2024-05-21T17:11:07-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 520899384 NATIONAL MILITARY FAMILY ASSOCIATION NATI 7039316632 2800 EISENHOWER AVE 250 ALEXANDRIA VA 22314 BESA PINCHOTTI EXECUTIVE DIRECTOR AND CEO 7039316632 2024-05-14 1 BESA PINCHOTTI XXX-XX-XXXX 1 ROBERT WILLIAMS P01884701 5712279500 2024-04-30 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z BESA PINCHOTTI 2800 EISENHOWER AVE 250 ALEXANDRIA VA 22314 7179153 0 X HTTPS://WWW.MILITARYFAMILY.ORG/ X 1969 MD IMPROVE LIFE FOR MILITARY FAMILIES THROUGH ADVOCACY, PROGRAMMING AND RESPONSIVE SOLUTIONS. 13 13 36 90 0 0 4793958 4658882 0 0 274330 208004 500 3733 5068788 4870619 1527866 556935 0 0 2715356 2421095 0 0 512563 2225946 1825470 6469168 4803500 -1400380 67119 7282854 7370516 2614858 2149826 4667996 5220690 X WE GUIDE FAMILIES OF THE UNIFORMED SERVICES, INCLUDING THOSE OF THE DEPLOYED, WOUNDED AND FALLEN, THROUGH STRESSFUL TIMES BY PROVIDING CHILDREN'S AND FAMILY PROGRAMS, FINANCIAL HELP, ADVICE, AND ADVOCACY. 0 0 1912745 556935 11 STRENGTHENING AND HEALING MILITARY FAMILIES: WE STRENGTHEN AND SUPPORT CHILDREN AND FAMILIES EMOTIONALLY STRAINED BY THE UNIQUE DEMANDS OF MILITARY LIFE, INCLUDING FAMILIES OF SERVICE MEMBERS DEPLOYED TO COMBAT ZONES AND OTHER MISSIONS FAR AWAY FROM HOME. WE WORK TO REBUILD FAMILIES COPING WITH VISIBLE AND INVISIBLE WOUNDS OF WAR, PARTICULARLY POST-9/11. WE EMPOWER MILITARY FAMILIES BY HELPING MILITARY SPOUSES PURSUE MEANINGFUL CAREERS TO BETTER SUPPORT THEIR FAMILIES, REDUCE FINANCIAL STRESS, AND PROMOTE FAMILY WELLNESS. 1,100 MILITARY-CONNECTED CHILDREN ATTENDED OPERATION PURPLE CAMP AT LOCATIONS ACROSS THE COUNTRY IN 2023, WITH AN ADDITIONAL 1,600 REGISTERED FAMILIES PARTICIPATING IN OUR VIRTUAL OPERATION PURPLE SUMMER CHALLENGE. IN 2023, MORE THAN 500 SPOUSES - INCLUDING SPOUSES ACROSS SERVICES, STATUS, AND THOSE OF WOUNDED AND FALLEN SERVICE MEMBERS - RECEIVED SCHOLARSHIPS OR IN-KIND SUPPORT FOR EDUCATION OR WORKFORCE TRAINING. 1046638 ENGAGING COMMUNITIES: MILITARY FAMILIES MOVE EVERY 2-3 YEARS, LEAVING THEIR SUPPORT SYSTEMS AND STARTING OVER AGAIN. WE CONNECT FAMILIES WITH CRITICAL INFORMATION AND RESOURCES TO MAKE THOSE TRANSITIONS EASIER. WE PROVIDE A PLATFORM FOR OPEN DIALOGUE ON THE ISSUES IMPACTING THEIR LIVES THROUGH OUR WORLDWIDE NETWORK OF VOLUNTEERS AND AMBASSADORS, OUR WEBSITE, NEWSLETTERS, AND SOCIAL MEDIA CHANNELS. THROUGH THESE RESOURCES AND OUR COMMITMENT TO ENGAGE WITH PARTNERS, WE HELP MILITARY FAMILIES, SURVIVORS, AND CAREGIVERS CONNECT WITH THE INFORMATION AND TOOLS THEY NEED TO NAVIGATE FREQUENT MOVES, DEPLOYMENTS, SERVICE MEMBER INJURIES AND THE TRANSITION TO VETERAN FAMILY LIFE. WE ANTICIPATE FAMILIES' NEEDS AND SUPPLY THEM WITH VETTED INFORMATION FROM TRUSTED PARTNERS AND GOVERNMENT PROGRAMS. WE ALSO HELP COMMUNITIES FIND WAYS TO SUPPORT THE MILITARY, SURVIVING FAMILIES, AND CAREGIVING FAMILIES WHO BECOME THEIR NEIGHBORS. 