Skip to content
Nonprofiteer
← MOUNT VERNON LADIES ASSOCIATION OF THE UNION

Form 990 for tax year 2024

Filed by MOUNT VERNON LADIES ASSOCIATION OF THE UNION.

Totals

Total revenue
$82,188,334
Total expenses
$64,241,277
Contributions and grants received
$43,002,958
Grants paid
$329,180
Program service revenue
$15,284,551
Investment income
$13,288,487
Other revenue
$10,612,338
Total assets, end of year
$400,749,510
Total liabilities, end of year
$24,454,006
Net assets or fund balances, end of year
$376,295,504
Program services expenses (Part IX)
$53,500,730
Management and general expenses
$5,478,794
Fundraising expenses
$5,261,753
Program service expenses (Part III)
$53,500,730

Program services were 83.3% 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.

  • 1b · Membership dues

    $2,184,244

  • 1c · Fundraising events

    $1,991,956

  • 1f · All other contributions, gifts and grants

    $38,826,758

  • 1g · Noncash contributions included above

    $5,100,841

  • 2a · Program service revenue: ADMISSION FEES

    total $13,011,202 · related or exempt $13,011,202

  • 2b · Program service revenue: EVENT REVENUE

    total $2,116,594 · related or exempt $2,116,594

  • 2c · Program service revenue: CONFERENCES & SYMPOSIA

    total $156,755 · related or exempt $156,755

  • 3 · Investment income

    total $6,727,855 · excluded $6,727,855

  • 5 · Royalties

    total $63,686 · excluded $63,686

  • 7a · Gross sales of assets other than inventory

    securities $7,184,847

  • 7b · Less cost or other basis and sales expenses

    securities $624,215

  • 7c · Gain or loss

    securities $6,560,632

  • 7d · Net gain or loss

    total $6,560,632 · excluded $6,560,632

  • 8a · Fundraising events: gross income

    $610,459

  • 8a · Fundraising events: contributions included on line 1c

    $1,991,956

  • 8b · Fundraising events: direct expenses

    $773,036

  • 8c · Net income from fundraising events

    total -$162,577 · excluded -$162,577

  • 10a · Gross sales of inventory

    $16,991,187

  • 10b · Cost of goods sold

    $6,949,431

  • 10c · Net income from sales of inventory

    total $10,041,756 · related or exempt $8,775,893 · unrelated business $1,265,863

  • 11a · Other revenue: OTHER INCOME

    total $669,473 · excluded $669,473

  • 11e · Other revenue, total

    $669,473

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $81,050 · program services $81,050

  • 2 · Grants to domestic individuals

    total $226,750 · program services $226,750

  • 3 · Grants to foreign organizations and individuals

    total $21,380 · program services $21,380

  • 5 · Compensation of officers, directors and key employees

    total $2,170,431 · program services $1,373,796 · management and general $415,567 · fundraising $381,068

  • 7 · Other salaries and wages

    total $20,313,654 · program services $17,153,773 · management and general $1,645,653 · fundraising $1,514,228

  • 8 · Pension plan contributions

    total $1,295,154 · program services $1,101,964 · management and general $99,948 · fundraising $93,242

  • 9 · Other employee benefits

    total $2,136,511 · program services $1,775,980 · management and general $177,241 · fundraising $183,290

  • 10 · Payroll taxes

    total $1,755,855 · program services $1,450,275 · management and general $158,433 · fundraising $147,147

  • 11b · Fees: legal

    total $38,491 · management and general $38,491

  • 11c · Fees: accounting

    total $87,109 · management and general $87,109

  • 11e · Fees: professional fundraising services

    total $243,000 · fundraising $243,000

  • 11f · Fees: investment management

    total $214,491 · management and general $214,491

  • 11g · Fees: other

    total $3,596,228 · program services $2,260,623 · management and general $1,064,623 · fundraising $270,982

  • 12 · Advertising and promotion

    total $1,143,745 · program services $900,610 · management and general $7,906 · fundraising $235,229

  • 13 · Office expenses

    total $5,621,708 · program services $4,050,455 · management and general $481,708 · fundraising $1,089,545

  • 14 · Information technology

    total $703,630 · program services $89,459 · management and general $614,171

  • 16 · Occupancy

    total $15,209,012 · program services $14,951,479 · management and general $161,285 · fundraising $96,248

  • 17 · Travel

    total $539,165 · program services $484,356 · management and general $8,575 · fundraising $46,234

  • 19 · Conferences, conventions and meetings

    total $56,972 · program services $41,633 · management and general $8,140 · fundraising $7,199

  • 20 · Interest

    total $568,132 · program services $568,132

  • 22 · Depreciation, depletion and amortization

    total $4,316,307 · program services $3,919,827 · management and general $198,240 · fundraising $198,240

  • 23 · Insurance

    total $342,171 · program services $273,736 · management and general $51,326 · fundraising $17,109

  • 24a · Other expenses: EVENT EXPENSES

    total $1,422,884 · program services $1,047,460 · management and general $14,475 · fundraising $360,949

  • 24b · Other expenses: COLLECTIONS/ACQUISITION

    total $1,172,122 · program services $1,172,122

  • 24c · Other expenses: DIRECT MAIL

    total $587,880 · program services $306,102 · management and general $7,939 · fundraising $273,839

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $377,445 · program services $249,768 · management and general $23,473 · fundraising $104,204

  • 26 · Joint costs (an allocation of the lines above)

    total $2,143,607 · program services $1,136,112 · management and general $21,436 · fundraising $986,059

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,838,124 · end of year $5,856,779

  • 2 · Savings and temporary cash investments

    beginning of year $24,296,719 · end of year $28,194,632

  • 3 · Pledges and grants receivable

    beginning of year $18,842,195 · end of year $29,240,463

  • 4 · Accounts receivable

    beginning of year $218,944 · end of year $525,917

  • 8 · Inventories for sale or use

    beginning of year $3,087,411 · end of year $3,479,853

  • 9 · Prepaid expenses and deferred charges

    beginning of year $277,641 · end of year $290,939

  • 10a · Land, buildings and equipment: cost or other basis

    $155,175,713

  • 10b · Land, buildings and equipment: accumulated depreciation

    $90,013,571

  • 10c · Land, buildings and equipment, net

    beginning of year $67,770,266 · end of year $65,162,142

  • 11 · Investments: publicly traded securities

    beginning of year $233,446,341 · end of year $253,255,961

  • 12 · Investments: other securities

    beginning of year $4,781,940 · end of year $3,943,022

  • 15 · Other assets

    beginning of year $6,226,362 · end of year $10,799,802

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,092,109 · end of year $6,826,718

  • 19 · Deferred revenue

    beginning of year $399,439 · end of year $341,170

  • 20 · Tax-exempt bond liabilities

    beginning of year $15,000,000 · end of year $15,000,000

  • 25 · Other liabilities

    beginning of year $2,957,697 · end of year $2,286,118

  • 27 · Net assets without donor restrictions

    beginning of year $139,258,406 · end of year $138,362,733

  • 28 · Net assets with donor restrictions

    beginning of year $204,078,292 · end of year $237,932,771

Mission and programs · 2024

Mission

THE MISSION OF THE MOUNT VERNON LADIES' ASSOCIATION IS TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON TO THE HIGHEST STANDARDS AND TO EDUCATE VISITORS AND PEOPLE THROUGHOUT THE WORLD ABOUT THE LIFE AND LEGACIES OF GEORGE WASHINGTON, SO THAT HIS EXAMPLE OF CHARACTER AND LEADERSHIP WILL CONTINUE TO INFORM AND INSPIRE FUTURE GENERATIONS.

Activities or mission (Part I)

TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON AND EDUCATE VISITORS ABOUT HIS LIFE.

  • EDUCATION: MOUNT VERNON CONTINUED TO PROVIDE OPPORTUNITIES TO EDUCATE TEACHERS AND STUDENTS ABOUT THE LIFE AND LEGACIES OF GEORGE WASHINGTON THROUGH EXPANDED PUBLIC PROGRAMMING AND DIGITAL RESOURCES, WITH APPROXIMATELY 290,000 STUDENTS VISITING THE ESTATE WITH SCHOOL GROUPS. THE ESTATE UNDERWENT SIGNIFICANT OPERATIONAL CHANGES IN 2024 DUE TO LANDMARK REVITALIZATION WORK IN THE MANSION AND THE CREATION OF A NEW STATE-OF-THE-ART EDUCATION CENTER. "GEORGE WASHINGTON: A REVOLUTIONARY LIFE," REFLECTS UPDATED SCHOLARSHIP ON GEORGE WASHINGTON AND THE 18TH-CENTURY WORLD HE LIVED IN AND IS SLATED TO OPEN IN JULY 2026, AS AMERICA CELEBRATES ITS 250TH ANNIVERSARY.OVER THE COURSE OF SIX WEEKS IN THE SUMMER OF 2024, WE WELCOMED 147 TEACHERS FROM 46 STATES TO MOUNT VERNON FOR OUR 25TH YEAR OF IN-PERSON PROFESSIONAL DEVELOPMENT EXPERIENCES. EACH WEEK OF PROGRAMMING IN 2024 PROVIDED EDUCATORS WITH OPPORTUNITIES TO EXCHANGE IDEAS WITH VISITING SCHOLARS AND WITH ONE ANOTHER, APPLYING THESE INSIGHTS TO THE CLASSROOM AND IMPACTING NEARLY 19,000 AMERICAN STUDENTS NATIONWIDE. ATTENDEES STAYED IN HISTORIC OLD TOWN ALEXANDRIA, VIRGINIA, AND ENGAGED WITH PARTNER HISTORY AND CIVICS INSTITUTIONS IN THE D.C. METRO AREA TO FOSTER PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES. OTHER TEACHER-SPECIFIC PROGRAMMING, RANGING FROM STEAM WORKSHOPS TO STATE AND NATIONAL EDUCATION CONFERENCE SESSIONS, ALLOWED MOUNT VERNON TO REACH MORE THAN 550 ADDITIONAL TEACHERS. OVER 5,000 STUDENTS BENEFITED FROM DIGITAL AND IN-PERSON PROGRAMS AT THE GEORGE WASHINGTON PRESIDENTIAL LIBRARY, INCLUDING ONSITE LEADERSHIP SIMULATION PROGRAMS. NEARLY 500 VISITORS ATTENDED MOUNT VERNON THROUGH OUR PARTNERSHIP WITH TICKETS FOR KIDS, A NONPROFIT ORGANIZATION THAT PROVIDES TICKET DONATIONS TO LOW-INCOME FAMILIES. WE ALSO CONTINUE OUR PARTICIPATION IN THE MUSEUMS FOR ALL INITIATIVE, SPONSORED BY THE INSTITUTE OF MUSEUM AND LIBRARY SERVICES, WHICH OFFERS SIGNIFICANTLY REDUCED ADMISSIONS TO THOSE RECEIVING FOOD ASSISTANCE. VISITORS TO MOUNT VERNON IN 2024 ENGAGED WITH A MULTITUDE OF DAILY PROGRAMS, INCLUDING DISCOVERY CARTS, EXPLORING GEORGE WASHINGTON'S ICONIC HOME; STORY TIME PROGRAMS; FAMILY DAY PROGRAMS THROUGHOUT THE YEAR; 18TH-CENTURY FOODWAYS DEMONSTRATIONS; AND HISTORIC TRADES DEMONSTRATIONS. A SERIES OF THEMED WEEKEND PROGRAMS, RUNNING FROM JULY THROUGH DECEMBER, OFFERED AN IN-DEPTH LOOK AT 18TH-CENTURY TOPICS, RANGING FROM HEALTHCARE TO TAVERN CULTURE, ANIMALS, AND HOLIDAY CELEBRATIONS. PARTNER ORGANIZATIONS, SUCH AS COLONIAL WILLIAMSBURG, THE NATIONAL MUSEUM OF THE AMERICAN REVOLUTION, AND THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, ADDED TO THE VISITOR EXPERIENCE WITH THEIR EXPERTISE AND PROGRAMMING.

