Totals
- Total revenue
- $9,108,547
- Total expenses
- $10,742,249
- Contributions and grants received
- $8,942,999
- Grants paid
- $9,374,060
- Program service revenue
- $0
- Investment income
- $159,839
- Other revenue
- $5,709
- Total assets, end of year
- $29,814,085
- Total liabilities, end of year
- $26,149
- Net assets or fund balances, end of year
- $29,787,936
- Program services expenses (Part IX)
- $10,151,541
- Management and general expenses
- $440,500
- Fundraising expenses
- $150,208
- Program service expenses (Part III)
- $10,151,541
Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$8,942,999
-
3 · Investment income
total $170,979 · excluded $170,979
-
7a · Gross sales of assets other than inventory
securities $11,498,196
-
7b · Less cost or other basis and sales expenses
securities $11,509,336
-
7c · Gain or loss
securities -$11,140
-
7d · Net gain or loss
total -$11,140 · excluded -$11,140
-
11a · Other revenue: MISCELLANEOUS
total $5,709 · excluded $5,709
-
11e · Other revenue, total
$5,709
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $9,269,060 · program services $9,269,060
-
2 · Grants to domestic individuals
total $105,000 · program services $105,000
-
5 · Compensation of officers, directors and key employees
total $369,731 · program services $175,784 · management and general $88,947 · fundraising $105,000
-
7 · Other salaries and wages
total $117,372 · program services $117,372
-
8 · Pension plan contributions
total $9,689 · program services $1,805 · management and general $1,857 · fundraising $6,027
-
9 · Other employee benefits
total $8,809 · program services $2,590 · management and general $917 · fundraising $5,302
-
10 · Payroll taxes
total $35,105 · program services $20,275 · management and general $6,866 · fundraising $7,964
-
11c · Fees: accounting
total $93,575 · management and general $93,575
-
11f · Fees: investment management
total $16,436 · management and general $16,436
-
11g · Fees: other
total $302,410 · program services $301,530 · management and general $880
-
12 · Advertising and promotion
total $156,770 · program services $49,117 · management and general $107,653
-
13 · Office expenses
total $18,028 · management and general $17,544 · fundraising $484
-
14 · Information technology
total $27,284 · program services $18,949 · management and general $8,335
-
16 · Occupancy
total $1,930 · program services $286 · management and general $1,644
-
17 · Travel
total $92,934 · program services $50,458 · management and general $36,635 · fundraising $5,841
-
22 · Depreciation, depletion and amortization
total $7,439 · management and general $7,439
-
23 · Insurance
total $4,514 · management and general $4,514
-
24a · Other expenses: OTHER EXPENSES
total $51,787 · program services $6,493 · management and general $41,426 · fundraising $3,868
-
24b · Other expenses: PANEL AND ADVISORY BOAR
total $32,450 · program services $32,450
-
24c · Other expenses: REGISTRATION FEES
total $13,616 · fundraising $13,616
-
24d · Other expenses: SOFTWARE AND OTHER SUBS
total $8,310 · program services $372 · management and general $5,832 · fundraising $2,106
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $526,675 · end of year $195,672
-
2 · Savings and temporary cash investments
beginning of year $10,607,638 · end of year $9,170,115
-
3 · Pledges and grants receivable
beginning of year $16,559,387 · end of year $16,695,613
