F Y 2 0 1 7 A N N UA L R E P O RT
The campaign for the Point of Honor Education Center is well underway. Please see page 5 for information on fundraising efforts. FY 2017 ANNUAL REPORT 1
GREETINGS FROM THE ADVISORY BOARD CHAIRMAN AND THE MUSEUM DIRECTOR November 2017 The Lynchburg Museum at the Old Court House and Point of Honor (POH) continues to draw more and more visitors each year. From July 1, 2016 through June 30, 2017, the Museum and POH served 24,628 visitors from 50 states, the District of Columbia, and 42 foreign countries. Three very successful exhibitions are currently in place at the Lynchburg Museum at the Old Court House. Of special interest is the exhibition called, It was My Privilege and My Duty: Lynchburg in World War I. Many residents and their families generously shared their family memorabilia from this period. Another very special exhibition is on Firefighting in the Hill City. Early fire fighting tools belonging to the local Fire Department are on display. The third is exhibit entitled Seven Hills of History. Lectures on such topics as “Disastrous Fires of Lynchburg,” “Architecture of the Seven Hills,” and “Lynchburg in World War I” drew large crowds. In some cases, the attendance was so large that not all who came could be accommodated in the space that was available. Space has been an issue at both the Museum and especially at POH for some years. Point of Honor has nothing that currently meets the requirements of Americans with Disabilities Act, lacks sufficient meeting space, and sufficient bathroom facilities. Currently we are serving over 3,000 children from our partnership with the Lynchburg City Schools. Children, teachers, and parents from five grades come to learn about life in the early 19th century in Lynchburg. In addition, there is the annual Easter Egg Hunt in April and Day at the Point in October which both draw between 2,500 and 3,500 attendees each year. After a number of years of consideration and planning, the Board of Advisors for the Lynchburg Museum System and Foundation has launched a campaign to raise the funds to build the Point of Honor Education Center. This building will adjoin the Carriage House at POH. There will be an elevator from the Carriage House ground floor and a new walkway that will offer easy access to the main level of the new Education Building. The new building will be large enough to provide shelter for the school students in inclement weather, space for lectures, meetings and other events, a catering kitchen, and adequate bathrooms. Construction will begin once the funds to build are in hand or are firmly pledged. The Lynchburg Museum System Foundation continues to support the Museum and POH. It helps fund exhibits, special events, and continues to add fine period objects to the furnishings at POH. We are grateful for the support of the City Council and City staff and for all who give their time, family treasures, or financial donations to support the preservation of Lynchburg’s history. Sincerely,
Charlotte A. Fischer Chairman Lynchburg Museum Advisory and Foundation Board
Douglas K. Harvey Museum Director and Board Secretary, Lynchburg Museum System
FY 2017 ANNUAL REPORT 3
Disastrous Fires of Lynchburg presented by Battalion Chief Robert Lipscomb in the main gallery of the Museum.
LYNCHBURG MUSEUM SYSTEM ADVISORY AND FOUNDATION BOARD
*Loretta Robinson
The Lynchburg Museum System Advisory and Foundation Board is appointed by City Council. The Board advises the City Council, City Manager, and Museum Director on the growth and development of the Museum System and acts as the Board for the Lynchburg Museum Foundation. The Board meets a minimum of four times during the fiscal year. All minutes are available for review at the Museum System administrative offices. Members as of June 30, 2017 were:
Ed Tinsley, Vice-Chairman
Tom Smith, Volunteer President, ex officio
*John Arnold, M.D., Treasurer
Douglas Harvey, Museum Director and Board Secretary, ex officio
Bob Clarke *Laura Crumbley Lynn Dodge Charlotte Fischer, Chairman
Joe Seiffert Dr. Caroline Wilson Jennifer Jones, Director of Parks & Recreation, serves ex officio. The Museum System and City Market are included in her department and the Museum Director reports to her.
