MUSEUM OF THE AMERICAN REVOLUTION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MUSEUM OF THE AMERICAN REVOLUTION (EIN 23-2773714)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-04
IRS object ID
202622169349301867
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-08-04T15:39:57-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1130 NORTH 18TH STREET SUITE 3000AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191032757ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232773714EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUSEUM OF THE AMERICAN REVOLUTIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMUSEBusinessNameControlTxt
Phone8777401776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 SOUTH 3RD STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR SCOTT STEPHENSONPersonNm
Person TitlePRES & CEOPersonTitleTxt
Phone8777401776PhoneNum
Signature2026-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHELEN M MARTINPreparerPersonNm
PTINP01330899PTIN
Phone2158818800PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerR SCOTT STEPHENSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 SOUTH 3RD STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$54,979,567GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AMREVMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE MUSEUM OF THE AMERICAN REVOLUTION UNCOVERS AND SHARES COMPELLING STORIES ABOUT THE DIVERSE PEOPLE AND COMPLEX EVENTS THAT SPARKED AMERICA'S ONGOING EXPERIMENT IN EQUALITY AND SELF-GOVERNMENT.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee135TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$26,297,686PYContributionsGrantsAmt
CY Contributions Grants$6,996,105CYContributionsGrantsAmt
PY Program Service Revenue$3,075,404PYProgramServiceRevenueAmt
CY Program Service Revenue$3,286,084CYProgramServiceRevenueAmt
PY Investment Income$3,718,790PYInvestmentIncomeAmt
CY Investment Income$3,742,800CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$33,091,880PYTotalRevenueAmt
CY Total Revenue$14,024,989CYTotalRevenueAmt
PY Grants And Similar Paid$300,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,848,399PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,277,770CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,677,585CYTotalFundraisingExpenseAmt
PY Other Expenses$8,054,193PYOtherExpensesAmt
CY Other Expenses$8,951,810CYOtherExpensesAmt
PY Total Expenses$16,202,592PYTotalExpensesAmt
CY Total Expenses$17,229,580CYTotalExpensesAmt
PY Revenues Less Expenses$16,889,288PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,204,591CYRevenuesLessExpensesAmt
Total Assets BOY$171,932,263TotalAssetsBOYAmt
Total Assets EOY$175,310,299TotalAssetsEOYAmt
Total Liabilities BOY$1,574,344TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,047,634TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$170,357,919NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$173,262,665NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MUSEUM OF THE AMERICAN REVOLUTION UNCOVERS AND SHARES COMPELLING STORIES ABOUT THE DIVERSE PEOPLE AND COMPLEX EVENTS THAT SPARKED AMERICA'S ONGOING EXPERIMENT IN EQUALITY AND SELF-GOVERNMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$12,880,358ExpenseAmt
Revenue$3,286,084RevenueAmt
DescIN 2024-2025, THE MUSEUM CONTINUED TO EXPAND ITS REACH AND IMPACT IN ANTICIPATION OF THE 250TH ANNIVERSARY OF THE SIGNING OF THE DECLARATION OF INDEPENDENCE IN 2026. THE MUSEUM DELIVERED AN INNOVATIVE AND ENGAGING VARIETY OF MISSION-DRIVEN PROGRAMS BOTH ONSITE AND ONLINE, INCLUDING SPECIAL EXHIBITIONS, LIVING HISTORY EVENTS, PUBLIC LECTURES, AND FAMILY ACTIVITIES. FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, THE MUSEUM WELCOMED 170,556 VISITORS, INCLUDING 43,313 STUDENTS AND CHAPERONES FROM 26 U.S. STATES, AS WELL AS FRANCE AND GERMANY. THE MUSEUM KICKED OFF ITS CELEBRATION OF AMERICA'S SEMIQUINCENTENNIAL WITH A SPECIAL EXHIBITION, BANNERS OF LIBERTY: AN EXHIBITION OF ORIGINAL REVOLUTIONARY WAR FLAGS. THE