2024-01-25T10:47:35-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-07-01 411721688 DISABLED AMERICAN VETERANS OF MINNESOTA FOUNDATION INC DISA 6512911212 STATE VETERANS SERVICE BLDG 300 SAINT PAUL MN 55155 LAURI BROOKE EXECUTIVE DIRECTOR 6512911212 2024-01-18 1 LAURI BROOKE 999009999 0 HEIDI GRINDE P02163937 6123764500 2024-01-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURI BROOKE STATE VETERANS SERVICE BLDG 300 SAINT PAUL MN 55155 2329922 0 X WWW.DAVMNFOUNDATION.ORG X 1992 MN PROVIDING FOR THE REHABILITATION AND CONTINUING WELFARE OF AMERICA'S DISABLED VETERANS AND FAMILIES. 7 7 0 750 0 0 595135 521000 0 0 326159 87206 -4685 -10479 916609 597727 383589 454398 0 0 64873 88899 0 0 16058 216456 235276 664918 778573 251691 -180846 4955229 5047433 91039 246311 4864190 4801122 TO ASSIST IN PROVIDING FOR THE REHABILITATION AND CONTINUING WELFARE OF AMERICA'S DISABLED VETERANS, THEIR FAMILIES, DEPENDENTS, AND SURVIVORS. 0 0 186117 51870 VETERANS OUTDOORS PROGRAM:THE MISSION OF THE DAV OF MN OUTDOORS PROGRAM IS TO PROVIDE DIVERSIFIED OUTDOOR OPPORTUNITIES THAT ENCOURAGES VETERANS WITH DISABILITIES TO PARTICIPATE IN ACTIVITIES THAT INCREASE HAND-EYE COORDINATION, STRENGTH AND ENDURANCE AS WELL AS ENHANCE THEIR QUALITY OF LIFE. THE MISSION OF THIS PROGRAM IS TO PROVIDE RECREATIONAL THERAPY THROUGH EVENTS IN THE OUTDOORS THAT WILL CREATE A POSITIVE EFFECT ON VETERANS AND NOT JUST CREATE A ENTERTAINMENT ENVIRONMENT. THIS FISCAL YEAR, THE FOUNDATION SUPPORTED GETTING OVER 500 VETERANS BACK INTO THE OUTDOORS ACTIVITIES. 85160 81000 TRANSPORTATION:IT IS EXTREMELY IMPORTANT THAT VETERANS ARE ABLE TO RECEIVE THE HEALTH CARE THEY HAVE EARNED FOR THEIR SERVICE TO OUR COUNTRY. THE TRANSPORTATION PROGRAM THAT THE DAV MN FOUNDATION SUPPORTED IS TO INSURING THAT VETERANS RECEIVE "FREE" TRANSPORTATION TO HIS OR HER VA MEDICAL APPOINTMENT. IN THIS FISCAL YEAR, THE FOUNDATION GRANTED FUNDS TO EIGHT DIFFERENT TRANSPORTATION PLATFORMS. HELPING OVER 40,000 DISABLED VETERANS GET TO HIS OR HER MEDICAL APPOINTMENTS. 369349 321528 OTHER VETERANS SERVICES:THE DAV VETERANS SERVICE PROGRAMS PROVIDE A RANGE OF BENEFITS AND SERVICES TO VETERANS AND THEIR FAMILIES INCLUDING HEALTHCARE, EDUCATION, COMPENSATION BENEFITS, QUALITY OF LIFE, RECREATIONAL THERAPY PROGRAMS AND MENTAL WELLNESS. 640626 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X LAURI BROOKE 6512911212 STATE VETERANS SERVICE BLDG 300 ST PAUL MN 55155 JOEL SCHILLING DIRECTOR 3.00 0.00 X 0 0 0 KERRI ALLISON DIRECTOR 3.00 0.00 X 0 0 0 DAVE VALTINSON DIRECTOR 3.00 0.00 X 0 0 0 PAUL PEDERSON DIRECTOR 3.00 0.00 X 0 0 0 ELLSWORTH FIELDS DIRECTOR 3.00 5.00 X 0 0 0 SCOTT BERNDT TREASURER 5.00 5.00 X X 0 0 0 MICHAEL MCLAUGHLIN CHAIR 5.00 0.00 X X 0 0 0 LAURI BROOKE EXECUTIVE DIRECTOR 40.00 0.00 X 0 30962 4025 MICK AGUIRRE ADVISOR 3.00 5.00 X 0 0 0 0 30962 4025 0 0 0 0 0 48275 472725 521000 155222 155222 1648275 1716291 -68016 -68016 -68016 5425 48275 15904 -10479 -10479 597727 0 0 76727 454398 454398 76683 28310 34218 14155 2593 2593 3333 1028 1788 517 6290 2243 2926 1121 30340 30340 33962 33962 1500 1500 174 174 12094 212 11882 VETERAN SERVICE PROGRAM 152408 152408 MISC EXPENSE 4798 527 4006 265 778573 640626 121889 16058 38015 200183 571954 213265 1831 10988 36173 46861 4307256 4576136 4955229 5047433 4668 133774 31525 22272 54846 90265 91039 246311 X 3711321 3858681 1152869 942441 4864190 4801122 4955229 5047433 -180846 117778 0 X 0 1 X 1 0 X 407533 544638 595135 521000 2068306 407533 544638 595135 521000 2068306 221865 1846441 91041 81503 159804 155222 487570 24631 24631 2580507 26332 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 24,631. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO DAV DEPARTMENT OF MINNESOTA 90265 90265 X 683043 117778 1500 119278 563765 33962 33962 597727 746111 1500 1500 744611 33962 33962 778573 PART X, LINE 2: DISABLED AMERICAN VETERANS OF MINNESOTA FOUNDATION, INC. IS EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS ONLY SUBJECT TO FEDERAL INCOME TAXES ON NET UNRELATED BUSINESS INCOME. SINCE THE FOUNDATION HAD NO UNRELATED BUSINESS TAXABLE INCOME IN FISCAL YEAR 2023 OR 2022, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR FEDERAL INCOME TAXES. THE FOUNDATION HAS NOT BEEN RECENTLY AUDITED; AND ACCORDINGLY, THE INFORMATION TAX RETURNS FOR THE PAST THREE YEARS ARE OPEN TO EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT THEY DO NOT RESULT IN ANYTHING THAT WOULD REQUIRE EITHER RECORDING OR DISCLOSURE IN THE FINANCIAL STATEMENTS BASED ON THE CRITERIA SET FORTH IN ASC 740. PART XI, LINE 2D - OTHER ADJUSTMENTS: IN-KIND SERVICES 1,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: IN-KIND SERVICES 1,500. GOLF TOURNAMENT 53700 48275 5425 3815 12089 53700 48275 5425 3815 12089 15904 -10479 1 MINNEAPOLIS VAMC 1 VETERANS DRIVE MINNEAPOLIS MN 55417 GOVERNMENT 38757 0 N/A N/A SUMMER AND WINTER SPORTS CLINICS DISABLED AMERICAN VETERANS CHAPTER 38 PO BOX 526 PARK RAPIDS MN 56470 311056319 501(C)4 50000 0 N/A N/A GENERAL USE DAV NATIONAL SERVICE FOUNDATION 3725 ALEXANDRIA PIKE COLD SPRINGS KY 41076 521516071 501(C)3 140000 0 N/A N/A NATIONAL CONVENTION, GOLF CLINIC, WINTER SPORTS CLINIC, DONATED VEHICLE DISABLED AMERICAN VETERANS DEPARTMENT OF MINNESOTA INC STATE VETERANS SERVICE BUILDING ST PAUL MN 55155 410641627 501(C)4 109410 0 N/A N/A OUTDOORS AND TRANSPORTATION ST CLOUD VA HEALTH CARE 4801 VETERANS DR ST CLOUD MN 56303 GOVERNMENT 5348 0 N/A N/A ST CLOUD VAMC COINS FARGO VAMC - VAVS 2101 NORTH ELM FARGO ND 58102 411871141 GOVERNMENT 7422 0 N/A N/A BUSY BAGS IRONWOOD SPRINGS 7291 COUNTY ROAD 6 SOUTHWEST STEWARTVILLE MN 55976 411281157 501(C)3 6820 0 N/A N/A GOLD STAR FAMILY RETREAT EVERY THIRD SATURDAY 5402 43RD AVENUE SOUTH MINNEAPOLIS MN 55417 812658331 501(C)3 6910 0 N/A N/A GRANT FOR WARRIOR PATH PROGRAM DISABLED AMERICAN VETERANS CHAPTER 28 PO BOX 6226 ROCHESTER MN 55903 237098885 501(C)4 9350 0 N/A N/A OUTDOORS ACTIVITIES DISABLED AMERICAN VETERANS CHAPTER 41 50554 350TH STREET SALOL MN 56756 901305230 501(C)4 10000 0 N/A N/A TRANSPORTATION STAIRLIFT FOR VETS 2563 SEPPALA BOULEVARD NORTH ST PAUL MN 55109 853693853 501(C)3 10000 0 N/A N/A STAIRLIFTS LAST MAN CLUB VETERAN RELIEF FUND 47240 STATE HWY 22 KASOTA MN 56050 824009377 501(C)3 15000 0 N/A N/A RELIEF FOR VETS MINNESOTA ASSISTANCE COUNCIL FOR VETERANS 1000 UNIVERSITY AVE W SUITE 10 ST PAUL MN 55104 411694717 501(C)3 30000 0 N/A N/A HOMELESS VETS 7 7 PART I, LINE 2: THE FOUNDATION SOLICITS, COLLECTS, AND OTHERWISE RAISES FUNDS IN ACCORDANCE WITH ARTICLE 15 OF THE DAV BYLAWS FOR THE PURPOSE OF PROVIDING FINANCIAL SUPPORT TO ENSURE THE PERPETUATION OF THE SERVICES AND PROGRAMS OF DAVMN. THE FOUNDATION MAY ALSO GRANT FUNDS TO PROJECTS AND PROGRAMS THAT DIRECTLY SUPPORT VETERANS AND THEIR FAMILIES THROUGHOUT MINNESOTA. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS, MAY DESIGNATE ONE OR MORE COMMITTEES, EACH OF WHICH SHALL CONSIST OF TWO OR MORE DIRECTORS. ADDITIONAL DISABLED AMERICAN VETERANS DEPARTMENT OF MINNESOTA MEMBERS IN GOOD STANDING CAN ALSO BE APPOINTED BY THE CHAIR TO SERVE ON COMMITTEES AS ADVISORS/NON-VOTING MEMBERS. THESE COMMITTEES, TO THE EXTENT PROVIDED IN SUCH RESOLUTION, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE FOUNDATION, BUT THE DESIGNATION OF SUCH COMMITTEES AND THE DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO RELIEVE THE BOARD OF DIRECTORS, OR ANY INDIVIDUAL DIRECTOR, OF ANY RESPONSIBILITY IMPOSED ON IT OR HIM BY LAW. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION'S MEMBERS ARE MEMBERS OF THE DISABLED AMERICAN VETERANS DEPARTMENT OF MINNESOTA (THE DEPARTMENT). FORM 990, PART VI, SECTION A, LINE 7A THE AFFAIRS OF THE FOUNDATION SHALL BE MANAGED BY ITS BOARD OF DIRECTORS. THE BOARD SHALL CONSIST OF SEVEN (7) DIRECTORS. TO SERVE AS A DIRECTOR, ONE MUST BE A CURRENT DAVMN MEMBER. IN NOMINATING AND SELECTING A DIRECTOR, THE DAVMN EXECUTIVE DIRECTOR AND REMAINING DIRECTORS MAY CONSIDER THE INDIVIDUAL'S PAST INVOLVEMENT AT THE CHAPTER OR DEPARTMENT LEVEL. EACH DIRECTOR SHALL HOLD OFFICE FOR A TERM OF THREE (3) YEARS OR UNTIL A SUCCESSOR IS DULY ELECTED. DIRECTORS SHALL NOT SERVE MORE THAN TWO FULL CONSECUTIVE TERMS. THE DEPARTMENT TREASURER AND DEPARTMENT SR. VICE COMMANDER ELECTED TO THE DEPARTMENT EXECUTIVE BOARD ARE APPOINTED ANNUALLY TO THE FOUNDATION BOARD OF DIRECTORS. EACH REMAINING DIRECTOR SHALL SERVE A THREE (3) YEAR TERM. THE DEPARTMENT COMMANDER, FOUNDATION EXECUTIVE DIRECTOR, AND DEPARTMENT ADJUTANT, SHALL SERVE AS EX-OFFICIO ADVISORS AND SHALL NOT VOTE. EACH YEAR, THE BOARD OF DIRECTORS SHALL MAKE A RECOMMENDATION FOR THE EXPIRING DIRECTOR(S) REPLACEMENT/REAPPOINTMENT WITH THE APPROVAL OF THE DEPARTMENT EXECUTIVE COMMITTEE, SO LONG AS THAT APPOINTEE IS A MEMBER IN GOOD STANDING OF THE DISABLED AMERICAN VETERANS DEPARTMENT OF MINNESOTA. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE FOUNDATION'S BYLAWS ARE NOT EFFECTIVE UNTIL ADOPTED BY A TWO-THIRDS VOTE OF THE FOUNDATION'S BOARD OF DIRECTORS AND APPROVED BY THE DISABLED AMERICAN VETERANS DEPARTMENT OF MINNESOTA'S EXECUTIVE COMMITTEE AND THE NATIONAL JUDGE ADVOCATE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM USING INFORMATION PROVIDED BY THE ORGANIZATION. WHEN A DRAFT IS READY, THE FORM 990 IS REVIEWED BY THE DEPARTMENT TREASURER AND ADJUTANT AND FORWARDED TO THE FINANCE COMMITTEE FOR FINAL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY POTENTIALLY CONFLICTING RELATIONSHIPS OR TRANSACTIONS. THE BOARD AND KEY EMPLOYEES ADDRESS ANY CONFLICTS OF INTEREST AS THEY ARISE AT THE BOARD LEVEL. SHOULD A CONFLICT PRESENT ITSELF, BOARD MEMBERS WITH A CONFLICT WILL ABSTAIN FROM VOTING. EVERY YEAR, THE BOARD OF DIRECTORS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. DISABLED AMERICAN VETERANS DEPARTMENT OF MINNESOTA INC 20 12TH STREET WEST 3RD FLOOR ST PAUL MN 55155 470641627 ASSIST THE CONTINUING WELFARE OF AMERICA'S DISABLED VETERANS MN 501(C)(4) N/A N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 DISABLED AMERICAN VETERANS DEPARTMENT OF MINNESOTA INC C 100000 FMV DISABLED AMERICAN VETERANS DEPARTMENT OF MINNESOTA INC B 71000 FMV DISABLED AMERICAN VETERANS DEPARTMENT OF MINNESOTA INC P 90381 FMV