Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 8,072,379 | 10,072,234 | 9,355,395 | 9,428,658 | 13,714,167 | 50,642,833 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 8,072,379 | 10,072,234 | 9,355,395 | 9,428,658 | 13,714,167 | 50,642,833 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 21,237,523 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 29,405,310 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 8,072,379 | 10,072,234 | 9,355,395 | 9,428,658 | 13,714,167 | 50,642,833 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,281,850 | 1,311,577 | 1,468,002 | 1,525,358 | 1,609,978 | 7,196,765 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 227,607 | 242,290 | 290,736 | 291,550 | 294,464 | 1,346,647 |
| 11 | Total support. Add lines 7 through 10 | 59,186,245 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2014 AMOUNT: $ 227,607. 2015 AMOUNT: $ 242,290. 2016 AMOUNT: $ 290,736. 2017 AMOUNT: $ 291,550. 2018 AMOUNT: $ 294,464. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4B | IN THE COMMUNITY - IN 2006, THE NATIONAL CONSTITUTION CENTER PARTNERED WITH THE SCHOOL DISTRICT OF PHILADELPHIA AND THE ANNENBERG FOUNDATION TO UNDERTAKE A BOLD EDUCATIONAL EXPERIMENT: THE OPENING OF CONSTITUTION HIGH SCHOOL (CHS), A PUBLIC SCHOOL WITH A FOCUS ON U.S. HISTORY AND DEMOCRACY. SINCE THAT TIME, THE CENTER HAS WORKED CLOSELY WITH THE STUDENTS AND TEACHERS OF CHS TO PROVIDE CURRICULAR MATERIALS, INSTRUCTION, AND PROGRAMMING FOR THE SCHOOL. AMONG ITS MANY INITIATIVES WITH CHS, THE CENTER RUNS A FOUR-PHASE WORKSHOP SERIES TO HELP STUDENTS PARTICIPATING IN NATIONAL HISTORY DAY TO DEVELOP CRITICAL QUESTIONS ABOUT THEIR TOPICS, AND TO HONE THEIR STRATEGIES FOR RESEARCHING AND EXECUTING THEIR PROJECTS. MOST RECENTLY, CHS STUDENTS PARTICIPATED IN THE DEVELOPMENT AND EXECUTION OF OUR POLICING IN A MORE PERFECT UNION PROGRAM-AN INTERACTIVE NEW TRAINING MODULE DESIGNED FOR POLICE OFFICERS WHICH EMPHASIZES THE BILL OF RIGHTS, POLICE LEGITIMACY AND COMMUNITY ENGAGEMENT. THE NATIONAL CONSTITUTION CENTER HOSTS THE ANNUAL CITYWIDE NATIONAL HISTORY DAY COMPETITION FOR PHILADELPHIA. EACH YEAR, THOUSANDS OF MIDDLE AND HIGH SCHOOL STUDENTS AND TEACHERS ACROSS THE UNITED STATES PARTICIPATE IN NATIONAL HISTORY DAY, A YEARLONG EDUCATIONAL PROGRAM THAT CULMINATES IN A NATIONAL CONTEST EVERY JUNE. STUDENTS COMPETE IN A LOCAL CONTEST, THE WINNERS MOVE ON TO A STATE COMPETITION, AND THOSE WINNERS MOVE ON TO THE NATIONAL COMPETITION IN WASHINGTON, D.C. ALONG THE WAY, EVERY PARTICIPANT GAINS FIRST-HAND EXPERIENCE CONDUCTING HISTORICAL RESEARCH AND PRODUCING A DOCUMENTARY, EXHIBIT, ESSAY, PERFORMANCE, OR WEBSITE. POLICING IN A MORE PERFECT UNION