2019-07-29T14:05:37-05:00 2018-12-31 431562209 House Park Dobratz & Wiebler PC 605 W 47th Street Suite 301 Kansas City MO 64112 990 2018-01-01 436052673 Liberty Memorial Association dba National WWI Museum and Memorial LIBE 8168888100 2 Memorial Drive Kansas City MO 64108 Matthew Naylor President/CEO 8168888100 2019-07-22 1 Stanley H House CPA P00642974 8169313393 68.70.80.114 2019-07-22 08:31:13 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6F5DDF13EA9A873CCA115208F6EDA54EE54236C3 2018 2019-02-21 02:37:17Z Matthew Naylor 2 Memorial Drive Kansas City MO 64108 11365194 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, 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. 21 21 58 434 0 0 3871093 6065763 2778507 3288885 443945 233795 373868 479721 7467413 10068164 0 0 25976 127768 2716729 3226564 0 117543 616157 4054338 5533671 6797043 9005546 670370 1062618 21452359 22049884 593133 542716 20859226 21507168 X The National World War I 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 4969384 3288885 Museum & Memorial Operations: The NWWIMM is a limestone complex built on Memorial Hill, which is adjacent to Penn Valley Park overlooking downtown Kansas City, featuring a 217-ft. tower dedicated in 1926. A capital campaign financed the restoration of the Memorial to its original grandeur in 2004, and the construction of an 80,000-square-foot Museum beneath the courtyard of the Liberty Memorial Tower. Re-opening to the public on December 2, 2006, and designated by the 113th Congress as the National WWI Museum and Memorial, the Museum and Memorial presents a comprehensive global interpretation of World War I (1914-1919) and its lasting consequences, providing a vivid and memorable experience for all. In 2017, the Museum and Memorial added the Wylie Gallery, a 4,100-square foot space for travelling exhibitions. As of December 31, 2018, the NWWIMM currently employs 39 full-time and 7 part-time staff. Additionally, in 2018 434 volunteers provided over 66,268 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 of being ranked among the top 25 museums in the U.S. and the "Number One Attraction in Kansas City" by Trip Advisor, as well as one of the top 12 military museums in the world as published by CNN.In 2018, attendance at the NWWIMM, including events held in the Museum as well as the surrounding parklands was more than 640,000 (an increase of 90% over fiscal year 2013), including more than 220,000 paid admissions. In 2018, guests from six continents visited the NWWIMM. 1057769 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, 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 NWWIMM is partnering 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 333,000 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 2018, the Museum accepted 197 new accessions into the permanent collection, each of which contains at least one object. 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. 2018 featured: the continuation of Fields of Battle, Lands of Peace: The Doughboys 1917-1918, a travelling outdoor exhibition of WWI battlefields, co-curated with photographer Michael St Maur Sheil and viewed by millions of people in the U.S. and UK; The Volunteers: Americans Join WWI, 1914-1919; John Singer Sargent "Gassed; For Liberty: American Jewish Experience in WWI; Crucible Life & Death in 1918; The World Remembers; Devastated Lands; Diggers And Doughboys: The Art of Allies 100 Years On; Images of the Great War: America Crosses the Atlantic; Posters as Munitions; War Around Us: Soldier Artist Impressions; Revolutions! 1917. 1610523 Community Education Programs:More than 18,700 individuals visited the NWWIMM on school field trips in 2018, including subsidized visits provided by the Museum and Memorial and generous donors for more than 4,400 underserved students from diverse ethnic and socio-economic backgrounds. Subsidized students receive a free lunch and free admission, and the schools are given a stipend to assist with the cost of transportation or substitute teachers. All of these students who visit the Museum and Memorial through a class trip participate in the School at the Museum program, which includes guided tours and focused activities. Furthermore, the Museum and Memorial's Hands-on History and Story Time programs served over 1,980 participants during 2018. These participants, primarily composed of young children, are invited to explore history by handling non-accession items such as helmets and mess kits. Finally, the NWWIMM's support for educators is growing stronger. Through a variety of available educational resources including those generated through an exciting new partnership with Scholastic, the Museum and Memorial set a record with more than 14,500,000 learner participations in 2018. New curriculum is currently being created through the NWWIMM's Teacher Fellowship program as well, which celebrated its seventh year in 2018 by inviting some of the best teachers in the country to develop unique lessons at the NWWIMM which will be posted online. In partnership with the Centennial Commission in Washington D.C., a new nationwide initiative, World War I 360, launched in 2018. The online database was launched in July 2013. In 2018, 4,446 records were digitized and added to the database, raising the total to more than 36,000 items available for public access. Amenities abound to visitors of the Museum and Memorial, including audio guides in three languages plus English, motorized scooters and the acclaimed Over There Cafe. On December 26, 2018 the sixth annual Truce Tournament was held, in partnership with 2013 MLS Champions Sporting KC and The Soccer Lot, featuring a 3v3 soccer tournament held on the parklands of the Museum and Memorial and an English Premier League watch party in the NWWIMM's J.C. Nichols Auditorium. 