2023-07-18T08:42:31-05:00 2022-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2022-01-01 521513535 WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION INC WOME 7035331155 200 N GLEBE ROAD 400 ARLINGTON VA 22203 CW5 PHYLLIS WILSON RET PRESIDENT 7035331155 2023-07-18 1 CW PHYLLIS WILSON RET XXX-XX-XXXX 0 LISA JOHNSON P01250416 4106855512 2023-07-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CW5 PHYLLIS WILSON RET 200 N GLEBE ROAD 400 ARLINGTON VA 22203 8671745 0 X WWW.WOMENSMEMORIAL.ORG X 1985 DC EDUCATE & ENGAGE THE PUBLIC IN THE PAST, PRESENT & FUTURE OF WOMEN'S MILITARY SERVICE IN AMERICA. 15 14 33 115 0 0 5417242 8277780 82548 69377 9135 25490 367670 -110215 5876595 8262432 0 0 0 0 2309629 1944231 260035 532675 976409 4124076 3613541 6693740 6090447 -817145 2171985 11722569 15103971 1384916 2597581 10337653 12506390 X OUR MISSION IS TO EDUCATE AND ENGAGE THE PUBLIC IN THE PAST, PRESENT AND FUTURE OF WOMEN'S MILITARY SERVICE. SUPPORTED BY OUR COLLECTIONS, OUR INNOVATIVE EXHIBITIONS AND PUBLIC PROGRAMS, WE EDUCATE AND INSPIRE VISITORS WITH STORIES OF WOMEN'S SERVICE AND LEADERSHIP. 0 0 4429435 160129 SEE SCHEDULE OTHE FOUNDATION'S LARGEST PROGRAM SERVICE, THE MEMORIAL EDUCATION CENTER, IS THE ONLY NATIONAL HISTORICAL REPOSITORY DOCUMENTING THE CONTRIBUTIONS AND SERVICE OF ALL MILITARY WOMEN. WELCOMING MORE THAN 100,000 VISITORS ANNUALLY, WE EDUCATE AND INSPIRE THROUGH INNOVATIVE AND INTERACTIVE EXHIBITIONS USING OUR UNIQUE WORLD-CLASS COLLECTIONS. BEYOND OUR EXHIBITS, THE MEMORIAL EDUCATION CENTER OFFERS ENGAGING PROGRAMS AND EVENTS FOR ALL GENERATIONS. OUR THEATER HOSTS FREE EDUCATIONAL PROGRAMS AND FILM SCREENINGS OF MAJOR DOCUMENTARIES THAT HIGHLIGHT THE SERVICE OF MILITARY WOMEN, INCLUDING "THE SIX TRIPLE EIGHT: NO MAIL, LOW MORALE" THE AMAZING STORY OF THE ONLY ALL-BLACK ARMY POSTAL BATTALION IN WORLD WAR II. EDUCATIONAL TOURS, MEANWHILE, ARE OFTEN BASED ON VISITOR CHARACTERISTICS FOR INDIVIDUALS, HONOR FLIGHTS, SCHOOL GROUPS, AND BOTH DOMESTIC AND INTERNATIONAL TOUR GROUPS. DUE TO THE GLOBAL PANDEMIC, WE LEVERAGED DIGITAL TECHNOLOGY, EXPANDING OUR EDUCATIONAL PROGRAMMING TO A GLOBAL AUDIENCE. DIGITAL TECHNOLOGY ALSO ENABLED NEW PROGRAMMING, SUCH AS "HERSTORY," WHERE WE INTERVIEW AND HIGHLIGHT THE STORIES OF MILITARY WOMEN WHOSE CAREERS AND CONTRIBUTIONS PROVIDE INSPIRING AND VALUABLE LESSONS IN LEADERSHIP AND PERSEVERANCE. NATIONAL OUTREACH: IN ADDITION TO VIRTUAL/DIGITAL EFFORTS TO EXTEND OUR OUTREACH, WE ALSO HAVE VOLUNTEER AMBASSADORS IN EACH STATE WHO ARE ABLE TO ENGAGE LOCALLY WITH THEIR COMMUNITIES AND VETERAN ORGANIZATIONS TO PROVIDE EDUCATION ON MILITARY WOMEN'S SERVICE AND ITS IMPACT ON OUR NATION'S HISTORY.THOUGHT