ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES (EIN 54-0568800)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349306708
- Schema version
- 2011v1.2
- 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 K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T14:28:12-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541631262 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32066 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232942066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540568800 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION FOR THE PRESERVATION OF VA | BusinessNameLine1 |
| Business Name Line2 | ANTIQUITIES DBA PRESERVATION VA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASSO | NameControl |
| Phone | 8046481889 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 W FRANKLIN STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23220 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH KOSTELNY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8046481889 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN E KENT | Name |
| PTIN | P01076641 | PTIN |
| Phone | 8047470000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN H GUY IV | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 W FRANKLIN STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5060066 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PRESERVATIONVIRGINIA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1898 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 118 | TotalNbrEmployees |
| Total Nbr Volunteers | 304 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1977152 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1699053 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 957773 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 988386 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 455621 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1344805 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 601519 | OtherRevenuePriorYear |
| Other Revenue Current Year | 513448 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3992065 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4545692 | 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 | 2341579 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2406255 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 182734 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1790456 | OtherExpensePriorYear |
| Other Expenses Current Year | 2005529 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4132035 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4411784 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -139970 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 133908 | RevenuesLessExpensesCY |
| Total Assets BOY | 31993752 | TotalAssetsBOY |
| Total Assets EOY | 29584363 | TotalAssetsEOY |
| Total Liabilities BOY | 6130856 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4447505 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25862896 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25136858 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1702702 | Expense |
| Description | STATEWIDE PRESERVATIONHISTORY & MISSION: THE ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES D/B/A PRESERVATION VIRGINIA, A PRIVATE NON-PROFIT ORGANIZATION AND STATEWIDE HISTORIC PRESERVATION LEADER FOUNDED IN 1889, IS DEDICATED TO PERPETUATING VIRGINIA'S CULTURAL, ARCHITECTURAL AND HISTORIC HERITAGE, REVITALIZING VIRGINIA'S COMMUNITIES, AND ENSURING THAT HISTORIC PLACES ARE INTEGRAL PARTS OF THE LIVES OF PRESENT AND FUTURE GENERATIONS. IN PURSUING AND ACHIEVING THIS MISSION, WE ENSURE THE VITALITY OF VIRGINIA'S DISTINCTIVE HERITAGE, RESULTING IN CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR THE PUBLIC. WE ACHIEVE OUR MISSION BY PROVIDING LEADERSHIP, EXPERTISE, INFLUENCE, POLICY, PROGRAMS AND SERVICES TO THE PUBLIC AND SPECIAL AUDIENCES, AND BY PARTNERING WITH ALL LEVELS OF GOVERNMENT, AS WELL AS OTHER NONPROFIT AND EDUCATIONAL INSTITUTIONS.VISION STATEMENT: WE ENVISION A VIRGINIA RECOGNIZED REGIONALLY, NATIONALLY AND INTERNATIONALLY FOR PRESERVING AND PROMOTING ITS DISTINCTIVE HISTORIC STRUCTURES, LANDSCAPES, COLLECTIONS, COMMUNITIES AND ARCHAEOLOGICAL SITES - GUIDED BY THE EXPERT LEADERSHIP, STEWARDSHIP AND ADVOCACY OF PRESERVATION VIRGINIA. STATEWIDE PROGRAMS AND SERVICES: PRESERVATION VIRGINIA'S STRATEGIC PLAN HAS THREE BASIC GOALS - 1) SUPPORTING THE PRESERVATION OF HISTORIC PLACES THROUGH PARTNERSHIP; 2) DEVELOPING A STRONG PRESERVATION ETHIC BY PROMOTING THE VALUE OF HISTORIC PRESERVATION THROUGH PROGRAMS AND PLACES; 3) ENSURING THAT THE ORGANIZATION IS CAPABLE AND FINANCIALLY SUSTAINABLE BY ORGANIZING FOR SUCCESS AND ATTRACTING NEW MEMBERS AND SUPPORTERS. PRESERVATION VIRGINIA IS ACHIEVING THOSE GOALS THROUGH ITS PROGRAMS AND SERVICES AND BY BEING A LEADING DIALOGUE WITH LOCAL COMMUNITIES ABOUT THE ECONOMIC AND CULTURAL VALUES HISTORIC PRESERVATION PROVIDES.HERITAGE TOURISM - PRESERVATION VIRGINIA PROVIDES INTERPRETIVE AND EDUCATIONAL PROGRAMS AT PROPERTIES STRETCHING FROM THE EASTERN SHORE AND TIDEWATER AREA TO THE EARLY FRONTIER OF THE BLUE RIDGE MOUNTAINS. WE PROVIDE ON-SITE PROGRAMMING AT HISTORIC JAMESTOWNE, SCOTCHTOWN, THE HANOVER COUNTY HOME OF PATRICK HENRY, REVOLUTIONARY SPOKESMAN AND FIRST VIRGINIA GOVERNOR; THE HOME OF CHIEF JUSTICE JOHN MARSHALL IN RICHMOND; HISTORIC COMMERCIAL BUILDINGS SUCH AS THE RISING SUN TAVERN IN FREDERICKSBURG AND THE FARMER'S BANK OF PETERSBURG; BACON'S CASTLE, VIRGINIA'S OLDEST DATABLE BRICK RESIDENCE IN SURREY; AND THE OLD CAPE HENRY LIGHTHOUSE, THE FIRST FEDERAL PUBLIC WORKS PROJECT UNDER PRESIDENT WASHINGTON, IN VIRGINIA BEACH. OF THE CURRENT PROPERTIES, SIX ARE DESIGNATED AS NATIONAL HISTORIC LANDMARKS AND OTHER ARE VIRGINIA OR NATIONAL REGISTER PROPERTIES.SHARING RESOURCES - ALONG WITH INTERPRETIVE PROGRAMS, PRESERVATION VIRGINIA IS EXPANDING EDUCATIONAL OFFERINGS TO INCLUDE PROGRAMS FOR PRESERVATION/MUSEUM PROFESSIONALS, AS WELL AS OWNERS OF HISTORIC PROPERTIES. PRESERVATION VIRGINIA PROVIDES TECHNICAL ASSISTANCE TO INDIVIDUALS AND COMMUNITY GROUPS ABOUT MATERIALS, TECHNIQUES AND STRATEGIES TO ENSURE THE PRESERVATION OF HISTORIC STRUCTURES AND NEIGHBORHOODS. WE SPONSOR WORKSHOPS AND CONFERENCES. THE PARTNERS IN THE FIELD PROGRAM HAVE ESTABLISHED A POSITION BASED IN DANVILLE. THIS FIELD REPRESENTATIVE HELPS LOCAL COMMUNITIES DEVELOP STRATEGIES AND COALITIONS TO WARD OFF THREATS TO HISTORIC STRUCTURES, SITES AND NEIGHBORHOODS.ORGANIZATION: GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES, PRESERVATION VIRGINIA IS MANAGED BY A PROFESSIONAL STAFF BASED IN RICHMOND, AT HISTORIC JAMESTOWNE, AND IN DANVILLE. PRESERVATION VIRGINIA HAS ALMOST 3000 MEMBER HOUSEHOLDS ACROSS THE COMMONWEALTH OF VIRGINIA AND THE NATION. IN ADDITION, HUNDREDS OF VOLUNTEERS HELP SUPPORT PROPERTIES AND EDUCATIONAL PROGRAMS IN THEIR COMMUNITIES AND ON BEHALF OF PRESERVATION VIRGINIA.ECONOMIC & EDUCATIONAL BENEFITS: LAST YEAR NEARLY 550,000 INDIVIDUALS PARTICIPATED IN PRESERVATION VIRGINIA PROGRAMS ACROSS VIRGINIA. THIS PROVIDES ECONOMIC BENEFITS BY SUPPORTING VIRGINIA'S HERITAGE TOURISM INDUSTRY AND PROMOTING HISTORIC PRESERVATION BENEFITS AS AN ECONOMIC DRIVER. A GROWING STATEWIDE EDUCATION INITIATIVE IS REACHING TENS OF THOUSANDS OF VIRGINIA STUDENTS. PRESERVATION VIRGINIA IS EXPANDING ITS EDUCATIONAL PROGRAM TO TARGET PRIMARY AND SECONDARY STUDENTS AS WELL AS SPECIFIC PROGRAMS FOR GRADUATE STUDENTS AND LIFELONG LEARNERS.REVOLVING FUND: IN 1999, RECOGNIZING PRESERVATION VIRGINIA'S SPECIAL EXPERTISE, THE GENERAL ASSEMBLY VOTED TO TRANSFER THE VIRGINIA HISTORIC PROPERTIES REVOLVING FUND TO PRESERVATION VIRGINIA EXPANDING OUR EFFORTS TO PROTECT AND PRESERVE PUBLICLY SIGNIFICANT HISTORIC PROPERTIES THROUGH ACQUISITION AND RESALE. SINCE THEN, PRESERVATION VIRGINIA HAS BEEN INVOLVED IN SAVING 60 HISTORIC PROPERTIES, PRESERVING THIS HISTORIC FABRIC OF COMMUNITIES AND RETURNING THESE STRUCTURES TO A VIABLE ECONOMIC RESOURCE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2028819 | Expense |
