2013-05-13T14:55:16-05:00 2012-06-30 560747981 DIXON HUGHES GOODMAN LLP 4510 COX ROAD SUITE 200 GLEN ALLEN VA 230603394 990 2011-07-01 541999350 THE AMERICAN CIVIL WAR CENTER AT HISTORIC TREDEGAR AMER 8047801865 490 TREDEGAR STREET RICHMOND VA 23219 CHRISTY COLEMAN 8047801865 2013-05-08 1 LORI K COCHRAN CPA P00853221 8042827636 2011 2016-02-24 21:20:13Z CHRISTY COLEMAN 490 TREDEGAR STREET RICHMOND VA 23219 6304903 0 X WWW.TREDEGAR.ORG X 2000 VA THE CENTER'S MISSION, TO TELL THE WHOLE STORY OF THE CONFLICT WHICH STILL SHAPES OUR NATION, IS REALIZED THROUGH A SERIES OF PUBLIC PROGRAMS, EVENTS, LECTURES AND EXHIBITIONS. WHEN IT OPENED ITS DOORS IN OCTOBER 2006, THE CENTER WAS THE FIRST MUSEUM IN THE UNITED STATES TO EXPLORE THE CENTRALITY OF THE AMERICAN CIVIL WAR FROM THREE PERSPECTIVES: UNION, CONFEDERATE AND AFRICAN AMERICAN. ITS SIGNATURE EXHIBIT, IN THE CAUSE OF LIBERTY, HAS BEEN ACCLAIMED BY LEADING SCHOLARS AND RECOGNIZED BY NATIONAL MEDIA AS A BREAKTHROUGH IN CIVIL WAR INTERPRETATION AND PRESENTATION. THE CENTER SERVES THE PUBLIC AS A NATIONAL INSTITUTION THAT SEEKS TO IMMERSE ITS VISITORS IN THE CAUSES, COURSE AND LEGACIES OF THE WAR, AND TO PROMOTE ENGAGEMENT ABOUT THE ISSUES THAT GAVE RISE TO THE CIVIL WAR, PERMEATED THE WAR YEARS AND EMERGED FOLLOWING THE WAR'S END. AT ITS CORE, THE CENTER'S PROGRAMS EXPLORE ENDURING LEGACIES OF THIS CONFLICT ON A NATIONAL AND GLOBAL SCALE TO THE GROWING AND DIVERSE AUDIENCE. 23 22 34 26 0 0 1097217 5655881 451275 477909 1140 1118 82836 121132 1632468 6256040 0 0 0 0 860245 766442 18400 92077 252185 1146181 1243321 2024826 2101840 -392358 4154200 5724896 9717865 1156847 993131 4568049 8724734 THE CENTER'S MISSION, TO TELL THE WHOLE STORY OF THE CONFLICT WHICH STILL SHAPES OUR NATION, IS REALIZED THROUGH A SERIES OF PUBLIC PROGRAMS, EVENTS, LECTURES AND EXHIBITIONS. 0 0 1348175 133966 WHEN IT OPENED ITS DOORS IN OCTOBER 2006, THE CENTER WAS THE FIRST MUSEUM IN THE UNITED STATES TO EXPLORE THE CENTRALITY OF THE AMERICAN CIVIL WAR FROM THREE PERPECTIVES: UNION, CONFEDERATE AND AFRICAN AMERICAN. ITS SIGNATURE EXHIBIT, IN THE CAUSE OF LIBERTY, HAS BEEN ACCLAIMED BY LEADING SCHOLARS AND RECOGNIZED BY NATIONAL MEDIA AS A BREAKTHROUGH IN CIVIL WAR INTERPRETATION AND PRESENTATION. 171709 37782 EDUCATIONAL PROGRAMS ARE CONDUCTED THROUGHOUT THE YEAR FOR STUDENTS AND ADULTS. THE CENTER SERVES THE PUBLIC AS A NATIONAL INSTITUTION THAT SEEKS TO IMMERSE ITS VISITORS IN THE CAUSES, COURSE AND LEGACIES OF THE WAR, AND TO PROMOTE ENGAGEMENT ABOUT THE ISSUES THAT GAVE RISE TO THE CIVIL WAR, PERMEATED THE WAR YEARS AND EMERGED FOLLOWING THE WAR'S END. AT ITS CORE, THE CENTER'S PROGRAMS EXPLORE ENDURING LEGACIES OF THIS CONFLICT ON A NATIONAL AND GLOBAL SCALE TO A GROWING AND DIVERSE AUDIENCE. 108360 306161 THE CENTER MANAGES THE PROPERTY AND HAS AN OPERATING AGREEMENT WITH THE RICHMOND NATIONAL BATTLEFIELD PARK OF THE NATIONAL PARK SERVICE (NPS). THROUGH THIS AGREEMENT, NPS OPERATES ITS CENTRAL VISITORS CENTER TO ALL ITS REGIONAL BATTLEFIELD LOCATIONS AND MUSEUM EXHIBITS. THE CENTER AND NPS PARTNER ON A NUMBER OF EDUCATIONAL, PUBLIC AND MARKETING INITIATIVES AND JOINTLY OPERATE THE CIVIL WAR GATEWAY VISITORS CENTER. 