AIR & SPACE FORCES AID SOCIETY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AIR & SPACE FORCES AID SOCIETY INC (EIN 54-1797281)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349315527
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:31:08-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541797281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIR FORCE AID SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AIRF | BusinessNameControlTxt |
| Phone | 7039722650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 CRYSTAL DRIVE 809 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA BURRIS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7039722650 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAJ GEN EDWARD THOMAS JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 CRYSTAL DRIVE 809 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,307,515 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AFAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT U.S. AIR FORCE AND U.S. SPACE FORCE FAMILIES WHEN THEY NEED US MOST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,846,590 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,819,409 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $619,923 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,961,832 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$143,205 | PYOtherRevenueAmt |
| CY Other Revenue | -$229,172 | CYOtherRevenueAmt |
| PY Total Revenue | $5,323,308 | PYTotalRevenueAmt |
| CY Total Revenue | $6,552,069 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,515,407 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,232,179 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,038,775 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,375,574 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $267,642 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,721,634 | PYOtherExpensesAmt |
| CY Other Expenses | $2,316,013 | CYOtherExpensesAmt |
| PY Total Expenses | $13,275,816 | PYTotalExpensesAmt |
| CY Total Expenses | $12,923,766 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,952,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,371,697 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $223,375,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $235,435,094 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,503,373 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,147,287 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $221,872,359 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $234,287,807 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORT AIRMEN AND GUARDIANS BY RELIEVING EMERGENCY FINANCIAL DISTRESS, HELPING FAMILIES ACHIEVE THEIR EDUCATIONAL GOALS, AND IMPROVING THE QUALITY OF AIR AND SPACE FORCE LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,077,171 | ExpenseAmt |
| Grant | $3,290,278 | GrantAmt |
| Desc | EMERGENCY ASSISTANCE: THIS PROGRAM PROVIDES INTEREST FREE LOANS AND GRANTS TO AIR AND SPACE FORCE MEMBERS, RETIREES AND WIDOWS BASED ON THE INDIVIDUAL SITUATION. THESE LOANS AND GRANTS ARE PROVIDED TO MEET IMMEDIATE FINANCIAL NEEDS IN AN EMERGENCY SITUATION AS A STEP TOWARD A LASTING SOLUTION TO A PROBLEM. ELIGIBLE MEMBERS MAY APPLY THROUGH A STANDARD OF FALCON LOAN APPLICATION. THE SOCIETY STARTED THE FALCON LOAN PROGRAM IN MARCH 2008 TO MAKE EMERGENCY ASSISTANCE FUNDS READILY ACCESSIBLE TO AIR AND SPACE FORCE MEMBERS IN NEED BY STREAMLINING THE APPLICATION PROCESS. THE FALCON LOAN PROGRAM PROVIDES INTEREST-FREE LOANS OF UP TO $1,000 TO ASSIST WITH EMERGENCY FINANCIAL NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,126,569 | ExpenseAmt |
| Grant | $2,591,033 | GrantAmt |
| Desc | EDUCATIONAL ASSISTANCE: THE GENERAL H. H. ARNOLD EDUCATION GRANT PROGRAM PROVIDES NEEDS-BASED GRANTS TO SONS, DAUGHTERS, AND SPOUSES OF THE AIR AND SPACE FORCE MEMBERS WHO ARE ENROLLED FULL TIME IN UNDERGRADUATE PROGRAMS. THE AMOUNT OF THE GRANT A STUDENT RECEIVES IS BASED ON THE FINANCIAL NEED OF THE FAMILY AND RANGES FROM $500 TO $4,000.IN ADDITION TO NEEDS-BASED GRANTS, THE SOCIETY ALSO PROVIDES $2,500 AND $5,000 MERIT-BASED SCHOLARSHIPS TO THE TOP INCOMING COLLEGE AND UNIVERSITY FRESHMEN STUDENTS. THE SELECTION PROCESS INVOLVES THE EVALUATION OF CUMULATIVE GPA, HIGH SCHOOL TRANSCRIPTS, AND A WRITTEN ESSAY ON A SPECIFIC TOPIC DESIGNATED BY THE SOCIETY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $397,980 | ExpenseAmt |
