VANCOUVER NATIONAL HISTORIC RESERVE TRUST: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VANCOUVER NATIONAL HISTORIC RESERVE TRUST (EIN 91-1937645)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349314404
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:22:47-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930954337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALBOT KORVOLA & WARWICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14945 SW SEQUOIA PKWY STE 150 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911937645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANCOUVER NATIONAL HISTORIC | BusinessNameLine1Txt |
| Business Name Line2 | RESERVE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANC | BusinessNameControlTxt |
| Phone | 3609921800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 ANDERSON ST | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 986613855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TEMPLE LENTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3609921800 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TEMPLE | PersonFirstNm |
| Person Last | LENTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON R ORME | PreparerPersonNm |
| PTIN | P00295966 | PTIN |
| Phone | 5032742849 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HISTORIC TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TEMPLE LENTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 ANDERSON ST | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 986613855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,767,562 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEHISTORICTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE TRUST INSPIRES CIVIC PRIDE AND ECONOMIC VITALITY THROUGH EDUCATION, PRESERVATION AND CELEBRATION OF OUR COMMUNITY'S HISTORY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 44 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $832,121 | PYContributionsGrantsAmt |
| CY Contributions Grants | $649,357 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,738,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,831,142 | CYProgramServiceRevenueAmt |
| PY Investment Income | $154,399 | PYInvestmentIncomeAmt |
| CY Investment Income | $420,156 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,564 | PYOtherRevenueAmt |
| CY Other Revenue | $692,602 | CYOtherRevenueAmt |
| PY Total Revenue | $4,728,084 | PYTotalRevenueAmt |
| CY Total Revenue | $5,593,257 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,958 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,538,216 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,333,227 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $3,066 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $230,135 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,894,686 | PYOtherExpensesAmt |
| CY Other Expenses | $3,514,447 | CYOtherExpensesAmt |
| PY Total Expenses | $4,442,860 | PYTotalExpensesAmt |
| CY Total Expenses | $4,857,340 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $285,224 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $735,917 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,487,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,541,647 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,813,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,407,089 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,673,807 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,134,558 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE CIVIC PRIDE AND ECONOMIC VITALITY THROUGH EDUCATION, PRESERVATION AND CELEBRATION OF OUR HISTORY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,823,918 | ExpenseAmt |
| Revenue | $3,619,047 | RevenueAmt |
| Desc | MASTER LEASE OF CITY OF VANCOUVER PROPERTY: THE TRUST HOLDS A LONG TERM LEASE OF OFFICERS ROW AND THE WEST VANCOUVER BARRACKS FROM THE CITY OF VANCOUVER WHERE THE TRUST IS RESPONSIBLE FOR THE LEASING, MAINTENANCE AND PRESERVATION OF THE HISTORIC STRUCTURES. THE TRUST LEASES APPROXIMATELY 170,000 SQUARE FEET OF SPACE TO TENANTS WITH ADDITIONAL PUBLIC SPACES FOR EDUCATION, INTERPRETATION AND EVENT RENTAL VENUES. PUBLIC USE BUILDINGS AND EVENT VENUES INCLUDE THE HOWARD HOUSE, MARSHALL HOUSE, GRANT HOUSE, RED CROSS BUILDING AND THE ARTILLARY BARRACKS BUILDING. THESE LOCATIONS SERVE A VARIETY OF EVENTS THROUGHOUT THE YEAR INCLUDING WEDDINGS, BUSINESS MEETINGS, FUNDRAISERS, SEMINARS AND CONFERENCES FOR A VARIETY OF USERS WHO GET TO EXPERIENCE THE HISTORY AND THE HISTORIC SITE. EXPENSES LISTED ABOVE INCLUDE OPERATING EXPENSES, MASTER LEASE EXPENSES, TRANSFERS OUT AND CAPITAL FUND EXPENSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $125,992 | ExpenseAmt |
