2017-06-22T15:10:45-05:00 2016-12-31 431562209 House Park Dobratz & Wiebler PC 605 W 47th Street Suite 301 Kansas City MO 64112 990 2016-01-01 436052673 Liberty Memorial Association dba National World War I Museum and Memorial LIBE 8168888100 2 Memorial Drive Kansas City MO 64108 Matthew Naylor President/CEO 8168888100 2017-06-19 1 Stanley H House CPA P00642974 8169313393 68.70.80.114 2017-06-19 18:24:20 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1ADA6C84463AE603E60A9C10DFE092C2FBC8E178 2016 2021-01-29 14:40:06Z Matthew Naylor 2 Memorial Drive Kansas City MO 64108 11640043 0 X www.theworldwar.org X 1919 MO 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 and Memorial as the foremost interpreter and resource for insight into the Great War and its enduring impact; providing first-class visitor and virtual experiences; 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 Museum and Memorial. 21 21 51 0 0 0 8070355 7338997 2123493 2227443 133407 72031 234655 335152 10561910 9973623 0 0 12105 24442 2086301 2223339 42162 13881 325771 3053846 3335050 5194414 5596712 5367496 4376911 15723957 20369847 399494 510046 15324463 19859801 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 3718484 2227443 MUSEUM & MEMORIAL OPERATIONS:The NWWIMM is a limestone complex located on Memorial Hill overlooking downtown Kansas City, Missouri, 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 World War I Museum and Memorial, the Museum presents a comprehensive global interpretation of World War I (1914-1919) and its lasting consequences, providing a vivid and memorable experience for all. As of December 31, 2016 the NWWIMM currently employs 33 full-time and 6 part-time staff. Additionally, in 2016 394 volunteers provided over 54,712 hours of service. Volunteers greet guests, provide expert tours, provide guidance, assist with promotion, answer any and 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. Admissions, facility rentals, retail, the Over There Cafe, and other initiatives are also successful revenue generating sources. The NWWIMM is proud of being ranked "Number One Attraction in Kansas City" by Trip Advisor from 2007-2016 as well as one of the top 25 museums in the nation (2014-16).In 2016, attendance at the NWWIMM, including events held in the Museum as well as the surrounding parklands was approximately 309,000, including 206,000 paid admissions - an increase of 9.6% over fiscal year 2015. In 2016, guests from all 50 states, 70+ countries and six continents visited the NWWIMM. 532175 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 diverse collection of World War I (1914-1919) objects 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 comprehensive, diverse collection of more than 310,000 World War I historical artifacts, and active collecting continues to the present, with collection priorities responding to immediate research and exhibition needs. In 2016, the Museum accepted 174 new accessions into the permanent collection, each of which contains at least one object each. 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 currently features several temporary exhibitions every year. 2016 featured: They Shall Not Pass | 1916; The Volunteers: Americans Join World War I; Wacht im Osten: German Encounters with the East in World War I; Images of the Great War: European Offensives 1914-1916; The Second Battlefield: Nurses in the First World War; The World Remembers; Sand to Snow: Global War 1915; and Rearranging History: Daniel MacMorris and the Pantheon de la Guerre. 577092 COMMUNITY EDUCATION PROGRAMS: More than 18,000 individuals visited the NWWIMM on school field trips in 2016, including subsidized visits provided by the Museum and generous donors for approximately 2,800 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 through a class trip participate in the School at the Museum program, which includes guided tours and focused activities. Furthermore, the Museum's Hands-on History and Story Time programs served over 2,400 participants during 2016. 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, the Museum set a record with 1,104,672 participations in 2016. New curriculum is currently being created through the NWWIMM's Teacher Fellowship program as well, which celebrated its fifth year in 2016 by inviting some of the best teachers in the country to develop unique lessons at the NWWIMM which will be posted online. The online database was launched in July 2013. In 2016, 4,030 records were added to the database, raising the total to nearly 30,000 items available for public access. Amenities abound to visitors of the Museum, including audio guides in three languages plus English, motorized scooters and the acclaimed Over There Cafe. On December 26, 2016 the fourth 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 an English Premier League watch party in the NWWIMM's J.C. Nichols Auditorium. 4827751 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 21 0 51 1 0 0 0 0 0 1 1 0 1 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MO X X Mark Gunter 8168888103 2 Memorial Drive Kansas City MO 64108 Mark Jorgenson Chair/Board Member 3.00 X X 0 0 0 Kevin J Rooney Treasurer/Board Member 2.00 X X 0 0 0 Elaine Drodge Koch Secretary/Board Member 2.00 X X 0 0 0 Hector Barreto Board Member 1.00 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 Board Member 1.00 X 0 0 0 Thomas W Butch Board Member 4.00 X 0 0 0 Mary Jane Judy Board Member 1.00 X 0 0 0 John C Kornitzer 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 Tony Reinhart Board Member 1.00 X 0 0 0 Jeannine Strandjord 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 Matthew C Naylor President/CEO 40.00 X 229000 0 7725 Debra L Bass Vice-President Development 40.00 X 105550 0 4307 Paige D Perlik Vice-President Corp Engage 40.00 X 99800 0 5942 434350 0 17974 2 0 1 0 Allied Barton Security Services LLC PO Box 828854 Philadelphia PA 19182 Security services 233698 American Food & Vending 124 Metropolitan Park Drive Syracuse NY 13088 Cafe operations 179536 City Wide Maintenance Co 15447 W 100th Terrace Lenexa KS 66219 Facility cleaning 167181 Hartsook Companies PO Box 26147 Shawnee Mission KS 66225 Fundraising & strategic consulting 155339 Gould Evans Associates LLC 4041 Mill Street Kansas City MO 64111 Architectural services 139488 8 90600 357169 928250 5962978 38000 7338997 Admissions 900099 2136405 2136405 Museum programs 900099 91038 91038 2227443 86646 86646 1276410 1291025 -14615 -14615 -14615 66800 357169 93305 -26505 -26505 643747 282090 361657 361657 9973623 2227443 0 407183 24442 24442 452324 271394 135698 45232 1345305 1152603 83516 109186 50682 44646 4024 2012 228134 195069 11536 21529 146894 122368 12277 12249 8613 8613 15250 15250 13881 13881 13477 13477 487787 487587 200 516289 385815 51308 79166 194147 126039 43028 25080 113313 112011 1082 220 972470 972425 45 49987 20508 27468 2011 1888 228 1660 540085 540085 30575 28657 1273 645 Programs, artifact acqu 287802 284255 0 3547 Administrative and even 59344 59274 0 70 Miscellaneous items 32783 2 32780 1 Donor development expen 11240 343 0 10897 5596712 4827751 443190 325771 64936 103431 1562863 2369537 3705458 7239705 154154 376827 103952 140586 41640 155864 10621768 4261324 6454916 6360444 3636038 3623453 15723957 20369847 189188 290063 210306 219983 399494 510046 X 7442924 7893855 5849430 9923837 2032109 2042109 15324463 19859801 15723957 20369847 4376911 158427 0 X X 0 1 X 1 0 X 1670892 2550252 2767468 8070355 7395797 22454764 1994643 2023566 2369676 2704341 3295159 12387385 3665535 4573818 5137144 10774696 10690956 34842149 0 0 0 34842149 59014 70310 116069 95405 86646 427444 59014 70310 116069 95405 86646 427444 3724549 4644128 5253213 10870101 10777602 35269593 0.98790 0.98570 0.01210 0.01430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 2598737 10000 153107 122455 2639389 2729729 -21150 109842 2598737 2738400 109819 118490 2729729 2600516 274616 136732 2738400 2730565 257526 387575 2600516 0.09870 0.77370 0.12760 0 0 8562515 3195993 5366522 2059253 1065331 993922 6360444 X 10469526 158427 375395 533822 9935704 13477 24442 37919 9973623 5896458 375395 375395 5521063 13477 62172 75649 5596712 Part X, Line 2: The Museum is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Museum 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 Museum had no uncertain income tax positions for the year ended December 31, 2016, and is not aware of any violation of its tax status as an organization exempt from income taxes. The Museum is no longer subject to audtis for Federal or state purposes for years prior to 2013. Part XI, Line 2d - Other Adjustments: Museum store cost of goods sold Fundraising event expenses Part XI, Line 4b - Other Adjustments: Direct donor benefits expenses Part XII, Line 2d - Other Adjustments: Museum store cost of goods sold Fundraising event expenses Part XII, Line 4b - Other Adjustments: Collection purchases Direct donor benefits expenses Part III, Line 1a: The grand opening of the expanded Museum, 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 300,000 artifacts as of December 31, 2016. 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 Museum 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 174 in 2016. Part III, Line 4: The Museum's collection of over 300,000 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 Museum'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 Museum 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 Museum 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 and endowment fund established in 2009 to provide resources to support the Museum's operations. X X X X X X 1 Hartsook Companies 1100 Walnut St 2935 Kansas City MO 64106 Consultation and strategy 0 0 155339 -155339 155339 -155339 Night at the Tower 423969 357169 66800 34447 45000 13858 423969 357169 66800 34447 45000 13858 93305 -26505 X X 0 0 0 0 0 0 0 1 0 Matthew C Naylor President/CEO 190000 0 39000 0 0 0 7600 0 125 0 236725 0 0 0 Part I, Line 7 The President/CEO was awarded a performance bonus as determined by the Executive Committee of the Board of Trustees based on targeted accomplishments for the year. These include, but are not limited to: 1) Increasing Museum attendance and reach. 2) Financial oversight (meeting revenue and expense projections as expressed in the Board-approved budget). 3) Effective launch of capital campaign activities, including developing new sources of revenue and expanding the development footprint. 4) Further illuminating the organization's profile by increasing visibility and recognition in the community. 5) Building strategic partnerships with other local, national and international peer institutions. 6) Expanding educational and public programming efforts, including the Museum's online experience. 7) Ensuring clarity of organizational mission, including coaching and support to staff and volunteers. 8) Ensuring best practice transparency and communication in relationship with Board, as determined through formal and informal feedback mechanisms. 9) Upgrading all aspects of the Museum's operations to reflect its status as a major cultural institution. X 174 0 X 3 38000 Auction proceeds 3 0 1 0 Part I, Line 33: The Museum 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.