*denotes members who resigned or whose terms expired on June 30, 2017 New Members appointed by City Council for the term beginning July 1, 2017:
Garry Ford Marjorie Freeman
Scott Morrell
*Elizabeth Hutter
Rophenia Crawley
Kenneth Mayo
Langhorne McCarthy
Patsy Meyer
Robert “Buck� Bradley
Vic Millner, Jr. 4 Lynchburg Museum System
LYNCHBURG MUSEUM FOUNDATION
All funds given for particular purposes are kept in restricted sub-accounts and other funds are classified as non-restricted. All funds are held in accounts at Bank of the James and The The Lynchburg Museum Foundation, a 501(c)(3) Trust Company of Virginia. The Foundation supports the educational and charitable corporation, received $99,285 properties and programs of the Museum System and files a from contributions and other sources of income in FY 2017 990 return with the IRS annually, prepared by a CPA. compared to $65,331 the previous year. The Foundation had financial assets of $434,177 as of June FY 2017 Contributions and Memberships..................... $31,740 30, 2017. Previous year financial assets were $343,439 as of June 30, 2016. Program admission............................................... $295 Point of Honor Education Center Capital Campaign............................................ $59,450 Grants................................................................. $7,800
TOTAL: $99,285
“Proud to have the museum here!�
MUSEUM SYSTEM STAFF Douglas K. Harvey, Museum Director Lorie D. Jamerson, Office Manager Whitney S. Roberts, Museum Educator Laura E. Wilson, Curator There are also ten part-time & hourly staff members who cover three duty stations (Museum, Gift Shop, and Point of Honor house) over the 361 days per year schedule.
FY 2017 ANNUAL REPORT 5
ENHANCEMENT PROJECTS The Point of Honor Education Center: After four years of planning and design, the Lynchburg Museum Foundation began the silent phase of a capital campaign to raise $1,000,000 during the year to build the Point of Honor Education Center. Point of Honor has been open to the public since 1978 and visitation has more than doubled in recent years, from 6,000 to over 13,300 in FY 2017. The current meeting space holds about 40 people and there are only two small restrooms and one water fountain for the entire site. School groups now often come with over 100 students and events such as Day at the Point and the Easter Egg Hunt draw 2,500 to 3,800 each. Lynchburg City Schools now send five full grade levels of students on field trips and the Museum System serves a number of regional schools, homeschoolers, and assisted living facilities as well. Tourism is also on the increase with Point of Honor and the Lynchburg Museum serving a total of 24,628 people in FY 2017 with visitors from all 50 states and 42 countries. The current facilities cannot serve the numbers that are now being seen, none of the three buildings are handicap accessible, and storage is at capacity. With large school groups during inclement weather, we have difficulty getting everyone under roof and one can imagine 100 kids trying to use one water fountain and two small restrooms. The purpose of the project is to add a 1,700 square foot addition to the Carriage House at Point of Honor to better serve visitors. The Education Center will provide 6 Lynchburg Museum System
space for school programs, community meetings, adult programs, and rentals for 100 people, create an elevator and at-grade pathway to provide access for those with physical limitations, and add restrooms and amenities to serve the large increases in visitor traffic. The Center will serve thousands of local students each year, help preserve and share the rich history and culture of Lynchburg and Central Virginia, and provide program and meeting space for the community. Project estimates from two Lynchburg construction firms came in at approximately $750,000. To cover architectural fees, furnishings, landscaping, and the unforeseen, the Board set a goal of $1,000,000 for the campaign.
Point of Honor Rear Garden Project: The Garden Club of Virginia Restoration Committee (GCV), the City, POH, Inc., and the Advisory and Foundation Board agreed to a rear garden enhancement project that the GCV will fund. Work should begin in 2018.
“I grew up in Lynchburg on Cabell Street. Use to play there at Point of Honor as a child and teenager. Was nice to see it restored.”
L to R: David Stokes, Doug Harvey, Harlow Reynolds, Steve Bozeman, Joe Seiffert at the marker unveiling.
Desmond Doss and Cary Langhorne Historic Markers: Museum Director Doug Harvey worked with local veterans groups to fund and create a Virginia Historic Highway Marker and interpretive marker for Desmond Doss. Since excess funds were raised, the group added a Historic Highway Marker for Cary Langhorne, Lynchburg’s second Medal of Honor recipient that will be erected at his boyhood home on Washington Street later this year.
“Anyone who visits Lynchburg will gain a deeper appreciation for the wonderful history displayed in our museum.” FY 2017 ANNUAL REPORT 7
VISITATION Lynchburg Museum
Point of Honor FY 2017 Total Visitation 24,628 Outreach Programs
FY 2016 Total Visitation 21,755
0
3000
6000
Visitor Origin: Approximately 38% of visitors to the Museum and Point of Honor are from the local region, excluding special event and program audiences who are predominantly local. The remaining 62% came from other areas of Virginia, other states, and foreign countries. Each visitor is asked how they heard of the facility, where they are from, and other questions that aid programming and marketing planning.
