENT - OH 4.00 X 0 0 0 CYNTHIA HENDERSON STATE REGENT - OK 4.00 X 0 0 0 ORRIENE DENSLOW 01-0616 STATE REGENT - OK 4.00 X 0 0 0 ALICE MILES STATE REGENT - OR 4.00 X 0 0 0 CYNTHIA PARNELL 01-0616 STATE REGENT - OR 4.00 X 0 0 0 CYNTHIA SWEENEY STATE REGENT - PA 4.00 X 0 0 0 BARBARA WATROUS STATE REGENT - RI 4.00 X 0 0 0 DIANNE CULBERTSON STATE REGENT - SC 4.00 X 0 0 0 SHARON YOUNG STATE REGENT - SD 4.00 X 0 0 0 LAVONNE ANDERSON 01-0616 STATE REGENT - SD 4.00 X 0 0 0 CHARLOTTE REYNOLDS STATE REGENT - TN 4.00 X 0 0 0 JUDY OSTLER STATE REGENT - TX 4.00 X 0 0 0 BRENDA REEDER STATE REGENT - UT 4.00 X 0 0 0 JUDY BARKING 01-0616 STATE REGENT - UT 4.00 X 0 0 0 JUDITH SUBER STATE REGENT - VA 4.00 X 0 0 0 CAROL SCHWENK STATE REGENT - VT 4.00 X 0 0 0 JULIE PITTMANN STATE REGENT - WA 4.00 X 0 0 0 CAROL J GAFFNEY 01-0616 STATE REGENT - WA 4.00 X 0 0 0 JUDY MASON STATE REGENT - WI 4.00 X 0 0 0 CLAUDETTE R FINKE 01-0616 STATE REGENT - WI 4.00 X 0 0 0 MALINDA DAVIS STATE REGENT - WV 4.00 X 0 0 0 DONNA WEAVER STATE REGENT - WY 4.00 X 0 0 0 SUSAN HAINES 01-0616 STATE REGENT - WY 4.00 X 0 0 0 LUCY MORIN STATE REGENT - FRANCE 4.00 X 0 0 0 DOMINIQUE FAVREUL 01-0616 STATE REGENT - FRANCE 4.00 X 0 0 0 LINDA SHIFLETT STATE REGENT - MEXICO 4.00 X 0 0 0 JANET FRY 01-0616 STATE REGENT - MEXICO 4.00 X 0 0 0 STEPHEN W NORDHOLT HQ ADMINISTRATOR 40.00 X 144075 0 15357 SUSAN KINNECOME CONTROLLER 40.00 X 134458 0 12222 LEANNE VIGLIANO DIRECTOR OF HUMAN RESOURCES 40.00 X 130094 0 7363 SANDRA POLLACK DEVELOPMENT DIRECTOR 40.00 X 127816 0 5193 VICTOR KUNZE DIRECTOR OF INFORMATION SYSTEMS 40.00 X 112788 0 6857 DAVID COPPEDGE BUILDING SUPERINTENDENT 40.00 X 111882 0 6713 785113 0 53705 6 0 1 0 THE CHRISTMAN COMPANY 1881 CAMPUS COMMONS SUITE 405 RESTON VA 20191 BUILDING RESTORATION 2627058 HAMMOCK INC 814 CHURCH STREEY SUITE 500 NASHVILLE TN 37203 MAGAZINE PUBLISHER 749806 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 PRINTING, CONSULTING, AND MAILHOUSE SERV 693439 GRAND HYATT WASHINGTON DC 1000 H STREET NW WASHINGTON DC 20001 BANQUET/RECEPTION SERVICES, LODGING 322880 CAVALIER SERVICES INC 4520 EAST-WEST HIGHWAY SUITE 200 BETHESDA MD 20814 CLEANING SERVICES 297857 11 9240 9063781 150114 9073021 MEMBERSHIP DUES 900099 6829882 6829882 APPLICATION & OTHER MEMBER FEES 900099 2261330 2261330 MAGAZINE REVENUE 541800 1022313 988728 33585 RECORD COPY 900099 352042 352042 LIBRARY & RESEARCH FEES 900099 4681 4681 10470248 2202462 2202462 331409 331409 1475552 0 1475552 1475552 1475552 1736593 260000 1824303 179536 -87710 80464 -7246 -7246 18000 9240 18922 -922 -922 1692843 587947 1104896 638663 466233 MANAGEMENT FEES 900099 354191 354191 TICKETMASTER COMMISSION 711300 23067 23067 COMMISSIONS FROM VENDORS 900099 6111 6111 15067 15067 398436 25047856 11075326 499818 4399691 1337887 1337887 265395 265395 4503 4503 330112 178739 125384 25989 6036921 3538972 1983377 514572 172554 100754 57150 14650 499548 291686 165450 42412 476540 278252 157830 40458 354315 324021 30294 66863 6884 41259 18720 62094 62094 734597 734597 69131 44777 24354 507264 334079 58279 114906 9213 9213 2056893 1125507 706346 