THE MOUNT VERNON LADIES ASSOCIATION OF THE UNION Charity Report

Public IRS 990 nonprofit record

THE MOUNT VERNON LADIES ASSOCIATION OF THE UNION

EIN 54-0564701 · Arts, Culture & Humanities (A800)

What they do

THE MISSION of THE MOUNT VERNON LADIES ASSOCIATION is to PRESERVE, RESTORE, and MANAGE THE ESTATE of GEORGE WASHINGTON to THE HIGHEST STANDARDS and to EDUCATE VISITORS and PEOPLE THROUGHOUT THE WORLD ABOUT THE LIFE and LEGACIES of GEORGE WASHINGTON, SO THAT HIS EXAMPLE of CHARACTER and LEADERSHIP WILL CONTINUE to INFORM and INSPIRE FUTURE GENERATIONS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders38 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

65.10%of revenue went to mission work83.3% of expenses · Program services

6.40%of revenue went to fundraising8.2% of expenses

$78.16spent for every $100 of revenueRevenue covered expenses this year.

6.67%of revenue went to management and office costs8.5% of expenses

$6.24in assets for every $1 spent this yearSome assets cannot be spent right away.

52.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $599,127 for DOUGLAS BRADBURN (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$82,188,334

Mission workProgram services$53,500,73065.10% of revenue83.3% of expenses

ManagementOffice and general costs$5,478,7946.67% of revenue8.5% of expenses

FundraisingAsking for donations$5,261,7536.40% of revenue8.2% of expenses

Revenue left after expensesReported annual surplus$17,947,05721.84% of revenueShown in gray on the chart

Total expenses$64,241,27778.16% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 83.3% mission · 8.5% management · 8.2% fundraisingTotal expenses: 78.16% of revenue

2023Expense mix: 85.3% mission · 6.9% management · 7.7% fundraisingTotal expenses: 93.95% of revenue

2022Expense mix: 82.0% mission · 9.5% management · 8.5% fundraisingTotal expenses: 81.24% of revenue

2021Expense mix: 80.8% mission · 10.1% management · 9.1% fundraisingTotal expenses: 55.75% of revenue

2020Expense mix: 81.6% mission · 9.7% management · 8.7% fundraisingTotal expenses: 102.67% of revenue

2019Expense mix: 84.7% mission · 7.9% management · 7.5% fundraisingTotal expenses: 76.73% of revenue

2018Expense mix: 85.1% mission · 7.7% management · 7.2% fundraisingTotal expenses: 82.71% of revenue

2017Expense mix: 85.5% mission · 8.1% management · 6.4% fundraisingTotal expenses: 113.32% of revenue

Money in and money out

Revenue$82,188,334

Expenses$64,241,277

Annual surplus $17,947,057 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$53,500,730 · 83.3% of expenses

Management and office costs$5,478,794 · 8.5% of expenses

Fundraising$5,261,753 · 8.2% of expenses

See all reported dollar amounts

Revenue$82,188,334

Expenses$64,241,277

Assets$400,749,510

Income$90,535,016

Contributions$43,002,958

Mission work (program services)$53,500,730

Fundraising$5,261,753

Grants given$919,792

Average grant$36,792

Management and general$5,478,794

Executive compensation (total)$1,209,082

Stocks and bonds$253,255,961

Accounting fees$87,109

Investing fees$214,491

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DOUGLAS BRADBURNPRESIDENT/CEO · 40 hrs/week $599,127Base $492,791 · Other $106,336

PHILIP MANNOCHIEF FINANCIAL OFFICER · 40 hrs/week $332,898Base $287,673 · Other $45,225

SUSAN SCHOELWEREXEC DIR, HPC & SR CURATOR, RHS · 40 hrs/week $302,317Base $263,342 · Other $38,975

JOSEPH BONDISR VP, DEVELOPMENT · 40 hrs/week $298,399Base $276,108 · Other $22,291

