Totals
- Total revenue
- $32,698,089
- Total expenses
- $19,273,792
- Contributions and grants received
- $35,947,292
- Grants paid
- $1,312,312
- Program service revenue
- $94,459
- Investment income
- -$4,677,036
- Other revenue
- $1,333,374
- Total assets, end of year
- $214,046,242
- Total liabilities, end of year
- $6,007,687
- Net assets or fund balances, end of year
- $208,038,555
- Program services expenses (Part IX)
- $15,942,049
- Management and general expenses
- $1,399,790
- Fundraising expenses
- $1,931,953
- Program service expenses (Part III)
- $15,942,049
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
$3,830,484
-
1e · Government grants (contributions)
$9,669,347
-
1f · All other contributions, gifts and grants
$22,447,461
-
1g · Noncash contributions included above
$4,064,634
-
2a · Program service revenue: Conference revenue
total $94,459 · related or exempt $94,459
-
3 · Investment income
total $113,673 · excluded $113,673
-
5 · Royalties
total $1,035,079 · excluded $1,035,079
-
6a · Gross rents
real property $480,500
-
6b · Less rental expenses
real property $381,814
-
6c · Rental income or loss
real property $98,686
-
6d · Net rental income or loss
total $98,686 · excluded $98,686
-
7a · Gross sales of assets other than inventory
securities $4,502,547 · other assets $2,129,052
-
7b · Less cost or other basis and sales expenses
securities $4,541,147 · other assets $6,881,161
-
7c · Gain or loss
securities -$38,600 · other assets -$4,752,109
-
7d · Net gain or loss
total -$4,790,709 · excluded -$4,790,709
-
10a · Gross sales of inventory
$20,402
-
10b · Cost of goods sold
$18,077
-
10c · Net income from sales of inventory
total $2,325 · related or exempt $2,325
-
11a · Other revenue: Other Income
total $197,284 · related or exempt $197,284
-
11e · Other revenue, total
$197,284
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,312,312 · program services $1,312,312
-
5 · Compensation of officers, directors and key employees
total $692,568 · program services $481,800 · management and general $106,848 · fundraising $103,920
-
7 · Other salaries and wages
total $3,887,313 · program services $2,704,295 · management and general $599,727 · fundraising $583,291
-
8 · Pension plan contributions
total $174,361 · program services $121,299 · management and general $26,899 · fundraising $26,163
-
9 · Other employee benefits
total $739,027 · program services $514,121 · management and general $114,016 · fundraising $110,890
-
10 · Payroll taxes
total $310,173 · program services $215,779 · management and general $47,853 · fundraising $46,541
-
11b · Fees: legal
total $231,499 · program services $205,573 · management and general $25,926
-
11c · Fees: accounting
total $67,463 · management and general $67,463
-
11d · Fees: lobbying
total $275,145 · program services $275,145
-
11e · Fees: professional fundraising services
total $404,025 · fundraising $404,025
-
11g · Fees: other
total $2,968,446 · program services $2,889,558 · management and general $52,606 · fundraising $26,282
-
12 · Advertising and promotion
total $241,853 · program services $211,831 · management and general $4,727 · fundraising $25,295
-
13 · Office expenses
total $2,721,523 · program services $2,204,007 · management and general $71,450 · fundraising $446,066
-
14 · Information technology
total $129,997 · program services $129,997
-
16 · Occupancy
total $919,167 · program services $823,489 · management and general $34,508 · fundraising $61,170
-
17 · Travel
total $454,999 · program services $407,738 · management and general $47,261
-
19 · Conferences, conventions and meetings
total $727,763 · program services $579,428 · management and general $148,335
-
20 · Interest
total $129,169 · program services $129,169
-
22 · Depreciation, depletion and amortization
total $784,409 · program services $739,239 · management and general $22,586 · fundraising $22,584
-
23 · Insurance
total $152,404 · program services $124,865 · management and general $3,873 · fundraising $23,666
-
24a · Other expenses: Donated Land
total $1,213,719 · program services $1,213,719
-
24b · Other expenses: Membership Fulfillment
total $322,445 · program services $247,834 · management and general $22,551 · fundraising $52,060
-
24c · Other expenses: Direct Mail Processing
total $226,703 · program services $225,121 · management and general $1,582
-
24d · Other expenses: Educational programs
total $102,622 · program services $102,089 · management and general $533
-
24e · All other expenses
total $84,687 · program services $83,641 · management and general $1,046
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,380,415 · end of year $8,236,247
-
2 · Savings and temporary cash investments
beginning of year $12,040,643 · end of year $8,574,588
-
3 · Pledges and grants receivable
end of year $399,334
-
4 · Accounts receivable
