2023-11-15T11:02:16-06:00 2022-12-31 431305800 UHY ADVISORS MO INC 605 WEST 47TH STREET SUITE 301 KANSAS CITY MO 64112 990 2022-01-01 436052673 LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WWI MUSEUM AND MEMORIAL LIBE 8168888100 2 MEMORIAL DRIVE KANSAS CITY MO 64108 MATTHEW NAYLOR PRESIDENT/CEO 8168888100 2023-11-14 1 MATTHEW NAYLOR XXX-XX-XXXX 1 STEVEN WIEBLER P00268044 8169313393 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW NAYLOR 2 MEMORIAL DRIVE KANSAS CITY MO 64108 16363719 0 X WWW.THEWORLDWAR.ORG X 1919 MO THE NATIONAL WWI MUSEUM AND MEMORIAL (MUSEUM AND MEMORIAL) IS AMERICA'S LEADING INSTITUTION DEDICATED TO REMEMBERING, INTERPRETING, AND UNDERSTANDING THE GREAT WAR AND ITS ENDURING IMPACT ON THE GLOBAL COMMUNITY. THE MUSEUM AND MEMORIAL FULFILLS THIS MISSION BY: ESTABLISHING THE MUSEUM AND MEMORIAL AS THE FOREMOST INTERPRETER AND RESOURCE FOR INSIGHT INTO THE GREAT WAR AND ITS ENDURING IMPACT; PROVIDING FIRST-CLASS VISITOR AND VIRTUAL EXPERIENCE, AND DELIVERING INCREASINGLY ENGAGING AND ACCESSIBLE ACTIVITIES AND EXPERIENCES TO DIVERSE AUDIENCES; DEVELOPING AND ENRICHING PHILANTHROPIC RELATIONSHIPS AND PROGRAMS NECESSARY TO ENSURE LONG-TERM SUSTAINABILITY; ESTABLISHING THE MUSEUM AND MEMORIAL AS A 'MUST-SEE' DESTINATION, AND SOURCE OF CIVIC PRIDE; AND ENGAGING AND INSPIRING KEY CONSTITUENTS TO CONTRIBUTE TO THE EXCELLENCE OF THE NATIONAL WWI MUSEUM AND MEMORIAL. 19 19 67 550 0 0 10461527 6635761 3009443 3222206 584432 377247 406481 373348 14461883 10608562 0 0 360854 343906 3736394 4099294 130331 0 660282 5952257 5338107 10179836 9781307 4282047 827255 35751544 36123322 617357 1405540 35134187 34717782 X THE NATIONAL WWI MUSEUM AND MEMORIAL (MUSEUM AND MEMORIAL) IS AMERICA'S LEADING INSTITUTION DEDICATED TO REMEMBERING, INTERPRETING AND UNDERSTANDING THE GREAT WAR AND ITS ENDURING IMPACT ON THE GLOBAL COMMUNITY. THE MUSEUM AND MEMORIAL FULFILLS THIS MISSION BY:- ESTABLISHING THE MUSEUM AND MEMORIAL AS THE FOREMOST INTERPRETER AND RESOURCE FOR INSIGHT INTO THE GREAT WAR AND ITS ENDURING IMPACT- PROVIDING FIRST-CLASS VISITOR AND VIRTUAL EXPERIENCE, AND DELIVERING INCREASINGLY ENGAGING AND ACCESSIBLE ACTIVITIES AND EXPERIENCES TO DIVERSE AUDIENCES; DEVELOPING AND ENRICHING PHILANTHROPIC RELATIONSHIPS AND PROGRAMS NECESSARY TO ENSURE LONG-TERM SUSTAINABILITY- ESTABLISHING THE MUSEUM AND MEMORIAL AS A 'MUST-SEE' DESTINATION, AND SOURCE OF CIVIC PRIDE- ENGAGING AND INSPIRING KEY CONSTITUENTS TO CONTRIBUTE TO THE EXCELLENCE OF THE NATIONAL WWI MUSEUM AND MEMORIAL. 0 0 5802552 3222206 MUSEUM & MEMORIAL OPERATIONS: SHORTLY AFTER WORLD WAR I ENDED, A GROUP OF KANSAS CITY LEADERS FORMED AN ASSOCIATION TO CREATE A LASTING MEMORIAL TO THOSE WHO SERVED. IN 1919, A FUNDRAISING CAMPAIGN RESULTED IN 83,000 RESIDENTS CONTRIBUTING $2.5 MILLION IN 10 DAYS (MORE THAN $45 MILLION IN CURRENT DOLLARS). IN 1921, A SITE DEDICATION HOSTED MORE THAN 100,000 PEOPLE, INCLUDING THE FIVE MAJOR ALLIED COMMANDERS, THE FIRST TIME THESE INDIVIDUALS WERE IN THE SAME PLACE AT THE SAME TIME. FOLLOWING YEARS OF PLANNING AND CONSTRUCTION, THE FACILITY OPENED IN 1926 TO A CROWD OF MORE THAN 150,000 PEOPLE, INCLUDING U.S. PRESIDENT CALVIN COOLIDGE. AT THE TIME, IT WAS THE LARGEST AUDIENCE A U.S. PRESIDENT HAD EVER ADDRESSED AT ONE TIME. AFTER DECADES OF UNADDRESSED DEFERRED MAINTENANCE, THE FACILITY TEMPORARILY CLOSED IN 1994. ONCE AGAIN, KANSAS CITY AREA RESIDENTS ROSE TO THE CHALLENGE AT THIS CRITICAL JUNCTURE AND RAISED $102 MILLION FOR RENOVATIONS AND A MAJOR EXPANSION TO BUILD A WORLD-CLASS MUSEUM BELOW THE MEMORIAL COURTYARD. AFTER ACHIEVING NATIONAL HISTORIC LANDMARK STATUS AND DESIGNATION FROM CONGRESS AS AMERICA'S OFFICIAL WWI MUSEUM, THE EXPANDED MUSEUM AND MEMORIAL OPENED TO THE PUBLIC IN DECEMBER 2006. CONGRESS ADDED A SECOND DESIGNATION IN 2014, EFFECTIVELY RENAMING THE ORGANIZATION THE NATIONAL WWI MUSEUM AND MEMORIAL. MILLIONS OF PEOPLE FROM ACROSS THE NATION AND GLOBE HAVE VISITED TO SEE THE WORLD'S MOST DIVERSE AND COMPREHENSIVE WORLD WAR I COLLECTION. AN INSTITUTION OF THE PEOPLE, BY THE PEOPLE AND FOR THE PEOPLE, THE MUSEUM AND MEMORIAL IS KANSAS CITY'S GIFT TO THE WORLD. AS OF DECEMBER 31, 2022, THE MUSEUM AND MEMORIAL EMPLOYS 42 FULL-TIME AND 8 PART-TIME STAFF. ADDITIONALLY, IN 2022 538 CORE VOLUNTEERS PROVIDED OVER 57,045 HOURS OF SERVICE. VOLUNTEERS GREET GUESTS, PROVIDE EXPERT TOURS, PROVIDE GUIDANCE, SUPPORT SPECIAL PROJECTS, ASSIST WITH PROMOTION, ANSWER ALL QUESTIONS, PROVIDE SPECIALIZED SUPPORT TO CERTIAN INITIATIVES AND HELP TO LEND A WARM, HUMAN DIMENSION TO MULTIFACETED STORIES OF WAR AND WORLD HISTORY. THE MUSEUM AND MEMORIAL RECEIVES FINANCIAL SUPPORT FROM LOCAL, NATIONAL AND INTERNATIONAL FUNDERS. DONORS INCLUDE A WIDE ARRAY OF INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS WHOSE PHILANTHROPY HAS HELPED TO BUILD ENHANCED PROGRAMMING AND FUND OPERATIONAL SUPPORT FOR THE MUSEUM AND MEMORIAL. ADMISSIONS, FACILITY RENTALS, THE MUSEUM STORE, THE CAFE, AND OTHER INITIATIVES ARE ALSO SUCCESSFUL REVENUE GENERATING SOURCES, BRINGING IN 27% OF THE MUSEUM AND MEMORIAL'S INCOME IN 2022. THE NATIONAL WWI MUSEUM AND MEMORIAL IS PROUD TO BE RANKED AS ONE OF THE TOP MUSEUMS IN THE U.S. AND THE "NUMBER ONE ATTRACTION IN KANSAS CITY" BY TRIP ADVISOR REVIEWERS.IN 2022, ATTENDANCE AT THE MUSEUM AND MEMORIAL, HOSTED MORE THAN 700,000 PEOPLE INSIDE THE MUSEUM AS WELL AS THE SURROUNDING 47 ACRES (AN INCREASE OF 106% OVER FISCAL YEAR 2013). THIS INCLUDED MORE THAN 190,000 TICKETED GUESTS. IN 2022 GUESTS FROM 22 COUNTRIES AND ALL 50 STATES VISITED THE MUSEUM AND MEMORIAL. GLOBAL AUDIENCES FROM 51 COUNTRIES PARTICIPATED LIVE IN DIGITAL FIELD TRIPS AND PUBLIC PROGRAMMING. 1284110 EXHIBITIONS AND COLLECTIONS MANAGEMENT: THE NATIONAL WWI MUSEUM AND MEMORIAL IS THE NATION'S ONLY MUSEUM SOLELY DEDICATED TO PRESERVING THE HISTORY AND EXAMINING THE PERSONAL NARRATIVES OF THE GREAT WAR. THE MUSEUM AND MEMORIAL HOLDS THE WORLD'S MOST COMPREHENSIVE COLLECTION OF WORLD WAR I (1914-1919) OBJECTS, ARTIFACTS AND DOCUMENTS FROM BELLIGERENT NATIONS ACROSS THE GLOBE THAT WERE INVOLVED IN THE CONFLICT. IT IS THE SECOND OLDEST WWI COLLECTING INSTITUTION IN THE WORLD AND PRESENTS A COMPREHENSIVE GLOBAL INTERPRETATION OF WORLD WAR I AND ITS ENDURING IMPACT.THE MUSEUM AND MEMORIAL'S COLLECTION INCLUDES MORE THAN 368,000 WORLD WAR I HISTORICAL OBJECTS AND ARTIFACTS. IN 2022, THE MUSEUM ACCEPTED 124 NEW ACCESSIONS INTO THE PERMANENT COLLECTION, EACH OF WHICH CONTAINS AT LEAST ONE OBJECT, WITH SOME CONTAINING HUNDREDS OF OBJECTS. COLLECTION PRIORITIES RESPOND TO IMMEDIATE RESEARCH AND EXHIBITION NEEDS, AS WELL AS UNIQUE OPPORTUNITIES THAT ARISE. THE MUSEUM AND MEMORIAL WORKS TO ENSURE THAT THE STORIES OF MINORITIES, WOMEN AND INDIGENOUS PEOPLES WHO SERVED IN WWI ARE COLLECTED AND TOLD THROUGH A DEDICATED COLLECTING INITIATIVE LAUNCHED IN 2020. IN ADDITION TO ITS PERMANENT EXHIBITIONS, THE MUSEUM AND MEMORIAL FEATURES SEVERAL SPECIAL EXHIBITIONS EVERY YEAR, AND PARTNERS WITH OTHER INSTITUTIONS WITH EXHIBITION LOANS. 2022 EXHIBITIONS FEATURED: BLACK CITIZENSHIP IN THE AGE OF JIM CROW, CAPTURED, SNAPSHOTS, EMPIRES AT WAR: AUSTRIA AND RUSSIA AND AN IMMERSIVE VIRTUAL REALITY EXPERIENCE CALLED WAR REMAINS.IN SPRING 2022, THE FIRST OF MANY NEW IMPROVEMENTS BEGAN, KICKING OFF A MULTI-YEAR INITIATIVE TO CREATE A RICHER AND MORE IMMERSIVE VISITOR EXPERIENCE BY REFRESHING AND EXPANDING THE GALLERIES AND ACCESS TO THE MUSEUM AND MEMORIAL'S COLLECTION. THE NEW LOWER LEVEL, FEATURING THE BERGMAN FAMILY GALLERY AND OPEN STORAGE CENTER, OPENED TO THE PUBLIC IN SPRING 2023. A COASTLINE OF GLASS SHELVING ALLOWS THE PUBLIC TO VIEW 1,500 OBJECTS THAT WOULD OTHERWISE BE BEHIND CLOSED STORAGE DOORS. MAIN GALLERY RENOVATIONS WILL BEGIN IN FALL 2023 AND LAST INTO 2025. 