2018-06-13T06:39:15-05:00 2017-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2017-01-01 521367225 THE ARMY HISTORICAL FOUNDATION INC ARMY 7035227901 2425 WILSON BLVD ARLINGTON VA 22201 CREIGHTON ABRAMS EXECUTIVE DIRECTOR 7035227901 2018-06-11 1 YONG ZHANG CPA P01249785 7033366400 2017 2022-09-23 18:48:47Z CREIGHTON ABRAMS 2425 WILSON BLVD ARLINGTON VA 22201 89121326 0 X WWW.ARMYHISTORY.ORG X 1983 VA SEE SCHEDULE O. 12 12 29 495 0 0 10870912 25633809 212261 174540 -396449 129769 15392 -14722 10702116 25923396 8484 9438 0 0 2218644 2449605 250460 253483 3334315 3601023 3077164 6078611 5789690 4623505 20133706 50593731 77666354 2440503 9379420 48153228 68286934 X THE FOUNDATION'S MOTTO IS "PRESERVE THE PAST AND EDUCATE THE FUTURE", FROM WHICH HAVE COME THREE SIGNIFICANT ACTIVITIES: 1) RAISING FUNDS, AS DIRECTED BY CONGRESS IN SECTION 4722 OF TITLE X OF THE U.S. CODE, TO BUILD THE NATIONAL MUSEUM OF THE UNITED STATES ARMY (NMUSA); 2) CONTINUING OTHER ARMY HISTORY INITIATIVES (PUBLISH THE AWARD-WINNING QUARTERLY JOURNAL OF ARMY HISTORY-ON POINT, ANSWER 400+ HISTORICAL ENQUIRIES ANNUALLY, CONDUCT STAFF RIDES TO CIVIL WAR AND OTHER BATTLEFIELDS, PRESENT ANNUAL BOOK AND ARTICLE AWARDS FOR THE WRITING OF U.S. ARMY HISTORY, & PRESENT THE "SOLDIER EXPERIENCE SERIES" WHICH SHOWCASES THE CONTRIBUTIONS OF INDIVIDUAL U.S. ARMY SOLDIERS OF DIFFERENT RACES, ETHNICITIES & GENDERS); AND 3) PUBLICLY RECOGNIZE MAJOR INDIVIDUAL, CORPORATE, & FOUNDATION CONTRIBUTIONS TO THE NMUSA, PUBLICIZE THE FOUNDATION'S LEAD ROLE IN SUPERVISING THE NMUSA'S CONSTRUCTION PROGRESS, & DEVELOP BUSINESS PLANS TO SUCCESSFULLY CONDUCT ALL REVENUE-GENERATING ACTIVITIES FOR THE NMUSA. 1 0 1415446 26530 2017 NATIONAL MUSEUM PROGRAMTHE US ARMY GAVE THE ARMY HISTORICAL FOUNDATION (FOUNDATION) AND CLARK CONSTRUCTION (CLARK) FORMAL NOTICE TO PROCEED" WITH CONSTRUCTION OF THE NATIONAL MUSEUM OF THE UNITED STATES ARMY ON MARCH 16, 2017. BY AUGUST THE CONCRETE HAD BEEN POURED, AND THE ARMY INSTALLED FOUR MACRO ARTIFACTS-A RENAULT 1917 TANK FROM WORLD WAR I, A SHERMAN TANK (LEAD TANK INTO BASTOGNE TO RELIEVE THE 101ST AIRBORNE DIVISION IN THE DECEMBER 1944 BATTLE OF THE BULGE), A HIGGINS BOAT USED IN THE D-DAY LANDINGS, JUNE 6, 1944, AND THE LEAD BRADLEY FIGHTING VEHICLE INTO BAGHDAD IN APRIL 2003-WHICH WERE THEN "HOUSED" TO PROTECT THEM DURING MUSEUM CONSTRUCTION. IN NOVEMBER 2017 THERE WAS A "TOPPING OUT" CEREMONY TO CELEBRATE THE INSTALLATION OF THE HIGHEST BEAM, SIGNED BY CONSTRUCTION WORKERS AND DONORS, IN THE MUSEUM. BY THE END OF 2017, CONSTRUCTION WAS AHEAD OF SCHEDULE AND SLIGHTLY BELOW THE ESTIMATED COST. PAYMENTS TO CLARK AND OTHER CONTRACTORS INCLUDED $37M