2022-11-15T21:06:36-06:00 2021-12-31 752795393 JTAYLOR & ASSOCIATES LLC 4800 OVERTON PLAZA SUITE 360 FORT WORTH TX 761094430 990 2021-01-01 900900556 NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION MEDA 8172741861 1905 E RANDOL MILL RD ARLINGTON TX 76011 ALEXANDRA RHUE TREASURER 8172741861 2022-11-15 1 ALEXANDRA RHUE 999009999 MATT EDMONSON P01239619 8179245900 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRISTOPHER CASSIDY 1905 E RANDOL MILL RD ARLINGTON TX 76011 88628383 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 20 0 0 12680604 88611779 0 0 11 14131 843 2473 12681458 88628383 0 0 0 0 2330984 2535060 185000 76394 791807 1585919 2665872 4101903 5277326 8579555 83351057 10701591 99959490 820528 2109898 9881063 97849592 SEE SCHEDULE O. 0 0 1575091 88628383 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. 740058 THE ORGANIZATION HAS REPORTED $740,058 OF SALARIES AND WAGES AS PROGRAM EXPENSES IN ITS FORM 990 THAT WERE CAPITALIZED AS AN ASSET RATHER THAN REPORTED AS EXPENSE ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS. SUCH COSTS WERE DETERMINED BY MANAGEMENT TO BE EXPENSE DIRECTLY RELATED TO THE DEVELOPMENT OF PLANS FOR MUSEUM EXHIBITS OR THE CREATION OF THE MUSEUM EXHIBITS THEMSELVES. THIS AMOUNT IS INCLUDED IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND IN FORM 990 AS PART OF MUSEUM DESIGN AND CONSTRUCTION IN PROCESS. 2315149 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 56 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 ALEXANDRA RHUE 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 DIRECTOR 1.00 X 0 0 0 REED CORDISH DIRECTOR 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 DIRECTOR 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 DIRECTOR 1.00 X 0 0 0 BRAD MELTZER DIRECTOR 1.00 X 0 0 0 DOUG PARKER DIRECTOR 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 DIRECTOR 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 CHIEF OF STAFF 40.00 X 160000 0 8000 ALEXANDRA RHUE TREASURER 40.00 X 142041 0 11389 CHRISTOPHER CASSIDY PRESIDENT & CEO 40.00 X 121875 0 3656 JEAN ANNE DEAKYNE VICE PRESIDENT, OPERATIONS 40.00 X 155000 0 7313 MONICA NOTZON DIRECTOR OF DC MONUMENT 40.00 X 158075 0 11057 ROBERT SHENK JR CHIEF MUSEUM CONTENT OFFICER 40.00 X 193341 0 28772 EDWARD LENGEL CHIEF HISTORIAN 40.00 X 121830 0 23111 KRISTIN O VANDERGRIFF DIRECTOR, DEVELOPMENT - NORTH TEXAS 40.00 X 125000 0 3750 VICTORIA AURESTO EXECUTIVE ASSISTANT 40.00 X 106376 0 20781 JAMES CONNORS FORMER PRESIDENT & CEO 40.00 X 425936 0 25800 JOSEPH DANIELS EX PRESIDENT & CEO 40.00 X 369709 0 30143 TYRONE GORDEN EX CHIEF DEVELOPMENT OFFICER 40.00 X 221773 0 12379 2300956 0 186151 12 1 1 0 RAFAEL VINOLY ARCHITECTS 375 PEARL STREET FLOOR 31 NEW YORK NY 10038 ARCHITECTURE 2707321 GALLAGHER & ASSOCIATES 8665 GEORGIA AVE SILVER SPRINGS MD 20910 MUSEUM PLANNING AND DESIGN 789645 SEVEN LETTER 1140 CONNECTIUCUT AVENUE NW SUITE 8 WASHINGTON DC 20036 STRATEGIC COMMUNICATIONS 429081 IRVINEDCS TEAM LLC 1980 POST OAK BLVD SUITE 2020A HOUSTON TX 77056 CONSTRUCTION CONSULTING 332500 LINEBECK GROUP LLC 1236 WEST ROSEDALE STREET SUITE 202 FORT WORTH TX 76104 GENERAL CONTRACTOR 232068 5 88611779 2205749 88611779 14131 14131 RETAIL SALE OF INVENTO 900099 2473 2473 2473 88628383 0 0 16604 X 486029 87279 337813 60937 1626498 357764 821609 447125 288209 60716 158179 69314 134324 28298 73721 32305 114904 114904 205211 205211 76394 76394 1859155 1614987 243020 1148 130732 62372 68360 171860 34184 52425 85251 399 399 130363 69549 41481 19333 2246 2246 3446 3446 12649 12649 FACILITIES 34907 34907 