MOUNT VERNON LADIES ASSOCIATION OF THE UNION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT VERNON LADIES ASSOCIATION OF THE UNION (EIN 54-0564701)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349308934
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T20:28:01-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 400E | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208146583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540564701 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the MOUNT VERNON LADIES' ASSOCIATION | BusinessNameLine1 |
| Business Name Line2 | of the union | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PHILIP MANNO | InCareOfName |
| Name Control | MOUN | NameControl |
| Phone | 7037998699 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 110 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MT VERNON | City |
| State | VA | State |
| ZIP Code | 221210110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP MANNO | Name |
| Title | CFO | Title |
| Phone | 7037998699 | Phone |
| Date Signed | 2013-08-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016529100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | philip manno | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 110 | AddressLine1 |
| City | mt vernon | City |
| State | VA | State |
| ZIP Code | 22121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54497291 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.mountvernon.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1853 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO PRESERVE, restore and manage the estate of george washington to THE HIGHEST standards and to educate visitors and people throughout the WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 637 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 405394 | TotalGrossUBI |
| Contributions Grants Prior Year | 15346281 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17833083 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11762249 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13319672 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3918990 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3881725 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4025373 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4268278 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 35052893 | TotalRevenuePriorYear |
| Total Revenue Current Year | 39302758 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 136199 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 206180 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13735006 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14685576 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 237000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 92500 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2360290 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16677541 | OtherExpensePriorYear |
| Other Expenses Current Year | 29529090 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30785746 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44513346 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4267147 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5210588 | RevenuesLessExpensesCY |
| Total Assets BOY | 277218661 | TotalAssetsBOY |
| Total Assets EOY | 284321263 | TotalAssetsEOY |
| Total Liabilities BOY | 27353506 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30038716 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 249865155 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 254282547 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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 his character and leadership will continue to inform and inspire. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 39047816 | Expense |
| Revenue | 15686438 | Revenue |
| Description | George Washington's Mount Vernon welcomed 1,082,000 visitors to the Estate in 2012. Students totaling 320,000 visited from all 50 of the United States and around the world. We remained the most popular historic estate in America. Our Interpretation staff continued to expand the education experience at Mount Vernon with new and exciting programs for visitors of all ages. We continued construction of the Fred W. Smith National Library for the Study of George Washington (National Library). Significant progress has been made on construction of the National Library and it remains on schedule for its September 2013 grand opening. In 2012, the Campaign for the National Library continued and at year-end $89 million had been raised towards our $100 million goal to build and endow the operations of the Library. In honor of the retirement of Mount Vernon's long-time president, James C. Rees, we established the James C. Rees Fellowship Program. By year-end, we raised over $1.7 million to endow the fellowship program. In December 2012, an independent jury of nationally-known scholars met on the estate to select the National Library's inaugural class of fellows. The initial class of fellows consists of seven men and women who will perform their advanced scholarly work at the National Library and Mount Vernon. We hosted numerous leadership seminars for corporate and government leaders. These seminars teach how George Washington's example of leadership and character are applicable to today's real world issues. We hosted the "Gang of Eight" from the U.S. Congress as they discussed the country's fiscal issues and attempted to agree on a compromise to avoid the "fiscal cliff". We dedicated the John C. and Paula P. Evans Volunteer center in honor of John Evans who started the very successful and invaluable volunteer program at Mount Vernon. John and Paula made a generous donation to endow the volunteer program. Our on-site Teachers' Institute program hosted over 80 teachers from around the country for week-long seminars and training sessions centered around teaching George Washington to elementary, middle school and high schools students. In addition, we welcomed 175 Washington, D.C. area teachers for our annual two-day institute. Our travelling exhibit, Discover the Real George Washington: New Views from Mount Vernon visited three cities during 2012: Simi Valley, California; Tulsa, Oklahoma and St. Louis, Missouri. The travelling exhibit allows us to reach thousands of individuals who may not have the opportunity to visit Mount Vernon. 