Civic Intelligence

The Army Historical Foundation Inc

EIN 52-1367225 • 501(c)3 • Fort Belvoir, VA

Profile

See Sch O

1775 Liberty Dr 400Fort Belvoir, VA 22060

www.armyhistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

3.81x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

2.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$272,527

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

25%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,251,500

Up $948,517 (+18%) from 2023

Liabilities

Up

$23,840,652

Up $1,977,381 (+9.0%) from 2023

Net Assets

Down

-$17,589,152

Down $1,028,864 (-6.2%) from 2023

Revenue

Up

$9,541,056

Up $1,927,048 (+25%) from 2023

Expenses

Up

$10,569,920

Up $733,536 (+7.5%) from 2023

Net Income

Up

-$1,028,864

Up $1,193,512 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0-$50MAssets 2010: $29,972,665Liabilities 2010: $191,026Net Assets 2010: $29,781,6392010Assets 2011: $34,616,680Liabilities 2011: $286,966Net Assets 2011: $34,329,7142011Assets 2012: $34,841,763Liabilities 2012: $238,846Net Assets 2012: $34,602,9172012Assets 2013: $39,640,851Liabilities 2013: $267,427Net Assets 2013: $39,373,4242013Assets 2014: $43,329,490Liabilities 2014: $389,859Net Assets 2014: $42,939,6312014Assets 2015: $43,951,029Liabilities 2015: $979,722Net Assets 2015: $42,971,3072015Assets 2016: $50,593,731Liabilities 2016: $2,440,503Net Assets 2016: $48,153,2282016Assets 2017: $77,666,354Liabilities 2017: $9,379,420Net Assets 2017: $68,286,9342017Assets 2018: $129,651,605Liabilities 2018: $29,180,350Net Assets 2018: $100,471,2552018Assets 2019: $135,127,256Liabilities 2019: $28,853,450Net Assets 2019: $106,273,8062019Assets 2020: $9,461,294Liabilities 2020: $29,770,805Net Assets 2020: -$20,309,5112020Assets 2021: $16,487,331Liabilities 2021: $27,799,599Net Assets 2021: -$11,312,2682021Assets 2022: $10,524,308Liabilities 2022: $24,862,220Net Assets 2022: -$14,337,9122022Assets 2023: $5,302,983Liabilities 2023: $21,863,271Net Assets 2023: -$16,560,2882023Assets 2024: $6,251,500Liabilities 2024: $23,840,652Net Assets 2024: -$17,589,1522024

Highlighted filing

2024

Assets$6,251,500
Liabilities$23,840,652
Net Assets-$17,589,152

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$100M$0-$100M-$200MExpenses 2010: $4,878,4062010Expenses 2011: $4,617,4302011Expenses 2012: $4,836,2432012Revenue 2013: $10,260,506Expenses 2013: $5,333,401Net Income 2013: $4,927,1052013Revenue 2014: $12,280,667Expenses 2014: $8,695,949Net Income 2014: $3,584,7182014Revenue 2015: $7,173,570Expenses 2015: $6,429,316Net Income 2015: $744,2542015Revenue 2016: $10,702,116Expenses 2016: $6,078,611Net Income 2016: $4,623,5052016Revenue 2017: $25,923,396Expenses 2017: $5,789,690Net Income 2017: $20,133,7062017Revenue 2018: $38,237,070Expenses 2018: $6,052,749Net Income 2018: $32,184,3212018Revenue 2019: $11,571,579Expenses 2019: $5,769,028Net Income 2019: $5,802,5512019Revenue 2020: $10,989,120Expenses 2020: $137,572,437Net Income 2020: -$126,583,3172020Revenue 2021: $17,384,969Expenses 2021: $8,387,726Net Income 2021: $8,997,2432021Revenue 2022: $10,051,135Expenses 2022: $13,076,779Net Income 2022: -$3,025,6442022Revenue 2023: $7,614,008Expenses 2023: $9,836,384Net Income 2023: -$2,222,3762023Revenue 2024: $9,541,056Expenses 2024: $10,569,920Net Income 2024: -$1,028,8642024

