Mount Vernon Ladies' Association of the Union

Transcription

1 Mount Vernon Ladies' Association of the Union General Information Contact Information Nonprofit Mount Vernon Ladies' Association of the Union Address P.O. Box 110 Mount Vernon, VA Phone Fax Web Site Facebook facebook.com//historicmountvernon At A Glance Year of Incorporation 1856 Organization's type of tax exempt status Public Supported Charity 1

2 Statements & Search Criteria Mission The Mount Vernon Ladies' Association mission statement is "to preserve, restore, and manage the estate of George Washington to the highest standards and to educate visitors and people throughout the world about the life and legacies of George Washington, so that his example of character and leadership will continue to inform and inspire future generations." Background The Association was founded in 1853 by Ann Pamela Cunningham of South Carolina to purchase and preserve Mount Vernon as a national shrine. Learning that the Washington family's offer to sell the property to the federal government and the Commonwealth of Virginia had been refused, Miss Cunningham founded the Association and raised $200,000 through a nationwide fundraising effort. In 1858, the Association signed a purchase contract to acquire the Mansion, outbuildings and 200 surrounding acres from John Augustine Washington, III, a great-grandnephew of George Washington. After a transition period, the Association assumed complete control of the property in Since then, Mount Vernon has become a dynamic center for research and interpretation on George Washington. Mount Vernon is the repository for not only innumerable personal possessions and papers of Washington, but also a reliable and valuable source of information on diverse aspects of 18th-century customs and practices. In addition, the estate is one of the best-preserved colonial era plantations remaining in the western hemisphere. Also, in September 2013, Mount Vernon opened The Fred W. Smith National Library for the Study of George Washington, which serves as the presidential library for Washington. Impact IMPACT - Completed the restoration of the New Room of the Mansion (formerly known as the Large Dining Room) - Opened new changing museum exhibition called Gardens & Groves: George Washington's Landscape at Mount Vernon - Launched a new online virtual tour of the estate at GOALS - Run inaugural year of Mount Vernon Leadership Fellows program for rising college juniors - Raise funds for a new fire suppression system for the Mansion - Complete restoration of the Nelly Custis Bedchamber in the Mansion- Launch fundraising and complete final design plans for a new Slave Life museum exhibition to run from Fall Fall 2018 Needs Please contact the Mount Vernon Development Office for information on funding needs at or specialgifts@mountvernon.org(mailto:specialgifts@mountvernon.org). - Fire Prevention & Suppression for the Mansion ($1,105,000) Slave Life Exhibit in Museum ($645,000) - Revolving Land Fund for Viewshed Protection ($2,000,000) - Rare Books and Manuscripts Acquisition for the National Library ($5,000,000) - Washington Papers Comprehensive Family Edition ($1,250,000) - Mansion Roof Refurbishment ($300,000) Areas Of Service Areas Served Areas Throughout the United States Although Mount Vernon is located in the Washington, DC metro area, George Washington's estate is held in trust by the Mount Vernon Ladies' Association for all Americans, as well as thousands of international visitors each year. We welcome more than one million visitors annually to the estate from around the nation and across the world, and more than 80 million visitors have come through our gates since we opened to the public in Service Categories History Museums 2

3 Arts & Culture 3

4 Programs Programs Historic Estate Description ESTATE AND GARDENS: We welcome more than one million visitors each year to the estate and offer them an unforgettable educational and aesthetic experience with a mansion tour, museum, orientation and education centers, and numerous indoor and outdoor exhibits and interpreters. EDUCATION: Education is a primary component of all Mount Vernon programs, whether we are presenting information on George Washington's presidential and military career, his farming and entrepreneurial achievements, or the elements of his childhood that led to the development of a national hero. PRESERVATION, RESTORATION AND COLLECTIONS: Along with education, preserving Mount Vernon is the primary mission of the Mount Vernon Ladies' Association. Since taking possession of the property in 1860, the Ladies have sought to preserve and restore the historic structures and the landscape to their eighteenthcentury appearance, with the Mansion the centerpiece of the Association's restoration efforts. Today, ongoing research and advances in preservation technology continue to guide our efforts to restore the house to its appearance during Washington's life. Budget $22,075, Long term Success In addition to welcoming more than one million visitors to Washington's home, we opened the new Ford Orientation Center and Donald W. Reynolds Museum and Education Center, providing an enormous array of offerings for adults and children that have increased dramatically the amount of time visitors spend at Mount Vernon and the amount they learn about George Washington while here. National Library for the Study of George Washington Description Presidential library, education, leadership, and research center Budget $0.00 4

