Totals
- Total revenue
- $58,617,719
- Total expenses
- $57,094,245
- Contributions and grants received
- $57,511,762
- Grants paid
- $33,391,131
- Program service revenue
- $0
- Investment income
- $1,233,334
- Other revenue
- -$127,377
- Total assets, end of year
- $41,550,729
- Total liabilities, end of year
- $1,988,600
- Net assets or fund balances, end of year
- $39,562,129
- Program services expenses (Part IX)
- $51,778,897
- Management and general expenses
- $3,518,136
- Fundraising expenses
- $1,797,212
- Program service expenses (Part III)
- $51,778,897
Program services were 90.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$93,423
-
1c · Fundraising events
$297,309
-
1f · All other contributions, gifts and grants
$57,121,030
-
1g · Noncash contributions included above
$1,350,792
-
3 · Investment income
total $1,028,128 · excluded $1,028,128
-
7a · Gross sales of assets other than inventory
securities $29,581,629
-
7b · Less cost or other basis and sales expenses
securities $29,376,423
-
7c · Gain or loss
securities $205,206
-
7d · Net gain or loss
total $205,206 · excluded $205,206
-
8a · Fundraising events: gross income
$6,867
-
8a · Fundraising events: contributions included on line 1c
$297,309
-
8b · Fundraising events: direct expenses
$127,457
-
8c · Net income from fundraising events
total -$120,590 · excluded -$120,590
-
10a · Gross sales of inventory
$3,781
-
10b · Cost of goods sold
$10,568
-
10c · Net income from sales of inventory
total -$6,787 · excluded -$6,787
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $210,000 · program services $210,000
-
2 · Grants to domestic individuals
total $33,181,131 · program services $33,181,131
-
5 · Compensation of officers, directors and key employees
total $1,112,880 · program services $657,277 · management and general $383,013 · fundraising $72,590
-
7 · Other salaries and wages
total $14,184,873 · program services $11,363,380 · management and general $1,832,620 · fundraising $988,873
-
8 · Pension plan contributions
total $276,359 · program services $216,799 · management and general $40,200 · fundraising $19,360
-
9 · Other employee benefits
total $1,565,256 · program services $1,230,291 · management and general $228,562 · fundraising $106,403
-
10 · Payroll taxes
total $1,205,406 · program services $944,681 · management and general $176,475 · fundraising $84,250
-
11c · Fees: accounting
total $64,710 · management and general $64,710
-
11f · Fees: investment management
total $92,838 · management and general $92,838
-
11g · Fees: other
total $1,469,375 · program services $943,292 · management and general $364,237 · fundraising $161,846
-
13 · Office expenses
total $90,678 · program services $70,836 · management and general $12,649 · fundraising $7,193
-
14 · Information technology
total $335,151 · program services $208,893 · management and general $100,717 · fundraising $25,541
-
16 · Occupancy
total $264,508 · program services $233,138 · management and general $22,478 · fundraising $8,892
-
17 · Travel
total $1,060,678 · program services $961,563 · management and general $51,649 · fundraising $47,466
-
22 · Depreciation, depletion and amortization
total $161,623 · program services $120,589 · management and general $30,243 · fundraising $10,791
-
23 · Insurance
total $146,154 · program services $114,709 · management and general $22,149 · fundraising $9,296
-
24a · Other expenses: POSTAGE & SHIPPING
total $810,870 · program services $700,411 · management and general $47,162 · fundraising $63,297
-
24b · Other expenses: EDUCATIONAL/PROMOTIONAL
total $706,076 · program services $547,814 · management and general $6,910 · fundraising $151,352
-
24c · Other expenses: OTHER OPERATING EXPENSE
total $155,679 · program services $74,093 · management and general $41,524 · fundraising $40,062
-
26 · Joint costs (an allocation of the lines above)
total $479,938 · program services $346,197 · management and general $126,831 · fundraising $6,910
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,777,244 · end of year $745,458
-
2 · Savings and temporary cash investments
beginning of year $5,685,814 · end of year $6,290,705
-
3 · Pledges and grants receivable
beginning of year $7,420,000 · end of year $7,250,000
-
4 · Accounts receivable
beginning of year $136,562 · end of year $267,449
-
9 · Prepaid expenses and deferred charges
beginning of year $1,860,327 · end of year $1,491,057
-
10a · Land, buildings and equipment: cost or other basis
$377,568
-
10b · Land, buildings and equipment: accumulated depreciation
$222,804
-
10c · Land, buildings and equipment, net
beginning of year $183,954 · end of year $154,764
-
11 · Investments: publicly traded securities
beginning of year $19,855,428 · end of year $25,275,880
-
14 · Intangible assets
beginning of year $113,124 · end of year $75,416
-
17 · Accounts payable and accrued expenses
beginning of year $1,298,791 · end of year $1,988,600
-
27 · Net assets without donor restrictions
beginning of year $22,098,041 · end of year $25,234,688
-
28 · Net assets with donor restrictions
beginning of year $14,635,621 · end of year $14,327,441
Mission and programs · 2023
Mission
THE FUND CARES FOR OUR NATION'S CRITICALLY WOUNDED, ILL, AND INJURED SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES. WE ASSIST ALL MILITARY BRANCHES, INCLUDING BOTH POST-9/11 AND VIETNAM VETERANS, PROVIDING ONE-ON-ONE CASE MANAGEMENT, CONNECTION AND LIFETIME SUPPORT.
Activities or mission (Part I)
ASSIST WOUNDED, ILL & INJURED SERVICE MEMBERS, VETERANS & MILITARY FAMILIES.
-
OUR CASE MANAGEMENT MODEL IS WHAT DIFFERENTIATES THE FUND FROM OTHERS. OUR CASE MANAGERS, VISITING NURSES, AND VETERAN LEADS PROVIDE CONTINUITY AND CONNECTION THROUGHOUT DIFFICULT STAGES OF RECOVERY FROM THE BEDSIDE TO TRANSITION BACK TO THEIR COMMUNITIES. OUR SERVICE MEMBER & FAMILY SUPPORT PROGRAM PROVIDES VITAL FINANCIAL AID AND PROGRAMMING FOR ESSENTIAL NEEDS LIKE ADAPTIVE HOUSING AND TRANSPORTATION, FAMILY SUPPORT FOR CHILDREN AND CAREGIVERS. IN FISCAL YEAR 2024 ,THE FUND PROVIDED 13,200 SERVICE MEMBER AND FAMILY SUPPORT PROGRAM GRANTS.
Expenses $36,752,280 · Grants $24,333,178
-
OUR TRANSITION PROGRAM FOCUSES ON KEEPING VETERANS CONNECTED WITH UNIT REUNIONS, JOB TRAINING THROUGH OUR APPRENTICESHIP PROGRAM, AND EDUCATION AND RESOURCES. THIS PROGRAM IS CRITICAL FOR TRANSITION FROM THE MILITARY TO CIVILIAN LIFE. IN FISCAL YEAR 2024, THE FUND PROVIDED 1,200 TRANSITION PROGRAM GRANTS.
Expenses $8,351,978 · Grants $5,468,644
-
OUR INTEGRATIVE WELLNESS PROGRAM PROVIDES A HOLISTIC APPROACH TO MENTAL HEALTH AND WELLNESS FOCUSING ON PTSD AND TRAUMATIC BRAIN INJURY SUPPORT THROUGH CUTTING EDGE TECHNOLOGIES, A NEUROFITNESS PROGRAM, ADAPTIVE SPORTS, SERVICE DOGS, AND THERAPEUTIC ARTS AND MUSIC. IN FISCAL YEAR 2024, THE FUND PROVIDED 2,600 INTEGRATIVE WELLNESS PROGRAM GRANTS.
Expenses $6,674,639 · Grants $3,589,309
As filed on the 2023 return.
