2018-08-09T08:21:46-05:00 2017-09-30 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2016-10-01 232773714 NATIONAL CENTER FOR THE AMERICAN REVOLUTION NATI 8777401776 101 SOUTH 3RD STREET PHILADELPHIA PA 19106 JOHN JUMPER ACTING PRES & CEO 8777401776 2018-08-06 1 HELEN M MARTIN P01330899 2158818800 2016 2022-09-23 18:48:47Z MUSEUM OF THE AMERICAN REVOLUTION JOHN JUMPER 101 SOUTH 3RD STREET PHILADELPHIA PA 19106 45806981 0 X WWW.AMREVMUSEUM.ORG X 2000 PA ESTABLISH A MUSEUM TO INSPIRE LEARNING ABOUT THE HISTORY OF THE AMERICAN REVOLUTION AND THE SIGNIFICANCE OF THE FOUNDING IDEALS OF THE DECLARATION OF INDEPENDENCE FOR AMERICANS AND PEOPLE AROUND THE WORLD. 29 28 41 100 0 0 39224953 41241511 0 3500580 -96365 412838 62310 -588331 39190898 44566598 0 0 0 0 2562216 4989234 0 0 2166290 2254027 8649249 4816243 13638483 34374655 30928115 130727387 140923901 22213532 1667853 108513855 139256048 ESTABLISH A MUSEUM TO INSPIRE LEARNING ABOUT THE HISTORY OF THE AMERICAN REVOLUTION AND THE SIGNIFICANCE OF THE FOUNDING IDEALS OF THE DECLARATION OF INDEPENDENCE FOR AMERICANS AND PEOPLE AROUND THE WORLD. 0 0 10156154 3090357 THE MUSEUM OF THE AMERICAN REVOLUTION (MOAR) OPENED TO THE PUBLIC ON APRIL 19, 2017. THE MUSEUM OPENED ON TIME, UNDER BUDGET, WITH NO DEBT AND, WHEN ALL PLEDGE COMMITMENTS ARE RECEIVED, WILL HAVE AN ENDOWMENT OF NEARLY $50 MILLION. MOAR EXPLORES THE DYNAMIC STORY OF THE AMERICAN REVOLUTION USING ITS RICH COLLECTION OF REVOLUTIONARY-ERA WEAPONS, PERSONAL ITEMS, LETTERS, DIARIES AND WORKS OF ART. IMMERSIVE GALLERIES, THEATER EXPERIENCES AND RECREATED HISTORICAL ENVIRONMENTS BRING TO LIFE THE EVENTS, PEOPLE AND IDEALS OF OUR NATION'S FOUNDING AND ENGAGE PEOPLE IN THE HISTORY AND CONTINUING RELEVANCE OF THE AMERICAN REVOLUTION. LOCATED JUST STEPS FROM INDEPENDENCE HALL AND OTHER ICONIC REVOLUTIONARY-ERA SITES, MOAR ALSO OFFERS A BROAD ARRAY OF PROGRAMMING FOR TEACHERS, STUDENTS AND THE GENERAL PUBLIC. 10156154 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 59 0 1 41 1 0 0 0 0 0 1 1 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AL AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR RI SC TN UT VA WA WV WI DC X JOHN JUMPER 2152536731 101 SOUTH 3RD STREET PHILADELPHIA PA 19106 BENNETT LOMAX TREASURER 0.50 X X 0 0 0 DAVID ACTON VICE CHAIR 0.30 X X 0 0 0 MICHAEL C QUINN PRESIDENT & CEO 40.00 X X 350028 0 41322 JOHN AGLIALORO DIRECTOR 0.30 X 0 0 0 GORDON S WOOD DIRECTOR 0.30 X 0 0 0 HAROLD BURSON DIRECTOR 0.30 X 0 0 0 STEPHEN H CASE VICE CHAIR 0.30 X X 0 0 0 RICHARD H DIETRICH III DIRECTOR 0.30 X 0 0 0 BEVERLY M DUBOSE III DIRECTOR 0.30 X 0 0 0 MARGARET PACE DUCKETT DIRECTOR 0.30 X 0 0 0 ADRIAN R KING JR SECRETARY 2.00 X X 0 0 0 RAY HALBRITTER DIRECTOR 0.30 X 0 0 0 JOHN HARVEY DIRECTOR 0.30 X 0 0 0 RICHARD VAGUE DIRECTOR 0.30 X 0 0 0 MARTHA MCGEARY SNIDER DIRECTOR 0.30 X 0 0 0 MARION