Nonprofit · EIN 25-1830984
MILITARY HERITAGE FOUNDATION
Tax-exempt · CARLISLE, PA 17013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,326,080 | $855,473 | $470,607 | $2,819,761 | $31,997 | $2,787,764 |
| December 31, 2023 | 990 | $894,848 | $989,354 | -$94,506 | $2,279,822 | $56,553 | $2,223,269 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $881,113
- Membership dues
- $36,197
- Program service revenue
- $167,944
- Investment income
- $103,815
- Net gain from sales of assets
- $35,847
- Net income from fundraising events
- $79,431
- Net income from sales of inventory
- $93,777
- Other revenue
- $173,208
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $98,529
- Other salaries and wages
- $170,710
- Salaries, compensation and benefits (total)
- $313,203
- Professional fundraising fees
- $0
- Legal fees
- $30,716
- Accounting fees
- $25,617
- Occupancy
- $53,337
- Travel
- $48,187
- Depreciation
- $1,119
- Program services (functional)
- $573,778
- Management and general (functional)
- $155,434
- Fundraising (functional)
- $126,261
Balance sheet and other
- Total assets, start of year
- $2,279,822
- Total assets, end of year
- $2,819,761
- Total liabilities, end of year
- $31,997
- Net assets, end of year
- $2,787,764
- Land, buildings and equipment
- $11,105
- Publicly traded securities
- $2,319,298
- Net assets without donor restrictions
- $577,701
- Net assets with donor restrictions
- $2,210,063
- Gross receipts
- $1,438,981
- Employees
- 11
- Volunteers
- 168
- Year formed
- 1999
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE BARKO GERMANY | PRESIDENT Trustee or director, Officer | 48 | $69,813 |
| ROBERT DESOUSAA | BOARD CHAIR Trustee or director, Officer | 5 | $28,716 |
| SHAWN BRUBAKER | BOARD TREASURER Trustee or director, Officer | 1 | $0 |
| CHRISTIAN JOHNSON | SECRETARY Trustee or director | 1 | $0 |
| JAMES BRECKENRIDG | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIAN BURNS | BOARD MEMBER Trustee or director | 1 | $0 |
| DR RORY COOPER | BOARD MEMBER Trustee or director | 1 | $0 |
| NANCY GESSNER | BOARD MEMBER Trustee or director | 1 | $0 |
| DR GRACIE GALLOWAY | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREW LEWIS | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL LITTENBERG | BOARD MEMBER Trustee or director | 1 | $0 |
| KATIE MCHENRY | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY MOORE | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL O'BRIEN | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES OTTEVAERE | BOARD MEMBER Trustee or director | 1 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL PARDEW | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLES PEDE | BOARD MEMBER Trustee or director | 1 | $0 |
| GEORGE SMAWLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| KEVIN SUNDAY | BOARD MEMBER Trustee or director | 1 | $0 |
| PETER VANGJEL | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
| KENNETH WONG | BOARD MEMBER Trustee or director | 1 | $0 |
| LEE WOOLLEY | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE BARKO GERMANY | PRESIDENT (STARTING 4/23) Trustee or director, Officer | 48 | $43,750 |
| EDWIN M PERRY | PRESIDENT AND CEO (THROUGH 4/23) Officer | 48 | $38,870 |
| ROBERT M DIAMOND | BOARD CHAIR Trustee or director, Officer | 3 | $0 |
| GREGORY ATTORRI | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 |
| SHAWN BRUBAKER | BOARD TREASURER Trustee or director, Officer | 1 | $0 |
| JOSEPH CAPITA | BOARD SECRETARY Trustee or director, Officer | 1.5 | $0 |
| ROBERT DESOUSA | BOARD MEMBER (THROUGH 4/23) Trustee or director | 1 | $0 |
| GEORGE FISCHER | BOARD MEMBER (THROUGH 9/23) Trustee or director | 1 | $0 |
| GRACIE GALLOWAY | BOARD MEMBER (STARTING 8/23) Trustee or director | 1 | $0 |
| DEREK LEO | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL LITTENBERG | BOARD MEMBER Trustee or director | 1 | $0 |
| KATIE MCHENRY | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY MOORE | BOARD MEMBER (STARTING 8/23) Trustee or director | 1 | $0 |
| MICHAEL O'BRIEN | BOARD MEMBER Trustee or director | 1 | $0 |
| GERALD O-KEEFE | BOARD MEMBER (THROUGH 12/23) Trustee or director | 1 | $0 |
| JAMES OTTEVAERE | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL PARDEW | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLES PEDE | BOARD MEMBER Trustee or director | 1 | $0 |
| JUANITA SALES LEE | BOARD MEMBER (THROUGH 5/23) Trustee or director | 1 | $0 |
| PETER VANGJEL | BOARD MEMBER (STARTING 8/23) Trustee or director | 1 | $0 |
| ROBERT WILBURN | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
| KENNETH WONG | BOARD MEMBER (STARTING 8/23) Trustee or director | 1 | $0 |
| LEE WOOLLEY | BOARD MEMBER (STARTING 8/23) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 839, CARLISLE, PA 17013-0839
- In care of
- % JUDY LEWIS
- Principal officer (990 for 2024)
- JULIE GERMANY, PO BOX 839, CARLISLE, PA 17013
- Signed the 990
- JULIE GERMANY, PRESIDENT
- Phone
- (717) 258-1102
- Website
- WWW.ARMYHERITAGE.ORG
- Return prepared by
- MCKONLY & ASBURY LLP
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 accomplishments
- 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.Expenses $92,395
- 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.Expenses $145,985 · revenue $89,658
- MUSEUM STOREIN 2024, THE MUSEUM STORE CONTINUED TO FACE CHALLENGES DUE TO CONTINUED REDUCED ONSITE VISITATION. THE STORE MADE $4877.72 IN 2024.Expenses $130,470 · revenue $93,777
- OTHER GENERAL PROGRAM SERVICES INCLUDED FUNDS TO SUPPORT PUBLIC, MEMBER, AND FOUNDATION FOCUSED PROGRAMS. THESE INCLUDED EXPENSES OF STAFF TIME PERFORMING RESEARCH FOR THE GENERAL PUBLIC, PRESENTING LECTURES AND BRIEFINGS TO A VARIETY OF GROUPS, NEWSLETTERS TO FOUNDATION MEMBERS, AND SPECIAL EVENTS.IN 2024, THE FOUNDATION HOSTED TWO ON SITE DINNERS. THE ARMY BIRTHDAY PROGRAM IN JUNE FEATURED THE CARLISLE TOWN BAND. IN NOVEMBER 2024, THE FOUNDATION'S MEMBERSHIP AND RECOGNITION DINNER OCCURRED WITH HONORING FORMER PENNSYLVANIA GOVERNOR THOMAS CORBETT, AND THE FIRST TROOP PHILADELPHIA CITY CAVALRY.ALSO CONTINUING IN 2024 WAS THE FOUNDATION'S SUPPORT OF ARMY MANDATED BATTLEFIELD STAFF RIDES FOR TO BE COMMISSIONED ROTC CADETS. THE FOUNDATION PARTNERED WITH TRAINED AND LICENSED GETTYSBURG BATTLEFIELD GUIDES TO PROVIDE FACILITATORS FOR THE STAFF RIDES. CADETS ALSO VISIT USAHEC TO LEARN ABOUT THE CENTER. SOME EVEN STAY IN THE ONSITE REPLICA WWII BARRACKS TO OFFSET LODGING COSTS. PLANS TO EXPAND THE PROGRAM NATIONALLY AND ADD ADDITIONAL MUSEUM LOCATIONS FOR THE CADETS TO VISIT WERE PUT IN PLACE DUE TO THE CREATION OF THE COLONEL DONALD ESPER ROTC ENDOWMENT. IN 2024, THE FOUNDATION HOSTED 26 SCHOOLS FOR THESE STAFF RIDES. IN ADDITION, THE FOUNDATION PARTNERED FOR OR HOSTED ADDITIONAL EDUCATIONAL PROGRAMS. THE FOUNDATION PARTNERED WITH AUSA HUNTSVILLE CHAPTER IN MAY FOR A PROGRAM IN ALABAMA FOCUSING ON VETERANS OF OPERATION EAGLE CLAW. AT THE AUSA NATIONAL CONVENTION HELD IN OCTOBER IN WASHINGTON, DC., THE FOUNDATION HOSTED AN INFORMATIONAL BOOTH. THE FOUNDATION ALSO HELD A SNEAK PEAK RECEPTION FOR USAHEC'S NEWEST EXHIBIT, MYRIAD. IN JUNE, THE FOUNDATION HOSTED A VETERAN'S CAFE PROGRAM WITH MG GREGG MARTIN, USA RET. AS THE GUEST SPEAKER. IN SEPTEMBER THE FOUNDATION HOSTED THE 28TH INFANTRY DIVISION BAND FOR A CONCERT AT USAHEC. THE FOUNDATION ALSO WORKED WITH AUSA AUGUSTA CHAPTER ON A PROGRAM IN AUGUSTA FEATURING GENERAL DAVIS PETRAEUS, USA RETIRED, WHICH WAS UNFORTUNATELY CANCELLED LAST MINUTE DUE TO HURRICANE DAMAGE. IN DECEMBER, THE FOUNDATION HOSTED SERGEANT SANTA AT THE MUSEUM STORE.THE FOUNDATION ALSO SOLD FLAGS FOR MEMORIAL DAY AND VETERANS DAY TO HONOR VETERANS AND SOLDIERS. THE FLAGS WERE PLACED ON THE GROUNDS OF USAHECExpenses $204,928 · revenue $78,286
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1830984
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A540)
- Assets (IRS master file)
- $2,819,761
- Income (IRS master file)
- $1,438,981
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,326,080 | $855,473 | $2,819,761 | XML |
| 990 | December 2023 | $894,848 | $989,354 | $2,279,822 | XML |
| 990 | December 2022 | $1,056,348 | $967,786 | $2,261,703 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1830984).
Questions about MILITARY HERITAGE FOUNDATION
- What is the EIN of MILITARY HERITAGE FOUNDATION?
- The employer identification number (EIN) of MILITARY HERITAGE FOUNDATION is 25-1830984.
- Is MILITARY HERITAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to MILITARY HERITAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MILITARY HERITAGE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MILITARY HERITAGE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILITARY HERITAGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MILITARY HERITAGE FOUNDATION?
- The 990 for the year ended December 31, 2024 names JULIE GERMANY.
- Who are the officers and directors of MILITARY HERITAGE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 23 people; 2 received compensation from the organization, the highest $69,813 (JULIE BARKO GERMANY, PRESIDENT).
- How much revenue does MILITARY HERITAGE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,326,080, expenses of $855,473 and total assets of $2,819,761 at year end.
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