MOUNT VERNON LADIES ASSOCIATION OF THE UNION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: MOUNT VERNON LADIES ASSOCIATION OF THE UNION (EIN 54-0564701)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-11-14
IRS object ID: 201643199349308809
Schema version: 2015v2.1
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 G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-11-14T15:13:44-06:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521511275	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RAFFA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1899 L STREET NW SUITE 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	2015-01-01	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	7037998699	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	221210110	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PHILIP MANNO	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	7037998699	PhoneNum
Signature	2016-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FRANK H SMITH	PreparerPersonNm
PTIN	P00639053	PTIN
Phone	2028225000	PhoneNum
Preparation	2016-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	CURTIS G VIEBRANZ	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	221210110	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$186,322,638	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 VISTORS ABOUT HIS LIFE.	ActivityOrMissionDesc
Voting Members Governing Body	27	VotingMembersGoverningBodyCnt
Voting Members Independent	27	VotingMembersIndependentCnt
Total Employee	747	TotalEmployeeCnt
Total Volunteers	395	TotalVolunteersCnt
Total Gross UBI	$1,617,267	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$74,257	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$9,247,345	PYContributionsGrantsAmt
CY Contributions Grants	$13,952,745	CYContributionsGrantsAmt
PY Program Service Revenue	$13,655,456	PYProgramServiceRevenueAmt
CY Program Service Revenue	$14,526,482	CYProgramServiceRevenueAmt
PY Investment Income	$3,880,299	PYInvestmentIncomeAmt
CY Investment Income	$2,308,448	CYInvestmentIncomeAmt
PY Other Revenue	$9,929,635	PYOtherRevenueAmt
CY Other Revenue	$10,661,537	CYOtherRevenueAmt
PY Total Revenue	$36,712,735	PYTotalRevenueAmt
CY Total Revenue	$41,449,212	CYTotalRevenueAmt
PY Grants And Similar Paid	$46,500	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$270,085	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$21,370,375	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$22,440,744	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$1,035,853	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$604,456	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,753,087	CYTotalFundraisingExpenseAmt
PY Other Expenses	$23,305,933	PYOtherExpensesAmt
CY Other Expenses	$24,623,364	CYOtherExpensesAmt
PY Total Expenses	$45,758,661	PYTotalExpensesAmt
CY Total Expenses	$47,938,649	CYTotalExpensesAmt
PY Revenues Less Expenses	-$9,045,926	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$6,489,437	CYRevenuesLessExpensesAmt
Total Assets BOY	$287,766,062	TotalAssetsBOYAmt
Total Assets EOY	$275,425,119	TotalAssetsEOYAmt
Total Liabilities BOY	$25,897,610	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$26,615,760	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$261,868,452	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$248,809,359	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF THE MOUNT VERNON LADIES' ASSOCIATION (THE 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	$19,218,947	ExpenseAmt
Grant	$1,000	GrantAmt
Revenue	$23,139,859	RevenueAmt
Desc	THE ASSOCIATION WELCOMED 1,069,000 VISITORS TO THE ESTATE IN 2015, AND STUDENTS TOTALING 338,000 VISITED FROM ALL 50 OF THE UNITED STATES AND AROUND THE WORLD. THE ASSOCIATION REMAINED THE MOST POPULAR HISTORIC ESTATE IN AMERICA. THE ASSOCIATION'S INTERPRETATION STAFF CONTINUED TO EXPAND THE EDUCATION EXPERIENCE AT MOUNT VERNON WITH NEW AND EXCITING PROGRAMS FOR VISITORS OF ALL AGES. FOR THE FIRST TIME IN THE ASSOCIATION'S HISTORY, THE ASSOCIATION WAS THE BENEFICIARY OF TWO ROYAL VISITS IN A SINGLE YEAR: THE PRINCE OF WALES AND DUCHESS OF CORNWALL, AND THE KING AND QUEEN OF SPAIN. THE ASSOCIATION LAUNCHED A FREE SHUTTLE CONNECTING THE DISTILLERY & GRISTMILL WITH THE ESTATE, AND GUESTS RESPONDED WITH ENTHUSIASM AS ATTENDANCE INCREASED 25%, TOPPING 44,000. THE ASSOCIATION HOSTED A NUMBER OF POPULAR PUBLIC EVENTS ON THE ESTATE, SUCH AS CHRISTMAS AT MOUNT VERNON, SPRING AND FALL WINE FESTIVALS, SUMMER ESCAPE, THE RED, WHITE AND BLUE CELEBRATION ON THE FOURTH OF JULY, AND THE COLONIAL MARKET & FAIR OFFERED WAYS OF EXPERIENCING MOUNT VERNON FROM DIFFERENT POINTS OF VIEW. THE ASSOCIATION WAS OPEN TO THE PUBLIC FOR FREE ON GEORGE WASHINGTON'S BIRTHDAY AND WELCOMED THOUSANDS OF VISITORS TO THE ESTATE TO CELEBRATE THE GENERAL'S BIRTHDAY.THE ASSOCIATION HAS CONTINUED TO MAKE HUGE STRIDES IN ITS ONLINE VISITATION SINCE THE REDESIGN OF THE WEBSITE IN 2014, WITH UNIQUE VISITORS SURPASSING FOUR MILLION IN 