Lynchburg City and Regional School Tours:
In FY 2017, four grade levels of students from City schools visited the Museum or Point of Honor. Grades 2, 3, 4 and 7 came for hands-on activities and tours with a total of 2,548 visiting. Five full grade levels are expected next year. Field trips from regional county schools, private schools, and others totaled 636 students during the year.
9000
12000
15000
VOLUNTEERS (total hours: 2,059) The Volunteers of the Lynchburg Museum System provided 2,059 hours of service with a value of $49,704 based on the Federal volunteer rate of $24.14 per hour. Last year, total hours were 1,855. These volunteers gave the most hours in FY 2017: Vince Desmond..............................................................203 hours Ed Tinsley........................................................................230 hours Liz Paull...........................................................................245 hours Kelly Childress................................................................127 hours Laura Crumbley.............................................................115 hours Tom Smith served as Volunteer President until he passed in August 2017. This position also serves as an ex officio member of the Advisory and Foundation Board’s Executive Committee.
Group Tours Other Than Field Trips: A total of 115 civic, assisted living, tour bus, or other groups toured the facilities with 1,783 total visitors.
WEBSITES The Museum and Point of Honor websites (www. lynchburgmuseum.org & www.pointofhonor.org) had these page view totals: Museum: 36,798, Point of Honor: 23,604. 8 Lynchburg Museum System
FACEBOOK The Museum System Facebook site had 3,010 active followers currently compared to 2,606 followers at the end of last year.
TWITTER The Museum System has 557 followers currently, up from 441 last year.
INSTAGRAM The Museum System created an account in April 2017 and now has 114 followers.
SIGNIFICANT MAINTENANCE PROJECTS OR NEEDS Regular preventive maintenance was done to the mechanical systems in all buildings. The Museum roof continues to leak during periods of ice and snow. Contractors worked again on the flashing during the year. The columns on the front of the Museum date to 1855 and portions have rotted or cracked over time. Work is underway and will be completed this fall. The Museum has ongoing issues with moisture buildup in the attic which has generated mold growth in vents and wall areas and spalling paint on the exterior. Buildings and Grounds has contracted with a firm to correct this problem in fall/winter 2017.
“Front desk was really nice. Also, the museum is a very beautiful building. Can’t wait to come back and bring my fiancé.” INTERNS AND SPECIAL PROJECTS The Museum System provided internships to these students during the year: 1. Logan Berger, University of Mary Washington 2. Emily Bordelon, Liberty University Intern Cortney Sdao, Southern New Hampshire University
3. Cortney Sdao, Southern New Hampshire University 4. Terrell Forster, Liberty University 5. Desiree Page, Randolph College 6. Courtnee Hummel, United States Air Force Reserve 7. Haylynn Gaunt, Liberty University 8. Kendall Gunter, University of Virginia An important African American photo collection was donated by the family of photographer James T. Smith with over 1,200 images that document life in Lynchburg 1940s-1970s.
A photograph of Dr. Walter Johnson playing with a dog on his tennis court on Pierce Street.
“Wonderful and helpful staff. A very friendly and interesting place.” FY 2017 ANNUAL REPORT 9
PROGRAMS AND EVENTS Day at the Point: October 2016..............................................................3,165 October 2015........................... cancelled due to weather The largest event of the year for the Museum System, Day at the Point is a fall festival held at Point of Honor. Christmas Open House: December 2016 ...............................................443 visitors December 2015................................................348 visitors Each year on the first Sunday in December, Point of Honor hosts a free open house with period decorations, music, and living history. Preschoolers’ Night at the Museum: March 2017........................................................19 children January 2016.......................................................9 children Children age 4 -6 come to the Museum for hands-on activities from 6:00 p.m. to 8:00 p.m. Easter Egg Hunt on the Lawn at Point of Honor: March 2017............................................... 3,705 attendees March 2016............................................... 2,443 attendees The Egg Hunt was held in March 2016 at POH in partnership with Parks & Recreation. Point of Honor 5K: April 2017.........................................................426 runners April 2016.........................................................340 runners Each year, local runners hold the Point of Honor 5K Race in early April. The course runs in front of POH and volunteers in living history costume cheer on the participants. Garden Day: April 2017..........................................................112 visitors April 2016..........................................................218 visitors Point of Honor’s grounds have benefited from a long-term relationship with the Garden Club of Virginia. Each April during Garden Week, Point of Honor is opened free for the day that Lynchburg house tours are given. Mother-Daughter Tea: May 2016....................................................... 25 attendees May 2015....................................................... 36 attendees This event brings mothers and daughters to Point of Honor the weekend before Mother’s Day. 10 Lynchburg Museum System
Discover Lynchburg Summer Camp: June 2017........................ 28 students June 2016........................ 12 students Children come for one week from 9:00 a.m. to 3:00 p.m. daily for the Discover Lynchburg Camp. Visits are made to a fire station, Old City Cemetery, water plant, and to Percival’s Island for a picnic. Campers also experience programs and activities at Point of Honor and the Museum ranging from Native American life to classic architecture.
Teacher Recertification Program: July 2016............................ 6 teachers July 2015............................ 9 teachers
First Fridays: FY 2017............................. 281 visitors FY 2016............................. 572 visitors
Museum Educator Whitney Roberts coordinates a teacher recertification program for a week in July each year. Teachers earned 30 points toward teacher recertification and in FY 2016 came from Amherst, Bedford, Lynchburg, and private schools.
Each month, the Museum participates in First Fridays with free admission from 5:00 p.m. to 8:00 p.m. A special topic is chosen each month such as Lynchburg Foundry, WWII, or local tobacco history with objects and photographs on display.
“Too much to see in one visit—fantastic displays” FY 2017 ANNUAL REPORT 11
SIGNIFICANT ARTIFACT DONATIONS FY 2017 Donations: A total of 54 individuals donated 2,359 items in FY 2017. Significant donations include: ■ WWI African American Soldier Royal Fowler service jacket, dog tags, and photo in uniform ■ AP Wire Machine ■ 1855 Cotton Boll Quilt ■ Desmond Doss research material ■ Casket Flag for Lonnie Bacon (first name listed on Monument Terrace) ■ Apple Cider Press
FINANCIAL REPORTS: CITY BUDGET AND LYNCHBURG MUSEUM FOUNDATION: The budget is part of the City’s general fund and supports the total Museum System operation. Funds received from the Diggs Trust and the POH Capital Campaign account at The Trust Company of Virginia are deposited as revenue in the general fund to help support Museum System expenses. As the City pays utilities, building and grounds maintenance, and related expenses on a City-wide basis, that support is not itemized in the Museum budget. See attachment A Lynchburg Museum Foundation: Enclosed is the most recent 990 tax statement for the Foundation. See attachment B
“Everyone was so kind and friendly to us. I have lived in Lynchburg for nine years and learned so much about this town yesterday. I had a wonderful time and hope to be able to visit again soon to explore the museum in more detail. Thank you!” “Wonderful tour guide and a beautiful historic home-so glad we came to visit!” (Specifically referring to Point of Honor)
12 Lynchburg Museum System
INVENTORY AND LOCATION OF POH, INC. PROPERTY: The management contract between POH, Inc. (Trust Company of Virginia) and the City calls for a listing of POH, Inc. owned property that has been relocated since the previous year’s annual report. POH, Inc. holds title to the real estate, artifacts, and archaeological collections related to Point of Honor which are cataloged and preserved by the Museum System. POH Inventory Movements FY 2017: The management contract with the Trust Company of VA, dba POH, Inc., requires that a listing of furnishings that were relocated during the fiscal year be provided. 1. P-78.3.104 A&B to POH Basement D2 2. P-78.3.17 to POH Basement D1 3. P-78.3.14 to POH Dining Room 4. P-78.3.29 to POH Basement D1 5. P-78.4.30 to POH Basement D1 6. P-78.4.31 to POH Basement D1 7. P-78.3.15 to POH Basement E3 8. P-78.3.87 A&B to POH Dining Room 9. P-78.3.2 to POH Basement E3 10. P-92.2.2 A&B to POH Basement C4 11. P-78.3.13 to POH Dining Room 12. P-78.3.4 to POH Basement F5 13. P-79.4.25 to POH Dining Room 14. P-78.3.10 to POH Dining Room
15. P-79.4.1 to POH Basement F5 16. P-78.3.16 to POH Dining Room 17. P-78.3.120 to POH Basement E6 18. P-78.12.1 to POH Basement E2 19. P-78.3.116 to POH Basement E6 20. P-79.4.848 to POH Basement A4 21. P-78.3.53 to POH Dining Room 22. P-78.3.54 to POH Dining Room 23. P-78.3.70 to POH Dining Room 24. P-2206.4.63 to POH Dining Room 25. P-2006.4.55 to POH Dining Room 26. P-2006.4.56 to POH Dining Room 27. P-2006.4.64 to POH Dining Room 28. P-78.3.74 to POH Dining Room 29. P-78.3.75 to POH Dining Room 30. P-78.3.65 to POH Dining Room 31. P-78.3.73 to POH Dining Room 32. P-78.3.67 to POH Dining Room 33. P-78.3.68 to POH Dining Room 34. P-78.3.69 to POH Dining Room 35. P-78.3.71 to POH Dining Room 36. P-78.3.72 to POH Dining Room 37. P-78.3.76 to POH Dining Room 38. P-78.3.120 to POH Dining Room 39. P-78.3.116 to POH Dining Room 40. P-78.3.114 to POH Basement E6 41. P-78.3.110 to POH Basement E6 42. P-78.3.121 to POH Basement E6 43. P-78.3.8 to POH Basement D2 44. P-78.3.9 to POH Basement D2 45. P-79.4.14 to POH Dining Room 46. P-79.4.15 to POH Dining Room 47. P-78.3.12 to POH Dining Room 48. P-78.3.13 to POH Dining Room 49. P-79.4.25 to POH Basement E6 50. P-78.3.87 A&B to POH Basement F5 51. P-92.2.2A to POH Basement D2 52. P-2006.4.20 to POH Basement B1 53. P-2006.4.26 to POH Basement B1 54. P-2006.4.54 to POH Basement B1 55. P-2006.4.57 to POH Basement B1 56. P-91.2.3 to POH Basement A2 57. P-78.3.100b to POH Dining Room 58. P-79.4.23 to POH Dining Room 59. P-78.3.6 to POH Dining Room 60. P-78.3.19 to POH Dining Room FY 2017 ANNUAL REPORT 13
AT TAC H M E N T A
14 Lynchburg Museum System
General Fund
Parks, Recreation, and Cultural
MUSEUMS POSITION SUMMARY
Museum Director (1)
Administrative Services Associate IV (1)
Museum Guide I (5.04)
Museum Curator (1)
City of Lynchburg, Virginia Operating Budget, FY 2017 192
9.04 City Funded Positions 0.33 Hourly Positions 9.37 Total Funded Positions
Museum Educator (1)
General Fund
Parks, Recreation, and Cultural
Museums. The Museum System was established in 1976 to inform the public about the history of Lynchburg and the surrounding region. It collects and preserves the tangible evidence of that history and provides public programs, exhibits, and special events at the Lynchburg Museum, located in the Old Court House, and Point of Honor. Actual FY 2015
Adopted FY 2016
Department Submitted FY 2017
Manager's Proposed FY 2017
Adopted FY 2017
POSITION SUMMARY City Funded Full-Time City Funded Part-Time City Funded Hourly
4.00 2.16 2.91
4.00 5.04 0.03
4.00 5.04 0.33
4.00 5.04 0.33
4.00 5.04 0.33
9.07
9.07
9.37
9.37
9.37
$280,139 90,880 $371,019
$290,402 93,452 $383,854
$306,506 88,665 $395,171
$306,506 86,323 $392,829
$309,560 86,946 $396,506
Operating Contractual Services Internal Service Charges Other Charges Rentals and Leases Subtotal Operating
$35,841 1,199 20,067 9,146 $66,253
$33,125 2,061 24,615 9,864 $69,665
$33,125 2,409 24,615 9,864 $70,013
$33,125 2,409 24,615 9,864 $70,013
$33,125 2,409 24,615 9,864 $70,013
TOTAL EXPENDITURES
$437,272
$453,519
$465,184
$462,842
$466,519
$14,180 42,240 10,495 1,000 1,619 483 28,674
$14,000 40,398 10,500 2,000 500 300 27,411
$0 36,900 11,000 1,000 2,000 400 26,300
$0 36,900 11,000 1,000 2,000 400 26,300
$0 36,900 11,000 1,000 2,000 400 26,300
$98,691
$95,109
$77,600
$77,600
$77,600
$338,581
$358,410
$387,584
$385,242
$388,919
TOTAL FTE BUDGET SUMMARY EXPENDITURES Personnel Services Salaries Employee Benefits Subtotal Personnel Services
DEDICATED REVENUES Lynchburg Museum Admission Digg's Trust Point of Honor Admission Gift Shop Proceeds Gifts and Miscellaneous Donations - Museum Photograph Reproduction Fees Reimbursement - Point of Honor/Carriage House TOTAL DEDICATED REVENUES TOTAL CITY COST
City of Lynchburg, Virginia Operating Budget, FY 2017 193
General Fund
Parks, Recreation, and Cultural
Actual FY 2015 16,788
Projected FY 2016 16,600
July - Dec FY 2016 9,672
Projected FY 2017 16,600
