2024-09-06T15:36:28-05:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2023-01-01 530200270 AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION AMER 2028334910 1620 L STREET NW 800 WASHINGTON DC 20036 KYLE LONGTON EVP/CEO 2028334910 2024-09-06 1 0 J CALVIN MARKS P01226973 9197196400 2023 2024-08-08 14:25:15Z KYLE LONGTON 1620 L STREET NW 800 WASHINGTON DC 20036 603441582 0 X WWW.AFSPA.ORG X 1951 DC AFSPA'S MISSION IS TO PROVIDE UNPARALLELED SERVICE THAT OUR UNIQUE, WORLDWIDE MEMBERSHIP REQUIRES, AFSPA MANAGES A COMPREHENSIVE SET OF HEALTH INSURANCE BENEFITS AND RELATED PROGRAMS PROMOTING THE WELFARE OF OUR MEMBERS WHO SUPPORT U.S. FOREIGN AFFAIRS AND RELATED MISSIONS. 13 13 110 14 0 0 0 0 534599992 601978492 558666 374689 20000 20000 535178658 602373181 0 0 503756270 582174069 23878151 9722206 0 0 0 18744554 35572551 546378975 627468826 -11200317 -25095645 180458439 177711633 67448103 64341243 113010336 113370390 AFSPA'S MISSION IS TO PROVIDE UNPARALLELED SERVICE THAT OUR UNIQUE, WORLDWIDE MEMBERSHIP REQUIRES, AFSPA MANAGES A COMPREHENSIVE SET OF HEALTH INSURANCE BENEFITS AND RELATED PROGRAMS PROMOTING THE WELFARE OF OUR MEMBERS WHO SUPPORT U.S. FOREIGN AFFAIRS AND RELATED MISSIONS. 0 0 AFSPA PROVIDES INSURANCE BENEFITS TO ITS MEMBERS. THE TOP THREE INSURANCE PROGRAMS ARE HEALTH, DENTAL AND LONG TERM CARE INSURANCE. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 22 0 1 110 1 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 1 1 0 X ROBIN LEHMAN SENIOR DIRECTOR ACCOUNTING & FINANCE 2028334910 1620 L STREET NW 800 WASHINGTON DC 20036 PAULA S JAKUB CHIEF EXECUTIVE OFFICER 40.00 1.00 X 388160 0 31172 KYLE LONGTON CHIEF OPERATING OFFICER 40.00 1.00 X 240658 0 67190 ROBIN LEHMAN SENIOR DIRECTOR, ACCOUNTING 35.00 X 205929 0 31292 ANTIONE SMITH SENIOR DIRECTOR, HR 35.00 X 201436 0 30495 JAMES LEE SENIOR DIRECTOR, HEALTH OPERATIONS 35.00 X 182760 0 13025 ADRIENNE COLEMAN-SEABROOKS SENIOR DIRECTOR, AIP 35.00 X 141932 0 53436 STEFON NICELY SENIOR DIRECTOR, COMPLIANCE 35.00 X 164317 0 29074 TWANISHA JOHNSON SENIOR DIRECTOR, OPERATIONS 35.00 X 149818 0 12216 KATHY YELDELL DIRECTOR MEMBER SERVICES 35.00 X 137596 0 23609 CHINARA LUCAS DIRECTOR, COMMUNICATIONS 35.00 X 129363 0 22084 THOMAS M TRACY CHAIRMAN 2.00 1.00 X X 0 0 0 RICHARD J SHINNICK VICE CHAIRMAN 1.00 X X 0 0 0 SARAH R HORSEY SECRETARY/TREASURER 1.00 X X 0 0 0 KATHLEEN AUSTIN-FERGUSON DIRECTOR 1.00 X 0 0 0 JOYCE BARR DIRECTOR 1.00 X 0 0 0 JENNIFER BONNER DIRECTOR (FROM JUN '23) 1.00 X 0 0 0 FRANK J COULTER JR DIRECTOR 1.00 X 0 0 0 CHARLES MCCARTER DIRECTOR 1.00 X 0 0 0 JEFFREY MOUNTS DIRECTOR 1.00 X 0 0 0 CAROL PEREZ DIRECTOR (FROM SEP '23) 1.00 1.00 X 0 0 0 CHARLES H ROSENFARB DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL TULLEY DIRECTOR (FROM JUN '23) 1.00 X 0 0 0 JAMES D WHITTEN DIRECTOR 1.00 X 0 0 0 1941969 0 313593 15 0 1 0 AETNA INC 151 FARMINGTON AVE HARTFORD CT 06156 MEMBER BENEFITS 18879503 CLOUDFORCE 120 WATERFRONT ST NATIONAL HARBOR MD 20745 IT SERVICES 1436100 DIRECT CONNECT GROUP PO BOX 3905 SEATTLE WA 96124 PRINTING & MAILING SERVICES 215038 8X8 675 CREEKSIDE WAY CAMPBELL CA 95008 TELECOMMUNICATIONS SERVICES 174773 4 CLAIMS & ADMIN EXP REIMBURSEMENT 524292 599040732 599040732 MEMBER PREMIUM 524292 2937760 2937760 601978492 280732 280732 1162358 1033647 34754 128711 -34754 93957 93957 REIMBURSEMENTS 900099 20000 20000 20000 602373181 601978492 0 394689 582174069 1392117 6202880 351510 1223580 552119 55558 153376 87485 22454713 260440 1260733 4150067 1216350 305528 14516 233937 337531 FEHBP SERVICE CHARGE 3294383 PROFESSIONAL