2016-04-24T22:16:56-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2015-01-01 530205923 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATI 2028793365 1776 D STREET NW WASHINGTON DC 200065303 MARTHA BARNHART TREASURER GENERAL 2028793365 2016-04-19 1 DAVID TRIMNER P00444822 5712279500 2015 2016-09-27 15:27:22Z LYNN F YOUNG 1776 D STREET NW WASHINGTON DC 200065303 25982324 0 X WWW.DAR.ORG X 1896 DC PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 86 85 185 4775 66640 -55817 5796086 10142552 9904037 10250170 1997970 2013345 2766839 2488144 20464932 24894211 1363200 1377921 0 0 7313560 7406428 0 0 1871144 7648082 7885491 16324842 16669840 4140090 8224371 117661553 124401120 9327908 9964799 108333645 114436321 X THE SOCIETY WAS ESTABLISHED TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE. THE SOCIETY ACHIEVES THIS OBJECTIVE THROUGH PROGRAMS WHICH ENCOURAGE HISTORICAL RESEARCH AND PUBLICATION, PRESERVATION OF HISTORICAL RELICS AND DOCUMENTS, EDUCATION AND PROMOTION OF PATRIOTIC ENDEAVORS. 0 0 3774630 3965106 GENEALOGY & RESEARCH: NSDAR MAINTAINS A RESEARCH AND AN EXTENSIVE GENEALOGICAL LIBRARY. THE LIBRARY CONTAINS APPROXIMATELY 225,000 VOLUMES, AS WELL AS MANY UNPUBLISHED GENEALOGY TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. 3093997 37350 2911825 HISTORIC PRESERVATION: NSDAR MAINTAINS A MUSEUM FOR THE PURPOSE OF COLLECTING, EXHIBITING, AND PRESERVING OBJECTS RELATED TO THE AMERICAN REVOLUTION. THE MUSEUM IS OPEN TO MEMBERS AND THE GENERAL PUBLIC FREE OF CHARGE. NSDARS AMERICANA COLLECTION INCLUDES MANUSCRIPT AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NSDAR ALSO MAINTAINS CONSTITUTION HALL, AN AUDITORIUM DEDICATED TO THE US CONSTITUTION. 2912765 1034865 3628224 EDUCATION: NSDAR SUPPORTS TWO SCHOOLS IN THE APPALACHIAN AREA AND MAKES CONTRIBUTIONS TO SIX OTHER SCHOOLS. NSDAR AWARDS SCHOLARSHIPS IN POLITICAL SCIENCE, HISTORY, GOVERNMENT, ECONOMICS, BUSINESS, LAW, CHEMISTRY, NURSING, AND OCCUPATIONAL THERAPY. NSDAR ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHLY PUBLICATION FOCUSING ON AMERICAN HISTORY, HISTORIC PRESERVATION, PATRIOTISM, AND EDUCATION. 496385 305706 467159 BOARD PROJECTS: THIS PROGRAM INCLUDES ACTIVITIES TARGETED FOR ACTION BY THE PRESIDENT GENERAL. THE MOST RECENT PROJECT INVOLVES THE ONGOING RESTORATION AND IMPROVEMENT OF THE NSDAR COMPLEX OF HISTORIC BUILDINGS, PROMOTING MEMBERSHIP, ADVANCING DAR'S TECHNOLOGICAL CAPABILITIES IN SUPPORT OF ITS MISSION, AND FUNDING COMMUNITY GRANTS FOR HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 496385 305706 467159 10277777 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 54 0 185 1 1 1 0 0 0 0 1 1 0 0 0 0 X 86 85 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR AZ CO CT FL GA HI IL KS KY MA ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT WA WI WV X SUSAN KINNECOME 2026281776 1776 D STREET NW WASHINGTON DC 200065303 LYNN F YOUNG PRESIDENT GENERAL 40.00 X X 24000 0 0 ANN T DILLON FIRST VICE PRESIDENT GENER 20.00 X X 0 0 0 ANN S CRIDER CHAPLAIN GENERAL 20.00 X X 0 0 0 BARBARA H CARPENTER RECORDING SECRETARY GENERA 20.00 X X 0 0 0 KARON JARRARD CORRESPONDING SEC'Y GENERA 20.00 X X 0 0 0 DENISE D VANBUREN ORGANIZING SECRETARY GENER 20.00 X X 0 0 0 MARTHA G BARNHART TREASURER GENERAL 20.00 X X 0 0 0 SHARON M WITHERS REGISTRAR GENERAL 20.00 X X 0 0 0 BANA W CASKEY HISTORIAN GENERAL 20.00 X X 0 0 0 JUDITH H CHAFFIN LIBRARIAN GENERAL 20.00 X X 0 0 0 JENNIE MAY REHNBERG CURATOR GENERAL 20.00 X X 0 0 0 MINDY T KAMMEYER REPORTER GENERAL 20.00 X X 0 0 0 LUANNE F BRUCKNER VICE PRESIDENT GENERAL 4.00 X 0 0 0 LYNDA W CLOSSON VICE PRESIDENT GENERAL 4.00 X 0 0 0 BONNIE P COOK VICE PRESIDENT GENERAL 4.00 X 0 0 0 GALE A CRAFTON VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARY B FRISCH VICE PRESIDENT GENERAL 4.00 X 0 0 0 CONSTANCE H GRUND VICE PRESIDENT GENERAL 4.00 X 0 0 0 BARBARA T HALPIN VICE PRESIDENT GENERAL 4.00 X 0 0 0 ZADEEA G HARRIS VICE PRESIDENT GENERAL 4.00 X 0 0 0 PATRICIA M HATFIELD VICE PRESIDENT GENERAL 4.00 X 0 0 0 NANCY G HEMMRICH VICE PRESIDENT GENERAL 4.00 X 0 0 0 JEANIE P HORNUNG VICE PRESIDENT GENERAL 4.00 X 0 0 0 ELIZABETH W JONES VICE PRESIDENT GENERAL 4.00 X 0 0 0 LAURA C KESSLER VICE PRESIDENT GENERAL 4.00 X 0 0 0 DANNA S KOELLING VICE PRESIDENT GENERAL 4.00 X 0 0 0 DOROTHY R LIND VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARY MCALEENAN VICE PRESIDENT GENERAL 4.00 X 0 0 0 PATSY MCFALL VICE PRESIDENT GENERAL 4.00 X 0 0 0 DONNA C NASH VICE PRESIDENT GENERAL 4.00 X 0 0 0 JULIA ROGERS VICE PRESIDENT GENERAL 4.00 X 0 0 0 PEGGY C TROXELL VICE PRESIDENT GENERAL 4.00 X 0 0 0 JANET L WHITTINGTON VICE PRESIDENT GENERAL 4.00 X 0 0 0 JUDITH DEAN STATE REGENT - AK 4.00 X 0 0 0 NANCY FOLK STATE REGENT - AL 4.00 X 0 0 0 MARY H DEERE STATE REGENT - AR 4.00 X 0 0 0 GILLIAN L MORSE STATE REGENT - AZ 4.00 X 0 0 0 CAROL O JACKSON STATE REGENT - CA 4.00 X 0 0 0 MARGARET NORTON STATE REGENT - CO 4.00 X 0 0 0 APRIL B STALEY STATE REGENT - CT 4.00 X 0 0 0 ANN T SCHAEFFER STATE REGENT - DC 4.00 X 0 0 0 CLAUDIA M ONKEN STATE REGENT - DE 4.00 X 0 0 0 VIRGINIA POFFENBERGER STATE REGENT - FL 4.00 X 0 0 0 IDA B FISCHER STATE REGENT - GA 4.00 X 0 0 0 MARY ELLEN C SMITH STATE REGENT - HI 4.00 X 0 0 0 SHARON A BRADEN STATE REGENT - IA 4.00 X 0 0 0 RHONDA KREN STATE REGENT - ID 4.00 X 0 0 0 SHARON FRIZZELL STATE REGENT - IL 4.00 X 0 0 0 LOIS HUNTINGTON STATE REGENT - IN 4.00 X 0 0 0 BRENDA J DOOLEY STATE REGENT - KS 4.00 X 0 0 0 BARBARA G ZINK STATE REGENT - KY 4.00 X 0 0 0 SUE L SIMPSON STATE REGENT - LA 4.00 X 0 0 0 GAIL S TERRY STATE REGENT - MA 4.00 