2025-10-09T08:05:05-05:00 2024-12-31 431305800 UHY ADVISORS MIDWEST INC 605 WEST 47TH STREET SUITE 301 KANSAS CITY MO 64112 990 2024-01-01 436052673 NATIONAL WWI MUSEUM AND MEMORIAL NATI 8168888100 2 MEMORIAL DRIVE KANSAS CITY MO 64108 MATTHEW NAYLOR PRESIDENT/CEO 8168888100 2025-10-07 1 0 STEVEN WIEBLER P00268044 8169313393 2025-10-07 2024 2025-03-06 01:10:19Z MATTHEW NAYLOR 2 MEMORIAL DRIVE KANSAS CITY MO 64108 25033146 0 X WWW.THEWORLDWAR.ORG X 1919 MO THE NATIONAL WWI MUSEUM AND MEMORIAL (MUSEUM AND MEMORIAL) IS AMERICA'S LEADING INSTITUTION DEDICATED TO REMEMBERING, INTERPRETING, AND UNDERSTANDING THE GREAT WAR AND ITS ENDURING IMPACT ON THE GLOBAL COMMUNITY. THE MUSEUM AND MEMORIAL FULFILLS THIS MISSION BY: - ESTABLISHING THE MUSEUM AND MEMORIAL AS THE FOREMOST INTERPRETER AND RESOURCE FOR INSIGHT INTO THE GREAT WAR AND ITS ENDURING IMPACT- PROVIDING FIRST-CLASS VISITOR AND VIRTUAL EXPERIENCE, AND DELIVERING INCREASINGLY ENGAGING AND ACCESSIBLE ACTIVITIES AND EXPERIENCES TO DIVERSE AUDIENCES; DEVELOPING AND ENRICHING PHILANTHROPIC RELATIONSHIPS AND PROGRAMS NECESSARY TO ENSURE LONG-TERM SUSTAINABILITY- ESTABLISHING THE MUSEUM AND MEMORIAL AS A 'MUST-SEE' DESTINATION, AND SOURCE OF CIVIC PRIDE, AND - ENGAGING AND INSPIRING KEY CONSTITUENTS TO CONTRIBUTE TO THE EXCELLENCE OF THE NATIONAL WWI MUSEUM AND MEMORIAL. 19 19 61 507 0 0 14117438 19304520 4325738 4127971 610930 824071 229660 151437 19283766 24407999 0 0 0 0 4464778 4799724 0 0 931137 5730171 7935499 10194949 12735223 9088817 11672776 45665082 58444166 982418 1400180 44682664 57043986 X THE NATIONAL WWI MUSEUM AND MEMORIAL (MUSEUM AND MEMORIAL) IS AMERICA'S LEADING INSTITUTION DEDICATED TO REMEMBERING, INTERPRETING AND UNDERSTANDING THE GREAT WAR AND ITS ENDURING IMPACT ON THE GLOBAL COMMUNITY. THE MUSEUM AND MEMORIAL FULFILLS THIS MISSION BY:- ESTABLISHING THE MUSEUM AND MEMORIAL AS THE FOREMOST INTERPRETER AND RESOURCE FOR INSIGHT INTO THE GREAT WAR AND ITS ENDURING IMPACT- PROVIDING FIRST-CLASS VISITOR AND VIRTUAL EXPERIENCE, AND DELIVERING INCREASINGLY ENGAGING AND ACCESSIBLE ACTIVITIES AND EXPERIENCES TO DIVERSE AUDIENCES; DEVELOPING AND ENRICHING PHILANTHROPIC RELATIONSHIPS AND PROGRAMS NECESSARY TO ENSURE LONG-TERM SUSTAINABILITY- ESTABLISHING THE MUSEUM AND MEMORIAL AS A 'MUST-SEE' DESTINATION, AND SOURCE OF CIVIC PRIDE- ENGAGING AND INSPIRING KEY CONSTITUENTS TO CONTRIBUTE TO THE EXCELLENCE OF THE NATIONAL WWI MUSEUM AND MEMORIAL. 