2025-11-14T12:54:24-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 171 N CLARK ST STE 200 CHICAGO IL 60601 990 2024-01-01 833097307 PMML NORTH INC PMML 2628007402 10475 12TH STREET KENOSHA WI 53144 LISA SLOAN DIRECTOR OF FINANCE 2628007402 2025-11-14 1 1 BRIDGET ROCHE P00666837 3128560200 2024 2025-03-06 01:10:19Z LISA SLOAN 10475 12TH STREET KENOSHA WI 53144 133411101 0 X N/A X 2018 WI COLLECTION, PRESERVATION, AND DISSEMINATION OF MATERIALS AND INFORMATION (CONTINUED ON SCH O) RELATING TO MILITARY HISTORY AND THE ROLE OF THE CITIZEN SOLDIER IN AMERICA. 17 16 9 15 0 0 0 0 0 0 3118410 32698944 50664 695480 3169074 33394424 0 0 0 0 1127035 635109 0 0 0 6684648 5329065 7811683 5964174 -4642609 27430250 214640864 218911509 1921304 283664 212719560 218627845 X THE MISSION OF PMML NORTH, INC. ("PMML NORTH") IS THE COLLECTION, PRESERVATION, AND DISSEMINATION OF MATERIALS AND INFORMATION RELATING TO MILITARY HISTORY AND THE ROLE OF THE CITIZEN SOLDIER IN AMERICA. 0 0 898189 33394424 IN 2024, THE LIBRARY AND THE COLLECTIONS DEPARTMENTS COMPLETED THE MOVE TO THE NEW FACILITY IN SOMERS WISCONSIN DURING THE FIRST QUARTER OF THE YEAR.IN DECEMBER 2024, THE LIBRARY COLLECTION TOTALED 74,846. THE REMAINING BANKERS' BOXES OF BOOKS MOVED TO SOMERS, WI FROM CHICAGO. THEY HAVE BEEN PUT ON THE SHELVES AND THE FULL LIBRARY SERVICES HAVE RESUMED WHICH INCLUDE INTERLIBRARY LOAN SERVICE, PROVIDING ONSITE RESEARCH APPOINTMENTS IN THE READING ROOM TO MEMBERS, CHECKING OUT BOOKS TO MEMBERS ONSITE, AND THE CREATION OF RARE BOOK DISPLAYS IN THE PUBLIC EXHIBIT SPACE. AFTER OPENING TO THE PUBLIC ON MAY 25, 2024, THE LIBRARY SERVICES STAFF CONTINUE TO ASSIST WITH FACILITY TOURS AND PROGRAMS AS NEEDED. THE COLLECTIONS STAFF COMPLETED THE INTEGRATION OF THE 41,486 COLLECTION ITEMS INTO THE UNDERGROUND STORAGE AREA. THIS INCLUDED INDIVIDUALLY INSPECTING THE CONDITION OF EVERY ITEM, MOVING THE ITEM INTO THE NEW STORAGE AREA, AND UPDATING THE DATABASE TO REFLECT THE NEW STORAGE LOCATION. STAFF THEN BEGAN THE PROCESS OF SEPARATING ART, ARTIFACTS, PHOTOGRAPHS, MAPS, POSTERS, AND TEXTILES FROM THE PAPER DOCUMENTS IN ARCHIVAL COLLECTIONS. THESE SEPARATED ITEMS ARE STORED AND MANAGED SEPARATELY IN THE STORAGE SPACE AND IN OUR DATABASE. STAFF RECEIVED TRAINING ON THE VERSASCAN 4870 SCANNER AND COMPLETED SEVERAL SMALL SCANNING PROJECTS. THE STAFF ALSO INSTALLED THREE (3) EXHIBITS, INCLUDING DRAWN TO COMBAT: BILL MAULDIN & THE ART OF WAR, AND EXHIBIT OF WWI AND WWII PROPAGANDA POSTERS, AND THE CITIZEN SOLDIER EXHIBIT, FEATURING ARCHIVAL MATERIAL AND ARTIFACTS FROM PMML ARCHIVAL COLLECTIONS.THE PMAC BUILDING WAS FINISHED AND OPERATIONS WERE TURNED OVER FROM CONSTRUCTION IN 2022. IN 2024 THE ORGANIZATION COMPLETED SETUP ON OPERATIONS AT THE PMAC. THE REVENUE THAT WAS ALLOCATED FOR 2024 INCLUDED THE RENEWAL ENERGY CREDIT REBATE, THE LEASE OF THE LAND & BUILDING FOR MISSION 94, THE LEASE OF THE FARM LAND AND LEASE OF ROVELLA HOUSE. 898189 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 6 0 9 1 0 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X LISA SLOAN 2628007425 10475 12TH STREET KENOSHA WI 53144 SUSAN RIFKIN DIRECTOR 4.00 36.00 X 26563 239067 45197 COL IL JENNIFER N PRITZKER PRESIDENT, CHAIR & DIR. 1.00 1.00 X X 0 0 0 MARY F FALCON SECRETARY AND DIRECTOR (THRU 09/24) 1.00 1.00 X X 0 0 0 PHYLLIS BRUNT SECRETARY AND DIRECTOR (AS OF 09/24) 16.00 24.00 X X 30806 46209 22817 SHARI KOEHLER TREASURER AND DIRECTOR (THRU 08/24) 1.00 1.00 X X 0 0 0 BRIDGET ALTENBURG DIRECTOR 1.00 1.00 X 0 0 0 COL CHARLES K DALGLEISH DIRECTOR (AS OF 07/24) 1.00 1.00 X 0 0 0 STEPHEN EVANS DIRECTOR 1.00 1.00 X 0 0 0 JOSEPH HEINS DIRECTOR 1.00 1.00 X 0 0 0 CARLA KNOROWSKI DIRECTOR (THRU 07/24) 1.00 1.00 X 0 0 0 LORY MANNING DIRECTOR 