2024-08-12T08:49:16-05:00 2023-09-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2022-10-01 232773714 MUSEUM OF THE AMERICAN REVOLUTION MUSE 8777401776 101 SOUTH 3RD STREET PHILADELPHIA PA 19106 R SCOTT STEPHENSON PRES & CEO 8777401776 2024-08-09 1 0 HELEN M MARTIN P01330899 2158818800 2022 2024-08-08 14:25:15Z R SCOTT STEPHENSON 101 SOUTH 3RD STREET PHILADELPHIA PA 19106 26521036 0 X WWW.AMREVMUSEUM.ORG X 2000 PA THE MUSEUM OF THE AMERICAN REVOLUTION UNCOVERS AND SHARES COMPELLING STORIES ABOUT THE DIVERSE PEOPLE AND COMPLEX EVENTS THAT SPARKED AMERICA'S ONGOING EXPERIMENT IN EQUALITY AND SELF-GOVERNMENT. 24 23 165 123 0 0 33982301 5047177 2765781 3087776 1817376 1362644 11195 0 38576653 9497597 0 0 0 0 7190697 7940511 0 0 2185487 9592411 7893808 16783108 15834319 21793545 -6336722 142580288 142173055 1423638 1472603 141156650 140700452 X THE MUSEUM OF THE AMERICAN REVOLUTION UNCOVERS AND SHARES COMPELLING STORIES ABOUT THE DIVERSE PEOPLE AND COMPLEX EVENTS THAT SPARKED AMERICA'S ONGOING EXPERIMENT IN EQUALITY AND SELF-GOVERNMENT. 0 0 12057706 3087776 2022-2023 WAS A YEAR OF CONTINUED GROWTH AS THE MUSEUM ENGAGES NEW AUDIENCES AND DEVELOPS INNOVATIVE WAYS TO INSPIRE HISTORICAL EMPATHY AND CIVIC ENGAGEMENT IN OUR RISING GENERATIONS. FROM THOUGHT-PROVOKING PROGRAMS WITH LEADING HISTORIANS AND SCHOLARS TO A LIVELY CELEBRATION EXPLORING THE INTERSECTIONS OF SCOTTISH HERITAGE AND THE AMERICAN REVOLUTION, WE DELIVERED A RICH AND ENGAGING VARIETY OF MISSION-DRIVEN PROGRAMS THAT SERVED MANY AUDIENCES, BOTH ONSITE AND ONLINE. OUR PROGRAMS AND EVENTS DELVED DEEPLY INTO THE CONTINUED IMPACT OF THE AMERICAN REVOLUTION AND ITS RELEVANCE TO OUR LIVES TODAY. FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, THE MUSEUM WELCOMED 168,279 VISITORS, INCLUDING 45,383 STUDENTS AND CHAPERONES FROM 23 U.S. STATES, WASHINGTON D.C., AND FRANCE. THE MUSEUM'S SPECIAL EXHIBITION, BLACK FOUNDERS: THE FORTEN FAMILY OF PHILADELPHIA, BROUGHT TOGETHER FOR THE FIRST TIME IN A MAJOR MUSEUM EXHIBITION MORE THAN 100 HISTORICAL ARTIFACTS TO TELL THE INSPIRING STORY OF FREE BLACK PHILADELPHIAN JAMES FORTEN AND HIS FAMILY'S TIRELESS PURSUIT OF LIBERTY AND EQUALITY. THIS YEAR, THE MUSEUM LAUNCHED A NEW INTERACTIVE, MULTIMEDIA TIMELINE OF THE AMERICAN REVOLUTION. USING NEARLY 100 HISTORICAL OBJECTS, WORKS OF ART, TEXTILES, AND DOCUMENTS FROM THE MUSEUM'S RICH COLLECTION, THE ONLINE TIMELINE EXPLORES BOTH KEY MOMENTS AND SURPRISING STORIES FROM THE AMERICAN REVOLUTION THROUGH A VISUALLY RICH AND USER-FRIENDLY DIGITAL EXPERIENCE. THE MUSEUM HOSTED ITS SECOND YEAR OF ITS LIVING HISTORY YOUTH SUMMER INSTITUTE TO CULTIVATE A MORE DIVERSE COMMUNITY OF PEOPLE ENGAGED IN THE MUSEUM FIELD, SPECIFICALLY THE AREA OF COSTUMED LIVING HISTORY INTERPRETATION. THE MUSEUM CONTINUED TO ADD SIGNIFICANT ITEMS TO OUR COLLECTION THROUGH OBJECT DONATIONS AND DEDICATED FUNDING FROM INDIVIDUAL DONORS TO ENHANCE THE MUSEUM'S MULTIFACETED STORYTELLING. THROUGH THIS WORK, THE MUSEUM DEMONSTRATES THE CONTINUING IMPACT OF THE AMERICAN REVOLUTION AND ITS RELEVANCE TO OUR LIVES TODAY AND FULFILLS ITS MISSION TO UNCOVER AND SHARE STORIES ABOUT THE DIVERSE PEOPLE AND COMPLEX EVENTS THAT SPARKED AMERICA'S ONGOING EXPERIMENT IN LIBERTY, EQUALITY, AND SELF-GOVERNMENT. 