Civic Intelligence

Historic Alexandria Foundation

990 • Fiscal year 2017 • EIN 54-6052540

Sep 01, 2016 to Aug 31, 2017 • Filed on Oct 12, 2017

218 North Lee Street Room 310Alexandria, VA 22314-2660

(703) 549-5811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

58th percentile

6.0%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

8.4%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,939,572

Up $110,182 (+6.0%) from 2016

Net Assets

Up

$1,939,572

Up $110,182 (+6.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$138,645

Up $10,755 (+8.4%) from 2016

Expenses

Down

$104,764

Down $1,321 (-1.2%) from 2016

Net Income

Up

$33,881

Up $12,076 (+55%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,605,043Liabilities 2011: $0Net Assets 2011: $1,605,0432011Assets 2013: $1,703,166Liabilities 2013: $0Net Assets 2013: $1,703,1662013Assets 2014: $1,769,947Liabilities 2014: $5,000Net Assets 2014: $1,764,9472014Assets 2015: $1,783,789Liabilities 2015: $0Net Assets 2015: $1,783,7892015Assets 2016: $1,829,390Liabilities 2016: $0Net Assets 2016: $1,829,3902016Assets 2017: $1,939,572Liabilities 2017: $0Net Assets 2017: $1,939,5722017Assets 2018: $2,067,355Liabilities 2018: $0Net Assets 2018: $2,067,3552018Assets 2019: $2,030,377Liabilities 2019: $0Net Assets 2019: $2,030,3772019Assets 2020: $2,159,421Liabilities 2020: $0Net Assets 2020: $2,159,4212020Assets 2021: $2,619,739Liabilities 2021: $0Net Assets 2021: $2,619,7392021Assets 2022: $2,307,122Liabilities 2022: $0Net Assets 2022: $2,307,1222022Assets 2023: $2,309,485Liabilities 2023: $0Net Assets 2023: $2,309,4852023Assets 2024: $2,535,748Liabilities 2024: $0Net Assets 2024: $2,535,7482024

Highlighted filing

2017

Assets$1,939,572
Liabilities$0
Net Assets$1,939,572

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $80,003Expenses 2011: $56,554Net Income 2011: $23,4492011Expenses 2013: $58,4892013Revenue 2014: $94,866Expenses 2014: $124,127Net Income 2014: -$29,2612014Revenue 2015: $137,629Expenses 2015: $62,137Net Income 2015: $75,4922015Revenue 2016: $127,890Expenses 2016: $106,085Net Income 2016: $21,8052016Revenue 2017: $138,645Expenses 2017: $104,764Net Income 2017: $33,8812017Revenue 2018: $166,261Expenses 2018: $104,347Net Income 2018: $61,9142018Revenue 2019: $160,825Expenses 2019: $147,994Net Income 2019: $12,8312019Revenue 2020: $153,530Expenses 2020: $146,119Net Income 2020: $7,4112020Revenue 2021: $409,763Expenses 2021: $169,106Net Income 2021: $240,6572021Revenue 2022: $254,839Expenses 2022: $142,152Net Income 2022: $112,6872022Revenue 2023: $169,227Expenses 2023: $240,611Net Income 2023: -$71,3842023Revenue 2024: $203,796Expenses 2024: $199,372Net Income 2024: $4,4242024

Highlighted filing

2017

Revenue$138,645
Expenses$104,764
Net Income$33,881
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$178,055
Mission and Program Overview

Mission

Through advocacy, grants, awards, and recognition programs we encourage public participation and appreciation of our cultural heritage. Since its founding in 1954, haf has raised millions of dollars for surveys of historic architecture, protection of endangered buildings, restoration of museum properties, and conservation of important historical artifacts. We invite all to join us in safeguarding - and celebrating - alexandria's rich cultural and architectural history.