1120330 GLOBAL EDUCATION INITIATIVES:FOR THE PAST DECADE, THE NATIONAL WWI MUSEUM AND MEMORIAL HAS INITIATED A VARIETY OF STRATEGIES TO SHARE ITS RICH COLLECTION AND INTERPRETATION TO A GLOBAL AUDIENCE THROUGH DIGITAL LEARNING TECHNOLOGIES. THE MUSEUM AND MEMORIAL LAUNCHED A NEW WEBSITE IN EARLY 2022 TO UPDATE THE DATED DESIGN AND IMPROVE THE USER EXPERIENCE. THE PLATFORM INTEGRATES VIDEO CONTENT, OFFERS TRANSLATION INTO A VARIETY OF LANGUAGES AND STREAMLINES CONTENT TO MAKE IT MORE AVAILABLE AND ACCESSIBLE. BY DECEMBER 2022 IT HAD SEEN TREMENDOUS GROWTH A 55% INCREASE IN VISITORSHIP OVER 2021. FOR VIRTUAL LEARNERS, THE MUSEUM AND MEMORIAL USES A VARIETY OF TOOLS TO REACH A DIGITAL AUDIENCE INCLUDING SOCIAL MEDIA, YOUTUBE, ITS ONLINE COLLECTIONS DATABASE, EDUCATOR RESOURCES, 19 ONLINE EXHIBITIONS AND MORE. THE MUSEUM AND MEMORIAL CONTINUES TO EXPAND CONTENT AND DIVERSIFY PLATFORMS, INCLUDING A PARTNERSHIP WITH GOOGLE ARTS AND CULTURE TO MEET THE ONGOING NEEDS AND INTERESTS OF CORE AUDIENCES. THE MUSEUM AND MEMORIAL OFFERS A DIVERSE RANGE OF PUBLIC PROGRAMS OPEN TO ALL AGES TO EDUCATE ABOUT THE ENDURING IMPACT OF WWI ON THE GLOBAL COMMUNITY. ITS PROGRAMS EXPLORE THE LEGACIES OF WWI IN DYNAMIC AND THOUGHT-PROVOKING WAYS AND INCLUDE A RANGE OF TOPICS LIKE PHOTOGRAPHY, UKRAINIAN INDEPENDENCE, BLACK SERVICE IN WWI AND SCIENCE. MANY PROGRAMS ARE PRESENTED IN PARTNERSHIP WITH THE REGION AND NATION'S MOST VIBRANT AND RESPECTED CULTURAL ORGANIZATIONS.COMMUNITY EVENTS ON THE MUSEUM AND MEMORIAL GROUNDS, LIKE THE STARS AND STRIPES PICNIC OR THE COMMEMORATIVE CEREMONIES FOR MEMORIAL AND VETERANS DAYS, HIGHLIGHT THE MUSEUM AND MEMORIAL'S UNIQUE PLACE AS "KANSAS CITY'S FRONT PORCH". 8206992 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 54 0 1 67 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARK GUNTER 8168888103 2 MEMORIAL DRIVE KANSAS CITY MO 64108 MARTY NEVSHEMAL CHAIR/BOARD MEMBER 3.00 X X 0 0 0 THOMAS F WHITTAKER VICE CHAIR/BOARD MEMBER 2.00 X X 0 0 0 RAM SHANKAR TREASURER/BOARD MEMBER 2.00 X X 0 0 0 MARY JANE JUDY SECRETARY/BOARD MEMBER 2.00 X X 0 0 0 GERALD BAUERS BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER COTTON BOARD MEMBER 1.00 X 0 0 0 ANDREW DEISTER BOARD MEMBER 1.00 X 0 0 0 CHRIS HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 MARK HENDERSON BOARD MEMBER 1.00 X 0 0 0 KATRINA HENKE BOARD MEMBER 1.00 X 0 0 0 JACK HOLLAND BOARD MEMBER 1.00 X 0 0 0 DALE F KLOSE BOARD MEMBER 1.00 X 0 0 0 ELAINE DRODGE KOCH BOARD MEMBER 1.00 X 0 0 0 THERESA KOSTRZEWA BOARD MEMBER 1.00 X 0 0 0 COURTNEY KOUNKEL BOARD MEMBER 1.00 X 0 0 0 MARNY SHERMAN BOARD MEMBER 1.00 X 0 0 0 J STANTON THOMPSON BOARD MEMBER 1.00 X 0 0 0 JOHN THOMSON BOARD MEMBER 1.00 X 0 0 0 RICHARD B YOUNG JR BOARD MEMBER 1.00 X 0 0 0 MATTHEW C NAYLOR PRESIDENT/CEO 40.00 X 400000 0 18855 DORAN CART SENIOR CURATOR 40.00 X 109015 0 17254 TED PLACE VICE PRESIDENT DEVELOPMENT 40.00 X 124752 0 12847 PAIGE D GAMMON VICE PRESIDENT CORP ENG 40.00 X 112481 0 