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← SOCIETY OF THE CINCINNATI

Form 990 for tax year 2023

Filed by SOCIETY OF THE CINCINNATI.

Totals

Total revenue
$5,324,542
Total expenses
$4,308,119
Contributions and grants received
$2,113,992
Grants paid
$22,500
Program service revenue
$820,424
Investment income
$2,367,278
Other revenue
$22,848
Total assets, end of year
$33,096,696
Total liabilities, end of year
$1,056,627
Net assets or fund balances, end of year
$32,040,069
Program services expenses (Part IX)
$3,293,576
Management and general expenses
$596,233
Fundraising expenses
$418,310
Program service expenses (Part III)
$3,293,576

Program services were 76.5% 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

    $2,113,992

  • 1g · Noncash contributions included above

    $54,108

  • 2a · Program service revenue: EVENT REVENUE

    total $663,359 · related or exempt $663,359

  • 2b · Program service revenue: MEETING REVENUE

    total $157,065 · related or exempt $157,065

  • 3 · Investment income

    total $587,437 · excluded $587,437

  • 7a · Gross sales of assets other than inventory

    securities $26,384,902

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

    securities $24,605,061

  • 7c · Gain or loss

    securities $1,779,841

  • 7d · Net gain or loss

    total $1,779,841 · excluded $1,779,841

  • 10a · Gross sales of inventory

    $47,664

  • 10b · Cost of goods sold

    $24,816

  • 10c · Net income from sales of inventory

    total $22,848 · related or exempt $22,848

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $22,500 · program services $22,500

  • 5 · Compensation of officers, directors and key employees

    total $451,354 · program services $263,817 · management and general $104,262 · fundraising $83,275

  • 7 · Other salaries and wages

    total $1,382,470 · program services $1,216,084 · management and general $38,395 · fundraising $127,991

  • 8 · Pension plan contributions

    total $169,686 · program services $113,823 · management and general $44,899 · fundraising $10,964

  • 9 · Other employee benefits

    total $145,675 · program services $125,623 · management and general $6,733 · fundraising $13,319

  • 10 · Payroll taxes

    total $134,007 · program services $107,206 · management and general $12,112 · fundraising $14,689

  • 11c · Fees: accounting

    total $62,174 · management and general $62,174

  • 11f · Fees: investment management

    total $81,175 · management and general $81,175

  • 11g · Fees: other

    total $253,507 · program services $214,029 · management and general $17,414 · fundraising $22,064

  • 13 · Office expenses

    total $151,167 · program services $62,909 · management and general $79,639 · fundraising $8,619

  • 14 · Information technology

    total $112,756 · program services $90,205 · management and general $10,193 · fundraising $12,358

  • 16 · Occupancy

    total $227,387 · program services $194,862 · management and general $13,821 · fundraising $18,704

  • 17 · Travel

    total $82,003 · program services $65,603 · management and general $7,413 · fundraising $8,987

  • 19 · Conferences, conventions and meetings

    total $377,002 · program services $301,601 · management and general $34,081 · fundraising $41,320

  • 22 · Depreciation, depletion and amortization

    total $187,215 · program services $161,978 · management and general $10,578 · fundraising $14,659

  • 23 · Insurance

    total $87,624 · program services $70,100 · management and general $7,921 · fundraising $9,603

  • 24a · Other expenses: MISCELLANEOUS

    total $273,220 · program services $215,316 · management and general $26,179 · fundraising $31,725

  • 24b · Other expenses: COLLECTION ACQUISITIONS

    total $67,678 · program services $67,678

  • 24c · Other expenses: RETIREE'S EXPENSES

    total $39,217 · management and general $39,217

  • 24d · Other expenses: MEMBERSHIPS

    total $302 · program services $242 · management and general $27 · fundraising $33

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,014,996 · end of year $955,826

  • 2 · Savings and temporary cash investments

    beginning of year $220,388 · end of year $417,629

  • 3 · Pledges and grants receivable

    beginning of year $381,043 · end of year $177,852

  • 4 · Accounts receivable

    beginning of year $20,005 · end of year $1,385

  • 8 · Inventories for sale or use

    beginning of year $59,921 · end of year $62,054

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,911 · end of year $60,325

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

    $6,914,735

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

    $4,612,612

  • 10c · Land, buildings and equipment, net

    beginning of year $2,347,366 · end of year $2,302,123

  • 11 · Investments: publicly traded securities

    beginning of year $23,107,715 · end of year $16,977,921

  • 12 · Investments: other securities

    beginning of year $3,863,362 · end of year $12,141,581

  • 17 · Accounts payable and accrued expenses

    beginning of year $324,893 · end of year $314,276

  • 19 · Deferred revenue

    beginning of year $248,336 · end of year $368,541

  • 25 · Other liabilities

    beginning of year $332,200 · end of year $373,810

  • 27 · Net assets without donor restrictions

    beginning of year $15,042,207 · end of year $15,621,020

  • 28 · Net assets with donor restrictions

    beginning of year $15,097,071 · end of year $16,419,049

Mission and programs · 2023

Mission

THE SOCIETY OF THE CINCINNATI PROMOTES THE MEMORY AND THE IDEALS OF THE AMERICAN REVOLUTION AND THE MEN WHO LED THE AMERICAN AND FRENCH FORCES TO VICTORY IN THE REVOLUTIONARY WAR THROUGH MUSEUM, LIBRARY AND EDUCATIONAL PROGRAMS AT ANDERSON HOUSE, THE SOCIETY'S HEADQUARTERS.

  • HISTORIC PRESERVATION - THE SOCIETY RESTORES AND MAINTAINS ANDERSON HOUSE, WHICH WAS BUILT IN 1905 AND HAS BEEN DESIGNATED A NATIONAL HISTORIC LANDMARK BY THE SECRETARY OF THE INTERIOR. ANDERSON HOUSE IS A WASHINGTON, D.C., LANDMARK AS WELL, AND ONE OF THE BEST-PRESERVED HISTORIC MANSIONS ON EMBASSY ROW.

    Expenses $1,061,230

  • MUSEUM - THE SOCIETY OPERATES ANDERSON HOUSE AS A MUSEUM, OPEN TO THE PUBLIC YEAR-ROUND, SIX DAYS A WEEK. THE SOCIETY MAINTAINS AND CONTINUOUSLY ADDS TO ITS MUSEUM COLLECTIONS, WHICH CONSIST OF COLLECTIONS FOCUSING ON THE AMERICAN REVOLUTION, THE HISTORY OF THE SOCIETY, AND THE ANDERSON FAMILY AND ANDERSON HOUSE. THESE COLLECTIONS ARE ACCESSIBLE TO SCHOLARS FOR STUDY, ARE DISPLAYED AT ANDERSON HOUSE AND, THROUGH LOANS, AT OTHER INSTITUTIONS, AND ARE PRESENTED IN VARIOUS WAYS ON THE SOCIETY'S WEBSITES. THE SOCIETY MOUNTS A CONTINUOUS SERIES OF TEMPORARY MUSEUM EXHIBITIONS FOR THE PUBLIC AT ANDERSON HOUSE AND OFFERS VIRTUAL EXHIBITIONS ON ITS WEBSITES.

    Expenses $1,176,209

  • EDUCATION AND OTHER PROGRAMS: THE SOCIETY CONDUCTS A WIDE RANGE OF EDUCATIONAL AND OTHER PUBLIC PROGRAMS AT ANDERSON HOUSE AND OTHER VENUES, AS WELL AS ONLINE AT WWW.AMERICANREVOLUTIONINSTITUTE.ORG. THE SOCIETY ALSO PUBLISHES AND DISTRIBUTES EDUCATIONAL MATERIALS RELATED TO THESE THEMES IN PRINT AND ONLINE, INCLUDING BOOKS, EXHIBITION CATALOGS, LESSON PLANS, POSTERS, AND FACSIMILES OF PRIMARY SOURCES FROM THE LIBRARY AND MUSEUM COLLECTIONS. EIGHT SETS OF TRAVELING TRUNKS TELLING THE STORIES OF THE CONTINENTAL ARMY AND THE REVOLUTIONARY WAR AT SEA USING PRIMARY SOURCE-BASED LESSONS AND REPRODUCTION CLOTHING AND ARTIFACTS ARE CIRCULATED AT NO COST TO TEACHERS ACROSS THE COUNTRY. A SUITE OF DIGITAL RESOURCES FOR TEACHERS AND STUDENTS IS FEATURED UNDER THE CLASSROOM SECTION OF OUR WEBSITE, INCLUDING: A FULL LESSON PLAN SERIES COMPOSED BY INSTITUTE STAFF AND MASTER TEACHERS, CLASSROOM VIDEOS, AN ONLINE STRATEGY GAME, REVOLUTIONARY CHOICES (ALSO AVAILABLE AS AN APP FOR MOBILE DEVICES). IN THE PAST, THE SOCIETY HAS PUBLISHED BOOKS SUCH AS "WHY AMERICA IS FREE AND "AMERICA'S FIRST VETERANS." IN OCTOBER OF 2023, THE SOCIETY PUBLISHED A NEW BOOK ENTITLED "FREEDOM: THE ENDURING IMPORTANCE OF THE AMERICAN REVOLUTION." MUCH OF THE EXPENSE AND WORK FOR THIS LATEST BOOK WAS INCURRED DURING FISCAL YEAR 2023 OR PRIOR. THE SOCIETY ALSO UNDERTAKES ADDITIONAL INITIATIVES TO SUPPORT AND EXPAND EDUCATION FOR STUDENTS, TEACHERS, SCHOLARS, AND LIFELONG LEARNERS. THIS INCLUDES LIBRARY FELLOWSHIP PROGRAMS AND A TEACHERS ASSOCIATES PROGRAM THAT INVITES EDUCATORS TO BECOME ASSOCIATES OF THE AMERICAN REVOLUTION INSTITUTE.

