2024-11-12T09:46:21-06:00 2023-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2023-01-01 843880595 NATIONAL VETERANS MEMORIAL AND MUSEUM OPERATING CORPORATION NATI 6144271071 300 W BROAD ST COLUMBUS OH 43215 LAURIE WILSON CONTROLLER 6144271071 2024-10-13 1 0 KATHY M MOSELEY P00116760 6142211120 2024-10-13 2023 2024-10-15 13:58:12Z LT GEN MICHAEL FERRITER 300 W BROAD ST COLUMBUS OH 43215 8830088 0 X HTTPS://NATIONALVMM.ORG/ X 2019 OH OUR MISSION IS TO HONOR AND POSITIVELY IMPACT THE LIVES OF VETERANS, THEIR FAMILIES AND OUR COMMUNITIES THROUGH SHARING THE VETERAN EXPERIENCE. 13 12 52 40 0 0 5194612 8308036 134159 169099 0 -261410 376037 305927 5704808 8521652 0 0 0 0 3812762 4575470 151025 0 2211181 6516557 6670869 10480344 11246339 -4775536 -2724687 53185803 51398567 582059 1379212 52603744 50019355 X TO HONOR AMERICAN'S CONTRIBUTIONS TO OUR COUNTRY THROUGH MILITARY SERVICE, TO CONNECT CIVILIANS WITH VETERANS AND THEIR EXPERIENCE. TO INSPIRE VISITORS TO SERVE THEIR COMMUNITIES AND NATION AS ACTIVE ENGAGED CITIZENS. AND, TO EDUCATE SCHOOL CHILDREN ABOUT THE HISTORY AND VALUE OF SERVICE. 0 0 7652674 0 238643 MUSEUM EXHIBITIONS & OPERATIONS: DESIGNED TO EVOKE STRENGTH AND RESILIENCY FOR VETERANS AND THEIR FAMILIES, AND UNDERSTANDING AMONG CIVILIANS, WE DELIVER A MULTI-MEDIUM OF DIGITAL, INTERACTIVE AND VIRTUAL EXHIBITIONS AND ART ENCOMPASSING USES OF FUNCTIONAL PIECES LIKE FOOTLOCKERS AND STORAGE CHESTS AS AUDIO UNITS, VIDEO, INTERACTIVE VISUALS, HISTORIC MEMORABILIA AND PHOTOGRAPHY ALONGSIDE THE ARTISTIC WORK OF LOCAL AND NATIONALLY-RECOGNIZED PHOTOGRAPHERS, VIDEOGRAPHERS, AND OTHERS. 293151 0 0 EDUCATION & VETERAN OUTREACH: WE INTRODUCE AUDIENCES FROM AROUND THE COUNTRY TO A NEW EXPERIENTIAL WAY OF LEARNING AND UNDERSTANDING THE JOURNEY OF THE AMERICAN VETERAN FROM ALL BRANCHES AND ERAS OF SERVICE. EDUCATING ALL AGES ON THE HISTORY AND VALUE OF SERVICE FROM THOSE WHO SHAPED OUR NATION, OUR EDUCATION EFFORTS INCLUDE K-12 CONTENT AND CURRICULUM TAILORED TO OHIO STATE STANDARDS IN CURRICULUM, ON-SITE AND VIRTUAL TOURS, VOLUNTEER, INTERN AND FELLOWSHIP PROGRAMS, AN ACCREDITED LEADERSHIP CERTIFICATION (LCERT) PROGRAM IN PARTNERSHIP WITH OSU, AND ADDITIONAL EDUCATIONAL PROGRAMMING TO HONOR AND CONNECT THE VETERAN AND BROADER COMMUNITIES WITH INTENTIONAL EXPERIENCES THAT FOSTER STRENGTH, RESILIENCY, PERSONAL GROWTH AND SERVANT LEADERSHIP. 