2012 preservation projects included refurbishment of the Small Dining Room. Efforts included installing new window curtains and a floorcloth, a recreated base for George Washington's mahogany spirits chest, three ribbon-back side chairs with Washington histories, and an original Washington Family print. In June, we made one of the most significant acquisitions in the history of the Mount Vernon Ladies' Association. We were the high bidder of George Washington's personal copy of the Acts of Congress. This 106-page volume includes Washington's copy of the U.S. Constitution, a draft of the Bill of Rights, and other documents recording the early acts of the new Congress. He received this book in 1789, his first year in office as U.S. president and added personal notes in the margins during his terms as president. We hosted a number of popular public events on the estate. Programs like Christmas at Mount Vernon, the Wine Festival & Sunset Tour, the Red, White and Blue Celebration on the Fourth of July, and the Colonial Market & Fair offered ways of experiencing Mount Vernon from different points of view. We are open to the public for free on George Washington's birthday and welcomed almost 17,000 visitors to the estate to celebrate the General's 280th birthday. | Description |
| Total Program Service Expense | 39047816 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 171 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 637 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| 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 | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| 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 | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | 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 | NY | 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 | 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 | TN | 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 | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PHILIP MANNO | NamePerson |
| Telephone Number | 7037998699 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 110 | AddressLine1 |
| City | MT VERNON | City |
| State | VA | State |
| ZIP Code | 22121 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MRS JAMES ALLISON | ||||||||
| SECRETARY | 10.0 | X | X | 0 | 0 | 0 | ||
| MRS SHEPARD B ANSLEY | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS JOHN F BOOKOUT III | ||||||||
| REGENT | 10.0 | X | X | 0 | ||||
| MRS WILLIAM H BORTHWICK | ||||||||
| TREASURER | 10.0 | X | X | 0 | ||||
| MRS JAMES CRUMPACKER | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS WILLIAM LIPSCOMB DAVIS JR | ||||||||
| VICE REGENT | 10.0 | X | ||||||
| MRS JARED EDWARDS | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS STANLEY N GAINES | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS JOSEPH W HENDERSON III | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS FRANK X HENKE III | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS DAVID GARTH HOLDSWORTH | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS CHARLES G LANE | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS BENJAMIN LUCAS | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS JOHN F MARS | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS CHARLES B MAYER | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS P WILLIAM MOORE | ||||||||
| VICE REGENT | 10.0 | X | 0 | 0 | ||||
| MS MELODY SAWYER RICHARDSON | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS J SCHLEY RUTHERFORD | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS EVERETTE SHERRILL | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS P COLEMAN TOWNSEND | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS APLHA BLACKBURN | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS FRANK MAURAN iv | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS THOMAS e PETRI | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS FRANK L COULSON JR | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS CHARLES G REEDER | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS KENAN SAHIN | ||||||||
| VICE-REGENT | 10.0 | X | 0 | |||||
| MRS HUGH SCOTT III | ||||||||
| VICE-REGENT | 10.0 | X | 0 | |||||
| MRS MICHAEL R MAYTON | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| MRS DAVID E NICHOLS | ||||||||
| VICE REGENT | 10.0 | X | 0 | |||||
| JAMES REES | ||||||||
| president/chief exec officer | 40.0 | X | 621756 | 24390 | ||||
| philip manno | ||||||||
| chief financial officer | 40.0 | X | 181320 | 4425 | ||||
| CURTIS VIEBRANZ | ||||||||
| president/chief exec officer | 40.0 | X | 80769 | 4022 | ||||
| BARTON GROH | ||||||||
| CHIEF operating OFFICER | 40.0 | 217531 | 28175 | X | ||||
| carol cadou | ||||||||
| vp of collections | 40.0 | 127504 | 10730 | X | ||||
| dennis pogue | ||||||||
| vp of preservation | 40.0 | 185960 | 16248 | X | ||||
| stewart mclaurin | ||||||||
| vp of national library | 40.0 | 168750 | 6522 | X | ||||
| F Anderson Morse | ||||||||
| Director of development | 40.0 | 129503 | 20596 | X | ||||
| susan magill | ||||||||
| vp advancement | 40.0 | 225000 | 12018 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1938093 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 127126 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AYERSSAINTGROSS INC | |||||
| 1040 HULL STREET SUITE 100 | BALITMORE | MD | 21230 | ARCHITECT | 723256 |
| WHITING TURNER CONTRACTING CO | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | CONSTRUCTION SERVICE | 17047971 |
| CONSTRUCTION TRADE SERVICES INC | |||||
| 603 EAST CHURCH ST | FREDERICK | MD | 21701 | CONSTRUCTION SERVICE | 615947 |
| MFM DESIGN | |||||
| 4550 MONTGOMERY AVENUE SUITE 325 NO | BETHESDA | MD | 20814 | ARCHITECT | 710113 |
