2021-07-27T10:55:39-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2020-01-01 521513535 WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION INC WOME 7035331155 200 N GLEBE ROAD NO 400 ARLINGTON VA 22203 CW5 PHYLLIS WILSON RET PRESIDENT 7035331155 2021-07-27 1 CW PHYLLIS WILSON RET XXX-XX-XXXX J ANDREW SMITH P00635175 5712279500 2021-07-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CW5 PHYLLIS WILSON RET 200 N GLEBE ROAD NO 400 ARLINGTON VA 22203 5798684 0 X WWW.WOMENSMEMORIAL.ORG X 1985 DC EDUCATE & ENGAGE THE PUBLIC IN THE PAST, PRESENT & FUTURE OF WOMEN'S MILITARY SERVICES IN AMERICA. 15 14 45 106 0 0 6624684 5667345 140550 25569 36941 10385 85039 38873 6887214 5742172 0 1011 0 0 1277077 1563373 180000 231415 372136 2969656 3677602 4426733 5473401 2460481 268771 14513747 13733334 3627573 2578389 10886174 11154945 X OUR MISSION IS TO EDUCATE AND ENGAGE THE PUBLIC IN THE PAST, PRESENT AND FUTURE OF WOMEN'S MILITARY SERVICE. SUPPORTED BY OUR COLLECTIONS, OUR INNOVATIVE EXHIBITIONS AND PUBLIC PROGRAMS, WE EDUCATE AND INSPIRE VISITORS WITH STORIES OF WOMEN'S SERVICE AND LEADERSHIP. 0 0 4442811 1011 47020 THE FOUNDATION'S LARGEST PROGRAM SERVICE, THE MEMORIAL EDUCATION CENTER, IS THE ONLY NATIONAL HISTORICAL REPOSITORY DOCUMENTING THE CONTRIBUTIONS AND SERVICE OF ALL MILITARY WOMEN. WELCOMING MORE THAN 100,000 VISITORS ANNUALLY, WE EDUCATE AND INSPIRE THROUGH INNOVATIVE AND INTERACTIVE EXHIBITIONS USING OUR UNIQUE WORLD-CLASS COLLECTIONS. BEYOND OUR EXHIBITS, THE MEMORIAL EDUCATION CENTER OFFERS ENGAGING PROGRAMS AND EVENTS FOR ALL GENERATIONS. OUR THEATER HOSTS FREE EDUCATIONAL PROGRAMS AND FILM SCREENINGS OF MAJOR DOCUMENTARIES THAT HIGHLIGHT THE SERVICE OF MILITARY WOMEN, INCLUDING "THE SIX TRIPLE EIGHT: NO MAIL, LOW MORALE" THE AMAZING STORY OF THE ONLY ALL-BLACK ARMY POSTAL BATTALION IN WORLD WAR II. (CONTINUED ON SCHEDULE O)EDUCATIONAL TOURS, MEANWHILE, ARE OFTEN BASED ON VISITOR CHARACTERISTICS FOR INDIVIDUALS, HONOR FLIGHTS, SCHOOL GROUPS, AND BOTH DOMESTIC AND INTERNATIONAL TOUR GROUPS. IN 2020 AND DUE TO THE GLOBAL COVID PANDEMIC, WE LEVERAGED DIGITAL TECHNOLOGY, EXPANDING OUR EDUCATIONAL PROGRAMMING TO A GLOBAL AUDIENCE. DIGITAL TECHNOLOGY ALSO ENABLED NEW PROGRAMMING, SUCH AS "HERSTORY," WHERE WE INTERVIEW AND HIGHLIGHT THE STORIES OF MILITARY WOMEN WHOSE CAREERS AND CONTRIBUTIONS PROVIDE INSPIRING AND VALUABLE LESSONS IN LEADERSHIP AND PERSEVERANCE. NATIONAL OUTREACH: IN ADDITION TO VIRTUAL/DIGITAL EFFORTS TO EXTEND OUR OUTREACH, WE ALSO HAVE VOLUNTEER AMBASSADORS IN EACH STATE WHO ARE ABLE TO ENGAGE LOCALLY WITH THEIR COMMUNITIES AND VETERAN ORGANIZATIONS TO PROVIDE EDUCATION ON MILITARY WOMEN'S SERVICE AND ITS IMPACT ON OUR NATION'S HISTORY. THOUGHT LEADERSHIP: HIGHLIGHTS FROM OUR LEADERSHIP DEVELOPMENT EFFORTS, MWM PARTNERED WITH ALLEN HAMILTON AND WOMEN IN DEFENSE TO PRESENT AN ONLINE CONVERSATION WITH WOMEN LEADERS FROM ACROSS THE DEFENSE SPACE TO LEARN HOW WOMEN SERVICE MEMBERS CAN TRANSITION INTO A CIVILIAN DEFENSE CAREER AND WHY IN-DEMAND TECH POSITIONS ESPECIALLY SHOULD BE CONSIDERED. WE ALSO PARTNERED WITH COMCAST/NBCUNIVERSAL, THE MEMORIAL TO HOST CNBC'S "FAST MONEY HALFTIME REPORT" WHICH BROUGHT TOGETHER A PANEL OF ACTIVE AND RETIRED MILITARY AND MILITARY FAMILIES TO DISCUSS LEADERSHIP, SERVICE AND PATHWAYS TO SUCCESSFUL PERSONAL AND FINANCIAL HEALTH. 4442811 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA WA WI WV X X MATTHEW RYAN 7035331155 200 N GLEBE ROAD SUITE 400 ARLINGTON VA 22203 CW5 PHYLLIS J WILSON USA RET PRESIDENT 40.00 X X 132500 0 49 ROBIN JOHNSON USA RET CHIEF OF STAFF 40.00 X 88865 0 36 MEREDITH GRAHAM DIRECTOR OF FINANCE (LEFT JUL-20) 40.00 X 57988 0 4741 MATTHEW X RYAN DIRECTOR OF FINANCE 40.00 X 53731 0 16 SANDRA R MEYER CHIEF OF STAFF (LEFT APR-20) 40.00 X 17899 0 4 MG JEANETTE EDMUNDS USA RET CHAIR 1.00 X X 0 0 0 RADM NANCY LESCAVAGE USN RET VICE CHAIR 1.00 X X 0 0 0 JULIE I ENGLUND EDD TREASURER 1.00 X X 0 0 0 BRIG GEN BARBARA A GOODWIN USAF RET SECRETARY 1.00 X X 0 0 0 ESPEY T BROWNING JR USA VET DIRECTOR 1.00 X 0 0 0 MSGT MELISSA CRANE USMC RET DIRECTOR 1.00 X 0 0 0 BRENDA DAVIS USMC VET DIRECTOR 1.00 X 0 0 0 MICHELE S JONES USA CSM RET DIRECTOR 1.00 X 0 0 0 BRIG GEN EDEN J MURRIE USAF RET DIRECTOR 1.00 X 0 0 0 MRS MARIAH SIXKILLER DIRECTOR 1.00 X 0 0 0 BRIG GEN ALLYSON SOLOMON USAF RET DIRECTOR 1.00 X 0 0 0 LCDR KIMERLY B TORBERT USCG RET DIRECTOR 1.00 X 0 0 0 THE HONORABLE CARYN WAGNER USA VET DIRECTOR 1.00 X 0 0 0 ITCS PATRICIA M WARD USN RET DIRECTOR 1.00 X 0 0 0 350983 0 4846 1 0 0 0 CONTRACTING SPECIALISTS INC 5127 BERWYN ROAD COLLEGE PARK MD 20740 CONSTRUCTION/STRUCTURAL REPAIRS 513741 GALLAGHER & ASSOCIATES 8665 GEORGIA AVE SILVER SPRING MD 20910 MEMORIAL EXHIBIT REDESIGN 459748 CAPITAL GATEWAY CONSULTING LLC 11710 PLAZA AMERICA DRIVE 2000 RESTON VA 20190 DATABASE CUSTOMIZATION & CONSULTING 240500 LYNCH PINNACLE GROUP LLC 3 BETHESDA METRO CENTER 430 BETHESDA MD 20814 FUNDRAISING 231415 SHAPIRO & DUNCAN INC 14620 ROTHGEB DRIVE ROCKVILLE MD 20850 CONSTRUCTION/STRUCTURAL REPAIRS 215427 12 43694 2386371 3237280 36166 5667345 MEMORIAL EVENTS 900099 25569 25569 25569 9514 9514 22 22 2400 0 2400 2400 2400 36337 35466 871 871 871 42497 21046 21451 21451 MISCELLANEOUS REVENUE 900099 15000 15000 15000 5742172 47020 0 27807 X 1011 1011 355831 205845 133231 16755 983512 790054 