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Nonprofiteer
← ARMY HISTORICAL FOUNDATION INC

Form 990 for tax year 2022

Filed by ARMY HISTORICAL FOUNDATION INC.

Totals

Total revenue
$10,051,135
Total expenses
$13,076,779
Contributions and grants received
$9,463,588
Grants paid
$5,250
Program service revenue
$33,134
Investment income
$3,357
Other revenue
$551,056
Total assets, end of year
$10,524,308
Total liabilities, end of year
$24,862,220
Net assets or fund balances, end of year
-$14,337,912
Program services expenses (Part IX)
$7,229,742
Management and general expenses
$1,507,609
Fundraising expenses
$4,339,428
Program service expenses (Part III)
$7,229,742

Program services were 55.3% 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

    $9,463,588

  • 2a · Program service revenue: EDUCATIONAL TOURS AND

    total $33,134 · related or exempt $33,134

  • 3 · Investment income

    total $3,357 · excluded $3,357

  • 10a · Gross sales of inventory

    $698,065

  • 10b · Cost of goods sold

    $147,009

  • 10c · Net income from sales of inventory

    total $551,056 · related or exempt $551,056

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $5,250 · program services $5,250

  • 5 · Compensation of officers, directors and key employees

    total $405,254 · program services $104,315 · management and general $134,061 · fundraising $166,878

  • 7 · Other salaries and wages

    total $1,978,664 · program services $509,321 · management and general $654,557 · fundraising $814,786

  • 8 · Pension plan contributions

    total $70,296 · program services $18,095 · management and general $23,254 · fundraising $28,947

  • 9 · Other employee benefits

    total $378,873 · program services $97,524 · management and general $125,335 · fundraising $156,014

  • 10 · Payroll taxes

    total $25,283 · program services $6,508 · management and general $8,364 · fundraising $10,411

  • 11b · Fees: legal

    total $11,960 · management and general $9,449 · fundraising $2,511

  • 11c · Fees: accounting

    total $40,477 · management and general $31,979 · fundraising $8,498

  • 11e · Fees: professional fundraising services

    total $1,249,652 · fundraising $1,249,652

  • 11g · Fees: other

    total $176,183 · management and general $139,192 · fundraising $36,991

  • 12 · Advertising and promotion

    total $938,849 · program services $43,391 · fundraising $895,458

  • 13 · Office expenses

    total $511,221 · program services $132,894 · management and general $124,412 · fundraising $253,915

  • 16 · Occupancy

    total $41,480 · program services $10,783 · management and general $10,095 · fundraising $20,602

  • 17 · Travel

    total $36,203 · program services $25,843 · management and general $5,527 · fundraising $4,833

  • 19 · Conferences, conventions and meetings

    total $47,395 · program services $12,321 · management and general $11,534 · fundraising $23,540

  • 20 · Interest

    total $1,855,612 · program services $1,788,525 · management and general $67,087

  • 22 · Depreciation, depletion and amortization

    total $176,631 · program services $45,916 · management and general $42,985 · fundraising $87,730

  • 23 · Insurance

    total $33,171 · management and general $33,171

  • 24a · Other expenses: MUSEUM OPERATIONS

    total $4,351,157 · program services $4,282,975 · management and general $68,182

  • 24b · Other expenses: MISC. PROGRAM SUPPORT

    total $383,255 · program services $4,830 · management and general $18,425 · fundraising $360,000

