ARMY EMERGENCY RELIEF: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ARMY EMERGENCY RELIEF (EIN 53-0196552)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349306253
- 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
- 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 | 2020-11-13T11:24:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 Broad Street Suite 900 | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 530196552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Army Emergency Relief | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C ELDON MULLIS | InCareOfNm |
| Business Name Control | ARMY | BusinessNameControlTxt |
| Phone | 5713897137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2530 CRYSTAL DRIVE Suite 13TH FL | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LTC JOEL J LEVESQUE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JG WHITE | PreparerPersonNm |
| PTIN | P01498698 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 127.0.0.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54028020203185000023 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B8E2467F76FA595595C2ED5B52D343FEE9087194 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9BED88BFD9AB382237CF43B467C86320D36AE96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LTG R Raymond V Mason | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2530 CRYSTAL DRIVE 13TH FL | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $79,197,178 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.armyemergencyrelief.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | ARMY EMERGENCY RELIEF (AER) PROVIDES EMERGENCY FINANCIAL ASSISTANCE TO ACTIVE OR RETIRED SOLDIERS AND THEIR DEPENDENTS. SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | -$413,292 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$442,727 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,984,374 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,995,491 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $251,299 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $224,778 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,398,740 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,622,192 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $28,634,413 | PYTotalRevenueAmt |
| CY Total Revenue | $22,842,461 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,689,942 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,092,769 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,617,217 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,987,635 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,284 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $740,666 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,083,721 | PYOtherExpensesAmt |
| CY Other Expenses | $7,378,581 | CYOtherExpensesAmt |
| PY Total Expenses | $27,390,880 | PYTotalExpensesAmt |
| CY Total Expenses | $28,482,269 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,243,533 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,639,808 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $311,379,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $342,189,701 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,066,800 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,651,667 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $310,312,808 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $340,538,034 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AER WAS INCORPORATED AS A PRIVATE NONPROFIT ORGANIZATION IN 1942 FOR THE PURPOSE OF COLLECTING AND HOLDING FUNDS TO RELIEVE DISTRESS OF MEMBERS OF THE ARMY AND THEIR DEPENDENTS. SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $15,492,611 | ExpenseAmt |
| Grant | $9,453,476 | GrantAmt |
| Revenue | $224,778 | RevenueAmt |
| Desc | IN 2019, AER PROVIDED EMERGENCY FINANCIAL ASSISTANCE TO 36,446 SOLDIERS AND THEIR FAMILIES BY PROVIDING $62.7 MILLION DOLLARS IN FINANCIAL ASSISTANCE IN THE FORM OF ZERO-INTEREST LOANS AND GRANTS. AER PROVIDED MORE THAN 12,000 FINANCAL ASSISTANCE GRANTS AVERAGING $786 PER REQUEST, OR $9.5 MILLION DOLLARS. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,642,244 | ExpenseAmt |
| Grant | $7,639,293 | GrantAmt |
