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← INTREPID FALLEN HEROES FUND

Form 990 for tax year 2023

Filed by INTREPID FALLEN HEROES FUND.

Totals

Total revenue
$6,947,272
Total expenses
$1,131,570
Contributions and grants received
$6,754,150
Grants paid
$118,100
Program service revenue
$0
Investment income
$193,048
Other revenue
$74
Total assets, end of year
$18,791,375
Total liabilities, end of year
$948,166
Net assets or fund balances, end of year
$17,843,209
Program services expenses (Part IX)
$332,813
Management and general expenses
$486,871
Fundraising expenses
$311,886
Program service expenses (Part III)
$332,813

Program services were 29.4% 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

    $1,507

  • 1f · All other contributions, gifts and grants

    $6,752,643

  • 1g · Noncash contributions included above

    $158,087

  • 3 · Investment income

    total $196,540 · excluded $196,540

  • 5 · Royalties

    total $74 · excluded $74

  • 7a · Gross sales of assets other than inventory

    securities $154,595

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

    securities $158,087

  • 7c · Gain or loss

    securities -$3,492

  • 7d · Net gain or loss

    total -$3,492 · excluded -$3,492

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $108,100 · program services $108,100

  • 3 · Grants to foreign organizations and individuals

    total $10,000 · program services $10,000

  • 5 · Compensation of officers, directors and key employees

    total $326,388 · program services $108,078 · management and general $156,270 · fundraising $62,040

  • 7 · Other salaries and wages

    total $347,930 · program services $76,580 · management and general $173,368 · fundraising $97,982

  • 8 · Pension plan contributions

    total $3,421 · program services $1,250 · management and general $1,148 · fundraising $1,023

  • 9 · Other employee benefits

    total $38,166 · program services $11,555 · management and general $14,757 · fundraising $11,854

  • 10 · Payroll taxes

    total $46,414 · program services $12,802 · management and general $22,402 · fundraising $11,210

  • 11b · Fees: legal

    total $6,960 · management and general $6,960

  • 11c · Fees: accounting

    total $39,000 · management and general $39,000

  • 11g · Fees: other

    total $57,479 · management and general $16,168 · fundraising $41,311

  • 12 · Advertising and promotion

    total $57,996 · management and general $7,142 · fundraising $50,854

  • 13 · Office expenses

    total $42,490 · management and general $13,686 · fundraising $28,804

  • 17 · Travel

    total $2,340 · management and general $562 · fundraising $1,778

  • 23 · Insurance

    total $34,887 · management and general $34,887

  • 24a · Other expenses: REGULATORY FEES

    total $4,448 · program services $4,448

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $3,732 · fundraising $3,732

  • 24c · Other expenses: OTHER DIRECTING EXPENSE

    total $1,819 · management and general $521 · fundraising $1,298

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,072 · end of year $4,196

  • 2 · Savings and temporary cash investments

    beginning of year $9,921,492 · end of year $6,694,324

  • 3 · Pledges and grants receivable

    beginning of year $26,636 · end of year $51,836

  • 9 · Prepaid expenses and deferred charges

    beginning of year $119 · end of year $2,909

  • 15 · Other assets

    beginning of year $2,777,883 · end of year $12,038,110

  • 17 · Accounts payable and accrued expenses

    beginning of year $135,526 · end of year $135,897

  • 25 · Other liabilities

    beginning of year $558,832 · end of year $812,269

  • 27 · Net assets without donor restrictions

    beginning of year $10,183,397 · end of year $17,187,568

  • 28 · Net assets with donor restrictions

    beginning of year $1,850,447 · end of year $655,641

Mission and programs · 2023

Mission

THE INTREPID FALLEN HEROES FUND SERVES MILITARY PERSONNEL SUFFERING TRAUMATIC BRAIN INJURY AND POST-TRAUMATIC STRESS, AND OTHER SEVERE INJURIES.THE INTREPID FALLEN HEROES FUND SERVES MILITARY PERSONNEL SUFFERING TRAUMATIC BRAIN INJURY, POST-TRAUMATIC STRESS AND OTHER SEVERE INJURIES. WE HAVE BUILT A SERIES OF TWELVE ADVANCED TREATMENT CENTERS PROVIDING THE BEST POSSIBLE CARE, ENABLING THEM TO CONTINUE TO SERVE ON ACTIVE DUTY AND ENJOY A PRODUCTIVE LIFE. WE NOW PROVIDE ONGOING SUPPORT FOR THESE FACILITIES, INCLUDING UPGRADED EQUIPMENT, RESEARCH FUNDING, STAFFING AND PROGRAM SUPPORT.

Activities or mission (Part I)

THE INTREPID FALLEN HEROES FUND SUPPORTS THE MEN AND WOMEN OF THE ARMED FORCES AND THEIR FAMILIES.

