2022-01-27T07:46:32-06:00 2021-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-07-01 593184919 MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION INC MILI 7032566139 PO BOX 49 ANNANDALE VA 22003 NEIL VAN ESS TREASURER 7032566139 2022-01-27 1 NEIL VAN ESS 999009999 SARA SMITH P01332734 2022932200 2022-01-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PURPLE HEART FOUNDATION STEPHEN L RUCKMAN PO BOX 49 ANNANDALE VA 22003 21501797 0 X WWW.PURPLEHEARTFOUNDATION.ORG X 1957 FL THE MISSION OF THE PURPLE HEART FOUNDATION IS TO HOLISTICALLY ENHANCE THE QUALITY OF LIFE OF ALL VETERANS AND THEIR FAMILIES, PROVIDING THEM WITH DIRECT SERVICE AND FOSTERING AN ENVIRONMENT OF COMRADERY AND GOODWILL AMONG COMBAT WOUNDED VETERANS. 11 11 38 11 0 0 22199463 21202046 0 0 1559 2281 -2134414 -1240406 20066608 19963921 1053838 759027 0 0 1581912 1192258 12855449 13355138 15382680 4990210 2180517 20481409 17486940 -414801 2476981 2209929 2216381 3275164 804635 -1065235 1411746 X THE MISSION OF THE PURPLE HEART FOUNDATION IS TO HOLISTICALLY ENHANCE THE QUALITY OF LIFE OF ALL VETERANS AND THEIR FAMILIES, PROVIDING THEM WITH DIRECT SERVICE AND FOSTERING AN ENVIRONMENT OF COMRADERY AND GOODWILL AMONG COMBAT WOUNDED VETERANS. 1 0 609939 609939 VETERAN SERVICE GRANTS: VETERAN SERVICE GRANTS ARE GRANTS TO THE MILITARY ORDER OF THE PURPLE HEART OF THE UNITED STATES OF AMERICA, INC. (NATIONAL) AND ITS AFFILIATES, INCLUDING THREE STATE DEPARTMENTS OF NATIONAL AND ITS AUXILIARY TO ENABLE THEM TO PROVIDE SERVICES TO DISABLED AND NEEDY VETERANS. 468312 0 VETERAN SERVICE PROGRAM: VETERAN SERVICE PROGRAM PROVIDES FUNDING FOR JOBS, PROGRAMS, AND OTHER SERVICES TO VETERANS AND THEIR FAMILIES. 92250 92250 ACADEMIC SCHOLARSHIPS: TO ASSIST PURPLE HEART RECIPIENTS AND THEIR FAMILIES IN ACHIEVING THEIR EDUCATIONAL GOALS. 56838 56838 VETERAN'S CRITICAL ASSISTANCE GRANT: TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO ELIGIBLE VETERANS AND THEIR FAMILIES. 56838 56838 1227339 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 15 0 1 38 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WV WI WY WA X STEPHEN L RUCKMAN 7032566139 PO BOX 49 ANNANDALE VA 22003 MARY LOU KEENER CHAIRMAN OF THE BOARD 20.00 1.00 X X 0 0 0 JAMES M BLAYLOCK SENIOR VICE PRESIDENT 5.00 1.00 X X 0 0 0 BRUCE G MCKENTY VICE PRESIDENT 5.00 0.00 X X 0 0 0 NEIL VAN ESS TREASURER 5.00 0.00 X X 0 0 0 JAMES M SIMS SECRETARY (NOV. 2020) 5.00 1.00 X X 0 0 0 JOSEPH R HEMS DIRECTOR 5.00 0.00 X 0 0 0 JAMES MITCHELL DIRECTOR 5.00 0.00 X 0 0 0 KIRSTY PEREZ DIRECTOR 5.00 0.00 X 0 0 0 PETER PALANDJIAN DIRECTOR 5.00 0.00 X 0 0 0 JAMES RANDLES DIRECTOR 5.00 0.00 X 0 0 0 BRIAN WRUBEL DIRECTOR 5.00 0.00 X 0 0 0 STEPHEN L RUCKMAN CHIEF EXECUTIVE OFFICER 50.00 0.00 X 133269 0 36225 MARK MCCABE CHIEF OPERATING OFFICER 50.00 0.00 X 103761 0 19301 237030 0 55526 2 0 1 0 LATHROP GPM 80 SOUTH 8TH STREET MINNEAPOLIS MN 55402 LEGAL 310284 PARAGON STRATEGIC INSIGHTS 733 3RD AVENUE 15TH FL NEW YORK NY 10017 CONSULTANT 225000 ALIGNED TECHNOLOGY SOLUTIONS 1602 BELLE VIEW BLVD SUITE 250 ALEXANDRIA VA 22307 IT SERVICE PROVIDER 143874 3 6231 294000 20901815 20168831 21202046 2281 2281 95990 0 95990 95990 95990 63754 52233 11521 11521 1485643 -1485643 -1485643 MISCELLANEOUS INCOME 900099 105266 105266 GRANTS WRITE-OFF 900099 32460 32460 137726 19963921 -1485643 0 247518 609939 609939 149088 149088 169924 66754 63539 39631 757129 297710 285215 174204 39694 17485 15862 6347 150855 57002 53378 40475 74656 26784 27661 20211 97608 97608 73031 69757 3274 13355138 13355138 192773 40057 152716 1193228 1193228 214328 66916 147412 129616 47939 81677 168501 19186 149315 11311 11176 135 51136 36407 14729 46408 42220 4188 PTSD BOOKLET 2577 2577 17486940 1227339 876921 15382680 481525 917675 559535 290422 466358 378544 45873 51050 1665662 1086972 656638 578690 2209929 2216381 2328011 362927 653153 148270 294000 293438 3275164 804635 X -1065235 1411746 -1065235 1411746 2209929 2216381 2476981 0 X X 0 1 X 1 0 X 30850472 28881192 30878465 22199463 21177165 133986757 30850472 28881192 30878465 22199463 21177165 133986757 133986757 387632 214659 3102 1559 123152 730104 323978 2172 191678 137726 655554 135372415 306173 0.98980 0.98840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON 1119901 598357 521544 48938 23945 24993 496823 464670 32153 578690 20004194 20500 52233 72733 19931461 32460 32460 19963921 17527213 20500 52233 72733 17454480 32460 32460 17486940 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES ON PART VIII 52,233. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS WRITE-OFF ON PART VIII 32,460. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES ON PART VIII 52,233. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS WRITE-OFF ON PART VIII 32,460. X X X X X 1 GREENDROP 4136 BLACHE ROAD BENSALEM PA 19020 THRIFT CAMPAIGN 1 15326620 13027352 2299268 CARS INC 4669 MURPHY CANYON ROAD SUITE 105 SAN DIEGO CA 92123 CAR CAMPAIGN 1 4102025 661908 3440117 THE PRODUCTION MANAGEMENT GROUP INC 7160 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 DIRECT MAIL CONSULTING 0 483258 175657 307601 AMERICAN HERITAGE REALTRY 3008 N MEMORIAL PARKWAY HUNTSVILLE AL 35810 THRIFT CAMPAIGN 1 409758 221615 188143 LAKES MANAGEMENT 5425 NAIMAN PARKWAY SOLON OH 44139 THRIFT CAMPAIGN 1 153410 128137 25273 NORTHERN LAKES 5380 S 13TH STREET MILWAUKEE WI 53221 THRIFT CAMPAIGN 1 119083 46598 72485 LAKES MARKETING 5425 NAIMAN PARKWAY SOLON OH 44139 THRIFT CAMPAIGN 1 57936 31904 26032 PARAGON STRATEGIC INSIGHTS 310 E 65TH STREET 1F NEW YORK NY 10065 DIRECT MAIL CONSULTING 0 0 132000 0 20652090 14425171 6358919 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC PURPLE HEART OPEN 2021 - GOLF 39673 39673 585 5439 10542 12327 10140 VIRTUAL AUCTION 24081 24081 13200 63754 63754 585 5439 10542 12327 23340 52233 11521 SCHEDULE G, PART I OTHER COSTS THE CONTRACT WITH EACH PROFESSIONAL FUNDRAISER PROVIDES FOR A SPECIFIC MONTHLY RETAINER FEE. ALL OTHER COSTS OF FUNDRAISING ARE CONSIDERED REIMBURSEMENTS BY THE SERVICE FOUNDATION TO EACH PROFESSIONAL FUNDRAISER. 1 MOPH OF THE USA INC 5413-B BACKLICK ROAD SPRINGFIELD VA 22151 590829647 501(C)(19) 61932 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF MICHIGAN 2066 SOUTH WAYNE ROAD WESTLAND MI 48185 386079438 501(C)(19) 12636 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF PENNSYLVANIA 786 HARTLEY STREET BEDFORD PA 15522 246412875 501(C)(19) 438531 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH AUXILIARY 1219 W SUNSET AVENUE WAUKESEA WI 53189 841647360 501(C)(19) 60597 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF WISCONSIN 335 BUTTER NUT AVENUE WAUSAUKEE WI 54177 237395256 501 (C) (19) 36243 VETERANS SERVICE, REHAB, WELFARE PROGRAMS 0 5 SCHOLARSHIPS 100 92250 VETERANS CRITICAL ASSISTANCE PROGRAM 100 56838 PART I, LINE 2: DOCUMENTATION OF GRANT EXPENDITURES IN THE FORM OF MACHINE GENERATED RECEIPTS IS REQUIRED. RECEIPTS ARE REVIEWED FOR COMPLIANCE WITH THE TERMS OF THE GRANT AND ARE RECORDED IN A LEDGER. FAILURE TO FULLY DOCUMENT EXPENDITURES DISQUALIFIES A GRANTEE FROM RECEIVING FUTURE GRANTS. SCHEDULE I, PART II THE AMOUNT DISCLOSED ON PART II AS BEING GRANTED TO MOPH OF THE USA REPRESENTS BOTH AMOUNTS RELATING TO FY2021 PAYMENTS ($10,000) AND TO FY2017 PAYMENTS ADJUSTED DURING FY2021 ($51,932). X X X 0 0 0 0 0 0 0 0 0 STEPHEN L RUCKMAN CHIEF EXECUTIVE OFFICER 133269 0 0 0 0 0 7996 0 28660 0 169925 0 0 0 X 16066806 COST/SELLING PRICE X 4439 4102025 COST/SELLING PRICE 0 0 0 1 PART I, LINE 32B: MOPHSF USES A THIRD PARTY TO SELL THE DONATED CARS. VEHICLES ARE EITHER SOLD AT AUCTION OR SENT TO A SCRAPPER IF THEY ARE AT OR NEAR THE END OF THEIR USEFUL LIFE. FORM 990, PART III, LINE 2 VETERAN'S CRITICAL ASSISTANCE GRANT: TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO ELIGIBLE VETERANS AND THEIR FAMILIES. ACADEMIC SCHOLARSHIPS: TO ASSIST PURPLE HEART RECIPIENTS AND THEIR FAMILIES IN ACHIEVING THEIR EDUCATIONAL GOALS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ARE AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM, THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY, AND ALL DIRECTORS' SUBMISSIONS ARE REVIEWED AT THE NEXT BOD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION CREATED A COMMITTEE TO ESTABLISH AND REVIEW EXECUTIVE SALARIES. THE COMMITTEE FOLLOWS THE FOUNDATION'S WRITTEN COMPENSATION POLICIES AND GATHERS INPUT FROM OUTSIDE SOURCES SUCH AS COMPENSATION REVIEWS. FINALLY, THE BOD APPROVES ANY ADJUSTMENTS TO EXECUTIVE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND OTHER DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE MOPHSF AUDIT COMMITTEE SELECTS THE AUDITORS AND REGULARLY MONITORS THE AUDIT PROCESS THROUGH TELECONFERENCES AND FACE-TO-FACE MEETINGS. AT THE CONCLUSION OF THE AUDIT, THE AUDIT COMMITTEE CHAIR MEETS WITH THE AUDITOR FOR A FULL BRIEFING ON THE AUDIT PROCESS AND THE AUDIT REPORTS. MOPHSF HOLDINGS LLC 7008 LITTLE RIVER TURNPIKE SUITE D ANNANDALE VA 22003 821557185 HOLDINGS COMPANY FL 0 318 MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION