2017-06-30T10:15:37-07:00 2017-02-28 990 2016-03-01 364567583 YELLOW RIBBON FUND INC YELL 2402231180 4905 Del Ray Avenue Suite 500 Bethesda MD 20814 Brett McMahon Treasurer 2025244600 2017-06-29 50.205.25.166 2016 2021-01-29 14:40:06Z John Adams 4905 Del Ray Avenue Suite 500 Bethesda MD 20814 2256613 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. 18 18 25 1142 0 0 2446166 2252522 0 0 2514 4091 0 0 2448680 2256613 1195726 1160518 0 0 866912 1091852 0 0 260832 233925 191049 2296563 2443419 152117 -186806 1335934 1204105 94902 149879 1241032 1054226 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 0 595770 91339 0 Warfighter appreciation: Includes subprograms Wellness, Family Caregivers, Caregiver Retreats, Ambassador Program, Mentoring and Outreach, and Benefits to individuals. The Wellness Program provides financial and outreach assistance to wounded and injured service members and their families in their home communities. The Family Caregiver Program provides educational, recreational, and physical fitness activities, including over $53,000 for massages, to caregivers to help relieve the stress of their primary role as medical caregiver. The Caregiver Retreat Program takes caregivers to locations away from the medical environment to help them relieve stress, bond with each other, and network. The Ambassador Program uses volunteers across the country to search out and provide resources for YRF clients. The Mentoring and Outreach Program assists wounded and injured service members adjust to civilian life by helping them discover educational and career opportunities. Benefits to Individuals includes holiday parties and recreational activities onsite for rehabilitating service members and their families and caregivers, tickets to sporting, educational and cultural events, local area tours, and other decorations and festive meals at hospital and rehabilitation facilities. 421344 0 0 Under the Lodging Assistance Program, YRF provides 10 apartments to wounded or injured service members or their families who are actively rehabilitating at the Walter Reed National Military Medical Center in Bethesda, MD and who need living quarters to accommodate family or service dogs. The program also provides hotel rooms for visiting family members of hospitalized service members or discharged service members returning to the Washington, DC area for follow-up medical treatment. During FY 2017, YRF paid for 1,897 hotel room nights for service members and their families. 114585 0 0 Travel & Transportation Program: This program provided wounded, injured, and ill service members and their families and caregivers with 90 rental cars and 2,033 taxi rides during FY 2017. This transportation enabled clients to run errands in the local area, go to hospital appointments off base, go on shopping trips, and enjoy community activities. 806306 0 0 Mentoring, Outreach, and Allocated Expenses: YRF provides mentoring services to wounded and injured service members to help them explore educational and career opportunities. YRF also enables post-rehabilitation physical fitness through adaptive fitness and sports programs. The total for this program is $29,116. Allocated expenses include employee salaries directly attributable to program services, and management and general expenses allocated to program services in the amount of $777,190. These include employee benefits, payroll taxes, accounting, office expenses, office rent, and travel. 806306 0 0 1938005 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 0 1 0 0 0 0 0 0 0 0 1 12 0 25 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL KS KY MD MI NJ NY OH SC TN VA X X X David W Heiser 2404238609 4905 Del Ray Avenue Suite 500 Bethesda MD 20814 William J Scott Chairman 5 0 X X 0 0 0 Maurice Gauthier Vice Chairman 2 0 X X 0 0 0 Capt James Carman USN-Ret Secretary 2 0 X X 0 0 0 Brett McMahon Treasurer 2 0 X X 0 0 0 Edward J Quinn Jr Past Chairman 2 0 X 0 0 0 Dr Jim Barsamian Board member 1 0 X 0 0 0 Peter M Black Board Member 1 0 X 0 0 0 SFC Jason Burr USA-Ret Board Member 1 0 X 0 0 0 Nader Eiguindi Board Member 1 0 X 0 0 0 Lt Gen Lawrence Farrell USAF-Ret Board Member 1 0 X 0 0 0 Alan B Golacinski Board Member 1 0 X 0 0 0 Joseph W Jacques Board Member 1 0 X 0 0 0 John Mastal Board Member 1 0 X 0 0 0 Annie McChrystal Board Member 1 0 X 0 0 0 Gen Stanley McChrystal USA-Ret Board Member 1 0 X 0 0 0 Adm Robert J Natter USN-Ret Board Member 1 0 X 0 0 0 Vito A Pampalona Board Member 1 0 X 0 0 0 Adam Shepherd Board Member 1 0 X 0 0 0 Andrea Thompson Former Board Member 1 0 X 0 0 0 Col Frank G Wickersham III USA-Ret Board Member 1 0 X 0 0 0 John Adams Executive Director, Former Board Member 40 0 X 15092 0 0 David A Tarantino Former Executive Director, Former Board Member 40 0 X 82860 0 0 Mark E Robbins Former Executive Director 40 0 X 167298 0 16854 David W Heiser Director of Finance 10 0 X 1000 0 0 266250 0 16854 1 0 1 0 0 14399 0 827878 0 0 1410245 229558 2252522 0 4091 4091 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 827878 0 0 0 0 0 2256613 4091 0 0 X 0 0 1160518 1160518 0 0 0 0 153666 107566 41490 4610 797121 418173 294506 84442 0 0 0 0 57464 5271 46161 6032 83601 55952 25251 2398 500 500 54937 54937 0 0 10317 10317 75533 4096 70937 500 34764 34764 8483 8483 0 0 946 946 0 0 0 0 3695 3695 1874 1874 0 186429 -338962 152533 2443419 1938005 244582 260832 X 957265 746709 350602 400624 0 0 0 0 0 0 0 0 0 0 0 0 12008 39383 21973 16000 4643 5973 0 0 0 0 0 0 0 0 11416 11416 1335934 1204105 87902 149879 0 0 7000 0 0 0 0 0 0 0 0 0 0 0 94902 149879 X 1212819 1029226 28213 25000 0 0 1241032 1054226 1335934 1204105 X -186806 0 0 0 0 0 X X 1 X 1 X 1 0 X 1757709 2082826 2469642 2609195 2455726 11375098 0 0 0 0 0 0 0 0 0 0 0 0 1757709 2082826 2469642 2609195 2455726 11375098 0 11375098 7950 4394 2988 2513 4069 21914 0 0 0 0 0 0 0 0 0 0 0 0 11397012 0 0.99808 0.9994 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 21973 0 16000 5973 0 0 0 0 5973 2256613 0 34605 0 0 34605 2222008 0 34605 34605 2256613 2443419 0 0 0 0 0 2443419 0 0 0 2443419 Schedule D, Part XI, Line 2b Donated accounting and financial services by a volunteer, March through December 2016 Schedule D, Part XI, Line 4b Volunteer accounting services Jacksonville Golf 267553 0 267553 0 0 5647 24084 0 36975 Army-Navy Golf 229294 0 229294 680 0 20000 8232 0 7152 3 572691 0 572691 0 0 42598 27755 0 68537 1069538 0 1069538 680 0 68245 60071 0 112664 241660 827878 Schedule G, Part II, Line 1 Other events include annual Gala with gross receipts of $225,755 and expenses of $56,442; Michigan golf tournament with gross receipts of $151,715 and expenses of $47,117, and five smaller events with gross revenue of $195,221 and expenses of $35,331. 1 The YRF Wellness Program provides financial assistance to wounded or injured service members who are experiencing a gap in benefits from the U.S. military or Department of Veterans Affairs or are experiencing emergency financial issues. The assistance is usually less than $1,000 and may include a deposit for apartment rental, a missed loan payment to forestall repossession of a car, tuition payments for educational training if the service member lacks benefits, etc. Assistance is funded through gift cards or payment of the vendor directly after confirmation. Other help might include using vouchers from Southwest Airlines to flight a service member or disabled veteran or family to a hospital or to return home. The Wellness Program will also fund vacations for families of service members with terminal illnesses. Number of recipients is estimated at 5 per month. 60 104984 0 Schedule I, Part I, Line 2 The Wellness Program director maintains records of all funds dispensed in the form of grants. Each grant is cleared through the executive director before award. X X 1 0 0 0 0 0 0 0 0 John Adams Executive Director, Former Board Member 43750 0 0 0 0 0 0 0 0 0 43750 0 0 David A Tarantino Former Executive Director, Former Board Member 75545 0 0 0 43750 0 0 0 0 0 119295 0 0 0 Mark E Robbins Former Executive Director 33371 0 0 0 120027 0 0 0 7526 0 160924 0 219216 0 David W Heiser Director of Finance 4991 0 1000 0 0 0 0 0 0 0 5991 0 0 0 Schedule J, Part I, Line 4 Former executive directors Mark Robbins and David Tarantino received severance packages. X 1020 New - fair market value X Air Travel tickets 3 16500 Face value of tickets X Cultural event tickets 2 600 Face value X Gift cards 9 6454 Face value X Meals & Food items 5 5275 Donor's invoice X Other 25 31103 Donor's invoices and researched fair market value X Rental car 1 300 Donor's invoice X Sports tickets 31 167706 Face value 1 0 1 0 Schedule M, Part I, Lines 25-28 Count is number of donors, not number of items. Form 990, Part III, Line 2 Changes to Yellow Ribbon Fund programs include expansion of the Family Caregiver Program to Fort Bragg, North Carolina, San Antonio, Texas, and San Diego, California. The organization also took steps to implement an adaptive fitness and sports program. Form 990, Part VI, Section A, Line 2 Board directors 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 B, Line 11b Form 990 is prepared by the Director of Finance using the results of the completed financial audit. The form is reviewed by the Executive Director and circulated by email to the members of the Board of Directors 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 are required to read each year. Those 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 reported to one of the officers for resolution. Employees are advised in the Employee Handbook to report conflicts to their immediate supervisor, the executive director, general counsel, or 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 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 2017. Form 990, Part VI, Section C, Line 19 Form 990 is posted on the organization's website at www.yellowribbonfund.org. Governing documents, conflicts of interest policy, and audited financial statements are available upon written request for the cost of copying and mailing. Audited financial documents are also posted on the organization website. Form 990, Part IX, Line 24e Allocation of management and general expenses. Form 990, Part X, Line 15 Deposits on leased apartments. Form 990, Part XI, Line 6 Donated accounting and financial services from a volunteer, March through December 2016. Form 990, Part XII, Line 2a The annual financial statements were reviewed by independent accountants employed by Gelman, Rosenburg & Freedman, CPAs. Form 990, Part XII, Line 2b The annual financial statements were audited by independent auditors employed by Gelman, Rosenburg & Freedman, CPAs. Form 990, Part XII, Line 2c The Yellow Ribbon Fund Board of Directors has an Audit Committee charged with the oversight and review of its financial statements and selection of the independent auditor.