170662 0 0 EVENTS: WE UNITE AUDIENCES TO HONOR VETERANS, REFLECT AND INSPIRE SERVICE IN ALL FORMS WITH OUR EVENT PANELS, WEBINARS, NATIONAL MILITARY HOLIDAYS, ANNIVERSARIES, SERVICE CELEBRATIONS, FACILITY RENTALS BY INDIVIDUALS AND GROUPS COMMITTED TO AND INTERESTED IN SUPPORTING OUR MISSION, AND MORE. OUR EVENTS, INCLUDING VETERANS DAY, MEMORIAL DAY, D-DAY AND PATRIOTS DAY TO CITE A FEW, COMMEMORATE AND PROVIDE REFLECTION ON NATIONAL HISTORY AND PERSONAL SACRIFICE IN INNOVATIVE STRATEGIES TAILORED TO EDUCATE, PROMOTE RESILIENCY, DEEPEN UNDERSTANDING OF SERVICE, AND CULTIVATE COMMUNITY IN A SUPPORTIVE ENVIRONMENT ON-SITE AND ONLINE. 8116487 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 18 0 1 52 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA DC GA HI IL KS KY MD MA MI MN MS NH NJ NM NY OH OR PA RI SC TN UT VA WV WI X X BILL BUTLER 6144271071 300 W BROAD ST COLUMBUS OH 43215 AMY TAYLOR SECRETARY/VICE CHAIR 1.00 40.00 X X 0 566517 22448 LEWIS VON THAER CHAIR 1.00 1.00 X 0 0 0 PAIGE SANCHEZ TREASURER 1.00 X X 0 0 0 TONY ANZIC DIRECTOR 1.00 X 0 0 0 FREDERIC BERTLEY DIRECTOR 1.00 X 0 0 0 JANELLE COLEMAN DIRECTOR 1.00 X 0 0 0 CRAIG COWMAN DIRECTOR 1.00 X 0 0 0 DR MICHAEL DENNIS DIRECTOR 1.00 X 0 0 0 ERIC ENGQUIST DIRECTOR 1.00 X 0 0 0 KATIE WOLFE LLOYD DIRECTOR 1.00 X 0 0 0 MAJ GEN STEPHEN MARKOVICH DIRECTOR 1.00 X 0 0 0 JOHN BOYER DIRECTOR 1.00 X 0 0 0 MIKE FRENCH DIRECTOR 1.00 X 0 0 0 LT GEN MICHAEL FERRITER CEO 35.00 5.00 X 610749 0 68494 JEFFREY NUTTER VP/CFO 40.00 X 174592 0 51286 WILLIAM BUTLER CHIEF OF STAFF 40.00 X 184740 0 22707 ANDREW CLOYD MUSEUM DIRECTOR 40.00 X 167383 0 33272 CANDACE BRADY VP ADVANCEMENT 40.00 X 181420 0 14628 MARNIE HOLDER VP NATIONAL PROGRAMS 40.00 X 162582 0 26603 NICHOLAS WOOD SENIOR ADVANCEMENT OFFICER 40.00 X 108260 0 36666 TAMARA BROWN DIRECTOR OF MARKETING 40.00 X 116318 0 21432 1706044 566517 297536 12 0 1 0 SAUER GROUP LLC 1105 SCHROCK RD STE 700 COLUMBUS OH 43229 MECHANICAL CONTRACTOR 1275547 FAHLGREN MORTINE 4030 EASTON STATION SUITE 300 COLUMBUS OH 43219 MARKETING 260049 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY 234094 SPX COOLING TECH INC 7401 W 129TH STREET OVERLAND PARK KS 66213 MECHANICAL EQUIPMENT MFG 182745 PREMIERE FACILITY SERVICES 251 S HAMILTON RD COLUMBUS OH 43213 JANITORIAL SERVICES 160892 8 230158 4613608 615953 2848317 8308036 ADMISSIONS & TOURS 611710 169099 169099 169099 236383 0 236383 236383 236383 261410 -261410 -261410 -261410 95864 47026 48838 48838 OTHER INCOME 611710 20706 20706 20706 8521652 238643 0 -25027 1112568 399011 358881 354676 2789491 1743676 161585 884230 4739 18537 -17151 3353 396729 246291 28104 122334 271943 164638 31996 75309 729 328 109 292 16000 16000 235025 128020 18063 88942 409687 383319 86 26282 321913 249909 33382 38622 223815 86221 85500 52094 775861 552693 178443 44725 97369 67441 4243 25685 30427 17330 6416 6681 3986719 3986719 85368 72354 13014 FUNDRAISING EXPENSES 487956 487956 11246339 8116487 918671 2211181 2513162 1358300 