MOUNT VERNON LADIES ASSOCIATION OF THE UNION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT VERNON LADIES ASSOCIATION OF THE UNION (EIN 54-0564701)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349306875
- Schema version
- 2013v3.0
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T21:02:53-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540564701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 7037998699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 110 | AddressLine1 |
| City | MOUNT VERNON | City |
| State | VA | State |
| ZIP Code | 221210110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP MANNO | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7037998699 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | PhoneNum |
| Preparation | 2014-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CURTIS C VIEBRANZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 110 | AddressLine1 |
| City | MOUNT VERNON | City |
| State | VA | State |
| ZIP Code | 221210110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $193,550,910 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOUNTVERNON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1853 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE MOUNT VERNON LADIES' ASSOCIATION (THE ASSOCIATION) IS TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON TO THE HIGHEST STANDARDS AND TO EDUCATE VISITORS AND PEOPLE THROUGHOUT THE WORLD ABOUT THE LIFE AND LEGACIES OF GEORGE WASHINGTON, SO THAT HIS EXAMPLE OF CHARACTER AND LEADERSHIP WILL CONTINUE TO INFORM AND INSPIRE FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 698 | TotalEmployeeCnt |
| Total Volunteers | 398 | TotalVolunteersCnt |
| Total Gross UBI | $1,318,554 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$120,440 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,833,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,922,730 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,319,672 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,958,369 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,881,725 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,195,359 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,268,278 | PYOtherRevenueAmt |
| CY Other Revenue | $9,498,552 | CYOtherRevenueAmt |
| PY Total Revenue | $39,302,758 | PYTotalRevenueAmt |
| CY Total Revenue | $51,575,010 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $206,180 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $247,182 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,685,576 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,938,620 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $92,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $951,451 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,862,887 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,529,090 | PYOtherExpensesAmt |
| CY Other Expenses | $23,690,824 | CYOtherExpensesAmt |
| PY Total Expenses | $44,513,346 | PYTotalExpensesAmt |
| CY Total Expenses | $44,828,077 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,210,588 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,746,933 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $284,321,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $300,884,282 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,038,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,152,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $254,282,547 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $275,731,364 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON TO THE HIGHEST STANDARDS AND TO EDUCATE VISITORS AND PEOPLE THOUGHOUT THE WORLD ABOUT HIS LIFE AND LEGACIES, SO THAT HIS EXAMPLE OF CHARACTER AND LEADERSHIP WILL CONTINUE TO INFORM AND INSPIRE FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,841,318 | ExpenseAmt |
| Grant | $247,182 | GrantAmt |
| Revenue | $21,773,279 | RevenueAmt |
| Desc | SEE SCHEDULE OVISITATION: IN 2013, WE WELCOMED OVER ONE MILLION GUESTS TO THE ESTATE AND 30,000 TO THE DISTILLERY & GRISTMILL. SINCE OPENING ITS DOORS TO THE PUBLIC IN THE EARLY 1860'S, WE HAVE HOSTED NEARLY 85 MILLION PEOPLE. AS EDUCATION IS ONE OF THE PRIMARY TENETS OF OUR MISSION, WE ARE PROUD TO HAVE HOSTED MORE THAN 350,000 STUDENTS IN 2013. OUR GUESTS HAIL FROM ALL 50 STATES AND DOZENS OF NATIONS AROUND THE WORLD.EMPLOYEES AND VOLUNTEERS: THE ASSOCIATION IS OPERATED BY NEARLY 600 EMPLOYEES AND APPROXIMATELY 400 VOLUNTEERS. VOLUNTEERS WORK THROUGHOUT THE ESTATE AND PROVIDE VALUABLE ASSISTANCE, ESPECIALLY DURING PEAK VISITATION PERIODS. IN 2013, THESE VOLUNTEERS CONTRIBUTED MORE THAN 51,000 HOURS TO THE ASSOCIATION. THE VOLUNTEER PROGRAM WAS FORMALLY ORGANIZED IN JUNE 1992. SINCE THEN, MORE THAN 300,000 HOURS HAVE BEEN CONTRIBUTED.KEY FINANCIAL INFORMATION: WE ARE JUSTIFIABLY PROUD THAT IN 2013, WE OPERATED WITHOUT GOVERNMENT SUPPORT OF ANY KIND, RELYING INSTEAD SOLELY ON PRIVATE CONTRIBUTIONS. WE ARE ALSO PROUD TO HOLD CHARITY NAVIGATOR'S HIGHEST RATING OF EXCELLENCE, A 4-STAR DESIGNATION. WE TAKE GREAT CARE TO ENSURE THAT THE VALUABLE RESOURCES WE RECEIVE FROM OUR SUPPORTERS ARE SPENT IN AN EFFICIENT MANNER. THE FRED W. SMITH NATIONAL LIBRARY FOR THE STUDY OF GEORGE WASHINGTON AT MOUNT VERNON: THE FRED W. SMITH NATIONAL LIBRARY FOR THE STUDY OF GEORGE WASHINGTON OPENED ON SEPTEMBER 27, 2013, TO GREAT FANFARE AND INTERNATIONAL MEDIA COVERAGE. IT SOON WELCOMED ITS FIRST CLASS OF RESIDENTIAL FELLOWS, A COHORT OF ESTABLISHED AND EMERGING SCHOLARS OF GEORGE WASHINGTON AND THE FOUNDING ERA. PULITZER PRIZE-WINNING AUTHOR AND HISTORIAN DR. ED LARSON, A MEMBER OF THIS INAUGURAL CLASS, WROTE A SUBSTANTIAL PORTION OF HIS BOOK THE RETURN OF GEORGE WASHINGTON: 1783-1789 (OCTOBER 7, 2014, WILLIAM MORROW PUBLISHERS) DURING HIS RESIDENCE AT MOUNT VERNON. TO LEARN MORE ABOUT THE FELLOWS PROGRAM AND THE FELLOWS THEMSELVES, PLEASE VISIT MOUNTVERNON.ORG/FELLOWSHIPS. THE ASSOCIATION ANNOUNCED THE CREATION OF THE NATION'S NEWEST PRESIDENTIAL LIBRARY TO FURTHER OUR MISSION OF ADVANCING APPRECIATION FOR AND UNDERSTANDING OF GEORGE WASHINGTON. THE ANNOUNCEMENT RESULTED FROM A REMARKABLE GIFT OF $38 MILLION FROM THE DONALD W. REYNOLDS FOUNDATION, THE LARGEST IN THE HISTORY OF THE ASSOCIATION. THE CAMPAIGN FOR THE LIBRARY SET AN AMBITIOUS GOAL TO RAISE $100 MILLION AND EXCEEDED IT BY RAISING $106.4 MILLION, ALL PROVIDED BY PRIVATE DONORS. GROUNDBREAKING TOOK PLACE IN APRIL 2011, AND CONSTRUCTION WAS COMPLETED THE SUMMER OF 2013. A 45,000 SQUARE FOOT FACILITY, THE LIBRARY SAFEGUARDS WASHINGTON'S BOOKS AND MANUSCRIPTS, APPROXIMATELY 1,500 ADDITIONAL 18TH-CENTURY BOOKS, AND THOUSANDS OF IMPORTANT HISTORICAL DOCUMENTS. IT ALSO SERVES AS A SCHOLARLY RETREAT FOR RESIDENTIAL FELLOWS, CREATES EDUCATIONAL OUTREACH PROGRAMS, AND PROVIDES LEADERSHIP TRAINING.PARTNERS IN PRESERVATION - THE NEW ROOM RESTORATION:IN THE SPRING OF 2013, THE ASSOCIATION PARTICIPATED IN A UNIQUE FUNDRAISING OPPORTUNITY PRESENTED BY THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN CONJUNCTION WITH AMERICAN EXPRESS. THE ASSOCIATION COMPETED AGAINST 23 OTHER SITES IN THE WASHINGTON, D.C. AREA FOR A $100,000 GRANT TO SUPPORT A PRESERVATION INITIATIVE IN A SOCIAL MEDIA-DRIVEN VOTING COMPETITION. THE JUDGES AWARDED THE ASSOCIATION WITH THE FULL $100,000 GRANT TO SUPPORT THE RESTORATION OF THE MANSION'S NEW ROOM AS A "SHINING EXAMPLE OF HISTORIC PRESERVATION THAT CAN INSPIRE HISTORY LOVERS OF ALL AGES." THIS GRANT, AND THE GENEROSITY OF OTHER FAITHFUL DONORS AND SUPPORTERS, MADE POSSIBLE THE SUBSEQUENT MAJOR RESEARCH AND RESTORATION EFFORT OF THE NEW ROOM, THE LARGEST AND GRANDEST ROOM IN GEORGE WASHINGTON'S MOUNT VERNON MANSION. THE NEW ROOM HAS SINCE REOPENED WITH A FRESH LOOK THAT BRINGS THE ROOM MUCH CLOSER TO ITS MOMENT OF GLORY DURING THE FLEETING THREE-YEAR PERIOD AFTER WASHINGTON'S PRESIDENCY. DRAWING UPON DOCUMENTARY AND PHYSICAL EVIDENCE, THE PROJECT RELIED UPON THE EXPERTISE OF MOUNT VERNON'S OWN HISTORIC PRESERVATION AND COLLECTIONS DEPARTMENT ALONG WITH THE KNOWLEDGE OF CONSULTANTS, CURATORS, AND SPECIALISTS IN THE FIELDS OF HISTORIC ARCHITECTURE, RESTORATION, CONSERVATION, AND ARCHIVING. THE RESULT IS A METICULOUS INTERPRETATION OF THE STUNNING SPACE THE WASHINGTONS USED FOR ENTERTAINING THEIR GUESTS. | Desc |
| Total Program Service Expenses | $38,841,318 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | 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 | 173 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 698 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP MANNO | PersonNm |
| Phone | 7037998699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 110 | AddressLine1 |
| City | MOUNT VERNON | City |
| State | VA | State |
| ZIP Code | 221210110 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MS MELODY SAWYER RICHARDSON | |||||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MRS P COLEMAN TOWNSEND | |||||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MRS BENJAMIN LUCAS | |||||||||
| REGENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MRS JAMES ALLISON | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS SHEPARD B ANSLEY | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS ALPHA BLACKBURN | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS JOHN BOOKOUT III | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS WILLIAM H BORTHWICK | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS FRANK L COULSON JR | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS JAMES CRUMPACKER | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS JARED EDWARDS | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS STANLEY N GAINES | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS JOSEPH W HENDERSON III | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS FRANK X HENKE III | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS DAVID GARTH HOLDSWORTH | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS CHARLES G LANE | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS HELEN HERBOTH LAUGHERY | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS FRANK MAURAN IV | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS CHARLES B MAYER | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS MICHAEL R MAYTON | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS P WILLIAM MOORE | |||||||||
| VICE REGENT (UNTIL DEC. 2013) | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS DAVID E NICHOLS | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS THOMAS E PETRI | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS CHARLES G REEDER | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS J SCHLEY RUTHERFORD | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS KENAN SAHIN | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS HUGH SCOTT III | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS EVERETTE SHERRILL | |||||||||
