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← CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION

Form 990 for tax year 2022

Filed by CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 2 October 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) 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.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$10,326,941
Total expenses
$8,730,889
Contributions and grants received
$11,079,079
Grants paid
$871,593
Program service revenue
$0
Investment income
$27,879
Other revenue
-$780,017
Total assets, end of year
$11,142,750
Total liabilities, end of year
$1,896,927
Net assets or fund balances, end of year
$9,245,823
Program services expenses (Part IX)
$6,664,437
Management and general expenses
$1,439,922
Fundraising expenses
$626,530
Program service expenses (Part III)
$6,664,437

Program services were 76.3% 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.

  • 1c · Fundraising events

    $1,267,957

  • 1f · All other contributions, gifts and grants

    $9,811,122

  • 1g · Noncash contributions included above

    $571,379

  • 3 · Investment income

    total $39,186 · related or exempt $0 · unrelated business $0 · excluded $39,186

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,054,197

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

    securities $1,065,504

  • 7c · Gain or loss

    securities -$11,307

  • 7d · Net gain or loss

    total -$11,307 · excluded -$11,307

  • 8a · Fundraising events: gross income

    $67,952

  • 8a · Fundraising events: contributions included on line 1c

    $1,267,957

  • 8b · Fundraising events: direct expenses

    $847,969

  • 8c · Net income from fundraising events

    total -$780,017 · excluded -$780,017

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $387,000 · program services $387,000

  • 2 · Grants to domestic individuals

    total $484,593 · program services $484,593

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $303,633 · program services $242,907 · management and general $30,363 · fundraising $30,363

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,084,330 · program services $1,703,438 · management and general $211,122 · fundraising $169,770

  • 8 · Pension plan contributions

    total $61,784 · program services $51,701 · management and general $5,006 · fundraising $5,077

  • 9 · Other employee benefits

    total $157,843 · program services $133,438 · management and general $11,193 · fundraising $13,212

  • 10 · Payroll taxes

    total $187,992 · program services $150,834 · management and general $21,650 · fundraising $15,508

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $4,019 · program services $3,264 · management and general $755

  • 11c · Fees: accounting

    total $237,459 · program services $2,650 · management and general $234,809

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $7,536 · management and general $7,536

  • 11g · Fees: other

    total $2,258,812 · program services $1,915,172 · management and general $89,440 · fundraising $254,200

  • 12 · Advertising and promotion

    total $1,052,187 · program services $872,458 · management and general $122,660 · fundraising $57,069

  • 13 · Office expenses

    total $426,391 · program services $166,795 · management and general $204,774 · fundraising $54,822

  • 14 · Information technology

    total $90,126 · program services $78,031 · management and general $12,095

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $463,411 · program services $163,946 · management and general $275,951 · fundraising $23,514

  • 17 · Travel

    total $191,203 · program services $98,214 · management and general $89,994 · fundraising $2,995

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $229,506 · program services $209,996 · management and general $19,510

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $28,213 · management and general $28,213

  • 23 · Insurance

    total $0

  • 24a · Other expenses: BAD DEBT

    total $72,659 · management and general $72,659

  • 24b · Other expenses: BANK FEES

    total $2,192 · management and general $2,192

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,283,150 · end of year $1,419,190

  • 2 · Savings and temporary cash investments

    beginning of year $1,971,325 · end of year $2,365,281

  • 3 · Pledges and grants receivable

    beginning of year $1,900,956 · end of year $4,496,834

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $102,889 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $602,052 · end of year $550,591

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

    $516,533

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

    $401,708

  • 10c · Land, buildings and equipment, net

    beginning of year $84,558 · end of year $114,825

  • 11 · Investments: publicly traded securities

    beginning of year $1,545,957 · end of year $1,193,142

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $57,114 · end of year $1,002,887

  • 17 · Accounts payable and accrued expenses

    beginning of year $600,052 · end of year $798,093

  • 18 · Grants payable

    beginning of year $0 · end of year $75,000

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $63,376 · end of year $1,023,834

  • 27 · Net assets without donor restrictions

    beginning of year $3,337,840 · end of year $1,370,619

  • 28 · Net assets with donor restrictions

    beginning of year $4,546,733 · end of year $7,875,204

Mission and programs · 2022

Mission

THE ELIZABETH DOLE FOUNDATION STRENGTHENS AND EMPOWERS AMERICAS MILITARY CAREGIVERS AND THEIR FAMILIES BY RAISING PUBLIC AWARENESS, DRIVING RESEARCH, CHAMPIONING POLICY, AND LEADING COLLABORATIONS THAT MAKE A SIGNIFICANT IMPACT ON THEIR LIVES.

