2022-11-10T10:00:30-06:00 2021-12-31 431305800 UHY ADVISORS MO INC 605 WEST 47TH STREET SUITE 301 KANSAS CITY MO 64112 990 2021-01-01 436052673 LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WWI MUSEUM AND MEMORIAL LIBE 8168888100 2 MEMORIAL DRIVE KANSAS CITY MO 64108 MATTHEW NAYLOR PRESIDENT/CEO 8168888100 2022-11-08 1 MATTHEW NAYLOR XXX-XX-XXXX STEVEN WIEBLER P00268044 8169313393 2022-11-04 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MATTHEW NAYLOR 2 MEMORIAL DRIVE KANSAS CITY MO 64108 18016726 0 X WWW.THEWORLDWAR.ORG X 1919 MO THE NATIONAL WWI MUSEUM AND MEMORIAL (MUSEUM AND MEMORIAL) IS AMERICA'S LEADING INSTITUTION DEDICATED TO REMEMBERING, INTERPRETING, AND UNDERSTANDING THE GREAT WAR AND ITS ENDURING IMPACT ON THE GLOBAL COMMUNITY. THE MUSEUM AND MEMORIAL FULFILLS THIS MISSION 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. 20 20 60 555 0 0 13366759 10461527 1242375 3009443 191688 584432 124439 406481 14925261 14461883 0 0 139215 360854 3572701 3736394 74758 130331 520710 3352423 5952257 7139097 10179836 7786164 4282047 31923843 35751544 1141310 617357 30782533 35134187 X THE NATIONAL WWI 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 7169441 3009443 MUSEUM & MEMORIAL OPERATIONS: SHORTLY AFTER WORLD WAR I ENDED, A GROUP OF KANSAS CITY LEADERS FORMED AN ASSOCIATION TO CREATE A LASTING MEMORIAL TO THOSE WHO SERVED. IN 1919, A FUNDRAISING CAMPAIGN RESULTED IN 83,000 RESIDENTS CONTRIBUTING $2.5 MILLION IN 10 DAYS (MORE THAN $35 MILLION IN CURRENT DOLLARS). IN 1921, A SITE DEDICATION FEATURED MORE THAN 100,000 PEOPLE, INCLUDING THE FIVE MAJOR ALLIED COMMANDERS, THE FIRST TIME THESE INDIVIDUALS WERE IN THE SAME PLACE AT THE SAME TIME. FOLLOWING YEARS OF PLANNING AND CONSTRUCTION, THE FACILITY OPENED IN 1926 TO A CROWD OF MORE THAN 150,000 PEOPLE, INCLUDING U.S. PRESIDENT CALVIN COOLIDGE. AT THE TIME, IT WAS THE LARGEST AUDIENCE A U.S. PRESIDENT HAD EVER ADDRESSED. AFTER DECADES OF UNADDRESSED DEFERRED MAINTENANCE, THE FACILITY TEMPORARILY CLOSED IN 1994. ONCE AGAIN, KANSAS CITY AREA RESIDENTS ROSE TO THE CHALLENGE AT THIS CRITICAL JUNCTURE AND RAISED $102 MILLION FOR RENOVATIONS COUPLED WITH A MAJOR EXPANSION. AFTER ACHIEVING NATIONAL HISTORIC LANDMARK STATUS AND DESIGNATION FROM CONGRESS AS AMERICA'S OFFICIAL WWI MUSEUM, THE EXPANDED FACILITY OPENED TO THE PUBLIC IN DECEMBER 2006. CONGRESS ADDED A SECOND DESIGNATION IN 2014, EFFECTIVELY RENAMING THE ORGANIZATION THE NATIONAL WWI MUSEUM AND MEMORIAL. MILLIONS OF PEOPLE FROM ALL 50 STATES AND ALL SIX INHABITED CONTINENTS AROUND THE WORLD HAVE VISITED TO SEE THE WORLD'S MOST COMPREHENSIVE WORLD WAR I COLLECTION. AN INSTITUTION OF THE PEOPLE, BY THE PEOPLE AND FOR