MARY TODD LINCOLN HOUSE
General Information
Contact Information
Nonprofit
MARY TODD LINCOLN HOUSE
Address
PO BOX 132
LEXINGTON
, KY 40588 0132
Phone
(859) 233-9999
Email
[email protected]
Contact Name
Gwen Thompson
Web and Social Media
Website
Website
Facebook
Facebook
Twitter
Twitter
At A Glance
IRS Ruling Year
1969
Other ways to donate, support, or volunteer
Donations welcome by mail at P.O. Box 132, Lexington, KY 40588
Donations by credit card welcome by calling 859-233-9999
Donations of in-kind goods and services welcome.
Volunteers needed at admissions, as docents (2 day/week commitment), and as gardeners
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Statements & Search Criteria
Statements
Mission Statement
The purpose and major activity of the Kentucky Mansions Preservation Foundation, Inc., shall be to recognize
and assist in rescue, renovation and preservation efforts for historic structures and sites throughout the
Commonwealth of Kentucky, to provide educational opportunities for the membership and the general public on
preservation and Kentucky history, and to provide management, maintenance and support for the Mary Todd
Lincoln House in Lexington, Kentucky.
Background Statement
KMPF was founded in 1968 for the preservation, restoration and maintenance of Kentucky’s historic
properties. After the refurbishment of the Governor’s Mansion, restoration on the home of Cassius Marcellus
Clay, known as White Hall, was undertaken. Though walls were at one time falling in, White Hall is now a state
Historic Shrine under the auspices of the State Parks Department. Parker Place on West Short St. received
much needed renovation and restoration and the law office of Henry Clay was preserved and restored due to
the efforts of KMPF. The once dilapidated, childhood home of Mary Todd Lincoln on West Main St. was restored
and opened to the public in 1977 as the first historic site in America to honor a First Lady.
Since 1968 KMPF has offered people from all over the world the opportunity to visit Kentucky and learn the rich
history in this area as well as the importance of preserving Kentucky’s heritage. Guided lecture tours of the
house provide visitors with information about life in the nineteenth century and give an insight to the history of
Kentucky as well as the Todd and Lincoln families. White Hall, Henry Clay’s Law Office and the Mary Todd
Lincoln House are all listed on the National Register of Historic Places
The Mary Todd Lincoln House, located on West Main Street in downtown Lexington, Kentucky was the family
home of the future wife of the 16th President. In 1977, the girlhood home opened to the public and became the
first house museum in America to honor a First Lady.
Originally built between 1803-1806 to serve as an inn, the property became the home of politician and
businessman, Robert S. Todd in 1832. Daughter Mary Todd, born in December1818, resided here until she
moved to Springfield, Illinois in 1839 to live with her elder sister. There she met and married Abraham Lincoln,
whom she brought to visit this home in the fall of 1847. Today, the 14 room house contains period furniture,
family portraits and furnishings from the Todds as well as the Lincolns.
Impact Statement
Top Accomplishments for 2016
1.) Strengthened the administrative team and collections care by hiring a full-time curator.
2.) Expanded educational programs and the number of people served, increasing visitation from 12,046 in 2015
to 13,442 in 2016.
3.) Successfully funded and installed a new wood shake roof for the house in March 2016.
Goals for 2017
1.) Increase the number of people served by 10% through increased public programming and improvements to
daily tour operations.
public programming
2.) Create new logo, website, and d print collateral, including a brochure to explore the local neighborhood and
our "Lincolns' Lexington" walking tour
3.) Planning for activities for Mary Todd Lincoln's Bicentennial in 2018.
CEO/Executive Director Statement
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Service Categories
Primary Organization Category
Arts,Culture & Humanities / History Museums
Secondary Organization Category
Arts,Culture & Humanities / Historical Societies & Historic Preservation
Tertiary Organization Category
Arts,Culture & Humanities / Arts & Culture
Geographic Areas Served
Areas
International
Local, national, and international visitors come to the museum. The majority of the museum's educational
outreach programs and special events are geared toward Lexington area residents. A traveling exhibit has a
statewide geographic service area.