1628244 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 9 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X THE AMERICAN CIVIL WAR CENTER 8047801865 490 TREDEGAR STREET RICHMOND VA 23219 DR EDWARD L AYERS 1.00 X 0 0 0 DR DAVID W BLIGHT 1.00 X 0 0 0 J ALFRED BROADDUS JR 1.00 X 0 0 0 BRUCE C GOTTWALD 1.00 X 0 0 0 DAVID C JOHNSON JR 4.00 X X 0 0 0 ROBERT N MAYER 4.00 X 0 0 0 ELISABETH S MUHLENFELD 4.00 X 0 0 0 JOHN W ROSENBLUM 1.00 X 0 0 0 CHRISTY COLEMAN 40.00 X 120050 0 8495 GEORGE C FREEMAN III 1.00 X X 0 0 0 DR MONROE E HARRIS 1.00 X 0 0 0 ROBERT M BLUE 1.00 X 0 0 0 DONALD E KING 1.00 X X 0 0 0 JOHN A LUKE JR 1.00 X 0 0 0 ANNE WILKES 1.00 X 0 0 0 SIDNEY BUFORD SCOTT 1.00 X 0 0 0 JOHNATHAN MAYO 1.00 X 0 0 0 RUTH STREETER 1.00 X 0 0 0 MARIO M WHITE 1.00 X X 0 0 0 OWEN WILLIAMS 1.00 X 0 0 0 TIM REID 1.00 X 0 0 0 RANDY ROLLINS 1.00 X 0 0 0 MR ALFRED MCQUEEN 1.00 X 0 0 0 120050 0 8495 1 0 0 0 0 180 64000 5591701 254053 5655881 NPS RENT & MAINTENANCE 531120 306161 306161 ADMISSIONS 900099 133966 133966 EDUCATION 900099 37782 37782 477909 1118 1118 72899 0 72899 72899 72899 97096 48863 48233 48233 6256040 477909 0 122250 152482 96947 35194 20341 522770 325792 124032 72946 40756 30840 7589 2327 50434 35670 8843 5921 31305 23917 3976 3412 92077 92077 77872 70811 7061 78750 61520 10946 6284 238347 217991 6734 13622 5251 3175 1357 719 6945 2962 3655 328 8849 8849 480076 467298 6389 6389 30223 27009 3214 MAINTENANCE 185076 180848 2114 2114 MUSEUM EDUCATION 73344 73344 OTHER 27283 1271 7368 18644 2101840 1628244 221411 252185 47386 106833 104296 944419 232639 3811451 224364 81153 35715 42318 0 35517 7416606 2770479 5062366 4646127 31917 18130 18130 5724896 9717865 165960 162244 990887 830887 1156847 993131 X 4230383 4819288 287139 3852096 50527 53350 4568049 8724734 5724896 9717865 X 4154200 2485 X X 0 1 1 X 0 X 717908 625272 689956 1097217 5655881 8786234 717908 625272 689956 1097217 5655881 8786234 5757173 3029061 89557 54388 47147 54719 74017 319828 9106062 48233 0.33260 0.84230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X EDUCATION 0 50527 2823 53350 50401 126 50527 50308 93 50401 50203 105 50308 1.00000 0 0 3087549 694418 2393131 3650535 2076061 1574474 678522 678522 4646127 6256040 2101840 4154200 2485 2485 4156685 7423725 2485 1165200 1167685 6256040 0 6256040 3267040 1165200 1165200 2101840 0 2101840 PART III, LINE 1A: THE CENTER DOES NOT CAPITALIZE DONATED COLLECTIONS OF MUSEUM ARTIFACTS AND EXHIBITS. NO SIGNIFICANT COLLECTION ITEMS WERE DONATED TO THE CENTER IN THE CURRENT YEAR. PART III, LINE 4: THE CENTER COLLECTS AND PRESERVES SELECT OBJECTS AND RECORDS THAT DOCUMENT THE CAUSES, CONDUCT, AND LEGACIES OF THE AMERICAN CIVIL WAR AS THEY RELATE TO THE THREE MAJOR PARTICIPANT GROUPS: UNION, CONFEDERATE, AND AFRICAN AMERICAN.THE CENTER MAINTAINS TWO TYPES OF COLLECTIONS, PERMANENT AND TEACHING. THESE COLLECTIONS SUPPORT THE EXHIBITS AND PROGRAMS. THE PERMANENT COLLECTIONS REPRESENT MATERIALS OF THE GREATEST HISTORICAL SIGNIFICANCE AND RECEIVE THE HIGHEST STANDARD OF CARE. EXAMPLES INCLUDE A PAIR OF 1830S ABOLITIONIST TOKENS, A KNIFE ATTRIBUTED TO THE 54TH MASSACHUSETTS VOLUNTEER INFANTRY, A CARTRIDGE BOX USED BY CHARLES ENGLISH OF THE 108TH U.S. COLORED TROOPS, AND A 10TH U.S. CAVALRY BUFFALO SOLDIERS DRUM. THE TEACHING COLLECTIONS INCLUDE MATERIAL THAT MAY LACK DATA, BE OF LESSER QUALITY OR ARE ALREADY ADEQUATELY REPRESENTED IN THE PERMANENT COLLECTIONS, BUT WHICH ARE USEFUL FOR EDUCATIONAL OR INTERPRETIVE PURPOSES. EXAMPLES INCLUDE A 19TH CENTURY TRAVEL TRUNK, IRON-MAKING TOOLS, AND REPRODUCTION CIVIL WAR UNIFORMS AND EQUIPMENT. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE CENTERS ENDOWMENT CONSISTS OF ONE FUND RECEIVED IN 2008 THAT IS RESTRICTED TO MAINTAIN AND ENHANCE THE VALUE OF ENDOWMENT GIFTS AND TO SECURE THE PURCHASING POWER OF DISTRIBUTIONS IN THE FUTURE. THE FUND WAS $53,350 AND $50,527 AT JUNE 30, 2012 AND 2011, RESPECTIVELY, REPRESENTING THE ORIGINAL PERMANENTLY RESTRICTED GIFT AMOUNT PLUS INVESTMENT EARNINGS. THE CENTER HAS DETERMINED THAT ALL INVESTMENT EARNINGS WILL BE PERMANENTLY RESTRICTED UNTIL THE ENDOWMENT FUND TOTALS $1 MILLION. THERE WERE NO ADDITIONS TO THE FUND DURING 2012 OR 2011. THE FUND IS HELD IN A TEMPORARY CASH FUND AND THESE FUNDS ARE RESTRICTED. THE MANAGEMENT OF DONOR-RESTRICTED ENDOWMENT FUNDS IS GOVERNED BY STATE LAW UNDER THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS ADOPTED BY THE VIRGINIA STATE LEGISLATURE IN 2008. THE LAW GIVES GUIDANCE FOR INVESTMENT AND SPENDING PRACTICES, GIVING CONSIDERATION FOR DONOR-INTENT AND THE ORGANIZATIONS OVERALL RESOURCES AND CHARITABLE PURPOSE. BASED ON THEIR INTERPRETATION OF LAW AND IN COMPLIANCE WITH DONOR INTENT, THE CENTER CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT. CURRENTLY, THE CENTER HAS NO FORMAL SPENDING OR INVESTING POLICY FOR THIS FUND. NO DISTRIBUTIONS WILL BE MADE UNTIL THE ENDOWMENT FUND TOTALS $1 MILLION, AT WHICH TIME A POLICY FOR DISTRIBUTIONS WILL BE FORMULATED. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE CENTER HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2012. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2009 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X 1 THE MONUMENT GROUP INC 2839 HATHAWAY ROAD RICHMOND VA 23225 FUNDRAISING CONSULTANT 0 4873024 92028 4780996 4873024 92028 4780996 AL CA CO CT FL GA IL MD MA MS NH NJ NY NC NC OH PA RI SC TN VA WA EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE MONUMENT GROUP WAS HIRED TO ASSIST WITH AN $8 MILLION CAPITAL CAMPAIGN FOR THE ORGANZIATION. THERE WERE NO FUNDRAISING EVENTS HELD TO RAISE FUNDS. X 5 254053 FAIR MARKET VALUE 0 0 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): NUMBER OF CONTRIBUTORS IS DEFINED AS THE NUMBER OF DONORS WHO GAVE TO THE ORGANIZATION. THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION MAINTAINS AND ACCOUNT WITH AN INVESTMENT BROKER IN ORDER TO ACCEPT AND SELL CONTRIBUTIONS OF SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE MANAGEMENT TEAM AND THE AUDIT COMMITTEE, APPROVED BY THE EXECUTIVE COMMITTEE AND REPORTED TO THE FULL BOARD OF DIRECTORS BEFORE THE 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MONITORS THIS POLICY THROUGH THE EXECUTIVE, GOVERNANCE AND NOMINATIONS COMMITTEES. THE POLICY IS MONITORED AT THE STAFF LEVEL THROUGH THE DIRECTOR LEVEL. IF ANY IMPLICATIONS ARISE THAT A CONFLICT MAY BE PRESENT IT IS ADDRESSED ACCORDING TO POLICY. PRIMARILY, THE FIRST STEP IS THROUGH DISCLOSURE OF RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS THE CENTER'S BUDGET, THE SKILLS OF THE APPLICANT,STRATEGIC NEEDS AND PREVIOUS SALARY HISTORY TO DETERMINE COMPENSATION LEVEL OF THE PRESIDENT. THE PRESIDENT DETERMINES THE SALARIES OF THE DEPARTMENT HEADS BASED ON ANNUAL SURVEY RESULTS OF VA ASSOCIATION OF MUSEUMS AND THE AMERICAN ASSOCIATION OF MUSEUMS AS WELL AS SALARY HISTORY AND STRATEGIC NEEDS. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,485. THE CENTER'S AUDIT COMMITTEE REVIEWS A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AND RECOMMENDS APPROVAL OF FINANCIAL STATEMENTS TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS ANNUALLY.