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 12/2021, George Washington's Mount Vernon employed 614 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 12/2020, George Washington's Mount Vernon generated $38.8m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.1%) each year. All expenses for the organization totaled $39.9m during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (3.0%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, George Washington's Mount Vernon has awarded 22 individual grants totaling $1,606,271. 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
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:
Part 3 - Line 4a
EDUCATION:DURING A TUMULTUOUS YEAR FOR EDUCATION NATIONWIDE, MOUNT VERNON PROVIDED STEADY SUPPORT FOR STRONG AND RENEWED CIVIC EDUCATION INITIATIVES TO ENSURE GEORGE WASHINGTON WAS A PART OF CIVIL DISCUSSIONS IN CLASSROOMS EVERYWHERE. WE HAVE BEEN ABLE TO HELP TEACHERS AND SCHOLARS USE HISTORY AND THE LEGACY OF GEORGE WASHINGTON TO MAKE SENSE OF THE CIVIC LANDSCAPE THEY NAVIGATE WITH THEIR STUDENTS AND WITH THE PUBLIC.AFTER A QUICK PIVOT IN 2020 TO SUPPORT VIRTUAL CLASSROOMS, 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. WE INTRODUCED A NEW ORIENTATION FILM THAT OUTLINES THE BREADTH OF OPPORTUNITIES AVAILABLE DURING A VISIT TO MOUNT VERNON. THIS NINE-MINUTE FILM PLAYS ON A CONTINUOUS LOOP TO ENSURE VISITORS LEAVE WITH THE CONFIDENCE TO EXPLORE OUR EXPANSIVE GROUNDS ON THEIR OWN. THE FILM INTRODUCES VIEWERS TO ACTIVITIES ON THE FARM AND WHARF, THE UNIQUE NATURE OF OUR GARDENS, AND THE MULTITUDE OF STORIES TOLD IN THE MUSEUM. WE ALSO ADDED A FREE AUDIO TOUR WITH ADMISSION, WHICH INCLUDES HOURS OF CONTENT, ON HANDHELD DEVICES THAT IS UPDATED WITH SEASONAL CONTENT. AUDIO TOUR CONTENT IS ALSO AVAILABLE ON MOUNT VERNON'S MOBILE WEBSITE, WHICH HAS BUILT-IN ACCESSIBILITY FEATURES, LIKE TEXT TRANSCRIPTION FOR EACH STOP, ENSURING GREATER ACCESS TO LEARNING OPPORTUNITIES FOR EVERY USER.WE WORKED WITH THE COMMONWEALTH OF VIRGINIA ON THE VIRGINIA DECLARATION OF LEARNING INITIATIVE, SERVING AS THE LEAD INSTITUTION AND HOSTING SITE IN 2021. MOUNT VERNON USED ITS REMARKABLE MATERIAL CULTURE COLLECTION AS A TOOL FOR INSTRUCTING CIVICS ALONGSIDE PARTNER INSTITUTIONS TO MERGE THE BEST OF OUR TRADITIONAL TEACHER PROFESSIONAL DEVELOPMENT PROGRAM WITH AN INTERDISCIPLINARY APPROACH ACROSS THE STATE WITH LIBRARIANS, ART TEACHERS, AND HISTORY EDUCATORS. OUR WORK WAS NOT LIMITED TO THE LOCAL NEIGHBORHOOD. WE RETOOLED OUR TEACHER FELLOWSHIP PROGRAM TO CENTER THE TEACHER-CREATED MATERIALS ON GEORGE WASHINGTON'S CIVIC CONTRIBUTIONS. EACH OF THE NINE LESSONS CO-CREATED BY THESE FIVE FELLOWS ELEVATED THE LEADERSHIP CONTRIBUTIONS OF GEORGE WASHINGTON, WITH INSPIRATION FOR STUDENTS TO ENGAGE IN THE COMPLEXITIES OF OUR NATION'S HISTORY. TOPICS INCLUDED FORMING THE CABINET, WASHINGTON'S CHARACTER STRENGTHS AND HIS DECISION TO BECOME A PATRIOT, MEMORIALIZING WASHINGTON, NATIVE AMERICAN POLICY, WASHINGTON AS A SLAVE OWNER, AND THE LEGACY OF THE MOUNT VERNON LADIES' ASSOCIATION.