| Desc | SCHOLARSHIP ASSISTANCE IS PROVIDED THROUGH THE MG JAMES URSANO SCHOLARSHIP PROGRAM FOR DEPENDENT CHILDREN OF ACTIVE DUTY AND RETIRED SOLDIERS AND THE SPOUSE EDUCATION ASSISTANCE PROGRAM FOR SPOUSES OF ACTIVE AND RETIRED SOLDIERS. BETWEEN THE TWO SCHOLARSHIP PROGRAMS 5,583 STUDENTS PURSUING THEIR FIRST UNDERGRADUATE DEGREE RECEIVED $7.6 MILLION IN SCHOLARSHIPS. SEE SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,134,855 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | 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 | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | 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 | 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 | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C ELDON MULLIS | PersonNm |
| Phone | 5713897137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2530 CRYSTAL DR 13TH FLOOR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LTG Raymond Mason USA | ||||||||
| Director (CEO), Member, Board | 40.0 | 0.0 | Yes (X) | Yes (X) | $246,768 | $0 | $42,780 | |
| COL C Eldon Mullis U | ||||||||
| Deputy Director and COO | 40.0 | 0.0 | Yes (X) | $177,900 | $0 | $45,047 | ||
| Thomas Elliott | ||||||||
| Information Systems Supervisor | 40.0 | 0.0 | $163,114 | $0 | $49,435 | Yes (X) | ||
| Melissa LaVallee | ||||||||
| Assistant Treasurer | 40.0 | 0.0 | $151,001 | $0 | $47,133 | Yes (X) | ||
| LTC Joel J Levesque | ||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $156,587 | $0 | $28,941 | ||
| SGM Donald Vincent US | ||||||||
| Loan Management Supervisor | 40.0 | 0.0 | $133,601 | $0 | $44,055 | Yes (X) | ||
| Christopher Hartley | ||||||||
| Information Assurance Manager | 40.0 | 0.0 | $135,651 | $0 | $34,680 | Yes (X) | ||
| SGM William Hagzan US | ||||||||
| Assistance Supervisor | 40.0 | 0.0 | $125,864 | $0 | $27,270 | Yes (X) | ||
| GEN JOHN F CAMPBELL | ||||||||
| CHAIRMAN, BOARD OF MANAGERS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SMA Michael A Grinsto | ||||||||
| Ex-Officio Member, Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr Francis A Finelli | ||||||||
| Chairman of Finance, Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Maria McConville | ||||||||
| Ex-Officio Member, Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Alexandra Grinsto | ||||||||
| Ex-Officio Member, Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LTG Thomas C Seamands | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LTG Theodore D Martin | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MG Andrew M Rohling | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| COL Stephen K Aiton | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CSM Joseph C Cornelis | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CSM Rodger W Mansker | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LTG Douglas M Gabram | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mr E Eric Porter | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CSM Jimmy J Sellers | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LTG Steven W Boutelle | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LTG Howard B Bromberg | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LTG Karen Dyson USA | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LTG Leslie C Smith U | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MG Gina S Farrisee U | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Patricia Brown | ||||||||
| Member, Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEN JOSEPH M MARTIN | ||||||||
| EX-OFFICIO MEMBER, BOARD | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LTG RICHARD G TREFRY | ||||||||
| MEMBER, BOARD OF MANAGERS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MRS PATRICIA SHINSEKI | ||||||||
| MEMBER, BOARD OF MANAGERS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,290,486 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $319,341 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Northern Trust Investments Inc | |||||
| 50 S LaSalle St | CHICAGO | IL | 60675 | Investment Mgmt | $684,364 |
| Arctic Information Technology Inc | |||||
| 375 West 36th Ave Suite 100 | ANCHORAGE | AK | 99503 | Software Services | $415,663 |
| BIS Global | |||||
| 8200 Greensboro Dr 15th Floor | MCLEAN | VA | 22102 | Software Services | $185,654 |
| Quality Technology Services Holding | |||||
| PO Box 74604 | CLEVELAND | OH | 22314 | Hosting | $130,048 |
| KPMG LLP | |||||
| Dept 0522 PO Box 120522 | DALLAS | TX | 75312 | Consulting, Audit | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $4,530 | FederatedCampaignsAmt |
| All Other Contributions | $9,990,961 | AllOtherContributionsAmt |
| Noncash Contributions | $8,537 | NoncashContributionsAmt |
| Total Contributions | $9,995,491 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCOLLECTABLE LOAN REPAYMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $224,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $224,778 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $224,778 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,267,478 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$413,292 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,680,770 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,709,431 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,354,717 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,354,714 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,354,714 | TotalRevenueColumnAmt |
| Exclusion | $9,354,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,842,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $224,778 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$413,292 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,035,484 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,348,112 | TotalAmt |
| Program Services | $16,348,112 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,657 | TotalAmt |
| Program Services | $744,657 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,023 | TotalAmt |
| Program Services | $312,651 | ProgramServicesAmt |
| Management And General | $337,864 | ManagementAndGeneralAmt |
| Fundraising | $47,508 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,249,586 | TotalAmt |
| Program Services | $1,741,137 | ProgramServicesAmt |
| Management And General | $328,354 | ManagementAndGeneralAmt |
| Fundraising | $180,095 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,962 | TotalAmt |
| Program Services | $217,420 | ProgramServicesAmt |
| Management And General | $38,138 | ManagementAndGeneralAmt |
| Fundraising | $22,404 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,819 | TotalAmt |
| Program Services | $401,856 | ProgramServicesAmt |
| Management And General | $112,974 | ManagementAndGeneralAmt |
| Fundraising | $44,989 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,245 | TotalAmt |
| Program Services | $143,018 | ProgramServicesAmt |
| Management And General | $43,510 | ManagementAndGeneralAmt |
| Fundraising | $15,717 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,234 | TotalAmt |
| Management And General | $24,234 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,550 | TotalAmt |
| Management And General | $72,550 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,284 | TotalAmt |
| Fundraising | $23,284 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124,938 | TotalAmt |
| Program Services | $34,168 | ProgramServicesAmt |
| Management And General | $1,090,770 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,961 | TotalAmt |
| Program Services | $55,961 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,109 | TotalAmt |
| Program Services | $29,342 | ProgramServicesAmt |
| Management And General | $62,202 | ManagementAndGeneralAmt |
| Fundraising | $46,565 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,299 | TotalAmt |
| Program Services | $410,950 | ProgramServicesAmt |
| Management And General | $211,178 | ManagementAndGeneralAmt |
| Fundraising | $210,171 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,918 | TotalAmt |
| Program Services | $937,489 | ProgramServicesAmt |
| Management And General | $78,118 | ManagementAndGeneralAmt |
| Fundraising | $36,311 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,505 | TotalAmt |
| Program Services | $15,491 | ProgramServicesAmt |
| Management And General | $38,262 | ManagementAndGeneralAmt |
| Fundraising | $7,752 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,286 | TotalAmt |
| Program Services | $965,269 | ProgramServicesAmt |
| Management And General | $64,530 | ManagementAndGeneralAmt |
| Fundraising | $71,487 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,557 | TotalAmt |
| Management And General | $78,557 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROVISION UNCOLLECTIBLE LOAN | $2,412,263 | $2,412,263 | ||
| AER SECTION TRAINING | $306,114 | $306,114 | ||
| COLLECTION EXPENSE | $58,957 | $58,957 | ||
| SUNDRY OFFICE EXPENSE | $59,890 | $25,507 | $34,383 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,482,269 | TotalAmt |
| Program Services | $25,134,855 | ProgramServicesAmt |
| Management And General | $2,606,748 | ManagementAndGeneralAmt |
| Fundraising | $740,666 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,394,520 | BOYAmt |
| EOY | $6,453,074 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,890,237 | BOYAmt |
| EOY | $5,738,701 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,658,054 | BOYAmt |
| EOY | $1,452,143 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,753,990 | BOYAmt |
| EOY | $43,690,192 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,349 | BOYAmt |
| EOY | $325,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,256,796 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,910,463 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,288,281 | BOYAmt |
| EOY | $3,346,333 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,531,081 | BOYAmt |
| EOY | $164,774,945 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,104,737 | BOYAmt |
| EOY | $109,747,491 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,411,359 | BOYAmt |
| EOY | $6,661,019 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,379,608 | BOYAmt |
| EOY | $342,189,701 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,066,800 | BOYAmt |
| EOY | $1,651,667 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,066,800 | BOYAmt |
| EOY | $1,651,667 | 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 | $297,862,512 | BOYAmt |
| EOY | $328,377,037 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,450,296 | BOYAmt |
| EOY | $12,160,997 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,312,808 | BOYAmt |
| EOY | $340,538,034 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,379,608 | BOYAmt |
| EOY | $342,189,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,639,808 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $35,865,034 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $8,646,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,261,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,297,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,984,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,995,491 | CurrentTaxYearAmt |
| Total | $48,185,164 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $725,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $532,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $612,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $614,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $602,525 | CurrentTaxYearAmt |
| Total | $3,086,551 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,371,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,794,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,909,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,598,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,598,016 | CurrentTaxYearAmt |
| Total | $51,271,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,271,715 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,751,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,176,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,905,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,769,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,267,478 | CurrentTaxYearAmt |
| Total | $23,870,313 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $75,142,028 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,186,916 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68233 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,792,242 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $371,484 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $434,142 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,729,584 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,897,399 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $552,564 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $657,721 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,792,242 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,560,445 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $761,226 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $424,272 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,897,399 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,431,001 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $417,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $288,108 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,560,445 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,327,673 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $471,811 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $368,483 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,431,001 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.83000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $10,256,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,910,463 | DepreciationAmt |
| Book Value | $3,346,333 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $3,346,333 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE FUNDS | $4,491,665 | F |
| PRIVATE EQUTY FUNDS | $58,352,248 | F |
