2025-07-25T09:57:21-05:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 521367225 The Army Historical Foundation Inc ARMY 7035624168 1775 Liberty Dr 400 Fort Belvoir VA 22060 BG Burdett K Thompson USA-Ret President 7035624168 2025-07-24 1 1 Yong Zhang CPA P01249785 7038930300 2025-07-24 2024 2025-03-06 01:10:19Z BG Burdett K Thompson U 1775 Liberty Dr 400 Fort Belvoir VA 22060 9577336 0 X www.armyhistory.org X 1983 VA See Sch O 13 13 37 25 0 0 7046798 7672619 44210 64508 3553 7539 519447 1796390 7614008 9541056 5500 9815 0 0 3183304 3155518 974340 799480 3188721 5673240 6605107 9836384 10569920 -2222376 -1028864 5311759 6251500 21872047 23840652 -16560288 -17589152 X See Sch O 0 0 4728758 1897178 2024 National Museum Program: The foundation operated all revenue-generating activities for the National Museum of the United States Army. The U.S. 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), and simulators. 740915 9815 See Schedule O 5469673 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 37 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CT DE FL HI ID IL IN IA KS KY LA ME MD MA MN MS MO MT NE NH NJ NM NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X Paul J Weiler 7035624168 1775 Liberty Dr 400 Fort Belvoir VA 22060 GEN Eric K Shinseki USA-Ret Board Chair 1.00 X 0 0 0 LTG Larry Jordan USA-Ret Board Vice Chair 1.00 X 0 0 0 GEN Dennis L Via USA-Ret Board Director 1.00 X 0 0 0 LTG Jeffrey Sorenson USA-Ret Board Director 1.00 X 0 0 0 MG Russell L Fuhrman USA-Ret Board Director 1.00 X 0 0 0 BG Cindy Jebb USA-Ret Board Director 1.00 X 0 0 0 SMA Kenneth O Preston USA-Ret Board Director 1.00 X 0 0 0 Debbie Rub Brooks Board Director 1.00 X 0 0 0 Don M Fox Board Director 1.00 X 0 0 0 Dan C Starks Board Director 1.00 X 0 0 0 Robert J George Board Director 1.00 X 0 0 0 Arsalan Lutfi Board Director 1.00 X 0 0 0 Michael W Royer Board Director 1.00 X 0 0 0 BG Burdett K Thompson USA-Ret President 40.00 X 262019 0 10508 Paul J Weiler VP Finance/Accounting, Treasurer 40.00 X 194084 0 19893 COL Erica L Herzog USA-Ret Board Secretary 2.00 X 12145 0 0 Jamie L Hubans Deputy/Vice President of Museum Marketing & Commun 40.00 X 178099 0 12299 Mark J Morin VP Opertions 40.00 X 167692 0 13230 Matthew J Seelinger Chief Historian 40.00 X 104228 0 6695 918267 0 62625 5 0 1 0 StratusLive LLC 6465 College Park Sq Ste 312 Virginia Beach VA 23464 Database Management 355460 SMS Direct Inc 8461 Virginia Meadows Dr Manassas VA 20109 Direct Marketing 271058 Susan Davis International 1000 F St NW Ste 750 Washngton DC 20004 Public Relations 207750 Odell Simms Inc 1595 Spring Hill Rd Ste 500 Tysons Corner VA 22181 Direct Marketing Consultants 204096 Compass Group SUA PO Box 417632 Boston MA 02241 Food service 188348 5 155000 7517619 497604 7672619 Educational Tours 900099 64508 64508 64508 7539 7539 1832670 36280 1796390 1796390 9541056 1860898 0 7539 2500 2500 7315 7315 498649 129443 148099 221107 2222823 577018 660179 985626 71984 18686 21379 31919 170225 44188 50557 75480 191837 49798 56976 85063 17357 17357 62391 62391 799480 799480 391126 17856 107670 265600 231384 108811 122573 508342 50867 268946 188529 48547 4944 25279 18324 44321 19720 6585 18016 602 64 538 2929517 2880926 12148 36443 172080 17525 89604 64951 44892 14964 7482 22446 Museum Operations 1731105 1456578 274527 Website/Newsletter 168777 38125 130652 Bad Debt 122491 14712 48428 59351 Dues and Subscriptions 13263 1351 6906 5006 118912 14282 47013 57617 10569920 5469673 1911526 3188721 6280 6064 695885 1701690 4113205 3696966 8406 25211 0 91090 92601 54383 44391 733840 564276 341645 169564 865 515013 5311759 6251500 1244766 520114 59457 36917 20567824 23283621 21872047 23840652 X -20588357 -21286118 4028069 3696966 -16560288 -17589152 5311759 6251500 -1028864 0 X X 0 1 X 1 0 X 10770631 17032327 9463588 7046798 7672619 51985963 10770631 17032327 9463588 7046798 7672619 51985963 51985963 11661 13576 3357 3553 7539 39686 52025649 4111948 0.99920 0.99920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 733840 564276 169564 169564 Other asset - stamp collection 494775 Simulators Cash 238 Deposits 20000 515013 X 10295979 718643 718643 9577336 -36280 -36280 9541056 11324843 718643 718643 10606200 -36280 -36280 10569920 Part X, Line 2: The foundation is generally exempt from federal income taxes under the provisions of section 501(c)(3) of the internal revenue code. In addition, the foundation qualifies for charitable contributions deductions under Section 170(b)(1)(a). Management evaluated the foundation's tax positions and concluded that it has taken no uncertain tax positions that require adjustment to the financial statements. Part XI, Line 4b - Other Adjustments: Cost of Goods Sold -36,280. Part XII, Line 4b - Other Adjustments: Cost of Goods Sold -36,280. X X X X X X 1 SMS Direct Inc 8461 Virginia Meadows Dr Manassas VA 20109 Direct Marketing 0 1272332 271058 1001275 Harvest Fundraising Counsel Inc 3 Kingswood Dr New Hope PA 18938 Fundraising Consultants 0 669466 153750 515716 Odell Simms Inc 1593 Spring Hill Rd Ste 500 Tysons Corner VA 22182 Direct Marketing Consultants 0 632995 204096 428899 Southwest Publishing & Mailing Corp 4000 SE Adams St Topeka KS 66609 Direct Marketing 0 400559 39273 361287 Moore A Series LLC 4200 Parliament Pl 3rd Fl Lanham MD 20706 Direct Marketing 0 270104 32659 237444 DirectMailcom 5540 Ketch Rd Prince Frederick MD 20678 Direct Marketing 0 104255 71716 32539 York Graphic Services Co 3650 W Market St York PA 17408 Direct Marketing 0 68127 19531 48596 Royle Printing 745 S Bird St Sun Prarie WI 53590 Direct Marketing 0 17173 7397 9776 3435011 799480 2635532 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 Writing Awards 8 7315 Part I, Line 2: The AHF 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 winners are announced in the spring. X 0 0 0 0 0 0 0 0 0 BG Burdett K Thompson USA-Ret President 262019 0 0 0 0 0 10481 0 27 0 272527 0 0 0 Paul J Weiler VP Finance/Accounting, Treasurer 157082 0 0 0 37002 0 6283 0 13610 0 213977 0 0 0 Jamie L Hubans Deputy/Vice President of Museum Mark 178099 0 0 0 0 0 7173 0 5126 0 190398 0 0 0 Mark J Morin VP Opertions 167692 0 0 0 0 0 6615 0 6615 0 180922 0 0 0 X 2830 FMV X Stamps 0 494775 Appraiser 0 0 0 Form 990, Part I & III, Description of Organization Mission: The mission of the Army Historical Foundation (AHF) is to honor the American Soldier by preserving and presenting the history and heritage of the United States Army. AHF is the official Foundation of the National Museum of the United States Army and is responsible for fundraising, memberships, and operational and attractions management. The Foundation was established in 1983 as a member-based, charitable 501(c)(3) nonprofit organization. AHF's mission and vision are rooted in over five decades of experience in the army history community. AHF strives to: Engage: create a meaningful museum experience for visitors of all ages, immersing them in army history and the lives of our soldiers, their families, and the army community. Educate: Help tell the army story by showcasing the U.S.'s role and relationship to the nation. Inspire: Encourage others to learn more about the U.S. Army through soldier stories that also promote esprit de corps and Army values. We ensure that the U.S. Army's history, heritage, lessons, and legacy are preserved for future generations. Continue other Army history initiatives, publishing the award-winning journal of the Army history-On Point, answering approximately 250 historical inquiries annually, conducting battle rides to historical sites and other battlefields, presenting annual book and article awards for the writing of U.S. Army history; and publicly recognizing major individual, corporate, and Foundation contributions. Form 990, Part III, Line 4b 2024 Historical and Education Programs: The Army Historical Foundation (AHF) offers a free inquiry service on matters related to Army history. The service is provided by AHF staff historians who research in the Foundation's military library, at the U.S. Army Center of Military History, the National Archives, and online resources. In 2024, AHF staff responded to oversee 250 inquiries from members, donors, and the general public nationwide. Four issues of On Point magazine were published in 2024. They featured articles by notable military historians covering a wide range of Army history and artwork, as well as book reviews related to Army history. The Distinguished Writing Awards program, established over 25 years ago, recognizes authors who have significantly contributed to literature on U.S. Army history. In 2024, the Foundation presented monetary awards to authors of five books and two articles. In 2024, the Foundation continued to develop digital program opportunities across multiple social media channels to include interviews with a World War II Veteran and Museums with Army stories as well as continuing to improve its keystone Battle Ride program that now engages with noted Army and military historians and has expanded beyond the immediate DMV area with hopes to expand as part of the Foundation's 250th programming being presented in later years. Form 990, Part VI, Section A, line 6 There are three classes of members: General ($20 - $1,000), 1814 Society ($1,000 - $4,999), and Lexington & Concord ($5,000, $10,000 and $25,000 Form 990, Part VI, Section A, line 7a Each member in good standing of the foundation shall have one vote. Form 990, Part VI, Section B, line 11b A copy of the 990 is provided to the governing body. Form 990, Part VI, Section B, line 12c Conflict of interest (AHF policy #1-97): Any staff member who may be involved in an AHF business transaction in which there is a possible conflict of interest shall promptly report the possible conflict to the Board Chair/President. If the possible conflict involves the senior management, the possible conflict shall then be reported to the board Chair/President. The Board Chair, after receiving information about a possible conflict of interest, shall take such action as is necessary to assure that the transaction is completed in the best interest of the AHF without the substantive involvement of the person who has the possible conflict of interest. (this does not mean that the purchase or other transaction must necessarily be diverted, but simply those persons other than the one with the possible conflict shall make the judgments involved and shall control the transaction.) Definitions. A. "involved in an AHF business transaction" means initiating, making the principal recommendation for, or approving a purchase or contract; recommending or selecting a vendor or contractor; drafting or negotiating the terms of such a transaction; or authorizing or making payment from AHF accounts. This includes not only transactions for AHF 's procurement of goods and services, but also for the disposition of AHF property, and the provision of services or space by the AHF. B. A "possible conflict of interest" is deemed to exist when an AHF employee or a close relative, or a member of that person's household, is an Officer, Director, Employee, Proprietary, Partner, or Trustee of, or, when aggregated with close relatives and members of that person's household, holds 1% or more of the issued stock in the organization seeking to do business with the AHF. A possible conflict is also considered to exist where such a person is (or expects to be) retained as a paid consultant or contractor by an organization which seeks to do business with AHF, and whenever a transaction will entail a payment of money of that person's household. C. A "possible conflict of interest" exists when an employee of AHF has an interest in an Organization which is in competition with a firm seeking to do business with the AHF if the individual's position gives him or her access to proprietary or other privileged information which could benefit the firm in which he or she has an interest. D. A "possible conflict of interest" exists when an AHF employee is a Trustee, Director, Officer, or Employee of a not-for-profit Organization which is seeking to do business with or have a significant connection with the AHF or is engaged in activities which could be said in a business contest to be "in competition with" the programs of the AHF. A copy of AHF policy #1-97 shall be reviewed annually by each AHF employee who regularly initiates, reviews or approves AHF contracts or other commitments. Such employees shall then complete the acknowledgement at enclosure 1 and return it to the foundation secretary for inclusion in AHF official files. A written record of any conflicts of interest shall also be kept by the secretary as a part of AHF official files. Form 990, Part VI, Section B, line 15 President's compensation is approved by the board. 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 for the same period of disclosure as set forth in section 6104(d). Form 990, Part XII, Line 2c: The process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years. Form 990, Part VI, Section B, Question 13: Employees are encouraged to report to senior management (President or the VP of operations) or to any member of the Board of Directors any known or suspected illegal activities that they believe have been conducted by an employee in connection with finances or any other operational aspect of the foundation. This whistle blower policy prevents by law, anyone in the foundation from retaliating against or punishing an employee for reporting conduct that the employee reasonably believes to be illegal. Form 990, part VI, section B, question 14: This policy informs foundation employees that it is an obstruction of justice offense to destroy, falsify, or alter any records or documents in order to impede a federal investigation. If any employee is asked to falsify, destroy, or alter any records, he should immediately inform senior management or the Board of Directors (if senior management is involved in the offense).