17846 CHRIS T WYCHE VICE PRESIDENT FACILITIES 40.00 X 108614 0 17143 854862 0 83945 5 0 1 0 JE DUNN CONSTRUCTION COMPANY 1001 LOCUST KANSAS CITY MO 64106 GALLERY REFRESH GC 1921665 JACOR CONTRACTING INC 1114 N WALROND KANSAS CITY MO 64120 COURTYARD GC 827042 GOULD EVANS ASSOCIATES LLC WS188-PO BOX 414378 KANSAS CITY MO 64141 GALLERY REFRESH ARCHITECT 313218 ALLIED UNIVERSAL SECURITY SERVICES 161 WASHINGTON ST STE 600 CONSHOHOCKEN PA 19428 SECURITY SERVICES 251460 SOUTHWEST SOLUTIONS GROUP INC PO BOX 671784 DALLAS TX 75267 FURNITURE FOR GALLERY REFRESH 207982 15 170983 569682 1258369 4636727 6635761 ADMISSIONS 900099 3045576 3045576 MUSEUM PROGRAMS 900099 176630 176630 3222206 137014 137014 5626096 5385863 240233 240233 240233 100 569682 0 100 100 742542 369294 373248 373248 10608562 3222206 0 750595 343906 343906 776262 626014 37965 112283 2476467 1809281 435840 231346 170703 131038 26814 12851 441309 338766 69320 33223 234553 183963 27106 23484 35440 11803 23412 225 19412 19412 66000 66000 25365 25365 611792 573051 20000 18741 168381 166961 1420 75545 66527 4769 4249 313645 248293 50212 15140 549979 549979 27712 11200 15273 1239 12438 6892 5189 357 693604 693604 128592 112909 10113 5570 REPAIRS AND MAINTENANCE 1289360 1289360 0 0 EDUCATIONAL EXPENSES 382842 382842 0 0 CURATORIAL, RESEARCH & 272437 272437 0 0 FUNDRAISING EXPENSES 177144 26875 0 150269 488419 361291 77243 49885 9781307 8206992 914033 660282 1642252 4256880 12567706 9729242 4706444 1991332 231544 1022649 144511 189812 204099 220925 20594321 8315381 9369448 12278940 6885540 6433542 35751544 36123322 463625 1158195 153732 247345 617357 1405540 X 15438134 17435658 19696053 17282124 35134187 34717782 35751544 36123322 827255 -1243660 0 X X 0 1 X 1 1 1 X 5893121 4893763 13387572 10480259 6635861 41290576 5893121 4893763 13387572 10480259 6635861 41290576 12627193 28663383 70018 174602 115913 264437 137014 761984 42052560 17208479 0.68160 0.65350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 5952339 637509 -797904 111170 5680774 5565590 242242 554070 409563 5952339 3311973 1918908 466106 131397 5565590 2971852 3073 460115 123067 3311973 3120316 264970 -161277 252157 2971852 0.16860 0.76989 0.06151 0 0 13321591 6845000 6476591 2775791 1470381 1305410 4496939 4496939 12278940 X 9325948 -1243660 330317 -913343 10239291 25365 343906 369271 10608562 9729113 330317 330317 9398796 25365 357146 382511 9781307 PART X, LINE 2: THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND NONE OF ITS PRESENT OR ANTICIPATED FUTURE ACTIVITIES ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE MUSEUM FOLLOWS THE PROVISIONS OF ASC 740-10-25, INCOME TAXES, REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S ACCOUNTING POLICY IS TO PROVIDE LIABILITIES FOR UNCERTAIN INCOME TAX PROVISIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. THE MUSEUM HAD NO UNCERTAIN INCOME TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AND IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES. THE MUSEUM IS NO LONGER SUBJECT TO AUDITS FOR FEDERAL OR STATE PURPOSES FOR YEARS PRIOR TO 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: NWWIMM STORE COST OF GOODS SOLD PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT DONOR BENEFITS EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: NWWIMM STORE COST OF GOODS SOLD PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLECTION PURCHASES DIRECT DONOR BENEFITS EXPENSES PART III, LINE 1A: THE GRAND OPENING OF THE EXPANDED NWWIMM, DESIGNATED BY THE UNITED STATES CONGRESS AS THE NATIONAL WORLD WAR I MUSEUM IN 2004, TOOK PLACE ON DECEMBER 2, 2006. THE EXPANDED MUSEUM HOUSES AND DISPLAYS A SIGNIFICANT PORTION OF THE MUSEUM'S COLLECTION OF OBJECTS AND ARTIFACTS. THIS RICH COLLECTION HAS GROWN TO MORE THAN 368,000 ARTIFACTS AS OF DECEMBER 31, 2022. PURSUANT TO THE GUIDELINES OF THE AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY (AASLH), THE COLLECTION HAS NOT BEEN CAPITALIZED BECAUSE THE AASLH BELIEVES THAT COLLECTIONS ARE NOT FINANCIAL ASSETS, BUT CONSTITUTE A SEPARATE CATEGORY OF RESOURCE DIRECTLY FULFILLING INSTITUTIONAL MISSIONS, LEGAL RESPONSIBILITIES AND FIDUCIARY OBLIGATIONS. THE NWWIMM HAS AGREED TO FOLLOW THE AASLH'S "STATEMENT OF PROFESSIONAL STANDARDS AND ETHICS", WHICH SPECIFICALLY CONCLUDES THAT COLLECTIONS SHALL NOT BE CAPITALIZED NOR TREATED AS FINANCIAL ASSETS. ACCESSIONS TO THE COLLECTION, WHICH OFTEN INCLUDE MULTIPLE ARTIFACTS, TOTALED 124 AND 188 IN 2022 AND 2021, RESPECTIVELY. PART III, LINE 4: THE NWWIMM'S COLLECTION OF OVER 368,000 OBJECTS AND ARTIFACTS, INCLUDING VEHICLES, UNIFORMS, FIREARMS, PHOTOGRAPHS AND MILITARY RECORDS PROMOTE AND CULTIVATE THE HISTORY OF WORLD WAR I THROUGH PUBLIC EXHIBITION, EDUCATIONAL PROGRAMMING AND SCHOLARLY RESEARCH. PART V, LINE 4: THE NWWIMM'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF A PERMANENT ENDOWMENT FUND ESTABLISHED IN CONNECTION WITH THE AWARD OF A $500,000 NATIONAL ENDOWMENT FOR THE HUMANITIES (NEH) CHALLENGE GRANT TO THE NWWIMM AND RELATED MATCHING CONTRIBUTIONS OF $1,500,000. THE INCOME FROM THE $2,000,000 ENDOWMENT IS TO BE USED 90% FOR EDUCATIONAL PROGRAMMING AND 10% FOR ARTIFACT ACQUISITION. THE NWWIMM SEEKS TO CREATE VARIOUS ENDOWED FUNDS TO SUPPORT ALL ASPECTS OF MUSEUM OPERATIONS, CARE AND UPKEEP OF THE MEMORIAL AND UPKEEP OF THE GROUNDS. A COMPREHENSIVE FUNDRAISING CAMPAIGN "A SECOND CENTURY" IS