2018-06-22T15:55:14-05:00 2017-12-31 431562209 House Park Dobratz & Wiebler PC 605 W 47th Street Suite 301 Kansas City MO 64112 990 2017-01-01 436052673 Liberty Memorial Association dba National World War I Museum and Memorial LIBE 8168888100 2 Memorial Drive Kansas City MO 64108 Matthew Naylor President/CEO 8168888100 2018-06-18 1 Stanley H House CPA P00642974 8169313393 2017 2022-09-23 18:48:47Z Matthew Naylor 2 Memorial Drive Kansas City MO 64108 8950058 0 X www.theworldwar.org X 1919 MO The National WWI Museum and Memorial (NWWIMM) is America's institution dedicated to remembering, interpreting, and understanding the Great War and its enduring impact on the global community, 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. 25 25 46 441 0 0 7338997 3871093 2227443 2778507 72031 443945 335152 373868 9973623 7467413 0 0 24442 25976 2223339 2716729 13881 0 451826 3335050 4054338 5596712 6797043 4376911 670370 20369847 21452359 510046 593133 19859801 20859226 X The National World War I Museum and Memorial (NWWIMM) is America's museum dedicated to remembering, interpreting, and understanding the Great War and its enduring impact on the global community, by: establishing the Museum 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 as a 'must-see' destination, and source of civic pride; and engaging and inspiring key constituents to contribute to the excellence of the Museum and Memorial. 0 0 3881468 2778507 Museum & Memorial Operations: The NWWIMM is a limestone complex adjacent to Penn Valley Park overlooking downtown Kansas City, featuring a 217-ft. tower dedicated in 1926. A capital campaign financed the restoration of the Memorial to its original grandeur in 2004, and the construction of an 80,000-square-foot Museum beneath the courtyard of the Liberty Memorial Tower. Re-opening to the public on December 2, 2006, and designated by the 113th Congress as the National WWI Museum and Memorial, the Museum presents a comprehensive global interpretation of World War I (1914-1919) and its lasting consequences, providing a vivid and memorable experience for all. In 2017 the Museum added the Wylie Gallery, a 4,100-square foot space for travelling exhibitions. As of December 31, 2017, the NWWIMM currently employs 35 full-time and 7 part-time staff. Additionally, in 2017 441 volunteers provided over 58,729 hours of service. Volunteers greet guests, provide expert tours, provide guidance, assist with promotion, answer all questions, and help to lend a warm, human dimension to multifaceted stories of war and world history. The NWWIMM receives financial support from local, national and international sources. Donors include a wide array of individuals, corporations, and foundations whose support has helped to build enhanced programming and fund operational support for the Museum. Admissions, facility rentals, retail, the Over There Cafe, and other initiatives are also successful revenue generating sources. The NWWIMM is proud of being ranked "Number One Attraction in Kansas City" by Trip Advisor from 2007-2017 as well as one of the top 12 military museums in the world as published by CNN.Visitors from across the world propelled the Museum and Memorial to breaking its attendance redord for the fourth consecutive year. Attendance increased 7% to 330,870 compared to 2016 with an additional 260,596 individuals participating in activities held on the Museum and Memorial's exterior campus grounds. 496894 Collections Management and Research: The NWWIMM is the nation's only museum solely dedicated to preserving the history and examining the experiences of the Great War. The NWWIMM holds the world's most diverse collection of World War I (1914-1919) objects and documents representing each belligerent nation that was involved, is the secondoldest collecting institution in the world, and presents a comprehensive global interpretation of World War I and its enduring impact.During the Centennial Commemoration (2014-2019), the NWWIMM is partnering with Kansas City's finest cultural, recreational, and civic organizations, as well as national and international galleries and institutions, to bring our patrons the most robust and memorable experiences to depict the Great War and its era. The NWWIMM holds a comprehensive, diverse collection of more than 300,000 World War I historical artifacts, and active collecting continues to the present, with collection priorities responding to immediate research and exhibition needs. In 2017, the Museum accepted 228 new accessions into the permanent collection, each of which contains at least one object. Exhibitions offer insight on the beginnings of the war and its global nature-how and why countries went to war, how entire societies mobilized, and how the war affected civilians as well as military participants. The museum currently features several temporary exhibitions every year, and also partners with other institutions with exhibition loans. 2017 featured: Fields of Battle, Lands of Peace: The Doughboys 1917-1918, a travelling outdoor exhibition of WWI battlefields, co-curated with photographer Michael St Maur Sheil and viewed by millions of people in the US and UK; Volunteers: Americans Join World War I 1914-1919; Wacht im Osten: German Encounters with the East in World War I; Vive l'Amrique! French Children Welcome Their American Ally; Images of the Great War: America Crosses the Atlantic; The World Remembers; Revolutions! 1917; Posters as Munitions 1917; They Shall Not Pass | 1916. 1307384 Community Education Programs:More than 21,500 individuals visited the NWWIMM on school field trips in 2017, including subsidized visits provided by the Museum and generous donors for approximately 4,100 underserved students from diverse ethnic and socio-economic backgrounds. Subsidized students receive a free lunch and free admission, and the schools are given a stipend to assist with the cost of transportation or substitute teachers. All of these students who visit the Museum through a class trip participate in the School at the Museum program, which includes guided tours and focused activities. Furthermore, the Museum's Hands-on History and Story Time programs served over 1,900 participants during 2017. These participants, primarily composed of young children, are invited to explore history by handling non-accession items such as helmets and mess kits. Finally, the NWWIMM's support for educators is growing stronger. Through a variety of available educational resources, the Museum set a record with more than 5,000,000 learner participations in 2017. New curriculum is currently being created through the NWWIMM's Teacher Fellowship program as well, which celebrated its sixth year in 2017 by inviting some of the best teachers in the country to develop unique lessons at the NWWIMM which will be posted online. The online database was launched in July 2013. In 2017, 3,075 records were added to the database, raising the total to nearly 32,000 items available for public access. Amenities abound to visitors of the Museum, including audio guides in three languages plus English, motorized scooters and the acclaimed Over There Cafe.On December 26, 2017 the fifth annual Truce Tournament was held, in partnership with 2013 MLS Champions Sporting KC and The Soccer Lot, featuring a 3v3 soccer tournament held on the parklands of the Museum and an English Premier League watch party in the NWWIMM's J.C. Nichols Auditorium. 5685746 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 15 0 1 46 1 0 0 0 0 0 1 1 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MO X X Mark Gunter 8168888103 2 Memorial Drive Kansas City MO 64108 Mark Jorgenson Chair/Board Member 3.00 X X 0 0 0 Kevin J Rooney Treasurer/Board Member 2.00 X X 0 0 0 Elaine Drodge Koch Secretary/Board Member 2.00 X X 0 0 0 Hector Barreto Board Member 1.00 X 0 0 0 Brad Bergman Board Member 1.00 X 0 0 0 Emanuel Cleaver II Board Member 1.00 X 0 0 0 Dan Crumb Board Member 1.00 X 0 0 0 Peter J deSilva Board Member 1.00 X 0 0 0 Mark Henderson Vice Chair/Board Member 2.00 X X 0 0 0 Thomas W Butch Board Member 2.00 X 0 0 0 Mary Jane Judy Board Member 1.00 X 0 0 0 John C Kornitzer Board Member 1.00 X 0 0 0 Gordon Lansford Board Member 1.00 X 0 0 0 David Mecklenburg Board Member 1.00 X 0 0 0 Marty Nevshemal Board Member 1.00 X 0 0 0 Jeannine Strandjord Board Member 1.00 X 0 0 0 Kent Sunderland Board Member 1.00 X 0 0 0 Scott Van Genderen Board Member 1.00 X 0 0 0 Julie Wilson Board Member 1.00 X 0 0 0 Richard B Young Jr Board Member 1.00 X 0 0 0 Mark McHenry Director/Kansas City Parks & Recreation Department 1.00 X 0 0 0 Dave Ebbrecht Board Member 1.00 X 0 0 0 Andrea Hendricks Board Member 1.00 X 0 0 0 Tim Kristl