  • 24c · Other expenses: WEBSITE/NEWSLETTER

    total $295,498 · program services $76,836 · fundraising $218,662

  • 24d · Other expenses: POST MUSEUM TRANSFER CO

    total $64,415 · program services $64,415

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,300 · end of year $5,462

  • 2 · Savings and temporary cash investments

    beginning of year $11,510,511 · end of year $5,017,896

  • 3 · Pledges and grants receivable

    beginning of year $4,666,438 · end of year $4,766,670

  • 4 · Accounts receivable

    beginning of year $981 · end of year $432

  • 7 · Other notes and loans receivable

    beginning of year $101,153 · end of year $97,258

  • 8 · Inventories for sale or use

    beginning of year $139,265 · end of year $80,428

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,146 · end of year $37,933

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

    $853,737

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

    $335,508

  • 10c · Land, buildings and equipment, net

    beginning of year $37,537 · end of year $518,229

  • 17 · Accounts payable and accrued expenses

    beginning of year $637,835 · end of year $1,168,008

  • 19 · Deferred revenue

    beginning of year $40,906 · end of year $43,620

  • 23 · Secured mortgages and notes payable

    beginning of year $27,120,858 · end of year $23,650,592

  • 27 · Net assets without donor restrictions

    beginning of year -$20,929,927 · end of year -$20,028,818

  • 28 · Net assets with donor restrictions

    beginning of year $9,617,659 · end of year $5,690,906

Mission and programs · 2022

Mission

SEE SCHEDULE O

  • 2022 NATIONAL MUSEUM PROGRAMTHE FOUNDATION OPERATED ALL REVENUE-GENERATING ACTIVITIES FOR THE MUSEUM, WHICH REOPENED IN JUNE 2021 AFTER BEING TEMPORARILY CLOSED AS A HEALTH PRECAUTION DUE TO THE COVID-19 PANDEMIC. THE ARMY OWNS, OPERATES, AND MAINTAINS THE MUSEUM, WHILE THE FOUNDATION IS RESPONSIBLE FOR REVENUE GENERATION, FUNDRAISING, AND MEMBERSHIP. REVENUE GENERATING ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO: SPECIAL EVENTS, RETAIL SERVICE, FOOD SERVICES (CAFE AND CATERING), SIMULATORS, AND PHOTOGRAPHY SERVICES.

    Expenses $6,840,638 · Revenue $731,199

  • 2022 HISTORICAL AND EDUCATION PROGRAM:BECAUSE THE DEPARTMENT OF THE ARMY DOES NOT PROVIDE SUCH SERVICE TO THE PUBLIC, THE FOUNDATION SERVES THE ROLE OF ANSWERING INQUIRIES INTO MATTERS OF ARMY HISTORY. THE SUBJECT OF MANY OF THESE QUERIES OFTEN RELATES TO FAMILY HISTORIES, DETAILS OF A RELATIVE'S ARMY SERVICE, FOR EXAMPLE, BUT THEY CAN ALSO COVER A WIDE RANGE OF OTHER SUBJECTS. THIS IS A FREE SERVICE PROVIDED BY FOUNDATION STAFF HISTORIANS WHO CONDUCT THE RESEARCH IN THE FOUNDATION'S OWN MILITARY LIBRARY, AT THE U.S. ARMY CENTER OF MILITARY HISTORY, THE NATIONAL ARCHIVES, AND VIA ONLINE RESOURCES. IN 2022, THE AHF STAFF RESPONDED TO NEARLY 400 INQUIRIES FROM MEMBERS, DONORS, AND THE GENERAL PUBLIC FROM ALL OVER THE COUNTRY.FOUR ISSUES OF ON POINT WERE PUBLISHED IN 2022, WITH APPROXIMATELY 5,000 COPIES PER ISSUE MAILED OUT, MOST GOING TO MEMBERS AND DONORS. THE FOUNDATION HAS PUBLISHED ON POINT, WHICH STARTED AS A QUARTERLY EIGHT-PAGE NEWSLETTER AND IS NOW A FULL-COLOR, AWARD-WINNING, 68-PAGE MAGAZINE. ON POINT FEATURES ARTICLES ON A WIDE RANGE OF ARMY HISTORY AND ARTWORK, ALONG WITH MILITARY BOOK REVIEWS AND NEWS ABOUT THE NATIONAL MUSEUM OF THE UNITED STATES ARMY. THE PUBLICATION INCLUDES ARTICLES BY NOTABLE MILITARY HISTORIANS AND ALSO PROVIDES OPPORTUNITIES FOR EMERGING HISTORIANS AND NOVICE AUTHORS TO GET PUBLISHED IN A HISTORY MAGAZINE. IN 2022, THE FOUNDATION CONTINUED PUBLISHING ON POINT IN PRINT AND ONLINE AS WELL AS EXPANDING OUR DIGITAL FOOTPRINT OVERALL. WE HAVE BEGUN A PROGRAM OF DIGITIZING PAST ISSUES OF ON POINT, WITH THE GOAL OF MAKING ALL PRIOR LONG-FORM COPIES AVAILABLE ONLINE, AS WELL AS PUBLISHING UNIQUE ARTICLES ON TOPICAL SUBJECTS IN COORDINATION WITH OUR MARKETING TEAM. THIS HAS CONTINUED TO DELIVER AHF'S ARMY JOURNAL AND HISTORY PRODUCTS ON A DIGITAL PLATFORM, INCREASING ACCESS AND VISIBILITY WHILE MAXIMIZING VALUE DURING A TIME WITH A SURGE IN DIGITAL CONTENT IN THE MARKETPLACE.THE DISTINGUISHED WRITING AWARDS PROGRAM WAS ESTABLISHED IN 1997 TO RECOGNIZE AUTHORS WHO MAKE A SIGNIFICANT CONTRIBUTION TO THE LITERATURE ON U.S. ARMY HISTORY. EACH YEAR NOMINATIONS ARE SUBMITTED TO THE AWARDS COMMITTEE BY PUBLISHERS AND JOURNAL EDITORS. A SMALL GROUP OF FINALISTS ARE SELECTED, AND A FINAL JUDGING IS MADE. THE AWARDS ARE FORMALLY PRESENTED AT THE FOUNDATION'S ANNUAL MEMBERS' MEETING. IN 2022, AHF PRESENTED $5,500 IN AWARD MONEY TO AUTHORS OF FIVE BOOKS AND TWO ARTICLES. AWARD-WINNING BOOKS INCLUDE: BIOGRAPHY - GENERAL JOHN A. RAWLINS: NO ORDINARY MAN, BY ALLEN J. OTTENS (INDIANA UNIVERSITY PRESS)OPERATIONAL/BATTLE HISTORY - ISLAND INFERNOS: THE US ARMY'S PACIFIC WAR ODYSSEY, 1944, BY JOHN C. MCMANUS (DUTTON CALIBER) INSTITUTIONAL/FUNCTIONAL HISTORY - THE UNITED STATES ARMY AND THE MAKING OF AMERICA: FROM CONFEDERATION TO EMPIRE, 1775-1903, BY ROBERT WOOSTER (UNIVERSITY PRESS OF KANSAS)JOURNALS, MEMOIRS, AND LETTERS - TILL VICTORY: THE SECOND WORLD WAR BY THOSE WHO WERE THERE, BY CLEMENT HORVATH (PEN & SWORD MILITARY) UNIT HISTORY - MEN OF ARMOR: THE HISTORY OF B COMPANY, 756TH TANK BATTALION IN WORLD WAR II, PART ONE: BEGINNINGS, NORTH AFRICA, AND ITALY, BY JEFF DANBY (CASEMATE)AWARD-WINNING ARTICLES INCLUDE: ACADEMIC JOURNALS "THE GULF WAR AT 30," BY J. TRAVIS MOGER. ARMY HISTORY, WINTER 2021JOURNALS AND MAGAZINES "A SAVIOR OF THE CAPITOL," BY PAUL RUSSINOFF. MILITARY IMAGES, SPRING 2021THE BOOK AWARD WINNERS RECEIVE A PLAQUE HONORING THE BOOK AND A $1,000 CASH AWARD; THE ARTICLE AWARD WINNERS ALSO RECEIVE A PLAQUE AND A $250 CASH AWARD. THE AWARDS WERE PRESENTED AT THE FOUNDATION'S ANNUAL MEETING IN 2022 AT THE NATIONAL MUSEUM OF THE U.S. ARMY AT FORT BELVOIR, VIRGINIA. THE ARMY HISTORICAL FOUNDATION, A NONPROFIT, TAX-EXEMPT ORGANIZATION, IS DEDICATED TO PRESERVING THE HISTORY AND HERITAGE OF THE AMERICAN SOLDIER. ITS GOAL IS TO PROMOTE GREATER PUBLIC APPRECIATION FOR THE CONTRIBUTIONS THAT AMERICA'S ARMY - REGULAR, RESERVE, AND NATIONAL GUARD - HAS MADE TO THE NATION IN 247 YEARS OF SERVICE. THE FOUNDATION IS THE PRINCIPAL FUNDRAISER TO BUILD THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, WHICH OFFICIALLY OPENED ON NOVEMBER 11, 2020, AT FORT BELVOIR.IN ADDITION TO FUNDRAISING FOR AND MANAGING THE REVENUE GENERATING ACTIVITIES IN THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, THE FOUNDATION'S PROJECTS AND ACTIVITIES INCLUDE THE REFURBISHMENT OF HISTORICAL ARMY BUILDINGS, ACQUISITION AND CONSERVATION OF HISTORICAL ART, ARTIFACTS, AND DOCUMENTS; SUPPORT OF ARMY HISTORY EDUCATION PROGRAMS; HISTORICAL RESEARCH; PUBLICATION OF HISTORICAL MATERIALS ON THE AMERICAN SOLDIER; AND PROVIDING COUNSEL AND SUPPORT TO PRIVATE AND GOVERNMENTAL ORGANIZATIONS COMMITTED TO THE SAME GOALS AS THE FOUNDATION.THE ARMY HISTORICAL FOUNDATION'S INTERN PROGRAM PROVIDES OPPORTUNITIES FOR HIGH SCHOOL, UNDERGRADUATE, AND GRADUATE STUDENTS WHO HAVE AN INTEREST IN U.S. ARMY HISTORY TO GAIN PRACTICAL WORK EXPERIENCE UNDER THE SUPERVISION OF THE FOUNDATION'S STAFF HISTORIANS. USING THE AHF LIBRARY AND VARIOUS ONLINE AND ARCHIVAL RESOURCES, AHF INTERNS (ASSISTANT HISTORIANS) PERFORM MANY OF THE SAME TASKS AS THE FOUNDATION'S REGULAR STAFF, INCLUDING WRITING AND EDITING ARTICLES FOR ON POINT, RESEARCHING AND ANSWERING HISTORICAL INQUIRIES, AND CONDUCTING IMAGE RESEARCH. AHF INTERNS HAVE GONE ON TO VARIOUS CAREERS AND OTHER ENDEAVORS AFTER COMPLETING INTERNSHIPS, INCLUDING EMPLOYMENT AS HISTORIANS, CURATORS, AND TEACHERS, AS WELL AS ACCEPTANCE TO GRADUATE PROGRAMS IN HISTORY AND LIBRARY SCIENCE.

    Expenses $389,104 · Grants $5,250

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

Listed in Part VII

  • Mg Russell L Fuhrman Usa-Ret

    BOARD DIRECTOR AND ASST SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Gen Eric K Shinseki Usa-Ret

    BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Ltg Larry Jordan Usa-Ret

    BOARD VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Col Raymond K Bluhm Usa-Ret

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Debbie Rub Brooks

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Don M Fox

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Graling

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Arsalan Lutfi

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sma Kenneth O Preston Usa-Ret

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Col Krewasky Salter Usa-Ret PhD

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ltg Jeffrey Sorenson Usa-Ret

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dan C Starks

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ltc Jordan E Tannenbaum Usar-Ret

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gen Dennis L Via Usa-Ret

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Paul J Weiler

    CHIEF FINANCIAL OFFICER

    Total calculated
    $160,870
    From this org
    $132,384
    From related orgs
    $0
    Other
    $28,486
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,384
    Bonus
    $0
    Other
    $0
    Deferred
    $5,583
    Nontaxable benefits
    $22,929
    Filer's total
    $160,896
  • Dr Richard E Talley Col Usa-Ret

    VP OF STRATEGIC INIT. (THRU 9/22)

    Total calculated
    $96,690
    From this org
    $92,971
    From related orgs
    $0
    Other
    $3,719
    Hours/week
    40
  • Ltg Roger C Schultz Usa-Ret

    PRESIDENT

    Total calculated
    $147,647
    From this org
    $142,179
    From related orgs
    $0
    Other
    $5,468
    Hours/week
    40
  • Julie E Kaplan

    VP OF DEVELOPMENT

    Total calculated
    $136,533
    From this org
    $131,282
    From related orgs
    $0
    Other
    $5,251
    Hours/week
    40
  • Jamie L Hubans

    VP OF MARKETING COMMUNICAT

    Total calculated
    $144,927
    From this org
    $139,216
    From related orgs
    $0
    Other
    $5,711
    Hours/week
    40
  • Kerri A Kline

    VP OF OPERATIONS

    Total calculated
    $148,802
    From this org
    $143,081
    From related orgs
    $0
    Other
    $5,721
    Hours/week
    40
  • Richard A Couture

    VP OF PROGRAMS & SERVICES

    Total calculated
    $174,271
    From this org
    $137,013
    From related orgs
    $0
    Other
    $37,258
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,013
    Bonus
    $0
    Other
    $0
    Deferred
    $4,318
    Nontaxable benefits
    $32,965
    Filer's total
    $174,296

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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Provenance

Return type
form_990
Tax year
2022
Filed
7 September 2023
IRS schema version
2022v5.0
Source object
202302559349301850

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