2018-03-27T16:59:06-05:00 2017-06-30 720136870 Bourgeois Bennett LLC 111 Veterans Blvd 17th Floor Metairie LA 70005 990 2016-07-01 721200790 The National World War II Museum Inc NATI 5045276012 945 Magazine Street New Orleans LA 70130 Stephen Watson Incoming President & CEO 5045276012 2018-03-15 1 Paul Pechon P01073556 5048314949 172.81.70.34 2018-03-15 16:43:22 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5F816FB6F34A8FFDBDACB4A04548A883864908A0 2016 2021-01-29 14:40:06Z Stephen Watson 945 Magazine Street New Orleans LA 70130 80910671 0 X www.nationalww2museum.org X 1991 LA To operate and maintain a public museum that preserves and honors the American Experience in WW II. 58 51 358 419 0 0 44253549 55010351 14895805 15700779 533558 1072353 3940490 3839787 63623402 75623270 40870 142510 0 0 14225022 16145942 0 0 4692312 23142644 25724212 37408536 42012664 26214866 33610606 264646732 275090020 30039882 18566959 234606850 256523061 The National World War II Museum tells the story of the American Experience in the war that changed the world - why it fought, how it was won, and what it means today - so that all generations will understand the price of freedom and be inspired by what they learn. 0 0 32923413 142510 18444245 To develop and operate programs to expand public knowledge of the American experience during World War II and the work of the National World War II Museum in preserving the memories and artifacts associated with that historic time. 1108584 To plan and carry out the expansion of the National D-Day Museum into the National World War II Museum. 34031997 1 1 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 1 100 0 1 358 1 0 1 CJ 0 0 0 1 1 0 0 0 0 1 0 0 0 0 X 58 51 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV LA X X X Minette Bruce 5045281944 945 Magazine Street New Orleans LA 70130 James A Courter chairman of the board 8.00 X X 0 0 0 C Paul Hilliard Vice Chairman 2.00 X X 0 0 0 CHARLES W CHIP GOODYEAR Vice Chair 2.00 X X 0 0 0 Todd Ricketts Vice Chair 2.00 X X 0 0 0 Richard C Adkerson Past Chairman of the Board 2.00 X X 0 0 0 David Barksdale secretary 4.00 X X 0 0 0 Suzanne T Mestayer Treasurer 4.00 X X 0 0 0 Gordon H Nick Mueller PhD president & CEO 40.00 X X 550578 0 45000 Herschel L Abbott Jr Trustee 2.00 X 0 0 0 Michael L Ashner Trustee 2.00 X 0 0 0 DWIGHT W ANDERSON TRUSTEE 2.00 X 0 0 0 NORMAN R AUGUSTINE TRUSTEE 2.00 X 0 0 0 Brandon B Berger Trustee 2.00 X 0 0 0 THE HON J KENNETH BLACKWELL TRUstee 2.00 X 0 0 0 Donald T Bollinger Trustee 2.00 X 0 0 0 Harold J Bouillion Trustee 2.00 X 0 0 0 Raymond Brandt Trustee 2.00 X 0 0 0 Michael S Bylen Trustee 2.00 X 0 0 0 Daryl G Byrd Trustee 2.00 X 0 0 0 James S Chanos Trustee 2.00 X 0 0 0 JAMES H CLEMENT III TRUSTEE 2.00 X 0 0 0 Thomas B Coleman Trustee 2.00 X 0 0 0 RALPH E CRUMP TRUSTEE 2.00 X 0 0 0 Jed V Davis Trustee 2.00 X 0 0 0 RICHARD L DUCHOSSOIS Trustee 2.00 X 0 0 0 Peter N Foss Trustee 2.00 X 0 0 0 John D Georges Trustee 2.00 X 0 0 0 William A Goldring Trustee 2.00 X 0 0 0 John M Hairston Trustee 2.00 X 0 0 0 Terence E Hall Trustee 2.00 X 0 0 0 Robert Tucker Hayes Trustee 2.00 X 0 0 0 David P Hess Trustee 2.00 X 0 0 0 John E Koerner III Trustee 2.00 X 0 0 0 Alan M Leventhal Trustee 2.00 X 0 0 0 Deborah G Lindsay Trustee 2.00 X 0 0 0 JAMES E MAURIN Trustee 2.00 X 0 0 0 Markham R McKnight Trustee 2.00 X 0 0 0 Robert W Merrick Trustee 2.00 X 0 0 0 Dennis A Muilenburg Trustee 2.00 X 0 0 0 MICHAEL E O'NEILL TRUSTEE 2.00 X 0 0 0 Robert J Patrick Trustee 2.00 X 0 0 0 SONIA A PEREZ Trustee 2.00 X 0 0 0 Wyatt G Rockefeller Trustee 2.00 X 0 0 0 EDWIN R RODRIGUEZ TRUSTEE 2.00 X 0 0 0 TRACY L ROSSER Trustee 2.00 X 0 0 0 MARK M RUBIN TRUstee 2.00 X 0 0 0 Joe F Sanderson Jr Trustee 2.00 X 0 0 0 Philip G Satre trustee 2.00 X 0 0 0 Robert A Savoie Trustee 2.00 X 0 0 0 Peggy Higgins Sewell Trustee 2.00 X 0 0 0 J SCOTT SPRADLEY Trustee 2.00 X 0 0 0 Caroll W Suggs TRUStee 2.00 X 0 0 0 HENRY SWIECA TRUSTee 2.00 X 0 0 0 Thomas H Turner Trustee 2.00 X 0 0 0 Ted M Weggeland Trustee 2.00 X 0 0 0 Bruce N Whitman Trustee 2.00 X 0 0 0 Governor Pete Wilson Trustee 2.00 X 0 0 0 Fred S Zeidman Trustee 2.00 X 0 0 0 Robert W Farnsworth SR VP of Capital Expansion 40.00 X 368124 0 15250 Rebecca Albrecht Mackie VP of Operations & CFO 40.00 X 373074 0 19500 Stephen Watson incoming president & CEO 40.00 X 389480 0 17100 Michael Carroll VP of Institutional Advanc 40.00 X 320107 0 10935 Patricia M Eubanks AVP, Corporate Alliances 40.00 X 149385 0 11485 Terri Lynn Burton AVP, Membership & Fundraising Events 40.00 X 132472 0 7229 Paul Parrie AVP, Operations 40.00 X 156160 0 10831 Edna McDuffie Director Capital Programs 40.00 X 139947 0 7771 JONAH LANGENBECK AVP, MARKETING & COMMUNICA 40.00 X 142927 0 0 2722254 0 145101 15 0 1 0 CM COMBS CONSTRUCTION LLC 301 HIGHWAY 21 MADISONVILLE LA 70447 Construction 4973447 SOLOMON GROUP ENTERTAINMENT LLC 825 GIROD STREET NEW ORLEANS LA 70113 Exhibit Fabrication 3205100 VOORSANGER MATHES LLC 201 ST CHARLES AVENUE NEW ORLEANS LA 70170 Architect 1513610 LOCKTON COMPANIES LLC 5847 SAN FELIPE Suite 320 Houston TX 77057 Insurance 1264195 GALLAGHER & ASSOCIATES LLC 8665 GEORGIA AVENUE SILVER SPRING MD 20910 Museum Planning and Design 507936 22 1730833 1040871 4118825 48119822 2584530 55010351 Admissions 900099 15700779 15700779 15700779 717798 717798 1668592 5244 1663348 1663348 1663348 3230567 2876012 354555 354555 354555 136443 1040871 703470 -567027 -567027 3375510 1702675 1672835 1672835 Other revenue 900099 1063995 1063995 Tax Credits and Incentives 900099 6636 6636 1070631 75623270 18444245 0 2168674 66964 66964 75546 75546 1980213 776505 883602 320106 11859305 10432119 308888 1118298 181752 113197 33984 34571 1173237 952297 137106 83834 951435 729909 135919 85607 139831 111096 31345 -2610 104800 104800 1259792 782816 91893 385083 3262486 3035129 227357 5981440 3350671 1039536 1591233 1905011 1905011 801309 561404 14569 225336 409235 409235 5114341 5114341 1129418 826944 302474 Educational Programming 3642375 3286547 5606 350222 Fees, Licenses, Permits 785005 649702 48526 86777 Misc. Operating Exp. 426247 278775 45921 101551 Entertainment & Gifts 255535 138189 54998 62348 507387 435600 49188 22599 42012664 34031997 3288355 4692312 X 5816073 2801339 1104856 1909879 42174166 44598344 18875336 20709656 12524383 12819876 654596 665041 1276493 2707275 190125430 49659775 88567906 140465655 17518623 13526575 83055229 39597598 264646732 275090020 4666245 4033262 1671143 3018614 972813 1008700 22729681 6855543 0 3650840 30039882 18566959 X 190659349 219522316 26742596 19473167 17204905 17527578 234606850 256523061 264646732 275090020 X 33610606 2353678 365782 -14413855 X 0 1 X 1 0 X 23220797 30595016 50376065 44253549 55010351 203455778 23220797 30595016 50376065 44253549 55010351 203455778 18532996 184922782 1769815 1878492 217299 1019611 717798 5603015 451821 1674808 1315944 730170 1070631 5243374 214302167 87014616 0.86290 0.83710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9269386 X X X X 0 0 1 X 20945255 540226 2894590 24380071 15602239 5319056 23960 20945255 10908347 4947528 -253636 15602239 9095666 966059 846622 10908347 7226602 1323589 545475 9095666 0.22660 0.71890 0.05450 0 0 7215914 7215914 132435179 26175985 106259194 28405291 18562735 9842556 22069046 4921055 17147991 140465655 Collections 9269386 Other Assets 1211336 DUE FROM WORLD WAR II PAVILIONS, INC. 21291272 Due from WORLD WAR II Theatre, INC. 7599809 Due from Chalk #17, Inc. 225795 39597598 DUE FROM WORLD WAR II Campaigns, INC. 573101 Capital Contribution - World War II Theatre 3077739 3650840 X 81745020 2353678 365782 3402290 6121750 75623270 0 75623270 47884792 5872128 5872128 42012664 0 42012664 Part III, Line 1a: As of June 30, 2017 and 2016, collections consist of three films commissioned by the Museum, a collection of German, French and American artifacts acquired from the St. Lo Museum in France in 1995, aircraft, tanks, certain military vehicles, and miscellaneous artifacts. The Museum does not record depreciation on its collections because depreciation is not presently required to be recognized on individual works of art or historical treasures whose economic benefit or service potential is used so slowly that their estimated useful lives are extraordinarily long. It is the Museum's policy to capitalize only those items purchased, not those donated, unless the item's cost is significant and is able to be valued objectively. Donated collection items are not recorded, except in rare circumstances, due to the lack of an objective basis of valuation. Part III, Line 4: The National WWII Museum's collection consists of over 140,000 unique items from WWII including, letters, photographs, diaries, uniforms, weapons, boats, planes, tanks, trucks, personal accounts, archival film and library material. This material is used in public exhibitions, scholarly research and loans with other institutions to demonstrate why WWII was fought, how it was won and why it is important to us today so that all generations will understand the price of freedom and be inspired by what they learn. Part IV, Line 2b: construction retainage Part X, Line 2: Accounting standards provide detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in an entity's financial statements. These standards require an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will not be sustained upon examination. As of June 30, 2017, the Museum believes that it has no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements. Tax years June 30, 2014 and later remain subject to examination by the taxing authorities. Part XI, Line 2d - Other Adjustments: Cost of Goods Sold 1,702,675. Special Events 703,470. Rental Expense 5,244. WORLD WAR II PAVILIONS, INC. - RENTAL INCOME 498,795. CHALK #17, INC. - INCOME 173,609. WORLD WAR II CAMPAIGNS, INC. - RENTAL INCOME 318,497. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold 1,702,675. Special Events 703,470. World War II Theatre, Inc. - Operations 874,683. Rental Expense 5,244. World War II Pavilions, Inc. - Operations 1,478,606. World War II Campaigns, Inc. - Operations 658,586. Chalk #17- Operations 448,864. X X X X X X 1 Edge Direct LLC ATTN MICHELLE VANCE PO BOX 840 TULSA OK 741010840 Consulting 0 6869969 457255 6412714 Saturn Corporation 4701 Lydell Rd Cheverly MD 20781 database management 1 0 423612 -423612 INFOGROUP PO BOX 3243 OMAHA NE 681030480 MAILING LIST RENTALS 0 0 531676 -531676 Aegis Processing Solutions 5342 NW 25th ST Topeka KS 66618 Database management 0 0 49736 -49736 Salem Media Group 4880 Santa Rosa Road Camarillo CA 93012 Advertising 0 0 28565 -28565 6869969 1490844 5379125 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV LA American Spirit Awards 892518 831900 60618 542450 Victory Ball 144511 122911 21600 90349 1 140285 86060 54225 70671 1177314 1040871 136443 703470 703470 -567027 1 various grants less than 5000 66964 fMV - Cash 8 Grants to organizations for student competitions. 10 0 SMALL GRANTS WERE AWARDED TO essay contestants and NATIONAL HISTORY DAY WINN 88 75546 FMV - CASH X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Gordon H Nick Mueller PhD president & CEO 439435 0 85000 0 26143 0 45000 0 0 0 595578 0 0 0 Robert W Farnsworth SR VP of Capital Expansion 318124 0 50000 0 0 0 7950 0 7300 0 383374 0 0 0 Rebecca Albrecht Mackie VP of Operations & CFO 313871 0 50000 0 9203 0 7950 0 11550 0 392574 0 0 0 Stephen Watson incoming president & CEO 330028 0 50000 0 9452 0 7950 0 9150 0 406580 0 0 0 Michael Carroll VP of Institutional Advanc 290107 0 30000 0 0 0 0 0 10935 0 331042 0 0 0 Patricia M Eubanks AVP, Corporate Alliances 141385 0 8000 0 0 0 4686 0 6799 0 160870 0 0 0 Paul Parrie AVP, Operations 146160 0 10000 0 0 0 4864 0 5967 0 166991 0 0 0 Part I, Line 1a ORGANIZATION PURCHASED FIRST CLASS AIRFARE FOR THE CEO WHEN TRAVELING ABROAD only. Gordon Mueller FAMily member 49955 employee 0 John Hairston bank officer 5112620 bank services 0 Daryl Byrd bank officer 3464208 bank services 0 John Georges Owner 137052 Advertising Services 0 X 14 14776 sales price X 31 2443993 FMV X 590 Not valued X equipment and supplies 8 125761 fmv 0 1 1 Part I, Line 32b: The organization uses third party charitable automobile resources to process and sell donated automobiles on behalf of the museum. Part I, Line 33: The museum does not appraise value on historical artifacts for the purpose of revenue recognition. Form 990, Part VI, Section A, line 2 Reported on Schedule L Form 990, Part VI, Section B, line 11b The Finance Committee shall distribute the Form 990 to the Board of Trustees before the filing date and final deadline with extensions as defined by the Internal Revenue Service. Any questions or feedback are referred to the Chairman of the Board and Finance Committee. Form 990, Part VI, Section B, line 12c Written conflict of interest disclosure is monitored through questionnaires collected at the board of trustees meeting. Conflicts are disclosed to the full board. When any conflict of interest relates to a matter requiring action of the board of trustees, the interested person shall call it to the attention of the board of trustees or its appropriate committee, and such person shall not vote on the matter. Unless otherwise requested to remain present during a meeting, the person having the conflict shall retire from the room in which the board or committee is meeting and shall not participate in the final deliberation or decision regarding the matter under consideration. The minutes of the meeting of the board or committee shall reflect that the conflict of interest was disclosed and that the interested person was not present during the final discussion or vote and did not vote. A copy of the conflict of interest bylaw shall be furnished to each trustee and senior staff member who is presently serving the museum, or who may hereafter become associated with the museum. This policy shall be reviewed annually for the information and guidance of trustees and staff members. Any new trustee or staff member shall be advised of this policy upon undertaking the duties of such office. Form 990, Part VI, Section B, line 15 CEO compensation is reviewed and approved by independent persons on the board, and comparability data is gathered by the museum's Human Resource personnel for testing market rates Form 990, Part VI, Section C, line 19 upon request Form 990, Part XI, line 9: Rounding Capital contribution - WORLD WAR II THEATRE, INC. -11,135,498. Capital contribution - Chalk #17 -3,278,357. Flying Tigers Properties LLC 945 Magazine Street New Orleans LA 70130 planning, constructing, and operating a hotel conference center LA World War II Theatre Inc 945 Magazine Street New Orleans LA 70130 421743078 Theatre and canteen LA 501(c)(3) Line 12a, I N/A 0 WWII Pavilions Inc 945 Magazine Street New Orleans LA 70130 272262560 Support Educational, Charitable & Social purposes of National WW II Museum. LA 501(c)(3) Line 12a, I N/A 0 World War II Campaigns Inc 945 Magazine Street new Orleans LA 70130 274741563 support Educational, Charitable & Social purposes of National WW II Museum. LA 501(c)(3) Line 12a, I N/A 0 Warehouse District Development Inc 945 Magazine Street new Orleans LA 70130 274739715 serving the low income communities that include the national WWII Museum LA 501(c)(3) Line 12a, I N/A 0 Chalk #17 Inc 945 Magazine Street New Orleans LA 70130 461272712 Support Educational, Charitable & Social purposes of National WW II Museum. LA 501(c)(3) Line 12a, I N/A 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 World War II Theatre Inc B 8057759 net value of asset and liability WWII Pavilions Inc K 498795 fmv WORLD WAR II CAMPAIGNS INC K 318497 fmv Chalk #17 Inc B 3296021 net value of asset Chalk #17 Inc D 224946 balance outstanding World War II Theatre Inc D 7599809 balance outstanding WORLD WAR II CAMPAIGNS INC D 573101 balance outstanding WWII Pavilions Inc D 21291272 balance outstanding