2011-06-30T14:34:43-05:00 2010-06-30 Bourgeois Bennett LLC 111 Veterans Blvd 17th Floor Metairie LA 70005 990 2009-07-01 721200790 The National World War II Museum Inc NATI 5045276012 945 Magazine Street New Orleans LA 70130 Rebecca Albrecht Mackie 5045276012 2011-06-21 1 Laurence R Holmes 5048314949 2009 2016-02-24 21:20:13Z X Gordon Mueller 945 Magazine Street New Orleans LA 70130 34039268 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. 49 46 276 345 0 0 34112737 24921256 1409074 4237400 18135 1249510 544350 1877564 36084296 32285730 0 0 5724393 8080155 223233 289498 2816654 7855652 11442317 13803278 19811970 22281018 12473760 93257381 106358829 5350797 5259618 87906584 101099211 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 6664472 0 5894694 To Perform those actions necessary for the support and enhancement of the visitor experience at the National World War II Museum and the development of its collections, artifacts, and exhibits. 5437915 0 0 To develop and operate programs to expand public knowledge of the American experience during WWII and the work of the National World War II Museum in preserving the memories and artifacts associated with that historic time. 1669543 0 0 To plan and carry out the expansion of the National D-Day Museum into the National WWII Museum. 13771930 1 1 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 1 47 0 1 276 1 0 1 CJ 0 0 0 1 1 0 0 0 0 1 0 0 0 49 46 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 Rebecca MACKIE 5045276012 945 Magazine Street New Orleans LA 70130 Dr Gordon H Mueller 40.00 X X X X 403152 0 0 Philip G Satre 8.00 X X 0 0 0 Herschel L Abbott Jr 8.00 X X 0 0 0 James A Courter 4.00 X X 0 0 0 Harold J Bouillion 4.00 X X 0 0 0 Dr Timothy P Ryan 2.00 X 0 0 0 Governor Pete Wilson 2.00 X 0 0 0 Mrs Stephen E Ambrose 2.00 X 0 0 0 Todd Anton 2.00 X 0 0 0 The Honorable Diana Bajoie 2.00 X 0 0 0 James Barksdale 2.00 X 0 0 0 Brandon Berger 2.00 X 0 0 0 William A Bisso III 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 Raymond C Burton 2.00 X 0 0 0 Thomas B Coleman 2.00 X 0 0 0 Angus R Cooper II 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 Fisher 2.00 X 0 0 0 Alan I Franco 2.00 X 0 0 0 Louis M Freeman 2.00 X 0 0 0 John D Georges 2.00 X 0 0 0 Robert T 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 Koerner 2.00 X 0 0 0 Mark R Konjevod 2.00 X 0 0 0 Kevin J Lilly 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 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 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 T G Solomon 2.00 X 0 0 0 Frank B Stewart Jr 2.00 X 0 0 0 Caroll Suggs 2.00 X 0 0 0 Paul Tagliabue 2.00 X 0 0 0 David R Voelker 2.00 X 0 0 0 Virginia Eason Weinmann 2.00 X 0 0 0 Bruce H Whitman 2.00 X 0 0 0 Robert W Farnsworth 40.00 X X 359421 0 5250 K Marianne Berner 40.00 X X 144005 0 0 Rebecca Albrecht Mackie 40.00 X X 205947 0 1742 Stephen J Watson 40.00 X X 192973 0 5114 1305498 0 12106 9 0 1 0 Peter Mayer Advertising 324 Camp Street New Orleans LA 70130 Advertising 903122 MAIL AMERICA COMMUNICATIONS P O BOX 643184 CINCINNATI OH 452643184 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 Design Mailings 403299 26 673391 689575 5635995 17922295 84518 24921256 Admissions 900099 4237400 4237400 4237400 1320295 1320295 488168 111001 377167 377167 377167 70785 -70785 -70785 -70785 55140 689575 217055 -161915 -161915 3011991 1354697 1657294 1657294 Other revenue - Exclud 900099 5018 5018 5018 32285730 5894694 0 1469780 1317604 562758 610841 144005 5817494 4763635 256557 797302 112301 50085 50800 11416 290764 229071 22218 39475 541992 425282 50169 66541 65158 3940 58321 2897 59000 59000 289498 289498 710611 426141 284270 200 1287222 1193725 2290 91207 3181644 1792066 455908 933670 1861129 1040768 820361 310120 183860 15335 110925 76450 76450 1426866 1426866 Educational Programming 1098369 1086294 5511 6564 Misc. Operating Exp. 370725 19439 94119 257167 Fees, Licenses, Permits 356555 65842 288038 2675 Consultants 288386 199351 89035 Webdesign 97984 95734 0 2250 252098 130623 60613 60862 19811970 13771930 3223386 2816654 X 3365530 1517231 825906 1022393 4348097 10502985 11948160 10510821 24719480 30730066 401923 656395 109659 355834 53529577 12566230 40921759 40963347 3088141 3709091 7720162 8930290 93257381 106358829 1116697 2159673 14100 454945 2720000 2645000 1500000 0 5350797 5259618 X 67067495 90016486 16367482 6345300 4471607 4737425 87906584 101099211 93257381 106358829 X 0 1 1 X 1 1 X 12733688 13248875 16496824 34112737 24921256 101513380 12733688 13248875 16496824 34112737 24921256 101513380 467213 101046167 527697 1193231 930382 748915 1808463 5208688 40894 28430 69324 1163912 305759 485908 4621 5018 1965218 108756610 16781778 0.92910 0.93740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 4541333 403840 628271 5573444 3866915 951967 -277549 4541333 0.11000 0.89000 0 0 7170911 7170911 29387866 9180575 20207291 5163375 3385655 1777720 11807425 11807425 40963347 Collections 5655292 Other Assets 290914 Due from World War II Theatre, Inc. 2493089 DUE FROM WORLD WAR II PAVILIONS, INC. 490995 8930290 32285730 19811970 12473760 620950 97918 718868 13192628 36752623 620950 3845943 4466893 32285730 0 32285730 24826239 5014268 5014268 19811971 0 19811971 Part III, Line 1a: At June 30, 2010 and 2009, collections consist of four 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 Museums 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 80,000 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 X: Description of Uncertain Tax Positions Under FIN 48: Effective July 1, 2009, the Museum adopted FASB ASC 740-10, Accounting for Uncertain Tax Positions. This accounting standard provides detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in an entity's consolidated financial statements. It requires an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. The adoption of this standard had no material effect on the Museum's net assets, changes in net assets, or cash flows for the year ended June 30, 2010. Tax years ended June 30, 2007 and later remain subject to examination by the taxing authorities. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold: 1354697. Special Events: 217055. Gifts in Kind: 97918. World War II Theatre, Inc. - Investment Income: 50862. World War II Theatre, Inc. - New Market Tax Credits: 1943625. Rental Expense: 111001. Extraordinary Loss - Demolished Properties: 70785. Part XIII, Line 2d - Other Adjustments: Cost of Goods Sold: 1354697. Special Events: 217055. World War II Theatre, Inc. - operations: 3260656. World War II Pavilions, Inc. - operations: 72. Rounding: 2. Rental Expense: 111001. Extraordinary Loss - Demolished Properties: 70785. X X X X X X 1 Odell Simms & Associates Mail Design 0 5489690 342784 5146906 K Marianne Berner Key employee 0 0 121730 -121730 David Altschuler Consulting 0 0 19572 -19572 Edmund Carlson Associates Consulting 0 0 28162 -28162 Group Direct Consulting 0 0 15000 -15000 5489690 527248 4962442 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 415210 370015 45195 138472 American Spirit 329505 319560 9945 78583 744715 689575 55140 217055 217055 -161915 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Dr Gordon H Mueller 333493 0 0 0 69659 0 0 0 0 0 403152 0 0 0 Robert W Farnsworth 253421 0 106000 0 0 0 5250 0 0 0 364671 0 0 0 Rebecca Albrecht Mackie 177947 0 28000 0 0 0 1742 0 0 0 207689 0 0 0 Stephen J Watson 164973 0 28000 0 0 0 5114 0 0 0 198087 0 0 0 Theodore Solomon Family Member 166288 Supplier 0 Alan Franco Family member and employee 108527 Supplier 0 X 6 84518 fmv X 15302 Not valued 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 Organization documents are made available to the public upon request. Amended Form 990 Statement of Changes to Amended Return This return is being amended to correct the allocation of functional expenses. The following parts changed: Page 1, part 1, line 16b: Total fundraising expenses decreased to $2,816,654. Page 2, part III, line 4c: Expenses for this program increased to $1,669,543. Page 2, part III, line 4e: Total program service expenses increased to $13,771,930. Page 10, part IX, Line 24a: Educational Programming Expenses were reallocated. Program expense increased to $1,086,294 and fundraising expense decreased to $6,564. 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 WW II 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 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 World War II Theatre Inc J 502500 World War II Theatre Inc D 2493089 World War II Pavilions Inc D 490995