2015-11-10T10:21:38-06:00 2015-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2014-07-01 390983584 MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION INC MILI 7032566139 PO BOX 49 ANNANDALE VA 22003 CLAYTON D JONES TREASURER 7032566139 2015-11-10 1 ELIZABETH HELLER P00397829 2022932200 2014 2016-03-07 17:11:31Z STEPHEN L RUCKMAN PO BOX 49 ANNANDALE VA 22003 36661643 0 X WWW.MOPHSF.ORG X 1957 WI TO RAISE FUNDS FOR SERVICE, WELFARE, AND REHABILITATION WORK IN CONNECTION WITH THE MEMBERS OF THE MILITARY ORDER OF THE PURPLE HEART OF THE USA (A CONGRESSIONALLY CHARTERED VETERANS ORGANIZATION), THOSE WHO ARE ELIGIBLE FOR MEMBERSHIP THEREIN, OR ANY WOUNDED, DISABLED, AND/OR HANDICAPPED VETERAN, HIS WIDOW, ORPHAN, OR SURVIVORS, FOR THE SUPPORT AND MAINTENANCE OF LIAISON SERVICES IN ANY OR ALL OFFICES OF THE UNITED STATES VETERANS ADMINISTRATION, SOLDIER'S HOMES OR OTHER ADMINISTRATION OF VETERAN'S AFFAIRS WHEREVER AND WHENEVER DEEMED NECESSARY. 13 13 11 13 0 0 31668532 27751020 0 0 1399904 672398 199172 2784 33267608 28426202 11219565 10826538 0 0 6094977 541493 3252565 205866 20842679 14516722 21998912 35083829 33572809 -1816221 -5146607 23444431 19613404 1680554 3118678 21763877 16494726 X TO RAISE FUNDS FOR SERVICE, WELFARE, AND REHABILITATION WORK IN PARTNERSHIP WITH THE MILITARY ORDER OF THE PURPLE HEART OF THE USA FOR ANY WOUNDED, DISABLED, AND/OR HANDICAPPED VETERAN. 0 0 8760262 8760262 VETERAN SERVICE GRANTS: GRANTS TO THE MILITARY ORDER OF THE PURPLE HEART OF THE USA, INC. TO ENABLE THEM TO PROVIDE ACCREDITED NATIONAL SERVICE OFFICERS AT VETERANS' ADMINISTRATION HOSPITALS AND CLINICS TO ASSIST ALL VETERANS THROUGH THEIR V.A. BENEFITS CLAIMS PROCESS INCLUDING REPRESENTATION BEFORE THE COURT OF VETERAN APPEALS. 1139305 1139305 VETERAN SERVICE PROGRAM: FUNDS PROVIDED TO FOUR STATE DEPARTMENTS OF THE MILITARY ORDER OF THE PURPLE HEART OF THE USA, INC. ENABLING THE STATE DEPARTMENTS TO PROVIDE ACCREDITED NATIONAL SERVICE OFFICERS REPRESENTING ALL VETERANS. 785388 614917 OTHER PROGRAM SERVICES: FUNDS GRANTED TO VARIOUS ORGANIZATIONS IN ORDER TO FACILITATE THERAPEUTIC SERVICES TO VETERANS WITH POST-TRAUMATIC STRESS, TRAUMATIC BRAIN INJURY AND OTHER SERVICE-RELATED DISABILITIES. 193595 PUBLIC AWARENESS: TO PROMOTE AWARENESS THAT THE PURPLE HEART MEDAL IS AWARDED ONLY TO AMERICAN SERVICE MEN AND WOMEN WOUNDED IN COMBAT. TO PROMOTE AWARENESS THAT THE MILITARY ORDER OF THE PURPLE HEART (MOPH) IS OUR NATION'S ONLY VETERANS' SERVICE ORGANIZATION (VSO) WHOSE MEMBERSHIP IS COMPRISED ENTIRELY OF COMBAT-WOUNDED VETERANS. MOPH PROVIDES, FOR FREE, TO OUR NATION'S VETERANS AND THEIR FAMILIES REGARDLESS OF WHETHER THEY ARE RECIPIENTS OF THE PURPLE HEART MEDAL. 312054 312054 SERVICE WELFARE REHABILITATION GRANTS: FUNDS DISTRIBUTED TO 34 LOCAL CHAPTERS OF THE MILITARY ORDER OF THE PURPLE HEART USA, INC. TO CARRY OUT SERVICE, WELFARE AND REHABILITATION PROGRAMS FOR DISABLED VETERANS. 505649 312054 11190604 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 15 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MA MI MN MS MO MT NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WI X STEPHEN L RUCKMAN 7032566139 PO BOX 49 ANNANDALE VA 22003 JEFFERY A ROY CHAIRMAN OF THE BOARD 5.00 0.00 X X 0 0 0 WILLIAM A WROOLIE SENIOR VICE PRESIDENT 5.00 5.00 X X 0 0 0 JAMES D RANDLES VICE PRESIDENT 5.00 5.00 X X 0 0 0 CLAYTON D JONES TREASURER 5.00 5.00 X X 0 0 0 JAMES M SIMS SECRETARY 5.00 0.00 X X 0 0 0 JAMES M BLAYLOCK DIRECTOR 5.00 0.00 X 0 0 0 JOSEPH R HEMS DIRECTOR 5.00 0.00 X 0 0 0 BILL HUTTON DIRECTOR 5.00 5.00 X 0 0 0 MARY LOU KEENER DIRECTOR 5.00 0.00 X 0 0 0 BRUCE G MCKENTY DIRECTOR 5.00 5.00 X 0 0 0 RON SIEBELS DIRECTOR 5.00 0.00 X 0 0 0 FREDERICK A TAYLOR DIRECTOR 5.00 0.00 X 0 0 0 DEBRA K THOMPSON DIRECTOR 5.00 5.00 X 0 0 0 STEPHEN L RUCKMAN CHIEF EXECUTIVE OFFICER 25.00 25.00 X 99623 99623 30500 99623 99623 30500 1 0 1 0 GRAPHIC COMMUNICATION PO BOX 933233 ATLANTA GA 31193 POSTCARD PRINT AND MAIL 1085034 QUARLES & BRADY LLP 411 EAST WISCONSIN AVE SUITE 235 MILWAUKEE WI 53202 LEGAL TRADEMARK PROTECTION 334191 ALIGNED TECHNOLOGY SOLUTIONS 1602 BELLE VIEW BLVD SUITE 250 ALEXANDRIA VA 22307 IT SERVICES 241904 THE LUKENS COMPANY 2800 SHIRLINGTON ROAD ARLINGTON VA 22206 DIRECT MAIL FUNDRAISING 169367 THE WASHINGTON REDSKINS 21300 REDSKINS PARK DRIVE ASHBURN VA 20147 PUBLIC AWARENESS 104000 5 1404624 26346396 23571298 27751020 574954 574954 8332885 8235441 97444 97444 97444 MISCELLANEOUS INCOME 900099 2784 2784 2784 28426202 0 0 675182 10826538 10826538 17883 17883 396934 103366 246532 47036 22965 22965 61132 61132 42579 42579 331120 331120 61338 61338 205866 205866 106759 106759 46089 46089 62734 62734 82246 82246 36372 36372 201236 201236 67079 67079 5480 5480 112869 112869 14812 14812 FUNDRAISING & THRIFT OP 20589777 20589777 PUBLIC EDUCATION 193621 193621 PUBLIC RELATIONS 87380 87380 33572809 11190604 1539526 20842679 472016 535442 1062609 199345 510233 178935 473 16225 1575388 805731 882152 769657 18540751 17722594 92959 1883238 191206 23444431 19613404 487199 298930 1193355 1066769 1752979 1680554 3118678 X 21763877 16494726 21763877 16494726 23444431 19613404 -5146607 -122544 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1119901 385043 734858 455487 420688 34799 769657 X 28303658 -122544 -122544 28426202 0 28426202 33572809 0 33572809 0 33572809 PART X, LINE 2: MOPHSF'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE AND LOCAL TAXING AUTHORITIES FOR THE TAX YEARS ENDING IN 2012 THROUGH 2015. X X X 1 GREENDROP PA 3070 BRISTOL PIKE SUITE 216 BENSALEM PA 19020 THRIFT CAMPAIGN 1 6580615 103490 6477125 SOUTHWEST MANAGEMENT 4301 W MIDLOTHIAN TURNPIKE CRESTWOOD IL 60445 THRIFT CAMPAIGN & DIRECT MAIL SOLICITATION 1 1305039 45292 1259747 DEMEX MANAGEMENT 27161 TUNGSTEN RD CLEVELAND OH 44132 THRIFT CAMPAIGN & DIRECT MAIL SOLICITATION 1 962705 20933 941772 AMERICAN HERITAGE REALTRY 3008 N MEMORIAL PARKWAY HUNTSVILLE AL 35810 THRIFT CAMPAIGN 1 554168 6000 548168 THE LUKENS COMPANY 2600 SHIRLINGTON ROAD 9TH FLOOR ARLINGTON VA 22206 DIRECT MAIL SOLICITATION 1 319650 30150 289500 9722177 205865 9516312 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 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. AMOUNTS OF SUCH REIMBURSEMENTS HAVE BEEN DETAILED BELOW. -AMERICAN HERITAGE REALTRY: $326,990 -SOUTHWEST MGMT: $1,029,584 -DEMEX MGMT: $816,046 -GREENDROP PA: $5,597,574 -LUKENS COMPANY: $134,323 1 MOPH DEPARTMENT OF ARKANSAS 7 BRECKNOCK DRIVE BELLA VISTA AR 72714 710695424 501(C)(19) 5289 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF OREGON 1776 ANTELOPE CIRCLE SW ALBANY OR 97321 510217297 501(C)(19) 5485 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF ARIZONA 806 WGRAND CANYON