    Expenses $27,929,171 · Grants $329,180 · Revenue $24,060,444

  • HISTORIC PRESERVATION AND COLLECTIONS: IN 2024, THE PRESERVATION TEAM CONTINUED ITS LANDMARK INITIATIVE TO PRESERVE GEORGE WASHINGTON'S HOME FOR GENERATIONS OF FUTURE VISITORS. PREPARATIONS FOR THIS MULTI-YEAR "MANSION REVITALIZATION" PROJECT INCLUDED THE EXPANSION OF THE UNDERGROUND BUNKER TO HOUSE IMPROVED MECHANICAL SYSTEMS; THE REMOVAL OF 1990S-ERA DUCTWORK; AND THE ASSESSMENT AND STABILIZATION OF THE CELLAR'S DRY WELL, A 1785 ARCHITECTURAL FEATURE. THE ARCHAEOLOGY TEAM EXCAVATED ALL ROOMS OF THE MANSION CELLAR, IN PREPARATION FOR INSTALLING NEW UNDERGROUND DUCTWORK; THEY ALSO CONDUCTED A FIELD SCHOOL AT THE SITE OF GEORGE WASHINGTON'S UNION FARM, IDENTIFYING LIKELY EVIDENCE OF TWO WELLS, GARDEN PLOTS, AND DOMESTIC STRUCTURES OF THE ENSLAVED COMMUNITY ON THIS OUTLYING FARM. THE ARCHITECTURE TEAM COMPLETED THE EXTERIOR RESTORATION OF THE MANSION'S EAST FRONT; REFRESHED ITS FIRST-FLOOR BEDCHAMBER; COMPLETED FRAMING AND ROOF REPAIRS OF THE MANSION'S NORTH COLONNADE AND FRAMING AND SIDING REPAIRS OF THE WASH HOUSE; AND CONSTRUCTED A POULTRY COOP. THE FINE AND DECORATIVE ARTS (FDA) TEAM COMPLETED THE ACQUISITION OF THE PETER PRESIDENTIAL COLLECTION, INCLUDING NEARLY 100 ORIGINAL WASHINGTON ITEMS, AND REINSTALLED THE MANSION'S LITTLE PARLOR AND THE WASH HOUSE, THE LATTER INTERPRETING WORK DONE BY ENSLAVED LAUNDRESSES DOLSHY AND VINA. THE FDA TEAM ALSO INSTALLED A NEW EXHIBIT OF WASHINGTON AND MOUNT VERNON COMMEMORATIVES IN THE WASHINGTON PRESIDENTIAL LIBRARY AND CONSERVED AND REHOUSED ADDITIONAL ORIGINAL WASHINGTON TEXTILES.

    Expenses $25,571,559

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Anne Neal Petri

    REGENT

    Total calculated
    $0
    Hours/week
    20

  • Susan Marshall Townsend

    SECRETARY

    Total calculated
    $0
    Hours/week
    20

  • Catherine Marlette Waddell

    TREASURER

    Total calculated
    $0
    Hours/week
    20

  • Sarah Seaman Alijani

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Mary Lang Bishop

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Ann Haunschild Bookout

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Maribeth Armstrong Borthwick

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Sarah Miller Coulson

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Carolyn Sherrill Fuller

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Elizabeth Medlin Hale

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Lucia Bosqui Henderson

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Adrian MacLean Jay

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Karen McCabe Kirby

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Virginia Dawson Lane

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Helen Herboth Laughery

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Elizabeth Rollins Mauran

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Cameron Kock Mayer

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Catherine Hamilton Mayton

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Susan Brewster McCarthy

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Ann Sherrill Pyne

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Laura Peebles Rutherford

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Ann Cady Scott

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Margaret Hartman Nichols

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Andrea Notman Sahin

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Hilary Carter West

    VICE REGENT

    Total calculated
    $0
    Hours/week
    10

  • Douglas Bradburn

    PRESIDENT/CEO

    Total calculated
    $599,127
    From this org
    $492,791
    From related orgs
    $0
    Other
    $106,336
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $481,300
    Bonus
    $0
    Other
    $11,491
    Deferred
    $36,849
    Nontaxable benefits
    $69,487
    Filer's total
    $599,127

  • Philip Manno

    CHIEF FINANCIAL OFFICER

    Total calculated
    $332,898
    From this org
    $287,673
    From related orgs
    $0
    Other
    $45,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,673
    Bonus
    $0
    Other
    $0
    Deferred
    $23,745
    Nontaxable benefits
    $21,480
    Filer's total
    $332,898

  • Patrick Spero

    EXECUTIVE DIRECTORS OFFICE WL

    Total calculated
    $183,307
    From this org
    $169,513
    From related orgs
    $0
    Other
    $13,794
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,513
    Bonus
    $0
    Other
    $0
    Deferred
    $3,462
    Nontaxable benefits
    $10,332
    Filer's total
    $183,307