225040 121424 65796 43868 11760 582146 435940 135762 10444 115789 71507 15661 28621 542872 124293 316918 101661 1360760 1079601 250698 30461 332919 83230 249689 PRINTING & PUBLICATIONS 607918 607918 REAL ESTATE TAXES 117533 79304 37689 540 SUBSCRIPTIONS & MEMBERS 85390 52033 25815 7542 PRESIDENT GENERAL EXPEN 58463 12425 37798 8240 436321 356223 58550 21548 17345365 10808939 4584265 1952161 492522 1423690 16091016 18280727 3046799 1626219 666484 1097290 477643 645625 415216 343363 42890480 21245308 20180597 21645172 82162113 91545529 868730 875020 124401120 137482635 1514850 1239281 7523762 7902015 325 1084 925862 871536 9964799 10013916 X 38991325 46211686 54545871 57199634 20899125 24057399 114436321 127468719 124401120 137482635 7702491 5329907 0 X 0 1 X 1 0 X 5255924 9192192 5796086 10142552 9073021 39459775 8336425 10261490 11182365 11729820 11208107 52718207 13592349 19453682 16978451 21872372 20281128 92177982 545897 110722 656619 0 545897 110722 656619 91521363 3380262 3326034 3736635 3425582 4009423 17877936 34054 43614 50877 66640 110603 305788 3414316 3369648 3787512 3492222 4120026 18183724 248374 281683 329839 330946 398436 1589278 17255039 23105013 21095802 25695540 24799590 111950984 0.81750 0.80300 0.16240 0.17830 X PART III, SECTION B, LINE 12: THE OTHER INCOME REPRESENTS MANAGEMENT FEES AND MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 61427748 16443739 -248646 9903261 67719580 56006728 11579418 -654894 122500 5381004 61427748 51426870 9006848 -4010686 416304 56006728 45683427 8895167 -2455184 696540 51426870 43787812 5662058 2116850 5883293 45683427 0.28690 0.34490 0.36820 0 0 207420 207420 36863005 16424897 20438108 5820055 4820411 999644 21645172 CHARITABLE GIFT ANNUITY 871536 871536 X 30506185 5329907 109500 5439407 25066778 -18922 -18922 25047856 17473787 109500 18922 128422 17345365 0 17345365 PART III, LINE 1A: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) ACQUIRES ITS COLLECTIONS, WHICH INCLUDE MICROFILM, LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NSDAR'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH AND ARE PROTECTED AND PRESERVED. AS PERMITTED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, COLLECTIONS ARE NOT CAPITALIZED BY NSDAR, BUT RATHER EXPENSED CURRENTLY. AS OF DECEMBER 31, 2016 AND 2015, THE ESTIMATED FAIR VALUE OF THE COLLECTIONS WAS IN EXCESS OF $52.0 MILLION AND $52.0 MILLION, RESPECTIVELY. NSDAR HAD NO SIGNIFICANT DEACCESSIONS OR DISPOSALS OF MUSEUM/LIBRARY COLLECTIONS DURING THE YEARS ENDED DECEMBER 31, 2016 AND 2015. PART III, LINE 4: NSDAR'S COLLECTIONS INCLUDE MICROFILM, LIBRARY BOOKS, AND HISTORICAL TREASURES OF ITS MUSEUM LIBRARY, AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. PART IV, LINE 2B: NSDAR ACTS AS AN AGENT IN THE COLLECTION AND DISBURSEMENT OF FUNDS RECEIVED FROM CONTRIBUTORS TO DAR SCHOOLS. AS NSDAR DOES NOT HAVE VARIANCE POWER OVER THE DISBURSEMENT OF THESE FUNDS, AMOUNTS HELD FOR DAR SCHOOLS TOTALING $1,084 AT DECEMBER 31, 2016 ARE REFLECTED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE FINANCIAL STATEMENT. PART V, LINE 