AVE FLAGSTAFF AZ 86001 860906015 501(C)(19) 5930 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF MARYLAND 2038 ALEHOUSE COURT WALDORF MD 20602 526054704 501(C)(19) 6086 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF MISSISSIPPI 4807 13TH STREET MERIDIAN MS 39307 640892848 501(C)(19) 6271 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF KENTUCKY PO BOX 364 BENTON KY 42025 590529647 501(C)(19) 6409 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF MASSACHUSETTS 84 PRESCOTT STREET CLINTON MA 01510 911909904 501(C)(19) 6987 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF VIRGINIA 1241 FOUR MILE ROAD BRANCHLAND WV 25506 550780697 501(C)(19) 7564 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF WASHINGTON 1012 W 27TH AVE SPOKANE WA 99203 911614074 501(C)(19) 8084 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF MINNESOTA 7430 VAN BUREN ST NE FRIDLEY MN 55432 411676127 501(C)(19) 8199 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF ALABAMA 7109 CHADWELL ROAD SW HUNTSVILLE AL 35802 911909947 501(C)(19) 8418 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF MISSOURI 4807 13TH STREET MERIDIAN MS 39307 640892848 501(C)(19) 9481 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF SOUTH CAROLINA 849 BELLAGIO TERRACE REDDING CA 96003 952024666 501(C)(19) 11583 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF GEORGIA 3165 BYWATER TRAIL ROSWELL GA 30075 582199542 501(C)(19) 12553 VETERANS SERVICE, REHAB, WELFARE PROGRAMS SENTINELS OF FREEDOM SCHOLARSHIP FOUNDATION PO BOX 1316 SAN RAMON CA 94583 208139201 501(C)(3) 15000 EMERGENCY FUNDS FOR SEVERELY DISABLED VETERANS GEORGIA VETERANS DAY PARADE ASSOCIATION 1333 WINBORN STREET NW KENNESAW GA 30152 581836877 501(C)(3) 20000 EXPENSE TO BRING THE WALL THAT HEALS TO ATLANTA FOR 2015 VETERANS DAY AND EX MOPH DEPARTMENT OF OHIO 804 MCGRAW COURT ENGLEWOOD OH 45322 311070811 501(C)(19) 20717 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF NEW YORK 3 MCDOUGAL LANE CORTLANDT NY 10567 146083907 501(C)(19) 21260 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF TEXAS 11834 OCEAN SPRINGS SAN ANTONIO TX 78249 742872382 501(C)(19) 22432 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF NORTH CAROLINA 404 KINGSMILL DRIVE ADVANCE NC 27006 311070811 501(C)(19) 23823 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH CHAPTER 407 1510 182ND ST E SPANAWAY WA 98387 911612893 501(C)(19) 25000 GOLF TOURNAMENT - PROCEEDS BENEFIT WASHINGTON STATE HOMELESS VETERANS PROGRA NEADS PO BOX 1100 PRINCETON MA 01541 237281887 501(C)(3) 25000 FUNDS TO TRAIN ONE SERVICE DOG FOR A PURPLE HEART VETERAN. AMERICAN ACADEMY OF NURSING 1000 VERMONT AVE NW STE 910 WASHINGTON DC 20005 522213870 501(C)(3) 30000 EDUCATE PUBLIC AND HEALTHCARE PROVIDERS REGARDING UNIQUE HEALTH ISSUES FACED MOPH DEPARTMENT OF FLORIDA 10131 S PALOMINO TRAIL FLORAL CITY FL 34436 237153245 501(C)(19) 34170 VETERANS SERVICE, REHAB, WELFARE PROGRAMS SALUTE MILITARY GOLF ASSOCIATION 14600 ARGYLE CLUB ROAD SILVER SPRING MD 20906 651296873 501(C)(3) 35000 REHAB RECREATIONAL GRANT FOR WOUNDED VETERANS MOPH DEPARTMENT OF CALIFORNIA 849 BELLAGIO TERRACE REDDING CA 96003 952024666 501(C)(19) 37704 VETERANS SERVICE, REHAB, WELFARE PROGRAMS BLUE STAR FAMILIES PO BOX 332 FALLS CHURCH VA 22040 800369895 501(C)(3) 45000 FUNDS FOR THE "CAREGIVERS EMPOWERING CAREGIVERS" PROGRAM. TEE IT UP FOR THE TROOPS 515 W TRAVELERS TR BURNSVILLE MN 55337 202974507 501(C)(3) 50000 REUNION EVENT (DISABLED VETERANS GOLF EVENT) PURPLE HEARTS REUNITED 119 OVERLAKE DRIVE GEORGIA VT 05454 460769514 501(C)(3) 50000 RECOVERY OF LOST/STOLEN PURPLE HEART MEDALS MOPH DEPARTMENT OF COLORADO 4248 S DAWSON CIRCLE 2010 AURORA CO 80014 841564009 501(C)(19) 55000 HOST OF 2014 ANNUAL CONVENTION AND GOLF TOURNAMENT AMERICAN VETERANS CENTER 1100 N GLEBE ROAD STE 900 ARLINGTON VA 22201 510232804 501(C)(3) 60000 WOUNDED WARRIOR EXPERIENCE AND 2015 NATIONAL MEMORIAL DAY PARADE MOPH DEPARTMENT OF WISCONSIN 335 BUTTER NUT AVENUE WAUSAUKEE WI 54177 237395256 501(C)(19) 108561 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF ILLINOIS 43 GREENRIDGE DRIVE DECATUR IL 62526 362523988 501(C)(19) 121105 VETERANS SERVICE, REHAB, WELFARE PROGRAMS LADIES AUXILIARY (LAMOPH) 1219 W SUNSET AVENUE WAUKESEA WI 53189 841647360 501(C)(19) 193217 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF PENNSYLVANIA 786 HARTLEY STREET BEDFORD PA 15522 246412875 501(C)(19) 427694 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH DEPARTMENT OF MICHIGAN 2066 SOUTH WAYNE ROAD WESTLAND MI 48185 386079438 501(C)(19) 481944 VETERANS SERVICE, REHAB, WELFARE PROGRAMS MOPH OF THE USA INC 5413-B BACKLICK ROAD SPRINGFIELD VA 22151 590829647 501(C)(19) 8760262 VETERANS SERVICE, REHAB, WELFARE PROGRAMS 9 28 PART I, LINE 2: DOCUMENTATION OF GRANT EXPENDITURES IN THE FORM OF MACHIEN 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 99623 99623 0 0 0 0 5977 5977 9486 9486 115086 115086 0 0 X 23571298 COST/SELLING PRICE 0 0 1 PART I, LINE 32B: THE FOUNDATION USES PROFESSIONAL FUNDRAISERS TO SOLICIT DONATIONS OF HOUSEHOLD DISCARDS AND CASH. FORM 990, PART IV, LINE 31: IN APRIL 2014, THE BOARD APPROVED THE MERGER OF THE MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION, INC. AND ITS SUBSIDIARY ENTITY, PURPLE HEART SERVICES, INC. THE MERGER WILL RESULT IN ONE 501(C)(3) CHARITABLE ENTITY DOING BUSINESS AS PURPLE HEART FOUNDATION. THE MERGER PROCESS IS CURRENTLY UNDERWAY AND THE REQUIRED PAPERWORK IS BEING FILED WITH THE APPROPRIATE GOVERNMENT AGENCIES. FORM 990, PART VI, SECTION B, LINE 11 BEFORE SUBMISSION TO THE INTERNAL REVENUE SERVICE, THE COMPLETED FEDERAL FORM 990 IS REVIEWED BY STAFF ACCOUNTANTS, AND THEN PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND DISCUSSION. THEREAFTER, IT IS MADE AVAILABLE FOR REVIEW BY ALL BOARD OF DIRECTORS BEFORE SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR AT ITS ANNUAL MEETING. IF THE POLICY NEEDS TO BE UPDATED/REVISED IT IS THEN DISCUSSED WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS ESTABLISHED IN CONSULTATION WITH RECRUITERS AND/OR LEGAL COUNSEL. THIS PROCESS IS ALSO USED FOR THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE 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. PURPLE HEART SERVICES INC PO BOX 49 ANNANDALE VA 22003 593184919 RAISE FUNDS TO PROVIDE JOBS, JOB TRAINING, AND EDUCATION TO VETERANS FL 501(C)(3) LINE 7 MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION 1 VETERAN'S CALL CENTER INC PO BOX 49 ANNANDALE VA 22003 260402569 TO PROVIDE CALL CENTER TELECOMM SERVICES VA MILITARY ORDER OF THE PURPLE HEART SERVICE FOUNDATION C 555 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PURPLE HEART SERVICES INC C 1404624 FMV