7637676 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 0 1 0 0 0 0 0 0 0 1 22 0 1 58 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 Mark Jorgenson Board Member 1.00 X 0 0 0 Kevin J Rooney Treasurer/Board Member 2.00 X X 0 0 0 Elaine Drodge Koch Vice Chair/Board Member 2.00 X X 0 0 0 Brad Bergman Board Member 1.00 X 0 0 0 Emanuel Cleaver II Board Member 1.00 X 0 0 0 Dan Crumb Board Member 1.00 X 0 0 0 Peter J deSilva Board Member 1.00 X 0 0 0 Mark Henderson Chair/Board Member 3.00 X X 0 0 0 Mary Jane Judy Board Member 1.00 X 0 0 0 Gordon Lansford Board Member 1.00 X 0 0 0 David Mecklenburg Board Member 1.00 X 0 0 0 Marty Nevshemal Board Member 1.00 X 0 0 0 Kent Sunderland Board Member 1.00 X 0 0 0 Scott Van Genderen Board Member 1.00 X 0 0 0 Julie Wilson Board Member 1.00 X 0 0 0 Richard B Young Jr Board Member 1.00 X 0 0 0 Teresa Rynard Director/Kansas City Parks 1.00 X 0 0 0 Dave Ebbrecht Board Member 1.00 X 0 0 0 Andrea Hendricks Board Member 1.00 X 0 0 0 Tim Kristl Board Member 1.00 X 0 0 0 Ram Shankar Secretary/Board Member 2.00 X X 0 0 0 John Sherman Board Member 1.00 X 0 0 0 Matthew C Naylor President/CEO 40.00 X 315000 0 17020 Michael L House Senior Vice President 40.00 X 151600 0 17076 466600 0 34096 3 0 1 0 JE Dunn Construction 1001 Locust Street Kansas City MO 64106 Construction services 2287677 Scholastic PO Box 416851 Boston MA 02241 Educational materials 393895 Allied Barton Security Services LLC PO Box 828854 Philadelphia PA 19182 Security services 282872 Minnesota Elevator Inc PO Box 129 St Clair MN 56080 Elevator design, build and repair 282030 Tessitura Network Inc PO Box 203410 Dallas TX 75320 Software services 264093 9 210775 960863 816344 4077781 6065763 Admissions 900099 3107044 3107044 Museum programs 900099 181841 181841 3288885 70018 70018 1071273 907496 163777 163777 163777 54571 960863 19576 34995 34995 814684 369958 444726 444726 10068164 3288885 0 713516 127768 127768 848514 509109 254554 84851 1742434 1463035 135986 143413 135342 119101 10692 5549 307344 238735 43088 25521 192930 151776 24133 17021 37157 1858 33441 1858 16100 805 14490 805 117543 117543 14180 14180 609943 489790 117772 2381 346907 294271 2500 50136 62504 56358 4719 1427 335882 335187 535 160 662666 662666 72958 43439 29447 72 29423 11137 12472 5814 656987 656987 80098 75270 3314 1514 Educational expenses 890562 888901 535 1126 Repairs and maintenance 697048 697028 7 13 Programs, artifact acqu 437171 437171 Printing fees 133985 88782 50 45153 450100 288502 49798 111800 9005546 7637676 751713 616157 164331 674492 3326315 4609892 3276244 2698717 178283 316814 139351 155075 66630 79680 15288218 5431464 10126219 9856754 4174986 3658460 21452359 22049884 353825 320913 239308 221803 593133 542716 X 12194211 14001147 6353055 5058061 2311960 2447960 20859226 21507168 21452359 22049884 1062618 -414676 0 X X 0 1 X 1 0 X 2767468 8070355 7395797 3845123 5893121 27971864 2767468 8070355 7395797 3845123 5893121 27971864 27971864 116069 95405 86646 84495 70018 452633 28424497 17783642 0.98410 0.98190 X X X X X 0 3120316 264970 -161277 252157 2971852 2639389 273596 331426 124095 3120316 2598737 10000 153107 122455 2639389 2729729 -21150 109842 2598737 2738400 109819 118490 2729729 0.09210 0.82370 0.08420 0 0 12849890 4565196 8284694 2438328 866268 1572060 9856754 X 9881498 -414676 369958 -44718 9926216 14180 127768 141948 10068164 9188682 369958 369958 8818724 14180 172642 186822 9005546 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, 2018, 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 2015. 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 333,000 artifacts as of December 31, 2018. 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 197 and 228 in 2018 and 2017, respectively. Part III, Line 4: The NWWIMM's collection of over 333,000 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 1 Daniller Company 3724 Jefferson Street Austin TX 78731 National Campaign Strategy 0 532569 117543 415026 532569 117543 415026 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 1015434 960863 54571 6164 8295 5117 1015434 960863 54571 6164 8295 5117 19576 34995 X X 0 0 0 0 0 0 0 1 0 Matthew C Naylor President/CEO 240000 0 75000 0 0 0 16000 0 1020 0 332020 0 0 0 Michael L House Senior Vice President 149000 0 2600 0 0 0 8616 0 8460 0 168676 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 185 1 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. 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. Form 990, Part XII, Line 2c: There were no changes to the oversight committee process.