Mount Vernon Ladies Association Of The Union, operating under the name George Washington's Mount Vernon, is located in Mount Vernon, VA. The organization was established in 1938. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2022, George Washington's Mount Vernon employed 661 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. George Washington's Mount Vernon is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, George Washington's Mount Vernon generated $62.3m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.2% each year. All expenses for the organization totaled $50.6m during the year ending 12/2022. While expenses have increased by 0.7% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, George Washington's Mount Vernon has awarded 24 individual grants totaling $1,646,271. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON AND EDUCATE VISTORS ABOUT HIS LIFE.
Describe the Organization's Program Activity:
EDUCATION:WITH THE RETURN OF IN-PERSON INSTRUCTION NATIONWIDE, MOUNT VERNON CONTINUED TO PROVIDE A SUPPORTIVE SPACE FOR CIVIC ENGAGEMENT AND DISCOURSE AMONG TEACHERS AND STUDENTS AS THEY NAVIGATED ANOTHER TUMULTUOUS YEAR AND LOOKED TO GEORGE WASHINGTON'S LEGACY AND THE 18TH CENTURY HISTORY FOR INSPIRATION AND INFORMATION.2022 MARKED THE RETURN OF THE SUMMER RESIDENTIAL PROGRAM FOR THE FIRST TIME SINCE 2019. OVER THE COURSE OF SIX WEEKS IN THE SUMMER OF 2022, WE WELCOMED TEACHERS FROM ACROSS THE COUNTRY TO MOUNT VERNON IN PERSON WHERE THEY STROLLED THE GROUNDS, HAD BEHIND-THE-SCENES EXPERIENCES, AND BUILT LASTING RELATIONSHIPS AS THEY EXPLORED THE HOME TO WHICH GEORGE WASHINGTON FELT SO CONNECTED. EACH WEEK, TEACHERS WERE IMMERSED IN A SAFE, FUN, AND INTELLECTUALLY STIMULATING ENVIRONMENT AS THEY STAYED IN HISTORIC OLD TOWN ALEXANDRIA, VIRGINIA, AND RECEIVED VIP EXPERIENCES AT AFFILIATED HISTORY AND CIVIC INSTITUTIONS IN THE DC METRO AREA. ATTENDEES DEVELOPED RELATIONSHIPS AND PROFESSIONAL LEARNING COMMUNITIES WITHIN THEIR COHORT, AND PARTICIPANTS CONTINUE TO ENGAGE WITH EACH OTHER AND MOUNT VERNON STAFF LONG AFTER THE PROGRAMS CONCLUDED.NEW TOPICS SUCH AS THE OPPORTUNITIES AND CHALLENGES OF RETURNING TO IN-PERSON LEARNING WERE WOVEN INTO DISCUSSIONS, AND TEACHERS ALSO ENGAGED IN DEEP CONVERSATIONS WITH VISITING SCHOLARS THAT CONNECTED EVENTS OF THE PAST WITH UNIQUE OBSTACLES FACING STUDENTS IN SCHOOLS TODAY.WE CONTINUED TO BUILD FROM THE SUCCESSES OF PRIOR NATIONAL DIGITAL INSTITUTES AND SYMPOSIUMS FOR TEACHERS. UNIQUE WEBSITES FOR EACH WEEK ALLOWED FOR EASIER DISSEMINATION OF INFORMATION AND COLLABORATION. OUR ANNUAL TWO-DAY DIGITAL SYMPOSIUM CENTERED ON WOMEN OF THE 18TH CENTURY WITH A FOCUS ON MARTHA WASHINGTON AND THE NEW EDITED VOLUME OF HER PAPERS PUBLISHED IN 2022. THIS FREE SYMPOSIUM SERVED TEACHERS NATIONWIDE AND PROVIDED INCLUSIVE CONTENT, CLASSROOM APPLICATIONS, AND A PROGRAM-DEDICATED WEBSITE.WITHIN THE CLASSROOM WE CONTINUE TO UTILIZE OUR DIGITAL DISTANCE LEARNING PROGRAM AND RESOURCES ASSOCIATED WITH THE BE WASHINGTON INTERACTIVE GAME CONTINUE TO GROW IN POPULARITY AND RELEVANCE TO CIVICS AND HISTORY CLASSROOMS. THE WHISKEY REBELLION SCENARIO REMAINS OUR MOST POPULAR, ONE EASILY ADAPTED TO CIVIC DISCUSSIONS IN THE CLASSROOM AS IT DEFTLY (WITH HISTORICAL CONTEXT) INTRODUCES THE CAREFUL BALANCE THAT MUST BE STRUCK BETWEEN NATIONAL AND STATE GOVERNMENTS TO ACHIEVE THE ARTFUL BALANCE OF FEDERALISM.ON A LOCAL SCALE WE INITIATED THE MOUNT VERNON STUDENT ADVISORY BOARD TO PROVIDE LEADERSHIP OPPORTUNITIES AND ENGAGEMENT WITH LOCAL STUDENTS FROM THE WASHINGTON DC, VIRGINIA AND MARYLAND AREA BY INVITING THEM TO SHARE THEIR PERSPECTIVES AND IDEAS ON HOW TO MAKE INSTITUTIONAL AND PROGRAMMATIC CHANGES TO ENGAGE AND EDUCATE MODERN YOUTH AND FAMILY VISITORS ON MOUNT VERNON AND GEORGE WASHINGTON'S LEGACY.
