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Object ID: 202210769349301506 - Rendered 2024-05-03
TIN: 20-2370934
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
A
For the 2020 calendar year, or tax year beginning
10-01-2020
, and ending
09-30-2021
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
WOUNDED WARRIOR PROJECT INC
Doing business as
WOUNDED WARRIOR PROJECT
Number and street (or P.O. box if mail is not delivered to street address)
4899 BELFORT ROAD NO 300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE
,
FL
32256
D Employer identification number
20-2370934
E Telephone number
G
Gross receipts $
440,724,915
F
Name and address of principal officer:
MICHAEL LINNINGTON
4899 BELFORT ROAD
JACKSONVILLE
,
FL
32256
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
WWW.WOUNDEDWARRIORPROJECT.ORG
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. (see instructions)
H(c)
Group exemption number
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
2005
M
State of legal domicile:
VA
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
THE MISSION OF WOUNDED WARRIOR PROJECT (WWP) IS TO HONOR AND EMPOWER WOUNDED WARRIORS.
2
Check this box
3
Number of voting members of the governing body (
Part VI
, line 1a)
........
3
13
4
Number of independent voting members of the governing body (
Part VI
, line 1b)
.....
4
13
5
Total number of individuals employed in calendar year 2020 (
Part V
, line 2a)
......
5
800
6
Total number of volunteers (estimate if necessary)
.............
6
338
7a
Total unrelated business revenue from
Part VIII
, column (C), line 12
........
7a
77,296
b
Net unrelated business taxable income from Form 990-T, line 39
.........
7b
69,149
Prior Year
Current Year
8
Contributions and grants (
Part VIII
, line 1h)
.........
268,863,639
316,069,220
9
Program service revenue (
Part VIII
, line 2g)
.........
0
0
10
Investment income (
Part VIII
, column (A), lines 3, 4, and 7d )
....
12,948,560
18,999,546
11
Other revenue (
Part VIII
, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
5,556,478
3,896,380
12
Total revenue—add lines 8 through 11 (must equal
Part VIII
, column (A), line 12)
287,368,677
338,965,146
13
Grants and similar amounts paid (
Part IX
, column (A), lines 1–3 )
...
57,799,019
54,124,591
14
Benefits paid to or for members (
Part IX
, column (A), line 4)
.....
0
0
15
Salaries, other compensation, employee benefits (
Part IX
, column (A), lines 5–10)
75,631,194
78,446,542
16a
Professional fundraising fees (
Part IX
, column (A), line 11e)
.....
8,992,756
6,999,975
b
Total fundraising expenses (
Part IX
, column (D), line 25)
69,379,424
17
Other expenses (
Part IX
, column (A), lines 11a–11d, 11f–24e)
....
133,955,390
155,726,053
18
Total expenses. Add lines 13–17 (must equal
Part IX
, column (A), line 25)
276,378,359
295,297,161
19
Revenue less expenses. Subtract line 18 from line 12
.......
10,990,318
43,667,985
Beginning of Current Year
End of Year
20
Total assets (
Part X
, line 16)
.............
388,388,385
450,884,124
21
Total liabilities (
Part X
, line 26)
.............
61,956,266
60,938,488
22
Net assets or fund balances. Subtract line 21 from line 20
.....
326,432,119
389,945,636
Part II
Signature Block
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Signature of officer
Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
Check
if
self-employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2020)
Form 990 (2020)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this
Part III
..............
1
Briefly describe the organization’s mission:
THE MISSION OF WWP IS TO HONOR AND EMPOWER WOUNDED WARRIORS. WWP SERVES VETERANS AND SERVICE MEMBERS WHO INCURRED A PHYSICAL OR MENTAL INJURY, ILLNESS, OR WOUND, CO-INCIDENT TO THEIR MILITARY SERVICE ON OR AFTER SEPT 11, 2001.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
.....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
...........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
77,014,629
including grants of $
35,190,068
) (Revenue $
)
BRAIN HEALTH & MENTAL HEALTH WELLNESS PROGRAMS - THROUGH WWP'S BRAIN HEALTH AND MENTAL HEALTH WELLNESS PROGRAMS, WWP HONORS ITS COMMITMENT TO BE THERE FOR THIS GENERATION OF WOUNDED, ILL OR INJURED SERVICE MEMBERS - NO MATTER HOW LONG OR DIFFICULT THEIR ROAD TO RECOVERY. INTERACTIVE PROGRAMS, REHABILITATIVE RETREATS, AND PROFESSIONAL HEALTHCARE SERVICES PROVIDE WARRIORS WITH THE TOOLS TO DEVELOP AND MAINTAIN HEALTHY, MEANINGFUL RELATIONSHIPS, SET GOALS FOR THE FUTURE, AND BUILD RESILIENCE WITHOUT THE BARRIERS OR STIGMAS ASSOCIATED WITH MENTAL HEALTH ISSUES. IN ORDER TO ENSURE THAT WARRIORS AND FAMILY MEMBERS RECEIVE HIGH-QUALITY CARE IN A TIMELY MANNER, WWP UTILIZES A DEDICATED TRIAGE TEAM THAT PROVIDES APPROPRIATE REFERRALS INTO WWP'S MENTAL HEALTH PROGRAMS. SEE SCHEDULE OMORE THAN 43,000 HOURS OF MENTAL HEALTH TREATMENT WAS PROVIDED. 