NAVY-MARINE CORPS RELIEF SOCIETY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NAVY-MARINE CORPS RELIEF SOCIETY (EIN 53-0204618)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-02
- IRS object ID
- 202221539349300627
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-02T18:58:50-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS ROAD SUITE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530204618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVY-MARINE CORPS RELIEF SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAVY | BusinessNameControlTxt |
| Phone | 8006548364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 N RANDOLPH STREET 225 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN BAUER | PersonNm |
| Person Title | VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 8006548364 | PhoneNum |
| Signature | 2022-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYN | PersonFirstNm |
| Person Last | BAUER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | JACK KLIMP | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 N RANDOLPH STREET 225 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,891,234 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NMCRS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHDEULE O.THE MISSION OF THE NAVY-MARINE CORPS RELIEF SOCIETY IS TO PROVIDE, IN PARTNERSHIP WITH THE NAVY AND MARINE CORPS, FINANCIAL, EDUCATIONAL, AND OTHER ASSISTANCE TO MEMBERS OF THE NAVAL SERVICE OF THE UNITED STATES, ELIGIBLE FAMILY MEMBERS, AND SURVIVORS WHEN IN NEED; AND TO RECEIVE AND MANAGE FUNDS TO ADMINISTER THESE PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 204 | TotalEmployeeCnt |
| Total Volunteers | 4000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,118,258 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,596,515 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,274,711 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,717,530 | CYInvestmentIncomeAmt |
| PY Other Revenue | $495,467 | PYOtherRevenueAmt |
| CY Other Revenue | $896,329 | CYOtherRevenueAmt |
| PY Total Revenue | $26,888,436 | PYTotalRevenueAmt |
| CY Total Revenue | $29,210,374 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,875,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,366,757 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,306,203 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,579,345 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $247,946 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $215,939 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,422,427 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,833,289 | PYOtherExpensesAmt |
| CY Other Expenses | $5,078,574 | CYOtherExpensesAmt |
| PY Total Expenses | $22,262,438 | PYTotalExpensesAmt |
| CY Total Expenses | $26,240,615 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,625,998 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,969,759 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $152,894,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,427,961 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,739,052 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,050,658 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $123,155,057 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $144,377,303 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE NAVY-MARINE CORPS RELIEF SOCIETY IS TO PROVIDE, IN PARTNERSHIP WITH THE NAVY AND MARINE CORPS, FINANCIAL, EDUCATIONAL, AND OTHER ASSISTANCE TO MEMBERS OF THE NAVAL SERVICE OF THE UNITED STATES, ELIGIBLE FAMILY MEMBERS, AND SURVIVORS WHEN IN NEED; AND TO RECEIVE AND MANAGE FUNDS TO ADMINISTER THESE PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,897,604 | ExpenseAmt |
| Grant | $4,366,757 | GrantAmt |
| Desc | FINANCIAL ASSISTANCE PROGRAM PROVIDES INTEREST FREE LOANS AND GRANTS TO ACTIVE DUTY AND RETIRED NAVY AND MARINE CORPS MEMBERS, DEPENDENTS AND SURVIVORS BASED ON FINANCIAL NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $250,580 | ExpenseAmt |
| Revenue | $882,934 | RevenueAmt |
| Desc | NON-FINANCIAL ASSISTANCE PROGRAMS PROVIDE CLIENTS WITH BUDGET COUNSELING, VISITING NURSE, BUDGET FOR BABY PROGRAM, AND THRIFT SHOP SERVICES BASED ON NEED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $217,848 | ExpenseAmt |
| Desc | VOLUNTEER PROGRAM PROVIDES TRAINING, REFRESHMENTS, RECOGNITION, REIMBURSEMENT FOR MILEAGE, AND CHILD/ELDER CARE TO VOLUNTEERS WHO DELIVER SOCIETY SERVICES TO CLIENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,366,032 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 204 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN BAUER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006548364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 N RANDOLPH ST NO 225 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WILLIE L WILLIAMS | |||||||
| VICE PRESIDENT, CIO | 40.00 | Yes (X) | $191,891 | $0 | $111,500 | ||
| LTGEN JACK KLIMP USMCRET | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $269,141 | $0 | $17,893 | Yes (X) | |
| ANN CREEDEN | |||||||
| DIRECTOR, TRAINING & CASEWORK DIV | 40.00 | $140,161 | $0 | $124,417 | Yes (X) | ||
| DAWN CUTLER | |||||||
| VICE PRESIDENT, COO | 40.00 | Yes (X) | $220,705 | $0 | $17,277 | ||
| JODI L BRIGGS | |||||||
| SR NETWORK ENGINEER | 40.00 | $138,015 | $0 | $72,148 | Yes (X) | ||
| GILLIAN GONZALEZ | |||||||
| VICE PRESIDENT, CDCO | 40.00 | Yes (X) | $156,480 | $0 | $32,736 | ||
| GIRISH PILLAI | |||||||
| DIRECTOR, SOFTWARE DEV & ENT ARCHITECTURE | 40.00 | $169,461 | $0 | $12,794 | Yes (X) | ||
| ELIZABETH SUAREZ | |||||||
| DIRECTOR, DEVELOPMENT | 40.00 | $138,866 | $0 | $41,665 | Yes (X) | ||
| CHRISTOPHER DOUR | |||||||
| VICE PRESIDENT, CAO | 40.00 | Yes (X) | $162,656 | $0 | $14,904 | ||
| CAROLYN BAUER | |||||||
| CFO | 40.00 | Yes (X) | $159,795 | $0 | $11,010 | ||
| BRENDA SULLIVAN | |||||||
| DIRECTOR, HR (TO JUL '21) | 40.00 | $150,802 | $0 | $11,923 | Yes (X) | ||
| ADM MICHAEL GILDAY USN | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GEN DAVID H BERGER USMC | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MRS DONNA BERGER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| 1ST SGT STACIE BLACK USMCRET | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SMMC TROY E BLACK USMC | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MRS ELISA CATALANO EWERS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VADM DARSE CRANDALL USN | |||||||
| DIRECTOR (FROM OCT '21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MAJGEN CRAIG CRENSHAW USMCRET | |||||||
| DIRECTOR (FROM JUN '21) | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| VADM WILLIAM D FRENCH USNRET | |||||||
| DIRECTOR (TO MAY '21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MRS LINDA GILDAY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RADM BRUCE GILLINGHAM USN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MRS FRANCINE GLAVY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VADM JOHN C HANNINK JAG USN | |||||||
| DIRECTOR (TO AUG '21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RADM SINCLAIR HARRIS USNRET | |||||||
| DIRECTOR (FROM JUN '21) | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| MRS CYNTHIA HILL | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VADM YANCY B LINDSEY USN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MRS MEGAN W MOFFIT | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VADM JOHN B NOWELL JR USN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LTGEN DAVID OTTIGNON USMC | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MCPO JOHN PEREZ USNRET | |||||||
| DIRECTOR (FROM JUN '21) | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BGEN DAVID REIST USMCRET | |||||||
| DIRECTOR (TO MAY '21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RADM BRENT W SCOTT CHC USN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MRS AMY B SMITH | |||||||
| DIRECTOR (TO JAN '21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MCPON RUSSELL L SMITH USN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RADM CHRISTOPHER WEAVER USNRET | |||||||
| DIRECTOR (TO JUN '21) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,897,973 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $468,267 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | 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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICE | |||||
| 1501 K ST NW | WASHINGTON | DC | 20005 | INVESTMENT SERVICES | $608,389 |
| MASTER PRINT INC | |||||
| 8401 TERMINAL RD | NEWINGTON | VA | 22122 | PRINT SERVICES | $324,448 |
| SAFARI MICRO | |||||
| 2185 W PECOS RD STE 9 | CHANDLER | AZ | 85224 | IT SERVICES | $322,520 |
| MICROSOFT CORPORATION | |||||
| 1 MICROSOFT WAY | REDMOND | WA | 98052 | IT SERVICES | $313,684 |
| 1ST DEGREE MARKETING AND PUBLIC RELATION | |||||
| 16900 SCIENCE DR STE 210 | BOWIE | MD | 20715 | FUNDRAISING SERVICES | $215,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,596,515 | AllOtherContributionsAmt |
| Noncash Contributions | $593,431 | NoncashContributionsAmt |
| Total Contributions | $16,596,515 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,009,674 | TotalRevenueColumnAmt |
| Exclusion | $4,009,674 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,388,716 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,680,860 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,707,856 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,707,856 | TotalRevenueColumnAmt |
| Exclusion | $7,707,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $882,934 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $882,934 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $882,934 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,395 | TotalRevenueColumnAmt |
| Exclusion | $13,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,395 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,210,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $882,934 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,730,925 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,360,704 | TotalAmt |
| Program Services | $4,360,704 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,053 | TotalAmt |
| Program Services | $6,053 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,365,987 | TotalAmt |
| Program Services | $1,140,280 | ProgramServicesAmt |
| Management And General | $166,893 | ManagementAndGeneralAmt |
| Fundraising | $58,814 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,537,659 | TotalAmt |
| Program Services | $8,796,475 | ProgramServicesAmt |
| Management And General | $1,287,474 | ManagementAndGeneralAmt |
| Fundraising | $453,710 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,259 | TotalAmt |
| Program Services | $1,355,874 | ProgramServicesAmt |
| Management And General | $198,451 | ManagementAndGeneralAmt |
| Fundraising | $69,934 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,158,248 | TotalAmt |
| Program Services | $1,801,632 | ProgramServicesAmt |
| Management And General | $263,692 | ManagementAndGeneralAmt |
| Fundraising | $92,924 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,192 | TotalAmt |
| Program Services | $745,598 | ProgramServicesAmt |
| Management And General | $109,137 | ManagementAndGeneralAmt |
| Fundraising | $38,457 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Management And General | $1,976 | ManagementAndGeneralAmt |
| Fundraising | $4,524 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,502 | TotalAmt |
| Management And General | $51,357 | ManagementAndGeneralAmt |
| Fundraising | $57,145 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,939 | TotalAmt |
| Fundraising | $215,939 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,318 | TotalAmt |
| Management And General | $638,318 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,522 | TotalAmt |
| Program Services | $376,550 | ProgramServicesAmt |
| Management And General | $111,972 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,730 | TotalAmt |
| Management And General | $34,447 | ManagementAndGeneralAmt |
| Fundraising | $67,283 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,153 | TotalAmt |
| Program Services | $344,333 | ProgramServicesAmt |
| Management And General | $164,612 | ManagementAndGeneralAmt |
| Fundraising | $232,208 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,172 | TotalAmt |
| Program Services | $811,538 | ProgramServicesAmt |
| Management And General | $135,197 | ManagementAndGeneralAmt |
| Fundraising | $81,437 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,348 | TotalAmt |
| Program Services | $12,821 | ProgramServicesAmt |
| Management And General | $1,869 | ManagementAndGeneralAmt |
| Fundraising | $658 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,981 | TotalAmt |
| Program Services | $92,927 | ProgramServicesAmt |
| Management And General | $5,141 | ManagementAndGeneralAmt |
| Fundraising | $4,913 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,899 | TotalAmt |
| Management And General | $4,833 | ManagementAndGeneralAmt |
| Fundraising | $11,066 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,239 | TotalAmt |
| Program Services | $60,302 | ProgramServicesAmt |
| Management And General | $8,826 | ManagementAndGeneralAmt |
| Fundraising | $3,111 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,893 | TotalAmt |
| Management And General | $106,893 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LOANS WRITTEN OFF | $1,003,696 | $1,003,696 | ||
| VOLUNTEERS | $156,456 | $150,643 | $5,810 | $3 |
| THRIFT SHOP, LAYETTES, | $131,159 | $131,159 | ||
| HUMAN RESOURCES | $120,263 | $120,263 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,743 | TotalAmt |
| Program Services | $175,447 | ProgramServicesAmt |
| Management And General | $34,995 | ManagementAndGeneralAmt |
| Fundraising | $30,301 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,240,615 | TotalAmt |
| Program Services | $21,366,032 | ProgramServicesAmt |
| Management And General | $3,452,156 | ManagementAndGeneralAmt |
| Fundraising | $1,422,427 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,427,152 | BOYAmt |
| EOY | $450,374 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,853,928 | BOYAmt |
| EOY | $4,162,418 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,730 | BOYAmt |
| EOY | $93,945 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,951 | BOYAmt |
| EOY | $652,442 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,976 | BOYAmt |
| EOY | $57,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,765,335 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,600,270 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,649,664 | BOYAmt |
| EOY | $4,165,065 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,056,519 | BOYAmt |
| EOY | $121,957,577 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,046,627 | BOYAmt |
| EOY | $13,653,229 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,842,707 | BOYAmt |
| EOY | $14,358,459 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,855 | BOYAmt |
| EOY | $876,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,894,109 | BOYAmt |
| EOY | $160,427,961 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,474,383 | BOYAmt |
| EOY | $2,307,127 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,750 | BOYAmt |
| EOY | $3,750 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,871 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,260,919 | BOYAmt |
| EOY | $13,737,910 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,739,052 | BOYAmt |
| EOY | $16,050,658 | 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 | $109,044,777 | BOYAmt |
| EOY | $133,605,898 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,110,280 | BOYAmt |
| EOY | $10,771,405 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,155,057 | BOYAmt |
| EOY | $144,377,303 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,894,109 | BOYAmt |
| EOY | $160,427,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,969,759 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,174,998 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13,077,489 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,850,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,676,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,227,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,118,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,596,515 | CurrentTaxYearAmt |
| Total | $98,468,765 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $611,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $617,718 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $613,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $610,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635,351 | CurrentTaxYearAmt |
| Total | $3,088,520 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,462,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,293,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,840,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,728,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,231,866 | CurrentTaxYearAmt |
| Total | $101,557,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,365,069 | SubstantialContributorsTotAmt |
| Public Support Total170 | $95,192,216 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,858,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,036,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,523,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,375,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,009,674 | CurrentTaxYearAmt |
| Total | $11,804,229 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $113,361,514 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,760,575 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,888,484 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $416,896 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $386,210 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,919,170 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,846,927 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $427,768 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $386,211 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,888,484 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,574,001 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $659,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $386,250 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,846,927 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,857,819 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$283,818 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,574,001 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,711,306 | BeginningYearBalanceAmt |
| Contributions | $107,329 | ContributionsAmt |
| Investment Earnings Or Losses | $39,184 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,857,819 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,189,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,133,966 | DepreciationAmt |
| Book Value | $56,005 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,575,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $466,304 | DepreciationAmt |
| Book Value | $4,109,060 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,165,065 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUND | $12,992,331 | F |
| BENEFICIAL INTEREST IN TRUST | $660,898 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,653,229 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ED AND FIN ASST LOANS | Desc |
| Book Value | $14,358,459 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $14,358,459 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION RELATED LIABILITIES | $13,313,799 |
| ANNUITY PAYABLE | $424,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,737,910 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,413,101 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,174,998 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $635,351 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $30,696 | OtherRevenueAmt |
| Revenue Not Reported | $5,841,045 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,572,056 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $638,318 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $638,318 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,210,374 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,190,855 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $635,351 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $635,351 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,555,504 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $638,318 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $13,046,793 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,685,111 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,240,615 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | AS DIRECTED BY THE DONOR. |
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT THE SOCIETY HAS PROPERLY MAINTAINED ITS EXEMPT STATUS. IN ADDITION, THE SOCIETY HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN TRUST HELD BY THIRD PARTY 30,696. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PENSION RELATED CHARGES OTHER THAN NET PERIOD PENSION COSTS 13,041,541. RETURN GRANTS 5,252. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | 1 | 0 | INVESTMENTS IN REGION | $12,992,331 | |
| EAST ASIA & PACIFIC | 10 | 8 | PROGRAM SERVICES, GRANTS TO RECIPIENTS IN REGION | $363,000 | PROVIDE MEMBERS OF THE US NAVY, US MARINE CORPS, AND ELIGIBLE FAMILY MEMBERS WITH PERSONAL FINANCIAL MANAGEMENT AWARENESS AND EMERGENCY FINANCIAL ASSISTANCE AS NEEDED. ALSO PROVIDE A VISITING NURSE PROGRAM AND OPERATE THRIFT SHOPS AT SOME LOCATIONS. |
| EUROPE | 7 | 4 | PROGRAM SERVICES, GRANTS TO RECIPIENTS IN REGION | $203,000 | PROVIDE MEMBERS OF THE US NAVY, US MARINE CORPS, AND ELIGIBLE FAMILY MEMBERS WITH PERSONAL FINANCIAL MANAGEMENT AWARENESS AND EMERGENCY FINANCIAL ASSISTANCE AS NEEDED. ALSO PROVIDE A VISITING NURSE PROGRAM AND OPERATE THRIFT SHOPS AT SOME LOCATIONS. |
| MIDDLE EAST & NORTH AFRICA | 1 | 1 | PROGRAM SERVICES, GRANTS TO RECIPIENTS IN REGION | $64,000 | PROVIDE MEMBERS OF THE US NAVY, US MARINE CORPS, AND ELIGIBLE FAMILY MEMBERS WITH PERSONAL FINANCIAL MANAGEMENT AWARENESS AND EMERGENCY FINANCIAL ASSISTANCE AS NEEDED. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 19 | SubtotalOfficesCnt |
| Subtotal Employees | 13 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 19 | TotalOfficeCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Subtotal Spent | $13,622,331 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,622,331 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| EDUCATIONAL AND FINANCIAL ASSISTANCE OUTSIDE THE US | EAST ASIA & PACIFIC | 7 | $3,278 | CHECK |
| EDUCATIONAL AND FINANCIAL ASSISTANCE OUTSIDE THE US | MIDDLE EAST AND NORTH AFRICA | 4 | $2,206 | CHECK |
| EDUCATIONAL AND FINANCIAL ASSISTANCE OUTSIDE THE US | EUROPE | 2 | $569 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PAYMENTS ON GRANTS TO INDIVIDUALS ARE PRIMARILY MADE PAYABLE TO THIRD PARTIES. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1ST DEGREE MARKETING & PUBLIC RELATIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16900 SCIENCE DR STE 210 | AddressLine1Txt |
| City | BOWIE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING PLANNING AND ANALYSIS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $215,939 | RetainedByContractorAmt |
| Net To Organization | -$215,939 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $215,939 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$215,939 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| EDUCATIONAL AND FINANCIAL ASSISTANCE | 4286 | $3,971,899 | |||
| 9-11 SURVIVOR GRANT | 1 | $125,000 | |||
| LOANS CONVERTED TO GRANTS | 209 | $235,625 | |||
| COMMUNITY GRANTS | 227 | $28,180 | FMV | GIFT CARDS & ASSISTANCE ITEMS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PAYMENTS ON GRANTS TO INDIVIDUALS ARE PRIMARILY MADE PAYABLE TO THIRD PARTIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIE L WILLIAMS | ||||||||||||||
| VICE PRESIDENT, CIO | $191,117 | $0 | $0 | $0 | $774 | $0 | $57,075 | $0 | $54,425 | $0 | $303,391 | $0 | $0 | $0 |
| LTGEN JACK KLIMP USMCRET | ||||||||||||||
| PRESIDENT/CEO | $265,433 | $0 | $0 | $0 | $3,708 | $0 | $15,926 | $0 | $1,967 | $0 | $287,034 | $0 | $0 | $0 |
| ANN CREEDEN | ||||||||||||||
| DIRECTOR, TRAINING & CASEWORK DIV | $139,404 | $0 | $0 | $0 | $757 | $0 | $90,534 | $0 | $33,883 | $0 | $264,578 | $0 | $0 | $0 |
| DAWN CUTLER | ||||||||||||||
| VICE PRESIDENT, COO | $219,931 | $0 | $0 | $0 | $774 | $0 | $12,049 | $0 | $5,228 | $0 | $237,982 | $0 | $0 | $0 |
| JODI L BRIGGS | ||||||||||||||
| SR NETWORK ENGINEER | $137,751 | $0 | $0 | $0 | $264 | $0 | $29,701 | $0 | $42,447 | $0 | $210,163 | $0 | $0 | $0 |
| GILLIAN GONZALEZ | ||||||||||||||
| VICE PRESIDENT, CDCO | $156,168 | $0 | $0 | $0 | $312 | $0 | $9,778 | $0 | $22,958 | $0 | $189,216 | $0 | $0 | $0 |
| GIRISH PILLAI | ||||||||||||||
| DIRECTOR, SOFTWARE DEV & ENT ARCHITE | $169,247 | $0 | $0 | $0 | $214 | $0 | $10,227 | $0 | $2,567 | $0 | $182,255 | $0 | $0 | $0 |
| ELIZABETH SUAREZ | ||||||||||||||
| DIRECTOR, DEVELOPMENT | $138,120 | $0 | $0 | $0 | $746 | $0 | $8,648 | $0 | $33,017 | $0 | $180,531 | $0 | $0 | $0 |
| CHRISTOPHER DOUR | ||||||||||||||
| VICE PRESIDENT, CAO | $162,075 | $0 | $0 | $0 | $581 | $0 | $9,864 | $0 | $5,040 | $0 | $177,560 | $0 | $0 | $0 |
| CAROLYN BAUER | ||||||||||||||
| CFO | $159,241 | $0 | $0 | $0 | $554 | $0 | $9,554 | $0 | $1,456 | $0 | $170,805 | $0 | $0 | $0 |
| BRENDA SULLIVAN | ||||||||||||||
| DIRECTOR, HR (TO JUL '21) | $97,107 | $0 | $0 | $0 | $53,695 | $0 | $7,566 | $0 | $4,357 | $0 | $162,725 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SOCIETY PURCHASES A WHOLE LIFE INSURANCE POLICY FOR OFFICERS AND PAYS THE PREMIUMS AS LONG AS THE OFFICER REMAINS IN HIS OR HER POSITION FOR 5 YEARS OR LONGER. BECAUSE THE PREMIUMS ARE A TAXABLE FRINGE BENEFIT, THE SOCIETY REIMBURSES THE EMPLOYEES FOR THE ASSUMED TAX DUE ON THE VALUE OF THE FRINGE BENEFIT AND GROSSES UP THE AMOUNT TO COVER THE TAX ON THE TAX REIMBURSEMENT. |
| PART I, LINE 4A | BRENDA SULLIVAN RECEIVED $53,317 IN SEVERANCE. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $201,595 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $391,836 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, SECTION B: | FORM 990 IS BEING AMENDED TO RECLASSIFY AN AMOUNT ON PART VIII AS "ALL OTHER" CONTRIBUTIONS. TWO CONTRIBUTORS HAVE BEEN REMOVED FROM SCHEDULE B, AS THEY DID NOT MEET THE REQUISITE REPORTING REQUIREMENTS. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING DIRECTORS HAVE A FAMILY RELATIONSHIP: GEN DAVID H. BERGER, USMC AND MRS. DONNA BERGER, 1ST SGT STACIE BLACK, USMC (RET) AND SMMC TROY E. BLACK, USMC, ADM MICHAEL GILDAY, USN AND MRS. LINDA GILDAY, MCPON RUSSELL L. SMITH AND MRS. AMY B. SMITH |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADDITION TO THE ANNUAL DISCLOSURE FORMS REQUIRED OF BOARD MEMBERS (NOT SUBJECT TO PUBLIC FINANCIAL DISCLOSURE FORM (SF 278)), COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES ARE REQUIRED BY OUR POLICY TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS DISCOVERED. IN ANY POTENTIAL CASE OF CONFLICT OF INTEREST, THE AUDIT COMMITTEE WILL MEET, REVIEW THE FACTS, AND DETERMINE WHETHER AN ACTUAL CONFLICT EXISTS. THE DETERMINATION AS TO WHETHER OR NOT A CONFLICT OF INTEREST EXISTS WILL BE MADE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS OF THE COMMITTEE |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL SOCIETY EMPLOYEES, INCLUDING OFFICERS, ARE INCLUDED ON A "GRADE AND STEP" PAY SCALE SIMILAR TO THE ONE USED BY FEDERAL CIVIL SERVICE. THE COMPENSATION LEVEL FOR EACH POSITION IN THE SOCIETY WAS DEVELOPED BY AN INDEPENDENT COMPENSATION CONSULTANT AND POSITIONS WERE ASSIGNED TO SPECIFIC PAY GRADES. THIS PAY TABLE IS ADJUSTED BY APPLYING AN ANNUAL "WAGE RANGE ADJUSTMENT" DEVELOPED BY HQ STAFF DESIGNED TO KEEP SOCIETY SALARIES COMPETITIVE AND IN LINE WITH THE COMPENSATION LEVELS OF OTHER NON-PROFITS. COMPENSATION FOR ALL SOCIETY EMPLOYEES IS REVIEWED IN DETAIL AND APPROVED ANNUALLY BY THE FULL BOARD OF DIRECTORS AT THE DECEMBER MEETING. A THIRD PARTY FIRM WAS CONTRACTED TO PERFORM A COMPENSATION STUDY IN 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHARGES OTHER THAN NET PERIOD PENSION COSTS 13,041,541. CHANGE IN BENEFICIAL INTEREST IN TRUST HELD BY THIRD PARTY 30,696. RETURN GRANTS 5,252. |
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