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Nonprofiteer
← ROSIE THE RIVETER TR

Form 990 for tax year 2023

Filed by ROSIE THE RIVETER TR.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 23 June 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$883,802 changed to $873,835
Total expenses
$1,137,073 changed to $1,128,941
Contributions and grants received
$398,765 changed to $694,196
Grants paid
$143,832 changed to $103,939
Other revenue
$260,837 changed to -$44,561
Total assets, end of year
$6,625,993 changed to $6,636,142
Total liabilities, end of year
$179,416 changed to $209,560
Net assets or fund balances, end of year
$6,446,577 changed to $6,426,582
Program services expenses
$891,046 changed to $514,488
Management and general expenses
$183,426 changed to $611,089
Fundraising expenses
$62,601 changed to $3,364
Program service expenses (Part III)
$891,046 changed to $514,488

Totals

Total revenue
$883,802
Total expenses
$1,137,073
Contributions and grants received
$398,765
Grants paid
$143,832
Program service revenue
$208,144
Investment income
$16,056
Other revenue
$260,837
Total assets, end of year
$6,625,993
Total liabilities, end of year
$179,416
Net assets or fund balances, end of year
$6,446,577
Program services expenses (Part IX)
$891,046
Management and general expenses
$183,426
Fundraising expenses
$62,601
Program service expenses (Part III)
$891,046

Program services were 78.4% 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.

  • 1e · Government grants (contributions)

    $195,000

  • 1f · All other contributions, gifts and grants

    $203,765

  • 2a · Program service revenue: RENTAL INCOME

    total $208,144 · related or exempt $208,144

  • 3 · Investment income

    total $16,056 · excluded $16,056

  • 8a · Fundraising events: gross income

    $308,177

  • 8b · Fundraising events: direct expenses

    $136,709

  • 8c · Net income from fundraising events

    total $171,468 · excluded $171,468

  • 10a · Gross sales of inventory

    $153,604

  • 10b · Cost of goods sold

    $65,732

  • 10c · Net income from sales of inventory

    total $87,872 · excluded $87,872

  • 11a · Other revenue: OTHER REVENUE

    total $1,497 · excluded $1,497

  • 11e · Other revenue, total

    $1,497

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $143,832 · program services $143,832

  • 5 · Compensation of officers, directors and key employees

    total $170,432 · program services $170,432

  • 7 · Other salaries and wages

    total $186,521 · program services $73,211 · management and general $61,309 · fundraising $52,001

  • 9 · Other employee benefits

    total $19,188 · program services $14,007 · management and general $2,303 · fundraising $2,878

  • 10 · Payroll taxes

    total $28,941 · program services $21,127 · management and general $3,473 · fundraising $4,341

  • 11b · Fees: legal

    total $18,627 · program services $18,627

  • 11c · Fees: accounting

    total $35,953 · program services $35,953

  • 11g · Fees: other

    total $62,741 · program services $21,712 · management and general $40,005 · fundraising $1,024

  • 13 · Office expenses

    total $56,111 · program services $8,947 · management and general $44,952 · fundraising $2,212

  • 16 · Occupancy

    total $65,274 · program services $65,274

  • 17 · Travel

    total $1,783 · program services $25 · management and general $1,758

  • 19 · Conferences, conventions and meetings

    total $13,274 · program services $123 · management and general $13,006 · fundraising $145

  • 20 · Interest

    total $4,039 · program services $1,125 · management and general $2,914

  • 22 · Depreciation, depletion and amortization

    total $235,772 · program services $235,772

  • 23 · Insurance

    total $18,078 · program services $8,831 · management and general $9,247

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $58,457 · program services $58,457

  • 24b · Other expenses: TAXES, LICENSES, AND FE

    total $14,426 · program services $13,591 · management and general $835

  • 24c · Other expenses: STAFF/BOARD DEVELOPMENT

    total $3,624 · management and general $3,624

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $308,767 · end of year $75,342

  • 2 · Savings and temporary cash investments

    beginning of year $167,107 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $139,150 · end of year $139,340

  • 4 · Accounts receivable

    beginning of year $3,331 · end of year $281,950

  • 8 · Inventories for sale or use

    beginning of year $22,407 · end of year $35,899

  • 9 · Prepaid expenses and deferred charges

    beginning of year $292 · end of year $1,115

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

    $8,871,342

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

    $2,995,833

  • 10c · Land, buildings and equipment, net

    beginning of year $6,111,282 · end of year $5,875,509

  • 11 · Investments: publicly traded securities

    beginning of year $112,784 · end of year $228,107

  • 12 · Investments: other securities

    end of year -$11,269

  • 15 · Other assets

    beginning of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,667 · end of year $11,091

  • 19 · Deferred revenue

    beginning of year $10,393 · end of year $35,000

  • 23 · Secured mortgages and notes payable

    beginning of year $149,372 · end of year $144,595

  • 25 · Other liabilities

    beginning of year $11,000 · end of year -$11,270

  • 27 · Net assets without donor restrictions

    beginning of year $6,245,036 · end of year $6,622,862

  • 28 · Net assets with donor restrictions

    beginning of year $436,652 · end of year -$176,285

Mission and programs · 2023

Mission

ROSIE THE RIVETER TRUST CELEBRATES THE STORIES OF SACRIFICE, OPPORTUNITY, AND PROFOUND SOCIAL CHANGE THAT TOOK PLACE IN AMERICA DURING WORLD WAR II. THE TRUST IS THE NONPROFIT PARTNER OF ROSIE THE RIVETER/WORLD WAR II HOME FRONT NATIONAL HISTORICAL PARK. ROSIE THE RIVETER TRUST HONORS THE STRONG WORK ETHIC OF PEOPLE FROM ALL BACKGROUNDS WHO WORKED ON THE HOME FRONT. THROUGH HISTORIC PRESERVATION AND EDUCATIONAL PROGRAMMING, WE INSPIRE PEOPLE TO LEARN FROM HISTORY AND APPLY THOSE LESSONS IN TODAY'S WORLD.

Activities or mission (Part I)

ROSIE THE RIVETER TRUST IS THE OFFICIAL PHILANTHROPHIC PARTNER OF THE NATIONAL HISTORICAL PARK.

  • MARITIME CHILD DEVELOPMENT CENTER - THE CENTER OPENED IN 1943 TO CARE FOR THE CHILDREN WHOSE PARENTS WORKED AT THE NEARBY KAISER SHIPYARDS. THE ORGANIZATION COMPLETELY RESTORED AND REOPENED IT AS A MULTI-USE BUILDING IN 2011 (A RICHMOND REVITALIZATION EFFORT). TODAY THE MARITIME HOUSES A SMALL EXHIBIT BY THE NATIONAL PARK SERVICE OF A WARTIME PRESCHOOL CLASSROOM, THE ORGANIZATION'S OFFICE AND RICHMOND CHARTER PREP PRESCHOOL AND ELEMENTARY SCHOOL. IN 1999, THE ORGANIZATION WAS CREATED THE HELP ESTABLISH THE ROSIE THE RIVETER/WORLD WAR II HOME FRONT NATIONAL HISTORICAL PARK IN 2000 WITH THE GOAL TO PRESERVE PARK SITES ACROSS RICHMOND INCLUDING THE OPENING OF THE PARK VISITOR EDUCATION CENTER LOCATED IN THE OIL HOUSE OF THE FORD BUILDING COMPLEX.

    Expenses $466,381 · Revenue $208,144

  • PUBLIC EDUCATION - THE ORGANIZATION PRESERVES PARK SITES ACROSS RICHMOND, LIKE THE MARITIME CHILD DEVELOPMENT CENTER AND VISITOR CENTER, WHICH ARE KEY COMPONENTS OF THE ORGANIZATION'S MISSION AND PROGRAM FOR PUBLIC EDUCATION TO TEACH THOSE WITHIN THE RICHMOND COMMUNITY AND BEYOND ABOUT THE RICH AND IMPORTANT HISTORY OF THE ROSIES AND THE WWII HOME FRONT. HISTORY IS SHARED ON SITE AT THESE LOCATIONS VIA COLLECTIONS AND MEMORABILIA, TEXT, IMAGES, FILM. OTHER PROJECTS LIKE THE BETTY SOSKIN FILM PROJECT UTILIZE DOCUMENTARIES TO PASS ON THE HISTORY IN A PERSONAL AND POWERFUL WAY IN A FORMAT AVAILABLE FOR DISTRIBUTION TO CLASSROOMS AND ONLINE ACROSS THE COUNTRY.

    Expenses $195,482 · Grants $143,832 · Revenue $308,177

  • ROSIE'S SERVICE CORPS - THE ORGANIZATION USES "ROSIE" HISTORY TO COMMUNICATE AND EXEMPLIFY COLLABORATION AND THE VALUE OF STRENGTH FOUND IN SERVING OTHERS. THE PROGRAM'S FOCUS IS CAREER PREPAREDNESS EDUCATING ON CAREER OPPORTUNITIES, GOAL SETTING, FINANCIAL LITERACY AMONG OTHER SKILLS. YOUTH HAVE OPPORTUNITIES TO ATTEND OUTDOOR ACTIVITIES, TRADES TRAINING, AND CAREER EDUCATION, TO BUILD SELF-CONFIDENCE AND SELF-AWARENESS FOR OPENING UP LIFE'S HORIZONS.

    Expenses $133,976

  • ROSIE THE RIVETER TRUST SEEKS GRANTS TO SUPPORT HISTORIC PRESERVATION OF NATIONAL PARK SITES, THE SHARING OF HOME FRONT STORIES THAT INCLUDE THE LEGACY OF ROSIE THE RIVETERS AND YOUTH PROGRAMMING AIMED AT INSPIRING STUDENTS TO BE LEADERS AND SUPPORT COMMUNITY WELLBEING.

    Expenses $95,207

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

Listed in Part VII

  • Letitia Moore

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Kyle Wichelmann

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Michelle Fadelli

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Warren Harber

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Jane Bartke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Tom Butt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Diane Hedler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Scott Tandy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mark Cameron

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ebony Lewis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Nicholas Targ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sarah Pritchard

    EXECUTIVE DIRECTOR

    Total calculated
    $170,432
    From this org
    $170,432
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,432
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $170,432

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

None.

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 November 2024
IRS schema version
2023v5.1
Source object
202423209349321257

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