JOE SLIGERVP, OPERATIONS · 40 hrs/week $225,011Base $155,230 · Other $69,781

KAROL WICKENSVP, EDUCATION · 40 hrs/week $216,140Base $192,067 · Other $24,073

BEREND OLTMANSDIRECTOR, IT · 40 hrs/week $213,095Base $188,351 · Other $24,744

AMELIA TURCOTTESR DIRECTOR, DEVELOPMENT · 40 hrs/week $198,713Base $167,748 · Other $30,965

CAROLINA CAMARGOSR DIRECTOR, DEVELOPMENT · 40 hrs/week $197,182Base $168,490 · Other $28,692

KENNETH HILLSR DIRECTOR, DEVELOPMENT · 40 hrs/week $190,287Base $159,662 · Other $30,625

JULIE ALMACYVP, MEDIA & COMMUNICATIONS · 40 hrs/week $187,272Base $153,253 · Other $34,019

PATRICK SPEROEXECUTIVE DIRECTORS OFFICE WL · 40 hrs/week $183,307Base $169,513 · Other $13,794

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (38)

DOUGLAS BRADBURNPRESIDENT/CEO

PHILIP MANNOCHIEF FINANCIAL OFFICER

SUSAN SCHOELWEREXEC DIR, HPC & SR CURATOR, RHS

JOSEPH BONDISR VP, DEVELOPMENT

JOE SLIGERVP, OPERATIONS

KAROL WICKENSVP, EDUCATION

BEREND OLTMANSDIRECTOR, IT

AMELIA TURCOTTESR DIRECTOR, DEVELOPMENT

CAROLINA CAMARGOSR DIRECTOR, DEVELOPMENT

KENNETH HILLSR DIRECTOR, DEVELOPMENT

JULIE ALMACYVP, MEDIA & COMMUNICATIONS

PATRICK SPEROEXECUTIVE DIRECTORS OFFICE WL

LINDSAY CHERVINSKYEXECUTIVE DIRECTORS OFFICE WL

LAURA PEEBLES RUTHERFORDVICE REGENT

VIRGINIA DAWSON LANEVICE REGENT

SUSAN MARSHALL TOWNSENDSECRETARY

SUSAN BREWSTER MCCARTHYVICE REGENT

ADRIAN MACLEAN JAYVICE REGENT

SARAH SEAMAN ALIJANIVICE REGENT

SARAH MILLER COULSONVICE REGENT

ANDREA NOTMAN SAHINVICE REGENT

MARY LANG BISHOPVICE REGENT

MARIBETH ARMSTRONG BORTHWICKVICE REGENT

MARGARET HARTMAN NICHOLSVICE REGENT

LUCIA BOSQUI HENDERSONVICE REGENT

CAROLYN SHERRILL FULLERVICE REGENT

CAMERON KOCK MAYERVICE REGENT

ANN CADY SCOTTVICE REGENT

KAREN MCCABE KIRBYVICE REGENT

ANN HAUNSCHILD BOOKOUTVICE REGENT

ANN SHERRILL PYNEVICE REGENT

HILARY CARTER WESTVICE REGENT

HELEN HERBOTH LAUGHERYVICE REGENT

ELIZABETH ROLLINS MAURANVICE REGENT

ELIZABETH MEDLIN HALEVICE REGENT

ANNE NEAL PETRIREGENT

CATHERINE MARLETTE WADDELLTREASURER

CATHERINE HAMILTON MAYTONVICE REGENT

About this charity

Recognized since: January 1938
Location: PO BOX 110, MOUNT VERNON, VA 22121-0110
County: Fairfax
In care of: % MOUN
Primary officer: PHILIP L MANNO, CFO

How to reach them

WebsiteVisit the charity’s website Emailtickets@mountvernon.org Phone(703) 780-2000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CBIZ ADVISORS LLC
NTEE classification: Arts, Culture & Humanities (A800)
IRS tax category: Historical Sites
Grant-giving organization: Yes