Listed in Part VII
-
Gen Joseph Dunford JrGEN JOSEPH DUNFORD JR
USMC (RET.) CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Wendy LethinWENDY LETHIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Karen GuentherKAREN GUENTHER
PRESIDENT & FOUNDER
- Total calculated
- $278,017
- From this org
- $269,798
- From related orgs
- $0
- Other
- $8,219
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $266,798
- Bonus
- $3,000
- Other
- $0
- Deferred
- $6,175
- Nontaxable benefits
- $2,044
- Filer's total
- $278,017
-
Edward Kim Foley IIIEDWARD KIM FOLEY III
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Annette ConwayANNETTE CONWAY
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Gen John Paxton Jr Usmc RetGEN JOHN PAXTON JR USMC RET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Jason AikenJASON AIKEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Robert Bowlin CPAROBERT BOWLIN CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Vadm C Forrest Faison IIIVADM C FORREST FAISON III
USN (RET.) DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Richard WellsRICHARD WELLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Col James Weiskopf Usa RetCOL JAMES WEISKOPF USA RET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Sgtmj Carlton Kent Usmc RetSGTMJ CARLTON KENT USMC RET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Laura MitchellLAURA MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Gen Michael Garrett Usa RetGEN MICHAEL GARRETT USA RET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Tom BenoitTOM BENOIT
CHIEF FINANCIAL OFFICER
- Total calculated
- $207,541
- From this org
- $184,651
- From related orgs
- $0
- Other
- $22,890
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,651
- Bonus
- $3,000
- Other
- $0
- Deferred
- $4,329
- Nontaxable benefits
- $18,561
- Filer's total
- $207,541
-
Samuel JacksonSAMUEL JACKSON
SECRETARY AND CHIEF LEGAL OFFICER
- Total calculated
- $155,801
- From this org
- $152,106
- From related orgs
- $0
- Other
- $3,695
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,106
- Bonus
- $3,000
- Other
- $0
- Deferred
- $2,933
- Nontaxable benefits
- $762
- Filer's total
- $155,801
-
Susan RoccoSUSAN ROCCO
EXECUTIVE VICE PRESIDENT
- Total calculated
- $210,508
- From this org
- $198,978
- From related orgs
- $0
- Other
- $11,530
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,978
- Bonus
- $3,000
- Other
- $0
- Deferred
- $3,147
- Nontaxable benefits
- $8,383
- Filer's total
- $210,508
-
Sondria SaylorSONDRIA SAYLOR
EXECUTIVE VICE PRESIDENT
- Total calculated
- $211,694
- From this org
- $199,239
- From related orgs
- $0
- Other
- $12,455
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,239
- Bonus
- $3,000
- Other
- $0
- Deferred
- $3,478
- Nontaxable benefits
- $8,977
- Filer's total
- $211,694
-
Brent PetersonBRENT PETERSON
SENIOR DIRECTOR, OUTREACH
- Total calculated
- $139,849
- From this org
- $111,186
- From related orgs
- $0
- Other
- $28,663
- Hours/week
- 40
-
Sam TickleSAM TICKLE
SENIOR DIRECTOR, SPORTS PROGRAM
- Total calculated
- $130,975
- From this org
- $111,025
- From related orgs
- $0
- Other
- $19,950
- Hours/week
- 40
-
Dr Laritta PaoliniDR LARITTA PAOLINI
DIRECTOR, WELLNESS PROGRAM
- Total calculated
- $152,611
- From this org
- $140,088
- From related orgs
- $0
- Other
- $12,523
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,588
- Bonus
- $1,500
- Other
- $0
- Deferred
- $3,978
- Nontaxable benefits
- $8,545
- Filer's total
- $152,611
-
Courtney TurnerCOURTNEY TURNER
CHIEF OF DONOR RELATIONS AND PHILANTHROPY
- Total calculated
- $118,863
- From this org
- $113,544
- From related orgs
- $0
- Other
- $5,319
- Hours/week
- 40
-
John MayerJOHN MAYER
DIRECTOR, APPRENTICESHIP AND JMHP
- Total calculated
- $117,500
- From this org
- $116,767
- From related orgs
- $0
- Other
- $733
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$110,000
USO EXPERIENCE 2024 AND USO EUROPE PROGRAM IN A BOX
-
$100,000
WARRIOR GAMES 2024
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413099349300846
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