2016-02-15T00:00:00-06:00 2015-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC PO BOX 32066 RICHMOND VA 232942066 990 2014-07-01 540568800 ASSOCIATION FOR THE PRESERVATION OF VA ANTIQUITIES ASSO 8046481889 204 W FRANKLIN STREET RICHMOND VA 23220 ELIZABETH KOSTELNY EXECUTIVE DIRECTOR 8046481889 2016-02-16 1 JAYME MIKA P00852731 8047470000 2014 2016-08-17 19:52:53Z PRESERVATION VIRGINIA MRS ANNE GEDDY CROSS 204 W FRANKLIN STREET RICHMOND VA 23220 5497970 0 X WWW.PRESERVATIONVIRGINIA.ORG X 1898 VA TO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE. 25 24 136 131 0 0 2255645 1958363 1276142 1397834 1341044 1109384 506020 535471 5378851 5001052 1137706 0 0 0 2233320 2256681 0 0 204206 2039097 2122331 5410123 4379012 -31272 622040 26763386 24162064 4107637 1810888 22655749 22351176 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 1438997 3007492 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; 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 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. 2285607 1993560 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 OFFERS 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. 3724604 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 28 0 1 136 1 0 0 0 0 0 1 1 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA 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 MR GARY OMETER VICE PRESIDENT 1.00 X X 0 0 0 MS GENEVIEVE P KELLER VICE PRESIDENT 1.00 X X 0 0 0 MR JOSEPH CHEELY TREASURER 1.00 X X 0 0 0 MS ELIZABETH S KOSTELNY EXECUTIVE DIRECTOR/SECRETA 50.00 X X 108120 0 6480 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 MRS A E DICK HOWARD 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 MRS WILLIAM E LOUGHRIDGE 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 MS JANE YERKES BOARD MEMBER 1.00 X 0 0 0 WILLIAM KELSO DIRECTOR OF ARCHAEOLOGY 40.00 X 102981 0 1730 211101 0 8210 2 0 0 0 0 1958363 35282 1958363 ADMISSIONS 900099 1165140 1165140 RESTORATION SERVICE FE 900099 232694 232694 1397834 318856 318856 80921 0 80921 80921 80921 790528 0 790528 790528 790528 943589 496918 446671 446671 MISCELLANEOUS 900099 7879 7879 7879 5001052 2196241 0 846448 X 118894 118894 2137787 1872773 179873 85141 205711 205711 31894 20178 10447 1269 545488 432196 50709 62583 93031 53850 12165 27016 85057 69965 6739 8353 149801 148027 1266 508 131919 106911 10864 14144 16774 10258 1335 5181 409880 351981 57899 MAINTENANCE AND RESTORA 294791 294791 0 0 MUSEUM OPERATIONS 125551 125529 11 11 ALL OTHER EXPENSES 23260 23260 ARCHAEOLOGY 9174 9174 0 0 4379012 3724604 450202 204206 2906720 1394270 15640 6114 785 0 51004 67798 562344 561502 27584 42624 12991388 2458897 10813554 10532491 11545952 10823590 839803 733675 26763386 24162064 333804 359480 3773833 1451408 4107637 1810888 X 14566362 13680396 5980058 6559951 2109329 2110829 22655749 22351176 26763386 24162064 X 622040 -914290 -12323 X X 0 1 X 1 0 X 1977152 1699053 1747502 2830785 1958363 10212855 2056138 988386 1842763 3093229 2341423 10321939 4033290 2687439 3590265 5924014 4299786 20534794 90932 33734 35583 25294 45310 230853 0 90932 33734 35583 25294 45310 230853 20303941 436736 511339 509237 392099 399777 2249188 436736 511339 509237 392099 399777 2249188 15161 17998 69342 15531 7879 125911 4485187 3216776 4168844 6331644 4707442 22909893 0.88630 0.86890 0.09820 0.11200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 12000 0 0 12000 0 X X X 0 2997480 1500 44220 115979 2927221 2472083 11380 607744 93727 2997480 2329823 193298 51038 2472083 9804434 75408 241249 7698321 92947 2329823 9757614 509638 -27944 434874 9804434 0.72000 0.28000 0 0 3800542 3800542 8481301 1970141 6511160 677971 466118 211853 31574 22638 8936 10532491 SPLIT INTEREST LIABILITY 110770 LIABILITY UNDER REVOLVING FUND IN TRUST 731003 LOAN PAYABLE 609635 1451408 X 4551179 -914290 484595 -429695 4980874 20178 20178 5001052 4855752 496918 496918 4358834 20178 20178 4379012 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, 2015. THE ORGANIZATION'S INFORMATIONAL RETURNS (FORM 990) FOR YEARS SINCE 2012 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 496,918. CHANGE IN SPLIT INTEREST AGREEMENT -12,323. CONSOLIDATED ENTITY PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 20,178. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 496,918. 1 X 4 35282 NYSE 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 EXECUTIVE DIRECTOR. THE DOCUMENTATION FOR ANALYSIS IS SAVED WITH THE FORM 990 SUPPORT INFORMATION. THE TREASURER AND EXECUTIVE DIRECTOR REVIEWED SALARY AND BENEFIT SURVEY INFORMATION FROM COMPARABLE ORGANIZATIONS TO DETERMINE COMPENSATION OF ALL STAFF WHICH REVIEW WAS DISCUSSED AND DOCUMENTED AT THE FINANCE COMMITTEE OVERSEEING THE BUDGET FOR 2015. 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 IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 432,196. MANAGEMENT AND GENERAL EXPENSES 50,709. FUNDRAISING EXPENSES 62,583. TOTAL EXPENSES 545,488. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -12,323. CONSOLIDATED ENTITY FORM 990, SECTION XI, LINE 2(C): THE PROCEDURE TO OVERSEE THE AUDIT AND SELECT AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED. TUCKER BROTHERS STORE LLC 204 WEST FRANKLIN STREET RICHMOND VA 23220 273308892 RENTAL REAL ESTATE VA -16580 502537