LEADERSHIP: HIGHLIGHTS FROM OUR LEADERSHIP DEVELOPMENT EFFORTS, MWM PARTNERED WITH BOOZ ALLEN HAMILTON AND WOMEN IN DEFENSE TO PRESENT AN ONLINE CONVERSATION WITH WOMEN LEADERS FROM ACROSS WITH DEFENSE SPACE TO LEARN HOW WOMEN SERVICE MEMBERS CAN TRANSITION INTO A CIVILIAN DEFENSE CAREER AND WHY IN-DEMAND TECH POSITIONS ESPECIALLY SHOULD BE CONSIDERED. WE ALSO PARTNERED WITH COMCAST/NBCUNIVERSAL, THE MEMORIAL TO HOST CNBC'S "FAST MONEY HALFTIME REPORT" WHICH BROUGHT TOGETHER A PANEL OF ACTIVE AND RETIRED MILITARY AND MILITARY FAMILIES TO DISCUSS LEADERSHIP, SERVICE AND PATHWAYS TO SUCCESSFUL PERSONAL AND FINANCIAL HEALTH. 4429435 1 1 0 1 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 33 1 0 0 0 0 1 1 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI ID IL IA IN KS LA KY MD MA ME MI MN MO MT MS NC ND NH NJ NM NV NY OH OK OR PA RI SD SC TN TX UT VT VA WA WI WV DE NE WY X X THE ORGANIZATION 7035331155 200 N GLEBE ROAD SUITE 400 ARLINGTON VA 22203 CW5 PHYLLIS J WILSON USA RET PRESIDENT 40.00 X X 139904 0 102 MG JEANETTE EDMUNDS USA RET CHAIR 1.00 X X 0 0 0 RADM NANCY LESCAVAGE USN RET VICE CHAIR 1.00 X X 0 0 0 JULIE I ENGLUND EDD TREASURER 1.00 X X 0 0 0 BRIG GEN BARBARA A GOODWIN USAF DIRECTOR 1.00 X 0 0 0 ESPEY T BROWNING JR USA VET DIRECTOR 1.00 X 0 0 0 MSGT MELISSA CRANE USMC RET DIRECTOR 1.00 X 0 0 0 BRENDA DAVIS USMC VET DIRECTOR 1.00 X 0 0 0 BRIG GEN EDEN J MURRIE USAF RET DIRECTOR 1.00 X 0 0 0 MELISSA L DUENAS DIRECTOR 1.00 X 0 0 0 MRS MARIAH SIXKILLER DIRECTOR 1.00 X 0 0 0 SEAN R MURTAGH CAPT USCG RET DIRECTOR 1.00 X 0 0 0 BRIG GEN ALLYSON SOLOMON USAF RET SECRETARY 1.00 X X 0 0 0 THE HONORABLE CARYN WAGNER USA VET DIRECTOR 1.00 X 0 0 0 ITCS PATRICIA M WARD USN RET DIRECTOR 1.00 X 0 0 0 MATTHEW X RYAN CHIEF FINANCIAL OFFICER (THRU MAY 22) 40.00 X 61392 0 51 MARY CLARE TOMASETTI CHIEF OF STAFF 40.00 X 110000 0 102 311296 0 255 2 0 0 0 MGAC 730 ELEVENTH ST NW WASHINGTON DC 20001 MEMORIAL RENOVATION PROJECT MANAGEMENT 298987 LYNCH PINNACLE GROUP LLC 3 BETHESDA METRO CENTER 430 BETHESDA MD 20814 FUNDRAISING 287675 SUSAN DAVIS INTERNATIONAL 1101 K ST NW WASHINGTON DC 20005 FUNDRAISING 245000 HISTORY FACTORY 1233 20TH ST NW SUITE 725 WASHINGTON DC 20036 COLLECTION MANAGEMENT 168067 GALLAGHER & ASSOCIATES 8665 GEORGIA AVE SILVER SPRING MD 20910 MEMORIAL EXHIBIT REDESIGN 102559 5 335025 2391035 5551720 8277780 MEMORIAL EVENTS 900099 69377 69377 69377 26670 26670 53 53 2400 0 2400 2400 2400 21184 22364 -1180 -1180 -1180 0 335025 212396 -212396 -212396 265305 174553 90752 90752 MISCELLANEOUS REVENUE 900099 8976 8976 8976 8262432 160129 0 -175477 X 201449 98004 68443 35002 1510897 1097544 301591 111762 103352 76856 18499 7997 128533 99459 18363 10711 