2017-02-15T13:37:15-06:00 2016-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC PO BOX 32066 RICHMOND VA 232942066 990 2015-07-01 540568800 ASSOCIATION FOR THE PRESERVATION OF VA ANTIQUITIES ASSO 8046481889 204 W FRANKLIN STREET RICHMOND VA 23220 ELIZABETH KOSTELNY CEO 8046481889 2017-02-15 1 JAYME MIKA P00852731 8047470000 2015 2021-01-29 14:40:06Z PRESERVATION VIRGINIA MRS ANNE GEDDY CROSS 204 W FRANKLIN STREET RICHMOND VA 23220 6499031 0 X WWW.PRESERVATIONVIRGINIA.ORG X 1889 VA TO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE. 25 24 142 112 0 0 1958363 1054485 1397834 1410083 1109384 335593 535471 596544 5001052 3396705 0 0 0 0 2256681 2422055 0 61200 213513 2122331 1568296 4379012 4051551 622040 -654846 24162064 23065155 1810888 1654897 22351176 21410258 X TO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE. 0 0 1463521 1543530 STATEWIDE 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 PERPETUATING VIRGINIA'S CULTURAL, ARCHITECTURAL AND HISTORIC HERITAGE, REVITALIZING VIRGINIA'S COMMUNITIES, AND ENSURING THAT HISTORIC PLACES ARE INTEGRAL PARTS OF THE LIVES OF PRESENT AND FUTURE GENERATIONS. IN PURSUING AND ACHIEVING THIS MISSION, WE ENSURE THE VITALITY OF VIRGINIA'S DISTINCTIVE HERITAGE, RESULTING IN CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR THE PUBLIC. WE ACHIEVE OUR MISSION BY PROVIDING LEADERSHIP, EXPERTISE, INFLUENCE, POLICY, PROGRAMS AND SERVICES TO THE PUBLIC AND SPECIAL AUDIENCES, AND BY PARTNERING WITH ALL LEVELS OF GOVERNMENT, AS WELL AS OTHER NONPROFIT AND EDUCATIONAL INSTITUTIONS.VISION STATEMENT: WE ENVISION A VIRGINIA RECOGNIZED REGIONALLY, NATIONALLY AND INTERNATIONALLY FOR PRESERVING AND PROMOTING ITS DISTINCTIVE HISTORIC STRUCTURES, LANDSCAPES, COLLECTIONS, COMMUNITIES AND ARCHAEOLOGICAL SITES - GUIDED BY THE EXPERT LEADERSHIP, STEWARDSHIP AND ADVOCACY OF PRESERVATION VIRGINIA. STATEWIDE PROGRAMS AND SERVICES: PRESERVATION VIRGINIA'S STRATEGIC PLAN HAS THREE BASIC GOALS - 1) SUPPORTING THE PRESERVATION OF HISTORIC PLACES THROUGH PARTNERSHIP; 2) DEVELOPING A STRONG PRESERVATION ETHIC BY PROMOTING THE VALUE OF HISTORIC PRESERVATION THROUGH PROGRAMS AND PLACES; 3) ENSURING THAT THE ORGANIZATION IS CAPABLE AND FINANCIALLY SUSTAINABLE BY ORGANIZING FOR SUCCESS AND ATTRACTING NEW MEMBERS AND SUPPORTERS. PRESERVATION VIRGINIA IS ACHIEVING THOSE GOALS THROUGH ITS PROGRAMS AND SERVICES AND BY BEING A LEADING DIALOGUE WITH LOCAL COMMUNITIES ABOUT THE ECONOMIC AND CULTURAL VALUES HISTORIC PRESERVATION PROVIDES.HERITAGE TOURISM - PRESERVATION VIRGINIA PROVIDES INTERPRETIVE AND EDUCATIONAL PROGRAMS AT PROPERTIES STRETCHING FROM THE EASTERN SHORE AND TIDEWATER AREA TO THE EARLY FRONTIER OF THE BLUE RIDGE MOUNTAINS. WE PROVIDE ON-SITE 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; HISTORIC COMMERCIAL BUILDINGS SUCH AS THE RISING SUN TAVERN IN FREDERICKSBURG AND THE FARMER'S BANK OF PETERSBURG; 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 IS EXPANDING EDUCATIONAL OFFERINGS TO INCLUDE PROGRAMS FOR PRESERVATION/MUSEUM PROFESSIONALS, 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 AND NEIGHBORHOODS. WE SPONSOR WORKSHOPS AND CONFERENCES. THE PARTNERS IN THE FIELD PROGRAM HAVE ESTABLISHED A POSITION BASED IN DANVILLE. THIS FIELD REPRESENTATIVE HELPS LOCAL COMMUNITIES DEVELOP STRATEGIES AND COALITIONS TO WARD OFF THREATS TO HISTORIC STRUCTURES, SITES AND NEIGHBORHOODS.