THE NATIONAL WORLD WAR II MUSEUM INC (EIN 721200790) - Form 990 Financial Analysis & Trantor Score

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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

1991

Legal Domicile

Principal Officer

STEPHEN WATSON

Phone

5045281944

Tax Period

2022-07-01 to 2023-06-30

THE NATIONAL WORLD WAR II MUSEUM INC, founded in 1991, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $81.8M in total revenue in fiscal year 2022. The organization ran a surplus of $15.2M, a strong 19% operating margin.

Mission

THE NATIONAL WWII MUSEUM TELLS THE STORY OF THE AMERICAN EXPERIENCE IN (CONTINUED ON SCHEDULE O)

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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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $49,448,772

Program Service Revenue $27,858,352

Investment Income $-1,343,810

Other Revenue $5,857,858

TOTAL REVENUE $81,821,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,417,375

Fundraising Expenses $6,588,191

Program Expenses $53,567,691

Other Expenses $44,174,267

TOTAL EXPENSES $66,591,642

Year-over-Year Comparison

	2022	2021	Change
Revenue	$81,821,172	$85,537,669	0.0%
Expenses	$66,591,642	$52,393,223	+0.3%
Net Income	$15,229,530	$33,144,446	-0.5%

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

Governance

Voting Members

Independent Members

Employees

398

Volunteers

305

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

$788,341

Total Directors

$788,341

Key Employees

$2,960,792

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
R RYAN ADKERSON	TRUSTEE	2.00	Director	$0	$0	$0
CLIFFORD S ASNESS	TRUSTEE	2.00	Director	$0	$0	$0
JUSTIN AUGUSTINE	TRUSTEE	2.00	Director	$0	$0	$0
LAWRENCE E BATHGATE II	TRUSTEE	2.00	Director	$0	$0	$0
BRANDON B BERGER	TRUSTEE	2.00	Director	$0	$0	$0
DONALD T BOLLINGER	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA BRANDT	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL S BYLEN	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN G CLIFFORD	TRUSTEE	2.00	Director	$0	$0	$0
HENRY L COAXUM JR	TRUSTEE	2.00	Director	$0	$0	$0
JAMES A COURTER	TRUSTEE	2.00	Director	$0	$0	$0
ARNOLD W DONALD	TRUSTEE	2.00	Director	$0	$0	$0
PETER N FOSS	TRUSTEE	2.00	Director	$0	$0	$0
JOHN D GEORGES	VICE CHAIR	2.00	Officer Director	$0	$0	$0
WILLIAM A GOLDRING	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES W CHIP GOODYEAR	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS A GRUBER	TRUSTEE	2.00	Director	$0	$0	$0
JOHN M HAIRSTON	SECRETARY	4.00	Officer Director	$0	$0	$0
HUNTER G HILL	TRUSTEE	2.00	Director	$0	$0	$0
C PAUL HILLIARD	TRUSTEE	2.00	Director	$0	$0	$0
LTG CHARLES HOOPER	TRUSTEE	2.00	Director	$0	$0	$0
C JEFFREY KNITTEL	TRUSTEE	2.00	Director	$0	$0	$0
JOHN E KOERNER III	PAST CHAIRMAN OF THE BOARD	2.00	Officer Director	$0	$0	$0
H MERRITT LANE III	TRUSTEE	2.00	Director	$0	$0	$0
DENNIS P LAUSCHA	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT E SMITH LUPO	TRUSTEE	2.00	Director	$0	$0	$0
JAMES E MAURIN	TREASURER	4.00	Officer Director	$0	$0	$0
PETER J MERLONE	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT W MERRICK	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE T MESTAYER	VICE CHAIRWOMAN	4.00	Officer Director	$0	$0	$0
MICHAEL A MORRIS	TRUSTEE	2.00	Director	$0	$0	$0
DENNIS A MUILENBURG	TRUSTEE	2.00	Director	$0	$0	$0
DAVID NIERENBERG	TRUSTEE	2.00	Director	$0	$0	$0
PETE NOVEMBER	TRUSTEE	2.00	Director	$0	$0	$0
JANE OLSON	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM M OSBORNE III	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN OSWALD	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT J PATRICK	TRUSTEE	2.00	Director	$0	$0	$0
LISA PEARL PHD JD	TRUSTEE	2.00	Director	$0	$0	$0
SONIA A PEREZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ROBERT L PRIDDY	TRUSTEE	2.00	Director	$0	$0	$0
JAMES J REISS JR	TRUSTEE	2.00	Director	$0	$0	$0
TODD RICKETTS	TRUSTEE	2.00	Director	$0	$0	$0
CAREN RUBIN	TRUSTEE	2.00	Director	$0	$0	$0
PHILIP G SATRE	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT A SAVOIE PHD	TRUSTEE	2.00	Director	$0	$0	$0
W GRAY STREAM	TRUSTEE	2.00	Director	$0	$0	$0
SHARON ESTILL TAYLOR PHD	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN J WATSON	PRESIDENT & CEO	50.00	Officer Director	$686,193	$102,148	$788,341
TED M WEGGELAND	CHAIRMAN OF THE BOARD	8.00	Officer Director	$0	$0	$0
CHRISTINE TODD WHITMAN	TRUSTEE	2.00	Director	$0	$0	$0
PETE WILSON	TRUSTEE	2.00	Director	$0	$0	$0
LOUIS CALDERA	TRUSTEE	2.00	Director	$0	$0	$0
FLEUR HARLAN	TRUSTEE	2.00	Director	$0	$0	$0
DEANNA RODRIGUEZ	TRUSTEE	2.00	Director	$0	$0	$0
LAURA STEPHENS	TRUSTEE	2.00	Director	$0	$0	$0
SANDY VILLERE	TRUSTEE	2.00	Director	$0	$0	$0
JAMES B WILLIAMS	VICE PRESIDENT OF GUEST EX	50.00	Key Emp	$215,674	$16,695	$232,369
STEPHANIE D VERDIN	VP OF MARKETING AND COMMUN	50.00	Key Emp	$233,088	$20,194	$253,282
CATHY GREEN ROSENSTEIN	CFO & VP OF FINANCE	50.00	Key Emp	$343,319	$14,549	$357,868
PETER DONOVAN CREAN	VP OF EDUCATION AND ACCESS	50.00	Key Emp	$299,738	$8,297	$308,035
ALICIA ANN FRANCK	VP OF INSTITUTIONAL ADVANC	50.00	Key Emp	$337,164	$20,156	$357,320
ROBERT W FARNSWORTH	SENIOR VP OF CAPITAL PROGR	50.00	Key Emp	$411,874	$23,010	$434,884
REBECCA ALBRECHT MACKIE	EXECUTIVE VP & COO	50.00	Key Emp	$447,539	$61,915	$509,454
KIM M LEDUFF	VP OF PEOPLE AND CULTURE	50.00	Key Emp	$268,919	$13,056	$281,975
MICHAEL S BELL	ISWD EXECUTIVE DIRECTOR	50.00	Key Emp	$218,238	$7,367	$225,605
KAREN J CRAIG	AVP OF FINANCE	50.00	Highest	$133,008	$10,924	$143,932
ROBERT MICHAEL CITINO	SAMUEL ZEMURRAY STONE SENI	50.00	Highest	$203,306	$20,805	$224,111
GORDON H MUELLER	PRESIDENT & CEO EMERITUS	30.00	Highest	$297,000	$35	$297,035
KAREN SONIAT	AVP OF ANNUAL GIVING AND MEMBERSHIP	50.00	Highest	$139,325	$4,251	$143,576
LANI E MCWILLIAMS	AVP OF ADVANCEMENT SERVICES	50.00	Highest	$138,215	$10,760	$148,975

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$81,821,172	$66,591,642	$415,651,693	$15,229,530
2022	$85,537,669	$52,393,223	$386,599,306	$33,144,446
2021	$49,812,071	$39,068,732	$356,423,154	$10,743,339
2020	$62,490,401	$49,302,866	$334,215,145	$13,187,535
2019	$104,629,812	$63,516,251	$329,358,355	$41,113,561
2018	$72,523,404	$52,839,751	$298,631,266	$19,683,653

THE NATIONAL WORLD WAR II MUSEUM INC