STRATEGY STUDIO / PUBLIC DATA EXPLORER

ARMED SERVICES MUTUAL BENEFIT ASSOCIATION

Cite this

Plain text ARMED SERVICES MUTUAL BENEFIT ASSOCIATION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/620758518. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). ARMED SERVICES MUTUAL BENEFIT ASSOCIATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/620758518

MLA “ARMED SERVICES MUTUAL BENEFIT ASSOCIATION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/620758518. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $8.6M · expenses $5.5M · assets $63.3M

Also known as
ASSOCIATION
EIN
62-0758518
Address
1000 NORTHCHASE DR STE 220, GOODLETTSVLLE, TN 37072-2150
Website
WWW.ASMBA.COM
NTEE code
W30
Subsection
501(c)(19)
Ruling year
2008
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE MEMBERS WITH A VARIETY OF LOW COST BENEFIT PROGRAMS AND FINANCIAL SECURITY IN THE FORM OF LIFE INSURANCE AND SURVIVOR BENEFIT COVERAGES, WHICH ARE NOT OTHERWISE READILY AVAILABLE, AT REASONABLE RATES OR WITHOUT LIMITING CLAUSES (SUCH AS WAR) TO MEMBERS OF THE ARMED SERVICES DUE TO THEIR OCCUPATION AND THE RISKS INVOLVED.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

32 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Brice N Smith Non-Voting President2020-2024 $418,671$1,821,554 2
Susan Favero GOVERNORS BOARD2012-2024 $0$3,172 2
James Mckee GOVERNORS BOARD2020-2024 $0$842 1
Debra Kubiet CHAIR2010-2024 $0$487 2
Brice N Smith (former) PRESIDENT2010-2019 $310,581$2,328,233 2
Cheryl A Stone (former) VICE PRESIDENT2010-2019 $200,963$1,760,214 2
Michael G Mcconnell (former) PRESIDENT2010-2014 $114,930$1,216,173 2
Cheryl A Stone Non-Voting (former) Vice President2020-2023 $196,539$857,644 2
Joseph P Dougherty (former) VICE PRESIDENT2010-2014 $83,790$843,855 2
Andrew Penzell (former) BOARD OF ADVISORS MEMBER2010-2017 $0$5,025 1
Sarah Beth Cliatt (former) BOARD OF ADVISORS MEMBER2010-2019 $0$4,304 2
Charles M Ingram (former) BOARD OF ADVISORS MEMBER2010-2019 $0$3,205 2
Marion W Green (former) BOARD OF ADVISORS MEMBER2010-2018 $0$2,903 2
David Howard (former) BOARD OF ADVISORS MEMBER2010-2019 $0$2,877 2
Steven P Inman (former) BOARD OF ADVISORS MEMBER2010-2014 $908$2,531 2
Gl Jones (former) BOARD OF ADVISORS MEMBER2010-2017 $822$2,505 2
Kevin R Fesler (former) BOARD OF ADVISORS MEMBER2010-2013 $1,070$2,452 2
Marvin T Smoot (former) BOARD OF GOVERNORS MEMBER2010-2017 $0$1,920 2
Loyd Rhiddlehoover (former) BOARD OF ADVISORS MEMBER2010-2011 $1,199$1,864 1
Daniel Parker (former) CHAIR2016-2023 $0$1,469 1
Richard L Wieland (former) BOARD OF ADVISORS MEMBER2010-2013 $499$1,421 2
William Acker Jr (former) BOARD OF ADVISORS MEMBER2010-2013 $0$1,386 2
Jerry C Breast (former) BOARD OF ADVISORS MEMBER2010-2015 $0$1,331 1
Edward A Glowatski (former) BOARD OF ADVISORS MEMBER2010-2012 $417$1,281 1
Larry K Dagley (former) BOARD OF ADVISORS MEMBER2010-2019 $0$1,185 2
Timothy Peppe (former) BOARD OF ADVISORS MEMBER2010-2014 $0$942 2
Charles Smith Jr (former) BOARD OF GOVERNORS MEMBER2016-2019 $0$760 1
William Powell Jr Phd (former) GOVERNORS BOARD2014-2021 $0$614 1
Bernard Chesman (former) BOARD OF GOVERNORS MEMBER2010-2017 $0$570 2
Dennis O Tonnesslan (former) BOARD OF ADVISORS MEMBER2010-2017 $0$434 1
Robert H Smith (former) BOARD OF ADVISORS MEMBER2010 $316$316 1
Edwin F Rumsey (former) BOARD OF ADVISORS MEMBER2010-2012 $0$207 1

Officers and directors, no compensation reported

8 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
John Saraga VICE CHAIR2018-2024 2 $0 reported 1
Dennis Tonneslan GOVERNORS BOARD2018-2024 2 $0 reported 2
Frank Murphy GOVERNORS BOARD2022-2024 2 $0 reported 1
Pete Aubrey GOVERNORS BOARD2022-2024 2 $0 reported 1
William D Whitaker (former) GOVERNORS BOARD2018-2021 2 $0 reported 1
George F Indest Iii (former) BOARD OF ADVISORS MEMBER2016-2017 1 $0 reported 1
Timothy Slemp (former) BOARD OF ADVISORS MEMBER2016-2017 1 $0 reported 1
Bryan P Fenton (former) BOARD OF ADVISORS MEMBER2010-2012 1 $0 reported 2

