2025-10-24T10:49:07-05:00 2024-12-31 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX STREET SUITE 400 ALEXANDRIA VA 22314 990 2024-01-01 800369895 BLUE STAR FAMILIES INC BLUE 2026302583 441 SAXONY THE HIVEBARN 2 ENCINITAS CA 92024 NOELEEN A TILLMAN COO 2026302583 2025-10-23 1 1 ANDREW E YOUNG CPA P01203950 7035351200 2025-10-23 2024 2025-03-06 01:10:19Z NOELEEN A TILLMAN 441 SAXONY THE HIVE/BARN 2 ENCINITAS CA 92024 43550640 0 X WWW.BLUESTARFAM.ORG X 2009 GA TO CONNECT, ENGAGE, AND EMPOWER MILITARY FAMILIES WITHIN THE GREATER COMMUNITY. 13 12 111 289 0 0 29952874 41240949 0 210000 17624 155444 15206 0 29985704 41606393 20000 250000 0 0 8158185 10350907 0 0 1158047 9268222 12490957 17446407 23091864 12539297 18514529 31278606 51380592 1183642 1326108 30094964 50054484 X BLUE STAR FAMILIES IS COMMITTED TO CONNECTING ONE ANOTHER THROUGH THE UNIQUE CHALLENGES OF MILITARY SERVICE AND ASKING THE LARGER CIVILIAN POPULATION TO HELP AS WELL, STRENGTHENING MILITARY FAMILIES REGARDLESS OF RANK, BRANCH OF SERVICE OR PHYSICAL LOCATION, AND LEADING MILITARY FAMILY MEMBERS TOWARDS OPPORTUNITIES TO BUILD STRENGTH IN INDIVIDUALS, FAMILIES AND COMMUNITIES. WE ACCOMPLISH THIS THROUGH LOCAL CHAPTER-BASED COMMUNITY EVENTS AND BY SERVING AS A BRIDGE BETWEEN FAMILIES AND SUPPORT AND SERVICE ORGANIZATIONS THAT ARE STRIVING TOHELP MAKE MILITARY LIFE MORE SUSTAINABLE. THROUGH OUTREACH AND INVOLVEMENT WITH NATIONAL AND LOCAL ORGANIZATIONS, CIVILIAN COMMUNITIES AND GOVERNMENT ENTITIES, BLUE STAR FAMILIES WORKS HAND IN HAND TO SHARE THE PRIDE OF SERVICE, PROMOTE HEALTHIER FAMILIES, AID IN OUR MILITARY READINESS AND CONTRIBUTE TO OUR COUNTRY'S STRENGTH. 0 0 15107403 250000 COMMUNITIES - BLUE STAR FAMILIES, INC. DESIGNS AND DELIVERS INNOVATIVE PROGRAMS THAT ARE GEARED FOR THE MILITARY COMMUNITY. SPOUSE EMPLOYMENT AND THE BSF CAREERS PROGRAM SUPPORTS SPOUSES THROUGH THEIR CAREER JOURNEY AND PROVIDES OPPORTUNITY FOR MILITARY SPOUSES TO DEVELOP NETWORKS AND ACCESS EMPLOYMENT AND TRAINING RESOURCES. BLUE STAR MUSEUMS OFFERS FREE ADMISSION TO MORE THAN 2,000 MUSEUMS ACROSS THE COUNTRY FROM MEMORIAL DAY THROUGH LABOR DAY EACH SUMMER. BLUE STAR BOOKS ON BASES DONATES BOOKS TO MILITARY CHILDREN, BASE LIBRARIES,DEPARTMENT OF DEFENSE SCHOOLS, AND MILITARY-IMPACTED PUBLIC SCHOOLS AND LIBRARIES AROUND THE WORLD. CAREGIVERS PROGRAMMING PROVIDES ONGOING RESOURCES TO BUILD RESILIENCY AND THE COPING SKILLS NECESSARY TO ADDRESS THE RIGORS OF THE CAREGIVERS' DAY-TO-DAY LIFESTYLE. BLUE STAR FAMILIES LAUNCHED SEVERAL PHYSICAL CHAPTERS IN LOCATIONS AROUND THE COUNTRY TO PROVIDE SUPPORT AND RESOURCES DIRECTLY TO MILITARY FAMILIES. 1117250 RESEARCH AND POLICY - BLUE STAR FAMILIES, INC., AS PART OF ITS CENTRAL MISSION TO CONNECT, ENGAGE, AND EMPOWER MILITARY FAMILIES, CONDUCTS IN-DEPTH RESEARCH ON THE ISSUE THAT AFFECT THE MILITARY FAMILY COMMUNITY. ANNUAL MILITARY LIFESTYLE SURVEY: THE BLUE STAR FAMILIES ANNUAL MILITARY FAMILY LIFESTYLE SURVEY (AMFLS) PROVIDES DEEP AND VALUABLE INSIGHT INTO THE TRUE COSTS OF SUSTAINING OUR NATION'S ALL-VOLUNTEER FORCE AND PROVIDES THE VEHICLE FOR MILITARY FAMILIES' VOICES TO BE HEARD BY KEY DECISION-MAKERS. WHITE OAK: THE PURPOSE OF THE WHITE OAK RETREATS IS TO ENCOURAGE CREATIVE THINKING AND FACILITATE SOLUTIONS THAT REQUIRE COLLABORATION BOTH WITHIN AND BETWEEN THE GOVERNMENT, NON-PROFIT, AND INDEPENDENT SECTORS IN THE MILITARY FAMILY SPACE. 