Totals
- Total revenue
- $9,117,569
- Total expenses
- $6,417,442
- Contributions and grants received
- $8,072,975
- Grants paid
- $3,587,429
- Program service revenue
- $0
- Investment income
- $1,036,498
- Other revenue
- $8,096
- Total assets, end of year
- $34,607,554
- Total liabilities, end of year
- $518,091
- Net assets or fund balances, end of year
- $34,089,463
- Program services expenses (Part IX)
- $5,062,835
- Management and general expenses
- $944,436
- Fundraising expenses
- $410,171
- Program service expenses (Part III)
- $5,062,835
Program services were 78.9% 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
$8,072,975
-
1g · Noncash contributions included above
$145,014
-
3 · Investment income
total $282,519 · excluded $282,519
-
7a · Gross sales of assets other than inventory
securities $24,199,112
-
7b · Less cost or other basis and sales expenses
securities $23,444,581 · other assets $552
-
7c · Gain or loss
securities $754,531 · other assets -$552
-
7d · Net gain or loss
total $753,979 · related or exempt -$552 · excluded $754,531
-
11a · Other revenue: OTHER INCOME
total $8,096 · related or exempt $8,096
-
11e · Other revenue, total
$8,096
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $3,587,429 · program services $3,587,429
-
5 · Compensation of officers, directors and key employees
total $530,000 · program services $265,000 · management and general $254,400 · fundraising $10,600
-
7 · Other salaries and wages
total $144,314 · program services $72,157 · management and general $69,271 · fundraising $2,886
-
8 · Pension plan contributions
total $151,888 · program services $75,944 · management and general $72,906 · fundraising $3,038
-
9 · Other employee benefits
total $98,239 · program services $49,119 · management and general $47,155 · fundraising $1,965
-
10 · Payroll taxes
total $380,381 · program services $190,190 · management and general $182,583 · fundraising $7,608
-
11b · Fees: legal
total $11,549 · program services $3,000 · management and general $8,549
-
11c · Fees: accounting
total $24,000 · management and general $24,000
-
11f · Fees: investment management
total $31,867 · management and general $31,867
-
11g · Fees: other
total $463,577 · program services $389,931 · management and general $71,815 · fundraising $1,831
-
13 · Office expenses
total $54,192 · program services $11,328 · management and general $35,637 · fundraising $7,227
-
14 · Information technology
total $70,984 · program services $27,416 · management and general $25,437 · fundraising $18,131
-
16 · Occupancy
total $37,039 · management and general $37,039
-
17 · Travel
total $504,958 · program services $131,115 · management and general $48,872 · fundraising $324,971
-
22 · Depreciation, depletion and amortization
total $6,506 · management and general $6,506
-
23 · Insurance
total $3,261 · management and general $3,261
-
24a · Other expenses: MEDICAL SERVICES
total $110,001 · program services $110,001
-
24b · Other expenses: GENERAL EXPENSES
total $88,366 · program services $88,366
-
24c · Other expenses: TUITION
total $53,604 · program services $53,604
-
24d · Other expenses: PRINTING AND POSTAGE
total $41,313 · program services $7,800 · management and general $20,399 · fundraising $13,114
-
24e · All other expenses
total $23,974 · program services $435 · management and general $4,739 · fundraising $18,800
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,068,569 · end of year $5,922,505
-
2 · Savings and temporary cash investments
beginning of year $3,002,022 · end of year $6,490,651
-
3 · Pledges and grants receivable
beginning of year $8,785,713 · end of year $5,899,697
-
8 · Inventories for sale or use
end of year $20,500
-
9 · Prepaid expenses and deferred charges
beginning of year $121,626 · end of year $33,132
-
10a · Land, buildings and equipment: cost or other basis
$38,046
-
10b · Land, buildings and equipment: accumulated depreciation
$18,998
-
10c · Land, buildings and equipment, net
beginning of year $20,509 · end of year $19,048
-
11 · Investments: publicly traded securities
beginning of year $8,928,907 · end of year $16,214,270
-
12 · Investments: other securities
beginning of year $249,608
-
15 · Other assets
beginning of year $7,751 · end of year $7,751
-
17 · Accounts payable and accrued expenses
beginning of year $472,928 · end of year $518,091
-
27 · Net assets without donor restrictions
beginning of year $23,203,229 · end of year $26,212,979
-
28 · Net assets with donor restrictions
beginning of year $7,508,548 · end of year $7,876,484
Mission and programs · 2023
Mission
THE PURPOSE OF THE FOUNDATION IS TO PROVIDE SUPPORT TO THE FAMILIES OF GOVERNMENT EMPLOYEES WHO HAVE DIED OR BEEN SERIOUSLY INJURED IN THE SERVICE OF THEIR COUNTRY BUT WHOSE EMPLOYMENT STATUS PROHIBITS THEM FROM SEEKING ASSISTANCE FROM NORMAL GOVERNMENTAL SOURCES.
Activities or mission (Part I)
TO PROVIDE SUPPORT TO THE FAMILIES OF GOVERNMENT EMPLOYEES WHO HAVE DIED OR BEEN SERIOUSLY INJURED IN THE SERVICE OF THEIR COUNTRY BUT WHOSE EMPLOYMENT STATUS PROHIBITS THEM FROM SEEKING ASSISTANCE FROM NORMAL GOVERNMENTAL SOURCES.
-
MEDICAL PROGRAM: PROVIDE SUPPORT FOR PHYSICAL AND COGNITIVE HEALTH ASSESSMENT AND TREATMENT FOR OFFICERS AND THEIR FAMILIES, AS WELL AS FAMILY RESILIENCY RETREATS FOR FAMILIES OF DEPLOYING OFFICERS AND SURVIVORS OF FALLEN OFFICERS.
Expenses $3,803,864 · Grants $2,536,317
-
TRANSITION SUPPORT: PROVIDE SUPPORT TO OFFICERS AND THEIR FAMILY MEMBERS AS OFFICERS END THEIR CURRENT EMPLOYMENT. PROVIDES CONTINUED ACCESS TO THE MEDICAL AND FAMILY RESILIENCY & BEHAVIORAL HEALTH PROGRAMS. FACILITATES CONTACT WITH FINANCIAL ADVISORY ASSISTANCE, PROFESSIONAL COACHING, NETWORKING, AND CERTIFICATION PROGRAMS, AND PARTICIPATION IN LEGACY EVENTS.
Expenses $361,590
-
SURVIVORSHIP: PROVIDE IMMEDIATE FINANCIAL AND LOGISTICAL SUPPORT DURING THE REPATRIATION OF A FALLEN OPERATOR, ANNUAL CAMPS AND SUPPORT FOR SURVIVING CHILDREN, ACADEMIC SUPPORT AND COLLEGE PREPARATION SERVICE FOR CHILDREN, EMERGENCY HOME MAINTENANCE AND HOME SUPPORT, AND GRIEF AND FINANCIAL COUNSELING.
Expenses $897,381 · Grants $1,051,112
As filed on the 2023 return.
Listed in Part VII
-
Jay GoffmanJAY GOFFMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Brian CarbaughBRIAN CARBAUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Scott D KraseSCOTT D KRASE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
John PhelanJOHN PHELAN
CHAIRMAN/DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
John BurnhamJOHN BURNHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
John C WoodJOHN C WOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
R Scott SpellmeyerR SCOTT SPELLMEYER
VICE-CHAIRMAN/DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Stephanie Usry BellostriSTEPHANIE USRY BELLOSTRI
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Kevin HigginsKEVIN HIGGINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Karen SchaeferKAREN SCHAEFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Grant VerstandigGRANT VERSTANDIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Steven T CashenSTEVEN T CASHEN
CEO
- Total calculated
- $275,000
- From this org
- $275,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,000
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $275,000
-
Melissa AllenMELISSA ALLEN
PRESIDENT AND COO
- Total calculated
- $255,000
- From this org
- $255,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $255,000
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $255,000
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 · Written employment contract
- 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349300448
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