Totals
- Total revenue
- $8,998,335
- Total expenses
- $7,387,122
- Contributions and grants received
- $8,312,043
- Grants paid
- $0
- Program service revenue
- $627,959
- Investment income
- -$75,924
- Other revenue
- $134,257
- Total assets, end of year
- $42,226,624
- Total liabilities, end of year
- $1,145,884
- Net assets or fund balances, end of year
- $41,080,740
- Program services expenses (Part IX)
- $6,112,173
- Management and general expenses
- $782,724
- Fundraising expenses
- $492,225
- Program service expenses (Part III)
- $6,112,173
Program services were 82.7% 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
$242,766
-
1d · Related organizations
$7,411,243
-
1f · All other contributions, gifts and grants
$658,034
-
1g · Noncash contributions included above
$51,581
-
2a · Program service revenue: ADMISSIONS
total $241,426 · related or exempt $241,426
-
2b · Program service revenue: GIFT SHOP SALES
total $188,131 · excluded $188,131
-
2c · Program service revenue: PUBLIC EVENTS
total $100,045 · related or exempt $100,045
-
2d · Program service revenue: EDUCATIONAL PROGRAMS
total $51,984 · related or exempt $51,984
-
2e · Program service revenue: PLANT SALES
total $46,373 · excluded $46,373
-
3 · Investment income
total $163,265 · excluded $163,265
-
6a · Gross rents
real property $88,229
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $88,229
-
6d · Net rental income or loss
total $88,229 · excluded $88,229
-
7a · Gross sales of assets other than inventory
securities $1,353,061
-
7b · Less cost or other basis and sales expenses
securities $1,590,245 · other assets $2,005
-
7c · Gain or loss
securities -$237,184 · other assets -$2,005
-
7d · Net gain or loss
total -$239,189 · excluded -$239,189
-
11a · Other revenue: MISCELLANEOUS INCOME
total $46,028 · excluded $46,028
-
11e · Other revenue, total
$46,028
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $323,638 · program services $111,712 · management and general $167,241 · fundraising $44,685
-
7 · Other salaries and wages
total $2,057,697 · program services $1,844,362 · management and general $98,058 · fundraising $115,277
-
8 · Pension plan contributions
total $90,238 · program services $71,651 · management and general $11,062 · fundraising $7,525
-
9 · Other employee benefits
total $149,992 · program services $130,620 · management and general $14,852 · fundraising $4,520
-
10 · Payroll taxes
total $175,016 · program services $145,941 · management and general $17,739 · fundraising $11,336
-
11b · Fees: legal
total $3,118 · management and general $3,118
-
11c · Fees: accounting
total $27,940 · management and general $27,940
-
11f · Fees: investment management
total $57,742 · management and general $57,742
-
11g · Fees: other
total $161,081 · program services $104,770 · management and general $40,129 · fundraising $16,182
-
12 · Advertising and promotion
total $152,897 · program services $145,926 · management and general $6,971
-
13 · Office expenses
total $51,984 · program services $31,008 · management and general $15,787 · fundraising $5,189
-
16 · Occupancy
total $220,474 · program services $209,854 · management and general $6,378 · fundraising $4,242
-
17 · Travel
total $15,901 · program services $8,745 · management and general $3,426 · fundraising $3,730
-
20 · Interest
total $2,720 · management and general $2,720
-
22 · Depreciation, depletion and amortization
total $1,767,415 · program services $1,463,239 · management and general $181,217 · fundraising $122,959
-
23 · Insurance
total $119,061 · program services $91,551 · management and general $19,374 · fundraising $8,136
-
24a · Other expenses: ACQUISITION EXPENSE
total $518,000 · program services $518,000
-
24b · Other expenses: COLLECTION, CARE, CONSE
total $282,135 · program services $282,135
-
24c · Other expenses: SECURITY
total $190,896 · program services $181,384 · management and general $5,708 · fundraising $3,804
-
24d · Other expenses: GROUNDS MAINTENANCE
total $178,788 · program services $171,693 · management and general $4,257 · fundraising $2,838
-
24e · All other expenses
total $840,389 · program services $599,582 · management and general $99,005 · fundraising $141,802
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $1,190,435
-
3 · Pledges and grants receivable
beginning of year $922,683 · end of year $2,812,700
-
4 · Accounts receivable
beginning of year $583 · end of year $128
-
8 · Inventories for sale or use
beginning of year $10,469 · end of year $8,705
-
9 · Prepaid expenses and deferred charges
beginning of year $315,256 · end of year $347,147
-
10a · Land, buildings and equipment: cost or other basis
$44,579,607
-
10b · Land, buildings and equipment: accumulated depreciation
$16,801,924
-
10c · Land, buildings and equipment, net
beginning of year $27,854,691 · end of year $27,777,683
-
11 · Investments: publicly traded securities
beginning of year $8,789,441 · end of year $10,020,513
-
15 · Other assets
beginning of year $92,417 · end of year $69,313
-
17 · Accounts payable and accrued expenses
beginning of year $317,840 · end of year $997,470
-
19 · Deferred revenue
beginning of year $76,416 · end of year $147,845
-
23 · Secured mortgages and notes payable
beginning of year $7,970 · end of year $569
-
25 · Other liabilities
beginning of year $16,936 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $28,528,427 · end of year $27,071,451
-
28 · Net assets with donor restrictions
beginning of year $9,037,951 · end of year $14,009,289
Mission and programs · 2022
Mission
THE MISSION OF THE MUSEUM OF THE SHENANDOAH VALLEY (MSV) IS TO PRESERVE AND ENRICH THE CULTURAL LIFE AND HERITAGE OF THE VALLEY. A CULTURAL SITE THAT SERVES THE ENTIRE REGION, THE MSV FULFILLS ITS MISSION BY PRESENTING A WIDE VARIETY OF EXHIBITIONS, OFFERING AN EXTENSIVE SCHEDULE OF EDUCATIONAL AND COMMUNITY PROGRAMMING, OPERATING A 90-ACRE ART PARK ON ITS LANDSCAPE, PRESERVING THE LARGEST GREEN SPACE AND ONLY WORKING FARM IN THE CITY OF WINCHESTER, AND ACTIVELY BUILDING AND CARING FOR A COLLECTION OF OBJECTS WHICH TELL THE VALLEY'S STORY, INCLUDING THE GLEN BURNIE HOUSE AND SURROUNDING SEVEN-ACRE GARDENS, AND ROSE HILL FARM PARK, A PUBLIC PARK AND CIVIL WAR BATTLEFIELD SITE. THE MSV CELEBRATES THE VALLEY'S PAST, SERVES AS A VIBRANT CULTURAL CENTER IN THE PRESENT, AND UTILIZES ITS ENTIRE CAMPUS FOR EDUCATIONAL AND PUBLIC PROGRAMMING INCLUDING GARDEN SPACES, GALLERIES, CLASSROOMS, A MAKERSPACE STUDIO, AND THE TRAILS AT THE MSV, WHICH CONNECT THE MSV CAMPUS TO THE COMMUNITY.
Activities or mission (Part I)
DEDICATED TO PRESERVING AND ENRICHING THE CULTURAL LIFE AND HERITAGE OF THE SHENANDOAH VALLEY.
-
EDUCATIONAL, COMMUNITY AND PUBLIC PROGRAMS THE MSV UTILIZES ITS ENTIRE CAMPUS FOR EDUCATIONAL AND PUBLIC PROGRAMMING INCLUDING GARDEN SPACES, GALLERIES, CLASSROOMS, A MAKERSPACE STUDIO, AND THE TRAILS AT THE MSV. ROSE HILL PARK ALSO PROVIDES SPACE FOR EDUCATIONAL AND PUBLIC PROGRAMS.IN FY 2023, THE MSV OFFERED 364 EDUCATIONAL AND COMMUNITY PROGRAMS THAT SERVED 29,615 PEOPLE OF ALL AGES. THE MSV OFFERED 325 YOUTH, FAMILY, AND ADULT EDUCATIONAL PROGRAMS ATTENDED BY 10,252 PEOPLE. FOR YOUTH, NEW PROGRAMS INCLUDED SUMMER WORKSHOPS AND AN INTERNATIONAL ART PROGRAM IN COLLABORATION WITH STUDENTS IN CUBA. FOR ADULTS, 104 MSV PROGRAMS SERVED 1,639 PEOPLE. NEW FAMILY PROGRAMS INCLUDED THE SENSORY-FRIENDLY ACCESS MSV AND MAKERSPACE DROP-IN WORKSHOPS. MANY PROGRAMS INCORPORATED THE TRAILS AT THE MSV AND INCLUDED JR. TRAILBLAZERS, YOGA ON THE TRAILS, AND VARIOUS GUIDED TRAIL WALKS. CONTINUING ADULT PROGRAMS INCLUDED VIRTUAL TALKS, GALLERY TALKS, POTTERY WORKSHOPS IN THE MAKERSPACE STUDIO, GUIDED GARDEN TALKS, CURATOR-LED TALKS, AND A VARIETY OF HANDS-ON WORKSHOPS. MSV SCHOOL PROGRAMMING ENGAGED 6,133 STUDENTS OF ALL AGES. THE MSV PROVIDED RENT-FREE USE OF CAMPUS PROPERTY TO A LOCAL PRESERVATION GROUP, A REGIONAL ARTS COUNCIL, AND A NONPROFIT ARTS FOUNDATION. THANKS TO CORPORATE UNDERWRITING, 9,481 PEOPLE - EXCLUSIVE OF MSV MEMBERS RECEIVED FREE GENERAL ADMISSION TO THE MSV GALLERIES AND GARDENS, AND 4,035 PEOPLE ENJOYED FREE-ADMISSION COMMUNITY PROGRAMS AT THE MSV.THE MUSEUM SERVES VALLEY ARTISTS THROUGH A CONSIGNMENT PROGRAM IN ITS MUSEUM STORE AND OFFERS SPECIALTY ITEMS AND BOOKS COMPLEMENTING MSV EXHIBITIONS, AND EDUCATIONAL PROGRAMS.
Expenses $2,431,731 · Revenue $152,029
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $1,851,480
-
OUR EXHIBITIONS THE MSV CONTAINS FOUR GALLERY SPACES HOUSED ON THE SECOND LEVEL OF THE MAIN MUSEUM BUILDING. IN THE SHENANDOAH VALLEY GALLERY, OBJECTS, MULTI-MEDIA PRESENTATIONS, AND EXHIBITS EXPLORE THE SWEEP OF VALLEY HISTORY, AND TWO ADDITIONAL ROOMS DISPLAY CHANGING EXHIBITIONS HIGHLIGHTING THE VALLEY'S DECORATIVE ARTS AND WORKS BY CONTEMPORARY VALLEY ARTISTS. THE FOUNDERS GALLERY PRESENTS ROTATING EXHIBITIONS FEATURING OBJECTS FROM THE COLLECTION OF EUROPEAN AND AMERICAN FINE AND DECORATIVE ARTS ASSEMBLED BY MSV BENEFACTOR JULIAN WOOD GLASS JR. THE R. LEE TAYLOR