2024-11-15T15:38:42-06:00 2023-12-31 341874260 CBIZ SLD 44 MONTGOMERY ST SUITE 1000 SAN FRANCISCO CA 94104 990 2023-01-01 942506639 THE NATIONAL LIBERTY SHIP MEMORIAL INC DBA SS JEREMIAH O'BRIEN NATI 4155440100 45 PIER 4A SAN FRANCISCO CA 94133 KEN WRIGHT EXECUTIVE DIRECTOR 4155440100 2024-11-15 1 1 RONALD SIMONIAN P00232207 4153974444 2024-11-15 2023 2024-10-15 13:58:12Z FORREST BOOTH 45 PIER 4A SAN FRANCISCO CA 94133 1406635 0 X WWW.SSJEREMIAHOBRIEN.ORG X 1977 CA TO PROMOTE HISTORICAL AWARENESS OF LIBERTY SHIPS AND THE U.S. MERCHANT MARINES. 15 14 8 163 0 0 711596 832709 751114 477332 501 -6138 40704 53642 1503915 1357545 0 0 0 0 395200 449775 0 0 65622 690470 1688311 1085670 2138086 418245 -780541 1363657 583116 0 0 1363657 583116 X THE MISSION OF THE NATIONAL LIBERTY SHIP MEMORIAL IS TO PRESERVE, FOR PRESENT AND FUTURE GENERATIONS, THE STORY OF THE US MERCHANT MARINES, PATRIOTIC AND BRAVE MEN AND WOMEN WHO BUILT, SAILED AND DEFENDED THE 2,751 AMERICAN-BUILT WORLD WAR II SHIPS KNOWN AS "LIBERTIES." THE MEMORIAL HAS RESTORED AND WILL CONTINUE TO PRESERVE AND MAINTAIN ONE OF THE LAST TWO OPERATING LIBERTY SHIPS, THE SS JEREMIAH O'BRIEN, AS A LIVING MUSEUM. 0 0 1568041 530974 THE NLSM IS A FULLY FUNCTIONAL WORLD WAR II LIBERTY SHIP, THE SS JEREMIAH O'BRIEN, DOCKED IN SAN FRANCISCO'S FISHERMANS WHARF OR MAKING PUBLIC CRUISES ON SAN FRANCISCO BAY. THE TOURS AND DISPLAYS ARE DESIGNED TO PROMOTE AND INCREASE PUBLIC AWARENESS OF LIBERTY SHIPS, THE MERCHANT MARINE, THE HOMEFRONT EFFORT AND THE US MARITIME HISTORY. THE CRUISES ARE RICH LIVING HISTORY LESSONS IN HOW THESE SHIPS WERE BUILT, SAILED AND CONTINUE TO OPERATE.THE PRIMARY FOCUS OF THE SHIP'S PROGRAMS IS THE EDUCATION OF YOUNG PEOPLE ABOUT WORLD WAR II, PARTICULARLY THE CIVILIAN SHIPBUILDING EFFORT, THE BATTLE OF THE ATLANTIC, D-DAY ETC. THE NLSM OFFERS A HIGH SCHOOL INTERNSHIP AND AN ONLINE HISTORY COURSE, AND OVERNIGHT STAY ABOARDS WITH AN EDUCATIONAL PROGRAM AND SPECIAL TOURS OF THE SHIP.THE SS JEREMIAH O'BRIEN SEES AN ANNUAL 70,000 VISITORS AT THE PIER WHILE ANOTHER 4,000 PARTICIPATE IN THE PUBLIC CRUISES. THE PURPOSE OF THE NATIONAL LIBERTY SHIP MEMORIAL IS TO PRESERVE, PROTECT AND PRESENT THE LIBERTY SHIP, SS JEREMIAH O'BRIEN, AS A LIVING MEMORIAL TO THE MEN AND WOMEN WHO BUILT, SAILED AND DEFENDED THE SHIPS KNOWN AS LIBERTY SHIPS.ADDITIONALLY, THE SHIP CONTINUES TO SERVE HER COUNTRY EACH YEAR AS A TRAINING PLATFORM FOR SEVERAL FEDERAL, STATE AND LOCAL AGENCIES INCLUDING HOMELAND SECURITY, THE US COAST GUARD, US NAVY, US ARMY, ALCOHOL, FIREARMS AND TOBACCO, SHERIFF AND POLICE DEPARTMENTS. 1568041 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 5 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X NATIONAL LIBERTY SHIP MEMORIAL INC CO MATT LASHER 4155440100 45 PIER SUITE 4A SAN FRANCISCO CA 94133 JON EATON DIRECTOR/CHIEF ENGINEER 2.00 X 0 0 0 CHRIS FRIEDENBACH DIRECTOR/CREW REPRESENTATI 2.00 X 0 0 0 PAT DUPES-MATSUMOTO CORPORATE SECRETARY (UNTIL 4/23) 36.00 X X 0 0 0 LINDA GREIG DIRECTOR 10.00 X 0 0 0 LOUISE LEAVER ASST TREASURER/INTERIM SECRETARY 18.00 X X 0 0 0 MIKE SAVINO DIRECTOR 10.00 X 0 0 0 CAPT CEVAN LESIEUR DIRECTOR/SHIP MASTER 4.00 X 0 0 0 GABE MIKULICH DIRECTOR 2.00 X 0 0 0 DAVE WINTER DIRECTOR/PORT ENGINEER (UNTIL 3/23) 5.00 X 0 0 0 MATT LASHER EXECUTIVE DIRECTOR (UNTIL 6/23) 40.00 X X 38750 0 0 CAPT LYNN KORWATCH VICE CHAIR 3.00 X X 0 0 0 FOREST BOOTH CHAIRMAN & CEO 9.00 X X 0 0 0 JUDY COLLINS TREASURER 2.00 X X 0 0 0 CARL NOLTE DIRECTOR 4.00 X 0 0 0 BRIAN GOLDMAN DIRECTOR 2.00 X 0 0 0 TOM BERNARD DIRECTOR 8.00 X 0 0 0 ROSS DYKES DIRECTOR 4.00 X 0 0 0 ROBERT LARIOSA EXECUTIVE DIRECTOR (START 6/23) 40.00 X X 49042 0 0 MILT MERIT DIRECTOR (UNTIL 9/23) 1.00 X 0 0 0 87792 0 0 0 0 0 0 0 5700 7895 819114 832709 ADMISSIONS 900099 279629 279629 CRUISES 900099 197703 197703 477332 22 22 42825 0 42825 42825 42825 13182 19342 -6160 -6160 -6160 0 7895 0 0 24130 29748 -5618 -5618 OTHER REVENUE 900099 16435 16435 16435 1357545 530974 0 -6138 87792 67248 20544 297182 287508 9674 35098 32343 2755 29703 27372 2331 4884 4884 8935 8935 15959 3100 12859 37149 5951 4247 26951 144453 106321 37234 898 42080 42080 3010 3010 194010 191402 2608 DRY DOCK & OTHER REPAIR 1137414 1137414 MEMORIAL AND CRUISES 81230 78763 401 2066 OTHER 14055 14055 PAYROLL PROCESSING FEES 5132 4729 403 2138086 1568041 504423 65622 1600 1600 1339734 565354 9264 3103 13059 13059 1363657 583116 0 0 X 658313 537616 705344 45500 1363657 583116 1363657 583116 -780541 0 X X 0 0 0 X 203547 806947 743500 711596 832709 3298299 880629 118466 405163 773373 501320 2678951 1084176 925413 1148663 1484969 1334029 5977250 0 0 0 5977250 501 42848 43349 501 42848 43349 89270 89270 1173446 925413 1148663 1485470 1376877 6109869 0.97830 0.97410 0.00710 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X MILITARY, POLICE, DHS TRAIN 0 0 45500 45500 45500 45500 45500 45500 45500 45500 45500 45500 0 0 0 PART III, LINE 1A: THE NLSM'S COLLECTIONS ARE HOUSED ABOARD THE SS JEREMIAH O'BRIEN, A WORLD WAR II LIBERTY SHIP. THESE INCLUDE WORKS OF ART, MILITARY VEHICLES AND OBJECTS REPRESENTATIVE OF THOSE CARRIED BY LIBERTY SHIPS, A WORLD CLASS DIORAMA, BOOKS, PHOTOGRAPHIC AND DOCUMENT ARCHIVES, ORAL HISTORIES, MILITARY UNIFORMS AND STATIC AND INTERACTIVE MUSEUM DISPLAYS. ALL ITEMS IN THE COLLECTIONS WERE ACQUIRED BY DONATION AND ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION. THE NLSM'S MANAGEMENT POLICY FOLLOWS FEDERAL GUIDELINES ON PRESERVATION, CARE, MAINTENANCE AND DISPLAY AS WELL AS ACCESSION AND DE-ACCESSION OF INDIVIDUAL ITEMS. THE NLSM COLLECTIONS ARE NOT ASSIGNED MONETARY VALUE IN THE STATEMENT OF FINANCIAL POSITION. PART III, LINE 4: WWII SHIP, VEHICLES AND MEMORABILIA PRESERVED TO HELP VISITORS VISUALIZE THE CONTRIBUTION MADE TO THE WAR EFFORT BY THE 2,751 LIBERTY SHIPS AND THE UNITED STATES MERCHANT MARINE. MATT LASHER EXECUTIVE DIRECTOR OF THE ORGANIZATION 37850 MATT LASHER, THE EXECUTIVE DIRECTOR OF THE ORGANIZATION, IS ALSO THE SON-IN-LAW OF JON EATON, A DIRECTOR AND CHIEF ENGINEER OF THE ORGANIZATION. MATT RECEIVES COMPENSATION FROM THE ORGANIZATION FOR HIS SERVICES AS THE EXECUTIVE DIRECTOR. 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ORGANIZATION IS OPEN TO ALL INDIVIDUALS WHO WISH TO JOIN, IRRESPECTIVE OF RACE,COLOR,NATIONAL ORIGIN,SEX OR AGE AND THAT NO OTHERWISE QUALIFIED HANDICAPPED PERSON SHALL SOLELY BY REASON OF THE HANDICAP,BE EXCLUDED FROM PARTICIPATION IN, OR BE DENIED THE BENEFITS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS THREE CLASSES OF MEMBERS. VOTING MEMBERS : THESE MEMBERS INCLUDE (1) REGULAR MEMBERS WHO ARE IN GOOD STANDING BY ACCRUING 100 VOLUNTEER HOURS OR MORE IN EITHER THE PRECEDING OR NEXT PRECEDING CALENDAR YEAR, OR (2) HONORARY MEMBERS IN GOOD STANDING; OR (3) PAID EMPLOYEES OF THE ORGANIZATION WHO HAVE BEEN EMPLOYED FOR 12 OR MORE MONTHS BOARD MEMBERS MAY CHANGE THE AMOUNT OF DUES FOR EACH CATEGORY AS WELL AS CHANGE THE DESCRIPTIONS, PRIVILEGES, BENEFITS AND RESPONSIBILITIES FOR EACH CATEGORY OF MEMBERSHIP. REGULAR MEMBERS: THESE MEMBERS HAVE PAID MEMBERSHIP DUES FOR THE CURRENT CALENDAR YEAR IN ONE OF SEVERAL CATEGORIES OF MEMBERSHIP. HONORARY MEMBERS : THESE MEMBERS ARE DESIGNATED BY THE BOARD. THIS DESIGNATION IS RESERVED FOR THOSE INDIVIUALS, WHO THROUGH ARTS AND SCIENCES AND/OR THROUGH PERSONAL EFFORT OR SIGNIFICANT CONTRIBUTIONS HAS FURTHERED THE GOALS OF THE ORGANIZATION. THE BOARD OF DIRECTORS MAY ESTABLISH VARIOUS CLASSES OF LIMITED HONORARY MEMBERSHIP IN ORDER TO RECOGNIZE THE VALUE OF THE FUNDS, SERVICES OR OTHER PROPERTY CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 7B EACH VOTING MEMBER OF THIS CORPORATION SHALL BE ENTITLED TO ONE VOTE AT ANY GENERAL MEETING OF THE MEMBERSHIP. VOTING MEMBERS MAY BE REPRESENTED BY WRITTEN PROXY IF NOT ABLE TO VOTE IN PERSON. VOTING MAY BE CONDUCTED BY VOICE VOTE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO BOARD MEMBERS FOLLOWING ITS DRAFTING ALONG WITH THE FINANCIAL STATEMENTS TO REVIEW AND PROVIDE COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION HAS BOARD MEMBERS SIGN A STATEMENT ANNUALLY CONFIRMING LACK OF CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 WE USE THE INDUSTRY AND LOCAL NEWSPAPER COMPARABLES IN DETERMINING COMPENSATION FOR THE GENERAL MANAGER POSITION. THE SEARCH AREA FOR COMPARABLES WAS 9 COUNTY SF BAY AREA AND WE CONSIDERED FUNCTION, OPERATING BUDGET AND LOCATION AS DETERMINING FACTORS. 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 AT ITS OFFICE. COPYING CHARGES MAY APPLY. FORM 990, PART XII, LINE 1 THE FORM 990 HAS BEEN PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING.