Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and 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)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 5,089,015 | 4,962,186 | 7,776,100 | 5,300,647 | 8,312,043 | 31,439,991 |
| 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 | 5,089,015 | 4,962,186 | 7,776,100 | 5,300,647 | 8,312,043 | 31,439,991 |
| 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) .. | 22,361,698 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 9,078,293 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 5,089,015 | 4,962,186 | 7,776,100 | 5,300,647 | 8,312,043 | 31,439,991 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 361,459 | 299,829 | 208,844 | 175,759 | 251,494 | 1,297,385 |
| 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.).. | 14,649 | 2,383 | 12,629 | 920,403 | 46,028 | 996,092 |
| 11 | Total support. Add lines 7 through 10 | 33,733,468 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, 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 2022. 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 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE AS CALCULATED PER SCHEDULE A FOR 2022 IS 26.91%, WHICH MEETS THE 10% SUPPORT TEST. THE ORGANIZATION PROVIDES FACILITIES OR SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS. THE ORGANIZATION MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY. THE ORGANIZATION SOLICITS DUES-PAYING MEMBERS IN A WAY DESIGNED TO ENROLL A SUBSTANTIAL NUMBER OF PERSONS IN THE COMMUNITY AREA. THE ORGANIZATION MAKES MEMBERSHIP AVAILABLE TO A BROAD CROSS SECTION OF THE INTERESTED PUBLIC. THE ACTIVITIES OF THE ORGANIZATION ARE LIKELY TO APPEAL TO PERSONS WITH BROAD COMMON INTERESTS OR PURPOSES. |
| Return Reference | Explanation |
|---|
| 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 VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEWED THE 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS UPDATED ANNUALLY WITH BOARD MEMBERS REQUIRED TO LIST CONFLICTS. BOARD MEMBERS ARE NOT ALLOWED A VOTE REGARDING AREAS WITH WHICH THERE IS A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE EVALUATED THE CEO AND DIRECTOR IN 2021 AND REVIEWED SALARY COMP BOOKS AND MADE A DETERMINATION BASED UPON PERFORMANCE AND INDUSTRY COMPARABLES. THE CEO AND DIRECTOR EVALUATES KEY EMPLOYEES ANNUALLY AND REVIEWS SALARY COMP BOOKS TO MAKE A DETERMINATION BASED UPON PERFORMANCE AND POSITION COMPARABLES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | BUILDING MAINTENANCE: PROGRAM SERVICE EXPENSES 148,069. MANAGEMENT AND GENERAL EXPENSES 4,411. FUNDRAISING EXPENSES 2,941. TOTAL EXPENSES 155,421. EVENTS AND PUBLIC PROGRAMMING: PROGRAM SERVICE EXPENSES 80,591. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 63,577. TOTAL EXPENSES 144,168. MUSEUM STORE EXPENSES: PROGRAM SERVICE EXPENSES 109,616. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,616. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 82,806. MANAGEMENT AND GENERAL EXPENSES 8,536. FUNDRAISING EXPENSES 17,494. TOTAL EXPENSES 108,836. PRINTING: PROGRAM SERVICE EXPENSES 62,346. MANAGEMENT AND GENERAL EXPENSES 2,538. FUNDRAISING EXPENSES 20,384. TOTAL EXPENSES 85,268. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 28,175. MANAGEMENT AND GENERAL EXPENSES 16,595. FUNDRAISING EXPENSES 3,898. TOTAL EXPENSES 48,668. GIFTS AND CONTRIBUTIONS: PROGRAM SERVICE EXPENSES 399. MANAGEMENT AND GENERAL EXPENSES 45,350. FUNDRAISING EXPENSES 1,259. TOTAL EXPENSES 47,008. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 26,604. MANAGEMENT AND GENERAL EXPENSES 8,775. FUNDRAISING EXPENSES 10,939. TOTAL EXPENSES 46,318. MEALS: PROGRAM SERVICE EXPENSES 1,917. MANAGEMENT AND GENERAL EXPENSES 8,290. FUNDRAISING EXPENSES 17,344. TOTAL EXPENSES 27,551. CONCEPTUAL LAND USE: PROGRAM SERVICE EXPENSES 23,104. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,104. EDUCATIONAL PROGRAMS: PROGRAM SERVICE EXPENSES 20,276. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,276. OTHER MAINTENANCE: PROGRAM SERVICE EXPENSES 9,595. MANAGEMENT AND GENERAL EXPENSES 615. FUNDRAISING EXPENSES 202. TOTAL EXPENSES 10,412. BRIDAL ROOM SUPPLIES: PROGRAM SERVICE EXPENSES 3,704. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 756. TOTAL EXPENSES 4,460. CONSULTANTS: PROGRAM SERVICE EXPENSES 1,225. MANAGEMENT AND GENERAL EXPENSES 1,600. FUNDRAISING EXPENSES 1,450. TOTAL EXPENSES 4,275. LODGING: PROGRAM SERVICE EXPENSES 724. MANAGEMENT AND GENERAL EXPENSES 1,774. FUNDRAISING EXPENSES 1,072. TOTAL EXPENSES 3,570. RESEARCH & REFERENCE BOOKS: PROGRAM SERVICE EXPENSES 431. MANAGEMENT AND GENERAL EXPENSES 521. FUNDRAISING EXPENSES 486. TOTAL EXPENSES 1,438. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| FORM 990, PART VII, SECTION A, LINE 1(A) | REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS: THE PAYMENTS LISTED IN COLUMN E, REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS, INCLUDES PAYMENTS TO INDIVIDUALS THAT WERE PAID BY THE GLASS-GLEN BURNIE FOUNDATION. THE GLASS-GLEN BURNIE FOUNDATION IS LISTED AS A RELATED ORGANIZATION ON SCHEDULE R. |
| SCHEDULE O - ADDITIONAL INFORMATION | IN-KIND RENTAL OF THE HEXAGON HOUSE: THE MUSEUM (PROPERTY MANAGER) ENTERED INTO A SUBLEASE AGREEMENT WITH THE NON-PROFIT ORGANIZATIONS PRESERVATION OF HISTORIC WINCHESTER (LESSEE) AND THE SHENANDOAH ARTS COUNCIL (LESSEE) FOR THE RENTAL OF THE RESIDENCE KNOWN AS THE HEXAGON HOUSE. THE HEXAGON HOUSE IS OWNED BY THE GLASS-GLEN BURNIE FOUNDATION. THE MUSEUM HAS VALUED THE IN-KIND RENTAL OF THE HOUSE FOR FY 2023, AT $30,000. THIS VALUE INCLUDES CONSIDERATION OF THE SQUARE-FOOT RENTAL VALUE AND THE MUSEUM'S OBLIGATION UNDER THE LEASE TO PROVIDE YEAR-ROUND GROUNDS MAINTENANCE INCLUDING MOWING AND SNOW REMOVAL, WATER AND SEWER SERVICE, INSURANCE, TAXES AND STRUCTURAL MAINTENANCE. |
| SCHEDULE O - ADDITIONAL INFORMATION | FREE GENERAL ADMISSIONS: AS PART OF THE MSV'S ONGOING COMMITMENT TO SERVE THE COMMUNITY IN WHICH IT OPERATES, THE MUSEUM OFFERS FREE ADMISSION ON WEDNESDAYS (4,272 SERVED); YEAR-ROUND FREE GALLERY ADMISSION TO AGES 12 AND UNDER (1,239 SERVED); AND IN THE MUSEUM FOR ALL FREE-ADMISSION PROGRAM (408 SERVED). BETWEEN MEMORIAL DAY AND LABOR DAY, THE MSV PARTICIPATES IN THE BLUE STAR MUSEUMS PROGRAM PROVIDING FREE ADMISSION TO ACTIVE MILITARY PERSONNEL AND THEIR FAMILIES (613 SERVED). IN ADDITION, THE MSV PROVIDES FREE ADMISSION TO ITS LANDSCAPES VIA ROSE HILL PARK AND THE TRAILS AT THE MSV. DURING FY 2023, 125,506 PEOPLE ENJOYED THE MSV'S FREE-ADMISSION PARKS AND WALKING TRAILS (ROSE HILL PARK AND THE TRAILS AT THE MSV). THE MSV ENDED FY 2023 WITH VISITATION OF 199,936 AND 3,817 MEMBERSHIP HOUSEHOLDS. |
| SCHEDULE O - ADDITIONAL INFORMATION | DONOR PRIVACY POLICY: THE MUSEUM OF THE SHENANDOAH VALLEY (MSV) IS COMMITTED TO RESPECTING THE PRIVACY OF DONORS. THE TYPES OF DONOR INFORMATION THAT IT COLLECTS AND MAINTAINS ARE AS FOLLOWS: CONTACT INFORMATION TO INCLUDE NAME, ADDRESS, TELEPHONE NUMBER AND EMAIL ADDRESS; GIVING INFORMATION INCLUDING INFORMATION ON EVENTS ATTENDED, PUBLICATIONS RECEIVED AND SPECIAL REQUESTS FOR PROGRAM INFORMATION; AND INFORMATION PROVIDED BY THE DONOR IN THE FORM OF COMMENTS AND SUGGESTIONS. THE MSV USES DONORS' INFORMATION TO UNDERSTAND THEIR INTERESTS IN ITS MISSION AND TO UPDATE THEM ON THE ORGANIZATION'S PLANS AND ACTIVITIES. THIS INFORMATION IS SHARED WITH STAFF, BOARD MEMBERS, VOLUNTEERS AND CONSULTANTS ONLY ON A "NEED-TO-KNOW" BASIS. THE ORGANIZATION ALSO ASSURES DONORS THAT THEIR NAMES AND ADDRESSES WILL NOT BE SHARED WITH ANY THIRD PARTY UNLESS PERMISSION HAS BEEN GRANTED. FOR INFORMATION, PLEASE CONTACT SENIOR DIRECTOR OF INSTITUTIONAL ADVANCEMENT LAURA WILEY AT LWILEY@THEMSV.ORG OR 540-662-1473, EXT. 217. |
| Software ID: | |
| Software Version: |