3,979 TOTAL WARRIORS AND FAMILY SUPPORT MEMBERS WERE SERVED THROUGH MENTAL HEALTH OUTREACH AND REFERRALS, AND 17,786 COUNSELING SESSIONS WERE DELIVERED TO WARRIORS AND THEIR FAMILIES. TOTAL BRAIN HEALTH AND MENTAL HEALTH WELLNESS PROGRAMS EXPENSES WERE $77,014,629, INCLUDING GRANTS OF $35,190,068, FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. WWP PROVIDES THE FOLLOWING BRAIN HEALTH AND MENTAL HEALTH WELLNESS PROGRAMS:PROJECT ODYSSEY: WWP'S PROJECT ODYSSEY IS A 12-WEEK MENTAL HEALTH PROGRAM THAT USES ADVENTURE-BASED LEARNING TO HELP WARRIORS MANAGE AND OVERCOME THEIR INVISIBLE WOUNDS, ENHANCE THEIR RESILIENCY SKILLS, AND EMPOWER THEM TO LIVE PRODUCTIVE AND FULFILLING LIVES. THE PROGRAM STARTS WITH A FIVE-DAY MENTAL HEALTH WORKSHOP, WHERE WARRIORS ARE CHALLENGED TO STEP OUTSIDE THE COMFORT OF THEIR EVERYDAY ROUTINES. THIS OPENS THEM UP TO NEW EXPERIENCES THAT HELP THEM DEVELOP THEIR COPING AND COMMUNICATION SKILLS. AFTER THE WORKSHOP, PARTICIPANTS WORK TOGETHER WITH WWP TO STAY ENGAGED, ACHIEVE THEIR PERSONAL GOALS, AND MAKE LIFELONG POSITIVE CHANGES. DURING FISCAL YEAR 2021, 1,319 PARTICIPANTS PARTICIPATED IN A PROJECT ODYSSEY PROGRAM.WWP TALK: WWP TALK IS A TELEPHONIC EMOTIONAL SUPPORT PROGRAM THAT BREAKS DOWN THE BARRIERS OF ISOLATION AND HELPS BOTH WARRIORS AND FAMILY MEMBERS PLAN INDIVIDUALIZED PATHS TOWARD PERSONAL GROWTH. PARTICIPANTS WORK ONE-ON-ONE WITH A DEDICATED TEAM MEMBER DURING WEEKLY EMOTIONAL SUPPORT CALLS. TOGETHER, THEY SET TANGIBLE GOALS AND DEVELOP SKILLS THAT LEAD TO POSITIVE CHANGES, LIKE INCREASED RESILIENCE AND IMPROVED PSYCHOLOGICAL WELL-BEING. WWP SERVED 1,839 PARTICIPANTS THROUGH MORE THAN 22,000 EMOTIONAL SUPPORT CALLS, IN THE WWP TALK PROGRAM IN FISCAL YEAR 2021. 98% OF WWP TALK PARTICIPANTS WERE SATISFIED WITH THE PROGRAM.WARRIOR CARE NETWORK: TO ACCELERATE THE DEVELOPMENT OF ADVANCED MODELS OF MENTAL HEALTH CARE, WWP PARTNERS WITH FOUR WORLD-RENOWNED ACADEMIC MEDICAL CENTERS (AMCS) TO FORM WARRIOR CARE NETWORK, LEVERAGING OUR COLLECTIVE COMMITMENT AND EXPERTISE. PARTNERING WITH EMORY UNIVERSITY, MASSACHUSETTS GENERAL HOSPITAL, RUSH UNIVERSITY MEDICAL CENTER, AND UCLA HEALTH SCIENCES DEVELOPMENT, THE WARRIOR CARE NETWORK TREATMENT MODEL PROVIDES A YEAR'S WORTH OF MENTAL HEALTH CARE DURING A TWO-TO-THREE-WEEK INTENSIVE OUTPATIENT PROGRAM. WARRIORS WHO COMPLETE THE PROGRAM HAVE SEEN A SIGNIFICANT IMPROVEMENT IN PTSD AND DEPRESSION SYMPTOMS, TRANSLATING TO INCREASED RESILIENCY AND IMPROVED QUALITY OF LIFE. WARRIOR CARE NETWORK PROVIDES VETERANS WITH A PATH TO LONG-TERM WELLNESS, IMPROVING THE WAY WARRIORS ARE TREATED TODAY AND FOR GENERATIONS TO COME.THE WARRIOR CARE NETWORK CONTINUES TO EXPAND ITS ADVANCED MODELS OF MENTAL HEALTHCARE BEYOND PTSD TO INCLUDE TREATMENT FOR TRAUMATIC BRAIN INJURY, SUBSTANCE USE DISORDER, AND OTHER INVISIBLE WOUNDS OF WAR.DURING THE YEAR, WARRIOR CARE NETWORK SERVED 709 VETERANS IN INTENSIVE OUTPATIENT PROGRAMS AND 1,810 VETERANS IN TRADITIONAL OUTPATIENT THERAPY. IN ADDITION, THE NETWORK PROVIDED TREATMENT AND PSYCHOEDUCATION TO 728 VETERAN FAMILY MEMBERS/CAREGIVERS. TREATMENT OUTCOMES SHOW SIGNIFICANT REDUCTIONS IN POST-TRAUMATIC STRESS DISORDER (PTSD) SYMPTOMS FOR BOTH VETERANS AND FAMILY MEMBERS. IN RESPONSE TO PATIENT DEMAND, THE NETWORK ALSO PROVIDED GRANTS TO TREAT VETERANS WITH PTSD AND CO-OCCURRING TRAUMATIC BRAIN INJURY (TBI) AND/OR SUBSTANCE USE DISORDER (SUD). IN THE INTENSIVE OUTPATIENT PROGRAM, WARRIOR CARE NETWORK HELPED VETERANS EXPERIENCING PTSD SIGNIFICANTLY REDUCE THEIR SYMPTOMS IN JUST 2-3 WEEKS. THE MAJORITY OF WARRIORS REPORTING SEVERE PTSD SYMPTOMS AT THE BEGINNING OF THE PROGRAM ARE PROVIDED EVIDENCE-BASED TREATMENT THAT REDUCES THEIR SYMPTOMS TO A MILD OR MODERATE LEVEL AT THE END OF THE PROGRAM. WARRIOR CARE NETWORK USES CLINICALLY VALIDATED ASSESSMENTS TO TRACK THIS REDUCTION IN SYMPTOMS. ADDITIONALLY, IN SATISFACTION SURVEYS, 96% OF PARTICIPANTS INDICATED THAT THEY WERE SATISFIED WITH THE CARE THEY RECEIVED AND 95% INDICATED THAT THEY WOULD TELL A FELLOW WARRIOR ABOUT THE PROGRAM.WWP ISSUED MONETARY GRANTS TO AMCS IN THE WARRIOR CARE NETWORK TOTALING $34,239,668, SEE SCHEDULE I FOR THE YEAR ENDED SEPTEMBER 30, 2021.WWP'S WARRIOR CARE NETWORK GRANT AGREEMENTS HAVE SIGNIFICANT FUTURE CONDITIONS, AND ACCORDINGLY, A PORTION OF THE EXPENSE FOR THOSE GRANTS WILL NOT BE RECOGNIZED UNTIL SPECIFIC CONDITIONS ARE SATISFIED. AS OF SEPTEMBER 30, 2021, FUTURE CONDITIONAL PAYMENTS ON THESE GRANT AGREEMENTS ARE ESTIMATED TO BE PAID AS FOLLOWS:2022 $ 32,711,3032023 $ 38,109,0852024 $ 38,905 TOTAL $ 70,859,293 COMPLEX CASE COORDINATION: WWP'S COMPLEX CASE COORDINATION TEAM SERVES WARRIORS UNDER UNIQUE CIRCUMSTANCES WHICH ARE MULTI-FACETED AND REQUIRE URGENT ACTION. THESE CASES CANNOT BE ADDRESSED BY ONE EXISTING WWP PROGRAM, AS THEY SPAN ACROSS FOCUS AREAS, INVOLVING MULTIPLE PROGRAMS AND EXTERNAL RESOURCES. THE TEAM IS COMPRISED OF SUBJECT MATTER EXPERTS FROM MULTIPLE FOCUS AREAS, ALLOWING THEM TO ADDRESS ALL COMPONENTS OF THE CASE CONCURRENTLY AND WITH AN INTEGRATED APPROACH. THIS PROGRAM CONNECTS WARRIORS TO INPATIENT AND OUTPATIENT PROGRAMS WITHIN THE VETERAN AFFAIRS (VA) AND COMMUNITY CARE NETWORK IN A COORDINATED AND COLLABORATIVE EFFORT. WWP SERVED 476 PARTICIPANTS THROUGH THE COMPLEX CASE COORDINATION PROGRAM.
