2024-07-11T13:19:49-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 237291856 AMERICAN INSTITUTE FOR CONSERVATION OF HISTORIC AND ARTISTIC WORKS AMER 2024529545 727 15TH STREET NW 500 WASHINGTON DC 20005 LISSA ROSENTHAL-YOFFE EXECUTIVE DIRECTOR 2024529545 2024-07-11 1 LISSA ROSENTHAL-YOFFE 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z LISSA ROSENTHAL-YOFFE 727 15TH STREET NW 500 WASHINGTON DC 20005 1311268 0 X WWW.CULTURALHERITAGE.ORG X 1972 DC SEE PART III, LINE 1. 8 8 13 10 41902 0 0 0 1327839 1108877 49025 39600 26160 18617 1403024 1167094 24600 24100 0 0 561005 607080 0 0 0 888731 839258 1474336 1470438 -71312 -303344 2375920 2014621 1547143 1441302 828777 573319 X A NATIONAL MEMBERSHIP ORGANIZATION IN THE UNITED STATES DEDICATED TO THE PRESERVATION OF CULTURAL MATERIAL, THE AMERICAN INSTITUTE FOR CONSERVATION OF HISTORIC AND ARTISTIC WORKS PLAYS A CRUCIAL ROLE IN ESTABLISHING AND UPHOLDING PROFESSIONAL STANDARDS, PROMOTING RESEARCH AND PUBLICATIONS, PROVIDING EDUCATIONAL OPPORTUNITIES, AND FOSTERING THE EXCHANGE OF KNOWLEDGE AMONG CONSERVATORS, ALLIED PROFESSIONALS, AND THE PUBLIC. 0 0 ANNUAL MEETING - THE AIC ANNUAL MEETING IS A CONFERENCE THAT INCLUDES FORMAL PRESENTATIONS, SYMPOSIA, DEMONSTRATIONS, AND INFORMAL CONVERSATIONS ON A VARIETY OF CONSERVATION TOPICS, INVITING DISCUSSION OF PHILOSOPHICAL AND ETHICAL ISSUES, NEW TECHNIQUES AND MATERIALS, AND RECENT DISCOVERIES THAT HAVE GROWN OUT OF CONSERVATION RESEARCH. THE MEETING FORMAT ENCOMPASSES LECTURES, EXHIBITS OF CONSERVATION-RELATED PRODUCTS AND SERVICES, WORKSHOPS, AND TOURS. IN 2023, THE AIC ANNUAL MEETING WAS OFFERED AS AN IN-PERSON EVENT WITH VIRTUAL MEETING COMPONENTS. PUBLICATIONS - AIC PROVIDES GENERAL AND TECHNICAL INFORMATION ON CONSERVATION ISSUES, TREATMENTS, RESEARCH, AND ORGANIZATIONAL MATTERS THROUGH THE PUBLICATION AND DISTRIBUTION OF A SCHOLARLY JOURNAL, NEWSLETTER, ONLINE DIRECTORY, AND OTHER PUBLICATIONS. AIC ALSO DISSEMINATES INFORMATION ABOUT AIC AND THE FIELD OF CONSERVATION ON ITS WEBSITE, IN WIKIS, IN ONLINE COMMUNITIES, AND ON ITS BLOG AND SOCIAL MEDIA SITES. AIC PERIODICALLY PARTNERS WITH MEMBERS OR ALLIED ORGANIZATIONS TO PUBLISH BOOKS ON TOPICS OF INTEREST TO THE FIELDS OF CONSERVATION AND PRESERVATION. SPECIALTY GROUPS - CONSERVATORS SPECIALIZE IN A BROAD RANGE OF MATERIALS, AS REFLECTED IN THE ACTIVITIES OF AIC SPECIALTY GROUPS, TO WHICH NEARLY ALL MEMBERS BELONG. ADDITIONALLY, ABOUT HALF OF AIC'S MEMBERSHIP HAVE IDENTIFIED THEMSELVES AS CONSERVATORS WHO WORK PRIVATELY. A SPECIALTY GROUP SUPPORTING THE NEEDS OF PRIVATE PRACTITIONERS CONTRIBUTES TO THE ORGANIZATION. THE TEN SPECIALTY GROUP DESIGNATIONS CURRENTLY MAINTAINED BY AIC ARE: ARCHITECTURE, BOOK & PAPER, CONSERVATORS IN PRIVATE PRACTICE, ELECTRONIC