MOUNT VERNON LADIES ASSOCIATION OF THE UNION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT VERNON LADIES ASSOCIATION OF THE UNION (EIN 54-0564701)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202523149349301927
- Schema version
- 2024v5.2
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T10:06:37-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 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 | 2024-01-01 | 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 | CFO | PersonTitleTxt |
| Phone | 7037802000 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | DOUGLAS BRADBURN | 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 | $90,535,016 | 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 VISITORS ABOUT HIS LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 740 | TotalEmployeeCnt |
| Total Volunteers | 280 | TotalVolunteersCnt |
| Total Gross UBI | $1,265,863 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,123,272 | PYContributionsGrantsAmt |
| CY Contributions Grants | $43,002,958 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,401,083 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,284,551 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,951,730 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,288,487 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,605,904 | PYOtherRevenueAmt |
| CY Other Revenue | $10,612,338 | CYOtherRevenueAmt |
| PY Total Revenue | $66,081,989 | PYTotalRevenueAmt |
| CY Total Revenue | $82,188,334 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $258,025 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $329,180 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,782,145 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,671,605 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $238,750 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $243,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,261,753 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,802,257 | PYOtherExpensesAmt |
| CY Other Expenses | $35,997,492 | CYOtherExpensesAmt |
| PY Total Expenses | $62,081,177 | PYTotalExpensesAmt |
| CY Total Expenses | $64,241,277 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,000,812 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,947,057 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $365,785,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $400,749,510 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,449,245 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,454,006 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $343,336,698 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $376,295,504 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE MOUNT VERNON LADIES' 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 | $27,929,171 | ExpenseAmt |
| Grant | $329,180 | GrantAmt |
| Revenue | $24,060,444 | RevenueAmt |
| Desc | EDUCATION: MOUNT VERNON CONTINUED TO PROVIDE OPPORTUNITIES TO EDUCATE TEACHERS AND STUDENTS ABOUT THE LIFE AND LEGACIES OF GEORGE WASHINGTON THROUGH EXPANDED PUBLIC PROGRAMMING AND DIGITAL RESOURCES, WITH APPROXIMATELY 290,000 STUDENTS VISITING THE ESTATE WITH SCHOOL GROUPS. THE ESTATE UNDERWENT SIGNIFICANT OPERATIONAL CHANGES IN 2024 DUE TO LANDMARK REVITALIZATION WORK IN THE MANSION AND THE CREATION OF A NEW STATE-OF-THE-ART EDUCATION CENTER. "GEORGE WASHINGTON: A REVOLUTIONARY LIFE," REFLECTS UPDATED SCHOLARSHIP ON GEORGE WASHINGTON AND THE 18TH-CENTURY WORLD HE LIVED IN AND IS SLATED TO OPEN IN JULY 2026, AS AMERICA CELEBRATES ITS 250TH ANNIVERSARY.OVER THE COURSE OF SIX WEEKS IN THE SUMMER OF 2024, WE WELCOMED 147 TEACHERS FROM 46 STATES TO MOUNT VERNON FOR OUR 25TH YEAR OF IN-PERSON PROFESSIONAL DEVELOPMENT EXPERIENCES. EACH WEEK OF PROGRAMMING IN 2024 PROVIDED EDUCATORS WITH OPPORTUNITIES TO EXCHANGE IDEAS WITH VISITING SCHOLARS AND WITH ONE ANOTHER, APPLYING THESE INSIGHTS TO THE CLASSROOM AND IMPACTING NEARLY 19,000 AMERICAN STUDENTS NATIONWIDE. ATTENDEES STAYED IN HISTORIC OLD TOWN ALEXANDRIA, VIRGINIA, AND ENGAGED WITH PARTNER HISTORY AND CIVICS INSTITUTIONS IN THE D.C. METRO AREA TO FOSTER PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES. OTHER TEACHER-SPECIFIC PROGRAMMING, RANGING FROM STEAM WORKSHOPS TO STATE AND NATIONAL EDUCATION CONFERENCE SESSIONS, ALLOWED MOUNT VERNON TO REACH MORE THAN 550 ADDITIONAL TEACHERS. OVER 5,000 STUDENTS BENEFITED FROM DIGITAL AND IN-PERSON PROGRAMS AT THE GEORGE WASHINGTON PRESIDENTIAL LIBRARY, INCLUDING