ARMY HISTORICAL FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARMY HISTORICAL FOUNDATION INC (EIN 52-1367225)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-12
- IRS object ID
- 202302559349301850
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-12T14:21:01-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521367225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARMY HISTORICAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARMY | BusinessNameControlTxt |
| Phone | 7035624168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 LIBERTY DR SUITE 400 | AddressLine1Txt |
| City | FORT BELVOIR | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURDETT K THOMPSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7035624168 | PhoneNum |
| Signature | 2023-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BURDETT | PersonFirstNm |
| Person Last | THOMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2023-09-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BURDETT K THOMPSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 LIBERTY DR SUITE 400 | AddressLine1Txt |
| City | FORT BELVOIR | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,198,144 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ARMYHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,032,327 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,463,588 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $105,563 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,134 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,246 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,357 | CYInvestmentIncomeAmt |
| PY Other Revenue | $236,833 | PYOtherRevenueAmt |
| CY Other Revenue | $551,056 | CYOtherRevenueAmt |
| PY Total Revenue | $17,384,969 | PYTotalRevenueAmt |
| CY Total Revenue | $10,051,135 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,557,100 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,858,370 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,680,974 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,249,652 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,339,428 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,142,152 | PYOtherExpensesAmt |
| CY Other Expenses | $8,963,507 | CYOtherExpensesAmt |
| PY Total Expenses | $8,387,726 | PYTotalExpensesAmt |
| CY Total Expenses | $13,076,779 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,997,243 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,025,644 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,487,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,524,308 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,799,599 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,862,220 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$11,312,268 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$14,337,912 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,840,638 | ExpenseAmt |
| Revenue | $731,199 | RevenueAmt |
| Desc | 2022 NATIONAL MUSEUM PROGRAMTHE FOUNDATION OPERATED ALL REVENUE-GENERATING ACTIVITIES FOR THE MUSEUM, WHICH REOPENED IN JUNE 2021 AFTER BEING TEMPORARILY CLOSED AS A HEALTH PRECAUTION DUE TO THE COVID-19 PANDEMIC. THE ARMY OWNS, OPERATES, AND MAINTAINS THE MUSEUM, WHILE THE FOUNDATION IS RESPONSIBLE FOR REVENUE GENERATION, FUNDRAISING, AND MEMBERSHIP. REVENUE GENERATING ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO: SPECIAL EVENTS, RETAIL SERVICE, FOOD SERVICES (CAFE AND CATERING), SIMULATORS, AND PHOTOGRAPHY SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $389,104 | ExpenseAmt |
| Grant | $5,250 | GrantAmt |