2015, REPRESENTING A 25% INCREASE FROM THE PRIOR YEAR. THE ASSOCIATION WON THE GOLD W3 AWARD, ONE OF THE HIGHEST HONORS AVAILABLE TO WEBSITES OF CULTURAL INSTITUTIONS. THE ASSOCIATION MADE SIGNIFICANT EFFORTS TO INCREASE THE CONTENT OF THE WEBSITE AS IT ALLOWS THE ASSOCIATION TO TELL STORIES OF GEORGE WASHINGTON AND HIS ESTATE TO THOSE NOT ABLE TO READILY ACCESS THE MANSION.THE ASSOCIATION INTRODUCED THE MOUNT VERNON APP DESIGNED TO ENHANCE GUEST EXPERIENCE ON THE ESTATE WITH INTERACTIVE MAPS, IMMERSIVE TOURS, QUIZZES, AND MORE. IN CONJUNCTION, THE ASSOCIATION LAUNCHED THE AGENT 711: SPY ADVENTURE APP THAT ALLOWS FAMILIES TO CRACK CODES AND TACKLE CHALLENGES, AND INTERACT WITH CHARACTERS ON THE ESTATE. THE ASSOCIATION'S NEW FILM THE WINTER PATRIOTS DEBUTED THIS YEAR, WHICH HAS EARNED RAVE REVIEWS FROM TEACHERS, HISTORY ENTHUSIASTS, AND OTHER KEY AUDIENCES. THE ASSOCIATION RELEASED THE FIRST ISSUE OF ITS NEWEST PUBLICATION, MOUNT VERNON MAGAZINE, WHICH WILL BE PRODUCED THREE TIMES EACH YEAR.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$11,450,784	ExpenseAmt
Grant	$24,000	GrantAmt
Desc	THE ASSOCIATION STRIPPED AND STAINED THE MANSION ROOF, AND THIS WORK WILL CONTINUE THROUGH 2018. WHILE MAKING THE NECESSARY REPAIRS, THE ASSOCIATION UNCOVERED SOME UNEXPECTED PROBLEMS IN THE CUPOLA. UNLIKE THE MAIN ROOF, THE CUPOLA'S FLATTER ROOF HAD DETERIORATED AND NEEDED TO BE REPLACED AS WELL AS A SPIRE IN THE CUPOLA. WHILE WORKING ON THE CUPOLA THE ASSOCIATION DISCOVERED A TROVE OF 19TH CENTURY GRAFFITI THAT HAD BEEN PRESERVED. WHILE RESTORING THE ORIGINAL WALNUT STAIRCASE IN THE MANSION BY TIGHTENING THE CARPENTRY AND ADDING SUPPORT POSTS, THE ASSOCIATION WAS ABLE TO DOCUMENT THE SPACE IN 3-D. THIS RECORDING HAS OPENED A HISTORICAL TREASURE TROVE OF INFORMATION ON THE ORIGINAL WOOD, AND THE MULTIPLE GENERATIONS OF REPAIRS THAT WERE DONE IN THE MANSION. WHILE REMOVING THE PLASTER IN THE NELLY CUSTIS LEWIS ROOM THE ASSOCIATION DISCOVERED A FRAGMENT OF 18TH CENTURY WALLPAPER. ANALYSIS DONE ON THESE SAMPLES INDICATED THAT THE WALL PAPER IS FROM 1758-1759 THAT WOULD HAVE BEEN ACQUIRED FROM WASHINGTON FROM LONDON IN 1758. RECOGNIZING THE NEED TO SAFEGUARD PRICELESS OBJECTS, THE ASSOCIATION ALSO MOVED KEY PIECES OF ITS COLLECTION FROM THE MANSION TO SAFER, MORE CLIMATE CONTROLLED ENVIRONMENTS. GEORGE WASHINGTON'S UNCOMMON CHAIR, LONG DISPLAYED IN THE STUDY, IS NOW FEATURED IN THE MUSEUM'S GILDER LEHRMAN GALLERY. AFTER MANY VOLUMES WERE RELOCATED TO THE WASHINGTON LIBRARY FOR PRESERVATION AND CONTINUED EDUCATION OF GUESTS AND SCHOLARS, THE ASSOCIATION REPLENISHED THE SHELVES OF THE BOOK PRESS IN GEORGE WASHINGTON'S STUDY. FOR DECADES THE ASSOCIATION HAS WORKED TO COMPILE RECORDS ABOUT THE ENSLAVED WORKFORCE AND MOUNT VERNON. BY THE END OF 2015, 536 ENSLAVED INDIVIDUALS WHO LIVED OR WORKED AT MOUNT VERNON HAD BEEN IDENTIFED. MOUNT VERNON IN MINIATURE WAS REPAIRED AND REINSTATED IN THE FORD ORIENTATION CENTER IN EARLY 2015 IN TIME FOR THE ASSOCIATION'S BUSY SPRING SEASON. THE ASSOCIATION FLEW A LIGHT DETECTING AND RANGING TO BETTER ANALYZE THE EXACT TOPOGRAPHY OF THE LANDSCAPE, WHICH UNCOVERED NEW INFORMATION ABOUT WASHINGTON'S ORIGINAL LAND HOLDINGS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$10,592,367	ExpenseAmt
Grant	$245,085	GrantAmt
Desc	THE ASSOCIATION'S RESEARCH FELLOWS PROGRAM WELCOMED 18 FELLOWS TO THE LIBRARY. THESE ESTABLISHED AND EMERGING SCHOLARS RESIDE AT MOUNT VERNON FOR ONE, THREE AND SIX-MONTH FELLOWSHIPS TO RESEARCH FASCINATING TOPICS RANGING FROM MILITARY HISTORY TO DECORATIVE ARTS. BECOMING GEORGE WASHINGTON BROUGHT STUDENTS FROM UNDERPRIVILEGED SCHOOLS IN WASHINGTON D.C. TO SPEND AT A DAY AT MOUNT VERNON WHERE THEY RECEIVED HANDS ON LESSONS IN LEADERSHIP AND CHARACTER THAT GEORGE WASHINGTON EXEMPLIFIED. THE ASSOCIATION HOSTED NUMEROUS LEADERSHIP SEMINARS FOR CORPORATE AND GOVERNMENT LEADERS. THESE SEMINARS TEACH HOW GEORGE WASHINGTON'S EXAMPLE OF LEADERSHIP AND CHARACTER ARE APPLICABLE TO TODAY'S REAL WORLD ISSUES. TO COMMEMORATE THE FIRST ANNIVERSARY OF THE LIBRARY, THE ASSOCIATION LAUNCHED THE FOUNDING DEBATES, AN EVENT WHERE AUTHORS, PUBLIC FIGURES AND HISTORIANS DISCUSS INTERPRETATIONS OF A QUESTION OF NATIONAL IMPORT. THIS PROGRAM FOSTERS BROAD AND CONSTRUCTIVE DISCOURSE, WHILE UNDERSCORING IMPORTANT DETAILS OF WASHINGTON'S LIFE AND OUR NATION'S FOUNDING. INTRODUCED A FREE MONTHLY PROGRAM TO SPOTLIGHT AUTHORS AND THEIR NEW BOOKS ABOUT HISTORICAL TOPICS. SPONSORED BY FORD MOTOR COMPANY, THE FORD EVENING BOOK TALKS HAVE INTRODUCED NEIGHBORHOOD RESIDENTS, STUDENTS AND INTERESTED INDIVIDUALS TO WORKS BY WELL-KNOWN WRITERS AND EMERGING TALENTS.IN 2015, MOUNT VERNON HOSTED APPROXIMATELY 62 LECTURES AND SYMPOSIA FOR SCHOLARS, STUDENTS, AND SUPPORTERS. THE ASSOCIATION CONTINUED THE ASSOCIATION'S MOST POPULAR LECTURE SERIES AND SYMPOSIA. THE MICHELLE SMITH LECTURE SERIES, GAY HART GAINES DISTINGUISHED VISITING LECTURER OF AMERICAN HISTORY, GEORGE WASHINGTON SYMPOSIUM AND GEORGE WASHINGTON LEADERSHIP LECTURE