ONSITE LEADERSHIP SIMULATION PROGRAMS. NEARLY 500 VISITORS ATTENDED MOUNT VERNON THROUGH OUR PARTNERSHIP WITH TICKETS FOR KIDS, A NONPROFIT ORGANIZATION THAT PROVIDES TICKET DONATIONS TO LOW-INCOME FAMILIES. WE ALSO CONTINUE OUR PARTICIPATION IN THE MUSEUMS FOR ALL INITIATIVE, SPONSORED BY THE INSTITUTE OF MUSEUM AND LIBRARY SERVICES, WHICH OFFERS SIGNIFICANTLY REDUCED ADMISSIONS TO THOSE RECEIVING FOOD ASSISTANCE. VISITORS TO MOUNT VERNON IN 2024 ENGAGED WITH A MULTITUDE OF DAILY PROGRAMS, INCLUDING DISCOVERY CARTS, EXPLORING GEORGE WASHINGTON'S ICONIC HOME; STORY TIME PROGRAMS; FAMILY DAY PROGRAMS THROUGHOUT THE YEAR; 18TH-CENTURY FOODWAYS DEMONSTRATIONS; AND HISTORIC TRADES DEMONSTRATIONS. A SERIES OF THEMED WEEKEND PROGRAMS, RUNNING FROM JULY THROUGH DECEMBER, OFFERED AN IN-DEPTH LOOK AT 18TH-CENTURY TOPICS, RANGING FROM HEALTHCARE TO TAVERN CULTURE, ANIMALS, AND HOLIDAY CELEBRATIONS. PARTNER ORGANIZATIONS, SUCH AS COLONIAL WILLIAMSBURG, THE NATIONAL MUSEUM OF THE AMERICAN REVOLUTION, AND THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, ADDED TO THE VISITOR EXPERIENCE WITH THEIR EXPERTISE AND PROGRAMMING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,571,559 | ExpenseAmt |
| Desc | HISTORIC PRESERVATION AND COLLECTIONS: IN 2024, THE PRESERVATION TEAM CONTINUED ITS LANDMARK INITIATIVE TO PRESERVE GEORGE WASHINGTON'S HOME FOR GENERATIONS OF FUTURE VISITORS. PREPARATIONS FOR THIS MULTI-YEAR "MANSION REVITALIZATION" PROJECT INCLUDED THE EXPANSION OF THE UNDERGROUND BUNKER TO HOUSE IMPROVED MECHANICAL SYSTEMS; THE REMOVAL OF 1990S-ERA DUCTWORK; AND THE ASSESSMENT AND STABILIZATION OF THE CELLAR'S DRY WELL, A 1785 ARCHITECTURAL FEATURE. THE ARCHAEOLOGY TEAM EXCAVATED ALL ROOMS OF THE MANSION CELLAR, IN PREPARATION FOR INSTALLING NEW UNDERGROUND DUCTWORK; THEY ALSO CONDUCTED A FIELD SCHOOL AT THE SITE OF GEORGE WASHINGTON'S UNION FARM, IDENTIFYING LIKELY EVIDENCE OF TWO WELLS, GARDEN PLOTS, AND DOMESTIC STRUCTURES OF THE ENSLAVED COMMUNITY ON THIS OUTLYING FARM. THE ARCHITECTURE TEAM COMPLETED THE EXTERIOR RESTORATION OF THE MANSION'S EAST FRONT; REFRESHED ITS FIRST-FLOOR BEDCHAMBER; COMPLETED FRAMING AND ROOF REPAIRS OF THE MANSION'S NORTH COLONNADE AND FRAMING AND SIDING REPAIRS OF THE WASH HOUSE; AND CONSTRUCTED A POULTRY COOP. THE FINE AND DECORATIVE ARTS (FDA) TEAM COMPLETED THE ACQUISITION OF THE PETER PRESIDENTIAL COLLECTION, INCLUDING NEARLY 100 ORIGINAL WASHINGTON ITEMS, AND REINSTALLED THE MANSION'S LITTLE PARLOR AND THE WASH HOUSE, THE LATTER INTERPRETING WORK DONE BY ENSLAVED LAUNDRESSES DOLSHY AND VINA. THE FDA TEAM ALSO INSTALLED A NEW EXHIBIT OF WASHINGTON AND MOUNT VERNON COMMEMORATIVES IN THE WASHINGTON PRESIDENTIAL LIBRARY AND CONSERVED AND REHOUSED ADDITIONAL ORIGINAL WASHINGTON TEXTILES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $53,500,730 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | 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 | 224 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 740 | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 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 | 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 (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANNE NEAL PETRI | ||||||||
| REGENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN MARSHALL TOWNSEND | ||||||||
| SECRETARY | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE MARLETTE WADDELL | ||||||||
| TREASURER | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SARAH SEAMAN ALIJANI | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY LANG BISHOP | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN HAUNSCHILD BOOKOUT | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIBETH ARMSTRONG BORTHWICK | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH MILLER COULSON | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN SHERRILL FULLER | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH MEDLIN HALE | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCIA BOSQUI HENDERSON | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ADRIAN MACLEAN JAY | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN MCCABE KIRBY | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA DAWSON LANE | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN HERBOTH LAUGHERY | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH ROLLINS MAURAN | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMERON KOCK MAYER | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE HAMILTON MAYTON | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN BREWSTER MCCARTHY | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN SHERRILL PYNE | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA PEEBLES RUTHERFORD | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN CADY SCOTT | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET HARTMAN NICHOLS | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA NOTMAN SAHIN | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| HILARY CARTER WEST | ||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS BRADBURN | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $492,791 | $0 | $106,336 | |||
| PHILIP MANNO | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $287,673 | $0 | $45,225 | |||
| PATRICK SPERO | ||||||||
| EXECUTIVE DIRECTORS OFFICE WL | 40.00 | Yes (X) | $169,513 | $0 | $13,794 | |||
| LINDSAY CHERVINSKY | ||||||||
| EXECUTIVE DIRECTORS OFFICE WL | 40.00 | Yes (X) | $95,192 | $0 | $2,040 | |||
| JOSEPH BONDI | ||||||||
| SR VP, DEVELOPMENT | 40.00 | $276,108 | $0 | $22,291 | Yes (X) | |||
| SUSAN SCHOELWER | ||||||||
| EXEC DIR, HPC & SR CURATOR, RHS | 40.00 | $263,342 | $0 | $38,975 | Yes (X) | |||
| KAROL WICKENS | ||||||||
| VP, EDUCATION | 40.00 | $192,067 | $0 | $24,073 | Yes (X) | |||
| JOE SLIGER | ||||||||
| VP, OPERATIONS | 40.00 | $155,230 | $0 | $69,781 | Yes (X) | |||
| BEREND OLTMANS | ||||||||
| DIRECTOR, IT | 40.00 | $188,351 | $0 | $24,744 | Yes (X) | |||
| CAROLINA CAMARGO | ||||||||
| SR DIRECTOR, DEVELOPMENT | 40.00 | $168,490 | $0 | $28,692 | Yes (X) | |||
| AMELIA TURCOTTE | ||||||||
| SR DIRECTOR, DEVELOPMENT | 40.00 | $167,748 | $0 | $30,965 | Yes (X) | |||
| KENNETH HILL | ||||||||
| SR DIRECTOR, DEVELOPMENT | 40.00 | $159,662 | $0 | $30,625 | Yes (X) | |||
| JULIE ALMACY | ||||||||
| VP, MEDIA & COMMUNICATIONS | 40.00 | $153,253 | $0 | $34,019 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,769,420 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $471,560 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | 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 |
|---|---|---|---|---|---|
| CHRISTMAN MID ATLANTIC CONSTRUCTORS LLC | |||||
| 22560 GLENN DRIVE SUITE 108 | STERLING | VA | 20164 | CONSTRUCTION | $4,760,747 |
| SOLID LIGHT INC | |||||
| 800 SOUTH 5TH STREET | LOUISVILLE | KY | 40203 | CONSTRUCTION/DESIGN SUPPORT | $3,607,285 |
| MOORE A SERIES LLC | |||||
| 4200 PARLIAMENT PLACE 3RD FLOOR | LANHAM | MD | 20706 | DIRECT MAIL FUNDRAISING SERVICES | $1,605,967 |
| MANA CONSTRUCTION LTD | |||||
| 6401 ROSE HILL DRIVE | ALEXANDRIA | VA | 22310 | CONSTRUCTION & MAINTENANCE SUPPORT | $850,057 |
| DESIGN CUISINE | |||||
| 2659 S SHIRLINGTON ROAD | ARLINGTON | VA | 22206 | CATERING | $749,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 58 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,184,244 | MembershipDuesAmt |
| Fundraising | $1,991,956 | FundraisingAmt |
| All Other Contributions | $38,826,758 | AllOtherContributionsAmt |
| Noncash Contributions | $5,100,841 | NoncashContributionsAmt |
| Total Contributions | $43,002,958 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES | 900099 | $13,011,202 | $13,011,202 |
| EVENT REVENUE | 900099 | $2,116,594 | $2,116,594 |
| CONFERENCES & SYMPOSIA | 900099 | $156,755 | $156,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,284,551 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,727,855 | TotalRevenueColumnAmt |
| Exclusion | $6,727,855 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,686 | TotalRevenueColumnAmt |
| Exclusion | $63,686 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,184,847 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $624,215 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,560,632 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,560,632 | TotalRevenueColumnAmt |
| Exclusion | $6,560,632 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $610,459 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,991,956 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $773,036 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$162,577 | TotalRevenueColumnAmt |
| Exclusion | -$162,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $16,991,187 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,949,431 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,041,756 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,775,893 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,265,863 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $669,473 | TotalRevenueColumnAmt |