| Desc | 2022 HISTORICAL AND EDUCATION PROGRAM:BECAUSE THE DEPARTMENT OF THE ARMY DOES NOT PROVIDE SUCH SERVICE TO THE PUBLIC, THE FOUNDATION SERVES THE ROLE OF ANSWERING INQUIRIES INTO MATTERS OF ARMY HISTORY. THE SUBJECT OF MANY OF THESE QUERIES OFTEN RELATES TO FAMILY HISTORIES, DETAILS OF A RELATIVE'S ARMY SERVICE, FOR EXAMPLE, BUT THEY CAN ALSO COVER A WIDE RANGE OF OTHER SUBJECTS. THIS IS A FREE SERVICE PROVIDED BY FOUNDATION STAFF HISTORIANS WHO CONDUCT THE RESEARCH IN THE FOUNDATION'S OWN MILITARY LIBRARY, AT THE U.S. ARMY CENTER OF MILITARY HISTORY, THE NATIONAL ARCHIVES, AND VIA ONLINE RESOURCES. IN 2022, THE AHF STAFF RESPONDED TO NEARLY 400 INQUIRIES FROM MEMBERS, DONORS, AND THE GENERAL PUBLIC FROM ALL OVER THE COUNTRY.FOUR ISSUES OF ON POINT WERE PUBLISHED IN 2022, WITH APPROXIMATELY 5,000 COPIES PER ISSUE MAILED OUT, MOST GOING TO MEMBERS AND DONORS. THE FOUNDATION HAS PUBLISHED ON POINT, WHICH STARTED AS A QUARTERLY EIGHT-PAGE NEWSLETTER AND IS NOW A FULL-COLOR, AWARD-WINNING, 68-PAGE MAGAZINE. ON POINT FEATURES ARTICLES ON A WIDE RANGE OF ARMY HISTORY AND ARTWORK, ALONG WITH MILITARY BOOK REVIEWS AND NEWS ABOUT THE NATIONAL MUSEUM OF THE UNITED STATES ARMY. THE PUBLICATION INCLUDES ARTICLES BY NOTABLE MILITARY HISTORIANS AND ALSO PROVIDES OPPORTUNITIES FOR EMERGING HISTORIANS AND NOVICE AUTHORS TO GET PUBLISHED IN A HISTORY MAGAZINE. IN 2022, THE FOUNDATION CONTINUED PUBLISHING ON POINT IN PRINT AND ONLINE AS WELL AS EXPANDING OUR DIGITAL FOOTPRINT OVERALL. WE HAVE BEGUN A PROGRAM OF DIGITIZING PAST ISSUES OF ON POINT, WITH THE GOAL OF MAKING ALL PRIOR LONG-FORM COPIES AVAILABLE ONLINE, AS WELL AS PUBLISHING UNIQUE ARTICLES ON TOPICAL SUBJECTS IN COORDINATION WITH OUR MARKETING TEAM. THIS HAS CONTINUED TO DELIVER AHF'S ARMY JOURNAL AND HISTORY PRODUCTS ON A DIGITAL PLATFORM, INCREASING ACCESS AND VISIBILITY WHILE MAXIMIZING VALUE DURING A TIME WITH A SURGE IN DIGITAL CONTENT IN THE MARKETPLACE.THE DISTINGUISHED WRITING AWARDS PROGRAM WAS ESTABLISHED IN 1997 TO RECOGNIZE AUTHORS WHO MAKE A SIGNIFICANT CONTRIBUTION TO THE LITERATURE ON U.S. ARMY HISTORY. EACH YEAR NOMINATIONS ARE SUBMITTED TO THE AWARDS COMMITTEE BY PUBLISHERS AND JOURNAL EDITORS. A SMALL GROUP OF FINALISTS ARE SELECTED, AND A FINAL JUDGING IS MADE. THE AWARDS ARE FORMALLY PRESENTED AT THE FOUNDATION'S ANNUAL MEMBERS' MEETING. IN 2022, AHF PRESENTED $5,500 IN AWARD MONEY TO AUTHORS OF FIVE BOOKS AND TWO ARTICLES. AWARD-WINNING BOOKS INCLUDE: BIOGRAPHY - GENERAL JOHN A. RAWLINS: NO ORDINARY MAN, BY ALLEN J. OTTENS (INDIANA UNIVERSITY PRESS)OPERATIONAL/BATTLE HISTORY - ISLAND INFERNOS: THE US ARMY'S PACIFIC WAR ODYSSEY, 1944, BY JOHN C. MCMANUS (DUTTON CALIBER) INSTITUTIONAL/FUNCTIONAL HISTORY - THE UNITED STATES ARMY AND THE MAKING OF AMERICA: FROM CONFEDERATION TO EMPIRE, 1775-1903, BY ROBERT WOOSTER (UNIVERSITY PRESS OF KANSAS)JOURNALS, MEMOIRS, AND LETTERS - TILL VICTORY: THE SECOND WORLD WAR BY THOSE WHO WERE THERE, BY CLEMENT HORVATH (PEN & SWORD MILITARY) UNIT HISTORY - MEN OF ARMOR: THE HISTORY OF B COMPANY, 756TH TANK BATTALION IN WORLD WAR II, PART ONE: BEGINNINGS, NORTH AFRICA, AND ITALY, BY JEFF DANBY (CASEMATE)AWARD-WINNING ARTICLES INCLUDE: ACADEMIC JOURNALS "THE GULF WAR AT 30," BY J. TRAVIS MOGER. ARMY HISTORY, WINTER 2021JOURNALS AND MAGAZINES "A SAVIOR OF THE CAPITOL," BY PAUL RUSSINOFF. MILITARY IMAGES, SPRING 2021THE BOOK AWARD WINNERS RECEIVE A PLAQUE HONORING THE BOOK AND A $1,000 CASH AWARD; THE ARTICLE AWARD WINNERS ALSO RECEIVE A PLAQUE AND A $250 CASH AWARD. THE AWARDS WERE PRESENTED AT THE FOUNDATION'S ANNUAL MEETING IN 2022 AT THE NATIONAL MUSEUM OF THE U.S. ARMY AT FORT BELVOIR, VIRGINIA. THE ARMY HISTORICAL FOUNDATION, A NONPROFIT, TAX-EXEMPT