2024-11-15T14:49:58-06:00 2023-12-31 752795393 JTAYLOR & ASSOCIATES LLC 4800 OVERTON PLAZA SUITE 360 FORT WORTH TX 761094430 990 2023-01-01 900900556 NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION MEDA 8172741861 1905 E RANDOL MILL RD ARLINGTON TX 76011 ALEXANDRA RHUE CFO 8172741861 2024-11-15 1 0 DOUGLAS MANN P01950332 8179245900 2024-11-15 2023 2024-10-15 13:58:12Z CHRISTOPHER CASSIDY 1905 E RANDOL MILL RD ARLINGTON TX 76011 39462116 0 X WWW.MOHMUSEUM.ORG X 2012 TX TO PRESERVE AND PRESENT THE STORIES OF INDIVIDUALS WHO HAVE RECEIVED THE MEDAL OF HONOR. 30 30 28 215 0 0 51226830 34540740 0 0 33029 844774 3067 167735 51262926 35553249 0 0 0 0 2892316 4101215 206187 97519 1952998 4214284 5515851 7312787 9714585 43950139 25838664 149710500 173773786 7979515 6408966 141730985 167364820 TO PRESERVE AND PRESENT THE STORIES OF INDIVIDUALS WHO HAVE RECEIVED THE MEDAL OF HONOR. 0 0 3399051 THE ORGANIZATION'S PRIMARY PROGRAM ACTIVITY IS TO RECOGNIZE AND HONOR THOSE WHO HAVE SERVED OUR COUNTRY AND TO DESIGN, FUND, BUILD, AND MAINTAIN STATE-OF-THE-ART FACILITIES FOR THE ORIENTATION, COMFORT, AND EDUCATION OF VISITORS. AS PART OF THIS EFFORT, THE ORGANIZATION PRESERVES, PROTECTS, AND ACQUIRES KEY ARTIFACTS AND ARCHIVAL MATERIALS RELATED TO THE MEDAL OF HONOR AND ITS RECIPIENTS, HELPING TO CREATE A TANGIBLE LINK BETWEEN VISITORS AND THE HEROES WHO HAVE SACRIFICED FOR THE NATION. THE ORGANIZATION ALSO RAISES AWARENESS OF THE MEDAL OF HONOR AND ITS RECIPIENTS THROUGH TARGETED CAMPAIGNS AND PUBLIC PROGRAMMING. 3399051 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 X BETSY EUDY 8172741861 1905 EAST RANDOL MILL ROAD ARLINGTON TX 76011 CHARLOTTE JONES CHAIRMAN 5.00 X X 0 0 0 PETER STENT VICE CHAIRMAN 5.00 X X 0 0 0 DAVID BELLAVIA DIRECTOR 1.00 X 0 0 0 PATRICK BRADY DIRECTOR 1.00 X 0 0 0 JACK JACOBS DIRECTOR 1.00 X 0 0 0 BRITT SLABINSKI DIRECTOR 1.00 X 0 0 0 WILLIAM SWENSON DIRECTOR 1.00 X 0 0 0 DEBRA BURLINGAME COMMITTEE CHAIRMAN 1.00 X 0 0 0 REED CORDISH CORE COMMITTEE CHAIRMAN 1.00 X 0 0 0 THASUNDA BROWN DUCKETT DIRECTOR 1.00 X 0 0 0 CAMI GOFF DIRECTOR 1.00 X 0 0 0 MIKE HAYES COMMITTEE CHAIRMAN 1.00 X 0 0 0 TOM HIGGINS DIRECTOR 1.00 X 0 0 0 NEIL LEIBMAN DIRECTOR 1.00 X 0 0 0 JOEL S MARCUS COMMITTEE CHAIRMAN 1.00 X 0 0 0 BRAD MELTZER DIRECTOR 1.00 X 0 0 0 DOUG PARKER COMMITTEE CHAIRMAN 1.00 X 0 0 0 HENRY ROSS PEROT III DIRECTOR 1.00 X 0 0 0 THE HONORABLE JIM ROSS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SAMBAR DIRECTOR 1.00 X 0 0 0 ALAN SCHWARTZ FINANCE & INVESTMENT COMMI 1.00 X 0 0 0 NICHOLAS SINGER DIRECTOR 1.00 X 0 0 0 AMBASSADOR CRAIG STAPLETON DIRECTOR 1.00 X 0 0 0 THE HONORABLE REX TILLERSON DIRECTOR 1.00 X 0 0 0 ALEXANDER H TISCH DIRECTOR 1.00 X 0 0 0 JARED WEINSTEIN DIRECTOR 1.00 X 0 0 0 THE HONORABLE JEFF WILLIAMS PE DIRECTOR 1.00 X 0 0 0 MATTHEW ZAMES DIRECTOR 1.00 X 0 0 0 RYAN MCCARTHY DIRECTOR 1.00 X 0 0 0 FAWN WEAVER DIRECTOR 1.00 X 0 0 0 PAT PAYNE DIRECTOR 1.00 X 0 0 0 MICHAEL CALDWELL ASSISTANT VP, VETERAN ENGAGEMENT 40.00 X 161500 0 0 ALEXANDRA RHUE SVP, MUSEUM ENGAGEMENT & STRATEGIC INITIATIVES 40.00 X 201104 0 0 CHRISTOPHER CASSIDY PRESIDENT & CEO 40.00 X 327138 0 0 EDWARD LENGEL CHIEF HISTORIAN 40.00 X 154683 0 0 DARRRELL UTT CHIEF OF OPERATIONS 40.00 X 204848 0 0 CORY CROWLEY EVP 40.00 X 220000 0 0 JENNIFER SURGALSKI CHIEF OF STRATEGY 20.00 X 0 0 0 GREGORY WATERS DIRECTOR OF CURATORIAL AFFAIRS 40.00 X 142289 0 0 KEVIN BASIK CHIEF OF LEADERSHIP PROGRAMS 