Board Member 1.00 X 0 0 0 Ram Shankar Board Member 1.00 X 0 0 0 John Sherman Board Member 1.00 X 0 0 0 Matthew C Naylor President/CEO 40.00 X 255000 0 12671 255000 0 12671 4 0 1 0 JE Dunn Construction 1001 Locust Street Kansas City MO 64106 General Contractor 3619195 Allied Barton Security Services LLC PO Box 828854 Philadelphia PA 19182 Security services 259711 American Food & Vending 124 Metropolitan Park Drive Syracuse NY 13088 Cafe operations 211811 Gould Evans Associates LLC 4041 Mill Street Kansas City MO 64111 Architectural services 189814 City Wide Maintenance Co 15447 W 100th Terrace Lenexa KS 66219 Facility cleaning 129263 5 102507 656239 917265 2195082 3871093 Admissions 900099 2666408 2666408 Museum programs 900099 112099 112099 2778507 84495 84495 1343031 5500 989081 0 353950 5500 359450 359450 59723 656239 125282 -65559 -65559 807709 368282 439427 439427 7467413 2778507 0 817813 X 25976 25976 606493 363896 181948 60649 1551885 1292061 140415 119409 93390 82228 7441 3721 297758 226313 53541 17904 167203 131408 22665 13130 15107 15107 14108 14108 684617 525100 120751 38766 448587 381395 6290 60902 229811 151942 57761 20108 131311 127761 3513 37 946108 946058 50 56392 26469 29850 73 6561 3216 3230 115 530165 530165 32493 28499 2829 1165 Programs, artifact acqu 763009 762729 280 Administrative and even 148211 80530 67681 Donor development expen 38425 22 38403 Miscellaneous items 9433 9433 6797043 5685746 659471 451826 103431 164331 2369537 3326315 7239705 3276244 376827 178283 140586 139351 155864 66630 14900696 4774477 6360444 10126219 3623453 4174986 20369847 21452359 290063 353825 219983 239308 510046 593133 X 7893855 12194211 9923837 6353055 2042109 2311960 19859801 20859226 20369847 21452359 670370 329055 0 X X 0 1 X 1 0 X 2550252 2767468 8070355 7395797 3845123 24628995 2550252 2767468 8070355 7395797 3845123 24628995 24628995 70310 116069 95405 86646 84495 452925 25081920 14688205 0.98190 0.98790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 2639389 273596 331426 124095 3120316 2598737 10000 153107 122455 2639389 2729729 -21150 109842 2598737 2738400 109819 118490 2729729 2600516 274616 136732 2738400 0.09400 0.74090 0.16510 0 0 12786654 4096979 8689675 2114042 677498 1436544 10126219 X 8145115 329055 388731 717786 7427329 14108 25976 40084 7467413 7109158 388731 388731 6720427 14108 62508 76616 6797043 Part X, Line 2: The Museum is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Museum follows GAAP related to 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 year ended December 31, 2017, 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 2014. Part XI, Line 2d - Other Adjustments: Fundraising event expenses Museum store cost of goods sold Part XI, Line 4b - Other Adjustments: Direct donor benefits expenses Part XII, Line 2d - Other Adjustments: Fundraising event expenses Museum 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 Museum, 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 300,000 artifacts as of December 31, 2017. 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 Museum 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 174 in 2017. Part III, Line 4: The Museum's collection of over 300,000 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 Museum'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 Museum 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 Museum 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 "Call to Duty" is supporting these initiatives. Board-designated endowment consists of and endowment fund established in 2009 to provide resources to support the Museum's operations. Night at the Tower 715962 656239 59723 39450 53085 32747 715962 656239 59723 39450 53085 32747 125282 -65559 X X 0 0 0 0 0 0 0 1 0 Matthew C Naylor President/CEO 205000 0 50000 0 0 0 12025 0 646 0 267671 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 220 0 1 0 Part I, Line 33: The Museum does not record revenues from contributions of historical objects donated to its collection as allowed under FASB ASC 958-360-50-1. 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 IX, line 11g Contracted services: Program service expenses 525,100. Management and general expenses 120,751. Fundraising expenses 38,766. Total expenses 684,617. Form 990, Part XII, Line 2c: There were no changes to the oversight committee process.