beginning of year $225,823 · end of year $515,379
-
8 · Inventories for sale or use
beginning of year $106,703 · end of year $94,133
-
9 · Prepaid expenses and deferred charges
beginning of year $247,291 · end of year $321,309
-
10a · Land, buildings and equipment: cost or other basis
$197,186,979
-
10b · Land, buildings and equipment: accumulated depreciation
$4,165,445
-
10c · Land, buildings and equipment, net
beginning of year $185,387,205 · end of year $193,021,534
-
11 · Investments: publicly traded securities
beginning of year $26,147 · end of year $26,311
-
15 · Other assets
beginning of year $1,778,602 · end of year $2,857,407
-
17 · Accounts payable and accrued expenses
beginning of year $1,319,133 · end of year $997,795
-
19 · Deferred revenue
beginning of year $98,860 · end of year $63,071
-
20 · Tax-exempt bond liabilities
beginning of year $553,463
-
23 · Secured mortgages and notes payable
beginning of year $4,519,976 · end of year $3,215,909
-
25 · Other liabilities
beginning of year $1,035,636 · end of year $1,730,912
-
27 · Net assets without donor restrictions
beginning of year $13,929,909 · end of year $16,337,107
-
28 · Net assets with donor restrictions
beginning of year $180,735,852 · end of year $191,701,448
Mission and programs · 2022
Mission
The purpose of the American Battlefield Trust is to inspire appreciation of America, its history, and its promise of liberty through an understanding of the wars fought on its soil, and of the sacrifices of earlier generations of Americans. The American Battlefield Trust tells our extraordinary national story through the conflicts of the first century of the United States. We present this history as accurately and completely as possible, with special emphasis on soldiers engaged on the battlefield. Our vision is that a better understanding of these notable conflicts will inspire all Americans to appreciate more fully their history, on the ground where it actually happened, and why it matters today.
-
Land Preservation:Through acquisitions and grants, the American Battlefield Trust completed 29 individual transactions, protecting a total of 1,254.6 acres at 21 battlefields in 11 states during the fiscal year. This includes Antietam, MD; Bentonville, NC; Buffington Island, OH; Cedar Mountain, VA; Champion Hill, MS; Chancellorsville, VA; Chattanooga, TN; Chickasaw Bayou, MS; Corinth, MS; Cumberland Church, VA; Fort Derussy, LA; Fort Ticonderoga, NY; Gettysburg, PA; Globe Tavern, VA; Manassas, VA; Mill Springs, KY; Petersburg, VA; Shepherdstown, WV; Shiloh, TN; Spotsylvania CH, VA; and Wilderness, VA.
Expenses $8,223,750 · Grants $1,312,312
-
Membership:The American Battlefield Trust is a membership-based organization withapproximately 45,000 active members from all 50 states, and more than adozen territories and other nations. Each quarter, every memberreceives our 48-page magazine, Hallowed Ground, as a free educationalmembership benefit. The magazine highlights how their direct supporthelps preserve endangered Civil War and Revolutionary War battlefieldland, advances the cause of education about this key period in ourNation's history, and educates them directly on historical elements ofimportance about the Nation's first 100 years, and land preservation.The Trust depends upon its members and supporters to help fulfill itsbattlefield preservation and education missions every year throughtheir dues payments, as well as additional charitable gifts. The Trustalso has a major donor society, as a subset of its overall membership,called the Color Bearers, comprised of those members who make duespayments of $1,000 or more annually. Total membership in this group wasapproximately 1,500 members at the end of the fiscal year. The Trustalso recognizes those nearly 1,500 members who have also made a plannedgift to preservation in a special group called the Honor Guard.Further, the Trust enjoys the support of more than 461,000 followers onFacebook, 385,300 on YouTube, 48,500 on Twitter, 37,700 on Instagram,and 6,400 on LinkedIn, opening new pools of potential futuresupporters.
Expenses $4,317,598
-
Education:This fiscal year, the Education Department hosted its 22nd Annual National Teacher Institute and third annual Virtual Teacher Institute. More than 1,200 educators from 40 states participated in these professional development experiences, offered free of charge. The Education Department expanded its many video offerings with more than 180 new videos including scores of new short animated videos, first of its kind step into History videos, new animated maps and more. Our Field Trip Fund and Traveling Trunk Programs came back from the pandemic and both were on the rise this fiscal year. Department staff and contractors also produced more than 300 new web articles and worked on new curricula, augmented and virtual reality programs, and more.
Expenses $3,400,701 · Revenue $294,068
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David N Duncan
President
- Total calculated
- $365,271
- From this org
- $317,545
- From related orgs
- $0
- Other
- $47,726
- Hours/week
- 50 + 1 related
Schedule J breakdown matched by us
- Base
- $316,513
- Bonus
- $0
- Other
- $1,032
- Deferred
- $18,197
- Nontaxable benefits
- $29,529
- Filer's total
- $365,271
-
Thomas M Gilmore
Chief Real Estate Officer
- Total calculated
- $284,504
- From this org
- $238,112
- From related orgs
- $0
- Other
- $46,392
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $236,528
- Bonus
- $0
- Other
- $1,584
- Deferred
- $14,239
- Nontaxable benefits
- $32,153
- Filer's total
- $284,504
-
James J Campi
Chief Policy & Communications Officer
- Total calculated
- $253,066
- From this org
- $226,832
- From related orgs
- $0
- Other
- $26,234
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,757
- Bonus
- $0
- Other
- $1,075
- Deferred
- $12,604
- Nontaxable benefits
- $13,630
- Filer's total
- $253,066
-
Garry E Adelman
Chief Historian
- Total calculated
- $214,360
- From this org
- $172,216
- From related orgs
- $0
- Other
- $42,144
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,184
- Bonus
- $0
- Other
- $1,032
- Deferred
- $10,419
- Nontaxable benefits
- $31,725
- Filer's total
- $214,360
-
Lawrence Swiader
Chief Digital Officer
- Total calculated
- $181,651
- From this org
- $173,078
- From related orgs
- $0
- Other
- $8,573
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,046
- Bonus
- $0
- Other
- $1,032
- Deferred
- $8,573
- Nontaxable benefits
- $0
- Filer's total
- $181,651
-
Stephen D Wyngarden
CAO
- Total calculated
- $180,757
- From this org
- $135,149
- From related orgs
- $0
- Other
- $45,608
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,541
- Bonus
- $0
- Other
- $608
- Deferred
- $6,832
- Nontaxable benefits
- $38,776
- Filer's total
- $180,757
-
Edgar Lugo
CFO (ending 10/22)
- Total calculated
- $180,072
- From this org
- $163,290
- From related orgs
- $0
- Other
- $16,782
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,894
- Bonus
- $0
- Other
- $1,396
- Deferred
- $4,166
- Nontaxable benefits
- $12,616
- Filer's total
- $180,072
-
Alice D Mullis
Director of Development
- Total calculated
- $139,340
- From this org
- $108,546
- From related orgs
- $0
- Other
- $30,794
- Hours/week
- 40
-
O James Lighthizer
Trustee
- Total calculated
- $106,641
- From this org
- $106,641
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 0.1 related
-
Mark Borcherding
CFO (Starting 03/23)
- Total calculated
- $0
- Hours/week
- 40
-
Robert C Daum
Chair
- Total calculated
- $0
- Hours/week
- 5
-
Mary Abroe
Vice Chair
- Total calculated
- $0
- Hours/week
- 5
-
Travis K Anderson
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
William W Vodra
Secretary
- Total calculated
- $0
- Hours/week
- 5 + 0.1 related
-
Don Barret
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John T Beaty Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John BT Campbell III
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John Culberson
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Vince Dooley
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
James Elrod
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Richard G Etzkorn
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Thomas P Hand
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Van D Hipp Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
William J Hupp
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kate Kelly
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Thomas H Lauer
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jeff P McClanathan
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Noah B Mehrkam
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
General Richard P Mills
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John L Nau III
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Stephan F Newhouse
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Marshal A Oldman
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
J Dennis Sexton
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John Sivolella
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Barbara L Stewart
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Madhu Tadikonda
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Charles E Trefzger
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Robert Uhler
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Christopher C Welton
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Susan Whitaker
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
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 · Independent compensation consultant
- 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
-
$1,000,000
Rehabilitating Little Round Top Vistor Use Area Gettysburg NP.
-
Acquisition of the Bradham Tract at Eutaw Springs
-
Acquisition of the 0.92-acre SHAF tracts at Antietam battlefield.
-
Apprraisal at Harbor Marsh Acres at Ft Johnson, SC, Wooten at Rugeley's Mill.
-
Upgrading/remodeling at Gettysburg
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.
-
Americans for Battlefield Preservation
501(c)(4) · See Part VII · DC
-
Endangered Battlefield Defense Fund
501(c)(3) · To carry out the purposes of the American Battlefield Trust · VA · controlled entity
Directly controlled by American Battlefield Trust
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440229349300709
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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