2017-05-15T14:19:46-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2016-01-01 464219250 MOAA MILITARY FAMILY INITIATIVE MOAA 7038388102 201 N WASHINGTON STREET ALEXANDRIA VA 22314 REGINA D CHAVIS CFO 7038388102 2017-05-15 1 HEMALI PATEL P01337292 5712279500 67.137.57.251 2017-05-15 13:43:35 ED P 0193DBAD66BF6F6D45B5D44329214E66E0380F81 B29146C413C2E6431BDF5EF371DB7F0B59A7017C 2016 2021-01-29 14:40:06Z LT GEN DANA T ATKINS 201 N WASHINGTON STREET ALEXANDRIA VA 22314 1013283 0 X WWW.MOAA.ORG/FOUNDATION/ X 2013 VA CHARITABLE & EDUCATIONAL PROGRAMS FOR OFFICERS & THEIR FAMILY MEMBERS & SURVIVING SPOUSES. 6 6 0 15 0 0 858426 1013283 0 0 -56 0 0 0 858370 1013283 472750 453887 0 0 244096 251231 0 0 269542 61303 91210 778149 796328 80221 216955 310214 1045503 26347 544681 283867 500822 X CARRY ON CHARITABLE AND EDUCATIONAL PROGRAMS FOR ACTIVE DUTY MILITARY, RESERVE, NATIONAL GUARD, RETIRED, AND FORMER MEMBERS OF THE UNIFORMED SERVICES AND THEIR FAMILY MEMBERS AND SURVIVING SPOUSES. 0 0 136864 136864 0 VOTING EDUCATION - THIS PROGRAM REACHES OUT TO ACTIVE-DUTY FAMILIES, PARTICULARLY MILITARY SPOUSES, TO EDUCATE THEM ABOUT THE ABSENTEE VOTING PROCESS. MOAA CREATED A WEBSITE AND A FORM THAT CAN BE DOWNLOADED TO STREAMLINE THE PROCESS OF OBTAINING AN ABSENTEE BALLOT. 115023 115023 0 CAREER TRANSITION - MOAA PROGRAMS SUPPORTED BY THE FOUNDATION PROVIDE TRAINING, EDUCATION, AND JOB-SEARCH ASSISTANCE TO SERVICE MEMBERS OF ALL RANKS, REGARDLESS OF MOAA MEMBERSHIP, THROUGH CAREER FAIRS, ONSITE CAREER-TRANSITION PRESENTATIONS, A CAREER-NETWORKING GROUP ON LINKEDIN, AND CAREER-SPECIFIC TRANSITION SERVICES. 100000 100000 0 VETERANS DISABILITY ASSISTANCE - MANY FAMILIES WITH A DISABLED SERVICE MEMBER RELY ON VA FINANCIAL ASSISTANCE. DISABILITY COMPENSATION INCREASES BY OVER $6,000 A YEAR, ON AVERAGE, WHEN APPLICANTS RECEIVE HELP FROM A VETERANS SERVICE ORGANIZATION (VSO). MOAA IS PROUD TO SUPPORT THIS CRITICAL AREA AS A CERTIFIED VSO. 2000 2000 MILITARY SPOUSE PROGRAMS - MOAA HAS CREATED A NUMBER OF PROGRAMS - INCLUDING MULTIPLE ANNUAL SYMPOSIA AND ONLINE COMMUNICATION CHANNELS - TO ADDRESS THE FINANCIAL, EDUCATIONAL, AND CAREER NEEDS OF MILITARY SPOUSES. A MAJOR FOCUS IN THE YEARS AHEAD WILL BE MILITARY SPOUSE EMPLOYMENT. 40000 CAREGIVERS GUIDE - THE MAIN FOCUS OF THIS PROGRAM IS TO PROVIDE FINANCIAL AND LEGAL SUPPPORT TO THE MILITARY CAREGIVER COMMUNITY VIA THREE DELIVERY CHANNELS: AN ONLINE GUIDE ADDRESSING THE LEGAL AND FINANCIAL ASPECTS OF MILITAR CAREGIVING, A REFERRAL PROGRAM TO DELIVER PRO BONO LEGAL ASSISATNCE TO CAREGIVER FAMILIES WITH COMPLEX LEGAL CHALLENGES AND A COOPERATIVE FINANCIAL EDUCATION PROGRAM FOR MILITARY CAREGIVERS. 100000 100000 FINANCIAL EDUCATION - THIS PROGRAM DELIVERS FINANCIAL EDUCATION SEMINARS TO AUDIENCES ON SUBJECTS THAT INCLUDE MILITARY PAY, BENEFITS, INVESTMENTS, INSURANCE AND THE NEW MILITARY RETIREMENT SYSTEM. 