Joel Fund FY2021 filing

Tax-deductible

Wake Forest, NC501(c)(3)Since 2015Human ServicesEIN 47-5179326Revenue $312K in FY2021

On file with the IRSthejoelfund.org822 S White Street, 27587-3015 · Wake Forest, NCTax-exempt since Apr 2016Publicly supported charity — 170(b)(1)(A)(vi)

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The Joel Fund's mission is to reconnect veterans to life at home. We use the power of community to engage, educate, and encourage veterans and their families.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$36K 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $88K a year · 21% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$36K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $52K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1K
1.0% of total assets
Looks good: liabilities are 1% 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
$312K
+284% vs prior year
Spent
$207K
To programs
91%
Net assets
$148K
By yearFY2020–FY2025
Revenue
$312K
FY2021▲ +284%
Tap a bar for its year
Revenue by fiscal year
FY2020$81K
FY2021$312K
FY2022$302K
FY2023$243K
FY2024$619K
FY2025$654K
Expenses
$207K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021$207K
FY2022$329K
FY2023$250K
FY2024$416K
FY2025$487K
Net assets
$148K
FY2021▲ +245%
Tap a bar for its year
Net assets by fiscal year
FY2020$43K
FY2021$148K
FY2022$121K
FY2023$114K
FY2024$357K
FY2025$523K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2016.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $189K Management & general 9% · $19K

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

8 people listed on the 990; $36K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$36,232Pt VII · Sec A
Chairman of the Board of Directors
$0Pt VII · Sec A
Vice Chairman of the Board of Directors
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Brooke Dickhart’s $65K as Executive Director is at the 54th percentile of top reported officer pay among 2168 $100K–1M 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 · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Brooke Dickhart$65,000$65,000$52,500$33,432$36,232

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

Helps veterans reintegrate into civilian life and find purpose after service.

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Provided by the organization

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3 programs · $152K · in their own filed words · FY2021
01

Operation art is a program to bring art classes to the veterans in the community. Operation art is a way to share experiences and tell a story without speaking. It helps the veteran who is transitioning from the military to civilian life to communicate. It serves countless veterans in and around the community

$84Kprogram expense
02

Operation furnish provides assistance to veterans who are transitioning from homelessness into a stable living situation. The joel fund provides furniture, mattresses, bedding and other household items to veterans in need

$42Kprogram expense
03

Operation wellness is a program that supplies groceries and produce boxes to veterans in north carolina who are disabled, unemployed or underemployed.

$26Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$52K
Grants paid · 2 grants · $22K · 2024–2025
Unitemized GrantFY2025$17,282
Unitemized GrantFY2024$4,798

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$312K
Ln 12
Gifts and grantsLn 1h$271K
Other incomeLn 4–11$39K
Fees for servicesLn 2g$2K
Money outPt IX
$207K
Ln 25
Programscol B$189K
Managementcol C$19K
Owns and owesPt X
$148K
net assets · Ln 32
Cash and savingsLn 1–2$149K
Total assetsLn 16$149K
LiabilitiesLn 26$1K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$271K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$55K
Fees for servicesLn 2g$2K
Investment incomeLn 3$5
Other incomeLn 4–11$39K
Gains on assetsLn 7$0
Total revenueLn 12$312K
Assets in detailPt X, end of year
CashLn 1$149K
Cash and savings togetherLn 1–2$149K
Other assetsLn 15$250
Total assetsLn 16$149K
LiabilitiesLn 26$1K
Net assetsLn 32$148K
OperationsPt I, VI
EmployeesI 57
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$59K$149K
Total assetsLn 16$59K$149K
LiabilitiesLn 26$16K$1K
Net assetsLn 32$43K$148K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$61K$61K
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$36K$29K$7K
Other salaries and wagesLn 7$5K$5K
Payroll taxesLn 10$1K$977$195
Management feesLn 11a$3K$3K
Other fees for servicesLn 11g$66K$66K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$11K$6K$5K
OccupancyLn 16$20K$17K$3K
TravelLn 17$4$4
Conferences, conventions and meetingsLn 19$2K$254$1K
InterestLn 20$145$145
InsuranceLn 23$1K$1K
Total functional expensesLn 25$207K$189K$19K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $654K$487K$166K$523K 990 PDF
FY2024 $619K$416K$203K$357K 990 PDF
FY2023 $243K$250K−$7K$114K 990 PDF
FY2022 $302K$329K−$27K$121K 990 PDF
FY2021 Viewing $312K$207K$105K$148K 990 PDF
FY2020 $81K$43K 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 $312,175 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $59,499$270,532
I-9 Program service revenuePrior year $1,850$2,404
I-10 Investment incomePrior year $2$5
I-11 Other revenuePrior year $20,021$39,234
I-12 Total revenuePrior year $81,372$312,175
I-13 Grants and similar amounts paidPrior year $5,219$61,035
I-14 Benefits paid to members$0
I-15 Salaries and benefits$41,949
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $46,703$104,444
I-18 Total expensesPrior year $51,922$207,428
I-19 Revenue less expensesPrior year $29,450$104,747
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $312,175 across 16 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$54,625
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$215,907
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$270,532
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,404 · Unrelated business $0 · Excluded from tax $0$2,404
VIII-3 Investment incomeRelated to mission $5 · Unrelated business $0 · Excluded from tax $0$5
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $39,184$39,184
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $50 · Unrelated business $0 · Excluded from tax $0$50
VIII-12 Total revenueRelated to mission $2,459 · Unrelated business $0 · Excluded from tax $39,184$312,175
Part IX · Statement of functional expenses $207,428 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $61,035$61,035
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $29,332 · Management $6,900$36,232
IX-7 Other salaries and wagesPrograms $4,545$4,545
IX-10 Payroll taxesPrograms $977 · Management $195$1,172
IX-11a Management feesPrograms $3,064$3,064
IX-11g Other fees for servicesPrograms $65,747$65,747
IX-12 Advertising and promotionPrograms $1,683$1,683
IX-13 Office expensesPrograms $5,529 · Management $5,445$10,974
IX-16 OccupancyPrograms $16,502 · Management $3,398$19,900
IX-17 TravelManagement $4$4
IX-19 Conferences, conventions and meetingsPrograms $254 · Management $1,367$1,621
IX-20 InterestManagement $145$145
IX-23 InsuranceManagement $1,306$1,306
IX-25 Total functional expensesPrograms $188,668 · Management $18,760 · Fundraising $0$207,428
Part X · Balance sheet $148,954 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $58,999$148,704
X-15 Other assets$250
X-16 Total assetsStart of year $58,999$148,954
X-17 Accounts payable and accrued expenses$1,448
X-26 Total liabilitiesStart of year $16,240$1,448
X-27 Net assets without donor restrictionsStart of year $42,759$147,506
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $42,759$147,506
X-33 Total liabilities and net assetsStart of year $58,999$148,954
Part XI · Reconciliation of net assets $147,506 net assets at year end
XI-1 Total revenue$312,175
XI-2 Total expenses$207,428
XI-3 Revenue less expenses$104,747
XI-4 Net assets at start of year$42,759
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$147,506

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

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