Joel Fund FY2023 filing

Tax-deductible

Wake Forest, NC501(c)(3)Since 2015Human ServicesEIN 47-5179326

This page gets seen. Tell your story. Claim this org.

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.
89¢ of each $1 spent went to programs.
$52K 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

FY2023 · 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
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$52K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.1 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
$4K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$243K
-20% vs prior year
Spent
$250K
To programs
89%
Net assets
$114K
By yearFY2020–FY2025
Revenue
$243K
FY2023▼ -20%
Revenue by fiscal year
FY2020$81K
FY2021$312K
FY2022$302K
FY2023$243K
FY2024$619K
FY2025$654K
Expenses
$250K
FY2023▼ -24%
Expenses by fiscal year
FY2020Not on file
FY2021$207K
FY2022$329K
FY2023$250K
FY2024$416K
FY2025$487K
Net assets
$114K
FY2023▼ -6%
Net assets by fiscal year
FY2020$43K
FY2021$148K
FY2022$121K
FY2023$114K
FY2024$357K
FY2025$523K

From the FY2023 Form 990 · see the original

Give Claim
You’re viewing the FY2023 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

89 cents of each dollar spent went to programs.

Program services 89% · $223K Management & general 9% · $22K Fundraising 2% · $4K

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

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

7 people listed on the 990; $52K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$52,500Pt VII · Sec A
Chairman of the Board of Directors
$0Pt VII · Sec A
Vice Chairman of the Board of Directors
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$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.

See Joel Fund executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

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 15aNo

Programs and updates

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

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $223K · in their own filed words · FY2023
01

Operation ART is a community arts program, aiming to provide an expressive outlet for emotional wellbeing in the lives of veterans and their families. We seek to connect veterans and their families with peers in their community through the power of art.

$112Kprogram expense
02

Operation Connect provides opportunities for those we serve to connect with resources and their peers through various activities and one-on-one interaction. Through community partnerships, The Joel Fund creates warm referrals to resources across North Carolina to veterans and their families.

$84Kprogram expense
03

Operation Furnish provides direct economic impact through in-kind donations of household furnishing. We help build financial stability in the lives of veterans and their families after experiencing homelessness or crisis.

$28Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$243K
Ln 12
Gifts and grantsLn 1h$221K
Other incomeLn 4–11$18K
Fees for servicesLn 2g$4K
Money outPt IX
$250K
Ln 25
Programscol B$223K
Managementcol C$22K
Fundraisingcol D$4K
Owns and owesPt X
$114K
net assets · Ln 32
Cash and savingsLn 1–2$107K
Total assetsLn 16$118K
LiabilitiesLn 26$4K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$221K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$30K
Fees for servicesLn 2g$4K
Investment incomeLn 3$41
Other incomeLn 4–11$18K
Total revenueLn 12$243K
Assets in detailPt X, end of year
CashLn 1$107K
Cash and savings togetherLn 1–2$107K
Land, buildings, equipmentLn 10c$11K
Other assetsLn 15$500
Total assetsLn 16$118K
LiabilitiesLn 26$4K
Net assetsLn 32$114K
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 FY23End FY23
Cash and savingsLn 1–2$124K$107K
Land, buildings, equipmentLn 10c$11K
Total assetsLn 16$124K$118K
LiabilitiesLn 26$3K$4K
Net assetsLn 32$121K$114K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$11K$11K
Pay of current officers, directors and key staffLn 5$52K$40K$9K$4K
Other salaries and wagesLn 7$77K$77K$466
Payroll taxesLn 10$10K$9K$701$310
Legal feesLn 11b$0
Other fees for servicesLn 11g$30K$28K$2K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$23K$18K$5K
OccupancyLn 16$30K$27K$2K
TravelLn 17$783$778$5
Conferences, conventions and meetingsLn 19$7K$6K$1K
InsuranceLn 23$3K$1K$1K
Total functional expensesLn 25$250K$223K$22K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $654K$487K$166K$523K 990 PDF
FY2024 $619K$416K$203K$357K 990 PDF
FY2023 Viewing $243K$250K−$7K$114K 990 PDF
FY2022 $302K$329K−$27K$121K 990 PDF
FY2021 $312K$207K$105K$148K 990 PDF
FY2020 $81K$43K 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $242,733 across 13 lines filed
Lines not itemized here account for $3,839 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$29,780
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$191,303
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$221,083
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,846 · Unrelated business $0 · Excluded from tax $0$3,846
VIII-3 Investment incomeRelated to mission $41 · Unrelated business $0 · Excluded from tax $0$41
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $13,924$13,924
VIII-12 Total revenueRelated to mission $3,887 · Unrelated business $0 · Excluded from tax $17,763$242,733
Part IX · Statement of functional expenses $249,885 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $11,401$11,401
IX-5 Pay of current officers, directors and key staffPrograms $39,750 · Management $8,700 · Fundraising $4,050$52,500
IX-7 Other salaries and wagesPrograms $76,609 · Management $466$77,075
IX-10 Payroll taxesPrograms $8,901 · Management $701 · Fundraising $310$9,912
IX-11b Legal fees$0
IX-11g Other fees for servicesPrograms $27,831 · Management $2,280$30,111
IX-12 Advertising and promotionPrograms $5,913$5,913
IX-13 Office expensesPrograms $17,880 · Management $5,081$22,961
IX-16 OccupancyPrograms $27,452 · Management $2,441$29,893
IX-17 TravelPrograms $778 · Management $5$783
IX-19 Conferences, conventions and meetingsPrograms $5,550 · Management $1,049$6,599
IX-23 InsurancePrograms $1,381 · Management $1,356$2,737
IX-25 Total functional expensesPrograms $223,446 · Management $22,079 · Fundraising $4,360$249,885
Part X · Balance sheet $117,605 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $123,665$106,505
X-10c Land, buildings and equipment, net$10,600
X-15 Other assetsStart of year $500$500
X-16 Total assetsStart of year $124,388$117,605
X-17 Accounts payable and accrued expensesStart of year $3,431$3,800
X-26 Total liabilitiesStart of year $3,431$3,800
X-27 Net assets without donor restrictionsStart of year $120,957$113,805
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $120,957$113,805
X-33 Total liabilities and net assetsStart of year $124,388$117,605
Part XI · Reconciliation of net assets $113,805 net assets at year end
XI-1 Total revenue$242,733
XI-2 Total expenses$249,885
XI-3 Revenue less expenses−$7,152
XI-4 Net assets at start of year$120,957
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$113,805

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.