-
4 · Accounts receivable
beginning of year $3,255 · end of year $3,048
-
9 · Prepaid expenses and deferred charges
beginning of year $13,435 · end of year $30,751
-
10a · Land, buildings and equipment: cost or other basis
$187,395
-
10b · Land, buildings and equipment: accumulated depreciation
$180,472
-
10c · Land, buildings and equipment, net
beginning of year $14,363 · end of year $6,923
-
11 · Investments: publicly traded securities
beginning of year $3,906,372 · end of year $3,711,963
-
17 · Accounts payable and accrued expenses
beginning of year $17,999 · end of year $26,149
-
18 · Grants payable
beginning of year $879
-
27 · Net assets without donor restrictions
beginning of year $9,687,723 · end of year $10,704,259
-
28 · Net assets with donor restrictions
beginning of year $21,924,524 · end of year $19,083,677
Mission and programs · 2022
Mission
SUPPORTS AMERICAN HISTORY DOCUMENTARY FILMMAKERS TO PROMOTE CIVIC ENGAGEMENT AND EDUCATION.THE SOCIETY ALSO RECOGNIZES AND SUPPORTS DOCUMENTARY FILM ARTISTS THROUGH ITS LIBRARY OF CONGRESS LAVINE/KEN BURNS PRIZE FOR FILM ANNUAL AMERICAN HISTORY DOCUMENTARY CONTEST, WHICH AWARDS ONE WINNER, ONE RUNNER-UP AND UP TO FOUR FINALISTS FUNDING FOR LATE-STAGE PRODUCTION COSTS, DISTRIBUTION AND OUTREACH; BETTER ANGELS FELLOWSHIP, WHICH FUNDS A MENTORSHIP PROGRAM FOR PROMISING FILMMAKERS, AND THE NEXT GENERATION ANGELS AWARDS, WHICH RECOGNIZES EXCELLENCE IN MIDDLE AND HIGH SCHOOL-AGED STUDENT AMERICAN HISTORY DOCUMENTARY FILMMAKING.
Activities or mission (Part I)
ENSURE HISTORICAL DOCUMENTARY FILMS ARE FUNDED/SHARED THRU EDUCATIONAL OUTREACH & CIVIC DISCOURSE.
-
FILM PRODUCTION, OUTREACH AND EDUCATION - THE SOCIETY PROVIDED OVER $8.6 MILLION IN FUNDING FOR THE PRODUCTION AND DISTRIBUTION OF DOCUMENTARY FILMS PRODUCED BY KEN BURNS WHICH ARE BROADCAST ON PBS TELEVISION STATIONS AND AVAILABLE ON PBS' DIGITAL PLATFORMS. FILMS SUPPORTED IN 2022 INCLUDED THE US AND THE HOLOCAUST, WHICH AIRED IN 2022, AMERICAN BUFFALO, WHICH WILL AIR IN 2023, THE AMERICAN REVOLUTION, LEONARDO DAVINCI, CRIME & PUNISHMENT, AND EMANCIPATION TO EXODUS. IN ADDITION, THROUGH ITS BETTER ANGELS STORIES INITIATIVE, THE SOCIETY SUPPORTED AMERICAN DOCUMENTARY FILMS BY A NUMBER OF OTHER FILMMAKERS. FILMS SUPPORTED BY THE SOCIETY WHICH AIRED ON PBS MEMBER STATIONS IN 2022 INCLUDED MARIAN ANDERSON, PLAGUE AT THE GOLDEN GATE, FLOOD IN THE DESERT, JOE PAPP IN FIVE ACTS, THE ADVENTURES OF SAUL BELLOW AND TAKEN HOSTAGE.
Expenses $8,674,772 · Grants $8,724,060
-
LEGACY - IN 2022 THE SOCIETY AWARDED THE FOURTH ANNUAL LIBRARY OF CONGRESS LAVINE/KEN BURNS PRIZE FOR FILM TO SUPPORT AMERICAN HISTORICAL DOCUMENTARY FILMMAKING AND ENCOURAGE A GROWING COMMUNITY OF DOCUMENTARY FILMMAKERS WORKING ON BRINGING AMERICA'S STORIES TO LIGHT. IT OVERSAW THE SECOND YEAR OF THE BETTER ANGELS LAVINE FELLOWSHIP PROGRAM, A MENTORING PROGRAM FOR PROMISING FILMMAKERS WHOSE FILMS WERE NOT SELECTED AS FINALISTS FOR THIS PRIZE BUT DEMONSTRATE THE POTENTIAL FOR EXCELLENCE. IN ADDITION, THE SOCIETY RECOGNIZED NEXT GENERATION ANGELS, MIDDLE AND HIGH SCHOOL STUDENTS WHO HAVE DEVELOPED HISTORY DOCUMENTARY FILMS, THROUGH ITS AWARDS PROGRAM. THE SOCIETY ALSO CONTINUED TO BUILD THE KEN BURNS PUBLIC DIALOGUE INITIATIVE, A PARTNERSHIP WITH GEORGETOWN UNIVERSITY TO ADVANCE THE USE OF HISTORY DOCUMENTARY FILMS IN HIGHER EDUCATIONAL SETTINGS, AND BRING ACADEMIC DISCOURSE TO THE PUBLIC.