X 0 0 0 CAROL LARKIN STATE REGENT - MD 4.00 X 0 0 0 SANDRA H SWALLOW STATE REGENT - ME 4.00 X 0 0 0 DIANE SCHRIFT STATE REGENT - MI 4.00 X 0 0 0 RACHEL SANISIDRO STATE REGENT - MN 4.00 X 0 0 0 MORGAN L LAKE STATE REGENT - MO 4.00 X 0 0 0 BILLIE F BREEDLOVE STATE REGENT - MS 4.00 X 0 0 0 CATHERINE J LANE STATE REGENT - MT 4.00 X 0 0 0 ELIZABETH GRAHAM STATE REGENT - NC 4.00 X 0 0 0 NANCY S LEGERSKI STATE REGENT - ND 4.00 X 0 0 0 KATHLEEN J OCASIO STATE REGENT - NE 4.00 X 0 0 0 PHYLLIS M GAGNON STATE REGENT - NH 4.00 X 0 0 0 CORNELIA B OLDE STATE REGENT - NJ 4.00 X 0 0 0 GENORA CANON STATE REGENT - NM 4.00 X 0 0 0 LYNDA L MORRISON-RADER STATE REGENT - NV 4.00 X 0 0 0 MARTHA M CRAPSER STATE REGENT - NY 4.00 X 0 0 0 SANDRA M MCCANN STATE REGENT - OH 4.00 X 0 0 0 ORIENNE F DENSLOW STATE REGENT - OK 4.00 X 0 0 0 CYNTHIA A PARNELL STATE REGENT - OR 4.00 X 0 0 0 ROBERTA P MCMULLEN STATE REGENT - PA 4.00 X 0 0 0 BARBARA WATROUS STATE REGENT - RI 4.00 X 0 0 0 DIANNE CULBERTSON STATE REGENT - SC 4.00 X 0 0 0 LAVONNE C ANDERSON STATE REGENT - SD 4.00 X 0 0 0 SUSAN R THOMAS STATE REGENT - TN 4.00 X 0 0 0 JUDY OSTLER STATE REGENT - TX 4.00 X 0 0 0 JUDY D BARKING STATE REGENT - UT 4.00 X 0 0 0 VIRGINIA S STORAGE STATE REGENT - VA 4.00 X 0 0 0 CAROL SCHWENK STATE REGENT - VT 4.00 X 0 0 0 CAROL J GAFFNEY STATE REGENT - WA 4.00 X 0 0 0 CLAUDETTE R FINKE STATE REGENT - WI 4.00 X 0 0 0 BARBARA M FRANKENBERRY STATE REGENT - WV 4.00 X 0 0 0 SUSAN M HAINES STATE REGENT - WY 4.00 X 0 0 0 DOMINIQUE FAVREUL STATE REGENT - FRANCE 4.00 X 0 0 0 JANET T FRY STATE REGENT - MEXICO 4.00 X 0 0 0 DIANE HAMILL VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARGUERITE HORTON VICE PRESIDENT GENERAL 4.00 X 0 0 0 CINDY TOONE VICE PRESIDENT GENERAL 4.00 X 0 0 0 SUE THOMPSON VICE PRESIDENT GENERAL 4.00 X 0 0 0 BARBARA MAKANT VICE PRESIDENT GENERAL 4.00 X 0 0 0 SHARON THORNE-SULIMA VICE PRESIDENT GENERAL 4.00 X 0 0 0 JOY D HAGG VICE PRESIDENT GENERAL 4.00 X 0 0 0 LUCINDA GRYDER STATE REGENT - AK 4.00 X 0 0 0 CONSTANCE GRUND STATE REGENT - AL 4.00 X 0 0 0 MARCY KIMMINAU STATE REGENT - CO 4.00 X 0 0 0 CYNTHIA SYMANEK STATE REGENT - FL 4.00 X 0 0 0 REBECCA BOWEN-ODOM STATE REGENT - ID 4.00 X 0 0 0 PAMELA BORK STATE REGENT - IL 4.00 X 0 0 0 JEANIE HORNUNG STATE REGENT - IN 4.00 X 0 0 0 LINDA MISTLER STATE REGENT - MD 4.00 X 0 0 0 M ZANDRA BAKER STATE REGENT - MI 4.00 X 0 0 0 DIANE CONE STATE REGENT - MN 4.00 X 0 0 0 PEGGY TROXELL STATE REGENT - NC 4.00 X 0 0 0 JACQUELYN CHASE STATE REGENT - NM 4.00 X 0 0 0 BARBARA SIMMONS STATE REGENT - RI 4.00 X 0 0 0 DOROTHY LIND STATE REGENT - SC 4.00 X 0 0 0 PAMELA WRIGHT STATE REGENT - TX 4.00 X 0 0 0 ELIZABETH BICKNELL STATE REGENT - VT 4.00 X 0 0 0 STEPHEN W NORDHOLT ADMINISTRATOR 40.00 X 145514 0 14980 SUSAN KINNECOME CONTROLLER 40.00 X 134509 0 11771 LEANNE VIGLIANO DIRECTOR OF HUMAN RESOURCE 40.00 X 129258 0 6626 SANDRA POLLACK DEVELOPMENT DIRECTOR 40.00 X 118305 0 4892 VICTOR KUNZE DIRECTOR OF INFORMATION SYSTEMS 40.00 X 106834 0 15557 DAVID COPPEDGE BUILDING SUPERINTENDENT 40.00 X 111624 0 6697 ERIC GRUNDSET LIBRARY DIRECTOR 40.00 X 100029 0 10960 870073 0 71483 7 0 1 0 THE CHRISTMAN COMPANY 1881 CAMPUS COMMONS SUITE 405 RESTON VA 20191 BUILDING RESTORATION 893705 HAMMOCK INC 814 CHURCH ST SUITE 500 NASHVILLE TN 37203 MAGAZINE PUBLISHER 860172 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 PRINTING, CONSULTING, AND MAILHOUSE SERV 597222 GRAND HYATT WASHINGTON DC 1000 H ST NW WASHINGTON DC 20001 BANQUET/RECEPTION SERVICES, LODGING 302715 CAVALIER SERVICES INC 2722 MERRILEE DRIVE SUITE 300 FAIRFAX VA 22031 CLEANING SERVICES 214944 10 10142552 69333 10142552 MEMBERSHIP DUES 900099 6751524 6751524 APPLICATION OTHER MEMBER FEES 900099 2198963 2198963 MAGAZINE REVENUE 541800 886960 840566 46394 RECORD COPY 900099 401220 401220 LIBRARY AND OTHER FEES 900099 11503 11503 10250170 2010774 2010774 329553 329553 1085255 0 1085255 1085255 1085255 286784 284213 2571 2571 2571 1526044 803900 722144 722144 MANAGEMENT FEES 900099 237562 237562 OTHER 900099 93384 93384 TICKETMASTER COMMISSION 711300 20246 20246 351192 24894211 10925920 66640 3759099 1110664 1110664 261334 261334 5923 5923 345812 97469 233900 14443 5935487 3516864 1897504 521119 172163 103730 53063 15370 516829 304017 168461 44351 436137 252396 146342 37399 237479 209858 27621 34463 2366 17379 14718 58180 58180 67089 45810 21279 466852 236991 109191 120670 6073 6073 2056064 1057675 608936 389453 136751 48434 73134 15183 728967 564681 151507 12779 75099 25616 13869 35614 429322 64573 270486 94263 1302294 1033713 240889 27692 363017 90754 272263 PRINTING & PUBLICATIONS 1312447 827207 12694 472546 REAL ESTATE TAXES 123825 85197 38358 270 SUBSCRIPTION & MEMBERSH 99074 49990 24446 24638 PRESIDENT GENERAL 64300 13245 42225 8830 324195 263197 39192 21806 16669840 10277777 4520919 1871144 2058839 492522 7019135 16091016 3521590 3046799 1233010 666484 672073 477643 401931 415216 40525718 20345121 19275668 20180597 82570703 82162113 908427 868730 177 0 117661553 124401120 1481125 1514850 7105438 7523762 19130 325 722215 925862 9327908 9964799 X 37515511 38991325 54201367 54545871 16616767 20899125 108333645 114436321 117661553 124401120 8224371 -2121695 0 X 0 1 X 1 0 X 4081464 5255924 9192192 5794006 10142552 34466138 9327735 8336425 10261490 11182365 11729820 50837835 13409199 13592349 19453682 16976371 21872372 85303973 545897 545897 0 545897 545897 84758076 4706246 3380262 3326034 3736635 3425582 18574759 52161 34054 43614 50877 66640 247346 4758407 3414316 3369648 3787512 3492222 18822105 229779 248374 281683 331919 330946 1422701 18397385 17255039 23105013 21095802 25695540 105548779 0.80300 0.78910 0.17830 0.19730 X PART III, SECTION B, LINE 12 THE OTHER INCOME REPRESENTS MANAGEMENT FEES AND MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 56006728 11579418 -654894 122500 5381004 61427748 51426870 9006848 -4010686 416304 56006728 45683427 8895167 -2455184 696540 51426870 43787812 5662058 2116850 5883293 45683427 40683147 1910798 1860942 667075 43787812 0.27850 0.30750 0.41400 0 0 207420 207420 34551155 15594207 18956948 5767143 4750914 1016229 20180597 CHARITABLE GIFT ANNUITY 925862 925862 X 22882016 -2121695 109500 -2012195 24894211 0 24894211 16779340 109500 109500 16669840 0 16669840 PART III, LINE 1A: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ACQUIRES ITS COLLECTIONS, WHICH INCLUDE MICROFILM, LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH AND ARE PROTECTED AND PRESERVED. AS PERMITTED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, COLLECTIONS ARE NOT CAPITALIZED BY NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION, BUT RATHER EXPENSED CURRENTLY. AS OF DECEMBER 31, 2015, THE ESTIMATED FAIR VALUE OF THE COLLECTIONS WAS IN EXCESS OF $52 MILLION. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION HAD NO SIGNIFICANT DEACCESSIONS OR DISPOSALS OF MUSEUM/LIBRARY COLLECTIONS DURING THE YEAR ENDED DECEMBER 31, 2015. PART III, LINE 4: NSDAR'S COLLECTIONS INCLUDE MICROFILM, LIBRARY BOOKS, AND HISTORICAL TREASURES OF ITS MUSEUM LIBRARY, AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. PART IV, LINE 2B: NSDAR ACTS AS AN AGENT IN THE COLLECTION AND DISBURSEMENT OF FUNDS RECEIVED FROM CONTRIBUTORS TO DAR SCHOOLS. AS NSDAR DOES NOT HAVE VARIANCE POWER OVER THE DISBURSEMENT OF THESE FUNDS, AMOUNTS HELD FOR DAR SCHOOLS TOTALING $325 AT DECEMBER 31, 2015 ARE REFLECTED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE FINANCIAL STATEMENT. PART V, LINE 4: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ENDOWMENT CONSISTS OF MULTIPLE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO PROVIDE FOR THE LONG TERM SUPPORT OF THE ORGANIZATION AND ITS PROGRAMS. PART X, LINE 2: NSDAR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NSDAR EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NSDAR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE PERIOD OF MARCH 1 DECEMBER 2012, AND THE YEARS ENDED DECEMBER 31, 2014 AND 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION GRANTS 5923 0 0 0 0 0 0 5923 0 5923 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM ASSISTANCE TO WOUNDED U.S. MILITARY PERSONNEL 5923 SHIRTS, SHORTS, SWEATPANTS, HOODIES, UMBRELLAS FMV 0 0 0 0 0 0 PART I, LINE 2: THE SPECIAL PROJECTS GRANTS COMMMITTEE MONITORS THE USE OF NSDAR GRANT FUNDS BASED ON THE TERMS OF A GRANT AGREEMENT SIGNED BY THE GRANTEE ORGANIZATION. A FINAL WRITTEN REPORT MUST BE SUBMITTED TO THE COMMITTEE CHAIRMAN, INCLUDING PHOTOS OF THE PROJECT AND A COMPLETE FINANCIAL REPORT OF PROJECT EXPENDITURES, BEFORE THE SECOND HALF OF THE GRANT IS RELEASED. FOR PROJECTS TAKING LONGER THAN SIX MONTHS TO COMPLETE, THE GRANTEE ORGANIZATION MUST SUBMIT A STATUS REPORT, INCLUDING THE PROJECT TIMELINE AND PHOTOS OF THE PROJECT PROGRESS. NSDAR MUST AUTHORIZE ANY PROPOSED MODIFICATIONS TO THE ORIGINAL PROJECT IN ADVANCE. NSDAR RESERVES THE RIGHT TO EXERCISE OVERSIGHT INCLUDING STATUS CALLS, INTERIM PROGRESS REPORTS, AND REVIEW OF FILES AND RECORDS. X X X 1 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 PLAN/MANAGE DIR. MAIL CAMPAIGNS;ADVICE ON DONOR SEGMENTATION 0 0 597222 0 THE STELTER COMPANY PO BOX 5228 DES MOINES IA 503055228 PLANNING AND MANAGEMENT OF ONLINE AND EMAIL SOLICITATIONS 0 0 62896 0 660118 1 CHINKCHEWUNSKA CHAPTER NSDAR 18 COURTLAND DRIVE SUSSEX NJ 07461 226056154 501(C)(3) 10000 RESTORE EXTERIOR OF VAN BUNSCHOOTEN MUSEUM PEORIA HISTORICAL SOCIETY 611SW WASHINGTON ST PEORIA IL 61602 376041637 501(C)(3) 10000 INSTALL TWO AIR CONDITIONING UNITS IN FLANAGAN HOUSE MUSEUM COLTIMOTHY BIGELOW CHAPTER NSDAR 31 FINN PARK ROAD RUTLAND MA 01543 046112824 501(C)(3) 8725 REPAIR OF THE OAKS LIBRARY CRAWL SPACE CHRIST CHURCH PRESERVATION TRUST 20 N AMERICAN STREET PHILADELPHIA PA 19106 200252106 501(C)(3) 8625 PRESERVE MAIN AND REAR GATES OF HISTORICAL BURIAL GROUND MUSEUM OF THE CHEROKEE IN SOUTH CAROLINA 70 SHORT STREET WALHALLA SC 29691 900798631 501(C)(3) 8000 CONSTRUCTION OF DISPLAY CASES BACONE COLLEGE 2299 OLD BACONE RD MUSKOGEE OK 744031568 730590036 501(C)(3) 7224 SIGNAGE, ENDOWMENT INTEREST BERRY COLLEGE 2277 MARTHA BERRY HWY MOUNT BERRY GA 30149 580566133 501(C)(3) 32000 SCHOLARSHIPS, ARCHIVE PROJECT,HISTORICAL AND INTERPRETIVE MARKERS CROSSNORE SCHOOL 100 DAR DRIVE CROSSNORE NC 286160249 560567980 501(C)(3) 151240 CAMPUS COMMUNITY CENTER, ENDOWMENT INTEREST, RESIDENTIAL SCHOLARSHIPS, ACTIVITIES TRAVEL, MIRACLE SCHOLARS PROGRAM HILLSIDE SCHOOL INC 404 ROBIN HILL RD MARLBOROUGH MA 017521099 042111216 501(C)(3) 46841 3D PRINTER, BASEBALL DIAMOND INFIELD, TEXTBOOKS, ENERGY EFFICIENCY IMPROVEMENTS, ENDOWMENT INTEREST HINDMAN SETTLEMENT SCHOOL 238 HIGHWAY 100 S HINDMAN KY 41822 610447248 501(C)(3) 62703 DYSLEXIA PROGRAM, SUMMER TUTORING PROGRAM,TECHNOLOGY REPLACEMENT, ENDOWMENT INTEREST KATE DUNCAN SMITH SCHOOL 6077 MAIN STREET GRANT AL 357478331 630338084 501(C)(3) 172252 ALARM SYSTEM, ART & MUSIC PROGRAM, CARPET, PLAYGROUND EQUIPMENT, ART SUPPLIES, ENDOWMENT INTEREST, LAMINATING EQUIPMENT, UTILITIES, MAINTENANCE & ADMINISTRATIVE STAFF SALARIES TAMASSEE DAR SCHOOL 1925 BUMGARDNER DR TAMASSEE SC 29686 576000973 501(C)(3) 286957 BASKETBALL COURT, SIDEWALK REPLACEMENT, HVAC SYSTEM, ENDOWMENT INTEREST, MEDICAL SUPPLIES, SECURITY PATROL, COTTAGE REPAIR, BUILDING & GROUNDS SALARIES, DIETARY DEPT FOOD & DRINK THE INSTITUTE OF VETERANS AND MILITARY FAMILIES AT SYRACUSE UNIVERSITY 150 CROUSE DRIVE SYRACUSE NY 13244 150532081 501(C)(3) 25000 SUPPORT FOR V-WISE CONFERENCE AND TRAINING PROGRAM IN KANSAS CITY FOR MILITARY WOMEN AND MILITARY SPOUSES TRANSITIONING OFF ACTIVE DUTY TRAGEDY ASSISTANCE FOR SURVIVORS 3033 WILSON BLVD ARLINGTON VA 222013865 920152268 501(C)(3) 10000 PURCHASE AND DISSEMINATION OF NEW SURVIVOR RESOURCE KITS INDIAN YOUTH OF AMERICA INC PO BOX 2786 SIOUX CITY IA 51106 521150452 501(C)(3) 6315 SUMMER YOUTH CAMP PROGRAM - SUPPLIES AND EQUIPMENT WARRIOR TRANSITIONAL BRIGADE WALTER REED NATIONAL MILITARY MEDICAL CENTER 8901 WISCONSIN AVENUE BETHESDA MD 208895600 501(C)(3) 38513 FMV GIFT CARDS, JACKETS, FLIPFLOPS, TEXAS NATIONAL GUARD 136 EXPEDITIONARY SIGNAL BATTALION BUILDING 1182 ELLINGTON FIELD HOUSTON TX 77034 746000053 501(C)(3) 7500 FMV GIFT CARDS 2ND BRIGADE COMBAT TEAM 10TH MTN DIVISION'S FAMILY READINESS GROUP 10012 SOUTH RIVA RIDGE LOOP FORT DRUMM NY 13602 501(C)(3) 1508 FMV GIFT CARDS WARRIOR AND FAMILY SUPPORT CENTER 3628 RAWLEY E CHAMBERS ROAD SAN ANTONIO TX 78219 161762964 501(C)(3) 3878 FMV GIFT CARDS, PAJAMAS, BATHROBES, HOODIES, SLIPPERS 19 0 SCHOLARSHIPS 77 219000 OUTSTANDING TEACHER AWARD 1 3000 U.S. MILITARY ACADEMY AWARDS 6 1845 FRIENDS OF AMERICAN HISTORY 12 7000 FRIENDS OF VETERANS 2 1600 JUNIOR AMERICAN CITIZENS 660 12639 GOOD CITIZENS AWARDS 57 16250 PART I, LINE 2: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS. APPLICANTS MUST BE UNITED STATES CITIZENS AND MUST ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES. THE APPLICATION PROCESS IS CONDUCTED WITHOUT REGARD TO RACE, SEX, RELIGION, OR NATIONAL ORIGIN. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY (AS REQUIRED), AND NEED. THE SPECIAL PROJECTS GRANTS COMMITTEE MONITORS THE USE OF NSDAR GRANT FUNDS BASED ON THE TERMS OF A GRANT AGREEMENT SIGNED BY THE GRANTEE ORGANIZATION. A FINAL WRITTEN REPORT MUST BE SUBMITTED TO THE COMMITTEE CHAIRMAN, INCLUDING PHOTOS OF THE PROJECT AND A COMPLETE FINANCIAL REPORT OF PROJECT EXPENDITURES, BEFORE THE SECOND HALF OF THE GRANT FUNDING IS RELEASED. FOR PROJECTS TAKING LONGER THAN SIX MONTHS TO COMPLETE, THE GRANTEE ORGANIZATION MUST SUBMIT A STATUS REPORT, INCLUDING THE PROJECT TIMELINE AND PHOTOS OF THE PROJECT PROGRESS. NSDAR MUST AUTHORIZE ANY PROPOSED MODIFICATIONS TO THE ORIGINAL PROJECT IN ADVANCE. NSDAR RESERVES THE RIGHT TO EXERCISE OVERSIGHT INCLUDING STATUS CALLS, INTERIM PROGRESS REPORTS, AND REVIEW OF FILES AND RECORDS. X X 0 0 0 0 0 0 0 0 0 STEPHEN W NORDHOLT ADMINISTRATOR 145514 0 0 0 0 0 7672 0 7308 0 160494 0 0 0 X 2 X 11 X 9 69333 FAIR MARKET VALUE X COMPUTER EQUIPMENT 1 11810 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): WORKS OF ART - TWO ITEMS FROM TWO DONORS; HISTORICAL TREASURES -11 ITEMS FROM SIX DONORS PART I, LINE 33: HISTORICAL TREASURES WITH AN ESTIMATED VALUE OF $29,460 (BASED ON INDEPENDENT APPRAISALS AND INTERNAL ESTIMATES/COMPARABLES) WERE DONATED TO THE DAR MUSEUM COLLECTION. THE COLLECTION IS NOT CAPTITALIZED, AS PERMITTED BY U.S. GAAP. FORM 990, PART VI, SECTION A, LINE 1 THE TWELVE-MEMBER EXECUTIVE COMMITTEE CONSISTS OF NATIONAL OFFICERS, WHO ARE ALL MEMBERS OF THE NATIONAL BOARD OF MANAGEMENT (NBM). THE COMMITTEE HAS THE AUTHORITY TO MAKE RECOMMENDATIONS TO THE NBM AND PERFORM DUTIES OF THE BOARD BETWEEN MEETINGS, AS DEEMED EXPEDIENT. THE COMMITTEE HAS CHARGE OF ALL INVESTMENTS AND INSURANCE AS WELL AS THE AUTHORITY TO ENTER INTO CONTRACTS AND AGREEMENTS CONCERNING THE BUSINESS OF THE SOCIETY. IT ALSO MAKES RECOMMENDATIONS CONCERNING THE BUDGET TO THE NBM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A CHAPTER OR AS A MEMBER-AT-LARGE. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, EVERY THREE YEARS. ELECTIONS FOR THREE-YEAR TERMS FOR OTHER NBM POSITIONS ARE HELD ANNUALLY ON A ROTATING BASIS AT THE ANNUAL MEETING. OTHER HONORARY OFFICERS ARE ALSO ELECTED BY MEMBERS AT CONTINENTAL CONGRESS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS (STATE AND CHAPTER REGENTS AND DELEGATES) AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, VOTE BY BALLOT UPON QUESTIONS INVOLVING NEW PROJECTS OR SPECIAL APPROPRIATIONS. 300 VOTING MEMBERS CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11 THE FINAL DRAFT OF THE FORM 990 (AS APPROVED BY THE PAID PREPARER) WILL BE REVIEWED BY THE 12-MEMBER EXECUTIVE COMMITTEE DURING A MEETING HELD PRIOR TO THE FILING DEADLINE. THE DETAILED REVIEW WILL BE CONDUCTED BY THE CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT AND THE EXECUTIVE COMMITTEE MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY COVERS ALL NATIONAL BOARD OF MANAGEMENT MEMBERS, AS WELL AS COMMITTEE CHAIRMEN. THOSE COVERED UNDER THE POLICY HAVE A DUTY TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST. ANY DISCLOSED FINANCIAL INTERESTS ARE REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDIT COMMITTEE ALSO QUESTIONS ANY NBM MEMBER WHO MAY HAVE FAILED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF THE COMMITTEE DETERMINES SUCH FAILURE TOOK PLACE, IT IS AUTHORIZED TO TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS OBTAINED AND REVIEWED ANNUALLY; COMPENSATION FOR TOP MANAGEMENT POSITIONS IS REVIEWED ANNUALLY WITH THE HUMAN RESOURCES COMMITTEE PRIOR TO THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBERS WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NSDAR HEADQUARTERS.