| SELECT EVENT RENTALS INC | |||||
| 8610 CHERRY LANE SUITE 30 | LAUREL | MD | 20707 | EQUIPMENT RENTAL | 584758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| All Other Contributions | 17833083 | AllOtherContributions |
| Noncash Contributions | 3106971 | NoncashContributions |
| Total Contributions | 17833083 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMISSION FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 13319672 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13319672 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13319672 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1098490 | TotalRevenueColumn |
| Exclusion | $1,098,490 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 209416 | TotalRevenueColumn |
| Exclusion | $209,416 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6270913 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3487678 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2783235 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2783235 | TotalRevenueColumn |
| Exclusion | $2,783,235 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 924281 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 213943 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 710338 | TotalRevenueColumn |
| Exclusion | $710,338 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 14265072 | GrossSalesOfInventory |
| Cost Of Goods Sold | 11492912 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2772160 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2366766 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 405394 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Total Revenue Column | 576364 | TotalRevenueColumn |
| Exclusion | $576,364 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 576364 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39302758 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15686438 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 405394 | UnrelatedBusinessRevenue |
| Exclusion | $5,377,843 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206180 | Total |
| Program Services | 206180 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860735 | Total |
| Program Services | 493470 | ProgramServices |
| Management And General | 367265 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10590178 | Total |
| Program Services | 8711606 | ProgramServices |
| Management And General | 1074680 | ManagementAndGeneral |
| Fundraising | 803892 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 783997 | Total |
| Program Services | 651947 | ProgramServices |
| Management And General | 93700 | ManagementAndGeneral |
| Fundraising | 38350 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1352453 | Total |
| Program Services | 935236 | ProgramServices |
| Management And General | 264195 | ManagementAndGeneral |
| Fundraising | 153022 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1098213 | Total |
| Program Services | 933481 | ProgramServices |
| Management And General | 109821 | ManagementAndGeneral |
| Fundraising | 54911 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204061 | Total |
| Program Services | 38442 | ProgramServices |
| Management And General | 165619 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96625 | Total |
| Management And General | 96625 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92500 | Total |
| Fundraising | 92500 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 788949 | Total |
| Program Services | 679019 | ProgramServices |
| Management And General | 5825 | ManagementAndGeneral |
| Fundraising | 104105 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895834 | Total |
| Program Services | 793103 | ProgramServices |
| Management And General | 92626 | ManagementAndGeneral |
| Fundraising | 10105 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282898 | Total |
| Program Services | 259887 | ProgramServices |
| Management And General | 8956 | ManagementAndGeneral |
| Fundraising | 14055 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61160 | Total |
| Program Services | 50495 | ProgramServices |
| Management And General | 5722 | ManagementAndGeneral |
| Fundraising | 4943 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 612713 | Total |
| Program Services | 612713 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5791598 | Total |
| Program Services | 5791598 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT & PROF. SVCS | 5808953 | 4665116 | 295631 | 848206 |
| COLLECTION & LIBRARY ACQ. | 12118852 | 12118852 | ||
| PRINTING | 319068 | 267013 | 1512 | 50543 |
| UTILITIES | 634645 | 634645 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1913734 | Total |
| Program Services | 1205013 | ProgramServices |
| Management And General | 523063 | ManagementAndGeneral |
| Fundraising | 185658 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44513346 | Total |
| Program Services | 39047816 | ProgramServices |
| Management And General | 3105240 | ManagementAndGeneral |
| Fundraising | 2360290 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28154 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15279610 | BOY |
| EOY | 20510225 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60508510 | BOY |
| EOY | 32311423 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 999617 | BOY |
| EOY | 904657 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3957221 | BOY |
| EOY | 3751556 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1276313 | BOY |
| EOY | 1372828 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 117341366 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 55910130 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65450139 | BOY |
| EOY | 61431236 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63278958 | BOY |
| EOY | 72338149 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58979588 | BOY |
| EOY | 62607563 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7460551 | BOY |
| EOY | 29093626 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277218661 | BOY |