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: LAST YEAR NEARLY 550,000 INDIVIDUALS PARTICIPATED IN PRESERVATION VIRGINIA PROGRAMS ACROSS VIRGINIA. THIS PROVIDES ECONOMIC BENEFITS BY SUPPORTING VIRGINIA'S HERITAGE TOURISM INDUSTRY AND PROMOTING HISTORIC PRESERVATION BENEFITS AS AN ECONOMIC DRIVER. A GROWING STATEWIDE EDUCATION INITIATIVE IS REACHING TENS OF THOUSANDS OF VIRGINIA STUDENTS. PRESERVATION VIRGINIA IS EXPANDING ITS EDUCATIONAL PROGRAM TO TARGET PRIMARY AND SECONDARY STUDENTS AS WELL AS SPECIFIC PROGRAMS FOR GRADUATE STUDENTS AND LIFELONG LEARNERS.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 HAS BEEN INVOLVED IN SAVING 60 HISTORIC PROPERTIES, PRESERVING THIS HISTORIC FABRIC OF COMMUNITIES AND RETURNING THESE STRUCTURES TO A VIABLE ECONOMIC RESOURCE. 2064262 1984253 HISTORIC 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. 3527783 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 1 142 1 0 0 0 0 0 1 1 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X X THE ASSOCIATION 8046481889 204 WEST FRANKLIN STREET RICHMOND VA 23220 MS ANNE GEDDY CROSS PRESIDENT 1.00 X X 0 0 0 MR ALEXANDER C GRAHAM VICE PRESIDENT 1.00 X X 0 0 0 MRS WILLIAM E LOUGHRIDGE VICE PRESIDENT 1.00 X X 0 0 0 MR JOSEPH CHEELY TREASURER 1.00 X X 0 0 0 MS ELIZABETH S KOSTELNY CEO 50.00 X X 115392 0 11874 MR JOHN H GUY IV BOARD MEMBER 1.00 X 0 0 0 CHIEF KENNETH ADAMS BOARD MEMBER 1.00 X 0 0 0 MR ERNEST CLIFFORD BARRETT III BOARD MEMBER 1.00 X 0 0 0 DR WARREN M BILLINGS BOARD MEMBER 1.00 X 0 0 0 MS ANNE CARTER LEE BOARD MEMBER 1.00 X 0 0 0 MS AUDREY P DAVIS BOARD MEMBER 1.00 X 0 0 0 MS SALLY GUY BROWN BOARD MEMBER 1.00 X 0 0 0 MR MARK O WEBB BOARD MEMBER 1.00 X 0 0 0 MR KEN FARMER BOARD MEMBER 1.00 X 0 0 0 DR KEVIN R HARDWICK BOARD MEMBER 1.00 X 0 0 0 MR PETTUS LECOMPTE BOARD MEMBER 1.00 X 0 0 0 MR WILLIAM LUKE BOARD MEMBER 1.00 X 0 0 0 MR TRIP POLLARD VICE PRESIDENT 1.00 X X 0 0 0 MR DENNIS W HEDGEPETH BOARD MEMBER 1.00 X 0 0 0 WILLIAM KELSO DIRECTOR OF ARCHAEOLOGY 40.00 X 107753 0 4426 MR JAMES P HORN COO FOR HISTORIC JAMESTOWNE 40.00 X 146701 0 13360 369846 0 29660 3 0 1 0 0 24035 1030450 16425 1054485 ADMISSIONS 900099 1236908 1236908 TICKETING MANAGEMENT SERVICES 900099 82573 82573 PROGRAM AND EVENT REVENUE 900099 56498 56498 FOOD SERVICE 900099 34104 34104 1410083 289103 289103 11639 11639 65375 13325 52050 52050 52050 2287283 372395 2210855 402333 76428 -29938 46490 46490 1000317 475813 524504 524504 MISCELLANEOUS 900099 8351 8351 8351 3396705 1464924 0 877296 137897 103423 27579 6895 1892613 1651331 153820 87462 18767 17136 987 644 186346 158656 17637 10053 186432 164853 13051 8528 11506 11506 33849 4600 