FORD S THEATRE SOCIETY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FORD S THEATRE SOCIETY (EIN 52-6073157)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-03-17
- IRS object ID
- 201420779349300207
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-17T09:18:28-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202153727 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & Company LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 International Circle Suite 5500 | AddressLine1 |
| City | Hunt Valley | City |
| State | MD | State |
| ZIP Code | 21030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526073157 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ford's Theatre Society | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FORD | NameControl |
| Phone | 2026382941 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 Tenth Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul Tetreault | Name |
| Title | Director | Title |
| Phone | 2026382941 | Phone |
| Date Signed | 2014-03-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Graylin Smith | Name |
| PTIN | P00644233 | PTIN |
| Phone | 4105840060 | Phone |
| Date Prepared | 2014-03-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Paul Tetreault | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 Tenth Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12522560 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.fordstheatre.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | To celebrate the legacy of President Abraham Lincoln and explore the American experience through theatre and education. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 55 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 55 | NbrIndependentVotingMembers |
| Total Nbr Employees | 304 | TotalNbrEmployees |
| Total Nbr Volunteers | 1025 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7560300 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5696459 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5564654 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5569922 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 268018 | InvestmentIncomePriorYear |
| Investment Income Current Year | 441781 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 231154 | OtherRevenuePriorYear |
| Other Revenue Current Year | -52221 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13624126 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11655941 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7273669 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6753530 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 722771 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6425565 | OtherExpensePriorYear |
| Other Expenses Current Year | 5797935 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13699234 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12551465 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -75108 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -895524 | RevenuesLessExpensesCY |
| Total Assets BOY | 54996182 | TotalAssetsBOY |
| Total Assets EOY | 52815065 | TotalAssetsEOY |
| Total Liabilities BOY | 4409216 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2180210 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 50586966 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 50634855 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To celebrate the legacy of President Abraham Lincoln and explore the American experience through theatre and education. A working theatre, historical monument, world-class museum and learning center, Ford's Theatre is the premier destination in Washington, D.C., to explore and celebrate Lincoln's ideals and leadership principles: courage, integrity, tolerance, equality and creative expression. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7145319 | Expense |
| Revenue | 5569922 | Revenue |
| Description | Productions - Each year, over 600,000 patrons visit Ford's Theatre. During FY 2013, FTS mainstage productions were Fly, A Christmas Carol, Our Town, and Hello Dolly. These shows entertained more than 97,000 local, national, and international patrons. The One Destiny performances and McDevitt Tour engaged over 36,000 patrons interested in learning of the tragic event occurring April 14, 1865 at Ford's Theatre and tracing the steps surrounding the investigation of Lincoln's assassination. | Description |
| Total Program Service Expense | 7145319 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 116 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 304 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 55 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 55 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
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| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ID | StatesWhereCopyOfReturnIsFiled |
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| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
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| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
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| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
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| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2026382941 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 Tenth Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (59 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Eric A Spiegel | |||||||
| Chairman | 20.00 | X | X | 0 | 0 | 0 | |
| Wayne R Reynolds | |||||||
| Chairman Emeritus | 5.00 | X | X | 0 | 0 | 0 | |
| Rex W Tillerson | |||||||
| Vice-Chairman | 5.00 | X | X | 0 | 0 | 0 | |
| James W Dyer | |||||||
| Treasurer | 5.00 | X | X | 0 | 0 | 0 | |
| Abigail P Blunt | |||||||
| Secretary | 5.00 | X | X | 0 | 0 | 0 | |
| Brian C Anderson | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Deborah I Dingell | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Gloria Dittus | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Robert J Fitch | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Kent Knutson | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Marlene Malek | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Sharon Malone MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| William H Timbers | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Rima Al-Sabah | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Tina Alster MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Lisa Arpey | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Hon Lea Berman | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Paul Berry | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Susan J Blumenthal MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Hon Elain L Chao | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Frank Conner III | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Greg Craig | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Kasey A Crowley | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Constance Milstein de St Hilaire | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Michael G Dovey | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Lawrence Duncan III | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Melvyn J Estrin | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| David Fogg | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Karyn M Frist | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Melodee Hanes | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Susan Hess | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Hon Sven Erik Holmes | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Ghada Irani | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Norman Jemal | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Albert Baker Knoll | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Kathleen K Manatt | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Judy