2024-07-26T06:53:22-05:00 2023-12-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2023-01-01 251830984 MILITARY HERITAGE FOUNDATION MILI 7172581102 PO BOX 839 CARLISLE PA 17013 JULIE GERMANY PRESIDENT 7172581102 2024-07-23 1 1 JAMES P SHELLENBERGER P02449735 7177617910 2024-07-23 X 2023 2024-08-08 14:25:15Z ARMY HERITAGE CENTER FOUNDATION JULIE GERMANY PO BOX 839 CARLISLE PA 17013 1132471 0 X WWW.ARMYHERITAGE.ORG X 1999 PA TO PROMOTE THE DEVELOPMENT OF THE U.S. ARMY HERITAGE AND EDUCATION CENTER (USAHEC) AND ITS PROGRAMS AND TO SUSTAIN AND ENHANCE THE CENTER'S AND THE FOUNDATION'S ABILITY TO INFORM AND EDUCATE THE AMERICAN PUBLIC ON THE CONTRIBUTIONS OF SOLDIERS AND THE U.S. ARMY TO OUR NATION. 18 18 12 195 0 0 889978 477481 110921 188529 -122115 99688 177564 129150 1056348 894848 0 0 0 0 465462 418075 0 0 200852 502324 571279 967786 989354 88562 -94506 2261703 2279822 41654 56553 2220049 2223269 X TO PROMOTE THE DEVELOPMENT OF THE U.S. ARMY HERITAGE AND EDUCATION CENTER (USAHEC) AND ITS PROGRAMS AND TO SUSTAIN AND ENHANCE THE CENTER'S AND THE FOUNDATION'S ABILITY TO INFORM AND EDUCATE THE AMERICAN PUBLIC ON THE CONTRIBUTIONS OF SOLDIERS AND THE U.S. ARMY TO OUR NATION. 0 0 156901 SUPPORT TO THE U.S. ARMY. THE ARMY HERITAGE CENTER FOUNDATION CONTINUED ITS EFFORTS IN 2023 TO SUPPORT THE U.S. ARMY BY ADVANCING THE DEVELOPMENT OF THE U.S. ARMY HERITAGE AND EDUCATION CENTER (USAHEC); PROMOTING THE CENTER AS A MAJOR RESEARCH CENTER; AND ENHANCING ITS COLLECTIONS, PROGRAMS, AND OUTREACH. IN 2023, THE FOUNDATION EXPENDED $217,238 TO SUPPORT THESE OBJECTIVES, WHICH INCLUDED $61,337 OF CONTRIBUTED SERVICES. AT THE NOVEMBER 2022 BOARD MEETING, THE TIMELINE OF THE CAPITAL CAMPAIGN THAT WILL SUPPORT THE FUTURE EXPANSION OF THE HALL OF THE AMERICAN SOLDIER - A 30,000 SQUARE FOOT, WAS EXTENDED IN 2026 OR BEYOND DUE TO SIGNIFICANT COST ESCALATION AND COVID RESTRICTIONS ON FUNDRAISING THAT HAD LIMITED TRAVEL AND IN PERSON CONVERSATIONS. THE FOUNDATION DID, HOWEVER, SEEK AND OBTAIN A COMMONWEALTH OF PENNSYLVANIA REDEVELOPMENT ASSISTANCE CAPITAL PROGRAM MATCHING GRANT (RACP) TO ENHANCE THE SPACE AROUND THE EVENT PAVILION AND IMPROVE HANDICAP ACCESS TO THE LOCATION. GRANT CONTRACT AT THE END OF 2023 WITH THE COMMONWEALTH WAS PENDING. THE FOUNDATION'S ACTIVE ROLE WORKING WITH POTENTIAL DONORS OF ARTIFACT, MANUSCRIPT, AND LIBRARY COLLECTIONS WAS MAINTAINED. IN 2023, THE FOUNDATION FACILITATED 56 IN-KIND DONATIONS THAT WERE PROCESSED AND/OR TRANSFERRED TO THE ARMY WITH A VALUE OF $6,010.41. 175191 179599 EDUCATIONAL PROGRAMSTHE FOUNDATION'S EDUCATION PROGRAMS CONTINUED TO PROMOTE THE USE OF USAHEC'S COLLECTIONS, THE STUDY OF HISTORY, AND OUTREACH TO STUDENTS, TEACHERS, AND MEMBERS OF THE PUBLIC ON A LOCAL, REGIONAL, AND NATIONAL BASIS. THE FOUNDATION EXPENDED $175,191 ON THESE INITIATIVES.FOR 2023, THE FOUNDATION AGAIN MANAGED THE NATIONAL HISTORY DAY IN PENNSYLVANIA (NHD IN PA) PROGRAM. FOUNDATION STAFF WORKING WITH OUR PARTNERS FACILITATED