| Description | HISTORIC JAMESTOWNETHE FIRST PERMANENT ENGLISH SETTLEMENT IN NORTH AMERICA WAS AT JAMESTOWN, VIRGINIA. PRESERVATION VIRGINIA HAS PRESERVED AND INTERPRETED THIS SITE SINCE 1893. IN 1994, PRESERVATION VIRGINIA BEGAN JAMESTOWN REDISCOVERY, AN ARCHAEOLIGICAL PROJECT THAT WOULD FIND IF ANY REMAINS OF THE 1607 JAMES FORT WERE STILL IN EXISTANCE. IN ANTICIPATION OF THE 400TH ANNIVERSARY OF JAMESTOWN'S FOUNDING IN 2007, PRESERVATION VIRGINIA AND THE NATIONAL PARKS SERVICE (CO-STEWARDS OF HISTORIC JAMESTOWNE SINCE THE 1930S) CREATED PROGRAMS AND RESOURCES TO SHARE MORE ABOUT THIS IMPORTANT HISTORIC SITE, AND ITS LEGACY ON OUR MODERN WORLD. THIS INCLUDES ONGOING RESEARCH, MUSEUM AND EDUCATIONAL FACILITIES, EXHIBITS, AND ON-LINE RESOURCES. THESE CREATE A LASTING LEGACY FOR 2007 AND GENERATIONS TO COME. FOLLOWING ARE KEY PROJECTS AT HISTORIC JAMESTOWNE.PUBLIC AND EDUCATIONAL PROGRAMS: GIVEN THE ENORMOUS APPEAL AND GLOBAL DEMAND, HISTORIC JAMESTOWNE WILL EXPAND ITS PUBLIC PROGRAMS TO INCLUDE: THE ONGOING JAMESTOWN REDISCOVERY ARCHAEOLOGICAL EXCAVATION AND COLLECTIONS RESEARCH; THE FIELD SCHOOL; EXTENSIVE FORENSIC, GENEALOGICAL AND BIOGRAPHICAL RESEARCH ON THE SETTLERS AND THEIR FAMILIES; ONGOING PUBLICATIONS; DOCUMENTARIES AND FILMS; TOUR PROGRAMS; EDUCATIONAL PROGRAMS FOR PRIMARY AND SECONDARY STUDENTS AND TEACHER TRAINING INSTITUTES; RESOURCES FOR GRADUATE STUDENTS AND LIFELONG LEARNERS.ENDOWMENT FOR THE FUTURE: CREATING THE RIGHT LEGACY FOR HISTORIC JAMESTOWNE REMAINS THE PRIMARY OBJECTIVE OF ALL THOSE INVOLVED IN IMPLEMENTING THE MASTER PLAN. SUSTAINING THE LEGACY IN THE FUTURE IS EVERY BIT AS CRUCIAL FOR FUTURE GENERATIONS. HISTORIC JAMESTOWNE WILL REQUIRE BOTH GENERAL AND SPECIFIC ENDOWMENT FUNDS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3731521 | 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 | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 118 | 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 | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8046481889 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 WEST FRANKLIN STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23220 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 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 |
|---|---|---|---|---|---|---|---|
| MR LACY BENNETT WARD JR | |||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| MS GENEVIEVE P KELLER | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| MRS ELMO G CROSS JR | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| MR GARY OMETER | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| MS ELIZABETH S KOSTELNY | |||||||
| EXECUTIVE DIRECTOR/SECRETA | 50.00 | X | X | 106678 | 0 | 6099 | |
| MR JOHN H GUY IV | |||||||
| EX OFFICIO | 1.00 | X | X | 0 | 0 | 0 | |
| CHIEF KENNETH ADAMS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MS M KAREN BERKNESS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DR WARREN M BILLINGS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SALLY GUY BROWN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| AUDREY PAULETTE DAVIS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ANNE CARTER LEE GRAVELY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR ROY E HOCK | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MRS A E DICK HOWARD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR J MICHAEL JARVIS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR CATESBY JONES | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR WILLIAM B KERKAM III | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MS LINDA H MARKS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HON W TAYLOE MURPHY JR | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HON OLIVER A POLLARD JR | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR ARTHUR W SCHMIDT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MRS MICHAEL STARLING | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR REGGIE STEWART | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR MARK O WEBB | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MS KARENNE WOOD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MS MARY ZAYDE ZEUGNER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM KELSO | |||||||
| DIRECTOR OF ARCHAEOLOGY | 40.00 | 101630 | 0 | 1892 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 208308 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7991 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 118860 | MembershipDues |
| All Other Contributions | 1580193 | AllOtherContributions |
| Noncash Contributions | 341516 | NoncashContributions |
| Total Contributions | 1699053 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 699742 | 699742 |
| RESTORATION SERVICE FE | 900099 | 271686 | 271686 |
| MEMBERSHIP ACTIVITIES | 900099 | 16958 | 16958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 988386 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 431532 | TotalRevenueColumn |
| Exclusion | $431,532 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 79807 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 79807 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79807 | TotalRevenueColumn |
| Exclusion | $79,807 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 804473 | Securities |
| Other | 108800 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 804473 | Securities |
| Other | 108800 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 913273 | TotalRevenueColumn |
| Exclusion | $913,273 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 929132 | GrossSalesOfInventory |
| Cost Of Goods Sold | 514374 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 414758 | TotalRevenueColumn |
| Exclusion | $414,758 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 18883 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18883 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18883 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4545692 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1007269 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,839,370 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106678 | Total |
| Management And General | 106678 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1913855 | Total |
| Program Services | 1633261 | ProgramServices |
| Management And General | 188790 | ManagementAndGeneral |
| Fundraising | 91804 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214983 | Total |
| Program Services | 170271 | ProgramServices |
| Management And General | 33842 | ManagementAndGeneral |
| Fundraising | 10870 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170739 | Total |
| Program Services | 140557 | ProgramServices |
| Management And General | 23414 | ManagementAndGeneral |
| Fundraising | 6768 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314793 | Total |
| Program Services | 314793 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86272 | Total |
| Program Services | 52769 | ProgramServices |
| Management And General | 33503 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40701 | Total |
| Program Services | 5625 | ProgramServices |
| Management And General | 35076 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13208 | Total |
| Program Services | 618 | ProgramServices |
| Management And General | 12590 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82193 | Total |
| Program Services | 62839 | ProgramServices |
| Fundraising | 19354 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43891 | Total |
| Program Services | 43891 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125089 | Total |
| Program Services | 92351 | ProgramServices |
| Management And General | 12725 | ManagementAndGeneral |
| Fundraising | 20013 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35482 | Total |
| Program Services | 25035 | ProgramServices |
| Management And General | 5194 | ManagementAndGeneral |
| Fundraising | 5253 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176374 | Total |
| Program Services | 173127 | ProgramServices |
| Management And General | 2537 | ManagementAndGeneral |
| Fundraising | 710 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62792 | Total |
| Program Services | 26382 | ProgramServices |
| Management And General | 19211 | ManagementAndGeneral |
| Fundraising | 17199 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46560 | Total |
| Program Services | 39774 | ProgramServices |
| Management And General | 1317 | ManagementAndGeneral |
| Fundraising | 5469 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299754 | Total |
| Program Services | 299754 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86442 | Total |
| Program Services | 86442 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MAINTENANCE AND RESTORA | 330323 | 330323 | ||
| MUSEUM OPERATIONS | 158766 | 158766 | ||
| ALL OTHER EXPENSES | 62072 | 34126 | 22652 | 5294 |
| BOND DEBT SERVICE | 40817 | 40817 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4411784 | Total |
| Program Services | 3731521 | ProgramServices |
| Management And General | 497529 | ManagementAndGeneral |
| Fundraising | 182734 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1355164 | BOY |
| EOY | 818388 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216767 | BOY |
| EOY | 184708 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1031986 | BOY |