McCarthy | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Hon Joseph McDade | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Andrew McKenna | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Waldo G McMillan Jr | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Hon William F McSweeny | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Eleanor Merrill | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Richard A Mullen | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Vincent B Orange Sr | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Ronald O Perelman | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Heather Podesta | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Vanessa I Reed | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Landra Reid | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Vicki Risch | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Cynthia Rogers | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Hon Frederick J Ryan Jr | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Albert Small | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Betty Ann Tanner | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Louise Taper | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Jill Cooper Udall | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Paul Tetreault | |||||||
| Director | 40.00 | X | 399639 | 0 | 30361 | ||
| Michelle Keegan | |||||||
| Former Director of Development | 40.00 | 130398 | 0 | 14123 | X | ||
| Kristin Fox-Siegmund | |||||||
| Director of Programming | 40.00 | 133157 | 0 | 14361 | X | ||
| Douglas Wilson | |||||||
| Director of Finance | 40.00 | 126338 | 0 | 14031 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 789532 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 72876 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WP Company LLC | |||||
| PO Box 17641 | Baltimore | MD | 212971641 | Advertising | 320089 |
| Armfield Harrison & Thomas | |||||
| 20 South King St | Leesburg | VA | 20175 | Insurance Services | 190214 |
| TSA Inc | |||||
| PO Box 153 | Newington | VA | 22122 | Scenery Construction | 180675 |
| Red Coats Inc | |||||
| PO Box 79579 | Baltimore | MD | 21279 | Janitorial Services | 132973 |
| Design Cuisine | |||||
| 2659 S Shirlington Rd | Arlington | VA | 22206 | Catering | 125825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 1369500 | FundraisingEvents |
| Government Grants | 396308 | GovernmentGrants |
| All Other Contributions | 3930651 | AllOtherContributions |
| Total Contributions | 5696459 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Production Revenue | 711110 | 4552445 | 4552445 |
| Tour Admission Fees | 711110 | 785068 | 785068 |
| Restoration Fees | 711110 | 232409 | 232409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5569922 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 407986 | TotalRevenueColumn |
| Exclusion | $407,986 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6135 | TotalRevenueColumn |
| Exclusion | $6,135 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 354653 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 320858 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33795 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33795 | TotalRevenueColumn |
| Exclusion | $33,795 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 131500 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1369500 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 545761 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -414261 | TotalRevenueColumn |
| Exclusion | -$414,261 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Concession Income | Description |
| Business Code | 722310 | BusinessCode |
| Total Revenue Column | 213125 | TotalRevenueColumn |
| Exclusion | $213,125 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142780 | TotalRevenueColumn |
| Exclusion | $142,780 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 355905 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11655941 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5569922 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $389,560 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 444761 | Total |
| Program Services | 289123 | ProgramServices |
| Management And General | 119402 | ManagementAndGeneral |
| Fundraising | 36236 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4709439 | Total |
| Program Services | 3061447 | ProgramServices |
| Management And General | 1264310 | ManagementAndGeneral |
| Fundraising | 383682 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423721 | Total |
| Program Services | 333574 | ProgramServices |
| Management And General | 89151 | ManagementAndGeneral |
| Fundraising | 996 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711925 | Total |
| Program Services | 400702 | ProgramServices |
| Management And General | 260591 | ManagementAndGeneral |
| Fundraising | 50632 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463684 | Total |
| Program Services | 309455 | ProgramServices |
| Management And General | 118688 | ManagementAndGeneral |
| Fundraising | 35541 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49992 | Total |
| Management And General | 49992 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44852 | Total |
| Management And General | 44852 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17500 | Total |
| Management And General | 17500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183346 | Total |
| Program Services | 27531 | ProgramServices |
| Management And General | 48496 | ManagementAndGeneral |
| Fundraising | 107319 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595463 | Total |
| Program Services | 593938 | ProgramServices |
| Fundraising | 1525 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 451270 | Total |
| Program Services | 23751 | ProgramServices |
| Management And General | 341916 | ManagementAndGeneral |
| Fundraising | 85603 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23555 | Total |
| Program Services | 1290 | ProgramServices |
| Management And General | 22265 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284398 | Total |
| Program Services | 284398 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 703726 | Total |
| Program Services | 20494 | ProgramServices |
| Management And General | 683232 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63344 | Total |
| Program Services | 61930 | ProgramServices |
| Management And General | 1414 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4968 | Total |
| Program Services | 3783 | ProgramServices |
| Fundraising | 1185 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44937 | Total |
| Management And General | 44937 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1494411 | Total |
| Program Services | 121886 | ProgramServices |
| Management And General | 1372525 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90474 | Total |
| Management And General | 90474 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Production | 1306276 | 1306276 | 0 | |
| Housing | 234228 | 234049 | 179 | |
| Meals and Entertainment | 41903 | 28767 | 10021 | 3115 |
| Gov't & Professional Du | 40744 | 1405 | 32840 | 6499 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122548 | Total |
| Program Services | 41520 | ProgramServices |
| Management And General | 70590 | ManagementAndGeneral |
| Fundraising | 10438 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12551465 | Total |
| Program Services | 7145319 | ProgramServices |
| Management And General | 4683375 | ManagementAndGeneral |
| Fundraising | 722771 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1681452 | BOY |
| EOY | 1411513 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389644 | BOY |
| EOY | 50146 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3647928 | BOY |
| EOY | 2324663 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260861 | BOY |
| EOY | 62284 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319393 | BOY |
| EOY | 389971 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40986951 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5104865 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37193923 | BOY |
| EOY | 35882086 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11086529 | BOY |
| EOY | 12238267 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416452 | BOY |
| EOY | 456135 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54996182 | BOY |
| EOY | 52815065 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 624120 | BOY |
| EOY | 644894 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 734437 | BOY |
| EOY | 567542 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2975000 | BOY |
| EOY | 900000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75659 | BOY |
| EOY | 67774 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4409216 | BOY |
| EOY | 2180210 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39000558 | BOY |
| EOY | 38236608 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6236244 | BOY |
| EOY | 7048083 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5350164 | BOY |
| EOY | 5350164 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50586966 | BOY |
| EOY | 50634855 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54996182 | BOY |
| EOY | 52815065 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -895524 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 943413 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22872284 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7066690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6675521 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7560300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5696459 | CurrentTaxYear |
| Total | 49871254 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2703771 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3999183 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3798912 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5564654 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5569922 | CurrentTaxYear |
| Total | 21636442 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25576055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11065873 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10474433 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13124954 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11266381 | CurrentTaxYear |
| Total | 71507696 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1458722 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 564330 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 625281 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 495000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 435000 | CurrentTaxYear |
| Total | 3578333 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1458722 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 564330 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 625281 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 495000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 435000 | CurrentTaxYear |
| Total | 3578333 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 67929363 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1571345 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 375176 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 319930 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 273933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 768774 | CurrentTaxYear |
| Total | 3309158 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1571345 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 375176 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 319930 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 273933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 768774 | CurrentTaxYear |
| Total | 3309158 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 152994 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 539846 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 331249 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 155287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 355905 | CurrentTaxYear |
| Total | 1535281 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27300394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11980895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11125612 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13554174 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12391060 | CurrentTaxYear |
| Total | 76352135 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88970 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91250 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04330 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03440 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11330 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11330 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13085896 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13097226 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 804861 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 201215 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 719039 | CurrentYearMinus2 |
| Current Year Minus1 | 834962 | CurrentYearMinus1 |
| Current Year | 804861 | CurrentYear |
| Total | 2358862 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,538,293 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 11370 | CurrentYearMinus2 |
| Current Year Minus1 | 10995 | CurrentYearMinus1 |
| Current Year | 11330 | CurrentYear |
| Total | 33695 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 179760 | CurrentYearMinus2 |
| Current Year Minus1 | 208741 | CurrentYearMinus1 |
| Current Year | 201215 | CurrentYear |
| Total | 589716 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $884,574 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9263447 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1238160 | InvestmentEarningsOrLosses |
| Other Expenditures | 490910 | OtherExpenditures |
| Administrative Expenses | 17500 | AdministrativeExpenses |
| End Of Year Balance | 9993197 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8875339 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 881037 | InvestmentEarningsOrLosses |
| Other Expenditures | 472929 | OtherExpenditures |
| Administrative Expenses | 20000 | AdministrativeExpenses |
| End Of Year Balance | 9263447 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8402856 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 958354 | InvestmentEarningsOrLosses |
| Other Expenditures | 462067 | OtherExpenditures |
| Administrative Expenses | 23804 | AdministrativeExpenses |
| End Of Year Balance | 8875339 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8501426 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | 443286 | InvestmentEarningsOrLosses |
| Other Expenditures | 506754 | OtherExpenditures |
| Administrative Expenses | 36102 | AdministrativeExpenses |
| End Of Year Balance | 8402856 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9889560 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -816937 | InvestmentEarningsOrLosses |
| Other Expenditures | 535638 | OtherExpenditures |
| Administrative Expenses | 35559 | AdministrativeExpenses |
| End Of Year Balance | 8501426 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.53540 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.46460 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26180370 | OtherCostOrOtherBasis |
| Depreciation | 1303922 | Depreciation |
| Book Value | 24876448 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12776596 | OtherCostOrOtherBasis |
| Depreciation | 2454085 | Depreciation |
| Book Value | 10322511 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1992967 | OtherCostOrOtherBasis |
| Depreciation | 1330380 | Depreciation |
| Book Value | 662587 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37018 | OtherCostOrOtherBasis |
