Civil War Preservation Trust

Transcription

1 Civil War Preservation Trust General Information Contact Information Nonprofit Civil War Preservation Trust Address th Street NW, #900 Washington, DC Phone Fax Web Site Facebook facebook.com/civil War Trust War Trust 1

2 At A Glance Year of Incorporation 1999 Former Names Organization's type of tax exempt status Civil War Trust Association for the Preservation of Civil War Sites Public Supported Charity 2

3 Statements & Search Criteria Mission The Civil War Trust is the largest and most effective nonprofit organization devoted to the preservation of America s hallowed battlegrounds. Although primarily focused on the protection of Civil War battlefields, the Trust also seeks to save the battlefields connected to the Revolutionary War and War of Through educational programs and heritage tourism initiatives, the Trust seeks to inform the public about the vital role these battlefields played in determining the course of our nation s history. Background The Civil War Trust was formed in 1999 from two predecessor organizations that recognized historic battlefields were rapidly becoming victim to sprawling development. Understanding that the best way to commemorate the great struggle between the North and the South was to preserve battlefield landscapes, the Trust s mission was clearly defined from the outset. Led by Jim Lighthizer, a former Maryland Secretary of Transportation, the effort to save these acres has grown exponentially. Only 20% of the actual land where 620,000 American soldiers died is currently preserved the rest is unprotected or already destroyed. We are racing to save what is left. Forging strong partnerships is essential to the preservation effort. Foremost among our allies is our federal partner, the National Park Service s American Battlefield Protection Program. We also pursue preservation opportunities in conjunction with local groups. The Trust only buys land from willing sellers, taking guardianship responsibility seriously. Once acquired, land is transferred to a long-term steward, such as the National Park Service or a state park, or held and managed by the Trust. The Trust invests significant resources into creating walking trails and interpretive signs, and restoring the landscape to wartime appearance to give visitors the full benefit of these irreplaceable outdoor classrooms. Impact To date, the Civil War Trust has saved over 40,000 acres of battlefield land in 20 states. In 2014, each dollar we were able to raise from our members we were able to leverage by a factor of 5 to 1, meaning that we succeeded in multiplying every donor dollar by 5 additional dollars of grant funds making us very effective. Charity Navigator also awarded the Trust with its highest 4-star rating for the fifth year in a row. The Trust has created 16 cutting edge smartphone battlefield apps (iphone and Android) including Bull Run, Cedar Creek, Chancellorsville, Fredericksburg and Malvern Hill, and Gettysburg. These custom battlefield touring apps, with integrated maps and always-on GPS, ensure that visitors know exactly where they are on the battlefield. The Trust s web platform continues to grow, with 5.8 million unique visitors in The most popular sections of this content-rich site are our iconic battle maps and detailed battlefield pages. Combined with our quarterly award-winning magazine, Hallowed Ground, and our Facebook presence, the Trust s ability to communicate the importance of preservation efforts is far reaching. In 2014 three Teacher Institutes were held where teachers received training on the nine lesson plans in our new Civil War Curriculum. Approximately 25,000 students are reached each year as a result of these institutes. The ability of the Trust to successfully undertake its mission is due in part to our dedicated members. Needs The needs of the Civil War Trust are: Ø Financial support for battlefield land acquisition at sites deemed significant by the Congressionally-appointed Civil War Sites Advisory Commission by: Cash gifts or charitable gifts of stocks, bonds or mutual funds Becoming a member of the Trust Legacy gifts Workplace giving: Corporate Matching gifts or state/federal workplace campaign participation Contributing to the Trust s $50 million Capital Campaign to commemorate the sesquicentennial by raising funds to preserve as much threatened land as possible by 2015 Ø Underwriting of the national and regional Teacher Institutes Ø Contacting U.S. Senators and Representatives, urging them to support battlefield preservation Ø Sponsoring battlefield interpretation efforts with signs, brochures, driving tours, and maps Ø Volunteering at Park Day, our annual effort to clean up park sites 3

4 CEO/Executive Director Statement The Civil War Trust continues to build on our reputation as the premiere heritage land preservation organization in the country. There is no other entity including the federal government in the form of the National Park Service that is saving more hallowed ground than the Trust. What was even more remarkable is that we accomplished much success in the worst economy in living memory. While other similarly situated organizations are scaling back and laying off staff, we took a reasonable and responsible course of action to re-evaluate every expense, every expenditure and every project in light of the economy. This allowed us to press onward with our mission and achieve a level of success that surpassed all expectations. As we rapidly approach the war s sesquicentennial, we are committed to remaining the organization that is an effective and efficient steward of your donation dollar, consistently scoring well on all the national charitable rating services. As I look toward the future, I remain optimistic. We have a talented staff and the support of a strong, generous and involved Board. We have an enthusiastic and active membership that, along with our Board, help the organization continue to mature and progress. We continue to embrace new advances in technology to connect with donors and students of history. Finally, we have committed significant resources into continuing to cultivate the active participation of federal, state and local governments in the battlefield preservation process. With all of these essentials in place, I am confident that the Trust will remain the premier heritage land preservation organization in America for many years to come. James Lighthizer, President Areas Of Service Areas Served Areas Throughout the United States We work to preserve land in the 25 states where significant Civil War battles occurred. In addition, visitors from across the country and world can visit these sites and learn about the American Civil War. Service Categories Historical Organizations Education N.E.C. Land Resources Conservation 4

