Civic Intelligence

Honor and Remember of Texas LLC

990 • Fiscal year 2017 • EIN 41-2277283

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

PO Box 16834Chesapeake, VA 23328

(757) 504-4722

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.40x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.31x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$68,514

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-1.8%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$375,021

Up $35,256 (+10%) from 2016

Net Assets

Up

$226,306

Up $22,043 (+11%) from 2016

Liabilities

Up

$148,715

Up $13,213 (+9.8%) from 2016

Revenue

Down

$486,819

Down $9,136 (-1.8%) from 2016

Expenses

Up

$452,558

Up $44,469 (+11%) from 2016

Net Income

Down

$34,261

Down $53,605 (-61%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $149,496Liabilities 2010: $14,730Net Assets 2010: $134,7662010Assets 2011: $108,564Liabilities 2011: $37,180Net Assets 2011: $71,3842011Assets 2012: $105,590Liabilities 2012: $57,113Net Assets 2012: $48,4772012Assets 2013: $82,898Liabilities 2013: $76,300Net Assets 2013: $6,5982013Assets 2014: $158,020Liabilities 2014: $103,019Net Assets 2014: $55,0012014Assets 2015: $226,139Liabilities 2015: $108,114Net Assets 2015: $118,0252015Assets 2016: $339,765Liabilities 2016: $135,502Net Assets 2016: $204,2632016Assets 2017: $375,021Liabilities 2017: $148,715Net Assets 2017: $226,3062017Assets 2018: $469,632Liabilities 2018: $158,108Net Assets 2018: $311,5242018Assets 2019: $437,848Liabilities 2019: $215,194Net Assets 2019: $222,6542019Assets 2020: $453,556Liabilities 2020: $232,193Net Assets 2020: $221,3632020Assets 2021: $572,686Liabilities 2021: $271,376Net Assets 2021: $301,3102021Assets 2022: $552,761Liabilities 2022: $275,256Net Assets 2022: $277,5052022Assets 2023: $477,782Liabilities 2023: $303,140Net Assets 2023: $174,6422023Assets 2024: $609,724Liabilities 2024: $272,629Net Assets 2024: $337,0952024

Highlighted filing

2017

Assets$375,021
Liabilities$148,715
Net Assets$226,306

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $333,233Expenses 2010: $202,261Net Income 2010: $130,9722010Revenue 2011: $250,617Expenses 2011: $265,523Net Income 2011: -$14,9062011Expenses 2012: $329,9642012Revenue 2013: $289,686Expenses 2013: $327,065Net Income 2013: -$37,3792013Revenue 2014: $389,332Expenses 2014: $340,929Net Income 2014: $48,4032014Revenue 2015: $385,758Expenses 2015: $322,734Net Income 2015: $63,0242015Revenue 2016: $495,955Expenses 2016: $408,089Net Income 2016: $87,8662016Revenue 2017: $486,819Expenses 2017: $452,558Net Income 2017: $34,2612017Revenue 2018: $727,368Expenses 2018: $640,386Net Income 2018: $86,9822018Revenue 2019: $488,743Expenses 2019: $585,417Net Income 2019: -$96,6742019Revenue 2020: $408,696Expenses 2020: $431,712Net Income 2020: -$23,0162020Revenue 2021: $499,769Expenses 2021: $450,685Net Income 2021: $49,0842021Revenue 2022: $461,510Expenses 2022: $476,604Net Income 2022: -$15,0942022Revenue 2023: $436,643Expenses 2023: $556,230Net Income 2023: -$119,5872023Revenue 2024: $728,264Expenses 2024: $620,027Net Income 2024: $108,2372024

Highlighted filing

2017

Revenue$486,819
Expenses$452,558
Net Income$34,261
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Gross Receipts
$570,238
Mission and Program Overview

Mission

In keeping with our mission and primary goals, we continue to significantly impact this nation with the message of perpetually recognizing our military fallen heroes and their families. Our objectives can be summarized in four words: establish, educate, present and comfort. In this report you will read about the accomplishments in each of these areas. The year began with a continued strategic partnership with the nascar organization, enabling us to reach individual gold star family members in a variety of states. This year was also our third inclusion into the combined federal campaign (cfc), where we are able to take our message to military and federal employees through payroll deductions. Continuing our goal of presenting personalized flags to every gold star family who has lost a loved one in military service, hundreds of families were honored this year in many states. With the continued establishment of state chapters, we are making significantly more impact in those areas. These c

In keeping with our mission and primary goals, we continue to significantly impact this nation with the message of perpetually recognizing our military fallen heroes and their families. Our objectives can be summarized in four words: establish, educate, present and comfort. In this report you will read about the accomplishments in each of these areas. The year began with a continued strategic partnership with the nascar organization, enabling us to reach individual gold star family members in a variety of states. We continue our inclusion into the combined federal campaign (cfc), where we are able to take our message to military and federal employees through payroll deductions. Continuing our goal of presenting personalized flags to every gold star family who has lost a loved one in military service, hundreds of families were honored this year in many states. With the continued establishment of state chapters, we are making significantly more impact in those areas. These chapters are e

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$225,185$284,467▲ $59,282
Investments in Publicly Traded Securities$60,372$61,371▲ $999
Inventories for Sale or Use$27,272$26,220▼ $1,052
Prepaid Expenses and Deferred Charges$3,389--
Land, Buildings, and Equipment, Net$3,092$2,643▼ $449
Accounts Receivable$7,239$320▼ $6,919
Total Assets$326,549$375,021▲ $48,472
Liabilities
Other Liabilities$95,962$106,162▲ $10,200
Deferred Revenue$26,825$26,184▼ $641
Accounts Payable and Accrued Expenses$12,715$16,369▲ $3,654
Total Liabilities$135,502$148,715▲ $13,213
Net Assets / Fund Balance
Unrestricted Net Assets$139,797$163,191▲ $23,394
Temporarily Rstr Net Assets$51,250$63,115▲ $11,865
Total Net Assets Fund Balance$191,047$226,306▲ $35,259
Total Liabilities and Net Assets / Fund Balance$326,549$375,021▲ $48,472

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,643$23,314$25,957
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
George LutzChairmanFT$64,800$3,714$68,514

Board Members and Trustees

NameTitle
Mark FultonVice Chairma
Dr Patricia LutzDirector
Edward L BrunotDirector
Joseph FalkDirector
Kathleen MahoneyDirector
Maureen McdonnellDirector
Michael QuinnDirector
Michael McclellanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$309,695
Program Service Revenue
$112,920
Investment Income
$2
Other Revenue
$64,202
All Other Contributions
$282,375
Change in Net Assets
$34,261

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$61,998
Total Noncash Contributions2$61,998

Audited Revenue Reconciliation

Revenue per Audited Statements
$486,819
Revenue Not Reported on Form 990
$998
Total Revenue per Audited Statements
$487,817
Total Revenue per Form 990
$486,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,640
Salaries, Compensation, and Employee Benefits$185,918
Total Fundraising Expense$1,853
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,688$33,380-$104,068
Current Officers, Directors, Trustees, and Key Employees$64,800--$64,800
Travel$21,860--$21,860
Payroll Taxes$9,086$3,029-$12,115
Information Technology$7,214--$7,214
Office Expenses$4,723$315$210$5,248
Fees for Services Legal$5,146--$5,146
Fees for Services Other$4,837--$4,837
Conferences and Meetings$4,105--$4,105
Advertising$2,505-$1,535$4,040
Fees for Services Accounting-$3,575-$3,575
Other Expenses$3,422--$3,422
Pension Plan Contributions$3,165--$3,165
Insurance$2,180--$2,180
All Other Expenses$2,071-$108$2,179
Other Employee Benefits$1,770--$1,770
Depreciation Depletion$148$1,413-$1,561
Total Functional Expenses$408,993$41,712$1,853$452,558

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$452,558
Total Expenses per Audited Statements$452,558
Total Expenses per Form 990$452,558
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,115
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Fundraisi$27,320-$15,115-
Total Events$27,320-$15,115$-15,115
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Salaries$106,162
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

George lutz patricia lutz chairman director husband and wife

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed and signed by the organization's chairman. The organization's directors are provided a copy of the form 990 for review prior to filing.

Form 990, Page 6, Part VI, Line 12C

Annually the conflict of interest policy is reviewed with board.

Form 990, Page 6, Part VI, Line 15A

In setting compensation for the executive director, comparability data used and input from independent persons. The bylaws state how the salaries are set by the board.

Form 990, Page 6, Part VI, Line 18

Documents are available upon request.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Honor and Remember Inc
EIN
41-2277283
Phone
7575044722
Address
PO BOX 16834, CHESAPEAKE, VA 23328

Signing Officer

Name
George Lutz
Title
Chairman
Phone
7575044722
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Lutz
Formed
2008
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
7
Employees
5
Volunteers
420

Preparer

Firm
Barnes Brock Cornwell & Painter Plc
Address
908 EDEN WAY N STE 201, CHESAPEAKE, VA 23320-2640
Preparer
Kimberly C Painter
Phone
7579615017
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

In keeping with our mission and primary goals, we continue to significantly impact this nation with the message of perpetually recognizing our military fallen heroes and their families. Our objectives can be summarized in four words: establish, educate, present and comfort. In this report you will read about the accomplishments in each of these areas. The year began with a continued strategic partnership with the nascar organization, enabling us to reach individual gold star family members in a variety of states. We continue our inclusion into the combined federal campaign (cfc), where we are able to take our message to military and federal employees through payroll deductions. Continuing our goal of presenting personalized flags to every gold star family who has lost a loved one in military service, hundreds of families were honored this year in many states. With the continued establishment of state chapters, we are making significantly more impact in those areas. These chapters are extensions of our organization, acting as boots on the ground and staffed 100% by volunteers. We now have twenty-three state flag adoptions with many more in process. Additionally, every u.s. State has a point of contact who continues to contribute to the organization with increased awareness and outreach efforts. I believe that we are slowly, deliberately and successfully changing the mindset of this nation. Only a portion of the extensive activity over the last year is mentioned here.

Form 990, Page 2, Part III, Line 4A

Our mission is unwavering and does not depend on what the latest relevant hot topic may be. Our organizational goals are very clear and concise and can be articulated in four simple words: establish, educate, present, comfort. These concepts form the basis for the entire vision and are cornerstones of equal importance. Currently there are twelve all volunteer honor and remember state chapters that actively participate in the furtherance of the mission, as well as many volunteer ambassadors who participate in the awareness and presentation process. Every day is spent diligently working to further develop a broader national scope in each of the following critical areas. Establish - twenty-three states have officially adopted the flag thru 2017 and several states were in position including kentucky, michigan, vermont florida, rhode island and massachusetts. Additionally, many more organizations and businesses are displaying the flag and supporting the mission. More states are considering legislation for 2018 sessions and we will continue until all 50 are in place. In addition, we are continually pursuing and receiving endorsements from individual municipalities, public institutions, associations and corporations, establishing the flag's identity everywhere. We are working to establish the tradition that every time there is a reported military casualty, hr flags are flown everywhere in tribute. Educate - we continue our mission to educate americans on what it means to be a gold star family member. Much attention was given. Education is key to bringing about an understanding that will ultimately change mindsets and bring needed recognition and appreciation for the price of our liberty. Much of the education comes from flag presentations as well as pointed relationships with organization and companies dedicated to flying the flag. Relationships continue to grow and build with nascar, spartannash, frontier communications, tactical 511, thrivent financial, geico, liberty tax as well as our push into the funeral industry. Opportunities to educate occur at both the national and local level. Activities and events such as setting up literature and product tables, speaking at major venues, doing interviews for radio, television, etc. All help to get the word out. Also, creating specific events, such as organized runs, banquets, concerts and other opportunities help to raise both awareness and much-needed funds to continue the work. This is a continuous and never-ending part of what we do. Significant initiatives for education include the nascar charlotte memorial weekend, the establishment of the month of may as honor and remember month and signage on over 2000 nationwide transport trucks. Since the start of 2017 we have also successfully completed the fifth annual virginia and arizona, third indiana and second new york run. Present - with education comes awareness and with awareness we are able to reach generations of families of the fallen. One significant mission objective is the presentation of one personalized honor and remember flag to every family of a military fallen hero. The ultimate goal is intended to pay tribute to each individual man or women who lost his or her life for america. Since the war on terror began we have suffered nearly seven thousand military casualties, not including health-related deaths or accidents. The honor and remember organization has presented almost 3000 personalized flags since its inception. Currently, we are responding to our growing request list by accomplishing an average of one presentation per day. Still it is not enough. Some families who have requested personalized flags have been waiting for more than four years and we continue to reach out to others who do not yet know we exist. Our mandate includes every generation of heroes and their families. Since the start of 2017, 300 personalized flags have been made, however 342 new flag requests have been received, bringing the current waiting total

Financial Statement Notes

Schedule D, Page 3, Part X

Liability for uncertain tax positions under fin 48 footnote: the organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a return, only when it is determined that the income tax position will more- likely-than-not be sustained upon examination by taxing authorities. The organization has analyzed the tax positions taken in its filings with the internal revenue service. The organization believes that its income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the organization's financial condition, results of operations or cash flows. Accordingly, the organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at december 31, 2017.

