2020-05-07T11:41:35-05:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2019-01-01 520899384 NATIONAL MILITARY FAMILY ASSOCIATION NATI 7039316632 2800 EISENHOWER AVE NO 250 ALEXANDRIA VA 22314 TINA JONAS CHAIRMAN 7039316632 2020-05-07 1 LISA STOVER P01884701 5712279500 2020-05-07 67.137.57.251 2020-05-07 12:41:09 ED 5498842020128032be25 2020-05-07 P 0514B758026FFB4303D1E4DFF3C58ED2768E19CE 2133D0EBAFB53FCF2392F5AD4E899C8767C52AD0 2019 2020-09-23 17:36:50Z TINA JONAS 2800 EISENHOWER AVE NO 250 ALEXANDRIA VA 22314 5636580 0 X WWW.MILITARYFAMILY.ORG X 1969 VA WE EMPOWER MILITARY FAMILIES TO MEET THE CHALLENGES OF UPROOTING, WARTIME SEPARATIONS AND LOSS. 16 16 30 472 0 0 5157531 4771777 0 0 290206 230842 31610 -42812 5479347 4959807 643242 789903 0 0 2094766 1999514 0 0 557414 1823899 2208298 4561907 4997715 917440 -37908 7945732 8374398 495071 273406 7450661 8100992 WE GUIDE FAMILIES OF THE UNIFORMED SERVICES, INCLUDING THOSE OF THE DEPLOYED, WOUNDED AND FALLEN, THROUGH STRESSFUL TIMES BY PROVIDING CHILDREN'S AND FAMILY PROGRAMS, FINANCIAL HELP, ADVICE, AND ADVOCACY. 0 0 2458310 789903 STRENGTHENING AND HEALING MILITARY FAMILIES: WE STRENGTHEN AND REBUILD FAMILIES AS THEY ADDRESS THE CHALLENGES OF MILITARY SERVICE, ESPECIALLY THOSE CAUSED BY THE PAST 19 YEARS OF WAR. CONTINUED DEPLOYMENTS TO COMBAT ZONES, VISIBLE AND INVISIBLE WOUNDS, FAR-OFF ASSIGNMENTS AND TRAINING LEAVE MILITARY FAMILIES EMOTIONALLY, PHYSICALLY AND FINANCIALLY STRAINED. OUR PROGRAMS HELP FAMILY MEMBERS, INDIVIDUALLY AND COLLECTIVELY, DEVELOP SKILLS AND CONNECTIONS TO ADDRESS THE NEXT CHALLENGES, AND HELP MILITARY SPOUSES PURSUE MEANINGFUL CAREERS TO REDUCE FINANCIAL STRESS. NEARLY 2,500 FAMILY MEMBERS ATTENDED OUR 2019 OPERATION PURPLE CAMPS AND FAMILY RETREATS, AND MORE THAN 900 MILITARY SPOUSES-INCLUDING SPOUSES OF WOUNDED AND FALLEN SERVICE MEMBERS--RECEIVED SCHOLARSHIPS FOR EDUCATION OR CERTIFICATIONS. 871220 CREATING CHANGE: WE WORK WITH POLICYMAKERS AT ALL LEVELS OF GOVERNMENT TO MAKE SURE MILITARY FAMILIES HAVE ACCESS TO THE RESOURCES, TOOLS AND BENEFITS THEY NEED FOR A SUCCESSFUL MILITARY LIFE. WE EDUCATE OUR ELECTED OFFICIALS ON THE MILITARY LIFESTYLE AND WORK WITH THEM TO FIND SOLUTIONS TO THE CHALLENGES MILITARY FAMILIES' FACE IN THEIR DAILY LIVES. WE ENGAGE WITH MILITARY FAMILIES AND WORK WITH THEM TO SHARE THEIR STORIES AND IMPROVE SUPPORT IN ALL AREAS OF MILITARY LIFE, INCLUDING (BUT NOT LIMITED TO): ASSISTING FAMILY MEMBERS CARING FOR THE WOUNDED, INCREASED ACCESS TO QUALITY HEALTH CARE, AND EDUCATION SUPPORT FOR CHILDREN. WE ADVISE FAMILIES ABOUT FINANCES, MEDICAL CARE, MENTAL HEALTH, RESPITE CARE, AND OTHER AVAILABLE AID AS THEY COPE WITH THE LINGERING EFFECTS OF WAR AND THE MILITARY LIFESTYLE. 