2025-07-18T13:32:55-05:00 2024-12-31 930954337 TALBOT KORVOLA & WARWICK LLP 14945 SW SEQUOIA PKWY STE 150 PORTLAND OR 97224 990 2024-01-01 911937645 VANCOUVER NATIONAL HISTORIC RESERVE TRUST VANC 3609921800 750 ANDERSON ST VANCOUVER WA 986613855 TEMPLE LENTZ PRESIDENT 3609921800 2025-07-03 1 1 JASON R ORME P00295966 5032742849 X 2024 2025-03-06 01:10:19Z THE HISTORIC TRUST TEMPLE LENTZ 750 ANDERSON ST VANCOUVER WA 986613855 5839148 0 X WWW.THEHISTORICTRUST.ORG X 1998 WA THE TRUST INSPIRES CIVIC PRIDE AND ECONOMIC VITALITY THROUGH EDUCATION, PRESERVATION AND CELEBRATION OF OUR COMMUNITY'S HISTORY. 13 12 24 20 0 0 427962 1085009 3914357 4235185 1804243 306412 65291 32849 6211853 5659455 270851 12000 0 0 1569038 1814553 0 0 206867 2894394 3188560 4734283 5015113 1477570 644342 17977862 21093144 777029 3117156 17200833 17975988 X TO INSPIRE CIVIC PRIDE AND ECONOMIC VITALITY THROUGH EDUCATION, PRESERVATION AND CELEBRATION OF OUR HISTORY. 0 0 2310886 3749622 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. 212000 12000 200000 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. 26231 6986 PROGRAMS, PARTNERSHIPS, AND EDUCATION:THE TRUST PROVIDES PROGRAMMING FOR THE GENERAL PUBLIC THROUGH PARTNERSHIPS WITH HUMANITIES WASHINGTON, VBMA (VANCOUVER BARRACKS MILITARY ASSOCIATION), AND OTHER COMMUNITY GROUPS. THE PROGRAMMING TOPICS RANGE FROM ARCHITECTURE, MUSIC, POLITICS, PHILOSOPHY, MILITARY, AND HISTORY. 1783135 311426 1783135 311426 4332252 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 1 40 0 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 WA OR X X X TEMPLE LENTZ CEO 3609921800 750 ANDERSON ST VANCOUVER WA 98661 JOHN DEEDER TRUSTEE 1.00 X 0 0 0 LINDA GLOVER CHAIR 1.00 X X 0 0 0 PAUL CHRISTENSEN TRUSTEE 1.00 X 0 0 0 BRUCE HAGENSEN TRUSTEE 1.00 X 0 0 0 LARRY SMITH TRUSTEE 1.00 X 0 0 0 ALBERT SCHLOTFELDT TRUSTEE 1.00 X 0 0 0 MICHELLE THOR TRUSTEE 1.00 X 0 0 0 STEVE SAVAGE TREASURER 1.00 X X 0 0 0 ELIZABETH HOLMES VICE CHAIR 1.00 X X 0 0 0 MICHAEL WALKER TRUSTEE 1.00 X 0 0 0 BILL OMAN TRUSTEE 1.00 X 0 0 0 JULIE GARVER TRUSTEE 1.00 X 0 0 0 BRENDA ALLING SECRETARY 1.00 X X 0 0 0 EILEEN TEMPLE LENTZ CEO 40.00 X 158838 0 24553 158838 0 24553 1 0 1 0 DISTINCTIVE LANDSCAPING 16620 NE 72ND AVE VANCOUVER WA 98686 LANDSCAPING SERVICES 173815 1 23250 1061759 23282 1085009 HISTORIC PROPERTY RENT 531310 3450882 3450882 PROVIDENCE 531310 784303 784303 4235185 281776 281776 204329 179693 24636 24636 24636 MISCELLANEOUS RELATED 531390 32849 32849 32849 5659455 4268034 0 306412 12000 12000 164992 81259 30523 53210 1291423 1115929 87428 88066 91689 75487 7573 8629 116032 93681 9083 13268 150417 126823 10337 13257 29043 29043 16193 14538 1655 62454 11772 50682 341256 233411 106145 1700 35281 33301 326 1654 7431 5118 1255 1058 13007 4002 7255 1750 436890 436640 250 9245 5549 3227 469 15408 4764 10644 86 86 205886 202952 2934 116358 84620 31738 REPAIRS 968927 968927 MASTER LEASE PAYMENTS 616274 616274 BANK CHARGES, MEMBERSHI 123112 23329 93975 5808 EQUIPMENT RENTAL 71495 45095 24950 1450 120214 107738 8227 4249 5015113 4332252 475994 206867 631822 173965 4127707 5602146 277220 30905 85291 11968474 1112019 10927613 10856455 1948156 2033112 65344 2311270 17977862 21093144 302853 378915 135758 172401 338418 2565840 777029 3117156 X 13859871 13919902 3340962 4056086 17200833 17975988 17977862 21093144 644342 130813 0 X X 0 1 X 1 0 X 832121 649357 2436559 427962 1085009 5431008 832121 649357 2436559 427962 1085009 5431008 176476 5254532 45064 38389 50458 193013 281776 608700 3564 52800 56364 6096072 19669785 0.86200 0.83450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18300 X X 0 551635 56743 28420 579958 508511 72291 29167 551635 645044 -102323 34210 508511 596412 84051 35419 645044 811252 57228 230000 42068 596412 0 0 3743851 3743851 7915120 1002147 6912973 135852 109872 25980 173651 173651 10856455 RIGHTS OF USE ASSETS 2292970 COLLECTIONS 18300 2311270 SECURITY DEPOSITS 217810 OPERATING LEASE PAYABLE ROU 2293540 SPLIT INTEREST LIABILITY 54490 2565840 X 5778496 130813 130813 5647683 11772 11772 5659455 5003341 0 5003341 11772 11772 5015113 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 WERE USED IN THE TRUST'S AVIATION EDUCATION PROGRAMS AND AT THE PEARSON FIELD EDUCATION CENTER. THE ASSETS CONSISTED OF AIRPLANES, EXHIBITS AND OTHER COLLECTIONS. IT WAS NOT PRACTICIAL TO ESTIMATE THE FAIR MARKET VALUE OF THE ASSETS AND, AS SUCH, THEY WERE NOT BEEN CAPITALIZED. COLLECTIONS AND EXHIBITS ACQUIRED SINCE JANUARY 1, 2006 WERE CAPITALIZED AND RECORDED AT FAIR VALUE AS OF THE DATE CONTRIBUTED OR AT COST, IF PURCHASED. DUE TO THEIR NATURE, EXHIBITS AND COLLECTIONS WERE 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. EFFECTIVE JANUARY 2023, MANAGEMENT OF THIS PROGRAM AND ALL RELATED ASSETS WERE TRANSITIONED TO AIRWAY SCIENCE FOR KIDS. IN JUNE 2024, THE OREGON HISTORICAL SOCIETY TRANSFERRED OWNERSHIP OF FURNITURE TO THE TRUST WHICH HAD BEEN ON LOAN AND EXHIBITED ON-SITE SINCE FEBRUARY 1988. THE COLLECTION INCLUDED SOFAS AND MIRRORS AMONG OTHER FURNITURE AND WAS RECORDED AT FAIR MARKET VALUE AS OF THE DATE CONTRIBUTED. PART X, LINE 2: EXCERPT FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS: THE TRUST IS ORGANIZED AS A WASHINGTON NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) QUALIFYING TO RECEIVE DEDUCTIBLE CHARITABLE CONTRIBUTIONS AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE TRUST IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE TRUST HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT BELIEVES THAT THE TRUST HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE TRUST WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE TRUST'S FORM 990 AND OTHER INCOME TAX FILINGS REQUIRED BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES ARE NO LONGER SUBJECT TO EXAMINATION FOR YEARS BEFORE 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH OFFSETTING INCOME 11,772. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH OFFSETTING INCOME 11,772. 1 GENERAL GEORGE C. MARSHALL PUBLIC LEADERSHIP AWARD PAID TO THE INDIVIDUAL, ANA KAREN BETANCORT MAIAS OF LATINO LEADERSHIP NW. 1 3500 CASH MARSHALL YOUTH LEADERSHIP AWARD - SCHOLARSHIP TO SOPHIA WADE OF CAMAS HIGH SCHOOL. 1 3500 CASH MARSHALL YOUTH LEADERSHIP AWARD SCHOLARSHIPS - $1000 EACH TO 5 INDIVIDUALS 5 5000 CASH X X X X 0 0 0 0 0 0 0 0 0 EILEEN TEMPLE LENTZ CEO 158838 0 0 0 0 0 9796 0 14757 0 183391 0 0 0 MICHELLE THOR BANK MICHELLE THOR WORKS AT COLUMBIA CREDIT UNION WHERE WE HAVE AN ACCOUNT. 0 ALBERT SCHLOTFELDT ATTORNEY MAY HAVE BUSINESS RELATIONSHIPS WITH OTHER MEMBERS OF WHICH WE ARE NOT AWARE 0 X 9 18300 FAIR MARKET VALUE 0 1 0 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 B, LINE 11B WE WILL DIGITALLY DISTRIBUTE A DRAFT VERSION OF THE 990 TO ALL BOARD MEMBERS WITH A REQUEST FOR THEM TO REVIEW AND SUBMIT ANY QUESTIONS TO US PRIOR TO THE RETURNS BEIING FINALIZED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C WE COLLECT CONFLICT OF INTEREST FORMS FROM EACH BOARD MEMBER ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS COMPENSATION FOR CEO AND OTHER HIGHLY PAID EMPLOYEES WITH LIKE NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, DOCUMENTS WILL BE PROVIDED. 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. PROVIDENCE ACADEMY LLC 750 ANDERSON STREET VANCOUVER WA 98661 REAL ESTATE HOLDING WA 766213 11112155 VANCOUVER NATIONAL HISTORIC RESERVE TRUST