VIRGINIA HISTORICAL SOCIETY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA HISTORICAL SOCIETY (EIN 54-0419452)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-27
- IRS object ID
- 202000589349300020
- Schema version
- 2018v3.1
- 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 J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-27T11:16:33-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540419452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 8043401800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7311 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HEIMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8043401800 | PhoneNum |
| Signature | 2020-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIRGINIA R BELCHER | PreparerPersonNm |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.80.4.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-26 | IPDt |
| IP Tm | 13:19:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA28E24DBE32B49B8D3C805CDF9715C1DB90BEBD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA MUSEUM OF HISTORY & CULTURE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMIE O BOSKET | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7311 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,925,957 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VIRGINIAHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | 501(C)(3) | OtherOrganizationDsc |
| Formation | 1831 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 121 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$73,796 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,528,633 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,298,154 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $418,137 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $660,459 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,436,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,129,811 | CYInvestmentIncomeAmt |
| PY Other Revenue | $618,552 | PYOtherRevenueAmt |
| CY Other Revenue | $695,945 | CYOtherRevenueAmt |
| PY Total Revenue | $10,002,240 | PYTotalRevenueAmt |
| CY Total Revenue | $8,784,369 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,139,222 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,410,170 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $952,189 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,609,126 | PYOtherExpensesAmt |
| CY Other Expenses | $4,797,585 | CYOtherExpensesAmt |
| PY Total Expenses | $8,748,348 | PYTotalExpensesAmt |
| CY Total Expenses | $9,207,755 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,253,892 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$423,386 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,183,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,432,116 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,450,622 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,206,506 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,733,063 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $93,225,610 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. BY COLLECTING, PRESERVING AND INTERPRETING THE COMMONWEALTH'S HISTORY, WE LINK PAST WITH PRESENT AND INSPIRE FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,402,860 | ExpenseAmt |
| Desc | COLLECTIONS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,392,823 | ExpenseAmt |
| Desc | PROGRAMS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,073,560 | ExpenseAmt |
| Desc | RESEARCH | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,869,243 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 121 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 | THE VIRGINIA HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8043401800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 NORTH ARTHUR ASHE BOULEVARD | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23220 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANNE R WORRELL | |||||||
| HONORARY VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENTON S HALSEY | |||||||
| HONORARY VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HERBERT A CLAIBORNE III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R NELSON PHD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINWOOD ALLEN LACY JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY F BYRD III | |||||||
| HONORARY VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CONRAD M HALL | |||||||
| HONORARY VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS G SLATER JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAKOLA ABDULLAH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS G SNEAD JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C SLEDD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTOR K BRANCH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AUSTIN BROCKENBROUGH III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| H FURLONG BALDWIN | |||||||
| HONORARY VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANETTE R CADWALLENDER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| J HARVIE WILKINSON III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANIE EILAND | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT D TAYLOR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY H GOTTWALD | |||||||
| HONORARY VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA K ROYALL PHD | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHARLES L CABELL | |||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PETER F FARRELL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD P CULLEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN S GOODE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LANDON HILLIARD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL B HARPER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEN JOHN P JUMPER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HON ELIZABETH A MCCLANAHAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| G GILMER MINOR III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN B OSBORNE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD F JJ SMITH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON P WEINSTEIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD S HEIMAN | |||||||
| SR. VP OPERATIONS, CFO & TREASURER | 40.00 | $124,400 | $0 | $8,181 | Yes (X) | ||
| JAMIE O BOSKET | |||||||
| PRESIDENT AND CEO | 40.00 | $237,356 | $0 | $3,487 | Yes (X) | ||
| TRACY D SCHNEIDER | |||||||
| VP MARKETING | 40.00 | $121,510 | $0 | $7,065 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $483,266 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,733 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKO BUILDERS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7677 HILL DR | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION | ServicesDesc |
| Compensation | $364,681 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $307,995 | MembershipDuesAmt |
| Government Grants | $37,318 | GovernmentGrantsAmt |
| All Other Contributions | $4,952,841 | AllOtherContributionsAmt |
| Total Contributions | $5,298,154 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| FEES AND ADMISSION | 900099 | $599,938 | $599,938 | |
| PHOTOCOPY SALES | 900099 | $26,657 | $26,657 | |
| ROYALTIES | 900099 | $18,911 | $18,911 | |
| PUBLICATIONS | 900099 | $14,806 | $14,806 | |
| ORNAMENT SALES | 900099 | $147 | $147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $660,459 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $523,268 | TotalRevenueColumnAmt |
| Exclusion | $523,268 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $520,324 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $520,324 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $520,324 | TotalRevenueColumnAmt |
| Exclusion | $520,324 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,606,543 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,606,543 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,606,543 | TotalRevenueColumnAmt |
| Exclusion | $1,606,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $69,750 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $44,910 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,840 | TotalRevenueColumnAmt |
| Exclusion | $24,840 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $217,244 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $96,678 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,566 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $29,315 | $29,315 |
| MAGAZINE INCOME | 541800 | $900 | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,215 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,784,369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $792,329 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,693,886 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,475 | TotalAmt |
| Program Services | $247,660 | ProgramServicesAmt |
| Management And General | $51,380 | ManagementAndGeneralAmt |
| Fundraising | $35,435 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,404,863 | TotalAmt |
| Program Services | $2,566,269 | ProgramServicesAmt |
| Management And General | $444,641 | ManagementAndGeneralAmt |
| Fundraising | $393,953 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,238 | TotalAmt |
| Program Services | $76,611 | ProgramServicesAmt |
| Management And General | $31,068 | ManagementAndGeneralAmt |
| Fundraising | $40,559 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,096 | TotalAmt |
| Program Services | $190,801 | ProgramServicesAmt |
| Management And General | $41,058 | ManagementAndGeneralAmt |
| Fundraising | $26,237 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,498 | TotalAmt |
| Program Services | $186,058 | ProgramServicesAmt |
| Management And General | $49,395 | ManagementAndGeneralAmt |
| Fundraising | $29,045 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,730 | TotalAmt |
| Program Services | $6,309 | ProgramServicesAmt |
| Management And General | $3,339 | ManagementAndGeneralAmt |
| Fundraising | $4,082 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,942 | TotalAmt |
| Program Services | $26,624 | ProgramServicesAmt |
| Management And General | $14,092 | ManagementAndGeneralAmt |
| Fundraising | $17,226 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,074 | TotalAmt |
| Management And General | $193,074 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,007 | TotalAmt |
| Program Services | $343,202 | ProgramServicesAmt |
| Management And General | $97,601 | ManagementAndGeneralAmt |
| Fundraising | $54,204 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,137 | TotalAmt |
| Program Services | $298,771 | ProgramServicesAmt |
| Management And General | $4,677 | ManagementAndGeneralAmt |
| Fundraising | $12,689 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,166 | TotalAmt |
| Program Services | $611,028 | ProgramServicesAmt |
| Management And General | $18,787 | ManagementAndGeneralAmt |
| Fundraising | $3,351 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,106 | TotalAmt |
| Program Services | $634,285 | ProgramServicesAmt |
| Management And General | $159,609 | ManagementAndGeneralAmt |
| Fundraising | $80,212 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,556 | TotalAmt |
| Program Services | $14,354 | ProgramServicesAmt |
| Management And General | $32,696 | ManagementAndGeneralAmt |
| Fundraising | $207,506 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,739 | TotalAmt |
| Program Services | $81,111 | ProgramServicesAmt |
| Management And General | $9,885 | ManagementAndGeneralAmt |
| Fundraising | $2,743 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,801 | TotalAmt |
| Program Services | $1,124,323 | ProgramServicesAmt |
| Management And General | $137,362 | ManagementAndGeneralAmt |
| Fundraising | $38,116 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $381,107 | $276,617 | $97,659 | $6,831 |
| EXHIBIT COSTS | $185,220 | $185,220 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,207,755 | TotalAmt |
| Program Services | $6,869,243 | ProgramServicesAmt |
| Management And General | $1,386,323 | ManagementAndGeneralAmt |
| Fundraising | $952,189 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,780,968 | BOYAmt |
| EOY | $1,252,566 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,289,061 | BOYAmt |
| EOY | $2,120,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,109,741 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,365,039 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,654,468 | BOYAmt |
| EOY | $21,744,702 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,596,608 | BOYAmt |
| EOY | $67,911,700 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,862,580 | BOYAmt |
| EOY | $10,402,935 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,183,685 | BOYAmt |
| EOY | $103,432,116 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,800 | BOYAmt |
| EOY | $588,229 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,078,669 | BOYAmt |
| EOY | $7,731,527 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,071,153 | BOYAmt |
| EOY | $1,886,750 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,450,622 | BOYAmt |
| EOY | $10,206,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,817,965 | BOYAmt |
| EOY | $0 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,781,736 | BOYAmt |
| EOY | $39,555,786 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,133,362 | BOYAmt |
| EOY | $53,669,824 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,733,063 | BOYAmt |
| EOY | $93,225,610 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,183,685 | BOYAmt |
| EOY | $103,432,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$423,386 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,918,757 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,824 | OtherChangesInNetAssetsAmt |
| 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 | $4,999,306 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,439,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,320,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,578,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,367,904 | CurrentTaxYearAmt |
| Total | $25,706,481 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,999,306 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,439,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,320,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,578,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,367,904 | CurrentTaxYearAmt |
| Total | $25,706,481 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,142,536 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,563,945 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $782,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $700,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $737,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $749,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,062,503 | CurrentTaxYearAmt |
| Total | $4,032,313 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $1,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $900 | CurrentTaxYearAmt |
| Total | $130,940 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,315 | CurrentTaxYearAmt |
| Total | $143,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,013,407 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $995,508 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85810 | 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 |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,259,890 | BeginningYearBalanceAmt |
| Contributions | $1,537,769 | ContributionsAmt |
| Investment Earnings Or Losses | $4,737,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,663,362 | OtherExpendituresAmt |
| End Year Balance | $43,871,914 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,428,103 | BeginningYearBalanceAmt |
| Contributions | $1,685,925 | ContributionsAmt |
| Investment Earnings Or Losses | $3,700,818 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,554,956 | OtherExpendituresAmt |
| End Year Balance | $40,259,890 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,441,938 | BeginningYearBalanceAmt |
| Contributions | $302,294 | ContributionsAmt |
| Investment Earnings Or Losses | $5,392,987 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,709,116 | OtherExpendituresAmt |
| End Year Balance | $37,428,103 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,354,408 | BeginningYearBalanceAmt |
| Contributions | $298,806 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,278,258 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,933,018 | OtherExpendituresAmt |
| End Year Balance | $34,441,938 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,227,066 | BeginningYearBalanceAmt |
| Contributions | $276,017 | ContributionsAmt |
| Investment Earnings Or Losses | $1,648,365 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,797,040 | OtherExpendituresAmt |
| End Year Balance | $39,354,408 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.96370 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03630 | TermEndowmentBalanceEOYPct |
| 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 | $436,301 | OtherCostOrOtherBasisAmt |
| Book Value | $436,301 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,106,383 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,396,068 | DepreciationAmt |
| Book Value | $14,710,315 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,117,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,365,337 | DepreciationAmt |
| Book Value | $3,752,308 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,615,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,341,648 | DepreciationAmt |
| Book Value | $1,274,157 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,833,607 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,261,986 | DepreciationAmt |
| Book Value | $1,571,621 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,744,702 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST & DIVIDENDS | $21,230 |
| OTHER CURRENT ASSETS | $350,799 |
| DUE FROM SOV | $10,619,997 |
| SOV LLC | -$589,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,402,935 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MOST MUSEUMS, THE SOCIETY'S FINANCIAL STATEMENTS EXCLUDE THE VALUE OF THE COLLECTION OBJECTS AND LIBRARY HOLDINGS, AND NO DETERMINATION HAS BEEN MADE AS TO THE AGGREGATE VALUE OF SUCH ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED DECREASES IN UNRESTRICTED NET ASSETS OR TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE COLLECTION ITEMS ARE RESTRICTED BY THE DONOR. THE SOCIETY COLLECTS MANUSCRIPTS, BOOKS, MAPS, NEWSPAPERS, PHOTOGRAPHS, PORTRAITS, AND OTHER WORKS OF ART, AS WELL AS MUSEUM ARTIFACTS THAT ARE RELATED TO VIRGINIA AND AMERICAN HISTORY. THE SOCIETY'S COLLECTIONS ARE MAINTAINED FOR RESEARCH, EDUCATION, AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE THE MOST VALUABLE ASSETS OF THE SOCIETY AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS STEWARD FOR MANY TREASURES RELATING TO THE STATE'S AND NATION'S HISTORY, THE SOCIETY MAINTAINS METICULOUS RECORDS AND IS NATIONALLY NOTED FOR THE DEPTH AND DETAIL OF ITS DESCRIPTIVE CATALOGING FOR ITS LIBRARY HOLDINGS. INTELLECTUAL AS WELL AS PHYSICAL CONTROL OF ALL COLLECTIONS IS MAINTAINED THROUGH EXTENSIVE RECORD KEEPING INCLUDING PROVENANCE OF ORIGIN; ACCESSION DATE; TERMS OF GIFT OR PURCHASE PRICE, WHICHEVER IS APPLICABLE; PHYSICAL DESCRIPTION AND CONDITION REPORT; LOCATION; AND CONSERVATION RECORD. IN CONFORMITY WITH THE AMERICAN ASSOCIATION OF MUSEUM GUIDELINES, COLLECTIONS ARE DEACCESSIONED RARELY AND IN CLOSE ADHERENCE TO SPECIFIC STEPS, CULMINATING IN APPROVAL FROM EITHER THE SOCIETY'S PRESIDENT OR COLLECTION COMMITTEE. PROCEEDS DERIVED FROM THE SALE OF ANY DEACCESSIONED COLLECTIONS ARE APPLIED TO RESOURCES RESTRICTED TO THE PURCHASE OF AND CARE FOR CURRENT AND FUTURE COLLECTION ITEMS. THE SOCIETY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS IN THE STATEMENTS OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENTS OF ACTIVITES. BECAUSE COLLECTION ITEMS ACQUIRED BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS IS REPORTED AS A DECREASE IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. |
| PART X, LINE 2: | THE SOCIETY HAS ADOPTED FINANCIAL REPORTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE SOCIETY'S CONSOLIDATEDFINANCIAL STATEMENTS. THE GUIDANCE ALSO PROVIDES CRITERIA ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE SOCIETY DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS AND THE SOCIETY'S POSITION, AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED TAX ISSUES BASED ON THE SOCIETY'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE SOCIETY HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE ARE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION. THE SOCIETY IS NOT CURRENTLY UNDER AUDIT FOR ANY JURISDICTION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $69,750 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $69,750 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $44,910 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $69,750 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $69,750 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,910 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $44,910 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $24,840 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 | JAMIE O BOSKET | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $237,356 | 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 | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $3,487 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $240,843 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| VA SMALL BUSINESS FINANCING AUTHORITY | |||||||
| A | 541300845 | 2013-06-27 | $4,914,000 | REFINANCE SERIES 2009 BONDS AND SWAP AGREEMENT | 0 | Yes (1) | 0 |
| VA SMALL BUSINESS FINANCING AUTHORITY | |||||||
| B | 541300845 | 2013-06-27 | $15,000,000 | CAPITAL IMPROVEMENT PROJECT | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | In Reserve FundInReserveFundAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|
| A | $4,914,000 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $110,000 | 0 | 0 | 0 | Yes (1) | $110,000 | $14,890,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE A: | FormAndLineReferenceDesc |
| Explanation | SERIES 2013B BONDS WERE ISSUED TO RETIRE THE VARIABLE RATE REVENUE REFUNDING BONDS, SERIES 2009 AND THE FORWARD INTEREST RATE SWAP AGREEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 29 | ContributionCnt |
| Method Of Determining Revenues | NO DETERMINATION | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 106 | ContributionCnt |
| Method Of Determining Revenues | NO DETERMINATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BOOKS AND PUBLICATIONS | Desc |
| Contribution | 331 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NO DETERMINATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. BY COLLECTING, PRESERVING AND INTERPRETING THE COMMONWEALTH'S HISTORY, WE LINK PAST WITH PRESENT AND INSPIRE FUTURE GENERATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | EACH MEMBER OF THE BOARD WILL RECEIVE A COPY OF THE RETURN FOR THEIR REVIEW. THE TRUSTEES HAVE FIVE (5) CALENDAR DAYS TO REVIEW THE DOCUMENT AND SUBMIT THEIR QUESTIONS TO STAFF. UPON CLEARING ALL QUESTIONS, STAFF WILL PROCEED TO FILE THE RETURN WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE VIRGINIA HISTORICAL SOCIETY HAS A CODE OF ETHICS DOCUMENT THAT INCORPORATES POLICIES AND PROCEDURES FOR BOTH TRUSTEES AND THE EMPLOYEES OF THE ORGANIZATION. IT ADDRESSES IN GREAT LENGTH THE FOLLOWING: FOR TRUSTEES - GENERAL RESPONSIBILITY, CONFLICT OF INTEREST, AND TRUSTEE-PRESIDENTIAL RELATIONSHIP; FOR STAFF - GENERAL RESPONSIBILITIES, CONFLICT OF INTEREST, GIFTS, FAVORS, DISCOUNTS, DISPENSATIONS, RESPONSIBILITY FOR VHS PROPERTY, BOTH REAL AND TANGIBLE, AND OUTSIDE EMPLOYMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR OFFICERS AND EMPLOYEES IS APPROVED BY THE FINANCE COMMITTEE, THE EXECUTIVE COMMITTEE AND SUBSEQUENTLY BY THE FULL BOARD OF TRUSTEES IN THE ANNUAL BUDGET PROCESS. MANAGEMENT USES INDUSTRY RELATED COMPENSATION SURVEYS WHEN AVAILABLE TO AUGMENT THE SALARY STRUCTURE OF THE ORGANIZATION AND PAYS FOR COMPENSATION STUDIES OCCASIONALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION CURRENTLY MAKES ITS GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND THOSE DOCUMENTS REQUIRED BY THE IRS FOR PUBLIC INSPECTION AVAILABLE ON ITS WEBSITE. |
| FORM 990, PART XI, LINE 9: | SOV 1% INTEREST -2,824. |