Expenses $1,218,010 · Grants $500,000
-
OTHER EDUCATION INITIATIVES - IN 2022 GRANTS TOTALING $150,000 WERE MADE BY THE SOCIETY TO HELP LOCAL PUBLIC TELEVISION STATIONS DEVELOP AND DISTRIBUTE COMPANION TEACHING MATERIALS RELATED TO HISTORY-BASED DOCUMENTARY FILMS. THESE RESOURCES ARE USED PRIMARILY BY MIDDLE AND HIGH SCHOOL STUDENTS AND TEACHERS.
Expenses $258,759 · Grants $150,000
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bobby SteinBOBBY STEIN
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Meredith DewittMEREDITH DEWITT
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
John FullertonJOHN FULLERTON
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Hal BrierleyHAL BRIERLEY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Patrick ButlerPATRICK BUTLER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Nancy J CableNANCY J CABLE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John DebsJOHN DEBS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Joseph EvangelistiJOSEPH EVANGELISTI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Anthony FoxxANTHONY FOXX
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Greg GolkinGREG GOLKIN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Henry GomezHENRY GOMEZ
MEMBER - UNTIL 08/2022
- Total calculated
- $0
- Hours/week
- 2
-
Phil KentPHIL KENT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bonnie McCloskeyBONNIE MCCLOSKEY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Cappy McGarrCAPPY MCGARR
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michael MullenMICHAEL MULLEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Eric ObengERIC OBENG
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
David PfeilDAVID PFEIL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Laura RooseveltLAURA ROOSEVELT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jason SchlesingerJASON SCHLESINGER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Peter ThorenPETER THOREN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Courtney ChapinCOURTNEY CHAPIN
EXECUTIVE DIRECTOR
- Total calculated
- $219,731
- From this org
- $187,173
- From related orgs
- $0
- Other
- $32,558
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,173
- Bonus
- $0
- Other
- $0
- Deferred
- $18,900
- Nontaxable benefits
- $13,658
- Filer's total
- $219,731
-
Amy Margerum BergAMY MARGERUM BERG
PRESIDENT
- Total calculated
- $150,000
- From this org
- $150,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
SUPPORT FOR PRODUCTION OF DOCUMENTARY FILMS, OUTREACH, EDUCATION
-
LIBRARY OF CONGRESS
$400,000
SUPPORT FOR LIBRARY OF CONGRESS/LAVINE/KEN BURNS PRIZE FOR FILM
-
WNET
$280,750
SUPPORT FOR PRODUCTION OF DOCUMENTARY FILMS, OUTREACH, EDUCATION
-
SKIFF MOUNTAIN FILMS
$150,000
SUPPORT FOR AND RECOGNITION OF STUDENT DOCUMENTARY FILMMAKERS
-
$121,500
SUPPORT FOR PRODUCTION OF DOCUMENTARY FILMS, OUTREACH, EDUCATION
-
RAY LEW DOC LLC
$25,000
LIBRARY OF CONGRESS/LAVINE/KEN BURNS PRIZE RUNNER-UP
-
$25,000
LIBRARY OF CONGRESS/LAVINE/KEN BURNS PRIZE RUNNER-UP
-
THE GARDYN LLC
$25,000
LIBRARY OF CONGRESS/LAVINE/KEN BURNS PRIZE RUNNER-UP
-
$20,000
RECOGNITION AWARDS FOR STUDENT DOCUMENTARY FILMS
-
$15,000
SUPPORT FOR AND RECOGNITION OF DOCUMENTARY FILMMAKERS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 April 2023
- IRS schema version
- 2022v5.0
- Source object
- 202301089349301850
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.