2024-07-23T11:04:24-05:00 2023-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-10-01 521792608 NATIONAL ARCHIVES FOUNDATION NATI 2023575221 700 PENNSYLVANIA AVENUE NW G12 WASHINGTON DC 204080001 PATRICK M MADDEN EXECUTIVE DIRECTOR 2023575221 2024-07-23 1 PATRICK MADDEN 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK M MADDEN 700 PENNSYLVANIA AVENUE NW G12 WASHINGTON DC 204080001 17379370 0 X WWW.ARCHIVESFOUNDATION.ORG X 1992 DC SEE PART III, LINE 1. 43 43 47 41 0 0 5989603 7154283 217575 270734 274843 275567 2007468 2435547 8489489 10136131 2732505 1873420 0 0 2418369 2874373 0 110000 966802 1608606 2352603 6759480 7210396 1730009 2925735 14900726 18138502 1833780 1560005 13066946 16578497 X THE FOUNDATION WAS CREATED TO SUPPORT THE ARCHIVIST OF THE UNITED STATES IN THE DEVELOPMENT OF PROGRAMS, TECHNOLOGY, PROJECTS AND MATERIALS THAT WILL INTRODUCE THE ARCHIVES AND INTERPRET ITS HOLDINGS TO INDIVIDUALS AROUND THE WORLD. 0 0 2409922 1761765 MUSEUM ACTIVITIES: MUSEUM ACTIVITIES ARE INTENDED TO SUPPORT AUDIENCE DEVELOPMENT, BRANDING AND PROMOTION OF THE NATIONAL ARCHIVES, AS WELL AS VOLUNTEER PROGRAMS. ACTIVITIES INCLUDE: THE JULY 4TH CELEBRATION AND MANY OTHERS. 1413127 2586716 NATIONAL ARCHIVES STORE: THE NATIONAL ARCHIVES STORE PLAYS A VITAL ROLE IN FULFILLING THE MISSION OF THE NATIONAL ARCHIVES FOUNDATION. AS THE EXCLUSIVE GIFT SHOP OF THE NATIONAL ARCHIVES MUSEUM, THE NATIONAL ARCHIVES STORE SUPPORTS EXHIBITION AND EDUCATIONAL MESSAGING THROUGH THE DEVELOPMENT AND PRESENTATION OF HIGH-QUALITY MERCHANDISE HIGHLIGHTING THE HOLDINGS OF THE NATIONAL ARCHIVES. ALL PROCEEDS HELP SUPPORT NATIONAL ARCHIVES EXHIBITS, PUBLIC PROGRAMS, AND EDUCATIONAL INITIATIVES ACROSS THE COUNTRY. 405338 RONALD REAGAN LIBRARY: THE RONALD REAGAN LIBRARY PROJECT IS THE SITUATION ROOM: WASHINGTON'S CABINET IS A NEW SCENARIO FOR THE SITUATION ROOM EXPERIENCE SERIES OF EDUCATIONAL SIMULATIONS. THE SCENARIO IS A JOINT PROJECT BETWEEN THE RONALD REAGAN PRESIDENTIAL LIBRARY AND GEORGE WASHINGTON'S MOUNT VERNON AND IS DESIGNED TO BE IMPLEMENTED AT BOTH LOCATIONS. THE SIMULATION WILL ACCOMMODATE 20-40 HIGH SCHOOL PARTICIPANTS AND WILL FIT WITHIN A THREE-HOUR VISITATION WINDOW, INCLUDING NINETY MINUTES OF "LIVE PLAY." THE SCENARIO SERVES HIGH SCHOOL PARTICIPANTS AS A BASELINE BUT WILL BE A REWARDING EXPERIENCE FOR UNDERGRADUATES AND ADULT GROUPS ALIKE. THE SCENARIO IS AN 18TH CENTURY FOREIGN POLICY CRISIS SET DURING AMERICA'S FIRST "SITUATION ROOM" IN THE FORM OF PRESIDENT GEORGE WASHINGTON'S CABINET. PLAYERS TAKE ON A ROLE FROM THE ERA OF THE FOUNDING FATHERS AND ACT TO SAVE THE COUNTRY FROM BEING CONSUMED BY A WORLD WAR. 327130 24077 217239 EXHIBITIONS: DURING THE CURRENT FISCAL YEAR, THE LAWRENCE F. O'BRIEN GALLERY "RIGHTFULLY HERS: AMERICAN WOMEN AND THE VOTE" EXHIBIT PROVIDED AN OVERVIEW OF THE EVENTS LEADING UP AND FOLLOWING THE PASSING OF THE 19TH AMENDMENT.THE LAWRENCE F. O'BRIEN GALLERY ALSO FEATURED THE "ALL AMERICAN: THE POWER OF SPORTS" EXHIBIT BEGINNING IN SEPTEMBER 2022. THIS EXHIBITION SHOWCASES ARTIFACTS, AND PHOTOGRAPHS EXPLORING THE ATHLETES WHO HAVE SHAPED AMERICAN IDENTITY. 