| Grant | $350,869 | GrantAmt |
| Desc | COMMUNITY ENHANCEMENT: THIS PROGRAM INCLUDES INDIVIDUAL PROGRAMS IN FOUR MAIN AREAS: CHILDCARE, PARENTING, READINESS (CAR SAFETY CHECKS), AND SPOUSE/YOUTH (EDUCATION/ORIENTATION/JOB SKILLS). THESE PROGRAMS ARE DESIGNED TO IMPROVE QUALITY OF LIFE AND MEET CURRENT AND EMERGING NEEDS OF AIR FORCE MEMBERS DURING ALL STAGES OF THEIR CAREER/LIFE. CHILDCARE BECAME A HUGE CONCERN FOR MEMBERS AND THEIR FAMILIES AS THE COVID-19 PANDEMIC CONTINUED TO CAUSE A SHORTAGE IN CHILDCARE AT AIR FORCE INSTALLATIONS. THE SOCIETY WAS ABLE TO PROVIDE UP TO $1,500 IN REIMBURSABLE EXPENSES PER MEMBER FOR CHILDCARE TOTALING $1 MILLION IN SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,601,720 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 93 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039722650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 CRYSTAL DRIVE 809 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES C REAGAN | ||||||||
| PRESIDENT AND TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN K BARCHICK | ||||||||
| VICE PRESIDENT AND TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOANNE S BASS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAHN BASS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MG MARK A BROWN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELI A COHEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CMSGT DANNY R DOUCETTE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MG MICHAEL A GREINER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON ROBERT F HALE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR WILLIAM W JENNINGS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK KENDALL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN MAILENDER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LTG ROBERT MILLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LTG CAROLINE MILLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LTG CHARLES PLUMMER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL ROBERSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEN B CHANCE SALTZMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER SALTZMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CMSSF JOHN BENTIVEGNA | ||||||||
| TRUSTEE (AS OF 9/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHY BENTIVEGNA | ||||||||
| TRUSTEE (AS OF 9/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEN DAVID W ALLVIN | ||||||||
| TRUSTEE (AS OF 11/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GINA ALLVIN | ||||||||
| TRUSTEE (AS OF 11/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CMSGT DENNIS L FRITZ | ||||||||
| TRUSTEE (UNTIL 6/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEN CHARLES Q BROWN | ||||||||
| TRUSTEE (UNTIL 9/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARENE BROWN | ||||||||
| TRUSTEE (UNTIL 9/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL RUSH | ||||||||
| TRUSTEE (UNTIL 9/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CMSGT ROGER A TOWBERMAN | ||||||||
| TRUSTEE (UNTIL 9/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CMSAF KALETH O WRIGHT | ||||||||
| CEO (UNTIL 9/2023) | 40.00 | Yes (X) | $239,190 | $0 | $20,412 | |||
| JESSICA BURRIS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $237,423 | $0 | $29,549 | |||
| NYVIA N AYALA | ||||||||
| CHIEF HR OFFICER | 40.00 | Yes (X) | $166,250 | $0 | $16,734 | |||
| ROBERT YORK | ||||||||
| CMAO (UNTIL 8/2023) | 40.00 | Yes (X) | $114,267 | $0 | $10,301 | |||
| KRISTINA L MCBRIDE | ||||||||
| COO | 40.00 | Yes (X) | $206,198 | $0 | $20,190 | |||
| JOHN A FARRELL III | ||||||||
| COO (UNTIL 8/2023) | 40.00 | Yes (X) | $202,303 | $0 | $22,152 | |||
| DIANA FAZYLOVA | ||||||||
| CONTROLLER | 40.00 | $162,825 | $0 | $19,665 | Yes (X) | |||
| LISA M DONALD | ||||||||
| LOAN MGMT SUPERVISOR | 40.00 | $141,379 | $0 | $17,838 | Yes (X) | |||
| BEATRIZ SWANN | ||||||||
| OPERATIONS DIRECTOR | 40.00 | $142,235 | $0 | $18,138 | Yes (X) | |||
| SARAH K MCNULTY | ||||||||
| EDUCATION PROGRAMS MANAGER | 40.00 | $106,728 | $0 | $10,556 | Yes (X) | |||
| NAKEECHA L PUMPHREY | ||||||||
| EXECUTIVE ASSISTANT | 40.00 | $100,839 | $0 | $9,922 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,819,637 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $195,457 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEPC LLC | |||||
| 255 STATE ST | BOSTON | MA | 02109 | INVESTMENT ADVISOR | $163,294 |
| RSM US LLP | |||||
| 1250 H ST NW 700 | WASHINGTON | DC | 20005 | IT SERVICES | $134,953 |
| HARTMAN | |||||
| 1954 GREENSPRING DR 320 | TIMONIUM | MD | 21093 | IT MGMT/CONSULTING | $114,660 |
| CORDIA RESOURCES | |||||
| 4201 WILSON BLVD 300 | ARLINGTON | VA | 22203 | TEMPORARY STAFFING | $112,950 |
| KELLY STRATEGIES LLC | |||||
| 2674 N UPSHUR STREET | ARLINGTON | VA | 22207 | CONSULTING | $107,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $640,054 | FederatedCampaignsAmt |
| Fundraising | $741,547 | FundraisingAmt |
| All Other Contributions | $2,437,808 | AllOtherContributionsAmt |
| Total Contributions | $3,819,409 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,046,649 | TotalRevenueColumnAmt |
| Exclusion | $4,046,649 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,441,405 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,526,222 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,084,817 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,084,817 | TotalRevenueColumnAmt |
| Exclusion | -$1,084,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $741,547 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $229,224 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$229,224 | TotalRevenueColumnAmt |
| Exclusion | -$229,224 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $52 | TotalRevenueColumnAmt |
| Exclusion | $52 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,552,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,732,660 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,860,647 | TotalAmt |
| Program Services | $4,860,647 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,532 | TotalAmt |
| Program Services | $1,346,532 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,467,452 | TotalAmt |
| Program Services | $820,307 | ProgramServicesAmt |
| Management And General | $589,916 | ManagementAndGeneralAmt |
| Fundraising | $57,229 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,831,411 | TotalAmt |
| Program Services | $1,023,759 | ProgramServicesAmt |
| Management And General | $736,227 | ManagementAndGeneralAmt |
| Fundraising | $71,425 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,561 | TotalAmt |
| Program Services | $99,815 | ProgramServicesAmt |
| Management And General | $71,781 | ManagementAndGeneralAmt |
| Fundraising | $6,965 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,461 | TotalAmt |
| Program Services | $366,401 | ProgramServicesAmt |
| Management And General | $263,496 | ManagementAndGeneralAmt |
| Fundraising | $25,564 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,689 | TotalAmt |
| Program Services | $135,663 | ProgramServicesAmt |
| Management And General | $97,561 | ManagementAndGeneralAmt |
| Fundraising | $9,465 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,883 | TotalAmt |
| Management And General | $7,883 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,579 | TotalAmt |
| Management And General | $65,579 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,218 | TotalAmt |
| Management And General | $371,218 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,350 | TotalAmt |
| Program Services | $344,507 | ProgramServicesAmt |
| Management And General | $239,813 | ManagementAndGeneralAmt |
| Fundraising | $24,030 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,951 | TotalAmt |
| Management And General | $158,909 | ManagementAndGeneralAmt |
| Fundraising | $38,042 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,652 | TotalAmt |
| Program Services | $52,911 | ProgramServicesAmt |
| Management And General | $38,050 | ManagementAndGeneralAmt |
| Fundraising | $3,691 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,801 | TotalAmt |
| Program Services | $261,050 | ProgramServicesAmt |
| Management And General | $182,845 | ManagementAndGeneralAmt |
| Fundraising | $14,906 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,059 | TotalAmt |
| Program Services | $30,219 | ProgramServicesAmt |
| Management And General | $21,732 | ManagementAndGeneralAmt |
| Fundraising | $2,108 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,164 | TotalAmt |
| Program Services | $14,626 | ProgramServicesAmt |
| Management And General | $10,518 | ManagementAndGeneralAmt |
| Fundraising | $1,020 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,632 | TotalAmt |
| Program Services | $17,682 | ProgramServicesAmt |
| Management And General | $12,716 | ManagementAndGeneralAmt |
| Fundraising | $1,234 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $400,724 | TotalAmt |
| Program Services | $202,601 | ProgramServicesAmt |
| Management And General | $186,160 | ManagementAndGeneralAmt |
| Fundraising | $11,963 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,923,766 | TotalAmt |
| Program Services | $9,601,720 | ProgramServicesAmt |
| Management And General | $3,054,404 | ManagementAndGeneralAmt |
| Fundraising | $267,642 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,414,722 | BOYAmt |
| EOY | $1,378,013 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,678,943 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,513 | BOYAmt |
| EOY | $91,936 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,445,767 | BOYAmt |
| EOY | $3,128,035 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,510 | BOYAmt |
| EOY | $734,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,098,700 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,045,415 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,930 | BOYAmt |
| EOY | $53,285 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,421,242 | BOYAmt |
| EOY | $101,695,964 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,281,048 | BOYAmt |
| EOY | $126,674,657 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,375,732 | BOYAmt |
| EOY | $235,435,094 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,969 | BOYAmt |
| EOY | $323,397 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,250 | BOYAmt |
| EOY | $187,552 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,154 | BOYAmt |
| EOY | $636,338 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,503,373 | BOYAmt |
| EOY | $1,147,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,859,580 | BOYAmt |
| EOY | $232,106,031 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,012,779 | BOYAmt |
| EOY | $2,181,776 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,872,359 | BOYAmt |
| EOY | $234,287,807 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,375,732 | BOYAmt |
| EOY | $235,435,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,371,697 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,787,145 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,518,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,281,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,501,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,031,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,819,409 | CurrentTaxYearAmt |
| Total | $21,152,304 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $340,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $347,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $359,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $368,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $372,062 | CurrentTaxYearAmt |
| Total | $1,787,989 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,858,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,628,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,861,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,399,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,191,471 | CurrentTaxYearAmt |
| Total | $22,940,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,412,172 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,528,121 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,006,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,533,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,295,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,732,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,046,649 | CurrentTaxYearAmt |
| Total | $18,613,831 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $414,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,737 | CurrentTaxYearMinus1YearAmt |
| Total | $671,379 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52 | CurrentTaxYearAmt |
| Total | $15,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,241,332 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $400 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,091,204 | BeginningYearBalanceAmt |
| Contributions | $17,000 | ContributionsAmt |
| Investment Earnings Or Losses | $115,397 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $91,825 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,131,776 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,386,613 | BeginningYearBalanceAmt |
| Contributions | $7,400 | ContributionsAmt |
| Investment Earnings Or Losses | -$216,520 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $86,289 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,091,204 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,155,908 | BeginningYearBalanceAmt |
| Contributions | $61,000 | ContributionsAmt |
| Investment Earnings Or Losses | $254,868 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $85,163 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,386,613 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,917,804 | BeginningYearBalanceAmt |
| Contributions | $105,000 | ContributionsAmt |
| Investment Earnings Or Losses | $222,437 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $89,333 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,155,908 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,854,800 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $300,062 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $237,058 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,917,804 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98890 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $505,541 | OtherCostOrOtherBasisAmt |
| Depreciation | $452,256 | DepreciationAmt |
| Book Value | $53,285 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,593,159 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,593,159 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,285 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE FUNDS | $8,159,361 | F |
| HEDGE FUNDS | $23,011,586 | F |
| PRIVATE EQUITY FUNDS | $80,269,305 | F |
| PRIVATE DEBT FUNDS | $15,234,405 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $126,674,657 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $53,500 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $49,034 |
| ACCRUED COMPENSATION | $533,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $636,338 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,569,282 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,787,145 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $372,062 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $229,224 | OtherRevenueAmt |
| Revenue Not Reported | $19,388,431 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,180,851 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $371,218 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $371,218 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,552,069 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,153,834 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $372,062 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $229,224 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $601,286 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,552,548 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $371,218 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $371,218 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,923,766 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SOCIETY'S ENDOWMENT FUNDS CONSIST OF DONOR-RESTRICTED CONTRIBUTIONS THAT ARE INVESTED TO PROVIDE FUTURE EARNINGS TO FUND NAMED EDUCATION GRANTS IN PERPETUITY AS PART OF THE SOCIETY'S GENERAL HENRY ARNOLD EDUCATION GRANT PROGRAM. EACH YEAR, A PERCENTAGE OF THE FUNDS ARE PAID OUT TO FUND EDUCATION GRANTS AWARDED THAT YEAR. THE AMOUNT DISTRIBUTED EACH YEAR IS DETERMINED BY THE FINANCE COMMITTEE AS PART OF THE OVERALL OPERATING BUDGET. |
| PART X, LINE 2: | THE SOCIETY IS EXEMPT FROM PAYMENT OF INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE SOCIETY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THE SOCIETY HAS ADOPTED THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SOCIETY EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO AUDITS PENDING OR IN PROGRESS. IT IS THE SOCIETY'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2023 AND 2022, THE SOCIETY HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHARITY BALL EVENT EXPENSES 229,224. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHARITY BALL EVENT EXPENSES 229,224. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 0 | 0 | GRANTMAKING | $1,122,489 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $224,043 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $14,894,831 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $15,857,183 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $2,047,271 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $1,056,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $35,202,278 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $35,202,278 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (10 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| AF BASE CHILDCARE | EAST ASIA AND THE PACIFIC | 27 | $6,830 | CHECK |
| AF BASE CHILDCARE | EUROPE (INCLUDING ICELAND AND GREENLAND) | 62 | $14,280 | CHECK |
| AF BASE EDUCATIONAL PROGRAMS | EAST ASIA AND THE PACIFIC | 3 | $4,034 | CHECK |
| AF BASE EDUCATIONAL PROGRAMS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 3 | $3,976 | CHECK |
| BUNDLES FOR BABIES SEMINAR | EAST ASIA AND THE PACIFIC | 48 | $2,400 | CHECK |
| BUNDLES FOR BABIES SEMINAR | EUROPE (INCLUDING ICELAND AND GREENLAND) | 114 | $5,700 | CHECK |
| EDUCATION GRANTS FOR COLLEGE | EAST ASIA AND THE PACIFIC | 28 | $33,550 | CHECK |
| EDUCATION GRANTS FOR COLLEGE | EUROPE (INCLUDING ICELAND AND GREENLAND) | 97 | $110,500 | CHECK |
| EMERGENCY FINANCIAL ASSISTANCE | EAST ASIA AND THE PACIFIC | 1796 | $1,075,675 | CHECK, EFT, ZELLE |
| EMERGENCY FINANCIAL ASSISTANCE | EUROPE (INCLUDING ICELAND AND GREENLAND) | 134 | $89,587 | CHECK, EFT, ZELLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY PROVIDES EDUCATIONAL AND EMERGENCY FINANCIAL ASSISTANCE GRANTS TO AIR FORCE FAMILIES STATIONED AT BASES LOCATED OUTSIDE THE US. THESE PROGRAMS ARE ADMINISTERED BY AIR FORCE SUPPORT STAFF AT THESE OVERSEAS BASES. RECIPIENTS OF EDUCATION GRANTS MUST SUBMIT AN INVOICE OR FINANCIAL STATEMENT FROM THE SCHOOL TO VERIFY THEIR ATTENDANCE AT THE INSTITUTION. EDUCATION GRANTS ARE PAID DIRECTLY TO THE SCHOOL. EMERGENCY FINANCIAL ASSISTANCE GRANTS ARE ISSUED ON A CASE-BY-CASE BASIS BASED ON ADEQUATE DOCUMENTATION OF THE FINANCIAL NEED OF THE AF MEMBER. ALL GRANTS PROVIDED BY THE SOCIETY ARE TRACKED BY THE SOCIETY'S HQ DATABASE SYSTEM TO PROVIDE A HISTORICAL RECORD OF THE ASSISTANCE PROVIDED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHARITY BALL | Event1Nm |
| Gross Receipts Event1 | $741,547 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $741,547 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $32,121 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $47,400 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $84,704 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,949 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $62,050 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $741,547 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $741,547 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $32,121 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $47,400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $84,704 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,949 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,050 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $229,224 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$229,224 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIR FORCE WOUNDED WARRIOR PROGRAM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 C STREET | AddressLine1Txt |
| City | RANDOLPH AFB | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | GOVT ENTITY | IRCSectionDesc |
| Cash Grant | $25,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SPONSORSHIP SUPPORT AND RECOGNITION BETWEEN THE AIR FORCE MORALE, WELFARE AND RECREATION (AF MWR) FUND, A NONAPPROPRIATED FUND INSTRUMENTALITY (NAFI) OF THE AIR FORCE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AF BASE CHILDCARE SERVICES | 750 | $177,226 |
| AF BASE EDUCATIONAL CLASSES | 60 | $76,171 |
| BUNDLES FOR BABIES SEMINAR | 696 | $35,250 |
| EDUCATIONAL GRANTS FOR COLLEGE | 2394 | $2,446,983 |
| EMERGENCY FINANCIAL ASSISTANCE | 3042 | $2,125,017 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY PROVIDES EDUCATION AND EMERGENCY FINANCIAL ASSISTANCE GRANTS TO SUPPORT AIR FORCE FAMILIES. THESE PROGRAMS ARE ADMINISTERED AT USAF BASES BY AIR FORCE PERSONNEL. EDUCATION GRANT RECIPIENTS MUST SUBMIT DOCUMENTATION TO VERIFY THEIR SCHOOL ATTENDANCE, AND ALL GRANTS ARE PAID DIRECTLY TO THE SCHOOL. EMERGENCY FINANCIAL SUPPORT IS ISSUED ON A CASE-BY-CASE BASIS BASED ON THE DOCUMENTED NEED OF THE AIRMAN. ALL ASSISTANCE IS TRACKED BY THE SOCIETY'S DATABASE TO PROVIDE A HISTORICAL REFERENCE OF ALL ASSISTANCE PROVIDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JESSICA BURRIS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $192,023 | $0 | $44,800 | $0 | $600 | $0 | $21,906 | $0 | $7,643 | $0 | $266,972 | $0 | $0 | $0 |
| CMSAF KALETH O WRIGHT | ||||||||||||||
| CEO (UNTIL 9/2023) | $174,113 | $0 | $0 | $0 | $65,077 | $0 | $18,994 | $0 | $1,418 | $0 | $259,602 | $0 | $0 | $0 |
| KRISTINA L MCBRIDE | ||||||||||||||
| COO | $166,392 | $0 | $38,800 | $0 | $1,006 | $0 | $18,560 | $0 | $1,630 | $0 | $226,388 | $0 | $0 | $0 |
| JOHN A FARRELL III | ||||||||||||||
| COO (UNTIL 8/2023) | $136,407 | $0 | $0 | $0 | $65,896 | $0 | $15,968 | $0 | $6,184 | $0 | $224,455 | $0 | $0 | $0 |
| NYVIA N AYALA | ||||||||||||||
| CHIEF HR OFFICER | $157,250 | $0 | $7,900 | $0 | $1,100 | $0 | $14,985 | $0 | $1,749 | $0 | $182,984 | $0 | $0 | $0 |
| DIANA FAZYLOVA | ||||||||||||||
| CONTROLLER | $139,208 | $0 | $22,517 | $0 | $1,100 | $0 | $14,960 | $0 | $4,705 | $0 | $182,490 | $0 | $0 | $0 |
| BEATRIZ SWANN | ||||||||||||||
| OPERATIONS DIRECTOR | $128,089 | $0 | $10,500 | $0 | $3,646 | $0 | $12,734 | $0 | $5,404 | $0 | $160,373 | $0 | $0 | $0 |
| LISA M DONALD | ||||||||||||||
| LOAN MGMT SUPERVISOR | $110,895 | $0 | $6,422 | $0 | $24,062 | $0 | $12,963 | $0 | $4,875 | $0 | $159,217 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SOCIETY OFFERS A TAXABLE REIMBURSEMENT PROGRAM FOR ALL EMPLOYEES OF UP TO $500 PER YEAR TO COVER THE COST OF FITNESS-RELATED ACTIVITIES AND/OR FITNESS EQUIPMENT. |
| PART I, LINE 4A | KALETH O. WRIGHT, SEVERANCE: $64,077 ROBERT YORK, SEVERANCE: $46,154 JOHN A. FARRELL III, SEVERANCE: $61,538 |
| PART I, LINE 7 | NON-FIXED DISCRETIONARY BONUSES WERE PAID TO JESSICA BURRIS FOR $25,000 ON 5/3/23, TO KRISTINA MCBRIDE FOR $20,000 ON 12/14/23, AND TO DIANA FAZYLOVA FOR $12,500 ON 5/15/23. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RAHN BASS, JOANNE BASS: FAMILY RELATIONSHIP GEN. CHARLES BROWN, SHARENE BROWN, MG MARK A. BROWN: FAMILY RELATIONSHIP RACHEL RUSH, CMSGT ROGER TOWBERMAN: FAMILY RELATIONSHIP LTG ROBERT MILLER, LTG CAROLINE MILLER: FAMILY RELATIONSHIP GEN. B. CHANCE SALZMAN, JENNIFER SALZMAN: FAMILY RELATIONSHIP GEN. DAVID W. ALLVIN & GINA ALLVIN: FAMILY RELATIONSHIP CMSSF JOHN BENTIVEGNA & CATHY BENTIVENGNA: FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INITIAL DRAFT OF THE 990 IS PREPARED BY THE TAX PROFESSIONALS OF THE ACCOUNTING FIRM HIRED BY THE SOCIETY TO COMPLETE THE FINANCIAL AUDIT. THE 990 IS THEN REVIEWED BY THE SOCIETY'S ACCOUNTING STAFF AND OFFICERS BEFORE THE FINAL DRAFT IS SENT TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. ONCE THE FULL REVIEW OF THE 990 IS COMPLETE, THE 990 IS FILED ELECTRONICALLY WITH THE IRS AND THE PUBLIC VERSION IS POSTED TO THE SOCIETY'S WEBSITE AT WWW.AFAS.ORG. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SOCIETY REQUIRES ITS OFFICERS, STAFF MEMBERS, AND BOARD OF TRUSTEES TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. THE STATEMENTS SUBMITTED BY EACH PERSON ARE REVIEWED BY STAFF AND REPORTED TO THE SOCIETY'S AUDIT COMMITTEE. IF ANY CONFLICTS ARE DETERMINED TO EXIST, THE AUDIT COMMITTEE WOULD DECIDE THE APPROPRIATE ACTION TO BE TAKEN. THE MATTER WOULD THEN BE PRESENTED TO THE FULL BOARD OF TRUSTEES WHERE A VOTE ON THE COMMITTEE'S RECOMMENDATION WOULD BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION IS DETERMINED BY THE BOARD-APPOINTED COMPENSATION COMMITTEE. THIS COMMITTEE IS RESPONSIBLE FOR PREPARING AND REVIEWING THE CEO'S COMPENSATION ON AN ANNUAL BASIS. THE REVIEW OF OFFICER COMPENSATION INCLUDES COMPARISONS WITH SIMILAR MILITARY RELIEF ORGANIZATIONS, OTHER NON-PROFIT ORGANIZATIONS, AND PUBLISHED SALARY GUIDES. THE COMPENSATION COMMITTEE ALSO REVIEWS THE SALARY LEVELS, PROPOSED BONUSES, AND ANNUAL WAGE INCREASES OF THE OTHER OFFICERS AND THE FULL STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY PROVIDES DIRECT PUBLIC ACCESS TO ITS ANNUAL AUDIT REPORT AND IRS 990 TAX FILING ONLINE AT WWW.AFAS.ORG. GOVERNANCE DOCUMENTS AND THE CONFLICT-OF-INTEREST POLICY ARE AVAILABLE UPON REQUEST. |