SERIES FOCUSED ON TOPICS RANGING FROM ART TO CITIZENSHIP AND CIVICS. THE ASSOCIATION TEACHERS' INSTITUTE PROGRAMS HOSTED OVER 115 TEACHERS FROM AROUND THE COUNTRY FOR WEEK-LONG SEMINARS AND TRAINING SESSIONS CENTERED AROUND TEACHING GEORGE WASHINGTON TO ELEMENTARY, MIDDLE SCHOOL AND HIGH SCHOOLS STUDENTS. THE PROGRAM IS BEING REVAMPED INTO SHORTER FOUR DAY SESSIONS WITH SIX TOPICS, INCLUDING TOPICS SUCH AS LEADERSHIP AND SLAVERY. IN ADDITION, THE ASSOCIATION WELCOMED 175 WASHINGTON, D.C. AREA TEACHERS FOR ITS ANNUAL TWO-DAY INSTITUTE. THE TEAM ALSO TRAVELED TO CONNECTICUT, KENTUCKY, NORTH CAROLINA, OKLAHOMA, RHODE ISLAND, AND TEXAS TO MEET TEACHERS AND HOST RESIDENTIAL EDUCATION PROGRAMS. THE ASSOCIATION PARTNERED WITH THE SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY AND WORLD AFFAIRS COUNCIL TO HOST THE INAUGURAL SCHOLARS TO LEADERS PROGRAM, A HALF DAY SEMINAR THAT FEATURED LECTURES ON LEADERSHIP AND CIVIC RESPONSIBILITY. THE WASHINGTON LIBRARY RELEASED ITS FIRST PUBLICATION, "THE GENERAL IN THE GARDEN: GEORGE WASHINGTON'S LANDSCAPE AT MOUNT VERNON". THE GEORGE WASHINGTON BOOK PRIZE WAS GIVEN TO NICK BUNKER IN 2015 FOR EMPIRE ON THE EDGE: HOW BRITAIN CAME TO FIGHT AMERICAN AS WELL AS LIN-MANUEL FOR THE BROADWAY MUSICAL, HAMILTON. THE ASSOCIATION FORGED STRONGER INTERNATIONAL CONNECTIONS AND PARTNERED WITH THE SONS OF THE AMERICAN REVOLUTION ON AN ACADEMIC CONFERENCE FOCUSING ON LAFAYETTE AND EUROPEAN FRIENDS OF THE AMERICAN REVOLUTION.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$41,262,098	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	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	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	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	0	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	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	172	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	747	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	27	GoverningBodyVotingMembersCnt
Independent Voting Member	27	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	AZ	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	ME	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	MO	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	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	OK	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
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	PHILIP MANNO	PersonNm
Phone	7037998699	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	221210110	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
BARBARA BOURGEOIS LUCAS
REGENT	20.00	Yes (X)	Yes (X)	$0	$0	$0
MELODY SAWYER RICHARDSON
SECRETARY	10.00	Yes (X)	Yes (X)	$0	$0	$0
SUSAN MARSHALL TOWNSEND
TREASURER	10.00	Yes (X)	Yes (X)	$0	$0	$0
MARGARET APPLETON ALLISON
VICE REGENT	10.00	Yes (X)		$0	$0	$0
CLAUDIA PUIG AMUNDSEN
VICE REGENT	10.00	Yes (X)		$0	$0	$0
BOYCE LINEBERGER ANSLEY
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
CLARE N COOLEY EDWARDS
VICE REGENT	10.00	Yes (X)		$0	$0	$0
LUCIA BOSQUI HENDERSON
VICE REGENT	10.00	Yes (X)		$0	$0	$0
MARY ELIZABETH CREEKMORE HENKE
VICE REGENT	10.00	Yes (X)		$0	$0	$0
ELIZABETH WHITESIDES HOLDSWORTH
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
LIZ 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
MARGARET HARTMAN NICHOLS
VICE REGENT	10.00	Yes (X)		$0	$0	$0
ANNE NEAL PETRI
VICE REGENT	10.00	Yes (X)		$0	$0	$0
SUSAN STEVENS REEDER
VICE REGENT	10.00	Yes (X)		$0	$0	$0
LAURA PEEBLES RUTHERFORD
VICE REGENT	10.00	Yes (X)		$0	$0	$0
ANDREA NOTMAN SAHIN
VICE REGENT	10.00	Yes (X)		$0	$0	$0
ANN CADY SCOTT
VICE REGENT	10.00	Yes (X)		$0	$0	$0
JEAN ARMFIELD SHERRILL
VICE REGENT	10.00	Yes (X)		$0	$0	$0
CATHERINE MARLETTE WADDELL
VICE REGENT	10.00	Yes (X)		$0	$0	$0
GAIL BERRY WEST
VICE REGENT	10.00	Yes (X)		$0	$0	$0
CURTIS G VIEBRANZ
PRESIDENT/CEO	40.00		Yes (X)	$355,035	$0	$27,791
PHILIP MANNO
CHIEF FINANCIAL OFFICER	40.00		Yes (X)	$200,245	$0	$17,061
DOUGLAS BRADBURN
FOUNDING DIRECTOR OF NAT'L LIBRARY	40.00			$198,838	$0	$20,042	Yes (X)
CAROL CADOU
SVP HISTORIC PRESERVATION/COLLECTION	40.00			$170,522	$0	$13,273	Yes (X)
SUSAN MAGILL
VICE PRESIDENT OF ADVANCEMENT	40.00			$244,834	$0	$20,387	Yes (X)
ROBERT SHENK
SVP VISITOR ENGAGEMENT	40.00			$218,962	$0	$23,624	Yes (X)
JAMIE BOSKET
VP GUEST EXPERIENCE DIVISION	40.00			$137,589	$0	$16,439		Yes (X)
MATTHEW BRINEY
VICE PRESIDENT OF NEW MEDIA	40.00			$129,609	$0	$13,534		Yes (X)
CAROLINA CAMARGO
DIRECTOR OF SPECIAL GIFTS	40.00			$123,241	$0	$14,703		Yes (X)
F ANDERSON MORSE
DIRECTOR OF DEVELOPMENT	40.00			$131,015	$0	$22,885		Yes (X)
JAHMOND QUANDER
DIRECTOR OF FOOD AND BEVERAGE	40.00			$125,402	$0	$18,771		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,035,292	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$208,510	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	23	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
MAGNET DIRECT
45 BRAINTREE HILL OFFICE PARK 201	BRAINTREE	MA	02184	DIRECT MAIL FUNDRAISING CONSULT.	$1,303,074