HISTORIC PRESERVATION AND COLLECTIONS:IN 2022, THE ARCHITECTURE TEAM BEGAN THE EXTERIOR RESTORATION OF THE EAST ELEVATION OF THE MANSION AND PIAZZA. IN ADDITION TO PAINT REMOVAL, DOCUMENTATION, PAINTING, AND SANDCASTING, THE TEAM COMPLETED EXTENSIVE REPAIRS TO THE PIAZZA COLUMNS AND ENTABLATURE. STAFF WERE PLEASED TO FIND EVIDENCE OF SURVIVING 18TH-CENTURY PAINT ON THE UPPER SOUTHEAST PORTION OF THE ELEVATION. IN PREPARATION FOR EXPANDING THE MECHANICAL SYSTEMS BUNKER AS PART OF THE MANSION REVITALIZATION PROJECT, THE ARCHAEOLOGY TEAM COMPLETED EXCAVATIONS IN THE GROVE NORTH OF THE MANSION, RECOVERING THOUSANDS OF ARTIFACTS, SOME DATING AS FAR BACK AS 6,000 YEARS.THE NEW TOMB WAS RESTORED BY INSTALLING VENTS TO IMPROVE THE AIR CIRCULATION, WATERPROOFING THE ROOF TO RESIST MOISTURE INFILTRATION, REPAIRING THE WOODEN RAFTERS AND REPLASTERING THE VESTIBULE. DAMAGING MORTAR WAS REMOVED FROM THE STRUCTURE'S FAADE AND SURROUNDING BRICK WALLS AND REPLACED WITH APPROPRIATE MORTAR. THE CURATORIAL TEAM FACILITATED THE REINSTALLATION OF THE FINE AND DECORATIVE ARTS COLLECTION IN A NEW PERMANENT EXHIBITION, MOUNT VERNON: THE STORY OF AN AMERICAN ICON. WITH MORE THAN 500 OBJECTS, THE EXHIBIT SHOWCASES MOUNT VERNON'S UNPARALLELED HOLDINGS OF ORIGINAL WASHINGTON OBJECTS. IN THE MANSION FOLLOWING EXTENSIVE NEW RESEARCH, THE LAFAYETTE ROOM RECEIVED AN ARCHITECTURAL REFRESH AND COMPLETE CURATORIAL RESTORATION INSTALLING WALLPAPER REPRODUCED FROM PATTERNS AVAILABLE TO THE WASHINGTONS IN THE LATE 18TH CENTURY.
ACQUISITIONS:IN 2022, MOUNT VERNON WAS AFFORDED AN EXTREMELY RARE OPPORTUNITY TO ACQUIRE ANOTHER SIGNIFICANT COLLECTION OF APPROXIMATELY 90 WASHINGTON OBJECTS FROM A PRIVATE COLLECTION DESCENDED THROUGH MARTHA (PATSY) PARKE CUSTIS PETER, MARTHA WASHINGTON'S GRANDDAUGHTER. EACH OF THESE ITEMS HAS A METICULOUS PROVENANCE RECORDED BY THE FAMILY. THIS EXTRAORDINARY ASSEMBLAGE INCLUDES 45 PIECES OF PORCELAIN INCLUDING THOSE USED IN THE FIRST PRESIDENTIAL HOUSEHOLD; A REMARKABLE EXAMPLE OF MARTHA WASHINGTON'S ICONIC SHELL-PATTERNED CUSHION; A 1785 FRENCH CHESS SET; RARE SURVIVING EXAMPLES OF GLASSWARE; AND FRAGILE TEXTILE FRAGMENTS. OBTAINING AN AGREEMENT TO PURCHASE THE COLLECTION IN THREE PARTS, THE FIRST GROUP OF OBJECTS WAS ACQUIRED IN THE 4TH QUARTER OF 2022.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Margaret Hartman Nichols Regent | OfficerTrustee | 20 | $0 |
Andrea Notman Sahin Secretary | OfficerTrustee | 20 | $0 |
Anne Neal Petri Treasurer | OfficerTrustee | 20 | $0 |
Sarah Seaman Alijani Vice Regent | Trustee | 10 | $0 |
Mary Lang Bishop Vice Regent | Trustee | 10 | $0 |
Ann Haunschild Bookout Vice Regent | Trustee | 10 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Cdr Fundraising Group Direct Mail Fundraising Services | 12/30/22 | $1,354,289 |
Mesick Cohen Wilson Baker Architects Llp Architecture, Constr. & Main. Support | 12/30/22 | $1,297,722 |
Mana Construction Limited Partnership Gen. Construction And Maint. Support | 12/30/22 | $931,380 |
Kolas Contracting Inc Painting And Maintenance Support | 12/30/22 | $587,744 |
Solid Light Inc Constru. Planning & Design Support | 12/30/22 | $432,278 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $2,138,679 |
Fundraising events | $1,341,937 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $26,261,453 |
Noncash contributions included in lines 1a–1f | $4,519,755 |
Total Revenue from Contributions, Gifts, Grants & Similar | $29,742,069 |
Total Program Service Revenue | $15,005,474 |
Investment income | $7,614,852 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $118,624 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | -$119,656 |
Net Income from Fundraising Events | $107,049 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $8,905,889 |
Miscellaneous Revenue | $0 |
Total Revenue | $62,315,604 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $56,675 |
Grants and other assistance to domestic individuals. | $242,600 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $1,637,131 |
Compensation of current officers, directors, key employees. | $376,829 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $16,908,021 |
Pension plan accruals and contributions | $1,204,105 |
Other employee benefits | $1,387,403 |
Payroll taxes | $1,442,927 |
Fees for services: Management | $0 |
Fees for services: Legal | $48,459 |
Fees for services: Accounting | $69,146 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $181,600 |
Fees for services: Investment Management | $102,385 |
Fees for services: Other | $3,293,834 |
Advertising and promotion | $995,918 |
Office expenses | $5,533,635 |
Information technology | $469,667 |
Royalties | $0 |
Occupancy | $8,455,978 |
Travel | $435,324 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $57,036 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $4,625,665 |
Insurance | $274,412 |
All other expenses | $0 |
Total functional expenses | $50,623,277 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $3,534,479 |
Savings and temporary cash investments | $25,422,310 |
Pledges and grants receivable | $14,422,975 |
Accounts receivable, net | $1,630,350 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $2,182,595 |
Prepaid expenses and deferred charges | $330,818 |
Net Land, buildings, and equipment | $75,135,860 |
Investments—publicly traded securities | $201,162,198 |
Investments—other securities | $4,975,986 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $3,849,951 |
Total assets | $332,647,522 |
Accounts payable and accrued expenses | $4,050,322 |
Grants payable | $0 |
Deferred revenue | $363,596 |
Tax-exempt bond liabilities | $15,000,000 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $3,128,232 |
Total liabilities | $22,542,150 |
Net assets without donor restrictions | $134,877,119 |
Net assets with donor restrictions | $175,228,253 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $332,647,522 |
Over the last fiscal year, Mount Vernon Ladies Association Of The Union has awarded $40,000 in support to 2 organizations.
Grant Recipient | Amount |
---|---|
UNIVERSITY OF VIRGINIA PURPOSE: PAPERS OF GEORGE WASHINGTON | $25,000 |
ACCOKEEK FOUNDATION PURPOSE: PROTECTION OF VIEWSHED | $15,000 |