2023-08-09T09:20:44-05:00 2022-12-31 450250958 EIDE BAILLY LLP 810 S CINCINNATI AVE STE 600 TULSA OK 741191623 990 2022-01-01 753240683 FOLDS OF HONOR FOUNDATION FOLD 9182744700 5971 N PATRIOT DR OWASSO OK 74055 RAY P POUDRIER CFO 9182744700 2023-07-28 1 RAY POUDRIER 999009999 1 CHANDRA VENABLE CPA P00104736 9187485000 2023-07-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAN ROONEY 5971 N PATRIOT DR OWASSO OK 74055 57144118 0 6183 X WWW.FOLDSOFHONOR.ORG X 2007 DE TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR QUALIFYING SPOUSES AND/OR DEPENDENT CHILDREN OF MILITARY SERVICE MEN AND WOMEN AND FIRST RESPONDERS KILLED OR DISABLED WHILE SERVING AND DEFENDING OUR GREAT NATION. 12 11 91 11 0 0 50888674 55488681 0 0 267171 574836 2292 -420527 51158137 55642990 23689196 32078752 0 0 5421528 7365046 0 0 2369368 4859129 7528460 33969853 46972258 17188284 8670732 73033715 87120626 10430713 13588232 62603002 73532394 TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR QUALIFYING SPOUSES AND/OR DEPENDENT CHILDREN OF MILITARY SERVICE MEN AND WOMEN AND FIRST RESPONDERS KILLED OR DISABLED WHILE SERVING AND DEFENDING OUR GREAT NATION. 0 0 42363006 32078752 302709 SCHOLARSHIPS GIVEN BY THE FOLDS OF HONOR FOUNDATION SCHOLARSHIP PROGRAM AT TULSA COMMUNITY FOUNDATION FOR QUALIFYING SPOUSES AND/OR DEPENDENT CHILDREN OF MILITARY SERVICE MEN AND WOMEN AND FIRST RESPONDERS KILLED OR DISABLED WHILE SERVING AND DEFENDING OUR GREAT NATION. QUALIFYING CRITERIA INCLUDES DOCUMENTED PROOF OF SERVICE, DEATH CERTIFICATE OR DISABILITY RATING, MARRIAGE OR DEPENDENCY STATUS, VERIFIED AND APPROVED EDUCATIONAL INSTITUTION/PROGRAM. APPROXIMATELY 42,600 SCHOLARSHIPS HAVE BEEN AWARDED AS OF 12/31/2022. 42363006 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 98 0 1 91 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OK AL AK AR CA CO CT DE FL GA HI IL KS KY ME MD MA MI MN MS NY NM NJ NC ND NH OH OR PA RI SC TN UT VA WV WI WA DC X X RAY P POUDRIER 9182744700 5971 N PATRIOT DR OWASSSO OK 74055 LT COLONEL DAN ROONEY CEO & FOUNDER 40.00 X X 441036 0 36970 MIKE ARBOUR BOARD CHAIRMAN 3.00 X X 0 0 0 BRIAN WHITCOMB SECRETARY/NOMINATING CHAIR 3.00 X X 0 0 0 RYAN LEWELLYN BOARD MEMBER 3.00 X 0 0 0 JEFF BABINEAU BOARD MEMBER 3.00 X 0 0 0 LARRY PFEIFFER BOARD MEMBER 3.00 X 0 0 0 CHRIS WILLIAMS BOARD MEMBER 3.00 X 0 0 0 TERRY WILLIAMS BOARD MEMBER 3.00 X 0 0 0 DR JOHN ROONEY BOARD MEMBER 3.00 X 0 0 0 JOHNNY POWERS BOARD MEMBER 3.00 X 0 0 0 DAVE NORTH BOARD MEMBER 3.00 X 0 0 0 SCOTT MUELLER BOARD MEMBER 3.00 X 0 0 0 RAY POUDRIER CFO 40.00 X 150247 0 25480 NICK NICHOLS CHIEF GROWTH OFFICER 40.00 X 217960 0 25371 BEN LESLIE CHIEF IMPACT OFFICER 40.00 X 242346 0 33951 LARRY ROBINSON VP OF IMPACT 40.00 X 197143 0 38327 ROCKY SICKMANN SR VP, CORP ACCT 40.00 X 177425 0 27770 JOSEPH EASLEY DIRECTOR OF DONOR EXPERIENCE 40.00 X 114184 0 32485 MELANIE K BARDIN-MORROW VP OPERATIONS 40.00 X 113350 0 33063 GLENN GREENSPAN DIRECTOR PR 40.00 X 136594 0 37080 1790285 0 290497 13 0 1 0 IDEA RANCH 4860 SOUTH LEWIS TULSA OK 74105 VARIOUS MARKETING SERVICES 1214510 AMERICAN DUNES LLC 17000 LINCOLN ST GRAND HAVEN MI 49417 GOLF FUNDRAISING EVENT EXPENSE 195097 FORZA CONSTRUCTION SERVICES LLC 1325 N GARNETT RD TULSA OK 74116 MASONRY WORK NEW HEADQUARTERS 151000 3 3013301 52475380 417199 55488681 575051 575051 181973 213261 -31288 -31288 -31288 215 -215 -215 -215 225794 3013301 917742 -691948 -691948 672619 369910 302709 302709 55642990 302709 0 -148400 32078752 32078752 1173360 426041 389236 358083 4698725 3927870 516140 254715 255893 218010 20665 17218 826965 735721 71483 19761 410103 348588 41010 20505 231307 92523 115653 23131 2703841 1562475 169353 972013 519729 336927 90175 92627 386126 250982 77225 57919 67507 50630 10126 6751 581242 538443 42799 156138 78069 46841 31228 127404 95553 19111 12740 RECEPTIONS AND EVENTS 1855772 1313284 348058 194430 BANK CHARGES 280236 0 140118 140118 EQUIPMENT RENTAL AND MA 194909 146182 29236 19491 SECURITY 8913 5348 891 2674 415336 157608 154563 103165 46972258 42363006 2239884 2369368 8545377 8885564 37908957 31617482 386407 795296 85828 729655 166223 324528 261936 915686 17796038 1989115 5702766 15806923 13991789 21006062 5984432 7039430 73033715 87120626 10403342 13577453 27371 10779 10430713 13588232 X 54738498 64490881 7864504 9041513 62603002 73532394 73033715 87120626 8670732 -1433690 3692350 0 X 0 1 X 1 0 X 31464248 34894701 36727003 50888674 55488681 209463307 31464248 34894701 36727003 50888674 55488681 209463307 209463307 390798 670957 467863 500254 757024 2786896 212250203 2435281 0.98690 0.98500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12651 -1984 75 10592 11203 1548 100 12651 1303507 20655 20399 1323882 9476 11203 1081663 28569 199418 6143 1303507 1139424 -51683 6078 1081663 1.00000 0.00000 0.00000 1 0 1068223 1068223 2635398 671776 1963622 2901566 1317339 1584227 11190851 11190851 15806923 INVESTMENT IN CHAPTERS 6137088 BENEFICIARY INTEREST - DOMROE FOUNDATION 902342 7039430 X 58491075 -1433690 3700796 1131003 3398109 55092966 550024 550024 55642990 47561683 8445 1131003 1139448 46422235 550022 550022 46972257 PART X, LINE 2: THE ENTITY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ENTITY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 213,261. FUNDRAISING EVENT EXPENSES NETTED AGAINST REVENUE 917,742. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF DIRECT BENEFITS TO DONORS - NETTED AGAINST REVENUE FOR AUDIT 550,022. ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 213,261. FUNDRAISING EVENT EXPENSES NETTED AGAINST REVENUE 917,742. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF DIRECT BENEFITS TO DONORS - NETTED AGAINST REVENUE FOR AUDIT 550,022. AMERICAN DUNES ROLL CALL 539855 539855 121006 1681 69296 6900 45728 TEXTRON FREEDOM IN MOTION 449953 449953 50061 37701 23408 10725 23059 12 2249287 2023493 225794 84442 304599 60936 42765 35435 3239095 3013301 225794 255509 343981 153640 60390 104222 917742 -691948 1 TULSA COMMUNITY FOUNDATION 7030 S YALE STE 600 TULSA OK 74136 731554474 501(C)(3) 31660249 0 SCHOLARSHIPS PGA FOUNDATION INC DBA PGA REACH 100 AVENUE OF THE CHAMPIONS PALM BEACH GARDENS FL 33418 591809626 501(C)(3) 418503 0 HOPE MILITARY PROGRAM CONTRIBUTION 2 0 PART I, LINE 2: TULSA COMMUNITY FOUNDATION: QUALIFIED APPLICANTS MUST FIRST APPLY FOR THE SCHOLARSHIPS. THE SCHOLARSHIP TEAM AT FOLDS OF HONOR REVIEWS ALL APPLICATIONS TO MAKE SURE THE APPLICANTS MEET THE ELIGIBILITY REQUIREMENTS AND HAVE INCLUDED ALL NECESSARY DOCUMENTATION. WHEN THE SCHOLARSHIP APPLICATION WINDOW HAS CLOSED, THE EDUCATIONAL INSTITUTION INFORMATION OF THE ELIGIBLE APPLICANTS IS TURNED OVER TO TULSA COMMUNITY FOUNDATION (TCF). TCF THEN VETS ALL THE CHOSEN INSTITUTIONS OF HIGHER LEARNING, OR PRIVATE SCHOOLS/TUTORING COMPANIES FOR CHILDREN NOT YET GRADUATED FROM HIGH SCHOOL. AFTER TCF HAS PROPERLY VETTED THE SCHOOLS, THE LIST OF INSTITUTIONS IS RETURNED TO FOLDS OF HONOR. FOLDS OF HONOR NOTIFIES THOSE STUDENTS WHO ARE OFFERED SCHOLARSHIP AWARDS AND THE STUDENTS MUST CONFIRM THEIR ACCEPTANCE. AWARDEE MUST COMPLETE CHECK IN'S THROUGHOUT THE ACADEMIC YEAR BEFORE SCHOLARSHIP PAYMENTS ARE DISBURSED. ALL SCHOLARSHIPS AND APPLICANTS ARE TRACKED AFTER THE AWARDS. X X 1 1 X X X 0 1 0 0 0 0 0 1 0 LT COLONEL DAN ROONEY CEO & FOUNDER 285536 0 137500 0 18000 0 27773 0 9197 0 478006 0 0 0 BEN LESLIE CHIEF IMPACT OFFICER 217346 0 25000 0 0 0 10544 0 23407 0 276297 0 0 0 NICK NICHOLS CHIEF GROWTH OFFICER 192960 0 25000 0 0 0 19683 0 5688 0 243331 0 0 0 LARRY ROBINSON VP OF IMPACT 172143 0 25000 0 0 0 17645 0 20682 0 235470 0 0 0 ROCKY SICKMANN SR VP, CORP ACCT 168914 0 8511 0 0 0 11394 0 16376 0 205195 0 0 0 RAY POUDRIER CFO 136747 0 13500 0 0 0 13994 0 11486 0 175727 0 0 0 GLENN GREENSPAN DIRECTOR PR 123994 0 12600 0 0 0 9316 0 27764 0 173674 0 0 0 PART I, LINE 1A DUE TO EXTRAORDINARY TRAVEL DEMANDS, THE CEO SOMETIMES USES HIS PERSONAL SINGLE ENGINE AIRPLANE FOR AIR TRAVEL REQUIRED FOR FOUNDATION BUSINESS. THE FOUNDATION REIMBURSES SUCH TRAVEL BASED ON IRS STANDARD RATES. THE ORGANIZATION PAID SOCIAL CLUB DUES ON BEHALF OF SEVERAL OFFICERS IN ORDER TO MAINTAIN PGA, SPONSOR AND MAJOR DONOR RELATIONSHIPS DURING THE YEAR. PART I, LINE 4B THE FOUNDATION ENTERED INTO A LONG-TERM INCENTIVE COMPENSATION ARRANGEMENT WITH CEO LT COL DAN ROONEY. THE CEO HAS THE OPPORTUNITY TO EARN UP TO $80,000 ANNUALLY. PART I, LINE 7 DISCRETIONARY BONUSES ARE PAID TO EMPLOYEES. REILLY MARIE NICHOLS CHILD OF CHIEF GROWTH OFFICER, NICK NICHOLS 2500 HIGHER EDUCATION SCHOLARSHIP SCHOLARSHIP X 43 132088 X FLIGHT MILES 1 253000 FMV X PROMOTIONAL ITEMS 10 32111 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE POWERS OF THE BOARD OF DIRECTORS DURING THE PERIODS WHEN THE BOARD IS NOT IN SESSION. THIS INCLUDES THE AUTHORITY OF THE ANNUAL REVIEW AND RECOMMENDATION TO THE BOARD THE COMPENSATION OF THE CEO AND PRESIDENT/COO. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP - LT COL DAN ROONEY, CEO AND JOHN ROONEY, BOARD MEMBER. BUSINESS RELATIONSHIP - LT COL DAN ROONEY, CEO AND RYAN LEWELLYN, BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, CFO, AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEW THE DRAFT FORM 990 AND REPORT TO THE BOARD OF DIRECTORS. THE CEO DISTRIBUTES A FINAL COPY OF THE FORM 990 FOR BOARD REVIEW AND APPROVAL PRIOR TO FILING THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS SUBMITS A COMPLETED DISCLOSURE QUESTIONNAIRE ANNUALLY TO IDENTIFY POTENTIAL CONFLICTS AMONGST BOARD MEMBERS, THE FOUNDATION, AND ANY EXTERNAL BUSINESS RELATIONSHIPS. IN ADDITION, ALL SCHOLARSHIP APPLICATIONS ARE REVIEWED FOR POTENTIAL CONFLICTS. VENDOR CONTRACTS ARE REVIEWED BY BOARD MANAGEMENT PRIOR TO EXECUTING TO ENSURE NO CONFLICT OF INTEREST EXISTS. ANY SIGNIFICANT CONFLICTS OF INTEREST IDENTIFIED ARE SENT TO THE BOARD OF DIRECTORS FOR REVIEW AND TO MAKE A DECISION ON HOW TO PROCEED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EVALUATES THE CEO'S PERFORMANCE ON AN ANNUAL BASIS AND PROPOSES ANY SALARY INCREASES BASED ON THAT PERFORMANCE AS WELL AS ESTABLISHED GOALS AND OBJECTIVES. FOR OTHER KEY EMPLOYEES, AN ANNUAL COMPENSATION REVIEW IS COMPLETED. THE ORGANIZATION UTILIZES NONPROFIT COMPENSATION MARKET SURVEYS TO ENSURE EMPLOYEE COMPENSATION IS EQUITABLE WITHIN BOTH THE ORGANIZATION AND INDUSTRY. ANNUAL PERFORMANCE REVIEWS ARE CONDUCTED BY DIRECT SUPERVISORS AND MANAGERS AND COMPENSATION INCREASE RECOMMENDATIONS ARE SUBMITTED TO THE EXECUTIVE MANAGEMENT FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 AUDIT REPORTS, FORM 990 FILINGS, AND PRIVACY AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE FOR PUBLIC INSPECTION ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. PATRIOT COTTAGES LLC 5790 N PATRIOT DR OWASSO OK 74055 455156787 RENTAL OK -85369 1636834 FOLDS OF HONOR FOUNDATION