0 0 7255526 4127971 MUSEUM & MEMORIAL OPERATIONS (SEE SCHEDULE O): MUSEUM & MEMORIAL OPERATIONS: SHORTLY AFTER WORLD WAR I ENDED, A GROUP OF KANSAS CITY LEADERS FORMED A GROUP TO CREATE A LASTING MEMORIAL TO THOSE WHO SERVED. IN 1919, A FUNDRAISING CAMPAIGN RESULTED IN 83,000 RESIDENTS CONTRIBUTING $2.5 MILLION IN 10 DAYS (MORE THAN $45 MILLION IN CURRENT DOLLARS). IN 1921, A SITE DEDICATION HOSTED MORE THAN 100,000 PEOPLE, INCLUDING THE FIVE MAJOR ALLIED COMMANDERS THE FIRST TIME THESE INDIVIDUALS WERE IN THE SAME PLACE AT THE SAME TIME. FOLLOWING YEARS OF PLANNING AND CONSTRUCTION, THE MEMORIAL OPENED IN 1926 TO A CROWD OF MORE THAN 150,000 PEOPLE, INCLUDING U.S. PRESIDENT CALVIN COOLIDGE. AT THE TIME, IT WAS THE LARGEST AUDIENCE A U.S. PRESIDENT HAD EVER ADDRESSED AT ONE TIME. AFTER DECADES OF UNADDRESSED DEFERRED MAINTENANCE, THE MEMORIAL TEMPORARILY CLOSED IN 1994. ONCE AGAIN, KANSAS CITY AREA RESIDENTS ROSE TO THE CHALLENGE AT THIS CRITICAL JUNCTURE AND RAISED $102 MILLION FOR RENOVATIONS AND A MAJOR EXPANSION TO BUILD A WORLD-CLASS MUSEUM BELOW THE MEMORIAL COURTYARD. AFTER ACHIEVING NATIONAL HISTORIC LANDMARK STATUS AND DESIGNATION FROM CONGRESS AS AMERICA'S OFFICIAL WWI MUSEUM, THE EXPANDED MUSEUM AND MEMORIAL OPENED TO THE PUBLIC IN DECEMBER 2006. CONGRESS ADDED A SECOND DESIGNATION IN 2014, EFFECTIVELY RENAMING THE ORGANIZATION THE NATIONAL WWI MUSEUM AND MEMORIAL. IN SPRING 2022, A MULTI-YEAR INITIATIVE TO CREATE A RICHER AND MORE IMMERSIVE VISITOR EXPERIENCE KICKED OFF. THE PROJECT WILL REFRESH AND EXPAND THE GALLERIES THROUGH NEW STORIES, TECHNOLOGY AND IMMERSIVE EXPERIENCES, AS WELL AS INCREASE ACCESS TO THE MUSEUM AND MEMORIAL'S COLLECTION. THE FIRST PHASE OF THE PROJECT, COMPLETED IN 2023, INCLUDED THE NEW LOWER LEVEL AND OPEN STORAGE CENTER A COASTLINE OF GLASS SHELVING THAT ALLOWS THE PUBLIC TO VIEW 1,500 ADDITIONAL OBJECTS. UPGRADES TO THE MAIN GALLERY KICKED OFF IN FALL 2023 WITH NEW PROLOGUE AND EPILOGUE FILMS, A NEW TRENCH EXPERIENCE, NINE NEW INTERACTIVE TABLES AND SCREENS AND MORE.IN 2024, MAJOR RENOVATIONS TOOK PLACE IN THE WEST HALF OF THE MAIN GALLEY, INCLUDING A REDESIGN OF THE TANK EXHIBIT, A NEW FILM AND EQUIPMENT IN THE CRATER, AND A REIMAGINED HOSPITAL THAT TURNED THE SPACE INTO A REPLICA OF WWI FORWARD AID STATION INSIDE A BOMBED-OUT CHURCH. THE TANK AND HOSPITAL EXHIBITS ALSO INTRODUCED ADDITIONAL INTERACTIVE OPPORTUNITIES FOR GUESTS.GALLERY RENOVATIONS TO BETTER TELL THE STORY OF THE GREAT WAR WILL CONTINUE INTO 2025. MILLIONS OF PEOPLE FROM ACROSS THE NATION AND GLOBE HAVE VISITED TO SEE THE WORLD'S MOST DIVERSE AND COMPREHENSIVE WORLD WAR I COLLECTION. AN INSTITUTION OF THE PEOPLE, BY THE PEOPLE AND FOR THE PEOPLE, THE MUSEUM AND MEMORIAL IS KANSAS CITY'S GIFT TO THE WORLD. AS OF DEC. 31, 2024, THE MUSEUM AND MEMORIAL EMPLOYS 44 FULL-TIME AND 7 PART-TIME STAFF. ADDITIONALLY, IN 2024 293 DAILY OPERATIONS VOLUNTEERS PROVIDED OVER 52,448 HOURS OF SERVICE. VOLUNTEERS GREET GUESTS, PROVIDE EXPERT TOURS, PROVIDE GUIDANCE, SUPPORT SPECIAL PROJECTS, ASSIST WITH PROMOTION, ANSWER QUESTIONS, PROVIDE SPECIALIZED SUPPORT TO CERTAIN INITIATIVES AND HELP LEND A WARM, HUMAN DIMENSION TO MULTIFACETED STORIES OF WAR AND WORLD HISTORY. THE MUSEUM AND MEMORIAL RECEIVES FINANCIAL SUPPORT FROM LOCAL, NATIONAL AND INTERNATIONAL FUNDERS. DONORS INCLUDE A WIDE ARRAY OF INDIVIDUALS, CORPORATIONS AND FOUNDATIONS WHOSE PHILANTHROPY HAS HELPED TO BUILD ENHANCED PROGRAMMING AND FUND OPERATIONAL SUPPORT FOR THE MUSEUM AND MEMORIAL. ADMISSIONS, FACILITY RENTALS, THE MUSEUM STORE, THE CAFE AND OTHER INITIATIVES ARE ALSO SUCCESSFUL REVENUE GENERATING SOURCES, BRINGING IN 24% OF THE MUSEUM AND MEMORIAL'S INCOME IN 2024. THE NATIONAL WWI MUSEUM AND MEMORIAL IS PROUD TO BE RANKED AS ONE OF THE TOP MUSEUMS IN THE U.S. AND THE "NUMBER ONE ATTRACTION IN KANSAS CITY" BY TRIPADVISOR REVIEWERS.IN 2024, THE MUSEUM AND MEMORIAL HOSTED OVER 1,000,000 GUESTS, INCLUDING THE 47 ACRES SURROUNDING THE MUSEUM. THIS INCLUDED APPROXIMATELY 192,000 TICKETED GUESTS. IN 2024 THE MUSEUM AND MEMORIAL HOSTED, AMONG OTHER EVENTS, KANSAS CITY'S 4TH OF JULY FESTIVAL, THE STARS AND STRIPES PICNIC. IN 2024 THE MUSEUM AND MEMORIAL WAS NAMED AS HOST SITE OF KANSAS CITY FIFA FAN FEST FOR THE 2026 WORLD CUP. 1481153 EXHIBITIONS AND COLLECTIONS MANAGEMENT (SEE SCHEDULE O): EXHIBITIONS AND COLLECTIONS MANAGEMENT :THE NATIONAL WWI MUSEUM AND MEMORIAL IS THE NATION'S ONLY MUSEUM SOLELY DEDICATED TO PRESERVING THE HISTORY AND EXAMINING THE PERSONAL NARRATIVES OF THE GREAT WAR. THE MUSEUM AND MEMORIAL HOLDS THE WORLD'S MOST COMPREHENSIVE COLLECTION OF WORLD WAR I (1914-1919) OBJECTS, ARTIFACTS AND DOCUMENTS, FROM BELLIGERENT NATIONS ACROSS THE GLOBE THAT WERE INVOLVED IN THE CONFLICT. IT IS THE SECOND OLDEST WWI COLLECTING INSTITUTION IN THE WORLD. AND PRESENTS A COMPREHENSIVE GLOBAL INTERPRETATION OF WORLD WAR I AND ITS ENDURING IMPACT.THE MUSEUM AND MEMORIAL'S COLLECTION INCLUDES MORE THAN 380,000 WORLD WAR I HISTORICAL OBJECTS AND ARTIFACTS. IN 2024, THE MUSEUM ACCEPTED 205 NEW ACCESSIONS INTO THE PERMANENT COLLECTION, EACH OF WHICH CONTAINS AT LEAST ONE OBJECT, WITH SOME CONTAINING HUNDREDS OF OBJECTS. COLLECTION PRIORITIES RESPOND TO IMMEDIATE RESEARCH AND EXHIBITION NEEDS, AS WELL AS UNIQUE OPPORTUNITIES THAT ARISE. THE MUSEUM AND MEMORIAL WORKS TO ENSURE THAT THE STORIES OF MINORITIES, WOMEN AND INDIGENOUS PEOPLES WHO SERVED IN WWI ARE COLLECTED AND TOLD THROUGH A DEDICATED COLLECTING INITIATIVE LAUNCHED IN 2020. IN ADDITION TO ITS PERMANENT EXHIBITIONS, THE MUSEUM AND MEMORIAL FEATURES SEVERAL SPECIAL EXHIBITIONS EVERY YEAR, AND PARTNERS WITH OTHER INSTITUTIONS WITH EXHIBITION LOANS. 2024 EXHIBITIONS FEATURED: SACRED SERVICE, THE LITTLE WAR AND WAR TOYS: UKRAINE. VIRTUAL REALITY EXPERIENCES CALLED WAR REMAINS AND CHOCTAW CODE TALKERS 1918 CONTINUED TO BE OFFERED AS WELL.IN SUMMER 2023, THE FIRST OF MANY INFRASTRUCTURE IMPROVEMENTS BEGAN, KICKING OFF A MULTI-YEAR INITIATIVE TO ADDRESS DEFERRED MAINTENANCE BOTH INDOORS AND OUT OF DOORS. CAMPUS-WIDE RESTORATION, RENOVATION, MAINTENANCE AND IMPROVEMENTS WILL CONTINUE INTO 2026. 1075416 GLOBAL EDUCATION INITIATIVES (SEE SCHEDULE O):GLOBAL EDUCATION INITIATIVES : FOR THE PAST DECADE, THE NATIONAL WWI MUSEUM AND MEMORIAL HAS INITIATED A VARIETY OF STRATEGIES TO SHARE ITS RICH COLLECTION AND INTERPRETATION TO A GLOBAL AUDIENCE THROUGH DIGITAL LEARNING TECHNOLOGIES. THE MUSEUM AND MEMORIAL LAUNCHED A NEW WEBSITE IN EARLY 2022 TO UPDATE THE DATED DESIGN AND IMPROVE THE USER EXPERIENCE. THE PLATFORM INTEGRATES VIDEO CONTENT, OFFERS TRANSLATION INTO A VARIETY OF LANGUAGES AND STREAMLINES CONTENT TO MAKE IT MORE AVAILABLE AND ACCESSIBLE. FOR ON-DEMAND LEARNERS, THE MUSEUM AND MEMORIAL USES A VARIETY OF TOOLS AND PARTNERS TO REACH A DIGITAL AUDIENCE INCLUDING SOCIAL MEDIA, YOUTUBE, ITS ONLINE COLLECTIONS DATABASE, EDUCATOR RESOURCES, 22 ONLINE EXHIBITIONS AND MORE. THE MUSEUM AND MEMORIAL CONTINUES TO EXPAND CONTENT AND DIVERSIFY PLATFORMS, INCLUDING A PARTNERSHIP WITH GOOGLE ARTS AND CULTURE TO MEET THE ONGOING NEEDS AND INTERESTS OF CORE AUDIENCES. THROUGH YOUTUBE AND OTHER PLATFORMS, GLOBAL AUDIENCES FROM 140 NATIONS ENGAGED WITH MUSEUM AND MEMORIAL CONTENT ONLINE DURING 2024.THE MUSEUM AND MEMORIAL OFFERS A DIVERSE RANGE OF PUBLIC PROGRAMS OPEN TO ALL AGES TO EDUCATE ABOUT THE ENDURING IMPACT OF WWI ON THE GLOBAL COMMUNITY. ITS PROGRAMS EXPLORE THE LEGACIES OF WWI IN DYNAMIC AND THOUGHT-PROVOKING WAYS AND INCLUDE A RANGE OF TOPICS LIKE PHOTOGRAPHY, RELIGION IN WWI, BLACK SERVICE IN WWI, WAR & MORALITY, AND SUPPORT OF FREEDOM AND DEMOCRACY THROUGHOUT THE WORLD. MANY PROGRAMS ARE PRESENTED IN PARTNERSHIP WITH THE REGION AND NATION'S MOST VIBRANT AND RESPECTED CULTURAL ORGANIZATIONS.COMMUNITY EVENTS ON THE MUSEUM AND MEMORIAL GROUNDS, LIKE THE STARS AND STRIPES PICNIC OR THE COMMEMORATIVE CEREMONIES FOR MEMORIAL AND VETERANS DAYS, HIGHLIGHT THE MUSEUM AND MEMORIAL'S UNIQUE PLACE AS "KANSAS CITY'S FRONT PORCH". IMAGES, LIVESTREAMING, AND OTHER TOOLS ARE UTILIZED TO ENGAGE WITH GLOBAL AUDIENCES, INCLUDING IN CONNECTION WITH COMMUNITY EVENTS. 9812095 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 48 0 1 61 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARK GUNTER 8168888103 2 MEMORIAL DRIVE KANSAS CITY MO 64108 THOMAS F WHITTAKER CHAIR/BOARD MEMBER 3.00 X X 0 0 0 JOHN THOMSON VICE CHAIR/BOARD MEMBER 2.00 X X 0 0 0 RAM SHANKAR TREASURER/BOARD MEMBER 2.00 X X 0 0 0 MARY JANE JUDY SECRETARY/BOARD MEMBER 2.00 X X 0 0 0 GERALD BAUERS BOARD MEMBER 1.00 X 0 0 0 ANDREW DEISTER BOARD MEMBER 1.00 X 0 0 0 JOSEPH DZYIEZYNSKI BOARD MEMBER 1.00 X 0 0 0 MICHAEL ENSZ BOARD MEMBER 1.00 X 0 0 0 ELIZABETH HADEN BOARD MEMBER 1.00 X 0 0 0 KATRINA HENKE BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 VINCENT JOHNSON BOARD MEMBER 1.00 X 0 0 0 DALE F KLOSE BOARD MEMBER 1.00 X 0 0 0 THERESA KOSTRZEWA BOARD MEMBER 1.00 X 0 0 0 COURTNEY KOUNKEL BOARD MEMBER 1.00 X 0 0 0 JOSHUA MAXFIELD BOARD MEMBER 1.00 X 0 0 0 DAVID ROLLER BOARD MEMBER 1.00 X 0 0 0 MARY DONNELLY SHERMAN BOARD MEMBER 1.00 X 0 0 0 J STANTON THOMPSON BOARD MEMBER 1.00 X 0 0 0 MATTHEW C NAYLOR PRESIDENT/CEO 40.00 X 457250 0 21288 TED PLACE VICE PRESIDENT DEVELOPMENT 40.00 X 167856 0 18180 CHRIS WARREN VICE PRESIDENT CURATORIAL 40.00 X 169547 0 11067 R MARK GUNTER VICE PRESIDENT FINANCE 40.00 X 127950 0 15786 PAIGE D GAMMON VICE PRESIDENT CORPORATE E 40.00 X 126487 0 8558 1049090 0 74879 9 0 1 0 ELECTROSONIC IONC DEPT CH 19029 PALATINE IL 600559029 ELECTRICAL ENGINEERING & INSTALLATION 2421152 JACOR CONTRACTING INC 1114 N WALROND KANSAS CITY MO 64120 COURTYARD GC 2165791 JE DUNN CONSTRUCTION COMPANY 1001 LOCUST KANSAS CITY MO 64106 GENERAL CONTRACTING 1732050 TAYLOR STUDIOS INC 1320 HARMON DRIVE RANTOUL IL 61866 EXHIBIT DESIGN SERVICES 1365908 RALPH APPELBAUM ASSOCIATES INC 88 PINE ST 29TH FLOOR NEW YORK NY 10005 MUSEUM TECHNOLOGY CONSULTANT 1201044 29 114557 756939 12136481 6296543 19304520 ADMISSIONS 900099 3414497 3414497 FACILITY MANAGEMENT 900099 627078 627078 MUSEUM PROGRAMS 900099 86396 86396 4127971 820659 820659 3412 0 3412 3412 3412 104625 756939 294387 -189762 -189762 671959 330760 341199 341199 24407999 4127971 0 975508 X 1187110 1009045 59356 118709 2735404 1879128 426666 429610 210282 165191 25833 19258 386228 303408 47448 35372 280700 212162 29120 39418 14385 14385 35300 28600 5175 1525 38929 38929 2013544 842372 1167667 3505 241329 238429 2900 64055 60094 3400 561 368058 352237 5439 10382 626275 554255 72020 55034 26075 26265 2694 22427 6139 9445 6843 1361423 1361423 183745 177762 1551 4432 REPAIRS AND MAINTENANCE 1497032 1491921 0 5111 EDUCATIONAL EXPENSES 283843 283022 821 0 DEVELOPMENT EXPENSES 230207 26956 50 203201 CURATORIAL, RESEARCH & 226206 226206 0 0 673707 567670 58421 47616 12735223 9812095 1991991 931137 219957 434736 16768875 14089175 2479044 4250592 1476276 669486 180222 199128 97883 157519 40279165 10304024 17153024 29975141 7289801 8668389 45665082 58444166 628699 969850 316268 403242 37451 27088 982418 1400180 X 23035814 35728017 21646850 21315969 44682664 57043986 45665082 58444166 11672776 688546 0 X 0 1 X 1 0 X 13387572 10480259 6635861 14117438 19304520 63925650 13387572 10480259 6635861 14117438 19304520 63925650 14491052 49434598 115913 264437 137014 662179 820659 2000202 65925852 16792356 0.74990 0.67680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 6807362 617000 842344 290831 7975875 5680774 298175 939146 110733 6807362 5952339 637509 -797904 111170 5680774 5565590 242242 554070 409563 5952339 3311973 1918908 466106 131397 5565590 0.24000 0.55000 0.21000 0 0 