2012-11-15T14:21:53-06:00 2012-06-30 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD 17TH FLOOR METAIRIE LA 70005 990 2011-07-01 721200790 THE NATIONAL WORLD WAR II MUSEUM INC NATI 5045276012 945 MAGAZINE STREET NEW ORLEANS LA 70130 GORDON MUELLER 5045276012 2012-11-12 1 LAURENCE R HOLMES P00664488 5048314949 2011 2016-02-24 21:20:13Z GORDON MUELLER 945 MAGAZINE STREET NEW ORLEANS LA 70130 45444287 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. 54 52 470 402 0 0 31062913 29527196 5618145 6031704 1304195 1653528 4143695 5451141 42128948 42663569 11800 33645 0 0 9949557 11038073 209263 128644 3313147 11922376 12974239 22092996 24174601 20035952 18488968 128729083 153722816 6636162 13562664 122092921 140160152 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 17140196 11137333 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. 1076689 TO PLAN AND CARRY OUT THE EXPANSION OF THE NATIONAL D-DAY MUSEUM INTO THE NATIONAL WORLD WAR II MUSEUM. 18216885 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 0 1 71 0 1 470 1 0 1 CJ 0 0 0 0 0 0 0 0 0 0 0 0 X 54 52 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 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 410353 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 THOMAS L BLAIR 2.00 X 0 0 0 DONALD T BOLLINGER 2.00 X 0 0 0 DREW BREES 2.00 X 0 0 0 PHILIP J BURGUIERES 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 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 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 TERENCE E HALL 2.00 X 0 0 0 ROBERT TUCKER HAYES 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 ROBERT H MALOTT 2.00 X 0 0 0 DENNIS A MUILENBURG 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 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 2.00 X 0 0 0 CURT SCHILLING 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 322529 0 15600 REBECCA ALBRECHT MACKIE 40.00 X 221716 0 10031 STEPHEN WATSON 40.00 X 216955 0 13290 K MARIANNE BERNER 40.00 X 141411 0 0 PATRICIA M EUBANKS 40.00 X 110984 0 0 1423948 0 83921 11 0 1 0 PETER MAYER ADVERTISING 324 CAMP STREET NEW ORLEANS LA 70130 ADVERTISING 903122 MAIL AMERICA COMMUNICATIONS PO BOX 870 FOREST VA 245510870 DIRECT MAIL CONSULTANTS 815815 THE PRODUCTION MANAGEMENT GROUP 6940 COLUMBIA GATEWAY DR SUITE 220 COLUMBIA MD 21046 NEWSLETTER MAILINGS 544775 SATURN CORPORATION 4701 LYDELL ROAD CHEVERLY MD 20781 MAIL PROCESSING 461170 ODELL SIMMS & ASSOC INC 7704 LEESBURG PIKE FALLS CHURCH VA 22043 DIRECT MAIL CONSULTANTS 403299 18 755817 284145 11158443 17328791 1605019 29527196 ADMISSIONS 900099 6031704 6031704 6031704 1690240 1690240 637431 286713 350718 350718 350718 36712 -36712 -36712 -36712 99355 284145 120256 -20901 -20901 6255296 2337037 3918259 3918259 NEW MARKET TAX CREDITS 900099 1187370 1187370 OTHER REVENUE - EXCLUD 900099 15695 15695 1203065 42663569 11137333 0 1999040 15749 15749 17896 17896 1255474 568374 687100 8304526 6884539 537141 882846 78175 59680 4386 14109 628157 495766 71183 61208 771741 641370 63941 66430 164677 101804 58895 3978 55700 55700 128644 128644 723939 634461 79653 9825 1433004 1289343 143661 3772953 2280117 408007 1084829 1065366 1065366 301029 188458 9709 102862 153043 153043 1753410 1753410 1142865 646497 242332 254036 EDUCATIONAL PROGRAMMING 700117 669906 0 30211 FEES, LICENSES, PERMITS 466340 119496 338881 7963 CONSULTANTS 433032 288880 9479 134673 MISC. OPERATING EXP. 284393 48349 17706 218338 524371 294381 60456 169534 24174601 18216885 2644569 3313147 X 3628848 1655693 428626 1544529 10824977 14506435 18497867 17481303 32336919 41908763 648230 672391 366545 257017 62315799 15258985 43773405 47056814 9022995 7394942 13258145 24445151 128729083 153722816 2908067 2988748 651504 768313 3076591 9805603 6636162 13562664 X 102687533 116380302 14659465 18080545 4745923 5699305 122092921 140160152 128729083 153722816 X 18488968 -421737 X 0 1 1 X 1 1 X 16496824 34112737 24921256 31062913 29527196 136120926 16496824 34112737 24921256 31062913 29527196 136120926 12089120 124031806 930382 748915 1808463 2166003 1690240 7344003 40894 28430 69324 485908 4621 5018 311141 1203065 2009753 145544006 35844087 0.85220 0.83920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 6689140 1095709 -558247 7226602 5573444 93805 1021891 6689140 4541333 403840 628271 5573444 3866915 951967 -277549 4541333 0.16000 0.84000 0 0 7170911 7170911 33441598 7946456 25495142 5970467 4258107 1712360 15732823 3054422 12678401 47056814 COLLECTIONS 7174407 OTHER ASSETS 1551585 DUE FROM WORLD WAR II THEATRE, INC. 924182 DUE FROM WORLD WAR II PAVILIONS, INC. 14673397 TAX CREDIT RECEIVABLE 121580 24445151 42663569 24174601 18488968 -696957 275220 -421737 18067231 46812736 -696957 4846124 4149167 42663569 0 42663569 32420417 8245816 8245816 24174601 0 24174601 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: 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, 2012, 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, 2009 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,337,037. SPECIAL EVENTS 120,256. GIFTS IN KIND 707,766. RENTAL EXPENSE 286,713. EXTRAORDINARY LOSS - DEMOLISHED PROPERTIES 36,712. WORLD WAR II PAVILIONS, INC. - CONTRIBUTIONS 1,162,903. WORLD WAR II THEATRE, INC. - NEW MARKET TAX CREDITS 183,327. WORLD WAR II PAVILIONS, INC. - INVESTMENT INCOME 11,410. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,337,037. SPECIAL EVENTS 120,256. WORLD WAR II THEATRE, INC. - OPERATIONS 4,981,333. RENTAL EXPENSE 286,713. WORLD WAR II PAVILIONS, INC. - OPERATIONS 51,219. EXTRAORDINARY LOSS - DEMOLISHED PROPERTIES 36,712. GIFTS IN KIND 432,546. X X X X X X 1 EDGE DIRECT LLC ATTN MICHELLE VANCE PO BOX 840 TULSA OK 741010840 CONSULTING 0 6022965 305978 5716987 ODELL SIMMS & ASSOCIATES 7704 LEESBURG PIKE FALLS CHURCH VA 22043 MAIL DESIGN 0 0 2645 -2645 DAVID ALTSHULER COMPANY INC 63 VINE ROAD LARCHMONT NY 10538 CONSULTING 0 0 14000 -14000 BARTON COTTON ATTN NICK ESTES 3030 WATERVIEW AVE BALTIMORE MD 21230 CONSULTING 0 0 39611 -39611 JULIA WALKER 2619 NASHVILLE AVE NEW ORLEANS LA 70115 CONSULTING 0 0 7000 -7000 WILLIAM PRYOR 1427 ST MARY STREET NEW ORLEANS LA 70130 CONSULTING 0 0 101748 -101748 6022965 470982 5551983 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 383500 284145 99355 120256 383500 284145 99355 120256 120256 -20901 1 IBERVILLE PARISH SCHOOL BOARD DBA IBERVILLE MATH SCIENCE AND ARTS ACADEMY PO BOX 717 PLAQUEMINE LA 70765 726000552 15749 FMV - CASH TRAVEL FOR 22 STUDENTS TO ATTEND THE NATIONAL HISTORY DAY CONTEST @ $715.86 EACH SMALL GRANTS WERE AWARDED TO NATIONAL HISTORY DAY WINNERS FROM LOUISIANA TO COVER COST OF TRAVEL TO WASHINGTON DC FOR THE NATIONAL COMPETITION. 25 17896 FMV - CASH X X X X X 0 0 0 0 0 0 0 0 0 GORDON H NICK MUELLER PHD 353194 0 32500 0 24659 0 45000 0 0 0 455353 0 0 0 ROBERT W FARNSWORTH 256529 0 66000 0 0 0 15600 0 0 0 338129 0 0 0 REBECCA ALBRECHT MACKIE 201844 0 19872 0 0 0 10031 0 0 0 231747 0 0 0 STEPHEN WATSON 197497 0 19458 0 0 0 13290 0 0 0 230245 0 0 0 THEODORE SOLOMON FAMILY MEMBER 153644 SUPPLIER 0 GORDON MUELLER FAMILY MEMBER 25800 EMPLOYEE 0 REBECCA MACKIE FAMILY MEMBER 41450 EMPLOYEE 0 JOHN HARNSTON BANK OFFICER 628929 BANK SERVICES 0 CLELAND POWELL BANK OFFICER 222516 BANK SERVICES 0 X 11 1311298 FMV X 4274 0 NOT VALUED X RETAIL MERCHANDISE 1 828 FMV X EQUIPMENT AND SUPPLIES 3 12301 FMV X AUCTION ITEMS 35 26556 FMV X PREMIUMS 1 254036 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -696,957. DONATED SERVICES AND USE OF FACILITIES: 275,220. TOTAL TO FORM 990, PART XI, LINE 5: -421,737. 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 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 WORLD WAR II THEATRE INC J 553501 WORLD WAR II THEATRE INC D 924182 WWII PAVILIONS INC D 14673397 WORLD WAR II THEATRE INC I 10000