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PO BOX 839
Carlisle PA 17013-0839
Carlisle PA | IRS ruling year: 1999 | EIN: 25-1830984
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 ABIL ... (More)
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. (Less)
Great
This charity's score is 99%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
This overall score is calculated from multiple beacon scores: 80% Accountability & Finance, 10% Leadership & Adaptability, 10% Culture & Community. Learn more about our criteria and methodology.
We recognize that not all metrics and beacons equally predict a charity’s success. The percentage each beacon contributes to the organization’s overall rating depends on the number of beacons an organization has earned.
Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Accountability & Finance score for Military Heritage Foundation is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.
Military Heritage Foundation has earned a 100% for the Accountability & Finance beacon. See the metrics below for more information.
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
This Accountability & Finance score represents IRS Form 990 data up until FY 2020, which is the most recent Form 990 currently available to us.
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Full Credit
Partial Credit
No Credit
Not ApplicableBoard Composition - 22/22 - 25/25 ptsBoard Composition - 22/22 - 25/25 pts
Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).
The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.
Source: IRS Form 990
Independent Audit or Financial Review - Has Audit/Review - 20/20 ptsIndependent Audit or Financial Review - Has Audit/Review - 20/20 pts
An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:
| Total Revenue Amount | Expectation to Receive Credit |
|---|---|
| $1 million or higher | Expected to complete an audit |
| $500,000 - $1 million | Expected to complete an audit, review, or compilation |
| Less than $500,000 | No expectation (removed from scoring methodology) |
Source: IRS Form 990
Conflict of Interest Policy - Listed - 3/3 ptsConflict of Interest Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Board Meeting Minutes - Documented - 3/3 ptsBoard Meeting Minutes - Documented - 3/3 pts
Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Document Retention and Destruction - Listed - 3/3 ptsDocument Retention and Destruction - Listed - 3/3 pts
Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Whistleblower Policy - Listed - 3/3 ptsWhistleblower Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Website - Listed - 3/3 ptsWebsite - Listed - 3/3 pts
Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Full CreditPartial CreditNo CreditNot ApplicableLiabilities to Assets Ratio - 4.44% - 15/15 ptsLiabilities to Assets Ratio - 4.44% - 15/15 pts
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.
| Liabilities to Assets Ratio | Amount of Credit Received |
|---|---|
| Less than 50% | Full Credit |
| 50% - 59.9% | Partial Credit |
| 60% or more | No Credit |
Source: IRS Form 990
Program Expense Ratio - 71.53% - 25/25 ptsProgram Expense Ratio - 71.53% - 25/25 pts
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
| Program Expense Percentage | Amount of Credit Received |
|---|---|
| 70% or higher | Full Credit |
| 60% - 69.9% | Partial Credit |
| 50% - 59.9% | Zero Points for Program Expense Score |
| Below 50% | Zero Points for Both Program Expense AND Liabilities to Assets Scores |
Source: IRS Form 990
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Source: IRS Form 990 (page 7), filing year 2020
Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website
Activities:
Activity data not reported from the IRS
Foundation Status:
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Military Heritage Foundation) or EIN (251830984) in the 'Search Term' field.
This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.
Military Heritage Foundation reported being impacted by COVID-19 in the following ways:
Program Delivery
Fundraising Capacity
Revenue
Administrative Capacity
How COVID-19 impacted the organization's operations financially:
In 2021, the Foundation canceled one key fundraising events during the COVID shutdown and scaled back the size of the second. The Foundation's Executive Director and Chief of Development were unable to schedule face-to-face meetings with many prospects. The supported organization - the U.S. Army Heritage and Education Center -- prohibited outside groups from leasing space in the facility and limited the size of groups. Their closure and cancellation of many onsite events adversely effected the museum store which in 2021 show a net loss.
How COVID-19 impacted the organization's delivery of programs:
The COVID shutdown required the Foundation reinvent our delivery of programs. The Education Department transitioned the National History Day in Pennsylvania state contest from on on-site to a virtual event. Teacher workshop also transitioned to virtual. To remain engaged with our supporters and donors, the Foundation continued a lecture program that during 2021 presented twice-monthly on line lectures . Museum store enhanced its online sales module to increase sales of store merchandise and the used book collections that are donated.
How this organization adapted to changing conditions caused by COVID-19:
Foundation staff continued to work in the office with liberal leave establish for individual's whose family members may have been exposed or had Covid.