MINIATURES GALLERY IS HOME TO A FASCINATING COLLECTION OF FURNISHED HOUSES AND ROOMS ASSEMBLED BY R. LEE TAYLOR, GLASS'S PARTNER AND THE MUSEUM'S LATE CURATOR OF GARDENS. THE MINIATURES GALLERY ALSO PRESENTS SHADOWBOXES CREATED BY VALLEY MINIATURES ARTIST WILLIAM P. MASSEY (ACTIVE 1930S TO 1940S).THE CHANGING EXHIBITIONS GALLERY, FOUNDERS GALLERY, AND SHENANDOAH VALLEY GALLERY DISPLAY CONTINUALLY CHANGING EXHIBITIONS THROUGHOUT THE YEAR. IN ADDITION, AN EXHIBITION IS PRESENTED ANNUALLY IN THE DRAWING ROOM OF THE MSV GLEN BURNIE HOUSE. THE MSV ORGANIZES CHANGING EXHIBITIONS AND BRINGS TRAVELING EXHIBITIONS TO THE REGION WITH THE GOAL OF SERVING DIVERSE AUDIENCES. IN FY 2023, THE MSV PRESENTED TEN SEPARATE EXHIBITIONS DANNY LYON: MEMORIES OF THE SOUTHERN CIVIL RIGHTS MOVEMENT (APRIL 2 - JULY 31, 2022), DESTINATION LATIN AMERICA (SEPTEMBER 3, 2022 - JANUARY 8, 2023), ACROSS THE POND: AMERICAN & BRITISH ART FROM THE JULIAN WOOD GLASS JR. COLLECTION (OPENED NOVEMBER 11, 2022, AND ONGOING), WITH LYRIC BRUSH: JOHN CHUMLEY'S VALLEY (FEBRUARY 25 - AUGUST 6, 2023). TWO OUTDOOR EXHIBITIONS WERE PRESENTED IN THE GARDENS: ORIGAMI IN THE GARDEN (MAY 28 - NOVEMBER 13, 2022) AND SEAN KENNEY'S NATURE CONNECTS MADE WITH LEGO BRICKS (MAY 27 - SEPTEMBER 4, 2023).ALONG WITH MAJOR ROTATING EXHIBITIONS, THE MSV CONTINUED THE DISPLAY OF ITS COLLECTION OF TWENTIETH- AND TWENTY-FIRST-CENTURY ART IN THE VITAL FORCE EXHIBITION (CLOSED SEPTEMBER 30, 2022); PRESENTED SHENANDOAH VALLEY DECORATIVE ARTS IN THE COLLECT, PRESERVE, INTERPRET EXHIBITION (ONGOING); AND DETAILED THE INFLUENCE AND ACCOMPLISHMENTS OF AFRICAN AMERICANS IN THE REGION WITH THE EXHIBITION CONTRIBUTIONS: AFRICAN AMERICANS IN THE SHENANDOAH VALLEY (ONGOING). IN THE SHENANDOAH VALLEY GALLERY, THE DIGITAL EXHIBITION WILD, WONDERFUL, AND BRAVE: FIGHTING THE PANDEMIC IN THE EASTERN PANHANDLE (DISPLAYED JUNE 25, 2022 - JUNE 25, 2023) TOLD THE STORY OF MEDICAL COMMUNITY DURING THE COVID-19 PANDEMIC. IN THE GLEN BURNIE HOUSE DRAWING ROOM, EXHIBITIONS PRESENTED INCLUDED AN INDOOR DISPLAY RELATED TO ORIGAMI IN THE GARDEN (MAY 28 - NOVEMBER 13, 2022) AND TINY RIDGE: MINIATURE PHOTOGRAPHY BY SARAH JONES DECKER (APRIL 1 - DECEMBER 31, 2023). ADDITIONALLY, THE WORK OF NUMEROUS SHENANDOAH VALLEY ARTISTS WAS DISPLAYED THROUGH FOUR ART IN THE HALLS INSTALLATIONS IN FY 2023.
Expenses $1,828,962 · Revenue $241,426
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Allan G Paterson JrALLAN G PATERSON JR
FOUNDATION CO-OPERATING TR
- Total calculated
- $109,200
- From this org
- $0
- From related orgs
- $109,200
- Other
- $0
- Hours/week
- 1 + 20 related
-
David Ho RothDAVID HO ROTH
FOUNDATION CO-OPERATING TRUSTEE
- Total calculated
- $70,966
- From this org
- $0
- From related orgs
- $70,966
- Other
- $0
- Hours/week
- 1 + 20 related
-
Jeff W Coker PhDJEFF W COKER PHD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
The Honorable Ronald L NapierTHE HONORABLE RONALD L NAPIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John B Adams JrJOHN B ADAMS JR
FOUNDATION TRUSTEE
- Total calculated
- $67,200
- From this org
- $0
- From related orgs
- $67,200
- Other
- $0
- Hours/week
- 1 + 10 related
-
Mary FetterMARY FETTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rupert W WernerRUPERT W WERNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wilborn M RobersonWILBORN M ROBERSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Todd BrockwellTODD BROCKWELL
FOUNDATION TRUSTEE
- Total calculated
- $67,200
- From this org
- $0
- From related orgs
- $67,200
- Other
- $0
- Hours/week
- 1 + 10 related
-
Ilona BenhamILONA BENHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gina S ByrdGINA S BYRD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James AngeloJAMES ANGELO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Candace DavenportCANDACE DAVENPORT
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer B BakerJENNIFER B BAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tamara BjellandTAMARA BJELLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
W Michael PerryW MICHAEL PERRY
SECOND VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Grady W Philips IIIGRADY W PHILIPS III
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Rieman RoystonRIEMAN ROYSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gerald F Smith JrGERALD F SMITH JR
FOUNDATION TRUSTEE
- Total calculated
- $67,200
- From this org
- $0
- From related orgs
- $67,200
- Other
- $0
- Hours/week
- 1 + 10 related
-
Susan BrooksSUSAN BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shannon GemmaSHANNON GEMMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katharine HarvardKATHARINE HARVARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris MitchellCHRIS MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly BurkeKIMBERLY BURKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
W Blakely CurtisW BLAKELY CURTIS
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Dana Hand EvansDANA HAND EVANS
CEO AND DIRECTOR
- Total calculated
- $225,554
- From this org
- $190,890
- From related orgs
- $0
- Other
- $34,664
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,890
- Bonus
- $0
- Other
- $0
- Deferred
- $10,741
- Nontaxable benefits
- $23,923
- Filer's total
- $225,554
-
Tamara B CooperTAMARA B COOPER
DIRECTOR OF FINANCE
- Total calculated
- $109,178
- From this org
- $98,408
- From related orgs
- $0
- Other
- $10,770
- Hours/week
- 40
-
Laura WileyLAURA WILEY
DIRECTOR OF COMMUNITY ENGAGEMENT
- Total calculated
- $113,623
- From this org
- $108,212
- From related orgs
- $0
- Other
- $5,411
- Hours/week
- 40
-
Sherry HudsonSHERRY HUDSON
SENIOR DIRECTOR, INSTITUTIONAL ADVANCEMENT
- Total calculated
- $119,956
- From this org
- $106,476
- From related orgs
- $0
- Other
- $13,480
- Hours/week
- 40
-
Charles MathewesCHARLES MATHEWES
DIRECTOR OF GARDENS
- Total calculated
- $120,939
- From this org
- $112,893
- From related orgs
- $0
- Other
- $8,046
- Hours/week
- 40
-
Nancy HuthNANCY HUTH
DIRECTOR OF ARTS AND EDUCATION
- Total calculated
- $121,614
- From this org
- $100,351
- From related orgs
- $0
- Other
- $21,263
- Hours/week
- 40
-
Julie ArmelJULIE ARMEL
PUBLIC RELATIONS/MARKETING COORDINATOR
- Total calculated
- $121,036
- From this org
- $106,178
- From related orgs
- $0
- Other
- $14,858
- 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
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE GLASS-GLEN BURNIE FOUNDATION
501(C)(3) · RESTORATION AND MAINTENANCE OF HISTORIC PROPERTIES IN WINCHESTER, VA · OK
Directly controlled by NONE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 4 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400969349301300
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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