To preserve, protect, and restore structures and sites of historic and architectural interest in and associated with Alexandria, Virginia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$880,836$983,143▲ $102,307
Land, Buildings, and Equipment, Net$900,000$900,000→ $0
Cash and Non-Interest-Bearing Accounts$1,365$9,240▲ $7,875
Total Assets$1,829,390$1,939,572▲ $110,182
Other Assets Total$47,189$47,189→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,629,390$1,739,572▲ $110,182
Temporarily Rstr Net Assets$200,000$200,000→ $0
Total Net Assets Fund Balance$1,829,390$1,939,572▲ $110,182
Total Liabilities and Net Assets / Fund Balance$1,829,390$1,939,572▲ $110,182

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$523,000-$523,000
Land$377,000-$377,000
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$15,920
Program Service Revenue
$0
Investment Income
$81,155
Other Revenue
$41,570
Change in Net Assets
$33,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,564
Salaries, Compensation, and Employee Benefits$22,200
Grants and Similar Amounts Paid$20,000
Total Fundraising Expense$11,100
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$27,228--$27,228
Occupancy-$22,753-$22,753
Other Salaries and Wages$11,100-$11,100$22,200
Grants to Domestic Orgs$20,000--$20,000
Insurance-$5,245-$5,245
Fees for Services Accounting$3,073$1,100-$4,173
Fees for Service Investment Mgmnt Fees-$2,163-$2,163
Information Technology-$47-$47
Other Expenses-$25-$25
Total Functional Expenses$61,401$32,263$11,100$104,764
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northern Virginia Fine Arts AssocAlexandria, VA-To further the mission of the organization$10,000
Lee-Fendall House MuseumAlexandria, VA-To further the mission of the organization$5,000
Stabler-Leadbetter Apothecary MuseumAlexandria, VA-To further the mission of the organization$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$80,630
Fundraising Direct Expenses$39,410
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toasting Our Town$66,680$66,680$8,722$57,958
Garden Party$13,950$13,950$3,059$10,891
Total Events$80,630$80,630$39,410$41,220
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Security Deposit-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

Form 990 is distributed to executive committee members for review and final approval.

Form 990, Part VI, Section C, Line 19

The Foundation complies with the IRS rules regarding making certain documents available to the public.

Filing and Contact Details

Filer

Filer Name
Historic Alexandria Foundation
EIN
54-6052540
Phone
7035495811
Address
218 North Lee Street Room 310, Alexandria, VA 22314-2660

Signing Officer

Name
Morgan D Delaney
Title
Director
Signed
2017-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morgan D Delaney
Formed
1954
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
36

Preparer

Firm
J Hall & Associates Inc CPAs
Address
36028 Detroit Road 234, Westlake, OH 44145-5844
Preparer
John D Hall CPA
Phone
4405270300
Supplemental Narrative

Financial Statement Notes

III 4

The organization holds antique furniture for future sales to raise money to further the charitable cause.

