HENRY CLAY MEMORIAL FOUNDATION
120 Sycamore Rd
Lexington KY 40502-1842
Contact Information
Nonprofit HENRY CLAY MEMORIAL FOUNDATION
Address 120 Sycamore Rd
Lexington, KY 40502 1842
Phone (859) 266-8581
Fax 859 268-7266
Contact Name James Clark
At A Glance
IRS Ruling Year 1976
Other ways to donate, support, or volunteer Ashland, The Henry Clay Estate offers a wide variety of opportunities in order to include as many people as possible who wish the help preserve Ashland, The Henry Clay Estate, a National Landmark, Educational Center, and Museum. You can become a Friend of Ashland with an annual membership, a Henry Clay Society Member, Year End Giving Campaign, sponsor an event, attend a wide array of fundraising events, adopt a tree or donate to any of our special funds including curatorial, grounds, or memorial funds. We offer an active volunteer program and have at least two hundred yearly that serve as tour docents or a variety of other duties including board member or advisory committee. We accept check, credit card, pay pal, phone or mailed donations. We have endless opportunities for in-kind donations throughout the year. 
Financial Summary
 
 
Statements
Mission Statement

The Henry Clay Memorial Foundation exists to promote the legacy of Henry Clay, to share his continued relevance locally and nationally as a great statesman and to preserve his beloved "Ashland" as a testament to his life and his love of Kentucky and the country.

Background Statement Ashland was the home of Henry Clay. Known as "The Great Compromise", Clay was a Senator, Representative, Speaker of the House, Secretary of State, and upon his death in 1852, was the first ever to lie in State in the U.S. Capital. A lawyer and masterful orator, he negotiated the Treaty of Ghent and successfully saved the Union on three separate occasions. Clay was also a significant thoroughbred horse breeder and syndicator and instrumental in Lexington becoming the Horse Capital of the World. He brought Hereford cattle to the U.S. from England and farmed the 600 acre estate. After his death, Ashland was passed to and live in by several generations of the Clay family until 1950. Ashland then became a Museum and National Historic Landmark and operated by the Henry Clay Memorial Foundation, a 501c3 non-profit organization. Today, thousands from around the country and world come to learn about the life and legacy of Henry Clay, one of our nation's greatest ever Statesmen. Guided tours by knowledgable docents are offered February through December. As an educational center, we also serve thousands of school students from all over our state. The Estate's 17 acres of grounds, historic trees, gardens and walking paths are open and free to the public year round. 
Impact Statement
The Foundation's top three accomplishments for 2015
1. Hired an Executive Director with extensive nonprofit experience.
2. Programs including Tours remain strong and are poised for growth.
3. Created the Kentucky Christmas Market featuring KY Proud vendors and Kentucky artisans -- the inaugural year was a great success. 
 
In 2016, we seek to grow our outreach to local and regional schools and home-school networks.  We will be reintroducing industrial Hemp to the Estate (Ashland was one of the largest producers of Hemp in Kentucky); and, we will be integrating contemporary art into the Mansion for the first time with the exhibit, The Loves of Aaron Burr: Portraits in Corsetry & Binding by NYC artist, Camilla Huey.
 
Needs Statement
1) Ashland, The Henry Clay Estate is replacing the 25 year-old furnace and air conditioning systems which are in serious disrepair. We are installing a new geothermal system for energy cost efficiency and green environmental technology. This geothermal system will also provide a protective environment for the furnishings and artifacts in the Mansion as well as being better for our outdoor environment for the future. Financial gifts are needed to pay for this new geothermal heating and cooling system.
2) Friends of Ashland annual memberships - in a city of over 300,000, Ashland has less than 300 annual Friend memberships. Memberships are just $50 per year for single, $75 for family and $125 for family and friend. This is an important source of income for our annual operating budget and much needed for the daily care and maintenance of the mansion, outbuildings and 17 acres of grounds, gardens, 400+ trees and walking paths which are open and free to the public 365 days a year.
3)  Henry Clay Society Members - memberships begin at $5,000 and these funds go into our endowment for the long-term preservation of Ashland, The Henry Clay Estate as a National Historic Landmark, Museum,  and Educational Center for thousands of Kentucky school students and visitors for all around the world.
4) Volunteers - the backbone of Ashland is our over 200 member volunteer force of docents, museum store staff, grounds maintenance, board members, working committees, education and events help.  
 
 
 
Service Categories
Secondary Organization Category Public & Societal Benefit /
Geographic Areas Served
Areas
International
The original Ashland Farm was 600 acres.  The majority of the property was subdivided 1920's creating the Ashland Neighborhood, Ashland Park and Chevy Chase.  The remaining 17 acres of the Henry Clay Estate serves as a park-like environment for these neighborhoods.  However, the mansion, its collections and the legacy of Henry Clay serves an international audience interested in historic preservation and American history.
Board Chair
Board Chair Mr. A.J. Singleton
Company Affiliation Stoll Keenon Ogden PLLC
Term Apr 2015 to Apr 2017
Board Members
NameAffiliationStatus
Ms. Brenda Barrett Barrett Partnership IncVoting
Ms. Wendy Bryant Becker Greenbaum Doll McDonaldVoting
Mrs. Nancy Ireland Bishop NoneVoting
Ms. Elizabeth Boone Community VolunteerVoting
Mr. Drew Fleming Stoll Keenon Ogden PLLCVoting
Mr. David Fogg RetiredVoting
Mr. Jeff Garrett Mid-American Rare Coin GalleryVoting
Dr. James G. Gay Community VolunteerVoting
Mr. Allen Grimes Dupree FundsVoting
Mr. Josh Lewis US BankVoting
Ms. Debbie Long Dudley'sVoting
Ms. Mina Mattone Bluegrass Sotheby's International RealtyVoting
Mrs. Cathy Clay Neal NoneVoting
Mr. Berry Potter Coleman Smith Inc.Voting
Rev Bob Sessum NoneVoting
Mr. Wood Simpson NoneVoting
Mr. A.J. Singleton Stoll Keenon Ogden PLLCVoting
Mr. Franklin Thompson Community VolunteerVoting
Mrs. Trudy Tibbs NoneVoting
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 18
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 10
Female 8
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 90%
Written Board Selection Criteria? Under Development
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 4
Board Co-Chair
Term Apr 2015 to Apr 2017
Standing Committees
Building
Collections
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Finance
Investment
Nominating
Additional Board Members and Affiliations
NameAffiliation
Mrs. Sue Andrew Volunteer
Mr. Lindsey Apple Retired History Prof
Mr. Kent Masterson Brown History Author, Film Maker
Mr. William Campbell Phase IV Construction
Dr. Jamie Day Transylvania University
Dr. Magdalene Karon Doctor
Mrs. Lillian Longarzo Community Volunteer
Mrs. Mina Mattone Bluegrass Sotheby's Real Estate
Mrs. Ann Miller Volunteer
Mr. Clark Nyberg Kentucky Bank
Ms. Brenda Pettit Community Volunteer
Mrs. Carol Russell Volunteer
Dr. Kim Spillman University of Kentucky
Mrs. Vivian Weil Retired
Mrs. Isabel Yates Volunteer
Comments
CEO Comments  On April 6, 2015, James M. Clark became the Foundation's Executive Director.  In 2015, Clark will work with the Board to develop policies governing the Board and its Advisory Board.  Clark will be guided by best practices recommended by the Kentucky Nonprofit Network.
CEO/Executive Director
Executive Director Mr. James M. Clark
Term Start Apr 2015
Email jclark@henryclay.org
Experience Clark brings to the Foundation more than 25 years experience in nonprofit arts and cultural management.  Recognized as a leader in his field, he has served on grants panels for the National Endowment for the Arts, Kentucky Arts Council, the Ohio Arts Council and on the Private Sector Council of Americans for the Arts.   Most recently, Clark served for 12 years as the President & CEO of LexArts, Lexington, Kentucky's United Arts Fund and Local Arts Council.  He was the President & CEO of CultureWorks, Dayton, Ohio's United Arts Fund; he was the Executive Director of the Public Art Fund in New York City; Clark also worked in local government in Los Angeles and New York City.  Clark has Bachelor of Science in Urban Studies from the University of Southern California, and a Master's Degree in Public Administration from New York University. 
Staff
Full Time Staff 4
Part Time Staff 6
Volunteers 80
Contractors 1
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 4
Female 5
Unspecified 0
Senior Staff
Title Curator and Grounds Manager
Title Director of Tour Operations
Title Executive Director
Title Retail Operations Manager
Experience/Biography Phil brings several years worth of experience of nonprofit retail management, having worked at the Indiana Historical Society and the Kentucky Historical Society. 
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Description
   Ashland offers a wide variety of educational programs and special events. We serve visitors from all around our nation and the world with tours of Ashland by our knowledgeable docents including the Mansion, outbuildings and grounds. Tours are offered February through December, Tuesday - Sunday on the hour. 
   Ashland offers tours and educational activities for school students throughout the state to help enhance school's core history curriculum while teaching students about the value of compromise in their lives and relationships. 
   Ashland's vast array of special events serves a wide variety in this community and beyond with living history activities including Civil War re-inactors, Clay family history, garden tours, Arbor Celebration to preserve Ashland's 400 mature and historic trees, lighting of Ashland's 140 year-old live Norway spruce tree at holiday time which is free to the entire community. For a complete listing of programs and events, we invite you to visit henryclay.org. 
Category
Population Served , ,
Plans & Policies
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Under Development
Years Strategic Plan Considers N/A
Management Succession Plan? No
Organization Policy and Procedures No
Nondiscrimination Policy No
Whistleblower Policy Yes
Document Destruction Policy Yes
Fiscal Year
Fiscal Year Start Jan 01, 2015
Fiscal Year End Dec 31, 2015
Projected Revenue $477,100.00
Projected Expenses $451,647.00
Endowment Value $1,600,000.00
Spending Policy Income Only
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified$0----
Individual Contributions$233,424$60,135$132,780
$0----
$164,056$70,019$203,469
Investment Income, Net of Losses$65,563$55,293$69,480
Membership Dues$18,430$20,282$15,115
Special Events$145,484$1,127,176$121,635
Revenue In-Kind$2,522----
Other$6,976$10,716$3,849
Expense Allocation
Fiscal Year201420132012
Program Expense$256,301$256,245$296,340
Administration Expense$92,876$70,620$108,849
Fundraising Expense$27,783$83,664$82,743
Payments to Affiliates------
Total Revenue/Total Expenses1.680.841.12
Program Expense/Total Expenses68%62%61%
Fundraising Expense/Contributed Revenue7%7%33%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$4,687,022$4,437,148$4,399,214
Current Assets$150,584$38,969$63,127
Long-Term Liabilities$0----
Current Liabilities$9,466$11,081$25,501
Total Net Assets$4,677,556$4,426,067$4,313,713
Form 990s
2014 Form 990
2013 990 2013
2012 2012 Form 1990
2011 990 2011
2010 990 2010
2009 990 2009
2008 Form 990
Capital Campaign
Currently in a Capital Campaign? No
State Registration Yes
Address 120 Sycamore Rd
Lexington, KY 405021842
Primary Phone 859 266-8581
Contact Email jclark@henryclay.org
CEO/Executive Director Mr. James M. Clark
Board Chair Mr. A.J. Singleton
Board Chair Company Affiliation Stoll Keenon Ogden PLLC