2023-11-15T13:44:52-06:00 2022-12-31 752795393 JTAYLOR & ASSOCIATES LLC 4800 OVERTON PLAZA SUITE 360 FORT WORTH TX 761094430 990 2022-01-01 900900556 NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION MEDA 8172741861 1905 E RANDOL MILL RD ARLINGTON TX 76011 ALEXANDRA RHUE CFO 8172741861 2023-11-15 1 ALEXANDRA RHUE 999009999 1 DOUGLAS MANN P01950332 8179245900 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER CASSIDY 1905 E RANDOL MILL RD ARLINGTON TX 76011 51262926 0 X WWW.MOHMUSEUM.ORG X 2012 TX TO PRESERVE AND PRESENT THE STORIES OF INDIVIDUALS WHO HAVE RECEIVED THE MEDAL OF HONOR. 27 27 21 13 0 0 88611779 51226830 0 0 14131 33029 2473 3067 88628383 51262926 0 0 0 0 2535060 2892316 76394 206187 1138179 2665872 4214284 5277326 7312787 83351057 43950139 99959490 149710500 2109898 7979515 97849592 141730985 SEE SCHEDULE O. 0 0 3021243 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. 3021243 1 1 0 0 0 0 0 1 0 0 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 1 0 0 0 0 0 0 0 0 1 95 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 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 COMMITTEE CHAIRMAN 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 MICHAEL CALDWELL SR. DIR.,OPS AND VETERANS ENGAGEMENT 40.00 X 160808 0 0 ALEXANDRA RHUE TREASURER 40.00 X 189869 0 0 CHRISTOPHER CASSIDY PRESIDENT & CEO 40.00 X 325000 0 0 DARRRELL UTT CHIEF OF OPERATIONS 40.00 X 160969 0 0 MONICA NOTZON DIRECTOR OF DC MONUMENT 40.00 X 157924 0 0 EDWARD LENGEL CHIEF HISTORIAN 40.00 X 123630 0 0 KRISTIN O VANDERGRIFF DIRECTOR, DEVELOPMENT - NO 40.00 X 130208 0 0 1248408 0 0 8 0 1 0 LINEBECK GROUP LLC 1236 WEST ROSEDALE STREET SUITE 202 FORT WORTH TX 76104 GENERAL CONTRACTOR 25243695 RAFAEL VINOLY ARCHITECTS 375 PEARL STREET FLOOR 31 NEW YORK NY 10038 ARCHITECTURE 2130063 GALLAGHER & ASSOCIATES 8665 GEORGIA AVE SILVER SPRINGS MD 20910 MUSEUM PLANNING AND DESIGN 1337589 SEVEN LETTER 1140 CONNECTIUCUT AVENUE NW SUITE 8 WASHINGTON DC 20036 STRATEGIC COMMUNICATIONS 436304 IRVINEDCS TEAM LLC 1980 POST OAK BLVD SUITE 2020A HOUSTON TX 77056 CONSTRUCTION CONSULTING 423258 5 5000000 46226830 7376812 51226830 33029 33029 RETAIL SALE OF INVENTORY 900099 3067 3067 3067 51262926 0 0 36096 X 675677 213093 373792 88792 1636484 516108 905322 215054 442193 123149 266706 52338 137962 54288 75548 8126 154254 154254 324056 324056 206187 206187 1646956 1204453 280807 161696 106130 99914 166 6050 266599 72541 150383 43675 1494945 694256 445186 355503 5474 5132 342 82663 82663 38540 38540 MISCELLANEOUS 57814 43441 13957 416 EQUIPMENT RENTAL AND MA 36853 36853 7312787 3021243 3153365 1138179 27602694 26219657 2296040 3623440 57340256 62900725 11226 4887 301038 17972 6262228 103421 18621 6158807 12389615 50785012 99959490 149710500 2109898 7979515 2109898 7979515 X 26964823 57200827 70884769 84530158 97849592 141730985 99959490 149710500 43950139 -853947 785201 0 X 0 1 X 1 0 X 1223882 1233037 12532745 90054215 51226830 156270709 1223882 1233037 12532745 90054215 51226830 156270709 17791980 138478729 31583 796 11 14131 33029 79550 156350259 0.88570 0.81400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 5000000 5000000 186465 29589 156876 1075763 73832 1001931 6158807 MUSEUM DESIGN AND CONSTRUCTION IN PROCESS 50466130 SECURITY DEPOSIT 1587 RIGHT TO USE ASSET 317295 50785012 X 52672013 -853947 2263034 1409087 51262926 0 51262926 8790620 1477833 1477833 7312787 0 7312787 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. PURCHASED MUSEUM COLLECTION ITEMS ARE CARRIED AT COST. 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, 2021. 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, 2022, 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 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION ENGAGED TWO VENDORS TO ASSIST IN DESIGNING, IMPLEMENTING, AND OVERSEEING ITS FUNDRAISING EFFORT IN 2022. X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER CASSIDY PRESIDENT & CEO 325000 0 0 0 0 0 0 0 0 0 325000 0 0 0 ALEXANDRA RHUE TREASURER 189869 0 0 0 0 0 0 0 0 0 189869 0 0 0 DARRRELL UTT CHIEF OF OPERATIONS 160969 0 0 0 0 0 0 0 0 0 160969 0 0 0 MICHAEL CALDWELL SR. DIR.,OPS AND VETERANS ENGAGEMENT 160808 0 0 0 0 0 0 0 0 0 160808 0 0 0 MONICA NOTZON DIRECTOR OF DC MONUMENT 157924 0 0 0 0 0 0 0 0 0 157924 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. X 8 2148495 FMV X 1 5000000 COMPARABLE SALES 0 0 0 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 120,000. MANAGEMENT AND GENERAL EXPENSES 584. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,584. PUBLIC RELATIONS AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 518,709. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 105,000. TOTAL EXPENSES 623,709. IT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 70,633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,633. OTHER CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 200,477. MANAGEMENT AND GENERAL EXPENSES 99,059. FUNDRAISING EXPENSES 45,000. TOTAL EXPENSES 344,536. CONTENT CONSULTING: PROGRAM SERVICE EXPENSES 183,401. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 11,672. TOTAL EXPENSES 195,073. FINANCE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 110,531. FUNDRAISING EXPENSES 24. TOTAL EXPENSES 110,555. MUSEUM CONTENT AND SUPPORT: PROGRAM SERVICE EXPENSES 181,866. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 181,866.