3419807 TECHNOLOGY ENGAGEMENT - BLUE STAR FAMILIES, INC. LEVERAGES STATE OF THE ART OUTREACH AND INFORMATION CHANNELS TO CONNECT WITH MILITARY FAMILIES AROUND THE WORLD. MILITARY FAMILIES ARE ENGAGED THROUGH OUR ONLINE RESOURCES, ONLINE WEBINARS, ONLINE MENTORING, VIRTUAL HANG-OUTS,FACEBOOK LIVE AND STREAMING EVENTS, AND, A VARIETY OF OTHER TECHNOLOGY POINTS. THIS ALLOWS MILITARY FAMILIES TO ACCESS BLUE STAR FAMILIES AND ITS RESOURCES ANYWHERE IN THE WORLD. 210000 210000 19644460 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 106 0 111 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VT VA WA WV WI X X THE ORGANIZATION 2026302583 441 SAXONY THE HIVE/BARN 2 ENCINITAS CA 92024 KATHY ROTH-DOUQUET PRESIDENT & CEO 40.00 X X 468172 0 17246 GWENDOLYN BINGHAM CHAIR 2.00 X X 0 0 0 CHRIS BOGDAN VICE-CHAIR 2.00 X X 0 0 0 WHIT COBB DIRECTOR 2.00 X 0 0 0 ELLYN DUNFORD DIRECTOR 2.00 X 0 0 0 CHARLES EGGLESTON DIRECTOR 2.00 X 0 0 0 TODD FINGER DIRECTOR 2.00 X 0 0 0 BRIANNA KEILAR DIRECTOR 2.00 X 0 0 0 VAL NICHOLAS DIRECTOR 2.00 X 0 0 0 JENNIFER O'CONNER DIRECTOR 2.00 X 0 0 0 NADA STIRRATT DIRECTOR 2.00 X 0 0 0 BRYAN TUCKER DIRECTOR 2.00 X 0 0 0 WILSON WANG DIRECTOR 2.00 X 0 0 0 NOELEEN TILLMAN COO, TREASURER, SECRETARY 40.00 X 288846 0 12942 VINCENT DUNCAN CHIEF FINANCIAL OFFICER 40.00 X 170615 0 0 BRIAN WHITING CHIEF TRANSFORMATION OFFICER 40.00 X 355828 0 17204 LINDSAY KNIGHT CHIEF IMPACT OFFICER 40.00 X 211539 0 9692 RYAN CALLAHAN EXECUTIVE VICE PRESIDENT, DIGITAL INNOVATIONS 40.00 X 170000 0 0 ASHLEY SAVILLE SENIOR VICE PRESIDENT, DEVELOPMENT 40.00 X 186539 0 0 THOMAS PORTER VICE PRESIDENT, GOVERNMENT AFFAIRS 40.00 X 205831 0 10350 MICHAEL KANG VICE PRESIDENT, TECHNOLOGY AND ANALYTICS 40.00 X 166312 0 8527 SUSAN ANNE MESSINA VICE PRESIDENT, DEVELOPMENT 40.00 X 166781 0 8500 2390463 0 84461 21 0 1 0 ORIGINAL STRATEGIES LLC 240 SOUTH RIVER LANDING ROAD EDGEWATER MD 21037 COMMUNICATIONS AND PR STRATEGY SUPPORT 325708 LEBLANC STRATEGIES 8753 EVANSTON AVENUE SEATTLE WA 98103 PROGRAM OUTREACH-ADVOCACY SUPPORT 172000 2 4482252 36758697 3217191 41240949 SPONSORSHIPS 900099 210000 210000 210000 212648 212648 1887043 1944247 -57204 -57204 -57204 41606393 210000 0 155444 X 250000 250000 2474924 2103922 246975 124027 5635618 4046964 1013346 575308 316271 179808 128696 7767 1233276 995340 112093 125843 690818 523904 107348 59566 2500 2500 141207 141207 5440160 5219681 109866 110613 25400 25400 897252 849862 43886 3504 558282 510307 4542 43433 857297 618993 166749 71555 923566 915728 7742 96 47802 47169 238 395 31820 31820 DONATED SUPPLIES 2922619 2860619 62000 DONATED BOOKS 294572 294572 COMMUNICATIONS 106857 81038 16605 9214 MEMBERSHIPS 106167 31785 73103 1279 135456 89368 20641 25447 23091864 19644460 2289357 1158047 6043710 9442458 7947032 5494335 7728571 23477836 1791490 1344387 290804 372893 368988 245605 40642 123383 7436357 11125300 31278606 51380592 1183642 1326108 1183642 1326108 X 20851929 25331594 9243035 24722890 30094964 50054484 31278606 51380592 18514529 1444991 0 X X 0 1 X 1 0 X 7781024 11399757 21231599 29952874 41240949 111606203 7781024 11399757 21231599 29952874 41240949 111606203 35804214 75801989 1821 2391 6226 80964 212648 304050 34120 15206 49326 111959579 210000 0.67700 0.80190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9243035 20325455 4845600 24722890 1765427 9617571 2139963 9243035 1225916 2693782 2154271 1765427 1714643 2041303 2530030 1225916 486974 2412086 1184417 1714643 1.00000 0 0 11159 9253 1906 357829 236352 121477 123383 COMMON STOCK 9108630 F BONDS 1245840 F US TREASURY BILLS 535995 F PREFERRED STOCK 213115 F OPTIONS 21720 F 11125300 X 43068048 1444991 16664 1461655 41606393 0 41606393 23108528 16664 16664 23091864 0 23091864 PART X, LINE 2: BSF IS REQUIRED TO MEASURE, RECOGNIZE, PRESENT AND DISCLOSE IN IT'S FINANCIAL STATEMENTS UNCERTAIN INCOME TAX POSITIONS BSF HAS TAKEN IN THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION OR EXPECTS TO TAKE ON AN INCOME TAX RETURN. ACCOUNTING STANDARDS REQUIRE BSF TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED BSF'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 1 ALBANY CHAMBER FOUNDATION INC 225 WEST BROAD AVE ALBANY GA 31701 511821204 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS AMERICA'S WARRIOR PARTNERSHIP 1450 GREENE STREET SUITE 135 AUGUSTA GA 30901 471606321 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS ROLLA CHAMBER FOUNDATION 1311 KINGS HIGHWAY ROLLA MO 65401 991238805 509(A)(2) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS ARMED SERVICES YMCA FORT BRAGG 439 WESTWOOD SHOPPING CENTER BOX 145 FAYETTEVILLE NC 28314 363274346 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS THE RICK HERREMA FOUNDATION INC PO BOX 87146 FAYETTEVILLE NC 28304 471633525 501(C)(3) 25000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS MILITARY SUPPORT ALLIANCE PO BOX 5421 TOMS RIVER NJ 08751 853770286 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS PAY-LESS SUPERMARKETS 116 W CHALAN SANTO PAPA HAGATNA GU 96910 660680181 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS VALLEY CITIES COUNSELING AND CONSULTATION 325 WEST GOWE STREET KENT WA 98032 916063183 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS NAVAL SERVICES FAMILYLINE 1043 HARWOOD ST SE SUITE 100 BLDG 154 WASHINGTON DC 20374 526063014 501(C)(3) 25000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS HAMPTON ROADS WORKFORCE FOUNDATION 999 WATERSIDE DRIVE SUITE 1314 NORFOLK VA 23510 540970949 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS OMAHA PERFORMING ARTS SOCIETY 1200 DOUGLAS STREET OMAHA NE 68102 470832480 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS COMBINED ARMS 2929 MCKINNEY ST HOUSTON TX 77003 475648923 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS UNITED THROUGH READING - VENDOR 1455 FRAZEE ROAD SUITE 500 SAN DIEGO CA 92108 330373000 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS ARMED SERVICES YMCA EL PASO 7060 COMINGTON ST EL PASO TX 79930 363274346 501(C)(3) 15000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS VETS COMMUNITY CONNECTIONS 4640 CASS STREET PO BOX 99922 SAN DIEGO CA 92109 824702420 501(C)(3) 20000 0 N/A N/A PROVIDE SUPPORT FOR OVERALL MISSION AND OPERATIONS 14 1 PART I, LINE 2: THE ORGANIZATION HAS EXECUTED GRANT AGREEMENTS (OR, OTHER AGREEMENTS) WITH EACH GRANTOR (OR, PARTNER) PROVIDING TERMS AND CONDITIONS FOR THE USE AND EXPENDITURE OF THE FINANCIAL AWARD ALONG WITH ANY REQUIRED REPORTING ON PROGRAMMATIC ACTIVITIES AND FINANCIALS (WHERE APPLICABLE). X X 0 0 0 0 0 0 0 0 0 KATHY ROTH-DOUQUET PRESIDENT & CEO 343172 0 125000 0 0 0 17246 0 0 0 485418 0 0 0 BRIAN WHITING CHIEF TRANSFORMATION OFFICER 355828 0 0 0 0 0 17204 0 0 0 373032 0 0 0 NOELEEN TILLMAN COO, TREASURER, SECRETARY 258846 0 30000 0 0 0 12942 0 0 0 301788 0 0 0 LINDSAY KNIGHT CHIEF IMPACT OFFICER 211539 0 0 0 0 0 9692 0 0 0 221231 0 0 0 THOMAS PORTER VICE PRESIDENT, GOVERNMENT AFFAIRS 205831 0 0 0 0 0 10350 0 0 0 216181 0 0 0 ASHLEY SAVILLE SENIOR VICE PRESIDENT, DEVELOPMENT 171539 0 15000 0 0 0 0 0 0 0 186539 0 0 0 SUSAN ANNE MESSINA VICE PRESIDENT, DEVELOPMENT 166781 0 0 0 0 0 8500 0 0 0 175281 0 0 0 MICHAEL KANG VICE PRESIDENT, TECHNOLOGY AND ANALY 161312 0 5000 0 0 0 8527 0 0 0 174839 0 0 0 VINCENT DUNCAN CHIEF FINANCIAL OFFICER 170615 0 0 0 0 0 0 0 0 0 170615 0 0 0 RYAN CALLAHAN EXECUTIVE VICE PRESIDENT, DIGITAL IN 170000 0 0 0 0 0 0 0 0 0 170000 0 0 0 TODD FINGER BOARD DIRECTOR LAW FIRM, WHERE BOARD DIRECTOR IS A PARTNER, PROVIDED FREE LEGAL SERVICES TO THE ORGANIZATION VALUED AT $16,664. 0 X 1 62000 FAIR MARKET VALUE X 294572 FAIR MARKET VALUE X 1839727 FAIR MARKET VALUE X VARIOUS 33 908498 FAIR MARKET VALUE X TICKETS 26 70196 FAIR MARKET VALUE X GIFT CARDS 4 42198 FACE VALUE 0 0 0 PART I, COLUMN (B): BLUE STAR FAMILIES RECEIVED DONATED ITEMS RECORDED UNDER ITEM 5 COMPOSED OF CLOTHING, HOUSEHOLD GOODS, FOOD, TOYS, ELECTRONICS AND EVENT GIVEAWAYS. THE AMOUNT UNDER ITEM 28, VARIOUS, INCLUDES ONLINE PLATFORM SUBSCRIPTIONS AND EVENTS SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED FOR FILING BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C BSF'S CONFLICT OF INTEREST POLICY REQUIRES THAT MEMBERS OF THE BOARD OF DIRECTORS, MEMBERS OF ANY BOARD COMMITTEE, OFFICERS, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND OTHER PERSONS WITH SUBSTANTIAL INFLUENCE DISCLOSE FINANCIAL INTERESTS THAT COULD LEAD TO AN ACTUAL OR APPARENT CONFLICT OF INTEREST. A SIGNED DICLOSURE FORM IS USED TO IMPLEMENT THE POLICY'S ANNUAL DISCLOSURE REQUIREMENT. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 5,219,681. MANAGEMENT AND GENERAL EXPENSES 109,866. FUNDRAISING EXPENSES 110,613. TOTAL EXPENSES 5,440,160. FORM 990, PART XII, LINE 2C: THE PROCEDURE DID NOT CHANGE FROM THE PRIOR YEAR PART VIII STATEMENT OF REVENUE SIGNIFICANT INCREASE IN REVENUES DUE TO MULTI-YEAR PLEDGE REVENUE RECOGNITION ACCOUNTING RULES.