2019-10-15T11:37:35-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-01-01 520899384 NATIONAL MILITARY FAMILY ASSOCIATION NATI 7039316632 2800 EISENHOWER AVE NO 250 ALEXANDRIA VA 22314 TINA JONAS CHAIRMAN 7039316632 2019-10-07 MICHAELA CROMAR P00444822 5712279500 67.137.57.251 2019-10-07 11:44:42 ED P A31B8943A14933A3BF1B290C164803F9A7DCE6A3 88FC096EEAA4AA34D2309BD4BFC487DBE06F0B48 2018 2020-03-31 21:24:44Z X TINA JONAS 2800 EISENHOWER AVE NO 250 ALEXANDRIA VA 22314 5783060 0 X WWW.MILITARYFAMILY.ORG X 1969 VA WE EMPOWER MILITARY FAMILIES TO MEET THE CHALLENGES OF UPROOTING, WARTIME SEPARATIONS AND LOSS. 17 17 34 430 0 0 4260594 5157531 0 0 314733 290206 51547 31610 4626874 5479347 552039 643242 0 0 2206270 2094766 0 0 564265 1729018 1823899 4487327 4561907 139547 917440 8078014 7945732 1107641 495071 6970373 7450661 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 2147613 643242 STRENGTHENING AND HEALING FAMILIES: WE STRENGTHEN CHILDREN AND FAMILIES EMOTIONALLY STRAINED BY DEPLOYMENTS TO COMBAT ZONES AND OTHER FAR-OFF ASSIGNMENTS. WE WORK TO REBUILD FAMILIES SCARRED BY VISIBLE AND INVISIBLE WOUNDS CAUSED BY THE PAST 18 YEARS OF WAR. WE ALSO HELP MILITARY SPOUSES PURSUE MEANINGFUL CAREERS TO BETTER SUPPORT THEIR FAMILIES AND REDUCE FINANCIAL STRESS. 2,000 CHILDREN AND FAMILY MEMBERS ATTENDED OUR 2018 OPERATION PURPLE CHILDREN'S CAMPS AND FAMILY RETREATS, AND MORE THAN 900 SPOUSES-INCLUDING SPOUSES OF WOUNDED AND FALLEN SERVICE MEMBERS--RECEIVED SCHOLARSHIPS OR IN-KIND SUPPORT FOR EDUCATION OR WORKFORCE TRAINING. 912985 ENGAGING COMMUNITIES: FAMILIES OF THE UNIFORMED SERVICES OFTEN FEEL OVERWHELMED SIFTING THROUGH THE COMPLEX RESOURCES AVAILABLE TO SUPPORT THEM. WE CONNECT FAMILIES WITH CRITICAL INFORMATION AND PROVIDE A PLATFORM FOR OPEN DIALOGUE ON THE ISSUES IMPACTING FAMILIES THROUGH OUR WORLDWIDE NETWORK OF VOLUNTEERS, OUR WEBSITE AND SOCIAL MEDIA CHANNELS. THROUGH THESE RESOURCES, WE HELP MILITARY FAMILIES, INCLUDING SURVIVORS AND CAREGIVERS, CONNECT WITH WHAT THEY NEED TO NAVIGATE FREQUENT MOVES, DEPLOYMENTS, AND EVENTUALLY THE TRANSITION OUT OF THE MILITARY. WE ANTICIPATE FAMILIES' NEEDS WITH VETTED INFORMATION FROM TRUSTED PARTNERS AND GOVERNMENT PROGRAMS. WE HELP COMMUNITIES FIND WAYS TO SUPPORT TROOPS, VETERANS, AND THEIR FAMILIES. 692753 CREATING CHANGE: WE WORK WITH THE DEPARTMENTS OF DEFENSE AND VETERANS AFFAIRS, WHITE HOUSE, CONGRESS AND OTHER LEADERS, PROVIDING INPUT TO IMPROVE THE LIVES OF FAMILIES OF THE UNIFORMED SERVICES ON A BROAD SCALE. WE TESTIFY BEFORE CONGRESS AND STATE LEGISLATURES AND ACHIEVE CHANGES TO LAWS THAT IMPACT FAMILIES OF THE UNIFORMED SERVICES' DAILY LIVES. WE ENGAGE WITH FAMILIES OF THE UNIFORMED SERVICES AND WORK WITH THEM TO SHARE THEIR STORIES AND IMPROVE SUPPORT IN ALL AREAS OF MILITARY LIFE, INCLUDING: ASSISTING FAMILY MEMBERS THAT ARE 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. 3753351 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 1 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 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X BESA PINCHOTTI 7039316632 2800 EISENHOWER AVENUE SUITE 250 ALEXANDRIA VA 22314 GAIL MCGINN CHAIR 4.70 X X 0 0 0 TINA JONAS VICE CHAIR 7.00 X X 0 0 0 ELIZABETH ROSBORG CORPORATE SECRETARY 3.00 X X 0 0 0 HARRY THIE TREASURER 5.00 X X 0 0 0 FRANK CUMBERLAND GOVERNOR 4.00 X 0 0 0 KELLY HNERY GOVERNOR 2.00 X 0 0 0 MICHAEL HIGGINS GOVERNOR 4.00 X 0 0 0 SUZANNE LEDERER GOVERNOR 1.00 X 0 0 0 GENE MIGLIACCIO GOVERNOR 1.00 X 0 0 0 STEPHANIE MURPHY GOVERNOR 2.00 X 0 0 0 MEG O'GRADY GOVERNOR 2.00 X 0 0 0 HOLLISTER PETRAEUS GOVERNOR 1.00 X 0 0 0 DANA RICHARDSON GOVERNOR 1.00 X 0 0 0 PAUL REASON GOVERNOR 2.00 X 0 0 0 STEPHEN SCROGGS GOVERNOR 4.00 X 0 0 0 THOMAS STANNERS GOVERNOR 20.00 X 0 0 0 MARY LYNN STEVENS GOVERNOR 2.00 X 0 0 0 JOYCE WESSEL RAEZER EXECUTIVE DIRECTOR 45.00 X 119020 0 2886 COURT OGILVIE CHIEF OPERATING OFFICER 45.00 X 137655 0 11303 JENNIFER PUSATERE DEVELOPMENT DIRECTOR 45.00 X 126642 0 3194 383317 0 17383 3 0 0 0 KETCHUM INC 912 FORT DUQUESNE BLVD 4TH FLOOR PITTSBURGH PA 15222 RESEARCH DEVELOPMENT 128426 BLACKBAUD INC PO BOX 930256 ATLANTA GA 311930256 SOFTWARE & WEBSITE 102469 2 26014 551117 47100 4533300 1895 5157531 135199 135199 50000 50000 428992 273985 155007 155007 155007 6550 47100 29728 -23178 -23178 MISCELLANEOUS 900099 4788 4788 4788 5479347 0 0 321816 643242 643242 262754 218086 10510 34158 1594181 1186825 116867 290489 8250 5025 1721 1504 79465 52478 14794 12193 150116 115935 4795 29386 5530 3895 738 897 147753 122635 7388 17730 37533 37533 16658 3175 911 12572 138779 136969 1177 633 18417 13317 2161 2939 66194 46623 8835 10736 151115 113271 8793 29051 58900 54895 2834 1171 42009 39255 2032 722 39785 36400 1528 1857 14057 9901 1876 2280 CAMP AND FAMILY RETREAT 560929 560929 OUTSIDE CONSULTANTS 255743 181743 5345 68655 WEBSITE AND COMMUNICATI 184990 155221 7698 22071 PRINTING AND PUBLICATIO 48722 38877 1526 8319 36785 14654 5229 16902 4561907 3753351 244291 564265 100 67 2743896 2517825 428507 15625 0 68975 39770 457507 381205 48380 76302 4750627 4422521 438180 448510 12231 12230 8078014 7945732 189607 204501 878508 271227 39526 19343 1107641 495071 X 6459451 6362290 510922 1088371 6970373 7450661 8078014 7945732 917440 -437152 0 X 0 1 X 1 0 X 3745265 4779146 4510646 4260594 5157531 22453182 3745265 4779146 4510646 4260594 5157531 22453182 24848 22428334 71851 257485 220129 314733 185199 1049397 59531 66063 53201 51548 4788 235131 23737710 6550 0.94480 0.93650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ROYALTIES OTHER - 2014 AMOUNT: $ 59,531. 2015 AMOUNT: $ 66,063. 2016 AMOUNT: $ 53,201. 2017 AMOUNT: $ 51,548. OTHER - 2018 AMOUNT: $ 4,788. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1212 1212 4561907 4563119 378156 94539 0 0 411186 414411 374584 378156 1578337 2367506 4304 3789 3960 1212 13265 102797 103603 93646 94539 394585 591878 101 101 4750627 13064 -158736 182434 4422521 4471718 25889 604303 351283 4750627 4194010 45616 243365 11273 4471718 4240754 39650 -44711 41683 4194010 3957367 37288 286285 40186 4240754 1.00000 0 0 276640 221503 55137 180867 159702 21165 76302 CERTIFICATES OF DEPOSIT 448510 F 448510 DEFERRED RENT LIABILITY 17464 OTHER DEFERRED INCOME 1879 19343 X 5065045 -437153 30656 -406497 5471542 37533 -29728 7805 5479347 4584758 30656 29728 60384 4524374 37533 37533 4561907 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 -29,728. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 29,728. LEADERSHIP BREAKFAST 53650 47100 6550 2650 24688 2390 53650 47100 6550 2650 24688 2390 29728 -23178 1 SCHOLARSHIPS 567 643242 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. THE EXECUTIVE COMMITTEE SHALL MEET AS NEEDED, AT THE CALL OF THE CHAIRMAN, TO ACT FOR THE BOARD IN SUCH MATTERS THAT IN THE JUDGEMENT OF THE CHAIRMAN MAY NOT BE DELAYED UNTIL THE NEXT BOG MEETING. 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 SPECIAL MEETINGS AND MUST VOTE ON ANY PROPOSAL TO DISSOLVE THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 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 A SPECIAL COMMITTEE OF THE BOARD OF GOVERNORS PERIODICALLY CONDUCTS A COMPENSATION STUDY CONSIDERING HOW CURRENT JOB TITLES AND DESCRIPTIONS COMPARE WITH THOSE OF THE SIMILAR ORGANIZATIONS, LOCAL PAY PRACTICES, FEDERAL GOVERNMENT PAY RATES, AND BUDGETARY CONSTRAINTS. JOB PERFORMANCE IS REVIEWED AND RATED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15: A SPECIAL COMMITTEE OF THE BOARD OF GOVERNORS PERIODICALLY CONDUCTS A COMPENSATION STUDY CONSIDERING HOW CURRENT JOB TITLES AND DESCRIPTIONS COMPARE WITH THOSE OF THE SIMILAR ORGANIZATIONS, LOCAL PAY PRACTICES, FEDERAL GOVERNMENT PAY RATES, AND BUDGETARY CONSTRAINTS. EACH EMPLOYEE IS ASSIGNED A WORK LEVEL WITH A WAGE RANGE THAT ALLOWS FOR TYING INDIVIDUAL COMPENSATION TO SKILLS AND EXPERIENCE. JOB PERFORMANCE IS REVIEWED AND RATED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, APPLICATION FOR EXEMPTION, CONFLICT OF INTEREST POLICY, 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.