| Depreciation | 16478 | Depreciation |
| Book Value | 20540 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 35882086 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Deferred Rent | Description |
| Amount | $67,774 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 67774 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13933691 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 943413 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 788576 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1731989 | RevenueNotRptdF990 |
| Revenue Subtotal | 12201702 | RevenueSubtotal |
| Other Revenues Not Included | -545761 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -545761 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11655941 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13885802 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 788576 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 545761 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1334337 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12551465 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12551465 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The Mary Jane Wick Endowment Fund, also known as the Frankie Hewitt Endowment, was established through restricted contributions from donors. It requires that, in perpetuity, the principal be invested and that the income only be used for unrestricted operating activities. The Society's endowment also includes funds internally designated by the Board of Trustees to be held in reserves to support future years' operations and provide a resource for unexpected downturns. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The Society is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Society has also been classified as an entity that is not a private foundation within the meaning of Section 509(a)(1). Income which is not related to exempt purposes, less applicable deductions, is subject to Federal and state corporate income taxes. The Society had no net unrelated business income for the years ended August 31, 2013 and 2012. The provisions included in accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Society performed an evaluation of uncertain tax positions as of August 31, 2013, and determined that there were no matters that would require recognition in the consolidated financial statements or, which may have any effect on its tax-exempt status. As of August 31, 2013, the statute of limitations for tax years 2010 through 2013 remains open with the U.S. Federal jurisdiction or the various states and local jurisdictions in which the Society files tax returns. It is the Society's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense. |
| Part XI, Line 4b - Other Adjustments: | Special event expenses -545,761. | |
| Part XII, Line 2d - Other Adjustments: | Special event expenses 545,761. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 1501000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1369500 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 131500 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 33460 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 155812 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 207526 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 148963 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 1501000 | GrossReceiptsTotal |
| Charitable Contributions Total | 1369500 | CharitableContributionsTotal |
| Gross Revenue Total Events | 131500 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 33460 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 155812 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 207526 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 148963 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 545761 | DirectExpenseSummaryEvents |
| Net Income Summary | -414261 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Paul Tetreault | NamePerson |
| Title | Director | Title |
| Base Compensation Filing Org | 299639 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 100000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 20138 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10223 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 430000 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Ford's offers a health club benefit to its employees. Ford's pays a yearly fee to a local health club that allows all employees free access to the facility. The listed person on this schedule did not use this health club benefit. Accordingly, this benefit was not included as taxable compensation to this person. |
| Part I, Line 1b | Employees have the choice whether or not to use the health club. It is available equally to all employees, it is not specific to any class or group of employees. Since it is paid directly by the Society for the benefit of all employees, there is no reimbursement process to follow. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared by SB & Company, LLC. It is then reviewed by the Director of Finance. Next, it is presented to the Chair of the Finance Committee of the Board of Trustees for approval and distributed electronically to the Board of Directors prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | As a condition for hiring, each individual shall disclose to the Director or person in charge of HR administration, in writing, any financial, proprietary or personal interests that might be construed as being in conflict with his or her duty to Ford's Theatre Society. All employees are required to sign and hand in the "Conflict of Interest" form. While employed at Ford's Theatre Society, employees shall comply with this Conflict of Interest Policy and avoid even the appearance of impropriety. Employees have an ongoing duty to report to the Director or person in charge of HR administration, in writing, any particular situation relating to previously disclosed interests, or any circumstance in which a potential conflict of interest may arise. The Director will determine the existence of a conflict of interest. If a conflicting interest exists, the Director will determine the appropriate steps to be taken under the circumstances. Possible steps include but are not limited to (1) requiring the interested employee to refrain from participating in any decision or policy making in a pending matter relating to the conflict of interest, (2) requiring the employee to divest himself or herself of the conflicting interest, or (3) in sufficiently serious situations, termination of employment. |
| Form 990, Part VI, Section B, line 15a | The compensation level of the Director is set by the compensation committee of the Board of Trustees. A compensation study and independent consultant are used during their deliberation, and their decisions are documented in the minutes. |
| Form 990, Part VI, Section C, line 19 | The Federal Form 990 is posted on a 3rd party's website, Guidestar. The audited financial statements, as well as the Society's governing documents, including the conflict of interest policy, are available by request. |
| Form 990, Part XI, Line 2c: | The Society has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor. There were no changes in these processes from the prior year. |
| Form 990, Part V, Line 3a | The organization did not have unrelated business income during fiscal year 2013. As of fiscal year 2009, there is a net operating loss of $6,869 available to carryforward in future years. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Jane Wick Endowment Fund | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 Tenth Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521935213 | EIN |
| Primary Activities | Wholly-owned endowment fund | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Total Income | 1238160 | TotalIncome |
| EOY Assets | 9993197 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ford's Theatre Society | BusinessNameLine1 |