THE PEOPLE, THE MUSEUM AND MEMORIAL IS KANSAS CITY'S GIFT TO THE WORLD. AS OF DECEMBER 31, 2021, THE MUSEUM AND MEMORIAL EMPLOYS 39 FULL-TIME AND 8 PART-TIME STAFF. ADDITIONALLY, IN 2021 555 VOLUNTEERS PROVIDED OVER 57,026 HOURS OF SERVICE. VOLUNTEERS GREET GUESTS, PROVIDE EXPERT TOURS, PROVIDE GUIDANCE, SUPPORT SPECIAL PROJECTS, ASSIST WITH PROMOTION, ANSWER ALL QUESTIONS, AND HELP TO LEND A WARM, HUMAN DIMENSION TO MULTIFACETED STORIES OF WAR AND WORLD HISTORY. THE MUSEUM AND MEMORIAL 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 AND MEMORIAL. ADMISSIONS, FACILITY RENTALS, RETAIL, THE OVER THERE CAFE, AND OTHER INITIATIVES ARE ALSO SUCCESSFUL REVENUE GENERATING SOURCES. THE NATIONAL WWI MUSEUM AND MEMORIAL IS PROUD TO BE RANKED BY NATIONAL SOURCES AS FOLLOWS:- AMONG THE TOP 12 MILITARY MUSEUMS IN THE WORLD BY CNN- AMONG THE TOP 5 MUSEUMS IN THE U.S. BY YELP- AMONG THE TOP 10 MILITARY MUSEUMS IN THE COUNTRY BY USA TODAY- AMONG THE TOP 25 MUSEUMS IN THE U.S. AND THE "NUMBER ONE ATTRACTION IN KANSAS CITY" BY TRIP ADVISORIN 2021, ATTENDANCE AT THE MUSEUM AND MEMORIAL, INCLUDING EVENTS HELD INSIDE THE MUSEUM AS WELL AS THE SURROUNDING 47 ACRES WAS MORE THAN 580,000 (AN INCREASE OF 72% OVER FISCAL YEAR 2020), INCLUDING MORE THAN 173,000 PAID ADMISSIONS. IN 2021 GUESTS FROM 22 COUNTRIES AND ALL 50 STATES VISITED THE MUSEUM AND MEMORIAL. GLOBAL AUDIENCES FROM 51 COUNTRIES PARTICIPATED LIVE IN DIGITAL FIELD TRIPS AND PUBLIC PROGRAMMING. 820147 COLLECTIONS MANAGEMENT AND RESEARCH: THE NATIONAL WWI MUSEUM AND MEMORIAL IS THE NATION'S ONLY MUSEUM SOLELY DEDICATED TO PRESERVING THE HISTORY AND EXAMINING THE EXPERIENCES OF THE GREAT WAR. THE MUSEUM AND MEMORIAL HOLDS THE WORLD'S MOST COMPREHENSIVE COLLECTION OF WORLD WAR I (1914-1919) OBJECTS, ARTIFACTS AND DOCUMENTS REPRESENTING EACH BELLIGERENT NATION THAT WAS INVOLVED. IT IS THE SECOND OLDEST 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 MUSEUM AND MEMORIAL PARTNERED 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 MUSEUM AND MEMORIAL HOLDS A DIVERSE COLLECTION OF MORE THAN 361,000 WORLD WAR I HISTORICAL OBJECTS AND ARTIFACTS, AND ACTIVE COLLECTING CONTINUES, WITH COLLECTION PRIORITIES RESPONDING TO IMMEDIATE RESEARCH AND EXHIBITION NEEDS, AS WELL AS UNIQUE OPPORTUNITIES THAT ARISE. IN 2021, THE MUSEUM ACCEPTED 188 NEW ACCESSIONS INTO THE PERMANENT COLLECTION, EACH OF WHICH CONTAINS AT LEAST ONE OBJECT, WITH SOME CONTAINING HUNDREDS OF OBJECTS. 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 AND MEMORIAL FEATURES SEVERAL TEMPORARY EXHIBITIONS EVERY YEAR, AND ALSO PARTNERS WITH OTHER INSTITUTIONS WITH EXHIBITION LOANS. 