| EOY | 284321263 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4486066 | BOY |
| EOY | 7442451 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 649259 | BOY |
| EOY | 591712 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000000 | BOY |
| EOY | 15000000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7218181 | BOY |
| EOY | 7004553 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27353506 | BOY |
| EOY | 30038716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107030494 | BOY |
| EOY | 102341337 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118231064 | BOY |
| EOY | 124286823 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24603597 | BOY |
| EOY | 27654387 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249865155 | BOY |
| EOY | 254282547 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277218661 | BOY |
| EOY | 284321263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5210588 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9416774 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 211206 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13504952 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8410836 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 78151158 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15346281 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17833083 | CurrentTaxYear |
| Total | 133246310 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25594475 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27370219 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26374229 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25564119 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27584744 | CurrentTaxYear |
| Total | 132487786 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39099427 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35781055 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 104525387 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40910400 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45417827 | CurrentTaxYear |
| Total | 265734096 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 773794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 790000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12901078 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2015477 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5547990 | CurrentTaxYear |
| Total | 22028339 | 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 | 773794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 790000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12901078 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2015477 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5547990 | CurrentTaxYear |
| Total | 22028339 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 243705757 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3891626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2264494 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2236085 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1406377 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1098490 | CurrentTaxYear |
| Total | 10897072 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3891626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2264494 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2236085 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1406377 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1098490 | CurrentTaxYear |
| Total | 10897072 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42991053 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38045549 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106761472 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42316777 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46516317 | CurrentTaxYear |
| Total | 276631168 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88098 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.88168 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03939 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05357 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 134418489 | BeginningOfYearBalance |
| Contributions | 12286942 | Contributions |
| Investment Earnings Or Losses | 8122184 | InvestmentEarningsOrLosses |
| Other Expenditures | 14433034 | OtherExpenditures |
| End Of Year Balance | 140394581 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 131023770 | BeginningOfYearBalance |
| Contributions | 12372930 | Contributions |
| Investment Earnings Or Losses | -4798880 | InvestmentEarningsOrLosses |
| Other Expenditures | 4179331 | OtherExpenditures |
| End Of Year Balance | 134418489 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 85199712 | BeginningOfYearBalance |
| Contributions | 39819617 | Contributions |
| Investment Earnings Or Losses | 8295058 | InvestmentEarningsOrLosses |
| Other Expenditures | 2290617 | OtherExpenditures |
| End Of Year Balance | 131023770 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 76929789 | BeginningOfYearBalance |
| Contributions | 1650414 | Contributions |
| Investment Earnings Or Losses | 9850876 | InvestmentEarningsOrLosses |
| Other Expenditures | 3231367 | OtherExpenditures |
| End Of Year Balance | 85199712 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 105658851 | BeginningOfYearBalance |
| Contributions | 4601704 | Contributions |
| Investment Earnings Or Losses | -29080965 | InvestmentEarningsOrLosses |
| Other Expenditures | 4249801 | OtherExpenditures |
| End Of Year Balance | 76929789 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.24100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.19700 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.56200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 428838 | OtherCostOrOtherBasis |
| Book Value | 428838 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 69019469 | OtherCostOrOtherBasis |
| Depreciation | 43305779 | Depreciation |
| Book Value | 25713690 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39949877 | OtherCostOrOtherBasis |