| VICE REGENT | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| CURTIS C VIEBRANZ | |||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $354,808 | $0 | $12,306 | ||||
| PHILIP MANNO | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $187,089 | $0 | $15,544 | ||||
| BARTON GROH | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | $248,862 | $0 | $19,086 | Yes (X) | ||||
| CAROL CADOU | |||||||||
| SNR. VP HISTORIC PRESERV. & COLL. | 40.00 | $151,000 | $0 | $11,564 | Yes (X) | ||||
| SUSAN MAGILL | |||||||||
| VP ADVANCEMENT | 40.00 | $231,164 | $0 | $19,742 | Yes (X) | ||||
| MEGAN DUNN | |||||||||
| VP OF HUMAN RESOURCES | 40.00 | $132,901 | $0 | $19,856 | Yes (X) | ||||
| F ANDERSON MORSE | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $157,194 | $0 | $21,140 | Yes (X) | ||||
| JAMIE BOSKET | |||||||||
| VP GUEST EXPERIENCE DIVISION | 40.00 | $137,089 | $0 | $12,725 | Yes (X) | ||||
| CAROLINA CAMARGO | |||||||||
| DIRECTOR OF SPECIAL GIFTS | 40.00 | $130,074 | $0 | $12,238 | Yes (X) | ||||
| ROBERT SHENK | |||||||||
| SNR. VP GUEST EXPERIENCE DIVISION | 40.00 | $127,884 | $0 | $9,235 | Yes (X) | ||||
| JAMES C REES | |||||||||
| FORMER PRESIDENT/CEO | 1.00 | $210,000 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,068,065 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $153,436 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WHITING TURNER CONTRACTING CO | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | CONSTRUCTION GENERAL CONTRACTOR | $15,616,372 |
| MAGNET DIRECT | |||||
| 45 BRAINTREE HILL OFFICE PARK STE | BRAINTREE | MA | 02184 | DIRECT MAIL FUNDRAISING CONSULT. | $978,986 |
| ELY INC | |||||
| 4110 FORESTVILLE ROAD | FORESTVILLE | MD | 20747 | FINE ARTS AND EXHIBIT CONSULTANT | $521,628 |
| MFM | |||||
| 4550 MONTGOMERY AVENUE SUITE 325 | BETHESDA | MD | 20814 | ARCHITECT | $449,292 |
| AYERSSAINTGROSS INC | |||||
| 1040 HULL STREET SUITE 1000 | BALTIMORE | MD | 21230 | ARCHITECT | $362,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $680,057 | FundraisingAmt |
| All Other Contributions | $24,242,673 | AllOtherContributionsAmt |
| Noncash Contributions | $1,274,301 | NoncashContributionsAmt |
| Total Contributions | $24,922,730 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $13,958,369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,958,369 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,958,369 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,154,348 | TotalRevenueColumnAmt |
| Exclusion | $1,154,348 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,410 | TotalRevenueColumnAmt |
| Exclusion | $206,410 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,000 | 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 | $6,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,000 | TotalRevenueColumnAmt |
| Exclusion | $6,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $138,472,699 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $136,431,688 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,041,011 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,041,011 | TotalRevenueColumnAmt |
| Exclusion | $2,041,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $100,714 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $680,057 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $214,300 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$113,586 | TotalRevenueColumnAmt |
| Exclusion | -$113,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $14,463,376 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,329,912 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,133,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,814,910 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,318,554 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $266,264 | TotalRevenueColumnAmt |
| Exclusion | $266,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $266,264 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,575,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,773,279 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,318,554 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,560,447 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,182 | TotalAmt |
| Program Services | $247,182 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,251,165 | TotalAmt |
| Program Services | $480,095 | ProgramServicesAmt |
| Management And General | $317,531 | ManagementAndGeneralAmt |
| Fundraising | $453,539 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,868,713 | TotalAmt |
| Program Services | $13,097,783 | ProgramServicesAmt |
| Management And General | $1,235,981 | ManagementAndGeneralAmt |
| Fundraising | $534,949 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,454 | TotalAmt |
| Program Services | $685,187 | ProgramServicesAmt |
| Management And General | $48,267 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,799,469 | TotalAmt |
| Program Services | $1,536,784 | ProgramServicesAmt |
| Management And General | $184,005 | ManagementAndGeneralAmt |