| Exclusion | $669,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $669,473 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,188,334 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,060,444 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,265,863 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,859,069 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,050 | TotalAmt |
| Program Services | $81,050 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,750 | TotalAmt |
| Program Services | $226,750 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,380 | TotalAmt |
| Program Services | $21,380 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,170,431 | TotalAmt |
| Program Services | $1,373,796 | ProgramServicesAmt |
| Management And General | $415,567 | ManagementAndGeneralAmt |
| Fundraising | $381,068 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,313,654 | TotalAmt |
| Program Services | $17,153,773 | ProgramServicesAmt |
| Management And General | $1,645,653 | ManagementAndGeneralAmt |
| Fundraising | $1,514,228 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,295,154 | TotalAmt |
| Program Services | $1,101,964 | ProgramServicesAmt |
| Management And General | $99,948 | ManagementAndGeneralAmt |
| Fundraising | $93,242 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,136,511 | TotalAmt |
| Program Services | $1,775,980 | ProgramServicesAmt |
| Management And General | $177,241 | ManagementAndGeneralAmt |
| Fundraising | $183,290 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,755,855 | TotalAmt |
| Program Services | $1,450,275 | ProgramServicesAmt |
| Management And General | $158,433 | ManagementAndGeneralAmt |
| Fundraising | $147,147 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,491 | TotalAmt |
| Management And General | $38,491 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,109 | TotalAmt |
| Management And General | $87,109 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,000 | TotalAmt |
| Fundraising | $243,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,491 | TotalAmt |
| Management And General | $214,491 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,596,228 | TotalAmt |
| Program Services | $2,260,623 | ProgramServicesAmt |
| Management And General | $1,064,623 | ManagementAndGeneralAmt |
| Fundraising | $270,982 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,745 | TotalAmt |
| Program Services | $900,610 | ProgramServicesAmt |
| Management And General | $7,906 | ManagementAndGeneralAmt |
| Fundraising | $235,229 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,621,708 | TotalAmt |
| Program Services | $4,050,455 | ProgramServicesAmt |
| Management And General | $481,708 | ManagementAndGeneralAmt |
| Fundraising | $1,089,545 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,630 | TotalAmt |
| Program Services | $89,459 | ProgramServicesAmt |
| Management And General | $614,171 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,209,012 | TotalAmt |
| Program Services | $14,951,479 | ProgramServicesAmt |
| Management And General | $161,285 | ManagementAndGeneralAmt |
| Fundraising | $96,248 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,165 | TotalAmt |
| Program Services | $484,356 | ProgramServicesAmt |
| Management And General | $8,575 | ManagementAndGeneralAmt |
| Fundraising | $46,234 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,972 | TotalAmt |
| Program Services | $41,633 | ProgramServicesAmt |
| Management And General | $8,140 | ManagementAndGeneralAmt |
| Fundraising | $7,199 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,132 | TotalAmt |
| Program Services | $568,132 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,316,307 | TotalAmt |
| Program Services | $3,919,827 | ProgramServicesAmt |
| Management And General | $198,240 | ManagementAndGeneralAmt |
| Fundraising | $198,240 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,171 | TotalAmt |
| Program Services | $273,736 | ProgramServicesAmt |
| Management And General | $51,326 | ManagementAndGeneralAmt |
| Fundraising | $17,109 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENT EXPENSES | $1,422,884 | $1,047,460 | $14,475 | $360,949 |
| COLLECTIONS/ACQUISITION | $1,172,122 | $1,172,122 | ||
| DIRECT MAIL | $587,880 | $306,102 | $7,939 | $273,839 |
| MISCELLANEOUS EXPENSES | $377,445 | $249,768 | $23,473 | $104,204 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,241,277 | TotalAmt |
| Program Services | $53,500,730 | ProgramServicesAmt |
| Management And General | $5,478,794 | ManagementAndGeneralAmt |
| Fundraising | $5,261,753 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,143,607 | TotalAmt |
| Program Services | $1,136,112 | ProgramServicesAmt |
| Management And General | $21,436 | ManagementAndGeneralAmt |
| Fundraising | $986,059 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,838,124 | BOYAmt |
| EOY | $5,856,779 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,296,719 | BOYAmt |
| EOY | $28,194,632 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,842,195 | BOYAmt |
| EOY | $29,240,463 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,944 | BOYAmt |
| EOY | $525,917 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,087,411 | BOYAmt |
| EOY | $3,479,853 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,641 | BOYAmt |
| EOY | $290,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $155,175,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,013,571 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,770,266 | BOYAmt |
| EOY | $65,162,142 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,446,341 | BOYAmt |
| EOY | $253,255,961 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,781,940 | BOYAmt |
| EOY | $3,943,022 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,226,362 | BOYAmt |
| EOY | $10,799,802 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,785,943 | BOYAmt |
| EOY | $400,749,510 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,092,109 | BOYAmt |
| EOY | $6,826,718 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,439 | BOYAmt |
| EOY | $341,170 | 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 | $2,957,697 | BOYAmt |
| EOY | $2,286,118 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,449,245 | BOYAmt |
| EOY | $24,454,006 | 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 | $139,258,406 | BOYAmt |
| EOY | $138,362,733 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,078,292 | BOYAmt |
| EOY | $237,932,771 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,336,698 | BOYAmt |
| EOY | $376,295,504 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,785,943 | BOYAmt |
| EOY | $400,749,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,947,057 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,956,775 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,054,974 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,927,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,623,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,742,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,123,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,002,958 | CurrentTaxYearAmt |
| Total | $143,419,023 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,927,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,623,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,742,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,123,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,002,958 | CurrentTaxYearAmt |
| Total | $143,419,023 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,260,676 | SubstantialContributorsTotAmt |
| Public Support Total170 | $135,158,347 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,358,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,056,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,733,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,975,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,791,541 | CurrentTaxYearAmt |
| Total | $40,915,749 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $360,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $235,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $941,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $424,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $669,473 | CurrentTaxYearAmt |
| Total | $2,631,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $186,966,212 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $120,029,284 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 360,877. 2021 AMOUNT: $ 235,590. 2022 AMOUNT: $ 941,303. 2023 AMOUNT: $ 424,197. 2024 AMOUNT: $ 669,473. | 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 | $226,147,794 | BeginningYearBalanceAmt |
| Contributions | $2,527,351 | ContributionsAmt |
| Investment Earnings Or Losses | $24,969,166 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,789,073 | OtherExpendituresAmt |
| End Year Balance | $245,855,238 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $195,336,810 | BeginningYearBalanceAmt |
| Contributions | $4,003,805 | ContributionsAmt |
| Investment Earnings Or Losses | $33,901,107 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,093,928 | OtherExpendituresAmt |
| End Year Balance | $226,147,794 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $231,240,981 | BeginningYearBalanceAmt |
| Contributions | $8,539,813 | ContributionsAmt |
| Investment Earnings Or Losses | -$37,605,597 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,838,387 | OtherExpendituresAmt |
| End Year Balance | $195,336,810 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,616,880 | BeginningYearBalanceAmt |
| Contributions | $2,505,281 | ContributionsAmt |
| Investment Earnings Or Losses | $28,801,261 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,682,441 | OtherExpendituresAmt |
| End Year Balance | $231,240,981 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,775,698 | BeginningYearBalanceAmt |
| Contributions | $4,663,825 | ContributionsAmt |
| Investment Earnings Or Losses | $26,268,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,091,532 | OtherExpendituresAmt |
| End Year Balance | $207,616,880 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26583 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73417 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $104,550,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,762,449 | DepreciationAmt |
| Book Value | $58,788,050 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,654,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,714,021 | DepreciationAmt |
| Book Value | $1,940,197 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,333,198 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,537,101 | DepreciationAmt |
| Book Value | $3,796,097 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,162,142 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP AGREEMENT | $1,599,943 |
| ANNUITY GIFT LIABILITY | $670,080 |
| POOLED INCOME FUND LIABILITY | $16,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,286,118 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $104,006,142 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,956,775 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $353,057 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $14,309,832 | RevenueNotReportedAmt |
| Revenue Subtotal | $89,696,310 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $214,491 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$7,722,467 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$7,507,976 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,188,334 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $72,102,310 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $353,057 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $7,722,467 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,075,524 | ExpensesNotReportedAmt |
| Expenses Subtotal | $64,026,786 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $214,491 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $214,491 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,241,277 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | HISTORICAL PROPERTIES AND COLLECTIONS OWNED BY THE ASSOCIATION HAVE BEEN ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION. THESE HISTORICAL PROPERTIES AND COLLECTIONS ARE NOT INCLUDED AS ASSETS 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. IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED FOR HISTORICAL PROPERTIES, THE VALUE OF COLLECTIONS, AS WELL AS REPAIRS AND IMPROVEMENTS TO HISTORICAL PROPERTIES, HAVE BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION. COLLECTIONS AND REPAIRS & IMPROVEMENTS TO HISTORICAL PROPERTIES ARE INCLUDED IN THE PRESERVATION OF HISTORIC PROPERTIES IN THE ACCOMPANYING STATEMENT OF FUNCTIONAL EXPENSES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTION IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. THE FINANCIAL STATEMENTS DO NOT REFLECT ANY CONTRIBUTED COLLECTION ITEMS. ALL PROCEEDS FROM THE SALE OF DEACCESSIONED COLLECTIONS ITEMS ARE RECORDED AS WITH DONOR RESTRICTION AND ARE EXPENDED TO PURCHASE NEW ITEMS OR TO CONSERVE ITEMS IN THE COLLECTIONS. |
| 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 MANY 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. |