HISTORIC PRESERVATION AND COLLECTIONS:IN 2021, THE ARCHITECTURE TEAM COMPLETED PAINT REMOVAL, REPAIRS, DOCUMENTATION, PAINTING, AND SAND-CASTING OF THE MANSION'S NORTH AND SOUTH ENDSTHE SECOND PHASE OF A THREE-PHASE PROJECT. ON BOTH ENDS, THE TEAM FOUND SAMPLES OF ORIGINAL PAINT, FURTHER CORROBORATING THE STONE COLOR OF THE ORIGINAL EXTERIOR. IN ADDITION, THE SOUTH END RESTORATION REVEALED EVIDENCE THAT THE TWO WINDOWS OF THE WASHINGTONS' BEDCHAMBER HAD BEEN RAISED SLIGHTLY WHEN BUSHROD WASHINGTON ADDED A TWO-STORY PORCH IN THE EARLY 19TH CENTURY; THESE WERE CAREFULLY RESTORED AND RETURNED TO THEIR ORIGINAL LOCATIONS, COMPLETE WITH PRECISE REPRODUCTIONS OF THE ORIGINAL WOODEN SASH PULLIES. THE ASSOCIATION WAS AFFORDED AN EXTRAORDINARY OPPORTUNITY TO PURCHASE THE LARGEST COLLECTION OF GEORGE AND MARTHA WASHINGTON OWNED OBJECTS REMAINING IN PRIVATE HANDS. AT A TRYING MOMENT, MANY OF MOUNT VERNON'S CLOSEST FRIENDS RALLIED TOGETHER TO SECURE THIS LANDMARK ACQUISITION. NEARLY 100 OBJECTS IN THIS COLLECTION REPRESENT A REMARKABLE ARRAY OF TREASURED POSSESSIONS, FROM JEWELRY AND CLOTHING TO PRESIDENTIAL PORCELAINS AND FRAGILE GLASSWARE. THE ASSEMBLAGE COMES TO MOUNT VERNON WITH IMPECCABLE PROVENANCE, DESCENDING TO THE SELLER THROUGH THE PETER FAMILY OF TUDOR PLACE IN GEORGETOWN. MARTHA PARKE CUSTIS PETER, MARTHA WASHINGTON'S GRANDDAUGHTER, AND HER HUSBAND, THOMAS PETER, ACQUIRED MOST OF THE OBJECTS EITHER AS GIFTS FROM THE WASHINGTONS OR AT A SERIES OF SALES AFTER MRS. WASHINGTON'S DEATH.MOUNT VERNON ACQUIRED A GROUND PENETRATING RADAR UNIT (GPR), A DIGITAL TECHNOLOGY THAT ALLOWS ARCHAEOLOGISTS TO "SEE" SUB-SURFACE FEATURES WITHOUT DISTURBING THEM. INITIAL GPR SURVEYS HAVE REVEALED A WEALTH OF NEW INFORMATION ABOUT THE CULTURAL LANDSCAPEINCLUDING AN EXTENSIVE NETWORK OF DRAINS THAT CONVEYED RAINWATER FROM THE MANSION DOWNSPOUTS TO THE DUNG REPOSITORY, INGENIOUSLY SUPPORTING THE PRODUCTION OF COMPOST. NOTABLE FINDINGS OF IN-GROUND SURVEYS INCLUDE A 1775 GEORGE III HALF-PENNY AND A FRAGMENTARY 1713 JOHN CUSTIS WINE SEALPRESUMABLY FROM A BOTTLE BROUGHT HERE BY MARTHA DANDRIDGE CUSTIS WHEN SHE ARRIVED AS A BRIDE IN 1759.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Douglas Bradburn President/ceo | Officer | 40 | $358,520 |
Philip L Manno Chief Financial Officer | Officer | 40 | $257,214 |
Joseph A Bondi SVP Development | Officer | 40 | $247,666 |
Kevin Butterfield Executive Dir. Washington Library | Officer | 40 | $184,116 |
Susan Schoelwer Exec. Dir. Of Hpc & Rhs Sr. Curator | Officer | 40 | $183,799 |
Berend Oltmans Director Of It | 40 | $169,321 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Cdr Fundraising Group Direct Mail Fundraising Services | 12/30/21 | $1,151,248 |
Electrosonic Inc Av Support | 12/30/21 | $545,832 |
Mana Construction Limited Partnership Gen. Construct. & Maint. Support | 12/30/21 | $439,802 |
Fireline Corporation Fire System Install & Maintenance | 12/30/21 | $433,258 |
Kolas Contracting Inc Painting And Maintenance Support | 12/30/21 | $385,180 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $1,629,934 |
Fundraising events | $844,558 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $18,452,784 |
Noncash contributions included in lines 1a–1f | $7,866,067 |
Total Revenue from Contributions, Gifts, Grants & Similar | $20,927,276 |
Total Program Service Revenue | $3,758,080 |
Investment income | $7,290,243 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $68,109 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $3,422,222 |
Net Income from Fundraising Events | -$39,691 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $3,032,817 |
Miscellaneous Revenue | $0 |
Total Revenue | $38,819,933 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $93,204 |