| Grant | $6,600 | GrantAmt |
| Revenue | $64,120 | RevenueAmt |
| Desc | CELEBRATE FREEDOM PROGRAMS:THE TRUST COORDINATES AND PRODUCES THE CELEBRATE FREEDOM PROGRAMS THAT INCLUDE EDUCATIONAL, INTERPRETIVE AND ENTERTAINMENT ACTIVITIES TO ENGAGE THE COMMUNITY ON THE HISTORIC SITE AND EDUCATE VISITORS ON OUR RICH HISTORY. THESE PROGRAMS INCLUDE THE GENERAL GEORGE C. MARSHALL PUBLIC AND YOUTH LEADERSHIP AWARD PROGRAMS, GENERAL GEORGE C. MARSHALL LECTURE SERIES. THE GENERAL GEORGE C. MARSHALL PUBLIC AND YOUTH LEADERSHIP AWARD PROGRAMS HONORED AN ADULT AND A SENIOR HIGH SCHOOL STUDENT FOR THEIR COMMITMENT TO PUBLIC SERVICE AND DEMONSTRATED LEADERSHIP POTENTIAL. IN 2021, DUE TO COVID RESTRICTIONS, THERE WAS NOT A FIREWORKS SHOW OR VETERANS PARADE. THERE WAS A VETERANS CEREMONY INSTEAD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $108,286 | ExpenseAmt |
| Revenue | $44,847 | RevenueAmt |
| Desc | AVIATION EDUCATION PROGRAMS:THE TRUST'S AVIATION EDUCATION PROGRAMS INVOLVE HANDS ON ACTIVITIES THAT ARE TAUGHT BY PROFESSIONAL EDUCATORS AND TRAINED VOLUNTEERS WITH EXTENSIVE BACKGROUNDS IN EDUCATION AND AVIATION. THE PROGRAMS INCLUDE AVIATION SUMMER CAMPS, AVIATION EDUCATION RESOURCE EVENTS, YOUNG EAGLES PROGRAM, FLIGHT SIMULATOR LAB INSTRUCTION, OPEN COCKPIT VISITS IN A VARIETY OF AIRCRAFT AND THE EDUCATION OF THE RICH HISTORY OF THE PEARSON AIRFIELD, FIRST AIRPORT IN THE NORTHWEST AND ONE OF THE OLDEST OPERATING AIRPORTS IN THE COUNTRY. THE TRUST OPERATES THE PEARSON FIELD EDUCATION CENTER(PFEC) AND PARTICIPATES IN PARTNER PROGRAMS WITH SCHOOLS AND ORGANIZATIONS. PARTNERS INCLUDE AIRWAY SCIENCE FOR KIDS, CASCADIA TECH PARTNERS IN CAREERS, ESD 112, CLARK COLLEGE, EOCF AND MULTIPLE PILOT ORGANIZATIONS. PROGRAM SERVICE ACCOMPLISHMENTS: FIELD TRIPS FOR YOUTH, 3-15 YEARS, YOUTH VOLUNTEER/LEADERSHIP PROGRAM, YOUNG EAGLE FLIGHTS WHICH INTRODUCED FLIGHT TO 73 YOUTH IN 2021, NASA SPACE CONSORITIUM, WOMEN IN AVIATION, EOCF/ HEAD START, CLARK CO SHERIFF'S DEPT. PORTLAND STATE UNIVERSITY, BLACK PILOTS OF AMERICA, AVIATION DAY WITH ALASKA AIRLINES, BOYS AND GIRLS CLUB, DE LA SALLE NORTH, AND WASHINGTON STATE UNIVERSITY. THE EDUCATION CENTER IS ALSO OPEN TO THE PUBLIC AND FACILITIATES SCHOOL GROUP TOURS DURING THE WEEKDAYS FOR STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $594,968 | ExpenseAmt |
| Revenue | $167,248 | RevenueAmt |
| Desc | PROVIDENCE ACADEMY ACTIVITES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $594,968 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $167,248 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,653,164 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLE LENTZ CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3609921813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 ANDERSON ST | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98661 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| ERIC FULLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE BRYANT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DEEDER | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KIM CAPELOTO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA GLOVER | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL L WILLIAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL CHRISTENSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KELLER II | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TWYLA BARNES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE HAGENSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA ALLING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN BAGHERPOUR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BLOM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN CAVANAGH | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALBERT SCHLOTFELDT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE THOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE SAVAGE | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROD COOK | |||||||
| FORMER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD CARLSON | |||||||
| FORMER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY HANKS CORNELIUS | |||||||
| FORMER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SPEER | |||||||
