2013-11-11T09:05:55-06:00 2013-06-30 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD 17TH FLOOR METAIRIE LA 70005 990 2012-07-01 721200790 THE NATIONAL WORLD WAR II MUSEUM INC NATI 5045276012 945 MAGAZINE STREET NEW ORLEANS LA 70130 GORDON MUELLER 5045276012 2013-11-01 1 LAURENCE R HOLMES P00664488 5048314949 2012 2016-02-24 21:20:13Z GORDON MUELLER 945 MAGAZINE STREET NEW ORLEANS LA 70130 41164754 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. 53 51 467 403 0 0 29527196 23220797 6031704 7964849 1653528 1769815 5451141 5060903 42663569 38016364 33645 41400 0 0 11038073 12427211 128644 271065 3733897 12974239 14434672 24174601 27174348 18488968 10842016 153722816 172799361 13562664 21017068 140160152 151782293 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 19240891 41400 12687697 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. 1075567 TO PLAN AND CARRY OUT THE EXPANSION OF THE NATIONAL D-DAY MUSEUM INTO THE NATIONAL WORLD WAR II MUSEUM. 20316458 1 1 0 0 0 0 0 1 0 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 51 0 1 467 1 0 1 CJ 0 0 0 1 1 0 0 0 0 1 0 0 0 0 X 53 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 REBECCA MACKIE 5045276012 945 MAGAZINE STREET NEW ORLEANS LA 70130 HERSCHEL L ABBOTT JR 8.00 X X 0 0 0 RICHARD C ADKERSON 8.00 X X 0 0 0 PHILIP G SATRE 2.00 X 0 0 0 JAMES A COURTER 4.00 X X 0 0 0 HAROLD J BOUILLION 4.00 X X 0 0 0 GORDON H NICK MUELLER PHD 40.00 X X 407172 0 45000 MICHAEL L ASHNER 2.00 X 0 0 0 DAVID BARKSDALE 2.00 X 0 0 0 BRANDON BERGER 2.00 X 0 0 0 DONALD T BOLLINGER 2.00 X 0 0 0 DREW BREES 2.00 X 0 0 0 MICHAEL S BYLEN 2.00 X 0 0 0 JEFFREY R CARTER 2.00 X 0 0 0 THE HONORABLE ELAINE L CHAO 2.00 X 0 0 0 THOMAS B COLEMAN 2.00 X 0 0 0 JED V DAVIS 2.00 X 0 0 0 ROBERT M EDSEL 2.00 X 0 0 0 H M FAVROT JR 2.00 X 0 0 0 JAMES R FISHER SR 2.00 X 0 0 0 PETER J FOS PHD 2.00 X 0 0 0 PETER N FOSS 2.00 X 0 0 0 LOUIS M FREEMAN 2.00 X 0 0 0 JOHN D GEORGES 2.00 X 0 0 0 WILLIAM A GOLDRING 2.00 X 0 0 0 JOHN M HAIRSTON 2.00 X 0 0 0 TERENCE E HALL 2.00 X 0 0 0 ROBERT TUCKER HAYES 2.00 X 0 0 0 DAVID P HESS 2.00 X 0 0 0 C PAUL HILLIARD 2.00 X 0 0 0 WILLIAM H HINES 2.00 X 0 0 0 COL JACK H JACOBS USA RET 2.00 X 0 0 0 JAMES W JACOBS 2.00 X 0 0 0 JOHN E KOERNER III 2.00 X 0 0 0 MARK R KONJEVOD 2.00 X 0 0 0 KEVIN J LILLY 2.00 X 0 0 0 DEBORAH G LINDSAY 2.00 X 0 0 0 E RALPH LUPIN M D 2.00 X 0 0 0 SUZANNE T MESTAYER 2.00 X 0 0 0 DENNIS A MUILENBURG 2.00 X 0 0 0 ROBERT J PATRICK 2.00 X 0 0 0 RICHARD A PATTAROZZI 2.00 X 0 0 0 M CLELAND POWELL III 2.00 X 0 0 0 BOB READY 2.00 X 0 0 0 KEVIN P REILLY JR 2.00 X 0 0 0 TODD RICKETTS 2.00 X 0 0 0 WILLIAM P RUTLEDGE 2.00 X 0 0 0 ROBERT SAVOIE PHD 2.00 X 0 0 0 CAROLL SUGGS 2.00 X 0 0 0 COL LEO THORSNESS USAF RET 2.00 X 0 0 0 DAVID R VOELKER 2.00 X 0 0 0 TED M WEGGELAND 2.00 X 0 0 0 BRUCE N WHITMAN 2.00 X 0 0 0 GOVERNOR PETE WILSON 2.00 X 0 0 0 FRED S ZEIDMAN 2.00 X 0 0 0 ROBERT W FARNSWORTH 40.00 X 271166 0 8195 REBECCA ALBRECHT MACKIE 40.00 X 226426 0 6626 STEPHEN WATSON 40.00 X 221691 0 6555 MICHAEL CARROLL 40.00 X 182541 0 0 1308996 0 66376 10 0 1 0 BRICE BUILDING CO LLC PO BOX 7341 METAIRIE LA 70010 CONSTRUCTION 9869867 PETER MAYER ADVERTISING 324 CAMP STREET NEW ORLEANS LA 70130 ADVERTISING 1207274 ICS CORPORATION 2225 RICHMOND STREET PHILADELPHIA PA 19125 PRINTING 1055543 BOH BROTHERS CONSTRUCTION CO LLC PO BOX 54519 NEW ORLEANS LA 701704100 CONSTRUCTION 932290 SATURN CORPORATION 4701 LYDELL ROAD CHEVERLY MD 20781 DATABASE MANAGEMENT 452235 9 730787 315776 4116258 18057976 1004478 23220797 ADMISSIONS 900099 7964849 7964849 7964849 1769815 1769815 747968 283226 464742 464742 464742 59780 315776 186467 -126687 -126687 6949724 2678697 4271027 4271027 OTHER REVENUE - EXCLUDED 900099 451821 451821 451821 38016364 12687697 0 2107870 12700 12700 28700 28700 1375372 507607 685224 182541 9442481 7788643 608248 1045590 112081 88846 6998 16237 624291 492873 64242 67176 872986 718115 67265 87606 194965 10942 184023 79011 79011 271065 271065 736586 657926 78660 1540294 1477613 62681 3955458 2505570 402632 1047256 132501 132501 1381951 1381951 418243 219445 5028 193770 191654 191654 1541966 1541966 1423806 776942 382828 264036 EDUCATIONAL PROGRAMMING 1516001 1238024 0 277977 FEES, LICENSES, PERMITS 594192 147387 436582 10223 CONSULTANTS 240473 172942 0 67531 ENTERTAINMENT & GIFTS 139348 52266 41724 45358 348223 171845 81528 94850 27174348 20316458 3123993 3733897 X 3488254 1729115 426052 1333087 14506435 11240601 17481303 16438782 41908763 43661332 672391 668902 257017 489162 76257625 16794574 47056814 59463051 7394942 8413588 24445151 32423943 153722816 172799361 2988748 4497485 768313 766881 9805603 12394670 0 3358032 13562664 21017068 X 116380302 125297180 18080545 19530062 5699305 6955051 140160152 151782293 153722816 172799361 10842016 519783 260342 0 X 0 1 X 1 1 1 X 34112737 24921256 31062913 29527196 23220797 142844899 34112737 24921256 31062913 29527196 23220797 142844899 11939351 130905548 748915 1808463 2166003 1690240 1769815 8183436 28430 28430 4621 5018 311141 1203065 451821 1975666 153032431 48052146 0.85540 0.85220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 7226602 1323589 545475 9095666 6689140 1095709 -558247 7226602 5573444 93805 1021891 6689140 4541333 403840 628271 5573444 3866915 951967 -277549 4541333 0.16770 0.76470 0.06760 0 0 7170911 7170911 33694934 9149733 24545201 7076975 4680430 2396545 28314805 2964411 25350394 59463051 COLLECTIONS 8222373 OTHER ASSETS 2214083 DUE FROM WORLD WAR II THEATRE, INC. 363904 DUE FROM WORLD WAR II PAVILIONS, INC. 21623583 32423943 DUE TO WORLD WAR II THEATRE, INC. 3358032 3358032 X 42226672 519783 3690525 4210308 38016364 0 38016364 35061238 7886890 7886890 27174348 0 27174348 PART III, LINE 1A: AS OF JUNE 30, 2012 AND 2011, 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013, 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, 2010 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,678,697. SPECIAL EVENTS 186,467. GIFTS IN KIND 346,301. RENTAL EXPENSE 283,226. WORLD WAR II PAVILIONS, INC. - INVESTMENT INCOME 4,242. WORLD WAR II THEATRE, INC. - STATE TAX CREDITS 183,371. WORLD WAR II PAVILIONS, INC. - MISC INCOME 8,221. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,678,697. SPECIAL EVENTS 186,467. WORLD WAR II THEATRE, INC. - OPERATIONS 4,132,552. RENTAL EXPENSE 283,226. WORLD WAR II PAVILIONS, INC. - OPERATIONS 519,989. GIFTS IN KIND 85,959. X X X X X X 1 EDGE DIRECT LLC ATTN MICHELLE VANCE PO BOX 840 TULSA OK 741010840 CONSULTING 0 5344078 335431 5008647 WILLIAM PRYOR 1427 ST MARY STREET NEW ORLEANS LA 70130 CONSULTING 0 0 48328 -48328 SATURN CORPORATION 4701 LYDELL RD CHEVERLY MD 20781 DATABASE MANAGEMENT 1 0 476794 -476794 AMBER WILLIAMS COUNTIS 158 HARMON DR NORTHFIELD VT 05663 CONSULTING 0 0 5899 -5899 JAMES MCCORMICK 825 WILDLIFE ESTES PARK CO 80517 CONSULTING 0 0 23764 -23764 CDR 16900 SCIENCE DR STE 210 BOWIE MD 20715 CONSULTING 0 0 7500 -7500 5344078 897716 4446362 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 VICTORY BALL 375556 315776 59780 186467 375556 315776 59780 186467 186467 -126687 1 MATH SCIENCE AND ARTS ACADEMY 57955 ST LOUIS ROAD PLAQUEMINE LA 70765 726000552 12700 FMV - CASH TRAVEL FOR 26 STUDENTS TO ATTEND THE NATIONAL HISTORY DAY CONTEST @ $488.46 EACH SMALL GRANTS WERE AWARDED TO NATIONAL HISTORY DAY WINNERS FROM LOUISIANA TO COVER COST OF TRAVEL TO WASHINGTON DC FOR THE NATIONAL COMPETITION. 43 28700 FMV - CASH X X X X X 0 0 0 0 0 0 0 0 0 GORDON H NICK MUELLER PHD 347513 0 35000 0 24659 0 45000 0 0 0 452172 0 0 0 ROBERT W FARNSWORTH 246166 0 25000 0 0 0 8195 0 0 0 279361 0 0 0 REBECCA ALBRECHT MACKIE 201426 0 25000 0 0 0 6626 0 0 0 233052 0 0 0 STEPHEN WATSON 196691 0 25000 0 0 0 6555 0 0 0 228246 0 0 0 MICHAEL CARROLL 182541 0 0 0 0 0 0 0 0 0 182541 0 0 0 THEODORE SOLOMON FAMILY MEMBER 103919 SUPPLIER 0 GORDON MUELLER FAMILY MEMBER 28712 EMPLOYEE 0 REBECCA MACKIE FAMILY MEMBER 34921 EMPLOYEE 0 JOHN HAIRSTON BANK OFFICER 1783347 BANK SERVICES 0 CLELAND POWELL BANK OFFICER 1816622 BANK SERVICES 0 X 6 7300 SALES PRICE X 17 623876 FMV X 604 NOT VALUED X EQUIPMENT AND SUPPLIES 16 99766 FMV X AUCTION ITEMS 3 9500 FMV X PREMIUMS 1 264036 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION USES THIRD PARTY CHARITABLE AUTOMOBILE RESOURCES TO PROCESS AND SELL DONATED AUTOMOBILES ON BEHALF OF THE MUSEUM. NON REPORTING OF REVENUE: 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 11 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 WORLD WAR II THEATRE INC 945 MAGAZINE STREET NEW ORLEANS LA 70130 421743078 THEATRE AND CANTEEN LA 501(C)(3) LINE 11A, 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 11A, 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 11A, 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 11A, I N/A 0 CHALK # 17 945 MAGAZINE STREET NEW ORLEANS LA 70130 461272712 SUPPORT EDUCATIONAL, CHARITABLE & SOCIAL PURPOSES OF NATIONAL WW II MUSEUM. LA 501(C)(3) LINE 11A, I N/A 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 WORLD WAR II THEATRE INC K 562500 WORLD WAR II THEATRE INC D 363904 WWII PAVILIONS INC D 21623583 WORLD WAR II THEATRE INC J 10000 WORLD WAR II THEATRE INC E 3358032 CHALK # 17 S 1926585