2021 EXHIBITIONS FEATURED: SNAPSHOTS, EMPIRES AT WAR: AUSTRIA AND RUSSIA, WAR REMAINS, VOTES & VOICES, WHY KEEP THAT?, 100 YEARS OF COLLECTING - ART, 100 YEARS OF COLLECTING AND SILK AND STEEL: FRENCH FASHION, WOMEN AND WWI. 720014 GLOBAL EDUCATION INITIATIVES:FOR THE PAST DECADE, THE MUSEUM AND MEMORIAL HAS INITIATED A VARIETY OF STRATEGIES TO OPEN THE AVAILABILITY OF ITS RICH COLLECTION AND INTERPRETATION SKILLS TO A GLOBAL AUDIENCE THROUGH ONLINE PLATFORMS. WHEN THE PANDEMIC HIT, IT WAS WELL PREPARED TO PIVOT AND EXPAND ITS OFFERINGS TO A GLOBAL DIGITAL AUDIENCE.THE MUSEUM AND MEMORIAL OFFERS A DIVERSE RANGE OF PUBLIC PROGRAMS OPEN TO ALL AGES TO FORWARD OUR MISSION IN REMEMBERING, INTERPRETING AND UNDERSTANDING THE GREAT WAR AND ITS ENDURING IMPACT ON THE GLOBAL COMMUNITY. THE MUSEUM AND MEMORIAL HAS SEVERAL SIGNATURE SERIES THAT EXPLORE THE LEGACIES OF WWI IN DYNAMIC AND THOUGHT-PROVOKING WAYS INCLUDING ANNUAL SYMPOSIA, THE MRS. WILSON'S KNITTING CIRCLE PROGRAM AND THE PERSHING LECTURE SERIES. MANY PROGRAMS ARE PRESENTED IN PARTNERSHIP WITH THE REGION AND COUNTRY'S VIBRANT CULTURAL ORGANIZATIONS.PROGRAMS ARE CREATED TO EXAMINE MULTIPLE OBJECTIVES, EXPLORE BOTH HISTORIC AND PRESENT IMPACT AND ADDRESS DIVERSE AUDIENCES. COMMUNITY EVENTS ARE PROGRAMS BUILT TO HIGHLIGHT THE MUSEUM AND MEMORIAL'S UNIQUE SPACE AS "KANSAS CITY'S FRONT PORCH".FOR VIRTUAL LEARNERS, THE MUSEUM AND MEMORIAL PROVIDES A HOST OF EDUCATIONAL RESOURCES WHICH INCLUDES DIGITAL EXHIBITIONS, WEBINARS, VIRTUAL TOURS, AND EDUCATIVE VIDEOS. THE ORGANIZATION CONTINUES TO EXPAND CONTENT AND DIVERSIFY PLATFORMS, INCLUDING PARTNERSHIP WITH GOOGLE ARTS AND CULTURE TO MEET THE ONGOING NEEDS AND INTERESTS OF CORE AUDIENCES. PRIMARILY FEATURING RECORDINGS OF PUBLIC PROGRAM EVENTS, THE MUSEUM AND MEMORIAL YOUTUBE PAGE TRACKED MORE THAN 22.5 MILLION MINUTES WATCHED DURING 2021. ADDITIONALLY, THE MUSEUM AND MEMORIAL LAUNCHED AN ONLINE COLLECTIONS DATABASE IN JULY OF 2013 WHICH ENGAGES LEARNERS AND RESEARCHERS OF ALL AGES THROUGH THE WEBSITE THEWORLDWAR.ORG. IN 2021, THE COLLECTIONS DEPARTMENT DIGITIZED AND ADDED 3,492 RECORDS TO THE DATABASE, RAISING THE TOTAL TO MORE THAN 47,000 ITEMS AVAILABLE FOR PUBLIC ACCESS. THE SITE HAD 365,968 PAGEVIEWS IN 2021. 8709602 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 23 0 1 60 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARK GUNTER 8168888103 2 MEMORIAL DRIVE KANSAS CITY MO 64108 ELAINE DRODGE KOCH CHAIR/BOARD MEMBER 3.00 X X 0 0 0 MARTY NEVSHEMAL VICE CHAIR/BOARD MEMBER 2.00 X X 0 0 0 RAM SHANKAR TREASURER/BOARD MEMBER 2.00 X X 0 0 0 JULIE WILSON SECRETARY/BOARD MEMBER 2.00 X X 0 0 0 GERALD BAUERS BOARD MEMBER 1.00 X 0 0 0 DAN CRUMB BOARD MEMBER 1.00 X 0 0 0 ANDREW DEISTER BOARD MEMBER 