NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION (EIN 53-0205923)
- Tax period
- 2011-03-01 to 2012-02-29
- Filed
- 2012-10-04
- IRS object ID
- 201202789349300240
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-04T16:14:23-05:00 | Timestamp |
| Tax Period End Date | 2012-02-29 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530205923 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL SOCIETY DAUGHTERS OF THE | BusinessNameLine1 |
| Business Name Line2 | AMERICAN REVOLUTION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 2028793365 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 D STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200065303 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH POTTS VOLL | Name |
| Title | TREASURER GENERAL | Title |
| Phone | 2028793365 | Phone |
| Date Signed | 2012-10-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN A GRIES | Name |
| PTIN | P00078514 | PTIN |
| Phone | 5712279500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MERRY ANN T WRIGHT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 D STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200065303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 165316026 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DAR.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1896 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION IS TO PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 86 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 85 | NbrIndependentVotingMembers |
| Total Nbr Employees | 176 | TotalNbrEmployees |
| Total Nbr Volunteers | 4775 | TotalNbrVolunteers |
| Total Gross UBI | 52161 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -11498 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4586659 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4081464 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8385626 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8144117 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2010680 | InvestmentIncomePriorYear |
| Investment Income Current Year | 552249 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2465119 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2651922 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17448084 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15429752 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 283665 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 357430 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7489941 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7596160 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1505376 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8133626 | OtherExpensePriorYear |
| Other Expenses Current Year | 7322565 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15907232 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15276155 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1540852 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 153597 | RevenuesLessExpensesCY |
| Total Assets BOY | 82030697 | TotalAssetsBOY |
| Total Assets EOY | 84603858 | TotalAssetsEOY |
| Total Liabilities BOY | 7606120 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8121272 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 74424577 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 76482586 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3563792 | Expense |
| Revenue | 3489758 | Revenue |
| Description | GENEALOGY & RESEARCH: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION MAINTAINS A RESEARCH STAFF AND AN EXTENSIVE GENEALOGICAL LIBRARY. THE LIBRARY CONTAINS OVER 195,000 VOLUMES, AS WELL AS MANY UNPUBLISHED GENEALOGY TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2742351 | Expense |
| Revenue | 2399495 | Revenue |
| Description | HISTORIC PRESERVATION: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 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. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION'S AMERICANA COLLECTION INCLUDES MANUSCRIPT AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ALSO MAINTAINS CONSTITUTION HALL, AN AUDITORIUM DEDICATED TO THE U.S. CONSTITUTION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2549225 | Expense |
| Grants | 155551 | Grants |
| Revenue | 2921047 | Revenue |
| Description | EDUCATION: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION SUPPORTS TWO SCHOOLS IN THE APPALACHIAN AREA AND MAKES CONTRIBUTIONS TO SIX OTHER SCHOOLS. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION AWARDS SCHOLARSHIPS IN POLITICAL SCIENCE, HISTORY, GOVERNMENT, ECONOMICS, BUSINESS, LAW, CHEMISTRY, NURSING, AND OCCUPATIONAL THERAPY. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHLY PUBLICATION FOCUSING ON AMERICAN HISTORY, HISTORIC PRESERVATION, PATRIOTISM, AND EDUCATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 278615 | Expense |
