Military Heritage Foundation

Nonprofit profile at a glance

EIN
251830984
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Carlisle, PA, USA
Phone
7172581102
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
History Museums

Official website

Reported finances

Revenue
$1,326,080
Expenses
$855,473
Assets
$2,819,761
Liabilities
$31,997

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • JULIE BARKO GERMANY (PRESIDENT)

Highest reported compensation

  • JULIE BARKO GERMANY (PRESIDENT): $69,813 total reported compensation
  • ROBERT DESOUSAA (BOARD CHAIR): $28,716 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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 usahec

Operating model

Revenue model
Donor-supported. 71% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 87
  • Accountability: 100
  • Sustainability: 75
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 50.9%; rating input score 51
  • Program expense ratio: 67.1%; rating input score 67
  • Fundraising efficiency: $6.98 raised per $1 spent on fundraising; rating input score 26; 26th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 24th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 35.5%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 3.3; rating input score 77; 77th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 11.5%; rating input score 32; 32nd percentile among comparable filings

Growth

  • Program expense growth: -15.5% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: -22.3% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: 5.4% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 50.9% of revenue deployed · 67.1% of spending went to programs
  • Governance: 22 of 22 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $574K in reported program spending
  • Leadership: top reported pay $70K · 23 people listed
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 10 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • High — Financial Efficiency: Fundraising efficiency scored 26/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 32/100.