2023-11-07T15:33:17-06:00 2023-06-30 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2022-07-01 520796820 UNITED STATES CAPITOL HISTORICAL SOCIETY UNIT 2025438919 200 MARYLAND AVENUE NE WASHINGTON DC 20002 HONORABLE JANE CAMPBELL PRESIDENT AND CEO 2025438919 2023-11-03 1 HONORABLE JANE CAMPBELL 999009999 1 GLENN MILLER CPA P00086726 7035190990 2023-11-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z HONORABLE JANE CAMPBELL 200 MARYLAND AVENUE NE WASHINGTON DC 20002 3427532 0 X USCHS.ORG X 1962 DC SEE SCHEDULE O. 39 38 15 100 0 0 2166228 2004292 0 0 128188 98973 176416 196284 2470832 2299549 0 0 0 0 662898 791841 0 0 83474 1030764 1460064 1693662 2251905 777170 47644 4034736 4080135 358372 273907 3676364 3806228 X SEE SCHEDULE O. 1 0 1533736 0 0 EDUCATIONAL EVENTS AND PUBLICATIONS: SEE SCHEDULE O. 165871 0 0 MEMBERSHIP - CONDUCTED SPECIAL EVENTS FOR MEMBERS AND DISTRIBUTED NEWSLETTERS AND OTHER PUBLICATIONS TO MEMBERS INTERESTED IN THE HISTORY OF THE U.S. CAPITOL. MEMBERSHIPS ARE AVAILABLE BOTH TO INDIVIDUALS AND TO ORGANIZATIONS, WHICH MAKE UP THE "CAPITOL COMMITTEE." THESE PROGRAMS AND EVENTS INCLUDE VIP TOURS OF THE CAPITOL WHICH ARE OFFERED AS A BENEFIT OF MEMBERSHIP AND BEHIND THE SCENES LOOKS AT THE WORK OF CONGRESS. 0 0 0 SCHOLARSHIP: SEE SCHEDULE O. 0 0 0 CREATION AND DISTRIBUTION OF COMMEMORATIVE MERCHANDISE - ANNUALLY THE SOCIETY CREATES A HOLIDAY ORNAMENT AND OTHER COMMEMORATIVE PRODUCTS MADE WITH MARBLE DONATED TO THE SOCIETY BY THE ARCHITECT OF THE CAPITOL DURING THE RENOVATION IN THE LATE 1990S. 0 0 0 1699607 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 39 38 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X TRACEY DELBRIDGE 2025438919 200 MARYLAND AVENUE NE WASHINGTON DC 20002 HON JANE L CAMPBELL PRESIDENT/CEO 40.00 X X 211828 0 25165 DONALD G CARLSON CHAIRMAN 1.00 X X 0 0 0 DONTAI SMALLS VICE CHAIR 1.00 X X 0 0 0 DAVID REGAN TREASURER 1.00 X X 0 0 0 JEANNE DE CERVENS SECRETARY 1.00 X X 0 0 0 PAUL BOYKAS TRUSTEE 1.00 X 0 0 0 MARC CADIN TRUSTEE 1.00 X 0 0 0 SCOTT COSBY TRUSTEE 1.00 X 0 0 0 ALICE VALDER CURRAN TRUSTEE 1.00 X 0 0 0 JOSEPH DOOLEY TRUSTEE 1.00 X 0 0 0 LEE DUNN TRUSTEE 1.00 X 0 0 0 RON ELVING TRUSTEE 1.00 X 0 0 0 SAM FULLWOOD III TRUSTEE 1.00 X 0 0 0 HON CHUCK HAGEL TRUSTEE 1.00 X 0 0 0 MARY MOORE HAMRICK TRUSTEE 1.00 X 0 0 0 JOHN HASKELL PHD TRUSTEE 1.00 X 0 0 0 BETSY WRIGHT HAWKINGS TRUSTEE 1.00 X 0 0 0 JAMES HEAD TRUSTEE 1.00 X 0 0 0 MARK HOPKINS TRUSTEE 1.00 X 0 0 0 OLIVIA IGBOKWE-CURRY ESQ TRUSTEE 1.00 X 0 0 0 MARTHA S JONES PHD JD TRUSTEE 1.00 X 0 0 0 SHANNON MCGAHN TRUSTEE 1.00 X 0 0 0 JOYCE