Schedule D, Page 4, Part XIII

The organization's federal return of organization exempt from income tax (form 990) for 2017, 2016, 2015, and 2014 are subject to examination by the irs, generally for three years after they were filed.

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IRS990/ActivityOrMissionDesc0IN KEEPING WITH OUR MISSION AND PRIMARY GOALS, WE CONTINUE TO SIGNIFICANTLY IMPACT THIS NATION WITH THE MESSAGE OF PERPETUALLY RECOGNIZING OUR MILITARY FALLEN HEROES AND THEIR FAMILIES. OUR OBJECTIVES CAN BE SUMMARIZED IN FOUR WORDS: ESTABLISH, EDUCATE, PRESENT AND COMFORT. IN THIS REPORT YOU WILL READ ABOUT THE ACCOMPLISHMENTS IN EACH OF THESE AREAS. THE YEAR BEGAN WITH A CONTINUED STRATEGIC PARTNERSHIP WITH THE NASCAR ORGANIZATION, ENABLING US TO REACH INDIVIDUAL GOLD STAR FAMILY MEMBERS IN A VARIETY OF STATES. WE CONTINUE OUR INCLUSION INTO THE COMBINED FEDERAL CAMPAIGN (CFC), WHERE WE ARE ABLE TO TAKE OUR MESSAGE TO MILITARY AND FEDERAL EMPLOYEES THROUGH PAYROLL DEDUCTIONS. CONTINUING OUR GOAL OF PRESENTING PERSONALIZED FLAGS TO EVERY GOLD STAR FAMILY WHO HAS LOST A LOVED ONE IN MILITARY SERVICE, HUNDREDS OF FAMILIES WERE HONORED THIS YEAR IN MANY STATES. WITH THE CONTINUED ESTABLISHMENT OF STATE CHAPTERS, WE ARE MAKING SIGNIFICANTLY MORE IMPACT IN THOSE AREAS. THESE CHAPTERS ARE E
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IRS990/Desc0GENERAL SUMMARY THE HONOR AND REMEMBER ORGANIZATION CONTINUES TO HAVE A SIGNIFICANT INFLUENCE ON THE MINDSET OF OUR NATION AND OUR WORLD. MANY HAVE SUPPORTED US FROM OUR INCEPTION AND WATCHED OUR IMPACT GROW, WHILE OTHERS HAVE RECENTLY COME ON BOARD. MANY OF THOSE WHO ARE FAMILIAR WITH HONOR AND REMEMBER MAY NOT REALIZE THE FULL BREADTH OF WHAT WE DO WITH SO FEW RESOURCES. ONE OF THE ONLY ORGANIZATIONS IN AMERICA NOT FOCUSED ON WHO THEY ARE BUT IN LEAVING A LASTING AND PERPETUAL LEGACY OF PUBLIC REMEMBRANCE. ADDITIONALLY, HONOR AND REMEMBER HAS A FOCUS THAT ENABLES OTHER CITIZENS AND ORGANIZATIONS TO PARTICIPATE BY HONORING FAMILIES AND MAKING PRESENTATIONS BASED IN THEIR OWN COMMUNITIES. OUR MISSION IS UNWAVERING AND DOES NOT DEPEND ON WHAT THE LATEST RELEVANT HOT TOPIC MAY BE. OUR ORGANIZATIONAL GOALS ARE VERY CLEAR AND CONCISE AND CAN BE ARTICULATED IN FOUR SIMPLE WORDS: ESTABLISH, EDUCATE, PRESENT, COMFORT. THESE CONCEPTS FORM THE BASIS FOR THE ENTIRE VISION AND ARE CORNERSTONES OF EQUAL IMPORTANCE. CURRENTLY THERE ARE TWELVE ALL VOLUNTEER HONOR AND REMEMBER STATE CHAPTERS THAT ACTIVELY PARTICIPATE IN THE FURTHERANCE OF THE MISSION, AS WELL AS MANY VOLUNTEER AMBASSADORS WHO PARTICIPATE IN THE AWARENESS AND PRESENTATION PROCESS. EVERY DAY IS SPENT DILIGENTLY WORKING TO FURTHER DEVELOP A BROADER NATIONAL SCOPE IN EACH OF THE FOLLOWING CRITICAL AREAS. ESTABLISH - TWENTY-THREE STATES HAVE OFFICIALLY ADOPTED THE FLAG THRU 2017 AND SEVERAL STATES WERE IN POSITION INCLUDING KENTUCKY, MICHIGAN, VERMONT FLORIDA, RHODE ISLAND AND MASSACHUSETTS. ADDITIONALLY, MANY MORE ORGANIZATIONS AND BUSINESSES ARE DISPLAYING THE FLAG AND SUPPORTING THE MISSION. MORE STATES ARE CONSIDERING LEGISLATION FOR 2018 SESSIONS AND WE WILL CONTINUE UNTIL ALL 50 ARE IN PLACE. IN ADDITION, WE ARE CONTINUALLY PURSUING AND RECEIVING ENDORSEMENTS FROM INDIVIDUAL MUNICIPALITIES, PUBLIC INSTITUTIONS, ASSOCIATIONS AND CORPORATIONS, ESTABLISHING THE FLAG'S IDENTITY EVERYWHERE. WE ARE WORKING TO ESTABLISH THE TRADITION THAT EVERY TIME THERE IS A REPORTED MILITARY CASUALTY, HR FLAGS ARE FLOWN EVERYWHERE IN TRIBUTE. EDUCATE - WE CONTINUE OUR MISSION TO EDUCATE AMERICANS ON WHAT IT MEANS TO BE A GOLD STAR FAMILY MEMBER. MUCH ATTENTION WAS GIVEN. EDUCATION IS KEY TO BRINGING ABOUT AN UNDERSTANDING THAT WILL ULTIMATELY CHANGE MINDSETS AND BRING NEEDED RECOGNITION AND APPRECIATION FOR THE PRICE OF OUR LIBERTY. MUCH OF THE EDUCATION COMES FROM FLAG PRESENTATIONS AS WELL AS POINTED RELATIONSHIPS WITH ORGANIZATION AND COMPANIES DEDICATED TO FLYING THE FLAG. RELATIONSHIPS CONTINUE TO GROW AND BUILD WITH NASCAR, SPARTANNASH, FRONTIER COMMUNICATIONS, TACTICAL 511, THRIVENT FINANCIAL, GEICO, LIBERTY TAX AS WELL AS OUR PUSH INTO THE FUNERAL INDUSTRY. OPPORTUNITIES TO EDUCATE OCCUR AT BOTH THE NATIONAL AND LOCAL LEVEL. ACTIVITIES AND EVENTS SUCH AS SETTING UP LITERATURE AND PRODUCT TABLES, SPEAKING AT MAJOR VENUES, DOING INTERVIEWS FOR RADIO, TELEVISION, ETC. ALL HELP TO GET THE WORD OUT. ALSO, CREATING SPECIFIC EVENTS, SUCH AS ORGANIZED RUNS, BANQUETS, CONCERTS AND OTHER OPPORTUNITIES HELP TO RAISE BOTH AWARENESS AND MUCH-NEEDED FUNDS TO CONTINUE THE WORK. THIS IS A CONTINUOUS AND NEVER-ENDING PART OF WHAT WE DO. SIGNIFICANT INITIATIVES FOR EDUCATION INCLUDE THE NASCAR CHARLOTTE MEMORIAL WEEKEND, THE ESTABLISHMENT OF THE MONTH OF MAY AS HONOR AND REMEMBER MONTH AND SIGNAGE ON OVER 2000 NATIONWIDE TRANSPORT TRUCKS. SINCE THE START OF 2017 WE HAVE ALSO SUCCESSFULLY COMPLETED THE FIFTH ANNUAL VIRGINIA AND ARIZONA, THIRD INDIANA AND SECOND NEW YORK RUN. PRESENT - WITH EDUCATION COMES AWARENESS AND WITH AWARENESS WE ARE ABLE TO REACH GENERATIONS OF FAMILIES OF THE FALLEN. ONE SIGNIFICANT MISSION OBJECTIVE IS THE PRESENTATION OF ONE PERSONALIZED HONOR AND REMEMBER FLAG TO EVERY FAMILY OF A MILITARY FALLEN HERO. THE ULTIMATE GOAL IS INTENDED TO PAY TRIBUTE TO EACH INDIVIDUAL MAN OR WOMEN WHO LOST HIS OR HER LIFE FOR AMERICA. SINCE THE WAR ON TERROR BEGAN WE HAVE SUFFERED NEARLY SEVEN TH
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IRS990/MissionDesc0IN KEEPING WITH OUR MISSION AND PRIMARY GOALS, WE CONTINUE TO SIGNIFICANTLY IMPACT THIS NATION WITH THE MESSAGE OF PERPETUALLY RECOGNIZING OUR MILITARY FALLEN HEROES AND THEIR FAMILIES. OUR OBJECTIVES CAN BE SUMMARIZED IN FOUR WORDS: ESTABLISH, EDUCATE, PRESENT AND COMFORT. IN THIS REPORT YOU WILL READ ABOUT THE ACCOMPLISHMENTS IN EACH OF THESE AREAS. THE YEAR BEGAN WITH A CONTINUED STRATEGIC PARTNERSHIP WITH THE NASCAR ORGANIZATION, ENABLING US TO REACH INDIVIDUAL GOLD STAR FAMILY MEMBERS IN A VARIETY OF STATES. WE CONTINUE OUR INCLUSION INTO THE COMBINED FEDERAL CAMPAIGN (CFC), WHERE WE ARE ABLE TO TAKE OUR MESSAGE TO MILITARY AND FEDERAL EMPLOYEES THROUGH PAYROLL DEDUCTIONS. CONTINUING OUR GOAL OF PRESENTING PERSONALIZED FLAGS TO EVERY GOLD STAR FAMILY WHO HAS LOST A LOVED ONE IN MILITARY SERVICE, HUNDREDS OF FAMILIES WERE HONORED THIS YEAR IN MANY STATES. WITH THE CONTINUED ESTABLISHMENT OF STATE CHAPTERS, WE ARE MAKING SIGNIFICANTLY MORE IMPACT IN THOSE AREAS. THESE CHAPTERS ARE E
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 FOOTNOTE: THE ORGANIZATION ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE- LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR 2017, 2016, 2015, AND 2014 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN KEEPING WITH OUR MISSION AND PRIMARY GOALS, WE CONTINUE TO SIGNIFICANTLY IMPACT THIS NATION WITH THE MESSAGE OF PERPETUALLY RECOGNIZING OUR MILITARY FALLEN HEROES AND THEIR FAMILIES. OUR OBJECTIVES CAN BE SUMMARIZED IN FOUR WORDS: ESTABLISH, EDUCATE, PRESENT AND COMFORT. IN THIS REPORT YOU WILL READ ABOUT THE ACCOMPLISHMENTS IN EACH OF THESE AREAS. THE YEAR BEGAN WITH A CONTINUED STRATEGIC PARTNERSHIP WITH THE NASCAR ORGANIZATION, ENABLING US TO REACH INDIVIDUAL GOLD STAR FAMILY MEMBERS IN A VARIETY OF STATES. WE CONTINUE OUR INCLUSION INTO THE COMBINED FEDERAL CAMPAIGN (CFC), WHERE WE ARE ABLE TO TAKE OUR MESSAGE TO MILITARY AND FEDERAL EMPLOYEES THROUGH PAYROLL DEDUCTIONS. CONTINUING OUR GOAL OF PRESENTING PERSONALIZED FLAGS TO EVERY GOLD STAR FAMILY WHO HAS LOST A LOVED ONE IN MILITARY SERVICE, HUNDREDS OF FAMILIES WERE HONORED THIS YEAR IN MANY STATES. WITH THE CONTINUED ESTABLISHMENT OF STATE CHAPTERS, WE ARE MAKING SIGNIFICANTLY MORE IMPACT IN THOSE AREAS. THESE CHAPTERS ARE EXTENSIONS OF OUR ORGANIZATION, ACTING AS BOOTS ON THE GROUND AND STAFFED 100% BY VOLUNTEERS. WE NOW HAVE TWENTY-THREE STATE FLAG ADOPTIONS WITH MANY MORE IN PROCESS. ADDITIONALLY, EVERY U.S. STATE HAS A POINT OF CONTACT WHO CONTINUES TO CONTRIBUTE TO THE ORGANIZATION WITH INCREASED AWARENESS AND OUTREACH EFFORTS. I BELIEVE THAT WE ARE SLOWLY, DELIBERATELY AND SUCCESSFULLY CHANGING THE MINDSET OF THIS NATION. ONLY A PORTION OF THE EXTENSIVE ACTIVITY OVER THE LAST YEAR IS MENTIONED HERE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR MISSION IS UNWAVERING AND DOES NOT DEPEND ON WHAT THE LATEST RELEVANT HOT TOPIC MAY BE. OUR ORGANIZATIONAL GOALS ARE VERY CLEAR AND CONCISE AND CAN BE ARTICULATED IN FOUR SIMPLE WORDS: ESTABLISH, EDUCATE, PRESENT, COMFORT. THESE CONCEPTS FORM THE BASIS FOR THE ENTIRE VISION AND ARE CORNERSTONES OF EQUAL IMPORTANCE. CURRENTLY THERE ARE TWELVE ALL VOLUNTEER HONOR AND REMEMBER STATE CHAPTERS THAT ACTIVELY PARTICIPATE IN THE FURTHERANCE OF THE MISSION, AS WELL AS MANY VOLUNTEER AMBASSADORS WHO PARTICIPATE IN THE AWARENESS AND PRESENTATION PROCESS. EVERY DAY IS SPENT DILIGENTLY WORKING TO FURTHER DEVELOP A BROADER NATIONAL SCOPE IN EACH OF THE FOLLOWING CRITICAL AREAS. ESTABLISH - TWENTY-THREE STATES HAVE OFFICIALLY ADOPTED THE FLAG THRU 2017 AND SEVERAL STATES WERE IN POSITION INCLUDING KENTUCKY, MICHIGAN, VERMONT FLORIDA, RHODE ISLAND AND MASSACHUSETTS. ADDITIONALLY, MANY MORE ORGANIZATIONS AND BUSINESSES ARE DISPLAYING THE FLAG AND SUPPORTING THE MISSION. MORE STATES ARE CONSIDERING LEGISLATION FOR 2018 SESSIONS AND WE WILL CONTINUE UNTIL ALL 50 ARE IN PLACE. IN ADDITION, WE ARE CONTINUALLY PURSUING AND RECEIVING ENDORSEMENTS FROM INDIVIDUAL MUNICIPALITIES, PUBLIC INSTITUTIONS, ASSOCIATIONS AND CORPORATIONS, ESTABLISHING THE FLAG'S IDENTITY EVERYWHERE. WE ARE WORKING TO ESTABLISH THE TRADITION THAT EVERY TIME THERE IS A REPORTED MILITARY CASUALTY, HR FLAGS ARE FLOWN EVERYWHERE IN TRIBUTE. EDUCATE - WE CONTINUE OUR MISSION TO EDUCATE AMERICANS ON WHAT IT MEANS TO BE A GOLD STAR FAMILY MEMBER. MUCH ATTENTION WAS GIVEN. EDUCATION IS KEY TO BRINGING ABOUT AN UNDERSTANDING THAT WILL ULTIMATELY CHANGE MINDSETS AND BRING NEEDED RECOGNITION AND APPRECIATION FOR THE PRICE OF OUR LIBERTY. MUCH OF THE EDUCATION COMES FROM FLAG PRESENTATIONS AS WELL AS POINTED RELATIONSHIPS WITH ORGANIZATION AND COMPANIES DEDICATED TO FLYING THE FLAG. RELATIONSHIPS CONTINUE TO GROW AND BUILD WITH NASCAR, SPARTANNASH, FRONTIER COMMUNICATIONS, TACTICAL 511, THRIVENT FINANCIAL, GEICO, LIBERTY TAX AS WELL AS OUR PUSH INTO THE FUNERAL INDUSTRY. OPPORTUNITIES TO EDUCATE OCCUR AT BOTH THE NATIONAL AND LOCAL LEVEL. ACTIVITIES AND EVENTS SUCH AS SETTING UP LITERATURE AND PRODUCT TABLES, SPEAKING AT MAJOR VENUES, DOING INTERVIEWS FOR RADIO, TELEVISION, ETC. ALL HELP TO GET THE WORD OUT. ALSO, CREATING SPECIFIC EVENTS, SUCH AS ORGANIZED RUNS, BANQUETS, CONCERTS AND OTHER OPPORTUNITIES HELP TO RAISE BOTH AWARENESS AND MUCH-NEEDED FUNDS TO CONTINUE THE WORK. THIS IS A CONTINUOUS AND NEVER-ENDING PART OF WHAT WE DO. SIGNIFICANT INITIATIVES FOR EDUCATION INCLUDE THE NASCAR CHARLOTTE MEMORIAL WEEKEND, THE ESTABLISHMENT OF THE MONTH OF MAY AS HONOR AND REMEMBER MONTH AND SIGNAGE ON OVER 2000 NATIONWIDE TRANSPORT TRUCKS. SINCE THE START OF 2017 WE HAVE ALSO SUCCESSFULLY COMPLETED THE FIFTH ANNUAL VIRGINIA AND ARIZONA, THIRD INDIANA AND SECOND NEW YORK RUN. PRESENT - WITH EDUCATION COMES AWARENESS AND WITH AWARENESS WE ARE ABLE TO REACH GENERATIONS OF FAMILIES OF THE FALLEN. ONE SIGNIFICANT MISSION OBJECTIVE IS THE PRESENTATION OF ONE PERSONALIZED HONOR AND REMEMBER FLAG TO EVERY FAMILY OF A MILITARY FALLEN HERO. THE ULTIMATE GOAL IS INTENDED TO PAY TRIBUTE TO EACH INDIVIDUAL MAN OR WOMEN WHO LOST HIS OR HER LIFE FOR AMERICA. SINCE THE WAR ON TERROR BEGAN WE HAVE SUFFERED NEARLY SEVEN THOUSAND MILITARY CASUALTIES, NOT INCLUDING HEALTH-RELATED DEATHS OR ACCIDENTS. THE HONOR AND REMEMBER ORGANIZATION HAS PRESENTED ALMOST 3000 PERSONALIZED FLAGS SINCE ITS INCEPTION. CURRENTLY, WE ARE RESPONDING TO OUR GROWING REQUEST LIST BY ACCOMPLISHING AN AVERAGE OF ONE PRESENTATION PER DAY. STILL IT IS NOT ENOUGH. SOME FAMILIES WHO HAVE REQUESTED PERSONALIZED FLAGS HAVE BEEN WAITING FOR MORE THAN FOUR YEARS AND WE CONTINUE TO REACH OUT TO OTHERS WHO DO NOT YET KNOW WE EXIST. OUR MANDATE INCLUDES EVERY GENERATION OF HEROES AND THEIR FAMILIES. SINCE THE START OF 2017, 300 PERSONALIZED FLAGS HAVE BEEN MADE, HOWEVER 342 NEW FLAG REQUESTS HAVE BEEN