Military Heritage Museum Inc
1200 W Retta Esplanade
Suite 48
Punta Gorda FL 33950
The mission of the Military Heritage Museum is to promote an understanding and respect for the rich military heritage of the United States and the sacrifices made by our country’s veterans, living and dead, emphasizing that freedom is not free.
CEO/Executive Director Mrs Lori L. Howard
Board Chair Mrs Marilyn Smith-Mooney
Board Chair Affiliation Community Volunteer
General Info
Former Names
Military Heritage & Aviation Museum, Inc.
Florida Military Heritage Museum, Inc.
Tax Exempt Status Public Supported Charity
Incorporation Year 2002
Awarded competitive grant from Community Foundation in the last 5 years? Yes
State Charitable Solicitations Permit Exempt 0
State Registration Yes May 2017
Financial Summary
Projected Revenue $190,459.00
Projected Expenses $184,207.00
IRS Letter of Determination
501(c)(3) letterView
Other Documents
Annual ReportView
Annual ReportView
Annual ReportView
2011 Annual ReportView
Impact Statement

The Military Heritage Museum continuously seeks ways to attract more visitors and to make sure that new and repeat visitors have a great experience.


2015's goals became 2016's goals, except for the curator.  Although our goals to a great extent were met, they remain:

1.     To continue to enhance our displays by acquiring new cases and mannequins. (This is constant, because we acquire new things as we have the money.  We did receive a generous grant from Selby and were able to purchase new cases. But we could still use more.) 

2.     To hire a part-time curator to ensure proper cataloguing and storage of our artifacts and keep displays current. (This did not work out for us.  We may try again in the future.)

3.     To continue to recruit volunteers so we can avoid “burn out” with our current wonderful volunteers. (We're always looking for more!)

4.     To continue to build our endowment so the Museum can continue to educate the public about the cost of freedom. (This will certainly always remain a goal.

In 2016 our goals will be to hold a membership drive to acquire many more new members; to launch a robust advertising campaign; to start using our conference room and library more by holding speaker presentations and roundtable discussions and attracting students to our reference library.  
Needs Statement
1.) We would like to work more with local schools to educate children about the cost of freedom, both by bringing field trips to the Museum and going to middle and high school classes to invite them to our library.  We anticipate a need of $5,000 to pay for buses for class trips and as a program expense to coordinate sessions with teachers and students.  (Our library is a work-in-progress.  As the librarian makes headway, he receives new loads of books!  It is his goal, though, to start speaking with the history teachers.) 

2) We need to advertise to let tourists and local residents know we are here.  We have a marketing plan, but need funds to fulfill that plan.  The cost of advertising is $25,000. 

Background Statement

In the year 2000, the local VFW and American Legions had closets overflowing with military artifacts in their facilities.  Other veterans’ organizations had similar collections, but no place to display them.  On July 18, 2000, the Veterans’ Museum Action Committee met to consider ways to share these military treasures with the world.

Soon, an 830 square-foot storefront site, located in Fishermen’s Village in Punta Gorda, a place where many tourists visiting the area and locals go for dining and shopping, was acquired to exhibit the artifacts. News articles about the group’s endeavors and dreams brought volunteers to help build display cases, lay carpet and paint walls.  The Florida Military Heritage Museum was organized as a 501(c)(3) nonprofit organization in 2001 and opened its doors on Pearl Harbor Day, December 7.

Damage to Fishermen’s Village in 2004 from Hurricane Charlie facilitated a move for the Museum to a slightly larger facility on Madrid Boulevard in Punta Gorda, where it remained for the next three years.  While the new location provided more room for exhibits, the number of visitors dropped dramatically, prompting a move back to Fishermen's Village.

In time, talks with the Charlotte County Airport Authority created the potential to build a museum on five acres of airport property.  Plans for a capital campaign resulted in the 2004 name change of the Museum to Military Heritage & Aviation Museum.  Building a new museum ultimately proved to be unrealistic and the project was abandoned. In September 2008, the name was changed to the current Military Heritage Museum, Inc.

On October 1, 2007, the Museum returned to Fishermen’s Village, and our attendance has continued to grow. In 2015, the Museum enjoyed more than 63,649 visitors.

The Museum's Board of Directors maintains a majority percentage of military veterans. There is a full-time Executive Director and Administrative Assistant, as well as a part-time Artifact Assistant/Curator.

Currently, the Honorable Sean O’Keefe, a former NASA Administrator and Secretary of the Navy and immediate-past CEO of EADS North America serves as the honorary chair. 