| HEDGE FUNDS | $46,903,578 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $109,747,491 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $58,185,082 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $35,865,034 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $602,525 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $36,467,559 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,717,523 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,124,938 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,124,938 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,842,461 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,959,856 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $602,525 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $602,525 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,357,331 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,124,938 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,124,938 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,482,269 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | THE RESTRICTIONS ON ALL ENDOWMENTS WERE PLACED BY THE DONORS WHEN THE FUNDS WERE ESTABLISHED. $8,901,476 IS RESTRICTED FOR SCHOLARSHIPS (PENTAGON VICTIMS FUND). $27,316 IS TO BE USED FOR THE $500 ANNUAL CASEY AWARD. $1,800,792 IS PERMANENTLY RESTRICTED WITH THE INCOME TO BE USED FOR SCHOLARSHIPS AND WIDOW ASSISTANCE. |
| PART X, LINE 2 | UNDER ASC TOPIC 740-10, AER MAY RECOGNIZE THE TAX BENEFIT FOR AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FOR SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MANAGEMENT EVALUATED AER'S TAX POSITIONS AND CONCLUDED THAT AER HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF ASC 740-10. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | Financial Assistance | $614,949 |
| East Asia and the Pacific | Program Services | Financial Assistance | $123,908 |
| Europe (Including Iceland and Greenland) | Program Services | Scholarships | $4,750 |
| North America | Program Services | Scholarships | $1,050 |
| Central America and the Caribbean | Investments | $53,863,866 | |
| East Asia and the Pacific | Investments | $16,859,566 | |
| Europe (Including Iceland and Greenland) | Investments | $16,479,920 | |
| North America | Investments | $312,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $88,261,006 | SubtotalSpentAmt |
| Total Spent | $88,261,006 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Emergency Financial Grants | Europe (Including Iceland and Greenland) | 1270 | $614,949 | CHECK |
| Emergency Financial Grants | East Asia and the Pacific | 236 | $123,908 | CHECK |
| Scholarships | Europe (Including Iceland and Greenland) | 3 | $4,750 | Check |
| Scholarships | North America | 1 | $1,050 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Grants are made to individuals based on financial need. Financial assistance grants are provided based of evidence of current or impending debt liability. Educational grants (scholarships) are paid to the school on behalf of the student and the school confirms the students' enrollment. Emergency financial assistance grants and scholarships to individuals outside of the U.S. were primarily provided to soldiers and dependents that were stationed at U.S. military bases overseas. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARKETSMART | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6404 IVY LANE STE 110 | AddressLine1Txt |
| City | GREENBELT | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING & DESIGN | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $23,284 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $23,284 | TotalRetainedByContractorsAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships | 5579 | $7,633,493 |
| Emergency Financial Assistance Grants | 10507 | $8,714,619 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | A. GUIDELINES FOR ISSUING FINANCIAL ASSISTANCE IN THE FORM OF A GRANT VICE NO-INTEREST LOAN IS PROVIDED IN ARMY REGULATION 930-4 AND PERFORMANCE IS MONITORED BY STATISTICAL MONITORING AND RANDOM CHECKS OF ASSISTANCE CASES. GRANT ASSISTANCE IS NOT ISSUED WITHOUT PROPER DOCUMENTATION. B. EDUCATIONAL GRANTS ARE ISSUED UPON PROPER DOCUMENTATION OF ENROLLMENT IN ELIGIBLE COURSEWORK AND NORMALLY PAID DIRECTLY TO THE SCHOOL. GUIDELINES FOR ISSUING SCHOLARSHIPS ARE ALSO FOUND IN ARMY REGULATION 930-4. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | 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 | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| LTG Raymond Mason USA R | ||||||||||
| Director (CEO), Member, Board | $246,768 | $0 | $34,445 | $0 | $8,335 | $0 | $289,548 | $0 | $0 | |
| COL C Eldon Mullis USA R | ||||||||||
| Deputy Director and COO | $177,900 | $0 | $25,239 | $0 | $19,808 | $0 | $222,947 | $0 | $0 | |
| LTC Joel J Levesque USA R | ||||||||||
| Chief Financial Officer | $156,587 | $0 | $21,667 | $0 | $7,274 | $0 | $185,528 | $0 | $0 | |
| Thomas Elliott | ||||||||||
| Information Systems Supervisor | $163,114 | $0 | $24,127 | $0 | $25,308 | $0 | $212,549 | $0 | $0 | |
| Melissa LaVallee | ||||||||||
| Assistant Treasurer | $151,001 | $0 | $22,046 | $0 | $25,087 | $0 | $198,134 | $0 | $0 | |
| Christopher Hartley | ||||||||||
| Information Assurance Manager | $104,405 | $0 | $15,049 | $0 | $19,631 | $0 | $170,331 | $0 | $0 | $31,246 |
| SGM Donald Vincent USA R | ||||||||||
| Loan Management Supervisor | $133,601 | $0 | $19,258 | $0 | $24,797 | $0 | $177,656 | $0 | $0 | |
| SGM William Hagzan USA R | ||||||||||
| Assistance Supervisor | $125,864 | $0 | $18,259 | $0 | $9,011 | $0 | $153,134 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | CEO COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMMITTEE IN ACCORDANCE WITH AER'S GOVERNING DOCUMENTS. THE EXECUTIVE COMMITTEE, SERVING THE ROLE OF A COMPENSATION COMMITTEE UTILIZES PURCHASED SALARY SURVEYS AND OTHER COMPARATIVE DATA CONTAINED IN OTHER ORGANIZATIONS IRS FORM 990 IN ARRIVING AT ITS APPROVED SALARY DETERMINATION. SEE SCHEDULE O COMMENTS FOR PART VI LINES 15A AND 15B FOR ADDITIONAL COMPENSATION DETAILS. |
| SCHEDULE J, PART I, LINE 4A | IN 2019, CHRISTOPHER HARTLEY RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $31,246. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(iii). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supplemental Information Detail | SupplementalInformationDetail | |
| Supplemental Information Detail | SupplementalInformationDetail | |
| Supplemental Information Detail | SupplementalInformationDetail | |
| Supplemental Information Detail | SupplementalInformationDetail | |
| Supplemental Information Detail | SupplementalInformationDetail | |
| Supplemental Information Detail | SupplementalInformationDetail |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | ARMY EMERGENCY RELIEF (AER) PROVIDES EMERGENCY FINANCIAL ASSISTANCE TO ACTIVE OR RETIRED ARMY SOLDIERS AND THEIR DEPENDENTS AS INTEREST FREE LOANS OR GRANTS BASED ON FINANCIAL NEED. ASSISTANCE TO WIDOW(ER)S OR ORPHANS OF DECEASED SOLDIERS IN THE FORM OF GRANTS. EDUCATION ASSISTANCE GRANTS TO DEPENDENT CHILDREN AND SPOUSES. FORM 990, PART III, LINE 1 UPON MERGER WITH THE ARMY RELIEF SOCIETY IN JULY 1976, AER ASSUMED THE MISSION OF PROVIDING FINANCIAL ASSISTANCE TO WIDOW(ER)S AND ORPHANS OF DECEASED ARMY PERSONNEL AND ASSISTANCE FOR EDUCATION TO DEPENDENT CHILDREN. FORM 990, PART III, LINE 4A EMERGENCY FINANCIAL ASSISTANCE: AER DETERMINES THE BREAKDOWN OF ASSISTANCE BETWEEN LOAN AND GRANT BY THE INDIVIDUAL'S VALID FINANCIAL NEED. FINANCIAL ASSISTANCE IS OFFERED ACROSS 30 DIFFERENT CATEGORIES OF ASSISTANCE OFTEN ASSOCIATED WITH AN EMERGENCY DUE TO DEATH OR SERIOUS ILLNESS OF AN IMMEDIATE FAMILY MEMBER OR BASIC LIVING EXPENSES. AER PROVIDED MORE THAN 12,000 GRANTS AVERAGING $786 PER REQUEST, OR $9.5 MILLION DOLLARS. OF THESE GRANTS, AER PROVIDED $42K IN AID TO REGULAR ARMY, ARMY NATIONAL GUARD AND ARMY RESERVE SOLDIERS TO ASSIST WITH EVACUATION AND RELIEF EFFORTS FOR NATURAL DISASTERS SUCH AS CALIFORNIA WILDFIRES, HURRICANES DORIAN, FLORENCE AND MICHAEL, AND MIDWEST TORNADOES/FLOODS. THROUGH THE ARMY WOUNDED WARRIOR (AW2) SPECIAL ACCESS PROGRAM ESTABLISHED IN 2012, AER ASSISTED 360 WOUNDED WARRIORS BY PROVIDING 164 ASSISTANCE GRANTS TOTALING $515K. AER APPROVED 28,748 ZERO INTEREST LOANS, WITH AN AVERAGE OF $1,840 PER REQUEST, TOTALING $52.9 MILLION. OF THAT, $25.8 MILLION WAS FOR BASIC LIVING EXPENSES FOR ITEMS SUCH AS FOOD, RENT DEPOSITS, AND MINOR HOME REPAIRS. FORM 990, PART III, LINE 4B SCHOLARSHIP ASSISTANCE: BETWEEN THE TWO SCHOLARSHIP PROGRAMS 5,583 STUDENTS PURSUING THEIR FIRST UNDERGRADUATE DEGREE RECEIVED $7.6 MILLION IN SCHOLARSHIPS. IN ORDER TO BE MORE RESPONSIVE TO THE EVER-CHANGING NEEDS OF ARMY FAMILIES, AER NOW ACCEPTS SCHOLARSHIP APPLICATIONS FROM ARMY SPOUSES YEAR-ROUND, ALLOWING SPOUSES TO MORE EASILY ADAPT AND PURSUE THEIR COLLEGE DEGREES. AER ALSO PAYS THE COMPLETE COST OF COLLEGE FOR SPOUSES AND CHILDREN OF VICTIMS OF THE 9/11 ATTACK ON THE PENTAGON. FIFTEEN STUDENTS - 12 UNDERGRADUATE AND 4 GRADUATE - WERE AWARDED A TOTAL OF $371,335 IN 2019 AS PART OF OUR PENTAGON VICITMS SCHOLARSHIP FUND. OVER $3.3 MILLION HAS BEEN PROVIDED TO 38 CHILDREN AND 12 SPOUSES SINCE INCEPTION. FORM 990, PART V, LINE 4B FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES: AUSTRALIA, AUSTRIA, BELGIUM, BERMUDA, BOTSWANA, BRAZIL, CANADA, CZECH REPUBLIC, DENMARK, EGYPT, ESWATINI, FINLAND, FRANCE, GERMANY, GHANA, GREECE, HONG KONG, HUNGARY, INDONESIA, IRELAND, ISRAEL, ITALY, JAPAN, LUXEMBOURG, MALAYSIA, MEXICO, NAMIBIA, NETHERLANDS, NEW ZEALAND, NORWAY, PANAMA, PHILIPINES, POLAND, PORTUGAL, REPUBLIC OF KOREA, SINGAPORE, SOUTH AFRICA, SPAIN, SWEDEN, SWITZERLAND, THAILAND, TURKEY, UNITED KINGDOM, AND URUGUAY. |
| FORM 990, PART VI, LINE 2 | SERGEANT MAJOR OF THE ARMY (SMA) MICHAEL A. GRINSTON AND HIS WIFE, ALEXANDRA GRINSTON BOTH SERVE, WITHOUT COMPENSATION, AS EX-OFFICIO MEMBERS OF THE BOARD OF MANAGERS. THEIR EX-OFFICIO STATUS IS RELATED TO THEIR POSITION AND OFFICIAL AND UNOFFICIAL MILITARY DUTIES. SMA GRINSTON SERVES AS THE ARMY'S SENIOR ENLISTED ADVISOR AND MRS. GRINSTON'S ROLE IS AS AN ADVOCATE ON THE NEEDS AND CHALLENGES FACING SOLDIERS AND THEIR FAMILIES. Form 990, Part VI, Line 10A & B Army Emergency Relief (AER) disburses approximately 75% of its assistance through 200 volunteer AER Officers (AEROs) at 72 Army Installations worlwide. The 72 offices are staffed by AEROs who are Department of the Army Government Services employees. Their office space and equipment are integrated into the Army Community Services sections of the Installation. They implement the AER program by disbursing financial assistance however, AER HQ does not own/lease their office space nor pay their salaries. AER maintains Internal Control over the AEROs through an Army Regulation (AR 930-4) and written agreements with the Army Installation Management Command (IMCOM) as well as through annual audits, a 5-tiered training program, assistance visits and daily interactions between AER HQ and the individual AEROs. The AER Director (LTG (R) Mason) visited 15 of the 72 Installation offices personally in 2019, assessing their operations, supporting AEROs with their IMCOM leaders, and conducting focus sessions with Soldiers and Family members to better understand the challenges and opportunities at each location. The IMCOM Commander also serves as a member of the AER Board of Managers (BOM) along with representatives of the other Major Army Commands. These Board members monitor the AER Offices on installations that fall in their area of responsibility throughout the year and discuss performance and policies/procedures at BOM meetings. Finally, each of the 72 locations must undergo an annual audit by a senior member of the installation staff that is signed by the Garrison Commander. These section audits are reviewed by the AER Deputy Director and CFO for completeness as well as for possible corrective remedies. |
| FORM 990, PART VI, LINE 11B | Financial and operational performance data and governance policies and actions reflected in the Form 990 is provided to the Board of Managers throughout the year for information and appropriate action. The Finance Committee is briefed on the contents of the Form 990 and copies are provided to the Board of Managers prior to submission. In 2019, the Form 990 was prepared by an independent accounting firm. |
| FORM 990, PART VI, LINE 12C | All Members of the Board of Managers and Officers of Army Emergency Relief disclose on an annual basis potential conflicts of interest by declaring any other participation Boards and all potential sources for conflict of interest. Statements are reviewed for potential conflicts in business dealing and Members recused from areas where conflict or appearance of conflict may occur. Board Members and Officers are expected to self identify issues of potential conflict as they arise. The Director and Deputy Director monitor conflict of interest disclosure replies and are responsible for identifying potential conflicts of interest as they arise should it not be self identified. |
| FORM 990, PART VI, LINES 15A AND 15B | An Executive Committee appointed by the Chairman of the Board of Managers determines compensation for the AER officers. They meet in executive session without the AER officers present when discussing officers compensation. All discussions are documented contemporaneously in the meeting minutes. They use similar comparatives for published compensation studies and from the other Military Aid Societies. They comply with IRS guidance in completing a "Rebuttable Presumption Information" form for each officer at the time of a salary change (except for COLA changes) for that officer. |
| FORM 990, PART VI, LINE 19 | All governing documents are available upon request. Selected governing documents such as Audited Financial Statements, Annual Report, Whistleblower Protection Policy, and Code of Ethical Conduct are posted on AER's website. |