2024-01-22T08:22:40-06:00 2023-03-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-04-01 541426643 American Battlefield Trust AMER 2023671861 1156 15th Street NW 900 Washington DC 20005 Mark Borcherding CFO 2023671861 2024-01-22 1 Mark Borcherding 999009999 1 Yong Zhang CPA P01249785 7038930300 2024-01-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Civil War Trust David Duncan 1156 15th Street NW 900 Washington DC 20005 44520288 0 X www.battlefields.org X 1987 VA The purpose of the American Battlefield Trust is to inspire appreciation of America, its history, and its promise of liberty through an understanding of the wars fought on its soil, and of the sacrifices of earlier generations of Americans. The American Battlefield Trust tells our extraordinary national story through the conflicts of the first century of the United States. We present this history as accurately and completely as possible, with special emphasis on soldiers engaged on the battlefield. Our vision is that a better understanding of these notable conflicts will inspire all Americans to appreciate more fully their history, on the ground where it actually happened, and why it matters today. 32 30 67 30 0 0 32554823 35947292 0 94459 -2357158 -4677036 830452 1333374 31028117 32698089 2446218 1312312 0 0 5375252 5803442 263907 404025 1931953 8742586 11754013 16827963 19273792 14200154 13424297 202192829 214046242 7527068 6007687 194665761 208038555 X The purpose of the American Battlefield Trust is to inspire appreciation of America, its history, and its promise of liberty through an understanding of the wars fought on its soil, and of the sacrifices of earlier generations of Americans. The American Battlefield Trust tells our extraordinary national story through the conflicts of the first century of the United States. We present this history as accurately and completely as possible, with special emphasis on soldiers engaged on the battlefield. Our vision is that a better understanding of these notable conflicts will inspire all Americans to appreciate more fully their history, on the ground where it actually happened, and why it matters today. 0 0 8223750 1312312 Land Preservation:Through acquisitions and grants, the American Battlefield Trust completed 29 individual transactions, protecting a total of 1,254.6 acres at 21 battlefields in 11 states during the fiscal year. This includes Antietam, MD; Bentonville, NC; Buffington Island, OH; Cedar Mountain, VA; Champion Hill, MS; Chancellorsville, VA; Chattanooga, TN; Chickasaw Bayou, MS; Corinth, MS; Cumberland Church, VA; Fort Derussy, LA; Fort Ticonderoga, NY; Gettysburg, PA; Globe Tavern, VA; Manassas, VA; Mill Springs, KY; Petersburg, VA; Shepherdstown, WV; Shiloh, TN; Spotsylvania CH, VA; and Wilderness, VA. 4317598 Membership:The American Battlefield Trust is a membership-based organization withapproximately 45,000 active members from all 50 states, and more than adozen territories and other nations. Each quarter, every memberreceives our 48-page magazine, Hallowed Ground, as a free educationalmembership benefit. The magazine highlights how their direct supporthelps preserve endangered Civil War and Revolutionary War battlefieldland, advances the cause of education about this key period in ourNation's history, and educates them directly on historical elements ofimportance about the Nation's first 100 years, and land preservation.The Trust depends upon its members and supporters to help fulfill itsbattlefield preservation and education missions every year throughtheir dues payments, as well as additional charitable gifts. The Trustalso has a major donor society, as a subset of its overall membership,called the Color Bearers, comprised of those members who make duespayments of $1,000 or more annually. Total membership in this group wasapproximately 1,500 members at the end of the fiscal year. The Trustalso recognizes those nearly 1,500 members who have also made a plannedgift to preservation in a special group called the Honor Guard.Further, the Trust enjoys the support of more than 461,000 followers onFacebook, 385,300 on YouTube, 48,500 on Twitter, 37,700 on Instagram,and 6,400 on LinkedIn, opening new pools of potential futuresupporters. 