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Impact
Impact
Goals
Well-financed, well-governed, and well-respected KMPF will serve well a wide variety of constituencies, as it
honors its past and leads into the future. To achieve that vision, KMPF will strengthen its financial base, expand
its educational services, increase its involvement in the community, and encourage a culture of innovation. It will
be nationally known for its professionalism, programming, and preservation.
Strategies
* Create a culture of innovation in all areas while honoring tradition
* Be actively involved and engaged in our community to increase our relevancy and better serve stakeholders
* Expand and energize educational programming, with an emphasis on entertainment, authenticity, and
historical experience
* Ensure a sustainable future for KMPF through financial stability, security, and growth
* Maintain the highest levels of best practices and standards in preservation, education, and governance
* Honor professionalism and our role as stewards, becoming a model for others
* Collaborate with other cultural, heritage, and educational institutions
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Programs
Programs
Presidents' Day Family Event
Description
The Mary Todd Lincoln House celebrates Presidents’ Day each year with
a lively event for children and their families.The event uses games and
activities throughout the house to explore a theme.Previous years’ themes
have included the Lincoln family, the Civil War, and the role of First
Lady.The annual event is designed for children ages 5-10 but is free to all
students in grades K-12.(Fayette County Public Schools are closed on
Presidents’ Day.)
Population Served
,,
Evening Themed Tours
Description
While the museum's regular tour covers Mrs. Lincoln's entire biography,
the evening programs take a closer look at specific topics related to Mr.
Lincoln and her life.The goal with the evening tours is to serve our local
community and to give them a high quality, small group, personal
experience at this popular tourist attraction.Offerings include Mrs.
Lincoln’s Civil War; Death, Mourning, and Mrs. Lincoln; Mrs. Lincoln’s
Favorite Things; and Mrs. Lincoln and Mrs. Keckly.
Population Served
,,
“A House Divided” Traveling Exhibit
Description
The exhibit is composed of eight retractable banners that explore the
Confederate sympathies of the Todd family, in-laws of Abraham Lincoln,
during the Civil War.The exhibit may be borrowed for one to two month
periods by any educational institution in Kentucky (schools, libraries,
museums, etc…).There is no cost, apart from shipping, to borrow the
exhibit.The exhibit comes with a children’s handout (looks like a coloring
book) targeted to 3-5th grade level.
Population Served
,,
Walking Tours
Description
“House Divided” Civil War Cemetery Walking Tour
Usually offered four times in the fall, the guided walking tour of Lexington
Cemetery features monuments and graves of the era, including the Todd
family plot.Print and digital versions of the walking tour are available for
free year- round for those who wish to explore on their own.
“Mrs. Lincoln’s Lexington” Downtown Walking Tours
Usually offered four times in the spring,the guided walking tour of
downtown includes locations relevant to Mrs. Lincoln’s childhood and
Lexington history.Print and digital versions of the walking tour are
available for free year- round for those who wish to explore on their own.
Population Served
,,
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Mrs. Lincoln's Salon Discussion Series
Description
The evening salon series is inspired by Mrs. Lincoln’s Blue Room salons.
At these intimate White House gatherings, politicians, literati, and friends
discussed politics, literature, and gossip. Salons at the Mary Todd Lincoln
House are held in the parlor of the museum and explore contemporary
topics through the lens of history. Previous salons have included Her
Form Inclines to Stoutness, Why Women’s History?, and First Spouse?
Population Served
,,
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Leadership & Staff
CEO/Executive Director
Executive Director
Ms. Gwen Thompson
Term Start
Mar 2004
Email
[email protected]
Staff
Full Time Staff
2
Part Time Staff
10
Volunteers
0
Contractors
0
Retention Rate
100%
Management Reports to Board?
Yes
Staff Demographics - Ethnicity
African American/Black
0
Asian American/Pacific Islander
0
Caucasian
9
Hispanic/Latino
0
Native American/American Indian
0
Other
00
Staff Demographics - Gender
Male
3
Female
9
Unspecified
0
Formal Evaluations
CEO Formal Evaluation
No
Senior Management Formal Evaluation
No
NonManagement Formal Evaluation
Yes
Non Management Formal Evaluation Frequency
Annually
State Information
Yes
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Plans & Collaborations
Plans & Policies
Organization has a Fundraising Plan?
No
Organization has a Strategic Plan?
No
Years Strategic Plan Considers
3
Management Succession Plan?
No
Organization Policy and Procedures
No
Nondiscrimination Policy
Under Development
Whistleblower Policy
No
Document Destruction Policy
Yes
Affiliations
Affiliation
Year
National Trust for Historic Preservation - Partner
2012
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Board & Governance
Board Chair
Board Chair
Mr. Robert C. Magrish
Company Affiliation
None
Term
Sept 2016 to Sept 2017
Email
[email protected]
Board Members
Name
Affiliation
Status
Ann Bretz Boone
Tandem Diabetes
Voting
Mrs. Trudy Burkhard
Volunteer
Voting
Mr. John D. Davis
Legacy Wealth Management
Voting
Mr. Brady W. Dunnigan
Dinsmore
Mrs. Ann Todd Dupree
Prudential Real Estate
Voting
Mr. Bill Farmer
Farmer's Jewelry
Voting
Mr. Dan Graves
Graves Construction
Voting
Mr. Bill Howell
WealthSouth
Voting
Dr. James C. Klotter
Georgetown College
Voting
Mr. Wade Littrell
The Council of State Governments
Dr. Priscilla Lynd
Lexington-Fayette County Health
Department
Voting
Mr. Robert Magrish
Historic Preservationist
Voting
Dr. Melissa McEuen
Transylvania University
Voting
Mrs. Dee Dee Moran
Retired
Ms. Trina R. Sheets
National Emergency Management Voting
Association
Mr. Kent Whitworth
Kentucky Historical Society
Board Demographics - Ethnicity
African American/Black
0
Asian American/Pacific Islander
0
Caucasian
16
Hispanic/Latino
0
Native American/American Indian
0
Other
00
Board Demographics - Gender
Male
9
Female
7
Unspecified
0
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Voting
Governance
Board Term Lengths
3
Board Term Limits
0
Board Meeting Attendance %
60%
Written Board Selection Criteria?
No
Written Conflict of Interest Policy?
Yes
Percentage Making Monetary Contributions
92%
Percentage Making In-Kind Contributions
14%
Number of Full Board Meetings Annually
6
Standing Committees
Finance
Building
Collections
Communications / Promotion / Publicity / Public Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Education
Membership
Comments
CEO Comments
Individuals on the Board of Directors of Kentucky Mansions Preservation Foundation serve the best interests of
the organization, accept responsibility for decisions made, undertake an active role in projects and programs,
and promote the mission of the organization. The responsibilities and expectations of board members are as
follows:
1.
The Board will govern KMPF for the purpose for which it was incorporated, as a non-profit educational
institution.
2.
The Board will ensure the fulfillment of legal requirements, including annual reports to the state, filing
federal income tax returns, and fulfilling contracts of the organization.
3.
Board members will ensure the financial well being of the organization, including fundraising and
overseeing financial management. Individual Board Members, as well as the Board as an entity, are responsible
for fundraising.
4.
Each board member is expected to set an example by making financial contributions to the
organization. At a minimum, board members should maintain a Voting Membership and pay the appropriate
dues annually. (Bylaws, Article III, Item 12)
5.
Each board member will attend the Board meetings (six regularly scheduled board meetings, the Annual
meeting, and ad hoc meetings). Each board member will be available for phone and email consultations. Two
consecutive meetings missed without prior notification will constitute a de facto resignation.
6.
Each board member is expected to sit on committees, participate in committee work, and attend
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committee meetings. Committee chairs will present a committee report at each regularly scheduled board
meeting.
7.
Board members represent the organization in the community. Each Board Member shares the
responsibility of identifying and recruiting future candidates for the Board and general membership.
8.
Board members must understand their fiduciary responsibility to protect the best interest of the
organization in good faith and on an informed basis. Board members will exercise reasonable care when
making decisions as a steward of the organization and attempt to be fully informed so that this responsibility
may be fulfilled.
9.
Board members will have undivided loyalty when making a decision for the organization. She/he will
never use information obtained for personal or professional gain, and will act in the best interest of the
organization.
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Financials
Fiscal Year
Fiscal Year Start
July 01, 2016
Fiscal Year End
June 30, 2017
Projected Revenue
$272,225.00
Projected Expenses
$271,523.00
Endowment Value
$0.00
Spending Policy
N/A
Percentage
0%
Detailed Financials
Revenue and Expenses
Fiscal Year
Total Revenue
Total Expenses
Revenue Sources
Fiscal Year
Foundation and Corporation
Contributions
Government Contributions
Federal
State
Local
Unspecified
Individual Contributions
Indirect Public Support
Earned Revenue
Investment Income, Net of Losses
Membership Dues
Special Events
Revenue In-Kind
Other
2016
$221,971
$209,590
2015
$226,890
$149,690
2014
$150,617
$146,999
2016
--
2015
--
2014
--
$0
----$48,101
-$149,787
-$4,149
--$5,312
$0
----$72,828
-$130,378
$12,743
$4,810
--$6,131
$0
----$16,491
-$123,202
$4,209
$3,185
--$951
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Expense Allocation
Fiscal Year
Program Expense
Administration Expense
Fundraising Expense
Payments to Affiliates
Total Revenue/Total Expenses
Program Expense/Total Expenses
Fundraising Expense/Contributed
Revenue
Assets and Liabilities
Fiscal Year
Total Assets
Current Assets
Long-Term Liabilities
Current Liabilities
Total Net Assets
Short Term Solvency
Fiscal Year
Current Ratio: Current Assets/Current
Liabilities
Long Term Solvency
Fiscal Year
Long-Term Liabilities/Total Assets
Top Funding Sources
Fiscal Year
Top Funding Source & Dollar Amount
Second Highest Funding Source & Dollar
Amount
Third Highest Funding Source & Dollar
Amount
2016
$131,878
$77,712
--1.06
63%
0%
2015
$105,331
$44,359
--1.52
70%
0%
2014
$41,474
$105,525
--1.02
28%
0%
2016
$1,090,580
$109,416
-$3,284
$1,087,296
2015
$1,079,507
$103,091
-$2,902
$1,076,605
2014
$999,329
$34,546
-$3,218
$996,111
2016
33.32
2015
35.52
2014
10.74
2016
0%
2015
0%
2014
0%
2016
---
2015
---
2014
---
--
--
--
Capital Campaign
Currently in a Capital Campaign?
No
Goal
$0.00
State Registration
State Registration
Yes
Comments
CEO Comments
Prior to 2012, the Mary Todd Lincoln House was the only property operated by Kentucky Mansions Preservation
Foundation (KMPF). KMPF owns the tangible property and collections of the Mary Todd Lincoln House. The
real property of MTL House is owned by the Commonwealth of Kentucky. KMPF has a long term lease
agreement with the state whereby KMPF is entirely responsible for the maintenance and operation of MTL
House. KMPF does not receive direct support from the state. However, as the owner of the real property, the
state does carry the insurance coverage on the real property.
KMPF's 990s and financial compilations prior to 2012 reflect assets, income, and expenses soley for the Mary
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Todd Todd Lincoln House since that was the only property operated by KMPF at that time. In March 2012,
KMPF was gifted the real property known as Helm Place as well as the tangible property housed therein.
Therefore KMPF's 990s and financial compilations for FYE 2012 and FYE 2013 reflect the assets, revenues,
and expenses of both the Mary Todd Lincoln House and Helm Place.
Foundation Staff Comments
KMPF's 990s contain financial information pertaining to the Mary Todd Lincoln House and other properties.
However, to present a more accurate view of this organization, graphs and financial breakdowns apply to the
Mary Todd Lincoln House only and were submitted by the organization.
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Documents
Form 990s
KMPF 990 FYE June 30,2016
KMPF 990 FYE June 30,2016
KMPF 990FYE June 30, 2015
KMPF 990 FYE June 30, 2014
KMPF 990 FYE June 30, 2013
KMPF 990 FYE June 30, 2012
990 2011
Audit Documents
KMPF Financial Compilation FYE 2013
KMPF Financial Compilation FYE 2012
KMPF Financial Compilation FYE 2011
Created 06.18.2017.
Copyright © 2017 Blue Grass Community Foundation
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