55944 37200 THEATER PROGRAMS: THE WILLIAM G. MCGOWAN THEATER, BUILT AND SUPPORTED BY THE FOUNDATION, IS WASHINGTON, DC'S PREMIER VENUE FOR FREE DOCUMENTARY FILMS, AUTHOR LECTURES, AND PANEL DISCUSSIONS EXPLORING HISTORICAL AND CURRENT EVENTS. 247426 50378 53495 EDUCATION: TEACHERS AND STUDENTS FROM AROUND THE COUNTRY PARTICIPATED IN WORKSHOPS AND VIDEO CONFERENCES THROUGH THE FOUNDATION SUPPORTED THE BOEING LEARNING CENTER. PARTICIPATING IN THESE WORKSHOPS AND VIDEOS, STUDENTS AND TEACHERS LEARN HOW TO USE THE NATIONAL ARCHIVES RECORDS IN THE CLASSROOM. THE FOUNDATION ALSO HELPED THE NATIONAL ARCHIVES MAINTAIN ITS DOCSTEACH WEBSITE AND SUPPORTS NATIONAL HISTORY DAY ACTIVITIES. WE THE PEOPLE CAMPAIGN: IN PREPARATION FOR THE 250TH ANNIVERSARY OF THE DECLARATION OF INDEPENDENCE (2026), THE WE THE PEOPLE CAMPAIGN IS THE FOUNDATIONS INVESTMENT TO BRING THE DOCUMENTS AND RESOURCES OF THE NATIONAL ARCHIVES TO ALL AMERICANS. IT SEEKS TO TRANSFORM THE PUBLIC'S UNDERSTANDING OF AMERICAN DEMOCRACY THROUGH NEW PROGRAMS, EXHIBITS, EDUCATIONAL RESOURCES FOR EDUCATORS, AND INTERACTIVE SIMULATIONS FOR STUDENTS. 630500 111655 270734 4858887 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 44 0 1 47 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 43 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X PATRICK M MADDEN 2023575222 700 PENNSYLVANIA AVENUE NW RM G12 WASHINGTON DC 204080001 JAMES J BLANCHARD PRESIDENT & CHAIR 2.00 X X 0 0 0 RODNEY E SLATER VICE CHAIR 2.00 X X 0 0 0 JACQUELINE B MARS VICE PRESIDENT 2.00 X X 0 0 0 ROBERT MOSBACHER JR VICE PRESIDENT 2.00 X X 0 0 0 LUCINDA ROBB VICE PRESIDENT 2.00 X X 0 0 0 ROSS O SWIMMER TREASURER 1.50 X X 0 0 0 MARILYNN WOOD HILL SECRETARY 1.50 X X 0 0 0 WILLIAM H MINOR COUNSEL 1.50 X 0 0 0 MICHAEL R BESCHLOSS DISTINGUISHED HISTORIAN 1.50 X 0 0 0 A'LELIA BUNDLES DISTINGUISHED HISTORIAN 1.50 X 0 0 0 KEN BURNS DISTINGUISHED HISTORIAN 1.50 X 0 0 0 KEVIN BROWN BOARD MEMBER 1.50 X 0 0 0 DOUGLAS G BRINKLEY BOARD MEMBER 1.50 X 0 0 0 STEVEN W CAPLE BOARD MEMBER 1.50 X 0 0 0 ANNE S CHAO BOARD MEMBER 1.50 X 0 0 0 CHARLIE DENT BOARD MEMBER 1.50 X 0 0 0 TERRI FARIELLO BOARD MEMBER 1.50 X 0 0 0 LAURIE S FULTON BOARD MEMBER 1.50 X 0 0 0 JONATHAN GLICKMAN BOARD MEMBER 1.50 X 0 0 0 MARY W GRAHAM BOARD MEMBER 1.50 X 0 0 0 FRUZSINA M HARSANYI BOARD MEMBER 1.50 X 0 0 0 DAVID JACOBSON BOARD MEMBER 1.50 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.50 X 0 0 0 CAMERON F KERRY BOARD MEMBER 1.50 X 0 0 0 ROSE STUCKEY KIRK BOARD MEMBER 1.50 X 0 0 0 FAY HARTOG-LEVIN BOARD MEMBER 1.50 X 0 0 0 JON LIEBMAN BOARD MEMBER 1.50 X 0 0 0 BRAD MELTZER BOARD MEMBER 1.50 X 0 0 0 MARY C MOYNIHAN BOARD MEMBER 1.50 X 0 0 0 ACKNEIL M MULDROW BOARD MEMBER 1.50 X 0 0 0 MICHELE NORRIS BOARD MEMBER 1.50 X 0 0 0 LAWRENCE F OBRIEN III BOARD MEMBER 1.50 X 0 0 0 SOLEDAD OBRIEN BOARD MEMBER 1.50 X 0 0 0 ZIAD OJAKLI BOARD MEMBER 1.50 X 0 0 0 KAREN PRITZKER BOARD MEMBER 1.50 X 0 0 0 BRUCE RAMER BOARD MEMBER 1.50 X 0 0 0 REBECCA BOGGS ROBERTS BOARD MEMBER 1.50 X 0 0 0 SUSAN P ROBERTS BOARD MEMBER 1.50 X 0 0 0 DEBORAH RATNER SALZBERG BOARD MEMBER 1.50 X 0 0 0 GERRY SALEMME BOARD MEMBER 1.50 X 0 0 0 