1.00 X 0 0 0 PETER J DESILVA BOARD MEMBER 1.00 X 0 0 0 MARK HENDERSON BOARD MEMBER 1.00 X 0 0 0 ANDREA HENDRICKS BOARD MEMBER 1.00 X 0 0 0 KATRINA HENKE BOARD MEMBER 1.00 X 0 0 0 JACK HOLLAND BOARD MEMBER 1.00 X 0 0 0 MARY JANE JUDY BOARD MEMBER 1.00 X 0 0 0 DALE F KLOSE BOARD MEMBER 1.00 X 0 0 0 JOHN SHERMAN BOARD MEMBER 1.00 X 0 0 0 J STANTON THOMPSON BOARD MEMBER 1.00 X 0 0 0 JOHN THOMSON BOARD MEMBER 1.00 X 0 0 0 SCOTT VAN GENDEREN BOARD MEMBER 1.00 X 0 0 0 THOMAS F WHITTAKER BOARD MEMBER 1.00 X 0 0 0 RICHARD B YOUNG JR BOARD MEMBER 1.00 X 0 0 0 MATTHEW C NAYLOR PRESIDENT/CEO 40.00 X 371000 0 18617 MICHAEL L HOUSE SENIOR VICE PRESIDENT 40.00 X 166460 0 21014 DEBRA L BASS VICE PRESIDENT DEVELOPMENT 40.00 X 122852 0 8942 PAIGE D PERLIK VICE PRESIDENT CORP ENG 40.00 X 112995 0 17005 CHRIS T WYCHE VICE PRESIDENT FACILITIES 40.00 X 107078 0 16683 880385 0 82261 5 0 1 0 JACOR CONTRACTING INC 1114 N WALROND KANSAS CITY MO 64120 COURTYARD GC 2108255 RALPH APPELBAUM ASSOCIATES INC 88 PINE ST 29TH FLOOR NEW YORK NY 10005 GALLERY REFRESH DESIGNER 805059 HARTSOOK COMPANIES PO BOX 410046 KANSAS CITY MO 64141 STRATEGIC CONSULTANT 310090 ALLIED UNIVERSAL SECURITY SERVICES 161 WASHINGTON ST STE 600 CONSHOHOCKEN PA 19428 SECURITY SERVICES 229725 GOULD EVANS ASSOCIATES LLC WS188-PO BOX 414378 KANSAS CITY MO 64141 GALLERY REFRESH ARCHITECT 156530 10 179063 594847 5508388 4179229 10461527 ADMISSIONS 900099 2836099 2836099 MUSEUM PROGRAMS 900099 173344 173344 3009443 264437 264437 3538960 3218965 319995 319995 319995 18732 594847 0 18732 18732 723627 335878 387749 387749 14461883 3009443 0 990913 360854 360854 795185 637120 45063 113002 2153627 1584722 422965 145940 110751 87294 16200 7257 462331 364408 67628 30295 214500 171639 25439 17422 17315 17315 27754 27754 130331 130331 40184 40184 643777 621089 22688 129630 123721 5909 42608 38900 3057 651 388303 216741 171562 603553 603553 18685 13328 4380 977 10389 2886 6550 953 720503 720503 118622 109714 6500 2408 REPAIRS AND MAINTENANCE 2463968 2463968 0 0 BANK CHARGES 146019 113140 31054 1825 PRINTING FEES 120999 109638 659 10702 CURATORIAL, RESEARCH & 117642 117642 0 0 342306 248742 40526 53038 10179836 8709602 949524 520710 495169 1642252 11306809 12567706 6107040 4706444 158238 231544 145708 144511 94996 204099 16991225 7621777 9097655 9369448 4518228 6885540 31923843 35751544 276177 463625 218333 153732 646800 1141310 617357 X 12838613 15438134 17943920 19696053 30782533 35134187 31923843 35751544 4282047 69607 0 X 0 1 X 1 0 X 3845123 5893121 4893763 13387572 10480259 38499838 3845123 5893121 4893763 13387572 10480259 38499838 12877806 25622032 84495 70018 174602 115913 264437 709465 39209303 17908488 0.65350 0.62000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 5565590 242242 554070 409563 5952339 3311973 1918908 466106 131397 5565590 2971852 3073 460115 123067 3311973 3120316 264970 -161277 252157 2971852 2639389 273596 331426 124095 3120316 0.06929 0.73266 0.19805 0 0 13321591 6400905 6920686 2540884 1220872 1320012 1128750 1128750 9369448 X 14438892 69607 308440 378047 14060845 40184 360854 401038 14461883 10076437 308440 308440 9767997 40184 371655 411839 10179836 PART X, LINE 2: THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND NONE OF ITS PRESENT OR ANTICIPATED FUTURE ACTIVITIES ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE MUSEUM FOLLOWS THE PROVISIONS OF ASC 740-10-25, INCOME TAXES, REQUIRING DISCLOSURE OF 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 YEARS ENDED DECEMBER 31, 2021 AND 2020, 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 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: NWWIMM STORE COST OF GOODS SOLD PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT DONOR BENEFITS EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: NWWIMM 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 NWWIMM, 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 361,000 ARTIFACTS AS OF DECEMBER 31, 2021. 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 NWWIMM 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 188 AND 173 IN 2021 AND 2020, RESPECTIVELY. PART III, LINE 4: THE NWWIMM'S COLLECTION OF OVER 361,000 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 NWWIMM'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 NWWIMM 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 NWWIMM 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 AN ENDOWMENT FUND ESTABLISHED IN 2009 TO PROVIDE RESOURCES TO SUPPORT THE NWWIMM'S OPERATIONS. X X X X 1 DANILLER COMPANY 3724 JEFFERSON STREET AUSTIN TX 78731 NATIONAL CAMPAIGN STRATEGY 0 148647 57662 90985 148647 57662 90985 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 NIGHT AT THE TOWER 543532 542532 1000 92231 349882 78595 3 70047 52315 17732 613579 594847 18732 92231 349882 78595 520708 -501976 X X 0 0 0 0 0 0 0 1 0 MATTHEW C NAYLOR PRESIDENT/CEO 296000 0 75000 0 0 0 17520 0 1097 0 389617 0 0 0 MICHAEL L HOUSE SENIOR VICE PRESIDENT 166460 0 0 0 0 0 10767 0 10247 0 187474 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 189 2 0 1 0 PART I, LINE 33: THE NWWIMM DOES NOT RECORD REVENUES FROM CONTRIBUTIONS OF HISTORICAL OBJECTS DONATED TO ITS COLLECTION AS ALLOWED UNDER FASB ASC 958-360-50-1. THE SAME NON-RECOGNITION POLICY IS FOLLOWED FOR CONTRIBUTED HISTORICAL EXHIBITIONS. 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.