102000 102000 40000 453887 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 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 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT WV WA WI X REGINA D CHAVIS CFO 7038388102 201 N WASHINGTON STREET ALEXANDRIA VA 22314 KAY C MCCLAIN BOARD MEMBER 1.00 2.00 X 0 0 0 VAL HAWKINS BOARD MEMBER 1.00 X 0 0 0 KATHERINE PONDS BOARD MEMBER 1.00 X 0 0 0 WALTER F DORAN BOARD MEMBER 1.00 1.00 X 0 0 0 C ANDREW MCCAWLEY BOARD MEMBER 1.00 1.00 X 0 0 0 RICHARD A BUCHANAN BOARD MEMBER 1.00 1.00 X 0 0 0 DANA T ATKINS PRESIDENT/CEO 1.00 34.00 X 0 277453 90653 NORBERT R RYAN JR PRESIDENT/CEO 1.00 34.00 X 0 352726 29778 JAMES O'BRIEN TREASURER 1.00 34.00 X 0 181566 29900 JOSEPH G LYNCH SECRETARY 1.00 34.00 X 0 176245 40781 0 987990 191112 0 0 1 0 0 1013283 1013283 1013283 0 0 0 453887 453887 194980 38996 155984 41573 8315 33258 14678 2936 11742 326 326 1650 1650 33500 33500 32 32 1991 1991 5054 5054 POSTAGE & MAIL HOUSE 23533 23533 STATE REGISTRATIONS 11525 11525 SUPPLIES 7123 7123 BANKING AND MERCHANT 3378 3378 3098 3098 796328 453887 72899 269542 115416 627066 190473 310287 4325 108150 310214 1045503 26347 544681 26347 544681 X 86371 68073 197496 432749 283867 500822 310214 1045503 216955 0 X 0 1 X 1 0 X 125000 491610 858426 1013283 2488319 125000 491610 858426 1013283 2488319 834640 1653679 2488319 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO GENERAL FUND 544681 544681 X PART X, LINE 2: MOAA, SCHOLARSHIP FUND, VOICES, AND MMFI ARE TAX-EXEMPT BUT ARE ALL SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. EACH OF THESE ORGANIZATIONS HAS ADOPTED THE GUIDANCE ON THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAS NO IMPACT ON THE CONSOLIDATED FINANCIALS STATEMENTS. EACH ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. 1 MILITARY OFFICERS ASSOCIATION OF AMERICA 201 N WASHINGTON ST ALEXANDRIA VA 22314 530172821 501(C)19 453887 SPOUSE PROGRAMS, VETERAN'S SERVICE ORGANIZATION PROGRAM, TRANSITION SERVICES NETWORKING EVENT, FINANCIAL EDUCATION, VOTING EDUCATION. 0 1 PART I, LINE 2: ALL GRANTS TO DATE HAVE BEEN GIVEN TO MOAA, A RELATED ORGANIZATION. 0 1 0 0 0 0 0 0 0 DANA T ATKINS PRESIDENT/CEO 0 269546 0 0 0 7907 0 89925 0 728 0 368106 0 0 NORBERT R RYAN JR PRESIDENT/CEO 0 6990 0 21125 0 324611 0 29625 0 153 0 382504 0 21125 JAMES O'BRIEN TREASURER 0 171563 0 7375 0 2628 0 25318 0 4582 0 211466 0 0 JOSEPH G LYNCH SECRETARY 0 162355 0 7297 0 6593 0 36398 0 4383 0 217026 0 0 PART I, LINE 4B NORBERT RYAN PARTICIPATES IN THE 457(E) PLAN, BUT DID NOT RECEIVE A DISTRIBUTION IN 2016. THE MOAA MILITARY FAMILY INITIATIVE (MMFI) DOES NOT DIRECTLY COMPENSATE ANY OFFICERS, DIRECTORS, EMPLOYEES OR BOARD MEMBERS BUT RECEIVES ALL STAFF SUPPORT FROM THE MILITARY OFFICER'S ASSOCIATION OF AMERICA (MOAA). SALARIES OF MOAA OFFICERS AND EMPLOYEES WHO SUPPORT MMFI ARE ALLOCATED ON A PERCENTAGE OF TIME SPENT BASIS. ALL OF THE OFFICERS AND EMPLOYEES OF MOAA SUPPORT BOTH ORGANIZATIONS, AS WELL AS THE SCHOLARSHIP FUND AND VOICES FOR AMERICAS' TROOPS. THE MILITARY OFFICERS ASSOCIATION OF AMERICA UTILIZED THE FOLLOWING WHEN ESTABLISHING COMPENSATION: THE CHAIRMAN OF THE BOARD APPOINTS A PRESIDENTIAL ASSESSMENT COMMITTEE TO REVIEW FINANCIAL AND MEMBERSHIP RECORDS OF THE PREVIOUS YEAR. SURVEY OF MEMBERSHIP SATISFACTION IS ALSO REVIEWED. ASSESSMENT COMMITTEE RELAYS ITS FINDINGS TO THE COMPENSATION COMMITTEE WHICH USES FORMS 990 FROM OTHER MILITARY VETERAN NON-PROFITS; AND SALARY SURVEY DATA FROM THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES' (ASAE) ASSOCIATION AND COMPENSATION STUDY, ASSOCIATIONS TRENDS, THE COMPENSATION REPORT, AMONG OTHERS, TO DETERMINE FAIR AND REASONABLE COMPENSATION FOR THE PRESIDENT. ASAE, FOR EXAMPLE, PUBLISHES AN ANNUAL NATIONAL COMPENSATION SURVEY OF PROFESSIONAL ASSOCIATIONS THAT TAKES INTO ACCOUNT THE SCOPE AND SIZE OF THE ASSOCIATION; TYPE OF INDUSTRY; ANNUAL GROSS REVENUES AND LOCATION OF ASSOCIATION HEADQUARTERS. COMPENSATION COMMITTEE THEN MEETS AND REVIEWS ALL COMPARABILITY DATA; AND RECOMMENDS ANNUAL COMPENSATION TO THE ENTIRE BOARD WHO DELIBERATE, DOCUMENT, AND APPROVE THE PRESIDENT'S ANNUAL COMPENSATION. MINUTES OF BOTH THE COMPENSATION COMMITTEE AND CLOSED BOARD DELIBERATIONS ARE DOCUMENTED. THE PROCESS WAS LAST UNDERTAKEN IN 2015. FOR OTHER OFFICERS, VICE-PRESIDENTS AND KEY EMPLOYEES, HUMAN RESOURCES APPROPRIATE PAY RANGES. PRM MATCHES MOAA POSITION DESCRIPTIONS TO THE SAME OR SIMILAR POSITIONS COVERED IN THE MOST RELEVANT PUBLISHED PAY SURVEYS. ONCE MATCHED, MOAA IS GIVEN A COMPETITIVE RANGE FOR EACH POSITION. PERFORMANCE EVALUATIONS ARE ALSO USED IN DETERMINING COMPENSATION. COMPENSATION COMMITTEE THEN MEETS AND REVIEWS COMPARABILITY DATA; AND RECOMMENDS ANNUAL SALARY PERCENTAGE RANGE TO THE ENTIRE BOARD FOR DELIBERATION AND APPROVAL. MINUTES OF BOTH THE COMPENSATION COMMITTEE AND CLOSED BOARD DELIBERATIONS ARE DOCUMENTED. ONCE APPROVED, THE PRESIDENT THEN DETERMINES COMPENSATION FOR OTHER OFFICERS, VICE-PRESIDENTS AND KEY EMPLOYEES WITHIN BOARD GUIDELINES. THE PROCESS WAS LAST UNDERTAKEN IN 2016. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION BOARD AND FINANCE AND AUDIT COMMITTEE WILL REVIEW THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL REVIEW IS CONDUCTED OF BOARD MEMBERS' FINANCIAL HOLDINGS AND MEMBERSHIPS IN OTHER ORGANIZATIONS. ALL BOARD AND KEY STAFF MEMBERS ARE COVERED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. MILITARY OFFICERS ASSOCIATION OF AMERICA 201 N WASHINGTON ST ALEXANDRIA VA 22314 530172821 PROVIDING ADVOCACY AND GUIDANCE TO MEMBERS OFTHE MILITARY VA 501(C)(19) N/A 0 MILITARY OFFICERS ASSOCIATION OF AMERICA SCHOLARSHIP FUND 201 N WASHINGTON STREET ALEXANDRIA VA 22314 541659039 EDUCATIONAL ASSISTANCE VA 501(C)3 7 MILITARY OFFICERS ASSOCIATION OF AMERICA 0 VOICES FOR AMERICA'S TROOPS 201 N WASHINGTON STREET ALEXANDRIA VA 22314 273519768 EDUCATION VA 501(C)4 MILITARY OFFICERS ASSOCIATION OF AMERICA 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 MILITARY OFFICERS ASSOCIATION OF AMERICA B 453887 FAIR MARKET VALUE MILITARY OFFICERS ASSOCIATION OF AMERICA O 251231 FAIR MARKET VALUE MILITARY OFFICERS ASSOCIATION OF AMERICA N 108106 FAIR MARKET VALUE