| Depreciation | 7336325 | Depreciation |
| Book Value | 32613552 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7943182 | OtherCostOrOtherBasis |
| Depreciation | 5268026 | Depreciation |
| Book Value | 2675156 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 61431236 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (9 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON TRUST FUND | 7505134 | F |
| GLOBAL EQUITIES | 12883991 | F |
| US EQUITIES | 6170182 | F |
| GLOBAL COMMODITIES | 3788572 | F |
| DISTRESSED DEBT HEDGE FUND | 3588898 | F |
| EVENT DRIVEN HEDGE | 10958440 | F |
| LONG/SHORT HEDGE FUND | 13102501 | F |
| PRIVATE EQUITY FUNDS | 772750 | F |
| GLOBAL FIXED INCOME COMMIGLED | 3837095 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 62607563 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL PROJECTS IN PROCESS | Description |
| Book Value | 29093626 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 29093626 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GIFT ANNUITY | $781,508 |
| INTEREST RATE SWAP AGREEMENT | $6,147,178 |
| POOLED INCOME LIABILITY | $75,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7004553 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 60637593 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9416774 | NetUnrealizedGainsInvestments |
| Other Revenues | 11706855 | OtherRevenues |
| Revenue Not Rptd F990 | 21123629 | RevenueNotRptdF990 |
| Revenue Subtotal | 39513964 | RevenueSubtotal |
| Other Revenues Not Included | -211206 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -211206 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 39302758 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 56220201 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 11706855 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11706855 | ExpensesNotRptdF990 |
| Expenses Subtotal | 44513346 | ExpensesSubtotal |
| Total Expenses Per Form990 | 44513346 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLLECTIONS AND RELATIONSHIP TO EXEMPT PURPOSE | schedule D - PART III, LINE 4 | The Mount Vernon Ladies' Association (MVLA) 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, MVLA 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. |
| LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 | PART X | The Association is exempt from federal income taxes under the provision of Section 501(c)(3) of the Internal Revenue Code (IRC). The Association is subject to income taxes on revenue generated from other sources unrelated to its exempt purpose. The Association is required to file and does file tax returns with the IRS and other taxing authorities. The Association's tax returns are subject to review and examination by federal, state and local authorities. The tax returns for the years 2012 to 2009 are open to examination by federal, local, and state authorities. The Association has implemented the provision of ASC 740, Income Taxes (formerly, Financial Accounting Standards Board (FASB) Interpretation No. 48, Accounting for Uncertainty in Income Taxes). During the years ended 2012 and 2011, the Association did not identify any uncertain tax positions that qualify for either recognition or disclosure in the financial statements. |
| COLLECTIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS | PART III, LINE 1A | Historical Properties 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 is 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. |
| RECONCILIATION OF AUDITED FINANCIAL STATEMENTS WITH RETURN | PART XI, LINE 2D; PART XII, LINE 2D | COST OF GOODS SOLD 11,492,912 fundraising Events Direct Expenses 213,943 ---------- Total 11,706,835 |
| RECONCILIATION OF AUDITED FINANCIAL | PART XI LINE 4b | CHANGE IN VALUE OF DERIVATIVE 211,206 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| magnet direct | direct mail | false | 1874963 | 1318454 | 556509 |
| key associates | fundraising consulting | false | 32500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1874963 | TotalGrossReceipts |
| Total Retained By Contractors | 1350954 | TotalRetainedByContractors |
| Total Net To Organization | 556509 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DISCUS | NameOfEvent1 |
| Gross Receipts Event1 | 425729 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 425729 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 35520 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 5940 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 52250 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LIFE GUARD EVEN | NameOfEvent2 |
| Gross Receipts Event2 | 137997 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 137997 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 16383 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 1940 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 6295 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 360556 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 360556 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 2174 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 56812 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 9965 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 26665 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 924282 | GrossReceiptsTotal |
| Gross Revenue Total Events | 924282 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 37694 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 73195 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 17845 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 85210 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 213944 | DirectExpenseSummaryEvents |
| Net Income Summary | 710338 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | professional fundraising services | Identifier |
| Return Reference | schedule G - part I item 2b2 | ReturnReference |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ACCOKEEK FOUNDATION | |||||||
| 3400 BRYAN POINT | ACCOKEEK | MD | 20607 | 526037288 | 501(C)(3) | 30000 | VIEWSHED PRESERVATION |
| THOMAS GILCREASE MUSEUM | |||||||
