UNIFORMED SERVICES BENEFIT ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIFORMED SERVICES BENEFIT ASSOCIATION (EIN 43-1912641)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-02-14
- IRS object ID
- 202630459349300013
- Schema version
- 2024v5.1
- 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 | 2026-02-14T10:00:26+00:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Street Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431912641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIFORMED SERVICES BENEFIT ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIF | BusinessNameControlTxt |
| Phone | 9133275500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25956 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA DIAMOND | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 9133275500 | PhoneNum |
| Signature | 2026-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew C Hall | PreparerPersonNm |
| PTIN | P01573021 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2026-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORIA DIAMOND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25956 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,480,551 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | https://www.usba.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES AFFORDABLE INSURANCE & FINANCIAL PRODUCTS AND SERVICES TO MILITARY PERSONNEL, FEDERAL EMPLOYEES, GUARD & RESERVE MEMBERS, FORMER MILITARY & THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,035,750 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,784,459 | CYProgramServiceRevenueAmt |
| PY Investment Income | $419,087 | PYInvestmentIncomeAmt |
| CY Investment Income | $728,076 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,685 | PYOtherRevenueAmt |
| CY Other Revenue | $8,427 | CYOtherRevenueAmt |
| PY Total Revenue | $5,468,522 | PYTotalRevenueAmt |
| CY Total Revenue | $5,520,962 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,676,632 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,948,741 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,034,864 | PYOtherExpensesAmt |
| CY Other Expenses | $2,063,100 | CYOtherExpensesAmt |
| PY Total Expenses | $4,711,496 | PYTotalExpensesAmt |
| CY Total Expenses | $5,011,841 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $757,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $509,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,045,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,786,179 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,545,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,804,409 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,499,564 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,981,770 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIFORMED SERVICES BENEFIT ASSOCIATION PROVIDES A FAMILY OF AFFORDABLE INSURANCE AND FINANCIAL PRODUCTS AND SERVICES TO MILITARY PERSONNEL, FEDERAL EMPLOYEES, NATIONAL GUARD AND RESERVE MEMBERS, FORMER MILITARY AND THEIR FAMILIES WITH THE HIGHEST ETHICAL STANDARDS OF CONDUCT AND SERVICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | PROVIDED OVER 47,000 CUSTOMERS WITH $2.43+ BILLION IN LIFE, ACCIDENTAL DEATH, ACCIDENT PROTECTION, HOSPITAL INDEMNITY INSURANCE, SUPPLEMENTAL HEALTH COVERAGE & OTHER SERVICES. | Desc |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 29 | 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 | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | 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 | false | 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORIA DIAMOND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9133275500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25956 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66225 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| COL PATRICK A MCVAY | ||||||||
| SECRETARY/DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $1,800 | $0 | $0 | |
| CONSTANCE R MARKOVICH | ||||||||
| PRESIDENT AND CEO | 40.0 | 10.0 | Yes (X) | Yes (X) | $294,213 | $4,800 | $24,917 | |
| LTGEN EARL B HAILSTON | ||||||||
| CHAIRMAN/DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $1,200 | $0 | $0 | |
| LTGEN WILLIE J WILLIAMS | ||||||||
