MILITARY BENEFIT ASSOCIATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MILITARY BENEFIT ASSOCIATION (EIN 52-6056457)
Tax period: 2023-08-01 to 2024-07-31
Filed: 2025-03-27
IRS object ID: 202510869349301551
Schema version: 2023v6.0
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 D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-03-27T14:35:57-05:00	ReturnTs
Tax Period End	2024-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521446779	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JOHNSON LAMBERT LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4242 SIX FORKS ROAD SUITE 1500	AddressLine1Txt
City	RALEIGH	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27609	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	526056457	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MILITARY BENEFIT ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MILI	BusinessNameControlTxt
Phone	7039686200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14605 AVION PKWY	AddressLine1Txt
City	CHANTILLY	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20153	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL REYNA	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7039686200	PhoneNum
Signature	2025-03-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	J CALVIN MARKS	PreparerPersonNm
PTIN	P01226973	PTIN
Phone	9197196400	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MICHAEL REYNA	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14605 AVION PKWY	AddressLine1Txt
City	CHANTILLY	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20153	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$44,063,799	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.MILITARYBENEFIT.ORG	WebsiteAddressTxt
Type Of Organization Assoc	Yes (X)	TypeOfOrganizationAssocInd
Formation	1956	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	PROVIDE MEMBERS OF THE ARMED SERVICES AND CIVILIAN EMPLOYEES OF THE US GOVERNMENT WITH INSURANCE.	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	26	TotalEmployeeCnt
Total Volunteers	9	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$38,360,883	PYProgramServiceRevenueAmt
CY Program Service Revenue	$40,874,191	CYProgramServiceRevenueAmt
PY Investment Income	$2,253,330	PYInvestmentIncomeAmt
CY Investment Income	$1,031,296	CYInvestmentIncomeAmt
PY Other Revenue	$51,467	PYOtherRevenueAmt
CY Other Revenue	$52,459	CYOtherRevenueAmt
PY Total Revenue	$40,665,680	PYTotalRevenueAmt
CY Total Revenue	$41,957,946	CYTotalRevenueAmt
PY Grants And Similar Paid	$34,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$20,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$29,384,210	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$30,743,254	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,580,790	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,615,048	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$5,835,369	PYOtherExpensesAmt
CY Other Expenses	$4,645,598	CYOtherExpensesAmt
PY Total Expenses	$37,834,369	PYTotalExpensesAmt
CY Total Expenses	$38,023,900	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,831,311	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$3,934,046	CYRevenuesLessExpensesAmt
Total Assets BOY	$30,797,711	TotalAssetsBOYAmt
Total Assets EOY	$35,107,967	TotalAssetsEOYAmt
Total Liabilities BOY	$5,890,871	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$6,365,931	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$24,906,840	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$28,742,036	NetAssetsOrFundBalancesEOYAmt
Mission	THE MISSION OF THE MBA IS THE PROMOTION OF THE WELFARE OF ITS MEMBERS, THE ADVANCEMENT AND SAFEGUARDING OF THEIR ECONOMIC INTERESTS, AND GENERALLY TO ENCOURAGE AND PROMOTE BETTER FINANCIAL CONDITIONS FOR ITS MEMBERS THROUGH COOPERATIVE ENTERPRISES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	PROVIDES APPROXIMATELY 83,500 MEMBERS OF THE ARMED FORCES, MILITARY RETIREES AND VETERANS, AND CIVILIAN EMPLOYEES OF THE U S GOVERNMENT WITH INSURANCE AND OTHER SERVICES.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	24	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	26	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	8	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL REYNA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7039686200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14605 AVION PKWY	AddressLine1Txt
City	CHANTILLY	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20153	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 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
MICHAEL REYNA
PRESIDENT	40.00	0.50	Yes (X)	Yes (X)	$308,479	$0	$48,650
THOMAS JUBON
DIRECTOR, IT	35.00				$164,345	$0	$50,326	Yes (X)
GLENDA LEE