EXHIBITION BROUGHT TOGETHER 17 ORIGINAL FLAGS FROM THE REVOLUTIONARY ERA OF THE ROUGHLY 30 KNOWN TO STILL SURVIVE TODAY, MAKING IT THE LARGEST GATHERING OF SUCH FLAGS SINCE 1783, AND WAS VIEWED BY MORE THAN 33,000 VISITORS DURING ITS BRIEF RUN. THIS YEAR, 1,110,887 USERS VISITED OUR WEBSITE, AMREVMUSEUM.ORG, TO PLAN THEIR VISIT AND EXPLORE OUR EDUCATIONAL RESOURCES, INCLUDING "PROOF OF SERVICE", A NEW ONLINE INTERACTIVE FEATURING RARE ORIGINAL WARTIME PAPERS TO ILLUSTRATE WHAT LIFE WAS LIKE IN THE CONTINENTAL ARMY, AND NEW INSTALLMENTS OF OUR "PENSION PROJECT" VIDEO SERIES. THROUGH THIS WORK, THE MUSEUM CONTINUES TO DEEPEN THE IMPACT OF OUR ONSITE AND DIGITAL STORYTELLING, AND FURTHER OUR EDUCATIONAL MISSION AT A TIME WHEN MANY AMERICANS WILL SPEND TIME CELEBRATING AND REFLECTING ON THE REVOLUTIONARY ERA.Desc
Total Program Service Expenses$12,880,358TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document91IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee135EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID REINHARDT CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2152536731PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 SOUTH 3RD STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ROBERT SCOTT STEPHENSON
PRESIDENT AND CEO40.00Yes (X)Yes (X)$526,829$0$36,461
MORRIS W OFFIT
CHAIR8.00Yes (X)Yes (X)$0$0$0
MARTHA MCGEARY SNIDER
VICE CHAIR0.20Yes (X)Yes (X)$0$0$0
BENNETT P LOMAX
TREASURER4.00Yes (X)Yes (X)$0$0$0
ADRIAN KING
SECRETARY0.20Yes (X)Yes (X)$0$0$0
ALAN FLEISCHMANN
DIRECTOR0.20Yes (X)$0$0$0
ALAN MILLER
DIRECTOR0.20Yes (X)$0$0$0
ASHTON NEWHALL
DIRECTOR0.20Yes (X)$0$0$0
CHARLES F PREUSSE
DIRECTOR0.20Yes (X)$0$0$0
DAN DILELLA
DIRECTOR0.20Yes (X)$0$0$0
DANIEL WHEELER
DIRECTOR0.20Yes (X)$0$0$0
EDWARD RENDELL
DIRECTOR0.20Yes (X)$0$0$0
JAMES W CRYSTAL
DIRECTOR0.20Yes (X)$0$0$0
JOHN AGLIALORO
DIRECTOR0.20Yes (X)$0$0$0
JOHN CATSIMATIDIS JR
DIRECTOR8.00Yes (X)$0$0$0
JONATHAN J HIRTLE
DIRECTOR0.20Yes (X)$0$0$0
KARLA TROTMAN
DIRECTOR0.20Yes (X)$0$0$0
MARGARET PACE DUCKETT
DIRECTOR0.20Yes (X)$0$0$0
MARION T LANE
DIRECTOR0.20Yes (X)$0$0$0
MARK SHENKMAN
DIRECTOR0.20Yes (X)$0$0$0
PAUL LOCKHART
DIRECTOR0.20Yes (X)$0$0$0
STEPHEN W SCHWAB
DIRECTOR0.20Yes (X)$0$0$0
ZACHARY J PACK
DIRECTOR0.20Yes (X)$0$0$0
DAVID REINHARDT
CHIEF FINANCIAL OFFICER40.00Yes (X)$173,942$0$20,371
DANIELLE SMERECYNSKI
CHIEF PHILANTHROPY OFFICER40.00$256,692$0$61,916Yes (X)
SUE NICOL
CHIEF HUMAN RESOURCE OFFICER40.00$169,625$0$27,922Yes (X)
KRISTIAN SMITH
DIRECTOR OF DEVELOPMENT40.00$139,050$0$44,233Yes (X)
STEPHEN WALSH
DIRECTOR OF OPERATIONS40.00$125,961$0$25,681Yes (X)
JONATHAN STILES
DIRECTOR OF MARKETING40.00$120,007$0$42,621Yes (X)
ZEEANN MASON
FORMER COO (THRU MAY 2024)0.00$105,210$0$20,662Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,617,316TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$279,867TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K15IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ALOYSIUS BUTLER & CLARK
PO BOX 672WILMINGTONDE19899DIGITAL MEDIA AND ADVERTISING$184,258
LIMBACH COMPANY LLC
175 TITUS AVEWARRINGTONPA18976MECHANICAL/HVAC SERVICES$174,440
FOSTER MADE LLC
404 EAST GRACE STREETRICHMONDVA23219WEBSITE DESIGN$169,552
PRITCHARD INDUSTRIES LLC
7025 W CHESTER PIKEUPPER DUBLINPA19082JANITORIAL/MAINTENANCE SERVICES$133,551
RHUBARB HOSPITALITY COLLECTION
1406 S FRONT STPHILADELPHIAPA19147FOODSERVICE AND EVENT CATERING$130,566
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Membership Dues$585,767MembershipDuesAmt
Government Grants$250,000GovernmentGrantsAmt
All Other Contributions$6,160,338AllOtherContributionsAmt
Noncash Contributions$562,545NoncashContributionsAmt
Total Contributions$6,996,105TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GENERAL ADMISSION713990$2,174,142$2,174,142
GROUP SALES713990$494,399$494,399
CAFE AND GIFT SHOP COMMISSIONS713990$319,470$319,470
FACILITY RENTALS713990$226,662$226,662
OTHER PROGRAM EVENTS713990$71,411$71,411
FieldValueIRS element (for citing)