LANE DIRECTOR 0.30 X 0 0 0 PINA TEMPLETON DIRECTOR 0.30 X 0 0 0 JOHN P JUMPER CHAIRMAN 0.30 X X 0 0 0 EDWARD RENDELL DIRECTOR 0.30 X 0 0 0 DAVID URBAN DIRECTOR 0.30 X 0 0 0 SUSAN MANBECK CORBETT DIRECTOR 0.30 X 0 0 0 DAVID C DARNELL DIRECTOR 0.30 X 0 0 0 MORRIS W OFFIT DIRECTOR 0.30 X 0 0 0 TIMOTHY R COLLINS DIRECTOR 0.30 X 0 0 0 PHILIP S REESE DIRECTOR 0.30 X 0 0 0 STEPHEN SCHWAB DIRECTOR 0.30 X 0 0 0 WILL SCHWARTZ DIRECTOR 0.30 X 0 0 0 ZEEANN MASON COO 40.00 X 173462 0 25545 R SCOTT STEPHENSON VP OF COLLECTIONS, EXHIBIT 40.00 X 150399 0 16282 KRISTIAN SMITH DIRECTOR OF DEVELOPMENT 40.00 X 108136 0 14537 JOHN MCDEVITT DIRECTOR OF CONSTRUCTION & DESIGN 40.00 X 122188 0 3655 CLAUDIA STOWERS VICE PRESIDENT OF ADVANCEMENT 40.00 X 199955 0 22556 CHRISTINE SPENCER DIRECTOR OF MARKETING 40.00 X 106555 0 11303 1210723 0 135200 7 0 1 0 INTECH CONSTRUCTION 3020 MARKET STREET - 1ST FLOOR PHILADELPHIA PA 19104 CONSTRUCTION MANAGEMENT 10106728 KUBIK MALTBIE INC 7000 COMMERCE PARKWAY SUITE C MOUNT LAUREL NJ 08054 EXHIBIT FABRICATION AND INSTALLATION 2117859 ELECTROSONIC INC DEPT CH 19029 PALATINE IL 600559029 AV HARDWARE AND MAINTENANCE 1569054 MAYOSEITZ MEDIA 751 ARBOR WAY SUITE 130 BLUE BELL PA 19422 MEDIA MANAGEMENT 921753 DONNA LAWRENCE PRODUCTIONS INC 624 BAXTER AVENUE PO BOX 4608 LOUISVILLE KY 40204 FILM MAKING 759572 25 382875 1609624 2554860 36694152 1017015 41241511 GENERAL ADMISSION 713990 2668929 2668929 CAFE AND GIFT SHOP COMMISSIONS 713990 414223 414223 GROUP SALES 713990 287857 287857 FACILITY RENTALS 713990 118862 118862 PROGRAM EVENT TICKETS 713990 10709 10709 3500580 140617 140617 784292 4000 516071 0 268221 4000 272221 4000 268221 123448 1609624 724312 -600864 -600864 OTHER REVENUE 900099 12533 12533 12533 44566598 3517113 0 -192026 392264 274585 117679 3814926 2747716 525202 542008 108379 70782 20603 16994 390487 255027 74232 61228 283178 184944 53832 44402 14801 14801 17510 17510 243171 70186 50310 122675 1203727 1192401 8407 2919 126412 75030 33368 18014 249908 200521 11967 37420 435092 413337 13053 8702 47122 22773 17319 7030 18337 2194 8072 8071 3423035 3341613 48853 32569 172537 151062 19081 2394 MISC EXPENSE 686320 72998 34290 579032 DIRECT MAIL CAMPAIGN 314964 314964 CREATIVE PRODUCTION 303618 303618 COLLECTION EXP 248685 248685 1144010 803267 90554 250189 13638483 10156154 1316039 2166290 2407258 396667 19822698 6920120 17747780 15893377 120989 76861 72074 100856322 3464963 1219544 97391359 1038616 19155905 88414630 973410 130727387 140923901 12213532 959719 708134 10000000 0 22213532 1667853 X 96516502 122147774 10525790 15448905 1471563 1659369 108513855 139256048 130727387 140923901 30928115 -185922 0 X 0 1 X 1 0 X 8453412 31937144 29644772 39224953 41241511 150501792 8453412 31937144 29644772 39224953 41241511 150501792 56904582 93597210 1855 43071 68402 76446 140617 330391 78195 