4b
(Code:
) (Expenses $
35,302,577
including grants of $
4,164,381
) (Revenue $
)
FINANCIAL WELLNESS PROGRAMS - AN IMPORTANT COMPONENT OF SUCCESSFUL TRANSITION TO CIVILIAN LIFE FOR WOUNDED SERVICE MEMBERS IS THE OPPORTUNITY TO PURSUE A MEANINGFUL CAREER, ACHIEVE FINANCIAL STABILITY, AND PROVIDE FOR HIS OR HER FAMILY. TOTAL FINANCIAL WELLNESS PROGRAMS EXPENSES WERE $35,302,577, INCLUDING GRANTS OF $4,164,381, FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. WWP PROVIDES THE FOLLOWING FINANCIAL WELLNESS PROGRAMS: SEE SCHEDULE OBENEFITS: WWP'S BENEFITS TEAM ADVOCATES FOR INJURED VETERANS AND THEIR FAMILY MEMBERS TO OBTAIN THEIR WELL-EARNED GOVERNMENT BENEFITS. WWP'S VA-CERTIFIED TEAM OF REPRESENTATIVES PROVIDES WARRIORS AND FAMILY MEMBERS WITH THE SUPPORT AND QUALIFIED HELP NEEDED TO NAVIGATE THE BENEFITS CLAIMS PROCESS. THE BENEFITS TEAM HELPS WARRIORS AND THEIR FAMILIES TO UNDERSTAND THEIR OPTIONS, RECEIVE THEIR BENEFITS, AND REMAIN FOCUSED ON THEIR RECOVERIES. IN FISCAL YEAR 2021, THERE WERE APPROXIMATELY 35,807 ISSUES AWARDED ON BEHALF OF WARRIORS THROUGH BENEFITS SERVICE, WITH AN ECONOMIC IMPACT OF $159.3 MILLION.WARRIORS TO WORK: WWP'S WARRIORS TO WORK PROGRAM PROVIDES WARRIORS AND THEIR FAMILY MEMBERS WITH THE RESOURCES AND ASSISTANCE THEY NEED TO BE SUCCESSFUL IN THE CIVILIAN WORKFORCE. THROUGH PERSONALIZED SERVICES, PARTICIPANTS RECEIVE ACCESS TO JOB PLACEMENT OPPORTUNITIES, RESUME WRITING ASSISTANCE, INTERVIEW PREPARATION, AND NETWORKING OPPORTUNITIES. PROGRAM PARTICIPANTS LEARN THE SKILLS NECESSARY TO FIND MEANINGFUL EMPLOYMENT, LIVE FINANCIALLY RESILIENT LIVES, AND ARE EMPOWERED TO REACH THEIR HIGHEST CAREER AMBITIONS. IN FISCAL YEAR 2021, 2,109 WARRIORS AND FAMILY MEMBERS THAT PARTICIPATED IN THE WARRIORS TO WORK PROGRAM WERE PLACED IN POSITIONS, WITH AN AVERAGE FULL-TIME SALARY OF $57,367 AND AN AVERAGE PART-TIME SALARY OF $21,032, WHICH HAD AN ESTIMATED ECONOMIC IMPACT OF $102.6 MILLION BASED ON ANNUALIZED EMPLOYMENT COMPENSATION.EMERGENCY FINANCIAL ASSISTANCE: WWP'S PROGRAMS AND SERVICES ARE BUILT TO GUIDE WARRIORS TOWARD THEIR NEXT MISSION IN LIFE. ALONG THAT JOURNEY, UNEXPECTED CHALLENGES AND EMERGENCIES CAN HAPPEN THAT CAN SET A WARRIOR'S RECOVERY PROGRESS BACK SIGNIFICANTLY. THE WWP EMERGENCY FINANCIAL ASSISTANCE SERVICE PROVIDES GRANTS TO WARRIORS WHO ARE UP AGAINST THE MOST URGENT AND CRITICAL FINANCIAL CHALLENGES SO THEY CAN BUILD THE BEST LIVES FOR THEMSELVES AND THEIR FAMILIES. WWP ALSO OFFERS A FINANCIAL EDUCATION PROGRAM THAT EMPOWERS WARRIORS TO TAKE CHARGE OF AND MANAGE THEIR FINANCES TO BUILD A STRONG FOUNDATION FOR THEMSELVES AND THEIR FAMILIES. THE PROGRAM OFFERS A VARIETY OF OPPORTUNITIES, SUCH AS EDUCATIONAL SEMINARS, ONE-ON-ONE COUNSELING, AND ONLINE RESOURCES, THAT EQUIP WARRIORS WITH THE TOOLS AND SUPPORT THEY NEED TO ACHIEVE FINANCIAL WELLNESS TODAY AND FOR A BETTER TOMORROW. WWP ISSUED GRANTS TO 518 WARRIORS TOTALING $1,304,381. SEE SCHEDULE I, PART III
4c
(Code:
) (Expenses $
29,477,695
including grants of $
) (Revenue $
)
CONNECTION PROGRAMS - WHEN WOUNDED, ILL, AND INJURED SERVICE MEMBERS RETURN HOME AND BEGIN THEIR ADJUSTMENT TO CIVILIAN LIFE, MAINTAINING A NETWORK OF SUPPORT WITH OTHER VETERANS IS VITAL TO A SUCCESSFUL TRANSITION. FURTHER, ON-GOING CONNECTION WITH PEERS AND A SUPPORTIVE COMMUNITY IS CRITICAL IN DECREASING WARRIOR ISOLATION. WWP CONNECTION PROGRAMS PROVIDE MEANINGFUL OPPORTUNITIES FOR WARRIORS AND FAMILIES TO BOND WITH THEIR PEERS AND LOCAL COMMUNITIES. THROUGH EDUCATIONAL, RECREATIONAL, AND FAMILY-ORIENTED ACTIVITIES, WARRIORS GAIN A RENEWED SENSE OF CAMARADERIE. THESE OPPORTUNITIES INTRODUCE VETERANS TO NEW EXPERIENCES, AND TO THE CARE AND SUPPORT THEY NEED