2023-09-26T08:03:00-05:00 2022-12-31 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2022-01-01 251828488 MEDAL OF HONOR FOUNDATION INC MEDA 7034691861 40 PATRIOTS POINT ROAD MT PLEASANT SC 29464 BRITT SLABINSKI TREASURER 2026706325 2023-09-25 1 BRITT SLABINSKI 999009999 1 JANICE A RATICA P00358837 7043338881 2023-09-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRITT SLABINSKI 40 PATRIOTS POINT ROAD MT PLEASANT SC 29464 3249783 0 X WWW.CMOHS.ORG X 1999 PA TO PERPETUATE THE MEDAL OF HONOR'S LEGACY OF COURAGE, SACRIFICE, AND PATRIOTISM AND SUPPORT THE OPERATIONS AND PROGRAMS OF THE CONGRESSIONAL MEDAL OF HONOR SOCIETY OF THE UNITED STATES OF AMERICA, INCLUDING THE PUBLIC SERVICE ACTIVITIES OF MEDAL OF HONOR RECIPIENTS. 7 7 3 7 0 0 1155122 894008 0 0 3279290 29325 48471 5448 4482883 928781 2067572 2799207 0 0 306926 186878 0 0 98804 356769 283500 2731267 3269585 1751616 -2340804 10060291 7271505 11479 13629 10048812 7257876 X THE MEDAL OF HONOR FOUNDATION'S MISSION AND PURPOSE IS PROVIDE FUNDS TO SUPPORT THE CONGRESSIONAL MEDAL OF HONOR SOCIETY. IN DOING SO, THE FOUNDATION SUPPORTS THE SOCIETY IN ADVANCING THEIR MISSION TO PERPETUATE THE MEDAL OF HONOR'S LEGACY OF COURAGE, SACRIFICE, SELFLESS SERVICE AND PATRIOTISM THROUGH PRESERVING MEDAL OF HONOR RECIPIENT STORIES AND SHARING THEIR CORE VALUES COURAGE, SACRIFICE, INTEGRITY, COMMITMENT, PATRIOTISM, AND CITIZENSHIP THROUGH OUTREACH AND EDUCATION INITIATIVES. 0 0 139769 PROMOTION OF THE LEGACY OF THE MEDAL OF HONOR AND ITS RECIPIENTS THROUGH PUBLIC RECOGNITION OF THE COURAGE AND SACRIFICE OF AMERICAN SERVICEMEN. FOR 2022, 90% OF ALL EXPENSES WERE INCURRED TO SUPPORT THE PROGRAMS AND MISSION OF THE MEDAL OF HONOR FOUNDATION AND THE CONGRESSIONAL MEDAL OF HONOR SOCIETY. 2799207 2799207 PROVIDE GRANTS TO THE CONGRESSIONAL MEDAL OF HONOR SOCIETY IN SUPPORT OF THEIR PROGRAMS AND OPERATIONS. FACILITATE OPPORTUNITIES FOR MEDAL OF HONOR RECIPIENTS TO PERFORM COMMUNITY OUTREACH AND SHARE THEIR INSPIRATIONAL MESSAGES WITH OTHERS. 2938976 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC TN UT VA WA WV WI X X KAREN TURPIN 7034691861 40 PATRIOTS POINT ROAD MT PLEASANT SC 29464 HAROLD FRITZ DIRECTOR 2.00 X 0 0 0 WILLIAM SWENSON DIRECTOR 2.00 X 0 0 0 MIKE THORNTON DIRECTOR 2.00 X 0 0 0 MATTHEW WILLIAMS DIRECTOR 2.00 X 0 0 0 DAVID J MCINTYRE JR CHAIRMAN 2.00 X X 0 0 0 LEROY PETRY VICE CHAIRMAN 2.00 X X 0 0 0 BRITT SLABINSKI TREASURER 2.00 X X 0 0 0 KATE SMITH EX. DIRECTOR (JAN - DEC) 40.00 X 41175 0 0 JOHN SHERTZER EX. DIRETOR (SEPT - PRESENT) 40.00 X 55174 0 0 96349 0 0 0 0 0 0 0 894008 894008 214411 214411 2135916 2321002 -185086 -185086 -185086 5199 0 5199 5199 OTHER INCOME 900099 249 249 249 928781 -179638 0 214411 2799207 2799207 169540 74278 68251 27011 17338 7596 6980 2762 44481 44481 75512 2921 69670 2921 4612 4612 1879 1879 52625 50000 2625 7102 7102 EDUCATIONAL EVENTS 66110 66110 MISCELLANEOUS EXPENSES 20113 20113 BANK/PAYROLL SERVICES 6092 6092 RECIPIENT OUTREACH 4974 4974 3269585 2938976 231805 98804 1551053 1089412 2408 29340 23860 8312029 5991195 167869 164630 10060291 7271505 11479 13629 11479 13629 X 8036218 5053523 2012594 2204353 10048812 7257876 10060291 7271505 X -2340804 -502017 1885 50000 X X 0 1 X 1 0 X 2234027 3652754 3464055 1105122 894008 11349966 2234027 3652754 3464055 1105122 894008 11349966 4567356 6782610 217841 208269 206562 175531 214411 1022614 1861 17685 3408 2778 5448 31180 12403760 159671 0.54680 0.70780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8312029 333333 -518313 2797715 5053023 10120868 572454 2381293 8312029 8882483 1238385 10120868 7774040 33645 1459798 385000 8882483 9907987 -733947 1400000 7774040 1.00000 0 0 0 X 384168 -502017 1885 -500132 884300 44481 44481 928781 3225104 0 3225104 44481 44481 3269585 PART V, LINE 4: FUNDS DEPOSITED IN THE ENDOWMENT ACCOUNT ARE DESIGNATED IN THAT THE PRINCIPAL WILL NOT BE WITHDRAWN EXCEPT AS APPROVED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. INTEREST AND DIVIDENDS EARNED ON THE ENDOWMENT, NOT TO EXCEED FIVE PERCENT OF THE PRINCIPAL, MAY BE TRANSFERRED TO THE GENERAL OPERATING ACCOUNT OR TO A SPECIFIC PROJECT ON AN ANNUAL BASIS, AS APPROVED BY THE BOARD OF DIRECTORS. EXCESS FUNDS AND DEPOSITS WILL BE ADDED TO THE ENDOWMENT PRINCIPAL AND BE SUBJECT TO THE ENDOWMENT ACCOUNT DESIGNATIONS. PART X, LINE 2: MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE FOR THE YEARS ENDED DECEMBER 31, 2022 OR 2021. 1 CONGRESSIONAL MEDAL OF HONOR SOCIETY 40 PATRIOTS POINT ROAD MT PLEASANT SC 29464 526056376 501(C)(3) 2799207 0 TO SUPPORT THE OPERATIONS AND PROGRAMS OF THE MEDAL OF HONOR SOCIETY. 1 PART I, LINE 2: THE MEDAL OF HONOR FOUNDATION'S STAFF WORKS WITH THE CONGRESSIONAL MEDAL OF HONOR SOCIETY'S STAFF TO ENSURE THAT THE GRANTS ARE BEING SPENT WITHIN THE CRITERIA OF THE GIFT OR ENDOWMENT AGREEMENTS. FORM 990, PART VI, SECTION A, LINE 7A CONGRESSIONAL MEDAL OF HONOR SOCIETY, A RELATED 501(C)(3) ORGANIZATION, HAS THE POWER TO APPOINT BOARD MEMBERS FOR THE CONGRESSIONAL MEDAL OF HONOR FOUNDATION FORM 990, PART VI, SECTION A, LINE 7B CONGRESSIONAL MEDAL OF HONOR SOCIETY, A RELATED 501(C)(3) ORGANIZATION, HAS THE RIGHT TO APPROVE ANY CHANGES MADE TO THE BYLAWS FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD BY THE CO-CHAIRMEN FOR REVIEW AND ENDORSEMENT AND THEN EMAILED TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BEFORE ANY OFFICER OR DIRECTOR TAKES HIS OR HER SEAT IN OFFICE OR ON THE BOARD, AND ANNUALLY DURING HIS OR HER TERM, EACH OFFICER AND DIRECTOR IS REQUIRED TO SUBMIT IN WRITING TO THE CHAIRMAN A LIST OF ALL BUSINESSES OR OTHER ORGANIZATIONS (A) OF WHICH HE OR SHE IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OWNER (EITHER AS A SOLE PROPRIETOR OR PARTNER), SHAREHOLDER, EMPLOYEE OR AGENT, OR IN WHICH HE OR SHE OTHERWISE HAS A MATERIAL FINANCIAL INTEREST, AND (B) WITH WHICH THE FOUNDATION HAS, OR MIGHT FORESEEABLY ENTER INTO, A RELATIONSHIP OR A TRANSACTION IN WHICH THE OFFICER OR DIRECTOR HAS OR WOULD HAVE AN INTEREST POTENTIALLY IN CONFLICT WITH THAT OF THE FOUNDATION. ANY SIMILAR INTEREST OF AN IMMEDIATE FAMILY MEMBER OF AN OFFICER OR DIRECTOR SHALL BE DEEMED A CONFLICTING INTEREST OF SUCH OFFICER OR DIRECTOR AND REQUIRES SUCH DISCLOSURE. IN THE EVENT A POTENTIAL CONFLICT ARISES DURING THE YEAR, THE INTERESTED OFFICER OR DIRECTOR SHOULD SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND/OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 IN ORDER TO ENSURE REASONABLENESS OF COMPENSATION FOR THE EXECUTIVE DIRECTOR AS WELL AS KEY EMPLOYEES, THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS SALARIES FROM SIMILARLY SITUATED ORGANIZATIONS. ANY COMPENSATION ADJUSTMENTS ARE APPROVED BY THE COMMITTEE, AND ALL DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS CURRENTLY AVAILABLE UPON REQUEST AND ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN RELATED PARTY RECEIVABLE 50,000. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED. CONGRESSIONAL MEDAL OF HONOR SOCIETY 40 PATRIOTS POINT ROAD MOUNT PLEASANT SC 29464 526056376 VETERAN ASSISTANCE SC 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONGRESSIONAL MEDAL OF HONOR SOCIETY B 2799207 FAIR MARKET VALUE