ORGANIZATION, IS DEDICATED TO PRESERVING THE HISTORY AND HERITAGE OF THE AMERICAN SOLDIER. ITS GOAL IS TO PROMOTE GREATER PUBLIC APPRECIATION FOR THE CONTRIBUTIONS THAT AMERICA'S ARMY - REGULAR, RESERVE, AND NATIONAL GUARD - HAS MADE TO THE NATION IN 247 YEARS OF SERVICE. THE FOUNDATION IS THE PRINCIPAL FUNDRAISER TO BUILD THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, WHICH OFFICIALLY OPENED ON NOVEMBER 11, 2020, AT FORT BELVOIR.IN ADDITION TO FUNDRAISING FOR AND MANAGING THE REVENUE GENERATING ACTIVITIES IN THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, THE FOUNDATION'S PROJECTS AND ACTIVITIES INCLUDE THE REFURBISHMENT OF HISTORICAL ARMY BUILDINGS, ACQUISITION AND CONSERVATION OF HISTORICAL ART, ARTIFACTS, AND DOCUMENTS; SUPPORT OF ARMY HISTORY EDUCATION PROGRAMS; HISTORICAL RESEARCH; PUBLICATION OF HISTORICAL MATERIALS ON THE AMERICAN SOLDIER; AND PROVIDING COUNSEL AND SUPPORT TO PRIVATE AND GOVERNMENTAL ORGANIZATIONS COMMITTED TO THE SAME GOALS AS THE FOUNDATION.THE ARMY HISTORICAL FOUNDATION'S INTERN PROGRAM PROVIDES OPPORTUNITIES FOR HIGH SCHOOL, UNDERGRADUATE, AND GRADUATE STUDENTS WHO HAVE AN INTEREST IN U.S. ARMY HISTORY TO GAIN PRACTICAL WORK EXPERIENCE UNDER THE SUPERVISION OF THE FOUNDATION'S STAFF HISTORIANS. USING THE AHF LIBRARY AND VARIOUS ONLINE AND ARCHIVAL RESOURCES, AHF INTERNS (ASSISTANT HISTORIANS) PERFORM MANY OF THE SAME TASKS AS THE FOUNDATION'S REGULAR STAFF, INCLUDING WRITING AND EDITING ARTICLES FOR ON POINT, RESEARCHING AND ANSWERING HISTORICAL INQUIRIES, AND CONDUCTING IMAGE RESEARCH. AHF INTERNS HAVE GONE ON TO VARIOUS CAREERS AND OTHER ENDEAVORS AFTER COMPLETING INTERNSHIPS, INCLUDING EMPLOYMENT AS HISTORIANS, CURATORS, AND TEACHERS, AS WELL AS ACCEPTANCE TO GRADUATE PROGRAMS IN HISTORY AND LIBRARY SCIENCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,229,742 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL J WEILER | PersonNm |
| Phone | 7035624168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 LIBERTY DR SUITE 400 | AddressLine1Txt |
| City | FORT BELVOIR | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22060 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MG RUSSELL L FUHRMAN USA-RET | |||||||
| BOARD DIRECTOR AND ASST SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEN ERIC K SHINSEKI USA-RET | |||||||
| BOARD CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LTG LARRY JORDAN USA-RET | |||||||
| BOARD VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COL RAYMOND K BLUHM USA-RET | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE RUB BROOKS | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DON M FOX | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GRALING | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARSALAN LUTFI | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SMA KENNETH O PRESTON USA-RET | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COL KREWASKY SALTER USA-RET PHD | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LTG JEFFREY SORENSON USA-RET | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN C STARKS | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LTC JORDAN E TANNENBAUM USAR-RET | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEN DENNIS L VIA USA-RET | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL J WEILER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $132,384 | $0 | $28,486 | ||
| DR RICHARD E TALLEY COL USA-RET | |||||||
| VP OF STRATEGIC INIT. (THRU 9/22) | 40.00 | Yes (X) | $92,971 | $0 | $3,719 | ||
| LTG ROGER C SCHULTZ USA-RET | |||||||
| PRESIDENT | 40.00 | Yes (X) | $142,179 | $0 | $5,468 | ||
| JULIE E KAPLAN | |||||||