People by year

2024 · 8 people listed · 1 paid, $419K · 5 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH non-voting President45 $345,057$0$73,614 $418,6712
DEBRA KUBIET CHAIR2 $0$0$0 $02
JOHN SARAGA VICE CHAIR2 $0$0$0 $01
JAMES MCKEE GOVERNORS BOARD2 $0$0$0 $01
DENNIS TONNESLAN GOVERNORS BOARD2 $0$0$0 $02
FRANK MURPHY GOVERNORS BOARD2 $0$0$0 $01
PETE AUBREY GOVERNORS BOARD2 $0$0$0 $01
SUSAN FAVERO GOVERNORS BOARD2 $0$0$0 $02
2023 · 9 people listed · 2 paid, $591K · 6 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH non-voting President45 $328,453$0$65,748 $394,2012
CHERYL A STONE non-voting Vice President45 $161,927$0$34,612 $196,5392
DANIEL PARKER CHAIR2 $0$0$0 $01
DEBRA KUBIET VICE CHAIR2 $0$0$0 $02
JAMES MCKEE GOVERNORS BOARD2 $0$0$0 $01
DENNIS TONNESLAN GOVERNORS BOARD2 $0$0$0 $02
FRANK MURPHY GOVERNORS BOARD2 $0$0$0 $01
JOHN SARAGA GOVERNORS BOARD2 $0$0$0 $01
PETE AUBREY GOVERNORS BOARD2 $0$0$0 $01
2022 · 9 people listed · 2 paid, $585K · 5 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH non-voting President45 $295,612$0$58,360 $353,9722
CHERYL A STONE non-voting Vice President45 $196,266$0$34,404 $230,6702
DANIEL PARKER CHAIR2 $0$0$0 $01
DEBRA KUBIET VICE CHAIR2 $0$0$0 $02
JAMES MCKEE GOVERNORS BOARD2 $0$0$0 $01
DENNIS TONNESLAN GOVERNORS BOARD2 $0$0$0 $02
FRANK MURPHY GOVERNORS BOARD2 $0$0$0 $01
JOHN SARAGA GOVERNORS BOARD2 $0$0$0 $01
PETE AUBREY GOVERNORS BOARD2 $0$0$0 $01
2021 · 9 people listed · 4 paid, $554K · 5 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH non-voting President45 $281,780$0$51,349 $333,1292
CHERYL A STONE non-voting Vice President45 $182,854$0$36,318 $219,1722
JAMES MCKEE GOVERNORS BOARD2 $842$0$0 $8421
DANIEL PARKER GOVERNORS BOARD2 $792$0$0 $7921
DENNIS TONNESLAN CHAIR2 $0$0$0 $02
DEBRA KUBIET VICE CHAIR2 $0$0$0 $02
WILLIAM POWELL JR PHD GOVERNORS BOARD2 $0$0$0 $01
JOHN SARAGA GOVERNORS BOARD2 $0$0$0 $01
WILLIAM D WHITAKER GOVERNORS BOARD2 $0$0$0 $01
2020 · 9 people listed · 2 paid, $533K · 6 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH non-voting President45 $274,828$0$46,753 $321,5812
CHERYL A STONE non-voting Vice President45 $177,577$0$33,686 $211,2632
DENNIS TONNESLAN CHAIR2 $0$0$0 $02
DANIEL PARKER VICE CHAIR2 $0$0$0 $01
DEBRA KUBIET GOVERNORS BOARD2 $0$0$0 $02
JAMES MCKEE GOVERNORS BOARD2 $0$0$0 $01
WILLIAM POWELL JR GOVERNORS BOARD2 $0$0$0 $01
JOHN SARAGA GOVERNORS BOARD2 $0$0$0 $01
WILLIAM D WHITAKER GOVERNORS BOARD2 $0$0$0 $01
2019 · 14 people listed · 2 paid, $512K · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH PRESIDENT45 $266,115$0$44,466 $310,5812
CHERYL A STONE VICE PRESIDENT45 $165,680$0$35,283 $200,9632
JOHN SARAGA BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
WILLIAM D WHITAKER BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
SUSAN FAVERO BOARD OF GOVERNORS - VICE CHAIR2 $0$0$0 $02
DEBRA KUBIET BOARD OF ADVISORS MEMBER1 $0$0$0 $02
DENNIS O TONNESLAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
WILLIAM POWELL JR CHAIR2 $0$0$0 $01
DANIEL PARKER BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $0$0$0 $02
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $0$0$0 $02
DAVID HOWARD BOARD OF ADVISORS MEMBER1 $0$0$0 $02
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $0$0$0 $02
CHARLES SMITH JR BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
2018 · 15 people listed · 2 paid, $484K · 7 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH PRESIDENT45 $252,439$0$40,227 $292,6662
CHERYL A STONE VICE PRESIDENT45 $160,208$0$30,713 $190,9212
JOHN SARAGA BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
WILLIAM D WHITAKER BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
SUSAN FAVERO BOARD OF GOVERNORS - VICE CHAIR2 $0$0$0 $02
MARION W GREEN BOARD OF ADVISORS MEMBER1 $0$0$0 $02
DEBRA KUBIET BOARD OF ADVISORS MEMBER1 $0$0$0 $02
DENNIS O TONNESLAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
WILLIAM POWELL JR CHAIR2 $0$0$0 $01
DANIEL PARKER BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $0$0$0 $02
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $0$0$0 $02
DAVID HOWARD BOARD OF ADVISORS MEMBER1 $0$0$0 $02
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $0$0$0 $02
CHARLES SMITH JR BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
2017 · 19 people listed · 7 paid, $466K · 7 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH PRESIDENT45 $241,270$0$32,289 $273,5592
CHERYL A STONE VICE PRESIDENT45 $160,935$0$27,665 $188,6002
MARION W GREEN BOARD OF ADVISORS MEMBER1 $929$0$0 $9292
GL JONES BOARD OF ADVISORS MEMBER1 $822$0$0 $8222
CHARLES SMITH JR BOARD OF GOVERNORS MEMBER2 $760$0$0 $7601
DANIEL PARKER BOARD OF GOVERNORS MEMBER2 $677$0$0 $6771
WILLIAM POWELL JR BOARD OF GOVERNORS MEMBER2 $614$0$0 $6141
BERNARD CHESMAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
SUSAN FAVERO BOARD OF GOVERNORS - VICE CHAIR2 $0$0$0 $02
DEBRA KUBIET BOARD OF GOVERNORS - CHAIR2 $0$0$0 $02
MARVIN T SMOOT BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
DENNIS O TONNESSLAN BOARD OF ADVISORS MEMBER1 $0$0$0 $01
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $0$0$0 $02
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $0$0$0 $02
DAVID HOWARD BOARD OF ADVISORS MEMBER1 $0$0$0 $02
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $0$0$0 $02
ANDREW PENZELL BOARD OF ADVISORS MEMBER1 $0$0$0 $01
GEORGE F INDEST III BOARD OF ADVISORS MEMBER1 $0$0$0 $01
TIMOTHY SLEMP BOARD OF ADVISORS MEMBER1 $0$0$0 $01
2016 · 19 people listed · 2 paid, $425K · 7 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH PRESIDENT45 $210,796$0$31,480 $242,2762
CHERYL A STONE VICE PRESIDENT OF OPERATIONS45 $155,381$0$27,156 $182,5372
GL JONES BOARD OF ADVISORS MEMBER1 $0$0$0 $02
BERNARD CHESMAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
SUSAN FAVERO BOARD OF GOVERNORS - VICE CHAIR2 $0$0$0 $02
MARION W GREEN BOARD OF ADVISORS MEMBER1 $0$0$0 $02
DEBRA KUBIET BOARD OF GOVERNORS - CHAIR2 $0$0$0 $02
MARVIN T SMOOT BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
DENNIS O TONNESSLAN BOARD OF ADVISORS MEMBER1 $0$0$0 $01
WILLIAM POWELL JR BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
DANIEL PARKER BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $0$0$0 $02
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $0$0$0 $02
DAVID HOWARD BOARD OF ADVISORS MEMBER1 $0$0$0 $02
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $0$0$0 $02
ANDREW PENZELL BOARD OF ADVISORS MEMBER1 $0$0$0 $01
CHARLES SMITH JR BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
GEORGE F INDEST III BOARD OF ADVISORS MEMBER1 $0$0$0 $01
TIMOTHY SLEMP BOARD OF ADVISORS MEMBER1 $0$0$0 $01
2015 · 16 people listed · 8 paid, $427K · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH PRESIDENT45 $212,494$0$30,922 $243,4162
CHERYL A STONE VICE PRESIDENT OF OPERATIO45 $152,702$0$26,721 $179,4232
SUSAN FAVERO BOARD OF GOVERNOR - CHAIR2 $973$0$0 $9732
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $860$0$0 $8602
MARION W GREEN BOARD OF ADVISOR1 $784$0$0 $7842
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $692$0$0 $6922
DAVID HOWARD BOARD OF ADVISORS MEMBER1 $612$0$0 $6122
ANDREW PENZELL BOARD OF ADVISORS MEMBER1 $559$0$0 $5591
GL JONES BOARD OF GOVERNORS VICE CH2 $0$0$0 $02
BERNARD CHESMAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
DEBRA KUBIET BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
MARVIN T SMOOT BOARD OF GOVERNORS MEMBER/VICE CHAIR2 $0$0$0 $02
DENNIS O TONNESSLAN BOARD OF GOVERNOR - VICE C2 $0$0$0 $01
WILLIAM POWELL JR BOARD OF GOVERNOR2 $0$0$0 $01
JERRY C BREAST BOARD OF ADVISORS MEMBER1 $0$0$0 $01
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $0$0$0 $02
2014 · 20 people listed · 11 paid, $556K · 12 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRICE N SMITH PRESIDENT40 $159,354$0$31,313 $190,6672
CHERYL A STONE VICE PRESIDENT OF OPERATIO40 $132,888$0$27,299 $160,1872
MICHAEL G MCCONNELL PRESIDENT40 $105,071$0$9,859 $114,9302
JOSEPH P DOUGHERTY VICE PRESIDENT40 $71,416$0$12,374 $83,7902
SUSAN FAVERO BOARD OF GOVERNOR - CHAIR2 $1,293$0$0 $1,2932
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $1,133$0$0 $1,1332
STEVEN P INMAN BOARD OF ADVISORS MEMBER1 $908$0$0 $9082
GL JONES BOARD OF GOVERNORS VICE CHAIR2 $894$0$0 $8942
ANDREW PENZELL BOARD OF ADVISORS MEMBER1 $856$0$0 $8561
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $789$0$0 $7892
DAVID HOWARD BOARD OF ADVISORS MEMBER1 $651$0$0 $6512
BERNARD CHESMAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
MARION W GREEN BOARD OF ADVISOR1 $0$0$0 $02
DEBRA KUBIET BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
MARVIN T SMOOT BOARD OF GOVERNORS MEMBER/2 $0$0$0 $02
DENNIS O TONNESSLAN BOARD OF GOVERNOR - VICE CHAIR2 $0$0$0 $01
WILLIAM POWELL JR BOARD OF GOVERNOR2 $0$0$0 $01
JERRY C BREAST BOARD OF ADVISORS MEMBER1 $0$0$0 $01
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $0$0$0 $02
TIMOTHY PEPPE BOARD OF ADVISORS MEMBER1 $0$0$0 $02
2013 · 22 people listed · 17 paid, $700K · 14 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL G MCCONNELL PRESIDENT40 $187,004$0$31,489 $218,4932
BRICE N SMITH CFO40 $150,008$0$27,579 $177,5872
JOSEPH P DOUGHERTY SENIOR VICE PRESIDENT40 $129,869$0$20,781 $150,6502
CHERYL A STONE VICE PRESIDENT OF OPERATIONS40 $123,975$0$22,653 $146,6282
ANDREW PENZELL BOARD OF ADVISORS MEMBER1 $1,176$0$0 $1,1761
KEVIN R FESLER BOARD OF ADVISORS MEMBER1 $1,070$0$0 $1,0702
BERNARD CHESMAN BOARD OF GOVERNORS MEMBER2 $570$0$0 $5702
MARION W GREEN BOARD OF ADVISOR1 $568$0$0 $5682
STEVEN P INMAN BOARD OF ADVISORS MEMBER1 $567$0$0 $5672
RICHARD L WIELAND BOARD OF ADVISORS MEMBER1 $499$0$0 $4992
MARVIN T SMOOT BOARD OF GOVERNORS MEMBER/VICE CHAIRPERSON2 $493$0$0 $4932
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $492$0$0 $4922
DEBRA KUBIET BOARD OF GOVERNORS MEMBER2 $487$0$0 $4872
DENNIS O TONNESSLAN BOARD OF GOVERNORS MEMBER2 $434$0$0 $4341
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $395$0$0 $3952
DAVID HOWARD BOARD OF ADVISORS MEMBER1 $284$0$0 $2842
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $54$0$0 $542
GL JONES BOARD OF GOVERNORS CHAIR2 $0$0$0 $02
SUSAN FAVERO BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
WILLIAM ACKER JR BOARD OF ADVISORS MEMBER2 $0$0$0 $02
JERRY C BREAST BOARD OF ADVISORS MEMBER1 $0$0$0 $01
TIMOTHY PEPPE BOARD OF ADVISORS MEMBER1 $0$0$0 $02
2012 · 25 people listed · 20 paid, $961K · 16 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL G MCCONNELL PRESIDENT40 $179,754$0$151,780 $331,5342
BRICE N SMITH CFO40 $146,064$0$73,174 $219,2382
JOSEPH P DOUGHERTY SENIOR VICE PRESIDENT40 $124,974$0$90,445 $215,4192
CHERYL A STONE VICE PRESIDENT OF OPERATIONS40 $120,950$0$65,401 $186,3512
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $1,179$0$0 $1,1792
SUSAN FAVERO BOARD OF GOVERNORS MEMBER2 $906$0$0 $9062
GL JONES BOARD OF GOVERNORS CHAIR2 $628$0$0 $6282
MARVIN T SMOOT BOARD OF GOVERNORS MEMBER2 $522$0$0 $5222
JERRY C BREAST BOARD OF ADVISORS MEMBER1 $521$0$0 $5211
KEVIN R FESLER BOARD OF ADVISORS MEMBER1 $521$0$0 $5212
WILLIAM ACKER JR BOARD OF ADVISORS MEMBER1 $495$0$0 $4952
ANDREW PENZELL BOARD OF ADVISORS MEMBER1 $441$0$0 $4411
TIMOTHY PEPPE BOARD OF ADVISORS MEMBER1 $438$0$0 $4382
RICHARD L WIELAND BOARD OF ADVISORS MEMBER1 $431$0$0 $4312
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $427$0$0 $4272
EDWARD A GLOWATSKI BOARD OF ADVISORS MEMBER2 $417$0$0 $4171
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $388$0$0 $3882
DAVID HOWARD BOARD OF ADVISORS MEMBER1 $376$0$0 $3762
MARION W GREEN BOARD OF GOVERNORS VICE CH2 $306$0$0 $3062
STEVEN P INMAN BOARD OF ADVISORS MEMBER1 $247$0$0 $2472
BERNARD CHESMAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
DEBRA KUBIET BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
DENNIS O TONNESSLAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
BRYAN P FENTON BOARD OF ADVISORS MEMBER1 $0$0$0 $02
EDWIN F RUMSEY BOARD OF ADVISORS MEMBER1 $0$0$0 $01
2011 · 25 people listed · 17 paid, $858K · 11 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL G MCCONNELL PRESIDENT40 $175,167$0$106,852 $282,0192
JOSEPH P DOUGHERTY SENIOR VICE PRESIDENT40 $121,659$0$78,831 $200,4902
BRICE N SMITH CFO40 $140,796$0$57,767 $198,5632
CHERYL A STONE VICE PRESIDENT OF OPERATIONS40 $116,483$0$52,213 $168,6962
LOYD RHIDDLEHOOVER BOARD OF ADVISORS MEMBER1 $1,199$0$0 $1,1991
ANDREW W PENZELL BOARD OF ADVISORS MEMBER1 $1,093$0$0 $1,0931
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $1,078$0$0 $1,0782
MARVIN T SMOOT BOARD OF GOVERNORS MEMBER2 $905$0$0 $9052
STEVEN P INMAN BOARD OF ADVISORS MEMBER1 $809$0$0 $8092
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $670$0$0 $6702
JERRY C BREAST BOARD OF ADVISORS MEMBER1 $649$0$0 $6491
DAVID G HOWARD BOARD OF ADVISORS MEMBER1 $638$0$0 $6382
EDWARD A GLOWATSKI BOARD OF GOVERNORS MEMBER2 $472$0$0 $4721
TIMOTHY PEPPE BOARD OF ADVISORS MEMBER1 $365$0$0 $3652
RICHARD L WIELAND BOARD OF ADVISORS MEMBER1 $292$0$0 $2922
WILLIAM P ACKER JR BOARD OF ADVISORS MEMBER1 $246$0$0 $2462
KEVIN R FESLER BOARD OF ADVISORS MEMBER1 $246$0$0 $2462
GL JONES BOARD OF GOVERNORS CHAIR2 $0$0$0 $02
MARION W GREEN BOARD OF GOVERNORS VICE CH2 $0$0$0 $02
DENNIS O TONNESSLAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
BRYAN P FENTON BOARD OF ADVISORS MEMBER1 $0$0$0 $02
EDWIN F RUMSEY BOARD OF ADVISORS MEMBER1 $0$0$0 $01
DEBRA KUBIET BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $0$0$0 $02
BERNARD CHESMAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
2010 · 26 people listed · 19 paid, $804K · 10 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL G MCCONNELL PRESIDENT40 $153,000$0$116,197 $269,1972
JOSEPH P DOUGHERTY SENIOR VICE PRESIDENT40 $119,313$0$74,193 $193,5062
BRICE N SMITH CFO40 $136,462$0$43,218 $179,6802
CHERYL A STONE VICE PRESIDENT OF OPERATIO40 $111,114$0$44,794 $155,9082
ANDREW W PENZELL BOARD OF ADVISORS MEMBER1 $900$0$0 $9001
LOYD RHIDDLEHOOVER BOARD OF ADVISORS MEMBER1 $665$0$0 $6651
WILLIAM P ACKER JR BOARD OF ADVISORS MEMBER1 $645$0$0 $6452
KEVIN R FESLER BOARD OF ADVISORS MEMBER1 $615$0$0 $6152
EDWARD A GLOWATSKI BOARD OF GOVERNORS MEMBER2 $392$0$0 $3921
MARION W GREEN BOARD OF GOVERNORS VICE CH2 $316$0$0 $3162
DAVID G HOWARD BOARD OF ADVISORS MEMBER1 $316$0$0 $3162
ROBERT H SMITH BOARD OF ADVISORS MEMBER1 $316$0$0 $3161
LARRY K DAGLEY BOARD OF ADVISORS MEMBER1 $305$0$0 $3052
CHARLES M INGRAM BOARD OF ADVISORS MEMBER1 $232$0$0 $2322
EDWIN F RUMSEY BOARD OF ADVISORS MEMBER1 $207$0$0 $2071
RICHARD L WIELAND BOARD OF ADVISORS MEMBER1 $199$0$0 $1992
GL JONES BOARD OF GOVERNORS CHAIR2 $161$0$0 $1612
JERRY C BREAST BOARD OF ADVISORS MEMBER1 $161$0$0 $1611
TIMOTHY PEPPE BOARD OF GOVERNORS MEMBER1 $139$0$0 $1392
DENNIS O TONNESSLAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $01
SARAH BETH CLIATT BOARD OF ADVISORS MEMBER1 $0$0$0 $02
BRYAN P FENTON BOARD OF ADVISORS MEMBER1 $0$0$0 $02
STEVEN P INMAN BOARD OF ADVISORS MEMBER1 $0$0$0 $02
DEBRA KUBIET BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
MARVIN T SMOOT BOARD OF GOVERNORS MEMBER2 $0$0$0 $02
BERNARD CHESMAN BOARD OF GOVERNORS MEMBER2 $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $137K
2023 · 1 grant to organizations · $113K
2022 · 1 grant to organizations · $111K
2021 · 1 grant to organizations · $102K
2020 · 1 grant to organizations · $86K
2019 · 1 grant to organizations · $99K
2018 · 1 grant to organizations · $101K
2017 · 1 grant to organizations · $105K
2014 · 1 grant to organizations · $40K
2013 · 1 grant to organizations · $300K
2012 · 1 grant to organizations · $300K
2011 · 1 grant to organizations · $300K
2010 · 1 grant to organizations · $285K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-03-31 · view filing · original 990 ↗
$8,573,677$5,477,437 $63,346,194$31,106,175 $0$5,119,598 $430,121517
2023 · Form 990 period ending 2024-03-31 · view filing · original 990 ↗
$7,896,351$5,885,557 $60,063,419$27,445,142 $0$5,347,366 $526,642616
2022 · Form 990 period ending 2023-03-31 · view filing · original 990 ↗
$7,537,390$5,906,651 $56,245,710$22,643,581 $0$5,512,179 $619,136516
2021 · Form 990 period ending 2022-03-31 · view filing · original 990 ↗
$7,665,042$7,196,076 $55,566,131$22,245,691 $0$5,659,756 $548,249514
2020 · Form 990 period ending 2021-03-31 · view filing · original 990 ↗
$7,042,827$8,357,549 $54,505,817$20,496,923 $0$5,722,379 $519,620614
2019 · Form 990 period ending 2020-03-31 · view filing · original 990 ↗
$7,641,969$6,641,253 $51,537,152$17,268,150 $0$5,871,972 $519,61880
2018 · Form 990 period ending 2019-03-31 · view filing · original 990 ↗
$7,797,005$7,715,950 $53,115,194$20,464,977 $0$5,974,393 $501,62370
2017 · Form 990 period ending 2018-03-31 · view filing · original 990 ↗
$6,943,198$7,249,626 $52,410,954$21,064,943 $0$6,080,451 $479,50370
2016 · Form 990 period ending 2017-03-31 · view filing · original 990 ↗
$7,337,990$7,155,834 $51,164,467$19,718,879 $0$6,232,509 $435,92170
2015 · Form 990 period ending 2016-03-31 · view filing · original 990 ↗
$7,622,969$8,448,211 $49,240,242$18,813,119 $0$6,283,381 $398,19680
2014 · Form 990 period ending 2015-03-31 · view filing · original 990 ↗
$11,177,451$8,889,018 $50,184,206$22,130,306 $0$6,276,455 $507,159120
2013 · Form 990 period ending 2014-03-31 · view filing · original 990 ↗
$8,262,696$11,502,180 $50,267,278$24,690,763 $0$6,201,158 $712,900140
2012 · Form 990 period ending 2013-03-31 · view filing · original 990 ↗
$7,509,032$10,491,857 $51,877,411$27,174,321 $0$5,950,066 $960,785160
2011 · Form 990 period ending 2012-03-31 · view filing · original 990 ↗
$7,224,904$8,820,543 $52,678,721$29,306,459 $0$5,711,629 $858,430110
2010 · Form 990 period ending 2011-03-31 · view filing · original 990 ↗
$7,876,704$8,476,011 $52,917,330$31,625,267 $0$5,505,495 $803,860100

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UNITED SPINAL ASSOCIATION INCNYW30 $6,843,270$7,952,746 PRESIDENT/CEO$229,924 Same NTEE code W30, revenue within 2x
AMVETS DEPARTMENT OF CALIFORNIA SERVICE FOUNDATIONCAW30 $11,557,085$13,636,166 DIRECTOR OF HR AND PAYROLL$148,956 Same NTEE code W30, revenue within 2x
COAST GUARD MUTUAL ASSISTANCE INCORPORATEDVAW30 $11,413,264$6,497,807 CHIEF INFORMATION OFFICER$217,975 Same NTEE code W30, revenue within 2x
WOMEN IN MILITARY SERVICE FOR AMERICA MEMORIAL FOUNDATION INCVAW30 $4,583,933$5,419,029 PRESIDENT$177,728 Same NTEE code W30, revenue within 2x
OPERATION SECOND CHANCE INCMDW30 $5,985,519$2,461,064 President$121,033 Same NTEE code W30, revenue within 2x
TRAVIS MILLS FOUNDATIONMEW30 $6,309,096$5,427,297 EXECUTIVE DI$112,059 Same NTEE code W30, revenue within 2x
VETERANS TRANSITION CENTER OF CALIFORNIACAW30 $7,315,063$6,421,613 EXECUTIVE DIR$185,685 Same NTEE code W30, revenue within 2x
LOUISIANA NATIONAL GUARD FOUNDATIONLAW30 $7,271,935$7,370,314 EXECUTIVE DIRECTOR$125,104 Same NTEE code W30, revenue within 2x
AIR & SPACE FORCES AID SOCIETY INCVAW30 $11,739,104$17,020,171 CHIEF EXECUTIVE OFFICER$324,175 Same NTEE code W30, revenue within 2x
THE INDEPENDENCE FUND INCNCW30 $6,146,293$9,763,455 CEO$297,581 Same NTEE code W30, revenue within 2x
BIG SKY BRAVERY FOUNDATIONMTW30 $10,320,754$3,937,699 President$242,288 Same NTEE code W30, revenue within 2x
PATRIOT RESTORATION OPSCAW30 $9,309,433$8,724,521 CEO$54,937 Same NTEE code W30, revenue within 2x
AMERICAS VETDOGS THE VETERANS K9 CORPS INCNYW30 $10,153,652$10,153,652 PRESIDENT AND CEO$644,136 Same NTEE code W30, revenue within 2x
COMMON DEFENSE EDUCATION FUND INCNYW30 $4,456,062$2,935,766 Executive Dir.$139,700 Same NTEE code W30, revenue within 2x
VETERANS RECOVERY RESOURCESALW30 $4,952,306$5,033,753 EXECUTIVE DIRECTOR$204,050 Same NTEE code W30, revenue within 2x
SUPPORT THE ENLISTED PROJECT INCCAW30 $7,541,119$3,829,244 CEO/PRESIDENT$186,136 Same NTEE code W30, revenue within 2x
CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATIONDCW30 $8,221,551$8,605,972 CEO$334,007 Same NTEE code W30, revenue within 2x
COMBAT MARINE OUTDOORS INCTXW30 $6,205,231$6,094,064 EXECUTIVE DI$117,000 Same NTEE code W30, revenue within 2x
VTS INDUSTRIES INCCAW30 $12,154,167$11,312,105 PRESIDENT$500 Same NTEE code W30, revenue within 2x
VETERANS CONSORTIUM PRO BONO PROGRAMDCW30 $4,977,476$5,185,167 EXECUTIVE DIRECTOR$239,877 Same NTEE code W30, revenue within 2x
USVETS HOUSING CORPORATIONCAW30 $10,277,971$10,462,968 SECRETARY (THRU 1/25)$400,437 Same NTEE code W30, revenue within 2x
MONTACHUSETT VETERANS OUTREACH CENTER INCMAW30 $4,592,488$2,256,158 EXECUTIVE DIRECTOR$152,307 Same NTEE code W30, revenue within 2x
VILLAGE FOR VETSCAW30 $7,647,852$7,249,194 EXECUTIVE DIRECTOR$175,042 Same NTEE code W30, revenue within 2x
VETERANS COMMUNITY PROJECTMOW30 $16,309,704$9,491,278 PRESIDENT AND CHIEF EXECUTIVE OFFICER$210,631 Same NTEE code W30, revenue within 2x
VIETNAM VETERANS OF AMERICA INCMDW30 $8,147,433$11,124,515 DIRECTOR OF ACCOUNTING$186,992 Same NTEE code W30, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
LILLY ENDOWMENT INC Private foundation$31,750,0006 52013–2025 ARMY EMERGENCY RELIEF; NAVY-MARINE CORPS RELIEF SOCIETY; BLUE STAR FAMILIES INC; TEAM RED WHITE & BLUE INC and 1 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$25,748,611290 592016–2024 BLUE STAR FAMILIES INC; NAVY-MARINE CORPS RELIEF SOCIETY; SWORDS TO PLOWSHARES VETERANS RIGHTS ORGANIZATION; THE INDEPENDENCE FUND INC and 55 more
NATIONAL PHILANTHROPIC TR DAF sponsor$19,636,502105 332014–2024 BLUE STAR FAMILIES INC; TEAM RED WHITE & BLUE INC; COAST GUARD FOUNDATION INC; COMBAT MARINE OUTDOORS INC and 29 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$16,136,489201 502019–2024 CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION; BLUE STAR FAMILIES INC; UNITED THROUGH READING; NAVY-MARINE CORPS RELIEF SOCIETY and 46 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$13,645,143271 542014–2024 TEAM RED WHITE & BLUE INC; COAST GUARD FOUNDATION INC; VETERANS COMMUNITY PROJECT; SWORDS TO PLOWSHARES VETERANS RIGHTS ORGANIZATION and 50 more
FORGOOD INC DAF sponsor$7,190,408173 372010–2024 COAST GUARD MUTUAL ASSISTANCE INCORPORATED; NO GREATER SACRIFICE FOUNDATION; TEAM RED WHITE & BLUE INC; OPERATION FREEDOM PAWS and 33 more
SIERRA CLUB FOUNDATION DAF sponsor$7,025,9443 22010–2013 NATIONAL MILITARY FAMILY ASSOCIATION INC; BLUE STAR FAMILIES INC
CHARITIES AID FOUNDATION AMERICA DAF sponsor$6,355,93360 262018–2024 CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION; THE INDEPENDENCE FUND INC; BLUE STAR FAMILIES INC; ARMY EMERGENCY RELIEF and 22 more
COHEN VETERANS NETWORK INC Private foundation$5,503,7153 12022–2024 VIETNAM VETERANS OF SAN DIEGO
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$5,386,11336 102012–2024 COAST GUARD FOUNDATION INC; TEAM RED WHITE & BLUE INC; BLUE STAR FAMILIES INC; NAVY-MARINE CORPS RELIEF SOCIETY and 6 more
DIANA DAVIS SPENCER FOUNDATION Private foundation$3,050,0005 12022–2024 CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION
MARCUS FOUNDATION INC Private foundation$3,000,0001 12024–2024 MISSION ROLL CALL
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$2,957,32878 302013–2024 CHARLES HUMPHREY KEATING IV FOUNDATION; THE INDEPENDENCE FUND INC; AMERICAS VETDOGS THE VETERANS K9 CORPS INC; IMPACTING VETERANS LIVES INC and 26 more
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$2,664,08650 122009–2024 VILLAGE FOR VETS; SWORDS TO PLOWSHARES VETERANS RIGHTS ORGANIZATION; NAVY-MARINE CORPS RELIEF SOCIETY; AIR & SPACE FORCES AID SOCIETY INC and 8 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$2,418,53183 262020–2024 NAVY-MARINE CORPS RELIEF SOCIETY; WAR HORSE NEWS; COAST GUARD FOUNDATION INC; NATIONAL MILITARY FAMILY ASSOCIATION INC and 22 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $5,477,437 spent · pay $720,203 · grants $137,226 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $3,515,371--- 64.2%
Pay: officers, directors, trustees, key employees $430,121--- 7.9%
Other (as described)POLICY ACQUISITION COSTS $337,471--- 6.2%
Other salaries and wages $183,195--- 3.3%
Grants to US organizations and governments $137,226--- 2.5%
Occupancy $125,786--- 2.3%
Insurance $108,838--- 2.0%
Fees: investment management $104,926--- 1.9%
Office expenses $93,683--- 1.7%
Other (as described)CONTRACT SERVICES $84,684--- 1.5%
Pension plan contributions $71,771--- 1.3%
Advertising and promotion $59,221--- 1.1%
Fees: legal $57,039--- 1.0%
All other expenses $44,274--- 0.8%
Payroll taxes $35,116--- 0.6%
Other (as described)ACTUARIAL EXPENSE $32,360--- 0.6%
Fees: accounting $28,702--- 0.5%
Depreciation and depletion $27,653--- 0.5%
Total$5,477,437100%

View the filing

2023 · Form 990 · $5,885,557 spent · pay $783,966 · grants $113,219 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $3,842,559--- 65.3%
Pay: officers, directors, trustees, key employees $526,642--- 8.9%
Other (as described)POLICY ACQUISITION COSTS $386,895--- 6.6%
Other salaries and wages $140,533--- 2.4%
Grants to US organizations and governments $113,219--- 1.9%
Other (as described)CONTRACT SERVICES $110,344--- 1.9%
Insurance $105,980--- 1.8%
Office expenses $101,679--- 1.7%
Fees: investment management $89,424--- 1.5%
Occupancy $79,035--- 1.3%
Pension plan contributions $75,490--- 1.3%
Other (as described)ACTUARIAL EXPENSE $60,702--- 1.0%
Fees: legal $56,400--- 1.0%
Advertising and promotion $56,060--- 1.0%
All other expenses $45,275--- 0.8%
Payroll taxes $41,301--- 0.7%
Fees: accounting $27,850--- 0.5%
Depreciation and depletion $26,169--- 0.4%
Total$5,885,557100%

View the filing

2022 · Form 990 · $5,906,651 spent · pay $801,507 · grants $111,228 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $3,982,257--- 67.4%
Pay: officers, directors, trustees, key employees $619,136--- 10.5%
Other (as described)POLICY ACQUISITION COSTS $320,356--- 5.4%
Grants to US organizations and governments $111,228--- 1.9%
Other (as described)CONTRACT SERVICES $104,500--- 1.8%
Insurance $100,334--- 1.7%
Office expenses $98,127--- 1.7%
Fees: investment management $92,175--- 1.6%
Pension plan contributions $75,634--- 1.3%
Occupancy $74,594--- 1.3%
Other salaries and wages $67,721--- 1.1%
Advertising and promotion $58,309--- 1.0%
Fees: legal $57,426--- 1.0%
Payroll taxes $39,016--- 0.7%
All other expenses $31,361--- 0.5%
Fees: accounting $27,300--- 0.5%
Depreciation and depletion $23,677--- 0.4%
Other (as described)ACTUARIAL EXPENSE $23,500--- 0.4%
Total$5,906,651100%

View the filing

2021 · Form 990 · $7,196,076 spent · pay $816,702 · grants $102,485 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $4,433,302--- 61.6%
Other (as described)PERIODIC PENSION PLAN EXP. $979,222--- 13.6%
Pay: officers, directors, trustees, key employees $548,249--- 7.6%
Other (as described)POLICY ACQUISITION COSTS $296,589--- 4.1%
Other salaries and wages $135,117--- 1.9%
Office expenses $102,871--- 1.4%
Grants to US organizations and governments $102,485--- 1.4%
Advertising and promotion $89,311--- 1.2%
Occupancy $87,327--- 1.2%
Other (as described)CONTRACT SERVICES $87,017--- 1.2%
Pension plan contributions $73,664--- 1.0%
All other expenses $69,951--- 1.0%
Fees: legal $47,898--- 0.7%
Payroll taxes $35,124--- 0.5%
Fees: investment management $30,000--- 0.4%
Fees: accounting $29,750--- 0.4%
Other employee benefits $24,548--- 0.3%
Insurance $12,972--- 0.2%
Depreciation and depletion $10,679--- 0.1%
Total$7,196,076100%

