2024-11-15T07:02:28-06:00 2023-12-31 454037800 BURDETTE SMITH & BISH LLC 4114 LEGATO ROAD 5TH FLOOR FAIRFAX VA 22033 990 2023-01-01 464884866 THIRD OPTION FOUNDATION THIR 5713868623 12007 SUNRISE VALLEY DRIVE 105 RESTON VA 201913479 STEVEN CASHEN CEO 5713868623 2024-11-14 1 1 JEFFREY A SMITH CPA P00139935 7035915200 2023 2024-10-15 13:58:12Z STEVEN CASHEN 12007 SUNRISE VALLEY DRIVE 105 RESTON VA 201913479 32562702 0 X WWW.THIRDOPTIONFOUNDATION.ORG X 2013 VA TO PROVIDE SUPPORT TO THE FAMILIES OF GOVERNMENT EMPLOYEES WHO HAVE DIED OR BEEN SERIOUSLY INJURED IN THE SERVICE OF THEIR COUNTRY BUT WHOSE EMPLOYMENT STATUS PROHIBITS THEM FROM SEEKING ASSISTANCE FROM NORMAL GOVERNMENTAL SOURCES. 11 11 8 0 0 0 12468133 8072975 0 0 173468 1036498 750 8096 12642351 9117569 2434806 3587429 0 0 925514 1304822 0 0 410171 1410650 1525191 4770970 6417442 7871381 2700127 31184705 34607554 472928 518091 30711777 34089463 THE PURPOSE OF THE FOUNDATION IS TO PROVIDE SUPPORT TO THE FAMILIES OF GOVERNMENT EMPLOYEES WHO HAVE DIED OR BEEN SERIOUSLY INJURED IN THE SERVICE OF THEIR COUNTRY BUT WHOSE EMPLOYMENT STATUS PROHIBITS THEM FROM SEEKING ASSISTANCE FROM NORMAL GOVERNMENTAL SOURCES. 0 0 3803864 2536317 MEDICAL PROGRAM: PROVIDE SUPPORT FOR PHYSICAL AND COGNITIVE HEALTH ASSESSMENT AND TREATMENT FOR OFFICERS AND THEIR FAMILIES, AS WELL AS FAMILY RESILIENCY RETREATS FOR FAMILIES OF DEPLOYING OFFICERS AND SURVIVORS OF FALLEN OFFICERS. 361590 TRANSITION SUPPORT: PROVIDE SUPPORT TO OFFICERS AND THEIR FAMILY MEMBERS AS OFFICERS END THEIR CURRENT EMPLOYMENT. PROVIDES CONTINUED ACCESS TO THE MEDICAL AND FAMILY RESILIENCY & BEHAVIORAL HEALTH PROGRAMS. FACILITATES CONTACT WITH FINANCIAL ADVISORY ASSISTANCE, PROFESSIONAL COACHING, NETWORKING, AND CERTIFICATION PROGRAMS, AND PARTICIPATION IN LEGACY EVENTS. 897381 1051112 SURVIVORSHIP: PROVIDE IMMEDIATE FINANCIAL AND LOGISTICAL SUPPORT DURING THE REPATRIATION OF A FALLEN OPERATOR, ANNUAL CAMPS AND SUPPORT FOR SURVIVING CHILDREN, ACADEMIC SUPPORT AND COLLEGE PREPARATION SERVICE FOR CHILDREN, EMERGENCY HOME MAINTENANCE AND HOME SUPPORT, AND GRIEF AND FINANCIAL COUNSELING. 5062835 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL IL MD MN NC NJ NY PA TN GA MA VA X THE ORGANIZATION 5713868623 12007 SUNRISE VALLEY DRIVE 105 RESTON VA 201913479 JAY GOFFMAN TREASURER 4.00 X X 0 0 0 BRIAN CARBAUGH DIRECTOR 2.00 X 0 0 0 SCOTT D KRASE DIRECTOR 2.00 X 0 0 0 JOHN PHELAN CHAIRMAN/DIRECTOR 4.00 X X 0 0 0 JOHN BURNHAM DIRECTOR 2.00 X 0 0 0 JOHN C WOOD DIRECTOR 2.00 X 0 0 0 R SCOTT SPELLMEYER VICE-CHAIRMAN/DIRECTOR 4.00 X X 0 0 0 STEPHANIE USRY BELLOSTRI SECRETARY 4.00 X X 0 0 0 KEVIN HIGGINS DIRECTOR 2.00 X 0 0 0 KAREN SCHAEFER DIRECTOR 2.00 X 0 0 0 GRANT VERSTANDIG DIRECTOR 2.00 X 0 0 0 STEVEN T CASHEN CEO 40.00 X 275000 0 0 MELISSA ALLEN PRESIDENT AND COO 40.00 X 255000 0 0 530000 0 0 2 0 1 0 0 8072975 145014 8072975 282519 282519 24199112 23444581 552 754531 -552 753979 -552 754531 OTHER INCOME 900099 8096 8096 8096 9117569 7544 0 1037050 3587429 3587429 530000 265000 254400 10600 144314 72157 69271 2886 151888 75944 72906 3038 98239 49119 47155 1965 380381 190190 182583 7608 11549 3000 8549 24000 24000 31867 31867 463577 389931 71815 1831 54192 11328 35637 7227 70984 27416 25437 18131 37039 37039 504958 131115 48872 324971 6506 6506 3261 3261 MEDICAL SERVICES 110001 110001 GENERAL EXPENSES 88366 88366 TUITION 53604 53604 PRINTING AND POSTAGE 41313 7800 20399 13114 23974 435 4739 18800 6417442 5062835 944436 410171 10068569 5922505 3002022 6490651 8785713 5899697 20500 121626 33132 38046 18998 20509 19048 8928907 16214270 249608 7751 7751 31184705 34607554 472928 518091 472928 518091 X 23203229 26212979 7508548 7876484 30711777 34089463 31184705 34607554 2700127 549245 128314 0 X X 0 1 X 1 0 X 7199447 1583307 12621323 12461298 8081071 41946446 7199447 1583307 12621323 12461298 8081071 41946446 8178644 33767802 116810 505121 98200 174543 1036498 1931172 43877618 0.76960 0.63170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27217 8215 19002 10829 10783 46 19048 X 9666814 549245 549245 9117569 0 9117569 6417442 0 6417442 0 6417442 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO 2020. 1 MEDICAL PROGRAM 284 849006 FAMILY RESILIENCY & BEHAVORIAL HEALTH 187 1687311 SURVIVORSHIP SUPPORT 63 1051112 X X X 0 0 0 0 0 0 0 0 0 STEVEN T CASHEN CEO 275000 0 0 0 0 0 0 0 0 0 275000 0 0 0 MELISSA ALLEN PRESIDENT AND COO 255000 0 0 0 0 0 0 0 0 0 255000 0 0 0 X 6 145014 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SENT TO THE FOUNDATION'S TREASURER FOR REVIEW AND DISCUSSION AND THEN TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH ALL MEMBERS DURING BOARD MEETINGS. THE NAMES OF ANY PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST ARE TAKEN INTO CONSIDERATION AND SITUATIONS ARE REVIEWED TO DETERMINE IF FURTHER ACTION IS DEEMED NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION AMOUNTS ARE SET BY LOOKING AT SIMILAR POSITIONS IN OTHER SIMILAR ORGANIZATIONS. ANNUAL REVIEWS ARE CONDUCTED BY THE BOARD TO DETERMINE WHETHER COMPENSATION ARRANGEMENTS ARE REASONABLE. 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. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS HAS RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT OF THE FOUNDATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.