REGIONAL CONTESTS AND PLANNED AND EXECUTED THE STATE CONTEST AT SCRANTON UNIVERSITY. THE CONTEST AT THE STATE LEVEL SUPPORTED APPROXIMATELY 570 STUDENTS AND STUDENT TEAMS AND RESULTED IN 62 ATTENDING THE NATIONAL CONTEST THAT CONTINUED AS A VIRTUAL EVENT. AS A COMPONENT OF NATIONAL HISTORY DAY, THE STAFF ALSO CONTINUED ITS QUARTERLY TEACHER WORKSHOP PROGRAM IN 2023 TO INCLUDE BOTH ONSITE AND VIRTUAL PROGRAM. FINALLY, IN ITS EFFORTS TO BUILD A COLLECTION OF SOLDIER STORIES ON THE FOUNDATION'S WEBSITE THAT ARE AVAILABLE AT NO COST TO USERS THE FOUNDATION ADDED 5 STORIES TO THE PAGE.THROUGHOUT THE YEAR, THE EDUCATION PROGRAM CONTINUED TO MAINTAIN ITS INTERACTION WITH VETERANS AND STUDENTS. OUR PARTNERSHIP WITH CUMBERLAND VALLEY HIGH SCHOOL CONTINUED, AND IN 2023, WE PAIRED 36 STUDENTS AND 18 VETERANS WHO PARTICIPATED IN THE VETERANS ORAL HISTORY PROGRAM. THE VETERANS' CAFE THAT IN THE PAST BROUGHT VETERANS OF ALL SERVICES AND ERAS TOGETHER TO ENJOY A MEAL TOGETHER AND SHARE STORIES OF SERVICE TRANSITIONED BACK TO IN PERSON EVENTS WITH 6 ON SITE PROGRAMS. FINALLY, THE FOUNDATION'S SOLDIER EXPERIENCE HISTORY SUMMER CAMP PROGRAM EXPANDED AND IN 2023, 122 CAMPERS PARTICIPATED IN THE PROGRAM (WEEKLONG, EVENING, AND WEEKEND SESSIONS). 110517 70991 MUSEUM STOREIN 2023, THE MUSEUM STORE CONTINUED TO FACE CHALLENGES DUE TO CONTINUED REDUCED ONSITE VISITATION. THE STORE LOST $39,526.00 IN CY23. 217788 8930 OTHER GENERAL PROGRAM SERVICES INCLUDED FUNDS TO SUPPORT PUBLIC, MEMBER, AND FOUNDATION FOCUSED PROGRAMS. THESE INCLUDED EXPENSES OF STAFF TIME PERFORMING RESEARCH FOR THE GENERAL PUBLIC, PRESENTING LECTURES AND BRIEFINGS TO A VARIETY OF GROUPS, NEWSLETTERS TO FOUNDATION MEMBERS, AND SPECIAL EVENTS. THE FOUNDATION'S LECTURE PROGRAM CONTINUED TO PROVIDE NATIONAL SUPPORT THROUGH WEBINARS. DURING 2023, THE FOUNDATION HOSTED 16 LECTURE PROGRAMS. MORE THAN 1,200 UNIQUE INDIVIDUALS ATTENDED THE LECTURES AT THE TIME OF THEIR PRESENTATION, AND MORE THAN 43,800 VIEWED THE PRESENTATIONS WITHIN SIX MONTHS OF THEIR POSTING ON THE FOUNDATION'S YOUTUBE CHANNEL. IN 2023, THE FOUNDATION HOSTED TWO ON SITE DINNERS. THE ARMY BIRTHDAY PROGRAM FEATURED A CIVIL WAR ERA REENACTOR BRASS BAND. IN NOVEMBER 2023, THE FOUNDATION'S MEMBERSHIP AND RECOGNITION DINNER OCCURRED WITH HONORING BG ROBERT STEWART, USA RETIRED, THE ARMY'S FIRST ACTIVE DUTY ASTRONAUT, AND OPERATION DEPLOY YOUR DRESS FOR THEIR ASSISTANCE WITH OBTAINING AND DONATING FORMALWEAR FOR MILITARY BALLS.ALSO CONTINUING IN 2023 WAS THE FOUNDATION'S SUPPORT OF ARMY MANDATED BATTLEFIELD STAFF RIDES FOR TO BE COMMISSIONED ROTC CADETS. THE FOUNDATION PARTNERED WITH TRAINED AND LICENSED GETTYSBURG BATTLEFIELD GUIDES TO PROVIDE FACILITATORS FOR THE STAFF RIDES. CADETS ALSO VISIT USAHEC TO LEARN ABOUT THE CENTER. SOME EVEN STAY IN THE ONSITE REPLICA WWII BARRACKS TO OFFSET LODGING COSTS. IN 2023, THE FOUNDATION HOSTED 26 SCHOOLS FOR THESE STAFF RIDES. IN ADDITION, THE FOUNDATION PARTNERED FOR OR HOSTED ADDITIONAL EDUCATIONAL PROGRAMS. THE FOUNDATION PARTNERED WITH AUSA HUNTSVILLE CHAPTER IN MAY FOR A PROGRAM IN ALABAMA FOCUSING ON VETERANS OF THE VIETNAM WAR'S BATTLE OF THE IA DRANG. IN SEPTEMBER, THE FOUNDATION PRESENTED A PROGRAM ON CRISIS LEADERSHIP IN OXFORD, MISSISSIPPI. AT THE AUSA NATIONAL CONVENTION HELD IN OCTOBER IN WASHINGTON, DC. THE FOUNDATION HOSTED A PROGRAM DRAWING ATTENTION TO VETERANS OF THE BATTLE OF MOGADISHU. LASTLY, IN NOVEMBER, THE FOUNDATION HOSTED GENERAL DAVID PETRAEUS, USA RETIRED FOR A BOOK TALK AT USAHEC. 217788 8930 660397 1 1 0 0 0 1 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 12 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY LA MA ME MD MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X X ORGANIZATION 7172581102 PO BOX 839 CARLISLE PA 17013 JULIE BARKO GERMANY PRESIDENT (STARTING 4/23) 48.00 X X 43750 0 0 ROBERT M DIAMOND BOARD CHAIR 3.00 X X 0 0 0 GREGORY ATTORRI BOARD VICE CHAIR 1.00 X X 0 0 0 SHAWN BRUBAKER BOARD TREASURER 1.00 X X 0 0 0 JOSEPH CAPITA BOARD SECRETARY 1.50 X X 0 0 0 ROBERT DESOUSA BOARD MEMBER (THROUGH 4/23) 1.00 X 0 0 0 GEORGE FISCHER BOARD MEMBER (THROUGH 9/23) 1.00 X 0 0 0 GRACIE GALLOWAY BOARD MEMBER (STARTING 8/23) 1.00 X 0 0 0 DEREK LEO BOARD MEMBER 1.00 X 0 0 0 MICHAEL LITTENBERG BOARD MEMBER 1.00 X 0 0 0 KATIE MCHENRY BOARD MEMBER 1.00 X 0 0 0 JEFFREY MOORE BOARD MEMBER (STARTING 8/23) 1.00 X 0 0 0 MICHAEL O'BRIEN BOARD MEMBER 1.00 X 0 0 0 GERALD O-KEEFE BOARD MEMBER (THROUGH 12/23) 1.00 X 0 0 0 JAMES OTTEVAERE BOARD MEMBER 1.00 X 0 0 0 PAUL PARDEW BOARD MEMBER 1.00 X 0 0 0 CHARLES PEDE BOARD MEMBER 1.00 X 0 0 0 JUANITA SALES LEE BOARD MEMBER (THROUGH 5/23) 1.00 X 0 0 0 PETER VANGJEL BOARD MEMBER (STARTING 8/23) 1.00 X 0 0 0 ROBERT WILBURN BOARD MEMBER 1.00 X 0 0 0 JAMES WILLIAMS BOARD MEMBER 1.00 X 0 0 0 KENNETH WONG BOARD MEMBER (STARTING 8/23) 1.00 X 0 0 0 LEE WOOLLEY BOARD MEMBER (STARTING 8/23) 1.00 X 0 0 0 EDWIN M PERRY PRESIDENT AND CEO (THROUGH 4/23) 48.00 X 38870 0 0 82620 0 0 0 0 0 0 0 4497 60612 412372 131527 477481 NATIONAL HISTORY DAY 611600 130149 130149 OTHER EDUCATIONAL PROGRAMS 900099 25599 25599 SUMMER CAMP REGISTRATION 900099 23851 23851 OTHER PROGRAM SERVICE REVENUE 900099 7672 7672 RESEARCHERS FOR HIRE 900099 1258 1258 188529 58893 58893 157284 116489 40795 40795 40795 88321 30162 58159 58159 161963 90972 70991 70991 894848 259520 0 157847 82620 50631 10585 21404 280546 171923 35944 72679 26930 16503 3450 6977 27979 17146 3585 7248 24018 24018 17160 17160 83797 18604 20943 44250 11766 11356 410 61709 28597 11620 21492 53337 36269 10134 6934 89371 82024 1272 6075 29841 29761 80 6598 5740 594 264 21634 8585 10875 2174 CONTRIBUTION TO U.S. AR 116901 116901 ADMINISTRATIVE AND OTHE 23721 16269 1381 6071 DIRECT PROGRAM EXPENSES 23046 17690 72 5284 CONSTRUCTION AND BRICK 4411 4411 3969 3969 989354 660397 128105 200852 347448 314538 211958 227975 13700 10200 2310 2310 16679 19645 19214 21660 208487 196263 18822 12224 1631572 1671270 2261703 2279822 41654 56553 41654 56553 X 720745 568262 1499304 1655007 2220049 2223269 2261703 2279822 -94506 97726 0 X X 0 1 X 1 0 X 570279 354919 807482 889978 538818 3161476 570279 354919 807482 889978 538818 3161476 412258 2749218 22946 62125 80784 41651 58893 266399 64987 31512 53857 106059 59659 316074 3743949 1029413 0.73430 0.80500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 624669 1 1 X PENDING TRANSFER TO U.S. ARMY 0 58871 8469 16196 51144 73789 9570 24488 58871 67390 9160 2761 73789 60409 131 9506 2656 67390 51549 318 10792 2250 60409 1.00000 0 0 144494 144116 378 63993 52147 11846 12224 X 1084073 97726 61337 30162 189225 894848 0 894848 1080853 61337 30162 91499 989354 0 989354 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION ADHERES TO THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. ASC 740 ESTABLISHES RULES FOR RECOGNIZING AND MEASURING TAX POSITIONS TAKEN IN AN INCOME TAX RETURN, INCLUDING DISCLOSURES OF UNCERTAIN TAX POSITIONS (UTPS). ASC 740 MANDATES THAT COMPANIES EVALUATE ALL MATERIAL INCOME TAX POSITIONS FOR PERIODS THAT REMAIN OPEN UNDER APPLICABLE STATUTES OF LIMITATION, AS WELL AS POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. THE UTP RULES THEN IMPOSE A RECOGNITION THRESHOLD ON EACH TAX POSITION. AN ORGANIZATION CAN RECOGNIZE AN INCOME TAX BENEFIT ONLY IF THE POSITION HAS A "MORE LIKELY THAN NOT" (I.E., MORE THAN 50 PERCENT) CHANCE OF BEING SUSTAINED ON THE TECHNICAL MERITS. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE FOUNDATION HAS TAKEN NO MATERIAL TAX POSITIONS ON ITS APPLICABLE TAX FILINGS THAT DO NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD. AS A RESULT, NO AMOUNT FOR UTPS HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 30,162. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 30,162. MEMBERSHIP DINNER 56041 56041 15236 5127 ARMY BIRTHDAY DINNER 31530 31530 3894 3036 87571 87571 19130 8163 27293 60278 X HISTORICAL COLLECTIONS 175 131527 APPRAISAL 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE MEMBERS ARE GIVEN COPIES OF THE 990 FOR REVIEW AND DISCUSS ANY QUESTIONS WHICH MAY ARISE WITH MANAGEMENT OF THE ORGANIZATION. UPON COMMITTEE APPROVAL, THE FORM 990 IS THEN DISTRIBUTED TO THE REST OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT AND CEO OVERSEES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND COMPARABLE DATA IS CONSIDERED. ALL COMPENSATION CONSIDERATIONS ARE DOCUMENTED BY THE ORGANIZATION. KEY EMPLOYEES SALARIES ARE COMPARED TO OUTSIDE ORGANIZATIONS FOR THE AREA AND SIZE OF THE ORGANIZATION TO DETERMINE REASONABLENESS. SALARIES ARE APPROVED BY THE BOARD AND DOCUMENTATION IS MAINTAINED BY THE ORGANIZATION TO SUPPORT. FORM 990, PART VI, SECTION C, LINE 19 FOUNDATION BYLAWS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, ANNUAL REPORT, AND IRS 990 ARE AVAILABLE UPON REQUEST. THE ANNUAL REPORT AND IRS 990 ARE PUBLISHED ON THE FOUNDATION'S WEBSITE. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.