View the filing

2020 · Form 990 · $8,357,549 spent · pay $850,507 · grants $86,341 · events $149
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $6,626,082--- 79.3%
Pay: officers, directors, trustees, key employees $519,620--- 6.2%
Other (as described)POLICY ACQUISITION COSTS $265,455--- 3.2%
Other employee benefits $119,056--- 1.4%
Occupancy $113,175--- 1.4%
Office expenses $105,331--- 1.3%
Other salaries and wages $103,557--- 1.2%
Grants to US organizations and governments $86,341--- 1.0%
Other (as described)CONTRACT SERVICES $80,503--- 1.0%
Pension plan contributions $72,547--- 0.9%
Advertising and promotion $54,830--- 0.7%
Fees: legal $44,544--- 0.5%
Payroll taxes $35,727--- 0.4%
Fees: accounting $31,200--- 0.4%
Fees: investment management $30,000--- 0.4%
Other (as described)ACTUARIAL EXPENSE $26,106--- 0.3%
All other expenses $18,113--- 0.2%
Insurance $13,204--- 0.2%
Depreciation and depletion $11,951--- 0.1%
Conferences, conventions and meetings $149--- 0.0%
Travel $58--- 0.0%
Total$8,357,549100%

View the filing

2019 · Form 990 · $6,641,253 spent · pay $816,604 · grants $98,866 · events $2,284
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $4,880,008--- 73.5%
Pay: officers, directors, trustees, key employees $519,618--- 7.8%
Other (as described)POLICY ACQUISITION COST $290,871--- 4.4%
Other salaries and wages $189,806--- 2.9%
Occupancy $99,930--- 1.5%
Grants to US organizations and governments $98,866--- 1.5%
Office expenses $97,049--- 1.5%
Advertising and promotion $85,720--- 1.3%
Other (as described)CONTRACT SERVICES $76,101--- 1.1%
Fees: legal $54,040--- 0.8%
Pension plan contributions $49,107--- 0.7%
Payroll taxes $37,959--- 0.6%
Fees: accounting $30,200--- 0.5%
Fees: investment management $30,000--- 0.5%
All other expenses $28,313--- 0.4%
Other (as described)ACTUARIAL EXPENSE $25,059--- 0.4%
Other employee benefits $20,114--- 0.3%
Insurance $13,443--- 0.2%
Depreciation and depletion $11,962--- 0.2%
Conferences, conventions and meetings $2,284--- 0.0%
Travel $803--- 0.0%
Total$6,641,253100%

View the filing

2018 · Form 990 · $7,715,950 spent · pay $822,491 · grants $100,905 · events $5,555
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $5,999,384--- 77.8%
Pay: officers, directors, trustees, key employees $501,623--- 6.5%
Other (as described)POLICY ACQUISITION COST $223,519--- 2.9%
Other salaries and wages $208,281--- 2.7%
Occupancy $108,389--- 1.4%
Grants to US organizations and governments $100,905--- 1.3%
Office expenses $87,613--- 1.1%
Other (as described)CONTRACT SERVICES $78,700--- 1.0%
Advertising and promotion $61,196--- 0.8%
Pension plan contributions $54,645--- 0.7%
All other expenses $45,051--- 0.6%
Other (as described)BOARD RELATED EXPENSES $44,584--- 0.6%
Fees: legal $44,400--- 0.6%
Payroll taxes $38,262--- 0.5%
Fees: investment management $30,000--- 0.4%
Fees: accounting $29,300--- 0.4%
Other employee benefits $19,680--- 0.3%
Depreciation and depletion $17,616--- 0.2%
Insurance $15,285--- 0.2%
Conferences, conventions and meetings $5,555--- 0.1%
Travel $1,962--- 0.0%
Total$7,715,950100%

View the filing

2017 · Form 990 · $7,249,626 spent · pay $832,822 · grants $105,285 · events $5,649
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $5,419,754--- 74.8%
Pay: officers, directors, trustees, key employees $479,503--- 6.6%
Other (as described)POLICY ACQUISITION COST $239,940--- 3.3%
Other salaries and wages $231,685--- 3.2%
Advertising and promotion $116,078--- 1.6%
Grants to US organizations and governments $105,285--- 1.5%
Office expenses $97,819--- 1.3%
Other (as described)CONTRACT SERVICES $87,050--- 1.2%
Occupancy $84,980--- 1.2%
Other (as described)BOARD RELATED EXPENSES $59,800--- 0.8%
Pension plan contributions $50,993--- 0.7%
Fees: legal $44,400--- 0.6%
All other expenses $42,663--- 0.6%
Payroll taxes $40,287--- 0.6%
Depreciation and depletion $36,736--- 0.5%
Other employee benefits $30,354--- 0.4%
Fees: investment management $30,000--- 0.4%
Fees: accounting $28,400--- 0.4%
Insurance $15,187--- 0.2%
Conferences, conventions and meetings $5,649--- 0.1%
Travel $3,063--- 0.0%
Total$7,249,626100%

View the filing

2016 · Form 990 · $7,155,834 spent · pay $842,255 · grants $0 · events $3,775
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $5,477,588--- 76.5%
Pay: officers, directors, trustees, key employees $435,921--- 6.1%
Other salaries and wages $228,655--- 3.2%
Other (as described)POLICY ACQUISITION COST $212,425--- 3.0%
Office expenses $111,958--- 1.6%
Pension plan contributions $106,463--- 1.5%
Other (as described)CONTRACT SERVICES $97,119--- 1.4%
Occupancy $81,431--- 1.1%
Advertising and promotion $57,744--- 0.8%
Other (as described)BOARD RELATED EXPENSES $53,105--- 0.7%
Fees: legal $52,832--- 0.7%
All other expenses $52,072--- 0.7%
Payroll taxes $38,492--- 0.5%
Depreciation and depletion $37,321--- 0.5%
Other employee benefits $32,724--- 0.5%
Fees: investment management $30,000--- 0.4%
Fees: accounting $27,800--- 0.4%
Insurance $15,196--- 0.2%
Conferences, conventions and meetings $3,775--- 0.1%
Travel $3,213--- 0.0%
Total$7,155,834100%

View the filing

2015 · Form 990 · $8,448,211 spent · pay $737,993 · grants $0 · events $5,792
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $6,682,463--- 79.1%
Pay: officers, directors, trustees, key employees $398,196--- 4.7%
Other salaries and wages $252,078--- 3.0%
Other (as described)CONTRACT SERVICES $200,072--- 2.4%
Other (as described)POLICY ACQUISITION COST $180,779--- 2.1%
Office expenses $111,157--- 1.3%
Advertising and promotion $102,598--- 1.2%
All other expenses $88,818--- 1.1%
Other (as described)BOARD RELATED EXPENSES $85,244--- 1.0%
Occupancy $84,528--- 1.0%
Fees: legal $79,274--- 0.9%
Depreciation and depletion $44,544--- 0.5%
Payroll taxes $36,879--- 0.4%
Other employee benefits $36,471--- 0.4%
Fees: accounting $27,200--- 0.3%
Pension plan contributions $14,369--- 0.2%
Insurance $14,315--- 0.2%
Conferences, conventions and meetings $5,792--- 0.1%
Travel $3,434--- 0.0%
Total$8,448,211100%

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2014 · Form 990 · $8,889,018 spent · pay $822,892 · grants $40,000 · events $8,077
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $6,476,701--- 72.9%
Advertising and promotion $563,467--- 6.3%
Pay: officers, directors, trustees, key employees $507,159--- 5.7%
Other (as described)CONTRACT SERVICES $303,865--- 3.4%
Other salaries and wages $235,452--- 2.6%
Other (as described)POLICY ACQUISITION COST $184,355--- 2.1%
Office expenses $144,486--- 1.6%
Other (as described)BOARD RELATED EXPENSES $84,273--- 0.9%
Occupancy $83,417--- 0.9%
All other expenses $59,798--- 0.7%
Other employee benefits $52,959--- 0.6%
Fees: legal $48,971--- 0.6%
Payroll taxes $45,755--- 0.5%
Grants to US organizations and governments $40,000--- 0.4%
Depreciation and depletion $35,479--- 0.4%
Fees: accounting $27,200--- 0.3%
Conferences, conventions and meetings $8,077--- 0.1%
Travel $3,179--- 0.0%
Insurance $2,858--- 0.0%
Pension plan contributions -$18,433--- -0.2%
Total$8,889,018100%

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2013 · Form 990 · $11,502,180 spent · pay $1,101,141 · grants $300,000 · events $18,172
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $7,167,537--- 62.3%
Advertising and promotion $1,861,847--- 16.2%
Pay: officers, directors, trustees, key employees $712,900--- 6.2%
Grants to US organizations and governments $300,000--- 2.6%
Other salaries and wages $281,281--- 2.4%
Other (as described)CONTRACT SERVICES $208,060--- 1.8%
Other (as described)POLICY ACQUISITION COST $200,885--- 1.7%
Office expenses $179,564--- 1.6%
All other expenses $138,045--- 1.2%
Other (as described)BOARD RELATED EXPENSES $106,835--- 0.9%
Occupancy $104,612--- 0.9%
Payroll taxes $59,921--- 0.5%
Other employee benefits $46,041--- 0.4%
Fees: legal $44,400--- 0.4%
Depreciation and depletion $37,802--- 0.3%
Fees: accounting $26,600--- 0.2%
Conferences, conventions and meetings $18,172--- 0.2%
Travel $3,998--- 0.0%
Insurance $2,682--- 0.0%
Pension plan contributions $998--- 0.0%
Total$11,502,180100%

View the filing

2012 · Form 990 · $10,491,857 spent · pay $1,597,252 · grants $300,000 · events $17,891
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $5,526,541--- 52.7%
Advertising and promotion $2,086,850--- 19.9%
Pay: officers, directors, trustees, key employees $960,785--- 9.2%
Grants to US organizations and governments $300,000--- 2.9%
Other (as described)CONTRACT SERVICES $289,893--- 2.8%
Other salaries and wages $289,023--- 2.8%
Pension plan contributions $236,310--- 2.3%
Office expenses $187,338--- 1.8%
Other (as described)POLICY ACQUISITION COST $128,247--- 1.2%
Occupancy $109,201--- 1.0%
Other (as described)BOARD RELATED EXPENSES $75,235--- 0.7%
Payroll taxes $63,223--- 0.6%
All other expenses $59,522--- 0.6%
Other employee benefits $47,911--- 0.5%
Fees: legal $44,983--- 0.4%
Depreciation and depletion $33,504--- 0.3%
Fees: accounting $26,401--- 0.3%
Conferences, conventions and meetings $17,891--- 0.2%
Travel $6,121--- 0.1%
Insurance $2,878--- 0.0%
Total$10,491,857100%

View the filing

2011 · Form 990 · $8,820,543 spent · pay $1,296,889 · grants $300,000 · events $40,578
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $5,027,336--- 57.0%
Advertising and promotion $1,207,336--- 13.7%
Pay: officers, directors, trustees, key employees $858,430--- 9.7%
Grants to US organizations and governments $300,000--- 3.4%
Other (as described)CONTRACT SERVICES $260,471--- 3.0%
Other salaries and wages $247,572--- 2.8%
Office expenses $162,327--- 1.8%
Other (as described)POLICY ACQUISITION COST $122,145--- 1.4%
Pension plan contributions $102,982--- 1.2%
Occupancy $97,485--- 1.1%
Other (as described)BOARD RELATED EXPENSES $88,847--- 1.0%
All other expenses $75,472--- 0.9%
Depreciation and depletion $59,190--- 0.7%
Payroll taxes $57,758--- 0.7%
Fees: legal $46,900--- 0.5%
Conferences, conventions and meetings $40,578--- 0.5%
Other employee benefits $30,147--- 0.3%
Fees: accounting $26,971--- 0.3%
Travel $5,113--- 0.1%
Insurance $3,483--- 0.0%
Total$8,820,543100%

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2010 · Form 990 · $8,476,011 spent · pay $1,264,872 · grants $285,000 · events $59,625
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEMBERSHIP BENEFITS $5,011,923--- 59.1%
Advertising and promotion $1,048,021--- 12.4%
Pay: officers, directors, trustees, key employees $803,860--- 9.5%
Grants to US organizations and governments $285,000--- 3.4%
Other salaries and wages $243,783--- 2.9%
Other (as described)CONTRACT SERVICES $190,282--- 2.2%
Office expenses $163,297--- 1.9%
Occupancy $114,071--- 1.3%
Pension plan contributions $109,702--- 1.3%
Depreciation and depletion $63,603--- 0.8%
All other expenses $63,027--- 0.7%
Conferences, conventions and meetings $59,625--- 0.7%
Payroll taxes $57,565--- 0.7%
Other (as described)BOARD RELATED EXPENSES $55,173--- 0.7%
Fees: legal $50,242--- 0.6%
Other employee benefits $49,962--- 0.6%
Other (as described)DUES AND SUBSCRIPTIONS $37,272--- 0.4%
Other (as described)POLICY ACQUISITION COST $37,091--- 0.4%
Fees: accounting $25,281--- 0.3%
Travel $3,981--- 0.0%
Insurance $3,250--- 0.0%
Total$8,476,011100%

View the filing