| 1400 GILCREASE MUSEUM | TULSA | OK | 74127 | 262205415 | 501(C)(3) | 23018 | SUPPORT SCHOOL VISITS TO MUSEUM EXHIBIT |
| THE PAPERS OF GEORGE WASHINGTON | |||||||
| 504 ALDERMAN LIBRARY | CHARLOTTESVILLE | VA | 22904 | 546001796 | 501(C)(3) | 40000 | HISTORICAL SCHOLARSHIP |
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION | |||||||
| 40 PRESIDENTIAL DR 200 | SIMI VALLEY | CA | 93065 | 770054361 | 501(C)(3) | 23162 | SUPPORT SCHOOL VISITS TO MUSEUM EXHIBIT |
| WOUNDED WARRIOR FAMILY SUPPORT INC | |||||||
| 920 S 107TH AVE SUITE 250 | OMAHA | NE | 68114 | 201407520 | 501(C)(3) | 90000 | SUPPORT PROGRAMS OF THE GROUP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | 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 | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|---|---|
| BARTON GROH | ||||||
| CHIEF operating OFFICER | 217531 | 16762 | 11413 | 245706 | 0 | |
| JAMES REES | ||||||
| president/chief exec officer | 148159 | 18663 | 5727 | 646146 | 0 | 473597 |
| dennis pogue | ||||||
| vp of preservation | 73128 | 7621 | 8627 | 202208 | 112832 | |
| stewart mclaurin | ||||||
| vp of national library | 168750 | 3115 | 3407 | 175272 | 0 | |
| F Anderson Morse | ||||||
| Director of development | 129503 | 10141 | 10455 | 150099 | ||
| susan magill | ||||||
| vp advancement | 225000 | 10737 | 1281 | 237018 | ||
| philip manno | ||||||
| chief financial officer | 181320 | 3476 | 949 | 185745 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | Identifier |
| Return Reference | PART I, LINE 4a and 4b | ReturnReference |
| Explanation | JAMES REES, president - received $225,872 payment from 457(B) and 457(f) PLANs. received a $189,583 severance payment. dennis pogue, vice president of preservation received a severance payment of $100,505. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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) |
|---|---|---|
| Issuer EIN | 911910090 | IssuerEIN |
| CUSIP Number | 30382EDU5 | CUSIPNumber |
| Date Issued | 2007-06-20 | DateIssued |
| Issue Price | 15000000 | IssuePrice |
| Description Of Purpose | REFINANCE EXISTING BONDS, FINANCE | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 15000000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 128967 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 14871033 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | false | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | true | NoRebateDue |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30. | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3056098 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | estimated FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | furniture | 1 | 9644 | cost to purchase |
| X | livestock feed | 1 | 21734 | cost to purchase |
| X | landscaping product | 1 | 11125 | cost to purchase |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| governance | PART VI, section b, LINE 11 | The process surrounding the preparation of this Form 990, Return of Organization Exempt From Income Tax, contained three levels of review. A draft of the return was prepared by our tax advisors, cohn/Reznick, based on financial information in our certified audit, organizational information documented from the audit, preparation of required schedules by the Finance Department, and answers to checklist questions. The draft was first reviewed by the Chief Financial Officer and finance staff for accuracy of the financial information and complete disclosures. Copies of the draft return were then provided to the president, outside legal counsel, the regent and Chairs of the Finance and Audit Committees. A conference call was held with the regent, chairs of the finance and audit committees and the president, chief financial officer and finance staff to explain the return and the relevance to non-profit governance, and discuss the importance of the underlying disclosures to potential donors. In addition, a final draft copy of the return was provided to all Board members for any additional comments or questions before filing. |
| governance | PART VI, section b, LINE 12 | The Association's Conflict of Interest policy requires the annual completion of a Conflict of Interest form by all Board members, 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 - any other activities The forms are reviewed by the Chief Financial Officer and are discussed with 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. |
| governance | PART VI, section b, question 15 | In 2012, The Board consulted with an independent executive national search firm to develop the compensation package of the President. In 2011, the Board authorized the re-engagement of Quatt Associates, an outside compensation consultant, to do a comparative review of the compensation of our executives and approximately 40 other staff positions, mostly management. Quatt provided us with benchmark compensation data in comparison to our peer groups (museums and historic houses, etc.), the Northern Virginia (suburb of Washington, DC) non-profit job market and the Washington, DC museum market. Results of this study and subsequent discussions with Quatt in 2011 were used as the basis for reevaluating our job grades and compensation structure and will be used in the future in ongoing compensation decisions be used in the future in ongoing compensation decisions |
| governance | 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 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) and charity navigator.org. |
| balance sheet | form 990 line 11 | Historical properties and collections historical properties and collections owned by the association were acquired through purchases and contributions since the association's inception. these historical properties and collections are not included as assets in the statement of financial position. the cost of the properties is 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 aquired 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. |
| reconciliation of net assets | form 990 part xi line 9 | Change in value of derivative 211,206 |