THROUGHOUT THEIR JOURNEY. SEE SCHEDULE OWWP HAD 158,808 WARRIORS AND 40,808 FAMILY MEMBERS REGISTERED AS OF SEPTEMBER 30, 2021. TOTAL CONNECTION PROGRAMS EXPENSES WERE $29,477,695, FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. WWP PROVIDES THE FOLLOWING CONNECTION PROGRAMS:ALUMNI: VETERANS WHO REGISTER WITH AND JOIN WWP ARE CALLED ALUMNI. THE ALUMNI PROGRAM PROVIDES SUPPORT AND CAMARADERIE FOR WOUNDED WARRIORS AND THEIR FAMILY MEMBERS THROUGH COMMUNICATION, CONNECTION EVENTS AND NETWORKING. IT OFFERS A WIDE RANGE OF ACTIVITIES INCLUDING SKILL BUILDING EDUCATIONAL SESSIONS, SPORTING EVENTS, PERSONAL AND PROFESSIONAL DEVELOPMENT SUMMITS AND RECREATIONAL EVENTS THAT PROVIDE INDIVIDUALS A CHANCE TO ENGAGE WITH OTHER WOUNDED WARRIORS AND FAMILY MEMBERS. 52,585 WARRIORS AND 20,016 FAMILY SUPPORT MEMBERS WERE SERVED THROUGH THE ALUMNI PROGRAM. 96% OF THOSE WHO PARTICIPATED IN ALUMNI PROGRAM ACTIVITIES WERE SATISFIED WITH THE PROGRAM. THE ALUMNI PROGRAM ALSO PROVIDES BEDSIDE CARE, COMFORT, AND BACKPACKS TO WOUNDED SERVICE MEMBERS ARRIVING AT U.S. MILITARY TREATMENT FACILITIES AND VA POLYTRAUMA REHABILITATION CENTERS. WWP BACKPACKS CONTAIN CLOTHING AND PERSONAL ITEMS TO MAKE A WARRIOR'S HOSPITAL STAY MORE COMFORTABLE, AS WELL AS AN ENTRY POINT INTO WWP'S PROGRAMS AS THEY TRANSITION THROUGH CARE. WARRIORS WHO ARE INJURED OVERSEAS AND EVACUATED FROM FIELD HOSPITALS TO LARGER MILITARY TREATMENT FACILITIES ABROAD RECEIVE A TRANSITIONAL CARE PACK ("TCP"), WHICH INCLUDES CLOTHING AND TOILETRIES FOR THEIR IMMEDIATE COMFORT. WWP DELIVERED 35 BACKPACKS AND 320 TCPS TO WOUNDED WARRIORS IN FISCAL YEAR 2021. SINCE WWP'S INCEPTION, 6,037 BACKPACKS AND 47,578 TCPS HAVE BEEN DELIVERED TO WOUNDED WARRIORS.INTERNATIONAL SUPPORT: LANDSTUHL REGIONAL MEDICAL CENTER ("LRMC"), LOCATED IN LANDSTUHL, GERMANY, IS ONE OF THE FIRST LOCATIONS WARRIORS ARE MEDICALLY EVACUATED TO WHEN INJURED OVERSEAS, ESPECIALLY FROM COMBAT ZONES IN THE MIDDLE EAST REGION OF THE WORLD AND AFGHANISTAN. MOST OF THE TIME THEIR BELONGINGS ARE NOT TRANSPORTED WITH THEM. WWP ENDEAVORS TO MAKE THEIR HOSPITAL STAY AND TRAVEL BACK TO THE UNITED STATES AS COMFORTABLE AS POSSIBLE. WWP HAS DEDICATED PERSONNEL AND RESOURCES AT LRMC THAT DISTRIBUTE TCPS, PROVIDE SUPPORT FOR EVENTS AND VISITATION, AND EDUCATE WARRIORS AND FAMILIES ON WWP'S FREE PROGRAMS AND SERVICES.PEER SUPPORT: DURING MILITARY SERVICE, WARRIORS FORM BONDS WITH ONE ANOTHER THAT ARE AS STRONG AS FAMILY TIES; WWP UNDERSTANDS THAT NO ONE KNOWS WHAT A WARRIOR IS GOING THROUGH BETTER THAN SOMEONE WHO HAS BEEN THERE. WWP'S PEER SUPPORT PROGRAM IS COMPOSED OF SMALL, WARRIOR-ONLY GROUPS LED BY PEERS WHO HAVE OVERCOME CHALLENGES AND EXPERIENCED SUCCESS TRANSITIONING TO CIVILIAN LIFE. AS PEER SUPPORT GROUP LEADERS, THEY ARE NOW LIVING THE WWP LOGO; CARRYING OTHER WARRIORS WHEN THEY NEED IT THE MOST. THESE WARRIORS ARE GIVING BACK TO THEIR FELLOW VETERANS BY PROVIDING THEM WITH A SAFE, JUDGMENT-FREE ENVIRONMENT TO CONNECT WITH THEIR PEERS AND STRENGTHEN THE BONDS OF SHARED SERVICE. THE PEER SUPPORT PROGRAM SERVED 16,270 ATTENDEES AT PEER FACILITATED EVENTS AND SUPPORT GROUPS IN FISCAL YEAR 2021.RESOURCE CENTER: WARRIORS AND FAMILY MEMBERS REGISTERING WITH WWP OFTEN COMMUNICATE WITH THE RESOURCE CENTER FIRST. THE TEAM WELCOMES WARRIORS AND THEIR FAMILIES INTO WWP AND SERVES AS A CONNECTION POINT AT EVERY STEP ALONG THEIR INDIVIDUAL JOURNEYS. AS THEIR NEEDS EVOLVE, THE RESOURCE CENTER CONTINUES TO LISTEN, IDENTIFY NEXT STEPS, AND CONNECT THEM WITH WWP PROGRAMS AS WELL AS OTHER RESOURCES IN THEIR COMMUNITY. THE RESOURCE CENTER SERVICED 42,216 INCOMING CONTACTS INCLUDING CALLS, IN-PERSON, FAX, EMAIL, AND LIVE CHATS IN FISCAL YEAR 2021.
(Code:
) (Expenses $
68,000,559
including grants of $
14,770,142
) (Revenue $
)
INDEPENDENCE PROGRAMWWP'S INDEPENDENCE PROGRAM PROVIDES LONG-TERM SUPPORT TO CATASTROPHICALLY WOUNDED WARRIORS LIVING WITH INJURIES SUCH AS A MODERATE TO SEVERE TRAUMATIC BRAIN INJURY, SPINAL CORD INJURY, OR NEUROLOGICAL CONDITIONS THAT IMPACTS THEIR INDEPENDENCE. THE PROGRAM IS DESIGNED TO SUPPORT WARRIORS WHO, WITHOUT HIGH-TOUCH SERVICES, WOULD STRUGGLE TO LIVE DAY TO DAY DUE TO THE SEVERITY OF THEIR INJURIES. WWP CONTRACTS WITH SPECIALIZED CASE MANAGER TEAMS TO INCREASE ACCESS TO COMMUNITY SERVICES, OFFER REHABILITATION THROUGH THERAPY, AND EMPOWER WARRIORS TO LIVE A MORE INDEPENDENT LIFE. SUPPLEMENTING VA CARE, SERVICES ARE HIGHLY INDIVIDUALIZED AND INCLUDE IN-HOME CARE, LIFE SKILLS COACHING, TRADITIONAL THERAPIES (PHYSICAL, OCCUPATIONAL, SPEECH, ETC.), AND ALTERNATIVE THERAPIES (ART, MUSIC, EQUINE, ETC.). BECAUSE EVERY JOURNEY IS DIFFERENT, WE WORK AS A TEAM WITH WARRIORS, THEIR FAMILY MEMBERS, AND THEIR CAREGIVERS TO SET INDIVIDUALIZED GOALS TO LIVE A FULFILLING LIFE, AT HOME, WITH THEIR LOVED ONES. AS OF SEPTEMBER 30, 2021, THERE WERE 722 WARRIORS RECEIVING SERVICES THROUGH THE INDEPENDENCE PROGRAM AT AN AVERAGE ANNUAL COST PER WARRIOR FOR CONTRACTED OUTSIDE SERVICES OF $21,390. TOTAL INDEPENDENCE PROGRAM EXPENSES WERE $28,289,538. INCLUDING GRANTS OF $4,000,000 TO THE WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TRUST (THE "TRUST"), SEE BELOW, AND A $250,000 GRANT TO GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, SEE SCHEDULE I.IN FISCAL YEAR 2021, WWP ADDED CONTINUOUS CARE SERVICES TO THIS PROGRAM. THE GOAL OF CONTINUOUS CARE SERVICES IS TO EMPOWER THESE SEVERELY INJURED WARRIORS AND THEIR FAMILY MEMBERS TO PREPARE FOR THEIR FUTURE BY DEVELOPING LIFE CARE, ESTATE AND FINANCIAL PLANS. WWP PROVIDES WARRIORS AND THEIR FAMILY MEMBERS WITH FREE, THIRD-PARTY PROFESSIONAL SERVICES TO SUPPORT THIS CRITICAL LONG-TERM PLANNING. IN ADDITION, IN THE EVENT OF THE LOSS OR SEPARATION OF THEIR CAREGIVER, THE WARRIOR IS AFFORDED A CAPPED AMOUNT OF FINANCIAL SUPPORT TO HELP PAY FOR HOUSING, HOME CARE AID OR LONG-TERM FACILITY SUPPORT. THESE PROFESSIONAL SERVICES AND FINANCIAL SUPPORT ARE FUNDED BY THE TRUST.THE PURPOSE OF THE TRUST IS TO PROVIDE THE ECONOMIC MEANS TO MAINTAIN SEVERELY WOUNDED, ILL OR INJURED WARRIORS IN SETTINGS THAT ARE AS INDEPENDENT AS POSSIBLE, AND TO ASSIST WITH LONG TERM CARE NEEDS IN THE EVENT OF A WARRIOR'S SEPARATION FROM THEIR CAREGIVER. SPECIFICALLY, THE TRUST PROVIDES FUNDS TO ENSURE HOME CARE, RESIDENTIAL OPTIONS AND OTHER NECESSARY SERVICES REMAIN AVAILABLE TO THESE WARRIORS, WHO UPON THE LOSS OF THEIR CAREGIVER, ARE AT RISK FOR INSTITUTIONALIZATION. WWP IS RESPONSIBLE FOR IDENTIFYING THE WARRIORS WHO ARE MEMBERS OF THE CHARITABLE CLASS OF PERSONS SERVED BY THE TRUST. THE TRUST WILL GENERALLY MAKE APPROVED DISTRIBUTIONS DIRECTLY TO SERVICE PROVIDERS TO PROVIDE FOR THE NEEDS OF WARRIORS. DISTRIBUTIONS FOR THE BENEFIT OF A SPECIFIC WARRIOR TAKE INTO ACCOUNT HIS OR HER HEALTH, FINANCIAL NEEDS, CARE REQUIREMENTS, ABILITY TO LIVE INDEPENDENTLY, COMMUNITY-BASED RESOURCES AVAILABLE, AND IN GENERAL, SERVICES REQUIRED TO PROVIDE FOR A BETTER QUALITY OF LIFE. FURTHER, WWP TAKES INTO CONSIDERATION THE AVAILABILITY OF GOVERNMENT BENEFITS AND OTHER FORMS OF PUBLIC FUNDING AND RESOURCES THAT MAY PROVIDE FOR SOME OR ALL OF THE NEEDS OF THE WARRIOR.THE TRUST IS A TYPE I SUPPORTING ORGANIZATION, OPERATED, SUPERVISED, AND CONTROLLED BY WWP, ITS SUPPORTED ORGANIZATION. ALL FUNDS HELD BY THE TRUST MUST BE USED FOR PURPOSES DEFINED BY THE TRUST AND WILL NOT BE RETURNED TO WWP UNLESS THE TRUST IS TERMINATED. WWP DOES NOT HAVE ANY PLANS TO TERMINATE THE TRUST. A SEPARATE IRS FORM 990 IS FILED FOR THE WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TRUST. ACCORDINGLY, ALL DISTRIBUTIONS OUT OF THE TRUST ARE RECORDED IN THE TRUST'S FORM 990. DISTRIBUTIONS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2021 TOTALED $894,753. TRUST NET ASSETS TOTALED $140,979,992 AS OF SEPTEMBER 30, 2021.PHYSICAL HEALTH AND WELLNESS PROGRAMSWHEN WARRIORS COMMIT TO MAKING CHANGES TO IMPROVE THEIR HEALTH, WWP'S PHYSICAL HEALTH AND WELLNESS ("PH&W") TEAM IS READY TO ASSIST. THROUGH MOVEMENT, NUTRITIONAL EDUCATION, COACHING, GOAL-SETTING, AND SKILL-BUILDING, WARRIORS ARE EMPOWERED TO MAKE LONG-TERM CHANGES TOWARD A HEALTHIER LIFE. THE CORNERSTONE OF THE PHYSICAL HEALTH AND WELLNESS PROGRAM IS A 90-DAY COACHING PROGRAM, WHICH HELPS WARRIORS DEVELOP AN ACTIVE LIFESTYLE AND BETTER NUTRITION HABITS. WARRIORS REACH THEIR GOALS THROUGH VARIOUS ACTIVITIES AND CHALLENGES THAT HELP THEM IMPROVE THEIR PHYSICAL HEALTH, MENTAL HEALTH, AND OVERALL WELL-BEING. IN FISCAL YEAR 2021, 8,217 TOTAL WARRIORS AND FAMILY SUPPORT MEMBERS PARTICIPATED IN A COACHING MODEL-BASED PROGRAM. 43% OF PARTICIPANTS REPORTED AN IMPROVEMENT IN THEIR NUTRITIONAL QUALITY AFTER PARTICIPATION IN THE PROGRAM. 65% OF PARTICIPANTS REPORTED THAT THEY MET THE PHYSICAL ACTIVITY GUIDELINES AFTER PARTICIPATION IN THE PROGRAM. THERE WERE ALSO MORE THAN 8,200 PARTICIPANTS IN OTHER WWP PH&W PROGRAM EVENTS.PH&W ALSO OFFERS AN ADAPTIVE SPORTS PROGRAM THAT EMPOWERS WARRIORS TO UNLEASH THEIR HIGHEST POTENTIAL BY PARTICIPATING IN MODIFIED ATHLETIC OPPORTUNITIES DESIGNED FOR THEIR INDIVIDUAL ABILITIES. THROUGH SINGLE AND MULTI-DAY CLINICS, WARRIORS LEARN TO USE ADAPTIVE SPORTS EQUIPMENT AND DEVELOP ATHLETIC SKILLS. ADDITIONALLY, WARRIORS ARE INTRODUCED TO SEASONED ADAPTIVE SPORTS ATHLETES AND CONNECTED WITH LOCAL RESOURCES. THIS LAYS THE GROUNDWORK FOR THEM TO CONTINUE IMPROVING THEIR PHYSICAL FITNESS WHILE CONNECTING WITH OTHER VETERANS AND THEIR COMMUNITY THROUGH SPORT.SOLDIER RIDE: WWP'S SOLDIER RIDE IS A UNIQUE, MULTI-DAY RIDING EVENT THAT HELPS WARRIORS BUILD THEIR CONFIDENCE AND STRENGTH THROUGH SHARED PHYSICAL ACTIVITIES AND BONDS OF SERVICE IN A SUPPORTIVE ENVIRONMENT. THE PROGRAM INCORPORATES SKILL-BUILDING PRACTICES THAT ACCOMMODATE ALL ABILITY LEVELS. WARRIORS NEVER RIDE ALONE; THEY MOVE FORWARD TOGETHER, AS A UNIT, JUST AS THEY DID DURING THEIR MILITARY SERVICE. SOLDIER RIDE SERVED 1,609 PARTICIPANTS IN FISCAL YEAR 2021. 92% OF PARTICIPANTS SAID SOLDIER RIDE INCREASED THEIR OVERALL SELF-CONFIDENCE.TOTAL PHYSICAL HEALTH & WELLNESS PROGRAM EXPENSES WERE $17,284,995 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021.COMMUNITY PARTNERSHIPSWWP BELIEVES THAT NO SINGLE ORGANIZATION CAN MEET ALL THE NEEDS OF WOUNDED, INJURED, OR ILL VETERANS ALONE. THROUGH ITS COMMUNITY PARTNERSHIPS PROGRAM, WWP COLLABORATES WITH AND INVESTS IN OTHER MILITARY AND VETERAN SUPPORT ORGANIZATIONS TO AMPLIFY THE IMPACT OF WWP'S MISSION AND EXPAND OUR REACH, CREATING SYSTEMS OF SUPPORT TO FULFILL THE WIDE RANGE OF CHALLENGES OUR NATION'S INJURED VETERANS FACE. TOTAL COMMUNITY PARTNERSHIP EXPENSES WERE $15,963,309, INCLUDING MONETARY GRANTS OF $10,484,142, FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021. SEE SCHEDULE IGOVERNMENT RELATIONSAS THE VOICE OF OUR NATION'S WARRIORS IN WASHINGTON, DC, THE WWP'S GOVERNMENT RELATIONS TEAM FIGHTS TO ADDRESS THE ISSUES THAT MATTER MOST TO VETERANS. USING FEEDBACK AND INSIGHTS FROM WARRIORS, THE GOVERNMENT RELATIONS TEAM ADVOCATES FOR POLICIES AND INITIATIVES THAT MAKE A DIFFERENCE - IMPROVING THE LIVES OF MILLIONS OF VETERANS, THEIR FAMILY MEMBERS, AND CAREGIVERS. ON THE FRONT LINES OF MILITARY AND VETERAN ISSUES, WWP ADVOCATES FOR SOLUTIONS IN AREAS SUCH AS VETERANS' MENTAL HEALTH, ACCESS TO COMMUNITY CARE, WOMEN VETERAN'S CARE, RESEARCH FOR BRAIN INJURIES, TOXIC EXPOSURES, TRANSITION ASSISTANCE BENEFITS AND MORE. TOTAL GOVERNMENT RELATIONS EXPENSES WERE $6,462,717 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2021.FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES
4d
Other program services (Describe in Schedule O.)
(Expenses $
68,000,559
including grants of $
14,770,142
) (Revenue $
)
4e
Total program service expenses
209,795,460
Form
990
(2020)
Form 990 (2020)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
(see instructions)?
...
2
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C,
Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C,
Part II
.........
4
Yes
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?
If "Yes," complete Schedule C,
Part III
..
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete
Schedule D,
Part I
.........................
6
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D,
Part II
....
7
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes,"
complete Schedule D,
Part III
..............
8
No
9
Did the organization report an amount in
Part X
, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in
Part X
; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D,
Part IV
..............
9
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments?
If "Yes," complete Schedule D,
Part V
......
10
Yes
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in
Part X
, line 10?
If "Yes," complete
Schedule D,
Part VI
.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in
Part X
, line 12 that is 5% or more of its total assets reported in
Part X
, line 16?
If "Yes," complete Schedule D,
Part VII
.......
11b
No
c
Did the organization report an amount for investments—program related in
Part X
, line 13 that is 5% or more of its total assets reported in
Part X
, line 16?
If "Yes," complete Schedule D,
Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in
Part X
, line 15 that is 5% or more of its total assets reported in
Part X
, line 16?
If "Yes," complete Schedule D,
Part IX
............
11d
No
e
Did the organization report an amount for other liabilities in
Part X
, line 25?
If "Yes," complete Schedule D,
Part X
11e
Yes
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D,
Part X
11f
Yes
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete
Schedule D, Parts XI and XII
......................
12a
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
Yes
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
Yes
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
Yes
15
Did the organization report on
Part IX
, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
No
16
Did the organization report on
Part IX
, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on
Part IX
, column (A), lines 6 and 11e?
If "Yes," complete Schedule G,
Part I
(see instructions)
....
17
Yes
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on
Part VIII
, lines 1c and 8a?
If "Yes," complete Schedule G,
Part II
............
18
Yes
19
Did the organization report more than $15,000 of gross income from gaming activities on
Part VIII
, line 9a?
If "Yes," complete Schedule G,
Part III
...................
19
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on
Part IX
, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
Yes
Form
990
(2020)
Form 990 (2020)
Page
4
Part IV
Checklist of Required Schedules
(continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX
, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
Yes
23
Did the organization answer "Yes" to
Part VII
, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
Yes
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L,
Part I
....
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L,
Part I
.......................
25b
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L,
Part II
...........
26
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L,
Part III
.........................
27
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L,
Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor?
If "Yes," complete Schedule L,
Part IV
......................
28a
No
b
A family member of any individual described in line 28a?
If "Yes," complete Schedule L,
Part IV
.....
28b
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b?
If "Yes," complete Schedule L,
Part IV
.....................
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
Yes
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.................
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N,
Part I
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N,
Part II
........................
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R,
Part I
............
33
No
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R,
Part II
, III, or IV, and
Part V
, line 1
.........................
34
Yes
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R,
Part V
, line 2
...
35b
Yes
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R,
Part V
, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R,
Part VI
37
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for
Part VI
, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this
Part V
...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable
..
1a
378
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
Form
990
(2020)
Form 990 (2020)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
(continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
800
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
Yes
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
Yes
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
Yes
b
If "Yes," enter the name of the foreign country:
GM
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
Yes
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
Yes
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
Yes
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
........
8
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?
........
9a
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on
Part VIII
, line 12
...
10a
b
Gross receipts, included on Form 990,
Part VIII
, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
.........
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?
....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
..
If "Yes," complete Form 4720, Schedule O.
16
No
Form
990
(2020)
Form 990 (2020)
Page
6
Part VI
Governance, Management, and Disclosure
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines
8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this
Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
.
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.......................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in
Part VII
, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
Yes
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
Yes
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe in Schedule O how this was done
...................
12c
Yes
13
Did the organization have a written whistleblower policy?
...............
13
Yes
14
Did the organization have a written document retention and destruction policy?
.........
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
Yes
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
AL
,
AR
,
CA
,
CT
,
FL
,
GA
,
IL
,
KS
,
KY
,
MD
,
MA
,
MI
,
MN
,
MS
,
NH
,
NJ
,
NM
,
NC
,
OH
,
OR
,
PA
,
RI
,
SC
,
VA
,
WV
,
WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
ERIC MILLER
4899 BELFORT ROAD SUITE 300
JACKSONVILLE
,
FL
32256
(904) 296-7350
Form
990
(2020)
Form 990 (2020)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this
Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
DR JONATHAN WOODSON
......................................................................
CHAIR (THRU 9/2021)
5.00
.................
0.00
X
X
0
0
0
(2)
KATHLEEN WIDMER
......................................................................
VICE CHAIR/CHAIR (AS OF 9/2021)
5.00
.................
0.00
X
X
0
0
0
(3)
JOE CARAVALHO
......................................................................
DIRECTOR (AS OF 9/2021)
5.00
.................
0.00
X
0
0
0
(4)
TIFFANY DAUGHERTY
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(5)
CARI DESANTIS
......................................................................
DIRECTOR (THRU 9/2021)
5.00
.................
0.00
X
0
0
0
(6)
LISA DISBROW
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(7)
JUAN GARCIA
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(8)
MICHAEL C HALL
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(9)
KATHLEEN HILDRETH
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(10)
PATTY HOROHO
......................................................................
DIRECTOR (AS OF 9/2021)
5.00
.................
0.00
X
0
0
0
(11)
KENNETH HUNZEKER
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(12)
WILL REYNOLDS
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(13)
BILL SELMAN
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(14)
ALONZO SMITH
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(15)
RICHARD T TRYON
......................................................................
DIRECTOR
5.00
.................
0.00
X
0
0
0
(16)
MICHAEL S LINNINGTON
......................................................................
CHIEF EXECUTIVE OFFICER
50.00
.................
0.00
X
351,054
0
34,651
(17)
JENNIFER M SILVA
......................................................................
CHIEF PROGRAM OFFICER
50.00
.................
0.00
X
326,334
0
36,234
Form
990
(2020)
Form 990 (2020)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(18)
ERIC S MILLER
........................................................................
CHIEF FINANCIAL OFFICER
50.00
.......................
0.00
X
311,294
0
36,234
(19)
GARY A CORLESS
........................................................................
CHIEF DEVELOPMENT OFFICER
50.00
.......................
0.00
X
311,294
0
32,020
(20)
CHRISTOPHER TONER
........................................................................
CHIEF OF STAFF
50.00
.......................
0.00
X
270,934
0
33,540
(21)
KATHRYN BONGIOVANNI
........................................................................
SEC AND GEN COUNSEL
50.00
.......................
0.00
X
139,614
0
16,180
(22)
JOHN T HAMRE III
........................................................................
VP DIRECT RESPONSE
50.00
.......................
0.00
X
273,399
0
17,985
(23)
MICHAEL RICHARDSONTHRU 42021
........................................................................
VP INDEPENDENCE & MENTAL HEALTH
50.00
.......................
0.00
X
237,405
0
32,342
(24)
ANGELA STROHL
........................................................................
VP HUMAN RESOURCES
50.00
.......................
0.00
X
228,208
0
33,557
(25)
SCOTT COSTER
........................................................................
VP INFORMATION TECHNOLOGY
50.00
.......................
0.00
X
228,682
0
30,890
(26)
TRACY FARRELL
........................................................................
VP ENGAGEMENT & PHYSICAL HLTH
50.00
.......................
0.00
X
228,208
0
15,391
1b
Sub-Total
................
c
Total from continuation sheets to
Part VII
, Section A
....
d
Total (add lines 1b and 1c)
...........
2,906,426
0
319,024
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
105
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
Yes
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
NEURO COMMUNITY CARE
12520 CAPITAL BLVD STE 401-139
WAKE FOREST
,
NC
27587
INDEPENDENCE PROGRAM
10,281,711
CREATIVE DIRECT RESPONSE INC
16900 SCIENCE DRIVE STE 210
BOWIE
,
MD
20715
DIRECT RESPONSE
3,700,815
NEURO-REHAB MANAGEMENT INC
800 WEST CUMMINGS PARK STE 4950
WOBURN
,
MA
01801
INDEPENDENCE PROGRAM
3,024,515
BIS GLOBAL INC
8200 GREENSBORO DR STE 1500
MCLEAN
,
VA
22102
DIRECT RESPONSE
2,304,633
TV FUNDRAISING SOLUTIONS LLC DBA DIRECT
4200 PARLIAMENT PLACE 3RD FLOOR
LANHAM
,
MD
20706
DIRECT RESPONSE
2,170,258
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
58
Form
990
(2020)
Form 990 (2020)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this
Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
1a
Federated campaigns
..
1a
535,396
b
Membership dues
..
1b
c
Fundraising events
..
1c
850,247
d
Related organizations
1d
e
Government grants (contributions)
1e
f
All other contributions, gifts, grants, and similar amounts not included above
1f
314,683,577
g
Noncash contributions included in lines 1a - 1f:$
1g
3,692,867
h Total.
Add lines 1a-1f
.......
316,069,220
Business Code
2a
b
c
d
e
f
All other program service revenue.
g
Total.
Add lines 2a–2f
.....
3
Investment income (including dividends, interest, and other
similar amounts)
......
7,251,859
7,251,859
4
Income from investment of tax-exempt bond proceeds
5
Royalties
...........
1,985,151
77,296
1,907,855
(ii) Personal
(i) Real
6a
Gross rents
313,982
6a
b
Less: rental expenses
0
6b
c
Rental income or (loss)
313,982
6c
d
Net rental income or (loss)
.......
