2022-10-27T10:54:22-05:00 2021-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2021-01-01 530200270 AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION AMER 2028334910 1620 L STREET NW 800 WASHINGTON DC 20036 PAULA JAKUB EVP/CEO 2028334910 2022-10-27 1 PAULA JAKUB 999009999 J CALVIN MARKS P01226973 9197196400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAULA JAKUB 1620 L STREET NW 800 WASHINGTON DC 20036 488736345 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. 9 9 119 9 0 0 0 0 457030022 487568718 317300 598282 20000 20000 457367322 488187000 0 0 379677997 473987181 20556732 21958001 0 0 0 17161169 16841178 417395898 512786360 39971424 -24599360 180804941 144208972 43705086 56252661 137099855 87956311 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 13 0 1 119 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 337652 0 85746 ROBIN LEHMAN SENIOR DIRECTOR, ACCOUNTING 35.00 X 195123 0 27521 ANTIONE SMITH SENIOR DIRECTOR, HR 35.00 X 189065 0 27408 KYLE LONGTON CHIEF OPERATING OFFICER 40.00 1.00 X 194783 0 19774 JAMES LEE SENIOR DIRECTOR, HEALTH OPS 35.00 X 173871 0 8134 ADRIENNE COLEMAN-SEABROOKS ANCILLIARY PROGRAMS DIRECTOR 35.00 X 129151 0 48642 STEFON NICELY SENIOR DIRECTOR, COMPLIANCE 35.00 X 145031 0 25422 KATHY YELDELL DIRECTOR MEMBER SERVICES 35.00 X 127574 0 22618 TWANISHA JOHNSON SENIOR DIRECTOR, OPERATIONS 35.00 X 136671 0 10591 CHINARA LUCAS DIRECTOR, OUTREACH & COMMUNICATION 35.00 X 116558 0 19731 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 FRANK J COULTER JR DIRECTOR 1.00 X 0 0 0 CHARLES MCCARTER DIRECTOR 1.00 X 0 0 0 JEFFREY MOUNTS DIRECTOR (FROM SEP '21) 1.00 X 0 0 0 CHARLES H ROSENFARB DIRECTOR 1.00 1.00 X 0 0 0 JAMES D WHITTEN DIRECTOR 1.00 X 0 0 0 1745479 0 295587 10 0 1 0 AETNA INC 151 FARMINGTON AVE HARTFORD CT 06156 MEMBER BENEFITS 471425571 CLOUDFORCE 120 WATERFRONT ST NATIONAL HARBOR MD 20745 IT SERVICES 1252484 CORPORATE COMMUNICATIONS GROUP 800 COMMERCE DR UPPER MARLBORO MD 20774 PRINTING & MAILING SERVICES 266890 8X8 675 CREEKSIDE WAY CAMPBELL CA 95008 TELECOMMUNICATIONS SERVICES 187373 4 CLAIMS & ADMIN EXP REIMBURSEMENT 524292 484728866 484728866 MEMBER PREMIUM 524292 2839852 2839852 487568718 228708 228708 918919 549345 369574 369574 369574 REIMBURSEMENTS 900099 20000 20000 20000 488187000 487568718 0 618282 473987181 1259077 16152343 212090 3771586 562905 46926 151254 100419 5218363 156810 1217902 4189388 1218575 29484 4868 244155 271964 FEHBP SERVICE CHARGE 2635662 PROFESSIONAL DEVELOPMEN 106023 TAXES & FEES 54820 DUES & SUBSCRIPTIONS 18300 1176265 512786360 834 680 -2648237 -2942615 42039210 51219438 421077 530357 2628255 1755589 844739 872666 8558265 10521301 131589053 84007145 180804941 144208972 4259327 6706139 734015 164310 38711744 49382212 43705086 56252661 X 137099855 87956311 137099855 87956311 180804941 144208972 X -24599360 1188874 93571 -25826629 X 0 0 0 1030917 566706 464211 1597338 1188883 408455 872666 LETTER OF CREDIT 83698690 DEFERRED COMPENSATION ASSET 268059 ESCROW DEPOSIT 40396 84007145 ACCRUED HEALTH BENEFITS 46700000 RENT ABATEMENT 1401958 HRA PLAN BENEFIT OBLIGATION 1012195 DEFERRED COMPENSATION LIABILITY 268059 49382212 X X 0 0 0 PAULA S JAKUB CHIEF EXECUTIVE OFFICER 337652 0 0 0 0 0 82511 0 3235 0 423398 0 0 0 ROBIN LEHMAN SENIOR DIRECTOR, ACCOUNTING 184510 0 10613 0 0 0 11645 0 15876 0 222644 0 0 0 ANTIONE SMITH SENIOR DIRECTOR, HR 177421 0 11644 0 0 0 11095 0 16313 0 216473 0 0 0 KYLE LONGTON CHIEF OPERATING OFFICER 184533 0 10250 0 0 0 12174 0 7600 0 214557 0 0 0 JAMES LEE SENIOR DIRECTOR, HEALTH OPS 161831 0 12040 0 0 0 6680 0 1454 0 182005 0 0 0 ADRIENNE COLEMAN-SEABROOKS ANCILLIARY PROGRAMS DIRECTOR 117996 0 11155 0 0 0 7628 0 41014 0 177793 0 0 0 STEFON NICELY SENIOR DIRECTOR, COMPLIANCE 134829 0 10202 0 0 0 0 0 25422 0 170453 0 0 0 KATHY YELDELL DIRECTOR MEMBER SERVICES 117272 0 10302 0 0 0 7392 0 15226 0 150192 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 INCLUDE HAVING KEY EMPLOYEES SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY, AND 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: RETURN OF EXCESS RESERVES -25,826,629. 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 AFS 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 0 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 487568718 FMV