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Nonprofiteer
← PMML NORTH INC

Form 990 for tax year 2022

Filed by PMML NORTH INC.

Totals

Total revenue
$49,973,573
Total expenses
$1,709,016
Contributions and grants received
$49,015,619
Grants paid
$0
Program service revenue
$0
Investment income
$930,040
Other revenue
$27,914
Total assets, end of year
$210,406,484
Total liabilities, end of year
$2,357,819
Net assets or fund balances, end of year
$208,048,665
Program services expenses (Part IX)
$0
Management and general expenses
$1,709,016
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $49,015,619

  • 1g · Noncash contributions included above

    $48,848,782

  • 3 · Investment income

    total $1,130,528 · excluded $1,130,528

  • 6a · Gross rents

    real property $27,914

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $27,914

  • 6d · Net rental income or loss

    total $27,914 · excluded $27,914

  • 7a · Gross sales of assets other than inventory

    securities $24,300,000

  • 7b · Less cost or other basis and sales expenses

    securities $24,500,488

  • 7c · Gain or loss

    securities -$200,488

  • 7d · Net gain or loss

    total -$200,488 · excluded -$200,488

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $444,122 · management and general $444,122

  • 8 · Pension plan contributions

    total $45,749 · management and general $45,749

  • 9 · Other employee benefits

    total $124,586 · management and general $124,586

  • 10 · Payroll taxes

    total $37,532 · management and general $37,532

  • 11a · Fees: management

    total $299,414 · management and general $299,414

  • 11b · Fees: legal

    total $1,050 · management and general $1,050

  • 11c · Fees: accounting

    total $46,878 · management and general $46,878

  • 11g · Fees: other

    total $30,531 · management and general $30,531

  • 13 · Office expenses

    total $3,775 · management and general $3,775

  • 14 · Information technology

    total $47,502 · management and general $47,502

  • 16 · Occupancy

    total $609,226 · management and general $609,226

  • 17 · Travel

    total $5,400 · management and general $5,400

  • 22 · Depreciation, depletion and amortization

    total $2,698 · management and general $2,698

  • 24a · Other expenses: SUPPLIES: COLLECTIONS

    total $8,285 · management and general $8,285

  • 24b · Other expenses: LICENSES & PERMITS

    total $583 · management and general $583

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $197 · management and general $197

  • 24e · All other expenses

    total $1,488 · management and general $1,488

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,278,054 · end of year $2,000,500

  • 2 · Savings and temporary cash investments

    beginning of year $6,093,617 · end of year $3,785,745

  • 4 · Accounts receivable

    beginning of year $0 · end of year $12,265,964

  • 5 · Loans and receivables from officers and key people

    beginning of year $93,891 · end of year $386,498

  • 9 · Prepaid expenses and deferred charges

    beginning of year $66,643 · end of year $2,395

  • 10a · Land, buildings and equipment: cost or other basis

    $85,510,420

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,043

  • 10c · Land, buildings and equipment, net

    beginning of year $70,899,883 · end of year $85,507,377

  • 11 · Investments: publicly traded securities

    beginning of year $83,350,054 · end of year $106,015,875

  • 15 · Other assets

    beginning of year $24,397 · end of year $442,130

  • 17 · Accounts payable and accrued expenses

    beginning of year $171,615 · end of year $2,158,386

  • 19 · Deferred revenue

    beginning of year $21,550 · end of year $6,232

  • 22 · Loans and payables to officers and key people

    beginning of year $146,793 · end of year $41,090

  • 25 · Other liabilities

    beginning of year $0 · end of year $152,111

  • 27 · Net assets without donor restrictions

    beginning of year $161,466,581 · end of year $208,048,665

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • IN 2022, THE LIBRARY AND THE COLLECTIONS DEPARTMENTS STARTED A YEARLONG PREPARATION OF THE ENTIRE COLLECTION FOR THE MOVE TO THE NEW FACILITY IN SOMERS WI. THIS PROCESS REQUIRED ADDITIONAL STAFF TO PROCESS TOTAL OF APPROXIMATELY 116,000 ITEMS. THE LIBRARY STAFF PREPARED 74,484 BOOKS. THIS INCLUDED CATALOGING SOME OF OUR BACKLOG OF COLLECTION MATERIALS, AN OUTSIDE APPRAISAL OF ITEMS THAT WERE DONATED WITHOUT APPRAISED VALUATIONS TO UPDATE INSURANCE VALUES PRIOR TO THE MOVEMENT OF ITEMS, A COMPLETE INVENTORY OF THE COLLECTION (THE FIRST FULL INVENTORY IN MORE THAN 10 YEARS) TO UPDATE HOLDING RECORDS PRIOR TO THE MOVEMENT OF ITEMS, AND RE-HOUSING AND ASSESSING INDIVIDUAL COLLECTION ITEMS FOR (CONTINUED ON SCH O) CONSERVATION MEASURES SO THOSE ITEMS WOULD BE MOVED SAFELY WITHOUT DAMAGE.THE COLLECTIONS STAFF PROCESSED 41,486 ITEMS IN PREPARATION FOR THE MOVE. THE PROCESS CONSISTED OF LOCATION INVENTORY AND PREPARING CONDITION REPORTS, PHOTOGRAPHING, CLEANING, AND PACKING OF ALL ITEMS. IN ADDITION, THE STAFF HAD TO PACK NON-COLLECTIONS SUPPLIES AND EQUIPMENT TO THE NEW FACILITY. A TOTAL OF 4 PART-TIME POSITIONS WERE HIRED FOR THIS EFFORT.THE ORGANIZATION IS IN IT'S FIRST FIVE YEARS, AND IN START-UP MODE. THE ORGANIZATION HAS BEEN FOCUSED ON BUILDING FACILITIES AND LAND IMPROVEMENTS, WHICH IS WHY PROGRAM REVENUES AND EXPENSES ARE ZERO AT THIS TIME. FOR CALENDAR YEAR 2023, THERE WILL BE A PARTIAL YEAR OF ACTIVITY.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Susan Rifkin

    DIRECTOR

    Total calculated
    $294,720
    From this org
    $23,451
    From related orgs
    $211,057
    Other
    $60,212
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $23,451 + $211,057 related
    Bonus
    $0
    Other
    $0
    Deferred
    $2,764 + $24,877 related
    Nontaxable benefits
    $3,257 + $29,314 related
    Filer's total
    $29,472 + $265,248 related

  • Col Il Jennifer N Pritzker

    PRESIDENT, CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mary Parthe

    SECRETARY AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Shari Koehler

    TREASURER AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bridget Altenburg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Stephen Evans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kevin Farrell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Arie Friedman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lori Manning

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • James Mukoyama

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ginny Narsete

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robert Sarazen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Schwan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Roberto Bravo

    DIRECTOR OF ADMIN AND OPERATIONS

    Total calculated
    $181,053
    From this org
    $32,847
    From related orgs
    $98,542
    Other
    $49,664
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $32,847 + $98,542 related
    Bonus
    $0
    Other
    $0
    Deferred
    $4,260 + $12,780 related
    Nontaxable benefits
    $8,156 + $24,468 related
    Filer's total
    $45,263 + $135,790 related

  • John Lapine

    COLLECTION SERVICE MANAGER

    Total calculated
    $161,741
    From this org
    $114,235
    From related orgs
    $0
    Other
    $47,506
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $111,235
    Bonus
    $3,000
    Other
    $0
    Deferred
    $14,934
    Nontaxable benefits
    $32,572
    Filer's total
    $161,741

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S DIRECTOR AND HIGHEST COMPENSATED INDIVIUAL UNDER THE COMMON PAYMASTER AND SHARED SERVICES AGREEMENT WITH RELATED ORGANIZATION, THE RELATED ORGANIZATION UTILIZES THE FOLLOWING FOR THE REBUTTABLE PRESUMPTION TEST: WRITTEN EMPLOYMENT CONTRACT WITH ANOTHER ENTITY, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION.
PART I, LINE 7:
NON-FIXED PAYMENTS ANNUAL BONUSES ARE BASED ON BUDGET ALLOCATED AT MANAGER DISCRETION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ARCHIVES AND ARMORY PMML WISCONSIN LLC

    MILITARY COLLECTION ARCHIVE · WI · income $27,914 · assets $100,042,019

    Directly controlled by PMML NORTH INC

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202303129349304890

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