4: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ENDOWMENT CONSISTS OF MULTIPLE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO PROVIDE FOR THE LONG TERM SUPPORT OF THE ORGANIZATION AND ITS PROGRAMS. PART X, LINE 2: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS SUBJECT TO TAX ONLY ON ITS NET UNRELATED BUSINESS INCOME. ADDITIONALLY, NSDAR IS EXEMPT FROM INCOME TAXES IN THE DISTRICT OF COLUMBIA. IT HAS BEEN DETERMINED THAT NSDAR IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. NSDAR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NSDAR EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NSDAR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES -18,922. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES 18,922. X X 1 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 PLAN & MANAGE DIRECT MAIL CAMPAIGNS; ADVICE ON DONOR SEGMENT 0 0 693439 0 THE STELTER COMPANY PO BOX 5228 DES MOINES IA 503055228 PLANNING AND MANAGEMENT OF ONLINE AND EMAIL SOLICITATIONS 0 0 41158 0 734597 GREETINGS FROM ROADSIDE AMERICA 27240 9240 18000 16371 2551 27240 9240 18000 16371 2551 18922 -922 1 2ND BRIGADE COMBAT TEAM 10TH MOUNTAIN DIVISION FAMILY READINESS GROUP 10012 SOUTH RIVA RIDGE LOOP FORT DRUMM NY 13602 501(C)(3) 9521 GIFT CARDS, LINENS, TOWELS BACONE COLLEGE 2299 OLD BACONE ROAD MUSKOGEE OK 744031568 730590036 501(C)(3) 21252 RESTORATION OF HISTORIC CAMPUS BUILDING, CHOIR EXPENSES, ENDOWMENT INTEREST BERRY COLLEGE 2277 MARTHA BERRY HIGHWAY MOUNT BERRY GA 30149 580566133 501(C)(3) 43000 SCHOLARSHIPS, CHAPEL CARILLON AND SOUND SYSTEM CAMP CORRAL 801 N WEST STREET RALEIGH NC 276031137 453555807 501(C)(3) 15000 CAMP FOR CHILDREN OF FALLEN MILITARY MEMBERS CHEMAWA INDIAN SCHOOL 3700 CHEMAWA ROAD NE SALEM OR 97305 501(C)(3) 15000 CULTURAL PROGRAMS CROSSNORE SCHOOL 100 DAR DRIVE CROSSNORE NC 286160249 560567980 501(C)(3) 149400 FURNITURE, INDEPENDENT LIVING PROGRAMS, SCHOLARSHIPS, ENDOWMENT INTEREST FRIENDS OF THE NATIONAL WWI MEMORIAL 921 PENNSYLVANIA AVENUE SE SUITE 316 WASHINGTON DC 20003 134358477 501(C)(3) 50000 PARTIAL FUNDING OF ADDITION OF ROOSEVELT'S D-DAY PRAYER TO CIRCLE OF REMEMBRANCE GARY SINISE FOUNDATION PO BOX 50008 STUDIO CITY CA 916145001 800587086 501(C)(3) 10000 EDUCATION, ENTERTAINMENT, COMMUNITY SUPPORT HILLSIDE SCHOOL INC 404 ROBIN HILL ROAD MARLBOROUGH MA 017521099 042111216 501(C)(3) 61554 SCHOLARSHIPS, OUTDOOR CLASSROOM, BASEBALL FIELD, ORCHARD, ENDOWMENT INTEREST HINDMAN SETTLEMENT SCHOOL 238 HIGHWAY 100 S HINDMAN KY 41822 610447248 501(C)(3) 58677 OUTDOOR CLASSROOM, SUMMER TUTORING PROGRAM, SERVER AND SCANNER, ENDOWMENT INTEREST. INDIAN YOUTH OF AMERICA INC PO BOX 2786 SIOUX CITY IA 51106 521150452 501(C)(3) 10000 SCHOLARSHIPS, YOUTH CAMP FOOD, LODGING AND RENT. KATE DUNCAN SMITH SCHOOL 6077 MAIN STREET GRANT AL 357478331 630338084 501(C)(3) 185295 BASEBALL FIELD RENOVATIONS, LAWNMOWER, ART SUPPLIES,MUSIC PROGRAM, BASKETBALL EQUIPMENT, STUDENT HEALTH PROGRAM, ENDOWMENT INTEREST. KIDS IN SUPPORT OF SOLDIERS PO BOX 180998 CASSELBERRY FL 327180998 264119366 501(C)(3) 14822 CARE PACKAGES FOR TROOPS. MUSEUM OF THE AMERICAN REVOLUTION 123 CHESTNUT STREET PHILADELPHIA PA 19106 232773714 501(C)(3) 50000 FRAMING & INSTALLATION OF THE SIEGE OF YORKTOWN. SHEPPARD'S HAND PO BOX 34033 LEXINGTON KY 405884033 25000 KITCHEN RENOVATION IN HOUSING PROJECT FOR AT-RISK FEMALE VETERANS. TAMASSEE DAR SCHOOL 1925 BUMGARDNER DRIVE TAMASSEE SC 29686 576000973 501(C)(3) 297372 DISHWASHER, CONVECTION OVEN, SECURITY, MEDICAL AND BOARDING ASSISTANCE, ENDOWMENT INTEREST. VETERANS ADMINISTRATION HEALTH CARE SYSTEMS CA 795 WILLOW ROAD MENLO PARK CA 94025 10000 WOMEN'S PTSD CLINICAL/SOCIAL WORK. VETERANS ADMINISTRATION HEALTH CARE SYSTEMS NY 222 RICHMOND AVENUE BATAVIA NY 14020 10000 WOMEN'S PTSD CLINICAL/SOCIAL WORK. VETERANS ADMINISTRATION HEALTH CARE SYSTEMS OH 3200 VINE STREET CINCINNATI OH 45220 10000 WOMEN'S PTSD CLINICAL/SOCIAL WORK. VETERANS ADMINISTRATION HEALTH CARE SYSTEMS TX 1901 VETERANS MEMORIAL DRIVE TEMPLE TX 76504 10000 WOMEN'S PTSD CLINICAL/SOCIAL WORK. WEST POINT ASSOCIATION OF GRADUATES 698 MILLS ROAD WEST POINT NY 10996 141260763 501(C)(3) 10000 ATHENA'S ARENA CONFERENCE SPONSOR. WOMEN'S MEMORIAL FOUNDATION DEPT 560 WASHINGTON DC 200420560 521513535 501(C)(3) 30000 GENERAL DONATION AND IT UPGRADE WARRIOR AND FAMILY SUPPORT CENTER 3628 RAWLEY E CHAMBERS ROAD SAN ANTONIO TX 78219 161762964 501(C)(3) 8149 GIFT CARDS, CLOTHING. WARRIOR TRANSITION BRIGADE WALTER REED NATIONAL MILITARY MEDICAL CENTER 8901 WISCONSIN AVENUE BETHESDA MD 208995600 501(C)(3) 30706 GIFT CARDS, FOLDABLE WAGONS. 19 5 SCHOLARSHIPS 81 235500 OUTSTANDING TEACHER AWARD 1 3000 U.S. MILITARY ACADEMY AWARDS 6 1545 FRIENDS OF AMERICAN HISTORY 12 7000 FRIENDS OF VETERANS 2 1600 GOOD CITIZENS AWARDS 60 16750 PART I, LINE 2: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS. APPLICANTS MUST BE UNITED STATES CITIZENS AND MUST ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES. THE APPLICATION PROCESS IS CONDUCTED WITHOUT REGARD TO RACE, SEX, RELIGION, OR NATIONAL ORIGIN. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY (AS REQUIRED), AND NEED. THE SPECIAL PROJECTS GRANTS COMMITTEE MONITORS THE USE OF NSDAR GRANT FUNDS BASED ON THE TERMS OF A GRANT AGREEMENT SIGNED BY THE GRANTEE ORGANIZATION. A FINAL WRITTEN REPORT MUST BE SUBMITTED TO THE COMMITTEE CHAIRMAN, INCLUDING PHOTOS OF THE PROJECT AND A COMPLETE FINANCIAL REPORT OF PROJECT EXPENDITURES, BEFORE THE SECOND HALF OF THE GRANT FUNDING IS RELEASED. FOR PROJECTS TAKING LONGER THAN SIX MONTHS TO COMPLETE, THE GRANTEE ORGANIZATION MUST SUBMIT A STATUS REPORT, INCLUDING THE PROJECT TIMELINE AND PHOTOS OF THE PROJECT PROGRESS. NSDAR MUST AUTHORIZE ANY PROPOSED MODIFICATIONS TO THE ORIGINAL PROJECT IN ADVANCE. NSDAR RESERVES THE RIGHT TO EXERCISE OVERSIGHT INCLUDING STATUS CALLS, INTERIM PROGRESS REPORTS, AND REVIEW OF FILES AND RECORDS. X X 0 0 0 0 0 0 0 0 0 STEPHEN W NORDHOLT HQ ADMINISTRATOR 144075 0 0 0 0 0 7621 0 7736 0 159432 0 0 0 PAMELA R WRIGHT CHAPLAIN GENERAL OF THE ORGANIZATION 178344 PAMELA R. WRIGHT SERVES AS CHAPLAIN GENERAL OF THE ORGANIZATION. SHE'S ALSO THE OWNER OF PAMELA WRIGHT COLLECTIONS, LLC WHICH SELLS JEWELRY AND RIBBONS TO THE ORGANIZATION. 0 X 7 X 18 150114 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): HISTORICAL TREASURES - 7 ITEMS FROM FOUR DONORS PART I, LINE 33: HISTORICAL TREASURES WITH AN ESTIMATED VALUE OF $1,800 (BASED ON INDEPENDENT APPRAISALS AND INTERNAL ESTIMATES/COMPARABLES) WERE DONATED TO THE DAR MUSEUM COLLECTION. THE COLLECTION IS NOT CAPTITALIZED, AS PERMITTED BY U.S. GAAP. FORM 990, PART VI, SECTION A, LINE 1 THE TWELVE-MEMBER EXECUTIVE COMMITTEE CONSISTS OF NATIONAL OFFICERS, WHO ARE ALL MEMBERS OF THE NATIONAL BOARD OF MANAGEMENT (NBM). THE COMMITTEE HAS THE AUTHORITY TO MAKE RECOMMENDATIONS TO THE NBM AND PERFORM DUTIES OF THE BOARD BETWEEN MEETINGS, AS DEEMED EXPEDIENT. THE COMMITTEE HAS CHARGE OF ALL INVESTMENTS AND INSURANCE AS WELL AS THE AUTHORITY TO ENTER INTO CONTRACTS AND AGREEMENTS CONCERNING THE BUSINESS OF THE SOCIETY. IT ALSO MAKES RECOMMENDATIONS CONCERNING THE BUDGET TO THE NBM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A CHAPTER OR AS A MEMBER-AT-LARGE. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, EVERY THREE YEARS. ELECTIONS FOR THREE-YEAR TERMS FOR OTHER NBM POSITIONS ARE HELD ANNUALLY ON A ROTATING BASIS AT THE ANNUAL MEETING. OTHER HONORARY OFFICERS ARE ALSO ELECTED BY MEMBERS AT CONTINENTAL CONGRESS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS (STATE AND CHAPTER REGENTS AND DELEGATES) AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, VOTE BY BALLOT UPON QUESTIONS INVOLVING NEW PROJECTS OR SPECIAL APPROPRIATIONS. 300 VOTING MEMBERS CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 (AS APPROVED BY THE PAID PREPARER) WILL BE REVIEWED BY THE 12-MEMBER EXECUTIVE COMMITTEE DURING A MEETING HELD PRIOR TO THE FILING DEADLINE. THE DETAILED REVIEW WILL BE CONDUCTED BY THE CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12 MANAGEMENT AND THE EXECUTIVE COMMITTEE MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY COVERS ALL NATIONAL BOARD OF MANAGEMENT MEMBERS, AS WELL AS COMMITTEE CHAIRMEN. THOSE COVERED UNDER THE POLICY HAVE A DUTY TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST. ANY DISCLOSED FINANCIAL INTERESTS ARE REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDIT COMMITTEE ALSO QUESTIONS ANY NBM MEMBER WHO MAY HAVE FAILED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF THE COMMITTEE DETERMINES SUCH FAILURE TOOK PLACE, IT IS AUTHORIZED TO TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. DURING THE YEAR, THERE WAS A SET OF TRANSACTIONS WITH A SINGLE VENDOR WHERE A POTENTIAL CONFLICT OF INTEREST WAS NOT ADDRESSED ACCORDING TO THE WRITTEN POLICY. CORRECTIVE MEASURES HAVE BEEN IMPLEMENTED. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS OBTAINED AND REVIEWED ANNUALLY; COMPENSATION FOR TOP MANAGEMENT POSITIONS IS REVIEWED ANNUALLY WITH THE HUMAN RESOURCES COMMITTEE PRIOR TO THE BUDGET PROCESS. THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS 2016. 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. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBERS WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NSDAR HEADQUARTERS.