  • Lindsay Chervinsky

    EXECUTIVE DIRECTORS OFFICE WL

    Total calculated
    $97,232
    From this org
    $95,192
    From related orgs
    $0
    Other
    $2,040
    Hours/week
    40

  • Joseph Bondi

    SR VP, DEVELOPMENT

    Total calculated
    $298,399
    From this org
    $276,108
    From related orgs
    $0
    Other
    $22,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,108
    Bonus
    $0
    Other
    $0
    Deferred
    $21,246
    Nontaxable benefits
    $1,045
    Filer's total
    $298,399

  • Susan Schoelwer

    EXEC DIR, HPC & SR CURATOR, RHS

    Total calculated
    $302,317
    From this org
    $263,342
    From related orgs
    $0
    Other
    $38,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,342
    Bonus
    $0
    Other
    $0
    Deferred
    $21,509
    Nontaxable benefits
    $17,466
    Filer's total
    $302,317

  • Karol Wickens

    VP, EDUCATION

    Total calculated
    $216,140
    From this org
    $192,067
    From related orgs
    $0
    Other
    $24,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,581
    Bonus
    $486
    Other
    $0
    Deferred
    $15,507
    Nontaxable benefits
    $8,566
    Filer's total
    $216,140

  • Joe Sliger

    VP, OPERATIONS

    Total calculated
    $225,011
    From this org
    $155,230
    From related orgs
    $0
    Other
    $69,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,230
    Bonus
    $0
    Other
    $0
    Deferred
    $12,728
    Nontaxable benefits
    $57,053
    Filer's total
    $225,011

  • Berend Oltmans

    DIRECTOR, IT

    Total calculated
    $213,095
    From this org
    $188,351
    From related orgs
    $0
    Other
    $24,744
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,051
    Bonus
    $0
    Other
    $1,300
    Deferred
    $15,509
    Nontaxable benefits
    $9,235
    Filer's total
    $213,095

  • Carolina Camargo

    SR DIRECTOR, DEVELOPMENT

    Total calculated
    $197,182
    From this org
    $168,490
    From related orgs
    $0
    Other
    $28,692
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,990
    Bonus
    $500
    Other
    $0
    Deferred
    $14,113
    Nontaxable benefits
    $14,579
    Filer's total
    $197,182

  • Amelia Turcotte

    SR DIRECTOR, DEVELOPMENT

    Total calculated
    $198,713
    From this org
    $167,748
    From related orgs
    $0
    Other
    $30,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,248
    Bonus
    $500
    Other
    $0
    Deferred
    $13,806
    Nontaxable benefits
    $17,159
    Filer's total
    $198,713

  • Kenneth Hill

    SR DIRECTOR, DEVELOPMENT

    Total calculated
    $190,287
    From this org
    $159,662
    From related orgs
    $0
    Other
    $30,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,162
    Bonus
    $500
    Other
    $0
    Deferred
    $13,466
    Nontaxable benefits
    $17,159
    Filer's total
    $190,287

  • Julie Almacy

    VP, MEDIA & COMMUNICATIONS

    Total calculated
    $187,272
    From this org
    $153,253
    From related orgs
    $0
    Other
    $34,019
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,253
    Bonus
    $0
    Other
    $0
    Deferred
    $13,062
    Nontaxable benefits
    $20,957
    Filer's total
    $187,272

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

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE PRESIDENT/CEO OF THE ASSOCIATION, AND THE VP OF OPERATIONS, ARE REQUIRED TO LIVE ON THE PREMISES AND ARE PROVIDED WITH HOUSING. THESE AMOUNTS ARE NOT REPORTED AS TAXABLE INCOME TO THE RECIPIENTS. THE PRESIDENT/CEO ALSO RECEIVES SOCIAL CLUB DUES REIMBURSEMENTS FROM THE ORGANIZATION, WHICH ARE REPORTED AS TAXABLE INCOME TO THE RECIPIENT.
PART I, LINE 7
ALTHOUGH THE MAJORITY OF BONUSES PAID FOR 2024 WERE FIXED PERFORMANCE BONUSES, THERE WAS A SMALLER NUMBER OF NON-FIXED, DISCRETIONARY BONUSES THAT WERE GIVEN OUT THROUGHOUT THE YEAR.

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

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202523149349301927

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.