| FORMER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STACEY GRAHAM | |||||||
| INTERMIN CEO - | 40.00 | $84,078 | $0 | $0 | Yes (X) | ||
| DAVID PEARSON | |||||||
| FORMER CEO | 40.00 | $40,982 | $0 | $5,337 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $125,060 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,337 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CITY OF VANCOUVER | |||||
| PO BOX 8995 | VANCOUVER | WA | 98668 | UTILITIES, MASTER LEASE PAYMENTS, LAND R | $798,430 |
| SCHOMMER CONSTRUCTION | |||||
| 6421 NE COLWOOD WAY | PORTLAND | OR | 97218 | CONSTRUCTION | $378,529 |
| DISTINCTIVE LANDSCAPING | |||||
| 16620 NE 72ND AVE | VANCOUVER | WA | 98686 | LANDSCAPING SERVICES | $164,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $41,555 | FundraisingAmt |
| Related Organizations | $131,071 | RelatedOrganizationsAmt |
| Government Grants | $229,156 | GovernmentGrantsAmt |
| All Other Contributions | $247,575 | AllOtherContributionsAmt |
| Total Contributions | $649,357 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HISTORIC PROPERTY RENTALS | 531310 | $3,619,047 | $3,619,047 |
| PROVIDENCE ACADEMY | 531310 | $167,248 | $167,248 |
| PEARSON FIELD EDUCATION CENTER | 456322 | $44,847 | $44,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,831,142 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,389 | TotalRevenueColumnAmt |
| Exclusion | $38,389 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $524,035 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $142,268 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $381,767 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $381,767 | TotalRevenueColumnAmt |
| Exclusion | $381,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,800 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $41,555 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,037 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,763 | TotalRevenueColumnAmt |
| Exclusion | $20,763 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GAIN ON DEBT EXTINGUISHMENT | 525990 | $607,719 | $607,719 | |
| MISCELLANEOUS INCOME | 713990 | $64,120 | $64,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $671,839 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,593,257 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,895,262 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,048,638 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,600 | TotalAmt |
| Program Services | $6,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,060 | TotalAmt |
| Program Services | $62,530 | ProgramServicesAmt |
| Management And General | $16,816 | ManagementAndGeneralAmt |
| Fundraising | $45,714 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,287 | TotalAmt |
| Program Services | $695,775 | ProgramServicesAmt |
| Management And General | $94,743 | ManagementAndGeneralAmt |
| Fundraising | $127,769 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,107 | TotalAmt |
| Program Services | $49,364 | ProgramServicesAmt |
| Management And General | $3,383 | ManagementAndGeneralAmt |
| Fundraising | $10,360 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,773 | TotalAmt |
| Program Services | $185,734 | ProgramServicesAmt |
| Management And General | $18,435 | ManagementAndGeneralAmt |
| Fundraising | $22,604 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,670 | TotalAmt |
| Program Services | $72,727 | ProgramServicesAmt |
| Management And General | $943 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,325 | TotalAmt |
| Program Services | $46,325 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,066 | TotalAmt |
| Fundraising | $3,066 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,748 | TotalAmt |
| Management And General | $387,748 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,939 | TotalAmt |
| Program Services | $225,317 | ProgramServicesAmt |
| Management And General | $134,622 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,301 | TotalAmt |
| Program Services | $3,143 | ProgramServicesAmt |
| Management And General | $26 | ManagementAndGeneralAmt |
| Fundraising | $132 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,788 | TotalAmt |
| Program Services | $2,326 | ProgramServicesAmt |
| Management And General | $2,359 | ManagementAndGeneralAmt |
| Fundraising | $3,103 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,764 | TotalAmt |
| Program Services | $418,764 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,781 | TotalAmt |
| Program Services | $15,024 | ProgramServicesAmt |
| Management And General | $4,706 | ManagementAndGeneralAmt |
| Fundraising | $1,051 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,816 | TotalAmt |
| Program Services | $49,787 | ProgramServicesAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,641 | TotalAmt |
| Program Services | $154,366 | ProgramServicesAmt |
| Management And General | $11,275 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,216 | TotalAmt |
| Program Services | $59,812 | ProgramServicesAmt |
| Management And General | $46,404 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MASTER LEASE PAYMENTS | $889,354 | $889,354 | ||
| REPAIRS | $559,898 | $559,898 | ||
| RECOGNITIONS, BANK CHAR | $199,953 | $12,267 | $187,686 | |
| SUPPLIES | $96,139 | $53,304 | $35,054 | $7,781 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,114 | TotalAmt |
| Program Services | $90,747 | ProgramServicesAmt |
| Management And General | $29,812 | ManagementAndGeneralAmt |
| Fundraising | $8,555 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,857,340 | TotalAmt |
| Program Services | $3,653,164 | ProgramServicesAmt |
| Management And General | $974,041 | ManagementAndGeneralAmt |
| Fundraising | $230,135 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,904 | BOYAmt |
| EOY | $887,025 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,282,823 | BOYAmt |
| EOY | $2,429,713 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,992 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,285 | BOYAmt |
| EOY | $126,748 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,110 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,461,554 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $740,628 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,394,688 | BOYAmt |
| EOY | $11,720,926 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,177,390 | BOYAmt |
| EOY | $2,361,262 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,973 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,487,192 | BOYAmt |
| EOY | $17,541,647 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,781 | BOYAmt |
| EOY | $638,925 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,926 | BOYAmt |
| EOY | $330,871 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,380,396 | BOYAmt |
| EOY | $1,385,424 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,259 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574,023 | BOYAmt |
| EOY | $1,051,869 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,813,385 | BOYAmt |
| EOY | $3,407,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,674,134 | BOYAmt |
| EOY | $12,053,138 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,999,673 | BOYAmt |
| EOY | $2,081,420 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,673,807 | BOYAmt |
| EOY | $14,134,558 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,487,192 | BOYAmt |
| EOY | $17,541,647 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $735,917 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$124,696 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$150,470 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,394,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $512,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $591,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $832,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $649,357 | CurrentTaxYearAmt |
| Total | $4,980,586 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,394,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $512,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $591,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $832,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $649,357 | CurrentTaxYearAmt |
| Total | $4,980,586 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,156,453 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,824,133 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,389 | CurrentTaxYearAmt |
| Total | $324,564 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,800 | CurrentTaxYearAmt |
| Total | $153,976 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,459,126 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,213,055 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $596,412 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $84,051 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,419 | OtherExpendituresAmt |
| End Year Balance | $645,044 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $811,252 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $57,228 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $230,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $42,068 | OtherExpendituresAmt |
| End Year Balance | $596,412 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $717,439 | BeginningYearBalanceAmt |
| Contributions | $13,707 | ContributionsAmt |
| Investment Earnings Or Losses | $122,702 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $42,596 | OtherExpendituresAmt |
| End Year Balance | $811,252 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $788,031 | BeginningYearBalanceAmt |
| Contributions | $11,858 | ContributionsAmt |
| Investment Earnings Or Losses | -$52,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,077 | OtherExpendituresAmt |
| End Year Balance | $717,439 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $715,041 | BeginningYearBalanceAmt |
| Contributions | $12,732 | ContributionsAmt |
| Investment Earnings Or Losses | $96,328 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $36,070 | OtherExpendituresAmt |
| End Year Balance | $788,031 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,571,268 | OtherCostOrOtherBasisAmt |
| Book Value | $5,571,268 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,659,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $566,957 | DepreciationAmt |
| Book Value | $6,092,103 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $176,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $173,671 | DepreciationAmt |
| Book Value | $2,668 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,887 | OtherCostOrOtherBasisAmt |
| Book Value | $54,887 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,720,926 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS | $207,918 |
| OPERATING LEASE PAYABLE | $296,754 |
| OTHER LIABILITIES | $75,498 |
| AWARDS PAYABLE | $10,350 |
| ARO LIABILITY | $345,399 |
| SPLIT INTEREST LIABILITY | $115,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,051,869 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,485,013 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$124,696 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $17,827 | OtherRevenueAmt |
| Revenue Not Reported | -$106,869 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,591,882 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,375 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,375 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,593,257 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,024,262 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $166,922 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $166,922 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,857,340 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,857,340 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | COLLECTIONS AND EXHIBITS DURING 2005 THE TRUST ASSUMED OPERATIONS OF THE PEARSON AIR MUSEUM AND ACQUIRED RELATED MUSEUM ASSETS. THESE ASSETS CONTINUE TO BE USED IN THE TRUST'S AVIATION EDUCATION PROGRAMS AND AT THE PEARSON FIELD EDUCATION CENTER. THE ASSETS CONSIST OF AIRPLANES, EXHIBITS AND OTHER COLLECTIONS. IT IS NOT PRACTICIAL TO ESTIMATE THE FAIR MARKET VALUE OF THE ASSETS AND, AS SUCH, THEY HAVE NOT BEEN CAPITALIZED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. COLLECTIONS AND EXHIBITS ACQUIRED SINCE JANUARY 1, 2006 HAVE BEEN CAPITALIZED AND ARE RECORDED AT FAIR VALUE AS OF THE DATE CONTRIBUTED OR AT COST, IF PURCHASED. DUE TO THEIR NATURE, EXHIBITS AND COLLECTIONS ARE NOT DEPRECIATED. UPON THE DEACCESSION OF COLLECTIONS AND EXHIBITS, THE TRUST'S POLICY IS TO USE THOSE PROCEEDS FOR THE ACQUISITION OF NEW COLLECTION ITEMS AND THE DIRECT CARE OF EXISTING COLLECTIONS. DIRECT CARE COSTS INCLUDE COSTS THAT ENHANCE THE LIFE, USEFULNESS OR QUALITY OF THE TRUST'S COLLECTION AND PROVIDE A BENEFIT TO THE TRUST'S COLLECTION. |
| PART X, LINE 2: | EXCERPT FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE TRUST RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT IS MORE LIKELY THAN NOT TO BE REALIZED UPON ULTIMATE SETTLEMENT. THE TRUST RECOGNIZED INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS, IF ANY, IN OTHER EXPENSES. THE TRUST HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2021 AND 2020. THE TAX YEARS THAT REMAIN OPEN FOR EXAMINATION BY THE APPROPRIATE TAXING AUTHORITIES FOR THE TRUST AS OF DECEMBER 31, 2021 ARE 2020, 2019, AND 2018, GENERALLY THREE YEARS FROM THE DATE THE RETURN WAS FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT INCOME NETTED WITH OFFSETTING EXPENSES -14,210. FUNDRAISING INCOME NETTED WITH OFFSETTING EXPENSES 32,037. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST RECEIVABLE ON EMPLOYER RETENTION CREDIT 1,374. ROUNDING 1. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT INCOME NETTED WITH OFFSETTING EXPENSES -14,210. FUNDRAISING INCOME NETTED WITH OFFSETTING EXPENSES 32,037. EMPLOYER RETENTION CREDIT REDUCTION IN WAGES 149,095. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LET'S TAKE FLIGHT | Event1Nm |
| Gross Receipts Event1 | $94,355 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $41,555 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,800 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $11,875 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $7,783 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $9,228 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,151 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $94,355 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $41,555 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,800 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $11,875 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $7,783 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,228 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,151 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,037 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,763 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| GENERAL GEORGE C. MARSHALL PUBLIC LEADERSHIP AWARD PAID TO THE INDIVIDUAL, ELIZABETH FITZGERALD. | 1 | $3,300 | CASH |
| MARSHALL YOUTH LEADERSHIP AWARD - SCHOLARSHIP PAID DIRECTLY TO THE COLLEGE | 1 | $3,300 | CASH |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PEARSON | PersonNm |
| Title | FORMER CEO | TitleTxt |
| Base Compensation Filing Org | $40,982 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,086 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,251 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $46,319 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION COMMITTEE SURVEYS THE COMPENSATION OF SIMILAR SIZED ORGANIZATIONS AND REVIEWS AND MAKES PROPOSALS. THIS IS REVIEWED BY THE BOARD BEFORE A WRITTEN COMPENSATION CONTRACT IS AWARDED. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| STACEY GRAHAM | |||
| TENANT - LANDLORD | $18,360 | RENTAL OF PROPERTY | 0 |
| KIM CAPELOTO | |||
| BANK | WE BANK AT RIVERVIEW BANK WHERE MR. CAPELOTO IS A VICE PRESIDENT. | 0 | |
| JOAN CAVANAGH | |||
| TENANT - LANDLORD | $18,360 | RENTAL OF PROPERTY | 0 |
| MICHELLE THOR | |||
| BANK | MICHELLE THOR WORKS AT COLUMBIA CREDIT UNION WHERE WE HAVE AN ACCOUNT. | 0 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERE IS AN ATTORNEY ON THE BOARD AND IT IS POSSIBLE THEY MAY HAVE HAD RELATIONSHIPS WITH OTHER BOARD MEMBERS, BUT WE ARE NOT AWARE OF ANY. THERE IS ALSO A BANKER ON THE BOARD WHO MAY HAVE A RELATIONSHIP WITH OTHER BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 8B | 2021 WAS A YEAR OF TRANSITION AND ALMOST NO MINUTES WERE KEPT FOR ANY COMMITTEE MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN PREPARER PROVIDES A DRAFT FORM 990. DRAFT COPIES OF THE RETURN WILL BE EMAILED TO ALL THE BOARD MEMBERS WHO WILL THEN HAVE A CHANCE TO COMMENT AND ASK QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST FORM IS SENT TO BOARD MEMBERS YEARLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWS CEO COMPENSATION FROM LIKE NON-PROFIT ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, DOCUMENTS WILL BE PROVIDED. |
| FORM 990, PART XI, LINE 9: | EMPLOYEE RETENSION CREDIT ADJUSTMENT -149,096. EMPLOYEE RETENSION CREDIT INTEREST -1,374. |
| FORM 990, PART XII, LINE 2C | AUDIT COMMITTEE: THERE HAS BEEN NO CHANGE IN THE PROCESS OF OVERSEEING OR SELECTING OUTSIDE AUDITORS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY DEVELOPMENT LLC | ||||||||
| 750 ANDERSON STREET | VANCOUVER | WA | 98661 | REAL ESTATE HOLDING | WA | $100,384 | $2,197,142 | VANCOUVER NATIONAL HISTORIC RESERVE TRUST |
| PROVIDENCE ACADEMY LLC | ||||||||
| 750 ANDERSON STREET | VANCOUVER | WA | 98661 | REAL ESTATE HOLDING | WA | $572,922 | $9,709,740 | VANCOUVER NATIONAL HISTORIC RESERVE TRUST |