| VP OF DEVELOPMENT | 40.00 | $131,282 | $0 | $5,251 | Yes (X) | ||
| JAMIE L HUBANS | |||||||
| VP OF MARKETING COMMUNICAT | 40.00 | $139,216 | $0 | $5,711 | Yes (X) | ||
| KERRI A KLINE | |||||||
| VP OF OPERATIONS | 40.00 | $143,081 | $0 | $5,721 | Yes (X) | ||
| RICHARD A COUTURE | |||||||
| VP OF PROGRAMS & SERVICES | 40.00 | $137,013 | $0 | $37,258 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $918,126 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,614 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KT ENTERPRISES | |||||
| 20116 ASHBROOK PL STE 240 | ASHBURN | VA | 20147 | LANDSCAPE DEVELOPMENT | $3,377,150 |
| DIRECT MAIL PROCESSORS INC | |||||
| 1150 CONRAD CT | HAGERSTOWN | MD | 21740 | RESPONSE PROCESSING SERVICES | $658,521 |
| STRATUSLIVE LLC | |||||
| 6465 COLLEGE PARK SQ STE 312 | VIRGINIA BEACH | VA | 23464 | DATABASE MANAGEMENT | $354,960 |
| CUSIMANO & ASSOCIATES LLC | |||||
| 901 SONTERRA BLVD STE 311 | SAN ANTONIO | TX | 78258 | CONSTRUCTION MANAGEMENT | $290,150 |
| FLIK HOSPITALITY GROUP | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICE | $285,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,463,588 | AllOtherContributionsAmt |
| Total Contributions | $9,463,588 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL TOURS AND | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $33,134 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,134 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,134 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,357 | TotalRevenueColumnAmt |
| Exclusion | $3,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $698,065 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $147,009 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $551,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $551,056 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,051,135 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $584,190 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,357 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,250 | TotalAmt |
| Program Services | $5,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,254 | TotalAmt |
| Program Services | $104,315 | ProgramServicesAmt |
| Management And General | $134,061 | ManagementAndGeneralAmt |
| Fundraising | $166,878 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978,664 | TotalAmt |
| Program Services | $509,321 | ProgramServicesAmt |
| Management And General | $654,557 | ManagementAndGeneralAmt |
| Fundraising | $814,786 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,296 | TotalAmt |
| Program Services | $18,095 | ProgramServicesAmt |
| Management And General | $23,254 | ManagementAndGeneralAmt |
| Fundraising | $28,947 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,873 | TotalAmt |
| Program Services | $97,524 | ProgramServicesAmt |
| Management And General | $125,335 | ManagementAndGeneralAmt |
| Fundraising | $156,014 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,283 | TotalAmt |
| Program Services | $6,508 | ProgramServicesAmt |
| Management And General | $8,364 | ManagementAndGeneralAmt |
| Fundraising | $10,411 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,960 | TotalAmt |
| Management And General | $9,449 | ManagementAndGeneralAmt |
| Fundraising | $2,511 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,477 | TotalAmt |
| Management And General | $31,979 | ManagementAndGeneralAmt |
| Fundraising | $8,498 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,652 | TotalAmt |
| Fundraising | $1,249,652 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,183 | TotalAmt |
| Management And General | $139,192 | ManagementAndGeneralAmt |
