The Independence Fund Inc

EIN: 260322088 501(c)(3) Public & Societal Benefit

Charlotte, NC

Total Revenue
$6,146,293
Total Expenses
$9,763,455
Total Assets
$3,870,763
Net Assets
$3,205,701
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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
NC
Principal Officer
Sarah Verardo
Phone
8888517996
Tax Period
2023-07-01 to 2024-06-30

The Independence Fund Inc, founded in 2007, is a community nonprofit in the Public & Societal Benefit sector that reported $6.1M in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $9.8M exceeded revenue, resulting in a 59% operating deficit.

Mission

To serve the Warfighter community by providing programs and services that foster the physical, mental, emotional, and spiritual independence of our service members, combat Veterans, their Caregivers, families and Allies who served alongside them in combat.

Program Service Accomplishments

Program 1
Expenses: $6,386,916

Advocacy Program The Independence Funds Advocacy team champions Veterans voices, focusing on their most critical needs upon returning home. We amplify their experiences, ensuring their fight for...

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Advocacy Program The Independence Funds Advocacy team champions Veterans voices, focusing on their most critical needs upon returning home. We amplify their experiences, ensuring their fight for independence continues and their sacrifies are honored. Allies Program The organization proudly extends program eligibiity to Afgahan combat interpreters in the US. We connect resettled Afghans with vital resources, including partner organizations, interpretation services, and healthcare nationwide, ensuring comprehensive support. Caregiver Program The organization supports caregivers from all eras through small group retreats. These provide respite, resources, and peer-to-peer empowerment. We were the first VSO to host a national retreat for male caregivers, including fathers, husbands, and brothers of wounded service members. Casework Program The organizations carework team assists Veterans and Caregivers with post-military benefits and VA resources. They specialize in service-connected benefits, VA Medical eligibility, caregiver assistance, discharge statuses, medical referrals, vocational rehabilitation, medical accessibility, and legal resources. Family Program The organizations family program supports families of catastrophically wounded Veterans. It offers art therapy, respite, and comprehensive individual aftercare. We believe true independence requires total family care. Mobility Program The organizations flagship mobility program provides specialized all-terrain trackchairs to catastrophically wounded Veterans of all eras, helping them regain independence after sever service-connected injuries or illness. Operation Resilience Program Operation Resilience reunites post 9/11 military units affected by Veteran suicide and shared traumatic deployment experiences. Veterans engage in peer support, physical activity and social connectedness to build crucial resiliency skills. TIF Tactical Our TIF Tactical adaptive shooting program enables catastrophically wounded, injured or ill Veterans to re-engage with hunting and shooting sports. We provide unforgettable opportunities nationwide through patner ranges and hunting locations. Veterans Justice Initiative The organizations Veterans Justice Initiative connects Veterans and First Responders with shared experiences, training, and resources. It helps First Responder agencies understand Veterans mental health obstacles, equipping them with de-escalation techniques for safe, compassionate interactions with Veterans in crisis.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,017,739
Program Service Revenue $0
Investment Income $52,419
Other Revenue $76,135
TOTAL REVENUE $6,146,293

Expense Breakdown

Grants Paid $978,740
Salaries & Benefits $4,391,519
Fundraising Expenses $211,795
Program Expenses $6,386,916
Other Expenses $4,379,923
TOTAL EXPENSES $9,763,455

Year-over-Year Comparison

2023 2022 Change
Revenue $6,146,293 $12,475,650 -0.5%
Expenses $9,763,455 $13,307,657 -0.3%
Net Income $-3,617,162 $-832,007 +3.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
4
Independent Members
4
Employees
48
Volunteers
50

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$172,029
Total Directors
4
$0
Key Employees
2
$502,076
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sarah Verado CEO 040.00
Key Emp
$297,581 $0 $297,581
Clark Pennington COO 040.00
Key Emp
$204,495 $0 $204,495
Dena Lecompt CFO 040.00
Officer
$119,958 $0 $119,958
Malgorzata Reazka Chief of Engagements 040.00
Highest
$101,808 $0 $101,808
John Bauer Chief Strategist 040.00
Officer
$52,071 $0 $52,071
Grant Campbell Chair 010.00
Officer Director
$0 $0 $0
Jennifer Korn Director 010.00
Director
$0 $0 $0
Alea Nadeem Secretary 010.00
Officer Director
$0 $0 $0
Cheryl Mason Director 010.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $6,146,293 $9,763,455 $3,870,763 $-3,617,162
2023 $12,475,650 $13,307,657 $7,609,215 $-832,007
2022 $8,567,110 $8,100,266 $7,812,789 $466,844
2021 $7,884,607 $5,632,323 $8,188,141 $2,252,284
2020 $5,645,725 $4,972,717 $5,616,879 $673,008
2019 $6,457,795 $9,370,611 $4,603,509 $-2,912,816
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