  • INTREPID CENTERS ENDURING SUPPORT PROGRAM:THE INTREPID FALLEN HEROES FUND (IFHF) IS LEADING THE EFFORT TO SUPPORT SERVICE MEMBERS SUFFERING THE TERRIBLE EFFECTS OF TRAUMATIC BRAIN INJURY (TBI), POST-TRAUMATIC STRESS (PTS), AND OTHER SEVERE INJURIES, WHICH AFFLICT HUNDREDS OF THOUSANDS OF MILITARY PERSONNEL. OVER THE PAST 18 YEARS, IFHF HAS BUILT A SERIES OF 12 SPECIALLY-DESIGNED TREATMENT FACILITIES AT MILITARY BASES AROUND THE NATION, WITHIN WHICH SERVICE MEMBERS RECEIVE THE MOST ADVANCED AND PROVEN CARE TO ADDRESS THEIR INJURIES. THE GOAL OF TREATMENT IS RETURNING THESE MEN AND WOMEN TO THEIR REGULAR DUTIES IN THE ARMED FORCES AND ALLOWING THEM TO ENJOY A FULL AND PRODUCTIVE LIFE. WITH THE LAST OF THESE CENTERS OPENED IN 2024, IFHF TODAY IS PROVIDING ONGOING SUPPORT FOR THE TREATMENT OF THESE TROOPS IN FIVE MAJOR AREAS: 1) UPGRADING DIAGNOSTIC AND THERAPY EQUIPMENT TO THE LATEST AND MOST EFFECTIVE FACILITIES ARE AVAILABLE FOR PATIENT CARE, 2) ADDITIONAL CLINICAL STAFFING TO PROVIDE MORE AVENUES FOR TREATMENT, 3) RESEARCH TO EXPAND UNDERSTANDING OF THE EFFECTS OF AND BEST TREATMENTS FOR TBI AND PTS, 4) UPGRADES TO PHYSICAL SPACES TO ENHANCE THE ENVIRONMENT OF CARE, 5) SUPPORTING PROGRAMS TO FURTHER ALL ASPECTS OF CARE AND TREATMENT.

    Expenses $322,813 · Grants $108,100

  • OTHER PROGRAM SERVICES:IN NOVEMBER 2023, A $10,000 SUPPORT GRANT WAS GIVEN TO A BRITISH NON-PROFIT, WALKING WITH THE WOUNDED, WHICH TREATS AND ASSISTS BRITISH MILITARY PERSONNEL WHO HAVE SUFFERED SEVERE INJURIES IN THE WARS IN IRAQ AND AFGHANISTAN. THE INTREPID FALLEN HEROES FUND HAS A LONG HISTORY OF SUPPORTING BRITISH SERVICE MEMBERS, WHO WERE INCLUDED IN THE FUND'S ORIGINAL PROGRAM OF PROVIDING GRANTS TO FAMILIES OF MILITARY PERSONNEL WHO HAD BEEN KILLED WHILE SERVING IN UNIFORM.

    Expenses $10,000 · Grants $10,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DAVID A WINTERS-SEE SCHEDULE O

    PRESIDENT

    Total calculated
    $147,419
    From this org
    $133,325
    From related orgs
    $0
    Other
    $14,094
    Hours/week
    20 + 3 related

    Schedule J breakdown matched by us

    Base
    $133,325
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,094
    Filer's total
    $147,419

  • RICHARD T SANTULLI

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • DANIEL ASKEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES W CARRIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GENERAL RICHARD A CODY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN L EDELMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN D FINN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WINSTON FISHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • JOSEPH PERELLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON RAINEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY SICHENZIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EDYTA PIATEK

    FINANCE OFFICER

    Total calculated
    $132,236
    From this org
    $104,673
    From related orgs
    $0
    Other
    $27,563
    Hours/week
    40 + 2 related

  • LISA YACONIELLO-SEE SCHEDULE O

    VP/SECRETARY

    Total calculated
    $39,792
    From this org
    $37,252
    From related orgs
    $0
    Other
    $2,540
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $37,252
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,540
    Filer's total
    $39,792

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

  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
INDIVIDUALS REPORTED ON FORM 990, PART VII, SECTION A RECEIVED BOARD APPROVED DISCRETIONARY PERFORMANCE BONUS IN 2023. THE AMOUNT IS REPORTED ON FORM 990, PART VII IN COLUMN (D).
FORM 990, PART VII, LINE 5:
THE FOLLOWING INDIVIDUALS LISTED IN PART VII, SECTION A, SHARED COMPENSATION FROM AN UNRELATED ORGANIZATION FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION. THE COMPENSATION AMOUNTS BELOW INDICATE THE AMOUNT REPORTED IN PART VII, COLUMN D AND COLUMN F, WHICH REPRESENTS THE AMOUNT ALLOCATED TO THEM FOR THEIR SERVICES PERFORMED FOR THE FILING ORGANIZATION BY INTREPID MUSEUM FOUNDATION, INC., AN UNRELATED ORGANIZATION, AND REIMBURSED BY THE FILING ORGANIZATION TO INTREPID MUSEUM FOUNDATION. NAME: DAVID A. WINTERS TITLE: PRESIDENT COMPENSATION (INCLUDING NONTAXABLE BENEFITS): $147,419 PAID BY INTREPID MUSEUM FOUNDATION, INC. NAME: LISA YACONIELLO TITLE: VICE PRESIDENT/SECRETARY COMPENSATION (INCLUDING NONTAXABLE BENEFITS): $22,138 PAID BY INTREPID MUSEUM FOUNDATION, INC.

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

  • US DEPARTMENT OF DEFENSE (DOD)

    $0

    TO UPGRADE EQUIPMENT AT THE COMPLETED INTREPID SPIRIT CENTERS.

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.

  • INTREPID RELIEF FUND

    501(C)(3) · TO PROVIDE SUPPORT FOR PROGRAMS ASSISTING WOUNDED MILITARY PERSONNEL · NY

Provenance

Return type
form_990
Tax year
2023
Filed
19 December 2024
IRS schema version
2023v5.1
Source object
202413549349301456

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