2014-05-15T17:49:24-05:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2012-07-01 920152268 TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS INC TRAG 2025888277 3033 WILSON BLVD NO 630 ARLINGTON VA 22201 BONNIE CARROLL 2025888277 2014-05-15 1 KAREN GRIES P00078514 5712279500 2012 2015-11-30 17:44:51Z BONNIE CARROLL 3033 WILSON BLVD NO 630 ARLINGTON VA 22201 7013770 0 X WWW.TAPS.ORG X 1994 AK OFFERING 24/7 TRAGEDY ASSISTANCE TO ANYONE WHO HAS SUFFERED THE LOSS OF A MILITARY LOVED ONE, REGARDLESS OF THE RELATIONSHIP TO THE DECEASED OR THE CIRCUMSTANCE OF THE DEATH. PROVIDE COMFORT AND CARE THROUGH COMPREHENSIVE SERVICES AND PROGRAMS INCLUDING PEER BASED EMOTIONAL SUPPORT, CASE WORK ASSISTANCE, CRISIS INTERVENTION, AND GRIEF TRAUMA RESOURCES. 8 7 52 5000 0 0 7422488 5218618 153596 179350 16630 -43090 -895292 1037694 6697422 6392572 0 979500 0 0 1382502 2214437 0 232700 675279 3718691 3837541 5101193 7264178 1596229 -871606 4512920 3676392 495751 504271 4017169 3172121 X TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS, INC. ("TAPS") OFFERS SUPPORT TO THOSE WHO HAVE SUFFERED THE LOSS OF A MILITARY LOVED ONE, REGARDLESS OF THE RELATIONSHIP TO THE DECEASED OR THE CIRCUMSTANCES OF THE DEATH. 0 0 4422716 979500 179350 TAPS NATIONAL AND REGIONAL SURVIVOR SEMINARS,REGIONAL RETREATS,AND GOOD GRIEF CAMPS TAPS CONDUCTS NATIONAL AND REGIONAL SURVIVOR SEMINARS, RETREATS, AND GOOD GRIEF CAMPS FOR THE FAMILIES OF FALLEN HEROES. IN THESE SAFE AND COMFORTING VENUES, SURVIVORS LEARN COPING STRATEGIES PRESENTED BY SUBJECT MATTER EXPERTS, GAIN A NETWORK OF SUPPORT, FIND RESOURCES, AND SHARE THE JOURNEY OF GRIEF UNIQUE TO PATRIOTIC MILITARY FAMILIES. THESE PROGRAMS ARE LED BY A STRONG TEAM OF PEER PROFESSIONALS AND INCLUDE THERAPEUTIC RECREATION, WORKSHOPS, PEER TO PEER OUTREACH, AND REMEMBRANCE EVENTS. IN FY13, TAPS HOSTED 4,500 SURVIVING FAMILY MEMBERS AT 26 PROGRAMS, INCLUDING 9 REGIONAL SURVIVOR SEMINARS, 9 RETREATS, AND 3 CAMP OUTS, AND 1,720 CHILDREN ATTENDING "GOOD GRIEF CAMPS". 883406 TAPS SURVIVOR CARE TEAM TAPS SURVIVOR CARE TEAM (SCT) STAFF ARE PEER PROFESSIONALS UNIQUELY QUALIFIED TO REACH OUT TO BEREAVED MILITARY FAMILY MEMBERS AND INTRODUCE THEM TO THE VAST ARRAY OF RESOURCES AND SERVICES AVAILABLE THROUGH TAPS. THESE HIGHLY TRAINED SURVIVING FAMILY MEMBERS WITH ADVANCED DEGREES ARE NOW THERE TO PROVIDE ONE-TO-ONE PEER-BASED EMOTIONAL SUPPORT DURING EARLY CRITICAL MOMENTS FOLLOWING LOSS, AS WELL AS LONG-TERM CARE AS SURVIVORS STRUGGLE TO FIND THEIR NEW NORMAL. THE SCT REMAINS AVAILABLE TO SURVIVORS 24/7/365 AND ENABLES THOSE GRIEVING A DEATH IN THE MILITARY TO GAIN ACCESS QUICKLY TO ESSENTIAL COUNSELING SERVICES, PEER CONNECTIONS, CASEWORK ASSISTANCE, AND BENEFITS THAT OTHERWISE COULD TAKE MUCH LONGER OR BE INACCESSIBLE. 445042 TAPS NATIONAL MILITARY SURVIVOR HELPLINETAPS OPERATES A 24/7 NATIONAL TOLL FREE HELPLINE AS A GATEWAY FOR SURVIVORS AND CAREGIVERS TO RECEIVE SUPPORT, INFORMATION, AND ACCESS TO RESOURCES. ON AVERAGE, THE NATIONAL MILITARY SURVIVOR HELPLINE FIELDS AN AVERAGE OF 1200 CALLS PER MONTH. THE NEEDS OF THE BEREAVED DO NOT OPERATE ON A SET TIMELINE, SO TAPS ANSWERS CALLS AROUND THE CLOCK. HELPLINE STAFF ARE TRAINED CAREGIVERS, SOME OF THEM SURVIVING FAMILY MEMBERS, PROVIDING WORLD CLASS SERVICE TO FAMILIES SEEKING CARE AND SUPPORT. IN ADDITION, THEY ARE THERE TO OFFER A LISTENING EAR TO THOSE IN THEIR DARKEST HOUR OF GRIEF. THE TAPS HELPLINE IS BENCHMARKED AGAINST AND MEETS THE ACCREDITATION CRITERIA USED BY NATIONALLY RECOGNIZED ENTITIES INCLUDING THE ALLIANCE FOR INFORMATION AND REFERRAL SERVICE (AIRS) AND CONTACT USA (CUSA) AND USES THE AMERICAN ASSOCIATION OF SUICIDOLOGY CRISIS CALL CERTIFICATION - THE GOLD STANDARD - FOR THE MANAGEMENT OF CRISIS CALLS. 5751164 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 70 0 52 1 0 0 0 0 0 1 1 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AZ CA CO CT DC FL GA ID KY LA ME X X THE ORGANIZATION 2025888277 3033 WILSON BLVD NO 630 ARLINGTON VA 22201 HEIDI ANDERSON 1.00 X 0 0 0 SCOTT RUTTER 2.00 X X 0 0 0 DEBORAH JAMES 1.00 X 0 0 0 BRADLEY JACOBS 2.00 X 0 0 0 SUSAN MANDRY 1.00 X X 0 0 0 CHARLOTTE TSOUCALAS 1.00 X X 0 0 0 JOHN WOOD 2.00 X X 0 0 0 BONNIE CARROLL 70.00 X X 163500 0 1524 163500 0 1524 1 0 1 0 SIMPLEX DESIGN 17853 W PERSHING STREET SURPRISE AZ 85388 PRODUCTION DESIGN 218545 UNIVERSITY BEHAVIORAL HEALTH CENTER PO BOX 416702 BOSTON MA 02241 HELPLINE 186592 LW ROBBINS ASSOCIATES 201 SUMMER STREET HOLLISTON MA 01746 DIRECT MAIL 121550 NANCY KAPLAN 9208 PAVONIA CT POTOMAC MD 20854 HUMAN RESOURCES 110625 4 337693 4880925 1032228 5218618 SEMINAR REGISTRATIONS 624100 179350 179350 179350 41928 41928 531 531 147015 143667 88366 3348 -88366 -85018 -85018 1321500 337693 389165 932335 932335 101459 0 101459 101459 OTHER INCOME 999999 3369 3369 3369 6392572 179350 0 994604 X 979500 979500 155422 116566 23313 15543 1828988 1534183 147584 147221 98204 81427 6711 10066 131823 109641 11242 10940 9008 9008 50575 50575 232700 232700 6584 6584 805554 544504 218550 42500 42322 34699 250 7373 958320 679828 129276 149216 116869 55108 61761 188396 136740 51656 726390 695374 52 30964 695748 673259 22489 37507 37507 13389 13389 ALL OTHER EXPENSES 141850 87868 46646 7336 FUNDRAISING FEES 20294 20294 PROFESSIONAL DEVELOPMEN 13848 11580 1142 1126 OTHER PROGRAM EXPENSES 10887 10887 7264178 5751164 837735 675279 2857864 2712659 653650 626384 747449 107610 60841 40099 89780 4790 85289 84990 31779 44525 76048 40255 0 19870 4512920 3676392 495751 448087 0 56184 495751 504271 X 3297169 2511233 720000 660888 4017169 3172121 4512920 3676392 -871606 26558 0 X 0 1 X 1 0 X 8393478 2651423 4819163 7422488 5218618 28505170 8393478 2651423 4819163 7422488 5218618 28505170 1617496 26887674 19132 6574 4883 19170 42459 92218 33139 81423 3074 384 3369 121389 28718777 770988 0.93620 0.99110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89780 4790 84990 84990 DEFERRED RENT 56184 56184 X 6801711 26558 389165 415723 6385988 6584 6584 6392572 7646759 389165 389165 7257594 6584 6584 7264178 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: TAPS IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TAPS HAS ADOPTED THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE ORGANIZATION'S 2010, 2011, AND 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 389,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 389,165. X X X X X 1 HAYES GROUP 6849 OLD DOMINION DRIVE SUITE 420 MCLEAN VA 22101 GALA 1 1283985 105000 1178985 LYNNE COTRELL 2576 S LANSING WAY AURORA CO 80014 GOLF TOURNAMENT 1 375208 50010 325198 1659193 155010 1504183 AL AK AZ 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 WA WV WI WY 2013 HONOR GUARD GALA 1283985 145250 1138735 18435 78938 44134 147488 COLORADO GOLF CLASSIC 375208 192443 182765 14455 26591 3319 55805 1659193 337693 1321500 32890 105529 47453 203293 389165 932335 1 HERO MILES 653 979500 BOOK AIRLINE TICKETS TO SURVIVORS THE ORGANIZATION MAINTAINS RECORDS OF CASH RECEIPTS AND CASH DISBURSEMENTS FOR EACH PROGRAM. IN CERTAIN SITUATIONS SEPARATE AND DISTINCT CASH ACCOUNTS HAVE BEEN ESTABLISHED. THE CASH ACCOUNTS ARE RECONCILED ON A MONTHLY BASIS AND ALL DISBURSEMENTS REQUIRE VARIOUS LEVELS OF APPROVAL. X X X X X 0 0 0 0 0 0 0 0 0 BONNIE CARROLL 150000 0 13500 0 0 0 0 0 1524 0 165024 0 0 0 X FOOD 2500 33401 FAIR MARKET VALUE X TOYS 5000 6955 FAIR MARKET VALUE X AIRLINE TICKETS 653 979500 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS COMPROMISED OF TWO OR MORE MEMBERS OF THE BOARD. EXCEPT AS OTHERWISE PROVIDED BY LAW OR THE CERTIFICATE OF INCORPORATION OR THESE BYLAWS, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD. THE AUTHORITY OF THE EXECUTIVE COMMITTEE SHALL SPECIFICALLY INCLUDE, BUT NOT BE LIMITED TO, THE POWER TO ESTABLISH SUBSIDIARIES (FOR-PROFIT AND NON-PROFIT) AND ADOPT A CERTIFICATE OF OWNERSHIP AND MERGER OF THE CORPORATION WITH A SUBSIDIARY PURSUANT TO PROVISIONS OF THE ALASKA CORPORATION CODE AND THE ALASKA NONPROFIT CORPORATION ACT. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WITH THE ASSISTANCE OF THE ORGANIZATION'S ACCOUNTING MANAGER. THE RETURN IS SUBMITTED TO THE BOARD FOR APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A NON-DISCLOSURE AND NON-COMPETE IS SIGNED BY ALL EMPLOYEES, INTERNS AND CONSULTANTS. EMPLOYEES MUST ALSO SUBMIT OTHER BOARD POSITIONS HELD AND OTHER EMPLOYMENT TO THE COMPANY FOR APPROVAL. THE CONFLICT OF INTEREST POLICY OF TAPS COVERS ALL DIRECTORS AND OFFICERS OF THE ORGANIZATION ALONG WITH ANY SPOUSE OR CHILD OF ANY DIRECTOR OR OFFICER. THE POLICY REQUIRES ANNUAL DISCLOSURE OF CONFLICTS THAT MAY GIVE RISE TO A POTENTIAL CONFLICT. ALL DETERMINATIONS OF THE CONFLICT IS MADE AT THE BOARD LEVEL. ANY DIRECTOR OR OFFICER WHO HAS A CONFLICT OF INTEREST IS RECUSED FROM PARTICIPATING IN THE DECISION MAKING, UNLESS A MAJORITY OF THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS VOTING ON SUCH TRANSACTION DECIDES OTHERWISE. THE INDIVIDUAL WITH A CONFLICT MAY NOT VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A WHEN DETERMINING COMPENSATION FOR THE PRESIDENT, THE TAPS HR CONSULTANT PREPARES A DOCUMENT WITH SALARY COMPARATIVES WITH REGION, SIZE AND INDUSTRY. THIS IS PRESENTED TO THE HR COMMITTEE OF THE BOARD OF DIRECTORS. ONCE REVIEWED IT IS PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL. THIS PROCESS WAS MOST RECENTLY COMPLETED IN JULY 2013. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 544,504. MANAGEMENT AND GENERAL EXPENSES 218,550. FUNDRAISING EXPENSES 42,500. TOTAL EXPENSES 805,554. EXPLANATION OF ONE TIME TEMPORARY INCREASE IN ADMINISTRATIVE COST FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES SINCE ITS FOUNDING IN 1994 AND UNTIL 2006, TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS (TAPS) HAS BEEN CO-LOCATED WITH GENEROUS PARTNER ORGANIZATIONS, INCLUDING THE HOSPICE FOUNDATION OF AMERICA, IN FURNISHED OFFICE SPACES AT NO COST TO THE ORGANIZATION. IN 2006, TAPS LEASED A SMALL FURNISHED OFFICE SPACE IN WASHINGTON, DC. AS THE WARS IN IRAQ AND AFGHANISTAN CONTINUED AND MILITARY CASUALTIES MOUNTED, TAPS GREW TO MEET THE NEED. TO PROPERLY SUPPORT THE RECENT DRAMATIC INCREASE IN THE SURVIVOR POPULATION AND DELIVER THE PROGRAMS NEEDED TO ASSIST THOSE GRIEVING THE LOSS OF A LOVED ONE SERVING IN THE ARMED FORCES, TAPS WAS REQUIRED TO FIND SPACE FOR OUR PROGRAM STAFF CONDUCTING CORE SERVICES, INCLUDING THE 24/7 NATIONAL MILITARY SURVIVOR HELPLINE, THE COMMUNITY BASED CARE PROGRAM, AND THE NATIONAL PEER SUPPORT NETWORK. TAPS NEW NATIONAL HEADQUARTERS OPENED IN JANUARY, 2013 AND FOR THE FIRST TIME HAS COMFORTABLE FACILITIES TO WELCOME LOCAL AND VISITING MILITARY FAMILIES, ESPECIALLY THOSE VISITING LOVED ONES AT ARLINGTON NATIONAL CEMETERY, AND HOST "TAPS CARE GROUPS" ON SITE FOR FAMILIES TO GRIEVE WITH OTHERS. THE RESULTING ONE-TIME EXPENSES FOR FURNISHINGS AND OCCUPANCY APPEAR ON THIS IRS 990, BUT THE BENEFIT TO THE FAMILIES OF OUR NATION'S FALLEN HEROES WILL CONTINUE TO SERVE THE OVER 50,000 BEREAVED LOVED ONES CURRENTLY IN TAPS CARE AND THOSE YET TO COME FOR MANY YEARS.