532282 CREATING CHANGE: POLICY AND AWARENESS: WE WORK WITH THE DEPARTMENTS OF DEFENSE AND VETERANS AFFAIRS, WHITE HOUSE, CONGRESS AND OTHER LEADERS TO IMPROVE THE LIVES OF ALL MILITARY FAMILIES. WE ADVOCATE FOR POLICY AND LEGISLATIVE CHANGE BY ENGAGING DIRECTLY WITH MILITARY FAMILIES AND WORKING WITH THEM TO SHARE THEIR STORIES IN TESTIMONY TO CONGRESS AND CONVERSATIONS WITH POLICYMAKERS. WE WORK TO IMPROVE SUPPORT IN ALL AREAS OF MILITARY LIFE, INCLUDING ASSISTING FAMILY MEMBERS THAT ARE CARING FOR THE WOUNDED, INCREASED ACCESS TO QUALITY HEALTH CARE, AND EDUCATION SUPPORT FOR CHILDREN. WE ADVISE FAMILIES ABOUT FINANCES, MEDICAL CARE, MENTAL HEALTH, RESPITE CARE, AND OTHER AVAILABLE AID AS THEY COPE WITH THE PERSISTENT EFFECTS OF WAR AND THE MILITARY LIFESTYLE. 222176 PROVIDING RESEARCH AND INSIGHTS: WE COLLECT QUANTITATIVE AND QUALITATIVE DATA AND ANALYZE THOSE FINDINGS IN ORDER TO BETTER UNDERSTAND AND SERVE THE MILITARY COMMUNITY. WE USE THE DATA TO GENERATE MEANINGFUL INSIGHTS IN AREAS CRITICAL TO MILITARY FAMILY WELLBEING, INCLUDING HEALTH AND WELLNESS, FINANCIAL SECURITY, EDUCATION, AND EMPLOYMENT MILITARY. IN 2023, WE FOCUSED HEAVILY ON MILITARY CHILDREN. WE DISTRIBUTE OUR RESEARCH TO PARTNERS, POLICY MAKERS, AND LEGISLATIVE LEADERS AS PART OF OUR ADVOCACY EFFORTS TO GENERATE BROADER SUPPORT POLICIES. WE ALSO USE THE INSIGHTS TO INFORM OUR OWN PROGRAMMING, ENSURING MILITARY FAMILIES ARE GETTING THE CRITICAL SUPPORT THEY NEED. 222176 3713841 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 36 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WV WI AL AK X X BESA PINCHOTTI 7039316632 2800 EISENHOWER AVENUE ALEXANDRIA VA 22314 RAQUEL BONO CHAIR 5.00 X X 0 0 0 SID ASHWORTH VICE CHAIR 4.00 X X 0 0 0 FRANK CUMBERLAND CORPORATE SECRETARY 3.00 X X 0 0 0 HAWK CARLISLE TREASURER 3.00 X X 0 0 0 ANN CAMPBELL GOVERNOR 1.00 X 0 0 0 TINA W JONAS GOVERNOR 1.00 X 0 0 0 SUZANNE LEDERER GOVERNOR 1.00 X 0 0 0 GAIL MCGINN GOVERNOR 1.00 X 0 0 0 GENE MIGLIACCIO GOVERNOR 1.00 X 0 0 0 HOLLY PETRAEUS GOVERNOR 3.00 X 0 0 0 DANA RICHARDSON GOVERNOR 3.00 X 0 0 0 STEPHEN SCROGGS GOVERNOR 2.00 X 0 0 0 JACK WHITE GOVERNOR 2.00 X 0 0 0 BESA PINCHOTTI EXECUTIVE DIRECTOR/CEO 45.00 X 227326 0 1677 KIMBERLY RYAN-EDGER DIRECTOR OF MARKETING 45.00 X 120467 0 1664 RALEIGH DUTTWEILER SENIOR DIRECTOR OF STRATEGIC INITIATIVES 45.00 X 136933 0 1403 KELLY HRUSKA GOVERNMENT RELATIONS DIRECTOR 45.00 X 124314 0 1351 JAQUELINE RAIA DIRECTOR OF ADMINISTRATION AND HUMAN RESOURCES 45.00 X 115570 0 14506 REBECCA GARRISON DIRECTOR OF MILITARY FAMILY PROGRAMS 45.00 X 104855 0 6982 829465 0 27583 6 0 1 0 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 ACCOUNTING SERVICES 105168 1 36908 4621974 4658882 130802 130802 2385503 2308301 77202 77202 77202 244 233 11 11 MISCELLANEOUS 624100 3722 3722 3722 4870619 11 0 211726 556935 556935 229004 114502 91601 22901 1930256 1655103 62176 212977 9387 7995 347 1045 78796 60240 10565 7991 173652 147298 6726 19628 11236 11236 128223 128223 38752 38752 238798 166152 14649 57997 21402 16440 4003 959 11286 2143 8110 1033 201205 86030 46178 68997 146319 118388 12192 15739 124145 75818 33705 14622 73971 36694 37277 85665 85665 16430 13645 967 1818 11888 11888 CAMP AND FAMILY RETREAT 614701 614701 PRINTING AND PUBLICATIO 45181 32442 