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ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES (EIN 54-0568800)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202141349349303154
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T10:41:54-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541631262PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEITERSTEPHENSHURSTGARY & SHREAVESPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14401 DOMINION BLVDAddressLine1Txt
CityGLEN ALLENCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23060ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN540568800EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION FOR THE PRESERVATION OF VABusinessNameLine1Txt
Business Name Line2ANTIQUITIESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone8046481889PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 W FRANKLIN STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH KOSTELNYPersonNm
Person TitleCEOPersonTitleTxt
Phone8046481889PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYME MIKAPreparerPersonNm
PTINP00852731PTIN
Phone8047470000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1PRESERVATION VIRGINIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMRS PATTI LOUGHRIDGEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 W FRANKLIN STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23220ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,794,660GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PRESERVATIONVIRGINIA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1898FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee172TotalEmployeeCnt
Total Volunteers58TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,308,947PYContributionsGrantsAmt
CY Contributions Grants$1,683,509CYContributionsGrantsAmt
PY Program Service Revenue$1,386,370PYProgramServiceRevenueAmt
CY Program Service Revenue$1,056,079CYProgramServiceRevenueAmt
PY Investment Income$403,595PYInvestmentIncomeAmt
CY Investment Income-$260,066CYInvestmentIncomeAmt
PY Other Revenue$445,573PYOtherRevenueAmt
CY Other Revenue$314,367CYOtherRevenueAmt
PY Total Revenue$4,544,485PYTotalRevenueAmt
CY Total Revenue$2,793,889CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,140,471PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,492,807CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$62,004PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$12,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$206,563CYTotalFundraisingExpenseAmt
PY Other Expenses$1,845,242PYOtherExpensesAmt
CY Other Expenses$1,447,261CYOtherExpensesAmt
PY Total Expenses$4,047,717PYTotalExpensesAmt
CY Total Expenses$3,952,068CYTotalExpensesAmt
PY Revenues Less Expenses$496,768PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,158,179CYRevenuesLessExpensesAmt
Total Assets BOY$24,740,804TotalAssetsBOYAmt
Total Assets EOY$24,139,149TotalAssetsEOYAmt
Total Liabilities BOY$1,526,672TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,801,035TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$23,214,132NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,338,114NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,269,659ExpenseAmt
Revenue$443,032RevenueAmt
DescSTATEWIDE PRESERVATIONHISTORY & MISSION: THE ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES D/B/A PRESERVATION VIRGINIA, A PRIVATE NON-PROFIT ORGANIZATION AND STATEWIDE HISTORIC PRESERVATION LEADER FOUNDED IN 1889, IS DEDICATED TO INSPIRING AND ENGAGING THE PUBLIC IN FOSTERING, SUPPORTING AND SUSTAINING VIRGINIA'S HISTORIC PLACES THROUGH LEADERSHIP IN ADVOCACY, EDUCATION, REVITALIZATION AND STEWARDSHIP. IN PURSUING THIS MISSION, WE ENVISION A FUTURE IN WHICH PEOPLE SEEK A MORE COMPLETE AND MORE INCLUSIVE UNDERSTANDING OF THE PAST, VALUE THE CONNECTIONS BETWEEN PEOPLE AND PLACES, AND SUPPORT THE PROTECTION OF PLACES WHERE HISTORY HAPPENED.STATEWIDE PROGRAMS AND SERVICES: PRESERVATION VIRGINIA'S STRATEGIC PLAN'S GOAL IS TO MAKE A DIFFERENCE BY WORKING WITHIN THE ORGANIZATION AND WITH COLLABORATORS AND ALLIES TO ENSURE THAT VIRGINIA'S HISTORIC PLACES REFLECT THE DIVERSITY OF PERSPECTIVES ABOUT THAT HISTORY. THROUGH THE PROMOTION OF MODEL PROGRAMS AND BEST PRACTICES, WE SEEK TO SUPPORT THE WORK OF OTHER INDIVIDUALS AND ORGANIZATIONS TO SHARE HONEST AND TRUTHFUL STORIES OF THE PAST. THROUGH 1) ETHICAL AND STRATEGIC DECISION MAKING; 2) ENSURING FINANCIAL SUSTAINABILITY; 3) EXPANDING THE KNOWLEDGE BASE AND 4) THROUGH DIRECT ACTION AND COLLABORATION WITH DIVERSE RANGE OF PARTNERS AND ALLIES, PRESERVATION VIRGINIA SEEKS TO INCREASE RECOGNITION FOR THE VALUE OF HISTORY AND HISTORIC PRESERVATION.HERITAGE TOURISM - PRESERVATION VIRGINIA PROVIDES INTERPRETIVE AND EDUCATIONAL PROGRAMMING AT HISTORIC JAMESTOWNE, SCOTCHTOWN, THE HANOVER COUNTY HOME OF PATRICK HENRY, REVOLUTIONARY SPOKESMAN AND FIRST VIRGINIA GOVERNOR; THE HOME OF CHIEF JUSTICE JOHN MARSHALL IN RICHMOND; BACON'S CASTLE, VIRGINIA'S OLDEST DATABLE BRICK RESIDENCE IN SURRY; AND THE OLD CAPE HENRY LIGHTHOUSE, THE FIRST FEDERAL PUBLIC WORKS PROJECT UNDER PRESIDENT WASHINGTON, IN VIRGINIA BEACH. OF THE CURRENT PROPERTIES, SIX ARE DESIGNATED AS NATIONAL HISTORIC LANDMARKS AND OTHER ARE VIRGINIA OR NATIONAL REGISTER PROPERTIES.SHARING RESOURCES - ALONG WITH INTERPRETIVE PROGRAMS, PRESERVATION VIRGINIA PROVIDES EDUCATIONAL OFFERINGS FOR PRESERVATION/MUSEUM PROFESSIONALS AND VOLUNTEERS, AS WELL AS OWNERS OF HISTORIC PROPERTIES. PRESERVATION VIRGINIA PROVIDES TECHNICAL ASSISTANCE TO INDIVIDUALS AND COMMUNITY GROUPS ABOUT MATERIALS, TECHNIQUES AND STRATEGIES TO ENSURE THE PRESERVATION OF HISTORIC STRUCTURES, LANDSCAPES, ARCHAEOLOGICAL SITES AND NEIGHBORHOODS. WE SPONSOR WORKSHOPS, CONFERENCES, WEBINARS AND POST EDUCATIONAL BLOGS TO GROW AWARENESS AND CAPACITY. WE ANNOUNCE AN ANNUAL LIST OF ENDANGERED SITES AND SUPPORT COMMUNITIES IN THEIR EFFORTS TO PROTECT THE DIVERSITY OF VIRGINIA'S HISTORIC PLACES. PRESERVATION VIRGINIA UNDERTAKES ECONOMIC IMPACT STUDIES OF HERITAGE TOURISM, HISTORIC TAX CREDITS AND OTHER INITIATIVES TO HELP COMMUNITIES MAKE THE CASE FOR PRESERVING HISTORIC PLACES AND DEPLOYING HISTORIC PRESERVATION TOOLS. OUR PRESERVATION INITIATIVES DEPARTMENT HELPS LOCAL COMMUNITIES DEVELOP STRATEGIES. WITH THOSE PARTNERS, WE FORM COALITIONS AND NETWORKS TO GROW AWARENESS OF SOLUTIONS THAT WILL PRESERVE HISTORIC PLACES WHILE ALLOWING FOR GROWTH. ORGANIZATION: GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES, PRESERVATION VIRGINIA IS MANAGED BY A PROFESSIONAL STAFF BASED IN RICHMOND, AT HISTORIC JAMESTOWNE, AND IN DANVILLE. PRESERVATION VIRGINIA HAS ALMOST 3000 MEMBER HOUSEHOLDS ACROSS THE COMMONWEALTH OF VIRGINIA AND THE NATION. IN ADDITION, HUNDREDS OF VOLUNTEERS HELP SUPPORT PROPERTIES AND EDUCATIONAL PROGRAMS IN THEIR COMMUNITIES AND ON BEHALF OF PRESERVATION VIRGINIA.ECONOMIC & EDUCATIONAL BENEFITS: ANNUALLY, NEARLY 550,000 INDIVIDUALS PARTICIPATED IN PRESERVATION VIRGINIA PROGRAMS ACROSS THE COMMONWEALTH. THIS PROVIDES ECONOMIC BENEFITS BY SUPPORTING VIRGINIA'S HERITAGE TOURISM INDUSTRY AND PROMOTING HISTORIC PRESERVATION AS AN ECONOMIC DRIVER. OUR WORK WITH A DIVERSE GROUP OF ALLIES HELPS INCREASE LOCAL EFFORTS AND IMPACT. A GROWING STATEWIDE EDUCATION INITIATIVE THROUGH IN-PERSON AND VIRTUAL PROGRAMS IS REACHING TENS OF THOUSANDS OF STUDENTS, LIFELONG LEARNERS, COMMUNITY AND ELECTED LEADERS.REVOLVING FUND: IN 1999, RECOGNIZING PRESERVATION VIRGINIA'S SPECIAL EXPERTISE, THE GENERAL ASSEMBLY VOTED TO TRANSFER THE VIRGINIA HISTORIC PROPERTIES REVOLVING FUND TO PRESERVATION VIRGINIA EXPANDING OUR EFFORTS TO PROTECT AND PRESERVE PUBLICLY SIGNIFICANT HISTORIC PROPERTIES THROUGH ACQUISITION AND RESALE. SINCE THEN, PRESERVATION VIRGINIA SAVED MORE THAN 60 HISTORIC PROPERTIES, PRESERVING THIS HISTORIC FABRIC OF COMMUNITIES AND RETURNING THESE STRUCTURES TO A VIABLE ECONOMIC RESOURCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,004,640ExpenseAmt
Revenue$616,147RevenueAmt
DescHISTORIC JAMESTOWNETHE FIRST PERMANENT ENGLISH SETTLEMENT IN NORTH AMERICA WAS AT JAMESTOWN, VIRGINIA. PRESERVATION VIRGINIA HAS PRESERVED AND INTERPRETED THIS SITE SINCE 1893. IN 1994, PRESERVATION VIRGINIA BEGAN JAMESTOWN REDISCOVERY, AN ARCHAEOLIGICAL PROJECT THAT WOULD FIND IF ANY REMAINS OF THE 1607 JAMES FORT WERE STILL IN EXISTANCE. IN ANTICIPATION OF THE 400TH ANNIVERSARY OF JAMESTOWN'S FOUNDING IN 2007, PRESERVATION VIRGINIA AND THE NATIONAL PARKS SERVICE (CO-STEWARDS OF HISTORIC JAMESTOWNE SINCE THE 1930S) CREATED PROGRAMS AND RESOURCES TO SHARE MORE ABOUT THIS IMPORTANT HISTORIC SITE, AND ITS LEGACY ON OUR MODERN WORLD. THIS INCLUDES ONGOING RESEARCH, MUSEUM AND EDUCATIONAL FACILITIES, EXHIBITS, AND ON-LINE RESOURCES. THESE CREATE A LASTING LEGACY FOR 2007 AND GENERATIONS TO COME. FOLLOWING ARE KEY PROJECTS AT HISTORIC JAMESTOWNE.PUBLIC AND EDUCATIONAL PROGRAMS: GIVEN THE ENORMOUS APPEAL AND GLOBAL DEMAND, HISTORIC JAMESTOWNE WILL EXPAND ITS PUBLIC PROGRAMS TO INCLUDE: THE ONGOING JAMESTOWN REDISCOVERY ARCHAEOLOGICAL EXCAVATION AND COLLECTIONS RESEARCH; THE FIELD SCHOOL; EXTENSIVE FORENSIC, GENEALOGICAL AND BIOGRAPHICAL RESEARCH ON THE SETTLERS AND THEIR FAMILIES; ONGOING PUBLICATIONS; DOCUMENTARIES AND FILMS; TOUR PROGRAMS; EDUCATIONAL PROGRAMS FOR PRIMARY AND SECONDARY STUDENTS AND TEACHER TRAINING INSTITUTES; RESOURCES FOR GRADUATE STUDENTS AND LIFELONG LEARNERS.ENDOWMENT FOR THE FUTURE: CREATING THE RIGHT LEGACY FOR HISTORIC JAMESTOWNE REMAINS THE PRIMARY OBJECTIVE OF ALL THOSE INVOLVED IN IMPLEMENTING THE MASTER PLAN. SUSTAINING THE LEGACY IN THE FUTURE IS EVERY BIT AS CRUCIAL FOR FUTURE GENERATIONS. HISTORIC JAMESTOWNE WILL REQUIRE BOTH GENERAL AND SPECIFIC ENDOWMENT FUNDS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,274,299TotalProgramServiceExpensesAmt
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 AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document64IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee172EmployeeCnt
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
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
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
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8046481889PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 WEST FRANKLIN STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23220ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
MR JIM HORN
COO50.00Yes (X)$176,704$0$18,725
MS ELIZABETH S KOSTELNY
SECRETARY, EX OFFICIO50.00$141,333$0$16,348Yes (X)Yes (X)
MR WILLIAM KELSO
EMERITUS DIR ARCHAEOLOGY40.00Yes (X)$118,601$0$4,881
MS DENISE KELLOGG
DIR DEVELOPMENT JRF50.00Yes (X)$111,000$0$3,077
CHIEF EMERITUS KENNETH ADAMS
BOARD MEMBER1.00$0$0$0Yes (X)
MR COREY CLAYBORNE
BOARD MEMBER1.00$0$0$0Yes (X)
MS ANNE GEDDY CROSS
BOARD MEMBER1.00$0$0$0Yes (X)
MS AUDREY P DAVIS
BOARD MEMBER1.00$0$0$0Yes (X)
MS MARAL KALBIAN
BOARD MEMBER1.00$0$0$0Yes (X)
MRS NORMAN J MARKS
BOARD MEMBER1.00$0$0$0Yes (X)
MR R LATANE MONTAGUE IV
BOARD MEMBER1.00$0$0$0Yes (X)
MS HELEN REVELEY
BOARD MEMBER1.00$0$0$0Yes (X)
MR JEFF STODGHILL
BOARD MEMBER1.00$0$0$0Yes (X)
MR C HOBSON GODDIN
HONARY TRUSTEE1.00$0$0$0Yes (X)
MR JOHN H GUY IV
HONARY TRUSTEE1.00$0$0$0Yes (X)
MR WILLIAM B KERKAM III
HONARY TRUSTEE1.00$0$0$0Yes (X)
MRS GENEVIEVE PL KELLER
CHAIR1.00$0$0$0Yes (X)Yes (X)
MR RONALD L HURST
VICE CHAIR1.00$0$0$0Yes (X)Yes (X)
MR TRIP POLLARD
VICE CHAIR1.00$0$0$0Yes (X)Yes (X)
MR GARY OMETER
TREASURER1.00$0$0$0Yes (X)Yes (X)
MS PATRICIA LOUGHRIDGE
IMMEDIATE PAST CHAIR1.00$0$0$0Yes (X)Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$547,638TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$43,031TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,683,509AllOtherContributionsAmt
Noncash Contributions$25,070NoncashContributionsAmt
Total Contributions$1,683,509TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS900099$882,652$882,652
FREE COLLECTION SERVICE900099$82,766$82,766
RESTORATION SERVICES900099$37,844$37,844
PROGRAM AND EVENT REVENUE900099$33,452$33,452
FOOD SERVICE900099$19,365$19,365
FieldValueIRS element (for citing)
Total Program Service Revenue$1,056,079TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$312,592TotalRevenueColumnAmt
Exclusion$312,592ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,061TotalRevenueColumnAmt
Exclusion$2,061ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$34,900RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$8,938RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$25,962RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,962TotalRevenueColumnAmt
Exclusion$25,962ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,122,974SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,695,632SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$572,658SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$572,658TotalRevenueColumnAmt
Exclusion-$572,658ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$579,445GrossSalesOfInventoryAmt
Cost Of Goods Sold$296,201CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$283,244TotalRevenueColumnAmt
Exclusion$283,244ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$3,100TotalRevenueColumnAmt
Related Or Exempt Func Income$3,100RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,100OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,793,889TotalRevenueColumnAmt
Related Or Exempt Func Income$1,059,179RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$51,201ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$166,450TotalAmt
Program Services$108,192ProgramServicesAmt
Management And General$24,968ManagementAndGeneralAmt
Fundraising$33,290FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,895,216TotalAmt
Program Services$1,510,154ProgramServicesAmt
Management And General$288,087ManagementAndGeneralAmt
Fundraising$96,975FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,433TotalAmt
Program Services$22,916ProgramServicesAmt
Management And General$5,945ManagementAndGeneralAmt
Fundraising$572FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$178,963TotalAmt
Program Services$142,679ProgramServicesAmt
Management And General$28,346ManagementAndGeneralAmt
Fundraising$7,938FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$222,745TotalAmt
Program Services$193,443ProgramServicesAmt
Management And General$22,062ManagementAndGeneralAmt
Fundraising$7,240FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,788TotalAmt
Program Services$1,722ProgramServicesAmt
Management And General$7,066ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,760TotalAmt
Program Services$4,600ProgramServicesAmt
Management And General$30,160ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Fundraising$12,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,185TotalAmt
Management And General$13,185ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$156,677TotalAmt
Program Services$143,168ProgramServicesAmt
Management And General$12,774ManagementAndGeneralAmt
Fundraising$735FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$89,823TotalAmt
Program Services$58,207ProgramServicesAmt
Management And General$8,301ManagementAndGeneralAmt
Fundraising$23,315FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$53,878TotalAmt
Program Services$39,029ProgramServicesAmt
Management And General$6,622ManagementAndGeneralAmt
Fundraising$8,227FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$163,192TotalAmt
Program Services$156,019ProgramServicesAmt
Management And General$6,425ManagementAndGeneralAmt
Fundraising$748FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$60,765TotalAmt
Program Services$58,776ProgramServicesAmt
Management And General$921ManagementAndGeneralAmt
Fundraising$1,068FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,539TotalAmt
Program Services$6,539ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$432,709TotalAmt
Program Services$432,709ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BUILDING MAINTENANCE$208,821$208,387$434
OTHER OPERATING EXPENSE$143,213$132,908$4,602$5,703
AUTOMOBILE EXPENSES$38,769$28,786$6,228$3,755
ARCHAEOLOGY$20,362$20,362

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15,780TotalAmt
Program Services$5,703ProgramServicesAmt
Management And General$5,080ManagementAndGeneralAmt
Fundraising$4,997FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,952,068TotalAmt
Program Services$3,274,299ProgramServicesAmt
Management And General$471,206ManagementAndGeneralAmt
Fundraising$206,563FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$318,279BOYAmt
EOY$460,538EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$89,458BOYAmt
EOY$10,974EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$483,925BOYAmt
EOY$531,457EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$371,411BOYAmt
EOY$323,343EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$41,716BOYAmt
EOY$23,297EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,914,904LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,008,058LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,944,797BOYAmt
EOY$9,906,846EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,588,998BOYAmt
EOY$11,668,912EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$902,220BOYAmt
EOY$1,213,782EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,740,804BOYAmt
EOY$24,139,149EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$401,487BOYAmt
EOY$264,569EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$102,260BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,022,925BOYAmt
EOY$1,536,466EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,526,672BOYAmt
EOY$1,801,035EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,959,004BOYAmt
EOY$14,715,229EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,255,128BOYAmt
EOY$7,622,885EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,214,132BOYAmt
EOY$22,338,114EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,740,804BOYAmt
EOY$24,139,149EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,158,179ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$296,471NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$14,310OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,618,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,324,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,171,433CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,308,947CurrentTaxYearMinus1YearAmt
Current Tax Year$1,683,509CurrentTaxYearAmt
Total$9,106,216TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,410,400CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,422,167CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,343,169CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,216,173CurrentTaxYearMinus1YearAmt
Current Tax Year$1,635,524CurrentTaxYearAmt
Total$11,027,433TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,028,557CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,746,337CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,514,602CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,525,120CurrentTaxYearMinus1YearAmt
Current Tax Year$3,319,033CurrentTaxYearAmt
Total$20,133,649TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,248CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,173CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,144CurrentTaxYearMinus1YearAmt
Current Tax Year$34,532CurrentTaxYearAmt
Total$221,365TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,248CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,173CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,144CurrentTaxYearMinus1YearAmt
Current Tax Year$34,532CurrentTaxYearAmt
Total$221,365TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$19,912,284PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$354,649CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$348,163CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$358,267CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$453,808CurrentTaxYearMinus1YearAmt
Current Tax Year$349,553CurrentTaxYearAmt
Total$1,864,440TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$354,649CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$348,163CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$358,267CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$453,808CurrentTaxYearMinus1YearAmt
Current Tax Year$349,553CurrentTaxYearAmt
Total$1,864,440TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,351CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,689CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,624CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,824CurrentTaxYearMinus1YearAmt
Current Tax Year$3,100CurrentTaxYearAmt
Total$41,588TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,391,557CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,096,189CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,878,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,001,752CurrentTaxYearMinus1YearAmt
Current Tax Year$3,671,686CurrentTaxYearAmt
Total$22,039,677TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90350PublicSupportCY509Pct
Public Support PY5090.90500PublicSupportPY509Pct
Investment Income CY0.08460InvestmentIncomeCYPct
Investment Income PY0.08300InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$25,000DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$25,000TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,278,158BeginningYearBalanceAmt
Contributions$250ContributionsAmt
Investment Earnings Or Losses$18,213InvestmentEarningsOrLossesAmt
Administrative Expenses$149,409AdministrativeExpensesAmt
End Year Balance$3,147,212EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,264,903BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$159,089InvestmentEarningsOrLossesAmt
Administrative Expenses$146,334AdministrativeExpensesAmt
End Year Balance$3,278,158EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,265,276BeginningYearBalanceAmt
Contributions$5,000ContributionsAmt
Investment Earnings Or Losses$135,121InvestmentEarningsOrLossesAmt
Administrative Expenses$140,494AdministrativeExpensesAmt
End Year Balance$3,264,903EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,113,371BeginningYearBalanceAmt
Contributions$1,500ContributionsAmt
Investment Earnings Or Losses$285,651InvestmentEarningsOrLossesAmt
Administrative Expenses$135,246AdministrativeExpensesAmt
End Year Balance$3,265,276EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,927,221BeginningYearBalanceAmt
Contributions$280,500ContributionsAmt
Investment Earnings Or Losses$32,547InvestmentEarningsOrLossesAmt
Administrative Expenses$126,897AdministrativeExpensesAmt
End Year Balance$3,113,371EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.76000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.24000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,083,192OtherCostOrOtherBasisAmt
Book Value$3,083,192BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,256,837OtherCostOrOtherBasisAmt
Depreciation$3,161,113DepreciationAmt
Book Value$6,095,724BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,543,301OtherCostOrOtherBasisAmt
Depreciation$815,371DepreciationAmt
Book Value$727,930BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,574OtherCostOrOtherBasisAmt
Depreciation$31,574DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,906,846TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
REVOLVING FUND HELD IN TRUST FOR THE COMMONWEALTH OF VIRGINIA$923,065
DUE FROM RELEATED ORGANIZATION$290,717
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,213,782TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
SPLIT INTEREST LIABILITY$68,202
LIABILITY UNDER REVOLVING FUND IN TRUST$786,764
PPP LOAN$681,500
FieldValueIRS element (for citing)
Total Liability$1,536,466TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE ORGANIZATION DOES NOT CAPITALIZE COLLECTION ITEMS. HOWEVER, THE ORGANIZATION HAS A POLICY WHEREBY ANY DE-ACCESSIONING PROCEEDS MAY ONLY BE SPENT ON THE ACQUISITION OF COLLECTION ITEMS. THE COLLECTION IS INSURED BY AN ALL-RISK FINE ARTS POLICY FOR AN APPROXIMATE VALUE OF $3,500,000.
PART III, LINE 4:THE COLLECTIONS FALL INTO THREE GROUPS: ACCESSIONED COLLECTIONS, NON-ACCESSIONED COLLECTIONS AND ARCHAEOLOGICAL COLLECTIONS. ACCESSIONED COLLECTIONS ARE THE MAIN COLLECTING FOCUS AND CONSIST OF OBJECTS USED TO INTERPRET PRESERVATION VIRGINIA PROPERTIES TO THE PUBLIC AS WELL AS USED TO DOCUMENT THE HISTORY OF PRESERVATION VIRGINIA AND ITS PROPERTIES. EXAMPLES OF THIS COLLECTION INCLUDE SITE SPECIFIC OBJECTS THAT HAVE A PROVENANCE THAT LINKS THEM DIRECTLY TO AN HISTORIC PROPERTY, DECORATIVE AND FINE ARTS COLLECTIONS, MEMORABILIA COLLECTIONS AND REPRODUCTIONS. NON-ACCESSIONED COLLECTIONS INCLUDE THE ARCHIVAL COLLECTION, THE HISTORIC PHOTOGRAPHS, THE LIBRARY COLLECTION AND THE EDUCATIONAL COLLECTION. THESE COLLECTIONS ARE USED TO ENHANCE THE EDUCATIONAL AND INTERPRETIVE GOALS OF THE MISSION FOR THE PUBLIC. THE ARCHAEOLOGICAL COLLECTION IS A COLLECTION OF MATERIALS FROM SITES IN ACCORDANCE WITH STANDARD ARCHAEOLOGICAL PROFESSIONAL PRACTICES AND ETHICS. ALL OF THE COLLECTIONS ARE USED TO DOCUMENT THE HISTORY OF AN HISTORIC PROPERTY THROUGH INTERPRETATION IN EXHIBITIONS AND THROUGH AVAILABILITY FOR RESEARCH. ALL COLLECTION ITEMS ARE FURTHER INTERPRETED THROUGH EDUCATION PROGRAMMING WHICH MAY BE ON-SITE, THROUGH OUTREACH OR VIA WEB PRODUCTS AT PRESERVATION VIRGINIA'S WEBSITE. PRESERVATION VIRGINIA WILL LOAN OBJECTS FROM THE COLLECTION TO MUSEUMS AND OTHER NON-PROFIT, EDUCATIONAL ORGANIZATIONS FOR THE PURPOSE OF STUDY OR EXHIBITION.
PART X, LINE 2:MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2020 AND 2019. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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 (2 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
MR JIM HORN
COO$176,704$0$0$0$0$0$4,013$0$14,712$0$195,429$0$0$0
MS ELIZABETH S KOSTELNY
SECRETARY, EX OFFICIO$141,333$0$0$0$0$0$4,843$0$11,505$0$157,681$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$25,070NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 WAS FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW AND INPUT ON DRAFT. THEN FORM 990 WAS POSTED ON BOARD REPOSITORY FOR BOARD MEMBER REVIEW. BOARD MEMBERS WERE GIVEN 3 DAYS TO REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CIF A BOARD MEMBER HAS A CONFLICT OF INTEREST THEY ARE RECUSED FROM ANY DECISION MAKING ON AN ISSUE FOR WHICH THEY HAVE A CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE REVIEWS SALARIES BY COMPARING DATA FROM COMPARABLE ORGANIZATIONS IN COMPARABLE POSITIONS TO DETERMINE THE SALARY OF THE EXECUTIVE DIRECTOR. THE DOCUMENTATION FOR ANALYSIS IS SAVED WITH THE FORM 990 SUPPORT INFORMATION. THE TREASURER AND EXECUTIVE DIRECTOR REVIEWED SALARY AND BENEFIT SURVEY INFORMATION FROM COMPARABLE ORGANIZATIONS TO DETERMINE COMPENSATION OF ALL STAFF WHICH REVIEW WAS DISCUSSED AND DOCUMENTED AT THE FINANCE COMMITTEE OVERSEEING THE CURRENT YEAR BUDGET. ALL STAFF HAVE AN ANNUAL REVIEW OF THEIR WORK PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19THE ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES (PRESERVATION VIRGINIA) MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -14,310.
FORM 990, SECTION XI, LINE 2(C):THE PROCEDURE TO OVERSEE THE AUDIT AND SELECT AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JAMESTOWN REDISCOVERY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 WEST FRANKLIN STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23220ZIPCd
FieldValueIRS element (for citing)
EIN472945490EIN
Primary ActivitiesSUPPORT HISTORIC JAMESTOWNEPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 11PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ASSOC FOR PRESERVATION OF VA ANTIQUITIESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JAMESTOWN REDISCOVERY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$928,589InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt