Civic Intelligence

Warrior Reunion Foundation

990 • Fiscal year 2021 • EIN 81-5360521

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

49th percentile

12%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

69th percentile

24%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

14%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$331,681

Up $63,826 (+24%) from 2020

Net Assets

Up

$331,681

Up $63,826 (+24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$550,232

Up $69,018 (+14%) from 2020

Expenses

Up

$486,406

Up $107,161 (+28%) from 2020

Net Income

Down

$63,826

Down $38,143 (-37%) from 2020

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

2021

Assets$331,681
Liabilities$0
Net Assets$331,681

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

2021

Revenue$550,232
Expenses$486,406
Net Income$63,826
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Gross Receipts
$550,232
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$267,855$331,681▲ $63,826
Total Assets$267,855$331,681▲ $63,826
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$267,855$331,681▲ $63,826
Total Net Assets Fund Balance$267,855$331,681▲ $63,826
Total Liabilities and Net Assets / Fund Balance$267,855$331,681▲ $63,826
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cliffored CornellDirector
James FergusonDirector
Michael QuiltyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$550,232
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$550,232
Change in Net Assets
$63,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$321,401
Salaries, Compensation, and Employee Benefits$165,005
Total Fundraising Expense$13,855
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$240,920--$240,920
Other Salaries and Wages$151,719--$151,719
Fees for Services Management$41,384$10,000$8,000$59,384
Information Technology$7,242$2,614$2,490$12,346
Payroll Taxes$11,606--$11,606
Advertising--$3,365$3,365
Insurance$1,232$1,039-$2,271
Other Employee Benefits-$1,680-$1,680
Fees for Services Accounting-$1,190-$1,190
Office Expenses-$1,075-$1,075
Occupancy-$500-$500
Fees for Services Legal-$350-$350
Total Functional Expenses$454,103$18,448$13,855$486,406
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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 two employees, the executive director and program service coordinator, 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
2022-05-05
Discuss with paid preparer
No

Organization Details

Formed
2017
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
2
Volunteers
4

Preparer

Firm
Clarke & Reilly Inc
Address
218 North Lee St 3rd Fl, Alexandria, VA 22314
Preparer
Milton Souza
Phone
7032996161
Supplemental Narrative

Additional Explanations

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

Provided twelve 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 veterans with actionable support resources and peer support facilities.

General explanation attachment

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. Our program is focused on capacity building. Our reunions are a partnership between our teams and the units we support. Our goal is to build capacity within each unit, giving then 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 facilitate by providing planning guidance and resources; the unit planning committee makes the decisions for their reunion, coordinates amongts all unit members, and is responsible for ensureing mission success. Wrf provides all funding and planning support to provide reunions to units that deployed to combat together. Each reunion supported throughout the year was delivered at no-cost to the veterans we served. Our organization covers all costs for each reunion, including but not limited to: food and lodging of all veterans and gold star family members, other associated host location costs, all meals for attendees, a memorial service, a community service project, various associated team-building group activties and excursions and travel support for attendees. Each group of combat veterans we support is led through a guided 3-6 month planning process that priorities the efficient use of our resources and the effectiveness of the reunion experience.

Raw XML Appendix311 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0SUPPORTS COMBAT VETERANS IN OVERCOMING THE CHALLENGES OF POST-MILITARY TRANSITION BY RECONNECTING THOSE WHO SERVED TOGETHER OVERSEAS THROUGH THE EXECUTION OF RECOVERY REUNIONS.
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IRS990/Desc0WRF PROVIDED 12 REUNIONS FOR UNITS OF COMBAT VETERANS WHO DEPLOYED OVERSEAS TOGETHER. AT EACH REUNION, MILITARY VETERANS AND GOLD STAR FAMILY MEMBERS ENGAGED IN PROGRAMMING ACROSS OUR ORGANIZATIONS THREE PILLARS: SERVICE, WELLNESS AND CAMARADERIE. EACH GROUP COMPLETED A SERVICE PROJECT IN THE LOCAL COMMUNITY; ENGAGED IN WELLNESS BRIEFINGS AND ACTIVITIES INCLUDING BUT NOT LIMITED TO PEER SUPPORT DISCUSSIONS, EDUCATIONAL BRIEFINGS AND RESOURCE CONNECTION FACILITATION WITH PARTNER ORGANIZATIONS; AND ENJOYED THE CAMARADERIE THAT CAN ONLY COME FROM REUNITING WITH BROTHERS AND SISTERS IN ARMS. OUR 2021 REUNION PROGRAM SERVED OVER 600 COMBAT VETERANS AND GOLD STAR FAMILY MEMBERS.
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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 TWO EMPLOYEES, THE EXECUTIVE DIRECTOR AND PROGRAM SERVICE COORDINATOR, 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 TWELVE 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 VETERANS 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/ExplanationTxt7WARRIOR 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. OUR PROGRAM IS FOCUSED ON CAPACITY BUILDING. OUR REUNIONS ARE A PARTNERSHIP BETWEEN OUR TEAMS AND THE UNITS WE SUPPORT. OUR GOAL IS TO BUILD CAPACITY WITHIN EACH UNIT, GIVING THEN 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 FACILITATE BY PROVIDING PLANNING GUIDANCE AND RESOURCES; THE UNIT PLANNING COMMITTEE MAKES THE DECISIONS FOR THEIR REUNION, COORDINATES AMONGTS ALL UNIT MEMBERS, AND IS RESPONSIBLE FOR ENSUREING MISSION SUCCESS. WRF PROVIDES ALL FUNDING AND PLANNING SUPPORT TO PROVIDE REUNIONS TO UNITS THAT DEPLOYED TO COMBAT TOGETHER. EACH REUNION SUPPORTED THROUGHOUT THE YEAR WAS DELIVERED AT NO-COST TO THE VETERANS WE SERVED. OUR ORGANIZATION COVERS ALL COSTS FOR EACH REUNION, INCLUDING BUT NOT LIMITED TO: FOOD AND LODGING OF ALL VETERANS AND GOLD STAR FAMILY MEMBERS, OTHER ASSOCIATED HOST LOCATION COSTS, ALL MEALS FOR ATTENDEES, A MEMORIAL SERVICE, A COMMUNITY SERVICE PROJECT, VARIOUS ASSOCIATED TEAM-BUILDING GROUP ACTIVTIES AND EXCURSIONS AND TRAVEL SUPPORT FOR ATTENDEES. EACH GROUP OF COMBAT VETERANS WE SUPPORT IS LED THROUGH A GUIDED 3-6 MONTH PLANNING PROCESS THAT PRIORITIES THE EFFICIENT USE OF OUR RESOURCES AND THE EFFECTIVENESS OF THE REUNION EXPERIENCE.
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
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