| Grants | 201879 | Grants |
| Revenue | 242825 | Revenue |
| Description | BOARD PROJECTS: THIS PROGRAM INCLUDES ACTIVITIES TARGETED FOR ACTION BY THE PRESIDENT GENERAL. THE MOST RECENT PROJECT INVOLVES THE ONGOING RESTORATION OF THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION COMPLEX OF HISTORIC BUILDINGS, STRENGTHENING MEMBERSHIP THROUGH SUPPORT AND TRAINING, AND A FINANCIAL GRANT PROGRAM BENEFITTING PROJECTS THAT FURTHER THE DAR MISSION IN LOCAL COMMUNITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 278615 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 201879 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 242825 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9133983 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 176 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 86 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 85 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2026281776 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 D STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200065303 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (89 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MERRY ANN WRIGHT | |||||||
| PRESIDENT GENERAL | 40.00 | X | X | 24000 | 0 | 0 | |
| BEVERLY W JENSEN | |||||||
| FIRST VICE PRESIDENT GENER | 20.00 | X | X | 0 | 0 | 0 | |
| LAURA M REID | |||||||
| CHAPLAIN GENERAL | 20.00 | X | X | 0 | 0 | 0 | |
| LYNN F YOUNG | |||||||
| RECORDING SECRETARY GENERA | 20.00 | X | X | 0 | 0 | 0 | |
| SALLY N BUENO | |||||||
| CORRESPONDING SECRETARY GE | 20.00 | X | X | 0 | 0 | 0 | |
| JEAN D MANN | |||||||
| ORGANIZING SECRETARY GENER | 20.00 | X | X | 0 | 0 | 0 | |
| SARAH P VOLL | |||||||
| TREASURER GENERAL | 20.00 | X | X | 0 | 0 | 0 | |
| PATRICIA E CARPENTER | |||||||
| REGISTRAR GENERAL | 20.00 | X | X | 0 | 0 | 0 | |
| ANN A HUNTER | |||||||
| HISTORIAN GENERAL | 20.00 | X | X | 0 | 0 | 0 | |
| JOAN A HUNTER | |||||||
| LIBRARIAN GENERAL | 20.00 | X | X | 0 | 0 | 0 | |
| BEVERLY D WEST | |||||||
| CURATOR GENERAL | 20.00 | X | X | 0 | 0 | 0 | |
| JEAN W VAUGHAN | |||||||
| REPORTER GENERAL | 20.00 | X | X | 0 | 0 | 0 | |
| TOLLE MARY LYNN | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| JONES MARTHA B | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| HINSHAW JOYCE S | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| HESKE SUZANNE M | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| HUNTSMAN IVERNA L | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| REICHENBERG LOA L | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| LERUD-CHUBB DIANNE B | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| CARPENTER BARBARA H | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| STOUT CYNTHIA T | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| WARD SHELBY D | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| BRATTON SUE C | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| STUHLMACHER JULIE F | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| GLASGOW BONNIE S | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| VORK FAYE W | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| WITHERS SHARON M | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| CHAFFIN JUDITH H | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| CHASTAIN BARBARA B | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| CASKEY BANA W | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| ARCHER GRETTA B | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| SANDLIN LINDA S | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| GRIMES POLLY H | |||||||
| VICE PRESIDENT GENERAL | 4.00 | X | X | 0 | 0 | 0 | |
| MICOL JANE P | |||||||
| STATE REGENT AK | 4.00 | X | 0 | 0 | 0 | ||
| HORTON MARGUERITE P | |||||||
| STATE REGENT AL | 4.00 | X | 0 | 0 | 0 | ||
| THOMPSON SUE E | |||||||
| STATE REGENT AR | 4.00 | X | 0 | 0 | 0 | ||
| TROTH STEPHANIE H | |||||||
| STATE REGENT AZ | 4.00 | X | 0 | 0 | 0 | ||
| JARRARD KARON | |||||||
| STATE REGENT CA | 4.00 | X | 0 | 0 | 0 | ||
| CRAFTON GALE A | |||||||
| STATE REGENT CO | 4.00 | X | 0 | 0 | 0 | ||
| CAHILL JOYCE A | |||||||
| STATE REGENT CT | 4.00 | X | 0 | 0 | 0 | ||
| THORNE-SULIMA SHARON K | |||||||
| STATE REGENT DC | 4.00 | X | 0 | 0 | 0 | ||
| FRAMPTON MARJORIE A | |||||||
| STATE REGENT DE | 4.00 | X | 0 | 0 | 0 | ||
| CULLUN DONNA G | |||||||
| STATE REGENT FL | 4.00 | X | 0 | 0 | 0 | ||
| BALDWIN SALLY M | |||||||
| STATE REGENT GA | 4.00 | X | 0 | 0 | 0 | ||
| KOOS-LEE KATHRYN A | |||||||
| STATE REGENT HI | 4.00 | X | 0 | 0 | 0 | ||
| VAN NIEWAAL LINDA D | |||||||
| STATE REGENT IA | 4.00 | X | 0 | 0 | 0 | ||
| JONES ELIZABETH A | |||||||
| STATE REGENT ID | 4.00 | X | 0 | 0 | 0 | ||
| FRYBURGER CANDACE | |||||||
| STATE REGENT IL | 4.00 | X | 0 | 0 | 0 | ||
| BARNHART MARTHA | |||||||
| STATE REGENT IN | 4.00 | X | 0 | 0 | 0 | ||
| FRISCH MARY K | |||||||
| STATE REGENT KS | 4.00 | X | 0 | 0 | 0 | ||
| WELLS JESSIEANNE H | |||||||
| STATE REGENT KY | 4.00 | X | 0 | 0 | 0 | ||
| COOK BONNIE P | |||||||
| STATE REGENT LA | 4.00 | X | 0 | 0 | 0 | ||
| EACOTT JULIA R | |||||||
| STATE REGENT MA | 4.00 | X | 0 | 0 | 0 | ||
| GEORGE RUANN | |||||||
| STATE REGENT MD | 4.00 | X | 0 | 0 | 0 | ||
| SPILLER VIRGINIA M | |||||||
| STATE REGENT ME | 4.00 | X | 0 | 0 | 0 | ||
| DENNERT PATRICIA | |||||||
| STATE REGENT MI | 4.00 | X | 0 | 0 | 0 | ||
| KOTTSCHADE BONNIE R | |||||||
| STATE REGENT MN | 4.00 | X | 0 | 0 | 0 | ||
| NASH DONNA C | |||||||
| STATE REGENT MO | 4.00 | X | 0 | 0 | 0 | ||
| WHITTINGTON JANET L | |||||||
| STATE REGENT MS | 4.00 | X | 0 | 0 | 0 | ||
| SALITROS PEGGY F | |||||||
| STATE REGENT MT | 4.00 | X | 0 | 0 | 0 | ||
| ANDERSON SUE | |||||||
| STATE REGENT NC | 4.00 | X | 0 | 0 | 0 | ||
| MCHENRY LAURIE L | |||||||
| STATE REGENT ND | 4.00 | X | 0 | 0 | 0 | ||
| EKELER JUDY K | |||||||
| STATE REGENT NE | 4.00 | X | 0 | 0 | 0 | ||
| KESSLER LAURA M | |||||||
| STATE REGENT NH | 4.00 | X | 0 | 0 | 0 | ||
| ARGRAVES EMILY D | |||||||
| STATE REGENT NJ | 4.00 | X | 0 | 0 | 0 | ||
| HARRIS ZADEEA J | |||||||
| STATE REGENT NM | 4.00 | X | 0 | 0 | 0 | ||
| LAMPUS KAREN W | |||||||
| STATE REGENT NV | 4.00 | X | 0 | 0 | 0 | ||
| VANBUREN DENISE D | |||||||
| STATE REGENT NY | 4.00 | X | 0 | 0 | 0 | ||
| SHOAF SHARLENE J | |||||||
| STATE REGENT OH | 4.00 | X | 0 | 0 | 0 | ||
| HAMILL DIANE B | |||||||
| STATE REGENT OK | 4.00 | X | 0 | 0 | 0 | ||
| BUCK JANE H | |||||||
| STATE REGENT OR | 4.00 | X | 0 | 0 | 0 | ||
| DAVIS DEBORAH L | |||||||
| STATE REGENT PA | 4.00 | X | 0 | 0 | 0 | ||
| GREINER MARCIA N | |||||||
| STATE REGENT RI | 4.00 | X | 0 | 0 | 0 | ||
| ALTMAN MARILYN | |||||||
| STATE REGENT SC | 4.00 | X | 0 | 0 | 0 | ||
| BAILEY ROSE E | |||||||
| STATE REGENT SD | 4.00 | X | 0 | 0 | 0 | ||
| HEMMRICH NANCY G | |||||||
| STATE REGENT TN | 4.00 | X | 0 | 0 | 0 | ||
| HAGG JOY | |||||||
| STATE REGENT TX | 4.00 | X | 0 | 0 | 0 | ||
| TOONE CINDY M | |||||||
| STATE REGENT UT | 4.00 | X | 0 | 0 | 0 | ||
| HATFIELD PATRICIA M | |||||||
| STATE REGENT VA | 4.00 | X | 0 | 0 | 0 | ||
| KREIS DIANE | |||||||
| STATE REGENT VT | 4.00 | X | 0 | 0 | 0 | ||
| NELSON JANICE D | |||||||
| STATE REGENT WA | 4.00 | X | 0 | 0 | 0 | ||
| MILLER SHERRON P | |||||||
| STATE REGENT WI | 4.00 | X | 0 | 0 | 0 | ||
| NUTTER CHARLA L | |||||||
| STATE REGENT WV | 4.00 | X | 0 | 0 | 0 | ||
| TETER DARLA C | |||||||
| STATE REGENT WY | 4.00 | X | 0 | 0 | 0 | ||
| SIMONARD STEPHANIE H | |||||||
| STATE REGENT FRANCE | 4.00 | X | 0 | 0 | 0 | ||
| CURTIS REE J | |||||||
| STATE REGENT MEXICO | 4.00 | X | 0 | 0 | 0 | ||
| STEPHEN NORDHOLT | |||||||
| ADMINISTRATOR | 40.00 | X | 136538 | 0 | 10999 | ||
| SUSAN KINNECOME | |||||||
| CONTROLLER | 40.00 | X | 121595 | 0 | 10136 | ||
| LEANNE VIGLIANO | |||||||
| DIRECTOR OF HUMAN RESOURCE | 40.00 | 109343 | 0 | 5625 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 391476 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 26760 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE CHRISTMAN COMPANY | |||||
| 901 NORTH PITT ST SUITE 230 | ALEXANDRIA | VA | 22314 | BUILDING RESTORATION | 1807427 |
| HAMMOCK INC | |||||
| 3322 WEST END AVE SUITE 100 | NASHVILLE | TN | 37203 | MAGAZINE PUBLISHER | 678787 |
| WILLIS OF MARYLAND INC | |||||
| 12505 PARK POTOMAC AVE 300 | POTOMAC | MD | 20854 | INSURANCE BROKER | 433953 |
| CRS FACILITY SERVICES LLC | |||||
| 475 MARKET ST SUITE 105 | ELMWOOD PARK | NJ | 07407 | CLEANING SERVICES | 312382 |
| CULBERTSON COMPANY OF VIRGINIA | |||||
| 11996 BALLS FORD ROAD | MANASSAS | VA | 20109 | ROOF REPAIR & REPLACEMENT | 305500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| All Other Contributions | 4081464 | AllOtherContributions |
| Noncash Contributions | 80746 | NoncashContributions |
| Total Contributions | 4081464 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 5223553 | 5223553 | |
| APPLICATION OTHER MEMB | 900099 | 1831610 | 1831610 | |
| MAGAZINE REVENUE | 541800 | 717434 | 690533 | 26901 |
| RECORD COPY | 900099 | 354927 | 354927 | |
| LIBRARY AND OTHER FEES | 900099 | 16593 | 16593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8144117 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2015493 | TotalRevenueColumn |
| Exclusion | $2,015,493 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 296713 | TotalRevenueColumn |
| Exclusion | $296,713 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1394040 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1394040 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1394040 | TotalRevenueColumn |
| Exclusion | $1,394,040 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 147918641 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 149381885 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1463244 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1463244 | TotalRevenueColumn |
| Exclusion | -$1,463,244 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1209970 | GrossSalesOfInventory |
| Cost Of Goods Sold | 504389 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 705581 | TotalRevenueColumn |
| Related Or Exempt Function Income | 705581 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER | 900099 | 134964 | 134964 | |
| MANAGEMENT FEES | 900099 | 95364 | 95364 | |
| TICKETMASTER COMMISSIO | 711300 | 25260 | 25260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 255588 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15429752 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9053125 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 52161 | UnrelatedBusinessRevenue |
| Exclusion | $2,243,002 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136397 | Total |
| Program Services | 136397 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155551 | Total |
| Program Services | 155551 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65482 | Total |
| Program Services | 65482 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265343 | Total |
| Program Services | 71888 | ProgramServices |
| Management And General | 184853 | ManagementAndGeneral |
| Fundraising | 8602 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6108664 | Total |
| Program Services | 3542429 | ProgramServices |
| Management And General | 2142333 | ManagementAndGeneral |
| Fundraising | 423902 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176840 | Total |
| Program Services | 104358 | ProgramServices |
| Management And General | 59994 | ManagementAndGeneral |
| Fundraising | 12488 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 602280 | Total |
| Program Services | 342460 | ProgramServices |
| Management And General | 217667 | ManagementAndGeneral |
| Fundraising | 42153 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443033 | Total |
| Program Services | 252572 | ProgramServices |
| Management And General | 160237 | ManagementAndGeneral |
| Fundraising | 30224 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94279 | Total |
| Program Services | 85812 | ProgramServices |
| Management And General | 8467 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60910 | Total |
| Program Services | 6055 | ProgramServices |
| Management And General | 35922 | ManagementAndGeneral |
| Fundraising | 18933 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65006 | Total |
| Management And General | 65006 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202965 | Total |
| Program Services | 177143 | ProgramServices |
| Management And General | 25822 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150947 | Total |
| Program Services | 89935 | ProgramServices |
| Management And General | 32512 | ManagementAndGeneral |
| Fundraising | 28500 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18793 | Total |
| Program Services | 18793 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1857910 | Total |
| Program Services | 927406 | ProgramServices |
| Management And General | 625855 | ManagementAndGeneral |
| Fundraising | 304649 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33791 | Total |
| Program Services | 17731 | ProgramServices |
| Management And General | 14322 | ManagementAndGeneral |
| Fundraising | 1738 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 636665 | Total |
| Program Services | 478728 | ProgramServices |
| Management And General | 147692 | ManagementAndGeneral |
| Fundraising | 10245 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80594 | Total |
| Program Services | 7712 | ProgramServices |
| Management And General | 22914 | ManagementAndGeneral |
| Fundraising | 49968 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337380 | Total |
