2024-04-23T15:23:09-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142390 990 2022-07-01 452130904 DOG TAG INC DOGT 2025279388 3206 GRACE STREET NW WASHINGTON DC 20007 MEGHAN OGILVIE CEO 2025279388 2024-04-23 1 MEGHAN OGILVIE XXX-XX-XXXX 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOG TAG BAKERY INC MEGHAN OGILVIE 3206 GRACE STREET NW WASHINGTON DC 20007 2743165 0 X WWW.DOGTAGINC.ORG X 2011 DC SEE PART III, LINE 1. 15 15 68 180 0 0 3575617 1471299 0 0 636 5751 35694 -135140 3611947 1341910 261801 320620 0 0 1205664 1313848 0 0 311487 1170354 1338019 2637819 2972487 974128 -1630577 3216385 1567923 423563 405678 2792822 1162245 X DOG TAG INC.'S (DT) MISSION IS TO EMPOWER VETERANS WITH SERVICE-CONNECTED DISABILITIES, SPOUSES AND CAREGIVERS TO FIND RENEWED PURPOSE AND COMMUNITY AFTER SERVING OUR NATION. 0 0 1579824 320620 FELLOWSHIP PROGRAM: DOG TAG'S FELLOWSHIP PROGRAM ACTS AS A CATALYST FOR BUILDING RESILIENCE, FINDING RENEWED PURPOSE, AND FORGING A COMMUNITY FOR VETERANS WITH SERVICE-CONNECTED DISABILITIES, MILITARY SPOUSES AND CAREGIVERS. DTI'S FELLOWSHIP PROGRAM IS COMPRISED OF FIVE (5) INTEGRATED PROGRAMMING AREAS THAT WORK TOGETHER TO EMPOWER FELLOWS TO APPROACH THEIR CIVILIAN LIFE ON THEIR TERMS: 1) EDUCATION FELLOWS EARN A CUSTOMIZED BUSINESS CERTIFICATE FROM A TOP UNIVERSITY IN 90+ HOURS OF COURSES, GAINING FOUNDATIONAL BUSINESS SKILLS; 2) HANDS-ON LEARNING - FELLOWS SPEND 80+ HOURS SOLIDIFYING LESSONS LEARNED IN CLASS THROUGH IMMERSION IN A SMALL BUSINESS, EARNING PRACTICAL LEADERSHIP AND TEAMWORK EXPERIENCE; 3) LEARNING LABS - FELLOWS PARTICIPATE IN 100+ HOURS OF PROGRAMMING TO EXPLORE CAREERS AND GAIN SKILLS THROUGH PROGRAM SERVICE ACCOMPLISHMENTS: WORKSHOPS WITH ENTREPRENEURS, BUSINESS LEADERS, AND SUBJECT-MATTER EXPERTS; 4) WELLNESS - FELLOWS PARTICIPATE IN 80+ HOURS OF ACTIVITIES DESIGNED TO PROVIDE OPPORTUNITIES AND STRATEGIES TO PROCESS THEIR PAST, REFLECT ON THEIR CURRENT EXPERIENCES, AND ENVISION THEIR FUTURE; AND 5) CAPSTONE - FELLOWS SPEND 30+ HOURS TO UTILIZE STRATEGIC THINKING, PLANNING, AND DECISION-MAKING TO DEVELOP A ROBUST BUSINESS PLAN, SOLIDIFYING THE VALUE OF AN ENTREPRENEURIAL MINDSET.STARTING IN FY23, DOG TAG PILOTED THE REINTRODUCTION OF IN-PERSON PROGRAMMING FOR A PORTION OF THE FELLOWSHIP. DOG TAG BEGAN PILOTING A HYBRID FELLOWSHIP SCHEDULE IN SEPTEMBER 2022 WITH THE ADDITION OF "WELCOME BACK WEEK" (WBW), A WEEK OF IN-PERSON PROGRAMMING HELD AT DOG TAG BAKERY IN WASHINGTON, DC. WBW SERVED AS A TEST FOR FUTURE HYBRID PROGRAM MODELS AND PROVIDED DT WITH CRITICAL PROGRAM AND OPERATIONAL DATA ABOUT THE EXPERIENCE, IMPACT AND OPERATIONAL REALITIES OF DIFFERENT PROGRAM MODALITIES. BUILDING UPON THIS PROGRAM DATA, DT WORKED WITH COMPASS CONSULTING IN 2023 TO REVIEW OUR PROGRAM DELIVERY MODELS AND CHART OUT POTENTIAL PATHS FORWARD. THIS WORK FOCUSED ON GATHERING FEEDBACK FROM A VARIETY OF STAKEHOLDERS AND MAPPING PROGRAM DELIVERY MODELS AGAINST OUR CURRICULUM AND PLANNED OUTCOMES AND IMPACTS FOR FELLOWS. FOR ALL FY23 FELLOWSHIP PROGRAMMING, WE PROVIDED OUR FELLOWS WITH THE HARDWARE AND ACCESS TO ONLINE PLATFORMS NEEDED TO CONTINUE PARTICIPATING IN COURSE WORK AND TRAINING REMOTELY WITHOUT SIGNIFICANT INTERRUPTION TO OUR PROGRAM. ALL DTI STAFF, LEARNING LAB PARTNERS, AND GEORGETOWN UNIVERSITY INSTRUCTORS CONTINUED TO ADAPT THEIR LESSON PLANS, INSTRUCTION AND COURSEWORK FOR A HYBRID PROGRAM. OUR PROGRAMS TEAM HAS CLOSELY MONITORED FELLOWS' COURSEWORK REMOTELY, AND CONDUCTED ONE-ON-ONE CHECK-INS WITH FELLOWS AND STAFF TO ENSURE THE FEASIBILITY OF THE CURRICULUM. DTI REMAINS COMMITTED TO ENSURING THE QUALITY OF INSTRUCTION AND SUPPORT FOR WHICH WE'RE KNOWN.OUR TEAM CONTINUES TO MONITOR PROGRAM INSIGHTS TO IMPLEMENT CREATIVE STRATEGIES IN ORDER TO ENSURE THE ONGOING DELIVERY OF OUR HIGH QUALITY, HIGH IMPACT PROGRAMMING. 603611 -143725 BAKERY PROGRAM - DOG TAG INC. (DOG TAG) (DOING BUSINESS AS DOG TAG BAKERY) WAS INCORPORATED IN 2011 UNDER THE LAWS OF THE DISTRICT OF COLUMBIA. FELLOWS' BUSINESS COURSEWORK BUILDS A STRONG FOUNDATION FOR THE EXPLORATION AND SKILLS-BUILDING PROVIDED BY ROTATIONS. WITH DOG TAG STAFF SERVING AS MENTORS AND TEACHERS, FELLOWS SPEND UP TO SIX HOURS PER WEEK IN HANDS-ON LEARNING OPPORTUNITIES ("ROTATIONS") THROUGHOUT THE OPERATIONS OF DOG TAG (INCLUDING OUR BAKERY.) ROTATIONS PROVIDE FELLOWS WITH FIRST-HAND EXPERIENCE IN HOW A BUSINESS RUNS: GIVING THEM AN UNDERSTANDING OF BOTH THE DAILY TASKS AND OVERALL BIG PICTURE OF HOW THE BUSINESS FUNCTIONS. THIS INTENSIVE, EXPERIENTIAL ASPECT, WHERE FELLOWS ARE IMMERSED IN DOG TAG'S DAY-TO-DAY OPERATIONS, IS WHAT SETS DOG TAG APART FROM OTHER TRANSITION PROGRAMS; FELLOWS DON'T JUST STUDY BUSINESS-THEY LIVE, WORK, AND EXPERIENCE BUSINESS FIRST-HAND. THE PHYSICAL SPACE OF THE BAKERY SERVES TO SUPPORT OUR PROGRAM AS WELL AS OUR COMMUNITY. DOG TAG HAS PARTNERED WITH OTHER VETERAN ORGANIZATIONS FOR OPEN MIC NIGHT AT THE BAKERY, AS WELL AS MEETING AND EVENT SPACE IN OUR CLASSROOM. EACH DAY WE WELCOME OUR NEIGHBORS, PARTNERS, AND CUSTOMERS TO SUPPORT OUR ORGANIZATION THROUGH THE PURCHASE OF A COFFEE OR COOKIE AT THE BAKERY AND LEARN MORE ABOUT OUR MISSION, OUR IMPACT, AND HOW TO SUPPORT OUR VETERANS, MILITARY SPOUSES, AND CAREGIVERS. 2183435 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 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 0 0 0 1 54 0 1 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA FL GA IL MD NY VA X MEGHAN OGILVIE 2025279388 3206 GRACE STREET NW WASHINGTON DC 20007 PETER GROSSMAN CHAIR 1.00 X X 0 0 0 BRIAN ROEMER SECRETARY 1.00 X X 0 0 0 LAUREN BARNES MEMBER 1.00 X 0 0 0 JACK BARRY MEMBER 1.00 X 0 0 0 TONY CIANCI MEMBER 1.00 X 0 0 0 JAY FERRAR MEMBER 1.00 X 0 0 0 RICK FONDRIEST MEMBER 1.00 X 0 0 0 VIVIAN GREENTREE MEMBER 1.00 X 0 0 0 MARK HANDWERGER MEMBER 1.00 X 0 0 0 DAVID HUNTOON MEMBER 1.00 X 0 0 0 GAIL LIONE MEMBER 1.00 X 0 0 0 THOMAS RICHEY MEMBER 1.00 X 0 0 0 TAMMY HADDAD MEMBER 1.00 X 0 0 0 HARRY COKER JR MEMBER 1.00 X 0 0 0 PATRICIA FROST MEMBER 1.00 X 0 0 0 MEGHAN OGILVIE CHIEF EXECUTIVE OFFICER 40.00 X 140205 0 3442 JAIME FEEMAN CHIEF OPERATING OFFICER 40.00 X 112371 0 30 252576 0 3472 2 0 0 0 0 28015 1443284 842 1471299 2082 2082 313185 309516 3669 3669 3669 948014 1091739 -143725 -143725 OTHER INCOME 900099 8585 8585 8585 1341910 -143725 0 14336 320620 320620 233360 142580 64828 25952 887217 587648 172152 127417 59600 39441 12252 7907 133671 87175 28229 18267 2400 1088 795 517 95774 43408 31743 20623 246659 111793 81752 53114 162370 151777 3165 7428 47023 44358 1254 1411 89953 40769 29814 19370 140283 134437 3189 2657 77079 56694 6141 14244 15185 14081 946 158 13697 10717 1625 1355 24776 21874 1583 1319 18693 14625 2219 1849 EDUCATION 169709 169709 PROGRAM EVALUATION 81111 74761 5406 944 RECRUITING & TRAINING 67755 45388 20432 1935 MERCHANT FEES 31362 25861 3655 1846 54190 44631 6385 3174 2972487 2183435 477565 311487 X 1508617 786722 300961 98527 1219750 321200 17423 145242 51811 32102 304056 128271 109478 175785 8345 8345 3216385 1567923 267095 255678 150000 150000 6468 0 423563 405678 X 874872 315572 1917950 846673 2792822 1162245 3216385 1567923 -1630577 0 X 0 1 X 1 0 X 1165041 1368615 1986637 3575617 1471299 9567209 1165041 1368615 1986637 3575617 1471299 9567209 3687167 5880042 638 1724 837 636 2082 5917 2178 10242 5401 5268 8585 31674 9604800 3681520 0.61220 0.57320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME SCHEDULE A, PART II, COLUMN (A): DUE TO A CHANGE IN ACCOUNTING PERIOD DURING 2019, DOG TAG FILED A SHORT PERIOD RETURN FOR THE PERIOD JANUARY 1, 2019 TO JUNE 30, 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10714 9236 1478 123929 107595 16334 169413 11440 157973 175785 1776161 434251 434251 1341910 0 1341910 3406738 434251 434251 2972487 0 2972487 1 FELLOW STIPENDS 53 320620 PART I, LINE 2: THE PURPOSE OF THE STUDENT STIPENDS IS TO PROVIDE FINANCIAL SUPPORT IN ANY AREA NEEDED FOR OUR FELLOWS. THE USE OF THE STIPENDS WAS NOT DIRECTLY MONITORED UNDER ESTABLISHED CRITERION. EACH FELLOW RECEIVES A MONTHLY STIPEND WHILE ENROLLED IN OUR FIVE-MONTH PROGRAM. THE STIPEND AMOUNT WAS DETERMINED THROUGH AN ENVIRONMENTAL SCAN OF OTHER FELLOWSHIP PROGRAM MODELS IN THE DC METRO AREA AND IS INTENDED TO HELP MINIMIZE FINANCIAL BARRIERS TO PARTICIPATION IN OUR PROGRAM. FELLOWS SPEND 28 HOURS IN CLASS, ROTATION, OR LEARNING LABS EACH WEEK, HAVE COURSEWORK, AND OPTIONAL EVENTS OUTSIDE OF MANDATORY ONES SO MOST ARE NOT ABLE TO WORK A SIGNIFICANT AMOUNT OF HOURS AT A JOB WHILE ENROLLED IN OUR PROGRAM. FELLOWS RECEIVE PERSONAL FINANCE EDUCATION AS PART OF OUR PROGRAM AND UNDERSTAND THAT THEY WILL LOSE THEIR STIPEND IF THEY ARE EXPELLED OR CHOOSE TO LEAVE THE PROGRAM EARLY. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 WAS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHAIR/PRESIDENT. IT WAS THEN MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL BOARD CANDIDATES ARE REVIEWED FOR POSSIBLE CONFLICTS OF INTEREST PRIOR TO SERVING ON THE BOARD OF DIRECTORS. BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. NO CONFLICTS OF INTEREST HAVE ARISEN. HOWEVER, IN THE CASE OF POTENTIAL CONFLICTS OF INTEREST, INTERESTED PARTIES WILL DISCLOSE THE EXISTENCE OF THE POTENTIAL CONFLICTS AND RECUSE THEMSELVES FROM PARTICIPATION IN THE DECISION-MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15A DOG TAG UTILIZED THE SERVICES OF HR ADVISORS TO CONDUCT RESEARCH ON MARKET RATES FOR CEO COMPENSATION LEVELS AND FINDINGS WERE PRESENTED TO THE MANAGEMENT AND COMPENSATION COMMITTEE AS WELL AS THE BOARD OF DIRECTORS FOR APPROVAL. THE LAST COMPENSATION REVIEW TOOK PLACE DURING MAY 2023. THE COMPENSATION PROCESS WAS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 DOG TAG MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON APPROPRIATE REQUEST. FORM 990, PART X, LINE 24: ON MAY 21, 2020, DOG TAG OBTAINED A DIRECT LOAN FROM EAGLE BANK TOTALING $150,000 THROUGH THE U.S. SMALL BUSINESS ADMINISTRATION UNDER THE ECONOMIC INJURY DISASTER LOAN ASSISTANCE PROGRAM AND IS CONSIDERED FEDERAL FINANCIAL ASSISTANCE. IN ACCORDANCE WITH THE LOAN AUTHORIZATION AND AGREEMENT FOR THE LOAN, MONTHLY INSTALLMENT PAYMENTS, INCLUDING PRINCIPAL AND INTEREST OF $641. INTEREST IS CALCULATED AT 2.75% PER ANNUM ON THE OUTSTANDING LOAN BALANCE. BEGINNING MAY 2022, MONTHLY PRINCIPAL AND INTEREST PAYMENTS WILL BE PAYABLE, AND WILL BE DUE UPON THE LOAN'S MATURITY WHICH WILL BE MAY 2050.