MANA CONSTRUCTION
8804 OLD COLONY WAY	ALEXANDRIA	VA	22309	CONSTRUCTION SERVICES	$691,520
ADVANCED ENVIRONMENT SOLUTIONS
8710 LAGRANGE STREET	LORTON	VA	22079	CONSTRUCTION AND HVAC SERVICES	$458,957
TESSITURA
11700 PRESTON ROAD 660 PMB 214	DALLAS	TX	75230	AMS SYSTEM AND SETUP	$314,586
CONSTRUCTION TRADES SERVICES INC
603 EAST CHURCH STREET	FREDERICK	MD	21701	CONSTRUCTION SERVICES	$306,059

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	22	CntrctRcvdGreaterThan100KCnt
Membership Dues	$177,012	MembershipDuesAmt
Fundraising	$832,459	FundraisingAmt
All Other Contributions	$12,943,274	AllOtherContributionsAmt
Noncash Contributions	$1,965,341	NoncashContributionsAmt
Total Contributions	$13,952,745	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION FEES	900099	$13,676,162	$13,676,162
EVENT REVENUE	900099	$666,118	$666,118
TICKET REVENUE	900099	$184,202	$184,202

Field	Value	IRS element (for citing)
Total Program Service Revenue	$14,526,482	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,047,857	TotalRevenueColumnAmt
Exclusion	$2,047,857	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$207,406	TotalRevenueColumnAmt
Exclusion	$207,406	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$139,178,995	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$138,918,404	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$260,591	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$260,591	TotalRevenueColumnAmt
Exclusion	$260,591	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$167,930	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$832,459	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$191,446	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$23,516	TotalRevenueColumnAmt
Exclusion	-$23,516	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$13,186	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,186	TotalRevenueColumnAmt
Exclusion	$13,186	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$15,994,220	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$5,763,576	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,230,644	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,613,377	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,617,267	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$233,817	TotalRevenueColumnAmt
Exclusion	$233,817	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$233,817	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,449,212	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,139,859	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,617,267	UnrelatedBusinessRevenueAmt
Exclusion	$2,739,341	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$270,085	TotalAmt
Program Services	$270,085	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,510,614	TotalAmt
Program Services	$874,957	ProgramServicesAmt
Management And General	$293,871	ManagementAndGeneralAmt
Fundraising	$341,786	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$16,938,054	TotalAmt
Program Services	$14,914,217	ProgramServicesAmt
Management And General	$1,265,123	ManagementAndGeneralAmt
Fundraising	$758,714	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$972,357	TotalAmt
Program Services	$871,443	ProgramServicesAmt
Management And General	$61,860	ManagementAndGeneralAmt
Fundraising	$39,054	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,658,847	TotalAmt
Program Services	$1,553,978	ProgramServicesAmt
Management And General	$9,303	ManagementAndGeneralAmt
Fundraising	$95,566	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,360,872	TotalAmt
Program Services	$1,175,896	ProgramServicesAmt
Management And General	$105,240	ManagementAndGeneralAmt
Fundraising	$79,736	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$53,273	TotalAmt
Management And General	$53,273	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$67,048	TotalAmt
Management And General	$67,048	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$604,456	TotalAmt
Fundraising	$604,456	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$427,260	TotalAmt
Management And General	$427,260	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,867,874	TotalAmt
Program Services	$2,162,467	ProgramServicesAmt
Management And General	$581,903	ManagementAndGeneralAmt
Fundraising	$123,504	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$680,489	TotalAmt
Program Services	$659,604	ProgramServicesAmt
Management And General	$11,201	ManagementAndGeneralAmt
Fundraising	$9,684	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,001,850	TotalAmt
Program Services	$3,192,114	ProgramServicesAmt
Management And General	$679,263	ManagementAndGeneralAmt
Fundraising	$130,473	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$264,332	TotalAmt
Program Services	$89,352	ProgramServicesAmt
Management And General	$116,581	ManagementAndGeneralAmt
Fundraising	$58,399	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$2,168	TotalAmt
Program Services	$2,168	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,847,474	TotalAmt
Program Services	$4,764,977	ProgramServicesAmt
Management And General	$82,497	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$320,168	TotalAmt
Program Services	$280,124	ProgramServicesAmt
Management And General	$6,809	ManagementAndGeneralAmt
Fundraising	$33,235	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$402,253	TotalAmt
Program Services	$392,074	ProgramServicesAmt
Management And General	$6,995	ManagementAndGeneralAmt
Fundraising	$3,184	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,600	TotalAmt
Program Services	$5,600	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,897,728	TotalAmt
Program Services	$7,897,728	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$302,104	TotalAmt
Program Services	$170,451	ProgramServicesAmt
Management And General	$56,817	ManagementAndGeneralAmt
Fundraising	$74,836	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EVENT EXPENSES	$1,254,435	$1,096,735	$41,581	$116,119
MISCELLANEOUS	$811,746	$618,291	$56,839	$136,616
COLLECTIONS AND LIBRARY	$265,526	$265,526
DIRECT MAIL COSTS	$147,725			$147,725

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,311	TotalAmt
Program Services	$4,311	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$47,938,649	TotalAmt
Program Services	$41,262,098	ProgramServicesAmt
Management And General	$3,923,464	ManagementAndGeneralAmt
Fundraising	$2,753,087	FundraisingAmt

Field	Value	IRS element (for citing)
Joint Costs	Yes (X)	JointCostsInd

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$1,325,022	TotalAmt
Program Services	$642,674	ProgramServicesAmt
Management And General	$33,989	ManagementAndGeneralAmt
Fundraising	$648,359	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$4,672,889	BOYAmt
EOY	$3,779,575	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,018,772	BOYAmt
EOY	$18,752,765	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,064,194	BOYAmt
EOY	$9,898,440	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$763,310	BOYAmt
EOY	$426,485	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$500,000	BOYAmt
EOY	$500,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,743,569	BOYAmt
EOY	$2,735,195	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$289,233	BOYAmt
EOY	$413,909	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$158,536,294	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$68,581,211	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$96,729,474	BOYAmt
EOY	$89,955,083	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$100,102,728	BOYAmt
EOY	$121,619,891	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$54,798,994	BOYAmt
EOY	$20,398,517	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,082,899	BOYAmt
EOY	$6,945,259	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$287,766,062	BOYAmt
EOY	$275,425,119	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,264,269	BOYAmt
EOY	$3,723,239	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$548,738	BOYAmt
EOY	$638,654	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$15,000,000	BOYAmt
EOY	$15,000,000	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$200,000	BOYAmt
EOY	$200,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,884,603	BOYAmt
EOY	$7,053,867	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$25,897,610	BOYAmt
EOY	$26,615,760	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$142,755,233	BOYAmt
EOY	$132,529,440	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$83,210,355	BOYAmt
EOY	$75,397,159	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$35,902,864	BOYAmt
EOY	$40,882,760	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$261,868,452	BOYAmt
EOY	$248,809,359	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$287,766,062	BOYAmt
EOY	$275,425,119	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$6,489,437	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$6,226,278	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$343,378	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)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,346,281	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,833,083	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,922,730	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,247,345	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,952,745	CurrentTaxYearAmt
Total	$81,302,184	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$23,945,233	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,022,980	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,424,678	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,293,684	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,181,664	CurrentTaxYearAmt
Total	$130,868,239	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$39,291,514	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,856,063	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$51,347,408	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,541,029	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,134,409	CurrentTaxYearAmt
Total	$212,170,423	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,160,598	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,812,551	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,230,229	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,482,574	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,005,908	CurrentTaxYearAmt
Total	$12,691,860	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,160,598	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,812,551	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,230,229	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,482,574	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,005,908	CurrentTaxYearAmt
Total	$12,691,860	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$199,478,563	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,406,377	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,307,906	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,366,758	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,575,695	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,255,263	CurrentTaxYearAmt
Total	$8,911,999	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,406,377	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,307,906	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,366,758	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,575,695	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,255,263	CurrentTaxYearAmt
Total	$8,911,999	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$708,730	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$576,364	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$266,264	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$560,508	CurrentTaxYearMinus1YearAmt
Current Tax Year	$233,817	CurrentTaxYearAmt
Total	$2,345,683	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$41,406,621	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$45,740,333	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$52,980,430	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$38,677,232	CurrentTaxYearMinus1YearAmt
Current Tax Year	$44,623,489	CurrentTaxYearAmt
Total	$223,428,105	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.89280	PublicSupportCY509Pct
Public Support PY509	0.86430	PublicSupportPY509Pct
Investment Income CY	0.03990	InvestmentIncomeCYPct
Investment Income PY	0.03040	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2011 AMOUNT: $ 708,730. 2012 AMOUNT: $ 576,364. 2013 AMOUNT: $ 266,264. 2014 AMOUNT: $ 509,680. 2015 AMOUNT: $ 233,817. CELL PHONE TOWER REVENUE - 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 50,828. 2015 AMOUNT: $ 0.	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	$146,000,113	BeginningYearBalanceAmt
Contributions	$6,578,079	ContributionsAmt
Investment Earnings Or Losses	-$4,157,069	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,111,637	OtherExpendituresAmt
End Year Balance	$139,309,486	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$151,676,248	BeginningYearBalanceAmt
Contributions	$3,119,789	ContributionsAmt
Investment Earnings Or Losses	$2,580,194	InvestmentEarningsOrLossesAmt
Other Expenditures	$11,373,118	OtherExpendituresAmt
End Year Balance	$146,000,113	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$140,394,581	BeginningYearBalanceAmt
Contributions	$16,693,092	ContributionsAmt
Investment Earnings Or Losses	$11,074,871	InvestmentEarningsOrLossesAmt
Other Expenditures	$16,486,296	OtherExpendituresAmt
End Year Balance	$151,676,248	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$134,418,489	BeginningYearBalanceAmt
Contributions	$12,286,942	ContributionsAmt
Investment Earnings Or Losses	$8,122,184	InvestmentEarningsOrLossesAmt
Other Expenditures	$14,433,034	OtherExpendituresAmt
End Year Balance	$140,394,581	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$131,023,770	BeginningYearBalanceAmt
Contributions	$12,372,930	ContributionsAmt
Investment Earnings Or Losses	-$4,798,880	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,179,331	OtherExpendituresAmt
End Year Balance	$134,418,489	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.22780	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.29350	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.47870	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	$963,362	OtherCostOrOtherBasisAmt
Book Value	$963,362	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$106,536,209	OtherCostOrOtherBasisAmt
Depreciation	$30,193,516	DepreciationAmt
Book Value	$76,342,693	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$45,775,135	OtherCostOrOtherBasisAmt
Depreciation	$34,243,233	DepreciationAmt
Book Value	$11,531,902	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,261,588	OtherCostOrOtherBasisAmt
Depreciation	$4,144,462	DepreciationAmt
Book Value	$1,117,126	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$89,955,083	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LONG/SHORT EQUITY HEDGE	$7,671,155	F