| Fundraising | $78,680 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285,819 | TotalAmt |
| Program Services | $1,069,012 | ProgramServicesAmt |
| Management And General | $139,095 | ManagementAndGeneralAmt |
| Fundraising | $77,712 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,172 | TotalAmt |
| Program Services | $47,336 | ProgramServicesAmt |
| Management And General | $47,836 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,318 | TotalAmt |
| Program Services | $61,485 | ProgramServicesAmt |
| Management And General | $51,344 | ManagementAndGeneralAmt |
| Fundraising | $4,489 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $951,451 | TotalAmt |
| Fundraising | $951,451 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,750 | TotalAmt |
| Management And General | $385,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,919,612 | TotalAmt |
| Program Services | $3,289,858 | ProgramServicesAmt |
| Management And General | $265,648 | ManagementAndGeneralAmt |
| Fundraising | $364,106 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,525 | TotalAmt |
| Program Services | $749,907 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
| Fundraising | $23,611 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,714,663 | TotalAmt |
| Program Services | $3,218,257 | ProgramServicesAmt |
| Management And General | $257,404 | ManagementAndGeneralAmt |
| Fundraising | $239,002 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,941 | TotalAmt |
| Program Services | $42,096 | ProgramServicesAmt |
| Management And General | $8,289 | ManagementAndGeneralAmt |
| Fundraising | $5,556 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,168,272 | TotalAmt |
| Program Services | $1,131,742 | ProgramServicesAmt |
| Management And General | $36,530 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,362 | TotalAmt |
| Program Services | $255,559 | ProgramServicesAmt |
| Management And General | $19,663 | ManagementAndGeneralAmt |
| Fundraising | $16,140 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,624 | TotalAmt |
| Program Services | $62,231 | ProgramServicesAmt |
| Management And General | $11,801 | ManagementAndGeneralAmt |
| Fundraising | $1,592 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,631 | TotalAmt |
| Program Services | $600,631 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,395,330 | TotalAmt |
| Program Services | $6,395,330 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,510 | TotalAmt |
| Program Services | $113,579 | ProgramServicesAmt |
| Management And General | $45,426 | ManagementAndGeneralAmt |
| Fundraising | $20,505 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COLLECTIONS & LIBRARY | $2,468,199 | $2,468,199 | ||
| REPAIRS & MAINTENANCE | $2,011,868 | $1,996,098 | $15,770 | |
| OTHER EXPENSES | $1,438,047 | $1,292,967 | $53,525 | $91,555 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,828,077 | TotalAmt |
| Program Services | $38,841,318 | ProgramServicesAmt |
| Management And General | $3,123,872 | ManagementAndGeneralAmt |
| Fundraising | $2,862,887 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,304 | TotalAmt |
| Program Services | $694,267 | ProgramServicesAmt |
| Management And General | $37,869 | ManagementAndGeneralAmt |
| Fundraising | $530,168 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $660,097 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,510,225 | BOYAmt |
| EOY | $19,886,482 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,311,423 | BOYAmt |
| EOY | $20,259,533 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,657 | BOYAmt |
| EOY | $896,186 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $500,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,751,556 | BOYAmt |
| EOY | $3,275,112 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,828 | BOYAmt |
| EOY | $422,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $155,509,129 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,133,616 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,431,236 | BOYAmt |
| EOY | $102,375,513 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,523,123 | BOYAmt |
| EOY | $102,375,477 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,422,589 | BOYAmt |
| EOY | $46,812,787 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,093,626 | BOYAmt |
| EOY | $3,420,434 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,321,263 | BOYAmt |
| EOY | $300,884,282 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,442,451 | BOYAmt |
| EOY | $4,740,857 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,712 | BOYAmt |
| EOY | $637,365 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000,000 | BOYAmt |
| EOY | $15,000,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $200,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,004,553 | BOYAmt |
| EOY | $4,574,696 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,038,716 | BOYAmt |
| EOY | $25,152,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,341,337 | BOYAmt |
| EOY | $147,132,981 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,286,823 | BOYAmt |
| EOY | $91,811,160 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,654,387 | BOYAmt |
| EOY | $36,787,223 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,282,547 | BOYAmt |
| EOY | $275,731,364 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,321,263 | BOYAmt |
| EOY | $300,884,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,746,933 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,879,768 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $385,750 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $2,436,366 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,861,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,151,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,346,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,833,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,922,730 | CurrentTaxYearAmt |
| Total | $146,114,683 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,531,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,657,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,880,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,103,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,733,948 | CurrentTaxYearAmt |
| Total | $131,907,056 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,392,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,808,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,226,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,936,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,656,678 | CurrentTaxYearAmt |
| Total | $278,021,739 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $828,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,262,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,160,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,812,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,230,229 | CurrentTaxYearAmt |
| Total | $24,293,608 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $828,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,262,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,160,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,812,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,230,229 | CurrentTaxYearAmt |
| Total | $24,293,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $253,728,131 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,264,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,236,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,406,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,307,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,366,758 | CurrentTaxYearAmt |
| Total | $8,581,620 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,264,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,236,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,406,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,307,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,366,758 | CurrentTaxYearAmt |
| Total | $8,581,620 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $388,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $324,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $221,480 | CurrentTaxYearAmt |
| Total | $1,725,451 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $503,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $708,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $576,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $266,264 | CurrentTaxYearAmt |
| Total | $2,435,126 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,426,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,934,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,665,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,226,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,511,180 | CurrentTaxYearAmt |
| Total | $290,763,936 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87260 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88100 | PublicSupportPY509Pct |
| Investment Income CY | 0.02950 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03940 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2009 AMOUNT: $ 380,582. 2010 AMOUNT: $ 503,186. 2011 AMOUNT: $ 708,730. 2012 AMOUNT: $ 576,364. 2013 AMOUNT: $ 266,264. | ExplanationTxt |
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 | $140,394,581 | BeginningYearBalanceAmt |
| Contributions | $16,693,092 | ContributionsAmt |
| Investment Earnings Or Losses | $11,074,871 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,486,296 | OtherExpendituresAmt |
| End Year Balance | $151,676,248 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,418,489 | BeginningYearBalanceAmt |
| Contributions | $12,286,942 | ContributionsAmt |
| Investment Earnings Or Losses | $8,122,184 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,433,034 | OtherExpendituresAmt |
| End Year Balance | $140,394,581 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $131,023,770 | BeginningYearBalanceAmt |
| Contributions | $12,372,930 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,798,880 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,179,331 | OtherExpendituresAmt |
| End Year Balance | $134,418,489 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,199,712 | BeginningYearBalanceAmt |
| Contributions | $39,819,617 | ContributionsAmt |
| Investment Earnings Or Losses | $8,295,058 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,290,617 | OtherExpendituresAmt |
| End Year Balance | $131,023,770 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,929,789 | BeginningYearBalanceAmt |
| Contributions | $1,650,414 | ContributionsAmt |
| Investment Earnings Or Losses | $9,850,876 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,231,367 | OtherExpendituresAmt |
| End Year Balance | $85,199,712 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21490 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.54260 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $963,362 | OtherCostOrOtherBasisAmt |
| Book Value | $963,362 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,266,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,572,371 | DepreciationAmt |
| Book Value | $81,694,390 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,194,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,890,126 | DepreciationAmt |
| Book Value | $19,304,659 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,084,221 | OtherCostOrOtherBasisAmt |
| Depreciation | $671,119 | DepreciationAmt |
| Book Value | $413,102 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $102,375,513 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LONG/SHORT EQUITY HEDGE FUNDS | $22,224,537 | F |
| EVENT DRIVEN HEDGE FUNDS | $17,981,962 | F |
| DISTRESSED DEBT HEDGE FUNDS | $5,079,432 | F |
| PRIVATE EQUITY FUNDS | $1,526,856 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,812,787 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP AGREEMENT | $3,435,853 |
| ANNUITY GIFT LIABILITY | $953,067 |
| POOLED INCOME FUND LIABILITY | $161,924 |
| GIFT CERTIFICATES | $18,209 |
| DUE TO REGION 5 HISTORY FUND | $5,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,574,696 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $71,435,356 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,879,768 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,436,366 | OtherRevenueAmt |
| Revenue Not Reported | $14,316,134 | RevenueNotReportedAmt |
| Revenue Subtotal | $57,119,222 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$5,544,212 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$5,544,212 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,575,010 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,986,539 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,986,539 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $385,750 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$5,544,212 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$5,158,462 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $44,828,077 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | HISTORICAL PROPERTIES OWNED BY THE ASSOCIATION WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION. THESE HISTORICAL PROPERTIES ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION. THE COST OF THE PROPERTIES IN NOT READILY AVAILABLE, AND THE ASSOCIATION IS OF THE OPINION THAT, BECAUSE OF THE INTRINSIC VALUE OF THE PROPERTIES, IT IS IMPRACTICAL TO ASSIGN VALUES TO THE COMPONENTS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. FINANCIAL STATEMENTS DO NOT REFLECT ANY CONTRIBUTED COLLECTION ITEMS. |
| PART III, LINE 4: | THE ASSOCIATION COLLECTS, RESEARCHES, CONSERVES, RESTORES, RECONSTRUCTS, PRESERVES, DOCUMENTS, AND SHARES WITH THE PUBLIC HISTORIC STRUCTURES, ARCHAEOLOGICAL SITES, AND THE CULTURAL LANDSCAPE AS WELL AS TWO AND THREE-DIMENSIONAL OBJECTS IN A VARIETY OF MEDIA. RESPONSIBILITY FOR THE PRESERVATION AND MAINTENANCE OF THE HISTORIC STRUCTURES, CULTURAL RESOURCES AND THE COLLECTIONS FALLS TO THE HISTORIC PRESERVATION AND COLLECTIONS DEPARTMENT AND THE FRED W. SMITH LIBRARY FOR THE STUDY OF GEORGE WASHINGTON AT MOUNT VERNON. THE HISTORIC PRESERVATION AND COLLECTIONS DEPARTMENT IS DIVIDED INTO THE FINE AND DECORATIVE ARTS CURATORIAL COLLECTION, THE ARCHAEOLOGICAL COLLECTION, THE ARCHITECTURAL FRAGMENTS COLLECTION, AND PHOTO ARCHIVES. THE FINE AND DECORATIVE ARTS CURATORIAL COLLECTION INCLUDES THREE-DIMENSIONAL OBJECTS, TEXTILES, WORKS OF ART ON PAPER, AND PAINTINGS. THE ARCHAEOLOGICAL COLLECTION INCLUDES ARTIFACTS AND THEIR ASSOCIATED DOCUMENTATION DERIVING FROM EXCAVATION PROJECTS, AS WELL AS RANDOM FINDS ORIGINATING ON THE MOUNT VERNON ESTATE. THE ARCHITECTURAL FRAGMENTS COLLECTION INCLUDES FEATURES, BUILDING MATERIALS, AND FINISH TREATMENTS THAT ARE ARCHITECTURAL IN NATURE, AND WHICH HAVE BEEN REMOVED FROM THEIR ORIGINAL CONTEXT DURING THE COURSE OF RESTORATION WORK UNDERTAKEN TO STABILIZE, PROTECT, OR REINTERPRET MOUNT VERNON'S HISTORIC BUILDINGS AND STRUCTURES. PHOTO ARCHIVES CONTAINS MODERN FILM, NEGATIVES, AND DIGITAL IMAGE FILES OF A VARIETY OF MOUNT VERNON RELATED SUBJECTS. SPECIAL COLLECTIONS INCLUDES RARE BOOKS, HISTORIC MANUSCRIPTS, PHOTOGRAPHS, THE ASSOCIATION'S ARCHIVAL MATERIALS, AND PRINTED EPHEMERA. THE LIBRARY COLLECTS PRINTED MATERIAL WITH A PRIMARY EMPHASIS ON GEORGE WASHINGTON, MOUNT VERNON, AND THE MOUNT VERNON LADIES' ASSOCIATION. THE MOST IMPORTANT INITIAL CRITERION WITH WHICH TO EVALUATE A POTENTIAL ACQUISITION IS ITS CONTRIBUTION TO INTERPRETATION, EXHIBITION, AND RESEARCH VALUE AT MOUNT VERNON. THIS INCLUDES THE FOLLOWING ITEMS: OBJECTS ORIGINAL TO MOUNT VERNON OR OWNED BY GEORGE AND MARTHA WASHINGTON; OBJECTS RELATED TO WASHINGTON'S NON-DOMESTIC LIFE, INCLUDING HIS ROLE AS MILITARY LEADER, SURVEYOR, AND PRESIDENT; MANUSCRIPTS BY GEORGE OR MARTHA WASHINGTON NOT PREVIOUSLY REPRODUCED OR PUBLISHED IN PRINT OR ELECTRONIC FORMAT; BOOKS AND OTHER PUBLISHED MATERIALS OWNED BY GEORGE OR MARTHA WASHINGTON; OBJECTS RELATING TO THE DEVELOPMENT AND DOMESTIC LIFE OF MOUNT VERNON, INCLUDING MATERIAL RELATED TO FAMILY MEMBERS, VISITORS, AND ACQUAINTANCES; PERIOD OBJECTS THAT REPLICATE OBJECTS THAT WERE AT MOUNT VERNON, FOR THE PURPOSE OF ENHANCING THE INTERPRETATION AND UNDERSTANDING OF THE ESTATE AND THE LIFE AND LEGACY OF GEORGE AND MARTHA WASHINGTON; ARCHIVAL MATERIALS RELATING TO THE DEVELOPMENT AND DOMESTIC LIFE OF MOUNT VERNON, INCLUDING MATERIALS OF FAMILY MEMBERS, VISITORS, AND ACQUAINTANCES; BOOKS OF THE WASHINGTON AND CUSTIS FAMILIES THAT ARE RELATED TO COLLECTIONS OR INTERPRETATION GOALS; MANUSCRIPTS BY GEORGE OR MARTHA WASHINGTON PREVIOUSLY REPRODUCED OR PUBLISHED IN PRINT OR ELECTRONIC FORMAT; MAPS, PLANS, SURVEYS, MANUSCRIPTS, RARE BOOKS, PHOTOGRAPHS AND OTHER DOCUMENTS OF HISTORICAL VALUE RELATING TO 17TH, 18TH 19TH AND 20TH CENTURY LIFE AT MOUNT VERNON AND THE WASHINGTON FAMILY. |
| PART X, LINE 2: | THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 2,711,325. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -274,959. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES -214,300. COST OF GOODS SOLD -5,329,912. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT DIRECT EXPENSES -214,300. COST OF GOOD SOLD -5,329,912. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MAGNET DIRECT | ||||||||
| 45 BRAINTREE HILL OFFICE PARK SUIT | BRAINTREE | MA | 02184 | DIRECT MAIL | 0 | $1,947,919 | $978,986 | $968,933 |
| KEY & ASSOCIATES | ||||||||
| 8630 FENTON STREET | SILVER SPRING | MD | 20910 | FUNDRAISING CONSULTANT | 0 | $126,000 | $50,000 | $76,000 |
| DINI PARTNERS | ||||||||
| 2727 ALLEN PARKWAY SUITE 1650 | HOUSTON | TX | 77019 | FUNDRAISING CONSULTANT | 0 | $0 | $29,654 | -$29,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,073,919 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,058,640 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,015,279 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DISCUS | NameOfEvent1Amt |
| Gross Receipts Event1 | $406,460 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $354,260 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,200 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $53,758 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $59,993 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | LIFE GUARD EVENTS | NameOfEvent2Amt |
| Gross Receipts Event2 | $193,648 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $176,148 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,500 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,825 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $28,217 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,905 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $7,306 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $180,663 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $149,649 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $31,014 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $200 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $35,897 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,730 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,069 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $780,771 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $680,057 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $100,714 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $60,783 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $64,114 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,035 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $82,368 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $214,300 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$113,586 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| DISCOVERY CHILDREN'S MUSEUM | |||||||
| 360 PROMENADE PLACE | LAS VEGAS | NV | 89106 | 942943891 | 501(C)(3) | $81,693 | SCHOOL TRANSPORTATION GRANTS FOR TRAVELING EXHIBIT |
| RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA | |||||||
| 504 ALDERMAN LIBRARY | CHARLOTTESVILLE | VA | 229044117 | 546001796 | 501(C)(3) | $55,000 | HISTORICAL SCHOLARSHIP |
| ACCOKEEK FOUNDATION | |||||||
| 3400 BRYAN POINT ROAD | ACCOKEEK | MD | 20607 | 526037288 | 501(C)(3) | $30,000 | VIEWSHED PRESERVATION |
| MISSOURI HISTORY MUSEUM | |||||||
| 5700 LINDELL BLVD | ST LOUIS | MO | 63112 | 430654866 | 501(C)(3) | $29,162 | SCHOOL TRANSPORTATION GRANTS FOR TRAVELING EXHIBIT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PERIODICALLY AWARDS GRANTS TO ORGANIZATIONS WITH WHICH WE PARTNER ON PROJECTS THAT FURTHER OUR MISSION. GRANTS ARE APPROVED AND DOCUMENTED WITH FORMAL GRANT AGREEMENTS, AND FUNDS ARE DISBURSED ACCORDING TO THE SUBSTANTIATION PROVISIONS OF EACH GRANT AGREEMENT. THE ASSOCIATION REQUIRES GRANT REPORTS AT THE END OF EACH AND/OR MONITORS PROGRESS TOWARDS GRANT ACCOMPLISHMENTS THROUGH OUR DAY-TO-DAY INVOLVEMENT WITH A PARTNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CURTIS C VIEBRANZ | ||||||||||||||
| PRESIDENT/CEO | $304,808 | $0 | $50,000 | $0 | $0 | $0 | $7,096 | $0 | $5,210 | $0 | $367,114 | $0 | $0 | $0 |
| PHILIP MANNO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $187,089 | $0 | $0 | $0 | $0 | $0 | $14,443 | $0 | $1,101 | $0 | $202,633 | $0 | $0 | $0 |
| BARTON GROH | ||||||||||||||
| CHIEF OPERATING OFFICER | $243,862 | $0 | $5,000 | $0 | $0 | $0 | $17,240 | $0 | $1,846 | $0 | $267,948 | $0 | $0 | $0 |
| CAROL CADOU | ||||||||||||||
| SNR. VP HISTORIC PRESERV. & COLL. | $151,000 | $0 | $0 | $0 | $0 | $0 | $10,670 | $0 | $894 | $0 | $162,564 | $0 | $0 | $0 |
| SUSAN MAGILL | ||||||||||||||
| VP ADVANCEMENT | $231,164 | $0 | $0 | $0 | $0 | $0 | $18,123 | $0 | $1,619 | $0 | $250,906 | $0 | $0 | $0 |
| MEGAN DUNN | ||||||||||||||
| VP OF HUMAN RESOURCES | $132,901 | $0 | $0 | $0 | $0 | $0 | $9,430 | $0 | $10,426 | $0 | $152,757 | $0 | $0 | $0 |
| F ANDERSON MORSE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $147,194 | $0 | $10,000 | $0 | $0 | $0 | $10,632 | $0 | $10,508 | $0 | $178,334 | $0 | $0 | $0 |
| JAMES C REES | ||||||||||||||
| FORMER PRESIDENT/CEO | $0 | $0 | $0 | $0 | $210,000 | $0 | $0 | $0 | $0 | $0 | $210,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE PRESIDENT/CEO OF THE ASSOCIATION IS REQUIRED TO LIVE ON THE PREMISES AND IS PROVIDED WITH HOUSING, AND PERSONAL SERVICES FOR THE CARE OF THE PROPERTY. AS SUCH, THESE ARE NON TAXABLE ALLOWANCES GIVEN. SPOUSAL TRAVEL FOR THE PRESIDENT/CEO IS ALSO PROVIDED, BUT IS INCLUDED AS A TAXABLE FRINGE BENEFIT. |
| PART I, LINE 4A | JAMES REES, FORMER PRESIDENT/CEO, RECEIVED A SEVERANCE OF $210,000 IN JANUARY OF 2013. |
| PART I, LINE 7 | THE BONUS COMPENSATION AMOUNTS WERE DETERMINED BY DISCRETION OF THE BOARD AS A ONE TIME PAYMENT, AND NOT CONTINGENT UPON OR DETERMINED BY THE ACTIVITIES OF THE ORGANIZATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911910090 | BondIssuerEIN |
| CUSIP | 30382EDU5 | CUSIPNum |
| Bond Issued | 2007-06-20 | BondIssuedDt |
| Issue Price | $15,000,000 | IssuePriceAmt |
| Purpose | REFINANCE EXISTING BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $15,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $128,967 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $14,871,033 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Stsfd | 0 | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 46 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,548,431 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ASSOCIATION'S PROCESS FOR PREPARING AND REVIEWING THE IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, CONTAINED FOUR LEVELS OF REVIEW: 1) A DRAFT OF THE FEDERAL FORM 990 WAS PREPARED BY OUR TAX ADVISORS, RAFFA, P.C., BASED ON FINANCIAL INFORMATION IN OUR CERTIFIED AUDIT, ORGANIZATIONAL INFORMATION DOCUMENTED FROM THE AUDIT, PREPARATION OF INFORMATION SCHEDULES BY THE FINANCE DEPARTMENT AND ANSWERS TO CHECKLIST QUESTIONS; 2) THE DRAFT OF IRS FORM 990 WAS REVIEWED BY THE ASSOCIATION'S MANAGEMENT (CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CONTROLLER) FOR ACCURACY AND COMPLETENESS; 3) RAFFA, P.C. REVIEWED THE FINAL DRAFT OF IRS FORM 990 WITH REGENT, CHAIR OF THE FINANCE COMMITTEE AND FULL AUDIT COMMITTEE; 4) THE FINAL DRAFT WAS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATION'S CONFLICT OF INTEREST POLICY REQUIRES THE ANNUAL COMPLETION OF A CONFLICT OF INTEREST FORM BY ALL BOARD OF DIRECTORS, ADVISORY COMMITTEE MEMBERS, OFFICERS AND KEY EMPLOYEES. THE FORM WAS PREPARED BY OUTSIDE COUNSEL AND ASKS FOR DOCUMENTATION OF POTENTIAL CONFLICTS OF INTEREST IN THE FOLLOWING AREAS: FINANCIAL INTERESTS, GIFTS OR ENTERTAINMENT THAT MIGHT INFLUENCE DECISION MAKING, AND ANY OTHER ACTIVITIES. THE FORMS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND ARE DISCUSSED WITH THE OUTSIDE COUNSEL AND THE EXECUTIVE COMMITTEE OF THE BOARD, IF APPROPRIATE. THE PRESIDENT REVIEWS THE COMPLETED FORM OF THE CFO, AND TAKES ANY APPROPRIATE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2013, THE ASSOCIATION HIRED A COMPENSATION CONSULTANT TO PERFORM A COMPARATIVE MARKET STUDY ON OVER 50 FULL-TIME POSITIONS. THIS STUDY INCLUDED ALL EXECUTIVE AND MANAGEMENT POSITIONS AND A NUMBER OF FRONT LINE STAFF POSITIONS. COMPENSATION WAS BENCHMARKED AGAINST OUR PEER GROUP (MUSEUMS AND HISTORICAL SITES), SIMILAR POSITIONS IN THE WASHINGTON DC METRO AREA AND THE NOT-FOR-PROFIT INDUSTRY AT-LARGE. SEVERAL MARKET ADJUSTMENTS WERE MADE, AND SALARY GRADES AND PAY SCALES WERE RE-ESTABLISHED FOR ALL POSITIONS. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS REVIEWED AND APPROVED THE COMPENSATION STRUCTURE OF THE PRESIDENT AND CEO. CEO COMPENSATION WAS COMPARED TO PUBLICLY AVAILABLE DATA ON SIMILAR SIZED ORGANIZATIONS IN THE NOT-FOR-PROFIT AND MUSEUM/HISTORIC SITES INDUSTRIES AS WELL AS MARKET DATA FOR THE WASHINGTON DC METRO AREA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC THROUGH THE STATE OF VIRGINIA STATE CORPORATION COMMISSION. THE BYLAWS AND THE CONFLICTS OF INTEREST POLICY, WHICH REQUIRES ANNUAL DISCLOSURE OF CONFLICTING INTERESTS BY BOARD OF DIRECTORS AND OFFICERS, ARE NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE POSTED ON OUR WEBSITE AND ARE INCLUDED IN THE ASSOCIATION'S ANNUAL REPORT, WHICH IS DISTRIBUTED TO THE DONOR POPULATION AND IS ALSO AVAILABLE UPON SPECIFIC REQUEST. IN ADDITION, A SUMMARY OF THE ASSOCIATION'S FINANCIAL INFORMATION IS POSTED ON GUIDESTAR(WWW.GUIDESTAR.ORG). |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTERET RATE SWAP AGREEMENT 2,711,325. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -274,959. |