| EOY | 692402 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144138 | BOY |
| EOY | 62224 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622869 | BOY |
| EOY | 606882 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15095 | BOY |
| EOY | 12899 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14005294 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1465238 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12253423 | BOY |
| EOY | 12540056 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14703140 | BOY |
| EOY | 13748582 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1651170 | BOY |
| EOY | 918222 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31993752 | BOY |
| EOY | 29584363 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427755 | BOY |
| EOY | 456873 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67649 | BOY |
| EOY | 42099 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5635452 | BOY |
| EOY | 3948533 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6130856 | BOY |
| EOY | 4447505 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14975666 | BOY |
| EOY | 14939907 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8163663 | BOY |
| EOY | 7472859 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2723567 | BOY |
| EOY | 2724092 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25862896 | BOY |
| EOY | 25136858 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31993752 | BOY |
| EOY | 29584363 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 133908 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -859946 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 4724388 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2592529 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1883795 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1977152 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1699053 | CurrentTaxYear |
| Total | 12876917 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4160097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2323418 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2136548 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2056138 | CurrentTaxYearMinus1Year |
| Current Tax Year | 988386 | CurrentTaxYear |
| Total | 11664587 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8884485 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4915947 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4020343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4033290 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2687439 | CurrentTaxYear |
| Total | 24541504 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 105688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 91886 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72607 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26514 | CurrentTaxYear |
| Total | 311815 | 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 | 15120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 105688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 91886 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72607 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26514 | CurrentTaxYear |
| Total | 311815 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 24229689 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 730605 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 687298 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 558816 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 436736 | CurrentTaxYearMinus1Year |
| Current Tax Year | 511339 | CurrentTaxYear |
| Total | 2924794 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 730605 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 687298 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 558816 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 436736 | CurrentTaxYearMinus1Year |
| Current Tax Year | 511339 | CurrentTaxYear |
| Total | 2924794 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2138 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38907 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15161 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17998 | CurrentTaxYear |
| Total | 127756 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9668642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5605383 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4618066 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4485187 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3216776 | CurrentTaxYear |
| Total | 27594054 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87810 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.88560 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.10600 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.10040 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9757614 | BeginningOfYearBalance |
| Contributions | 509638 | Contributions |
| Investment Earnings Or Losses | -27944 | InvestmentEarningsOrLosses |
| Administrative Expenses | 434874 | AdministrativeExpenses |
| End Of Year Balance | 9804434 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9177753 | BeginningOfYearBalance |
| Contributions | 7091 | Contributions |
| Investment Earnings Or Losses | 994639 | InvestmentEarningsOrLosses |
| Administrative Expenses | 421869 | AdministrativeExpenses |
| End Of Year Balance | 9757614 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7486202 | BeginningOfYearBalance |
| Contributions | 957845 | Contributions |
| Investment Earnings Or Losses | 1189325 | InvestmentEarningsOrLosses |
| Administrative Expenses | 455619 | AdministrativeExpenses |
| End Of Year Balance | 9177753 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9280369 | BeginningOfYearBalance |
| Contributions | 53600 | Contributions |
| Investment Earnings Or Losses | -1684766 | InvestmentEarningsOrLosses |
| Administrative Expenses | 163001 | AdministrativeExpenses |
| End Of Year Balance | 7486202 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67090 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.29150 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03760 | 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 | 13472504 | OtherCostOrOtherBasis |
| Depreciation | 1226614 | Depreciation |
| Book Value | 12245890 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 484387 | OtherCostOrOtherBasis |
| Depreciation | 194663 | Depreciation |
| Book Value | 289724 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48403 | OtherCostOrOtherBasis |
| Depreciation | 43961 | Depreciation |
| Book Value | 4442 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12540056 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SPLIT INTEREST LIABILITY | $140,939 |
| LIABILITY UNDER REVOLVING FUND IN TRUST | $788,518 |
| BOND PAYABLE | $2,875,000 |
| LIABILITY UNDER AGENCY AGREEMENT | $144,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3948533 | TotalOfAmounts |
| Total Revenue | 4545692 | TotalRevenue |
| Total Expenses | 4411784 | TotalExpenses |
| Excess Or Deficit For Year | 133908 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -850658 | NetUnrealizedGLOnInvestments |
| Other | -$9,288 | OtherAmount |
| Total Adjustments | -859946 | TotalAdjustments |
| Excess Or Deficit Per FS | -726038 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4912855 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -850658 | NetUnrealizedGainsInvestments |
| Other Revenues | 1236206 | OtherRevenues |
| Revenue Not Rptd F990 | 385548 | RevenueNotRptdF990 |
| Revenue Subtotal | 4527307 | RevenueSubtotal |
| Investment Expenses Not Included | 18385 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 18385 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4545692 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5672005 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1278606 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1278606 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4393399 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 18385 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 18385 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4411784 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE ORGANIZATION DOES NOT CAPITALIZE COLLECTION ITEMS. HOWEVER, THE ORGANIZATION HAS A POLICY WHEREBY ANY DE-ACCESSIONING PROCEEDS MAY ONLY BE SPENT ON THE ACQUISITION OF COLLECTION ITEMS. THE COLLECTION IS INSURED BY AN ALL-RISK FINE ARTS POLICY FOR AN APPROXIMATE VALUE OF $3,500,000. | |