Activities or mission (Part I)

SEE SCHEDULE O

  • HIDDEN HEROES - WITH THE LEADERSHIP OF HIDDEN HEROES CHAIR, TOM HANKS, AND THE SUPPORT OF OUR NATIONAL COALITION PARTNERS AND DONORS, THE FOUNDATION LAUNCHED THE HIDDEN HEROES CAMPAIGN IN THE FALL OF 2016 TO DRIVE AWARENESS TO CONTRIBUTIONS, CHALLENGES, AND NEEDS OF MILITARY CAREGIVERS AND THEIR FAMILIES. LAUNCH OF THE HIDDEN HEROES CAMPAIGN INCLUDED THE CREATION OF HIDDENHEROES.ORG, A FIRST-OF-ITS-KIND ONLINE DESTINATION FOR MILITARY CAREGIVERS TO ACCESS A DIRECTORY OF VETTED RESOURCES, CONNECT WITH A COMMUNITY OF THEIR PEERS, AND FIND AND SHARE CAREGIVER STORIES.

    Expenses $3,921,763 · Grants $397,685

  • CAMPAIGN FOR INCLUSIVE CARE- THE FOUNDATION PARTNERED WITH THE DEPARTMENT OF VETERAN AFFAIRS TO CREATE THE CAMPAIGN FOR INCLUSIVE CARE PROGRAM, A NATIONAL INITIATIVE TO INTEGRATE MILITARY AND VETERAN CAREGIVERS INTO THEIR VETERAN'S CARE TEAM FROM DAY ONE OF THE CARE PROCESS. RECENTLY, THE FOUNDATION BEGAN A CAREGIVER MENTAL WELLNESS PILOT PROGRAM, CREATING A MODULE WITHIN THE ACADEMY FOR INCLUSIVE CARE TO EQUIP HEALTHCARE PROVIDERS WITH THE SKILLS THEY NEED TO UNDERSTAND THE SIGNS OF MENTAL HEALTH DISTRESS.

    Expenses $908,958

  • CAREGIVER FELLOWS PROGRAM - THE CAREGIVER FELLOWS PROGRAM WAS CREATED TO ENGAGE ACTIVE MILITARY AND VETERAN CAREGIVERS DIRECTLY IN THE FOUNDATION'S INITIATIVES, PROVIDE INPUT FOR RESEARCH INITIATIVES, ALLOWING THEM AN OPPORTUNITY TO ADVISE OTHER FOUNDATION PROGRAMS AND TO PLAY A LEADING ROLE IN RAISING AWARENESS.

    Expenses $473,379 · Grants $20,190

  • RESEARCH AND INNOVATION

    Expenses $735,594

  • FINANCIAL WELLNESS

    Expenses $624,743 · Grants $453,718

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

Listed in Part VII

  • Steve Schwab

    CEO

    Total calculated
    $303,633
    From this org
    $283,951
    From related orgs
    $0
    Other
    $19,682
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,739
    Bonus
    $21,212
    Other
    $0
    Deferred
    $8,586
    Nontaxable benefits
    $11,096
    Filer's total
    $303,633

  • Rashi Venkatarama Romanoff

    VP, PROGRAMS & PARTNERSHIPS

    Total calculated
    $218,706
    From this org
    $211,416
    From related orgs
    $0
    Other
    $7,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,916
    Bonus
    $0
    Other
    $12,500
    Deferred
    $5,962
    Nontaxable benefits
    $1,328
    Filer's total
    $218,706

  • Pavel J Sullivan

    CHIEF OF STAFF

    Total calculated
    $151,403
    From this org
    $132,979
    From related orgs
    $0
    Other
    $18,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,979
    Bonus
    $0
    Other
    $0
    Deferred
    $4,100
    Nontaxable benefits
    $14,324
    Filer's total
    $151,403

  • Kirsten A Feyling

    SR DIR. OF DEVELOP & ENGAGEMNT

    Total calculated
    $149,468
    From this org
    $143,642
    From related orgs
    $0
    Other
    $5,826
    Hours/week
    40

  • Rachael Barrett

    VP STRATEGY AND IMPACT

    Total calculated
    $149,039
    From this org
    $124,730
    From related orgs
    $0
    Other
    $24,309
    Hours/week
    40

  • Neil Sumilas

    VP, OF OPERATIONS THRU 5/27/22

    Total calculated
    $115,282
    From this org
    $105,980
    From related orgs
    $0
    Other
    $9,302
    Hours/week
    40

  • Elizabeth Dole

    Founder and Chairman

    Total calculated
    $0
    Hours/week
    40

  • Sanford D Greenberg

    BOARD TREASURUER

    Total calculated
    $0
    Hours/week
    1

  • Stewart McLaurin

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Aristide Collins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Travis Dalton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • C Boyden Gray

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John D Kemp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joel Kobert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Phil Roe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Steel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

  • 4a · Severance or change-of-control payment

Answered no

  • 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)

SCHEDULE J, LINE 4A:
THE VICE PRESIDENT OF OPERATIONS RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $17,425 INCLUDED IN OTHER REPORTABLE COMPENSATION. TERMS AND CONDITIONS WERE CONSISTENT WITH INDUSTRY STANDARDS.

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

Provenance

Return type
form_990
Tax year
2022
Filed
30 November 2023
IRS schema version
2022v5.0
Source object
202323409349300217

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