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)

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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.

Program Service Accomplishments

Program 1
Expenses: $92,395

SUPPORT TO THE U.S. ARMY. THE ARMY HERITAGE CENTER FOUNDATION CONTINUED ITS EFFORTS IN 2024 TO SUPPORT THE U.S. ARMY BY ADVANCING THE DEVELOPMENT OF THE U.S. ARMY HERITAGE AND EDUCATION CENTER...

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SUPPORT TO THE U.S. ARMY. THE ARMY HERITAGE CENTER FOUNDATION CONTINUED ITS EFFORTS IN 2024 TO SUPPORT THE U.S. ARMY BY ADVANCING THE DEVELOPMENT OF THE U.S. ARMY HERITAGE AND EDUCATION CENTER (USAHEC); PROMOTING THE CENTER AS A MAJOR RESEARCH CENTER; AND ENHANCING ITS COLLECTIONS, PROGRAMS, AND OUTREACH. IN 2024, THE FOUNDATION EXPENDED $128,021 TO SUPPORT THESE OBJECTIVES.BASED ON STATED NEEDS FROM THE ARMY, THE CAPITAL CAMPAIGN TO SUPPORT THE FUTURE EXPANSION OF THE HALL OF THE AMERICAN SOLDIER WAS DISCONTINUED. THE FOUNDATION DID, HOWEVER, SEEK AND OBTAIN A COMMONWEALTH OF PENNSYLVANIA REDEVELOPMENT ASSISTANCE CAPITAL PROGRAM MATCHING GRANT (RACP) TO ENHANCE THE SPACE AROUND THE EVENT PAVILION AND IMPROVE HANDICAP ACCESS TO THE LOCATION. THE FOUNDATION SPENT 2024 WORKING WITH THE ARMY AND A LANDSCAPE ARCHITECT ON THE DESIGN OF THE ENHANCEMENTS TO THE PAVILION AREA TO INCLUDE CONCRETE PATHWAYS TO THE AREA FROM THE FRONT OF THE COMPLEX, ADDITIONAL SEATING, A STAGE, AND A FIRE PIT. THE FOUNDATION'S ACTIVE ROLE WORKING WITH POTENTIAL DONORS OF MANUSCRIPT AND LIBRARY COLLECTIONS WAS MAINTAINED. IN 2024, THE FOUNDATION FACILITATED 18 IN-KIND DONATIONS THAT WERE PROCESSED AND/OR TRANSFERRED TO THE ARMY WITH A VALUE OF $4,366.88.

Program 2
Expenses: $145,985 Revenue: $89,658

EDUCATIONAL PROGRAMSTHE FOUNDATION'S EDUCATION PROGRAMS CONTINUED TO PROMOTE THE USE OF USAHEC'S COLLECTIONS, THE STUDY OF HISTORY, AND OUTREACH TO STUDENTS, TEACHERS, AND MEMBERS OF THE PUBLIC ON A...

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EDUCATIONAL PROGRAMSTHE FOUNDATION'S EDUCATION PROGRAMS CONTINUED TO PROMOTE THE USE OF USAHEC'S COLLECTIONS, THE STUDY OF HISTORY, AND OUTREACH TO STUDENTS, TEACHERS, AND MEMBERS OF THE PUBLIC ON A LOCAL, REGIONAL, AND NATIONAL BASIS. THE FOUNDATION EXPENDED $130,028 ON THESE INITIATIVES.FOR 2024, THE FOUNDATION AGAIN MANAGED THE NATIONAL HISTORY DAY IN PENNSYLVANIA (NHD IN PA) PROGRAM. FOUNDATION STAFF WORKING WITH OUR PARTNERS FACILITATED REGIONAL CONTESTS AND PLANNED AND EXECUTED THE STATE CONTEST AT SCRANTON UNIVERSITY. THE CONTEST AT THE STATE LEVEL SUPPORTED APPROXIMATELY 570 STUDENTS AND STUDENT TEAMS AND RESULTED IN 62 ATTENDING THE NATIONAL CONTEST.

Program 3
Expenses: $130,470 Revenue: $93,777

MUSEUM STOREIN 2024, THE MUSEUM STORE CONTINUED TO FACE CHALLENGES DUE TO CONTINUED REDUCED ONSITE VISITATION. THE STORE MADE $4877.72 IN 2024.

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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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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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