2019-10-28T09:08:36-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-01-01 530205923 NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATI 2028793365 1776 D STREET NW WASHINGTON DC 200065303 CAROL O JACKSON TREASURER GENERAL 2028793365 2019-10-18 1 KAREN GRIES P00078514 5712279500 67.137.57.251 2019-10-18 10:19:41 ED P 3F26782FE4A8D097B8E6D44DA42E2066FBD559CC 80B027288EC83AAE93F4592828FABEDDDA1C7FE4 2018 2020-03-31 21:24:44Z ANN T DILLON 1776 D STREET NW WASHINGTON DC 200065303 34147247 0 X WWW.DAR.ORG X 1896 DC PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. 86 85 158 4775 221844 63852 6455598 10581640 10894910 10976759 4279089 4365529 2017726 1971549 23647323 27895477 1735309 1520739 0 0 7239348 7522999 729164 591322 1813524 6563970 7017552 16267791 16652612 7379532 11242865 155631124 157961896 10422156 9885646 145208968 148076250 X THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) WAS ESTABLISHED TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE. THE SOCIETY ACHIEVES THIS OBJECTIVE THROUGH PROGRAMS WHICH ENCOURAGE HISTORICAL RESEARCH AND PUBLICATION, PRESERVATION OF HISTORICAL RELICS AND DOCUMENTS, EDUCATION AND PROMOTION OF PATRIOTIC ENDEAVORS. 0 0 3950563 4284372 GENEALOGY AND RESEARCH: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) MAINTAINS A RESEARCH AND AN EXTENSIVE GENEALOGICAL LIBRARY. THE LIBRARY CONTAINS APPROXIMATELY 225,000 VOLUMES, AS WELL AS MANY UNPUBLISHED GENEALOGY TYPESCRIPTS NOT AVAILABLE ELSEWHERE. THE LIBRARY IS OPEN TO MEMBERS AND NON-MEMBERS. 3246709 1168109 4282693 EDUCATION: NSDAR SUPPORTS TWO SCHOOLS IN THE APPALACHIAN AREA AND MAKES CONTRIBUTIONS TO SIX OTHER SCHOOLS. NSDAR AWARDS SCHOLARSHIPS IN POLITICAL SCIENCE, HISTORY, GOVERNMENT, ECONOMICS, BUSINESS, LAW, CHEMISTRY, NURSING, AND OCCUPATIONAL THERAPY. NSDAR ALSO PUBLISHES AMERICAN SPIRIT MAGAZINE, A BIMONTHY PUBLICATION FOCUSING ON AMERICAN HISTORY, HISTORIC PRESERVATION, PATRIOTISM, AND EDUCATION. 2388361 25777 2384626 HISTORIC PRESERVATION: NSDAR MAINTAINS A MUSEUM FOR THE PURPOSE OF COLLECTING, EXHIBITING, AND PRESERVING OBJECTS RELATED TO THE AMERICAN REVOLUTION. THE MUSEUM IS OPEN TO MEMBERS AND THE GENERAL PUBLIC FREE OF CHARGE. NSDAR'S AMERICANA COLLECTION INCLUDES MANUSCRIPT AND IMPRINT MATERIALS PERTAINING TO LIFE IN COLONIAL AMERICA, THE REVOLUTIONARY WAR ERA, AND THE EARLY REPUBLIC. NSDAR ALSO MAINTAINS CONSTITUTION HALL, AN AUDITORIUM DEDICATED TO THE US CONSTITUTION. 559949 326853 559073 BOARD PROJECTS:THIS PROGRAM INCLUDES ACTIVITIES TARGETED FOR ACTION BYTHE PRESIDENT GENERAL. THE MOST RECENT PROJECT INVOLVES THE ONGOING PRESERVATION, RESTORATION AND IMPROVEMENT OF THE NSDAR COMPLEX OF HISTORIC BUILDINGS AND THE COLLECTIONS THEREIN, SUPPORTING CHAPTERS, ADVANCING DAR'S TECHNOLOGICAL CAPABILITIES IN SUPPORT OF ITS MISSION, FUNDING COMMUNITY GRANTS FOR HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM, AND IMPROVING NSDAR'S FINANCIAL STABILITY THROUGH PROMOTION OF ESTABLISHED PROGRAMS. 559949 326853 559073 10145582 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 63 0 158 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 86 85 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 0 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OR PA RI SC TN UT WA WI WV X SUSAN KINNECOME 2028793365 1776 D STREET NW WASHINGTON DC 200065303 ANN T DILLON PRESIDENT GENERAL 40.00 X X 24000 0 0 DENISE VANBUREN FIRST VICE PRESIDENT GENERAL 20.00 X X 0 0 0 PAMELA WRIGHT CHAPLAIN GENERAL 20.00 X X 0 0 0 MORGAN LAKE RECORDING SECRETARY GENERAL 20.00 X X 0 0 0 VIRGINIA LINGELBACH CORRESPONDING SECRETARY GENERAL 20.00 X X 0 0 0 NANCY HEMMRICH ORGANIZING SECRETARY GENERAL 20.00 X X 0 0 0 CAROL JACKSON TREASURER GENERAL 20.00 X X 0 0 0 MARY FRISCH REGISTRAR GENERAL 20.00 X X 0 0 0 VIRGINIA TRADER HISTORIAN GENERAL 20.00 X X 0 0 0 PATRICIA MUSICK HATFIELD LIBRARIAN GENERAL 20.00 X X 0 0 0 BARBARA FRANKENBERRY CURATOR GENERAL 20.00 X X 0 0 0 CORNELIA OLDE REPORTER GENERAL 20.00 X X 0 0 0 BEVERLY PRZYBYLSKI NATIONAL PARLIAMENTARIAN 20.00 X X 0 0 0 SUSAN THOMAS VICE PRESIDENT GENERAL 4.00 X 0 0 0 VIRGINIA SEBASTIAN STORAGE VICE PRESIDENT GENERAL 4.00 X 0 0 0 GAIL TERRY VICE PRESIDENT GENERAL 4.00 X 0 0 0 SANDRA MCCANN VICE PRESIDENT GENERAL 4.00 X 0 0 0 ROBERTA PATTON MCMULLEN VICE PRESIDENT GENERAL 4.00 X 0 0 0 BILLIE FOUTCH BREEDLOVE VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARTHA MORRIS CRAPSER VICE PRESIDENT GENERAL 4.00 X 0 0 0 VIRGINIA POFFENBERGER VICE PRESIDENT GENERAL 4.00 X 0 0 0 APRIL BUTLER STALEY VICE PRESIDENT GENERAL 4.00 X 0 0 0 BARBARA ZINK VICE PRESIDENT GENERAL 4.00 X 0 0 0 CANDACE FRYBURGER VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARCY KIMMINAU VICE PRESIDENT GENERAL 4.00 X 0 0 0 STEPHANIE HILL TROTH VICE PRESIDENT GENERAL 4.00 X 0 0 0 CLAUDIA ONKEN VICE PRESIDENT GENERAL 4.00 X 0 0 0 DONNA WEAVER VICE PRESIDENT GENERAL 4.00 X 0 0 0 ELIZABETH GRAHAM VICE PRESIDENT GENERAL 4.00 X 0 0 0 JOYCE PATTON VICE PRESIDENT GENERAL 4.00 X 0 0 0 JUDY OSTLER VICE PRESIDENT GENERAL 4.00 X 0 0 0 DIANNE CULBERTSON VICE PRESIDENT GENERAL 4.00 X 0 0 0 NANCY FOLK VICE PRESIDENT GENERAL 4.00 X 0 0 0 ANN TAYLOR SCHAEFFER VICE PRESIDENT GENERAL 4.00 X 0 0 0 PATSY MCFALL VICE PRESIDENT GENERAL 4.00 X 0 0 0 PEGGY CARNEY TROXELL VICE PRESIDENT GENERAL 4.00 X 0 0 0 CONSTANCE GRUND VICE PRESIDENT GENERAL 4.00 X 0 0 0 DOROTHY LIND VICE PRESIDENT GENERAL 4.00 X 0 0 0 JEANIE HORNUNG VICE PRESIDENT GENERAL 4.00 X 0 0 0 JULIA ROGERS VICE PRESIDENT GENERAL 4.00 