AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION (EIN 53-0200270)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202023079349301537
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T13:39:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS ROAD SUITE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530200270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FOREIGN SERVICE | BusinessNameLine1Txt |
| Business Name Line2 | PROTECTIVE ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2028334910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 L STREET NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULA S JAKUB | PersonNm |
| Person Title | EVP/CEO | PersonTitleTxt |
| Phone | 2028334910 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 34.206.232.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 13:39:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 75F1779BA68A735F9CB0B3115F257B873EEC838E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAULA JAKUB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 L STREET NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $420,786,188 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AFSPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 95 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $390,137,208 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $419,419,096 | CYProgramServiceRevenueAmt |
| PY Investment Income | $403,011 | PYInvestmentIncomeAmt |
| CY Investment Income | $249,135 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,000 | PYOtherRevenueAmt |
| CY Other Revenue | $20,000 | CYOtherRevenueAmt |
| PY Total Revenue | $390,560,219 | PYTotalRevenueAmt |
| CY Total Revenue | $419,688,231 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $335,493,133 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $355,247,622 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,186,215 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,336,067 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,304,352 | PYOtherExpensesAmt |
| CY Other Expenses | $15,000,972 | CYOtherExpensesAmt |
| PY Total Expenses | $368,983,700 | PYTotalExpensesAmt |
| CY Total Expenses | $390,584,661 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,576,519 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,103,570 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $141,958,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,087,032 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,073,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,756,623 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,885,693 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $95,330,409 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | AFSPA PROVIDES INSURANCE BENEFITS TO ITS MEMBERS. THE TOP THREE INSURANCE PROGRAMS ARE HEALTH, DENTAL AND LONG TERM CARE INSURANCE. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 95 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBIN LEHMAN SENIOR DIRECTOR OF ACCOUNTING & FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028334910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 L STREET NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| PAULA S JAKUB | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 1.00 | Yes (X) | $310,532 | $0 | $61,734 | |||
| KYLE LONGTON | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 1.00 | Yes (X) | $171,451 | $0 | $19,767 | |||
| ANTIONE SMITH | |||||||||
| SENIOR DIRECTOR, HR | 35.00 | $164,559 | $0 | $29,198 | Yes (X) | ||||
| ROBIN LEHMAN | |||||||||
| SENIOR DIRECTOR, ACCOUNTING | 35.00 | $162,194 | $0 | $25,483 | Yes (X) | ||||
| JAMES LEE | |||||||||
| SENIOR DIRECTOR, HEALTH OP | 35.00 | $157,877 | $0 | $11,290 | Yes (X) | ||||
| STEFON NICELY | |||||||||
| SENIOR DIRECTOR, COMPLIANCE | 35.00 | $123,702 | $0 | $26,404 | Yes (X) | ||||
| KATHY YELDELL | |||||||||
| DIRECTOR MEMBER SERVICES | 35.00 | $115,609 | $0 | $23,188 | Yes (X) | ||||
| SHERRY GASSAWAY-FOUNTAIN | |||||||||
| HEALTH TEAM SUPERVISOR | 35.00 | $107,388 | $0 | $7,972 | Yes (X) | ||||
| ADRIENNE COLEMAN-SEABROOKS | |||||||||
| ANCILLIARY PROGRAMS DIRECTOR | 35.00 | $103,391 | $0 | $41,994 | Yes (X) | ||||
| FREDDIE BAZEMORE | |||||||||
| HEALTH TEAM SUPERVISOR | 35.00 | $100,470 | $0 | $6,058 | Yes (X) | ||||
| THOMAS M TRACY | |||||||||
| CHAIRMAN | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD J SHINNICK | |||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SARAH R HORSEY | |||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JOAN CLARK | |||||||||
| DIRECTOR EMERITUS | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| KATHLEEN AUSTIN-FERGUSON | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| FRANK J COULTER JR | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHARLES MCCARTER | |||||||||
| DIRECTOR (FROM SEP '19) | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAN MOHR | |||||||||
| DIRECTOR (TO JUL '19) | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHARLES H ROSENFARB | |||||||||
| DIRECTOR (FROM JAN '19) | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES D WHITTEN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,517,173 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $253,088 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AETNA INC | |||||
| 151 FARMINGTON AVE | HARTFORD | CT | 06156 | MEMBER BENEFITS | $352,847,711 |
| METROLINK NETWORKS LLC | |||||
| 137 NATIONAL PLAZA STE 300 | NATIONAL HARBOR | MD | 20745 | IT SERVICES | $1,085,325 |
| CORPORATE COMMUNICATIONS GROUP | |||||
| 800 COMMERCE DR | UPPER MARLBORO | MD | 20774 | PRINTING & MAILING SERVICES | $246,632 |
| GREATAMERICA LEASING CORP | |||||
| PO BOX 660831 | DALLAS | TX | 75266 | TELECOMMUNICATIONS SERVICES | $108,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLAIMS & ADMIN EXP REIMBURSEMENT | 524292 | $416,780,928 | $416,780,928 |
| MEMBER PREMIUM | 524292 | $2,638,168 | $2,638,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $419,419,096 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204,253 | TotalRevenueColumnAmt |
| Exclusion | $204,253 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,142,839 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,086,492 | SecuritiesAmt |
| Other | $11,465 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,347 | SecuritiesAmt |
| Other | -$11,465 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,882 | TotalRevenueColumnAmt |
| Exclusion | $44,882 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,000 | TotalRevenueColumnAmt |
| Exclusion | $20,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $419,688,231 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $419,419,096 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $269,135 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,247,622 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,114,085 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,414,923 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,871 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,035,705 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,483 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,915 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,335 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,270 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,113,815 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,700 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,134 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,392,762 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,651,714 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,808 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,161 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,160 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,324 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FEHBP SERVICE CHARGE | $2,212,469 |
| PROFESSIONAL DEVELOPMEN | $87,153 |
| TAXES & FEES | $61,907 |
| DUES & SUBSCRIPTIONS | $4,717 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,628 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,584,661 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,481 | BOYAmt |
| EOY | $655 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,480,199 | BOYAmt |
| EOY | -$3,780,674 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,805,897 | BOYAmt |
| EOY | $38,395,753 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,878 | BOYAmt |
| EOY | $372,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,314,255 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,439,745 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,031,133 | BOYAmt |
| EOY | $874,510 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,393,773 | BOYAmt |
| EOY | $7,911,047 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,844,900 | BOYAmt |
| EOY | $99,313,495 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,958,863 | BOYAmt |
| EOY | $143,087,032 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,473,199 | BOYAmt |
| EOY | $6,335,188 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,605 | BOYAmt |
| EOY | $655,503 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,001,366 | BOYAmt |
| EOY | $40,765,932 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,073,170 | BOYAmt |
| EOY | $47,756,623 | 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 | $76,885,693 | BOYAmt |
| EOY | $95,330,409 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,885,693 | BOYAmt |
| EOY | $95,330,409 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,958,863 | BOYAmt |
| EOY | $143,087,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,103,570 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,380,122 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $31,337 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$12,070,313 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $971,747 | OtherCostOrOtherBasisAmt |
| Depreciation | $377,581 | DepreciationAmt |
| Book Value | $594,166 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,342,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,062,164 | DepreciationAmt |
| Book Value | $280,344 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $874,510 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LETTER OF CREDIT | $99,049,583 |
| DEFERRED COMPENSATION ASSET | $164,975 |
| ESCROW DEPOSIT | $98,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $99,313,495 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED HEALTH BENEFITS | $38,100,000 |
| RENT ABATEMENT | $1,656,577 |
| HRA PLAN BENEFIT OBLIGATION | $844,380 |
| DEFERRED COMPENSATION LIABILITY | $164,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $40,765,932 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAULA S JAKUB | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $310,232 | $0 | $0 | $0 | $300 | $0 | $55,994 | $0 | $5,740 | $0 | $372,266 | $0 | $0 | $0 |
| KYLE LONGTON | ||||||||||||||
| CHIEF OPERATING OFFICER | $160,419 | $0 | $11,032 | $0 | $0 | $0 | $10,647 | $0 | $9,120 | $0 | $191,218 | $0 | $0 | $0 |
| ANTIONE SMITH | ||||||||||||||
| SENIOR DIRECTOR, HR | $155,179 | $0 | $9,380 | $0 | $0 | $0 | $9,593 | $0 | $19,605 | $0 | $193,757 | $0 | $0 | $0 |
| ROBIN LEHMAN | ||||||||||||||
| SENIOR DIRECTOR, ACCOUNTING | $152,844 | $0 | $9,350 | $0 | $0 | $0 | $7,463 | $0 | $18,020 | $0 | $187,677 | $0 | $0 | $0 |
| JAMES LEE | ||||||||||||||
| SENIOR DIRECTOR, HEALTH OP | $148,297 | $0 | $9,280 | $0 | $300 | $0 | $5,516 | $0 | $5,774 | $0 | $169,167 | $0 | $0 | $0 |
| STEFON NICELY | ||||||||||||||
| SENIOR DIRECTOR, COMPLIANCE | $112,247 | $0 | $11,455 | $0 | $0 | $0 | $0 | $0 | $26,404 | $0 | $150,106 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -12,227,469. INTER-ENTITY AP ADJUSTMENT 157,156. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SENIOR LIVING FOUNDATION OF THE AFS | ||||||||||
| 1620 L STREET NW STE 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 | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES FEDERAL GOVERNMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $419,419,096 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |