NATIONAL ASSOCIATION OF VETERANS & FAMILIES INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: NATIONAL ASSOCIATION OF VETERANS & FAMILIES INC (EIN 26-2016374)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-07-22
IRS object ID: 201402039349300230
Schema version: 2013v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-07-22T09:56:48-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	208075205	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MAGERS & ASSOCIATES LLC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	165 WELLS RD STE 405	AddressLine1
City	ORANGE PARK	City
State	FL	State
ZIP Code	320733037	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	262016374	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL ASSOCIATION OF SENIOR	BusinessNameLine1
Business Name Line2	VETERANS	BusinessNameLine2

Field	Value	IRS element (for citing)
Business Name Control	NATI	BusinessNameControlTxt
Phone	9043943904	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1300 COOKS LANE	AddressLine1
City	GREEN COVE SPRINGS	City
State	FL	State
ZIP Code	32043	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOE SOLSONA	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	9043943904	PhoneNum
Signature	2014-06-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARYANN MAGERS	PreparerPersonNm
PTIN	P00713367	PTIN
Phone	9047730180	PhoneNum
Preparation	2014-07-22	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOE SOLSONA	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1300 COOKS LANE	AddressLine1
City	GREEN COVE SPRINGS	City
State	FL	State
ZIP Code	32043	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$230,868	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.NASV.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2008	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	PROVIDE EDUCATION AND ASSISTANCE TO SENIOR VETERANS IN QUALIFYING FOR AND MAINTAINING VA BENEFITS FOR HOMECARE, ASSISTED LIVING AND NURSING HOME CARE.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	3	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$364,699	PYContributionsGrantsAmt
CY Contributions Grants	$230,868	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$364,699	PYTotalRevenueAmt
CY Total Revenue	$230,868	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$101,168	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$72,768	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,076	CYTotalFundraisingExpenseAmt
PY Other Expenses	$259,654	PYOtherExpensesAmt
CY Other Expenses	$158,670	CYOtherExpensesAmt
PY Total Expenses	$360,822	PYTotalExpensesAmt
CY Total Expenses	$231,438	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,877	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$570	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,197	TotalAssetsBOYAmt
Total Assets EOY	$4,627	TotalAssetsEOYAmt
Total Liabilities BOY	$132	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$132	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,065	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,495	NetAssetsOrFundBalancesEOYAmt
Mission	PROVIDE EDUCATION AND ASSISTANCE TO SENIOR VETERANS IN QUALIFYING FOR AND MAINTAINING VA BENEFITS FOR HOMECARE, ASSISTED LIVING AND NURSING HOME CARE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$225,642	ExpenseAmt
Desc	THE PATRIOT HEART PROGRAM PROVIDES EDUCATION AND ASSISTANCE TO SENIOR VETERANS IN QUALIFYING AND MAINTAINING VA BENEFITS FOR HOMECARE, ASSISTED LIVING, AND NURSING HOME CARE. THIS PROGRAM BENEFITED 28,000 PERSONS.	Desc
Total Program Service Expenses	$225,642	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	1	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JOE SOLSONA	PersonNm
Phone	9043943904	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1300 COOKS LANE	AddressLine1
City	GREEN COVE SPRINGS	City
State	FL	State
ZIP Code	32043	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JOE SOLSONA
PRESIDENT/EX	3.00	Yes (X)	Yes (X)	$0	$0	$0
DEAN TILLERY
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
DAN ANDERSON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
CHRIS KAUFFMAN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
LEE LEDBETTER
DIRECTOR	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Membership Dues	$8,550	MembershipDuesAmt
All Other Contributions	$222,318	AllOtherContributionsAmt
Noncash Contributions	$135,000	NoncashContributionsAmt
Total Contributions	$230,868	TotalContributionsAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$230,868	TotalRevenueColumnAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$55,303	TotalAmt
Program Services	$55,303	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,684	TotalAmt
Program Services	$2,684	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$14,781	TotalAmt
Program Services	$14,781	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$120,000	TotalAmt
Program Services	$120,000	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,470	TotalAmt
Program Services	$250	ProgramServicesAmt
Management And General	$1,220	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$27,500	TotalAmt
Program Services	$23,250	ProgramServicesAmt
Management And General	$500	ManagementAndGeneralAmt
Fundraising	$3,750	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$6,526	TotalAmt
Program Services	$6,200	ProgramServicesAmt
Fundraising	$326	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$392	TotalAmt
Program Services	$392	ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
FL UNEMPLOYMENT TAX	$1,582	$1,582
EQUIPMENT RENTAL	$900	$900
TELEPHONE/TELECOMMUNICATI	$300	$300

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$231,438	TotalAmt
Program Services	$225,642	ProgramServicesAmt
Management And General	$1,720	ManagementAndGeneralAmt
Fundraising	$4,076	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$5,197	BOYAmt
EOY	$4,627	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,197	BOYAmt
EOY	$4,627	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$132	BOYAmt
EOY	$132	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$132	BOYAmt
EOY	$132	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,065	BOYAmt
EOY	$4,495	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,065	BOYAmt
EOY	$4,495	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,197	BOYAmt
EOY	$4,627	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$570	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,218	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,452	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$392,152	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$364,699	CurrentTaxYearMinus1YearAmt
Current Tax Year	$230,868	CurrentTaxYearAmt
Total	$1,010,389	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,218	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,452	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$392,152	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$364,699	CurrentTaxYearMinus1YearAmt
Current Tax Year	$230,868	CurrentTaxYearAmt
Total	$1,010,389	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$1,010,389	PublicSupportTotal170Amt
Total Support	$1,010,389	TotalSupportAmt
Public Support CY170	1.00000	PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Amt	$132	Amt

Field	Value	IRS element (for citing)
Total Liability	$132	TotalLiabilityAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	GOOGLE AD WORDS	1	$120,000	FMV
Yes (X)	SALESFORCE	1	$15,000	FMV

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 6	THIS ORGANIZATION DOES HAVE MEMBERS.
FORM 990, PAGE 6, PART VI, LINE 11B	THE BOARD OF DIRECTORS WILL REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE IRS.
FORM 990, PAGE 6, PART VI, LINE 15A	THE ORGANIZATON USES A COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF EMPLOYEES. THE OFFICERS, DIRECTORS AND TRUSTEES ARE NOT PAID.
FORM 990, PAGE 6, PART VI, LINE 15B	THE ORGANIZATION USES A COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF EMPLOYEES.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION MAKES A COPY OF ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIALS AVAILABLE ON ITS WEBSITE AND GUIDESTAR.