12057706 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 116 0 1 165 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AL AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR RI SC TN UT VA WA WV WI DC X DAVID REINHARDT CFO 2152536731 101 SOUTH 3RD STREET PHILADELPHIA PA 19106 ROBERT SCOTT STEPHENSON PRESIDENT AND CEO 40.00 X X 449231 0 25664 MORRIS W OFFIT CHAIR 8.00 X X 0 0 0 MARTHA MCGEARY SNIDER VICE CHAIR 0.20 X X 0 0 0 ADRIAN R KING JR SECRETARY 0.50 X X 0 0 0 BENNETT LOMAX TREASURER 4.00 X X 0 0 0 JOHN AGLIALORO DIRECTOR 0.20 X 0 0 0 JOHN CATSIMATIDIS DIRECTOR 0.20 X 0 0 0 JORDANA COOPERBERG DIRECTOR 0.20 X 0 0 0 DANIEL DILELLA DIRECTOR 0.20 X 0 0 0 MARGARET PACE DUCKETT DIRECTOR 0.20 X 0 0 0 ALAN FLEISCHMANN DIRECTOR 0.20 X 0 0 0 RAY HALBRITTER DIRECTOR 0.20 X 0 0 0 JOHN JUMPER DIRECTOR 0.20 X 0 0 0 JANE KAMENSKY DIRECTOR 0.20 X 0 0 0 MARION LANE DIRECTOR 0.20 X 0 0 0 PAUL LOCKHART DIRECTOR 0.20 X 0 0 0 ALAN MILLER DIRECTOR 0.20 X 0 0 0 EDITH MITCHELL DIRECTOR 0.20 X 0 0 0 ZACHARY J PACK DIRECTOR 0.20 X 0 0 0 PHILLIP REESE DIRECTOR 8.00 X 0 0 0 EDWARD RENDELL DIRECTOR 0.20 X 0 0 0 STEPHEN W SCHWAB DIRECTOR 0.20 X 0 0 0 MARK SHENKMAN DIRECTOR 0.20 X 0 0 0 KARLA TROTMAN DIRECTOR 0.20 X 0 0 0 ZEEANN MASON COO 40.00 X 244141 0 32920 MAUREEN O'RYAN CHIEF FINANCIAL OFFICER(THRU 7/14/23) 40.00 X 146962 0 17445 SMERECZYNSKI DANIELLE CHIEF PHILANTHROPY OFFICER 40.00 X 225000 0 24742 SUE NICOL CHIEF HUMAN RESOURCES OFFICER 40.00 X 150748 0 26196 PHILIP MEAD CHIEF HISTORIAN 40.00 X 156527 0 15740 KRISTIAN SMITH DIRECTOR OF DEVELOPMENT 40.00 X 125777 0 25171 MCKECHNIE ALEXANDRA DIRECTOR OF COMMUNICATIONS 40.00 X 127700 0 5854 1626086 0 173732 13 0 1 0 FOSTER MADE LLC 404 E GRACE ST RICHMOND VA 23219 WEBSITE DESIGN 273758 WEIDENHAMMER 935 BERKSHIRE BLVD WYOMISSING PA 19610 IT EQUIPMENT AND SERVICES 195225 CAPACITY INTERACTIVE CONSULTING 82 NASSAU STREET NEW YORK NY 10038 ADVERTISING 180199 CONNOR PRINTING INC 2977 DUTTON MILL ROAD ASTON PA 19014 PRINTING SERVICES 138390 BRULEE CATERING 1406 S FRONT STREET PHILADELPHIA PA 19147 FOODSERVICE AND EVENT CATERING 129467 5 587842 582956 3876379 399062 5047177 GENERAL ADMISSION 713990 1804459 1804459 GROUP SALES 713990 508168 508168 CAFE AND GIFT SHOP COMMISSIONS 713990 311223 311223 FACILITY RENTALS 713990 268461 268461 OTHER PROGRAM EVENTS 713990 195465 195465 3087776 1747863 1747863 16638220 17023439 -385219 -385219 -385219 9497597 3087776 0 1362644 994708 236472 758236 5502453 3880800 349397 1272256 168101 116524 15396 36181 831526 542499 106679 182348 443723 296417 66000 81306 34030 6806 17015 10209 28800 28800 34500 34500 355396 250536 45083 59777 523046 523046 1044494 940409 66795 37290 42108 42108 714495 652698 41736 20061 79956 38873 19048 22035 4089785 3965805 74388 49592 CURATORIAL AND EXHIBITI 286604 286604 DEVELOPMENT FUNCTIONS A 273926 44708 224 228994 MEMBERSHIP 176594 88297 88297 LEARNING AND ENGAGEMENT 124637 110925 13712 85437 76287 2329 6821 15834319 12057706 1591126 2185487 2903119 3076259 1875360 1363556 40697 40088 344931 517313 105658411 37170233 71781609 68488178 65187681 67696398 446891 991263 142580288 142173055 973315 1027034 450323 445569 1423638 1472603 X 136574337 135530676 4582313 5169776 141156650 140700452 142580288 142173055 X -6336722 6055159 -211007 36372 X 0 1 X 1 0 X 5377340 4719666 6272839 33982301 5047177 55399323 5377340 4719666 6272839 33982301 5047177 55399323 27121985 28277338 988533 984338 844026 1295739 1747863 5860499 22790 56884 10672 11195 101541 61361363 13733164 0.46080 0.42750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 6460 0 1 34500 40960 0 PART II-B, LINE 1: THE MUSEUM HAS CONTRACTED WITH A CONSULTANT TO MAINTAIN AND ESTABLISH RELATIONSHIPS WITH REPRESENTATIVES IN BOTH THE FEDERAL GOVERNMENT AND THE COMMONWEALTH OF PENNSYLVANIA, WITH THE INTENTION OF RECEIVING SUPPORT FOR THE MUSEUM'S OPERATIONS AND SPECIAL PROGRAMMING. THE MUSEUM ALSO HAS TWO EMPLOYEES WHO SPEND AN AVERAGE 1 HOUR PER WEEK IN CONTACT IN DIRECT CONTACT WITH FEDERAL AND PENNSYLVANIA STATE LEGISLATORS AND THEIR STAFFS. X X X X 0 65184165 173970 7122050 4786177 67694008 50741827 29677183 -12152999 3081846 65184165 41345914 5376162 7346262 3326511 50741827 38425070 4056739 2482064 3617959 41345914 34299136 5832275 800659 2507000 38425070 0.97554 0.02270 0.00176 0 0 1181291 1181291 73364012 14008872 59355140 1120103 533475 586628 29993005 22627886 7365119 68488178 X 8199645 64692 64692 8134953 1362644 1362644 9497597 11792348 64692 64692 11727656 4106663 4106663 15834319 PART III, LINE 1A: MOAR HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED COLLECTION ITEMS AND THEREFORE THE VALUE OF MOAR'S COLLECTION IS NOT INCLUDED ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. MOAR FOLLOWS STANDARD PRACTICE IN THE FIELD IN THE CARE AND CONSERVATION OF ITS COLLECTION. PART III, LINE 4: OVER THE COURSE OF NEARLY A CENTURY, THE VALLEY FORGE HISTORICAL SOCIETY ASSEMBLED A RICH COLLECTION OF SEVERAL THOUSAND HISTORICAL OBJECTS, WORKS OF ART, MANUSCRIPTS AND PRINTED WORKS FROM THE PERIOD OF THE AMERICAN REVOLUTION. THE COLLECTION WAS TRANSFERRED TO MOAR IN 2003 AND HAS CONTINUED TO GROW THROUGH GIFTS OF COLLECTION ITEMS AND PURCHASES. THE COLLECTION INCLUDES ITEMS THAT REFLECT THE SOCIAL, ECONOMIC, RELIGIOUS, POLITICAL AND MILITARY HISTORY OF THE AMERICAN REVOLUTION, AS WELL AS ITEMS THAT DOCUMENT THE COMMEMORATION AND POPULAR MEMORY OF THE ERA THROUGH THE 20TH CENTURY. THE COLLECTION IS BEING MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. MOAR IS USING ITS COLLECTION IN A NEW, NATIONALLY SIGNIFICANT MUSEUM, WHICH OPENED IN APRIL 2017, TO BRING TO LIFE THE FULL STORY OF THE AMERICAN REVOLUTION. PART V, LINE 4: THE BOARD OF DIRECTORS HAS SEVERAL STANDING BOARD POLICIES THAT DESIGNATE, FROM NET ASSETS WITHOUT DONOR RESTRICTIONS, BOARD-DESIGNATED ENDOWMENTS AND RESERVES, WHICH ARE FOR LONG-TERM INVESTMENT TO FUND MOAR PROGRAMS. $500,000 AND $83,173 OF THE PERMANENTLY AND TEMPORARILY RESTICTED FUNDS, RESPECTIVELY, ARE TO BE USED FOR AWARDS WITH THE REMAINING ENDOWMENTS WITH DONOR RESTRICTIONS TO BE USED TO SUPPORT GENERAL OPERATIONS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED MOAR AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF MOAR HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY MOAR AND HAS CONCLUDED THAT FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MOAR RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED SEPTEMBER 30, 2023 OR 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 1,362,644. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION 4,089,786. ACQUISITION OF COLLECTION ITEMS 16,877. X X X X 0 0 0 0 0 0 0 0 0 ROBERT SCOTT STEPHENSON PRESIDENT AND CEO 425231 0 0 0 24000 0 15250 0 10414 0 474895 0 0 0 ZEEANN MASON COO 244141 0 0 0 0 0 12207 0 20713 0 277061 0 0 0 SMERECZYNSKI DANIELLE CHIEF PHILANTHROPY OFFICER 225000 0 0 0 0 0 0 0 24742 0 249742 0 0 0 SUE NICOL CHIEF HUMAN RESOURCES OFFICER 150748 0 0 0 0 0 7338 0 18858 0 176944 0 0 0 PHILIP MEAD CHIEF HISTORIAN 156527 0 0 0 0 0 6826 0 8914 0 172267 0 0 0 MAUREEN O'RYAN CHIEF FINANCIAL OFFICER(THRU 7/14/23 146962 0 0 0 0 0 7212 0 10233 0 164407 0 0 0 KRISTIAN SMITH DIRECTOR OF DEVELOPMENT 125777 0 0 0 0 0 6289 0 18882 0 150948 0 0 0 X 11 336820 HI/LOW DATE OF GIFT 0 1 0 PART I, COLUMN (B): LINE 9 REPRESENTS REPRESENTS EACH UNIQUE GIFT OF SHARES OF STOCK BY A DONOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND IS THEN REVIEWED BY MANAGEMENT, THE PRESIDENT & CHIEF EXECUTIVE OFFICER AND THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES FORM 990 BEFORE IT IS FILED WITH THE IRS. ONCE THE RETURN IS READY FOR FILING, A COPY OF THE FINAL VERSION IS E-MAILED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES (AS DEFINED IN THE CURRENT GLOSSARY TO THE INSTRUCTIONS TO FORM 990), WHO ARE THEN REQUIRED TO ACKNOWLEDGE RECEIPT AND ADHERENCE TO THE RULES STATED IN THE POLICY. THE ABOVE-MENTIONED INDIVIDUALS HAVE A DUTY TO DISCLOSE THE EXISTENCE OF POTENTIAL FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS OR TO ANY SPECIAL COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH DISCLOSURE, THE INTERESTED PERSON SHALL EXCUSE HIMSELF/HERSELF FROM THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS IS DISCUSSED AND VOTED UPON. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A DIRECTOR, OFFICER, OR KEY EMPLOYEE HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM SUCH PERSON AND AFFORD SUCH PERSON THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF WARRANTED, THE BOARD OR COMMITTEE WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATION ENDEAVORS TO ENSURE THAT ALL COMPENSATION ARRANGEMENTS AFFECTING INTERESTED PERSONS ARE OBJECTIVELY REASONABLE, BASED ON THE RELEVANT MARKET FOR PERSONS OF COMPARABLE SKILLS, TRAINING, EDUCATION, AND EXPERIENCE, AND PERFORMING SIMILAR DUTIES FOR COMPARABLE ORGANIZATIONS UNDER SIMILAR CONDITIONS AND CIRCUMSTANCES. THE CORPORATION SHALL CONSIDER AND GIVE DUE WEIGHT TO STUDIES PUBLISHED BY THIRD PARTIES REGARDING RATES OF COMPENSATION WHENEVER AND, TO THE EXTENT THAT, SUCH STUDIES ARE RELIABLE, COMPARABLE, AND AVAILABLE. COMPENSATION RATES FOR ALL NEWLY HIRED PERSONS AND RATE ADJUSTMENTS FOR EXISTING PERSONS, ARE REVIEWED BY THE DIRECTOR OF HR AND APPROVED BY SENIOR MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 36,372.