RECEIVED, BRINGING THE CURRENT WAITING TOTAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GEORGE LUTZ PATRICIA LUTZ CHAIRMAN DIRECTOR HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED AND SIGNED BY THE ORGANIZATION'S CHAIRMAN. THE ORGANIZATION'S DIRECTORS ARE PROVIDED A COPY OF THE FORM 990 FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IN SETTING COMPENSATION FOR THE EXECUTIVE DIRECTOR, COMPARABILITY DATA USED AND INPUT FROM INDEPENDENT PERSONS. THE BYLAWS STATE HOW THE SALARIES ARE SET BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt051250
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt063115
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0326549
IRS990/TotalAssetsEOYAmt0375021
IRS990/TotalAssetsGrp/BOYAmt0326549
IRS990/TotalAssetsGrp/EOYAmt0375021
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0309695
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01853
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041712
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0408993
IRS990/TotalFunctionalExpensesGrp/TotalAmt0452558
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0135502
IRS990/TotalLiabilitiesEOYAmt0148715
IRS990/TotalLiabilitiesGrp/BOYAmt0135502
IRS990/TotalLiabilitiesGrp/EOYAmt0148715
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0191047
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0226306
IRS990/TotalOtherCompensationAmt03714
IRS990/TotalProgramServiceExpensesAmt0408993
IRS990/TotalProgramServiceRevenueAmt0112920
IRS990/TotalReportableCompFromOrgAmt064800
IRS990/TotalRevenueGrp/ExclusionAmt05121
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0187118
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0486819
IRS990/TotalVolunteersCnt0420

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$2.73$3.37$7.28$6.20$1.08
2023Summary only. Only limited summary data is available for this year.$4.78$3.03$1.75$4.37$5.56$1.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$2.75$2.78$4.62$4.77$0.15
2021Summary only. Only limited summary data is available for this year.$5.73$2.71$3.01$5.00$4.51$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$2.32$2.21$4.09$4.32$0.23
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$2.15$2.23$4.89$5.85$0.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$1.58$3.12$7.27$6.40$0.87
2017Detailed filing. Detailed filing data is available for this year.$3.75$1.49$2.26$4.87$4.53$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$1.36$2.04$4.96$4.08$0.88
2015Detailed filing. Detailed filing data is available for this year.$2.26$1.08$1.18$3.86$3.23$0.63
2014Detailed filing. Detailed filing data is available for this year.$1.58$1.03$0.55$3.89$3.41$0.48
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.76$0.07$2.90$3.27$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.57$0.48$3.30
2011Summary only. Only limited summary data is available for this year.$1.09$0.37$0.71$2.51$2.66$0.15
2010Summary only. Only limited summary data is available for this year.$1.49$0.15$1.35$3.33$2.02$1.31