40.00 X 225000 0 0 ANTHONY BROCK EXECUTIVE DIRECTOR, GRIFFIN INSTITUTE 40.00 X 208969 0 0 ELIZABETH EUDY CFO 40.00 X 160890 0 0 KRISTIN VANDERGRIFF DIRECTOR, DEVELOPMENT NO. TEXAS 40.00 X 129617 0 0 ELLYN METCALF VP, EDUCATION 40.00 X 110349 0 0 2246387 0 0 12 0 1 0 LINEBECK GROUP LLC 1236 WEST ROSEDALE STREET SUITE 202 FORT WORTH TX 76104 GENERAL CONTRACTOR 57409757 GALLAGHER & ASSOCIATES 8665 GEORGIA AVE SILVER SPRINGS MD 20910 MUSEUM PLANNING AND DESIGN 2454515 RAFAEL VINOLY ARCHITECTS 375 PEARL STREET FLOOR 31 NEW YORK NY 10038 ARCHITECTURE 1490924 KUBIK MALTBIE INC 7000 COMMERCE PARKWAY MOUNT LAUREL TOWNSHIP NJ 08054 EXHIBIT DESIGN AND FABRICATION 1111597 STORYFILE 734 NORTH HIGHLAND AVE LOS ANGELES CA 90038 DEVELOPER 822308 5 8750 34531990 34540740 261226 261226 4402411 3818863 583548 583548 583548 59635 8750 90004 -30369 -30369 6781 0 6781 6781 INSTITUTE PROGRAMS 900099 185000 185000 MEMBERSHIP REVENUE 900099 6323 6323 191323 35553249 6781 0 1005728 X 2026387 1028764 697694 299929 1258930 639138 433455 186337 167648 85112 57722 24814 437233 221976 150541 64716 211017 107130 72654 31233 87776 5293 65055 17428 174096 174096 97519 97519 2064371 464282 1293501 306588 222159 12951 5321 203887 449369 95709 294830 58830 768788 351358 48750 368680 1399703 387338 719328 293037 13573 13573 269417 269417 55970 55970 EQUIPMENT RENTAL AND MA 10629 10629 9714585 3399051 4362536 1952998 26219657 3111168 3623440 917871 62900725 55179541 4887 11959 17972 47630 6431329 335551 6158807 6095778 50785012 108409839 149710500 173773786 7979515 6408966 7979515 6408966 X 57200827 88989697 84530158 78375123 141730985 167364820 149710500 173773786 25838664 1027446 -1232109 -166 0 X 0 1 X 1 0 X 1233037 12532745 90054215 51226830 34540740 189587567 1233037 12532745 90054215 51226830 34540740 189587567 18512390 171075177 796 11 14131 33029 261226 309193 189896760 6781 0.90090 0.88570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1000000 50000 0 50000 1000000 0 1000000 1000000 0.05000 0.00000 0.95000 0 0 5000000 5000000 238079 71700 166379 1193250 263851 929399 6095778 MUSEUM DESIGN AND CONSTRUCTION IN PROCESS 108194638 SECURITY DEPOSIT 1587 RIGHT TO USE ASSET 213614 108409839 X 38434753 1027446 1854224 2881670 35553083 166 166 35553249 12800918 3086333 3086333 9714585 0 9714585 PART III, LINE 4: THE ORGANIZATION CAPITALIZES ALL EXPENDITURES FOR, AND DONATIONS OF, KEY ARTIFACTS AND ARCHIVAL MATERIALS RELATED TO THE MEDAL OF HONOR AND ITS RECIPIENTS. DONATED MUSEUM COLLECTION ITEMS ARE RECORDED AT THE APPROXIMATE FAIR VALUE AT THE DATE OF DONATION. THE MUSEUM COLLECTION IS NOT DEPRECIATED, BUT THE ORGANIZATION REVIEWS THE CARRYING VALUE FOR IMPAIRMENT. IN THE EVENT THE ORGANIZATION SELLS ANY PORTION OF THE MUSEUM COLLECTION, PROCEEDS FROM THE SALE WILL BE USED TO ACQUIRE OF NEW COLLECTION ITEMS OR FOR THE DIRECT CARE OF THE REMAINING MUSEUM COLLECTION. DIRECT CARE OF THE MUSEUM COLLECTION INCLUDES ANY INVESTMENT THAT WILL ENHANCE THE LIFE, USEFULNESS, OR QUALITY OF THE MUSEUM COLLECTION, THEREBY ENSURING CONTINUED BENEFIT TO THE PUBLIC. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNLESS INCOME IS GENERATED FROM UNRELATED BUSINESS ACTIVITIES. THERE IS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2023. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION APPLIES THE PROVISIONS OF THE FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TO IT FINANCIAL STATEMENTS. UNDER ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS THAT SHOULD BE RECORDED. FOR THE YEAR ENDED DECEMBER 31, 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENT OF ACTIVITIES RELATED TO TAXES. X X X X X 1 PONDEROSA CONSULTING 7818 CORNERSTONE PARKWAY DALLAS TX 75225 GENERAL FUNDRAISING STRATEGY AND IMPLEMENTATION MANAGEMENT. 0 0 0 0 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 HUDSON FARMS 57010 57010 3321 83104 DEL FRISCOS 11375 8750 2625 3579 68385 8750 59635 3321 86683 90004 -30369 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION ENGAGED TWO VENDORS TO ASSIST IN DESIGNING, IMPLEMENTING, AND OVERSEEING ITS FUNDRAISING EFFORT IN 2023. X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER CASSIDY PRESIDENT & CEO 327138 0 0 0 0 0 0 0 0 0 327138 0 0 0 KEVIN BASIK CHIEF OF LEADERSHIP PROGRAMS 225000 0 0 0 0 0 0 0 0 0 225000 0 0 0 CORY CROWLEY EVP 220000 0 0 0 0 0 0 0 0 0 220000 0 0 0 ANTHONY BROCK EXECUTIVE DIRECTOR, GRIFFIN INSTITUT 208969 0 0 0 0 0 0 0 0 0 208969 0 0 0 DARRRELL UTT CHIEF OF OPERATIONS 204848 0 0 0 0 0 0 0 0 0 204848 0 0 0 ALEXANDRA RHUE SVP, MUSEUM ENGAGEMENT & STRATEGIC I 201104 0 0 0 0 0 0 0 0 0 201104 0 0 0 MICHAEL CALDWELL ASSISTANT VP, VETERAN ENGAGEMENT 161500 0 0 0 0 0 0 0 0 0 161500 0 0 0 ELIZABETH EUDY CFO 160890 0 0 0 0 0 0 0 0 0 160890 0 0 0 EDWARD LENGEL CHIEF HISTORIAN 154683 0 0 0 0 0 0 0 0 0 154683 0 0 0 PART I, LINE 3 CEO COMPENSATION WAS REVIEWED AND DISCUSSED BY THE BOARD OF DIRECTORS. INDEPENDENT INFORMATION WAS GATHERED FOR COMPARABLE POSITIONS. COMPENSATION WAS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE ORGANIZATION'S 990 IS PROVIDED TO MANAGEMENT AND THE CHAIRMAN OF THE BOARD FOR REVEIW ONCE AVAILABLE. THE COMPLETE 990 IS PROVIDED TO THE FULL BOARD SUBSEQUENT TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT AND THE BOARD OF DIRECTORS PERIODICALLY MONITORS ITS CONFLICT OF INTEREST POLICY FOR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION WAS REVIEWED AND DISCUSSED BY THE BOARD OF DIRECTORS. INDEPENDENT INFORMATION WAS GATHERED FOR COMPARABLE POSITIONS. COMPENSATION WAS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G GOVERNMENT AND COMMUNITY RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 336,201. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 336,201. PUBLIC RELATIONS AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 578,166. FUNDRAISING EXPENSES 52,736. TOTAL EXPENSES 630,902. HUMAN RESOURCES AND ONBOARDING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 81,300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,300. IT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 96,758. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,758. OTHER CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 85,524. MANAGEMENT AND GENERAL EXPENSES 101,649. FUNDRAISING EXPENSES 183,938. TOTAL EXPENSES 371,111. CONTENT CONSULTING: PROGRAM SERVICE EXPENSES 60,010. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,010. FINANCE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 77,632. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,632. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,795. FUNDRAISING EXPENSES 19,750. TOTAL EXPENSES 41,545. EVENT CONSULTING: PROGRAM SERVICE EXPENSES 246,021. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 50,164. TOTAL EXPENSES 296,185. OPERATING PARTNER: PROGRAM SERVICE EXPENSES 72,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,727.