MEDIA, OBJECTS, PAINTINGS, PHOTOGRAPHIC MATERIALS, RESEARCH & TECHNICAL STUDIES, TEXTILES, AND WOODEN ARTIFACTS. THE SPECIALTY GROUPS SERVE THE FIELD BY FACILITATING COMMUNICATIONS AMONG MEMBERS THROUGH ONLINE COMMUNITIES AND PAGES ON THE AIC WEBSITE, PROVIDING A FORUM FOR CURRENT INFORMATION AT THE ANNUAL MEETING, PUBLISHING PAPERS GIVEN AT THE ANNUAL MEETING, AND OCCASIONALLY PUBLISHING BOOKS ON TOPICS RELATING TO THEIR AREA OF SPECIALTY. COMMITTEES AND OTHER PROGRAMS:COMMITTEES:AIC MAINTAINS FOUR STANDING COMMITTEES: 1.) THE MEMBERSHIP COMMITTEE REVIEWS AND APPROVES APPLICANTS FOR THE PROFESSIONAL ASSOCIATE AND FELLOW CLASSES OF MEMBERSHIP AND PROMOTES AIC MEMBERSHIP IN GENERAL. 2.) THE ETHICS AND STANDARDS COMMITTEE REVIEWS INSTANCES OF UNETHICAL OR QUESTIONABLE CONDUCT IN RELATION TO THE AIC CODE OF ETHICS, GUIDELINES FOR PRACTICE, AND THE COMMENTARIES TO THE GUIDELINES FOR PRACTICE. THESE DOCUMENTS SET FORTH THE PRINCIPLES THAT GUIDE CONSERVATION PROFESSIONALS AND OTHERS WHO ARE INVOLVED IN THE CARE OF CULTURAL PROPERTY. 3.) THE APPEALS COMMITTEE HEARS APPEALS OF ALL ACTIONS OF THE AIC BOARD OF DIRECTORS TAKEN IN RESPONSE TO THE EVIDENCE PROVIDED BY THE ETHICS AND STANDARDS COMMITTEE; AS OF THE 2023 CHANGE TO THE BYLAWS, THIS COMMITTEE IS AD HOC, POPULATED AS NEEDED BY THE BOARD. 4.) THE NOMINATING COMMITTEE PRESENTS A SLATE OF CANDIDATES FOR THE ANNUAL ELECTION OF DIRECTORS AND OFFICERS OF THE AIC.AIC HAS ADDITIONAL BOARD-APPROVED COMMITTEES THAT ASSIST IN THE ONGOING ACTIVITIES OF THE ORGANIZATION AND THESE INCLUDE: AUDIT, AWARDS, BYLAWS, COMMUNICATIONS, EDUCATION & TRAINING, EMERGENCY, EQUITY & INCLUSION, FINANCIAL ADVISORY, PROGRAM (ANNUAL MEETING GENERAL SESSION PROGRAM), AND SUSTAINABILITY.TASK FORCES AND WORKING GROUPS:THE AIC BOARD OF DIRECTORS PERIODICALLY CREATES A TASK FORCE OR WORKING GROUP TO RESEARCH AND MAKE RECOMMENDATIONS TO THE BOARD REGARDING PARTICULAR ISSUES. TASK FORCES AND WORKING GROUPS ARE GIVEN CHARGES AND A TIMEFRAME IN WHICH TO COMPLETE THEIR ACTIVITIES AND RECOMMENDATIONS. THE MATERIALS WORKING GROUP, IMAGING WORKING GROUP AND ETHICS CORE DOCUMENTS REVIEW TASK FORCE WERE ACTIVE IN 2023.NETWORKS:ON NOVEMBER 4, 2011, THE AIC BOARD OF DIRECTORS APPROVED A NEW PROGRAM OR DIVISION OF AIC BY CREATING THE PREVENTIVE CARE NETWORK (FORMERLY COLLECTION CARE NETWORK) AND APPROVING ITS CHARGE. THE EMERGING CONSERVATION PROFESSIONALS NETWORK AND HEALTH & SAFETY NETWORK, CONTEMPORARY ART CONSERVATION NETWORK AND THE ARCHAEOLOGICAL HERITAGE NETWORK ARE THE OTHER APPROVED AIC NETWORKS. NETWORKS ADDRESS TOPICS THAT ARE OF INTEREST ACROSS SPECIALTIES AND ARE DESIGNED TO AUGMENT THE WORK OF SPECIALTY GROUPS. ANY AIC MEMBER CAN BE A MEMBER OF A NETWORK. A SMALL ADDITIONAL FEE MAY BE CHARGED FOR NETWORK MEMBERSHIP.DISCUSSION