| VICE CHAIRMAN/DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $1,200 | $0 | $0 | |
| MCPOCG VINCE W PATTON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $1,200 | $0 | $0 | ||
| RHONDA L BUTLER | ||||||||
| VICE PRESIDENT AND COO | 40.0 | 10.0 | Yes (X) | $180,064 | $4,800 | $168,424 | ||
| VERNON L BRANSON | ||||||||
| VICE PRESIDENT, INFO TECH | 40.0 | 0.0 | Yes (X) | $81,774 | $0 | $2,823 | ||
| VICTORIA S DIAMOND | ||||||||
| VICE PRESIDENT AND CFO | 40.0 | 10.0 | Yes (X) | $204,594 | $4,800 | $2,346 | ||
| ANNETTE R HOLBERT | ||||||||
| DIRECTOR OF IT | 40.0 | 0.0 | $109,357 | $0 | $61,084 | Yes (X) | ||
| PAMELA K OYLER | ||||||||
| SENIOR DIRECTOR OF BUSINESS DEVELOPMENT | 40.0 | 0.0 | $107,438 | $0 | $67,958 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $982,840 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,400 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $327,552 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| No Limits Interactive | |||||
| 1888 Colgate Drive | Thousand Oaks | CA | 91360 | Website Management | $640,700 |
| Management Data Inc | |||||
| 1200 Corporate Dr Ste 210 | Hoover | AL | 35242 | Data Processing | $246,890 |
| The Purple Guys | |||||
| PO Box 306471 | Nashville | TN | 37230 | IT Support | $106,381 |
| Robert Half | |||||
| PO Box 743295 | Los Angeles | CA | 90074 | Recruiting | $105,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSURANCE SERVICES REVENUE | 524298 | $4,734,921 | $4,734,921 |
| TRICARE INCOME | 900099 | $49,538 | $49,538 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,784,459 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $377,803 | TotalRevenueColumnAmt |
| Exclusion | $377,803 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,309,862 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,959,589 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $350,273 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350,273 | TotalRevenueColumnAmt |
| Exclusion | $350,273 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,427 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,427 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,427 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,520,962 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,792,886 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $728,076 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,068 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,249 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,436 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,248 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,740 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,298 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,635 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,946 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,810 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,402 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,825 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,587 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,892 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,039 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,137 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,348 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,722 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| AGENT EXPENSES | $55,196 |
| MISCELLANEOUS EXPENSE | $3,263 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,011,841 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,690,664 | BOYAmt |
| EOY | $1,230,138 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,109 | BOYAmt |
| EOY | $193,488 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,119 | BOYAmt |
| EOY | $34,594 | 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 |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,262 | BOYAmt |
| EOY | $52,212 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $365,352 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $326,277 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,423 | BOYAmt |
| EOY | $39,075 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,774,743 | BOYAmt |
| EOY | $7,330,555 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $879,753 | BOYAmt |
| EOY | $906,117 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,045,073 | BOYAmt |
| EOY | $9,786,179 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,315,262 | BOYAmt |
| EOY | $3,690,234 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,230,247 | BOYAmt |
| EOY | $1,114,175 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,545,509 | BOYAmt |
| EOY | $4,804,409 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,499,564 | BOYAmt |
| EOY | $4,981,770 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,499,564 | BOYAmt |
| EOY | $4,981,770 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,045,073 | BOYAmt |
| EOY | $9,786,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $509,121 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$182,853 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $155,938 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,871 | DepreciationAmt |
| Book Value | $2,730 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $259,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $223,406 | DepreciationAmt |
| Book Value | $36,345 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,075 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $729,479 |
| ACCRUED PENSION ASSET | $176,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $906,117 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| PREMIUMS DUE | $382,066 |
| LEASE LIBAILITY | $732,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,114,175 | TotalLiabilityAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONSTANCE R MARKOVICH | ||||||||||||||
| PRESIDENT AND CEO | $214,804 | $4,800 | $75,835 | $0 | $3,574 | $0 | $0 | $0 | $24,917 | $0 | $319,130 | $4,800 | $0 | $0 |
| RHONDA L BUTLER | ||||||||||||||
| VICE PRESIDENT AND COO | $149,049 | $4,800 | $29,530 | $0 | $1,485 | $0 | $159,774 | $0 | $8,650 | $0 | $348,488 | $4,800 | $0 | $0 |
| VICTORIA S DIAMOND | ||||||||||||||
| VICE PRESIDENT AND CFO | $150,119 | $4,800 | $31,475 | $0 | $23,000 | $0 | $0 | $0 | $2,346 | $0 | $206,940 | $4,800 | $0 | $0 |
| PAMELA K OYLER | ||||||||||||||
| SENIOR DIRECTOR OF BUSINESS DEVELOPMENT | $102,113 | $0 | $5,325 | $0 | $0 | $0 | $57,780 | $0 | $10,178 | $0 | $175,396 | $0 | $0 | $0 |
| ANNETTE R HOLBERT | ||||||||||||||
| DIRECTOR OF IT | $103,070 | $0 | $5,620 | $0 | $667 | $0 | $35,849 | $0 | $25,235 | $0 | $170,441 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 7a & 7B - MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY | AN ANNUAL MEETING OF THE MEMBERS SHALL BE HELD IN EACH YEAR ON SUCH DATE AND AT SUCH TIME AND PLACE AS THE BOARD OF DIRECTORS SHALL DETERMINE, AT WHICH TIME THE MEMBERS SHALL ELECT MEMBERS OF THE BOARD OF DIRECTORS AS PROVIDED IN THESE BYLAWS AND TRANSACT SUCH OTHER BUSINESS AS MAY PROPERLY BE BROUGHT BEFORE THE MEETING. AT EACH ANNUAL MEETING OF THE MEMBERS, THE MEMBERS SHALL ELECT DIRECTORS TO HOLD OFFICE UNTIL THE THIRD SUCCEEDING ANNUAL MEETING AND UNTIL THEIR SUCCESSORS SHALL HAVE BEEN ELECTED AND QUALIFIED AND THEY MAY TRANSACT SUCH OTHER BUSINESS AS MAY BE DESIRED, WHETHER OR NOT THE SAME WAS SPECIFIED IN THE NOTICE OF THE MEETING; PROVIDED, HOWEVER, THAT (I) IF A MATTER OR MATTERS REQUIRED BY THE MISSOURI NONPROFIT CORPORATION ACT TO BE APPROVED BY THE MEMBERS PURSUANT TO SECTION 355.416 (RELATING TO A CONFLICT OF INTEREST TRANSACTION), SECTION 355.476 (RELATING TO INDEMNIFICATION), SECTION 355.561 (RELATING TO ANAMENDMENT TO THIS CORPORATION'S ARTICLES OF INCORPORATION), SECTION 355.596 (RELATING TO AN AMENDMENT TO THIS CORPORATION'S BYLAWS), SECTION 355.631 (RELATING TO A PLAN OF MERGER), SECTION 355.656 (RELATING TO A DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THIS CORPORATION'S PROPERTY), OR SECTION 355.666 OR 355.671 (RELATING TO DISSOLUTION) WILL BE VOTED UPON AT AN ANNUAL MEETING, THE NOTICE OF THE MEETING MUST INCLUDE A DESCRIPTION OF SUCH MATTER OR MATTERS AND (II) UNLESS ONE THIRD OR MORE OF THE VOTING POWER (AS DEFINED IN SECTION 355.066 OF THE MISSOURI NONPROFIT CORPORATION ACT) IS PRESENT IN PERSON OR BY PROXY, THE ONLY MATTERS THAT MAY BE VOTED UPON AT AN ANNUAL MEETING OF THE MEMBERS ARE THOSE MATTERS THAT ARE DESCRIBED IN THE MEETING NOTICE. AT EACH ANNUAL MEETING OF THE MEMBERS, THE PRESIDENT AND THE TREASURER SHALL REPORT ON THE ACTIVITIES AND FINANCIAL CONDITION OF THIS CORPORATION. AT ANY MEETING OF THE MEMBERS, EVERY MEMBER HAVING THE RIGHT TO VOTE SHALL BE ENTITLED TO VOTE IN PERSON OR BY PROXY EXECUTED IN WRITING BY SUCH MEMBER OR BY SUCH MEMBER'S DULY AUTHORIZED ATTORNEY IN FACT. APPOINTMENT OF A PROXY IS EFFECTIVE WHEN RECEIVED BY THE SECRETARY OR OTHER OFFICER OR AGENT OF THIS CORPORATION THAT IS AUTHORIZED TO TABULATE VOTES. UNLESS A DIFFERENT PERIOD IS EXPRESSLY PROVIDED OTHERWISE IN SUCH PROXY, A PROXY SHALL BE VALID FOR ELEVEN MONTHS, BUT NO PROXY SHALL BE VALID FOR MORE THAN THREE YEARS FROM THE DATE OF EXECUTION. EACH MEMBER ENTITLED TO VOTE WHO IS PRESENT IN PERSON OR BY PROXY AT A MEETING SHALL BE ENTITLED TO CAST ONE VOTE ON EACH MATTER COMING BEFORE SUCH MEETING FOR DETERMINATION OF THE MEMBERS. THERE SHALL BE NO CUMULATIVE VOTING. VOTING AT ANY MEETING MAY, BUT NEED NOT BE, BY WRITTEN BALLOT. |
| Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS | CONSTANCE MARKOVICH, RHONDA BUTLER, AND VICTORIA DIAMOND HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS/DIRECTORS OF USBA SERVICES, INC., A RELATED FOR-PROFIT ORGANIZATION. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | USBA MEMBERS ARE ACTIVE DUTY, NATIONAL GUARD AND RESERVE MILITARY PERSONNEL CURRENTLY SERVING IN OR RETIRED FROM ANY BRANCH OF THE UNITED STATES MILITARY, AND HONORABLY DISCHARGED VETERANS, REGARDLESS OF LENGTH OF SERVICE. ELIGIBLE MEMBERS ALSO INCLUDE CADET/MIDSHIPMEN, U.S. SERVICE ACADEMY OR ROTC CANDIDATES, INDIVIDUAL READY RESERVISTS (IRR) AND FEDERAL EMPLOYEES. VOTING USBA MEMBERS MUST HAVE ACTIVE INSURANCE OR FINANCIAL PRODUCTS THROUGH USBA OR SPONSOR A FAMILY MEMBER WITH ACTIVE INSURANCE OR FINANCIAL PRODUCTS THROUGH USBA. ASSOCIATE MEMBERS ARE ELIGIBLE FAMILY MEMBERS OF USBA MEMBERS; ASSOCIATE MEMBERS ARE NON VOTING MEMBERS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S VICE PRESIDENT /CFO. THE CFO THEN DISCUSSES ANY CONCERNS WITH THE ORGANIZATION'S SENIOR MANAGEMENT. ANY CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. |
| Form 990, Part VI, Line 12c Conflict of interest policy | EACH DIRECTOR AND PRINCIPAL OFFICER SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS USBA IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING, B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO USBA'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENTS OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE ORGANIZATION'S BOARD OF DIRECTORS (MINUS THE CEO) WILL DETERMINE THE TOTAL COMPENSATION PACKAGE FOR THE CEO AND WILL REVIEW THE CEO'S TOTAL COMPENSATION EVERY YEAR (IN A CLOSED-DOOR SESSION MINUS THE CEO) AT THE ANNUAL MEETING. THE REVIEW AND SUBSEQUENT DETERMINATION OF CEO'S TOTAL COMPENSATION FOR THE YEAR IS DOCUMENTED BY THE BOARD SECRETARY AND SENT TO THE ASSOCIATION'S CHIEF FINANCIAL OFFICER FOR FILING. PERIODICALLY, CEO'S TOTAL COMPENSATION PACKAGE IS REVIEWED BY AN INDEPENDENT PERSON AND COMPARED TO OTHER ORGANIZATIONS OF SIMILAR SIZE AND PURPOSE. SIMILAR ORGANIZATIONS ARE TAX EXEMPT, NONPROFIT INSURANCE COMPANIES AND OTHER SECTION 501(C)(9) ORGANIZATIONS OF SIMILAR SIZE. THE LAST REVIEW WAS CONDUCTED BY AXCET HR SOLUTIONS IN 2024, AND THE CEO'S COMPENSATION PACKAGE WAS DETERMINED TO BE REASONABLE, AND REMAINS REASONABLE. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE INDEPENDENT REVIEWER CONDUCTS A PERIODIC REVIEW OF OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION BASED ON COMPARABLE SALARY DATA OF OTHER ORGANIZATIONS IN THE GEOGRAPHICAL AREA OF SIMILAR SIZE AND INDUSTRY. THE LAST REVIEW WAS IN 2024. THE COMPENSATION PACKAGE FOR OFFICERS WAS DETERMINED TO BE, AND REMAINS, REASONABLE. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST IF THEY HAVE A RIGHT TO KNOW BY COMING TO THE USBA IN PERSON. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | ASC 820 PENSION LIABILITY - 155938; Total - 155938; |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| USBA SERVICES INC | ||||||||||||
| PO BOX 25956 | OVERLAND PARK | KS | 66225 | 431127796 | LIFE INSURANCE | MO | NA | C Corporation | $62,112 | $747,568 | 1 | Yes (true) |
| USBA ALLIANCE | ||||||||||||
| PO BOX 25956 | OVERLAND PARK | KS | 66225 | 431853451 | INACTIVE | MO | NA | C Corporation | $0 | $0 | 1 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |