2018-06-12T11:07:44-07:00 2018-02-28 990 2017-03-01 364567583 YELLOW RIBBON FUND INC YELL 2402231180 PO Box 41048 Bethesda MD 20824 Brett McMahon Treasurer 2025244600 2018-05-29 50.205.25.166 2017 2018-06-14 16:35:46Z X Michael M Wilson PO Box 41048 Bethesda MD 20824 1770802 0 X www.yellowribbonfund.org X 2005 MD Provide services and support to injured, ill, or wounded American service members, their families, and caregivers to assist with rehabilitation and transition to civilian life. Families visiting their hospitalized relative may receive assistance with travel, hotels, and local transportation. Patient families in rehabilitation who do not qualify for military-provided housing may receive temporary housing help. YRF also provides adaptive fitness and sports, a range of support for caregivers, financial assistance and counseling, educational and career mentoring, and activities to relieve the stress of rehabilitation and caregiving. Events include outings to sporting or cultural events, exercise classes, holiday parties, barbeques, and onsite events such as bingo and karaoke. YRF also provides retreats and other services for caregivers to help them cope with taking care of their injured service member. 20 20 34 150 0 0 2252522 1768566 0 0 4091 2236 0 0 2256613 1770802 1160518 993529 0 0 1091852 1031745 0 0 111418 191049 272612 2443419 2297886 -186806 -527084 1204105 654665 149879 127523 1054226 527142 X Responsibly provide high-touch support for wounded, ill, and injured American service members and their families and caregivers to fill gaps throughout recovery and reintegration to home communities, through an engaged national network. 1 1 657439 25000 0 Crossroads Program: provides housing and transportation to families of wounded, ill, and injured service members receiving extended medical care and/or rehabilitation at local military or Veterans Administration hospitals in the greater Washington DC metropolitan area. YRF provides free rental cars, hotel stays, and fully-furnished apartments to keep families together during the recovery process. During fiscal year 2018, YRF provided 49 rental cars free of charge and deeply discounted to YRF thanks to the generosity of one of our donors. YRF maintained 10 apartments for families with extended rehabilitation stays in the Washington DC area. YRF also paid for 1,348 hotel stays for families visiting their service member at Walter Reed National Military Medical Center in Bethesda, MD and Ft. Belvoir, VA. 453582 232484 0 Keystone Program: From its beginning, YRF has paid special attention to the needs of military caregivers. In 2017, we reorganized and restructured our Family Caregiver Program to make our services to these special people more effective. Since caregivers are often the linchpins of the families, YRF revamped and renamed our services to caregivers as the Keystone Program. It provides caregivers sanctuary, skills, and stability through monthly respite and social events, and educational and life skills training. At the end of FY 2018, we had five coordinators serving caregivers in five locations across the country with plans to add more locations as resources allow. 632740 2500 0 Engagement Program: YRF engages patients recovering at Walter Reed National Military Medical Center and Fort Belvoir hospitals and helps them escape from the monotony of hospital life by hosting on-base events like holiday parties and barbecues and off-base activities such as trips to local sporting and cultural events in the Washington, DC area. YRF also has partnered with Military Bowl to provide rehabilitating activities in beautiful retreat setting on the shores of the Chesapeake Bay at Patriot Point. 45868 0 0 Wellness Program (discontinued). Provided financial assistance to needy veterans, their families and caregivers for items such as car payments, rent, utility assistance, car repairs, etc. 45868 0 0 1789629 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 10 0 1 34 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC FL KS KY MD MI NC NJ NY OH PA SC TN VA X X X David W Heiser 2404238609 PO Box 41048 Bethesda MD 20824 William J Scott Chairman 2 0 X 0 0 0 Maurice Gauthier Vice Chairman 0.5 0 X 0 0 0 Capt James Carman USN-Ret Secretary 0.5 0 X 0 0 0 Brett McMahon Treasurer 0.5 0 X 0 0 0 Edward J Quinn Jr Past Chairman 0.5 0 X 0 0 0 Peter M Black Board Member 0.5 0 X 0 0 0 SFC Jason Burr USA-Ret Board Member 0.5 0 X 0 0 0 Nader Eiguindi Board Member 0.5 0 X 0 0 0 Lt Gen Lawrence Farrell USAF-Ret Board Member 0.5 0 X 0 0 0 Alan B Golacinski Board Member 0.5 0 X 0 0 0 Joseph W Jacques Board Member 0.5 0 X 0 0 0 John Mastal Board Member 0.5 0 X 0 0 0 Annie McChrystal Board Member 0.5 0 X 0 0 0 Gen Stanley McChrystal USA-Ret Board Member 0.5 0 X 0 0 0 Adm Robert J Natter USN-Ret Board Member 0.5 0 X 0 0 0 Adam Shepherd Board Member 0.5 0 X 0 0 0 Col Frank G Wickersham III USA-Ret Board Member 0.5 0 X 0 0 0 Vito A Pampalona Board Member 1 0 X 0 0 0 Tom Reynolds Board Member 1 0 X 0 0 0 Erin Stone Board member 1 0 X 0 0 0 John Adams Executive Director 40 0 X X 109375 0 1000 Adam Silva Executive Director 40 X X 70681 0 40000 Michael M Wilson Deputy Executive Director 40 X X 43582 0 0 David W Heiser Director of Finance 15 0 X 36570 0 0 David Tarantino Executive Director, Former Board Chairman 0 0 X 22110 0 0 282318 0 41000 1 1 0 1 0 12384 0 510734 0 0 1245448 271441 1768566 0 2236 2236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 510734 0 1770802 2236 0 0 0 0 993529 993529 0 0 0 0 141371 98959 35343 7069 0 0 0 0 770250 466246 229027 74977 0 0 0 0 39927 24755 11579 3593 80197 49722 23257 7218 46569 17231 29338 0 5111 5111 24693 17519 6274 900 0 0 0 0 0 0 0 0 0 0 2635 1634 764 237 117762 73012 34151 10599 0 0 0 0 0 0 0 0 36369 22549 10547 3273 10531 6529 3054 948 0 0 0 0 124 77 36 11 0 0 0 0 0 0 0 0 6026 3736 1748 542 22792 14131 6610 2051 2297886 1789629 396839 111418 X 746709 546298 400624 50011 0 0 0 0 0 0 0 0 0 0 0 0 39383 32970 43131 42182 5973 949 0 0 0 0 0 0 0 0 11416 24437 1204105 654665 149879 127523 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 149879 127523 X 1029226 432130 25000 95012 0 0 1054226 527142 1204105 654665 -527084 0 0 0 0 X X 1 X 1 X 1 0 X 1757709 2078432 2328193 2252522 1768566 10185422 0 0 0 0 0 0 0 0 0 0 1757709 2078432 2328193 2252522 1768566 10185422 10185422 7950 4394 2907 4091 2236 21578 0 0 0 0 0 0 0 0 0 0 10207000 0.99789 0.99808 X 0 0 0 0 0 0 0 0 0 0 0 1002 0 1002 0 42129 0 41180 949 949 1770802 0 0 0 0 0 1770802 0 0 0 1770802 2297886 0 0 0 0 0 2297886 0 0 0 2297886 10th Annual Wounded Warrior Golf Classic - ANCC 202367 0 202367 0 0 20000 2234 0 4946 9th Annual Gala 207387 0 207387 0 0 9000 19541 2500 8959 5 332960 0 332960 0 0 20000 30000 9000 110372 742714 0 742714 0 0 49000 51775 11500 124277 236552 506162 Schedule G, Part II, Line 9 9c includes $44,274 revenue sharing on joint fundraiser with Party with Our Troops special event. 1 Wellness Program, discontinued November 2017, provided assistance to clients in financial distress via payments to third parties for rent assistance, auto repairs, utilities, groceries, and other aid. 89 23800 1200 Cash dispursements Air travel tickets courtesy of Southwest Airlines. Taxi rides, under the Crossroads Program, provided free taxi rides to service members under long-term medical treatment or rehabilitation at Walter Reed and Fort Belvoir hospitals to attend doctor appointments, go shopping, or attend sporting and/or cultural events off-base. 134 5446 0 Rental cars: Under the Crossroads Program, YRF provides free rental cars to spouses and military caregivers of wounded, ill or injured service members undergoing long-term treatment at Walter Reed National Military Medical Center. 49 13620 Apartments: under the Crossroads Program. YRF provides free, furnished apartments to wounded, ill or injured service members or veterans who are away from home with their families receiving long-term medical treatment at Walter Reed National Military Medical Center. 17 187756 Hotels: Under the Crossroads Program, YRF provides hotel rooms for families visiting hospitalized and rehabilitating service members at Walter Reed and Fort Belvoir hospitals and to veterans returning for short-time medical treatment who do not qualify for military assistance. In FY 2018, YRF paid for 1,348 hotel room nights. 270 147578 Schedule I, Part I, Line 2 Applications for assistance are received through the YRF Keystone Program, Crossroads Program, and the discontinued Wellness Program. Applicants are vetted to ensure they meet program criteria: post-9/11 service member, family member or caregiver. The applicant completes an application and provides government identification plus a referral from a military or Veterans Affairs patient case manager to determine eligibility for program services. X X X X 0 0 0 0 0 0 0 0 0 John Adams Executive Director 109385 0 0 0 1000 0 0 0 0 0 110385 0 0 0 Michael M Wilson Deputy Executive Director 43582 0 0 0 0 0 0 0 0 0 43582 0 0 0 David W Heiser Director of Finance 36570 0 0 0 0 0 0 0 0 0 36570 0 0 0 Adam Silva Executive Director 100681 0 10000 0 0 0 0 0 0 0 110681 0 0 David Tarantino Executive Director, Former Board Chairman 0 0 0 0 22110 0 0 0 0 0 22110 0 0 0 Schedule J, Part I, Line 4 Former Executive Director David Tarantino received the balance of a severance package. Schedule J, Part II Adam Silva received $40,000 through the AJS93 Enterprises LLC to provide consulting services to the Executive Committee of the Board of Directors. Adam Silva AFS93 Enterprises LLC Key employee 40000 Consulting services with executive committee of Board of Directors 0 X 6679 FMV X See Schedule M, Statement 1 62 271441 Fair market value 0 0 1 0 Schedule M, Part I, Lines 25-28 Gift cards - $4,219; Sports tickets and related parking & refreshments - $224,886; Donated meals - $4,231; Tickets to locale cultural events - $1,052; Travel tickets - $10,000; Other - $20,375. Form 990, Part III, Line 2 Yellow Ribbon Fund restructured its program services to improve efficiency and effectiveness. The Family Caregiver Program is now the Keystone Program to better acknowledge that caregivers are often the key to the wellness of a wounded, ill, or injured service member. The lodging, transportation, and apartment programs were merged into our new Crossroads Program to better reflect the assistance provided to those undergoing lengthy medical or rehabilitation treatments. The Engagement Program includes the former Wellness, Volunteer, and Warfighter Appreciation programs and provides respite and relief from sometimes torturous medical rehabilitation. Form 990, Part III, Line 3 YRF discontinued its Wellness Program -- 2016 Schedule I, page 2 -- but continues to provide a small amount of financial assistance to qualified veterans on a case-by-case basis. YRF decided not to implement its planned adaptive fitness and sports program -- 2016 Schedule O, note 1 -- as it recognized that other NPOs provide solid and effective programs. YRF also discontinued its Ambassador Program as part of its reorganization. Form 990, Part VI, Section A, Line 2 Board members Annie McChrystal and Stanley McChrystal are married to each other. Board members Maurice Gauthier and Frank Wickersham have an employer-employee relationship. Form 990, Part VI, Section A, Line 4 Bylaws were amended July 2018 to add advisory board. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by the Director of Finance using the results of the completed annual audit of the organization's fiscal year-end financial statements. Form 990 is reviewed by the Executive Director and Chairman of the Board and circulated to board members for review and comment. Form 990, Part VI, Section B, Line 12c Yellow Ribbon Fund has a written conflict of interest policy that each board member, officer and key employee is required to read and adhere to. These persons are also required to annually complete, sign and date a conflict of interest disclosure form. Perceived conflicts that might arise for board members or the Executive Director are elevated to the Chairman of the Board for resolution. Employees are advised in the Employee Handbook to report conflicts to their immediate supervisor, the executive director, general counsel, or to the Board Chairman. Form 990, Part VI, Section B, Line 13 Yellow Ribbon Fund has a whistleblower policy as Part 9.1 of its Employee Handbook. Form 990, Part VI, Section B, Line 14 Yellow Ribbon Fund has a record retention policy. Form 990, Part VI, Section B, Line 15 The Executive Committee of the Board of Directors makes all decisions regarding compensation of the Executive Director and key employees. Compensation is based in part on organizational resources, past performance, job requirements, current compensation, internal discussions with independent personnel professionals, and research on comparable compensation packages. The Executive Committee went through this process twice during fiscal year 2018. Form 990, Part VI, Section C, Line 19 Form 990 is posted on the organization's website at www.yellowribbonfund.org. Governing documents, the conflict of interest and whistleblower policies, and audited financial statements are available upon written request for the cost of copying and mailing. Audited documents are also posted on the organization's website. Form 990, Part X, Line 15 Other assets include $12,221 in In-Kind donations unused at the end of the fiscal year including donated hotel rooms, travel tickets, clothing, and other. Other assets also includes $12,216 in apartment and office rent deposits. Form 990, Part X, Line 17 Liabilities include $40,000 received as an agency pass-through to Guardian Angels Medical Service Dogs. Form 990, Part XII, Line 2a The annual financial statements were audited by independent auditor John Mullins, CPA. Form 990, Part XII, Line 2c The Yellow Ribbon Fund Board of Directors has an Audit Committee charged with oversight and review of its financial statements and selection of the independent auditor.