FROM THE FOUNDATION AND $15M FROM THE ASSOCIATION OF THE UNITED STATES ARMY (AUSA). A VOLUNTEER OVERFLEW THE SITE MONTHLY AND TOOK AERIAL PHOTOS OF THE PROGRESS OF CONSTRUCTION. THE FOUNDATION BEGAN A SERIES OF MEETINGS WITH THE ARMY'S NATIONAL MUSEUM PROJECT OFFICE TO FACILITATE JOINT OPERATIONS ONCE THE MUSEUM OPENED. BOTH ORGANIZATIONS' OFFICES WILL BE IN THE MUSEUM, AND THE ARMY WILL OWN, OPERATE, AND MAINTAIN THE MUSEUM WHILE THE FOUNDATION WILL BE IN CHARGE OF REVENUE GENERATION, WHICH WILL INCLUDE EVENTS, THE MUSEUM STORE, THE CAFE, SIMULATORS, PHOTOGRAPHS, POSSIBLE RENTALS OF VIRTUAL REALITY HEADSETS, AND MORE. BY THE END OF 2017 THE FOUNDATION HAD SERVICE AGREEMENTS WITH THE COMPANIES WHO WOULD RUN THE MUSEUM STORE, THE CAFE AND CATERING. 399414 9438 2017 HISTORICAL EDUCATION PROGRAMFOUNDED IN 1983, THE ARMY HISTORICAL FOUNDATION (AHF) IS MEMBER-BASED NONPROFIT ORGANIZATION DEDICATED TO PRESERVING THE LEGACY OF THE UNITED STATES ARMY AND EDUCATING THE PUBLIC ON THE ARMY'S STORIED 242 YEAR HISTORY. IN ADDITION TO SERVING AS THE FUNDRAISER FOR THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, THE FOUNDATION IS ENGAGED IN A NUMBER OF HISTORICAL ACTIVITIES. AHF CONDUCTS BATTLE RIDES (FORMERLY CALLED STAFF RIDES) FOR ITS MEMBERS AND GUESTS. THE RIDES ARE ESPECIALLY POPULAR WITH VARIOUS AGE GROUPS AND PROVIDE DETAILED EXAMINATIONS OF REVOLUTIONARY WAR AND CIVIL WAR BATTLES. OUR CHIEF HISTORIAN AND TWO FOUNDATION VOLUNTEERS CONDUCTED TWO BATTLE RIDES DURING 2017, ONE OF WHICH WAS A TWO-DAY TRIP. THE FIRST WAS IN APRIL COVERING THE BATTLE OF FIRST BULL RUN/MANASSAS AND INCLUDED 38 PARTICIPANTS. THE SECOND ONE IN OCTOBER, AGAIN WITH 38 PARTICIPANTS, TRAVELED TO THE VIRGINIA PENINSULA AND EXAMINED THE KEY BATTLES FOUGHT THERE DURING THE SPRING AND EARLY SUMMER OF 1862.SINCE 1995 AHF HAS PROVIDED HISTORICAL RESEARCH FOR ITS MEMBERSHIP, TEACHERS, STUDENTS, VETERANS AND THEIR FAMILIES, AND MEMBERS OF THE MEDIA BECAUSE THE DEPARTMENT OF THE ARMY DOES NOT PROVIDE SUCH SERVICE TO THE PUBLIC. THE SUBJECT OF MANY OF THESE QUERIES OFTEN RELATES TO FAMILY HISTORIES-DETAILS OF A RELATIVE'S ARMY SERVICE, FOR EXAMPLE-BUT THEY CAN ALSO COVER A WIDE RANGE OF OTHER SUBJECT. THIS IS A FREE SERVICE PROVIDED BY FOUNDATION STAFF HISTORIANS WHO CONDUCT THE RESEARCH IN THE FOUNDATION'S OWN MILITARY HISTORY LIBRARY, AT THE U.S. ARMY CENTER OF MILITARY HISTORY, THE NATIONAL ARCHIVES, AND VIA ONLINE RESOURCES. IN 2017, THE AHF STAFF RESPONDED TO 381 INQUIRIES FROM PATRONS IN 42 STATES AND FIVE COUNTRIES.FOUR ISSUES OF ON POINT WERE PUBLISHED IN 2017, WITH APPROXIMATELY 6,000 COPIES PER ISSUE MAILED OUT, MOST GOING TO MEMBERS AND DONORS. THE