2021-08-31T09:17:11-05:00 2020-12-31 431562209 House Park Dobratz & Wiebler PC 605 W 47th Street Suite 301 Kansas City MO 64112 990 2020-01-01 436052673 Liberty Memorial Association dba National WWI Museum and Memorial LIBE 8168888100 2 Memorial Drive Kansas City MO 64108 Matthew Naylor President/CEO 8168888100 2021-08-24 1 Matthew Naylor XXX-XX-XXXX Steven V Wiebler P00268044 8169313393 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Matthew Naylor 2 Memorial Drive Kansas City MO 64108 16183060 0 X www.theworldwar.org X 1919 MO The National WWI Museum and Memorial (NWWIMM) 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 52 489 0 0 5328181 13366759 3332662 1242375 255843 191688 882411 124439 9799097 14925261 0 0 898662 139215 3437228 3572701 172530 74758 393871 4623545 3352423 9131965 7139097 667132 7786164 23180201 31923843 524511 1141310 22655690 30782533 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 4455481 1242375 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 collection of World War I artifacts. 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, 2020, the NWWIMM currently employs 39 full-time and 7 part-time staff. Additionally, in 2020 489 volunteers provided over 37,870 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 NWWIMM 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 NWWIMM 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 2020, attendance at the NWWIMM, including events held in the Museum as well as the surrounding Memorial Hill parklands was more than 400,000 (a decrease of 28% over fiscal year 2019 partially due to the museum closure for the COVID-19 pandemic), including more than 77,000 paid admissions. In 2020 guests from the six inhabited continents, 30 countries and 48 states visited the NWWIMM. 848342 Collections Management and Research: The NWWIMM is the nation's only museum solely dedicated to preserving the history and examining the experiences of the Great War. The NWWIMM 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 World War I 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 NWWIMM 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 NWWIMM holds a diverse collection of more than 351,000 World War I historical objects and artifacts, and active collecting continues to the present, with collection priorities responding to immediate research and exhibition needs, as well as unique opportunities when they arise. In 2020, the Museum accepted 173 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. 2020 featured: 100 Years of Collecting; Silk and Steel - French Fashion, Women and WWI; The Vietnam War: 1945-1975; Devasted Lands; 1919: Peace?; Etched in Memory; Votes & Voices; 100 Years of Collecting - Art. 654449 Global Education Initiatives:TRANSCRIPTION EFFORTS In response to the Covid-19 pandemic, 45% of staff members were transitioned to assist with the transcription of letters and diaries from the Museum and Memorial's collection. These transcription efforts increase accessibility, make translations to other languages possible and allow the reader to engage with the content in a way that best suits their learning style.PUBLIC PROGRAMSProviding programs through online platforms allowed audiences to continue their participation, even during the COVID-19 lockdown period. In most cases, attendance increased as a global audience enjoyed programming from the comfort of their homes. Public Programs and other educational content are made available on YouTube, which saw a 57% increase in watch time.Originally launched in 2014, our online exhibition "War Fare: From the Homefront to the Frontline" experienced a surge in interest as home bakers tried their hands at cooking and baking while confined to the safety of their homes. Food and Wine Magazine, ABC's Good Morning America and Smithsonian Magazine all spread the interest."How WWI Changed America" launched in August, sharing educator 'toolkits' on a variety of topics in WWI, including the experience of African American and Native American populations in the war, Women, the 1918-1919 Influenza Pandemic and more.REACHING STUDENTS 117 field trips were taken to the Museum and Memorial in January through early March. As the 2020-21 school year began with students working from home, the Museum and Memorial began offering Electronic Field Trips. Students from 13 states and as far away as Scotland tuned in for lessons. 100% of teachers surveyed who led a field trip to the Museum and Memorial would book another visit.TEACHER TRAININGS 2020 began with education staff leading resource trainings in California, Georgia and Texas. In March, a robust travel schedule quickly shifted to a series of online workshops including topics on Global Feminism, the Bonus March and Diplomacy in the Middle East. 1,286 teachers were reached with an estimated student reach of 155,000.WWI Changed Us webinar series, aimed at teachers, featured 21 programs and attracted more than 12,500 learners to Museum online resources in 2020, subsidized by generous donors, to support educators and school children in a year where in person field trips were curtailed. 5958272 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 22 0 1 52 1 0 0 0 0 0 0 1 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 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 James Dyer 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 Mark Jorgenson 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 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 342002 0 16394 Michael L House Senior Vice President 40.00 X 168008 0 16141 Debra L Bass Vice President Development 40.00 X 128304 0 7297 Paige D Perlik Vice President Corp Eng 40.00 X 111392 0 13594 Chris T Wyche Vice President Facilities 40.00 X 105512 0 13329 855218 0 66755 5 0 1 0 Allied Universal Security Services LLC 161 Washington St Conshohocken PA 19428 Security services 304451 American Dining Creations 124 Metropolitan Park Drive Syracuse NY 13088 Cafe and catering services 131292 SG360 14711 West 114th Terrace Lenexa KS 66215 Janitorial services 125789 Sandy Hillman Communications 2 Village Square Suite 220 Baltimore MD 21210 Communications consulting 121565 Results Technology 12022 Blue Valley Parkway Ste 524 Overland Park KS 66213 IT services 100219 5 138961 655496 823850 11748452 13366759 Admissions 900099 1196181 1196181 Museum programs 900099 46194 46194 1242375 115913 115913 1079755 1003980 75775 75775 75775 20813 655496 0 20813 20813 357445 253819 103626 103626 14925261 1242375 0 316127 139215 139215 763818 611030 43417 109371 2102395 1505145 461495 135755 110752 82314 21785 6653 394576 293262 77612 23702 201160 156222 27357 17581 16949 1795 15174 -20 19250 19250 74758 74758 22424 22424 556426 551023 1565 3838 207131 153535 27500 26096 43338 36116 5406 1816 216609 216147 97 365 545269 545269 8142 4917 3155 70 10586 5813 3764 1009 727465 727465 88415 79093 6968 2354 Repairs and maintenance 402625 402128 30 467 Curatorial, research & 158566 158566 Educational expenses 71080 70035 1020 25 Bank charges 55398 45007 7358 3033 202750 174175 41577 -13002 7139097 5958272 786954 393871 1483324 495169 4633260 11306809 1761293 6107040 141097 158238 167210 145708 51509 94996 15998929 6901274 9773602 9097655 5168906 4518228 23180201 31923843 301403 276177 223108 218333 646800 524511 1141310 X 15125421 12838613 7530269 17943920 22655690 30782533 23180201 31923843 7786164 340679 0 X 0 1 X 1 0 X 7395797 3845123 5893121 4893763 13387572 35415376 7395797 3845123 5893121 4893763 13387572 35415376 13129536 22285840 86646 84495 70018 174602 115913 531674 35947050 17806455 0.62000 0.98330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 3311973 1918908 466106 131397 5565590 2971852 3073 460115 123067 3311973 3120316 264970 -161277 252157 2971852 2639389 273596 331426 124095 3120316 2598737 10000 153107 122455 2639389 0.06240 0.78320 0.15440 0 0 13321591 5800767 7520824 2527338 1100507 1426831 150000 150000 9097655 X 15269530 340679 165229 505908 14763622 22424 139215 161639 14925261 7104769 165229 165229 6939540 22424 177133 199557 7139097 Part X, Line 2: The NWWIMM is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The NWWIMM follows GAAP related to 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 NWWIMM had no uncertain income tax positions for the year ended December 31, 2020, and is not aware of any violation of its tax status as an organization exempt from income taxes. The NWWIMM is no longer subject to audits for Federal or state purposes for years prior to 2017. 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 351,000 artifacts as of December 31, 2020. 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 173 and 172 in 2020 and 2019, respectively. Part III, Line 4: The NWWIMM's collection of over 342,000 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 1 Daniller Company 3724 Jefferson Street Austin TX 78731 National Campaign Strategy 0 171923 44609 127314 171923 44609 127314 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 537290 530255 7035 29155 102214 31493 Chiefs Super Bowl Parade 105000 105000 231007 3 34019 20241 13778 676309 655496 20813 29155 102214 262500 393869 -373056 X X 0 0 0 0 0 0 0 1 0 Matthew C Naylor President/CEO 272002 0 70000 0 0 0 15390 0 1004 0 358396 0 0 0 Michael L House Senior Vice President 164008 0 4000 0 0 0 7560 0 8581 0 184149 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 1 X 173 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. During 2020, the NWWIMM received a donation of intellectual property consisting of a virtual reality experience that transports viewers to the Western Front of the First World War. Management believes the value of the donated exhibit to be in excess of $25,000. 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.