5 Programs Programs Land Preservation Description The Civil War Trust's main program is land preservation: our mission is to save endangered Civil War Battlefields from development by buying the land and protecting it through easements. Much of the land that the Civil War was fought on is endangered due to development pressures. We only purchase land at fair market value from landowners who are willing sellers; by purchasing the land outright we can ensure that it is preserved and will never be developed. We have already saved over 40,000 acres of battlefield land, and we aim to save many more acres before it is too late. We are currently finishing a Capital Campaign that coincided with the 150th Anniversary of the Civil War. In 2014 the Civil War Trust made great strides in saving this land by preserving over 2,000. These tracts of land are part of great battlefields such as North Anna, Vicksburg, Gettysburg, and Bentonville. Budget $15,616, Strategy Long term Success Short Term Success Our long-term goals are to continue to preserve thousand of acres of Civil war battlefield land. Over the 150th Anniversary of the Civil War, we aim to save 20,000 acres of hallowed ground. Each year during the 150th Anniversary of the Civil War, we aim to save 4,000 acres of significant land. Some tracts may be small in acreage, yet very significant in the war. 5

6 Education Description In addition to saving hallowed ground, we also believe that there is a great need to educate the public about the importance of the Civil War. We are dedicated to interpreting the War and its significant battles, and do so for teachers, students, and the public through technological resources and innovative methods such as our state-of-the-art website and Battle Apps. The Civil War Trust is the premier organization working to educate the public about the Civil War and its battlefields. Major recent advances in the Trust's education programs include the release of the Civil War Curriculum, the expansion of the Teacher Institute series, and continuing work on interpretation and content for the Trust's new Battle Apps for smart phones. The Trust focuses its educational efforts on five major areas: battlefield interpretation, in classrooms, on the web, at events, and in print. Budget $1,401, Strategy Long term Success Short Term Success We hope to continue to reach hundreds of thousands of individuals from across the country with our education programs. Our Civil War curriculum, Battle Apps for Smart Phones, Traveling Trunk program, and Teachers Institutes will continue to help teach many people about the importance of the Civil War. The Civil War Trust education department has had a number of recent successes in the past year, and we look forward to continuing those successes while expanding our program to reach more students. We are creating new and exciting ways to engage both students and adults to teach them about the Civil War. We have expanded our Traveling Trunk program to four trunks, we are continuing to produce more Battle Apps, and we are working on some new educational opportunities that use new technology. Membership Description The Civil War Trust is a membership-based organization. Each quarter, every member receives our 48-page magazine Hallowed Ground, as a free educational membership benefit. The magazine highlights how their direct support helps preserve endangered Civil War battlefield land, advances the cause of education about the key period in our nation's history, and educates them directly on historical elements of importance about the Civil War and land preservation. We depend on our members to raise the money we need to preserve the battlefield land. Budget $2,206, Long term Success Short Term Success Our goal is to maintain the number of members we currently have, with the hope that this number will increase with time. Because we rely on our members to donate funds needed to preserve Civil War Battlefield land, it is essential that we have a large pool of members to assist us with this. During the course of the past few years, while many non-profit organizations continued to experience declining membership, the Civil War Trust was able to recruit enough new members and reactivate lapsed members to maintain approximately 53,000 active members. 6

7 Board & Governance Board Chair Board Chair Mr. Kirk Bradley Company Affiliation Lee-Moore Oil Company Term June 2015 to June Board Co-Chair Board CoChair Company Affiliation Mr. Jeff Rodek No Affiliation Board Members Name Affiliation Status Dr. Mary M. Abroe College of Lake County Voting Mr. Trace Adkins Country Music Star Voting Mr. Harrison Bains Jr. Bristol-Myers Squibb Co.-retired Voting Mr. Don Barrett Barrett Law Group P.A. Voting Mr. Edwin C. Bearss National Park Service-retired Voting Mr. Kirk J. Bradley Lee-Moore Capital Company Voting Mr. Paul W. Bryant Jr. Greene Group, Inc. Voting Mr. Walter W. Buckley Jr. Buckley Muething Capital Management Company Voting Mr. John Campbell Former Congressman Voting Mr. Carlton Crenshaw Anteon International Corp.- retired Voting Mr. Jeff Dahlgren Airtech Voting Mr. Robert Daum Private Investor Voting Mr. Vince Dooley Head Football Coach and Athletic Director, University of Georgia (Retired) Voting Mr. Lester Fant Galway III LLC Voting Mr. Bruce Gottwald NewMarket Corporation Voting Mr. Michael Grainger Ingram Micro Inc.-retired Voting Mr. William J. Hupp Adams Street Partners, LLC Voting Ms. Kate Kelly Author Voting Mr. Thomas H. Lauer Advent International Voting Mr. O. James Lighthizer Civil War Trust Voting Mr. Duke R. Ligon Panhandle Oil and Gas, Inc. Voting Mr. Jeffrey P. McClanathan CPA Voting Mr. John Nau III Silver Eagle Distributors Voting Mr. Stephen F. Newhouse Morgan Stanley-retired Voting Mr. Jeff Rodek Hyperion Solutions Corp.-retired Voting 7

8 Mr. J. Dennis Sexton All Children's Health Systemretired Voting Mr. Madhu Tadikonda AIG Voting Mr. Robert Uhler Chairman and CEO of MWH Global, Inc Voting Mr. William Vodra Retired Voting Mrs. Susan Whitaker Commissioner, Tennessee Department of Tourist Development Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 1 Caucasian 29 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 27 Female 3 Unspecified 0 Governance Board Term Lengths 0 Board Term Limits 0 Board Meeting Attendance % 0 Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100 Percentage Making In-Kind Contributions 0 Number of Full Board Meetings Annually 0 8

9 Management Executive Director/CEO Executive Director Term Start Dec Mr. O. James Lighthizer Experience President of The Trust since 1999, Jim is a native of Ohio and has lived in Maryland all his adult life. Early in his career he was employed by IBM Corporation, but after graduation from Georgetown University Law Center, he practiced law in Anne Arundel County, Maryland. In 1978, he was elected to the Maryland legislature and in 1982 and 1986 to Anne Arundel County Executive. In 1991, he was appointed by Governor William Donald Schaefer to be the Secretary of the Maryland Department of Transportation, where he pioneered the use if ISTEA funds for battlefield preservation. Jim left government service in 1995 and re-entered the practice of law, as a partner with Miles and Stockbridge, a major Baltimore law firm. In 1999 Jim Lighthizer became President of the Civil War Trust, and has overseen the organization as it has saved thousands of acres of Civil War battlefield land. Senior Staff Name Mr. Garry Adelman Mr. Jim Campi Mr. David N. Duncan Mr. Tom Gilmore Mrs. Ruth Hudspeth Ms. Michelle McMahon Mrs. Melissa Sadler Mr. Steve Wyngarden Title Director of History and Education Director Policy and Media Director Membership and Development Director Real Estate Chief Financial Officer Director Internet Strategy and Development Director Events and Cololr Bearers Chief Operating Officer Staff Full Time Staff 0 Part Time Staff 0 Volunteers 0 Contractors 0 Retention Rate 0 Plans Organization has a Strategic Plan? Management Succession Plan? Organization Policy and Procedures Nondiscrimination Policy No Collaborations 9

10 Chari Awards Awards Award/Recognition Organization Year 4-Star Rating Charity Navigator Star Rating Charity Navigator star rating Charity Navigator star rating Charity Navigator 2012 Wise Giving Alliance Accreditation Better Business Bureau Star Rating Charity Navigator 2013 Wise Giving Alliance Accredidation Better Business Bureau 2013 Wise Giving Alliance Accredidation Better Business Bureau

11 Financials Fiscal Year Apr Fiscal Year 2017 Projected Revenue $4,265, Projected Expenses $1,298, Endowment Value 0 Percentage (if selected) 0% Form 990s Form 990 (3 month) Form 990 Form 990 Form 990 Form 990 Form 990 Form 990 Detailed Financials Revenue and Expenses Total Revenue $29,551,701 $29,543,403 $26,223,414 Total Expenses $21,311,459 $21,306,996 $22,565,880 Revenue Sources Foundation and Corporation $11,234,761 $9,444, Contributions Government Contributions $0 $1,790,272 $0 Federal State Local Unspecified -- $1,790, Individual Contributions $16,873,074 $13,153,927 $26,259,982 Indirect Public Support -- $30, Earned Revenue $213,349 $154,945 $220,769 Investment Income, Net of Losses $30,937 $22,639 $17,171 Membership Dues -- $3,689, Special Events Revenue In-Kind $854,392 $854,392 $222,976 Other $345,188 $403,592 ($497,484) 11

12 Expense Allocation Program Expense $18,102,216 $18,102,216 $19,265,787 Administration Expense $924,330 $919,867 $942,502 Fundraising Expense $2,284,913 $2,284,913 $2,357,591 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 85% 85% 85% Fundraising Expense/Contributed Revenue 8% 9% 9% Assets and Liabilities Total Assets $99,462,511 $99,462,511 $91,336,758 Current Assets $8,945,075 $9,344,885 $9,945,756 Long-Term Liabilities $4,500,000 $4,500,000 $4,800,000 Current Liabilities $1,262,860 $1,262,860 $1,077,349 Total Net Assets $93,699,651 $93,699,651 $85,459,409 Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 5% 5% 5% Top Funding Sources Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? No Goal 0 Capital Campaign Anticipated in Next 5 Years? State Charitable Solicitaions Permit Permit? May 2015 Registration May 2015 Comments Organization Comments The budget numbers reflect the period from January 1, March 31, 2015 because we are in the process of changing our fiscal year. Our new fiscal year will start April 1, 2015 and run through March 31,

13 Created Copyright 2019 The Community Foundation Serving Richmond & Central Virginia 13