FOUNDATION HAS PUBLISHED ON POINT, WHICH STARTED AS QUARTERLY EIGHT-PAGE NEWSLETTER AND IS NOW A FULL-COLOR, AWARD-WINNING, 68-PAGE MAGAZINE. ON POINT FEATURES ARTICLES ON A WIDE RANGE OF ARMY HISTORY AND ARTWORK, ALONG WITH MILITARY BOOK REVIEWS AND NEWS ABOUT THE CAPITAL CAMPAIGN FOR THE NATIONAL MUSEUM OF THE UNITED STATES ARMY. THE PUBLICATION INCLUDES ARTICLES BY NOTABLE MILITARY HISTORIANS AND ALSO PROVIDES OPPORTUNITIES FOR EMERGING HISTORIANS AND NOVICE AUTHORS TO GET PUBLISHED IN A HISTORY MAGAZINE. SINCE AHF HAS PRESENTED DISTINGUISHED WRITING AWARDS FOR BOOKS AND ARTICLES ON U.S ARMY HISTORY. THE AWARDS GO TO AUTHORS WHOSE WORK HAS MADE A SIGNIFICANT CONTRIBUTION TO THE HISTORICAL LITERATURE OF THE U.S. ARMY. IN 2017, AHF PRESENTED $5,750 IN AWARD MONEY TO AUTHORS OF SIX BOOKS AND THREE ARTICLES. AWARD-WINNING BOOKS IN THEIR RESPECTIVE CATEGORIES INCLUDE BIOGRAPHY-GENERAL FOX CONNER: PERSHING'S CHIEF OF OPERATIONS AND EISENHOWER'S MENTOR, BY STEVEN RABALAIS (HAVERTOWN, PA: CASEMATE); JOURNALS, MEMOIRS, AND LETTERS-THROUGH THE VALLEY: MY CAPTIVITY IN VIETNAM, BY WILLIAM REEDER JR. (ANNAPOLIS: NAVAL INSTITUTE PRESS); OPERATIONAL/BATTLE HISTORY-FATAL SUNDAY: GEORGE WASHINGTON, THE MONMOUTH CAMPAIGN, AND THE POLITICS OF BATTLE, BY MARK EDWARD LENDER AND GARRY WHEELER STONE (NORMAN: UNIVERSITY OF OKLAHOMA PRESS); INSTITUTIONAL/FUNCTIONAL HISTORY-ELVIS'S ARMY: COLD WAR GIS AND THE ATOMIC BATTLEFIELD, BY BRIAN MCALLISTER LINN (CAMBRIDGE: HARVARD UNIVERSITY PRESS); REFERENCE-THE WEST POINT HISTORY OF WORLD WAR II, VOLUME 2, EDITED BY CLIFFORD J. ROGERS, TY SEIDULE, AND STEVE WADDELL (NEW YORK: SIMON AND SCHUSTER); AND UNIT HISTORY-ROUGH RIDERS: THEODORE ROOSEVELT, HIS COWBOY REGIMENT, AND THE IMMORTAL CHARGE UP SAN JUAN HILL, BY MARK LEE GARDNER (NEW YORK: WILLIAM MORROW). AWARD-WINNING ARTICLES IN THEIR RESPECTIVE CATEGORIES INCLUDE ARMY PROFESSIONAL JOURNALS--"ARMOR GOES TO WAR: THE 11TH ARMORED CAVALRY REGIMENT AND THE VIETNAM WAR, DECEMBER 1965 TO DECEMBER 1966," BY JOHN M. CARLAND (ARMY HISTORY, SPRING 2016); ACADEMIC JOURNALS AND MAGAZINES-"'IT WOULD BE VERY WELL IF WE COULD AVOID IT': GENERAL PERSHING AND CHEMICAL WARFARE," BY THOMAS FAITH (THE HISTORIAN, FALL 2016); AND JOURNALS AND MAGAZINES--"NATHANAEL GREENE'S GAME OF POSTS," BY NOAH ANDRE TRUDEAU (MHQ: SPRING 2016)THE ARMY HISTORICAL FOUNDATION'S INTERN PROGRAM PROVIDES OPPORTUNITIES FOR HIGH SCHOOL, UNDERGRADUATE, AND GRADUATE STUDENTS WHO HAVE AN INTEREST IN U.S. ARMY HISTORY TO GAIN PRACTICAL WORK EXPERIENCE UNDER THE SUPERVISION OF THE FOUNDATION'S STAFF HISTORIANS. USING THE AHF LIBRARY AND VARIOUS ONLINE AND ARCHIVAL RESOURCES, AHF INTERNS (ASSISTANT HISTORIANS) PERFORM MANY OF THE SAME TASKS AS THE FOUNDATION'S REGULAR STAFF, INCLUDING WRITING AND EDITING ARTICLES FOR ON POINT, RESEARCHING AND ANSWERING HISTORICAL INQUIRIES, AND CONDUCTING IMAGE RESEARCH. AHF INTERNS HAVE GONE ON TO VARIOUS CAREERS AND OTHER ENDEAVORS AFTER COMPLETING INTERNSHIPS, INCLUDING EMPLOYMENT AS HISTORIANS, CURATORS, AND TEACHERS, AS WELL AS ACCEPTANCE TO GRADUATE PROGRAMS IN HISTORY AND LIBRARY SCIENCE. 263550 158825 2017 MEMBERSHIP PROGRAMTHE MEMBERSHIP PROGRAM PRODUCED THE AWARD WINNING QUARTERLY MAGAZINE ON POINT: THE JOURNAL OF ARMY HISTORY. IN 2017, ON POINT GAVE MEMBERS A SPECIAL LOOK AT THE BATTLE OF CHANTILLY/OX HILL, EXPLORED THE HISTORY OF THE 95TH INFANTRY DIVISION, AND VISITED CAMP KOHLER IN CALIFORNIA. THE MAGAZINE REVIEWED 48 BOOKS ON MILITARY HISTORY, AND UPDATED MEMBERS ON FOUNDATION NEWS AND PROGRESS ON THE NATIONAL MUSEUM OF THE UNITED STATES ARMY.THE MEMBERSHIP PROGRAM PROVIDES MEMBERS THE OPPORTUNITY TO EXPERIENCE ARMY HISTORY BY ATTENDING EVENTS. THROUGH OUR BATTLE RIDES (FORMERLY CALLED STAFF RIDES), MEMBERS VISITED FIRST BULL RUN BATTLEFIELD NEAR MANASSAS, VIRGINIA, AND FOLLOWED THE PENINSULA CAMPAIGN OF 1862. THE ANNUAL MEMBERS' MEETING AND AWARDS RECEPTION IN JUNE COMMEMORATED THE BIRTHDAY OF THE ARMY AND ITS 242 YEAR HISTORY. ANNUAL MEETING ATTENDEES ALSO HAD THE OPPORTUNITY TO TOUR AN EXHIBIT ON WORLD WAR I AT THE LIBRARY OF CONGRESS IN WASHINGTON, D.C.IN 2017, MEMBERSHIP STOOD AT 3,749, INCLUDING 703 LIFE MEMBERS. 227 NEW MEMBERS JOINED THE ORGANIZATION LAST YEAR. 43969 95859 OTHER COMMERCIAL PROGRAMS 43969 95859 2122379 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 29 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AL AR AZ CA CO CT FL HI IL KS KY MA MD ME MI MS MN NC ND NJ NH NM NY OH OK PA RI SC TN UT VA WA WI WV OR GA X X RICK GARZA 7036541481 11710 PLAZA AMERICA DRIVE SUITE 350 RESTON VA 20190 GEN GORDON R SULLIVAN USA-RET BOARD CHAIRMAN 1.00 X 0 0 0 GEN WILLIAM W HARTZOG USA-RET BOARD VICE CHAIRMAN 1.00 X 0 0 0 GEN ERIC K SHINSEKI USA-RET BOARD DIRECTOR 1.00 X 0 0 0 GEN GEORGE W CASEY JR USA-RET BOARD DIRECTOR 1.00 X 0 0 0 GEN ANN E DUNWOODY USA-RET BOARD DIRECTOR 1.00 X 0 0 0 HON THOMAS E WHITE JR BOARD DIRECTOR 1.00 X 0 0 0 HON SANDRA L PACK BOARD DIRECTOR 1.00 X 0 0 0 LTG DAVID K HEEBNER USA-RET BOARD DIRECTOR 1.00 X 0 0 0 LTG WILLIAM H CAMPBELL USA-RET BOARD DIRECTOR 1.00 X 0 0 0 LTG LARRY JORDAN USA-RET BOARD DIRECTOR 1.00 X 0 0 0 MG RUSSELL L FUHRMAN USA-RET BOARD DIRECTOR 1.00 X 0 0 0 SMA KENNETH O PRESTON USA-RET BOARD DIRECTOR 1.00 X 0 0 0 CDR TALMADGE SEAMAN USCG RET TREASURER 1.00 X 0 0 0 LTG ROGER SCHULTZ USA-RET PRESIDENT 40.00 X 200000 0 6000 BG CREIGHTON W ABRAMS USA-RET EXECUTIVE DIR., ASST. SECR 40.00 X 100000 0 3594 RICHARD A COUTURE CHIEF MARKETING OFFICER 40.00 X 124992 0 26309 MELISSA G THOMPSON CHIEF DEVELOPMENT OFFICER 40.00 X 122038 0 9302 DAVID S LEWIS III SENIOR DEVELOPMENT OFFICER 40.00 X 114213 0 28502 661243 0 73707 4 0 1 0 CLARK CONSTRUCTION 7500 OLD GEORGETOWN ROAD BETHESDA MD 20814 CONSTRUCTION FIRM 35038667 METAL SALES & SERVICE INC 200 GALE LANE KENNETT SQUARE PA 19348 METAL SUPPLIER - CONSTRUCTION 2078000 SKIDMORE OWINGS & MERRILL LLC 14 WALL STREET NEW YORK NY 10005 DESIGN ARCHITECT & ARCH. FOR CONSTRUCTIO 978810 INTEGRA HEALTH INC DBA HUFFMAN DEVELO 1314 E SONTERRA BLVD STE 520 SAN ANTONIO TX 78258 CONSTRUCTION MANAGEMENT 666647 TROWBRIDGE STEEL CO INC 44886 OLD OX ROAD STERLING VA 20166 METAL SUPPLIER - CONSTRUCTION 613966 20 225 4702 26260 150000 25452622 25633809 MEMBERSHIP DUES 900099 158825 158825 PROGRAM FEES 900099 15715 15715 174540 337001 337001 10815 10815 62860182 63067414 -207232 -207232 -207232 9120 26260 6934 2186 2186 95859 123582 -27723 -27723 25923396 146817 0 142770 3688 3688 5750 5750 309593 98010 29892 181691 1707646 540602 164878 1002166 41993 13294 4055 24644 390373 123583 37692 229098 8000 2000 6000 41351 10338 31013 253483 253483 33925 33925 34613 16724 643 17246 258195 101848 11 156336 383412 200149 14711 168552 293533 100663 26787 166083 105460 41600 4 63856 64068 25272 3 38793 13505 13505 6333 190 5572 571 MATERIALS 1236461 590461 63 645937 DIRECT POSTAGE 467825 184539 20 283266 CREDIT CARD FEES 77807 18000 1075 58732 OTHER PROGRAM EXPENSE 41485 41485 11191 4183 160 6848 5789690 2122379 332996 3334315 200 198 3960062 4568809 10383609 10900560 117867 12257 256910 219151 95852 92326 492407 62183 163215 113196 33028 50019 22116963 0 13136833 61760851 50593731 77666354 2140503 9079420 300000 300000 2440503 9379420 X 12656046 1419642 35497182 66867292 48153228 68286934 50593731 77666354 20133706 0 X X 0 1 X 1 0 X 9779356 11946277 6634648 10870912 25633809 64865002 9779356 11946277 6634648 10870912 25633809 64865002 2674638 62190364 176948 125281 264369 404608 377001 1348207 7670 38120 9120 54910 66268119 1615516 0.93850 0.88450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INCOME FROM FUNDRAISING EVENTS - 2015 AMOUNT: $ 7,670. 2016 AMOUNT: $ 38,120. 2017 AMOUNT: $ 9,120. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73855 58972 14883 89360 54224 35136 50019 NATIONAL ARMY MUSEUM DEVELOPMENT COSTS 61760851 61760851 X 26205477 185490 130516 316006 25889471 33925 33925 25923396 6071771 185490 130516 316006 5755765 33925 33925 5789690 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES ON INCOME DERIVED FROM ANY SOURCE RELATED TO ITS TAX-EXEMPT PURPOSE UNDER SECTION 501(C)(3). INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE FOUNDATION DID NOT HAVE ANY NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2017. THE FOUNDATION'S MANAGEMENT EVALUATED ITS TAX POSITIONS AND CONCLUDED THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD ON LINE 10B 123,582. FUNDRAISING EXPENSES 6,934. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD ON LINE 10B 123,582. FUNDRAISING EXPENSES 6,934. X X X X X X X 1 STEPHEN WINCHELL & ASSOCIATES 1593 SPRING HILL RD STE 450 MCLEAN VA 22182 DONOR MARKETING 0 4863473 253483 4609990 4863473 253483 4609990 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 VI PR GOLF TOURNAMENT 35380 26260 9120 6504 430 35380 26260 9120 6504 430 6934 2186 1 GRANTS AND AWARDS 9 5750 PART I, LINE 2: THE INFORMATION AS WHAT THE MONEY WILL BE USED FOR IS CONTAINED IN THE GRANT REQUEST PROPOSAL SENT TO AHF. THE GRANTS ARE FOR SPECIFIC PURPOSES, NOT JUST FOR GENERAL NEEDS. THERE WERE NINE WRITING AWARDS DURING 2017. X X 0 0 0 0 0 0 0 0 0 LTG ROGER SCHULTZ USA-RET PRESIDENT 200000 0 0 0 0 0 6000 0 0 0 206000 0 0 0 RICHARD A COUTURE CHIEF MARKETING OFFICER 124992 0 0 0 0 0 3750 0 22559 0 151301 0 0 0 FORM 990, PART I, LINE 1 THE FOUNDATION'S MOTTO IS "PRESERVE THE PAST AND EDUCATE THE FUTURE", FROM WHICH HAVE COME THREE SIGNIFICANT ACTIVITIES: 1) RAISING FUNDS, AS DIRECTED BY CONGRESS IN SECTION 4722 OF TITLE X OF THE U.S. CODE, TO BUILD THE NATIONAL MUSEUM OF THE UNITED STATES ARMY (NMUSA); 2) CONTINUING OTHER ARMY HISTORY INITIATIVES (PUBLISH THE AWARD-WINNING QUARTERLY JOURNAL OF ARMY HISTORY-ON POINT, ANSWER 400+ HISTORICAL ENQUIRIES ANNUALLY, CONDUCT STAFF RIDES TO CIVIL WAR AND OTHER BATTLEFIELDS, PRESENT ANNUAL BOOK AND ARTICLE AWARDS FOR THE WRITING OF U.S. ARMY HISTORY, AND PRESENT THE "SOLDIER EXPERIENCE SERIES" WHICH SHOWCASES THE CONTRIBUTIONS OF INDIVIDUAL U.S. ARMY SOLDIERS OF DIFFERENT RACES, ETHNICITIES AND GENDERS); AND 3) PUBLICLY RECOGNIZE MAJOR INDIVIDUAL, CORPORATE, AND FOUNDATION CONTRIBUTIONS TO THE NMUSA, PUBLICIZE THE FOUNDATION'S LEAD ROLE IN SUPERVISING THE NMUSA'S CONSTRUCTION PROGRESS, AND DEVELOP BUSINESS PLANS TO SUCCESSFULLY CONDUCT ALL REVENUE-GENERATING ACTIVITIES FOR THE NMUSA. FORM 990, PART III, LINE 2 NEW INITIATIVES IN 2017 INCLUDED: 1) CONDUCTING SITE VISITS WITH DONORS, MEMBERS AND OTHER INTERESTED PARTIES DURING THE ONGOING CONSTRUCTION PHASE OF THE NATIONAL MUSEUM OF THE UNITED STATES ARMY; 2) COLLABORATION WITH THE NATIONAL MUSEUM OF THE UNITED STATES ARMY STAFF TO DEVELOP OPERATIONAL PROCEDURES AND PRACTICES; AND 3) PLANNING FOR REVENUE GENERATION AND THE FINANCIAL SUSTAINABILITY OF THE NATIONAL MUSEUM OF THE UNITED STATES ARMY. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 4 CLASSES OF MEMBERS: LIFE ($1,500), CHARTER ($100), SUSTAINING ($50) AND BASIC ($25). FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER IN GOOD STANDING OF THE FOUNDATION SHALL HAVE ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST (AHF POLICY #1-97) ANY STAFF MEMBER WHO MAY BE INVOLVED IN AN AHF BUSINESS TRANSACTION IN WHICH THERE IS A POSSIBLE CONFLICT OF INTEREST SHALL PROMPTLY REPORT THE POSSIBLE CONFLICT TO THE BOARD CHAIR/PRESIDENT AND THE EXECUTIVE DIRECTOR. IF THE POSSIBLE CONFLICT INVOLVES THE EXECUTIVE DIRECTOR, THE POSSIBLE CONFLICT SHALL THEN BE REPORTED TO THE BOARD CHAIR/PRESIDENT. THE BOARD CHAIR/PRESIDENT OR THE EXECUTIVE DIRECTOR, AFTER RECEIVING INFORMATION ABOUT A POSSIBLE CONFLICT OF INTEREST, SHALL TAKE SUCH ACTION AS IS NECESSARY TO ASSURE THAT THE TRANSACTION IS COMPLETED IN THE BEST INTEREST OF THE AHF WITHOUT THE SUBSTANTIVE INVOLVEMENT OF THE PERSON WHO HAS THE POSSIBLE CONFLICT OF INTEREST. (THIS DOES NOT MEAN THAT THE PURCHASE OR OTHER TRANSACTION MUST NECESSARILY BE DIVERTED, BUT SIMPLY THOSE PERSONS OTHER THAN THE ONE WITH THE POSSIBLE CONFLICT SHALL MAKE THE JUDGMENTS INVOLVED AND SHALL CONTROL THE TRANSACTION.) DEFINITIONS. A. "INVOLVED IN AN AHF BUSINESS TRANSACTION" MEANS INITIATING, MAKING THE PRINCIPAL RECOMMENDATION FOR, OR APPROVING A PURCHASE OR CONTRACT; RECOMMENDING OR SELECTING A VENDOR OR CONTRACTOR; DRAFTING OR NEGOTIATING THE TERMS OF SUCH A TRANSACTION; OR AUTHORIZING OR MAKING PAYMENT FROM AHF ACCOUNTS. THIS INCLUDES NOT ONLY TRANSACTIONS FOR AHF'S PROCUREMENT OF GOODS AND SERVICES, BUT ALSO FOR THE DISPOSITION OF AHF PROPERTY, AND THE PROVISION OF SERVICES OR SPACE BY THE AHF. B. A "POSSIBLE CONFLICT OF INTEREST" IS DEEMED TO EXIST WHEN AN AHF EMPLOYEE OR A CLOSE RELATIVE, OR A MEMBER OF THAT PERSON'S HOUSEHOLD, IS AN OFFICER, DIRECTOR, EMPLOYEE, PROPRIETARY, PARTNER, OR TRUSTEE OF, OR, WHEN AGGREGATED WITH CLOSE RELATIVES AND MEMBERS OF THAT PERSON'S HOUSEHOLD, HOLDS 1% OR MORE OF THE ISSUED STOCK IN THE ORGANIZATION SEEKING TO DO BUSINESS WITH THE AHF. A POSSIBLE CONFLICT IS ALSO CONSIDERED TO EXIST WHERE SUCH A PERSON IS (OR EXPECTS TO BE) RETAINED AS A PAID CONSULTANT OR CONTRACTOR BY AN ORGANIZATION WHICH SEEKS TO DO BUSINESS WITH AHF, AND WHENEVER A TRANSACTION WILL ENTAIL A PAYMENT OF MONEY OF THAT PERSON'S HOUSEHOLD. C. A "POSSIBLE CONFLICT OF INTEREST" EXISTS WHEN AN EMPLOYEE OF AHF HAS AN INTEREST IN AN ORGANIZATION WHICH IS IN COMPETITION WITH A FIRM SEEKING TO DO BUSINESS WITH THE AHF IF THE INDIVIDUAL'S POSITION GIVES HIM OR HER ACCESS TO PROPRIETARY OR OTHER PRIVILEGED INFORMATION WHICH COULD BENEFIT THE FIRM IN WHICH HE OR SHE HAS AN INTEREST. D. A "POSSIBLE CONFLICT OF INTEREST" EXISTS WHEN AN AHF EMPLOYEE IS A TRUSTEE, DIRECTOR, OFFICER, OR EMPLOYEE OF A NOT-FOR-PROFIT ORGANIZATION WHICH IS SEEKING TO DO BUSINESS WITH OR HAVE A SIGNIFICANT CONNECTION WITH THE AHF OR IS ENGAGED IN ACTIVITIES WHICH COULD BE SAID IN A BUSINESS CONTEST TO BE "IN COMPETITION WITH" THE PROGRAMS OF THE AHF. A COPY OF AHF POLICY #1-97 SHALL BE REVIEWED ANNUALLY BY EACH AHF EMPLOYEE WHO REGULARLY INITIATES, REVIEWS OR APPROVES AHF CONTRACTS OR OTHER COMMITMENTS. SUCH EMPLOYEES SHALL THEN COMPLETE THE ACKNOWLEDGEMENT AT ENCLOSURE 1 AND RETURN IT TO THE FOUNDATION SECRETARY FOR INCLUSION IN AHF OFFICIAL FILES. A WRITTEN RECORD OF ANY CONFLICTS OF INTEREST SHALL ALSO BE KEPT BY THE SECRETARY AS A PART OF AHF OFFICIAL FILES. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARIES, COMPENSATION AND BENEFITS ARE REVIEWED BY COMPENSATION AND BENEFITS REVIEW COMMITTEE, AND THE DECISION PROCESS IS DOCUMENTED AS WELL. AS IS LISTED IN THE BY-LAWS, ARTICLE VI, SECTION 10. A. THE COMPENSATION AND BENEFITS REVIEW COMMITTEE SHALL BE CHAIRED BY A DIRECTOR AND INCLUDE OTHER FOUNDATION MEMBERS IN GOOD STANDING AS ARE SELECTED BY THE COMMITTEE CHAIR. THE COMMITTEE SHALL INCLUDE AT LEAST ONE MEMBER OF THE FINANCE COMMITTEE. B. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND RECOMMENDING AS PART OF EACH FISCAL YEAR BUDGET DEVELOPMENT PROCESS THE PROPOSED COMPENSATION TO AHF STAFF MEMBERS, OFFICERS, OR OTHER ENTITIES FOR WHOM COMPENSATION BY AHF IS PROPOSED. 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. FORM 990, PART VI, SECTION B, QUESTION 13: EMPLOYEES ARE ENCOURAGED TO REPORT TO SENIOR MANAGEMENT (THE SENIOR CAMPAIGN DIRECTOR OR THE EXECUTIVE DIRECTOR) OR TO ANY MEMEBER OF THE BOARD OF DIRECTORS ANY KNOWN OR SUSPECTED ILLEGAL ACTIVITIES THAT THEY BELIEVE HAVE BEEN CONDUCTED BY AN EMPLOYEE IN CONNECTION WITH FINANCES OR ANY OTHER OPERATIONAL ASPECT OF THE FOUNDATION. THIS WHISTLE BLOWER POLICY PREVENTS BY LAW, ANYONE IN THE FOUNDATION FROM RETALIATING AGAINST OR PUNISHING AN EMPLOYEE FOR REPORTING CONDUCT THAT THE EMPLOYEE REASONABLY BELIEVES TO BE ILLEGAL. FORM 990, PART VI, SECTION B, QUESTION 14: THIS POLICY INFORMS FOUNDATION EMPLOYEES THAT IT IS AN OBSTRUCTION OF JUSTICE OFFENSE TO DESTROY, FALSIFY, OR ALTER ANY RECORDS OR DOCUMENTS IN ORDER TO IMPEDE A FEDERAL INVESTIGATION. IF ANY EMPLOYEE IS ASKED TO FALSIFY, DESTORY, OR ALTER ANY RECORDS, HE SHOULD IMMEDIATELY INFORM SENIOR MANAGEMENT OR THE BOARD OF DIRECTORS (IF SENIOR MANAGEMENT IS INVOLVED IN THE OFFENSE).