X 0 0 0 MARY MCALEENAN VICE PRESIDENT GENERAL 4.00 X 0 0 0 TRACEY DODGE STATE REGENT - AK 4.00 X 0 0 0 TAMMY CLEMONS STATE REGENT - AL 4.00 X 0 0 0 JUNELLE MONGNO STATE REGENT - AR 4.00 X 0 0 0 JERRIE TOWNSEND STATE REGENT - AR 4.00 X 0 0 0 MARILOU FELLMAN STATE REGENT - AZ 4.00 X 0 0 0 TERRI MOTT STATE REGENT - AZ 4.00 X 0 0 0 ADELE LANCASTER STATE REGENT - CA 4.00 X 0 0 0 BEVERLY MONCRIEFF STATE REGENT - CA 4.00 X 0 0 0 JEANNINE DOBBINS STATE REGENT - CO 4.00 X 0 0 0 ALICE RIDGWAY STATE REGENT - CT 4.00 X 0 0 0 MARCIA GUZAUSKAS STATE REGENT - DC 4.00 X 0 0 0 JANET MCFARLAND STATE REGENT - DC 4.00 X 0 0 0 SUSAN BEACHELL STATE REGENT - DE 4.00 X 0 0 0 DAWN CRUMLY LEMONGELLO STATE REGENT - FL 4.00 X 0 0 0 MELODYE BROWN STATE REGENT - GA 4.00 X 0 0 0 KATHERINE JOHNSON STATE REGENT - HI 4.00 X 0 0 0 MARSHA HUCKE STATE REGENT - IA 4.00 X 0 0 0 LUCINDA CARTER STATE REGENT - IA 4.00 X 0 0 0 SUSAN DAVIS STATE REGENT - ID 4.00 X 0 0 0 GLORIA FLATHOM STATE REGENT - IL 4.00 X 0 0 0 CHARLOTTE BLAIR STATE REGENT - IN 4.00 X 0 0 0 LOIS HUNTINGTON STATE REGENT - IN 4.00 X 0 0 0 KATHRYN WALKER WEST STATE REGENT - KS 4.00 X 0 0 0 LESLIE MILLER STATE REGENT - KY 4.00 X 0 0 0 ZORA OLSSON STATE REGENT - LA 4.00 X 0 0 0 HOLLY BLAIR STATE REGENT - MA 4.00 X 0 0 0 MAUREEN TIPTON STATE REGENT - MD 4.00 X 0 0 0 CAROL LARKIN STATE REGENT - MD 4.00 X 0 0 0 ELIZABETH HOTCHKISS STATE REGENT - ME 4.00 X 0 0 0 GINA LACROIX STATE REGENT - MI 4.00 X 0 0 0 DIANE SCHRIFT STATE REGENT - MI 4.00 X 0 0 0 FAYE LEACH STATE REGENT - MN 4.00 X 0 0 0 CYNTHIA SUICH STATE REGENT - MO 4.00 X 0 0 0 SUSAN BOWMAN STATE REGENT - MO 4.00 X 0 0 0 CYNTHIA CLEVELAND MCNAMARA STATE REGENT - MS 4.00 X 0 0 0 JANE LEE HAMMAN STATE REGENT - MT 4.00 X 0 0 0 CAROLE WEISS STATE REGENT - NC 4.00 X 0 0 0 ENID LYNCH STATE REGENT - ND 4.00 X 0 0 0 SUZANNE JARMAN STATE REGENT - NE 4.00 X 0 0 0 CONSTANCE PLETTNER STATE REGENT - NE 4.00 X 0 0 0 WENDY STANLEY JONES STATE REGENT - NH 4.00 X 0 0 0 KAREN STROEVER STATE REGENT - NJ 4.00 X 0 0 0 GEORGIANNA MCDOUGLE STATE REGENT - NM 4.00 X 0 0 0 TERRY RUBENSTEIN STATE REGENT - NV 4.00 X 0 0 0 LYNN WALLACE KINSELL STATE REGENT - NV 4.00 X 0 0 0 NANCY ZWETSCH STATE REGENT - NY 4.00 X 0 0 0 NANCY WRIGHT STATE REGENT - OH 4.00 X 0 0 0 SUE ALLEN STATE REGENT - OK 4.00 X 0 0 0 CYNTHIA HENDERSON STATE REGENT - OK 4.00 X 0 0 0 REBECCA TAYLOR STATE REGENT - OR 4.00 X 0 0 0 ALICE MILES STATE REGENT - OR 4.00 X 0 0 0 CYNTHIA SWEENEY STATE REGENT - PA 4.00 X 0 0 0 JACQUELYN SMITH STATE REGENT - RI 4.00 X 0 0 0 ELIZABETH BILLHAM STATE REGENT - SC 4.00 X 0 0 0 SHARON YOUNG STATE REGENT - SD 4.00 X 0 0 0 CHARLOTTE REYNOLDS STATE REGENT - TN 4.00 X 0 0 0 SUSAN TILLMAN STATE REGENT - TX 4.00 X 0 0 0 SUSAN HOLT STATE REGENT - UT 4.00 X 0 0 0 BRENDA REEDER STATE REGENT - UT 4.00 X 0 0 0 JUDITH SURBER STATE REGENT - VA 4.00 X 0 0 0 EDNA CURTIN STATE REGENT - VT 4.00 X 0 0 0 CAROL SCHWENK STATE REGENT - VT 4.00 X 0 0 0 LANABETH HORGEN STATE REGENT - WA 4.00 X 0 0 0 JULIE PITTMANN STATE REGENT - WA 4.00 X 0 0 0 JUDY MASON STATE REGENT - WI 4.00 X 0 0 0 MALINDA DAVIS STATE REGENT - WV 4.00 X 0 0 0 GERALDINE DELLENBACK STATE REGENT - WY 4.00 X 0 0 0 LUCY MORIN STATE REGENT - XF 4.00 X 0 0 0 LINDA SHIFLETT STATE REGENT - XM 4.00 X 0 0 0 STEPHEN W NORDHOLT HQ ADMINISTRATOR 40.00 X 142824 0 24742 SUSAN KINNECOME CONTROLLER 40.00 X 135135 0 16137 LEANNE VIGLIANO DIRECTOR OF HUMAN RESOURCE 40.00 X 129819 0 7789 SANDRA POLLACK DEVELOPMENT DIRECTOR 40.00 X 120950 0 4838 VICTOR KUNZE DIRECTOR OF INFORMATION SY 40.00 X 118528 0 7112 DAVID COPPEDGE BUILDING SUPERINTENDENT 40.00 X 117995 0 7080 789251 0 67698 6 0 1 0 THE CHRISTMAN COMPANY 1881 CAMPUS COMMONS SUITE 405 RESTON VA 20191 BUILDING RESTORATION 1548538 HAMMOCK INC 814 CHURCH STREET SUITE 500 NASHVILLE TN 37203 MAGAZINE PUBLISHER 792206 EDGE DIRECT PO BOX 840 TULSA OK 741010840 PRINTING, CONSULTING, AND MAILHOUSE SERV 591322 GRAND HYATT WASHINGTON DC 1000 H STREET NW WASHINGTON DC 20001 BANQUET/RECEPTION SERVICES, LODGING 376322 RED COATS INC 4520 EAST-WEST HIGHWAY SUITE 200 BETHESDA MD 20814 JANITORIAL SERVICES 312019 11 10581640 14194 10581640 MEMBERSHIP DUES 900099 7424783 7424783 APPLICATION & OTHER MEMBER FEES 900099 2170928 2170928 MAGAZINE REVENUE 541800 1041061 999577 41484 RECORD COPY 900099 336877 336877 LIBRARY & RESEARCH FEES 900099 3110 3110 10976759 3033478 3033478 414029 414029 1158461 768761 389700 389700 389700 6350975 5018924 1332051 1332051 1332051 1178450 464085 714365 534005 180360 MANAGEMENT FEES 900099 434189 434189 COMMISSIONS FROM VENDORS 900099 16477 16477 2789 2789 453455 27895477 11469280 221844 5622713 1209305 1209305 311434 311434 358343 98338 244685 15320 5971064 3417998 2020572 532494 172774 100668 56423 15683 583387 323919 201620 57848 437431 244856 154429 38146 434162 397815 36347 38017 2040 11440 24537 71768 71768 591322 591322 74039 41069 32970 315225 162473 95407 57345 5419 5419 1735599 947767 530684 257148 108648 44824 51271 12553 567894 435663 132023 208 95234 37980 32230 25024 413371 33326 299475 80570 1102609 849529 222262 30818 348975 81764 267211 PRINTING & PUBLICATIONS 808229 759805 21067 27357 CONTRIBUTIONS 134034 134034 REAL ESTATE TAXES 101798 96789 4420 589 SUBSCRIPTIONS & MEMBERS 87880 53996 30773 3111 574651 354771 176429 43451 16652612 10145582 4693506 1813524 4333803 10312502 8105898 8109233 902663 351744 670017 941386 610462 518586 301358 449862 47629508 24044997 22313299 23584511 117452390 112821366 941234 872706 155631124 157961896 1826763 1213673 7816447 7979762 645 13761 778301 678450 10422156 9885646 X 52051148 54225183 67925110 25880452 25232710 67970615 145208968 148076250 155631124 157961896 11242865 -8375583 0 X 0 1 X 1 0 X 5796086 10142552 9073021 6455598 10581640 42048897 11182365 11729820 11208107 11520768 11759902 57400962 16978451 21872372 20281128 17976366 22341542 99449859 540844 110722 25693 160574 837833 0 540844 110722 25693 160574 837833 98612026 3736635 3425582 4009423 3968696 4570135 19710471 50877 66640 110603 32192 -189312 71000 3787512 3492222 4120026 4000888 4380823 19781471 329839 330946 398436 467446 489288 2015955 21095802 25695540 24799590 22444700 27211653 121247285 0.81330 0.81850 0.16310 0.16020 X PART III, SECTION B, LINE 12: THE OTHER INCOME REPRESENTS MANAGEMENT FEES AND MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 X 76369957 9988518 -2547839 8456540 75354096 67719580 8227841 7231183 6808647 76369957 61427748 16443739 -248646 9903261 67719580 56006728 11579418 -654894 122500 5381004 61427748 51426870 9006848 -4010686 416304 56006728 0.29750 0.33530 0.36720 0 0 207420 207420 40473557 18499939 21973618 6948531 5545058 1403473 23584511 CHARITABLE GIFT ANNUITY 678450 678450 X 20324116 -8375583 109500 -8266083 28590199 74039 -768761 -694722 27895477 17456834 109500 109500 17347334 74039 -768761 -694722 16652612 PART III, LINE 1A: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) ACQUIRES ITS COLLECTIONS, WHICH INCLUDE MICROFILM, LIBRARY BOOKS AND HISTORICAL TREASURES OF ITS MUSEUM AND AMERICANA COLLECTION, THROUGH PURCHASE OR DONATION. NSDAR'S COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH AND ARE PROTECTED AND PRESERVED. AS PERMITTED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, COLLECTIONS ARE NOT CAPITALIZED BY NSDAR, BUT RATHER EXPENSED CURRENTLY. AS OF DECEMBER 31, 2018, THE ESTIMATED FAIR VALUE OF THE COLLECTIONS WAS IN EXCESS OF $52.0 MILLION. NSDAR HAD NO SIGNIFICANT DEACCESSIONS OR DISPOSALS OF MUSEUM/LIBRARY COLLECTIONS DURING THE YEAR ENDED DECEMBER 31, 2018. PART III, LINE 4: NSDAR'S COLLECTIONS INCLUDE MICROFILM, LIBRARY BOOKS, AND HISTORICAL TREASURES OF ITS MUSEUM LIBRARY, AND AMERICANA COLLECTION. THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND ARE PROTECTED AND PRESERVED. PART IV, LINE 2B: NSDAR ACTS AS AN AGENT IN THE COLLECTION AND DISBURSEMENT OF FUNDS RECEIVED FROM CONTRIBUTORS TO DAR SCHOOLS. AS NSDAR DOES NOT HAVE VARIANCE POWER OVER THE DISBURSEMENT OF THESE FUNDS, AMOUNTS HELD FOR DAR SCHOOLS TOTALING $13,761 AT DECEMBER 31, 2018 ARE REFLECTED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE FINANCIAL STATEMENT. PART V, LINE 4: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION ENDOWMENT CONSISTS OF MULTIPLE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO PROVIDE FOR THE LONG TERM SUPPORT OF THE ORGANIZATION AND ITS PROGRAMS. PART X, LINE 2: THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS SUBJECT TO TAX ONLY ON ITS NET UNRELATED BUSINESS INCOME. ADDITIONALLY, NSDAR IS EXEMPT FROM INCOME TAXES IN THE DISTRICT OF COLUMBIA. IT HAS BEEN DETERMINED THAT NSDAR IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. NSDAR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. NSDAR EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NSDAR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -768,761. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -768,761. X X 1 EDGE DIRECT PO BOX 840 TULSA OK 74101 PLAN AND MANAGE MAIL CAMPAIGNS; ADVICE ON DONOR SEGMENT 0 0 591322 -591322 591322 -591322 AL AR CA FL GA HI IL KS KY MA MD MI MN NC ND NH NJ NM NY OR PA RI SC TN UT VA WI WV MS SCHEDULE G, PART I, LINE 2B, COLUMN (V) NSDAR PAID EDGE DIRECT $112,475 FOR PROFESSIONAL FUNDRAISING SERVICES NSDAR ALSO PAID EDGE DIRECT A TOTAL EXPENSE AMOUNT OF $478,847 FOR PROCESSING DIRECT MAIL PRINTING AND POSTAGE, MAILHOUSE HANDLING AND POSTAGE. 1 BACONE COLLEGE 2299 OLD BACONE ROAD MUSKOGEE OK 744031568 730590036 501(C)(3) 14750 ENDOWMENT INTEREST, SMART BOARD, REPLACE DAMAGED ROOF BERRY COLLEGE 2277 MARTHA BERRY HIGHWAY MOUNT BERRY GA 30149 580566133 501(C)(3) 50000 SCHOLARSHIPS, STUDENT EMERGENCY RELIEF FUND, RENOVATION OF AUDITORIUM, HISTORICAL MARKERS CAMP CORRAL 801 N WEST ST RALEIGH NC 276031137 453555807 501(C)(3) 20000 SUMMER CAMP CASS COUNTY HISTORICAL SOCIETY 1351 WEST MAIN AVENUE WEST FARGO ND 58078 450306858 501(C)(3) 6280 RESTORATION/REPAIR OF HOUSTON MANSION ROOF CHEMAWA INDIAN SCHOOL INC 3700 CHEMAWA ROAD NE SALEM OR 97305 930735265 501(C)(3) 14000 COMPUTER LAB TABLES, LIBRARY MATERIAL,WORK STUDY PROGRAM CHILDREN OF THE AMERICAN REVOLUTION 1776 D STREET NW WASHINGTON DC 20006 530116337 501(C)(3) 108144 RENOVATION OF CAR MUSEUM, CONTRIBUTION CROSSNORE SCHOOL 100 DAR DRIVE CROSSNORE NC 286160249 560567980 501(C)(3) 158532 ENDOWMENT INTEREST, YOUTH IN TRANSITION, EXPERIMENTAL LEARNING, COTTAGE LIVING ROOM, OIL ROYALTIES HILLSIDE SCHOOL INC 404 ROBIN HILL ROAD MARLBOROUGH MA 042111216 042111216 501(C)(3) 50593 ENDWOMENT INTEREST, SEATING FOR LIBRARY/LAB, SCHOLARSHIP, COMPUTER SOFTWARE, LAPTOPS, LASER CUTTER, KEY CARD LOCKS. HINDMAN SETTLEMENT SCHOOL 238 HIGHWAY 100 S HINDMAN KY 41822 610447248 501(C)(3) 51616 ENDOWMENT INTEREST, FOOD FOR SUMMER TUTORING, DYSLEXIA PROGRAM, DYSLEXIA TUTORS INDIAN YOUTH OF AMERICA C/O PATRICIA GORDON PO BOX 2786 SIOUX CITY IA 51106 521150452 501(C)(3) 15500 SUMMER CAMP PROGRAM KATE DUNCAN SMITH SCHOOL 6077 MAIN STREET GRANT AL 357478331 630338084 501(C)(3) 156323 ENDOWMENT INTEREST, ART AND MUSIC PROGRAM, MAINTENANCE EXPENSES, PREGNANCY BEEL/REALITY, ART AND MUSIC SUPPLIES, SHELVING, HEALTH NEEDS, OIL ROYALTIESS MOUNT VERNON LADIES ASSOCIATION OF THE UNION RESERVATIONS PO BOX 110 MOUNT VERNON VA 22121 540564701 501(C)(3) 10000 SUPPORT WEST GATE RENOVATION MUSEUM OF THE AMERICAN REVOLUTION 101 S THIRD STREET PHILADELPHIA PA 19106 232773714 501(C)(3) 25000 DONATION REVEREND JOHN ROBINSON CHPTR 8612 S 88TH EAST AVENUE TULSA OK 74133 736102950 501(C)(3) 9551 MUSKOGEE DOUGHBOY RESTORATION AND REDEDICATION TAMASSEE DAR SCHOOL 1925 BUMGARDNER DRIVE TAMASSEE SC 29686 576000973 501(C)(3) 263208 ENDOWMENT INTEREST, STUDENT SUPPORT, TRANSPORT VAN, OIL ROYALTIES THE INSTITUTE OF VETERANS AND MILITARY FAMILIES IVMF AT BARCLAY 150 CROUSE DRIVE SYRACUSE NY 13244 150532081 501(C)(3) 10000 CONTRIBUTION V-WISE INGNITE USA250 1801 MARKET STREET STE 600 PHILADELPHIA PA 19103 272692035 501(C)(3) 50000 PATHWAYS TO PATRIOTS PLANNING GRANT 17 SCHOLARSHIPS 99 283689 OUTSTANDING TEACHER AWARD 1 3000 U.S. MILITARY ACADEMY AWARDS 6 2145 FRIENDS OF AMERICAN HISTORY 4 4000 GOOD CITIZENS AWARDS 60 17000 FRIENDS OF VETERANS 2 1600 PART I, LINE 2: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (NSDAR) AWARDS SCHOLARSHIPS TO QUALIFIED APPLICANTS. APPLICANTS MUST BE UNITED STATES CITIZENS AND MUST ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES. THE APPLICATION PROCESS IS CONDUCTED WITHOUT REGARD TO RACE, SEX, RELIGION, OR NATIONAL ORIGIN. SCHOLARSHIPS ARE AWARDED BY THE SCHOLARSHIP COMMITTEE BASED ON ACADEMIC EXCELLENCE, COMMITMENT TO FIELD OF STUDY (AS REQUIRED), AND NEED. THE SPECIAL PROJECTS GRANTS COMMITTEE MONITORS THE USE OF NSDAR GRANT FUNDS BASED ON THE TERMS OF A GRANT AGREEMENT SIGNED BY THE GRANTEE ORGANIZATION. A FINAL WRITTEN REPORT MUST BE SUBMITTED TO THE COMMITTEE CHAIRMAN, INCLUDING PHOTOS OF THE PROJECT AND A COMPLETE FINANCIAL REPORT OF PROJECT EXPENDITURES, BEFORE THE SECOND HALF OF THE GRANT FUNDING IS RELEASED. FOR PROJECTS TAKING LONGER THAN SIX MONTHS TO COMPLETE, THE GRANTEE ORGANIZATION MUST SUBMIT A STATUS REPORT, INCLUDING THE PROJECT TIMELINE AND PHOTOS OF THE PROJECT PROGRESS. NSDAR MUST AUTHORIZE ANY PROPOSED MODIFICATIONS TO THE ORIGINAL PROJECT IN ADVANCE. NSDAR RESERVES THE RIGHT TO EXERCISE OVERSIGHT INCLUDING STATUS CALLS, INTERIM PROGRESS REPORTS, AND REVIEW OF FILES AND RECORDS. X X 0 0 0 0 0 0 0 0 0 STEPHEN W NORDHOLT HQ ADMINISTRATOR 142824 0 0 0 0 0 7141 0 17601 0 167566 0 0 0 SUSAN KINNECOME CONTROLLER 135135 0 0 0 0 0 6757 0 9380 0 151272 0 0 0 X 5 X 32 X 4 14194 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: IN 2018, NSDAR MUSEUM COLLECTION RECEIVED DONATION OF 5 WORKS OF ART WITH ESTIMATED VALUE OF $490 AND 32 DECORATIVE ARTS (HISTORICAL TREASURES) WITH AN ESTIMATED VALUE OF $24,016. THE ESTIMATES ARE BASED ON INDEPENDENT APPRAISALS AND INTERNAL ESTIMATES/COMPARABLE. THE COLLECTION IS NOT CAPITALIZED, AS PERMITTED BY GAAP. FORM 990, PART VI, SECTION A, LINE 1 THE TWELVE-MEMBER EXECUTIVE COMMITTEE CONSISTS OF NATIONAL OFFICERS, WHO ARE ALL MEMBERS OF THE NATIONAL BOARD OF MANAGEMENT (NBM). THE COMMITTEE HAS THE AUTHORITY TO MAKE RECOMMENDATIONS TO THE NBM AND PERFORM DUTIES OF THE BOARD BETWEEN MEETINGS, AS DEEMED EXPEDIENT. THE COMMITTEE HAS CHARGE OF ALL INVESTMENTS AND INSURANCE AS WELL AS THE AUTHORITY TO ENTER INTO CONTRACTS AND AGREEMENTS CONCERNING THE BUSINESS OF THE SOCIETY. IT ALSO MAKES RECOMMENDATIONS CONCERNING THE BUDGET TO THE NBM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS IN THE NATIONAL SOCIETY THROUGH A CHAPTER OR AS A MEMBER-AT-LARGE. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, EVERY THREE YEARS. ELECTIONS FOR THREE-YEAR TERMS FOR OTHER NBM POSITIONS ARE HELD ANNUALLY ON A ROTATING BASIS AT THE ANNUAL MEETING. OTHER HONORARY OFFICERS ARE ALSO ELECTED BY MEMBERS AT CONTINENTAL CONGRESS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS (STATE AND CHAPTER REGENTS AND DELEGATES) AT THE ANNUAL MEETING, CONTINENTAL CONGRESS, VOTE BY BALLOT UPON QUESTIONS INVOLVING NEW PROJECTS OR SPECIAL APPROPRIATIONS. 300 VOTING MEMBERS CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11B THE DETAILED REVIEW OF FORM 990 WILL BE CONDUCTED BY THE CONTROLLER. THE FINAL DRAFT OF FORM 990 WILL BE REVIEW BY THE 12 MEMBER EXECUTIVE COMMITTEE DURING A MEETING HELD PRIOR TO THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12 MANAGEMENT AND THE EXECUTIVE COMMITTEE MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY COVERS ALL NATIONAL BOARD OF MANAGEMENT MEMBERS, AS WELL AS COMMITTEE CHAIRMEN. THOSE COVERED UNDER THE POLICY HAVE A DUTY TO DISCLOSE ANY DIRECT OR INDIRECT FINANCIAL INTEREST. ANY DISCLOSED FINANCIAL INTERESTS ARE REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE, WHICH THEN DECIDES IF A CONFLICT OF INTEREST EXISTS AND DETERMINES WHETHER OR NOT TO ENTER INTO THE TRANSACTION/ARRANGEMENT. THE AUDIT COMMITTEE ALSO QUESTIONS ANY NBM MEMBER WHO MAY HAVE FAILED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF THE COMMITTEE DETERMINES SUCH FAILURE TOOK PLACE, IT IS AUTHORIZED TO TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS OBTAINED AND REVIEWED ANNUALLY; COMPENSATION FOR TOP MANAGEMENT POSITIONS IS REVIEWED ANNUALLY WITH THE HUMAN RESOURCES COMMITTEE PRIOR TO THE BUDGET PROCESS. THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, BYLAWS ARE AVAILABLE TO MEMBERS ON THE MEMBERS WEBSITE AND ARE AVAILABLE FOR SALE AS PART OF THE MEMBER HANDBOOK TO ANYONE WHO VISITS NSDAR HEADQUARTERS.