Highlighted filing

2024

Revenue$9,541,056
Expenses$10,569,920
Net Income-$1,028,864

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.25$23.8$17.6$9.54$10.6$1.03
2023Detailed filing. Detailed filing data is available for this year.$5.30$21.9$16.6$7.61$9.84$2.22
2022Detailed filing. Detailed filing data is available for this year.$10.5$24.9$14.3$10.1$13.1$3.03
2021Detailed filing. Detailed filing data is available for this year.$16.5$27.8$11.3$17.4$8.39$9.00
2020Detailed filing. Detailed filing data is available for this year.$9.46$29.8$20.3$11.0$138$127
2019Detailed filing. Detailed filing data is available for this year.$135$28.9$106$11.6$5.77$5.80
2018Detailed filing. Detailed filing data is available for this year.$130$29.2$100$38.2$6.05$32.2
2017Detailed filing. Detailed filing data is available for this year.$77.7$9.38$68.3$25.9$5.79$20.1
2016Detailed filing. Detailed filing data is available for this year.$50.6$2.44$48.2$10.7$6.08$4.62
2015Detailed filing. Detailed filing data is available for this year.$44.0$0.98$43.0$7.17$6.43$0.74
2014Detailed filing. Detailed filing data is available for this year.$43.3$0.39$42.9$12.3$8.70$3.58
2013Detailed filing. Detailed filing data is available for this year.$39.6$0.27$39.4$10.3$5.33$4.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.8$0.24$34.6$4.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.6$0.29$34.3$4.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.0$0.19$29.8$4.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 24, 2025
Return Version
2024v5.2
Gross Receipts
$9,577,336
Mission and Program Overview

Mission

The purposes of the foundation are to supplement existing educational and training programs that promote a deeper understanding of the historical contribution of the u.s. Army; to support the furnishing and refurbishing of army historic buildings; to promote and support scholarly research into the army's past; to assist in the preservation, perpetuation, publication or display of manuscripts; books, relics, pictures and all other things and information pertinent to the history and tradition of the u.s. Army and to support the creation of a national army museum.

See Sch O

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$4,113,205$3,696,966▼ $416,239
Savings and Temporary Cash Investments$695,885$1,701,690▲ $1,005,805
Land, Buildings, and Equipment, Net$341,645$169,564▼ $172,081
Inventories for Sale or Use$91,090$92,601▲ $1,511
Prepaid Expenses and Deferred Charges$54,383$44,391▼ $9,992
Accounts Receivable$8,406$25,211▲ $16,805
Cash and Non-Interest-Bearing Accounts$6,280$6,064▼ $216
Other Notes and Loans Receivable, Net-$0-
Total Assets$5,311,759$6,251,500▲ $939,741
Other Assets Total$865$515,013▲ $514,148
Liabilities
Mortgage Notes Payable Secured by Investment Property$20,567,824$23,283,621▲ $2,715,797
Accounts Payable and Accrued Expenses$1,244,766$520,114▼ $724,652
Deferred Revenue$59,457$36,917▼ $22,540
Total Liabilities$21,872,047$23,840,652▲ $1,968,605
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,028,069$3,696,966▼ $331,103
Net Assets Without Donor Restrictions$-20,588,357$-21,286,118▼ $697,761
Total Net Assets Fund Balance$-16,560,288$-17,589,152▼ $1,028,864
Total Liabilities and Net Assets / Fund Balance$5,311,759$6,251,500▲ $939,741

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$169,564$564,276$733,840
Other Assets Org$20,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BG Burdett K Thompson USA-RetPresidentFT$262,019$10,508$272,527
Paul J WeilerVP Finance/Accounting, TreasurerFT$157,082$56,895$213,977
Jamie L HubansDeputy/Vice President of Museum Marketing & CommunFT$178,099$12,299$190,398
Jamie L HubansDeputy/Vice President of Museum Mark-$178,099$12,299$190,398
Mark J MorinVP OpertionsFT$167,692$13,230$180,922
Matthew J SeelingerChief HistorianFT$104,228$6,695$110,923
COL Erica L Herzog USA-RetBoard Secretary-$12,145-$12,145

Board Members and Trustees

NameTitle
GEN Eric K Shinseki USA-RetBoard Chair
LTG Larry Jordan USA-RetBoard Vice Chair
Arsalan LutfiBoard Director
BG Cindy Jebb USA-RetBoard Director
Dan C StarksBoard Director
Debbie Rub BrooksBoard Director
Don M FoxBoard Director
GEN Dennis L Via USA-RetBoard Director
LTG Jeffrey Sorenson USA-RetBoard Director
MG Russell L Fuhrman USA-RetBoard Director
Michael W RoyerBoard Director
Robert J GeorgeBoard Director
SMA Kenneth O Preston USA-RetBoard Director

Highest Paid Contractors

ContractorServicesLocationCompensation
StratusLive LLCDatabase Management6465 College Park Sq Ste 312, Virginia Beach, VA 23464$355,460
SMS Direct IncDirect Marketing8461 Virginia Meadows Dr, Manassas, VA 20109$271,058
Susan Davis InternationalPublic Relations1000 F St NW Ste 750, Washngton, DC 20004$207,750
Odell Simms IncDirect Marketing Consultants1595 Spring Hill Rd Ste 500, Tysons Corner, VA 22181$204,096
Compass Group SUAFood servicePO Box 417632, Boston, MA 02241$188,348
Revenue and Support

Revenue Composition

Contributions and Grants
$7,672,619
Program Service Revenue
$64,508
Investment Income
$7,539
Other Revenue
$1,796,390
All Other Contributions
$7,517,619
Change in Net Assets
$-1,028,864

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$494,775Appraiser
Books and Publications$2,830Fair Market Value (FMV)
Total Noncash Contributions$497,605-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,577,336
Revenue Not Reported on Financial Statements
$-36,280
Revenue Not Reported on Form 990
$718,643
Other Revenue Adjustments
$-36,280
Total Revenue per Audited Statements
$10,295,979
Total Revenue per Form 990
$9,541,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,605,107
Total Fundraising Expense$3,188,721
Salaries, Compensation, and Employee Benefits$3,155,518
Professional Fundraising Fees$799,480
Grants and Similar Amounts Paid$9,815

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,880,926$12,148$36,443$2,929,517
Other Salaries and Wages$577,018$660,179$985,626$2,222,823
Fees for Services Professional Fundraising--$799,480$799,480
Office Expenses$50,867$268,946$188,529$508,342
Current Officers, Directors, Trustees, and Key Employees$129,443$148,099$221,107$498,649
Fees for Services Other$17,856$107,670$265,600$391,126
Advertising$108,811-$122,573$231,384
Payroll Taxes$49,798$56,976$85,063$191,837
Depreciation Depletion$17,525$89,604$64,951$172,080
Other Employee Benefits$44,188$50,557$75,480$170,225
All Other Expenses$14,282$47,013$57,617$118,912
Pension Plan Contributions$18,686$21,379$31,919$71,984
Fees for Services Accounting-$62,391-$62,391
Occupancy$4,944$25,279$18,324$48,547
Insurance$14,964$7,482$22,446$44,892
Travel$19,720$6,585$18,016$44,321
Fees for Services Legal-$17,357-$17,357
Other Expenses$1,351$6,906$5,006$13,263
Grants to Domestic Individuals$7,315--$7,315
Grants to Domestic Orgs$2,500--$2,500
Conferences and Meetings$64-$538$602
Total Functional Expenses$5,469,673$1,911,526$3,188,721$10,569,920

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,324,843
Expenses per Audited Statements$10,606,200
Total Expenses per Form 990$10,569,920
Expenses Not Reported on Form 990$718,643
Expenses Not Reported on Financial Statements$-36,280
Other Expense Adjustments$-36,280
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$799,480
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

There are three classes of members: General ($20 - $1,000), 1814 Society ($1,000 - $4,999), and Lexington & Concord ($5,000, $10,000 and $25,000

Form 990, Part VI, Section A, line 7A

Each member in good standing of the foundation shall have one vote.

Form 990, Part VI, Section B, line 11B

A copy of the 990 is provided to the governing body.

Form 990, Part VI, Section B, line 12C

Conflict of interest (AHF policy #1-97): Any staff member who may be involved in an AHF business transaction in which there is a possible conflict of interest shall promptly report the possible conflict to the Board Chair/President. If the possible conflict involves the senior management, the possible conflict shall then be reported to the board Chair/President. The Board Chair, after receiving information about a possible conflict of interest, shall take such action as is necessary to assure that the transaction is completed in the best interest of the AHF without the substantive involvement of the person who has the possible conflict of interest. (this does not mean that the purchase or other transaction must necessarily be diverted, but simply those persons other than the one with the possible conflict shall make the judgments involved and shall control the transaction.) Definitions. A. "involved in an AHF business transaction" means initiating, making the principal recommendation for, or approving a purchase or contract; recommending or selecting a vendor or contractor; drafting or negotiating the terms of such a transaction; or authorizing or making payment from AHF accounts. This includes not only transactions for AHF 's procurement of goods and services, but also for the disposition of AHF property, and the provision of services or space by the AHF. B. A "possible conflict of interest" is deemed to exist when an AHF employee or a close relative, or a member of that person's household, is an Officer, Director, Employee, Proprietary, Partner, or Trustee of, or, when aggregated with close relatives and members of that person's household, holds 1% or more of the issued stock in the organization seeking to do business with the AHF. A possible conflict is also considered to exist where such a person is (or expects to be) retained as a paid consultant or contractor by an organization which seeks to do business with AHF, and whenever a transaction will entail a payment of money of that person's household. C. A "possible conflict of interest" exists when an employee of AHF has an interest in an Organization which is in competition with a firm seeking to do business with the AHF if the individual's position gives him or her access to proprietary or other privileged information which could benefit the firm in which he or she has an interest. D. A "possible conflict of interest" exists when an AHF employee is a Trustee, Director, Officer, or Employee of a not-for-profit Organization which is seeking to do business with or have a significant connection with the AHF or is engaged in activities which could be said in a business contest to be "in competition with" the programs of the AHF. A copy of AHF policy #1-97 shall be reviewed annually by each AHF employee who regularly initiates, reviews or approves AHF contracts or other commitments. Such employees shall then complete the acknowledgement at enclosure 1 and return it to the foundation secretary for inclusion in AHF official files. A written record of any conflicts of interest shall also be kept by the secretary as a part of AHF official files.

