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← THE CONGRESSIONAL MEDAL OF HONOR SOCIETY OF THE UNITED STATES OF

Form 990 for tax year 2022

Filed by THE CONGRESSIONAL MEDAL OF HONOR SOCIETY OF THE UNITED STATES OF.

Totals

Total revenue
$3,686,015
Total expenses
$3,471,139
Contributions and grants received
$3,633,292
Grants paid
$29,518
Program service revenue
$0
Investment income
$19,819
Other revenue
$32,904
Total assets, end of year
$5,705,051
Total liabilities, end of year
$246,265
Net assets or fund balances, end of year
$5,458,786
Program services expenses (Part IX)
$3,026,941
Management and general expenses
$432,905
Fundraising expenses
$11,293
Program service expenses (Part III)
$3,026,941

Program services were 87.2% 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.

  • 1e · Government grants (contributions)

    $133,000

  • 1f · All other contributions, gifts and grants

    $3,500,292

  • 1g · Noncash contributions included above

    $25,000

  • 3 · Investment income

    total $19,819 · excluded $19,819

  • 8a · Fundraising events: gross income

    $1,050

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $1,050 · excluded $1,050

  • 11a · Other revenue: MISCELLANOUS INCOME

    total $31,854 · related or exempt $31,854

  • 11e · Other revenue, total

    $31,854

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $29,518 · program services $29,518

  • 5 · Compensation of officers, directors and key employees

    total $187,891 · program services $162,866 · management and general $23,319 · fundraising $1,706

  • 7 · Other salaries and wages

    total $847,061 · program services $734,242 · management and general $105,130 · fundraising $7,689

  • 9 · Other employee benefits

    total $131,323 · program services $113,832 · management and general $16,299 · fundraising $1,192

  • 10 · Payroll taxes

    total $77,816 · program services $67,452 · management and general $9,658 · fundraising $706

  • 11g · Fees: other

    total $459,094 · program services $214,872 · management and general $244,222

  • 13 · Office expenses

    total $11,256 · program services $5,628 · management and general $5,628

  • 16 · Occupancy

    total $22,278 · program services $21,164 · management and general $1,114

  • 17 · Travel

    total $372,648 · program services $372,648

  • 22 · Depreciation, depletion and amortization

    total $84,205 · program services $63,154 · management and general $21,051

  • 23 · Insurance

    total $9,625 · program services $9,625

  • 24a · Other expenses: EVENTS

    total $579,312 · program services $579,312

  • 24b · Other expenses: PROGRAM EXPENSES

    total $252,509 · program services $252,509

  • 24c · Other expenses: TRAININGS

    total $239,331 · program services $239,331

  • 24d · Other expenses: MISCELLANEOUS

    total $56,265 · program services $56,265

  • 24e · All other expenses

    total $111,007 · program services $104,523 · management and general $6,484

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,826,221 · end of year $2,027,061

  • 2 · Savings and temporary cash investments

    beginning of year $305,268 · end of year $305,329

  • 3 · Pledges and grants receivable

    beginning of year $42,918 · end of year $143,637

  • 9 · Prepaid expenses and deferred charges

    beginning of year $80,845 · end of year $79,858

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

    $1,345,994

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

    $1,067,396

  • 10c · Land, buildings and equipment, net

    beginning of year $244,208 · end of year $278,598

  • 11 · Investments: publicly traded securities

    beginning of year $2,785,366 · end of year $2,804,743

  • 14 · Intangible assets

    beginning of year $83,761 · end of year $65,825

  • 17 · Accounts payable and accrued expenses

    beginning of year $114,793 · end of year $141,194

  • 19 · Deferred revenue

    beginning of year $0 · end of year $101,455

  • 25 · Other liabilities

    beginning of year $9,529 · end of year $3,616

  • 27 · Net assets without donor restrictions

    beginning of year $3,897,025 · end of year $4,244,481

  • 28 · Net assets with donor restrictions

    beginning of year $1,347,240 · end of year $1,214,305

Mission and programs · 2022

Mission

SEE SCHEDULE O.

Activities or mission (Part I)

TO FORM A BOND AMONG HOLDERS OF THE MEDAL OF HONOR, PROTECT AND PRESERVE THE DIGNITY, HONOR AND NAME OF THE MEDAL, AND PROVIDE AID TO WIDOWS AND CHILDREN.

  • EDUCATION ASSISTANCE: THE SOCIETY IS COMMITTED TO RENDERING FINANCIAL ASSISTANCE TO THE CHILDREN OF MEDAL OF HONOR RECIPIENTS PURSUING A COURSE OF EDUCATION OR TRAINING AT A TRADE OR TECHNICAL SCHOOL OR A JUNIOR COLLEGE, COLLEGE, OR UNIVERSITY AT THE UNDERGRADUATE OR GRADUATE LEVEL. THROUGH THIS FINANCIAL ASSISTANCE, WE ARE ABLE TO HELP PROVIDE A RESOURCE THAT WILL FACILITATE THE DEVELOPMENT OF INDIVIDUAL STRENGTHS AND LEADERSHIP STYLES, DEVELOPMENT OF ETHICS, VALUES AND ETHICAL REASONING. IT PROMOTES AWARENESS, UNDERSTANDING, AND TOLERANCE OF OTHER PEOPLE, CULTURES AND SOCIETIES. IT EMPHASIZES SELF-REFLECTION AND PROCESSING OF LEARNING BOTH INDIVIDUALLY AND COOPERATIVELY. STUDENTS EXPERIENCE TEAMWORK, NETWORKING WITH PEERS, AND BUILD SIGNIFICANT RELATIONSHIPS WITH MENTORS, POSITIVE ROLE MODELS, AND OTHER NURTURING ADULTS.

    Expenses $238,800 · Grants $29,518

  • MEDAL OF HONOR MUSEUM: LOCATED ON THE HANGAR DECK OF THE USS YORKTOWN, PATRIOTS POINT NAVAL AND MARITIME MUSEUM, MT. PLEASANT, SC, THE NATIONAL MEDAL OF HONOR MUSEUM DETAILS THE DIFFERENT ERAS OF THE MEDAL OF HONOR HISTORY, FROM THE CIVIL WAR TO THE CURRENT WAR ON TERRORISM. THE MUSEUM IS DESIGNED TO BE EXPERIENCED, TO BE THOUGHT PROVOKING, EDUCATIONAL AND MEMORABLE. IT IS OUR HOPE THAT VISITORS WILL FIND A NEW RESPECT FOR THE VALOR OF ALL WHO HAVE ANSWERED THE CALL TO DEFEND OUR COUNTRY'S FREEDOM AND TO BE INSPIRED BY THOSE WHO HAVE PERFORMED "ABOVE AND BEYOND THE CALL OF DUTY." EXHIBITS INCLUDE MEMORABILIA AND ARTIFACTS RELATING TO MEDAL OF HONOR RECIPIENTS. IN ADDITION TO THE PERMANENT EXHIBIT, ROTATING AND INTERACTIVE DISPLAYS WILL FOCUS ON RELATED AREAS OF INTEREST.

    Expenses $2,035,384

  • CHARACTER DEVELOPMENT PROGRAM: THE MEDAL OF HONOR CHARACTER DEVELOPMENT PROGRAM TEACHES COURAGE, COMMITMENT, INTEGRITY, SACRIFICE, CITIZENSHIP, AND PATRIOTISM TO STUDENTS THROUGH LESSONS GROUNDED IN CROSS-CURRICULAR ACADEMICS AND DEVELOPED BY TEACHERS FOR TEACHERS. BASED ON THE NON-FICTION STORIES OF MEDAL OF HONOR RECIPIENTS AND CITIZEN HONORS AWARDEES, THE LESSONS ARE APPROPRIATE IN ALL SCHOOL AND HOMESCHOOL SETTINGS AS WELL AS EXTRA-CURRICULAR ACTIVITIES. BOTH THE MIDDLE/HIGH SCHOOL AND ELEMENTARY SCHOOL MATERIALS AND AN ABUNDANCE OF SUPPORTING RESOURCES ARE AVAILABLE ONLINE AND FREE OF CHARGE, FOR ANYONE WHO WISHES TO USE THEM.

    Expenses $752,757

  • HEALTHCARE AND ADVOCACY PROGRAM: CUSTOMIZES HEALTH, MEDICAL, AND OTHER WELLNESS PROGRAMS FOR RECIPIENTS AND THEIR FAMILIES.

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

Listed in Part VII

  • Harold A Fritz

    THIRD REGIONAL VICE PRESID

    Total calculated
    $0
    Hours/week
    1

  • William D Swenson

    FOURTH REGIONAL VICE PRESI

    Total calculated
    $0
    Hours/week
    1

  • Michael E Thornton

    SECOND REGIONAL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew O Williams

    FIRST REGIONAL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leroy A Petry

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Drew D Dix

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • James C McCloughan

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Ryan M Pitts

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Kyle J White

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • John Falkenbury

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $194,079
    From this org
    $187,891
    From related orgs
    $0
    Other
    $6,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,891
    Bonus
    $0
    Other
    $0
    Deferred
    $5,348
    Nontaxable benefits
    $840
    Filer's total
    $194,079

  • Margaret J Barnes

    EXECUTIVE DIR. OF HEALTHCARE

    Total calculated
    $117,443
    From this org
    $113,265
    From related orgs
    $0
    Other
    $4,178
    Hours/week
    40

  • Kathleen Blomquist

    EXECUTIVE DIR. OF COMMUNICATIONS

    Total calculated
    $111,970
    From this org
    $107,060
    From related orgs
    $0
    Other
    $4,910
    Hours/week
    40

  • Victoria Kueck

    EXECUTIVE DIR. OF OPERATIONS

    Total calculated
    $114,619
    From this org
    $111,700
    From related orgs
    $0
    Other
    $2,919
    Hours/week
    40

  • Catherine Metcalf

    EXECUTIVE DIR. OF EDUCATION

    Total calculated
    $108,472
    From this org
    $105,371
    From related orgs
    $0
    Other
    $3,101
    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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
THE CONGRESSIONAL MEDAL OF HONOR SOCIETY OF THE UNITED STATES OF AMERICA PROVIDES ALL RECIPIENTS AND THIER SPOUSE/CAREGIVER FIRST CLASS AIR TRAVEL DUE TO AGE AND PHYSICAL LIMITATIONS.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
24 August 2023
IRS schema version
2022v5.0
Source object
202322409349300627

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