Form 990 for tax year 2023
Filed by MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION INC.
Totals
- Total revenue
- $5,948,186
- Total expenses
- $4,145,643
- Contributions and grants received
- $6,520,347
- Grants paid
- $335,104
- Program service revenue
- $0
- Investment income
- $50,974
- Other revenue
- -$623,135
- Total assets, end of year
- $3,650,167
- Total liabilities, end of year
- $482,895
- Net assets or fund balances, end of year
- $3,167,272
- Program services expenses (Part IX)
- $860,852
- Management and general expenses
- $905,708
- Fundraising expenses
- $2,379,083
- Program service expenses (Part III)
- $860,852
Program services were 20.8% 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
$3,477
-
1f · All other contributions, gifts and grants
$6,516,870
-
1g · Noncash contributions included above
$4,788,291
-
3 · Investment income
total $50,974 · excluded $50,974
-
6a · Gross rents
real property $125,570
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $125,570
-
6d · Net rental income or loss
total $125,570 · excluded $125,570
-
8a · Fundraising events: gross income
$85,162
-
8b · Fundraising events: direct expenses
$41,088
-
8c · Net income from fundraising events
total $44,074 · excluded $44,074
-
10b · Cost of goods sold
$802,214
-
10c · Net income from sales of inventory
total -$802,214 · related or exempt -$802,214
-
11a · Other revenue: MISCELLANEOUS INCOME
total $9,435 · excluded $9,435
-
11e · Other revenue, total
$9,435
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $46,377 · program services $46,377
-
2 · Grants to domestic individuals
total $288,727 · program services $288,727
-
5 · Compensation of officers, directors and key employees
total $230,838 · program services $100,990 · management and general $88,497 · fundraising $41,351
-
7 · Other salaries and wages
total $727,582 · program services $312,902 · management and general $292,494 · fundraising $122,186
-
8 · Pension plan contributions
total $44,568 · program services $18,853 · management and general $18,407 · fundraising $7,308
-
9 · Other employee benefits
total $129,051 · program services $62,169 · management and general $35,444 · fundraising $31,438
-
10 · Payroll taxes
total $71,134 · program services $30,023 · management and general $29,426 · fundraising $11,685
-
11a · Fees: management
total $42,894 · management and general $42,894
-
11b · Fees: legal
total $78,503 · management and general $78,503
-
11c · Fees: accounting
total $18,294 · management and general $18,294
-
11e · Fees: professional fundraising services
total $1,285,922 · fundraising $1,285,922
-
11g · Fees: other
total $135,931 · management and general $14,972 · fundraising $120,959
-
12 · Advertising and promotion
total $446,791 · fundraising $446,791
-
13 · Office expenses
total $113,853 · management and general $66,821 · fundraising $47,032
-
14 · Information technology
total $139,772 · management and general $54,478 · fundraising $85,294
-
16 · Occupancy
total $183,297 · management and general $25,141 · fundraising $158,156
-
17 · Travel
total $92,224 · management and general $92,146 · fundraising $78
-
22 · Depreciation, depletion and amortization
total $45,748 · management and general $29,356 · fundraising $16,392
-
23 · Insurance
total $19,345 · management and general $18,835 · fundraising $510
-
24a · Other expenses: PUBLIC EDUCATION
total $3,981 · fundraising $3,981
-
24b · Other expenses: PTSD BOOKLET
total $811 · program services $811
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $937,481 · end of year $424,232
-
2 · Savings and temporary cash investments
end of year $2,266,273
-
4 · Accounts receivable
beginning of year $86,954 · end of year $186,495
-
8 · Inventories for sale or use
beginning of year $265,736 · end of year $303,047
-
9 · Prepaid expenses and deferred charges
beginning of year $66,183 · end of year $8,973
-
10a · Land, buildings and equipment: cost or other basis
$1,684,679
-
10b · Land, buildings and equipment: accumulated depreciation
$1,223,532
-
10c · Land, buildings and equipment, net
beginning of year $491,348 · end of year $461,147
-
15 · Other assets
beginning of year $130,812 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $438,973 · end of year $393,095
-
18 · Grants payable
beginning of year $44,000 · end of year $89,800
-
25 · Other liabilities
beginning of year $130,812 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,364,729 · end of year $3,167,272
Mission and programs · 2023
Mission
THE MISSION OF THE PURPLE HEART FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE OF PURPLE HEART RECIPIENTS AND OTHER HONORABLY DISCHARGED VETERANS AND THEIR FAMILIES.
-
VETERAN SERVICE PROGRAM: VETERAN SERVICE PROGRAM PROVIDES FUNDING FOR JOBS, PROGRAMS, AND OTHER SERVICES TO VETERANS AND THEIR FAMILIES.
Expenses $525,748
-
VETERAN'S CRITICAL ASSISTANCE GRANT: TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO ELIGIBLE VETERANS AND THEIR FAMILIES.
Expenses $199,927 · Grants $199,927
-
VETERAN SERVICE GRANTS: VETERAN SERVICE GRANTS ARE GRANTS TO THE THREE STATE DEPARTMENTS OF NATIONAL AND ITS AUXILIARY TO ENABLE THEM TO PROVIDE SERVICES TO DISABLED AND NEEDY VETERANS.
Expenses $20,377 · Grants $20,377
-
ACADEMIC SCHOLARSHIPS, SERVICE DOGS, DISASTER RELIEF, THIRD PARTY GRANTS, PTSD BOOK AND PUBLIC EDUCATION.
Expenses $114,800 · Grants $114,800
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
James M BlaylockJAMES M BLAYLOCK
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Neil Van EssNEIL VAN ESS
SENIOR VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Bruce G McKentyBRUCE G MCKENTY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Anthony C KohlANTHONY C KOHL
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
John H AgenbroadJOHN H AGENBROAD
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Mary Lou KeenerMARY LOU KEENER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Sonya T BroadwaySONYA T BROADWAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Bill HuttonBILL HUTTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Kenny JohnsonKENNY JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Carl V Jones SrCARL V JONES SR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
James MitchellJAMES MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Peter PalandjianPETER PALANDJIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Kirsty PerezKIRSTY PEREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Jeff RoyJEFF ROY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Delbert E Dell TurnerDELBERT E DELL TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Brian WrubelBRIAN WRUBEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Stephen L RuckmanSTEPHEN L RUCKMAN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $230,839
- From this org
- $185,000
- From related orgs
- $0
- Other
- $45,839
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $185,000
- Bonus
- $0
- Other
- $0
- Deferred
- $11,100
- Nontaxable benefits
- $34,739
- Filer's total
- $230,839
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 · 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
-
LAMOPH (LADIES MOPH)
$20,377
VETERANS SERVICE, REHAB, WELFARE PROGRAMS
-
$15,000
SERVICE DOGS PLACEMENT PROGRAM
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
MOPHSF HOLDINGS LLC
HOLDINGS COMPANY · FL · income $0 · assets $203
Directly controlled by MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540669349300224
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