Warriors Rest Foundation FY2023 filing

Tax-deductible

Oklahoma City, OK501(c)(3)Public Safety & DisasterEIN 82-3963036Revenue $1.1M in FY2023

On file with the IRSwarriorsrestfoundation.org3300 N Santa Fe Ave, 73118-8807 · Oklahoma City, OKTax-exempt since Jun 2018Publicly supported charity — 170(b)(1)(A)(vi)

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Warrior's Rest Foundation is on a mission to help first responders heal from frontline traumas and empower them to live healthy, productive lives - personally and professionally.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
$172K 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
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
2 of 4
filings with a surplus
Average surplus $99K a year · 11% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$172K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 7.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $8K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 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
+78% vs prior year
Spent
$1.1M
To programs
69%
Net assets
$658K
By yearFY2020–FY2024
Revenue
$1.1M
FY2023▲ +78%
Tap a bar for its year
Revenue by fiscal year
FY2020$141K
FY2021$413K
FY2022$789K
FY2022$602K
FY2023$1.1M
FY2024$1.4M
Expenses
$1.1M
FY2023▲ +208%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021$269K
FY2022$505K
FY2022$354K
FY2023$1.1M
FY2024$1.4M
Net assets
$658K
FY2023▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020$21K
FY2021$165K
FY2022$448K
FY2022$697K
FY2023$658K
FY2024$643K

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 Jun 2018.

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

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $750K Management & general 23% · $251K Fundraising 8% · $89K

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

10 people listed on the 990; $172K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$92,061Pt VII · Sec A
Director of Operations
$80,164Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Brett Key’s $100K as President & CEO is at the 49th percentile of top reported officer pay among 433 $1–10M public safety & disaster 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 · 3 named individuals · Part VII

NameFY2024FY2023
Brett Key$100,106$92,061
Gary Berryhill—$80,164
John Blumenthal$78,461—

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 15aNo

Programs and updates

Helps first responders heal from trauma and live healthy, productive lives.

Questions for Warriors Rest Foundation

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Provided by the organization

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1 program · $750K · in their own filed words · FY2023
01

Warrior's rest foundation's mission goes beyond preparing first responders for their job. We also aim to empower heroes & help them heal from the trauma that impacts their personal lives. These classes teach first responders how their careers impact their family life and help them discover ways to mitigate the negative impacts of trauma…

$750Kprogram 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 3 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$1.0M
Fees for servicesLn 2g$77K
Investment incomeLn 3$4K
Money outPt IX
$1.1M
Ln 25
Programscol B$750K
Managementcol C$251K
Fundraisingcol D$89K
Owns and owesPt X
$658K
net assets · Ln 32
Cash and savingsLn 1–2$658K
Total assetsLn 16$658K
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$883K
Fundraising eventsLn 1c$7K
Fees for servicesLn 2g$77K
Investment incomeLn 3$4K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$334K
SavingsLn 2$325K
Cash and savings togetherLn 1–2$658K
Total assetsLn 16$658K
LiabilitiesLn 26$0
Net assetsLn 32$658K
OperationsPt I, VI
EmployeesI 59
VolunteersI 615
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 FY23End FY23
Cash and savingsLn 1–2$694K$658K
Total assetsLn 16$697K$658K
LiabilitiesLn 26$0$0
Net assetsLn 32$697K$658K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$172K$121K$35K$17K
Other salaries and wagesLn 7$255K$179K$51K$25K
Other employee benefitsLn 9$4K$3K$854$411
Payroll taxesLn 10$12K$8K$2K$1K
Management feesLn 11a$8K$8K
Legal feesLn 11b$11K$11K
Accounting feesLn 11c$65K$65K
Professional fundraising feesLn 11e$40K$40K
Other fees for servicesLn 11g$186K$183K$3K
Advertising and promotionLn 12$8K$3K$4K
Office expensesLn 13$11K$11K
Information technologyLn 14$28K$28K
OccupancyLn 16$45K$45K
TravelLn 17$114K$114K
Conferences, conventions and meetingsLn 19$47K$47K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$79K$50K$28K$1K
Total functional expensesLn 25$1.1M$750K$251K$89K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.4M$1.4M−$16K$643K 990 PDF
FY2023 Viewing $1.1M$1.1M−$16K$658K 990 PDF
FY2022 $789K$505K$284K$448K 990 PDF
FY2021 $413K$269K$143K$165K 990 PDF
FY2020 $141K$21K 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 FY2023 990 (6 parts)
Part I · Summary $1,074,703 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $63,054$1,012,939
I-9 Program service revenuePrior year $539,079$77,222
I-10 Investment incomePrior year $0$3,886
I-11 Other revenuePrior year $0−$19,344
I-12 Total revenuePrior year $602,133$1,074,703
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 $138,587$443,191
I-16a Professional fundraising feesPrior year $0$40,500
I-17 Other expensesPrior year $215,341$606,823
I-18 Total expensesPrior year $353,928$1,090,514
I-19 Revenue less expensesPrior year $248,205−$15,811
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $1,074,703 across 8 lines filed
VIII-1c Fundraising events$6,900
VIII-1e Government grants$883,496
VIII-1f All other contributions, gifts and grants$122,543
VIII-1h Total contributions, gifts and grants$1,012,939
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $77,222$77,222
VIII-3 Investment incomeExcluded from tax $3,886$3,886
VIII-8 Net income from fundraising eventsExcluded from tax −$19,344−$19,344
VIII-12 Total revenueRelated to mission $77,222 · Unrelated business $0 · Excluded from tax −$15,458$1,074,703
Part IX · Statement of functional expenses $1,090,514 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $121,079 · Management $34,537 · Fundraising $16,608$172,224
IX-7 Other salaries and wagesPrograms $179,267 · Management $51,135 · Fundraising $24,589$254,991
IX-9 Other employee benefitsPrograms $2,995 · Management $854 · Fundraising $411$4,260
IX-10 Payroll taxesPrograms $8,237 · Management $2,349 · Fundraising $1,130$11,716
IX-11a Management feesManagement $7,500$7,500
IX-11b Legal feesManagement $10,879$10,879
IX-11c Accounting feesManagement $65,051$65,051
IX-11e Professional fundraising feesFundraising $40,500$40,500
IX-11g Other fees for servicesPrograms $183,225 · Management $3,266$186,491
IX-12 Advertising and promotionManagement $3,408 · Fundraising $4,326$7,734
IX-13 Office expensesManagement $11,314$11,314
IX-14 Information technologyManagement $27,665$27,665
IX-16 OccupancyPrograms $44,753$44,753
IX-17 TravelPrograms $114,241$114,241
IX-19 Conferences, conventions and meetingsPrograms $46,759$46,759
IX-23 InsuranceManagement $5,757$5,757
IX-24 Other expenses (24a–d)Programs $49,830 · Management $27,732 · Fundraising $1,117$78,679
IX-25 Total functional expensesPrograms $750,386 · Management $251,447 · Fundraising $88,681$1,090,514
Part X · Balance sheet $658,287 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $694,169$333,665
X-2 Savings and temporary cash investments$324,622
X-16 Total assetsStart of year $696,694$658,287
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $696,694$658,287
X-32 Total net assets or fund balancesStart of year $696,694$658,287
X-33 Total liabilities and net assetsStart of year $696,694$658,287
Part XI · Reconciliation of net assets $658,287 net assets at year end
XI-1 Total revenue$1,074,703
XI-2 Total expenses$1,090,514
XI-3 Revenue less expenses−$15,811
XI-4 Net assets at start of year$696,694
XI-8 Prior period adjustments−$22,596
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$658,287

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

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