Areas Served
Areas Served
Areas Served Comments The Military Heritage Museum operates in Punta Gorda, Florida.  Beyond the physical location of the facility, this organization serves all of Southwest Florida, and tourists visiting the area from all across the United States and many other countries.
Service Categories
Primary Org Type Arts,Culture & Humanities
Secondary Org Type Education
Tertiary Org Type Public & Societal Benefit
Statement from the Board Chair/Board President

Memorial Day, POW/MIA Recognition Day and Veterans Day Ceremonies take place in Fisherman's Village and Laishley Park in Punta Gorda. These free programs include well-respected keynote speakers and activities such as formal presentations of the colors, a vocalist singing the National Anthem, a gun salute, a bagpiper's performance of "Amazing Grace" and a bugler's performance of "Taps." With the POW/MIA Recognition Day, there is also a presentation of a special "Remembrance Tree" and the "Missing Man Table" with explanations of their meaning.

The Museum collaborates with the Charlotte County Veterans Council, the US Paratroopers Port Charlotte Chapter, and the Marine Corp League, among other veteran and community groups to present these programs.  

Budget $20,000
Category Arts, Culture & Humanities, General/Other Celebratory Events
Program Linked to Organizational Strategy Yes
Population Served Adults Families Other Named Groups
Short Term Success This program does not lend itself to pre- and post-testing or surveys, as it is a commemoration of those who sacrificed, sometimes everything, to preserve freedom.  We consider the program a success if it continues to draw interested individuals.  As audience grows, we feel it is indicative of the success of our programs.
Long Term Success The goal of the program is to remind people of the price paid for freedom and to honor those who paid the price.  It is also an opportunity to educate younger attendees regarding what the military is all about, and how it protects their freedom, as well as instilling respect for those who served. In the long-term, the goal is to get attendees at our ceremonies to become visitors to the Museum, if they haven't visited already, or to return, if they have. Since we rotate displays and put new things out frequently, there's always something new to see.
Program Success Monitoring Counting attendance.
Program Success Examples

Although it's hard to measure, anytime someone takes away from our any of our events a new appreciation for those who served in the military, we consider the program a success.

Additionally, attendance in our Museum, has increased by more than 41% in our current location over these last eight years.

Description This is a series of changing exhibits that honor groups and individuals who served their nation through their military service, such as women in the military, or that mark the anniversaries of important dates, such as the "birthdays" of the various branches of the service. These exhibits are often combined with a reception and opening ceremony.
Budget $10,000
Category Arts, Culture & Humanities, General/Other Museums
Program Linked to Organizational Strategy Yes
Population Served Adults K-12 (5-19 years) Families
Short Term Success We determine the success by the number of people who visit the museum during special exhibits compared to the number of people who visit when there are no special exhibits in place.  There is an increase of 20% during Lest We Forget exhibits.
Long Term Success The program increases awareness of identified groups or individuals who served their nation and serves to draw people into the Museum.
Program Success Monitoring We monitor our daily visitor counts.
Program Success Examples An increase of 20% in attendance would indicate the program was drawing people to the museum.

Our education programs take many forms, including in-school presentations  and presentations to various community groups upon request; tours through the Museum for boy scouts, girl scouts, home-schooled and other children; a traveling display that is presented at community events such as: Florida's International Air Show and Chamber of Commerce Expos annually.

Budget $10,000
Category Arts, Culture & Humanities, General/Other History & Historical Programs
Program Linked to Organizational Strategy Yes
Population Served Children and Youth (0 - 19 years) Adults Families
Short Term Success A minimum of 4000 children & youth will be touched by the museum's traveling exhibits or other outreach/education on an annual basis.
Long Term Success This program provides opportunities for youth, particularly, to see the reality of military life, not just what they experience through movies, TV and video games.  We do not test or survey youth and families, because contact is short-term.  Our outcomes are based on reactions of youth and their families to our information sharing opportunities.  
Program Success Monitoring Calculations/counts taken at the events.
Program Success Examples Please picture this scenario:
“We were at war with Japan?” The query by the woman in her early
twenties astounded the Museum trustee as he paused at the Pearl
Harbor exhibit during the tour he was giving of the Military Heritage
Museum. After his patient explanation of the reasons why the United
States entered into what was to become World War II, he was further
astounded by her follow-on question: “Who won?"
This scene describes one of the most important reasons for our existence: education. Anytime we can teach someone about something this important in our history, we're fulfilling our mission.
Program Comments by Organization
Letting people know that the Military Heritage Museum exists is probably our biggest and most important challenge.  While the executive director takes advantage of all the free "press" available, there are still many people who live locally who say, "I never knew you were here." 
We are in the process of updating our web site and becoming more involved with Facebook and Twitter. In addition, when finances allow, we plan to advertise in more publications and rent billboards in strategic areas.
CEO/Executive Director
CEO/Executive Director Mrs Lori L. Howard
CEO Term Start Dec 2016
CEO/Executive Director Email
Former CEOs/Executive Directors
Ms Tammi Cash Feb 2007 - Sept 2007
Kim Lovejoy Ross Nov 2007 - Dec 2016
Senior Staff
Staff & Volunteer Statistics
Full Time Staff 2
Part Time Staff 1
Staff Retention Rate % 100
Professional Development Yes
Contractors 0
Volunteers 75
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation N/A
Non-Management Formal Evaluation Yes
The Military Heritage Museum collaborates with local veterans' organizations on events throughout the year, including the American Legion and the Charlotte County Veterans Council.
External Assessments and Accreditations
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years 3
Strategic Plan Adopted Oct 2012
Management Succession Plan No
Continuity of Operations Plan Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Board Chair
Board Chair Mrs Marilyn Smith-Mooney
Company Affiliation Community Volunteer
Board Term Jan 2017 to Dec 2020
Board Chair Email
Board Members
Board Members
Mr. Larry Brown U.S. Air Force, retired
Mr. Frank Campagne U.S. Army veteran
Mr. Robert M. Dickinson US Army, Retired
Mr. Gene Geronime US Navy, Retired
Mr. Chuck Kersch U.S. Army veteran
Mr. James Mallonee Esq.James Mallonee, Esq.
Mrs. Marilyn Smith-Mooney Past President
Mr. Peter F. Taylor U.S. Marine Corps veteran
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 11
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 7
Female 1
Unspecified 0
Board Term Lengths 3
Board Term Limits 99
Board Orientation Yes
Number of Full Board Meetings Annually 10
Board Meeting Attendance % 76
Board Self-Evaluation Yes
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 85
% of Board Making In-Kind Contributions 15
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Program / Program Planning
Fiscal Year Projections
Fiscal Year Begins 2017
Fiscal Year Ends 2017
Projected Revenue $190,459.00
Projected Expenses $184,207.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment Yes
Endowment Value $1,000,000.00
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? Yes
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
Government Contributions$15,000$17,406$41,000
Individual Contributions$158,433$260,548$191,993
Investment Income, Net of Losses$9,585$6,338$2,449
Membership Dues$0$1,109$3,699
Special Events$31,185$37,158$37,886
Revenue In-Kind$0$0$0
Expense Allocation
Fiscal Year201520142013
Program Expense$64,657$5,371$4,042
Administration Expense$123,263$178,622$154,672
Fundraising Expense$2,129$11,964$11,447
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.531.701.67
Program Expense/Total Expenses34%3%2%
Fundraising Expense/Contributed Revenue1%4%4%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$466,609$379,555$245,210
Current Assets$27,923$51,649$231,179
Long-Term Liabilities$0$0$0
Current Liabilities$1,097$114$1,834
Total Net Assets$465,512$379,441$243,376
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountContributions, gifts, grants $158,433Contributions, gifts, grants $260,548Contributions, gifts, grants $191,993
Second Highest Funding Source & Dollar AmountDonation Box Museum $64,256Fundraising $37,158Govertnment Grants - Unspecified $41,000
Third Highest Funding Source & Dollar AmountFundraising $31,185Government Grants - Unspecified $17,406Fundraising $37,886
CEO/Executive Director Compensation $0 - $50,000
Tax Credits No
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities25.45453.06126.05
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization In August, 2011, a benefactor left her estate, approximately $1 million, to the Military Heritage Museum, for us to receive on a matched basis. In February of each year, we receive a dollar-for-dollar match of the money we raised the previous year. We then invest this in accounts with Ameriprise and Morgan Stanley.  So every donation to the Museum actually counts as twice as much!
Financial Comments by Foundation Financial information taken from IRS Form 990.  Individual contributions include foundation and corporate support. Financial statements (unaudited compilations for 2010, 2011 and 2012 and unaudited reviews for 2009) do not reconcile to Federal tax returns as Schedule D, Parts XII and XIII were not completed.
Nonprofit Military Heritage Museum Inc
Address 1200 W Retta Esplanade
Suite 48
Punta Gorda, FL 33950
Phone 941 575-9002