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 201
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 to 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, a Year End Giving Campaign participant, 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 over one hundred yearly volunteers that serve as tour docents or a variety of other ways including as board members or advisory counselors. We accept check, credit card, pay pal, phone, or mailed donations. We have endless opportunities for in-kind donations throughout the year. 
Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
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
Kentucky's first National Historic Landmark became a Museum in 1950 and is managed 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 Statesmen. Guided tours by knowledegable docents are offered February through December. As an educational center, we serve and inspire thousands of school students from all over our state. The Estate's 17 acres of grounds, historic trees, gardens and walking paths is an accredited arboretum and open and free to the public year-round.
 
Ashland was the home of Henry Clay. Known as "The Great Compromiser," 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. Capitol. 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. He was instrumental in Lexington becoming the Horse Capital of the World. He brought Hereford cattle to the U.S. from England and successfully farmed the 600 acre estate, most notably with hemp. After his death, Ashland was home to several generations of the Clay family until 1950. 
 
Impact Statement
Ashland’s education program inspires thousands of students throughout the Commonwealth. By exploring Henry Clay’s life and legacy, students understand the importance of compromise, individual decision making and public service. They connect with Kentucky’s agricultural past and future by learning about hemp production. Learning about the lives of the men, women and children enslaved at Ashland brings important historical context and perspective. The tireless work of Henry Clay’s great-granddaughter Madeline McDowell Breckinridge, a prominent suffragist and progressive reformer demonstrates perseverance for a just cause.
 
Besides history and civic education, Ashland is a much loved institution in Lexington. Clay designed the acres surrounding his mansion as "pleasure grounds," to be enjoyed by family, friends and traveling dignitaries.  This legacy continues, with 17 acres of scrupulously maintained walking paths, gardens, and a forest of venerable trees enjoyed by dog walkers, joggers, wedding parties and those celebrating milestone events. The community gathers to listen to music, play croquet, or enjoy Art at Ashland exhibits like John Henry's monumental sculpture.
Needs Statement
 