| PART X, LINE 2: | THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, 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. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS REMAINED OPEN WITH THE U.S. FEDERAL JURISDICTION AND/OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ASSOCIATION FILES TAX RETURNS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INTEREST OR INCOME TAX EXPENSE. AS OF DECEMBER 31, 2024, AND 2023, THE ASSOCIATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON PART VIII -773,036. COST OF GOODS SOLD REPORTED ON PART VIII -6,949,431. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED ON PART VIII 773,036. COST OF GOODS SOLD REPORTED ON PART VIII 6,949,431. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $21,380 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENT IN ENTITIES IN REGION | $473,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $494,394 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $494,394 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FELLOWSHIP | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 1 | $10,000 | WIRE |
| FELLOWSHIP | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $7,000 | WIRE |
| STIPEND | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 1 | $1,500 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 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 | MOORE SERIES A LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 PARLIAMENT PLACE SUITE 300 | AddressLine1Txt |
| City | LANHAM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,637,359 | GrossReceiptsAmt |
| Retained By Contractor | $243,000 | RetainedByContractorAmt |
| Net To Organization | $3,394,359 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,637,359 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $243,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,394,359 | 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 | MO | 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 | LIFEGUARD EVENT | Event1Nm |
| Gross Receipts Event1 | $1,014,345 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $847,495 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $166,850 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $36,941 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $132,061 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $32,375 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $43,238 | OtherDirectExpensesEvent1Amt |
| Event2 | SPIRIT OF MOUNT VERNON | Event2Nm |
| Gross Receipts Event2 | $977,767 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $804,467 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $173,300 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $29,316 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $315,905 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $29,823 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,587 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $610,303 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $339,994 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $270,309 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $99,456 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $13,408 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $25,926 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,602,415 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,991,956 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $610,459 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $66,257 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $547,422 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $75,606 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $83,751 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $773,036 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$162,577 | 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 | THE ORGANIZATION ENGAGES MOORE, SERIES A LLC TO PROVIDE PROFESSIONAL FUNDRAISING SERVICES. AS PART OF THE AGREEMENT, THE ORGANIZATION PAYS THE ORGANIZATION BOTH FOR THE SERVICES AS WELL AS TO REIMBURSE COSTS INCURRED BY MOORE IN PROVIDING THOSE SERVICES. FOR 2024, THE TOTAL AMOUNT PAID FOR REIMBURSEMENT OF SUPPLIES AND OTHER ASSOCIATED COSTS WAS $607,057. | 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 | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACCOKEEK FOUNDATION | ||||||||
| 3400 BRYAN POINT ROAD | ACCOKEEK | MD | 20607 | 526037288 | 501(C)(3) | $15,000 | $0 | PROTECTION OF VIEWSHED |