Innovations the organization intends to continue permanently after the pandemic:
Online webinars and lectures; online teacher workshops; enhanced virtual meetings; expanding museum store offerings online.
Not Currently Scored
Military Heritage Foundation cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
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Military Heritage Foundation reported its three largest programs on its FY 2020 Form 990 as:
Spent in most recent FY
Percent of program expenses
SUSTAINING OPERATIONS-THE ARMY HERITAGE CENTER FOUNDATION SUCCESSFULLY SUSTAINED OPERATIONS IN A COVID ENVIRONMENT. THE YEAR SAW OFFICE STAFF WORKING REMOTELY FROM MARCH TO JULY 2020, THE FOUNDATION'S ... (More)
SUSTAINING OPERATIONS-THE ARMY HERITAGE CENTER FOUNDATION SUCCESSFULLY SUSTAINED OPERATIONS IN A COVID ENVIRONMENT. THE YEAR SAW OFFICE STAFF WORKING REMOTELY FROM MARCH TO JULY 2020, THE FOUNDATION'S ARMY BIRTHDAY AND MEMBERSHIP DINNERS CANCELLED, PUBLIC PROGRAMS AT THE U.S. ARMY HERITAGE AND EDUCATION CENTER (USAHEC) SUSPENDED, DEVELOPMENT STAFFS' ACCESS TO SUPPORTERS AND DONORS CURTAILED, AND THE CLOSING OF THE CENTER'S GALLERIES AND THE FOUNDATION'S MUSEUM STORE FOR MORE THAN SIX MONTHS IN RESPONSE TO STATE AND FEDERAL HEALTH DIRECTIVES. THE FOUNDATION RESPONSE TO THIS ENVIRONMENT WAS TO TRANSITION PROGRAMS TO A VIRTUAL/ONLINE ENVIRONMENT AND INCREASED USE OF WEB-BASED PROGRAMS.IN JUNE, THE BOARD OF DIRECTORS COMPLETED AND APPROVED A STRATEGIC PLAN TO CARRY THE FOUNDATION THROUGH THE NEXT FIVE TO SIX YEARS. THE PLAN SEEKS TO GROW THE USAHEC CAMPUS; USAHEC AND THE FOUNDATION PROGRAMS; STABILIZE AND BUILD FLEXIBLY IN THE BUDGET, AND ENHANCE BOARD MEMBERSHIP AND DIVERSITY.TO ENHANCE OUTREACH THAT WILL SUSTAIN THE FOUNDATION EFFORTS TO PROVIDE SUPPORT THE ARMY, TO GROW FOUNDATION PROGRAMS AND TO IMPROVE THE REACH OF THE FOUNDATION'S MUSEUM STORE, THE STAFF RESTRUCTURED AND REBUILT THE WEBSITE TO MORE CONSISTENTLY TELL THE STORY OF THE FOUNDATION AND ITS MISSION. (Less)
Spent in most recent FY
Percent of program expenses
SUPPORT TO THE U.S. ARMY-THE ARMY HERITAGE CENTER FOUNDATION CONTINUED ITS EFFORTS IN 2020 TO SUPPORT THE U.S. ARMY BY ADVANCING THE DEVELOPMENT OF USAHEC; PROMOTING THE CENTER AS A MAJOR RESEARCH CEN ... (More)
SUPPORT TO THE U.S. ARMY-THE ARMY HERITAGE CENTER FOUNDATION CONTINUED ITS EFFORTS IN 2020 TO SUPPORT THE U.S. ARMY BY ADVANCING THE DEVELOPMENT OF USAHEC; PROMOTING THE CENTER AS A MAJOR RESEARCH CENTER; AND ENHANCING ITS COLLECTIONS, PROGRAMS, AND OUTREA (Less)
Spent in most recent FY
Percent of program expenses
EDUCATIONAL PROGRAMS-THE 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 ... (More)
EDUCATIONAL PROGRAMS-THE 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 EXPE (Less)
Military Heritage Foundation has earned a 92% for the Culture & Community beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's culture and connectedness to the community it serves.
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Full CreditPartial CreditNo CreditNot ApplicableConstituent Feedback - Data Available - 100/100 ptsConstituent Feedback - Data Available - 100/100 pts
30% of beacon score
This organization reported that it is collecting feedback from the constituents and/or communities it serves. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.
Who are the people you serve with your mission? Describe briefly.
The Veteran Community Students with a focus on Grades 5-12 Academics & the Researching Community Families Army ROTC Programs
How is your organization collecting feedback from the people you serve?
Electronic surveys (by email, tablet, etc.), Paper surveys
How is your organization using feedback from the people you serve?
To inform the development of new programs/projects, To strengthen relationships with the people we serve
With whom does your organization share the feedback you got from the people you serve?
Our staff, Our board
What challenges does your organization face in collecting feedback from the people you serve?
It is difficult to get the people we serve to respond to requests for feedback, We don't have the right technology to collect and aggregate feedback efficiently, It is difficult to find the ongoing funding to support feedback collection
Briefly describe a recent change that your organization made in response to feedback from the people you serve.
We expanded a day camp experience to include a session for younger individuals. We modified the lecture program to include topics of greater interest.
Equity Practices - Data Available - 88/100 ptsEquity Practices - Data Available - 88/100 pts
70% of beacon score
This organization's score of 88 is a passing score. The organization reported that it is implementing 6 Equity Practices. Charity Navigator believes nonprofit organizations implementing effective equity policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.
Equity Practices (4/7) | |
|---|---|
We review compensation data across the organization (and by staff levels) to identify disparities by race. | |
We ask team members to identify racial disparities in their programs and/or portfolios. | |
We analyze disaggregated data and root causes of race disparities that impact the organization/'s programs, portfolios, and the populations served. | |
We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support. | |
We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders. | |
We disaggregate data by demographics, including race, in every policy and program measured | |
We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization. | |
Equity Policies and Procedures (2/7) | |
|---|---|
We use a vetting process to identify vendors and partners that share our commitment to race equity. | |
We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions. | |
We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization. | |
We have community representation at the board level, either on the board itself or through a community advisory board. | |
We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability. | |
We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team. | |
We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization. | |
Military Heritage Foundation has earned a 100% for the Leadership & Adaptability beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
Learn more
Full CreditPartial CreditNo CreditNot ApplicableMission - 10/10 ptsMission - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization's 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.
Vision - 10/10 ptsVision - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.
Engage, inspire, and inform the Army, the American people, and global partners with a unique and enduring source of knowledge and thought. and to enhance the Army's and the public's understanding of the contributions of its Soldiers and the Army to the Nation.
Source: Nonprofit submitted responses
Goals - 20/20 ptsGoals - 20/20 pts
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Enhance Facilities: Complete construction of the Hall of the American Soldier
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Two: Grow Programs & Services • Support enhanced access to expanded and searchable archives • Improve immersive experiences • Grow Educational Programs into a national resource
Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.
Goal Three: Foster Resource Development • Raise funds necessary to maintain current operations • Increase outreach • Develop better identification and stewardship of stakeholders • Develop compelling message
Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.
Leadership Development - 15/15 ptsLeadership Development - 15/15 pts
The nonprofit provides evidence of investment in leadership development
New board members received detailed in briefs and are provided with a board mentor. Staff is sent to training programs to improve their work skills.
Mobilizing for Mission - 15/15 ptsMobilizing for Mission - 15/15 pts
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Strategic Partnerships
Networks of Collective Impact Efforts
Thought Leadership
Community Building
Policy Advocacy
We support the U.S. Army Heritage and Education Center's program by providing subject matters experts. Our subject matter experts meet regularly with others with similar interests. Maintain and active online teacher workshops and lecture program. Routinely meet with state and federal representatives to update them on activities.
Adaptability Story - 30/30 ptsAdaptability Story - 30/30 pts
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
The Army Heritage Center Foundation successfully sustained operations in a COVID environment. The year saw office staff working remotely from March to July 2020, the Foundation’s Army Birthday and Membership Dinners cancelled, public programs at the U.S. Army Heritage and Education Center (USAHEC) suspended, development staffs’ access to supporters and donors curtailed, and the closing of the Center’s galleries and the Foundation’s museum store for more than six months in response to state and federal health directives. The Foundation response to this environment was to transition programs to a virtual/online environment and increased use of web-based programs. In June, the Board of Directors completed and approved a strategic plan to carry the Foundation through the next five to six years. The plan seeks to grow the USAHEC campus; USAHEC and the Foundation programs; stabilize and build flexibly in the budget, and enhance board membership and diversity. To enhance outreach that will sustain the Foundation efforts to provide support the Army, to grow Foundation programs and to improve the reach of the Foundation’s museum store, the staff restructured and rebuilt the website to more consistently tell the story of the Foundation and its mission.
Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability
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