| Fundraising | $36,991 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $938,849 | TotalAmt |
| Program Services | $43,391 | ProgramServicesAmt |
| Fundraising | $895,458 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,221 | TotalAmt |
| Program Services | $132,894 | ProgramServicesAmt |
| Management And General | $124,412 | ManagementAndGeneralAmt |
| Fundraising | $253,915 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,480 | TotalAmt |
| Program Services | $10,783 | ProgramServicesAmt |
| Management And General | $10,095 | ManagementAndGeneralAmt |
| Fundraising | $20,602 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,203 | TotalAmt |
| Program Services | $25,843 | ProgramServicesAmt |
| Management And General | $5,527 | ManagementAndGeneralAmt |
| Fundraising | $4,833 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,395 | TotalAmt |
| Program Services | $12,321 | ProgramServicesAmt |
| Management And General | $11,534 | ManagementAndGeneralAmt |
| Fundraising | $23,540 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,855,612 | TotalAmt |
| Program Services | $1,788,525 | ProgramServicesAmt |
| Management And General | $67,087 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,631 | TotalAmt |
| Program Services | $45,916 | ProgramServicesAmt |
| Management And General | $42,985 | ManagementAndGeneralAmt |
| Fundraising | $87,730 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,171 | TotalAmt |
| Management And General | $33,171 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MUSEUM OPERATIONS | $4,351,157 | $4,282,975 | $68,182 | |
| MISC. PROGRAM SUPPORT | $383,255 | $4,830 | $18,425 | $360,000 |
| WEBSITE/NEWSLETTER | $295,498 | $76,836 | $218,662 | |
| POST MUSEUM TRANSFER CO | $64,415 | $64,415 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,076,779 | TotalAmt |
| Program Services | $7,229,742 | ProgramServicesAmt |
| Management And General | $1,507,609 | ManagementAndGeneralAmt |
| Fundraising | $4,339,428 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,300 | BOYAmt |
| EOY | $5,462 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,510,511 | BOYAmt |
| EOY | $5,017,896 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,666,438 | BOYAmt |
| EOY | $4,766,670 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981 | BOYAmt |
| EOY | $432 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,153 | BOYAmt |
| EOY | $97,258 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,265 | BOYAmt |
| EOY | $80,428 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,146 | BOYAmt |
| EOY | $37,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $853,737 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $335,508 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,537 | BOYAmt |
| EOY | $518,229 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,487,331 | BOYAmt |
| EOY | $10,524,308 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,835 | BOYAmt |
| EOY | $1,168,008 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,906 | BOYAmt |
| EOY | $43,620 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,120,858 | BOYAmt |
| EOY | $23,650,592 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,799,599 | BOYAmt |
| EOY | $24,862,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$20,929,927 | BOYAmt |
| EOY | -$20,028,818 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,617,659 | BOYAmt |
| EOY | $5,690,906 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$11,312,268 | BOYAmt |
| EOY | -$14,337,912 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,487,331 | BOYAmt |
| EOY | $10,524,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,025,644 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,047,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,373,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,770,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,032,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,463,588 | CurrentTaxYearAmt |
| Total | $86,688,064 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,047,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,373,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,770,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,032,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,463,588 | CurrentTaxYearAmt |
| Total | $86,688,064 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $86,688,064 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,357 | CurrentTaxYearAmt |
| Total | $69,461 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,520 | CurrentTaxYearMinus4YearsAmt |
| Total | $5,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $86,763,045 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,150,842 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INCOME FROM FUNDRAISING EVENTS - 2018 AMOUNT: $ 5,520. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $779,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $265,927 | DepreciationAmt |
| Book Value | $513,955 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,581 | DepreciationAmt |
| Book Value | $4,274 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $518,229 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,581,713 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $383,569 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $147,009 | OtherRevenueAmt |
| Revenue Not Reported | $530,578 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,051,135 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,051,135 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,607,357 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $383,569 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $147,009 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $530,578 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,076,779 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,076,779 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS UNDER SECTION 170(B)(1)(A). MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT IT HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD ON LINE 10B 147,009. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD ON LINE 10B 147,009. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PRINT MAIL COMMUNICATIONS INC | ||||||||
| 4333 DAVENPORT ROAD | FREDERICKSBURG | VA | 22408 | MAIL MARKETING | 0 | $1,358,375 | $280,300 | $1,078,075 |
| ODELL SIMMS INC | ||||||||
| 1593 SPRING HILL ROAD | TYSONS CORNER | VA | 22182 | DIRECT MARKETING CONSULTANTS | 0 | $1,223,462 | $252,460 | $971,002 |
| ARADIUS GROUP | ||||||||
| 4700 F STREET | OMAHA | NE | 68117 | MAIL MARKETING | 0 | $942,586 | $194,502 | $748,084 |
| DIRECT MAIL MANAGEMENT | ||||||||
| 5540 KETCH ROAD | PRINCE FREDERICK | MD | 20678 | MAIL MARKETING | 0 | $704,853 | $145,446 | $559,407 |
| SOUTHWEST PUBLISHING & MAILING CORPORATION | ||||||||
| 4000 SE ADAMS STREET | TOPEKA | AR | 66609 | MAIL MARKETING | 0 | $528,306 | $109,016 | $419,291 |
| TRI-STATE ENVELOPE CORPORATION | ||||||||
| 1 ORGLER PLACE | ASHLAND | PA | 17921 | MAIL MARKETING | 0 | $377,472 | $77,891 | $299,581 |
| CONRAD DIRECT | ||||||||
| 800 KINDERKAMACK RD | ORADELL | NJ | 07649 | MAIL MARKETING | 0 | $364,255 | $75,164 | $289,091 |
| YORK GRAPHIC SERVICES CO | ||||||||
| 3650 WEST MARKET STREET | YORK | PA | 17404 | MAIL MARKETING | 0 | $288,205 | $59,471 | $228,734 |
| PROFESSIONAL PRINTERS INC | ||||||||
| 1730 OLD DUNBAR RD | WEST COLUMBIA | SC | 29172 | MAIL MARKETING | 0 | $268,491 | $55,403 | $213,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $6,056,005 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,249,653 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $4,806,353 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | VI | LicensedStatesCd |
| Licensed States | PR | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS AND AWARDS | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $5,250 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD A COUTURE | ||||||||||||||
| VP OF PROGRAMS & SERVICES | $137,013 | $0 | $0 | $0 | $0 | $0 | $4,318 | $0 | $32,965 | $0 | $174,296 | $0 | $0 | $0 |
| PAUL J WEILER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $132,384 | $0 | $0 | $0 | $0 | $0 | $5,583 | $0 | $22,929 | $0 | $160,896 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I & III, DESCRIPTION OF ORGANIZATION MISSION: | THE MISSION OF THE ARMY HISTORICAL FOUNDATION (AHF) IS TO HONOR THE AMERICAN SOLDIER BY PRESERVING AND PRESENTING THE HISTORY AND HERITAGE OF THE UNITED STATES ARMY. AHF IS THE OFFICIAL FOUNDATION OF THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, RESPONSIBLE FOR FUNDRAISING, MEMBERSHIPS, AND OPERATIONAL AND ATTRACTIONS MANAGEMENT. THE FOUNDATION WAS ESTABLISHED IN 1983 AS A MEMBER-BASED, CHARITABLE 501(C)(3) NONPROFIT ORGANIZATION. AHF'S MISSION AND VISION IS ROOTED IN OVER FIVE DECADES OF EXPERIENCE IN THE ARMY HISTORY COMMUNITY. AHF STRIVES TO: ENGAGE: CREATE A MEANINGFUL MUSEUM EXPERIENCE FOR VISITORS OF ALL AGES, IMMERSING THEM IN ARMY HISTORY AND THE LIVES OF OUR SOLDIERS, THEIR FAMILIES, AND THE ARMY COMMUNITY. EDUCATE: HELP TELL THE ARMY STORY BY SHOWCASING THE ROLE AND RELATIONSHIP OF THE U.S. TO THE NATION. INSPIRE: ENCOURAGE OTHERS TO LEARN MORE ABOUT THE U.S. ARMY THROUGH SOLDIER'S STORIES THAT ALSO PROMOTE ESPRIT DE CORPS AND ARMY VALUES. HONOR: HONOR THE SERVICE AND SACRIFICE OF THE AMERICAN SOLDIER AND THE ARMY FAMILY. PRESERVE: ENSURE THAT THE HISTORY, HERITAGE, LESSONS, AND LEGACY OF THE U.S. ARMY IS PRESERVED FOR FUTURE GENERATIONS. CONTINUING OTHER ARMY HISTORY INITIATIVES (PUBLISH THE AWARD-WINNING QUARTERLY JOURNAL OF ARMY HISTORY-ON POINT, ANSWER NEARLY 400 HISTORICAL INQUIRIES ANNUALLY, CONDUCT BATTLE RIDES TO HISTORICAL SITES AND OTHER BATTLEFIELDS, PRESENT ANNUAL BOOK AND ARTICLE AWARDS FOR THE WRITING OF U.S. ARMY HISTORY; AND PUBLICLY RECOGNIZE MAJOR INDIVIDUAL, CORPORATE, AND FOUNDATION CONTRIBUTIONS TO THE NMUSA, PUBLICIZE THE FOUNDATION'S LEAD ROLE IN SUPERVISING THE NMUSA'S CONSTRUCTION PROGRESS AND OPEN BUSINESSES AT THE NMUSA AS THE RESPONSIBLE PARTY FOR ALL REVENUE GENERATING ACTIVITIES (FOOD SERVICE, RETAIL SERVICES, SIMULATORS, SPECIAL EVENTS, ETC.) |
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE 4 CLASSES OF MEMBERS: LIFE ($1,500), CHARTER ($100), SUSTAINING ($50), AND BASIC ($25). |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER IN GOOD STANDING OF THE FOUNDATION SHALL HAVE ONE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST (AHF POLICY #1-97) ANY STAFF MEMBER WHO MAY BE INVOLVED IN AN AHF BUSINESS TRANSACTION IN WHICH THERE IS A POSSIBLE CONFLICT OF INTEREST SHALL PROMPTLY REPORT THE POSSIBLE CONFLICT TO THE BOARD CHAIR/PRESIDENT. IF THE POSSIBLE CONFLICT INVOLVES THE SENIOR MANAGEMENT, THE POSSIBLE CONFLICT SHALL THEN BE REPORTED TO THE BOARD CHAIR/PRESIDENT. THE BOARD CHAIR, AFTER RECEIVING INFORMATION ABOUT A POSSIBLE CONFLICT OF INTEREST, SHALL TAKE SUCH ACTION AS IS NECESSARY TO ASSURE THAT THE TRANSACTION IS COMPLETED IN THE BEST INTEREST OF THE AHF WITHOUT THE SUBSTANTIVE INVOLVEMENT OF THE PERSON WHO HAS THE POSSIBLE CONFLICT OF INTEREST. (THIS DOES NOT MEAN THAT THE PURCHASE OR OTHER TRANSACTION MUST NECESSARILY BE DIVERTED, BUT SIMPLY THOSE PERSONS OTHER THAN THE ONE WITH THE POSSIBLE CONFLICT SHALL MAKE THE JUDGMENTS INVOLVED AND SHALL CONTROL THE TRANSACTION.) DEFINITIONS. A. "INVOLVED IN AN AHF BUSINESS TRANSACTION" MEANS INITIATING, MAKING THE PRINCIPAL RECOMMENDATION FOR, OR APPROVING A PURCHASE OR CONTRACT; RECOMMENDING OR SELECTING A VENDOR OR CONTRACTOR; DRAFTING OR NEGOTIATING THE TERMS OF SUCH A TRANSACTION; OR AUTHORIZING OR MAKING PAYMENT FROM AHF ACCOUNTS. THIS INCLUDES NOT ONLY TRANSACTIONS FOR AHF'S PROCUREMENT OF GOODS AND SERVICES, BUT ALSO FOR THE DISPOSITION OF AHF PROPERTY, AND THE PROVISION OF SERVICES OR SPACE BY THE AHF. B. A "POSSIBLE CONFLICT OF INTEREST" IS DEEMED TO EXIST WHEN AN AHF EMPLOYEE OR A CLOSE RELATIVE, OR A MEMBER OF THAT PERSON'S HOUSEHOLD, IS AN OFFICER, DIRECTOR, EMPLOYEE, PROPRIETARY, PARTNER, OR TRUSTEE OF, OR, WHEN AGGREGATED WITH CLOSE RELATIVES AND MEMBERS OF THAT PERSON'S HOUSEHOLD, HOLDS 1% OR MORE OF THE ISSUED STOCK IN THE ORGANIZATION SEEKING TO DO BUSINESS WITH THE AHF. A POSSIBLE CONFLICT IS ALSO CONSIDERED TO EXIST WHERE SUCH A PERSON IS (OR EXPECTS TO BE) RETAINED AS A PAID CONSULTANT OR CONTRACTOR BY AN ORGANIZATION WHICH SEEKS TO DO BUSINESS WITH AHF, AND WHENEVER A TRANSACTION WILL ENTAIL A PAYMENT OF MONEY OF THAT PERSON'S HOUSEHOLD. C. A "POSSIBLE CONFLICT OF INTEREST" EXISTS WHEN AN EMPLOYEE OF AHF HAS AN INTEREST IN AN ORGANIZATION WHICH IS IN COMPETITION WITH A FIRM SEEKING TO DO BUSINESS WITH THE AHF IF THE INDIVIDUAL'S POSITION GIVES HIM OR HER ACCESS TO PROPRIETARY OR OTHER PRIVILEGED INFORMATION WHICH COULD BENEFIT THE FIRM IN WHICH HE OR SHE HAS AN INTEREST. D. A "POSSIBLE CONFLICT OF INTEREST" EXISTS WHEN AN AHF EMPLOYEE IS A TRUSTEE, DIRECTOR, OFFICER, OR EMPLOYEE OF A NOT-FOR-PROFIT ORGANIZATION WHICH IS SEEKING TO DO BUSINESS WITH OR HAVE A SIGNIFICANT CONNECTION WITH THE AHF OR IS ENGAGED IN ACTIVITIES WHICH COULD BE SAID IN A BUSINESS CONTEST TO BE "IN COMPETITION WITH" THE PROGRAMS OF THE AHF. A COPY OF AHF POLICY #1-97 SHALL BE REVIEWED ANNUALLY BY EACH AHF EMPLOYEE WHO REGULARLY INITIATES, REVIEWS OR APPROVES AHF CONTRACTS OR OTHER COMMITMENTS. SUCH EMPLOYEES SHALL THEN COMPLETE THE ACKNOWLEDGEMENT AT ENCLOSURE 1 AND RETURN IT TO THE FOUNDATION SECRETARY FOR INCLUSION IN AHF OFFICIAL FILES. A WRITTEN RECORD OF ANY CONFLICTS OF INTEREST SHALL ALSO BE KEPT BY THE SECRETARY AS A PART OF AHF OFFICIAL FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
| FORM 990, PART VI, SECTION B, QUESTION 13: | EMPLOYEES ARE ENCOURAGED TO REPORT TO SENIOR MANAGEMENT (PRESIDENT OR THE VP OF OPERATIONS) OR TO ANY MEMEBER OF THE BOARD OF DIRECTORS ANY KNOWN OR SUSPECTED ILLEGAL ACTIVITIES THAT THEY BELIEVE HAVE BEEN CONDUCTED BY AN EMPLOYEE IN CONNECTION WITH FINANCES OR ANY OTHER OPERATIONAL ASPECT OF THE FOUNDATION. THIS WHISTLE BLOWER POLICY PREVENTS BY LAW, ANYONE IN THE FOUNDATION FROM RETALIATING AGAINST OR PUNISHING AN EMPLOYEE FOR REPORTING CONDUCT THAT THE EMPLOYEE REASONABLY BELIEVES TO BE ILLEGAL. |
| FORM 990, PART VI, SECTION B, QUESTION 14: | THIS POLICY INFORMS FOUNDATION EMPLOYEES THAT IT IS AN OBSTRUCTION OF JUSTICE OFFENSE TO DESTROY, FALSIFY, OR ALTER ANY RECORDS OR DOCUMENTS IN ORDER TO IMPEDE A FEDERAL INVESTIGATION. IF ANY EMPLOYEE IS ASKED TO FALSIFY, DESTORY, OR ALTER ANY RECORDS, HE SHOULD IMMEDIATELY INFORM SENIOR MANAGEMENT OR THE BOARD OF DIRECTORS (IF SENIOR MANAGEMENT IS INVOLVED IN THE OFFENSE). |