Grants and other assistance to domestic individuals. | $126,333 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $1,209,082 |
Compensation of current officers, directors, key employees. | $314,843 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $14,324,251 |
Pension plan accruals and contributions | $205,107 |
Other employee benefits | $2,071,519 |
Payroll taxes | $1,190,265 |
Fees for services: Management | $0 |
Fees for services: Legal | $73,451 |
Fees for services: Accounting | $58,910 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $176,950 |
Fees for services: Investment Management | $93,157 |
Fees for services: Other | $2,041,626 |
Advertising and promotion | $635,089 |
Office expenses | $3,463,130 |
Information technology | $337,191 |
Royalties | $0 |
Occupancy | $4,263,108 |
Travel | $86,338 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $17,638 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $4,924,330 |
Insurance | $270,999 |
All other expenses | $102,865 |
Total functional expenses | $39,858,203 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $451,229 |
Savings and temporary cash investments | $21,699,771 |
Pledges and grants receivable | $20,606,061 |
Accounts receivable, net | $1,483,504 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $3,666,849 |
Prepaid expenses and deferred charges | $2,711,892 |
Net Land, buildings, and equipment | $80,804,981 |
Investments—publicly traded securities | $202,275,917 |
Investments—other securities | $4,402,781 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $3,942,375 |
Total assets | $342,045,360 |
Accounts payable and accrued expenses | $2,251,801 |
Grants payable | $0 |
Deferred revenue | $270,176 |
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 | $1,875,000 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $8,716,461 |
Total liabilities | $28,113,438 |
Net assets without donor restrictions | $131,925,105 |
Net assets with donor restrictions | $182,006,817 |
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 | $342,045,360 |
Over the last fiscal year, Mount Vernon Ladies Association Of The Union has awarded $40,000 in support to 2 organizations.
Grant Recipient | Amount |
---|---|
Charlottesville, VA PURPOSE: PAPERS OF GEORGE WASHINGTON | $25,000 |
Accokeek, MD PURPOSE: PROTECTION OF VIEWSHED | $15,000 |
Over the last fiscal year, we have identified 1 grants that Mount Vernon Ladies Association Of The Union has recieved totaling $10,000.
Awarding Organization | Amount |
---|---|
The Huether Foundation Inc Phoenix, MD PURPOSE: UNRESTRICTED | $10,000 |
Beg. Balance | $207,616,880 |
Earnings | $28,801,261 |
Net Contributions | $2,505,281 |
Other Expense | $7,682,441 |
Ending Balance | $231,240,981 |
Organization Name | Assets | Revenue |
---|---|---|
Colonial Williamsburg Foundation Williamsburg, VA | $1,685,638,784 | $164,089,192 |
National Trust For Historic Preservation In The United States Washington, DC | $455,813,133 | $75,204,166 |
Mount Vernon Ladies Association Of The Union Mount Vernon, VA | $342,045,360 | $38,819,933 |
National Society Of The Daughters Of The American Revolution Washington, DC | $207,089,115 | $26,508,264 |
Heritage South Community Cu Shelbyville, TN | $308,780,084 | $17,719,881 |
Hillwood Estate Museum & Gardens Washington, DC | $379,536,354 | $20,308,723 |
Bell Tower Green Inc Salisbury, NC | $2,054,412 | $2,539,569 |
Army Historical Foundation Inc Fort Belvoir, VA | $16,487,331 | $17,384,969 |
Virginia Historical Society Richmond, VA | $152,846,402 | $30,481,870 |
United States Foundation For The Commemoration Of The World Wars Arlington, VA | $17,191,453 | $4,408,831 |
Victims Of Communism Memorial Foundation Inc Washington, DC | $17,153,978 | $4,238,783 |
Us Navy Memorial Foundation Washington, DC | $3,731,955 | $5,647,232 |