MARJORIE B TIVEN BOARD MEMBER 1.50 X 0 0 0 DAVID E WEISMAN BOARD MEMBER 1.50 X 0 0 0 TOM E WHEELER BOARD MEMBER 1.50 X 0 0 0 PATRICK M MADDEN EXECUTIVE DIRECTOR 40.00 X 296479 0 24478 STEVE JENKINS SENIOR DIRECTOR, FINANCE 40.00 X 116515 0 12791 JAMES DOUMAS DEPUTY EXECUTIVE DIRECTOR 40.00 X 209902 0 20831 FRANCK CORDES DIRECTOR, CAPITAL CAMPAIGN 40.00 X 138156 0 10308 LAURA GIROUX DEPUTY DIRECTOR, CAPAIGN OPERATIONS 40.00 X 127023 0 13707 ERIN K BALDWIN DIRECTOR OF MARKETING & COMMUNICATIONS 40.00 X 104162 0 13032 JASON M CURTIS DIRECTOR OF FINANCE 40.00 X 101750 0 5642 TARA M TURNER DIRECTOR OF SPECIAL EVENTS 40.00 X 104415 0 9624 1198402 0 110413 8 0 1 0 LOCOOPE DEVELOPMENT 465 CHESTNUT GROVE ROAD CALLAWAY VA 24067 CONSULTING SERVICES 120000 1 330734 487270 6336279 112194 7154283 EXHIBITION REVENUE 900099 217239 217239 ADMISSION FEES 900099 53495 53495 270734 273964 273964 193 193 5334663 5333060 1603 1603 1603 21000 487270 178292 -157292 -157292 4318603 1731887 2586716 2586716 MISCELLANEOUS 900099 5930 5930 5930 10136131 2857450 0 124398 X 1864420 1864420 9000 9000 712723 445707 267016 1796660 1144048 428781 223831 47016 25138 19191 2687 126104 63080 38253 24771 191870 96457 55034 40379 3969 3969 110000 110000 61893 61893 1245080 950396 172484 122200 196053 196053 448931 282087 41924 124920 6321 6321 58932 19927 11047 27958 30639 3229 24675 2735 40344 40344 62219 62219 21244 21244 MERCHANT FEES 127453 115134 12319 MISCELLANEOUS 30895 6571 16338 7986 RONALD REGAN PRES. LIBR 12845 12845 EQUIPMENT 5660 1962 3698 125 125 7210396 4858887 1384707 966802 2368863 6103538 1508339 247769 2574888 2287238 9075 48652 668308 927269 85039 84648 252375 91967 23210 160408 7663004 8278980 14900726 18138502 773316 624370 377536 208395 682928 727240 1833780 1560005 X 4676822 5916239 8390124 10662258 13066946 16578497 14900726 18138502 2925735 585816 0 X 0 1 X 1 0 X 3779679 2811236 7570048 5989603 7154283 27304849 357990 363189 147612 134613 1003404 4137669 3174425 7717660 6124216 7154283 28308253 11031133 17277120 123862 145360 605186 223041 274157 1371606 11096 440 251 8031 5930 25748 29705607 14410506 0.58160 0.65720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3131181 247403 405103 2973481 3728571 -597390 3131181 3192953 535618 3728571 3025511 187512 20070 3192953 3549704 120152 494345 150000 3025511 0.07520 0.92480 0.00000 0 0 252375 91967 160408 160408 11485292 585816 612334 178292 1376442 10108850 27281 27281 10136131 7973741 612334 178292 790626 7183115 27281 27281 7210396 PART V, LINE 4: THE INVESTMENT EARNINGS MUST BE USED FOR THE ONGOING SUPPORT OF THE RONALD REAGAN LIBRARY PROJECT: THE SITUATION ROOM. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 178,292. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 178,292. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. X X X 1 COOPER LFC DEVELOPMENT 465 CHESTNUT GROVE ROAD CALLAWAY VA 24067 PROFESSIONAL FUNDRAISING 0 0 110000 -110000 110000 -110000 DC AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI GALA 508270 487270 21000 6449 94337 41780 35726 508270 487270 21000 6449 94337 41780 35726 178292 -157292 1 NATIONAL ARCHIVES RECORDS & ADMINISTRATION 700 PENNSYLVANIA AVE ROOM B WASHINGTON DC 20408 830426548 GOVERNMENT 1850420 0 RFP FOR PROGRAMMING & MUSEUM RENOVATION 1 0 FELLOWSHIP GRANT 3 7000 AWARD 2 2000 PART I, LINE 2: EACH YEAR, THE FOUNDATION AND NARA AGREE TO THE PROJECTS AND THE FUNDS REQUIRED FOR THESE PROJECTS. NO MONITORING OF THESE GRANTS IS REQUIRED. THE NON NARA GRANTS LISTED ABOVE WERE MADE IN CONJUNCTION WITH NARA. FELLOWSHIPS ARE SELECTED AND AWARDED BASED ON A PANEL OF NAF AND NARA JUDGES. THE NATIONAL ARCHIVES FOUNDATION MEETS WITH EACH FELLOW EVERY QUARTER DURING THEIR FELLOWSHIP YEAR. X X 0 0 0 0 0 0 0 0 0 PATRICK M MADDEN EXECUTIVE DIRECTOR 296479 0 0 0 0 0 14854 0 9624 0 320957 0 0 0 JAMES DOUMAS DEPUTY EXECUTIVE DIRECTOR 209902 0 0 0 0 0 10931 0 9900 0 230733 0 0 0 X 6 112194 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE. UPON THE DETERMINATION OF THE ACCURACY OF THE DRAFT, IT WAS SENT TO THE AUDIT COMMITTEE FOR APPROVAL. ONCE APPROVED BY THE COMMITTEE, THE FINAL FORM 990 WAS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY EACH MEMBER OF THE BOARD OF DIRECTORS AND A CONFLICT OF INTEREST COMPLIANCE STATEMENT IS SIGNED ANNUALLY. THE EMPLOYEES REVIEW THE POLICY AND SIGN A COMPLINACE STATEMENT UPON HIRE AND DURING AN ANNUAL PERFORMANCE REVIEW. UPON THE FIRST KNOWLEDGE BY AN INTERESTED PERSON THAT NAF, THE BOARD OR A COMMITTEE IS CONSIDERING OR HAS CONSIDERED A TRANSACTION OR ARRANGEMENT WITH AN ENTITY OR INDIVIDUAL WITH WHICH THE INTERESTED PERSON HAS AN INTEREST, THE INTERESTED PERSON DISCLOSES THE EXISTENCE AND NATURE OF HIS/HER INTEREST TO THE COMMITTEE. THE INTERESTED PERSON ALSO RECUSES HIMSELF/HERSELF FROM VOTING ON THIS MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE CONDUCT SALARY RESEARCH ON COMPARABLE INDUSTRY AND SIMILAR-SIZED NONPROFIT ORGANIZATIONS. THE FINDINGS OF THESE RESULTS ARE PRESENTED TO OFFICERS OF THE BOARD FOR RECOMMENDATIONS AND THE PROCESS IS DOCUMENTED. A SIMILAR PROCESS IS CONDUCTED ANNUALLY BY THE EXECUTIVE DIRECTOR FOR THE DIRECTOR OF FINANCE OF THE ORGANIZATION, ALONG WITH OTHER DIRECTORS OF THE FOUNDATION. ALL REVIEWS ARE DOCUMENTED AND PLACED INTO THE RESPECTIVE PERSONNEL FILE. THE LAST SALARY REVIEW TOOK PLACE IN DECEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G MUSEUM ACTIVITIES: PROGRAM SERVICE EXPENSES 278,217. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 278,217. ARCHIVES SHOP: PROGRAM SERVICE EXPENSES 61,598. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,598. RONALD REAGAN LIBRARY: PROGRAM SERVICE EXPENSES 405,338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 405,338. EXHIBITIONS: PROGRAM SERVICE EXPENSES 113,787. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,787. EDUCATION: PROGRAM SERVICE EXPENSES 76,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,136. THEATER PROGRAMS: PROGRAM SERVICE EXPENSES 15,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,320. STRATEGIC PLANNING CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 172,484. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,484. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 122,200. TOTAL EXPENSES 122,200.