5 Board & Governance Board Chair Board Chair Ms. Sarah Miller Coulson Company Affiliation No Affiliation Term Oct 2016 to Oct Board Members Name Affiliation Status Mrs. Margaret Appleton Allison No Affiliation Voting Ms. Claudia Puig Amundsen No Affiliation Voting Mrs. Mary Lang Bishop No Affiliation Voting Mrs. Ann Haunschild Bookout No Affiliation Voting Mrs. Maribeth Armstrong Borthwick No Affiliation Voting Ms. Sarah Miller Coulson No Affiliation Voting Mrs. Judith Wilson Grant No Affiliation Voting Mrs. Lucia Bosqui Henderson No Affiliation Voting Mrs. Elizabeth Whitesides Holdsworth No Affiliation Voting Mrs. Virginia Dawson Lane No Affiliation Voting Mrs. Helen Herboth Laughery No Affiliation Voting Mrs. Barbara Bourgeois Lucas No Affiliation Voting Mrs. Liz Rollins Mauran No Affiliation Voting Mrs. Cameron Kock Mayer No Affiliation Voting Mrs. Catherine Hamilton Mayton No Affiliation Voting Mrs. Margaret Hartman Nichols No Affiliation Voting Mrs. Anne Neal Petri No Affiliation Voting Mrs. Susan Stevens Reeder No Affiliation Voting Mrs. Laura Peebles Rutherford No Affiliation Voting Mrs. Andrea Notman Sahin No Affiliation Voting Mrs. Ann Cady Scott No Affiliation Voting Mrs. Jean Armfield Sherrill No Affiliation Voting Mrs. Susan Marshall Townsend No Affiliation Voting Mrs. Catherine Marlette Waddell No Affiliation Voting Mrs. Gail Berry West No Affiliation Voting Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 0 Caucasian 24 5

6 Hispanic/Latino 1 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 0 Female 26 Unspecified 0 Governance Board Term Lengths 0 Board Term Limits 0 Board Meeting Attendance % 100 Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100 Percentage Making In-Kind Contributions 0 Number of Full Board Meetings Annually 2 6

7 Management Executive Director/CEO Executive Director Term Start Jan Dr. Douglas Bradburn Experience The Mount Vernon Ladies' Association announced the selection of its current library director, Dr. Doug Bradburn, to serve as the new president and chief executive officer of George Washington's Mount Vernon. He will begin his tenure on January 1, 2018, as only the eleventh person to hold this esteemed position since 1858, when the Mount Vernon Ladies' Association purchased the estate from the Washington family.an accomplished leader and noted American history scholar, Bradburn currently serves as Founding Director for Mount Vernon's Fred W. Smith National Library for the Study of George Washington. With his appointment as president, Bradburn will expand his responsibilities to oversee the multifaceted daily operations of America's most visited historic home and its research library. At the same time, he will partner closely with the board to shape the organization's strategic priorities surrounding preservation, education, and visitor engagement. His selection follows an extensive national search, which began earlier this year after Mount Vernon's tenth president, Curtis G. Viebranz, announced his plans to step down in late Senior Staff Name Ms. Rebecca Aloisi Mr. Joseph A. Bondi Dr. Douglas Bradburn Mr. Matt Briney Ms. Carol B Cadou Mr. Philip Manno Mr. Robert Shenk Mr. Joe Sliger Ms. Allison Wickens Mr. Roy A. Young Title Vice President for Marketing SVP for Development Founding Director, National Library Vice President for New Media Senior Vice President for Historic Preservation and Collections Vice President and Chief Financial Officer Senior Vice President for Visitor Engagement Vice President for Operations & Maintenance Vice President for Education VP for Guest Experience Staff Full Time Staff 333 Part Time Staff 196 Volunteers 400 Contractors 0 Retention Rate 0 Plans Organization has a Strategic Plan? Years Strategic Plan Considers 5 7

8 Date Strategic Plan Adopted Nov 2014 Management Succession Plan? No Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy Awards Awards Award/Recognition Organization Year National Humanities Medal President of the United States 2003 Legacy Liberty Award The Citizenship Trust at the American Village

9 Financials Fiscal Year Jan Fiscal Year 2017 Projected Revenue $45,369, Projected Expenses $45,300, Endowment Value Spending Policy Percentage Percentage (if selected) 3% s -T Detailed Financials Revenue and Expenses Total Revenue $61,221,255 $40,407,318 $37,185,505 Total Expenses $59,899,091 $53,466,411 $51,048,417 Revenue Sources Foundation and Corporation Contributions Government Contributions $0 $0 $0 Federal State Local Unspecified Individual Contributions $19,343,035 $11,991,508 $7,091,126 Indirect Public Support Earned Revenue $30,814,657 $13,642,763 $13,686,698 Investment Income, Net of Losses $4,735,485 ($4,688,469) $1,287,302 Membership Dues $2,128,841 $177, Special Events Revenue In-Kind $2,715,359 $1,965,341 $2,290,424 Other $1,483,878 $17,319,163 $12,829,955 9

10 Expense Allocation Program Expense $52,544,466 $47,023,674 $45,026,398 Administration Expense $3,877,680 $3,497,204 $3,185,151 Fundraising Expense $3,476,945 $2,945,533 $2,836,868 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 88% 88% 88% Fundraising Expense/Contributed Revenue 18% 25% 40% Assets and Liabilities Total Assets $277,324,536 $275,425,119 $287,766,062 Current Assets $39,236,887 $32,666,821 $27,643,991 Long-Term Liabilities $15,200,000 $22,253,867 $22,084,603 Current Liabilities $11,993,013 $4,361,893 $3,813,007 Total Net Assets $250,131,523 $248,809,359 $261,868,452 Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 5% 8% 8% 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 Campaign Purpose To raise funds to build, endow, and support the programs for the Fred W. Smith National Library for the Study of George Washington, which will be opening on September 27, Goal Dates Feb 2010 to June 2013 Amount Raised To Date as of June 2013 Capital Campaign Anticipated in Next 5 Years? State Charitable Solicitaions Permit Permit? Nov 2013 Registration Mar 2014 Comments 10

11 Foundation Comments Donations form "Individuals" may contain Foundation or Corporate support.audit is reconciled to the for FY Created Copyright 2019 The Community Foundation Serving Richmond & Central Virginia 11