2021-11-08T16:30:52-06:00 2021-06-30 592922169 SALTMARSH CLEAVELAND AND GUND 900 NORTH 12TH AVENUE PENSACOLA FL 32501 990 2020-07-01 237078212 AIR FORCE ENLISTED VILLAGE INC AIRF 8506513766 92 SUNSET LANE SHALIMAR FL 325791000 BROOKE MCLEAN PCEO 8506513766 2021-11-08 1 BROOKE MCLEAN 999009999 MOLLY MURPHY CPA P00985783 8504358300 2021-11-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BROOKE MCLEAN 92 SUNSET LANE SHALIMAR FL 325791000 18343887 0 X WWW.AFEV.US X 1967 FL DIRECT SUPPORT OF SPOUSES (WIDOW, WIDOWER) WHICH INCLUDES RENT, MAINTENANCE, OR EXPENSES ASSOCIATED WITH RELOCATING TO AN AFAF AFFIL HOME. 15 14 155 316 0 0 2157551 3867817 8249695 9400464 426632 981758 51391 252623 10885269 14502662 605108 561052 0 0 4532525 4792026 80646 142109 585098 5958124 7608677 11176403 13103864 -291134 1398798 63471642 65783666 46274485 43732838 17197157 22050828 TO PROVIDE DIRECT SUPPORT FOR SURVIVING SPOUSES OF RETIRED AIR FORCE ENLISTED PERSONNEL AND COUPLES WHICH INCLUDES RENT, MAINTENANCE, OR EXPENSES ASSOCIATED WITH RELOCATING TO AN AFAF AFFILIATED HOME. 0 0 6088119 561052 9596404 THE FOUNDATION PROVIDES HOUSING FOR APPROXIMATELY 500 SURVIVING SPOUSES AND RETIRED AIR FORCE ENLISTED PERSONNEL OVER 55 YEARS OF AGE. THE PROGRAM INCLUDES A SUBSIDY FOR RENTAL FEES FOR QUALIFIED RESIDENTS. 3024590 THE ADMINISTRATION OF THE FOUNDATION AND HOUSING UNITS WHICH PROVIDES HOUSING FOR INDIGENT WIDOW/WIDOWERS OF RETIRED AIR FORCE PERSONNEL. 2753742 THE FOUNDATION ALSO PROVIDES PERSONAL SERVICES FOR RESIDENTS SUCH AS MEDICAL SUPPLIES AND MEDICATIONS, TRANSPORTATION, SOCIAL ACTIVITIES, I.E. DINNERS, PICNICS, ARTS & CRAFTS, AND EXERCISE CLASSES FOR THE FOUNDATION'S RESIDENTS. 11866451 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 155 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SANDY LUTYENS 8506136387 92 SUNSET LANE SHALIMAR FL 325791000 TOM RICE DIRECTOR 1.00 X 0 0 0 WADE JOHNSON DIRECTOR 1.00 X 0 0 0 JOANNE BASS MILITARY LIASON 1.00 X 0 0 0 GERALD MURRAY DIRECTOR 1.00 X 0 0 0 MICHAEL CARTON DIRECTOR 1.00 X 0 0 0 NORMAN BROZENICK DIRECTOR 1.00 X 0 0 0 JOSEPH MAST IMMEDIATE PAST CHAIRMAN OF 1.00 X X 0 0 0 SUZIE SCHWARTZ DIRECTOR 1.00 X 0 0 0 ALEXIA BROWN SECRETARY 1.00 X 0 0 0 SANDY LUTYENS TREASURER / CFO 60.00 X X 99446 0 11962 WHITTEN PETERS DIRECTOR 1.00 X 0 0 0 BROOKE MCLEAN PRESIDENT/CEO 60.00 X X 227886 0 5300 JULIA CRUTCHFIELD CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 ALLEN USRY DIRECTOR 1.00 X 0 0 0 CAROLYN KETCHEL DIRECTOR 1.00 X 0 0 0 JOE MARKIN VICE CHAIRMAN OF THE BOARD 1.00 X 0 0 0 WILLIAM TURNER COO 60.00 X X 99908 0 4731 TODD SIMMONS DIRECTOR 1.00 X 0 0 0 427240 0 21993 1 0 1 0 LORD & SON COSTRUCTION INC PO BOX 1808 FT WALTON BEACH FL 32549 CONSTRUCTION 1011588 BRIGHTVIEW LANDSCAPE SERVICES INC PO BOX 740655 ATLANTA GA 303740655 LANDSCAPE 239197 US FOODS PO BOX 405873 ATLANTA GA 303845873 SUPPLY 176712 TAW POWER SYSTEMS INC PO BOX 3381 TAMPA FL 336013381 POWER SYSTEMS 131745 TEG ARCHITECTS 903 SPRING STREET JEFFERSONVILLE IN 47130 ARCHITECT 124491 9 27870 869782 2970165 48238 3867817 RESIDENT SERVICE FEES AND SUBSIDI 532000 9400464 9400464 9400464 124296 124296 4643957 19250 3799195 6550 844762 12700 857462 857462 92163 27870 35480 56683 56683 SETTLEMENT 900099 195940 195940 195940 14502662 9400464 0 1234381 561052 561052 4033619 3552191 261893 219535 66294 66294 457716 427164 20641 9911 234397 209915 11305 13177 24706 14823 9883 67026 40216 26810 142109 142109 44295 27919 16376 54478 45350 9128 9618 9618 400962 360916 34901 5145 616608 591738 24870 40660 3642 31024 5994 29403 28457 946 1299585 1289865 9720 2467866 2436421 31445 492352 463965 28387 REPAIR AND MAINTENANCE 776912 774337 2575 TURNOVER EXPENSES 467555 467555 CONTRACTUAL SERVICES 338271 192181 129827 16263 RESIDENT TRANSPORTATION 35417 35417 442963 277033 2584 163346 13103864 11866451 652315 585098 1789401 1601925 553014 813233 973217 545662 43017 36400 11996 12382 308456 460403 80635109 28598979 52988071 52036130 6754668 10243615 49802 33916 63471642 65783666 1494542 514625 904995 103237 36640187 38377260 7234761 4737716 46274485 43732838 X 12549162 17488512 4647995 4562316 17197157 22050828 63471642 65783666 X 1398798 973693 2481180 X X 1 X 1 X 1 0 X 1971491 2004987 2961722 2157551 3864370 12960121 1971491 2004987 2961722 2157551 3864370 12960121 12960121 237899 246784 236710 166645 124296 1012334 13972455 0.92750 0.91040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 681920 681920 73486323 24573683 48912640 4579848 2757030 1822818 1134983 928578 206405 752035 339688 412347 52036130 EQUITY MUTUAL FUNDS 6634449 F EQUITY COMMON STOCK 12012 F TAXABLE FIXED INCOME MUTUAL FUNDS 2102868 F EQUITY EXCHANGE TRADED FUNDS 1494286 F 10243615 INTEREST RATE SWAP AGREEMENT 4737716 4737716 X 17432972 973693 2481180 3454873 13978099 524563 524563 14502662 12579301 35480 35480 12543821 560043 560043 13103864 PART X, LINE 2: THE VILLAGE HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE, SECTION 501(C) (3) AS A NOT-FOR-PROFIT CORPORATION. THE VILLAGE IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE DISCLOSURE OR ACCRUAL IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -15,865. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 2,497,045. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBSIDIES 560,043. DIRECT EXPENSES OF FUNDRAISING ACTIVITIES -35,480. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING ACTIVITIES 35,480. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBSIDIES 560,043. X X X 1 NEW RIVER COMMUNICATIONS 2977 W BROWARD BLVD FT LAUDERDALE FL 33312 FUNDRAISING CONSULTANTS 0 233350 42365 190985 233350 42365 190985 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY IA GOLF TOURNAMENT 93569 13800 79769 8417 6564 4782 3652 9K RUN 22053 12270 9783 8049 1584 1 4411 1800 2611 2432 120033 27870 92163 18898 6564 4782 5236 35480 56683 0 HOUSING, HEALTHCARE SERVICES, TRANSPORTATION, MEDICATION AND MEDICAL NEED GRANTS ARE GIVEN TO THOSE AIR FORCE WIDOWS WHO ARE FINANCIALLY UNABLE TO PAY FOR THESE SERVICES. 49 561052 FAIR MARKET VALUE; APPRAISAL A PORTION OF RENTAL PAYMENTS AND HEALTHCARE SERVICES IS SUBSIDIZED. 0 0 0 0 0 0 0 0 0 BROOKE MCLEAN PRESIDENT/CEO 170213 0 57673 0 0 0 0 0 5300 0 233186 0 0 0 X VARIOUS ITEMS 72 48238 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A AFEV HAS A NOMINATING COMMITTEE WHO NOMINATES NEW MEMBERS AND THE FULL BOARD VOTES TO APPROVE/DISAPPROVE. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO INVESTMENT STRATEGIES MUST BE APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIVING THE COMPLETED FORM 990 FROM THE ACCOUNTANTS, THE FORM 990 IS E-MAILED TO ALL BOARD MEMBERS TO BE REVIEWED. THE FORM 990 IS PRESENTED AT THE ANNUAL BOARD MEETING. UPON APPROVAL OF THE NECESSARY BOARD MEMBERS, THE FORM 990 IS SIGNED BY THE PCEO. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE FORM IS PRESENTED TO ALL BOARD MEMBERS AT THE TIME OF ELECTION TO THE BOARD AND/OR WHENEVER CONFLICTS ARISE TO DISCLOSE ANY CONFLICTS OF INTEREST. AS DISCLOSURES ARE MADE OR AS CONFLICTS ARISE, THE DISINTERESTED MEMBERS OF THE AFEV EXECUTIVE COMMITTEE MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTIONS ARE APPROPRIATE. THE BOARD RETAINS THE RIGHT TO MODIFY OR REVERSE ANY DETERMINATION MADE BY THE EXECUTIVE COMMITTEE. IN ADDITION, ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY, DURING THE ANNUAL BOARD OF DIRECTORS MEETING, AND ARE REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGEMENT FORM IF ANY CHANGES HAVE OCCURRED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DETERMINES THE PCEO'S COMPENSATION. THE PROCESS INVOLVES INPUT FROM OTHER OFFICERS OF THE CORPORATION ALONG WITH THE PCEO'S RECENT EVALUATIONS, YEARS OF EXPERIENCE, AND ACCOMPLISHMENTS. THE COMPENSATION IS DETERMINED INDEPENDENT OF THE BUDGETING PROCESS. COMPENSATION OF OTHER MANAGEMENT-LEVEL EMPLOYEES IS DETERMINED BY THE PCEO AND APPROVED ANNUALLY BY THE BUDGET COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF L -15,865. CHANGE IN FAIR VALUE OF INTEREST RA 2,497,045. OTHER PART XII LINE 2C THE PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM PREVIOUS YEARS.