| Program Services | 47635 | ProgramServices |
| Management And General | 218476 | ManagementAndGeneral |
| Fundraising | 71269 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1047547 | Total |
| Program Services | 829065 | ProgramServices |
| Management And General | 196205 | ManagementAndGeneral |
| Fundraising | 22277 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421171 | Total |
| Program Services | 105293 | ProgramServices |
| Management And General | 315878 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | 1170905 | 689329 | 19242 | 462334 |
| CONTRIBUTIONS | 776252 | 767752 | 8500 | 0 |
| OTHER EXPENSES | 142411 | 81727 | 51980 | 8704 |
| REAL ESTATE TAXES | 120389 | 82930 | 37215 | 244 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104650 | Total |
| Program Services | 49800 | ProgramServices |
| Management And General | 45704 | ManagementAndGeneral |
| Fundraising | 9146 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15276155 | Total |
| Program Services | 9133983 | ProgramServices |
| Management And General | 4636796 | ManagementAndGeneral |
| Fundraising | 1505376 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1024600 | BOY |
| EOY | 1126751 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3769466 | BOY |
| EOY | 1655675 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432734 | BOY |
| EOY | 225115 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160678 | BOY |
| EOY | 179266 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438298 | BOY |
| EOY | 481734 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365768 | BOY |
| EOY | 278637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32070995 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15748042 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14513018 | BOY |
| EOY | 16322953 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60359410 | BOY |
| EOY | 63391378 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 857608 | BOY |
| EOY | 848226 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109117 | BOY |
| EOY | 94123 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82030697 | BOY |
| EOY | 84603858 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1967864 | BOY |
| EOY | 2066106 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4844013 | BOY |
| EOY | 5253135 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103367 | BOY |
| EOY | 51536 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 690876 | BOY |
| EOY | 750495 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7606120 | BOY |
| EOY | 8121272 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23150837 | BOY |
| EOY | 23777955 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39184151 | BOY |
| EOY | 40430916 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12089589 | BOY |
| EOY | 12273715 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74424577 | BOY |
| EOY | 76482586 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82030697 | BOY |
| EOY | 84603858 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 153597 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1904412 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8283225 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10654031 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9545225 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9954010 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9305017 | CurrentTaxYear |
| Total | 47741508 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3547483 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3522115 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3485847 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3975505 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4104182 | CurrentTaxYear |
| Total | 18635132 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11830708 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14176146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13031072 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13929515 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13409199 | CurrentTaxYear |
| Total | 66376640 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 66376640 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7277221 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3993586 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3538283 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3948002 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4706246 | CurrentTaxYear |
| Total | 23463338 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7277221 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3993586 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3538283 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3948002 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4706246 | CurrentTaxYear |
| Total | 23463338 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 292163 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 396346 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 229196 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 239574 | CurrentTaxYearMinus1Year |
| Current Tax Year | 229779 | CurrentTaxYear |
| Total | 1387058 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19400092 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18566078 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16798551 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18117091 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18345224 | CurrentTaxYear |
| Total | 91227036 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.72760 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.70430 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.25720 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.28020 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART III SECTION B, LINE 12 - THE OTHER INCOME REPRESENTS MANAGEMENT FEES AND MISCELLANEOUS INCOME. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40683147 | BeginningOfYearBalance |
| Contributions | 1910798 | Contributions |
| Investment Earnings Or Losses | 1860942 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 667075 | GrantsOrScholarships |
| End Of Year Balance | 43787812 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34971313 | BeginningOfYearBalance |
| Contributions | 921881 | Contributions |
| Investment Earnings Or Losses | 5570664 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 780711 | GrantsOrScholarships |
| End Of Year Balance | 40683147 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27911020 | BeginningOfYearBalance |
| Contributions | 985317 | Contributions |
| Investment Earnings Or Losses | 6628363 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 694537 | GrantsOrScholarships |
| End Of Year Balance | 34971313 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41820747 | BeginningOfYearBalance |
| Contributions | 1724828 | Contributions |
| Investment Earnings Or Losses | -15160418 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 474137 | GrantsOrScholarships |
| End Of Year Balance | 27911020 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29910 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27780 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.42310 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 207420 | OtherCostOrOtherBasis |
| Book Value | 207420 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27594235 | OtherCostOrOtherBasis |
| Depreciation | 12215307 | Depreciation |
| Book Value | 15378928 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4269340 | OtherCostOrOtherBasis |
| Depreciation | 3532735 | Depreciation |
| Book Value | 736605 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16322953 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MINERAL INTERESTS | 237045 | F |
| PERPETUAL TRUSTS | 611181 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 848226 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RECEIVABLE | Description |
| Book Value | 94123 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 94123 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE GIFT ANNUITY | Description |
| Amount | $750,495 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 750495 | TotalOfAmounts |
| Total Revenue | 15429752 | TotalRevenue |
| Total Expenses | 15276155 | TotalExpenses |
| Excess Or Deficit For Year | 153597 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1904412 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1904412 | TotalAdjustments |
| Excess Or Deficit Per FS | 2058009 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17443667 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1904412 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 109500 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 2013912 | RevenueNotRptdF990 |
| Revenue Subtotal | 15429755 | RevenueSubtotal |
| Other Revenues Not Included | -3 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -3 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15429752 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15385658 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 109500 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 109500 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15276158 | ExpensesSubtotal |
| Other Expenses Not Included | -3 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -3 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15276155 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 FEBRUARY 29, 2012, THE ESTIMATED FAIR VALUE OF THE COLLECTIONS WAS IN EXCESS OF $50 MILLION. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION HAD NO SIGNIFICANT DEACQUISITIONS OR DISPOSALS OF MUSEUM/LIBRARY COLLECTIONS DURING THE FISCAL YEAR ENDED FEBRUARY 29, 2012. | |
| PART III, LINE 4: | NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION'S COLLECTIONS INCLUDE MICROFILM, LIBRARY BOOKS, AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. | |
| PART IV, LINE 2B: | NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ACTS AS AN AGENT IN THE COLLECTION AND DISBURSEMENT OF FUNDS RECEIVED FROM CONTRIBUTORS TO DAR SCHOOLS. AS NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION DOES NOT HAVE VARIANCE POWER OVER THE DISBURSEMENT OF THESE FUNDS, AMOUNTS HELD FOR DAR SCHOOLS TOTALING $51,536 AT FEBRUARY 29, 2012 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS SUBJECT TO TAX ONLY ON ITS NET UNRELATED BUSINESS INCOME. ADDITIONALLY, NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION IS EXEMPT FROM INCOME TAXES IN THE DISTRICT OF COLUMBIA. IT HAS BEEN DETERMINED THAT NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION'S INCOME TAX RETURN ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ROUNDING DIFFERENCE -3. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| ROUNDING DIFFERENCE -3. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| EUROPE | ASSISTANCE TO WOUNDED U.S. MILITARY PERSONNEL | 40482 | SWEATSHIRTS, GLOVES, UNDERGARMENTS, DUFFLE BAGS, BACKPACKS, JACKETS, STRESS REDUCTION PROGRAM | FMV | |
| MIDDLE EAST AND NORTH AFRICA | ASSISTANCE TO ACTIVE U.S. MILITARY PERSONNEL | 0 | TELEPHONE CARDS | FMV | 25000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 2 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE GRANT WAS SENT TO LANDSTUHL REGIONAL MEDICAL CENTER U.S. MILITARY HOSPITAL, WOUNDED WARRIOR FUND TO PROVIDE CLOTHING AND OTHER ASSISTANCE TO WOUNDED U.S. MILITARY PERSONNEL. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| LIBERTAD CHAPTER NSDAR | ||||||
| PO BOX 1439 | DAYTON | TX | 775350024 | 746061048 | 10000 | HISTORICAL PRESERVATION GRANT |
| HOPE 4 TODAY | ||||||
| 2204 E STREET SW | MIAMI | OK | 74354 | 161694019 | 10000 | EDUCATIONAL GRANT |
| PONY EXPRESS INC | ||||||
| 914 PENN STREET | ST JOSEPH | MO | 64503 | 431567246 | 10000 | EDUCATIONAL GRANT |
| WYE RIVER UPPER SCHOOL INC | ||||||
| PO BOX 36 | WYE MILLS | MD | 21679 | 352166557 | 10000 | EDUCATIONAL GRANT |
| DODGE COUNTY HISTORICAL SOCIETY | ||||||
| PO BOX 766 | FREMONT | NE | 680260766 | 476026633 | 10000 | HISTORICAL PRESERVATION GRANT |
| THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT | ||||||
| 1 GLOBAL PLACE | GLENDALE | AZ | 85306 | 860105586 | 10000 | PATRIOTIC ENDEAVORS GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 44 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 59 | 118500 |
| FRIENDS OF AMERICAN HISTORY | 12 | 4400 |
| FRIENDS OF VETERANS | 2 | 1600 |
| OUTSTANDING TEACHER AWARD | 1 | 3000 |
| GOOD CITIZEN AWARDS | 59 | 16750 |
| U.S. MILLITARY ACADEMY AWARDS | 8 | 2521 |
| AUGUSTIN RUDD FUND | 1 | 300 |
| JUNIOR AMERICAN CITIZENS | 543 | 8480 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 18 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 60716 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | COMPUTER EQUIPMENT | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 20030 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE/SALE PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | HISTORICAL TREASURES WERE DONATED TO THE DAR MUSEUM COLLECTION. THE COLLECTION IS NOT CAPITALIZED, AS PERMITTED BY US GAAP. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 AUDITING COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDITING 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 PERSONNEL 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 PUBLIC UPON REQUEST. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBER WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION HEADQUARTERS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,904,412. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C | THERE WERE NO CHANGES TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. |
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