6866 6866 38000 38000 532675 532675 835987 724662 91155 20170 44566 34485 6367 3714 151688 125044 16828 9816 392209 303493 56032 32684 42043 32533 6006 3504 84 65 12 7 1255635 1249473 3892 2270 34858 26973 4980 2905 MISCELLANEOUS EXPENSES 255875 198847 36018 21010 MEMORIAL UTILITIES 186871 186871 MAILING LIST EXPENSES 175444 175444 BANK AND CREDIT CARD FE 79452 61480 11351 6621 113963 113646 200 117 6090447 4429435 684603 976409 396844 951511 37270 29 824931 727816 6014 3386 125664 89043 115127 75917 32802420 23122210 7465322 9680210 2751397 2003742 0 1572317 11722569 15103971 696805 421991 688111 2175590 1384916 2597581 X 10080653 11712394 257000 793996 10337653 12506390 11722569 15103971 2171985 -3248 0 X 0 1 X 1 1 1 X 4718524 6624684 5667345 5417242 8277780 30705575 4718524 6624684 5667345 5417242 8277780 30705575 30705575 5911 36941 11937 7202 29123 91114 4215 6815 15000 13070 8976 48076 30844765 0.99550 0.99540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 4579200 4639200 381960 95490 0 0 372141 400939 381960 1155040 1732560 60000 60000 120000 93035 100235 95490 288760 433140 X X X X 0 30776 30776 30770 6 30776 30766 4 30770 29019911 22427389 6592522 326916 179350 147566 551068 515471 35597 2904525 2904525 9680210 RIGHT-OF-USE ASSETS 1572317 1572317 DEFERRED REVENUE 86500 ST LEASE LIABILITY 351889 LT LEASE LIABILITY 1737201 2175590 X 8511454 -3248 39874 212396 249022 8262432 0 8262432 6342717 39874 212396 252270 6090447 0 6090447 PART III, LINE 1A: WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION, INC. (THE FOUNDATION) RECEIVES ITEMS OF HISTORICAL SIGNIFICANCE DONATED FOR EXHIBITION AT THE MEMORIAL. THESE ITEMS INCLUDE MILITARY UNIFORMS AND OTHER GEAR FROM ALL MILITARY SERVICE BRANCHES; PRIVATE DIARIES AND LETTERS FROM WOMEN IN THE MILITARY; AND PHOTOS, POSTERS, NEWSPAPERS, AND OTHER PUBLISHED MATERIALS RELATING TO WOMEN WHO HAVE SERVED OR ARE SERVING IN THE MILITARY. IT IS NOT THE FOUNDATION'S POLICY TO CAPITALIZE THESE ITEMS. THE FOUNDATION MAINTAINS DETAILED RECORDS OF ALL DONATIONS, HAS POLICIES AND PROCEDURES ADDRESSING THE UPKEEP AND PRESERVATION OF THESE ITEMS, AND DISPLAYS A SELECTION OF THE COLLECTION ITEMS AT THE MEMORIAL. THE FOUNDATION HAD NO SIGNIFICANT DEACCESSIONS OR DISPOSALS OF COLLECTIONS DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021. PART III, LINE 4: ARTIFACTS: MILITARY-ISSUE PERSONAL ITEMS SUCH AS FIRST AID KITS AND GROOMING SUPPLIES; ITEMS REFLECTING POPULAR CULTURE SUCH AS PAPER DOLLS, BARBIES AND BUTTONS; PERSONAL COLLECTIBLES FROM SERVICE IN THE UNITED STATES AND OVERSEAS; AND MEDALS, INSIGNIA AND PATCHES. TEXTILES: UNIFORMS OF ALL SERVICES FROM WORLD WAR I TO THE PRESENT INCLUDING SERVICE