Civic Intelligence

Warrior Reunion Foundation

990 • Fiscal year 2019 • EIN 81-5360521

Jan 01, 2019 to Dec 31, 2019 • Filed on May 10, 2020

35 Hickory Meadow RdCockeysville, MD 21030

(619) 888-8078

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

120%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$165,886

Up $72,548 (+78%) from 2018

Net Assets

Up

$165,886

Up $72,548 (+78%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$305,558

Up $82,911 (+37%) from 2018

Expenses

Up

$233,070

Up $72,365 (+45%) from 2018

Net Income

Up

$72,488

Up $10,546 (+17%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $31,396Liabilities 2017: $0Net Assets 2017: $31,3962017Assets 2018: $93,338Liabilities 2018: $0Net Assets 2018: $93,3382018Assets 2019: $165,886Liabilities 2019: $0Net Assets 2019: $165,8862019Assets 2020: $267,855Liabilities 2020: $0Net Assets 2020: $267,8552020Assets 2021: $331,681Liabilities 2021: $0Net Assets 2021: $331,6812021Assets 2022: $527,340Liabilities 2022: $5,443Net Assets 2022: $521,8972022Assets 2023: $533,864Liabilities 2023: $3,326Net Assets 2023: $530,5382023Assets 2024: $302,144Liabilities 2024: $12,772Net Assets 2024: $289,3722024

Highlighted filing

2019

Assets$165,886
Liabilities$0
Net Assets$165,886

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2017: $175,877Expenses 2017: $144,481Net Income 2017: $31,3962017Revenue 2018: $222,647Expenses 2018: $160,705Net Income 2018: $61,9422018Revenue 2019: $305,558Expenses 2019: $233,070Net Income 2019: $72,4882019Revenue 2020: $481,214Expenses 2020: $379,245Net Income 2020: $101,9692020Revenue 2021: $550,232Expenses 2021: $486,406Net Income 2021: $63,8262021Revenue 2022: $581,603Expenses 2022: $488,555Net Income 2022: $93,0482022Revenue 2023: $681,204Expenses 2023: $682,452Net Income 2023: -$1,2482023Revenue 2024: $597,943Expenses 2024: $840,654Net Income 2024: -$242,7112024

Highlighted filing

2019

Revenue$305,558
Expenses$233,070
Net Income$72,488
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 10, 2020
Return Version
2019v5.1
Gross Receipts
$305,558
Mission and Program Overview

Mission

Supports combat veterans in overcoming the challenges of post-military transition by reconnecting those who served together overseas through the execution of recovery reunions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$93,398$165,886▲ $72,488
Total Assets$93,398$165,886▲ $72,488
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$93,398$165,886▲ $72,488
Total Net Assets Fund Balance$93,398$165,886▲ $72,488
Total Liabilities and Net Assets / Fund Balance$93,398$165,886▲ $72,488
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cliffored CornellDirector
James FergusonDirector
Michael QuiltyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$305,558
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$305,558
Change in Net Assets
$72,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,878
Salaries, Compensation, and Employee Benefits$55,792
Total Fundraising Expense$7,000
Professional Fundraising Fees$6,400
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$151,162--$151,162
Other Salaries and Wages$51,937--$51,937
Fees for Services Management$13,802--$13,802
Fees for Services Professional Fundraising--$6,400$6,400
Payroll Taxes$3,855--$3,855
Information Technology$2,220$772$600$3,592
Travel$568$472-$1,040
Depreciation Depletion$528--$528
Office Expenses-$379-$379
Fees for Services Legal-$375-$375
Total Functional Expenses$224,072$1,998$7,000$233,070
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$6,400
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 governing body review Part VI line 11

Our irs form 990 was reviewed by the chief executive officer and was approved by the board of directors prior to submission.

Conflict of interest policy compliance Part VI line 12C

Our conflict of interest policy is enumerated in our organizational bylaws as part of the organizational bylaws as part of the organiations articles of incorporation. This policy is reviewed bi-annually and all operational decisions and board resolutions are vetted to ensure compliance with the established policy.

CEO executive director top management comp Part VI line 15A

The organizations ceo receives no compensation.

Other officer or key employee compensation Part VI line 15B

The organization has only one employee, the executive director, whose compensation is determined by the board of directors on an annual basis. Ther are no other employees and none of the officers of the organization have ever received any compensation in any form.

Governing documents etc available to public Part VI line 19

Disclosure: all governing documents, policies ad financial statements are made available upon request.

Part VI response or note to any other line in Part VI

Sect c.19: disclosure: all governing documents, policies and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Warrior Reunion Foundation
EIN
81-5360521
Address
35 HICKORY MEADOW RD, COCKEYSVILLE, MD 21030

Signing Officer

Name
J Ferguson
Title
Director
Phone
6198888078
Signed
2020-05-10
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
1

Preparer

Firm
Clarke & Reilly Inc
Address
218 N Lee St Unit 304, ALEXANDRIA, VA 22314
Preparer
Milton Souza
Phone
7032996161
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Provided five reunions to reconnect the members of units of military veterans who deployed to combat together. Reunion program included community service projects, memorial services for gold star families and informational briefings to connect verterans with actionable support resources and peer support facilities.

General explanation attachment

Part iii.1.mission: warrior reunion foundation supports combat veterans in overcoming the challenges of post-military transition by reconnecting those who served together overseas. We challenge stigma through shared experience, rebuilding essential peer support networks that enable our veterans to live with meaning, purpose and positive impact in their communities. Our reunions facilitate direct, high-touch proactive connections to best in breed resources serving americas veterans. 4. Program service accomplisments:at the close of our third reunion season we will have reunited over 500 combat veterans and gold star family membes across 14 reunions, provided at no cost to each unit weve served. In recogmnition of our impact, in 2018 wrf recieved the fisher house foundations prestigious newmans own award as the top veteran charity of the year. According to our post-reunion surveys:a)before attending their reunion, only 30% of participants were likely to reach out to their veteran peers for support. After attending a wrf reunion, over 70% reported they were highly likely to reach out for support when needed. This confirms that attending a wrf reunion has more than doubled peer support engagement by our veteran attendees. B)over 70% of post-reunion survey respondents had not seen members of their unit in over 5 years.c)over 97% of post-reunion survey respondents said that attending their reunion strenghtened their social connections with their military family.d)100% of survey respondents would recommend attending a reunion sponsored by warrior reunion foundation to their veteran peers. Our program is focused on capacity building. Our reunions are a partnership between our team and the units we support. Our goal is to build capacity within each unit, giving them tools and experience they need to plan future gatherings to ensure their connection remains strong. We accomplish this through good old-fashioned sweat equity. Each unit is required to establish a unit planning committee of 3-5 members that works alongside our team through a guided 6 month reunion planning process. We failitate by providing planning guidance and resources; the unit planning committee makes the decisions for their reunion, coordinates amongst all unit members, and is responsible for ensuring mission success. Our program facilitates proactive connections to actionable resources. Duriing our planning process we work with each unit to identify the areas of support that best address the prevailing issues facing their members. Based on that needs assessment we invite representatives from partner organizations to brief at the reunion, putting best-in-bred veteran support organizations (vso) directly in front of our reunion attendees. Surrounded by those with whom they served our veteran attendees are able to talk openly about their challenges, bonded by their shared experience in combat and the unique understanding the can only come from serving downrange together. This stigma-free enviornment, couple with direct, in-person connections to pre-screened resources that match self-selected areas of need results in increased engagement and improved outcomes for the veterans we serve.our program results in enduring peer support engagement. Our reunions serve as the begining of an enduring connection between the members of the unit. Facilitated through private facebook groups created during their reunion planning process, and supported with additional resorces to include support for annual in-person meet ups, our reunion program ensures that no veteran is without a connection to brothers and sisters in arms as they strive to pursue lifes next mission. Our organization provides all funding and planning supprort to provide reunions to units that deployed to combat together. Each reunion supported thoughout 2018 was delivered at no-cost the veterans we served. During the course of 2018 our organization provided 5 reunions which reconnected over 200 combat veterans and gold

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR IRS FORM 990 WAS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND WAS APPROVED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR CONFLICT OF INTEREST POLICY IS ENUMERATED IN OUR ORGANIZATIONAL BYLAWS AS PART OF THE ORGANIZATIONAL BYLAWS AS PART OF THE ORGANIATIONS ARTICLES OF INCORPORATION. THIS POLICY IS REVIEWED BI-ANNUALLY AND ALL OPERATIONAL DECISIONS AND BOARD RESOLUTIONS ARE VETTED TO ENSURE COMPLIANCE WITH THE ESTABLISHED POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS CEO RECEIVES NO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS ONLY ONE EMPLOYEE, THE EXECUTIVE DIRECTOR, WHOSE COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THER ARE NO OTHER EMPLOYEES AND NONE OF THE OFFICERS OF THE ORGANIZATION HAVE EVER RECEIVED ANY COMPENSATION IN ANY FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISCLOSURE: ALL GOVERNING DOCUMENTS, POLICIES AD FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVIDED FIVE REUNIONS TO RECONNECT THE MEMBERS OF UNITS OF MILITARY VETERANS WHO DEPLOYED TO COMBAT TOGETHER. REUNION PROGRAM INCLUDED COMMUNITY SERVICE PROJECTS, MEMORIAL SERVICES FOR GOLD STAR FAMILIES AND INFORMATIONAL BRIEFINGS TO CONNECT VERTERANS WITH ACTIONABLE SUPPORT RESOURCES AND PEER SUPPORT FACILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SECT C.19: DISCLOSURE: ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PART III.1.MISSION: WARRIOR REUNION FOUNDATION SUPPORTS COMBAT VETERANS IN OVERCOMING THE CHALLENGES OF POST-MILITARY TRANSITION BY RECONNECTING THOSE WHO SERVED TOGETHER OVERSEAS. WE CHALLENGE STIGMA THROUGH SHARED EXPERIENCE, REBUILDING ESSENTIAL PEER SUPPORT NETWORKS THAT ENABLE OUR VETERANS TO LIVE WITH MEANING, PURPOSE AND POSITIVE IMPACT IN THEIR COMMUNITIES. OUR REUNIONS FACILITATE DIRECT, HIGH-TOUCH PROACTIVE CONNECTIONS TO BEST IN BREED RESOURCES SERVING AMERICAS VETERANS. 4. PROGRAM SERVICE ACCOMPLISMENTS:AT THE CLOSE OF OUR THIRD REUNION SEASON WE WILL HAVE REUNITED OVER 500 COMBAT VETERANS AND GOLD STAR FAMILY MEMBES ACROSS 14 REUNIONS, PROVIDED AT NO COST TO EACH UNIT WEVE SERVED. IN RECOGMNITION OF OUR IMPACT, IN 2018 WRF RECIEVED THE FISHER HOUSE FOUNDATIONS PRESTIGIOUS NEWMANS OWN AWARD AS THE TOP VETERAN CHARITY OF THE YEAR. ACCORDING TO OUR POST-REUNION SURVEYS:A)BEFORE ATTENDING THEIR REUNION, ONLY 30% OF PARTICIPANTS WERE LIKELY TO REACH OUT TO THEIR VETERAN PEERS FOR SUPPORT. AFTER ATTENDING A WRF REUNION, OVER 70% REPORTED THEY WERE HIGHLY LIKELY TO REACH OUT FOR SUPPORT WHEN NEEDED. THIS CONFIRMS THAT ATTENDING A WRF REUNION HAS MORE THAN DOUBLED PEER SUPPORT ENGAGEMENT BY OUR VETERAN ATTENDEES. B)OVER 70% OF POST-REUNION SURVEY RESPONDENTS HAD NOT SEEN MEMBERS OF THEIR UNIT IN OVER 5 YEARS.C)OVER 97% OF POST-REUNION SURVEY RESPONDENTS SAID THAT ATTENDING THEIR REUNION STRENGHTENED THEIR SOCIAL CONNECTIONS WITH THEIR MILITARY FAMILY.D)100% OF SURVEY RESPONDENTS WOULD RECOMMEND ATTENDING A REUNION SPONSORED BY WARRIOR REUNION FOUNDATION TO THEIR VETERAN PEERS. OUR PROGRAM IS FOCUSED ON CAPACITY BUILDING. OUR REUNIONS ARE A PARTNERSHIP BETWEEN OUR TEAM AND THE UNITS WE SUPPORT. OUR GOAL IS TO BUILD CAPACITY WITHIN EACH UNIT, GIVING THEM TOOLS AND EXPERIENCE THEY NEED TO PLAN FUTURE GATHERINGS TO ENSURE THEIR CONNECTION REMAINS STRONG. WE ACCOMPLISH THIS THROUGH GOOD OLD-FASHIONED SWEAT EQUITY. EACH UNIT IS REQUIRED TO ESTABLISH A UNIT PLANNING COMMITTEE OF 3-5 MEMBERS THAT WORKS ALONGSIDE OUR TEAM THROUGH A GUIDED 6 MONTH REUNION PLANNING PROCESS. WE FAILITATE BY PROVIDING PLANNING GUIDANCE AND RESOURCES; THE UNIT PLANNING COMMITTEE MAKES THE DECISIONS FOR THEIR REUNION, COORDINATES AMONGST ALL UNIT MEMBERS, AND IS RESPONSIBLE FOR ENSURING MISSION SUCCESS. OUR PROGRAM FACILITATES PROACTIVE CONNECTIONS TO ACTIONABLE RESOURCES. DURIING OUR PLANNING PROCESS WE WORK WITH EACH UNIT TO IDENTIFY THE AREAS OF SUPPORT THAT BEST ADDRESS THE PREVAILING ISSUES FACING THEIR MEMBERS. BASED ON THAT NEEDS ASSESSMENT WE INVITE REPRESENTATIVES FROM PARTNER ORGANIZATIONS TO BRIEF AT THE REUNION, PUTTING BEST-IN-BRED VETERAN SUPPORT ORGANIZATIONS (VSO) DIRECTLY IN FRONT OF OUR REUNION ATTENDEES. SURROUNDED BY THOSE WITH WHOM THEY SERVED OUR VETERAN ATTENDEES ARE ABLE TO TALK OPENLY ABOUT THEIR CHALLENGES, BONDED BY THEIR SHARED EXPERIENCE IN COMBAT AND THE UNIQUE UNDERSTANDING THE CAN ONLY COME FROM SERVING DOWNRANGE TOGETHER. THIS STIGMA-FREE ENVIORNMENT, COUPLE WITH DIRECT, IN-PERSON CONNECTIONS TO PRE-SCREENED RESOURCES THAT MATCH SELF-SELECTED AREAS OF NEED RESULTS IN INCREASED ENGAGEMENT AND IMPROVED OUTCOMES FOR THE VETERANS WE SERVE.OUR PROGRAM RESULTS IN ENDURING PEER SUPPORT ENGAGEMENT. OUR REUNIONS SERVE AS THE BEGINING OF AN ENDURING CONNECTION BETWEEN THE MEMBERS OF THE UNIT. FACILITATED THROUGH PRIVATE FACEBOOK GROUPS CREATED DURING THEIR REUNION PLANNING PROCESS, AND SUPPORTED WITH ADDITIONAL RESORCES TO INCLUDE SUPPORT FOR ANNUAL IN-PERSON MEET UPS, OUR REUNION PROGRAM ENSURES THAT NO VETERAN IS WITHOUT A CONNECTION TO BROTHERS AND SISTERS IN ARMS AS THEY STRIVE TO PURSUE LIFES NEXT MISSION. OUR ORGANIZATION PROVIDES ALL FUNDING AND PLANNING SUPPRORT TO PROVIDE REUNIONS TO UNITS THAT DEPLOYED TO COMBAT TOGETHER. EACH REUNION SUPPORTED THOUGHOUT 2018 WAS DELIVERED AT NO-COST THE VETERANS WE SERVED. DURING THE COURSE OF 2018 OUR ORGANIZATION PROVIDED 5 REUNIONS WHICH RECONNECTED OVER 200 COMBAT VETERANS AND GOLD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI response or note to any other line in Part VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7General explanation attachment
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