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Nonprofiteer
← DALE K GRAHAM VETERANS FOUNDATION

Form 990 for tax year 2022

Filed by DALE K GRAHAM VETERANS FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 15 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the earlier return

  • Walter Emergy Fountain

Listed only on the later return

  • Walter Emery Fountain

Totals

Total revenue
$1,105,229
Total expenses
$1,115,384
Contributions and grants received
$1,088,334
Grants paid
$179,837
Program service revenue
$0
Investment income
-$41,331
Other revenue
$58,226
Total assets, end of year
$755,238
Total liabilities, end of year
$191,410
Net assets or fund balances, end of year
$563,828
Program services expenses (Part IX)
$904,650
Management and general expenses
$104,870
Fundraising expenses
$105,864
Program service expenses (Part III)
$904,650

Program services were 81.1% 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.

  • 1f · All other contributions, gifts and grants

    $1,088,334

  • 1g · Noncash contributions included above

    $96,025

  • 3 · Investment income

    total $21,415 · excluded $21,415

  • 7b · Less cost or other basis and sales expenses

    other assets $62,746

  • 7c · Gain or loss

    other assets -$62,746

  • 7d · Net gain or loss

    total -$62,746 · related or exempt -$62,746

  • 8a · Fundraising events: gross income

    $77,721

  • 8b · Fundraising events: direct expenses

    $20,738

  • 8c · Net income from fundraising events

    total $56,983 · excluded $56,983

  • 11a · Other revenue: INSURANCE PAYMENT

    total $1,243 · excluded $1,243

  • 11e · Other revenue, total

    $1,243

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $714 · program services $714

  • 2 · Grants to domestic individuals

    total $179,123 · program services $179,123

  • 5 · Compensation of officers, directors and key employees

    total $84,903 · program services $42,452 · management and general $21,226 · fundraising $21,225

  • 7 · Other salaries and wages

    total $291,709 · program services $236,629 · management and general $18,921 · fundraising $36,159

  • 9 · Other employee benefits

    total $17,430 · program services $13,669 · management and general $1,354 · fundraising $2,407

  • 10 · Payroll taxes

    total $27,785 · program services $20,522 · management and general $2,982 · fundraising $4,281

  • 11b · Fees: legal

    total $4,499 · program services $1,308 · management and general $3,069 · fundraising $122

  • 11c · Fees: accounting

    total $31,950 · program services $25,760 · management and general $3,784 · fundraising $2,406

  • 11g · Fees: other

    total $33,832 · program services $27,162 · management and general $4,126 · fundraising $2,544

  • 12 · Advertising and promotion

    total $1,023 · program services $947 · management and general $76

  • 13 · Office expenses

    total $114,560 · program services $94,668 · management and general $9,498 · fundraising $10,394

  • 14 · Information technology

    total $249 · fundraising $249

  • 16 · Occupancy

    total $195,801 · program services $155,795 · management and general $23,106 · fundraising $16,900

  • 17 · Travel

    total $29,342 · program services $28,308 · management and general $376 · fundraising $658

  • 19 · Conferences, conventions and meetings

    total $3,329 · program services $1,349 · management and general $1,672 · fundraising $308

  • 20 · Interest

    total $3,613 · program services $2,534 · management and general $808 · fundraising $271

  • 22 · Depreciation, depletion and amortization

    total $28,891 · program services $23,401 · management and general $3,467 · fundraising $2,023

  • 23 · Insurance

    total $5,445 · program services $3,509 · management and general $1,806 · fundraising $130

  • 24a · Other expenses: VOLUNTEER EXPENSES

    total $41,793 · program services $41,793

  • 24b · Other expenses: BANK CHARGES

    total $7,345 · management and general $7,345

  • 24c · Other expenses: VETERAN COMPUTER LAB

    total $3,174 · program services $3,174

  • 24d · Other expenses: EQUIPMENT RENTAL

    total $3,001 · fundraising $3,001

  • 24e · All other expenses

    total $5,873 · program services $1,833 · management and general $1,254 · fundraising $2,786

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $199,858 · end of year $187,927

  • 2 · Savings and temporary cash investments

    beginning of year $1,845 · end of year $1,354

  • 3 · Pledges and grants receivable

    beginning of year $84,473

  • 9 · Prepaid expenses and deferred charges

    beginning of year $36,383 · end of year $17,413

  • 10a · Land, buildings and equipment: cost or other basis

    $119,004

  • 10b · Land, buildings and equipment: accumulated depreciation

    $63,142

  • 10c · Land, buildings and equipment, net

    beginning of year $131,449 · end of year $55,862

  • 11 · Investments: publicly traded securities

    beginning of year $366,682 · end of year $292,241

  • 12 · Investments: other securities

    beginning of year $42,659 · end of year $36,206

  • 15 · Other assets

    beginning of year $6,210 · end of year $164,235

  • 17 · Accounts payable and accrued expenses

    beginning of year $90,859 · end of year $21,029

  • 25 · Other liabilities

    beginning of year $6,970 · end of year $170,381

  • 27 · Net assets without donor restrictions

    beginning of year $771,730 · end of year $543,828

  • 28 · Net assets with donor restrictions

    end of year $20,000

Mission and programs · 2022

Mission

THE DALE K. GRAHAM VETERANS FOUNDATION EXISTS TO LIVE OUT ITS MISSION OF SERVING MILITARY VETERANS AND THEIR FAMILIES BY SHARING ITS COLLECTIVE KNOWLEDGE AND EXPERIENCE TO HELP WITH THE VETERANS ADMINISTRATION CLAIMS PROCESS. WE MAKE THIS POSSIBLE THROUGH OUR DIFFERENT PROGRAMS THAT UPLIFT VETERAN FAMILIES AND PROVIDE THEM WITH THE BENEFITS AND RESOURCES THEY DESERVE.

Activities or mission (Part I)

TO SHARE OUR COLLECTIVE KNOWLEDGE AND EXPERIENCE TO HELP MILITARY VETERANS AND THEIR FAMILIES WITH THE VA CLAIMS PROCESS, AND NEVER CHARGE THE VETERANS FOR OUR HELP ACCESSING THE BENEFITS THEY HAVE EARNED.

  • THE DALE K. GRAHAM VETERANS FOUNDATION'S CLAIM ASSISTANCE PROGRAM WALKS VETERANS AND THEIR FAMILIES THROUGH EVERY STEP OF THE VA DISABILITY CLAIMS PROCESS FROM START TO FINISH. BEGINNING IN OUR COMPUTER LAB OR ON OUR WEBSITE TO SIGN NECESSARY FORMS TO WORKING SIDE-BY-SIDE WITH ONE OF OUR HIGHLY EXPERIENCED TEAM MEMBERS TO REVIEW EVIDENCE AND FILE YOUR CLAIM, YOU AND YOUR FAMILY WILL BE TAKEN CARE OF EVERY STEP OF THE WAY. IN 2022 THER FOUNDATION ASSISTED 4181 INDIVIDUAL VETERANS ACROSS 5689 APPOINTMENTS WITH CLAIMS AND APPEALS.

    Expenses $697,702 · Grants $714

  • EMERGENCY AID PROGRAM THE DALE K. GRAHAM VETERANS FOUNDATION'S EMERGENCY AID PROGRAM PROVIDES VETERANS AND THEIR FAMILIES WITH REFERRALS AND RESOURCES FOR FOOD, HOUSING, IMMEDIATE MENTAL HEALTH HELP, EMPLOYMENT, AND OTHER CRITICAL NEEDS. THE PROGRAM OFFERS MEDICAL VOUCHERS FOR VETERANS DISPLAYING FINANCIAL NEED TO ATTEND DIAGNOSTIC MEDICAL APPOINTMENTS, EMERGENCY RENT AND UTILITY ASSISTANCE, AND MEDICAL EQUIPMENT.

    Expenses $179,123 · Grants $179,123

  • MEDICAL TRANSPORTATION PROGRAM THE FOUNDATION'S CLAIM MEDICAL TRANSPORTATION PROGRAM PROVIDES VETERANS AND THEIR FAMILIES WITH TRANSPORTATION TO AND FROM OUR FACILITY, AS WELL AS TRANSPORTATION TO DOCTOR'S AND MEDICAL TESTING APPOINTMENTS ACROSS OKLAHOMA FREE OF CHARGE.

    Expenses $27,825

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jon Foti

    CEO

    Total calculated
    $86,062
    From this org
    $84,904
    From related orgs
    $0
    Other
    $1,158
    Hours/week
    40

  • Justin Covey

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Charles B Debellevue

    DIRECTOR

    Total calculated
    $0

  • Standley Evans

    DIRECTOR

    Total calculated
    $0

  • Walter Emery Fountain

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Joel Martin

    SECRETARY

    Total calculated
    $0

  • Annette Murphy

    DIRECTOR

    Total calculated
    $0

  • Les Nunn

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Chris Rau

    DIRECTOR

    Total calculated
    $0

  • Ben Robinson

    DIRECTOR

    Total calculated
    $0

  • Jessica Sifuentes

    DIRECTOR

    Total calculated
    $0

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
5 March 2025
IRS schema version
2022v5.0
Source object
202520779349301722

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