DRESS, FORMAL, FATIGUE AND EXERCISE CLOTHING. AUDIOVISUALS: RECORDINGS OF WOMEN'S MILITARY BANDS, RECRUITING FILMS AND VIDEOS ABOUT MILITARY WOMEN. INSTITUTIONAL COLLECTION: FOUNDATION NEWSLETTERS AND PUBLICATIONS, WOMEN'S MEMORIAL MEMORY BOOK PAGES AND BLUEPRINTS; AND NATIONAL DESIGN COMPETITION ENTRIES. IN FEBRUARY 2000, THE FOUNDATION OFFICIALLY LAUNCHED THE ORAL HISTORY PROGRAM TO COLLECT THE PERSONAL STORIES OF VETERANS AND ACTIVE DUTY SERVICEWOMEN. THE ORAL HISTORY COLLECTION NOW HOUSES OVER 1,000 NARRATIVES FROM ALL BRANCHES FROM WORLD WAR I TO THE PRESENT. OUR RESOURCES ALSO INCLUDE A RESEARCH LIBRARY OF OVER 1,000 BOOKS BY AND ABOUT MILITARY WOMEN. THE WOMEN'S MEMORIAL FOUNDATION COLLECTION AND THE ORAL HISTORY COLLECTION ARE USED TO CREATE BOTH PERMANENT AND SPECIAL EXHIBITS IN THE WOMEN'S MEMORIAL, LOCATED AT THE GATEWAY TO ARLINGTON NATIONAL CEMETARY. THEY ARE ALSO AN IMPORTANT RESOURCE FOR THE FOUNDATION'S SPECIAL PROJECTS SUCH AS CALENDARS, BOOKS, BROCHURES, PRESENTATIONS, EDUCATIONAL MATERIALS, AND WEB-BASED PROJECTS. RESEARCHERS OF ALL KINDS-STUDENTS, BOOK AUTHORS, NEWSPAPERS AND MAGAZINES, THE MILITARY SERVICES, AND VETERANS ORGANIZATIONS AS WELL AS CONSTITUENTS MAY ALSO USE THE COLLECTIONS AND LIBRARY FOR SIMILAR PURPOSES. ITEMS FROM THE COLLECTIONS ARE ALSO AVAILABLE FOR LOAN TO MUSEUMS-FROM THE NATIONAL TO THE LOCAL LEVEL. PART V, LINE 4: THE FOUNDATION HAD DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR THE PURPOSE OF GENERATING EARNINGS TO PROVIDE SCHOLARSHIPS TO WOMEN WHO HAVE BEEN ACCEPTED FOR ENROLLMENT IN AN ACCREDITED INSTITUTION OF HIGHER LEARNING. DURING 2020, AS A RESULT OF AMENDED AGREEMENTS WITH THE DONORS, THE ENDOWMENT FUNDS WERE AMENDED FORM SCHOLARSHIP FUND ENDOWMENTS TO PURPOSE AND TIME RESTRICTED NET ASSETS WITH THE PURPOSE OF FUNDING ANNUAL INTERNSHIPS, RESEARCH GRANTS, AND SUPPORT TO THE FOUNDATIONS GENERAL OPERATING FUND. THE AMENDMENT TO THE ENDOWMENT FUND WAS SHOWN AS A RECLASSIFICATION OF NET ASSETS IN 2020. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3). INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE FOUNDATION DID NOT INCUR ANY UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS 212,396. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS 212,396. X X X X X 1 LYNCH PINNACLE GROUP LLC 3 BETHESDA METRO CENTER 430 BETHESDA MD 20814 0 2564755 287675 2277080 SUSAN DAVIS INTERNATIONAL 1101 K STREET NW WASHINGTON DC 20005 0 471500 245000 226500 3036255 532675 2503580 AK AL AR AZ CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 25TH ANNIVERSARY GALA 335025 335025 96930 70717 44749 335025 335025 96930 70717 44749 212396 -212396 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE SUMMER FULL BOARD MEETING, THE AUDIT COMMITTEE HAS A MEETING WITH THE INDEPENDENT AUDITOR TO DISCUSS THE RESULTS OF THE AUDIT/SINGLE AUDIT/FORM 990 WORK. FOLLOWING THE AUDIT COMMITTEE MEETING, THE FULL BOARD MEETS WITH THE AUDIT FIRM TO GO OVER THE SAME DOCUMENTS. DURING THIS FULL BOARD MEETING, THE BOARD VOTES TO "APPROVE" THE FORM 990 FOR SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C A WRITTEN CONFLICT OF INTEREST POLICY IS IN PLACE FOR ALL OFFICERS AND DIRECTORS OF THE FOUNDATION BOARD AND KEY FOUNDATION EMPLOYEES. IT REQUIRES THEM TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST DECLARATION PROVIDED BY THE FOUNDATION AND TO UPDATE SUCH DECLARATION AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. THE POLICY IS ADMINISTERED BY THE GOVERNANCE COMMITTEE. THE CHAIR OF THE GOVERNANCE COMMITTEE AND THE PRESIDENT ARE RESPONSIBLE FOR REVIEWING ANNUAL DECLARATIONS, RECEIVING DISCLOSURE OF POSSIBLE CONFLICTS, DOCUMENTING AND REVIEWING POSSIBLE CONFLICTS AND THEIR RESOLUTION AND REPORTING ON THE ADMINISTRATION OF THIS POLICY TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 IN ACCORDANCE WITH THE COMPENSATION POLICY ESTABLISHED BY THE GOVERNING BODY, THE RECOMMENDED COMPENSATION FOR THE PRESIDENT IS DEVELOPED BY THE COMPENSATION COMMITTEE, MADE UP OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE DEVELOPS A COMPENSATION RECOMMENDATION BASED ON A REVIEW OF COMPARABLY SIZED, PURPOSED AND LOCATED NONPROFITS. ONCE A RECOMMENDED COMPENSATION IS DEVELOPED, IT IS REVIEWED BY AN INDEPENDENT HR CONSULTANT BEFORE IT IS PRESENTED FOR APPROVAL BY THE FULL BOARD. COMPENSATION DECISIONS ARE DOCUMENTED IN WRITING AND FORWARDED TO THE FINANCE DEPARTMENT FOR IMPLEMENTATION. COMPENSATION IS REVIEWED ANNUALLY AS A PART OF THE PRESIDENT'S PERFORMANCE EVALUATION PROCESS. ANY COMPENSATION ADJUSTMENTS ARE DOCUMENTED IN WRITING AND FILED WITH THE FINANCE DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 18 THE LAST FOUR YEARS OF FORM 990 ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE (WOMENSMEMORIAL.ORG). THE FORM 990 IS ALSO AVAILABLE VIA PUBLIC CHARITY SITES LIKE CHARITY NAVIGATOR AND IS AVAILABLE TO ANYONE BY REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE LAST FOUR YEARS AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE, WHILE BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE ALL AVAILABLE BY REQUEST. FORM 990, PART IX, LINE 11G IT SERVICES: PROGRAM SERVICE EXPENSES 104,033. MANAGEMENT AND GENERAL EXPENSES 19,207. FUNDRAISING EXPENSES 11,204. TOTAL EXPENSES 134,444. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 620,629. MANAGEMENT AND GENERAL EXPENSES 71,948. FUNDRAISING EXPENSES 8,966. TOTAL EXPENSES 701,543.