GROUPS:SOME OF OUR MEMBERS AND GROUPS CREATE SUBGROUPS OR TOPICAL GROUPS TO DISCUSS PARTICULAR ISSUES AND TECHNIQUES ON A SMALLER SCALE THAN A FULL MATERIALS-BASED GROUP OR MEMBER-WIDE NETWORK. THE BOOK AND PAPER GROUP ART ON PAPER DISCUSSION GROUP BEGAN IN 2013 AS A FORUM AT THE AIC ANNUAL MEETING FOR EXCHANGING FOCUSED EXPERIENCES AND IDEAS ON ART ON PAPER CONSERVATION; THE BOOK AND PAPER GROUP LIBRARY AND ARCHIVES CONSERVATION DISCUSSION GROUP IS A FORUM AT THE AIC ANNUAL MEETING FOR EXCHANGING FOCUSED EXPERIENCES AND IDEAS ON LIBRARY COLLECTIONS AND ARCHIVES CONSERVATION. IN 2019, THE BPG MEMBERSHIP VOTED TO COMBINE THE LIBRARY COLLECTIONS CONSERVATION DISCUSSION GROUP (LCCDG) (1980S TO 2020) AND THE ARCHIVES CONSERVATION DISCUSSION GROUP (ACDG) (1992 TO 2020) INTO THE LIBRARY AND ARCHIVES CONSERVATION DISCUSSION GROUP (LACDG). LACDG'S INAUGURAL YEAR WAS 2020-2021. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 23 0 1 13 1 1 1 0 0 0 0 0 0 0 X 8 8 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X LISSA ROSENTHAL-YOFFE 2024529545 727 15TH STREET NW 500 WASHINGTON DC 20005 SUZANNE DAVIS PRESIDENT 3.00 1.00 X X 0 0 0 CORINA ROGGE VICE PRESIDENT 2.00 1.00 X X 0 0 0 JENNIFER MCGLINCHEY SEXTON SECRETARY 2.00 0.00 X X 0 0 0 ELMER EUSMAN TREASURER 2.00 1.00 X X 0 0 0 MOLLY GLEESON DIRECTOR (UNTIL 5/2023) 2.00 0.00 X 0 0 0 SARAH MELCHING DIRECTOR (UNTIL 5/2023) 2.00 0.00 X 0 0 0 SAMANTHA SPRINGER DIRECTOR 2.00 0.00 X 0 0 0 SARAH REIDELL DIRECTOR 2.00 0.00 X 0 0 0 GREGORY BAILEY DIRECTOR 2.00 0.00 X 0 0 0 BETH EDELSTEIN DIRECTOR 2.00 0.00 X 0 0 0 LISSA ROSENTHAL-YOFFE EXECUTIVE DIRECTOR 18.75 18.75 X 142800 0 4425 142800 0 4425 1 0 0 0 0 MEMBERSHIP DUES 900099 623791 623791 ANNUAL MEETING 900099 411507 411507 WEB ADVERTISING 900099 37702 37702 PUBLICATIONS 900099 26150 21950 4200 WORKSHOP REVENUE 900099 9727 9727 1108877 19525 19525 10763 10763 160000 139925 20075 20075 20075 7766 4249 3517 3517 OTHER INCOME 900099 4337 4337 4337 1167094 1070492 41902 54700 24100 73613 434192 16227 39585 43463 4384 81277 40184 89020 64485 80309 344695 132 4242 5953 FULFILLMENT SERVICES 56287 BANK & C.C. FEES 33211 DUES & SUBSCRIPTIONS 15767 MISCELLANEOUS 8874 10438 1470438 118261 68424 11363 10813 23432 22828 15740 10629 98729 55119 181857 146332 45973 35525 666955 590607 1395467 1220676 2375920 2014621 97751 112445 314409 348810 1134983 980047 1547143 1441302 X 828777 573319 828777 573319 2375920 2014621 -303344 47886 0 X 0 1 X 1 0 0 1 0 181857 146332 35525 35525 DUE FROM FAIC 487531 DEPOSITS 11317 RIGHT OF USE ASSET 721828 1220676 DUE TO FAIC 124460 OPERATING LEASE LIABILITY 855587 980047 1224808 47886 9963 57849 1166959 4384 -4249 135 1167094 1480266 9963 9963 1470303 4384 -4249 135 1470438 PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE -4,249. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE -4,249. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. 1 FOUNDATION FOR ADVANCEMENT IN CONSERVATION 727 15TH STREET NW SUITE 500 WASHINGTON DC 20005 237424418 501(C)(3) 24100 0 GENERAL PROGRAM SUPPORT 1 0 PART I, LINE 2: GRANTS WERE MADE TO AN AFFILIATED 501(C)(3) ORGANIZATION IN SUPPORT OF THE CHARITABLE AND EDUCATIONAL PROGRAMS OF THE NONPROFIT ORGANIZATION. THE AFFILIATED 501(C)(3) ORGANIZATION AND THE FILING ORGANIZATION SHARE ALL STAFF AND FACILITIES AND MONITOR ALL EXPENDITURES OF THESE GRANT FUNDS. FORM 990, PART VI, SECTION A, LINE 4 DURING 2023, THE BLYAWS WERE AMENDED TO INCLUDE THE FOLLOWING NOTABLE CHANGES: - THE BYLAWS STRIVE FOR INCLUSIVE LANGUAGE THROUGHOUT THE DOCUMENT. - SECTION II: MEMBERSHIPS - LINKS THE CATEGORIES OF MEMBERSHIP LABELS FOUND IN THE AIC ARTICLES OF INCORPORATION (1967) TO THE 2021 MEMBERSHIP DESIGNATION VOTE - ADDS A NEW REQUIREMENT FOR INDIVIDUAL MEMBERS TO UPHOLD THE AIC CODE OF ETHICS AND GUIDELINES FOR PRACTICE - ASSIGNS THE RESPONSIBILITY FOR PROFESSIONAL DEVELOPMENT ACTIVITIES RELATED TO PROFESSIONAL MEMBER CATEGORY TO THE APPOINTED MEMBERSHIP COMMITTEE - OUTLINES THE ROLES AND RESPONSIBILITIES OF PROFESSIONAL MEMBERS - OUTLINES THE ROLES AND RESPONSIBILITIES OF FELLOW, INCLUDING THAT FELLOWS RETAIN THE VOTING RIGHT OF THE CATEGORY OF PROFESSIONAL MEMBER AS LONG AS THEY REMAIN MEMBERS IN GOOD STANDING IN ANY MEMBERSHIP CATEGORY - PROVIDES A GOVERNANCE OVERVIEW FOR ADMINISTERING ETHICAL MISCONDUCT THAT INCLUDES ANNUAL ISSUANCE OF AN ETHICS VIOLATION PROCESS DOCUMENT AT THE AIC BUSINESS MEETING - SECTION III: DIRECTORS AND OFFICERS - STATES THE ROLE OF THE EXECUTIVE DIRECTOR AS A NON-VOTING, EX OFFICIO MEMBER OF THE AIC BOARD OF DIRECTORS - PLACES NO LIMITS ON THE COMPOSITION OF THE BOARD OF DIRECTORS IN TERMS OF THE PROFESSIONAL MEMBERS WHO MAY HOLD DIRECTOR OR OFFICER POSITIONS - UPDATES THE MEMBERSHIP CATEGORY THAT MAY HOLD PRESIDENT OR VICE-PRESIDENT OFFICE TO PROFESSIONAL MEMBER - OUTLINES A REVISED TERM OF ALL OFFICERS FOR THREE YEARS, WITH THE PRESIDENT AND VICE PRESIDENT SERVING ONLY ONE TERM, WITH ALL OTHER MEMBERS OF THE BOARD OF DIRECTORS ELIGIBLE TO SERVE TWO CONSECUTIVE TERMS - SECTION V: COMMITTEES AND DIVISIONS - CREATES STANDING COMMITTEES (MEMBERSHIP, ETHICS AND STANDARDS, AND NOMINATING), WHICH ARE COMMITTEES THAT OPERATE PERPETUALLY - CREATES SELECT COMMITTEES (APPEALS, AUDIT, BYLAWS, MEMBERSHIP REVIEW), WHICH ARE COMMITTEES THAT ARE APPOINTED AND THAT EXPIRE UPON THE COMPLETION OF THE DUTY ASSIGNED TO THEM FORM 990, PART VI, SECTION A, LINE 6 THE BYLAWS OF THE AIC INCLUDE FIVE CLASSES OF MEMBERSHIP WHICH INCLUDES HONORARY, FELLOWS, PROFESSIONAL ASSOCIATES, ASSOCIATES AND INSTITUTIONAL MEMBERS. ONLY FELLOWS, PROFESSIONAL ASSOCIATES AND ASSOCIATES MAY VOTE TO ELECT THE OFFICERS AND BOARD OF DIRECTORS. BOARD MEMBERS MUST BE EITHER FELLOWS OR PROFESSIONAL ASSOCIATES EXCEPT THAT THE PRESIDENT AND VICE PRESIDENT MUST BE A FELLOW. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF EIGHT DIRECTORS AND ONE APPOINTED NON VOTING EX-OFFICIO MEMBER, WHICH IS THE EXECUTIVE DIRECTOR. BOARD MEMBERS MUST BE EITHER FELLOWS OR PROFESSIONAL ASSOCIATES EXCEPT THAT THE PRESIDENT AND VICE PRESIDENT MUST BE A FELLOW. ONLY FELLOWS, PROFESSIONAL ASSOCIATES AND ASSOCIATES CAN VOTE TO ELECT A DIRECTOR OR OFFICER. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF AIC ACTS ON BEHALF OF THE MEMBERSHIP FOR MOST DECISIONS. THE MEMBERSHIP IS REQUIRED TO APPROVE ANY AMENDMENTS TO THE BYLAWS, ELECTIONS OF OFFICERS, DIRECTORS AND MEMBERS OF THE NOMINATING COMMITTEE, OR OTHER MATTERS ON WHICH A VOTE IS REQUESTED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CPA AND REVIEWED AND APPROVED BY MANAGEMENT. THE EXECUTIVE DIRECTOR REVIEWS, APPROVES, AND SIGNS THE FORMS 990, 990T, AND RELATED STATE FILINGS. A COPY IS PROVIDED TO THE BOARD OF DIRECTORS ELECTRONICALLY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY DURING A BOARD MEETING. AT THE SAME TIME, THEY ARE GIVEN A FORM TO COMPLETE. ON THE FORM, EACH BOARD MEMBER AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTAND THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. THE ORGANIZATION REQUIRES DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE ADDRESSED DURING THE YEAR AS NEEDED AND APPROPRIATE ACTION IS TAKEN BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR, THE ONLY COMPENSATED OFFICER OF THE ORGANIZATION, IS DETERMINED BY THE BOARD OF DIRECTORS USING AN EXTERNAL SALARY SURVEY SPECIFIC TO THE NONPROFIT SECTOR. THE PERFORMANCE OF THE EXECUTIVE DIRECTOR IS EVALUATED BY THE BOARD ANNUALLY AND ANY INCREASE IN HER COMPENSATION IS APPROVED AT THAT TIME, GENERALLY IN EXECUTIVE SESSION WITHOUT MINUTES. THE SALARY CHANGE IS COMMUNICATED TO THE ORGANIZATION BY THE BOARD OF DIRECTORS. THE LAST COMPENSATION REVIEW TOOK PLACE DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UNLESS REQUIRED BY LAW. FOUNDATION FOR ADVANCEMENT IN CONSERVATION 727 15TH STREET NW SUITE 500 WASHINGTON DC 20005 237424418 EDUCATIONAL NONPROFIT DC 501(C)(3) LINE 7 AIC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 FOUNDATION FOR ADVANCEMENT IN CONSERVATION B 24100 ACTUAL COST FOUNDATION FOR ADVANCEMENT IN CONSERVATION N 185628 ACTUAL COST FOUNDATION FOR ADVANCEMENT IN CONSERVATION O 556843 ACTUAL COST FOUNDATION FOR ADVANCEMENT IN CONSERVATION P 48561 ACTUAL COST FOUNDATION FOR ADVANCEMENT IN CONSERVATION Q 853353 ACTUAL COST FOUNDATION FOR ADVANCEMENT IN CONSERVATION S 50000 ACTUAL COST