MARINE CORPS HERITAGE FOUNDATION Charity Report

Public IRS 990 nonprofit record

MARINE CORPS HERITAGE FOUNDATION

EIN 26-0803466 · Human Service Organizations (P20)

What they do

THE MARINE CORPS HERITAGE FOUNDATION PRESERVES and PROMULGATES THE HISTORY, TRADITIONS and CULTURE of THE MARINE CORPS and EDUCATES ALL AMERICANS IN ITS VIRTUES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $71.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

71.8%of expenses went to mission work100.40% of revenue

19.4%of expenses went to fundraising27.20% of revenue

$139.86spent for every $100 of revenueSpending was higher than revenue this year.

8.8%of expenses went to management and office costs12.30% of revenue

$7.07in assets for every $1 spent this yearSome assets cannot be spent right away.

83.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $4,407,736 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $268,086 for MAJGEN JAMES W LUKEMAN (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100spent

Where each $100 of expenses went

The first percentage is the spending mix. The second compares that amount with the charity’s revenue.

Mission workProgram services71.8% of expenses100.40% of revenue

ManagementOffice and general costs8.8% of expenses12.30% of revenue

FundraisingAsking for donations19.4% of expenses27.20% of revenue

Total expenses139.90% of revenue

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202471.8% mission

202371.0% mission

202270.5% mission

202172.0% mission

202073.0% mission

201974.8% mission

201873.3% mission

201768.0% mission

Money in and money out

Revenue$11,058,052

Expenses$15,465,788

Annual shortfall $4,407,736 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$11,105,866 · 71.8% of expenses

Management and office costs$1,356,600 · 8.8% of expenses

Fundraising$3,003,322 · 19.4% of expenses

See all reported dollar amounts

Revenue$11,058,052

Expenses$15,465,788

Assets$109,397,838

Income$16,901,974

Contributions$9,250,308

Mission work (program services)$11,105,866

Fundraising$3,003,322

Grants given$550,000

Average grant$42,308

Management and general$1,356,600

Executive compensation (total)$466,347

Stocks and bonds$17,191,394

Accounting fees$83,440

Investing fees$102,059

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MAJGEN JAMES W LUKEMANPRESIDENT & CEO · 40 hrs/week $268,086Base $250,788 · Other $17,298

JENNIFER VANDERVELDCOO · 40 hrs/week $244,458Base $216,133 · Other $28,325

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

MAJGEN JAMES W LUKEMANPRESIDENT & CEO

JENNIFER VANDERVELDCOO

LTCOL AJ LAHASZOWDIRECTOR

SUSAN ROCCODIRECTOR

STEVE LOGANDIRECTOR

SGTMAJ CARLTON KENTDIRECTOR

RICHARD P MOXLEYVICE CHAIRMAN

RICHARD HARTNACKTREASURER

MAJGEN BURKE WHITMANDIRECTOR

MAJGEN ARNOLD L PUNARODIRECTOR

LTCOL MICHAEL GEFFROYDIRECTOR

LTCOL DAVID ARMSTRONGDIRECTOR

KRISTIN HOUSTONDIRECTOR

HEATHER ICHORDDIRECTOR

GEN THOMAS WALDHAUSERDIRECTOR

GEN GARY THOMASCHAIRMAN

DAVID STULBDIRECTOR

COL GF ROBERT HANKEDIRECTOR

BRIAN C JONESDIRECTOR

B TODD JONESSECRETARY

About this charity

Recognized since: January 2008
Location: 1775 SEMPER FIDELIS WAY, TRIANGLE, VA 22172
County: Prince William
In care of: MAJGEN JAMES W LUKEMAN
Primary officer: MAJGEN JAMES W LUKEMAN, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@marineheritage.org Phone(703) 640-7965

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: JOHNSON LAMBERT LLP
NTEE classification: Human Service Organizations (P20)
IRS tax category: Human Service Organizations
Grant-giving organization: Yes