3400701 294068 Education:This fiscal year, the Education Department hosted its 22nd Annual National Teacher Institute and third annual Virtual Teacher Institute. More than 1,200 educators from 40 states participated in these professional development experiences, offered free of charge. The Education Department expanded its many video offerings with more than 180 new videos including scores of new short animated videos, first of its kind step into History videos, new animated maps and more. Our Field Trip Fund and Traveling Trunk Programs came back from the pandemic and both were on the rise this fiscal year. Department staff and contractors also produced more than 300 new web articles and worked on new curricula, augmented and virtual reality programs, and more. 15942049 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 138 0 1 67 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WV WI GA X X Mark Borcherding CFO 2023671861 1156 15th Street NW 900 Washington DC 20005 David N Duncan President 50.00 1.00 X X 317545 0 47726 Thomas M Gilmore Chief Real Estate Officer 40.00 X 238112 0 46392 James J Campi Chief Policy & Communications Officer 40.00 X 226832 0 26234 Garry E Adelman Chief Historian 40.00 X 172216 0 42144 Lawrence Swiader Chief Digital Officer 40.00 X 173078 0 8573 Stephen D Wyngarden CAO 40.00 X 135149 0 45608 Edgar Lugo CFO (ending 10/22) 40.00 X 163290 0 16782 Alice D Mullis Director of Development 40.00 X 108546 0 30794 O James Lighthizer Trustee 1.00 0.10 X 106641 0 0 Mark Borcherding CFO (Starting 03/23) 40.00 X 0 0 0 Robert C Daum Chair 5.00 X X 0 0 0 Mary Abroe Vice Chair 5.00 X X 0 0 0 Travis K Anderson Treasurer 5.00 X X 0 0 0 William W Vodra Secretary 5.00 0.10 X X 0 0 0 Don Barret Trustee 1.00 X 0 0 0 John T Beaty Jr Trustee 1.00 X 0 0 0 John BT Campbell III Trustee 1.00 X 0 0 0 John Culberson Trustee 1.00 X 0 0 0 Vince Dooley Trustee 1.00 X 0 0 0 James Elrod Trustee 1.00 X 0 0 0 Richard G Etzkorn Trustee 1.00 X 0 0 0 Thomas P Hand Trustee 1.00 X 0 0 0 Van D Hipp Jr Trustee 1.00 X 0 0 0 William J Hupp Trustee 1.00 X 0 0 0 Kate Kelly Trustee 1.00 X 0 0 0 Thomas H Lauer Trustee 1.00 X 0 0 0 Jeff P McClanathan Trustee 1.00 X 0 0 0 Noah B Mehrkam Trustee 1.00 X 0 0 0 General Richard P Mills Trustee 1.00 X 0 0 0 John L Nau III Trustee 1.00 0.10 X 0 0 0 Stephan F Newhouse Trustee 1.00 X 0 0 0 Marshal A Oldman Trustee 1.00 X 0 0 0 J Dennis Sexton Trustee 1.00 X 0 0 0 John Sivolella Trustee 1.00 X 0 0 0 Barbara L Stewart Trustee 1.00 X 0 0 0 Madhu Tadikonda Trustee 1.00 X 0 0 0 Charles E Trefzger Trustee 1.00 X 0 0 0 Robert Uhler Trustee 1.00 X 0 0 0 Christopher C Welton Trustee 1.00 X 0 0 0 Susan Whitaker Trustee 1.00 0.10 X 0 0 0 1641409 0 264253 14 0 1 0 Newport One Inc 21 Railroad Ave Daxbury MA 02332 Printing & Reproduction 1210938 South Carolina Battleground Preservation POBox 80668 Charleston SC 29416 Consulting 125918 Skyline Enterprises LLC 8467 Hemlock Ridge Dr Rixeyville VA 22737 Construction 125200 Plus & Greater Than LLC 4784 SE 17th Ave Suite 165 Portland OR 97202 Design work 124863 Mercury Public Affairs 1285 Avenue of the Americas New York NY 10019 Strategic Consulting 122000 6 3830484 9669347 22447461 4064634 35947292 Conference revenue 900099 94459 94459 94459 113673 113673 1035079 1035079 480500 381814 98686 98686 98686 4502547 2129052 4541147 6881161 -38600 -4752109 -4790709 -4790709 20402 18077 2325 2325 Other Income 900099 197284 197284 197284 32698089 294068 0 -3543271 X 1312312 1312312 692568 481800 106848 103920 3887313 2704295 599727 583291 174361 121299 26899 26163 739027 514121 114016 110890 310173 215779 47853 46541 231499 205573 25926 67463 67463 275145 275145 404025 404025 2968446 2889558 52606 26282 241853 211831 4727 25295 2721523 2204007 71450 446066 129997 129997 919167 823489 34508 61170 454999 407738 47261 727763 579428 148335 129169 129169 784409 739239 22586 22584 152404 124865 3873 23666 Donated Land 1213719 1213719 Membership Fulfillment 322445 247834 22551 52060 Direct Mail Processing 226703 225121 1582 Educational programs 102622 102089 533 84687 83641 1046 19273792 15942049 1399790 1931953 2380415 8236247 12040643 8574588 399334 225823 515379 106703 94133 247291 321309 197186979 4165445 185387205 193021534 26147 26311 1778602 2857407 202192829 214046242 1319133 997795 98860 63071 553463 4519976 3215909 1035636 1730912 7527068 6007687 X 13929909 16337107 180735852 191701448 194665761 208038555 202192829 214046242 13424297 -51503 0 X 0 1 X 1 1 1 X 33453492 36294263 34533695 32554823 35947292 172783565 33453492 36294263 34533695 32554823 35947292 172783565 14106003 158677562 389046 420647 345371 388251 1629252 3172567 64437 173521 38457 782983 197284 1256682 177212814 621312 0.89540 0.86010 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2018 Amount: $ 64,437. 2019 Amount: $ 14,977. 2020 Amount: $ 38,457. 2021 Amount: $ 782,983. 2022 Amount: $ 197,284. Reimbursement - 2019 Amount: $ 158,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1014 291645 292659 19362947 19655606 1000000 250000 0 0 1000000 841352 1000000 1000000 3841352 5762028 227240 218521 225631 292659 964051 250000 210338 250000 250000 960338 1440507 1206 1222 801 1014 4243 X X X X 16 921.45 16 2 1 226.00 11131 1 181584099 181584099 12896296 2725539 10170757 861907 355753 506154 1844677 1084153 760524 193021534 Deferred compensation payable 691426 Lease liability - operating lease 1039486 1730912 X Part II, Line 5: The Organization has a written document regarding the periodic monitoring inspection, violations, and enforcement of the conservation easements it holds. Any violations will be communicated in writing to the landowner, providing a period of time to remedy any violations. If any violations have not been corrected, or a resolution not negotiated, legal action will be taken. Part II, Line 9: Conservation easements are recorded as assets. Part X, Line 2: Management has evaluated the Trust's tax positions and concluded that the Trust's consolidated financial statements do not include any uncertain tax positions. X X X X X 1 Newport One 21 Railroad Ave Duxbury MA 02332 Direct marketing 0 7584424 164025 7420399 Winkler Group Consulting 1036 eWall St Mt Pleasant SC 29464 Capital campaign support 0 3618179 240000 3378179 11202603 404025 10798578 DC AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 South Carolina Battleground Pres Trust PO Box 80668 Charleston SC 29416 571004102 501(C)(3) 15250 0 Apprraisal at Harbor Marsh Acres at Ft Johnson, SC, Wooten at Rugeley's Mill. US Dept of Interior NPS 1849 C Street NW Washington DC 20240 530197094 Govt 1000000 0 Rehabilitating Little Round Top Vistor Use Area Gettysburg NP. Save Historic Antietam Foundation PO BOX 550 Sharpsburg MD 21782 521558576 501(C)(3) 35000 0 Acquisition of the 0.92-acre SHAF tracts at Antietam battlefield. South Carolina Battleground Pres Trust PO Box 80668 charleston SC 29416 571004102 501(C)(3) 249632 0 Acquisition of the Bradham Tract at Eutaw Springs Gettysburg Area Recreation Authority 545 Long Ln Gettysburg PA 17325 463440246 Govt 10000 0 Upgrading/remodeling at Gettysburg 5 0 Part I, Line 2: Most of the grants issued are reimbursement grants to aid in acquiring land or conservation easements. The grant is not issued until the land or easement has been acquired or at the time of settlement. These types of grants do not need monitoring. X X 0 0 0 0 0 0 0 0 0 David N Duncan President 316513 0 0 0 1032 0 18197 0 29529 0 365271 0 0 0 Thomas M Gilmore Chief Real Estate Officer 236528 0 0 0 1584 0 14239 0 32153 0 284504 0 0 0 James J Campi Chief Policy & Communications Office 225757 0 0 0 1075 0 12604 0 13630 0 253066 0 0 0 Garry E Adelman Chief Historian 171184 0 0 0 1032 0 10419 0 31725 0 214360 0 0 0 Lawrence Swiader Chief Digital Officer 172046 0 0 0 1032 0 8573 0 0 0 181651 0 0 0 Stephen D Wyngarden CAO 134541 0 0 0 608 0 6832 0 38776 0 180757 0 0 0 Edgar Lugo CFO (ending 10/22) 161894 0 0 0 1396 0 4166 0 12616 0 180072 0 0 0 X 18 2700 Donor appraisal X 116 3986677 FMV X 2 70558 Land Appraisals X Other 1 4699 FMV 0 1 0 Form 990, Part VI, Section A, line 1a There is an Executive Committee composed of the Chair of the Committees, Chair & Vice-Chair of the Board. The Executive Committee has all the powers vested in the Board when the Board is not in session, unless prohibited by law or the Trust's by-laws. Form 990, Part VI, Section B, line 11b Audit Committee Members, Chair of the ABT Board, President, COO, CFO and Key Employees review the 990 initially. If any corrections need to be made, the auditing firm is notified. After the corrections, the 990 is then distributed to the whole Board of Trustees before the 990 is filed either in paper or electronic form. Form 990, Part VI, Section B, line 12c The conflict of interest policy is provided in a Trustee Orientation Manual given to new Trustees shortly after they are elected to the Board and they are asked to return a signed acknowledgment of receipt. In addition, Trust staff working with Trustees, landowners, grantors, and other parties involved in a prospective land transaction are required to look for and avoid any conflicts of interest or the appearance of such. That requirement is documented in an internal control procedure, which the Trust's Chief Administrative Officer (CAO) is responsible for administering and has full authority to enforce. The CAO will elevate matters to the Trust President who may also involve the Chair of the Board if needed. Corrective measures may include up to and including termination of employment, office, or board membership. Trustees are also required to sign an acknowledgement of receipt of the conflict of interest policy every two years, under the oversight and enforcement of the Board's Governance Committee. Form 990, Part VI, Section B, line 15 American Battlefield Trust will use comparability date and pay salaries that are competitive with those paid for comparable positions in other Non-Profit Organizations. Each employee's salary is reviewed annually. Salary adjustments, if any will be discussed at this time as well. Salary adjustments will be prepared and recommendations will be made at the time the budget is presented to the Board. If approved, they will become effective at the President's discretion. The President's compensation is determined by the Board Chair and Vice-Chair and reviewed by the Executive Committee. Form 990, Part VI, Section C, line 19 Copies of the governing documents, conflict of interest policy, and financial statements will be provided upon request to the public. Our audited financials and Form 990 are on the American Battlefield Trust website. Form 990, Part IX, line 11g Other Professional Services: Program service expenses 2,889,558. Management and general expenses 52,606. Fundraising expenses 26,282. Total expenses 2,968,446. Form 990, Part VII, Section A Jim Lighthizer received 2022 W2 as part of his deferred compensation payout. Americans for Battlefield Preservation PO Box 34555 Washington DC 20043 043843239 See Part VII DC 501(c)(4) 0 Endangered Battlefield Defense Fund 1156 15th St NW Suite 900 Washington DC 20005 271035136 To carry out the purposes of the American Battlefield Trust VA 501(c)(3) Line 12a, I American Battlefield Trust 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 FORM 990, SCHEDULE R, PART II, LINE B The mission of Americans for Battlefield Preservation (AFBP) is to promote awareness of our nation's endangered historic battlegrounds. It is a strictly non-partisan organization that seeks to build support for battlefield preservation among lawmakers on all levels of government. In addition, AFBP supports public funding for battlefield preservation and trains local advocates to successfully conduct community grassroots organizing, fundraising, and media relations.