VP & SECRETARY (TO SEP '23)	40.00	0.50	Yes (X)	Yes (X)	$148,435	$1,015	$28,761
BONNIE KOHLI
ACCOUNTANT	35.00				$118,876	$0	$48,815	Yes (X)
RICHARD WILSON
DIRECTOR, STRATEGIC PLANNING	31.00	4.00			$97,774	$36,221	$30,367	Yes (X)
CAROLYN PEACOE
OFFICE MANAGER	35.00				$110,563	$0	$24,261	Yes (X)
ASHOK K NAYYAR
TREASURER	7.00	0.50		Yes (X)	$67,399	$0	$0
TRAVIS R BACHORSKI
CHAIRMAN	2.00		Yes (X)		$0	$0	$0
AMANDA M TEFFT
VICE CHAIRMAN	2.00		Yes (X)		$0	$0	$0
PETER W ALT
DIRECTOR (TO OCT '23)	2.00		Yes (X)		$0	$0	$0
JAMES B BRENDEL JR
DIRECTOR	2.00		Yes (X)		$0	$0	$0
MICHAEL M HAYWOOD
DIRECTOR	2.00		Yes (X)		$0	$0	$0
R IAN MANION
DIRECTOR (TO MAR '24)	2.00		Yes (X)		$0	$0	$0
D'ANNE E SPENCE
DIRECTOR	2.00		Yes (X)		$0	$0	$0
DAVID A TENORIO
DIRECTOR (FROM OCT '23)	2.00		Yes (X)		$0	$0	$0
DAVID E WILLIS
DIRECTOR	2.00		Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,015,871	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$37,236	TotReportableCompRltdOrgAmt
Total Other Compensation	$231,180	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	5	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
WEBTPA
FINANCE 8500 FREEPORT PKWY STE 400	IRVING	TX	75063	THIRD PARTY ADMINISTRATOR	$374,124
LIST SERVICES CORPORATION
6 TROWBRIDGE DR	BETHEL	CT	06801	MARKETING SERVICES	$364,514
ALPHAGRAPHICS
143 UNION BLVD STE 650	LAKEWOOD	CO	80228	MARKETING SERVICES	$262,113
NATIONAL BENEFITS GROUP MIDWEST LLC
3820 NORTHDALE BLVD STE 103	TAMPA	FL	33624	BENEFITS CONSULTING	$240,784
FEDERAL DIRECT
150 CLOVE RD 5TH FL	LITTLE FALLS	NJ	07424	MARKETING SERVICES	$153,455

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	11	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INSURANCE CONTRIBUTIONS	524298	$36,518,793	$36,518,793
ADMINISTRATIVE INCOME	524298	$4,355,398	$4,355,398

Field	Value	IRS element (for citing)
Total Program Service Revenue	$40,874,191	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,008,012	TotalRevenueColumnAmt
Exclusion	$1,008,012	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$35,005	TotalRevenueColumnAmt
Exclusion	$35,005	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,129,137	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,105,853	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$23,284	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,284	TotalRevenueColumnAmt
Exclusion	$23,284	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,454	TotalRevenueColumnAmt
Exclusion	$17,454	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$17,454	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,957,946	TotalRevenueColumnAmt
Related Or Exempt Func Income	$40,874,191	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,083,755	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$20,000	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$30,743,254	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$507,220	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,686,281	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$66,045	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$205,062	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$150,440	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$41,790	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$96,447	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$57,766	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,577,165	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$694,008	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$733,339	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$227,593	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$131,931	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$263,695	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$134,551	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$485,688	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$72,621	TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt
AGENT SUPPORT	$86,000
DUES & SUBSCRIPTIONS	$23,506
TAXES & LICENSES	$2,738

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,760	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$38,023,900	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$460,585	BOYAmt
EOY	$366,233	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$116,064	BOYAmt
EOY	$135,983	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$134,805	BOYAmt
EOY	$160,732	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$49,408	BOYAmt
EOY	$234,288	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,874,247	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,542,832	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$401,196	BOYAmt
EOY	$331,415	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$6,389,581	BOYAmt
EOY	$8,744,737	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$665,773	BOYAmt
EOY	$635,941	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,100,000	BOYAmt
EOY	$2,700,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$19,480,299	BOYAmt
EOY	$21,798,638	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$30,797,711	BOYAmt
EOY	$35,107,967	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,918,248	BOYAmt
EOY	$3,213,390	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$222,164	BOYAmt
EOY	$236,552	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,750,459	BOYAmt
EOY	$2,915,989	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,890,871	BOYAmt
EOY	$6,365,931	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	$24,906,840	BOYAmt
EOY	$28,742,036	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,906,840	BOYAmt
EOY	$28,742,036	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$30,797,711	BOYAmt
EOY	$35,107,967	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$3,934,046	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$812,612	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$911,462	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$601,625	OtherCostOrOtherBasisAmt
Depreciation	$338,936	DepreciationAmt
Book Value	$262,689	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$616,443	OtherCostOrOtherBasisAmt
Depreciation	$563,367	DepreciationAmt
Book Value	$53,076	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,656,179	OtherCostOrOtherBasisAmt
Depreciation	$1,640,529	DepreciationAmt
Book Value	$15,650	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$331,415	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
FUNDS ON DEPOSIT WITH INSURANCE COMPANIES	$21,640,247
RECEIVABLE FROM RELATED ORGANIZATIONS	$153,391
DEPOSITS	$5,000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$21,798,638	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
PREMIUMS COLLECTED FROM MEMBERS IN ADVANCE	$1,984,690
REFUNDS OWED TO MEMBERS	$931,299

Field	Value	IRS element (for citing)
Total Liability	$2,915,989	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	MANAGEMENT HAS CONCLUDED THAT THE ASSOCIATION HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JULY 31, 2024.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIP AWARDS TO COLLEGE STUDENT MEMBERS AND/OR DEPENDENTS	GrantTypeTxt
Recipient	25	RecipientCnt
Cash Grant	$20,000	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	MBA UTILIZES SCHOLARSHIP AMERICA TO ADMINISTER THE SCHOLARSHIP PROGRAM AND TO ENSURE THAT THE SCHOLARSHIPS ARE USED FOR FULL-TIME STUDY AT AN ACCREDITED INSTITUTION.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
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	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	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
MICHAEL REYNA
PRESIDENT	$307,705	$0	$0	$0	$774	$0	$45,819	$0	$2,831	$0	$357,129	$0	$0	$0
THOMAS JUBON
DIRECTOR, IT	$159,478	$0	$3,679	$0	$1,188	$0	$39,708	$0	$10,618	$0	$214,671	$0	$0	$0
GLENDA LEE
VP & SECRETARY (TO SEP '23)	$131,234	$1,015	$16,310	$0	$891	$0	$18,492	$0	$10,269	$0	$177,196	$1,015	$0	$0
BONNIE KOHLI
ACCOUNTANT	$113,946	$0	$3,742	$0	$1,188	$0	$37,476	$0	$11,339	$0	$167,691	$0	$0	$0
RICHARD WILSON
DIRECTOR, STRATEGIC PLANNING	$95,747	$0	$1,665	$36,221	$362	$0	$13,548	$0	$16,819	$0	$128,141	$36,221	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	MBA ALLOWS FIRST-CLASS TRAVEL FOR FLIGHTS LASTING MORE THAN TWO HOURS. MBA ALSO ALLOWS COMPANION TRAVEL FOR THE SPOUSES OF DIRECTORS AND ADVISORS, AS THESE INDIVIDUALS ARE ABLE TO PROVIDE KEY EXPERTISE AND PERSPECTIVE AS LONGTIME MEMBERS AND MILITARY SPOUSES. THEIR INPUT ALLOWS MBA TO BETTER SERVE THE MILITARY SPOUSE DEMOGRAPHIC, WHICH REPRESENTS A SUBSTANTIAL PORTION OF MBA'S MEMBERSHIP BASE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	AT YEAR END, THE ORGANIZATION HAD APPROXIMATELY 109,000 ACTIVE MEMBERS. THE MEMBERS IN THE ASSOCIATION CONSIST OF PERSONNEL ON ACTIVE DUTY IN ANY COMPONENT OF THE UNITED STATES UNIFORMED SERVICES, RESERVE SERVICES, VETERAN MEMBERS, CIVILIAN EMPLOYEES OF THE US GOVERNMENT AND DEPENDENTS OF MEMBERS. THE CONTROL OF THE ASSOCIATION IS VESTED IN THE MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7A	THE CONTROL OF THE ASSOCIATION IS VESTED IN THE MEMBERS. MEETINGS OF MEMBERS INCLUDE THE ANNUAL MEETING OF MEMBERS AND OTHER MEETINGS AS MAY BE CALLED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS IN RESPONSE TO (1) A VOTE BY A MAJORITY OF THE BOARD OR (2) A WRITTEN REQUEST SIGNED BY AT LEAST TEN PERCENT OF THE MEMBERS OF THE ASSOCIATION. A VOTE BY THE MEMBERS IS REQUIRED TO APPOINT OR FILL VACANCIES ON THE BOARD OF DIRECTORS AND APPROVE CERTAIN CHANGES TO THE ARTICLES OF ORGANIZATION. MEMBERS MAY VOTE IN PERSON OR BY SIGNED PROXY. ACTIONS TAKEN BY A MAJORITY OF THE MEMBERS VOTING ARE FINAL.
FORM 990, PART VI, SECTION A, LINE 7B	THE ASSOCIATION'S MEMBERS APPROVE CERTAIN CHANGES TO THE ARTICLES OF ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11B	ASSOCIATION OFFICERS PROVIDE THE FORM 990 TO ALL DIRECTORS FOR REVIEW AND APPROVAL BEFORE IT IS FILED. THE DIRECTORS' APPROVAL IS DOCUMENTED IN THE ASSOCIATION'S MINUTES.
FORM 990, PART VI, SECTION B, LINE 12C	EACH DIRECTOR, OFFICER, ADVISOR AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL SIGN A STATEMENT WHICH AFFIRMS SUCH A PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY. (B) HAS READ AND UNDERSTANDS THE POLICY. (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) D. UNDERSTANDS THE ASSOCIATION IS A 501C(9) NON-PROFIT VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION (VEBA) 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. THE ASSOCIATION PERIODICALLY REVIEWS WHETHER OR NOT THEIR TRANSACTIONS OR ARRANGEMENTS CAN BE ARRANGED TO BE MORE ADVANTAGEOUS WITHOUT PRODUCING A CONFLICT OF INTEREST, AND IF NOT POSSIBLE, HOLDS A VOTE TO DETERMINE IF SUCH TRANSACTIONS OR ARRANGEMENTS ARE IN THE ASSOCIATION'S BEST INTERESTS. THE ASSOCIATION RESERVES THE RIGHT TO IMPLEMENT DISCIPLINARY OR CORRECTIVE ACTION FOR VIOLATIONS OF THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15	THE ASSOCIATION HAS A BOARD SUB-COMMITTEE TO CONSIDER INDEPENDENT COMPENSATION ANALYSIS AND ESTABLISH THE COMPENSATION SCHEDULE FOR THE OFFICES OF PRESIDENT, VICE PRESIDENT AND TREASURER.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERSHIP UPON WRITTEN REQUEST.
FORM 990, PART XI, LINE 9:	CORRECTION OF DEFERRED REVENUE -881,630. SUBSIDIARY NET INCOME -29,832.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MILITARY BENEFIT ASSOCIATION INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14605 AVION PKWY	AddressLine1Txt
City	CHANTILLY	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20153	ZIPCd

Field	Value	IRS element (for citing)
EIN	520854087	EIN
Primary Activities	PROVIDES SERVICES TO MILITARY BENEFIT ASSOCIATION - HOLDS TITLE TO REALTY	PrimaryActivitiesTxt
Legal Domicile State	VA	LegalDomicileStateCd
Exempt Code Section	501(C)(2)	ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MILITARY BENEFIT ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 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
MBA SERVICES INC
14605 AVION PKWY	CHANTILLY	VA	20153	030495909	MANAGEMENT	VA	MILITARY BENEFIT ASSOCATION	C	$175,457	$212,760	1.00000	Yes (1)
MILITIA ADMINISTRATIVE SERVICES INC
48 MAIN ST	STURBRIDGE	MA	01566	061181865	ADMINISTRATION OF SPONSORED PROGRAMS	MA	MILITARY BENEFIT ASSOCATION	C	$791,359	$116,511	1.00000	Yes (1)
JENKINS INSURANCE AGENCY INC
48 MAIN ST	STURBRIDGE	MA	01566	042875283	PERFORMS PAYROLL FUNCTIONS FOR MAS	MA	MILITIA ADMINISTRATIVE SERVICES INC	C			1.00000	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
MILITIA ADMINISTRATIVE SERVICES INC
M	$531,976	FMV
MILITIA ADMINISTRATIVE SERVICES INC
P	$75,652	FMV
MILITIA ADMINISTRATIVE SERVICES INC
S	$3,796,686	FMV