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Nonprofiteer
← PMML NORTH INC

Form 990 for tax year 2024

Filed by PMML NORTH INC.

Totals

Total revenue
$33,394,424
Total expenses
$5,964,174
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$32,698,944
Other revenue
$695,480
Total assets, end of year
$218,911,509
Total liabilities, end of year
$283,664
Net assets or fund balances, end of year
$218,627,845
Program services expenses (Part IX)
$898,189
Management and general expenses
$5,065,985
Fundraising expenses
$0
Program service expenses (Part III)
$898,189

Program services were 15.1% 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.

  • 3 · Investment income

    total $3,308,818 · excluded $3,308,818

  • 6a · Gross rents

    real property $186,913

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $186,913

  • 6d · Net rental income or loss

    total $186,913 · excluded $186,913

  • 7a · Gross sales of assets other than inventory

    securities $129,406,803

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

    securities $100,016,677

  • 7c · Gain or loss

    securities $29,390,126

  • 7d · Net gain or loss

    total $29,390,126 · excluded $29,390,126

  • 11a · Other revenue: RENEWAL ENERGY CREDIT - REBATE

    total $508,567 · excluded $508,567

  • 11e · Other revenue, total

    $508,567

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $132,258 · program services $120,637 · management and general $11,621

  • 7 · Other salaries and wages

    total $335,828 · program services $306,319 · management and general $29,509

  • 8 · Pension plan contributions

    total $13,220 · program services $12,058 · management and general $1,162

  • 9 · Other employee benefits

    total $104,933 · program services $95,713 · management and general $9,220

  • 10 · Payroll taxes

    total $48,870 · program services $44,576 · management and general $4,294

  • 11a · Fees: management

    total $971,624 · management and general $971,624

  • 11b · Fees: legal

    total $30,386 · management and general $30,386

  • 11c · Fees: accounting

    total $76,420 · management and general $76,420

  • 11g · Fees: other

    total $39,100 · management and general $39,100

  • 13 · Office expenses

    total $7,732 · management and general $7,732

  • 14 · Information technology

    total $129,208 · management and general $129,208

  • 16 · Occupancy

    total $849,436 · program services $288,453 · management and general $560,983

  • 20 · Interest

    total $452,185 · management and general $452,185

  • 22 · Depreciation, depletion and amortization

    total $2,758,202 · program services $30,433 · management and general $2,727,769

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $11,863 · management and general $11,863

  • 24b · Other expenses: SUPPLIES: COLLECTIONS

    total $1,136 · management and general $1,136

  • 24c · Other expenses: LICENSES & PERMITS

    total $185 · management and general $185

  • 24e · All other expenses

    total $1,588 · management and general $1,588

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $747,932 · end of year $897,866

  • 2 · Savings and temporary cash investments

    beginning of year $3,850,598 · end of year $740,757

  • 4 · Accounts receivable

    beginning of year $11,626,643 · end of year $11,490,850

  • 5 · Loans and receivables from officers and key people

    beginning of year $374,698 · end of year $400,502

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,612 · end of year $50,058

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

    $105,744,275

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

    $5,222,934

  • 10c · Land, buildings and equipment, net

    beginning of year $97,546,809 · end of year $100,521,341

  • 11 · Investments: publicly traded securities

    beginning of year $100,122,340 · end of year $104,807,439

  • 15 · Other assets

    beginning of year $307,232 · end of year $2,696

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,806,323 · end of year $218,960

  • 19 · Deferred revenue

    beginning of year $6,468

  • 25 · Other liabilities

    beginning of year $108,513 · end of year $64,704

  • 27 · Net assets without donor restrictions

    beginning of year $212,719,560 · end of year $218,627,845

Mission and programs · 2024

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 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.

    Expenses $898,189 · Revenue $33,394,424

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Susan Rifkin

    DIRECTOR

    Total calculated
    $310,827
    From this org
    $26,563
    From related orgs
    $239,067
    Other
    $45,197
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $22,993 + $206,936 related
    Bonus
    $2,800 + $25,200 related
    Other
    $770 + $6,931 related
    Deferred
    $3,139 + $28,250 related
    Nontaxable benefits
    $1,381 + $12,427 related
    Filer's total
    $31,083 + $279,744 related
  • Col Il Jennifer N Pritzker

    PRESIDENT, CHAIR & DIR.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Mary F Falcon

    SECRETARY AND DIRECTOR (THRU 09/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Phyllis Brunt

    SECRETARY AND DIRECTOR (AS OF 09/24)

    Total calculated
    $99,832
    From this org
    $30,806
    From related orgs
    $46,209
    Other
    $22,817
    Hours/week
    16 + 24 related
  • Shari Koehler

    TREASURER AND DIRECTOR (THRU 08/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Bridget Altenburg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Col Charles K Dalgleish

    DIRECTOR (AS OF 07/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Stephen Evans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Joseph Heins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Carla Knorowski

    DIRECTOR (THRU 07/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lory Manning

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • James Mukoyama

    DIRECTOR (THRU 05/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ginny Narsete

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Terrell Odom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Elisabeth Pennix

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Kevin Rochford

    DIRECTOR (THRU 03/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • John Allen Williams

    DIRECTOR (THRU 06/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Roberto Bravo

    INTERIM PRESIDENT (THRU 11/24)

    Total calculated
    $244,970
    From this org
    $48,231
    From related orgs
    $144,694
    Other
    $52,045
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $42,475 + $127,426 related
    Bonus
    $0
    Other
    $5,756 + $17,268 related
    Deferred
    $5,437 + $16,311 related
    Nontaxable benefits
    $7,574 + $22,723 related
    Filer's total
    $61,242 + $183,728 related

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

  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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 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.

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 $186,913 · assets $112,130,300

    Directly controlled by PMML NORTH INC

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503189349308525

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