1.00 1.00 X 0 0 0 JAMES MUKOYAMA DIRECTOR (THRU 05/24) 1.00 1.00 X 0 0 0 GINNY NARSETE DIRECTOR 1.00 1.00 X 0 0 0 TERRELL ODOM DIRECTOR 1.00 1.00 X 0 0 0 ELISABETH PENNIX DIRECTOR 1.00 1.00 X 0 0 0 KEVIN ROCHFORD DIRECTOR (THRU 03/24) 1.00 1.00 X 0 0 0 JOHN ALLEN WILLIAMS DIRECTOR (THRU 06/24) 1.00 1.00 X 0 0 0 ROBERTO BRAVO INTERIM PRESIDENT (THRU 11/24) 10.00 30.00 X X 48231 144694 52045 105600 429970 120059 0 1 1 0 TAWANI PROPERTY MGMT LLC 104 S MICHIGAN AVE SUITE 1025 CHICAGO IL 60603 MANAGEMENT FEE 482581 TAWANI ENTERPRISES INC 104 S MICHIGAN AVE SUITE 1025 CHICAGO IL 60603 MANAGEMENT FEE 291374 2 3308818 3308818 186913 0 186913 186913 186913 129406803 100016677 29390126 29390126 29390126 RENEWAL ENERGY CREDIT - REBATE 900099 508567 508567 508567 33394424 0 0 33394424 132258 120637 11621 335828 306319 29509 13220 12058 1162 104933 95713 9220 48870 44576 4294 971624 971624 30386 30386 76420 76420 39100 39100 7732 7732 129208 129208 849436 288453 560983 452185 452185 2758202 30433 2727769 DUES & SUBSCRIPTIONS 11863 11863 SUPPLIES: COLLECTIONS 1136 1136 LICENSES & PERMITS 185 185 1588 1588 5964174 898189 5065985 0 747932 897866 3850598 740757 11626643 11490850 374698 400502 64612 50058 105744275 5222934 97546809 100521341 100122340 104807439 307232 2696 214640864 218911509 1806323 218960 6468 108513 64704 1921304 283664 X 212719560 218627845 212719560 218627845 214640864 218911509 27430250 -21521965 0 X 0 1 X 1 0 X X 1 COLONEL JAMES N PRITZKER LIBRARY OF THE CITIZEN SOLDIER 364477083 7 1 5964174 0 1 5964174 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 17530179 17530179 68537146 2789621 65747525 2808349 514078 2294271 16868601 1919235 14949366 100521341 DUE TO PMML 64704 64704 X PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) PMML NORTH HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 0 0 0 0 0 0 1 0 SUSAN RIFKIN DIRECTOR 22993 206936 2800 25200 770 6931 3139 28250 1381 12427 31083 279744 0 0 ROBERTO BRAVO INTERIM PRESIDENT (THRU 11/24) 42475 127426 0 0 5756 17268 5437 16311 7574 22723 61242 183728 0 0 PART I, LINE 3 TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S DIRECTOR AND HIGHEST COMPENSATED INDIVIDUAL UNDER THE COMMON PAYMASTER AND SHARED SERVICES FOLLOWING FOR THE REBUTTABLE PRESUMPTION TEST: WRITTEN EMPLOYMENT CONTRACT BOARD OR COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION. PART I, LINE 4A SEVERANCE PAYMENT AN INDIVIDUAL RECEIVED A SEVERANCE PAYMENT. THE SERVERENCE IS INCLUDED IN TAXABLE COMPENASTION ON THE INDIVIDUALS W-2 AND REPORTED IN SCHEDULE J, PART II, COLUMN B(III) PART I, LINE 7: NON-FIXED PAYMENTS ANNUAL BONUSES ARE BASED ON BUDGET ALLOCATED AT BOARD DISCRETION. TAWANI ENTERPRISES INC OFFICER/DIRECTOR 291374 MANAGEMENT SERVICES 0 TAWANI PROPERTY MANAGMENT LLC OFFICER/DIRECTOR 482581 MANAGEMENT SERVICES 0 PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONSTHE ABOVE BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ARE PROVIDED TO PMML NORTH AT OR BELOW FAIR VALUE AND ARE IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THIS TRANSACTION WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSONS WERE EXCLUDED FROM THE DECISION MAKING PROCESS. FORM 990, PART V, LINE 2A: NUMBER OF EMPLOYEES ON FORM W-3 THE NUMBER OF EMPLOYEES ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE THE COLONEL JAMES N. PRITZKER LIBRARY OF THE CITIZEN SOLDIER IS THE COMMON PAYMASTER FOR PMML NORTH, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR PMML NORTH. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE THE BOARD OF DIRECTORS MAY BY APPROPRIATE RESOLUTION DESIGNATE ONE (1) OR MORE COMMITTEES, EACH OF WHICH SHALL CONSIST OF THREE (3) OR MORE DIRECTORS ELECTED BY THE BOARD OF DIRECTORS, WHICH TO THE EXTENT PROVIDED IN SAID RESOLUTION OR IN THESE BYLAWS, SHALL HAVE AND MAY EXERCISE, WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION, EXCEPT ACTION WITH RESPECT TO ELECTION OF OFFICERS, THE FILLING OF VACANCIES IN THE BOARD OF DIRECTORS, AND THE FORMATION OF AND THE FILLING OF VACANCIES IN THE BOARD OF DIRECTORS, AND THE FORMATION OF AND THE FILLING OF VACANCIES IN COMMITTEES WITH LIMITED BOARD AUTHORITY PURSUANT TO THIS SUBSECTION. THE BOARD OF DIRECTORS MAY ELECT ONE (1) OR MORE DIRECTORS AS ALTERNATE MEMBERS OF ANY SUCH COMMITTEE, WHO MAY TAKE THE PLACE OF ANY ABSENT COMMITTEE MEMBER OR MEMBERS AT ANY MEETING OF SUCH COMMITTEE. THE DESIGNATION OF SUCH COMMITTEE OR COMMITTEES AND THE DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO THE RELIEVE THE BOARD OF DIRECTORS OR ANY INDIVIDUAL DIRECTOR OF ANY RESPONSIBILITY IMPOSED UPON THE BOARD OF DIRECTORS OR ANY INDIVIDUAL DIRECTOR BY LAW. FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS COL (IL) JENNIFER N. PRITZKER, MARY FALCON, SHARI KOEHLER, PHYLLIS BRUNT, LESLIE GALINO-SANCHEZ, AND SUSAN RIFKIN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS PRITZKER MILITARY MUSEUM & LIBRARY (PMML) IS THE SOLE CORPORATE MEMBER OF PMML NORTH. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT GOVERNING BODY PMML IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY ELECTS THE BOARD OF DIRECTORS OF PMML NORTH. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OR STOCKHOLDERS WHO MAY APPROVE DECISIONS PMML IS THE SOLE CORPORATE MEMBER AND IN THIS CAPACITY APPROVES THE ACTIONS OF PMML NORTH. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990 PMML NORTH RETAINS A PUBLIC ACCOUNTING FIRM THAT COORDINATES WITH INDIVIDUALS WITHIN THE ORGANIZATION TO PREPARE THE FORM 990. THE ACCOUNTING FIRM COMPLETES AN INITIAL DRAFT AND PRESENTS IT TO THE ORGANIZATION'S FINANCE TEAM TO REVIEW, AND THE FINANCE TEAM RECOMMENDS CHANGES AS NECESSARY PRIOR TO SHARING THE FORM 990 WITH THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS CONDUCTS ITS REVIEW OF THE FORM 990, RECOMMENDS ADDITIONAL CHANGES AS NECESSARY, AND APPROVES THE FORM 990 UPON FINAL REVIEW AND PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT ALL DIRECTORS, PRINCIPAL OFFICERS, MEMBERS OF A COMMITTEE WITH BOARD-DELEGATED POWERS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL STATEMENT AND QUESTIONNAIRE CONFIRMING THAT THEY HAVE RECEIVED THE CONFLICTS OF INTEREST POLICY, READ AND UNDERSTOOD THE POLICY, AND HAVE AGREED TO COMPLY WITH THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTIONS OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST INCLUDE: - AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, THEY WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. - THE CHAIRPERSON OF THE BOARD OR COMMITTEE WILL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. - AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE WILL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. - IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT WILL MAKE ITS DECISION AS TO WHETHER TO ENTER THE TRANSACTION OR ARRANGEMENT. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY - IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT WILL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. - IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC PMML NORTH'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ARCHIVES AND ARMORY PMML WISCONSIN LLC 104 S MICHIGAN AVE NO 500 CHICAGO IL 60603 843035700 MILITARY COLLECTION ARCHIVE WI 186913 112130300 PMML NORTH INC COLONEL JAMES N PRITZKER LIBRARY OF THE CITIZEN SOLDIER 104 S MICHIGAN AVE NO 500 CHICAGO IL 60603 364477083 MILITARY MUSEUM AND LIBRARY IL 501(C)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0