Focus Marines Foundation FY2021 filing

Tax-deductible

Ballwin, MO501(c)(3)Human ServicesEIN 27-2081900Revenue $1.1M in FY2021

On file with the IRSfocusmarines.org15455 Manchester Rd Unit 476, 63022-5021 · Ballwin, MOTax-exempt since Oct 2010Publicly supported charity — 170(b)(1)(A)(vi)

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To develop and administer programs for wounded warriors.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$129K 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

FY2021 · 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
5 of 5
filings with a surplus
Average surplus $775K a year · 53% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$129K
to officers and key staff · 27% of spending
Worth a look: pay to officers and key staff is 27% of spending; over 20%.
Pt VII · Sec A
Cash reserves
22 mo
of spending, in cash
Looks good: 21.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
13
named funders · $827K
Looks good: 13 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$10K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 16 voting members
Looks good: 13 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-28% vs prior year
Spent
$476K
To programs
75%
Net assets
$3.7M
By yearFY2020–FY2024
Revenue
$1.1M
FY2021▼ -28%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$1.1M
FY2022$1.3M
FY2023$1.3M
FY2024$2.0M
Expenses
$476K
FY2021▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$491K
FY2021$476K
FY2022$762K
FY2023$874K
FY2024$903K
Net assets
$3.7M
FY2021▲ +25%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.0M
FY2021$3.7M
FY2022$3.7M
FY2023$4.5M
FY2024$5.8M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Oct 2010.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $357K Management & general 5% · $25K Fundraising 20% · $94K

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

16 people listed on the 990; $129K paid to officers and key staff.

Part VII, Section A · reportable compensation
Program Coordinator
$53,940Pt VII · Sec A
Graduate Program Coordinator
$51,833Pt VII · Sec A
Vice President
$22,860Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Jennifer Jefferson’s $72K as Executive Director is at the 12th percentile of top reported officer pay among 3868 $1–10M human services 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 · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jennifer Jefferson$72,133$69,500$61,917$51,833$34,100
Sheri Oberhelman———$53,940$63,425
Holly a Klaesner$63,283————
Stacy Penningroth$56,083$55,000$43,648——
Norm Harriman——$20,955$22,860$30,480
Richard Meyer————$900

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.

See Focus Marines Foundation executive salaries →

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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

Develops and administers programs for wounded warriors.

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Provided by the organization

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2 programs · $357K · in their own filed words · FY2021
01

Focus

Focus marines foundation conducts four, multi-faceted, seven-day, transformative workshops during the year that aid wounded marines in their transition from battlefield to civilian life. Whether enduring physical wounds or the emotional wounds of PTS/TBI, marine participants are given the tools to help them rebuild rewarding and…

$279Kprogram expense
02

Mentoring

During each focus program, select participants from previous courses are brought on site to mentor and encourage current participants. At the conclusion of the focus course, participants are paired with a mentor who provides continuing, individualized support.

$78Kprogram 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 · FY2024
See all 13 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$1.0M
Investment incomeLn 3$113K
Money outPt IX
$476K
Ln 25
Programscol B$357K
Managementcol C$25K
Fundraisingcol D$94K
Owns and owesPt X
$3.7M
net assets · Ln 32
Cash and savingsLn 1–2$853K
Total assetsLn 16$3.7M
LiabilitiesLn 26$10K
PeoplePt VI, VII
16
listed · VII A
PaidVII A3
Voting boardVI 1a16
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Noncash giftsLn 1g$23K
Investment incomeLn 3$113K
Gains on assetsLn 7$82K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$853K
SavingsLn 2$0
Cash and savings togetherLn 1–2$853K
InvestmentsLn 11–13$2.9M
Land, buildings, equipmentLn 10c$2K
Total assetsLn 16$3.7M
LiabilitiesLn 26$10K
Net assetsLn 32$3.7M
OperationsPt I, VI
EmployeesI 54
VolunteersI 6101
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 FY21End FY21
Cash and savingsLn 1–2$2.4M$853K
InvestmentsLn 11–13$563K$2.9M
Land, buildings, equipmentLn 10c$6K$2K
Total assetsLn 16$3.0M$3.7M
LiabilitiesLn 26$8K$10K
Net assetsLn 32$3.0M$3.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$129K$88K$41K
Other salaries and wagesLn 7$42K$29K$14K
Payroll taxesLn 10$14K$10K$4K
Accounting feesLn 11c$18K$18K
Advertising and promotionLn 12$30K$22K$9K
Office expensesLn 13$6K$5K$2K
Information technologyLn 14$25K$19K$429$6K
OccupancyLn 16$20K$14K$1K$4K
TravelLn 17$39K$39K
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$14K$8K$6K
Other expenses (24a–d)Ln 24$135K$120K$10$15K
Total functional expensesLn 25$476K$357K$25K$94K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.0M$903K$1.1M$5.8M 990 PDF
FY2023 $1.3M$874K$433K$4.5M 990 PDF
FY2022 $1.3M$762K$554K$3.7M 990 PDF
FY2021 Viewing $1.1M$476K$661K$3.7M 990 PDF
FY2020 $1.6M$491K$1.1M$3.0M 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 FY2021 990 (6 parts)
Part I · Summary $1,136,583 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,563,897$1,023,536
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $25,505$113,047
I-11 Other revenuePrior year −$12,590$0
I-12 Total revenuePrior year $1,576,812$1,136,583
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $182,229$184,861
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $308,491$290,982
I-18 Total expensesPrior year $490,720$475,843
I-19 Revenue less expensesPrior year $1,086,092$660,740
Part VI · Governance 13 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members13
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 $1,136,583 across 6 lines filed
VIII-1f All other contributions, gifts and grants$1,023,536
VIII-1g Noncash contributions (included above)$22,790
VIII-1h Total contributions, gifts and grants$1,023,536
VIII-3 Investment incomeExcluded from tax $30,878$30,878
VIII-7 Net gain or loss on sales of assetsExcluded from tax $82,169$82,169
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $113,047$1,136,583
Part IX · Statement of functional expenses $475,843 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $87,552 · Fundraising $41,081$128,633
IX-7 Other salaries and wagesPrograms $28,830 · Fundraising $13,527$42,357
IX-10 Payroll taxesPrograms $9,732 · Fundraising $4,139$13,871
IX-11c Accounting feesManagement $17,780$17,780
IX-12 Advertising and promotionPrograms $21,585 · Fundraising $8,738$30,323
IX-13 Office expensesPrograms $4,596 · Fundraising $1,579$6,175
IX-14 Information technologyPrograms $18,798 · Management $429 · Fundraising $5,651$24,878
IX-16 OccupancyPrograms $14,013 · Management $1,446 · Fundraising $4,277$19,736
IX-17 TravelPrograms $39,192$39,192
IX-22 Depreciation, depletion and amortizationPrograms $3,750$3,750
IX-23 InsurancePrograms $8,442 · Management $5,698$14,140
IX-24 Other expenses (24a–d)Programs $120,211 · Management $10 · Fundraising $14,787$135,008
IX-25 Total functional expensesPrograms $356,701 · Management $25,363 · Fundraising $93,779$475,843
Part X · Balance sheet $3,711,514 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $2,690$853,093
X-2 Savings and temporary cash investmentsStart of year $2,393,882$0
X-9 Prepaid expenses and deferred chargesStart of year $3,466$2,449
X-10c Land, buildings and equipment, netStart of year $6,000$2,250
X-11 Publicly traded securitiesStart of year $562,514$2,853,722
X-16 Total assetsStart of year $2,968,552$3,711,514
X-17 Accounts payable and accrued expensesStart of year $8,131$9,502
X-26 Total liabilitiesStart of year $8,131$9,502
X-27 Net assets without donor restrictionsStart of year $2,917,921$3,702,012
X-28 Net assets with donor restrictionsStart of year $42,500$0
X-32 Total net assets or fund balancesStart of year $2,960,421$3,702,012
X-33 Total liabilities and net assetsStart of year $2,968,552$3,711,514
Part XI · Reconciliation of net assets $3,702,012 net assets at year end
XI-1 Total revenue$1,136,583
XI-2 Total expenses$475,843
XI-3 Revenue less expenses$660,740
XI-4 Net assets at start of year$2,960,421
XI-5 Net unrealized gains (losses) on investments$80,851
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,702,012

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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