SUPPORTING THESE INITIATIVES. BOARD-DESIGNATED ENDOWMENT CONSISTS OF AN ENDOWMENT FUND ESTABLISHED IN 2009 TO PROVIDE RESOURCES TO SUPPORT THE NWWIMM'S OPERATIONS. X X X X X X X 1 DANILLER COMPANY 3724 JEFFERSON STREET AUSTIN TX 78731 NATIONAL CAMPAIGN STRATEGY 0 121475 87330 34145 121475 87330 34145 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY NIGHT AT THE TOWER 463633 463633 56101 170682 4720 7 106149 106149 569782 569782 56101 170682 4720 231503 -231503 X X 0 0 0 0 0 0 0 1 0 MATTHEW C NAYLOR PRESIDENT/CEO 325000 0 75000 0 0 0 17758 0 1097 0 418855 0 0 0 PART I, LINE 7 THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS DISCRETION OVER ANY BONUS PAYMENTS AWARDED TO THE PRESIDENT AND CEO, AND ARE BASED ON PREDETERMINED PERFORMANCE OBJECTIVES. THE EXECUTIVE COMMITTEE APPROVES ALL NONFIXED ELEMENTS OF COMPENSATION. X 124 1 0 1 0 PART I, LINE 33: THE NWWIMM DOES NOT RECORD REVENUES FROM CONTRIBUTIONS OF HISTORICAL OBJECTS DONATED TO ITS COLLECTION AS ALLOWED UNDER FASB ASC 958-360-50-1. THE SAME NON-RECOGNITION POLICY IS FOLLOWED FOR CONTRIBUTED HISTORICAL EXHIBITIONS. FORM 990, PART VI, SECTION A, LINE 4 THE MUSEUM CHANGED ITS NAME EFFECTIVE JANUARY 1, 2023 TO "NATIONAL WWI MUSEUM AND MEMORIAL". FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING. A COPY OF THE FORM 990 IS ALSO MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY BY OBTAINING A DISCLOSURE FORM FROM BOARD MEMBERS AND EMPLOYEES ON AN ANNUAL BASIS. ANY POTENTIAL CONFLICT OF INTEREST FOR A BOARD MEMBER OR THE PRESIDENT/CEO IS REFERRED TO THE GOVERNANCE COMMITTEE FOR REVIEW. A RECOMMENDATION OF ACTION, IF WARRANTED, IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR A FINAL DETERMINATION. FOR EMPLOYEES, THE PRESIDENT/CEO PERFORMS THE REVIEW AND IS RESPONSIBLE FOR DETERMINING THE APPROPRIATE ACTION TO BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DETERMINES THE AMOUNT OF COMPENSATION FOR THE PRESIDENT/CEO DURING AN ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE. OTHER KEY EMPLOYEES OF THE ORGANIZATION UNDERGO AN ANNUAL REVIEW AS DIRECTED BY THE PRESIDENT/CEO. A REVISED PERFORMANCE REVIEW PROCESS WAS IMPLEMENTED. COMPENSATION WAS EVALUATED USING A NUMBER OF FACTORS, INCLUDING COMPARISON TO SIMILAR POSITIONS AT COMPARATIVE ORGANZATIONS (COMPARATIVE BASED ON ANNUAL BUDGET, NUMBER OF EMPLOYEES, INDUSTRY AND GEOGRAPHICAL LOCATION). COMPENSATION WAS ADJUSTED AT CERTAIN POSITIONS BASED ON THIS EVALUATION AND MERIT. COST OF LIVING ADJUSTMENTS (COLA) WERE CONSIDERED FOR MOST POSITIONS. 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. FORM 990, PART XII, LINE 3B: FOR 2021, THE MUSEUM DID UNDERGO A SINGLE AUDIT BASED ON A FEDERAL AWARD.