| PART III, LINE 4: | THE COLLECTIONS FALL INTO THREE GROUPS: ACCESSIONED COLLECTIONS, NON-ACCESSIONED COLLECTIONS AND ARCHAEOLOGICAL COLLECTIONS. ACCESSIONED COLLECTIONS ARE THE MAIN COLLECTING FOCUS AND CONSIST OF OBJECTS USED TO INTERPRET PRESERVATION VIRGINIA PROPERTIES TO THE PUBLIC AS WELL AS USED TO DOCUMENT THE HISTORY OF PRESERVATION VIRGINIA AND ITS PROPERTIES. EXAMPLES OF THIS COLLECTION INCLUDE SITE SPECIFIC OBJECTS THAT HAVE A PROVENANCE THAT LINKS THEM DIRECTLY TO AN HISTORIC PROPERTY, DECORATIVE AND FINE ARTS COLLECTIONS, MEMORABILIA COLLECTIONS AND REPRODUCTIONS. NON-ACCESSIONED COLLECTIONS INCLUDE THE ARCHIVAL COLLECTION, THE HISTORIC PHOTOGRAPHS, THE LIBRARY COLLECTION AND THE EDUCATIONAL COLLECTION. THESE COLLECTIONS ARE USED TO ENHANCE THE EDUCATIONAL AND INTERPRETIVE GOALS OF THE MISSION FOR THE PUBLIC. THE ARCHAEOLOGICAL COLLECTION IS A COLLECTION OF MATERIALS FROM SITES IN ACCORDANCE WITH STANDARD ARCHAEOLOGICAL PROFESSIONAL PRACTICES AND ETHICS. ALL OF THE COLLECTIONS ARE USED TO DOCUMENT THE HISTORY OF AN HISTORIC PROPERTY THROUGH INTERPRETATION IN EXHIBITIONS AND THROUGH AVAILABILITY FOR RESEARCH. ALL COLLECTION ITEMS ARE FURTHER INTERPRETED THROUGH EDUCATION PROGRAMMING WHICH MAY BE ON-SITE, THROUGH OUTREACH OR VIA WEB PRODUCTS AT PRESERVATION VIRGINIA'S WEBSITE. PRESERVATION VIRGINIA WILL LOAN OBJECTS FROM THE COLLECTION TO MUSEUMS AND OTHER NON-PROFIT, EDUCATIONAL ORGANIZATIONS FOR THE PURPOSE OF STUDY OR EXHIBITION. | |
| PART X: | MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2011 AND 2010. THE ORGANIZATION'S INFORMATIONAL RETURNS (FORM 990) FOR YEARS SINCE 2008 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -9,288. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 514,374. REVENUE OF HRF - COMBINED FINANCIAL STATEMENTS 731,120. CHANGE IN SPLIT INTEREST AGREEMENT -9,288. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 514,374. EXPENSES OF HRF - COMBINED FINANCIAL STATEMENTS 764,232. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC DEVELOPMENT AUTHORITY OF JAMES CITY COUNTY VIRGINIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 221147033 | IssuerEIN |
| CUSIP Number | 47029VAA7 | CUSIPNumber |
| Date Issued | 2004-11-16 | DateIssued |
| Issue Price | 6000000 | IssuePrice |
| Description Of Purpose | HISTORIC JAMESTOWNE | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANIEL W SCHMIDT | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FAMILY MEMBER OF DIRECTOR ARTHUR SCHMIDT | Relationship |
| Description Of Transaction | EMPLOYEE OF THE ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 341516 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NY STOCK EXCHANGE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUZZ SCHMIDT (BOARD MEMBER) AND DANNY SCHMIDT (EMPLOYEE) - FAMILY RELATIONSHIP | |
| FORM 990, PART VI, SECTION A, LINE 3 | ON SEPTEMBER 7, 2010, PRESERVATION VIRGINIA EXECUTED AN AGREEMENT WITH THE COLONIAL WILLIAMSBURG FOUNDATION TO MANAGE THE DAILY OPERATIONS AND PROGRAMMING AT HISTORIC JAMESTOWNE FOR A TERM PERIOD ENDING ON DECEMBER 31, 2014. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WAS FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW AND INPUT ON DRAFT. THEN FORM 990 WAS POSTED ON BOARD REPOSITORY FOR BOARD MEMBER REVIEW. BOARD MEMBERS WERE GIVEN 3 DAYS TO REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IF A BOARD MEMBER HAS A CONFLICT OF INTEREST THYE ARE RECUSED FROM ANY DECISION MAKING ON AN ISSUE FOR WHICH THEY HAVE A CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS SALARIES BY COMPARING DATA FROM COMPARABLE ORGANIZATIONS IN COMPARABLE POSITIONS TO DETERMINE THE SALARY OF THE EXECUTIVE DIRECTOR. THE DOCUMENTATION FOR ANALYSIS IS SAVED WITH THE FORM 990 SUPPORT INFORMATION. THE TREASURER AND EXECUTIVE DIRECTOR REVIEWED SALARY AND BENEFIT SURVEY INFORMATION FROM COMPARABLE ORGANIZATIONS TO DETERMINE COMPENSATION OF ALL STAFF WHICH REVIEW WAS DISCUSSED AND DOCUMENTED AT THE FINANCE COMMITTEE OVERSEEING THE BUDGET FOR 2011. ALL STAFF HAVE AN ANNUAL REVIEW OF THEIR WORK PERFORMANCE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES (PRESERVATION VIRGINIA) MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -850,658. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -9,288. TOTAL TO FORM 990, PART XI, LINE 5: -859,946. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, SECTION XI, LINE 2(C): | THE PROCEDURE TO OVERSEE THE AUDIT AND SELECT AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED. |