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-RetMG RUSSELL L FUHRMAN USA-RET
BOARD DIRECTOR AND ASST SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Gen Eric K Shinseki Usa-RetGEN ERIC K SHINSEKI USA-RET
BOARD CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Ltg Larry Jordan Usa-RetLTG LARRY JORDAN USA-RET
BOARD VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Col Raymond K Bluhm Usa-RetCOL RAYMOND K BLUHM USA-RET
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debbie Rub BrooksDEBBIE RUB BROOKS
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don M FoxDON M FOX
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David GralingDAVID GRALING
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Arsalan LutfiARSALAN LUTFI
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sma Kenneth O Preston Usa-RetSMA KENNETH O PRESTON USA-RET
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Col Krewasky Salter Usa-Ret PhDCOL KREWASKY SALTER USA-RET PHD
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ltg Jeffrey Sorenson Usa-RetLTG JEFFREY SORENSON USA-RET
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan C StarksDAN C STARKS
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ltc Jordan E Tannenbaum Usar-RetLTC JORDAN E TANNENBAUM USAR-RET
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gen Dennis L Via Usa-RetGEN DENNIS L VIA USA-RET
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul J WeilerPAUL 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-RetDR 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-RetLTG 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 KaplanJULIE 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 HubansJAMIE 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 KlineKERRI 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 CoutureRICHARD 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
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.