30416339 7819558 22596781 6414511 2484466 3930045 3448315 3448315 29975141 OPERATING LEASE LIABILITY 27088 27088 X 25057616 688546 688546 24369070 38929 38929 24407999 12535709 0 12535709 38929 160585 199514 12735223 PART X, LINE 2: THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND NONE OF ITS PRESENT OR ANTICIPATED FUTURE ACTIVITIES ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE MUSEUM FOLLOWS THE PROVISIONS OF ASC 740-10-25, INCOME TAXES, REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS. THE MUSEUM'S ACCOUNTING POLICY IS TO PROVIDE LIABILITIES FOR UNCERTAIN INCOME TAX PROVISIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. THE MUSEUM HAD NO UNCERTAIN INCOME TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN MUSEUM EXEMPT FROM INCOME TAXES. THE MUSEUM IS SUBJECT TO AUDITS FOR FEDERAL OR STATE PURPOSES FOR THE STATUTORY PERIOD. PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLECTION PURCHASES PART III, LINE 1A: THE GRAND OPENING OF THE EXPANDED NWWIMM, DESIGNATED BY THE UNITED STATES CONGRESS AS THE NATIONAL WORLD WAR I MUSEUM IN 2004, TOOK PLACE ON DECEMBER 2, 2006. THE EXPANDED MUSEUM HOUSES AND DISPLAYS A SIGNIFICANT PORTION OF THE MUSEUM'S COLLECTION OF OBJECTS AND ARTIFACTS. THIS RICH COLLECTION HAS GROWN TO MORE THAN 380,000 ARTIFACTS AS OF DECEMBER 31, 2024. PURSUANT TO THE GUIDELINES OF THE AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY (AASLH), THE COLLECTION HAS NOT BEEN CAPITALIZED BECAUSE THE AASLH BELIEVES THAT COLLECTIONS ARE NOT FINANCIAL ASSETS, BUT CONSTITUTE A SEPARATE CATEGORY OF RESOURCE DIRECTLY FULFILLING INSTITUTIONAL MISSIONS, LEGAL RESPONSIBILITIES AND FIDUCIARY OBLIGATIONS. THE NWWIMM HAS AGREED TO FOLLOW THE AASLH'S "STATEMENT OF PROFESSIONAL STANDARDS AND ETHICS", WHICH SPECIFICALLY CONCLUDES THAT COLLECTIONS SHALL NOT BE CAPITALIZED NOR TREATED AS FINANCIAL ASSETS. ACCESSIONS TO THE COLLECTION, WHICH OFTEN INCLUDE MULTIPLE ARTIFACTS, TOTALED 205 AND 294 IN 2024 AND 2023, RESPECTIVELY. PART III, LINE 4: THE NWWIMM'S COLLECTION OF OVER 380,000 OBJECTS AND ARTIFACTS, INCLUDING VEHICLES, UNIFORMS, FIREARMS, PHOTOGRAPHS AND MILITARY RECORDS PROMOTE AND CULTIVATE THE HISTORY OF WORLD WAR I THROUGH PUBLIC EXHIBITION, EDUCATIONAL PROGRAMMING AND SCHOLARLY RESEARCH. PART V, LINE 4: THE NWWIMM'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF A PERMANENT ENDOWMENT FUND ESTABLISHED IN CONNECTION WITH THE AWARD OF A $500,000 NATIONAL ENDOWMENT FOR THE HUMANITIES (NEH) CHALLENGE GRANT TO THE NWWIMM AND RELATED MATCHING CONTRIBUTIONS OF $1,500,000. THE INCOME FROM THE $2,000,000 ENDOWMENT IS TO BE USED 90% FOR EDUCATIONAL PROGRAMMING AND 10% FOR ARTIFACT ACQUISITION. THE NWWIMM SEEKS TO CREATE VARIOUS ENDOWED FUNDS TO SUPPORT ALL ASPECTS OF MUSEUM OPERATIONS, CARE AND UPKEEP OF THE MEMORIAL AND UPKEEP OF THE GROUNDS. A COMPREHENSIVE FUNDRAISING CAMPAIGN "A SECOND CENTURY" IS SUPPORTING THESE INITIATIVES. BOARD-DESIGNATED RESERVE CONSISTS OF A FUND ESTABLISHED IN 2009 TO PROVIDE RESOURCES TO SUPPORT THE NWWIMM'S OPERATIONS. X X X X X X X 1 DANILLER COMPANY 3724 JEFFERSON STREET AUSTIN TX 78731 NATIONAL CAMPAIGN STRATEGY 0 114557 94254 20303 114557 94254 20303 AL AK AZ AR 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 NIGHT AT THE TOWER 687055 582430 104625 294387 VAROUS EXHIBIT SPONSORSHIPS 174509 174509 861564 756939 104625 294387 294387 -189762 X X 0 0 0 0 0 0 0 1 0 MATTHEW C NAYLOR PRESIDENT/CEO 362250 0 95000 0 0 0 20340 0 948 0 478538 0 0 0 TED PLACE VICE PRESIDENT DEVELOPMENT 166506 0 1350 0 0 0 10017 0 8163 0 186036 0 0 0 CHRIS WARREN VICE PRESIDENT CURATORIAL 168197 0 1350 0 0 0 10119 0 948 0 180614 0 0 0 PART I, LINE 7 THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS DISCRETION OVER ANY BONUS PAYMENTS AWARDED TO THE PRESIDENT AND CEO, AND ARE BASED ON PREDETERMINED PERFORMANCE OBJECTIVES. THE EXECUTIVE COMMITTEE APPROVES ALL NONFIXED ELEMENTS OF COMPENSATION. X 205 0 1 0 PART I, LINE 33: THE NWWIMM DOES NOT RECORD REVENUES FROM CONTRIBUTIONS OF HISTORICAL OBJECTS DONATED TO ITS COLLECTION AS ALLOWED UNDER FASB ASC 958-360-50-1. THE SAME NON-RECOGNITION POLICY IS FOLLOWED FOR CONTRIBUTED HISTORICAL EXHIBITIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING. A COPY OF THE FORM 990 IS ALSO MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY BY OBTAINING A DISCLOSURE FORM FROM BOARD MEMBERS AND EMPLOYEES ON AN ANNUAL BASIS. ANY POTENTIAL CONFLICT OF INTEREST FOR A BOARD MEMBER OR THE PRESIDENT/CEO IS REFERRED TO THE GOVERNANCE COMMITTEE FOR REVIEW. A RECOMMENDATION OF ACTION, IF WARRANTED, IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR A FINAL DETERMINATION. FOR EMPLOYEES, THE PRESIDENT/CEO PERFORMS THE REVIEW AND IS RESPONSIBLE FOR DETERMINING THE APPROPRIATE ACTION TO BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DETERMINES THE AMOUNT OF COMPENSATION FOR THE PRESIDENT/CEO DURING AN ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE. OTHER KEY EMPLOYEES OF THE ORGANIZATION UNDERGO AN ANNUAL REVIEW AS DIRECTED BY THE PRESIDENT/CEO. A REVISED PERFORMANCE REVIEW PROCESS WAS IMPLEMENTED. COMPENSATION WAS EVALUATED USING A NUMBER OF FACTORS, INCLUDING COMPARISON TO SIMILAR POSITIONS AT COMPARATIVE ORGANZATIONS (COMPARATIVE BASED ON ANNUAL BUDGET, NUMBER OF EMPLOYEES, INDUSTRY AND GEOGRAPHICAL LOCATION). COMPENSATION WAS ADJUSTED AT CERTAIN POSITIONS BASED ON THIS EVALUATION AND MERIT. COST OF LIVING ADJUSTMENTS (COLA) WERE CONSIDERED FOR MOST POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 842,372. MANAGEMENT AND GENERAL EXPENSES 1,167,667. FUNDRAISING EXPENSES 3,505. TOTAL EXPENSES 2,013,544.