WARTIME HISTORY MUSEUM INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WARTIME HISTORY MUSEUM INC (EIN 88-1125458)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349101529
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T07:01:30+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621665434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 727121860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 881125458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wartime History Museum Inc (AKA Flying Heritage & Combat Armor Museum) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WART | BusinessNameControlTxt |
| Phone | 4794641570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD SIKORSKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE C MITCHELL | PreparerPersonNm |
| PTIN | P03095207 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,432,881 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,617,930 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,176 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $44,176 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $7,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $7,000 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $618,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $618,719 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $103,289 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $57,780 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $45,509 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $45,509 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $292,157 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $292,157 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,007,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $662,895 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $388,842 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,011,342 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,011,342 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $114,378 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $114,378 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $195,306 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $195,306 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,287 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $59,287 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $890,715 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $890,715 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,667 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $1,667 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,255,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $280,035 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,296,907 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,879,284 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,879,284 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,311 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,311 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,072,846 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,072,846 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,814,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,542,171 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,814,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,542,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,806,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $662,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $388,842 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,913,192 | CashBOYAmt |
| Cash EOY | $23,550 | CashEOYAmt |
| Cash EOYFMV | $23,550 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,597,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,597,360 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories EOY | $58,401 | InventoriesEOYAmt |
| Inventories EOYFMV | $58,401 | InventoriesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,054,499 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,512,731 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $7,541,768 | LandEOYAmt |
| Land EOYFMV | $7,541,768 | LandEOYFMVAmt |
| Other Assets BOY | $131,325,706 | OtherAssetsBOYAmt |
| Other Assets EOY | $123,211,802 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $123,211,802 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $138,238,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,432,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,432,881 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $138,238,898 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $132,432,381 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,238,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,432,381 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $138,238,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,432,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,238,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,806,517 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $132,432,381 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,432,381 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 4,000 SHARES OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $618,719 | GrossSalesPriceAmt |
| Gain Or Loss | $618,719 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $618,719 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $618,719 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,214 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,214 | SubtotalAmt |
| Tax Based On Investment Income | $9,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,094 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $45,094 | TotalPaymentsAndCreditsAmt |
| Overpayment | $35,880 | OverpaymentAmt |
| Applied To ES Tax | $35,880 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://flyingheritage.org/ | WebsiteAddressTxt |
| Individual With Books | AMBER RICHARDS | IndividualWithBooksNm |
| Phone | 8773423404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3407 109TH STREET SW | AddressLine1Txt |
| City | EVERETT | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEUART WALTON | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR, PRESIDENT | 4.000 | $0 | $0 | $0 |
| ERRON SMITH | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | SECRETARY | 1.000 | $0 | $0 | $0 |
| BRAD SIKORSKI | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER | 1.000 | $0 | $0 | $0 |
| CHARLOTTE RUTGERS | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | ASSISTANT SECRETARY | 1.000 | $0 | $0 | $0 |
| TOM WALTON | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| STACY HURST | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| JAMIE MCJUNKIN | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| MICHAEL SLONE | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| DACONA SMITH | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| COREY PETRICK | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| CHAD COX | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| KELLY WALTON | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 1.000 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ADRIAN HUNT | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | EXECUTIVE DIRECTOR | 40.000 | $334,166 | $10,895 | $0 |
| AMBER RICHARDS | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR OF OPS | 40.000 | $180,251 | $3,967 | $0 |
| GREG HEISS | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | MAINTENANCE MANAGER | 40.000 | $116,266 | $8,045 | $0 |
| ZANE KENNEDY | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | FACILITIES MANAGER | 40.000 | $87,089 | $1,973 | $0 |
| GREG SOTER | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | EQUIPMENT MECHANIC | 40.000 | $70,438 | $5,070 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EZELL AVIATION LLC | |||||
| 228 PR 150-1 | BRECKENRIDGE | TX | 76424 | RESTORATION/MAINTENANCE SERVICES | $651,508 |
| LAPLACA COHEN ADVERTISING INC | |||||
| 520 BOARDWAY FL 11 | NEW YORK | NY | 10012 | CONSULTING SERVICES | $396,952 |
| INTER-CON SECURITY SYSTEMS INC | |||||
| 210 SOUTH DE LACEY AVENUE | PASADENA | CA | 91105 | SECURITY SERVICES | $348,552 |
| VULCAN LLC | |||||
| 505 5TH AVE S STE 900 | SEATTLE | WA | 98104 | MANAGEMENT SERVICES | $147,419 |
| WALTON ENTERPRISES LLC | |||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | MANAGEMENT SERVICES | $116,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Wartime History Museum maintains and displays military aircraft and equipment of historic significance for public education. | Description1Txt |
| Expenses1 | $5,542,171 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,281,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,281,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,281,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,232,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,542,171 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $940,595 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,482,766 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $161,611 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $161,611 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $137,369 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $137,369 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,482,766 | CurrentYearAmt |
| Year1 | $132,854,140 | Year1Amt |
| Total | $139,336,906 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,482,766 | CurrentYearAmt |
| Year1 | $132,854,140 | Year1Amt |
| Total | $139,336,906 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $107,741 | CurrentYearAmt |
| Year1 | $593,619 | Year1Amt |
| Total | $701,359 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEUART L WALTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET SALES | Desc |
| Related Or Exempt Function Incm | $292,157 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,176 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $7,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $789 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,509 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,965 | ExclusionAmt |
| Related Or Exempt Function Incm | $337,666 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $389,631 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | Ticket sales allow visitors to experience a rare collection of vintage military aircraft, tanks, combat armor and other technologies, which are a testament to the era's engineering skill and humanity's spirit during the world conflicts of the 20th century. |
| 10 | Sales of gift shop and education items serve as mementos for visitors of Wartime History Museum. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| STEUART L WALTON | |||||||
| 1 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $617,930 | Yes (X) | |
| WALTON FAMILY FOUNDATION | |||||||
| 2 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $200,000 | Yes (X) | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 3 | 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | $1,800,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,000 SHARES OF PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $617,930 | FairMarketValueAmt |
| Received | 2023-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $59,287 | Amt |
| Disbursements Charitable Prps | $59,287 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depreciation | PropertyDesc |
| Current Year Expense | $1,296,907 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 4,000 SHARES OF PUBLICLY TRADED SECURITIES | AssetDesc |
| Gross Sales Price | $618,719 | GrossSalesPriceAmt |
| Basis | $617,930 | BasisAmt |
| Total Net | $789 | TotalNetAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $811,691 | $101,149 | $710,542 | $710,542 |
| LEASEHOLD IMPROVEMENTS | $8,242,808 | $1,411,582 | $6,831,226 | $6,831,226 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $195,306 | LegalFeesAmt |
| Disbursements Charitable Prps | $195,306 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MILITARY AIRCRAFT & EQUIPMENT - ARTIFACTS | Desc |
| BOY Book Value | $131,325,706 | BOYBookValueAmt |
| EOY Book Value | $123,211,802 | EOYBookValueAmt |
| EOYFMV | $123,211,802 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SECURITY | $369,136 | $369,136 |
| INSURANCE | $303,172 | $303,172 |
| INFORMATION TECHNOLOGY | $160,211 | $160,211 |
| REPAIRS AND MAINTENANCE | $82,875 | $82,875 |
| ADVERTISING AND MARKETING | $63,264 | $63,264 |
| TRAINING | $27,116 | $27,116 |
| PAYROLL FEES | $13,253 | $13,253 |
| SUPPLIES | $16,567 | $16,567 |
| LICENSES AND FEES | $11,215 | $11,215 |
| RECRUITMENT | $6,707 | $6,707 |
| MEALS AND ENTERTAINMENT | $6,198 | $6,198 |
| SHIPPING AND POSTAGE | $3,855 | $3,855 |
| BANK FEES | $3,584 | $3,584 |
| MISCELLANEOUS | $3,167 | $3,167 |
| EXHIBITS | $2,526 | $2,526 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET SALES | Desc |
| Revenue And Expenses Per Books | $292,157 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $292,157 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| EOY Book Value | $500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADMINISTRATOR & MANAGEMENT FEES | $391,550 | $391,550 |
| CONSULTING FEES | $499,165 | $499,165 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIFT SHOP/EDUCATION PRODUCTS | CategoryTxt |
| Gross Sales | $103,289 | GrossSalesAmt |
| Cost Of Goods Sold | $57,780 | CostOfGoodsSoldAmt |
| Net | $45,509 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAX | $1,975,000 | |
| PROPERTY TAX | $280,035 | $280,035 |