5300 84776 62310 12533 243114 151075297 3500580 0.61950 0.60000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 1471563 83827 103979 1659369 972155 433447 65961 1471563 1000000 10500 -38345 972155 1000000 1000000 0.00000 1.00000 0.00000 0 0 1181291 1181291 72944764 1471431 71473333 627586 88010 539576 26102681 1905522 24197159 97391359 X 44878072 724312 724312 44153760 412838 412838 44566598 10818745 724312 724312 10094433 3544050 3544050 13638483 PART III, LINE 1A: MOAR HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED COLLECTION ITEMS AND THEREFORE THE VALUE OF MOAR'S COLLECTION IS NOT INCLUDED ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. MOAR FOLLOWS STANDARD PRACTICE IN THE FIELD IN THE CARE AND CONSERVATION OF ITS COLLECTION. PART III, LINE 4: OVER THE COURSE OF NEARLY A CENTURY, THE VALLEY FORGE HISTORICAL SOCIETY ASSEMBLED A RICH COLLECTION OF SEVERAL THOUSAND HISTORICAL OBJECTS, WORKS OF ART, MANUSCRIPTS AND PRINTED WORKS FROM THE PERIOD OF THE AMERICAN REVOLUTION. THE COLLECTION WAS TRANSFERRED TO MOAR IN 2003 AND HAS CONTINUED TO GROW THROUGH GIFTS OF COLLECTION ITEMS AND PURCHASES. THE COLLECTION INCLUDES ITEMS THAT REFLECT THE SOCIAL, ECONOMIC, RELIGIOUS, POLITICAL AND MILITARY HISTORY OF THE AMERICAN REVOLUTION, AS WELL AS ITEMS THAT DOCUMENT THE COMMEMORATION AND POPULAR MEMORY OF THE ERA THROUGH THE 20TH CENTURY. THE COLLECTION IS BEING MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. MOAR IS USING ITS COLLECTION IN A NEW, NATIONALLY SIGNIFICANT MUSEUM, WHICH OPENED IN APRIL 2017, TO BRING TO LIFE THE FULL STORY OF THE AMERICAN REVOLUTION. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED MOAR AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY MOAR AND HAS CONCLUDED THAT FOR THE YEARS ENDED SEPTEMBER 30, 2017 AND 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MOAR RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED SEPTEMBER 30, 2017 OR 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT COSTS 724,312. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 408,838. PROCEEDS FROM SALE OF COLLECTION ITEMS 4,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: GALA DIRECT EXPENSES 724,312. PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLECTION ITEMS PURCHASED BUT NOT CAPITALIZED 120,295. SCHOLARSHIP EXPENSE 720. DEPRECIATION 3,423,035. X X X X X X X 1 ODELL SIMMS & LYNCH INC 1593 SPRING HILL RD 450 TYSONS CORNER VA 22182 FUNDRAISING AND DIRECT MARKETING 0 315973 138584 177389 CDR FUNDRAISING GROUP 16900 SCIENCE DRIVE BOWIE MD 20715 RAISING FUNDS FOR MOAR VIA VARIOUS FUNDRAISING ACTIVITIES 0 0 94723 -94723 315973 233307 82666 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 DC GALA 1733072 1609624 123448 185355 29236 509721 1733072 1609624 123448 185355 29236 509721 724312 -600864 X 0 0 X X X 0 0 0 0 0 0 0 0 0 MICHAEL C QUINN PRESIDENT & CEO 350028 0 0 0 0 0 13250 0 28072 0 391350 0 0 0 ZEEANN MASON COO 173462 0 0 0 0 0 8171 0 17374 0 199007 0 0 0 R SCOTT STEPHENSON VP OF COLLECTIONS, EXHIBIT 150399 0 0 0 0 0 7484 0 8798 0 166681 0 0 0 CLAUDIA STOWERS VICE PRESIDENT OF ADVANCEMENT 199955 0 0 0 0 0 4790 0 17766 0 222511 0 0 0 PART I, LINE 1A MOAR REIMBURSES THE DUES OF THE MOAR PRESIDENT/CEO PAID TO THE UNION LEAGUE OF PHILADELPHIA. THE UNION LEAGUE INCLUDES AS MEMBERS MANY OF THE TOP LEADERS IN BUSINESS, LAW, ACADEMIA, AND THE CULTURAL COMMUNITY AND PROVIDES FACILITIES AND RESOURCES FOR NETWORKING, MEETINGS, AND PROFESSIONAL DEVELOPMENT. MEMBERSHIP IN THIS ORGANIZATION FOSTERS DEVELOPMENT AND ENHANCEMENT OF RELATIONSHIPS WITH KEY STAKEHOLDERS THAT ARE VITAL TO THE SUSTAINABILITY AND GROWTH OF THE MUSEUM. PART I, LINE 1B THERE IS NO FORMAL WRITTEN POLICY, DUES ARE PAID DIRECTLY FROM UNION LEAGUE INVOICES. X 8 1017015 HI/LO DATE OF GIFT 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND IS THEN REVIEWED BY MANAGEMENT, THE PRESIDENT & CHIEF EXECUTIVE OFFICER AND THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES FORM 990 BEFORE IT IS FILED WITH THE IRS. ONCE THE RETURN IS READY FOR FILING, A COPY OF THE FINAL VERSION IS E-MAILED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES (AS DEFINED IN THE CURRENT GLOSSARY TO THE INSTRUCTIONS TO FORM 990), WHO ARE THEN REQUIRED TO ACKNOWLEDGE RECEIPT AND ADHERENCE TO THE RULES STATED IN THE POLICY. THE ABOVE-MENTIONED INDIVIDUALS HAVE A DUTY TO DISCLOSE THE EXISTENCE OF POTENTIAL FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS OR TO ANY SPECIAL COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH DISCLOSURE, THE INTERESTED PERSON SHALL EXCUSE HIMSELF/HERSELF FROM THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS IS DISCUSSED AND VOTED UPON. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A DIRECTOR, OFFICER, OR KEY EMPLOYEE HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM SUCH PERSON AND AFFORD SUCH PERSON THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF WARRANTED, THE BOARD OR COMMITTEE WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATION ENDEAVORS TO ENSURE THAT ALL COMPENSATION ARRANGEMENTS AFFECTING INTERESTED PERSONS ARE OBJECTIVELY REASONABLE, BASED ON THE RELEVANT MARKET FOR PERSONS OF COMPARABLE SKILLS, TRAINING, EDUCATION, AND EXPERIENCE, AND PERFORMING SIMILAR DUTIES FOR COMPARABLE ORGANIZATIONS UNDER SIMILAR CONDITIONS AND CIRCUMSTANCES. THE CORPORATION SHALL CONSIDER AND GIVE DUE WEIGHT TO STUDIES PUBLISHED BY THIRD PARTIES REGARDING RATES OF COMPENSATION WHENEVER AND, TO THE EXTENT THAT, SUCH STUDIES ARE RELIABLE, COMPARABLE, AND AVAILABLE. COMPENSATION RATES FOR ALL NEWLY HIRED INTERESTED PERSONS, AND RATE ADJUSTMENTS FOR EXISTING INTERESTED PERSONS, ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.