2025-08-18T07:28:52-05:00 2024-12-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2024-01-01 251830984 MILITARY HERITAGE FOUNDATION MILI 7172581102 PO BOX 839 CARLISLE PA 17013 JULIE GERMANY PRESIDENT 7172581102 2025-08-15 1 1 JAMES P SHELLENBERGER P02449735 7177617910 2025-08-15 X 2024 2025-03-06 01:10:19Z ARMY HERITAGE CENTER FOUNDATION JULIE GERMANY PO BOX 839 CARLISLE PA 17013 1438981 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. 22 22 11 168 0 0 477481 881113 188529 167944 99688 103815 129150 173208 894848 1326080 0 0 0 0 418075 313203 0 0 126261 571279 542270 989354 855473 -94506 470607 2279822 2819761 56553 31997 2223269 2787764 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 92395 SUPPORT TO THE U.S. ARMY. THE ARMY HERITAGE CENTER FOUNDATION CONTINUED ITS EFFORTS IN 2024 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 2024, THE FOUNDATION EXPENDED $128,021 TO SUPPORT THESE OBJECTIVES.BASED ON STATED NEEDS FROM THE ARMY, THE CAPITAL CAMPAIGN TO SUPPORT THE FUTURE EXPANSION OF THE HALL OF THE AMERICAN SOLDIER WAS DISCONTINUED. 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. THE FOUNDATION SPENT 2024 WORKING WITH THE ARMY AND A LANDSCAPE ARCHITECT ON THE DESIGN OF THE ENHANCEMENTS TO THE PAVILION AREA TO INCLUDE CONCRETE PATHWAYS TO THE AREA FROM THE FRONT OF THE COMPLEX, ADDITIONAL SEATING, A STAGE, AND A FIRE PIT. THE FOUNDATION'S ACTIVE ROLE WORKING WITH POTENTIAL DONORS OF MANUSCRIPT AND LIBRARY COLLECTIONS WAS MAINTAINED. IN 2024, THE FOUNDATION FACILITATED 18 IN-KIND DONATIONS THAT WERE PROCESSED AND/OR TRANSFERRED TO THE ARMY WITH A VALUE OF $4,366.88. 145985 89658 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 $130,028 ON THESE INITIATIVES.FOR 2024, 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. 130470 93777 MUSEUM STOREIN 2024, THE MUSEUM STORE CONTINUED TO FACE CHALLENGES DUE TO CONTINUED REDUCED ONSITE VISITATION. THE STORE MADE $4877.72 IN 2024. 204928 78286 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.IN 2024, THE FOUNDATION HOSTED TWO ON SITE DINNERS. THE ARMY BIRTHDAY PROGRAM IN JUNE FEATURED THE CARLISLE TOWN BAND. IN NOVEMBER 2024, THE FOUNDATION'S MEMBERSHIP AND RECOGNITION DINNER OCCURRED WITH HONORING FORMER PENNSYLVANIA GOVERNOR THOMAS CORBETT, AND THE FIRST TROOP PHILADELPHIA CITY CAVALRY.ALSO CONTINUING IN 2024 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. PLANS TO EXPAND THE PROGRAM NATIONALLY AND ADD ADDITIONAL MUSEUM LOCATIONS FOR THE CADETS TO VISIT WERE PUT IN PLACE DUE TO THE CREATION OF THE COLONEL DONALD ESPER ROTC ENDOWMENT. IN 2024, 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 OPERATION EAGLE CLAW. AT THE AUSA NATIONAL CONVENTION HELD IN OCTOBER IN WASHINGTON, DC., THE FOUNDATION HOSTED AN INFORMATIONAL BOOTH. THE FOUNDATION ALSO HELD A SNEAK PEAK RECEPTION FOR USAHEC'S NEWEST EXHIBIT, MYRIAD. IN JUNE, THE FOUNDATION HOSTED A VETERAN'S CAFE PROGRAM WITH MG GREGG MARTIN, USA RET. AS THE GUEST SPEAKER. IN SEPTEMBER THE FOUNDATION HOSTED THE 28TH INFANTRY DIVISION BAND FOR A CONCERT AT USAHEC. THE FOUNDATION ALSO WORKED WITH AUSA AUGUSTA CHAPTER ON A PROGRAM IN AUGUSTA FEATURING GENERAL DAVIS PETRAEUS, USA RETIRED, WHICH WAS UNFORTUNATELY CANCELLED LAST MINUTE DUE TO HURRICANE DAMAGE. IN DECEMBER, THE FOUNDATION HOSTED SERGEANT SANTA AT THE MUSEUM STORE.THE FOUNDATION ALSO SOLD FLAGS FOR MEMORIAL DAY AND VETERANS DAY TO HONOR VETERANS AND SOLDIERS. THE FLAGS WERE PLACED ON THE GROUNDS OF USAHEC 204928 78286 573778 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 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 48.00 X X 69813 0 0 ROBERT DESOUSAA BOARD CHAIR 5.00 X X 28716 0 0 SHAWN BRUBAKER BOARD TREASURER 1.00 X X 0 0 0 CHRISTIAN JOHNSON SECRETARY 1.00 X 0 0 0 JAMES BRECKENRIDG BOARD MEMBER 1.00 X 0 0 0 JULIAN BURNS BOARD MEMBER 1.00 X 0 0 0 DR RORY COOPER BOARD MEMBER 1.00 X 0 0 0 NANCY GESSNER BOARD MEMBER 1.00 X 0 0 0 DR GRACIE GALLOWAY BOARD MEMBER 1.00 X 0 0 0 ANDREW LEWIS 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 1.00 X 0 0 0 MICHAEL O'BRIEN BOARD MEMBER 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 GEORGE SMAWLEY BOARD MEMBER 1.00 X 0 0 0 KEVIN SUNDAY BOARD MEMBER 1.00 X 0 0 0 PETER VANGJEL BOARD MEMBER 1.00 X 0 0 0 JAMES WILLIAMS BOARD MEMBER 1.00 X 0 0 0 KENNETH WONG BOARD MEMBER 1.00 X 0 0 0 LEE WOOLLEY BOARD MEMBER 1.00 X 0 0 0 98529 0 0 0 0 0 0 0 790 36197 844126 114211 881113 NATIONAL HISTORY DAY 611600 86136 86136 OTHER PROGRAM SERVICE REVENUE 900099 75511 75511 RESEARCHERS FOR HIRE 900099 2775 2775 SOLDIERS WALK PROGRAM 900099 2425 2425 SUMMER CAMP REGISTRATION 900099 1097 1097 167944 67968 67968 47651 11804 35847 35847 35847 114526 35095 79431 79431 159779 66002 93777 93777 1326080 261721 0 183246 X 98529 66506 18269 13754 170710 115226 31653 23831 21314 14387 3952 2975 22650 15288 4200 3162 30716 30716 25617 25617 102082 35870 27542 38670 3965 3965 68818 27502 15889 25427 53337 36269 10134 6934 48187 45980 683 1524 6946 6946 1119 974 100 45 23355 8149 11862 3344 CONTRIBUTION TO U.S. AR 60898 60898 CONSTRUCTION AND BRICK 45899 45899 DIRECT PROGRAM EXPENSES 42465 42465 ADMINISTRATIVE AND OTHE 20849 8721 5533 6595 8017 8017 855473 573778 155434 126261 314538 196034 227975 230803 10200 10200 2310 2310 19645 27658 21660 22353 208487 197382 12224 11105 1671270 2319298 2279822 2819761 56553 31997 56553 31997 X 568262 577701 1655007 2210063 2223269 2787764 2279822 2819761 470607 93888 0 X X 0 1 X 1 0 X 354919 807482 889978 538818 942450 3533647 354919 807482 889978 538818 942450 3533647 322896 3210751 62125 80784 41651 58893 67968 311421 31512 53857 106059 59659 73974 325061 4170129 1108742 0.76990 0.73430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 677063 1 1 X PENDING TRANSFER TO U.S. ARMY 0 66597 9314 2664 73247 58871 9953 2227 66597 73789 -15453 2952 58871 67390 9160 2761 73789 60409 131 9506 2656 67390 1.00000 0 0 144494 144248 246 63993 53134 10859 11105 X 1516400 93888 61337 35095 190320 1326080 0 1326080 951905 61337 35095 96432 855473 0 855473 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, 2024 AND 2023, 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 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 35,095. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 35,095. MEMBERSHIP DINNER 28816 28816 18091 10726 ARMY BIRTHDAY DINNER 5734 5734 3958 1776 34550 34550 22049 12502 34551 -1 X HISTORICAL COLLECTIONS 175 114211 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 IX, LINE 11G MISCELLANEOUS FEES: PROGRAM SERVICE EXPENSES 35,870. MANAGEMENT AND GENERAL EXPENSES 27,542. FUNDRAISING EXPENSES 38,670. TOTAL EXPENSES 102,082. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.