EVENT-DRIVEN HEDGE	$3,373,508	F
DISTRESSED DEBT HEDGE	$3,754,583	F
PRIVATE EQUITY	$5,599,271	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$20,398,517	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
INTEREST RATE SWAP AGREEMENT	$6,028,082
ANNUITY GIFT LIABILITY	$863,987
POOLED INCOME FUND LIABILITY	$121,757
GIFT CERTIFICATES	$32,228
DUE TO REGION 5 HISTORY FUND	$7,813

Field	Value	IRS element (for citing)
Total Liability	$7,053,867	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$40,407,318	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$6,226,278	NetUnrealizedGainsInvstAmt
Other Revenue	-$343,378	OtherRevenueAmt
Revenue Not Reported	-$6,569,656	RevenueNotReportedAmt
Revenue Subtotal	$46,976,974	RevenueSubtotalAmt
Investment Expenses Not Incld	$427,260	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$5,955,022	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$5,527,762	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$41,449,212	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$53,466,411	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$53,466,411	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$427,260	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$5,955,022	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$5,527,762	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$47,938,649	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	HISTORICAL PROPERTIES OWNED BY THE ASSOCIATION WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION. THESE HISTORICAL PROPERTIES ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION. THE COST OF THE PROPERTIES IN 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. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. FINANCIAL STATEMENTS DO NOT REFLECT ANY CONTRIBUTED COLLECTION ITEMS.
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 77 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE BOARD OF REGENTS APPROVES SPENDING ON PROGRAM RESTRICTED ENDOWMENTS AS PART OF ITS ANNUAL BUDGET APPROVAL PROCESS. IN ADDITION, THE BOARD OF REGENTS 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. TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE USED TOWARDS THE NEW LIBRARY'S CONSTRUCTION AND INITIAL OPERATING EXPENDITURES.
PART X, LINE 2:	THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014, 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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -218,200. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -125,178.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT DIRECT EXPENSES -191,446. COST OF GOODS SOLD -5,763,576.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT DIRECT EXPENSES -191,446. COST OF GOOD SOLD -5,763,576.

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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
MAGNET DIRECT
45 BRAINTREE HILL OFFICE PARK SUIT	BRAINTREE	MA	02184	DIRECT MAIL	0	$2,099,248	$1,232,208	$867,040
THE LUCKENS COMPANY
2800 SHIRLINGTON ROAD 9TH FLOOR	ARLINGTON	VA	22206	DIRECT MAIL	0	$129,477	$76,000	$53,477

Field	Value	IRS element (for citing)
Total Gross Receipts	$2,228,725	TotalGrossReceiptsAmt
Total Retained By Contractors	$1,308,208	TotalRetainedByContractorsAmt
Total Net To Organization	$920,517	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	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	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd
Licensed States	DC	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	DISCUS	Event1Nm
Gross Receipts Event1	$491,955	GrossReceiptsEvent1Amt
Charitable Contri Event1	$392,955	CharitableContriEvent1Amt
Gross Revenue Event1	$99,000	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Food And Beverage Event1	$0	FoodAndBeverageEvent1Amt
Entertainment Event1	$10,115	EntertainmentEvent1Amt
Other Direct Expenses Event1	$54,323	OtherDirectExpensesEvent1Amt
Event2	FOUNDERS	Event2Nm
Gross Receipts Event2	$238,638	GrossReceiptsEvent2Amt
Charitable Contri Event2	$212,138	CharitableContriEvent2Amt
Gross Revenue Event2	$26,500	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Food And Beverage Event2	$14,166	FoodAndBeverageEvent2Amt
Entertainment Event2	$4,843	EntertainmentEvent2Amt
Other Direct Expenses Event2	$10,383	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$269,796	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$227,366	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$42,430	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$57,716	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$11,525	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$28,375	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,000,389	GrossReceiptsTotalAmt
Charitable Contributions Tot	$832,459	CharitableContributionsTotAmt
Gross Revenue Total Events	$167,930	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$71,882	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$26,483	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$93,081	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$191,446	DirectExpenseSummaryEventsAmt
