Operation Gratitude INC FY2020 filing

Tax-deductible

Encino, CA501(c)(3)Since 2003Public & Societal BenefitEIN 20-0103575Revenue $21.6M in FY2020

On file with the IRSoperationgratitude.comPo Box 260257, 91426-0257 · Encino, CATax-exempt since Sep 2003Publicly supported — 509(a)(2)

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Operation Gratitude honors our military and first responders by providing opportunities for americans to express their Gratitude.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$930K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $255K a year · 1% of revenue · last 4 filings
Concern: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$930K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $371K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$613K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$21.6M
Spent
$15.7M
To programs
93%
Net assets
$19.7M
By yearFY2020–FY2024
Revenue
$21.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$21.6M
FY2021$20.0M
FY2022$22.2M
FY2024$12.7M
FY2024$18.1M
Expenses
$15.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$15.7M
FY2021$20.4M
FY2022$25.8M
FY2024$15.5M
FY2024$16.6M
Net assets
$19.7M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$19.7M
FY2021$19.8M
FY2022$15.1M
FY2024$11.9M
FY2024$13.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $14.7M Management & general 4% · $667K Fundraising 2% · $376K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $930K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$322,801Pt VII · Sec A
$187,096Pt VII · Sec A
Special Advisor
$155,929Pt VII · Sec A
VP Marketing & Communications
$132,608Pt VII · Sec A
Corporate Secretary & VP Administration
$131,721Pt VII · Sec A
Chairman/Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Director
$0Pt VII · Sec A

Margaret Barron’s $233K as Executive Director is at the 32nd percentile of top reported officer pay among 232 $10–100M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2022FY2021FY2020
Kevin M Schmiegel———$191,596$322,801
James C Johnson——$274,904$133,846—
Margaret Barron$232,935————
Carolyn Blashek$141,204$215,888$170,037$160,447$155,929
Steven Willett$199,457$129,760$36,944——
Paul Cucinotta———$134,203$187,096
Emily Pirman——$149,055——
Melisa Griffith——$148,730——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects Americans with military and first responders through service and gratitude.

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Provided by the organization

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1 program · $14.7M · in their own filed words · FY2020
01

The organization assembled and distributed care packages or their equivalents to approximately 621,000 military, veterans, and first responders worldwide, including approximately 81,000 military service members, 57,000 veterans, 16,000 first responders, and 16,000 military families through its traditional care packages programs, and…

$14.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 3 funders$371K
See all 3 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$21.6M
Ln 12
Gifts and grantsLn 1h$21.5M
Investment incomeLn 3$26K
Money outPt IX
$15.7M
Ln 25
Programscol B$14.7M
Managementcol C$667K
Fundraisingcol D$376K
Owns and owesPt X
$19.7M
net assets · Ln 32
Cash and savingsLn 1–2$4.5M
Total assetsLn 16$20.3M
LiabilitiesLn 26$613K
PeoplePt VI, VII
12
listed · VII A
PaidVII A5
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$21.5M
Noncash giftsLn 1g$14.3M
Investment incomeLn 3$26K
Gains on assetsLn 7−$70K
Total revenueLn 12$21.6M
Assets in detailPt X, end of year
CashLn 1$3.5M
SavingsLn 2$969K
Cash and savings togetherLn 1–2$4.5M
InvestmentsLn 11–13$5.2M
Land, buildings, equipmentLn 10c$144K
Other assetsLn 15$79K
Total assetsLn 16$20.3M
LiabilitiesLn 26$613K
Net assetsLn 32$19.7M
OperationsPt I, VI
EmployeesI 535
VolunteersI 685,000
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$2.2M$4.5M
InvestmentsLn 11–13$4.2M$5.2M
Land, buildings, equipmentLn 10c$129K$144K
Total assetsLn 16$13.9M$20.3M
LiabilitiesLn 26$550K$613K
Net assetsLn 32$13.3M$19.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$10.8M$10.8M
Pay of current officers, directors and key staffLn 5$669K$361K$164K$144K
Other salaries and wagesLn 7$1.9M$1.6M$241K$65K
Other employee benefitsLn 9$85K$73K$5K$7K
Payroll taxesLn 10$174K$133K$26K$14K
Accounting feesLn 11c$32K$11K$17K$3K
Investment management feesLn 11f$44K$44K
Other fees for servicesLn 11g$150K$52K$82K$16K
Advertising and promotionLn 12$19K$14K$3K$2K
Office expensesLn 13$36K$28K$5K$2K
Information technologyLn 14$95K$73K$14K$8K
OccupancyLn 16$504K$480K$12K$12K
TravelLn 17$30K$23K$5K$2K
Depreciation, depletion and amortizationLn 22$59K$56K$1K$1K
InsuranceLn 23$78K$60K$12K$6K
Other expenses (24a–d)Ln 24$982K$890K$3K$88K
All other expensesLn 24e$93K$57K$32K$3K
Total functional expensesLn 25$15.7M$14.7M$667K$376K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $12.7M$15.5M−$2.9M$11.9M 990 PDF
FY2023 Not on file
FY2022 $22.2M$25.8M−$3.6M$15.1M 990 PDF
FY2021 $20.0M$20.4M−$404K$19.8M 990 PDF
FY2020 Viewing $21.6M$15.7M$5.8M$19.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $21,556,347 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $16,862,634$21,530,321
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $163,068$26,026
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $17,025,702$21,556,347
I-13 Grants and similar amounts paidPrior year $9,327,006$10,794,753
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,455,043$2,814,025
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,137,291$2,120,341
I-18 Total expensesPrior year $14,919,340$15,729,119
I-19 Revenue less expensesPrior year $2,106,362$5,827,228
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $21,556,347 across 6 lines filed
VIII-1f All other contributions, gifts and grants$21,530,321
VIII-1g Noncash contributions (included above)$14,288,222
VIII-1h Total contributions, gifts and grants$21,530,321
VIII-3 Investment incomeExcluded from tax $96,523$96,523
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$70,497−$70,497
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $26,026$21,556,347
Part IX · Statement of functional expenses $15,729,119 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $10,794,753$10,794,753
IX-5 Pay of current officers, directors and key staffPrograms $360,804 · Management $164,047 · Fundraising $143,877$668,728
IX-7 Other salaries and wagesPrograms $1,580,260 · Management $241,020 · Fundraising $65,489$1,886,769
IX-9 Other employee benefitsPrograms $72,711 · Management $5,329 · Fundraising $6,863$84,903
IX-10 Payroll taxesPrograms $133,408 · Management $26,047 · Fundraising $14,170$173,625
IX-11c Accounting feesPrograms $10,911 · Management $17,299 · Fundraising $3,403$31,613
IX-11f Investment management feesManagement $43,543$43,543
IX-11g Other fees for servicesPrograms $51,715 · Management $81,990 · Fundraising $16,127$149,832
IX-12 Advertising and promotionPrograms $14,376 · Management $2,911 · Fundraising $1,512$18,799
IX-13 Office expensesPrograms $28,445 · Management $4,727 · Fundraising $2,442$35,614
IX-14 Information technologyPrograms $72,706 · Management $14,244 · Fundraising $7,838$94,788
IX-16 OccupancyPrograms $480,235 · Management $12,099 · Fundraising $12,099$504,433
IX-17 TravelPrograms $22,856 · Management $4,573 · Fundraising $2,386$29,815
IX-22 Depreciation, depletion and amortizationPrograms $56,117 · Management $1,477 · Fundraising $1,477$59,071
IX-23 InsurancePrograms $59,573 · Management $12,258 · Fundraising $6,458$78,289
IX-24 Other expenses (24a–d)Programs $890,214 · Management $3,255 · Fundraising $88,127$981,596
IX-24e All other expensesPrograms $57,245 · Management $32,453 · Fundraising $3,250$92,948
IX-25 Total functional expensesPrograms $14,686,329 · Management $667,272 · Fundraising $375,518$15,729,119
Part X · Balance sheet $20,318,773 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $553,306$3,540,850
X-2 Savings and temporary cash investmentsStart of year $1,689,414$968,834
X-3 Pledges and grants receivableStart of year $658,037$250,160
X-8 Inventories for sale or useStart of year $6,405,583$9,953,009
X-9 Prepaid expenses and deferred chargesStart of year $158,650$177,941
X-10c Land, buildings and equipment, netStart of year $129,192$143,694
X-11 Publicly traded securitiesStart of year $4,194,740$5,205,463
X-15 Other assetsStart of year $78,822$78,822
X-16 Total assetsStart of year $13,867,744$20,318,773
X-17 Accounts payable and accrued expensesStart of year $549,952$164,345
X-24 Unsecured notes and loans payable$427,557
X-25 Other liabilitiesStart of year $0$20,622
X-26 Total liabilitiesStart of year $549,952$612,524
X-27 Net assets without donor restrictionsStart of year $12,093,428$17,492,899
X-28 Net assets with donor restrictionsStart of year $1,224,364$2,213,350
X-32 Total net assets or fund balancesStart of year $13,317,792$19,706,249
X-33 Total liabilities and net assetsStart of year $13,867,744$20,318,773
Part XI · Reconciliation of net assets $19,706,249 net assets at year end
XI-1 Total revenue$21,556,347
XI-2 Total expenses$15,729,119
XI-3 Revenue less expenses$5,827,228
XI-4 Net assets at start of year$13,317,792
XI-5 Net unrealized gains (losses) on investments$561,229
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$19,706,249

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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