| GEORGE MASON UNIVERSITY FOUNDATION INC | ||||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | 541603842 | 501(C)(3) | $13,000 | $0 | GRADUATE COURSE FOR GWTI ALUMNI |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 229044195 | 546001796 | 501(C)(3) | $25,000 | $0 | PAPERS OF GEORGE WASHINGTON |
| POHICK CHURCH | ||||||||
| 9301 RICHOMOND HWY | LORTON | VA | 22079 | 540611000 | 501(C)(3) | $10,000 | $0 | ANNUAL SUPPORT |
| AMERICAN COLLEGE OF THE BUILDING ARTS | ||||||||
| 649 MEETING STREET | CHARLESTON | SC | 29403 | 571075250 | 501(C)(3) | $10,000 | $0 | GALA SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS & AWARDS | GrantTypeTxt |
| Recipient | 43 | RecipientCnt |
| Cash Grant | $226,750 | 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 |
| 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 | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 | $481,300 | $0 | $0 | $0 | $11,491 | $0 | $36,849 | $0 | $69,487 | $0 | $599,127 | $0 | $0 | $0 |
| PHILIP MANNO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $287,673 | $0 | $0 | $0 | $0 | $0 | $23,745 | $0 | $21,480 | $0 | $332,898 | $0 | $0 | $0 |
| SUSAN SCHOELWER | ||||||||||||||
| EXEC DIR, HPC & SR CURATOR, RHS | $263,342 | $0 | $0 | $0 | $0 | $0 | $21,509 | $0 | $17,466 | $0 | $302,317 | $0 | $0 | $0 |
| JOSEPH BONDI | ||||||||||||||
| SR VP, DEVELOPMENT | $276,108 | $0 | $0 | $0 | $0 | $0 | $21,246 | $0 | $1,045 | $0 | $298,399 | $0 | $0 | $0 |
| JOE SLIGER | ||||||||||||||
| VP, OPERATIONS | $155,230 | $0 | $0 | $0 | $0 | $0 | $12,728 | $0 | $57,053 | $0 | $225,011 | $0 | $0 | $0 |
| KAROL WICKENS | ||||||||||||||
| VP, EDUCATION | $191,581 | $0 | $486 | $0 | $0 | $0 | $15,507 | $0 | $8,566 | $0 | $216,140 | $0 | $0 | $0 |
| BEREND OLTMANS | ||||||||||||||
| DIRECTOR, IT | $187,051 | $0 | $0 | $0 | $1,300 | $0 | $15,509 | $0 | $9,235 | $0 | $213,095 | $0 | $0 | $0 |
| AMELIA TURCOTTE | ||||||||||||||
| SR DIRECTOR, DEVELOPMENT | $167,248 | $0 | $500 | $0 | $0 | $0 | $13,806 | $0 | $17,159 | $0 | $198,713 | $0 | $0 | $0 |
| CAROLINA CAMARGO | ||||||||||||||
| SR DIRECTOR, DEVELOPMENT | $167,990 | $0 | $500 | $0 | $0 | $0 | $14,113 | $0 | $14,579 | $0 | $197,182 | $0 | $0 | $0 |
| KENNETH HILL | ||||||||||||||
| SR DIRECTOR, DEVELOPMENT | $159,162 | $0 | $500 | $0 | $0 | $0 | $13,466 | $0 | $17,159 | $0 | $190,287 | $0 | $0 | $0 |
| JULIE ALMACY | ||||||||||||||
| VP, MEDIA & COMMUNICATIONS | $153,253 | $0 | $0 | $0 | $0 | $0 | $13,062 | $0 | $20,957 | $0 | $187,272 | $0 | $0 | $0 |
| PATRICK SPERO | ||||||||||||||
| EXECUTIVE DIRECTORS OFFICE WL | $169,513 | $0 | $0 | $0 | $0 | $0 | $3,462 | $0 | $10,332 | $0 | $183,307 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE PRESIDENT/CEO OF THE ASSOCIATION, AND THE VP OF OPERATIONS, ARE REQUIRED TO LIVE ON THE PREMISES AND ARE PROVIDED WITH HOUSING. THESE AMOUNTS ARE NOT REPORTED AS TAXABLE INCOME TO THE RECIPIENTS. THE PRESIDENT/CEO ALSO RECEIVES SOCIAL CLUB DUES REIMBURSEMENTS FROM THE ORGANIZATION, WHICH ARE REPORTED AS TAXABLE INCOME TO THE RECIPIENT. |
| PART I, LINE 7 | ALTHOUGH THE MAJORITY OF BONUSES PAID FOR 2024 WERE FIXED PERFORMANCE BONUSES, THERE WAS A SMALLER NUMBER OF NON-FIXED, DISCRETIONARY BONUSES THAT WERE GIVEN OUT THROUGHOUT THE YEAR. |
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 | TRUIST | 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 |
| 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 | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,008,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 7 | $67,287 | FMV |
| Yes (X) | MISCELLANIOUS | 2 | $25,054 | 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 |
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, CBIZ, 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 AND OFFICERS. 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. THE MOST RECENT STUDY WAS COMPLETED IN 2022 AND INCLUDED ANALYSIS ON MORE THAN 300 POSITIONS INCLUDING EXECUTIVE AND MANAGEMENT POSITIONS AS WELL AS MANY FRONT LINE STAFF POSITIONS. COMPENSATION IS BENCHMARKED AGAINST OUR PEER GROUP (MUSEUMS AND HISTORICAL SITES), OTHER NON-PROFIT ORGANIZATIONS, 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(SCC). THE BYLAWS AND THE CONFLICTS OF INTEREST POLICY, WHICH REQUIRES ANNUAL DISCLOSURE OF CONFLICTING INTERESTS BY EXECUTIVE COMMITTEE BOARD 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 772,475. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 282,499. |
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