776824 ENGAGING COMMUNITIES: WE CONNECT WITH MILITARY FAMILIES, LISTEN TO THEIR NEEDS AND HELP COMMUNITIES FIND BETTER WAYS TO SUPPORT THEM. OUR DIGITAL PRESENCE AND IN-PERSON PROGRAMMING, WITH A REACH OF 750,000 ACROSS CHANNELS, PROVIDES AN OPPORTUNITY FOR DIALOGUE ON THE ISSUES IMPACTING MILITARY FAMILIES MOST. WITH THEIR INPUT AND NEEDS IN MIND, WE ENGAGE WITH PARTNERS AROUND THE COUNTRY TO HELP SUPPORT MILITARY FAMILIES, INCLUDING SURVIVORS AND CAREGIVERS, AS THEY NAVIGATE FREQUENT MOVES, DEPLOYMENTS, AND EVENTUALLY THE TRANSITION OUT OF THE MILITARY. 4106354 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 0 1 1 0 AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WV WI AL X X ASHISH VAZIRANI 7039316632 2800 EISENHOWER AVENUE SUITE 250 ALEXANDRIA VA 22314 BESA PINCHOTTI SR. DIRECTOR OF ADVANCEMENT 45.00 X 132829 0 1931 JOYCE WESSEL RAEZER EXECUTIVE DIRECTOR 45.00 X 85281 0 2028 ASHISH VAZIRANI EXECUTIVE DIRECTOR/CEO 45.00 X 54097 0 5552 TINA JONAS CHAIRMAN 4.60 X X 0 0 0 MICHAEL HIGGINS VICE CHAIRMAN 3.60 X X 0 0 0 FRANK CUMBERLAND CORPORATE SECRETARY 3.80 X X 0 0 0 HARRY THIE TREASURER 4.50 X X 0 0 0 DIANE ALTENBURG GOVERNOR 1.40 X 0 0 0 SID ASHWORTH GOVERNOR 0.50 X 0 0 0 KELLY HENRY GOVERNOR 0.80 X 0 0 0 SUZANNE LEDERER GOVERNOR 0.40 X 0 0 0 GAIL MCGINN EX-OFFICIO MEMBER 0.80 X 0 0 0 GENE MIGLIACCIO GOVERNOR 0.80 X 0 0 0 STEPHANIE MURPHY GOVERNOR 2.30 X 0 0 0 MEG O'GRADY LEFT BEFORE YEAR END GOVERNOR 2.00 X 0 0 0 HOLLY PETRAEUS GOVERNOR 1.30 X 0 0 0 J PAUL REASON GOVERNOR 2.30 X 0 0 0 DANA RICHARDSON GOVERNOR 0.80 X 0 0 0 STEPHEN SCROGGS GOVERNOR 4.10 X 0 0 0 TOM STANNERS GOVERNOR 13.00 X 0 0 0 MARY LYNN STEVENS GOVERNOR 5.00 X 0 0 0 272207 0 9511 1 0 0 0 KORN FERRY 33 S 6TH STREET SUITE 4900 MINNEAPOLIS MN 554023716 EXECUTIVE SEARCH 107883 1 61987 193609 735045 3781136 15804 4771777 127100 127100 50000 50000 659495 555753 103742 103742 103742 27677 735045 121020 -93343 -93343 MISCELLANEOUS 900099 531 531 531 4959807 0 0 188030 789903 789903 147608 102616 27612 17380 1633423 1236000 149937 247486 9900 7581 805 1514 67569 52113 5092 10364 141014 109905 9705 21404 102753 86468 7943 8342 37926 37926 21283 9897 5654 5732 150084 140575 226 9283 34885 25145 2804 6936 140780 101015 3002 36763 188893 120368 47384 21141 97989 88800 1388 7801 60844 58070 2740 34 32899 24674 3290 4935 16814 6182 10018 614 CAMP AND FAMILY RETREAT 857539 857539 OUTSIDE CONSULTANTS 304763 191818 6314 106631 PRINTING AND PUBLICATIO 88381 62405 342 25634 MAIL AND POSTAGE SERVIC 72465 35280 11765 25420 4997715 4106354 333947 557414 67 68 2517825 2099566 428507 474869 21934 39770 57464 447906 390397 76302 57509 4422521 5182072 448510 459021 12230 21895 7945732 8374398 204501 200417 271227 18219 19343 54770 495071 273406 X 6362290 7285291 1088371 815701 7450661 8100992 7945732 8374398 -37908 688239 0 X 0 1 X 1 0 X 4779146 4510646 4260594 5157531 4771777 23479694 4779146 4510646 4260594 5157531 4771777 23479694 107184 23372510 257485 220129 314733 185199 177100 1154646 66063 53201 51548 4788 531 176131 24810471 6550 0.94200 0.94480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ROYALTIES OTHER - 2015 AMOUNT: $ 66,063. 2016 AMOUNT: $ 53,201. 2017 AMOUNT: $ 51,548. OTHER - 2018 AMOUNT: $ 4,788. 2019 AMOUNT: $ 531. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3394 3394 4994323 4997717 399886 99972 0 0 414411 374584 378156 399886 1567037 2350556 3789 3960 1212 3394 12355 103603 93646 94539 99972 391760 587640 4422521 18710 905294 164453 5182072 4750627 13064 -158736 182434 4422521 4471718 25889 604303 351283 4750627 4194010 45616 243365 11273 4471718 4240754 39650 -44711 41683 4194010 1.00000 0 0 264331 216243 48088 183575 174154 9421 57509 CERTIFICATES OF DEPOSIT 459021 F 459021 DEFERRED RENT LIABILITY 33613 DEFERRED MOVING ALLOWANCE 21157 54770 X 5380089 688238 21390 709628 4670461 37926 251420 289346 4959807 4729760 21390 -251419 -230029 4959789 37926 37926 4997715 PART V, LINE 4: THE GENERAL RESERVE FUND WAS ESTABLISHED TO PROVIDE FINANCIAL STABILITY OF THE ASSOCIATION AND TO PROVIDE FOR PROGRAM ADMINISTRATIVE SUPPORT. THE SCHOLARSHIP FUND WAS ESTABLISHED TO PROVIDE FINANCIAL STABILITY AND INCOME TO SUPPORT THE ASSOCIATION'S SCHOLARSHIP PROGRAM. PART X, LINE 2: NO PROVISION HAS BEEN MADE FOR INCOME TAXES, SINCE THE ASSOCIATION HAS DETERMINED TO BE EXEMPT FROM INCOME TAX PURSUANT TO INTERNAL REVENUE CODE SECTION 501(3). THERE WAS NO UNRELATED BUSINESS TAXABLE INCOME DURING THE YEAR ENDED DECEMBER 31, 2018. THE ASSOCIATION FILES ITS INFORMATION TAX RETURN FOR FEDERAL REPORTING PURPOSES. THE ASSOCIATION IS NOT UNDER AUDIT BY ANY INCOME TAX JURISDICTION. FASB ASC 740, INCOME TAXES, REQUIRES CHANGES IN RECOGNITION AND MEASUREMENT FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT IT CURRENTLY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. IF THE POSITION CHANGES, THE ASSOCIATION WILL ADDRESS THE IMPACT OF ANY SUCH MATTERS ON ITS STATEMENT OF FINANCIAL POSITION AND ITS RESULTS OF OPERATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 251,420. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -251,419. 50TH ANNIVERSARY GALA 762722 735045 27677 6957 71938 42125 762722 735045 27677 6957 71938 42125 121020 -93343 1 SCHOLARSHIPS 772 789903 CASH PART 1, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN U.S. ALL SELECTED SCHOLARSHIP RECIPIENTS MUST PROVIDE EVIDENCE PROVING THAT THEY ARE A MILITARY SPOUSE AND THUS, ELIGIBLE FOR THE SCHOLARSHIP. THEY MUST ALSO FURNISH THE COMPLETE ADDRESS AND CONTACT INFORMATION FOR THEIR SCHOOLS' BURSAR OR FINANCE OFFICE, AS WELL AS THEIR STUDENT ID NUMBER. THE SCHOLARSHIP CHECKS ARE NORMALLY MADE PAYABLE TO THE INSTITUTION OF HIGHER LEARNING AND MUST BE USED WITHIN A 12 MONTH PERIOD. FUNDS ARE RETURNED IF THEY ARE NOT FULLY USED OR IF THE RECIPIENTS DO NOT REGISTER FOR CLASSES. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF GOVERNORS (BOG) HAS CREATED AN EXECUTIVE COMMITTEE CONSISTING OF THE FOUR BOG ELECTED OFFICERS. WHEN A MATTER ARISES BETWEEN REGULAR MEETINGS OF THE BOG, AND TIME SENSITIVITY MAKES DELAY UNTIL A REGULARLY SCHEDULED BOG MEETING UNACCEPTABLE, THE CHAIR WILL NOTIFY BOG MEMBERS THAT THE MATTER WILL BE DECIDED AT AN EXECUTIVE COMMITTEE MEETING, WHICH ANY BOG MEMBER MAY ATTEND. HOWEVER, ONLY THE MEMBERS OF THE EXECUTIVE COMMITTEE MAY VOTE FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION IS OPEN TO ALL PERSONS WHO, THROUGH THE MAKING OF A SPECIFIED CONTRIBUTION, EXPRESS AN INTEREST IN THE QUALITY OF LIFE OF THE FAMILIES AND MEMBERS OF THE UNIFORMED SERVICES OF THE UNITED STATES, EACH MEMBER IS ENTITLED TO ONE VOTE UPON ANY MATTER SUBMITTED TO ASSOCIATION MEMBERS FOR A VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL MEMBERSHIP MAY REQUEST FOR A SPECIAL MEETING AND MUST VOTE ON ANY PROPOSAL TO DISSOLVE THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT IS AVAILABLE, IT IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEES OF THE BOARD OF GOVERNORS, THE EXECUTIVE DIRECTOR, AND BY THE ENTIRE BOARD OF GOVERNORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION HAS A DETAILED CONFLICT OF INTEREST POLICY COVERING THE BOARD OF GOVERNORS. ANNUALLY A DISCLOSURE STATEMENT MUST BE FILED BY EACH GOVERNOR. THE CORPORATE SECRETARY MONITORS COMPLIANCE AND REMINDS THE GOVERNORS WHO MAY HAVE TO FILE THEIR STATEMENT. NO ONE MAY HOLD AN OFFICE IN THE ASSOCIATION IF IDENTIFICATION WITH ANOTHER ORGANIZATION PRESENTS A CONFLICT OF INTEREST AS DETERMINED BY THE BOG. ANYONE WHO MIGHT BE PERSONALLY AND SUBSTANTIALLY AFFECTED BY THE OUTCOME OF AN ISSUE WILL ABSTAIN FROM THE VOTE AND MAY BE ASKED TO WITHDRAW FROM A MEETING DURING THE CONSIDERATION OF THAT ISSUE. IN ADDITION, THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ASSOCIATION'S GENERAL POLICIES DOCUMENT AND THE HUMAN RESOURCES POLICY HANDBOOK, WHICH EACH EMPLOYEE MUST CERTIFY HAS BEEN READ. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF GOVERNORS PERIODICALLY REVIEWS AN ANALYSIS OF COMPENSATION DATA FOR THE CEO TO ENSURE THAT COMPENSATION IS COMPETITIVE AND MARKET CONSISTENT. THE ANALYSIS USES COMPENSATION SURVEY DATA AND COMPARES COMPENSATION RATES FOR COMPARABLY STRUCTURED ORGANIZATIONS AND JOB TITLES. CEO JOB PERFORMANCE IS EVALUATED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15: THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF GOVERNORS ANNUALLY REVIEWS AN ANALYSIS OF COMPENSATION DATA COLLECTED TO ENSURE THAT SALARIES ARE COMPETITIVE AND MARKET CONSISTENT FOR KEY EMPLOYEES. JOBS ARE ASSIGNED TO A WORK LEVEL BASED ON THE SKILLS AND EXPERIENCE REQUIRED FOR THE POSITION. EACH WORK LEVEL HAS A SALARY RANGE AND COMPENSATION WITHIN THE RANGE IS DETERMINED BASED ON PERFORMANCE AND EXPERIENCE. JOB PERFORMANCE IS REVIEWED AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, APPLICATION FOR EXEMPTION, FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE ALSO READILY AVAILABLE ON OUR WEBSITE AND VARIOUS OTHER PUBLIC INTEREST WEBSITES. THE FORM 1023 IS NOT AVAILABLE ON THE ORGANIZATION'S WEBSITE, BUT IS AVAILABLE UPON REQUEST