Raw XML AppendixShowing 400 of 514 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To preserve, protect, and restore structures and sites of historic and architectural interest in and associated with Alexandria, Virginia.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Mary S Sterling
IRS990/BooksInCareOfDetail/PhoneNum07035495811
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0218 North Lee Street Ste 310
IRS990/BooksInCareOfDetail/USAddress/CityNm0Alexandria
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022314
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01365
IRS990/CashNonInterestBearingGrp/EOYAmt09240
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt015920
IRS990/CYGrantsAndSimilarPaidAmt020000
IRS990/CYInvestmentIncomeAmt081155
IRS990/CYOtherExpensesAmt062564
IRS990/CYOtherRevenueAmt041570
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt033881
IRS990/CYSalariesCompEmpBnftPaidAmt022200
IRS990/CYTotalExpensesAmt0104764
IRS990/CYTotalFundraisingExpenseAmt011100
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0138645
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Academy renovation, Street By Street publication and the Plaque program help to restore and protect the citys historical sites. Grants are given to organizations who preserve those sites.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt061401
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01100
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03073
IRS990/FeesForServicesAccountingGrp/TotalAmt04173
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02163
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02163
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15002.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Morgan D Delaney
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael T Bradshaw
IRS990/Form990PartVIISectionAGrp/PersonNm2Mary Kay Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm3Vance Hall
IRS990/Form990PartVIISectionAGrp/PersonNm4Charles D Ablard
IRS990/Form990PartVIISectionAGrp/PersonNm5Ruth Apelt
IRS990/Form990PartVIISectionAGrp/PersonNm6Leslie Smith Ariail
IRS990/Form990PartVIISectionAGrp/PersonNm7Mason Montague Bavin
IRS990/Form990PartVIISectionAGrp/PersonNm8John H Guy IV
IRS990/Form990PartVIISectionAGrp/PersonNm9Mary Heiden
IRS990/Form990PartVIISectionAGrp/PersonNm10Elaine Johnston
IRS990/Form990PartVIISectionAGrp/PersonNm11Murney Keleher
IRS990/Form990PartVIISectionAGrp/PersonNm12Leland S Ness
IRS990/Form990PartVIISectionAGrp/PersonNm13Gail Rothrock
IRS990/Form990PartVIISectionAGrp/PersonNm14John H Sprinkle Jr
IRS990/Form990PartVIISectionAGrp/PersonNm15Bob Weinhagen
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Corresponding Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt039410
IRS990/FundraisingGrossIncomeAmt080630
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt020000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0178055
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt047
IRS990/InformationTechnologyGrp/TotalAmt047
IRS990/InsuranceGrp/ManagementAndGeneralAmt05245
IRS990/InsuranceGrp/TotalAmt05245
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt081155
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081155
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0880836
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0983143
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0900000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0900000
IRS990/LandBldgEquipCostOrOtherBssAmt0900000
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt015920
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To preserve, protect, and restore structures and site of historic and architectural significance in Alexandria, Virginia. To preserve antiquities and generally foster and promote interest in Alexandrias heritage.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01829390
IRS990/NetAssetsOrFundBalancesEOYAmt01939572
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt041220
IRS990/NetUnrlzdGainsLossesInvstAmt076301
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt022753
IRS990/OccupancyGrp/TotalAmt022753
IRS990/OfficeExpensesGrp/ProgramServicesAmt027228
IRS990/OfficeExpensesGrp/TotalAmt027228
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt047189
IRS990/OtherAssetsTotalGrp/EOYAmt047189
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Bank fees
IRS990/OtherExpensesGrp/Desc1Licenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0930
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/TotalAmt0930
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/OtherRevenueMiscGrp/Desc0Plaque applications
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0350
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0350
IRS990/OtherRevenueTotalAmt0350
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011100
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011100
IRS990/OtherSalariesAndWagesGrp/TotalAmt022200
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Morgan D Delaney
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt017965
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020480
IRS990/PYInvestmentIncomeAmt079544
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt070605
IRS990/PYOtherRevenueAmt030381
IRS990/PYRevenuesLessExpensesAmt021805
IRS990/PYSalariesCompEmpBnftPaidAmt015000
IRS990/PYTotalExpensesAmt0106085
IRS990/PYTotalRevenueAmt0127890
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt033881
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part III Section B Line 12 Application fees
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt065072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt043175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt047878
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032580
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014673
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0180331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0274805
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt037980
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt037980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt043175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt047878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032580
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014673
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0180331
IRS990ScheduleA/InvestmentIncomeCYPct00.32030
IRS990ScheduleA/InvestmentIncomePYPct00.33920
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0350
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0350
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01625
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0800
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01650
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04775
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.67120
IRS990ScheduleA/PublicSupportPY509Pct00.65080
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0377857
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0134530
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037174
IRS990ScheduleA/Total509Grp/TotalAmt0377857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0178055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0122182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053497
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0562963
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0523000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0523000
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0See Part XIV
IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt047189
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0377000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0377000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Security Deposit
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/Section170hRqrStsfdInd0true
IRS990ScheduleD/SolicitedAssetsSaleInd0true
IRS990ScheduleD/StaffHoursSpentEnforcementCnt0100.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization holds antique furniture for future sales to raise money to further the charitable cause.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0III 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0900000
IRS990ScheduleD/TotalEasementsCnt06
IRS990ScheduleD/WrittenPolicyMonitoringInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039410
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0175
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0175
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Garden Party
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Toasting Our Town
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06311
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt017298
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt023609
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt066680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt066680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080630
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041220
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011781
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03059
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08722
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03845
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03845
IRS990ScheduleI/GrantRecordsMaintainedInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.20$0.20$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.17$0.24$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.25$0.14$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.00$2.62$0.41$0.17$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.15$0.15$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.16$0.15$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.17$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.14$0.10$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.13$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.14$0.06$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.76$0.09$0.12$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$0.06
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$0.08$0.06$0.02