Form 990, Part VI, Section B, line 15

President's compensation is approved by the board.

Form 990, Part VI, Section C, line 19

The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request for the same period of disclosure as set forth in section 6104(d).

Form 990, Part VI, Section B, Question 13:

Employees are encouraged to report to senior management (President or the VP of operations) or to any member of the Board of Directors any known or suspected illegal activities that they believe have been conducted by an employee in connection with finances or any other operational aspect of the foundation. This whistle blower policy prevents by law, anyone in the foundation from retaliating against or punishing an employee for reporting conduct that the employee reasonably believes to be illegal.

Form 990, part VI, section B, question 14:

This policy informs foundation employees that it is an obstruction of justice offense to destroy, falsify, or alter any records or documents in order to impede a federal investigation. If any employee is asked to falsify, destroy, or alter any records, he should immediately inform senior management or the Board of Directors (if senior management is involved in the offense).

Filing and Contact Details

Filer

Filer Name
The Army Historical Foundation Inc
EIN
52-1367225
Phone
7035624168
Address
1775 Liberty Dr 400, Fort Belvoir, VA 22060

Signing Officer

Name
BG Burdett K Thompson USA-Ret
Title
President
Phone
7035624168
Signed
2025-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
BG Burdett K Thompson U
Formed
1983
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
37
Volunteers
25

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Yong Zhang CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part I & III, Description of Organization Mission:

The mission of the Army Historical Foundation (AHF) is to honor the American Soldier by preserving and presenting the history and heritage of the United States Army. AHF is the official Foundation of the National Museum of the United States Army and is responsible for fundraising, memberships, and operational and attractions management. The Foundation was established in 1983 as a member-based, charitable 501(c)(3) nonprofit organization. AHF's mission and vision are rooted in over five decades of experience in the army history community. AHF strives to: Engage: create a meaningful museum experience for visitors of all ages, immersing them in army history and the lives of our soldiers, their families, and the army community. Educate: Help tell the army story by showcasing the U.S.'s role and relationship to the nation. Inspire: Encourage others to learn more about the U.S. Army through soldier stories that also promote esprit de corps and Army values. We ensure that the U.S. Army's history, heritage, lessons, and legacy are preserved for future generations. Continue other Army history initiatives, publishing the award-winning journal of the Army history-On Point, answering approximately 250 historical inquiries annually, conducting battle rides to historical sites and other battlefields, presenting annual book and article awards for the writing of U.S. Army history; and publicly recognizing major individual, corporate, and Foundation contributions.

Form 990, Part III, Line 4B

2024 Historical and Education Programs: The Army Historical Foundation (AHF) offers a free inquiry service on matters related to Army history. The service is provided by AHF staff historians who research in the Foundation's military library, at the U.S. Army Center of Military History, the National Archives, and online resources. In 2024, AHF staff responded to oversee 250 inquiries from members, donors, and the general public nationwide. Four issues of On Point magazine were published in 2024. They featured articles by notable military historians covering a wide range of Army history and artwork, as well as book reviews related to Army history. The Distinguished Writing Awards program, established over 25 years ago, recognizes authors who have significantly contributed to literature on U.S. Army history. In 2024, the Foundation presented monetary awards to authors of five books and two articles. In 2024, the Foundation continued to develop digital program opportunities across multiple social media channels to include interviews with a World War II Veteran and Museums with Army stories as well as continuing to improve its keystone Battle Ride program that now engages with noted Army and military historians and has expanded beyond the immediate DMV area with hopes to expand as part of the Foundation's 250th programming being presented in later years.

Form 990, Part XII, Line 2C:

The process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years.

Financial Statement Notes

Part X, Line 2:

The foundation is generally exempt from federal income taxes under the provisions of section 501(c)(3) of the internal revenue code. In addition, the foundation qualifies for charitable contributions deductions under Section 170(b)(1)(a). Management evaluated the foundation's tax positions and concluded that it has taken no uncertain tax positions that require adjustment to the financial statements.

Part XI, Line 4B - Other Adjustments:

Cost of Goods Sold -36,280.

Part XII, Line 4B - Other Adjustments:

Cost of Goods Sold -36,280.

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IRS990/Desc02024 National Museum Program: The foundation operated all revenue-generating activities for the National Museum of the United States Army. The U.S. Army owns, operates, and maintains the Museum, while the Foundation is responsible for revenue generation, fundraising, and membership. Revenue-generating activities include but are not limited to, special events, retail service, food services (cafe and catering), and simulators.
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