29249 12250 12250 61200 61200 16996 16996 144854 116396 28458 89450 65838 13241 10371 67900 56745 1531 9624 106777 87753 6403 12621 14689 8346 2354 3989 329460 329460 98462 93727 4735 MAINTENANCE AND RESTORA 219681 219677 4 UTILITIES 135988 134144 1418 426 MUSEUM OPERATIONS 109661 109533 128 ALL OTHER EXPENSES 92920 84992 7348 580 83853 80421 2312 1120 4051551 3527783 310255 213513 1400384 686203 0 67798 64438 561502 562859 42624 14777 12413351 2572716 10532491 9840635 10823590 11159916 733675 736327 24162064 23065155 359480 300820 1451408 1354077 1810888 1654897 X 13680396 13427565 6559951 5591364 2110829 2391329 22351176 21410258 24162064 23065155 X -654846 -273434 -12638 X X 0 1 X 1 0 X 1699053 1747502 2830785 1958363 1618157 9853860 988386 1842763 3093229 2341423 2421187 10686988 2687439 3590265 5924014 4299786 4039344 20540848 33734 35583 25294 45310 34268 174189 0 33734 35583 25294 45310 34268 174189 20366659 511339 509237 392099 399777 354649 2167101 511339 509237 392099 399777 354649 2167101 17998 69342 15531 7879 8351 119101 3216776 4168844 6331644 4707442 4402344 22827050 0.89220 0.88630 0.09490 0.09820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 12250 0 0 12250 0 X X X 0 2927221 280500 32547 126897 3113371 2997480 1500 44220 115979 2927221 2472083 11380 607744 93727 2997480 2329823 193298 51038 2472083 9804434 75408 241249 7698321 92947 2329823 0 0 3393635 3393635 8481300 2211903 6269397 506842 335621 171221 31574 25192 6382 9840635 SPLIT INTEREST LIABILITY 105308 LIABILITY UNDER REVOLVING FUND IN TRUST 730809 LOAN PAYABLE 517960 1354077 X 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, 2016 AND 2015. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. X X X X X 0 CATHRYN N LOWE 112 CRYSTAL DOWNS CT CHESTER VA 23836 ASSIST CEO & BOARD TO DEVELOP A STRATEGIC DEVELOPMENT PLAN 0 0 61200 -61200 61200 -61200 VA 1 0 0 0 0 0 0 0 0 0 MR JAMES P HORN COO FOR HISTORIC JAMESTOWNE 146701 0 0 0 0 0 0 0 13360 0 160061 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 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 12C IF A BOARD MEMBER HAS A CONFLICT OF INTEREST THYE ARE RECUSED FROM ANY DECISION MAKING ON AN ISSUE FOR WHICH THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS SALARIES BY COMPARING DATA FROM COMPARABLE ORGANIZATIONS IN COMPARABLE POSITIONS TO DETERMINE THE SALARY OF THE CEO. THE DOCUMENTATION FOR ANALYSIS IS SAVED WITH THE FORM 990 SUPPORT INFORMATION. THE TREASURER AND CEO 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 BUDGET FOR 2016. ALL STAFF HAVE AN ANNUAL REVIEW OF THEIR WORK PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE 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 -12,638. FORM 990, SECTION XI, LINE 2(C): THE PROCEDURE TO OVERSEE THE AUDIT AND SELECT AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED. JAMESTOWN REDISCOVERY FOUNDATION 204 WEST FRANKLIN STREET RICHMOND VA 23220 472945490 SUPPORT HISTORIC JAMESTOWNE VA 501(C)(3) LINE 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0