Analysis of the Data: Museum visitation is a function of many variables--weather, gas prices, tourism promotion, and others. The Lynchburg Museum began free admission on Memorial Day 2015 and this program has helped generate increases at the Museum. The Experience The James exhibit saw 13,155 visitors over its 18 month run. However, Day At at Point of Honor was rained out in October 2015 which will decrease visitors to that site by 2,000 to 3,000 people for the year. This will be offset to some degree by the dramatic increase in Lynchburg City School students with four full grade levels visiting in 2016. Goal 2: Provide opportunities for the community to participate in Lynchburg's history. Objective: Acquire a broader base of volunteer support for the Museum System's mission by increasing volunteer hours. Performance Measure: Actual FY 2015 Projected FY 2016 July - Dec FY 2016 Projected FY 2017 Volunteer hours 2,219 1,821 975 2,000 Analysis of the Data: The data is expressed as total volunteer hours donated per fiscal year. The number of hours donated in FY 2015 totalled 2,219. Using the federal hourly rate for volunteer service ($23.07/hour), these volunteer hours equal $51,192 in services for the Lynchburg community. Volunteerism is declining as a national trend but the museum staff will continue to make volunteer recruitment and retention a priority. Goal 3: To provide quality experiences for visitors (local, regional, and traveling) who tour the Lynchburg Museum and Point of Honor. Objective: To achieve at least a 90% satisfaction rating on visitor surveys completed by those who visit either site. Performance Measure: Actual FY 2015 Projected FY 2016 July - Dec FY 2016 Projected FY 2017 Customer satisfaction 92% 90% 90% 90% level Analysis of the Data: Based on past results from visitor surveys and Trip Advisor, the Department projects maintaining a 90% + satisfaction rate in FY 2017. The Museum is ranked 5th and Point of Honor 3rd out of 34 attractions ranked in the Lynchburg area by Trip Advisor. Benchmark Localities: Manassas, Portsmouth, Newport News, and Petersburg, VA
City of Lynchburg, Virginia Operating Budget, FY 2017 195
LIFELONG LEARNING
Performance Measure: Number of annual visitors to the Museum System
ARTS & CULTURE
Goal 1: To offer quality interpretive programs that are mission driven, accessible to the public, and of interest to residents and visitors. Objective: Present exhibits, tours, special events, and outreach programs to 16,000 visitors annually.
ARTS & CULTURE
Museums Performance Measures
AT TAC H M E N T B
18 Lynchburg Museum System
Extended to November 15, 2017
Form
990-EZ
Short Form Return of Organization Exempt From Income Tax
OMB No. 1545-1150
2016
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) | Do not enter social security numbers on this form as it may be made public. Department of the Treasury Internal Revenue Service
Open to Public Inspection
| Information about Form 990-EZ and its instructions is at www.irs.gov/form990.
A For the 2016 calendar year, or tax year beginning B Check if C Name of organization
and ending D Employer identification number
applicable:
Address change LYNCHBURG MUSEUM FOUNDATION Name change Number and street (or P.O. box, if mail is not delivered to street address) Room/suite Initial return Final return/ PO BOX 529 terminated Amended return City or town, state or province, country, and ZIP or foreign postal code Application pending LYNCHBURG, VA 24505 X Cash Accrual Other (specify) | G Accounting Method: N/A I Website: | X 501(c)(3) 501(c) ( J Tax-exempt status (check only one) ) § (insert no.) 4947(a)(1) or 527 X K Form of organization: Corporation Trust Association Other
54-1906894 E Telephone number
434-455-4422 F Group Exemption Number | H Check | if the organization is not required to attach Schedule B (Form 990, 990-EZ, or 990-PF).
Revenue
L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part II, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EZ | $ Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I) 1 2 3 4 5a b c 6 a b
c d 7a b c 8 9 10 11 12 13 14 15 16 17
X Check if the organization used Schedule O to respond to any question in this Part I 69,261. Contributions, gifts, grants, and similar amounts received ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 Program service revenue including government fees and contracts ~~~~~~~~~~~~~~~~~~~~~~~ 2 Membership dues and assessments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 Investment income 4 10,257. Gross amount from sale of assets other than inventory ~~~~~~~~~~~~~ 5a 11,299. Less: cost or other basis and sales expenses ~~~~~~~~~~~~~~~~~ 5b -1,042. Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ~~~~~~~~~~~~~~~ 5c Gaming and fundraising events Gross income from gaming (attach Schedule G if greater than $15,000) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6a Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the sum of such 6b gross income and contributions exceeds $15,000) ~~~~~~~~~~~~~~ 6c Less: direct expenses from gaming and fundraising events ~~~~~~~~~~
Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) ~~~~~~~~~ Gross sales of inventory, less returns and allowances ~~~~~~~~~~~~~ 7a Less: cost of goods sold ~~~~~~~~~~~~~~~~~~~~~~~~~~ 7b Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) ~~~~~~~~~~~~~~~~~~~ See Schedule O Other revenue (describe in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 | Grants and similar amounts paid (list in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Benefits paid to or for members ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Salaries, other compensation, and employee benefits ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Professional fees and other payments to independent contractors ~~~~~~~~~~~~~~~~~~~~~~~~ See Schedule O Occupancy, rent, utilities, and maintenance ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Printing, publications, postage, and shipping ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ See Schedule O Other expenses (describe in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total expenses. Add lines 10 through 16 | 18 Excess or (deficit) for the year (Subtract line 17 from line 9) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with end-of-year figure reported on prior year's return) ~~~~~~~~~~~~~~~~~~~~~~~ See Schedule O 20 Other changes in net assets or fund balances (explain in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~ 21 Net assets or fund balances at end of year. Combine lines 18 through 20 | LHA For Paperwork Reduction Act Notice, see the separate instructions.
Net Assets
Expenses
82,082.
632171 12-08-16
1
6d
7c 8 9 10 11 12 13 14 15 16 17 18 19 20 21
2,564. 70,783.
1,875. 9,892. 7,050. 7,470. 26,287. 44,496. 368,516. 4,688. 417,700. Form 990-EZ (2016)
LYNCHBURG MUSEUM FOUNDATION 54-1906894 Page 2 Balance Sheets (see the instructions for Part II) X Check if the organization used Schedule O to respond to any question in this Part II
Form 990-EZ (2016)
Part II
(A) Beginning of year
22 23 24 25 26 27
Cash, savings, and investments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Land and buildings ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ See Schedule O Other assets (describe in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~ Total assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total liabilities (describe in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~ Net assets or fund balances (line 27 of column (B) must agree with line 21)
(B) End of year
246,016.
122,500. 368,516. 0. 368,516. Part III Statement of Program Service Accomplishments (see the instructions for Part III) X Check if the organization used Schedule O to respond to any question in this Part III What is the organization's primary exempt purpose?See Schedule O Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28
284,999.
22 23 24 25 26 27
132,701. 417,700. 0. 417,700. Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
TO CONDUCT ACTIVITIES TO SUPPORT AND ASSIST THE GROWTH AND DEVELOPMENT OF THE LYNCHBURG MUSEUM SYSTEM. (Grants $
) If this amount includes foreign grants, check here |
28a
(Grants $
) If this amount includes foreign grants, check here |
29a
26,287.
29
30
(Grants $ ) If this amount includes foreign grants, check here | 30a 31 Other program services (describe in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (Grants $ ) If this amount includes foreign grants, check here | 31a 32 Total program service expenses (add lines 28a through 31a) | 32
26,287. Part IV List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated - see the instructions for Part IV) X Check if the organization used Schedule O to respond to any question in this Part IV (a) Name and title
(b) Average hours per week devoted to position
DR JOHN B ARNOLD TREASURER ROBERT B CRAIGHILL DIRECTOR LAURA B CRUMBLEY DIRECTOR MICHAEL R DOUCETTE DIRECTOR LANGHORNE L MCCARTHY DIRECTOR J MARIE WALLER DIRECTOR DOUGLAS K HARVEY SECRETARY ELIZABETH D HUTTER DIRECTOR M ED TINSLEY CO-CHAIRMAN ROBERT E CLARKE DIRECTOR LYNN L DODGE DIRECTOR CHARLOTTE A FISCHER CHAIRMAN 632172 12-08-16
2
(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)
(d) Health benefits, contributions to employee benefit plans, and deferred compensation
(e) Estimated amount of other compensation
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
Form 990-EZ (2016)
LYNCHBURG MUSEUM FOUNDATION 54-1906894 Page 3 Other Information (Note the Schedule A and personal benefit contract statement requirements in the X instructions for Part V) Check if the organization used Sch. O to respond to any question in this Part V Â Yes No
Form 990-EZ (2016)
Part V 33 34 35 a b c 36
Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule O ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization's name. Otherwise, explain the change on Schedule O (see instructions) ~~~~~~ Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported on lines 2, 6a, and 7a, among others)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Schedule O ~~~~~~~~~~~ Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If "Yes," complete applicable parts of Schedule N 0. Enter amount of political expenditures, direct or indirect, as described in the instructions ~~~~~ | 37a
37 a b Did the organization file Form 1120-POL for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 38 a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? N/A 38b b If "Yes," complete Schedule L, Part II and enter the total amount involved ~~~~~~~~~~~~~~
33
X
34
X
35a 35b
X N/A
35c
X
36
X
37b
X
38a
X
39
Section 501(c)(7) organizations. Enter: N/A 39a a Initiation fees and capital contributions included on line 9 ~~~~~~~~~~~~~~~~~~~~~ N/A 39b b Gross receipts, included on line 9, for public use of club facilities ~~~~~~~~~~~~~~~~~~ 40a Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under: 0. ; section 4912 | 0. ; section 4955 | 0. section 4911 | b Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any X of its prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 40b c Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposed on 0. organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 ~~~~~ | d Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line 40c reimbursed 0. by the organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter X transaction? If "Yes," complete Form 8886-T ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 40e 41 List the states with which a copy of this return is filed | None 42a The organization's books are in care of | DOUGLAS K HARVEY Telephone no. | 434-455-4422 Located at | 901 COURT STREET, LYNCHBURG, VA ZIP + 4 | 24504 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial Yes No X account)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 42b If "Yes," enter the name of the foreign country: | See the instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). X 42c c At any time during the calendar year, did the organization maintain an office outside the United States? ~~~~~~~~~~~~~~~~~ If "Yes," enter the name of the foreign country: | 43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041 - Check here | Â N/A and enter the amount of tax-exempt interest received or accrued during the tax year ~~~~~~~~~~~~~~~~~ | 43
44a Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed instead of Form 990-EZ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Did the organization operate one or more hospital facilities during the year? If "Yes," Form 990 must be completed instead of Form 990-EZ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Did the organization receive any payments for indoor tanning services during the year? ~~~~~~~~~~~~~~~~~~~~~~~~ d If "Yes" to line 44c, has the organization filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 45a Did the organization have a controlled entity within the meaning of section 512(b)(13)? ~~~~~~~~~~~~~~~~~~~~~~~~ b Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Form 990-EZ (see instructions) 632173 12-08-16
3
Yes No 44a
X
44b 44c
X X
44d 45a
X
45b Form 990-EZ (2016)
Form 990-EZ (2016) 46
LYNCHBURG MUSEUM FOUNDATION
54-1906894
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I
Part VI
Page 4
Yes No X
46
Section 501(c)(3) organizations only All section 501(c)(3) organizations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51. Check if the organization used Schedule O to respond to any question in this Part VI
Yes No X X X
47 48 49 a b 50
Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Sch. C, Part II 47 Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ~~~~~~~~~~~~~~~~~~~ 48 Did the organization make any transfers to an exempt non-charitable related organization? ~~~~~~~~~~~~~~~~~~~~~~ 49a If "Yes," was the related organization a section 527 organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 49b Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees, and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None." (d) Health benefits, (e) Estimated (a) Name and title of each employee (b) Average hours (c) Reportable contributions to compensation (Forms per week devoted to amount of other employee benefit W-2/1099-MISC) plans, and deferred position compensation NONE compensation
f 51
Total number of other employees paid over $100,000 ~~~~~~~~~~~~~~~~ | Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the NONE organization. If there is none, enter "None." (a) Name and business address of each independent contractor (b) Type of service (c) Compensation
d Total number of other independent contractors each receiving over $100,000 ~~~~~~~~~~~~~~ | 52 Did the organization complete Schedule A? Note: All section 501(c)(3) organizations must attach a
X Yes No completed Schedule A | Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Sign Here
= =
Date
Signature of officer
CHARLOTTE A. FISCHER, CHAIRMAN Type or print name and title
Print/Type preparer's name
Preparer's signature
Date
DAVIDSON, DOYLE & Paid HILTON, LLP Preparer DAVIDSON, DOYLE & HILTON, LLP Firm's name Use Only P.O. BOX 800 Firm's address LYNCHBURG, VA 24505-0800
9 9
Check if self- employed Firm's EIN Phone no.
PTIN
9
P00146093 54-1953476 (434)846-7611
May the IRS discuss this return with the preparer shown above? See instructions |
632174 12-08-16
4
X
Yes No Form 990-EZ (2016)
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