DEVELOPMEN 169061 TAXES & FEES 59137 DUES & SUBSCRIPTIONS 25670 1494066 627468826 2320 2697 -3705223 -9680286 41656373 48293023 416657 373707 2534231 2094873 654223 439358 9241856 11450284 132192233 126832850 180458439 177711633 8475439 9485503 842546 177906 58130118 54677834 67448103 64341243 X 113010336 113370390 113010336 113370390 180458439 177711633 X -25095645 1217641 24238058 X 0 0 0 981226 728231 252995 1553005 1366642 186363 439358 LETTER OF CREDIT 118481039 RIGHT-OF-USE ASSETS 8060848 DEFERRED COMPENSATION ASSET 290963 126832850 ACCRUED HEALTH BENEFITS 44000000 LEASE LIABILITIES 9536155 HRA PLAN BENEFIT OBLIGATION 850716 DEFERRED COMPENSATION LIABILITY 290963 54677834 X X 0 0 0 PAULA S JAKUB CHIEF EXECUTIVE OFFICER 388160 0 0 0 0 0 24582 0 6590 0 419332 0 0 0 KYLE LONGTON CHIEF OPERATING OFFICER 240658 0 0 0 0 0 15312 0 51878 0 307848 0 0 0 ROBIN LEHMAN SENIOR DIRECTOR, ACCOUNTING 191163 0 14766 0 0 0 12138 0 19154 0 237221 0 0 0 ANTIONE SMITH SENIOR DIRECTOR, HR 186082 0 15354 0 0 0 12156 0 18339 0 231931 0 0 0 JAMES LEE SENIOR DIRECTOR, HEALTH OPERATIONS 171546 0 11214 0 0 0 7572 0 5453 0 195785 0 0 0 ADRIENNE COLEMAN-SEABROOKS SENIOR DIRECTOR, AIP 128679 0 13253 0 0 0 8827 0 44609 0 195368 0 0 0 STEFON NICELY SENIOR DIRECTOR, COMPLIANCE 150644 0 13673 0 0 0 0 0 29074 0 193391 0 0 0 TWANISHA JOHNSON SENIOR DIRECTOR, OPERATIONS 136355 0 13463 0 0 0 9166 0 3050 0 162034 0 0 0 KATHY YELDELL DIRECTOR MEMBER SERVICES 126051 0 11545 0 0 0 8405 0 15204 0 161205 0 0 0 CHINARA LUCAS DIRECTOR, COMMUNICATIONS 118120 0 11243 0 0 0 7925 0 14159 0 151447 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR DIRECTOR OF ACCOUNTING REVIEWS THE FORMS IN CONCERT WITH THE EXECUTIVE MANAGEMENT, WHO THEN SIGNS AND FILES THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AS A GOVERNMENT CONTRACTOR, AFSPA IS SUBJECT TO ETHICAL COMPLIANCE REGULATIONS. THESE TOOK EFFECT IN 2009, AND INCLUDES HAVING A COMPLIANCE AND ETHICS OFFICER. COMPLIANCE INCLUDES HAVING THE BOARD MEMBERS, OFFICERS, AND EMPLOYEES BRIEFED ANNUALLY ON ETHICAL STANDARDS AND BEING GIVEN OPTIONS FOR BRINGING POTENTIAL ETHICAL CONCERNS TO THE ATTENTION OF THE COMPLIANCE OFFICER. TO DATE, NO POTENTIAL ETHICAL CONCERNS HAVE BEEN BROUGHT TO THE ATTENTION OF THE COMPLIANCE OFFICER. IF THEY WERE, THE COMPLIANCE & ETHICS OFFICER AND/OR HIS OR HER DESIGNEES WILL INVESTIGATE ALLEGED VIOLATIONS OF THE CODE OF ETHICS. AS NECESSARY, THEY MAY REPORT THE VIOLATION TO PUBLIC OFFICIALS FOR INVESTIGATION AND/OR PROSECUTION. FORM 990, PART VI, SECTION B, LINE 15 TOP MANAGEMENT AND OFFICER COMPENSATION IS DETERMINED BY THE CEO BASED ON AN ESTIMATED ANNUAL BUDGET FOR SALARY AND BONUS INCREASES. CEO COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS IN JULY OF EACH YEAR AFTER DISCUSSION IN CLOSED-DOOR EXECUTIVE SESSIONS. FORM 990, PART VI, SECTION C, LINE 19 NOT AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9: CONTINGENCY RESERVE PAYMENTS 24,238,058. FORM 990, PART IV, LINE 12 AND PART XII, LINE 2B: BOTH THE CORE AFSPA PLAN AND ITS SHARE OF THE FEDERAL EMPLOYEES HEALTH BENEFIT PROGRAM RECEIVE SEPARATE AUDITED FINANCIAL STATEMENTS. SENIOR LIVING FOUNDATION OF THE AMERICAN FOREIGN SERVICE INC 1620 L STREET NW NO 800 WASHINGTON DC 20036 521699708 PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL DC 501(C)3 7 AMERICAN FOREIGN SERVICE PROTECTIVE ASSOC 1 UNITED STATES FEDERAL GOVERNMENT VEBA CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 1 UNITED STATES FEDERAL GOVERNMENT S 601978492 FMV SENIOR LIVING FOUNDATION OF THE AMERICAN FOREIGN SERVICE INC O 148409 FMV