189986 3472 119488 92703 24907 1878 104542 78011 24947 1584 7416 7416 39759 39759 231415 231415 569414 452321 117093 19445 19193 214 38 51324 42427 8367 530 423819 418600 4915 304 1269124 1185649 78316 5159 4770 4475 295 655 489 156 10 960431 948789 10947 695 29181 21775 6964 442 MEMORIAL UTILITIES 146324 146324 MAILING LIST EXPENSES 108843 108843 FEES AND SUBSCRIPTIONS 26956 20190 6361 405 20141 14955 4875 311 5473401 4442811 658454 372136 X 3252056 2532215 37102 37139 125000 122588 108698 46789 65173 86977 38278 61037 29163867 20894289 8319629 8269578 2531197 2577011 36614 14513747 13733334 2920563 1695350 229600 707010 653439 3627573 2578389 X 10754388 10992727 131786 162218 10886174 11154945 14513747 13733334 268771 0 X 0 1 X 1 1 1 X 2357031 2026550 4718524 6624684 5667345 21394134 2357031 2026550 4718524 6624684 5667345 21394134 1636367 19757767 2455 2527 5911 36941 11937 59771 12 9641 4215 6815 15000 35683 21489588 1231203 0.91940 0.89610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4442811 4442811 372141 93035 0 0 353936 372141 726077 1089116 88484 93035 181519 272279 X X X X 0 30776 30776 30770 6 30776 30766 4 30770 30760 6 30766 30754 6 30760 1.00000 0 0 25295693 20194555 5101138 326916 124864 202052 636732 574870 61862 2904526 2904526 8269578 DEFERRED RENT 631322 CAPITAL LEASE OBLIGATION 22117 653439 X 5973091 209873 21046 230919 5742172 0 5742172 5704320 209873 21046 230919 5473401 0 5473401 PART III, LINE 1A: WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION, INC. (THE FOUNDATION) RECEIVES ITEMS OF HISTORICAL SIGNIFICANCE DONATED FOR EXHIBITION AT THE MEMORIAL. THESE ITEMS INCLUDE MILITARY UNIFORMS AND OTHER GEAR FROM ALL MILITARY SERVICE BRANCHES; PRIVATE DIARIES AND LETTERS FROM WOMEN IN THE MILITARY; AND PHOTOS, POSTERS, NEWSPAPERS, AND OTHER PUBLISHED MATERIALS RELATING TO WOMEN WHO HAVE SERVED OR ARE SERVING IN THE MILITARY. IT IS NOT THE FOUNDATION'S POLICY TO CAPITALIZE THESE ITEMS. THE FOUNDATION MAINTAINS DETAILED RECORDS OF ALL DONATIONS, HAS POLICIES AND PROCEDURES ADDRESSING THE UPKEEP AND PRESERVATION OF THESE ITEMS, AND DISPLAYS A SELECTION OF THE COLLECTION ITEMS AT THE MEMORIAL. THE FOUNDATION HAD NO SIGNIFICANT DEACCESSIONS OR DISPOSALS OF COLLECTIONS DURING THE YEARS ENDED DECEMBER 31, 2020 AND 2019. PART III, LINE 4: ARTIFACTS: MILITARY-ISSUE PERSONAL ITEMS SUCH AS FIRST AID KITS AND GROOMING SUPPLIES; ITEMS REFLECTING POPULAR CULTURE SUCH AS PAPER DOLLS, BARBIES AND BUTTONS; PERSONAL COLLECTIBLES FROM SERVICE IN THE UNITED STATES AND OVERSEAS; AND MEDALS, INSIGNIA AND PATCHES. TEXTILES: UNIFORMS OF ALL SERVICES FROM WORLD WAR I TO THE PRESENT INCLUDING SERVICE DRESS, FORMAL, FATIGUE AND EXERCISE CLOTHING. AUDIOVISUALS: RECORDINGS OF WOMEN'S MILITARY BANDS, RECRUITING FILMS AND VIDEOS ABOUT MILITARY WOMEN. INSTITUTIONAL COLLECTION: FOUNDATION NEWSLETTERS AND PUBLICATIONS, WOMEN'S MEMORIAL MEMORY BOOK PAGES AND BLUEPRINTS; AND NATIONAL DESIGN COMPETITION ENTRIES. IN FEBRUARY 2000, THE FOUNDATION OFFICIALLY LAUNCHED THE ORAL HISTORY PROGRAM TO COLLECT THE PERSONAL STORIES OF VETERANS AND ACTIVE DUTY SERVICEWOMEN. THE ORAL HISTORY COLLECTION NOW HOUSES OVER 1,000 NARRATIVES FROM ALL BRANCHES FROM WORLD WAR I TO THE PRESENT. OUR RESOURCES ALSO INCLUDE A RESEARCH LIBRARY OF OVER 1,000 BOOKS BY AND ABOUT MILITARY WOMEN. THE WOMEN'S MEMORIAL FOUNDATION COLLECTION AND THE ORAL HISTORY COLLECTION ARE USED TO CREATE BOTH PERMANENT AND SPECIAL EXHIBITS IN THE WOMEN'S MEMORIAL, LOCATED AT THE GATEWAY TO ARLINGTON NATIONAL CEMETERY. THEY ARE ALSO AN IMPORTANT RESOURCE FOR THE FOUNDATION'S SPECIAL PROJECTS SUCH AS CALENDARS, BOOKS, BROCHURES, PRESENTATIONS, EDUCATIONAL MATERIALS, AND WEB-BASED PROJECTS. RESEARCHERS OF ALL KINDS-STUDENTS, BOOK AUTHORS, NEWSPAPERS AND MAGAZINES, THE MILITARY SERVICES, AND VETERANS ORGANIZATIONS AS WELL AS CONSTITUENTS MAY ALSO USE THE COLLECTIONS AND LIBRARY FOR SIMILAR PURPOSES. ITEMS FROM THE COLLECTIONS ARE ALSO AVAILABLE FOR LOAN TO MUSEUMS-FROM THE NATIONAL TO THE LOCAL LEVEL. PART V, LINE 4: THE FOUNDATION HAD DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR THE PURPOSE OF GENERATING EARNINGS TO PROVIDE SCHOLARSHIPS TO WOMEN WHO HAVE BEEN ACCEPTED FOR ENROLLMENT IN AN ACCREDITED INSTITUTION OF HIGHER LEARNING. DURING 2020, AS A RESULT OF AMENDED AGREEMENTS WITH THE DONORS, THE ENDOWMENT FUNDS WERE AMENDED FROM SCHOLARSHIP FUND ENDOWMENTS TO PURPOSE AND TIME RESTRICTED NET ASSETS WITH THE PURPOSE OF FUNDING ANNUAL INTERNSHIPS, RESEARCH GRANTS, AND SUPPORT TO THE FOUNDATIONS GENERAL OPERATING FUND. THE AMENDMENT TO THE ENDOWMENT FUND WAS SHOWN AS A RECLASSIFICATION OF NET ASSETS IN 2020. PART X, LINE 2: THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE FOUNDATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 21,046. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 21,046. X X X X X 1 LYNCH PINNACLE GROUP LLC 5425 WISCONSIN AVENUE SUITE 600 CHEVY CHASE MD 20185 PROFESSIONAL FUNDRAISING 0 600000 231415 368585 600000 231415 368585 AK AL AR AZ CA CO CT FL GA HI ID IL IA IN KS LA KY MD MA ME MI MN MO MT MS NC ND NH NJ NM NV NY OH OK OR PA RI SD SC TN TX UT VT VA WA WI WV X 612 36166 PUBLIC STOCK PRICE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CFO REVIEWS THE FORM 990 FIRST, FOLLOWED BY THE REMAINDER OF THE ORGANIZATION'S SENIOR OFFICERS (PRESIDENT, CHIEF OF STAFF). THE AUDIT AND EXECUTIVE COMMITTEES OF THE BOARD OF DIRECTORS THEN REVIEWS, FOLLOWED BY A REVIEW BY THE FULL BOARD AT THEIR MID-YEAR MEETING. THE FORM 990 IS THEN SUBMITTED/FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A WRITTEN CONFLICT OF INTEREST POLICY IS IN PLACE FOR ALL OFFICERS AND DIRECTORS OF THE FOUNDATION BOARD AND KEY FOUNDATION EMPLOYEES. IT REQUIRES THEM TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST DECLARATION PROVIDED BY THE FOUNDATION AND TO UPDATE SUCH DECLARATION AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. THE POLICY IS ADMINISTERED BY THE AUDIT COMMITTEE. THE CHAIR OF THE AUDIT COMMITTEE AND THE PRESIDENT ARE RESPONSIBLE FOR REVIEWING ANNUAL DECLARATIONS, RECEIVING DISCLOSURE OF POSSIBLE CONFLICTS, DOCUMENTING AND REVIEWING POSSIBLE CONFLICTS AND THEIR RESOLUTION AND REPORTING ON THE ADMINISTRATION OF THIS POLICY TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 IN ACCORDANCE WITH THE COMPENSATION POLICY ESTABLISHED BY THE GOVERNING BODY, THE RECOMMENDED COMPENSATION FOR THE CEO/PRESIDENT IS DEVELOPED BY THE COMPENSATION COMMITTEE MADE UP OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE DEVELOPS A COMPENSATION RECOMMENDATION BASED ON A REVIEW OF COMPARABLY SIZED, PURPOSED AND LOCATED NONPROFITS. ONCE A RECOMMENDED COMPENSATION IS DEVELOPED IT IS REVIEWED BY AN INDEPENDENT HR CONSULTANT BEFORE IT IS PRESENTED FOR APPROVAL BY THE FULL BOARD OF INDEPENDENT DIRECTORS. COMPENSATION DECISIONS ARE DOCUMENTED IN WRITING AND FORWARDED TO THE FINANCE DEPARTMENT FOR IMPLEMENTATION. COMPENSATION IS REVIEWED ANNUALLY AS A PART OF THE CEO/PRESIDENT'S PERFORMANCE EVALUATION PROCESS. ANY COMPENSATION ADJUSTMENTS ARE DOCUMENTED IN WRITING FOR OTHER EMPLOYEES, COMPARABILITY DATA IS COMPILED BY AN OUTSOURCED HR CONSULTANT ANNUALLY OR ON AN AS-NEEDED BASIS. THE CHIEF OF STAFF AND PRESIDENT DETERMINE COMPENSATION FOR ALL EMPLOYEES. A MEMO FROM THE CHIEF OF STAFF OR PRESIDENT IS SUBMITTED TO THE FINANCE DEPT, ANNOTATING THE RESULTS AND EFFECTIVE DATE OF ANY COMPENSATION DECISION(S). FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORM 1023 IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FORM 990 IS AVAILABLE ON ITS WEBSITE AND OTHER STATES WEBSITES AND VARIOUS NONPROFIT WATCHDOG WEBSITES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE AND AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS & CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST, BUT ARE NOT PUBLISHED ON THE WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 452,321. MANAGEMENT AND GENERAL EXPENSES 117,093. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 569,414.