2022-12-05T08:13:09-06:00 2022-06-30 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2021-07-01 593184919 MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION INC MILI 7032566139 PO BOX 49 ANNANDALE VA 22003 NEIL VAN ESS TREASURER 7032566139 2022-12-02 1 NEIL VAN ESS 999009999 ELIZABETH W HELLER P00397829 2022932200 2022-12-02 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z PURPLE HEART FOUNDATION STEPHEN L RUCKMAN PO BOX 49 ANNANDALE VA 22003 22300182 0 X WWW.PURPLEHEARTFOUNDATION.ORG X 1957 FL THE MISSION OF THE PURPLE HEART FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE OF PURPLE HEART RECIPIENTS AND OTHER HONORABLY DISCHARGED VETERANS AND THEIR FAMILIES. 13 13 17 15 0 0 21202046 22098362 0 0 2281 6839 -1240406 -1427551 19963921 20677650 759027 848952 0 0 1192258 1398353 13355138 14505345 18312940 2180517 4166634 17486940 20919284 2476981 -241634 2216381 2548586 804635 1378474 1411746 1170112 X THE MISSION OF THE PURPLE HEART FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE OF PURPLE HEART RECIPIENTS AND OTHER HONORABLY DISCHARGED VETERANS AND THEIR FAMILIES. 0 0 521091 521091 VETERAN SERVICE GRANTS: VETERAN SERVICE GRANTS ARE GRANTS TO THE THREE STATE DEPARTMENTS OF NATIONAL AND ITS AUXILIARY TO ENABLE THEM TO PROVIDE SERVICES TO DISABLED AND NEEDY VETERANS. 520852 0 VETERAN SERVICE PROGRAM: VETERAN SERVICE PROGRAM PROVIDES FUNDING FOR JOBS, PROGRAMS, AND OTHER SERVICES TO VETERANS AND THEIR FAMILIES. 147861 147861 VETERAN'S CRITICAL ASSISTANCE GRANT: TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO ELIGIBLE VETERANS AND THEIR FAMILIES. 88500 88500 ACADEMIC SCHOLARSHIPS: TO ASSIST PURPLE HEART RECIPIENTS AND THEIR FAMILIES IN ACHIEVING THEIR EDUCATIONAL GOALS. 160042 91500 OTHER PROGRAM SERVICES: SERVICE DOGS, DISASTER RELIEF, THIRD PARTY GRANTS, PTSD BOOK AND PUBLIC EDUCATION 248542 180000 1438346 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 13 0 1 17 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 13 13 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 JAMES M SIMS CHAIRMAN (AS OF 11/2021) 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 JOHN H AGENBROAD SECRETARY (AS OF 11/2021) 5.00 0.00 X 0 0 0 NEIL VAN ESS TREASURER 5.00 0.00 X X 0 0 0 MARY LOU KEENER DIRECTOR 5.00 1.00 X X 0 0 0 PETER PALANDJIAN DIRECTOR 5.00 0.00 X 0 0 0 KIRSTY PEREZ DIRECTOR 5.00 0.00 X 0 0 0 JAMES MITCHELL DIRECTOR 5.00 0.00 X 0 0 0 BRIAN WRUBEL DIRECTOR 5.00 0.00 X 0 0 0 CARL V JONES SR DIRECTOR (AS OF 11/2021) 5.00 0.00 X 0 0 0 DELBERT E DELL TURNER DIRECTOR (AS OF 11/2021) 5.00 0.00 X 0 0 0 JOSEPH R HEMS DIRECTOR (TO 10/2021) 5.00 0.00 X 0 0 0 JAMES RANDLES DIRECTOR (TO 2/2022) 5.00 0.00 X 0 0 0 ANTHONY C KOHL DIRECTOR (AS OF 11/2021) 5.00 0.00 X 0 0 0 STEPHEN L RUCKMAN CHIEF EXECUTIVE OFFICER 50.00 0.00 X 124424 0 36173 124424 0 36173 1 0 1 0 MONEY MAILER OF EASTERN DUPAGE 58 CHESTNUT AVENUE CLARENDON HILLS IL 60514 CO-OP AND DIGITAL ADVERTISING 327980 LATHROP GPM 80 SOUTH 8TH STREET MINNEAPOLIS MN 55402 LEGAL 156644 PARAGON STRATEGIC INSIGHTS 733 3RD AVENUE 15TH FL NEW YORK NY 10017 CONSULTANT 132000 ALIGNED TECHNOLOGY SOLUTIONS 1602 BELLE VIEW BLVD SUITE 250 ALEXANDRIA VA 22307 IT SERVICE PROVIDER 104068 4 3458 293438 21801466 20620648 22098362 6839 6839 112203 0 112203 112203 112203 62397 48917 13480 13480 1573615 -1573615 -1573615 MISCELLANEOUS INCOME 900099 20381 20381 20381 20677650 -1573615 0 152903 612591 612591 236361 236361 161055 60318 65565 35172 955931 354507 400005 201419 50253 20930 22202 7121 143502 54447 50197 38858 87612 30650 33574 23388 145535 145535 77701 71997 5704 14505345 14505345 238005 55220 182785 2920889 2920889 188843 67363 121480 153017 50994 102023 170219 20817 149402 111505 110313 1192 47552 33747 13805 44826 40469 4357 PUBLIC EDUCATION 66750 66750 PTSD BOOKLET 1792 1792 20919284 1438346 1167998 18312940 917675 1438991 290422 127652 378544 387029 51050 60306 1669132 1134524 578690 534608 2216381 2548586 362927 936650 148270 432451 0 9373 293438 0 804635 1378474 X 1411746 1170112 1411746 1170112 2216381 2548586 -241634 0 X X 0 1 X 1 0 X 28881192 30878465 22199463 21177165 22098362 125234647 28881192 30878465 22199463 21177165 22098362 125234647 125234647 214659 3102 1559 123152 119042 461514 323978 2172 191678 137726 20381 675935 126372096 292982 0.99100 0.98980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON 1119901 630852 489049 48938 31529 17409 500293 472143 28150 534608 20726567 48917 48917 20677650 0 20677650 20968201 48917 48917 20919284 0 20919284 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES ON PART VIII 48,917. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES ON PART VIII 48,917. X X X X X 1 GREENDROP 4136 BLACHE ROAD BENSALEM PA 19020 THRIFT CAMPAIGN 1 15482264 13159920 2322344 CARS INC 4669 MURPHY CANYON ROAD SUITE 105 SAN DIEGO CA 92123 CAR CAMPAIGN 1 4359135 679057 3680078 THE PRODUCTION MANAGEMENT GROUP INC 7160 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 DIRECT MAIL CONSULTING 0 662386 925214 -262828 AMERICAN HERITAGE REALTY 3008 N MEMORIAL PARKWAY HUNTSVILLE AL 35810 THRIFT CAMPAIGN 1 444374 249238 195136 LAKES MANAGEMENT 5425 NAIMAN PARKWAY SOLON OH 44139 THRIFT CAMPAIGN 1 187490 142346 45145 NORTHERN LAKES 5380 S 13TH STREET MILWAUKEE WI 53221 THRIFT CAMPAIGN 1 91327 35737 55591 LAKES MARKETING 5425 NAIMAN PARKWAY SOLON OH 44139 THRIFT CAMPAIGN 1 56057 35950 20107 PARAGON STRATEGIC INSIGHTS 310 E 65TH STREET 1F NEW YORK NY 10065 DIRECT MAIL CONSULTING 0 0 132000 0 21283033 15359462 6055573 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 PURPLE HEART OPEN 2022 - GOLF 62397 62397 750 9032 10650 250 28235 62397 62397 750 9032 10650 250 28235 48917 13480 SCHEDULE G, PART I, LINE 2B, COLUMN (V) 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 DEPARTMENT OF MICHIGAN 2066 SOUTH WAYNE ROAD WESTLAND MI 48185 386079438 501C19 20897 0 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF PENNSYLVANIA 786 HARTLEY STREET BEDFORD PA 15522 246412875 501C19 429971 0 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF WISCONSIN 335 BUTTER NUT AVENUE WAUSAUKEE WI 54177 237395256 501C19 29470 0 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH AUXILIARY 1219 W SUNSET AVENUE WAUKESEA WI 53189 841647360 501C19 40753 0 VETERANS SERVICE, REHAB, WELFARE PROGRAMS GEORGIA VETERANS DAY ASSOCIATION INC 2774 N COBB PKWY KENNESAW GA 30152 581836877 501C3 10000 0 TO COVER PARADE EXPENSES AMERICAN VETERANS CENTER 1100 N GLEBE ROAD STE 900 ARLINGTON VA 22201 510232804 501C3 35000 0 MOPH SPONSORSHIP-2021 WOUNDED WARRIOR EXPERIENCE & AMERICAN VALOR EVENTS VETERANS MOVING FORWARD INC- 44225 MERCURE CIRCLE STE 130 STERLING VA 20166 273117964 501C3 40000 0 SERVICE DOGS PROVIDER 4 4 SCHOLARSHIPS 59 88500 VETERANS CRITICAL ASSISTANCE PROGRAM 92 147861 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. X X X 0 0 0 0 0 0 0 0 0 STEPHEN L RUCKMAN CHIEF EXECUTIVE OFFICER 124424 0 0 0 0 0 7465 0 29165 0 161054 0 0 0 X 16261513 COST/SELLING PRICE X 3459 4359135 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 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 0 268 MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION