Totals
- Total revenue
- $4,303,804
- Total expenses
- $3,284,379
- Contributions and grants received
- $2,417,272
- Grants paid
- $0
- Program service revenue
- $89,422
- Investment income
- $333,601
- Other revenue
- $1,463,509
- Total assets, end of year
- $19,584,247
- Total liabilities, end of year
- $154,504
- Net assets or fund balances, end of year
- $19,429,743
- Program services expenses (Part IX)
- $2,878,391
- Management and general expenses
- $301,418
- Fundraising expenses
- $104,570
- Program service expenses (Part III)
- $2,878,391
Program services were 87.6% 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
$138,811
-
1c · Fundraising events
$31,115
-
1d · Related organizations
$266,649
-
1e · Government grants (contributions)
$1,475,622
-
1f · All other contributions, gifts and grants
$505,075
-
2a · Program service revenue: TOUR REVENUE
total $89,422 · related or exempt $89,422
-
3 · Investment income
total $338,682 · excluded $338,682
-
6a · Gross rents
real property $32,339
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $32,339
-
6d · Net rental income or loss
total $32,339 · excluded $32,339
-
7a · Gross sales of assets other than inventory
securities $3,744,399
-
7b · Less cost or other basis and sales expenses
securities $3,631,578 · other assets $117,902
-
7c · Gain or loss
securities $112,821 · other assets -$117,902
-
7d · Net gain or loss
total -$5,081 · excluded -$5,081
-
8a · Fundraising events: gross income
$92,304
-
8a · Fundraising events: contributions included on line 1c
$31,115
-
8b · Fundraising events: direct expenses
$181,707
-
8c · Net income from fundraising events
total -$89,403 · excluded -$89,403
-
10a · Gross sales of inventory
$6,892
-
10b · Cost of goods sold
$14,945
-
10c · Net income from sales of inventory
total -$8,053 · related or exempt -$8,053
-
11a · Other revenue: INSURANCE PROCEEDS
total $1,520,581 · excluded $1,520,581
-
11b · Other revenue: MISCELLANEOUS
total $5,570 · excluded $5,570
-
11c · Other revenue: POSTAGE AND HANDLING
total $2,475 · excluded $2,475
-
11e · Other revenue, total
$1,528,626
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $128,857 · program services $99,219 · management and general $15,463 · fundraising $14,175
-
7 · Other salaries and wages
total $540,746 · program services $414,599 · management and general $64,900 · fundraising $61,247
-
8 · Pension plan contributions
total $11,614 · program services $10,018 · management and general $472 · fundraising $1,124
-
9 · Other employee benefits
total $82,710 · program services $69,476 · management and general $4,963 · fundraising $8,271
-
10 · Payroll taxes
total $54,736 · program services $45,978 · management and general $3,284 · fundraising $5,474
-
11c · Fees: accounting
total $75,072 · management and general $75,072
-
11f · Fees: investment management
total $44,983 · management and general $44,983
-
11g · Fees: other
total $11,807 · program services $2,025 · management and general $7,953 · fundraising $1,829
-
12 · Advertising and promotion
total $14,704 · program services $13,800 · fundraising $904
-
13 · Office expenses
total $30,735 · program services $13,252 · management and general $9,454 · fundraising $8,029
-
14 · Information technology
total $57,985 · program services $16,058 · management and general $41,927
-
16 · Occupancy
total $79,740 · program services $66,719 · management and general $13,021
-
17 · Travel
total $13,584 · program services $11,147 · management and general $2,435 · fundraising $2
-
22 · Depreciation, depletion and amortization
total $181,457 · program services $181,457
-
23 · Insurance
total $80,401 · program services $77,680 · management and general $2,721
-
24a · Other expenses: DERECHO EXPENSES
total $1,520,581 · program services $1,520,581
-
24b · Other expenses: COLLECTIONS CARE
total $291,367 · program services $291,367
-
24e · All other expenses
total $63,300 · program services $45,015 · management and general $14,770 · fundraising $3,515
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $960 · end of year $122,570
-
2 · Savings and temporary cash investments
beginning of year $3,062,665 · end of year $3,266,410
-
3 · Pledges and grants receivable
beginning of year $2,500,000 · end of year $1,500,000
-
4 · Accounts receivable
beginning of year $113 · end of year $1,390,622
-
8 · Inventories for sale or use
beginning of year $18,971 · end of year $4,540
-
10a · Land, buildings and equipment: cost or other basis
$4,880,615
-
10b · Land, buildings and equipment: accumulated depreciation
$2,079,637
-
10c · Land, buildings and equipment, net
beginning of year $2,980,321 · end of year $2,800,978
-
12 · Investments: other securities
beginning of year $9,635,069 · end of year $10,470,935
-
15 · Other assets
beginning of year $24,326 · end of year $28,192
-
17 · Accounts payable and accrued expenses
beginning of year $101,874 · end of year $96,234
-
19 · Deferred revenue
beginning of year $634,126 · end of year $49,760
-
25 · Other liabilities
beginning of year $12,477 · end of year $8,510
-
27 · Net assets without donor restrictions
beginning of year $4,249,728 · end of year $6,159,305
-
28 · Net assets with donor restrictions
beginning of year $13,224,220 · end of year $13,270,438
Mission and programs · 2023
Mission
TO INSPIRE COMMUNITY INTERACTION WITH HISTORY, PRESERVATION, AND THE ARTS.
-
BRUCEMORE SERVES THE COMMUNITY IN THREE FUNDAMENTAL WAYS TO MEET ITS MISSION TO INSPIRE COMMUNITY INTERACTION WITH HISTORY, PRESERVATION, AND THE ARTS. FIRST, THE ORGANIZATION HAS AN ON-GOING RESPONSIBILITY TO PRESERVE THE IRREPLACEABLE HISTORIC RESOURCES IN ITS CARE AS A TANGIBLE CONNECTION TO THE PAST. THESE ASSETS INCLUDE SEVEN HISTORIC STRUCTURES, A 26-ACRE LANDSCAPE; AND THOUSANDS OF OBJECTS, DOCUMENTS, AND WORKS OF ART. IN 2023, THIS INCLUDED PROJECTS SUCH AS THE MANSION SLATE ROOF REPLACEMENT AND LANDSCAPE RESTORATION PROJECT. SECOND, THE ORGANIZATION CREATES AND PROVIDES HERITAGE EVENTS THAT HIGHLIGHT THE SIGNIFICANCE OF THE SITE AND ITS COLLECTION TO AUDIENCES NEAR AND FAR. THESE PROGRAMS WELCOME PEOPLE FOR A VARIETY OF GUIDED TOURS, SPECIAL-FOCUS TOURS, EXHIBITS, AND SELF-GUIDED EXPLORATIONS. THIRD, THE ORGANIZATION IS A DRIVER IN THE CULTURAL ECONOMY BY PRODUCING, PARTNERING, AND PRESENTING OUTDOOR THEATER, COMMUNITY EVENTS, AND PUBLIC CELEBRATIONS AGAINST THE BACKDROP OF THE ICONIC, HISTORIC ESTATE. THESE ACTIVITIES WELCOME THOUSANDS OF VISITORS AND ENLIVEN THE SPACE WHILE ENGAGING PEOPLE IN THE SITE AND ITS HISTORY.
Expenses $2,878,391 · Revenue $81,369
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Neumann DougNEUMANN DOUG
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Coffey LishaCOFFEY LISHA
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Hall KathyHALL KATHY
SECRETARY (UNTIL 12/31/23)
- Total calculated
- $0
- Hours/week
- 1
-
Bruns KevinBRUNS KEVIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Hillyard KimberlyHILLYARD KIMBERLY
TREASURER (UNTIL 12/31/23)
- Total calculated
- $0
- Hours/week
- 1
-
Buresh RyanBURESH RYAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Bergstrom Brian DBERGSTROM BRIAN D
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cataldo BobCATALDO BOB
DIRECTOR (UNTIL 12/31/23)
- Total calculated
- $0
- Hours/week
- 1
-
Deignan PatDEIGNAN PAT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fagan BrianFAGAN BRIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Igram ShadiaIGRAM SHADIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mathis III MarkMATHIS III MARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nji AkwiNJI AKWI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Reasoner CarrollREASONER CARROLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Roberts KristinROBERTS KRISTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Schmidt KimSCHMIDT KIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Smith JenniferSMITH JENNIFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steinmetz DougSTEINMETZ DOUG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thies DanielTHIES DANIEL
DIRECTOR (UNTIL 12/31/23)
- Total calculated
- $0
- Hours/week
- 1
-
Janssen DavidJANSSEN DAVID
CHIEF EXECUTIVE OFFICER
- Total calculated
- $128,539
- From this org
- $124,795
- From related orgs
- $0
- Other
- $3,744
- 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.
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.
-
NATIONAL TRUST FOR HISTORIC PRESERVATION
501(C)(3) · HISTORIC PRESERVATION · DC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422209349301712
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.