Net Income Summary	-$23,516	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	FOR THE YEAR ENDED DECEMBER 31, 2015, THE ASSOCIATION PAID MAGNET DIRECT A TOTAL OF $1,160,547 OF WHICH $147,725 WAS FOR FUNDRAISING EXPENSES. ALSO NOTE THE ASSOCIATION CONDUCTS EDUCATION PROGRAM ACTIVITIES THAT INCLUDE APPEALS FOR CONTRIBUTIONS, PRIMARILY DIRECT MAIL CAMPAIGNS, WHICH QUALIFY FOR ALLOCATION AMONG THE FUNCTIONS BENEFITED. THE ASSOCIATION PAID A TOTAL OF THE $1,088,823 FOR PROFESSIONAL FUNDRAISING SERVICES OF WHICH $484,367 AND $604,456 WAS RELATED TO PROGRAM AND FUNDRAISING ACTIVITIES, RESPECTIVELY.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ACCOKEEK FOUNDATION
3400 BRYAN POINT ROAD	ACCOKEEK	MD	20607	526037288	501(C)(3)	$20,000	PROTECTION OF VIEWSHED
UNIVERSITY OF VIRGINIA
PO BOX 400195	CHARLOTTESVILLE	VA	229044195	546001796	501(C)(3)	$239,480	PAPERS OF GEORGE WASHINGTON

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

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)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
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	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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
CURTIS G VIEBRANZ
PRESIDENT/CEO	$355,035	$0	$0	$0	$0	$0	$20,900	$0	$6,891	$0	$382,826	$0	$0	$0
PHILIP MANNO
CHIEF FINANCIAL OFFICER	$200,245	$0	$0	$0	$0	$0	$15,729	$0	$1,332	$0	$217,306	$0	$0	$0
DOUGLAS BRADBURN
FOUNDING DIRECTOR OF NAT'L LIBRARY	$198,838	$0	$0	$0	$0	$0	$7,023	$0	$13,019	$0	$218,880	$0	$0	$0
CAROL CADOU
SVP HISTORIC PRESERVATION/COLLECTION	$170,522	$0	$0	$0	$0	$0	$12,085	$0	$1,188	$0	$183,795	$0	$0	$0
SUSAN MAGILL
VICE PRESIDENT OF ADVANCEMENT	$244,834	$0	$0	$0	$0	$0	$18,719	$0	$1,668	$0	$265,221	$0	$0	$0
ROBERT SHENK
SVP VISITOR ENGAGEMENT	$218,962	$0	$0	$0	$0	$0	$10,553	$0	$13,071	$0	$242,586	$0	$0	$0
JAMIE BOSKET
VP GUEST EXPERIENCE DIVISION	$137,589	$0	$0	$0	$0	$0	$10,863	$0	$5,576	$0	$154,028	$0	$0	$0
F ANDERSON MORSE
DIRECTOR OF DEVELOPMENT	$131,015	$0	$0	$0	$0	$0	$10,794	$0	$12,091	$0	$153,900	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	THE PRESIDENT/CEO OF THE ASSOCIATION IS REQUIRED TO LIVE ON THE PREMISES AND IS PROVIDED WITH HOUSING, AND PERSONAL SERVICES FOR THE CARE OF THE PROPERTY. AS SUCH, THESE ARE NON-TAXABLE ALLOWANCES GIVEN. SPOUSAL TRAVEL FOR THE PRESIDENT/CEO IS ALSO PROVIDED, BUT IS INCLUDED AS A TAXABLE FRINGE BENEFIT.	ExplanationTxt

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
Current Refunding	Yes (1)	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
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	SUNTRUST	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

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Regulatory Safe Harbor Stsfd	0	RegulatorySafeHarborStsfdInd
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	0	ProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	57	ContributionCnt
Noncash Contributions Rpt F990	$1,965,341	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS FOR DONATED SECURITIES.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	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, RAFFA, P.C., 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) RAFFA, P.C. REVIEWS THE FINAL DRAFT OF FEDERAL FORM 990 WITH THE AUDIT COMMITTEE; 4) THE FINAL DRAFT IS THEN PROVIDED TO THE FULL BOARD OF DIRECTORS 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 BOARD OF DIRECTORS, ADVISORY COMMITTEE MEMBERS, OFFICERS AND KEY EMPLOYEES. 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 CFO, AND TAKES ANY APPROPRIATE ACTION.
FORM 990, PART VI, SECTION B, LINE 15	ON A PERIODIC BASIS, THE ASSOCIATION WORKS WITH A COMPENSATION CONSULTANT TO PERFORM COMPARATIVE MARKET STUDIES ON OVER 50 FULL-TIME POSITIONS. THIS STUDY INCLUDED ALL EXECUTIVE AND MANAGEMENT POSITIONS AND A NUMBER OF FRONT LINE STAFF POSITIONS. COMPENSATION IS BENCHMARKED AGAINST OUR PEER GROUP (MUSEUMS AND HISTORICAL SITES), 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, THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS REVIEWED AND APPROVED THE COMPENSATION STRUCTURE OF THE PRESIDENT/CEO. PRESIDNET/CEO COMPENSATION WAS COMPARED TO PUBLICLY AVAILABLE DATA ON SIMILAR SIZED ORGANIZATIONS IN THE NOT-FOR-PROFIT AND MUSEUM/HISTORIC SITES INDUSTRIES AS WELL AS MARKET DATA FOR THE WASHINGTON DC METRO AREA. THE LAST COMPENSATION REVIEW WAS CONDUCTED IN 2013.
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. THE BYLAWS AND THE CONFLICTS OF INTEREST POLICY, WHICH REQUIRES ANNUAL DISCLOSURE OF CONFLICTING INTERESTS BY BOARD OF DIRECTORS AND OFFICERS, ARE NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE POSTED ON THE ASSOCIATION'S WEBSITE AND AVAILABLE IN HARD COPY UPON SPECIFIC REQUEST. IN ADDITION, A 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 -125,178. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -218,200.