5277326 2315149 2170370 791807 2586063 27602694 2296040 3521031 57340256 445 0 11226 5644 301038 39379 20758 2639 18621 4585769 12389615 10701591 99959490 820528 2109898 820528 2109898 X 3214265 26964823 6666798 70884769 9881063 97849592 10701591 99959490 X 83351057 80409 3797005 740058 X 0 1 X 1 0 X 1426304 1223882 1233037 12532745 90054215 106470183 1426304 1223882 1233037 12532745 90054215 106470183 19699280 86770903 79996 31583 796 11 14131 126517 106596700 0.81400 0.54310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 15854 7339 8515 23525 13419 10106 18621 MUSEUM DESIGN AND CONSTRUCTION IN PROCESS 12276488 MUSEUM COLLECTION 113127 12389615 X 92863027 80409 4154235 4234644 88628383 0 88628383 4894498 357230 357230 4537268 740058 740058 5277326 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, 2021, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENT OF ACTIVITIES RELATED TO TAXES. PART XII, LINE 4B - OTHER ADJUSTMENTS: CAPITALIZED SALARIES AND WAGES PART XII, LINE 4B THE ORGANIZATION HAS REPORTED $740,058 OF SALARIES AND WAGES (PROGRAM SERVICES) THAT WERE CAPITALIZED AS AN ASSET RATHER THAN REPORTED AS EXPENSE ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS. SUCH COSTS WERE DETERMINED BY MANAGEMENT TO BE EXPENSE DIRECTLY RELATED TO THE DEVELOPMENT OF PLANS FOR MUSEUM EXHIBITS OR THE CREATION OF THE MUSEUM EXHIBITS THEMSELVES. THIS AMOUNT IS INCLUDED IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND IN FORM 990 AS PART OF MUSEUM DESIGN AND CONSTRUCTION IN PROCESS. X X X X X 1 PONDEROSA CONSULTING 7818 CORNERSTONE PARKWAY DALLAS TX 75225 GENERAL FUNDRAISING STRATEGY AND IMPLEMENTATION MANAGEMENT. 0 20000 0 20000 20000 20000 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 2021. X X 0 0 0 0 0 0 0 0 0 JAMES CONNORS FORMER PRESIDENT & CEO 425936 0 0 0 0 0 0 0 0 0 425936 0 0 0 JOSEPH DANIELS EX PRESIDENT & CEO 369709 0 0 0 0 0 0 0 0 0 369709 0 0 0 TYRONE GORDEN EX CHIEF DEVELOPMENT OFFICER 221773 0 0 0 0 0 0 0 0 0 221773 0 0 0 ROBERT SHENK JR CHIEF MUSEUM CONTENT OFFICER 193341 0 0 0 0 0 0 0 0 0 193341 0 0 0 MICHAEL CALDWELL CHIEF OF STAFF 160000 0 0 0 0 0 0 0 0 0 160000 0 0 0 MONICA NOTZON DIRECTOR OF DC MONUMENT 158075 0 0 0 0 0 0 0 0 0 158075 0 0 0 JEAN ANNE DEAKYNE VICE PRESIDENT, OPERATIONS 155000 0 0 0 0 0 0 0 0 0 155000 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 21427 2205749 STOCK 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 156,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 156,000. PUBLIC RELATIONS AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 601,599. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 602,099. HUMAN RESOURCES AND ONBOARDING: PROGRAM SERVICE EXPENSES 17,866. MANAGEMENT AND GENERAL EXPENSES 138,698. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 156,564. IT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,744. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,744. TEAM BUILDING: PROGRAM SERVICE EXPENSES 1,757. MANAGEMENT AND GENERAL EXPENSES 10,553. FUNDRAISING EXPENSES 135. TOTAL EXPENSES 12,445. PAYROLL SERVICE FEE: PROGRAM SERVICE EXPENSES 1,593. MANAGEMENT AND GENERAL EXPENSES 2,247. FUNDRAISING EXPENSES 513. TOTAL EXPENSES 4,353. OTHER CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 28,850. MANAGEMENT AND GENERAL EXPENSES 62,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,350. DIRECT SALARIES: PROGRAM SERVICE EXPENSES 807,322. MANAGEMENT AND GENERAL EXPENSES 1,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 808,600. FORM 990, PART XI, LINE 9: CAPITALIZED SALARIES AND WAGES 740,058.