    Expenses $569,639

  • LIBRARY - THE SOCIETY MAINTAINS A PROMINENT SPECIAL COLLECTIONS LIBRARY AT ANDERSON HOUSE, DEVOTED PRIMARILY TO THE AMERICAN REVOLUTION AND THE ART OF WAR IN THE ERA OF THE REVOLUTIONARY WAR. THE LIBRARY IS OPEN TO THE PUBLIC FIVE DAYS A WEEK. THE SOCIETY MAINTAINS AND CONTINUOUSLY ADDS TO ITS LIBRARY COLLECTIONS, CHIEFLY THROUGH THE PURCHASE OF MANUSCRIPTS AND PRINTED MATERIALS BOOKS, PAMPHLETS, BROADSIDES, MAPS AND PRINTS. THE SOCIETY HAS A GROWING SCHOLARLY CATALOG OF THESE WORKS.

    Expenses $486,498 · Grants $22,500

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Frank Keech Turner Jr

    PRESIDENT

    Total calculated
    $0
    Hours/week
    20

  • Joel Thomas Daves IV

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Francis Ellerbe Grimball

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • William Postell Raiford PhD

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • Cordell Lee Bragg III MD

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • John McConville Shannon

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    10

  • Stephen Benjamin Jeffries

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Paul Pillsbury PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Herbert Jaques Motley Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Francis Gorham Brigham III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frank Mauran IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Walter Gurnee Dyer Reed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christopher Mark Nichols

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Duane Roach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Douglas Sinclair Hamilton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Pfingst Carrell II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Christopher Harvey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Peter Kollock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Crosby Ward

    AUDIT COMMITTEE CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gregory John Sproat

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bryan Scott Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Keith Peoples

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ferdinand Henry Onnen III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Edward Crocker Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Campbell Farmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Calhoun Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Branch Craige Kluttz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Renz Raiford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Heyward Motte Hamilton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Edward Paul Gibson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Lowe Sheftall III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Mark Stephenson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Los Marquis De Colbert Cannet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jean-Franois Comte De Caffarelli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • George Wright Lennon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John M Allen-Petrie

    AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • Brian A Blake

    AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • German P Culver Jr

    AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • H Laurence Fritz Jr

    AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • F Anderson Morse

    EXECUTIVE DIRECTOR

    Total calculated
    $255,046
    From this org
    $225,650
    From related orgs
    $0
    Other
    $29,396
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,650
    Bonus
    $0
    Other
    $0
    Deferred
    $9,146
    Nontaxable benefits
    $20,250
    Filer's total
    $255,046

  • Susan Benjamin

    DIRECTOR OF FIN AND ADMIN

    Total calculated
    $191,895
    From this org
    $152,481
    From related orgs
    $0
    Other
    $39,414
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,481
    Bonus
    $0
    Other
    $0
    Deferred
    $19,264
    Nontaxable benefits
    $20,150
    Filer's total
    $191,895

  • Glenn Hennessey

    DIRECTOR OF MKT AND COMM

    Total calculated
    $151,281
    From this org
    $101,231
    From related orgs
    $0
    Other
    $50,050
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $101,231
    Bonus
    $0
    Other
    $0
    Deferred
    $30,000
    Nontaxable benefits
    $20,050
    Filer's total
    $151,281

  • Juan Mesa

    EVENTS MANAGER

    Total calculated
    $120,498
    From this org
    $104,498
    From related orgs
    $0
    Other
    $16,000
    Hours/week
    40

  • Emily Parsons

    DEPUTY DIRECTOR AND CURATOR

    Total calculated
    $116,047
    From this org
    $112,154
    From related orgs
    $0
    Other
    $3,893
    Hours/week
    40

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 · Compensation committee
  • 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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 January 2025
IRS schema version
2023v6.0
Source object
202510229349300921

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