MEYER TRUSTEE 1.00 X 0 0 0 HON LORRAINE MILLER TRUSTEE 1.00 X 0 0 0 LAURA MURPHY TRUSTEE 1.00 X 0 0 0 NEIL NARAINE TRUSTEE 1.00 X 0 0 0 ASHLI PALMER TRUSTEE 1.00 X 0 0 0 SHAWN PARRY-GILES PHD TRUSTEE 1.00 X 0 0 0 CRAIG PURSER TRUSTEE 1.00 X 0 0 0 HON ILEANA ROS-LEHTINEN EDD TRUSTEE 1.00 X 0 0 0 ROBERT RUSBULDT TRUSTEE 1.00 X 0 0 0 ANNA SCHNEIDER TRUSTEE 1.00 X 0 0 0 JAN SCHOONMAKER TRUSTEE 1.00 X 0 0 0 PAUL TELLER PHD TRUSTEE 1.00 X 0 0 0 JAMES A THURBER PHD TRUSTEE 1.00 X 0 0 0 MARK TYNDALL TRUSTEE 1.00 X 0 0 0 BRIGADIER GENERAL TIM WHITE PHD TRUSTEE 1.00 X 0 0 0 MEREDITH BROADBENT EFFECTIVE 123 TRUSTEE 1.00 X 0 0 0 ALLISON STARMANN EFFECTIVE 123 TRUSTEE 1.00 X 0 0 0 211828 0 25165 1 0 1 0 VETERANS OF FOREIGN WARS 200 MARYLAND AVE NE WASHINGTON DC 20002 RENT 199700 YOUR PART-TIME CONTROLLER 1500 WALNUT SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 165686 CHRISTOPHER KELLEHER EPIPHANY 3624 VALLEY DR ALEXANDRIA VA 22302 PORTRAIT EXPENSES 148102 INTELLICOR LLC 330 EDEN RD PO BOX 7903 LANCASTER PA 17604 PROGRAM EXPENSES 130149 DESIGN MASTERS 3005 JOHN DEERE RD TOANO VA 23168 MERCHANDISE 119918 6 83235 239683 1681374 14000 2004292 83382 83382 1408 1408 149928 134337 15591 15591 15591 1186847 993646 193201 193201 1675 1675 1675 2299549 0 0 295257 259555 193906 49965 15684 361743 270248 69636 21859 21984 16424 4232 1328 84777 63334 16320 5123 63782 47650 12278 3854 21421 21421 219352 219352 15473 15473 68251 63950 2502 1799 33913 26174 4563 3176 239072 219179 3925 15968 138474 103449 26656 8369 4703 4669 34 5154 57 4787 310 14000 156 13003 841 20651 18744 1907 PORTRAIT EXPENSES 628038 628038 PUBLICATIONS 16799 16799 34763 26830 4677 3256 2251905 1699607 468824 83474 60 4535 1475806 1097980 150000 75000 38880 76348 426867 474677 37605 59887 801447 679411 154930 122036 1750588 1912244 0 257428 4034736 4080135 188537 112777 146006 142448 23829 18682 358372 273907 X 2887582 3152707 788782 653521 3676364 3806228 4034736 4080135 47644 82220 0 X 0 1 X 1 0 X 1677480 1396874 1546133 2166228 2004292 8791007 1677480 1396874 1546133 2166228 2004292 8791007 280443 8510564 133937 103243 64696 129170 84790 515836 9306843 6252376 0.91440 0.96480 X 0.96480 0.03520 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 801447 679411 122036 122036 EMPLOYEE RETENTION CREDIT RECEIVABLE 239683 FINANCE LEASE RIGHT-OF-USE ASSETS 17745 257428 FINANCING LEASE LIABILITIES 18682 18682 3359942 82220 -15473 66747 3293195 -993646 -993646 2299549 3230078 993646 993646 2236432 15473 15473 2251905 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES INCLUDED ON PART IX LINE 11F -15,473. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B -993,646. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 993,646. 1 X X 0 0 0 0 0 0 0 0 0 HON JANE L CAMPBELL PRESIDENT/CEO 211828 0 0 0 0 0 22500 0 2665 0 236993 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF THE ORGANIZATION MISSION: THE UNITED STATES CAPITOL HISTORICAL SOCIETY (USCHS), FOUNDED IN 1962, IS CHARTERED BY CONGRESS TO EDUCATE THE PUBLIC ON THE HISTORY AND HERITAGE OF THE U.S. CAPITOL, ITS INSTITUTIONS AND THE PEOPLE WHO HAVE SERVED THEREIN IN A MANNER THAT INSPIRES INFORMED PATRIOTISM (QUOTE FROM THE AUTHORIZING LEGISLATION). FORM 990, PART III, LINE 1, DESCRIPTION OF THE ORGANIZATION MISSION: TODAY, WITH THE FORMAL APPROVAL OF CONGRESS, THE SOCIETY CONTINUES EXPLORING AND INSTITUTING NEW AND CREATIVE WAYS TO BRING THE FASCINATING STORY OF THE CAPITOL, ITS INSTITUTIONS AND AMERICA'S UNIQUE HISTORY TO PEOPLE ACROSS THE NATION AND AROUND THE WORLD. SOCIETY ACTIVITIES INCLUDE EDUCATIONAL TOURS, SCHOOL PROGRAMS, SCHOLARLY SYMPOSIA, OBSERVANCES OF HISTORIC EVENTS, ENHANCEMENT OF THE CAPITOL'S COLLECTION OF ART AND ARTIFACTS, RESEARCH AND WRITING ON THE PUBLIC CAREERS OF THOSE WHO HAVE SERVED IN THE CAPITOL, AND THE SALE OF PUBLICATIONS AND MEMENTOS OF THE HISTORICAL AND CONTEMPORARY CAPITOL AND CONGRESS. FORM 990, PART III, LINE 2 THE USCHS' FLAGSHIP PROGRAM THE WE THE PEOPLE CONSTITUTION TOUR PROVIDES A FULL DAY IN-PERSON TOUR OPPORTUNITY TO EXPLORE THE 3 BRANCHES OF THE FEDERAL GOVERNMENT. VISITING PLACES RELATED TO THE CONSTITUTION INCLUDING THE U.S. CAPITOL BUILDING, WHITE HOUSE VISITOR CENTER, GEORGE MASON MEMORIAL AND THE NATIONAL ARCHIVES, STUDENTS AND EDUCATORS DISCUSS ISSUES PERTAINING TO THE CONSTITUTION. THIS TOUR, PROVIDED AT NO COST TO THE TITLE I DC PUBLIC AND CHARTER SCHOOLS, DEMONSTRATES TO STUDENTS FROM ALL WALKS OF LIFE THAT EVERYONE HAS A ROLE TO PLAY IN AN INCLUSIVE DEMOCRACY. DURING THE PANDEMIC WHEN IN PERSON TOURS WERE NOT SAFE THE SOCIETY CREATED A DIGITAL RESOURCE HUB TO BRING TOGETHER VIRTUAL TEACHING RESOURCES ALL IN ONE PLACE FOR TEACHERS. THAT HUB CONTINUES TO GROW. IN ADDITION TO OUR EDUCATIONAL TOURS, THE SOCIETY PARTNERS TO BRING THE HISTORY OF OUR REPUBLIC TO LIFE VIA THE ARTS. WE HAVE TWO PLAYS BEAUTIFUL AGITATORS AND NOW'S THETIME AS PART OF OUR TEACHING THE CONSTITUTION THROUGH THEATER WORK. THE STAGE PRODUCTION AND CORRESPONDING LESSON PLANS ARE FOUND ON THE DIGITAL RESOURCE HUB OF THE SOCIETY'S WEBSITE. IN THE COMING YEAR THE SOCIETY IS WORKING ON A NEW PLAY ABOUT THE ELECTION OF 1876 AS IT WAS DECIDED BY THE ELECTORAL COLLEGE. EACH PLAY IS ACCOMPANIED BY LESSON PLANS. EACH YEAR, THE SOCIETY PRESENTS EDUCATIONAL CONGRESSIONAL ENGAGEMENT PROGRAMS FOR MEMBERS. THESE ANNUAL PROGRAMS HONOR CONGRESSIONAL COMMITTEES, ENGAGE CONGRESSIONAL STAFF AND GATHER TOGETHER CAPITOL ALUMNI. THE SOCIETY PROUDLY SERVES AS A RESOURCE TO MEMBERS OF CONGRESS AND CONGRESSIONAL STAFF AND THESE PROGRAMS COMBINE A UNIQUE HISTORICAL PERSPECTIVE WITH A WELCOMING SOCIAL ENVIRONMENT. FINALLY, THE SOCIETY'S PUBLIC HISTORY SERIES CONTINUES TO PROVIDE AUTHORS AN OPPORTUNITY TO PRESENT THEIR BOOKS AND SCHOLARS TO SHARE THE HISTORY OF THE CAPITOL AND THE CONGRESS. MOST RECENTLY THE SERIES INCLUDED A SIX PART SYMPOSIUM ON THE IMPACT OF WOMEN EARNING THE RIGHT TO VOTE, A TEN PART SYMPOSIUM ON THE WORK TO BUILD A MORE PERFECT UNION, AND THE CURRENT SYMPOSIUM EXPLORING THE AMENDMENTS TO THE CONSTITUTION WHAT WAS THE CONTEXT WHEN THEY WERE ADOPTED AND HOW HAS EACH AMENDMENT BEEN INTERPRETED. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: A) IN ADDITION TO OUR IN-PERSON TOURS FOR DC PUBLIC MIDDLE SCHOOL STUDENTS THAT SERVED OVER 1000 YOUNG PEOPLE THIS YEAR, THE WE THE PEOPLE CONSTITUTION TOUR CIVIC EDUCATION WORK NOW HAS A VIRTUAL EDUCATIONAL RESOURCES HUB THAT INCLUDES RESOURCES FROM THE NATIONAL PARKS SERVICE, THE WHITE HOUSE HISTORICAL ASSOCIATION, THE NATIONAL ARCHIVES, AND THE SUPREME COURT HISTORICAL SOCIETY. THE HUB ALSO INCLUDES TWO VIRTUAL PLAY READINGS ACCOMPANIED BY LESSON PLANS. BEAUTIFUL AGITATORS, DESIGNED TO TEACH HOW THE CONSTITUTION INSPIRED THE CIVIL RIGHTS MOVEMENT, AND NOW'S THE TIME, EXPLORING THE END OF RECONSTRUCTION THROUGH THE EYES OF CONGRESSMAN THADDEUS STEVENS. BOTH ARE PRODUCED BY STORYWORKS THEATER COMPANY AS PART OF OUR TEACHING THE CONSTITUTION THROUGH THEATER PARTNERSHIP. B) THE SOCIETY BEGAN ITS SYMPOSIUM ON THE AMENDMENTS TO THE US CONSTITUTION - THE SITUATION AT THE TIME OF PASSAGE AND HOW THE AMENDMENT CONTINUES TO BE INTERPRETED. THIS SERIES WILL CONTINUE THROUGHOUT 2023. C) THE SOCIETY PROVIDES REGULAR WEBINARS HIGHLIGHTING TOPICS IN CAPITOL HISTORY. IN ADDITION TO PRESENTING AUTHORS WHOSE WORK DOCUMENTS CAPITOL HISTORY, THE SOCIETY HIGHLIGHTS IMPORTANT ANNIVERSARIES SUCH AS THE 200TH BIRTHDAY OF PRESIDENT ULYSSES S. GRANT AND THE 100TH ANNIVERSARY OF THE OPENING OF THE LINCOLN MEMORIAL. FOR BOTH THE GRANT AND LINCOLN COMMEMORATIONS THE SOCIETY PROVIDED IN PERSON EVENTS WITH DISTINGUISHED HISTORIANS. D) DURING 2022, THE SOCIETY PRESENTED PUBLIC HISTORY LECTURES ABOUT WORK OF FREDERICK LAW OLMSTED, THE LANDSCAPE ARCHITECT WHO DESIGNED THE CAPITOL GROUNDS AND HIS IMPACT ON THE HISTORY OF THE CAPITOL, ITS NEIGHBORHOOD, AND THE WORK OF THE CONGRESS. E) ALL OUR EVENTS REMAIN ON OUR WEBSITE FOR VIEWING BY INTERESTED PARTIES. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: A) THE SOCIETY PUBLISHES A SCHOLARLY MAGAZINE TWICE EACH YEAR PROVIDING EMERGING SCHOLARS OF THE CAPITOL WITH A WAY TO SHARE THEIR RESEARCH. B) THE SOCIETY'S FELLOWSHIP PROGRAM OPERATED IN PARTNERSHIP WITH THE ARCHITECT OF THE CAPITOL'S CURATOR RETURNED AFTER THE PANDEMIC PAUSE. SCHOLARS STUDY THE ART AND ARCHITECTURE OF THE CAPITOL. C) OUR INTERNSHIP PROGRAM PROVIDES AN EDUCATIONAL EXPERIENCE TO A DOZEN YOUNG PEOPLE INTERESTED IN CAPITOL HISTORY. D) THE ANNUAL HISTORICAL CALENDAR DESIGNED TO PROMOTE "INFORMED PATRIOTISM" CONTINUES WITH NEARLY 350,000 DISTRIBUTED EACH YEAR BY MEMBERS OF CONGRESS. E) THE SOCIETY PROVIDES QUICK RESPONSE TO MEDIA INQUIRIES SEEKING TO UNDERSTAND CAPITOL HISTORY FROM THE INCIDENCES OF VIOLENCE IN THE CAPITOL TO THE HISTORY OF THE SENATE DRESS CODE. FORM 990, PART VI, SECTION A, LINE 6 USCHS MEMBERSHIP CONSISTS OF MEMBERSHIP AT LARGE, HONORARY MEMBERSHIP, AND OTHER CATEGORIES OF MEMBERSHIP ESTABLISHED BY THE ACTIVE BOARD OF TRUSTEES. THE PEOPLE OF THE UNITED STATES ARE REGARDED AS THE MEMBERSHIP AT LARGE. SUPPORTING MEMBERSHIP DUES ARE PAID BY CORPORATE AND INDIVIDUAL MEMBERS. INDIVIDUAL MEMBERSHIP INCLUDES: GENERAL LEVEL ($65-$124) , PATRON LEVEL ($125-$199) , PREMIUM LEVEL ($200-$499) , PLATINUM LEVEL ($500-$999) , ROTUNDA CIRCLE $1,000 MEMBERSHIP ($1,000-$2,499) , ROTUNDA CIRCLE $2,500 MEMBERSHIP ($2,500-$4,999) , ROTUNDA CIRCLE $5,000 MEMBERSHIP ($5,000-$9,999) , ROTUNDA CIRCLE $10,000 MEMBERSHIP ($10,000-$24,000) , FAMILY MEMBERSHIP $250 , AND STUDENT MEMBERSHIP $40. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN IS REVIEWED BY THE PRESIDENT AND THE CONTRACT ACCOUNTANT (YOUR PART TIME CONTROLLER). THEN THE DRAFT IS SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AT THE CONCLUSION OF THE REVIEW, THE AUDIT FIRM IS ADVISED OF THE ACCEPTANCE OF THE 990 AND THE FINAL FORMS ARE DELIVERED TO THE SOCIETY FOR SIGNING AND MAILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS FOR THE FINANCIAL STATEMENT AUDIT, THE TRUSTEES ARE POLLED FOR CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS ESTABLISHED THROUGH A CONTRACT OF EMPLOYMENT. THE PERSONNEL/COMPENSATION COMMITTEE OF THE BOARD HANDLES COMPENSATION POLICY TO ENSURE THAT SALARIES AND BENEFITS ARE MARKET COMPATIBLE. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT THE SOCIETY'S BUSINESS OFFICES: 200 MARYLAND AVE, NE 4TH FLOOR, WASHINGTON, DC 20002.