MILITARY HERITAGE FOUNDATION

EIN: 251830984 501(c)(3) Arts, Culture & Humanities

CARLISLE, PA

Total Revenue
$1,326,080
Total Expenses
$855,473
Total Assets
$2,819,761
Net Assets
$2,787,764
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
PA
Principal Officer
JULIE GERMANY
Phone
7172581102
Tax Period
2024-01-01 to 2024-12-31

MILITARY HERITAGE FOUNDATION, founded in 1999, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $471K, a strong 35% operating margin.

Mission

TO PROMOTE THE DEVELOPMENT OF THE U.S. ARMY HERITAGE AND EDUCATION CENTER (USAHEC) AND ITS PROGRAMS AND TO SUSTAIN AND ENHANCE THE CENTER'S AND THE FOUNDATION'S ABILITY TO INFORM AND EDUCATE THE AMERICAN PUBLIC ON THE CONTRIBUTIONS OF SOLDIERS AND THE U.S. ARMY TO OUR NATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $881,113
Program Service Revenue $167,944
Investment Income $103,815
Other Revenue $173,208
TOTAL REVENUE $1,326,080

Expense Breakdown

Grants Paid $0
Salaries & Benefits $313,203
Fundraising Expenses $126,261
Program Expenses $573,778
Other Expenses $542,270
TOTAL EXPENSES $855,473

Year-over-Year Comparison

2024 2023 Change
Revenue $1,326,080 $894,848 +0.5%
Expenses $855,473 $989,354 -0.1%
Net Income $470,607 $-94,506 -6.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
22
Independent Members
22
Employees
11
Volunteers
168

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$98,529
Total Directors
23
$98,529
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIE BARKO GERMANY PRESIDENT 48.00
Officer Director
$69,813 $0 $69,813
ROBERT DESOUSAA BOARD CHAIR 5.00
Officer Director
$28,716 $0 $28,716
SHAWN BRUBAKER BOARD TREASURER 1.00
Officer Director
$0 $0 $0
CHRISTIAN JOHNSON SECRETARY 1.00
Director
$0 $0 $0
JAMES BRECKENRIDG BOARD MEMBER 1.00
Director
$0 $0 $0
JULIAN BURNS BOARD MEMBER 1.00
Director
$0 $0 $0
DR RORY COOPER BOARD MEMBER 1.00
Director
$0 $0 $0
NANCY GESSNER BOARD MEMBER 1.00
Director
$0 $0 $0
DR GRACIE GALLOWAY BOARD MEMBER 1.00
Director
$0 $0 $0
ANDREW LEWIS BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL LITTENBERG BOARD MEMBER 1.00
Director
$0 $0 $0
KATIE MCHENRY BOARD MEMBER 1.00
Director
$0 $0 $0
JEFFREY MOORE BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL O'BRIEN BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES OTTEVAERE BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL PARDEW BOARD MEMBER 1.00
Director
$0 $0 $0
CHARLES PEDE BOARD MEMBER 1.00
Director
$0 $0 $0
GEORGE SMAWLEY BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN SUNDAY BOARD MEMBER 1.00
Director
$0 $0 $0
PETER VANGJEL BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES WILLIAMS BOARD MEMBER 1.00
Director
$0 $0 $0
KENNETH WONG BOARD MEMBER 1.00
Director
$0 $0 $0
LEE WOOLLEY BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $1,326,080 $855,473 $2,819,761 $470,607
2023 $894,848 $989,354 $2,279,822 $-94,506
2022 $1,056,348 $967,786 $2,261,703 $88,562
2021 $1,237,316 $1,146,892 $2,285,051 $90,424
2020 $680,659 $782,505 $2,332,337 $-101,846
2019 $954,507 $919,344 $2,271,776 $35,163
2018 $1,886,149 $805,580 $2,204,917 $1,080,569
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