5564 7175 MAIL AND POSTAGE SERVIC 30179 2667 2154 25358 OTHER EXPENSES 26089 6648 2395 17046 4803500 3713841 577096 512563 1171376 1783992 66000 204938 337 0 51836 45744 456552 444075 28908 12477 5286181 4884692 107187 571029 438673 7282854 7370516 330981 229784 670000 450000 986948 987112 626929 482930 2614858 2149826 X 4462996 4785690 205000 435000 4667996 5220690 7282854 7370516 67119 485575 0 X 0 1 X 1 0 X 4771777 4154781 8972124 4793958 4658882 27351522 4771777 4154781 8972124 4793958 4658882 27351522 383715 26967807 177100 101972 87714 249639 130802 747227 531 1253 10719 500 3722 16725 28115474 2040 0.95920 0.94960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2019 AMOUNT: $ 531. 2020 AMOUNT: $ 1,253. 2021 AMOUNT: $ 10,719. 2022 AMOUNT: $ 500. 2023 AMOUNT: $ 3,722. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6184 6184 4797316 4803500 390175 97544 0 0 409952 662297 473458 390175 1935882 2903823 3960 2885 6642 6184 19671 93646 165574 118365 97544 475129 712694 4286182 9064 693328 1065129 38753 3884692 6230307 14230 -834886 1078314 45155 4286182 5712554 12153 739795 234195 6230307 5182072 9625 630497 109640 5712554 4422521 18710 905294 164453 5182072 1.00000 0 0 271440 258963 12477 185112 185112 0 12477 SECURITY DEPOSITS 21895 RIGHT-OF-USE ASSET 416778 438673 RIGHT-OF-USE LIABILITY 482930 482930 X 5395608 485575 77933 563508 4832100 38752 -233 38519 4870619 4842914 77933 233 78166 4764748 38752 38752 4803500 PART V, LINE 4: THE GENERAL RESERVE FUND WAS ESTABLISHED TO PROVIDE FINANCIAL STABILITY OF THE ASSOCIATION AND TO PROVIDE FOR PROGRAM ADMINISTRATIVE SUPPORT. THE SCHOLARSHIP FUND WAS ESTABLISHED TO PROVIDE FINANCIAL STABILITY AND INCOME TO SUPPORT THE ASSOCIATION'S SCHOLARSHIP PROGRAM. PART X, LINE 2: NO PROVISION HAS BEEN MADE FOR INCOME TAXES, SINCE THE ASSOCIATION HAS DETERMINED TO BE EXEMPT FROM INCOME TAX PURSUANT TO INTERNAL REVENUE CODE SECTION 501(3). THERE WAS NO UNRELATED BUSINESS TAXABLE INCOME DURING THE YEAR ENDED DECEMBER 31, 2023. THE ASSOCIATION FILES ITS INFORMATION TAX RETURN FOR FEDERAL REPORTING PURPOSES. THE ASSOCIATION IS NOT UNDER AUDIT BY ANY INCOME TAX JURISDICTION. FASB ASC 740, INCOME TAXES, REQUIRES CHANGES IN RECOGNITION AND MEASUREMENT FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT IT CURRENTLY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. IF THE POSITION CHANGES, THE ASSOCIATION WILL ADDRESS THE IMPACT OF ANY SUCH MATTERS ON ITS STATEMENT OF FINANCIAL POSITION AND ITS RESULTS OF OPERATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -233. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 233. 1 SCHOLARSHIPS 544 556935 CASH PART I, LINE 2: ALL SELECTED SCHOLARSHIP RECIPIENTS MUST PROVIDE EVIDENCE PROVING THAT THEY ARE A MILITARY SPOUSE AND THUS, ELIGIBLE FOR THE SCHOLARSHIP. THEY MUST ALSO FURNISH THE COMPLETE ADDRESS AND CONTACT INFORMATION FOR THEIR SCHOOLS', BURSAR OR FINANCE OFFICE, AS WELL AS THEIR STUDENT ID NUMBER. THE SCHOLARSHIP CHECKS ARE NORMALLY MADE PAYABLE TO THE INSTITUTION OF HIGHER LEARNING AND MUST BE USED WITHIN A 12 MONTH PERIOD. FUNDS ARE RETURNED IF THEY ARE NOT FULLY USED OR IF THE RECIPIENTS DO NOT REGISTER FOR CLASSES. X X X X X 0 0 0 0 0 0 0 1 0 BESA PINCHOTTI EXECUTIVE DIRECTOR/CEO 227326 0 0 0 0 0 600 0 1077 0 229003 0 0 0 PART I, LINE 7 VARIOUS EMPLOYEES RECEIVED A BONUS DURING THE CURRENT FISCAL YEAR BASED ON PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF GOVERNORS (BOG) HAS CREATED AN EXECUTIVE COMMITTEE CONSISTING OF THE FOUR BOG ELECTED OFFICERS. WHEN A MATTER ARISES BETWEEN REGULAR MEETINGS OF THE BOG, AND TIME SENSITIVITY MAKES DELAY UNTIL A REGULARLY SCHEDULED BOG MEETING UNACCEPTABLE, THE CHAIR WILL NOTIFY BOG MEMBERS THAT THE MATTER WILL BE DECIDED AT AN EXECUTIVE COMMITTEE MEETING, WHICH ANY BOG MEMBER MAY ATTEND. HOWEVER, ONLY THE MEMBERS OF THE EXECUTIVE COMMITTEE MAY VOTE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION IS OPEN TO ALL PERSONS WHO, THROUGH THE MAKING OF A SPECIFIED CONTRIBUTION, EXPRESS AN INTEREST IN THE QUALITY OF LIFE OF THE FAMILIES AND MEMBERS OF THE UNIFORMED SERVICES OF THE UNITED STATES, EACH MEMBER IS ENTITLED TO ONE VOTE UPON ANY MATTER SUBMITTED TO ASSOCIATION MEMBERS FOR A VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL MEMBERSHIP MAY REQUEST FOR A SPECIAL MEETING AND MUST VOTE ON ANY PROPOSAL TO DISSOLVE THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT IS AVAILABLE, IT IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEES OF THE BOARD OF GOVERNORS, THE EXECUTIVE DIRECTOR, AND BY THE ENTIRE BOARD OF GOVERNORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION HAS A DETAILED CONFLICT OF INTEREST POLICY COVERING THE BOARD OF GOVERNORS. ANNUALLY A DISCLOSURE STATEMENT MUST BE FILED BY EACH GOVERNOR. THE CORPORATE SECRETARY MONITORS COMPLIANCE AND REMINDS THE GOVERNORS WHO MAY HAVE TO FILE THEIR STATEMENT. NO ONE MAY HOLD AN OFFICE IN THE ASSOCIATION IF IDENTIFICATION WITH ANOTHER ORGANIZATION PRESENTS A CONFLICT OF INTEREST AS DETERMINED BY THE BOG. ANYONE WHO MIGHT BE PERSONALLY AND SUBSTANTIALLY AFFECTED BY THE OUTCOME OF AN ISSUE WILL ABSTAIN FROM THE VOTE AND MAY BE ASKED TO WITHDRAW FROM A MEETING DURING THE CONSIDERATION OF THAT ISSUE. IN ADDITION, THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ASSOCIATION'S GENERAL POLICIES DOCUMENT AND THE HUMAN RESOURCES POLICY HANDBOOK, WHICH EACH EMPLOYEE MUST CERTIFY HAS BEEN READ. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF GOVERNORS PERIODICALLY REVIEWS AN ANALYSIS OF COMPENSATION DATA COLLECTED TO ENSURE THAT SALARIES ARE COMPETITIVE AND MARKET CONSISTENT FOR KEY EMPLOYEES. JOBS ARE ASSIGNED TO A WORK LEVEL BASED ON THE SKILLS AND EXPERIENCE REQUIRED FOR THE POSITION. EACH WORK LEVEL HAS A SALARY RANGE AND COMPENSATION WITHIN THE RANGE IS DETERMINED BASED ON PERFORMANCE AND EXPERIENCE. JOB PERFORMANCE IS REVIEWED ON AN ANNUAL BASIS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, APPLICATION FOR EXEMPTION, FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE ALSO READILY AVAILABLE ON OUR WEBSITE AND VARIOUS OTHER PUBLIC INTEREST WEBSITES. THE FORM 1023 IS NOT AVAILABLE ON THE ORGANIZATION'S WEBSITE, BUT IS AVAILABLE UPON REQUEST.