313,982
313,982
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
53,663
113,269,456
7a
b
Less: cost or other basis and sales expenses
0
101,575,432
7b
c
Gain or (loss)
53,663
11,694,024
7c
d
Net gain or (loss)
.........
11,747,687
11,747,687
8a
Gross income from fundraising events (not including $
850,247
of contributions reported on line 1c).
See
Part IV
, line 18
....
8a
156,228
b
Less: direct expenses
...
8b
184,337
c
Net income or (loss) from fundraising events
..
-28,109
-28,109
9a
Gross income from gaming activities.
See
Part IV
, line 19
...
9a
b
Less: direct expenses
...
9b
c
Net income or (loss) from gaming activities
..
10a
Gross sales of inventory, less
returns and allowances
..
10a
b
Less: cost of goods sold
..
10b
c
Net income or (loss) from sales of inventory
..
Business Code
Miscellaneous Revenue
11a
MAILING LIST RENTALS
900099
1,280,691
1,280,691
b
PURCHASING CARD REBATE
900099
194,721
194,721
c
MISCELLANEOUS
900099
149,944
149,944
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
1,625,356
12
Total revenue.
See instructions
.....
338,965,146
0
77,296
22,818,630
Form
990
(2020)
Form 990 (2020)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this
Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of
Part VIII
.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See
Part IV
, line 21
....
52,784,210
52,784,210
2
Grants and other assistance to domestic individuals. See
Part IV
, line 22
...........
1,340,381
1,340,381
3
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See
Part IV
, lines 15 and 16.
.............
4
Benefits paid to or for members
.......
5
Compensation of current officers, directors, trustees, and key employees
...........
3,106,193
803,447
1,383,205
919,541
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
.........
7
Other salaries and wages
........
58,105,272
49,145,072
2,314,002
6,646,198
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
1,640,290
1,382,821
68,646
188,823
9
Other employee benefits
.......
11,447,074
9,749,832
473,649
1,223,593
10
Payroll taxes
...........
4,147,713
3,437,257
228,693
481,763
11
Fees for services (non-employees):
a
Management
......
b
Legal
.........
297,280
297,280
c
Accounting
...........
240,000
240,000
d
Lobbying
...........
e
Professional fundraising services.
See
Part IV
, line 17
6,999,975
6,999,975
f
Investment management fees
......
813,774
813,774
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
194,577
194,577
12
Advertising and promotion
....
11,320,241
11,098,548
93,599
128,094
13
Office expenses
.......
902,979
438,613
117,283
347,083
14
Information technology
......
6,825,225
4,384,571
1,301,338
1,139,316
15
Royalties
..
16
Occupancy
...........
6,805,460
4,327,849
1,471,251
1,006,360
17
Travel
............
1,594,103
1,520,808
16,832
56,463
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
19
Conferences, conventions, and meetings
....
142,396
116,963
4,940
20,493
20
Interest
...........
21
Payments to affiliates
.......
22
Depreciation, depletion, and amortization
..
615,187
419,523
116,189
79,475
23
Insurance
...
578,752
376,448
120,132
82,172
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
PROGRAM/OTHER PROVIDER
35,493,063
30,033,433
753,148
4,706,482
b
DIRECT RESPONSE MAIL
29,121,796
8,279,612
20,842,184
c
DIRECT RESP TV & ONLINE
21,823,565
11,311,404
10,512,161
d
POSTAGE & SHIPPING
18,633,190
5,020,026
99,823
13,513,341
e
All other expenses
20,324,465
13,824,642
6,013,916
485,907
25
Total functional expenses.
Add lines 1 through 24e
295,297,161
209,795,460
16,122,277
69,379,424
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
35,718,425
23,337,893
0
12,380,532
Form
990
(2020)
Form 990 (2020)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this
Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
8,360,254
1
2
Savings and temporary cash investments
.........
30,016,267
2
30,205,244
3
Pledges and grants receivable, net
......
7,269,902
3
7,102,333
4
Accounts receivable, net
.............
4
5
Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons
.......
5
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)
...
6
7
Notes and loans receivable, net
...........
7
8
Inventories for sale or use
............
8
9
Prepaid expenses and deferred charges
......
5,473,243
9
10,282,438
10a
Land, buildings, and equipment: cost or other basis. Complete
Part VI
of Schedule D
10a
28,779,382
b
Less: accumulated depreciation
10b
26,742,505
1,703,456
10c
2,036,877
11
Investments—publicly traded securities
.
301,724,796
11
361,721,580
12
Investments—other securities. See
Part IV
, line 11
.....
13,185,092
12
19,136,936
13
Investments—program-related. See
Part IV
, line 11
..
13
14
Intangible assets
...............
14
15
Other assets. See
Part IV
, line 11
...........
20,655,375
15
20,398,716
16
Total assets.
Add lines 1 through 15 (must equal line 33)
...
388,388,385
16
450,884,124
17
Accounts payable and accrued expenses
.....
41,232,458
17
40,586,350
18
Grants payable
...
18
19
Deferred revenue
.........
19
20
Tax-exempt bond liabilities
.........
20
21
Escrow or custodial account liability.
Complete
Part IV
of Schedule D
21
22
Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons
.........
22
23
Secured mortgages and notes payable to unrelated third parties
..
23
24
Unsecured notes and loans payable to unrelated third parties
..
24
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24).
Complete
Part X
of Schedule D
20,723,808
25
20,352,138
26
Total liabilities.
Add lines 17 through 25
..
61,956,266
26
60,938,488
Organizations that follow FASB ASC 958,
check here
and complete lines 27, 28, 32, and 33.
27
Net assets without donor restrictions
..........
320,122,187
27
385,633,685
28
Net assets with donor restrictions
...........
6,309,932
28
4,311,951
Organizations that do not follow FASB ASC 958,
check here
and complete lines 29 through 33.
29
Capital stock or trust principal, or current funds
.....
29
30
Paid-in or capital surplus, or land, building or equipment fund
...
30
31
Retained earnings, endowment, accumulated income, or other funds
31
32
Total net assets or fund balances
...........
326,432,119
32
389,945,636
33
Total liabilities and net assets/fund balances
........
388,388,385
33
450,884,124
Form
990
(2020)
Form 990 (2020)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this
Part XI
..............
1
Total revenue (must equal
Part VIII
, column (A), line 12)
............
1
338,965,146
2
Total expenses (must equal
Part IX
, column (A), line 25)
............
2
295,297,161
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
43,667,985
4
Net assets or fund balances at beginning of year (must equal
Part X
, line 32, column (A))
..
4
326,432,119
5
Net unrealized gains (losses) on investments
...............
5
19,886,845
6
Donated services and use of facilities
.................
6
-21,079
7
Investment expenses
.....................
7
8
Prior period adjustments
.....................
8
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
-20,234
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal
Part X
, line 32, column (B))
10
389,945,636
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this
Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
No
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Form
990
(2020)
Form 990 (2020)
Additional Data
Software ID:
Software Version:
Form 990, Special Condition Description:
Special Condition Description