Service Categories
Secondary Organization Category Public & Societal Benefit /
Geographic Areas Served
Areas
International
Kentucky
The original Ashland Farm was 600 acres.  The majority of the property was subdivided in the 1920s, creating the Ashland,  Ashland Park, and Chevy Chase Neighborhoods.  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 Mrs. Brenda Barrett
Company Affiliation Barrett Partners Inc.
Term Apr 2017 to Apr 2019
Board Members
NameAffiliationStatus
Mr. Aaron AmmermanCommunity VolunteerVoting
Ms. Sue AndrewCommunity VolunteerVoting
Ms. Brenda BarrettBarrett Partnership IncVoting
Ms. Elizabeth BooneCommunity VolunteerVoting
Ms. Linda BreathittCommunity VolunteerVoting
Mr. Mack CoxCommunity VolunteerVoting
Mrs. Kimberly DeCampCommunity VolunteerVoting
Mr. David FoggRetiredVoting
Dr. James G. GayCommunity VolunteerVoting
Mr. Lee GreerGreer CompaniesVoting
Mr. Allen GrimesDupree FundsVoting
Mr. Josh LewisUS BankVoting
Ms. Debbie LongDudley'sVoting
Ms. Mina MattoneBluegrass Sotheby's International RealtyVoting
Mrs. Cathy Clay NealNoneVoting
Mr. Wood SimpsonNoneVoting
Mr. A.J. SingletonStoll Keenon Ogden PLLCVoting
Dr. John StewartThe Stewart SchoolVoting
Mr. Franklin ThompsonCommunity VolunteerVoting
Judge Gregory Van TatenhoveCommunity VolunteerVoting
Board Demographics - Ethnicity. Add number
Asian American/Pacific Islander 0
Caucasian 20
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 12
Female 8
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 90%
Written Board Selection Criteria? No
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
Mr. Lindsey AppleRetired History Prof
Ms. Eunice BeattyCommunity Volunteer
Mr. Kent Masterson BrownHistory Author, Film Maker
Mr. William CampbellPhase IV Construction
Dr. Jamie DayTransylvania University
Mr. Bill Farmer Jr.LFUCG
Dr. Magdalene KaronDoctor
Mrs. Lillian LongarzoCommunity Volunteer
Mrs. Ann MillerVolunteer
Ms. Janie PappasCommunity Volunteer
Mrs. Carol RussellVolunteer
Mrs. Isabel YatesVolunteer
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 5
Part Time Staff 6
Volunteers 80
Contractors 1
Retention Rate 80%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 12
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 8
Female 4
Unspecified 0
Senior Staff
Title Curator and Grounds Manager
Title Business Manager
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. 
Title Manager of Tours and Education
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 on the hour March through December, Tuesday - Saturday, and on Sundays from April through November. 
   Ashland offers tours and educational activities for school students throughout the state to help enhance 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-enactors, Clay family history, garden tours, Arbor Celebration to preserve Ashland's 400 mature and historic trees, and a Kentucky Christmas market and Ashland Illumination 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 Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served Adults, Children and Youth (0 - 19 years)
Program Comments
CEO Comments
Plans & Policies
Organization has a Fundraising Plan? No
Organization has a Strategic Plan? No
Years Strategic Plan Considers N/A
Management Succession Plan? No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Awards
Awards
Award/RecognitionOrganizationYear
Certificate of ExcellenceTrip Advisor2014
Certificate of ExcellenceTrip Advisor2015
Certificate of ExcellenceTrip Advisor2016
Certificate of ExcellenceTrip Advisor2017
Certificate of ExcellenceTrip Advisor2018
Government Licenses
Is your organization licensed by the Government? No
Financials
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start Jan 01, 2018
Fiscal Year End Dec 31, 2018
Projected Revenue $583,413.00
Projected Expenses $547,903.00
Endowment Value $1,985,400.00
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 Year201820172016
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified$0$0--
Individual Contributions$120,355$101,147$172,860
$0$0--
$164,697$116,957$129,931
Investment Income, Net of Losses$92,480$79,830$78,890
Membership Dues$18,185$16,475$17,500
Special Events$158,458$188,265$128,893
Revenue In-Kind$0$6,095--
Other$7,400$7,125$20,335
Expense Allocation
Fiscal Year201820172016
Program Expense$395,371$405,102$360,907
Administration Expense$85,517$87,387$84,458
Fundraising Expense$64,285$28,430$44,392
Payments to Affiliates------
Total Revenue/Total Expenses1.030.981.12
Program Expense/Total Expenses73%78%74%
Fundraising Expense/Contributed Revenue------
Assets and Liabilities
Fiscal Year201820172016
Total Assets$4,696,005$4,906,310$4,890,661
Current Assets$158,078$107,174$152,241
Long-Term Liabilities$0$0--
Current Liabilities$66,695$4,937$20,910
Total Net Assets$4,629,310$4,901,373$4,659,751
Form 990s
2018 Form 990
2017 Form 990
2016 Form 990
2015 Form 990
2014 Form 990
2013 990 2013
2012 2012 Form 1990
2011 990 2011
2010 990 2010
2009 990 2009
2008 Form 990
Audit Documents
2015 Audit Report
2014 Audit
Capital Campaign
Currently in a Capital Campaign? No
State Registration Yes
Comments
CEO Comments
The 2015 audit shows a deficit of $130,543 which was caused largely by a $95,500 loss on our endowment.
The organization, historically, has relied on gifts from individuals and special events, such as its annual Lawn Party, for the lion's share of its contributed revenue. In addition, earned income has been flat for the past few years. In 2016, we instituted a number of steps which have had a positive effect on our bottom line. New, temporary, exhibitions in the museum attracted 2,000 more paying visitors over the prior year. The museum store has been re-designed and developed new and exclusive merchandise which has generated a $14,000 profit. Further, special fundraising appeals generated a significant increase in unrestricted donations.
In 2017, we will build on these successes while also developing a more aggressive grant-writing discipline. Historically, the Foundation has opted not to pursue government funding or gifts from major national Foundations. Going forward, we plan to pursue a Development plan that will seek to exploit every possible opportunity.
Address 120 Sycamore Rd
Lexington, KY 405021842
Primary Phone 859 266-8581 201
Contact Email jclark@henryclay.org
CEO/Executive Director Mr. James M. Clark
Board Chair Mrs. Brenda Barrett
Board Chair Company Affiliation Barrett Partners Inc.