SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
 
Employer identification number

53-0210807
Return Reference Explanation
Form 990, Part III, Line 4b Historic Preservation & Conservation: Membership Outreach - Educate the general public on the importance of and techniques of preserving the nation's architectural and cultural heritage.
Form 990, Part VI, Section A, Line 6 The National Trust for Historic Preservation in the United States is a member organization with 154,874 members.
Form 990, Part VI, Section A, Line 7a The Organization's members have the right to elect the members of the Board of Trustees (other than statutory ex-officio Trustees). Elections are conducted at an annual membership meeting held in conjunction with an annual conference in the Fall.
Form 990, Part VI, Section B, Line 11b A copy of the Organization's 990 was provided to all members of the Organization's Board of Trustees before it was filed. The process for review was a follows: The form is prepared by staff and reviewed by management and the Independent accounting firm BDO. The draft is then made available to the Audit Committee and all board members (either digitally or in hard copy, depending on their preference). Any changes following these reviews were again reviewed by BDO before the final 990 was filed.
Form 990, Part VI, Section B, Line 12c The Organization's conflict of interest policy is sent to the board members once a year with a disclosure form that asks Trustees to describe interest in or relationships with both for-profit entities and to describe any transactions (direct or indirect) with the Organization. Trustees are also required to disclose annually any business or family relationships with other Trustees and with Officers and Key Employees of the Organization (identified by name), consistent with the disclosure obligation of Part VI, Line 2. Trustees are regularly reminded of their obligation under the policy for potential transactions. The policy also provides a process for review of potential conflicts.
Form 990, Part VI, Section B, Line 15 The Organization's Compensation Subcommittee of the Executive Committee reviews compensation of the President and top management staff (including Officers and Key Employees). All members of the Compensation Subcommittee are independent members of the Board of Trustees. The Organization regularly engages with an independent consultant to prepare a compensation study and comparability analysis, and such information for the Officers and Key Employees is made available to the Compensation Subcommittee. The Compensation Subcommittee approves compensation of the President in advance and in writing. Compensation of the other Officers and Key Employees is reviewed by the Compensation Subcommittee but is set by the President.
Form 990, Part VI, Section C, Line 19 The Organization makes digital copies of the Statutory Charter, Bylaws, Conflict of Interest Policy, Whistleblower Policy, Audit Committee Charter,Form 990, Form 990-T and current Audited Financial Statements available on its website, www.savingplaces.org under "about us/governance." These documents are also made available to any person in hard copy upon request.
Form 990, Part VII, Section A, Line 1a Carla Washinko, the current Chief Financial and Administrative Officer, was not hired until after 12/31/14, therefore no compensation is reported in Part VII, Section A, Line 1a.
Form 990, Part IX, Line 11g Other fees for service includes: 1) Consulting fees of 2,491,639, 2) Architect fees of 45,719, 3) Commissions of 319,349, 4) Telemarketing fees of 55,319, 5) Technology consulting of 263,231, 6) catering and special events of 1,125,315, 7) Data management fees of 112,818, 8) Credit card fees of 224,791, 9) Temporary employment fees of 65,367, 10) Other miscellaneous of 443,779 for a total of 5,147,327.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID: 14000267
Software Version: v1.00