152712 1241787 55474 15074 32329 37572 41758 68710 69778597 21606386 50014884 48172211 63403 52534 312081 452379 53185803 51398567 517156 1231910 64903 147302 582059 1379212 X 51690235 49447489 913509 571866 52603744 50019355 53185803 51398567 X -2724687 140298 X X 0 1 X 1 0 X 68036515 5783530 5262817 8308036 87390898 87667 87667 68124182 5783530 5262817 8308036 87478565 2640795 84837770 17165 125161 323852 236383 702561 8619 4431 16700 20706 50456 88231582 482738 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49050459 7455171 41595288 19844360 13295087 6549273 883778 856128 27650 48172211 X PART X, LINE 2: THE ORGANIZATION (NVMMOC) HAS ADOPTED THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION RELATING TO UNCERTAIN TAX POSITIONS. NVMMOC ANNUALLY EVALUATES TAX POSITIONS WHICH INCLUDES AN ANALYSIS OF WHETHER TAX POSITIONS NVMMOC TAKES WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED OR OTHER ACTIVITIES THAT MAY JEOPARDIZE THEIR TAX EXEMPT STATUS, WOULD MEET THE DEFINITION OF UNCERTAIN TAX POSITION. NO TAX ACCRUAL WAS RECORDED AS MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 LT GEN MICHAEL FERRITER CEO 520291 0 90000 0 458 0 52533 0 15961 0 679243 0 0 0 AMY TAYLOR SECRETARY/VICE CHAIR 0 434892 0 126000 0 5625 0 19029 0 3419 0 588965 0 0 JEFFREY NUTTER VP/CFO 173887 0 0 0 705 0 21895 0 29391 0 225878 0 0 0 WILLIAM BUTLER CHIEF OF STAFF 184035 0 0 0 705 0 21423 0 1284 0 207447 0 0 0 ANDREW CLOYD MUSEUM DIRECTOR 166678 0 0 0 705 0 6763 0 26509 0 200655 0 0 0 CANDACE BRADY VP ADVANCEMENT 180715 0 0 0 705 0 7277 0 7351 0 196048 0 0 0 MARNIE HOLDER VP NATIONAL PROGRAMS 161877 0 0 0 705 0 10392 0 16211 0 189185 0 0 0 PART I, LINE 1A SOCIAL CLUB DUES ARE PAID FOR THE ORGANIZATION'S CEO, FOR HIS USE IN CONDUCTING MUSEUM BUSINESS. ANY PERSONAL USE OF THE CLUS IS ADDED AS COMPENSATION. PART II, COLUMNS B-F: AMY TAYLOR IS A BOARD MEMBER OF THE NVMM OPERATING COMPANY AND IS CHIEF OPERATING OFFICER OF A RELATED ORGANIZATION, COLUMBUS DOWNTOWN DEVELOPMENT CORPORATION (CDDC). CDDC IS CONSIDERED A RELATED ENTITY DUE TO ITS SOLE CORPORATE MEMBERSHIP IN THE NVMMOC. CDDC WAS THE ORIGINAL DEVELOPER OF THE NVMM AND CONTINUES TO PROVIDE FINANCIAL CONTRIBUTIONS TO THE NVMOC AND NVMMF. THE NVMMOC PAYS NO PART OF MS. TAYLOR'S COMPENSATION AT CDDC. FORM 990, PART V, LINES 2A & 2B: THE ORGANIZATION CONTRACTS ITS PAYROLL SERVICES. PLEASE REFERENCE THE PART VI, SECTION A, LINE 3, SCHEDULE O EXPLANATION FOR FURTHER INFORMATION. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH INSPERITY, TO PERFORM WORKFORCE MANAGEMENT SERVICES, INCLUDING PAYROLL SERVICES, ADMINISTRATION OF BENEFIT AND WORKERS' COMPENSATION PLANS, AND MANAGEMENT OF HUMAN RESOURCE PROCESSES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS COMPRISED OF ONE MEMBER, THE COLUMBUS DOWNTOWN DEVELOPMENT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER HAS THE AUTHORIZATION TO APPOINT UP TO 5 OF THE INITIAL MEMBERS OF THE BOARD. AS THE BOARD EXPANDS, THE SOLE MEMBER'S ABILITY TO APPOINT BOARD MEMBERS EXPANDS AS WELL, DEPENDENT ON THE CLASSIFICATION OF BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER OF THE ORGANIZATION HAS THE SOLE AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION, CHANGE THE PLACE OF BUSINESS OF THE CORPORATION, AUTHORIZE THE OPERATION OF ANY PART OF THE BUSINESS OF THE CORPORATION IN ANY LOCATION OTHER THAN AT 300 WEST BROAD STREET, COLUMBUS, OHIO, DISSOLVE THE CORPORATION OR DISTRIBUTE ITS ASSETS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CFO AND CEO PRIOR TO ITS FILING. FURTHER, THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY ENFORCED PRIOR TO ANY BOARD ACTION. BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO PERFORMANCE AND COMPENSATION IS REVIEWED BY THE BOARD CHAIR AND ASSISTANCE SECRETARY (OUTSIDE, INDEPENDENT COUNSEL). THE COMPENSATION IS DETERMINED FROM A STUDY OF LIKE SIZED ORGANIZATIONS WITHIN THE GEOGRAPHIC AND ECONOMIC REGION. THE DETERMINATIONS OF COMPENSATION ARE SUBSTANTIATED IN WRITTEN DOCUMENTATION. A SIMILAR PROCESS IS EMPLOYED FOR THE COMPENSATED OFFICERS/KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUREST AND VIA ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG. THE FORM 1023 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE PRESENTED AND DISCUSSED AT OPEN PUBLIC MEETINGS AND UPON SPECIFIC REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NVMM FOUNDATION 140,298. FORM 990, PART XII, LINE 2C: FINANCIAL STATEMENTS ARE PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD APPROVES SELECTION OF AUDITOR, RECEIVES COMMUNICATION FROM AUDITORS DURING AND POST AUDIT, REVIEWS AUDIT REPORT AND RECOMMENDS TO BOARD FOR APPROVAL. NVMM HOLDINGS LTD 300 W BROAD ST COLUMBUS OH 43215 812424187 MUSEUM OPERATIONS OH 8838244 51398567 NATIONAL VETERANS MEMORIAL AND MUSEUM OPERATING CORPORATION NATIONAL VETERANS MEMORIAL AND MUSEUM FOUNDATION 300 W BROAD ST COLUMBUS OH 43215 824596922 MUSEUM SUPPORT OH 501(C)(3) LINE 7 N/A 0 COLUMBUS DOWNTOWN DEVELOPMENT CORPORATION 150 S FRONT ST STE 210 COLUMBUS OH 43215 760704655 ECONOMIC DEVELOPMENT OH 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 COLUMBUS DOWNTOWN DEVELOPMENT CORPORATION C 2191851 CASH & GRANT RECEIVABLE NATIONAL VETERANS MEMORIAL AND MUSEUM FOUNDATION C 2421757 CASH & PLEDGE NATIONAL VETERANS MEMORIAL AND MUSEUM FOUNDATION S 561985 YEAR END PLEDGE RECEIVABLE