Total Program Service Revenue$3,286,084TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,611,784TotalRevenueColumnAmt
Exclusion$2,611,784ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$42,076,297SecuritiesAmt
Other$9,297OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$40,954,578SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,121,719SecuritiesAmt
Other$9,297OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,131,016TotalRevenueColumnAmt
Exclusion$1,131,016ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,024,989TotalRevenueColumnAmt
Related Or Exempt Func Income$3,286,084RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,742,800ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$801,255TotalAmt
Program Services$118,220ProgramServicesAmt
Management And General$683,035ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,854,380TotalAmt
Program Services$4,063,658ProgramServicesAmt
Management And General$356,959ManagementAndGeneralAmt
Fundraising$1,433,763FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$229,401TotalAmt
Program Services$142,239ProgramServicesAmt
Management And General$19,475ManagementAndGeneralAmt
Fundraising$67,687FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$932,288TotalAmt
Program Services$590,815ProgramServicesAmt
Management And General$125,859ManagementAndGeneralAmt
Fundraising$215,614FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$460,446TotalAmt
Program Services$303,193ProgramServicesAmt
Management And General$62,549ManagementAndGeneralAmt
Fundraising$94,704FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22,609TotalAmt
Program Services$4,522ProgramServicesAmt
Management And General$11,304ManagementAndGeneralAmt
Fundraising$6,783FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,874TotalAmt
Management And General$25,874ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$72,200TotalAmt
Fundraising$72,200FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$627,998TotalAmt
Program Services$396,862ProgramServicesAmt
Management And General$164,571ManagementAndGeneralAmt
Fundraising$66,565FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$564,170TotalAmt
Program Services$564,170ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$519,797TotalAmt
Program Services$420,336ProgramServicesAmt
Management And General$30,091ManagementAndGeneralAmt
Fundraising$69,370FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$100,688TotalAmt
Program Services$50,344ProgramServicesAmt
Fundraising$50,344FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$988,314TotalAmt
Program Services$939,557ProgramServicesAmt
Management And General$29,254ManagementAndGeneralAmt
Fundraising$19,503FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$153,652TotalAmt
Program Services$95,103ProgramServicesAmt
Management And General$18,048ManagementAndGeneralAmt
Fundraising$40,501FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,267,596TotalAmt
Program Services$4,054,216ProgramServicesAmt
Management And General$128,028ManagementAndGeneralAmt
Fundraising$85,352FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CURATORIAL AND EXHIBITI$741,386$741,386
DEVELOPMENT FUNCTIONS A$528,300$194,309$16,175$317,816
MEMBERSHIP$179,768$89,884$89,884
VISITOR ENGAGEMENT$87,230$39,731$47,499

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$72,228TotalAmt
Program Services$71,813ProgramServicesAmt
Management And General$415ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,229,580TotalAmt
Program Services$12,880,358ProgramServicesAmt
Management And General$1,671,637ManagementAndGeneralAmt
Fundraising$2,677,585FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,341,130BOYAmt
EOY$1,370,361EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,707,719BOYAmt
EOY$2,192,806EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,511,279BOYAmt
EOY$958,764EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$64,665BOYAmt
EOY$87,405EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$528,907BOYAmt
EOY$1,047,374EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$107,688,846LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$45,611,103LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$64,751,680BOYAmt
EOY$62,077,743EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$99,892,826BOYAmt
EOY$106,357,783EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,134,057BOYAmt
EOY$1,218,063EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$171,932,263BOYAmt
EOY$175,310,299EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,175,206BOYAmt
EOY$1,591,710EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$399,138BOYAmt
EOY$455,924EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,574,344BOYAmt
EOY$2,047,634EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$163,959,376BOYAmt
EOY$165,820,323EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,398,543BOYAmt
EOY$7,442,342EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$170,357,919BOYAmt
EOY$173,262,665EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$171,932,263BOYAmt
EOY$175,310,299EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,204,591ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,275,341NetUnrlzdGainsLossesInvstAmt
Investment Expense-$250,010InvestmentExpenseAmt
Other Changes In Net Assets$84,006OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,272,839CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,982,301CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,047,177CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,297,686CurrentTaxYearMinus1YearAmt
Current Tax Year$6,996,105CurrentTaxYearAmt
Total$78,596,108TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,272,839CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,982,301CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,047,177CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,297,686CurrentTaxYearMinus1YearAmt
Current Tax Year$6,996,105CurrentTaxYearAmt
Total$78,596,108TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$49,859,879SubstantialContributorsTotAmt
Public Support Total170$28,736,229PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$844,026CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,295,739CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,747,863CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,306,762CurrentTaxYearMinus1YearAmt
Current Tax Year$2,611,784CurrentTaxYearAmt
Total$8,806,174TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,672CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,195CurrentTaxYearMinus3YearsAmt
Total$21,867TotalAmt
FieldValueIRS element (for citing)
Total Support$87,424,149TotalSupportAmt
Gross Receipts Rltd Activities$13,803,891GrossReceiptsRltdActivitiesAmt
Public Support CY1700.32870PublicSupportCY170Pct
Public Support PY1700.59400PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$72,200OtherActivitiesAmt
Total Lobbying Expenditures$72,200TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE MUSEUM HAS CONTRACTED WITH A CONSULTANT TO MAINTAIN AND ESTABLISH RELATIONSHIPS WITH REPRESENTATIVES IN BOTH THE FEDERAL GOVERNMENT AND THE COMMONWEALTH OF PENNSYLVANIA, WITH THE INTENTION OF RECEIVING SUPPORT FOR THE MUSEUM'S OPERATIONS AND SPECIAL PROGRAMMING. THE MUSEUM ALSO HAS TWO EMPLOYEES WHO SPEND AN AVERAGE 1 HOUR PER WEEK IN CONTACT IN DIRECT CONTACT WITH FEDERAL AND PENNSYLVANIA STATE LEGISLATORS AND THEIR STAFFS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,391,939BeginningYearBalanceAmt
Contributions$2,117,850ContributionsAmt
Investment Earnings Or Losses$9,665,364InvestmentEarningsOrLossesAmt
Other Expenditures$5,817,717OtherExpendituresAmt
End Year Balance$106,357,436EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$67,694,008BeginningYearBalanceAmt
Contributions$21,876,159ContributionsAmt
Investment Earnings Or Losses$16,312,881InvestmentEarningsOrLossesAmt
Other Expenditures$5,491,109OtherExpendituresAmt
End Year Balance$100,391,939EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,184,165BeginningYearBalanceAmt
Contributions$173,970ContributionsAmt
Investment Earnings Or Losses$7,122,050InvestmentEarningsOrLossesAmt
Other Expenditures$4,786,177OtherExpendituresAmt
End Year Balance$67,694,008EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,741,827BeginningYearBalanceAmt
Contributions$29,677,183ContributionsAmt
Investment Earnings Or Losses-$12,152,999InvestmentEarningsOrLossesAmt
Other Expenditures$3,081,846OtherExpendituresAmt
End Year Balance$65,184,165EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,345,914BeginningYearBalanceAmt
Contributions$5,376,162ContributionsAmt
Investment Earnings Or Losses$7,346,262InvestmentEarningsOrLossesAmt
Other Expenditures$3,326,511OtherExpendituresAmt
End Year Balance$50,741,827EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97515BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.01915PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00570TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,181,291OtherCostOrOtherBasisAmt
Book Value$1,181,291BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$74,404,171OtherCostOrOtherBasisAmt
Depreciation$18,247,546DepreciationAmt
Book Value$56,156,625BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,360,363OtherCostOrOtherBasisAmt
Depreciation$869,041DepreciationAmt
Book Value$491,322BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,743,021OtherCostOrOtherBasisAmt
Depreciation$26,494,516DepreciationAmt
Book Value$4,248,505BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$62,077,743TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,289,699TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$7,510DonatedServicesAndUseFcltsAmt
Revenue Not Reported$7,510RevenueNotReportedAmt
Revenue Subtotal$10,282,189RevenueSubtotalAmt
Other Revenues Not Included$3,742,800OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,742,800RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$14,024,989TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,899,206TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$7,510DonatedServicesUseFcltsAmt
Expenses Not Reported$7,510ExpensesNotReportedAmt
Expenses Subtotal$12,891,696ExpensesSubtotalAmt
Other Expenses Not Included$4,337,884OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$4,337,884ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,229,580TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:MOAR HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED COLLECTION ITEMS AND THEREFORE THE VALUE OF MOAR'S COLLECTION IS NOT INCLUDED ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. MOAR FOLLOWS STANDARD PRACTICE IN THE FIELD IN THE CARE AND CONSERVATION OF ITS COLLECTION.
PART III, LINE 4:OVER THE COURSE OF NEARLY A CENTURY, THE VALLEY FORGE HISTORICAL SOCIETY ASSEMBLED A RICH COLLECTION OF SEVERAL THOUSAND HISTORICAL OBJECTS, WORKS OF ART, MANUSCRIPTS AND PRINTED WORKS FROM THE PERIOD OF THE AMERICAN REVOLUTION. THE COLLECTION WAS TRANSFERRED TO MOAR IN 2003 AND HAS CONTINUED TO GROW THROUGH GIFTS OF COLLECTION ITEMS AND PURCHASES. THE COLLECTION INCLUDES ITEMS THAT REFLECT THE SOCIAL, ECONOMIC, RELIGIOUS, POLITICAL AND MILITARY HISTORY OF THE AMERICAN REVOLUTION, AS WELL AS ITEMS THAT DOCUMENT THE COMMEMORATION AND POPULAR MEMORY OF THE ERA THROUGH THE 20TH CENTURY. THE COLLECTION IS BEING MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. MOAR IS USING ITS COLLECTION IN A NEW, NATIONALLY SIGNIFICANT MUSEUM, WHICH OPENED IN APRIL 2017, TO BRING TO LIFE THE FULL STORY OF THE AMERICAN REVOLUTION.
PART V, LINE 4:THE BOARD OF DIRECTORS HAS SEVERAL STANDING BOARD POLICIES THAT DESIGNATE, FROM NET ASSETS WITHOUT DONOR RESTRICTIONS, BOARD-DESIGNATED ENDOWMENTS AND RESERVES, WHICH ARE FOR LONG-TERM INVESTMENT TO FUND MOAR PROGRAMS. $500,000 AND $83,173 OF THE PERMANENTLY AND TEMPORARILY RESTICTED FUNDS, RESPECTIVELY, ARE TO BE USED FOR AWARDS WITH THE REMAINING ENDOWMENTS WITH DONOR RESTRICTIONS TO BE USED TO SUPPORT GENERAL OPERATIONS.
PART X, LINE 2:THE INTERNAL REVENUE SERVICE HAS CLASSIFIED MOAR AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF MOAR HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY MOAR AND HAS CONCLUDED THAT FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MOAR RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED SEPTEMBER 30, 2025 OR 2024.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT INCOME 3,733,503. GAIN ON DISPOSAL OF FIXED ASSETS 9,297.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DEPRECIATION 4,267,596. ACQUISITION OF COLLECTION ITEMS 70,288.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBERT SCOTT STEPHENSON
PRESIDENT AND CEO$526,829$0$0$0$0$0$16,098$0$20,363$0$563,290$0$0$0
DANIELLE SMERECYNSKI
CHIEF PHILANTHROPY OFFICER$256,692$0$0$0$0$0$12,835$0$49,081$0$318,608$0$0$0
SUE NICOL
CHIEF HUMAN RESOURCE OFFICER$169,625$0$0$0$0$0$8,481$0$19,441$0$197,547$0$0$0
DAVID REINHARDT
CHIEF FINANCIAL OFFICER$173,942$0$0$0$0$0$2,490$0$17,881$0$194,313$0$0$0
KRISTIAN SMITH
DIRECTOR OF DEVELOPMENT$139,050$0$0$0$0$0$6,953$0$37,280$0$183,283$0$0$0
JONATHAN STILES
DIRECTOR OF MARKETING$120,007$0$0$0$0$0$6,000$0$36,621$0$162,628$0$0$0
STEPHEN WALSH
DIRECTOR OF OPERATIONS$125,961$0$0$0$0$0$6,298$0$19,383$0$151,642$0$0$0
ZEEANN MASON
FORMER COO (THRU MAY 2024)$105,210$0$0$0$0$0$4,307$0$16,355$0$125,872$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$562,545NoncashContributionsRptF990Amt
Method Of Determining RevenuesHI/LOW DATE OF GIFTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER OF CONTRIBUTIONS ON LINE 9 REPRESENTS EACH UNIQUE STOCK CONTRIBUTION BY A DONOR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND IS THEN REVIEWED BY MANAGEMENT, THE PRESIDENT & CHIEF EXECUTIVE OFFICER AND THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES FORM 990 BEFORE IT IS FILED WITH THE IRS. ONCE THE RETURN IS READY FOR FILING, A COPY OF THE FINAL VERSION IS E-MAILED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES (AS DEFINED IN THE CURRENT GLOSSARY TO THE INSTRUCTIONS TO FORM 990), WHO ARE THEN REQUIRED TO ACKNOWLEDGE RECEIPT AND ADHERENCE TO THE RULES STATED IN THE POLICY. THE ABOVE-MENTIONED INDIVIDUALS HAVE A DUTY TO DISCLOSE THE EXISTENCE OF POTENTIAL FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS OR TO ANY SPECIAL COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH DISCLOSURE, THE INTERESTED PERSON SHALL EXCUSE HIMSELF/HERSELF FROM THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS IS DISCUSSED AND VOTED UPON. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A DIRECTOR, OFFICER, OR KEY EMPLOYEE HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM SUCH PERSON AND AFFORD SUCH PERSON THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF WARRANTED, THE BOARD OR COMMITTEE WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
FORM 990, PART VI, SECTION B, LINE 15THE CORPORATION ENDEAVORS TO ENSURE THAT ALL COMPENSATION ARRANGEMENTS AFFECTING INTERESTED PERSONS ARE OBJECTIVELY REASONABLE, BASED ON THE RELEVANT MARKET FOR PERSONS OF COMPARABLE SKILLS, TRAINING, EDUCATION, AND EXPERIENCE, AND PERFORMING SIMILAR DUTIES FOR COMPARABLE ORGANIZATIONS UNDER SIMILAR CONDITIONS AND CIRCUMSTANCES. THE CORPORATION SHALL CONSIDER AND GIVE DUE WEIGHT TO STUDIES PUBLISHED BY THIRD PARTIES REGARDING RATES OF COMPENSATION WHENEVER AND, TO THE EXTENT THAT, SUCH STUDIES ARE RELIABLE, COMPARABLE, AND AVAILABLE. COMPENSATION RATES FOR ALL NEWLY HIRED PERSONS AND RATE ADJUSTMENTS FOR EXISTING PERSONS, ARE REVIEWED BY THE DIRECTOR OF HR AND APPROVED BY SENIOR MANAGEMENT.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 84,006.

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