WAS CREATED IN 2015 IN PARTNERSHIP WITH PHILADELPHIA POLICE COMMISSIONER CHARLES RAMSEY AND THE PHILADELPHIA POLICE DEPARTMENT. THE PROGRAM IS DESIGNED TO GIVE POLICE RECRUITS AND OFFICERS A HISTORICAL UNDERSTANDING OF THE RIGHTS AND RESTRICTIONS THAT ARE DEFINED IN THE U.S. CONSTITUTION. THE PROGRAM ALSO EXAMINES THE HISTORY OF POLICING IN A DEMOCRATIC SOCIETY, AND PROVIDES A FORUM FOR OFFICERS AND RECRUITS TO DISCUSS THE IMPORTANCE OF THEIR ROLE IN PROTECTING THE RIGHTS OF ALL CITIZENS WITH LOCAL HIGH SCHOOL STUDENTS. THE STUDENTS FROM CONSTITUTION HIGH SCHOOL HAVE BEEN CRITICAL TO THE SUCCESS OF THE PROGRAM. |
| FORM 990, PART III, LINE 4C | THIS YEAR, THE NATIONAL CONSTITUTION CENTER PRESENTED THE LIBERTY MEDAL TO PRESIDENT GEORGE W. BUSH AND MRS. LAURA BUSH FOR THEIR COMMITMENT TO VETERANS. ESTABLISHED IN 1988, THE LIBERTY MEDAL HONORS MEN AND WOMEN OF COURAGE AND CONVICTION WHO STRIVE TO SECURE THE BLESSINGS OF LIBERTY TO PEOPLE AROUND THE GLOBE. AN EVENT THAT BRINGS TOGETHER THE LOCAL COMMUNITY AND IS BELOVED BY AUDIENCES ACROSS THE NATION, THE MEDAL'S ROSTER OF RECIPIENTS INCLUDES MANY OF THE MEN, WOMEN, AND ORGANIZATIONS THAT HAVE SHAPED AND GUIDED THE WORLD THROUGH THE PAST THREE DECADES, INCLUDING NELSON MANDELA, SANDRA DAY O'CONNOR, KOFI ANNAN, MALALA YOUSAFZAI, AND COLIN POWELL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WORKSHEETS ARE PREPARED BY THE VP OF FINANCE IN CONJUNCTION WITH THE PREPARATION OF THE AUDITED FINANCIAL STATEMENTS. THE WORKSHEETS ARE SENT TO THE RETURN PREPARERS (AN INDEPENDENT PUBLIC ACCOUNTING FIRM) TO BE PROCESSED. A DRAFT OF THE 990 IS SENT TO THE ORGANIZATION, THE VP OF FINANCE AND THE COO FOR REVIEW AND APPROVAL. ONCE INTERNAL REVIEW AND APPROVAL IS COMPLETED, THE 990 IS SENT TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE DOCUMENTS AND A CONFERENCE CALL IS SCHEDULED TO DISCUSS THE 990. THE PARTICIPANTS INCLUDE THE MEMBERS OF THE AUDIT COMMITTEE, THE CEO, THE COO, THE VP OF FINANCE AND THE RETURN PREPARERS. THE AUDIT COMMITTEE MODIFIES OR APPROVES THE 990. THE CHAIRMAN OF THE AUDIT COMMITTEE SENDS THE DRAFT TO THE BOARD OF TRUSTEES WITH THE RECOMMENDATION FROM HIM AND THE AUDIT COMMITTEE FOR APPROVAL. THE BOARD OF TRUSTEES HAS ONE WEEK TO COMMENT. ANY COMMENTS FROM THE BOARD ARE CONSIDERED BY THE AUDIT COMMITTEE AND STAFF, AFTER WHICH, IF CHANGES ARE MADE, THE APPROVAL PROCESS IS REPEATED. IF NO CHANGES ARE MADE OR IF NO COMMENTS ARE RECEIVED, THE 990 IS CONSIDERED APPROVED AND IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE NATIONAL CONSTITUTION CENTER HAS A CONFLICT OF INTEREST POLICY. A COPY OF THE POLICY AND THE QUESTIONNAIRE ARE GIVEN TO ALL NEW EMPLOYEES AND NEWLY ELECTED TRUSTEES DURING THEIR ORIENTATION PERIOD. ANNUALLY, THE POLICY AND QUESTIONNAIRE ARE SENT TO ALL TRUSTEES, EMPLOYEES AND VOLUNTEER TRUSTEES, EMPLOYEES AND VOLUNTEERS HAVE ONE MONTH TO COMPLETE THE QUESTIONNAIRE AND SEND THE COMPLETED FORMS BACK TO THE CENTER. THE CHIEF COMPLIANCE OFFICER (CCO) FOLLOWS UP WITH ANY EMPLOYEE WHO FAILED TO SUBMIT HIS/HER FORM. TRUSTEES ARE ALSO SENT REMINDERS; THE CCO AND VP OF FINANCE REVIEW ALL QUESTIONNAIRES TO DETERMINE IF ANY CONFLICTS EXIST. THE RESULTS OF THE ANNUAL QUESTIONNAIRE RESPONSES ARE DISCUSSED WITH THE AUDIT COMMITTEE. SIGNIFICANT CONFLICTS, IF ANY, ARE BROUGHT TO THE COMMITTEE'S ATTENTION. THE AUDIT CHAIRMAN MAKES THE DETERMINATION IF THE CONFLICT IS SIGNIFICANT ENOUGH TO WARRANT FULL BOARD REVIEW. SIGNIFICANT CONFLICTS ARE THEN BROUGHT TO THE BOARD OF TRUSTEES WHO DETERMINES A COURSE OF ACTION BASED UPON THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO OF THE NATIONAL CONSTITUTION CENTER IS HIRED BY THE BOARD OF TRUSTEES. TYPICALLY, A SEARCH COMMITTEE IS FORMED TO CONDUCT THE SEARCH PROCESS. ADDITIONALLY, A PROFESSIONAL EXECUTIVE SEARCH FIRM IS ALSO ENGAGED TO FACILITATE THE SEARCH PROCESS. THIS COMMITTEE IS A TEMPORARY SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE AND INCLUDES THE CHAIRMAN OF THE EXECUTIVE COMMITTEE, APPOINTED TRUSTEES AND APPROPRIATE STAFF (IE COO). ONCE A CEO HAS BEEN IDENTIFIED, A CONTRACT IS PREPARED BY THE CENTER'S GENERAL COUNSEL. THE SEARCH COMMITTEE, WHO ACTS AS THE CENTER'S "INDEPENDENT PERSONS" RECOMMENDS THE CEO'S COMPENSATION BASED ON THE FOLLOWING CRITERIA: COMPARABLE DATA - WHAT WAS THE FORMER CEO'S COMPENSATION AND WHAT ARE LIKE ORGANIZATIONS CEO'S COMPENSATION. CONTEMPORANEOUS SUBSTANTIATION - DATA IS COLLECTED AND DOCUMENTED DURING THIS PROCESS. THE CEO'S CONTRACT, WHICH INCLUDES COMPENSATION, IS PRESENTED TO THE EXECUTIVE COMMITTEE BY THE SEARCH COMMITTEE. IN EXECUTIVE SESSION THE CONTRACT IS APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN PRESENTS THE CONTRACT TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. COMPENSATION PROCEDURE FOR TOP MANAGEMENT: THE CEO AND THE COO HIRE THE ORGANIZATION'S TOP MANAGEMENT TEAM. THE NATIONAL CONSTITUTION CENTER HIRED A CONSULTANT TO DEVELOP A SALARY ADMINISTRATION PROGRAM WHICH IS BROKEN DOWN INTO POSITION LEVELS WITH CORRESPONDING SALARY RANGES. COMPENSATION IS DETERMINED BY A POTENTIAL EMPLOYEE'S QUALIFICATIONS AND REFERRING TO THE APPROPRIATE POSITION LEVEL WITHIN THE SALARY ADMINISTRATION PROGRAM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE NATIONAL CONSTITUTION CENTER MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSE -110,000. |
| Software ID: | |
| Software Version: |