ARMY EMERGENCY RELIEF: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARMY EMERGENCY RELIEF (EIN 53-0196552)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202513119349302121
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T11:09:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 BROAD STREET SUITE 900 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMY EMERGENCY RELIEF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARMY | BusinessNameControlTxt |
| Phone | 5713897137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2530 CRYSTAL DRIVE 13TH FL | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LTC JOEL J LEVESQUE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5713897137 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN KEARNS | PreparerPersonNm |
| PTIN | P02061479 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2025-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SMA MICHAEL A GRINSTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2530 CRYSTAL DRIVE 13TH FL | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $101,120,660 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ARMYEMERGENCYRELIEF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE FINANCIAL ASSISTANCE AND SCHOLARSHIPS TO SOLDIERS AND THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 184 | TotalVolunteersCnt |
| Total Gross UBI | $209,205 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $209,205 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,513,072 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,489,668 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,422,340 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,485,340 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $26,935,412 | PYTotalRevenueAmt |
| CY Total Revenue | $32,975,008 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,975,972 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,833,221 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,583,389 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,087,170 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $47,940 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,492,061 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,643,066 | PYOtherExpensesAmt |
| CY Other Expenses | $4,071,836 | CYOtherExpensesAmt |
| PY Total Expenses | $32,250,367 | PYTotalExpensesAmt |
| CY Total Expenses | $32,992,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,314,955 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,219 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $355,548,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $357,462,399 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,194,414 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,672,878 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $354,354,291 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $354,789,521 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE FINANCIAL ASSISTANCE, EDUCATIONAL SCHOLARSHIPS, AND ENDURING SUPPORT TO SOLDIERS, RETIRED SOLDIERS, AND THEIR FAMILIES, HELPING THEM TO OVERCOME FINANCIAL OBSTACLES AND ENCOURGE FINANCIAL STABIITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,427,024 | ExpenseAmt |
| Grant | $13,604,408 | GrantAmt |
| Desc | IN 2024, ARMY EMERGENCY RELIEF DISTRIBUTED $13.6 MILLION IN GRANTS AND $49.7 MILLION IN ZERO-INTEREST LOANS TO HELP MORE THAN 31,000 SOLDIERS, RETIRED SOLDIERS, AND THEIR FAMILIES. FINANCIAL ASSISTANCE WAS DELIVERED ACROSS FIVE AREAS OF SUPPORT AND CONTRIBUTED TO THE WELL-BEING OF THE ARMY COMMUNITY. THE FIVE AREAS OF SUPPORT INCLUDE: CARE DURING A CRISIS, BASIC NEEDS & HOUSING, HEALTH & WELLNESS, WORKFORCE DEVELOPMENT AND FAMILY SUPPORT. THE LARGEST CATEGORY OF THE FIVE WAS CARE DURING A CRISIS AT $5.2 MILLION. THIS CONSISTED OF $2.3 MILLION FOR EMERGENCY RESPONSES, WHICH INCLUDED EMERGENCY TRAVEL, FUNERAL EXPENSES AND SAFE TRAVEL FROM DOMESTIC VIOLENCE. THE OTHER $2.9 MILLION COVERED NATURAL DISASTER RELIEF AND OTHER CRITICAL LIFE EVENTS. THE SECOND-LARGEST CATEGORY WAS BASIC NEEDS AND HOUSING AT $2.8 MILLION, WHICH INCLUDED PERMANENT CHANGE OF STATION MOVES; FOOD; HOUSING, INCLUDING SUPPORT WITH RENT; UTILITIES; AND SMALL HOUSE REPAIRS. AER'S THIRD BIGGEST CATEGORY WAS $1.3 MILLION FOR WORKFORCE DEVELOPMENT COVERING SPOUSE RELICENSING, RECERTIFICATIONS AND CAREER SKILLS PROGRAM SUPPORT. AER ALSO PROVIDED CRITICAL FINANCIAL ASSISTANCE UNDER HEALTH AND WELLNESS AT $1.1 MILLION, WHICH COVERED DENTAL CARE, SPECIAL-NEEDS MEDICAL EQUIPMENT, AUSTERE LOCATION SUPPORT, CRANIAL HELMETS AND WOUNDED WARRIOR SUPPORT. THE NEXT GRANT CATEGORY WAS FAMILY SUPPORT WITH AER DISBURSING $500,000 FOR THINGS LIKE CHILDCARE, PATERNITY LEAVE AND IMMIGRATION FEES.IN ADDITION, AER HAS TWO DEBT RELIEF CATEGORIES OF SUPPORT FOR A TOTAL OF $2.7 MILLION. THE FIRST CATEGORY OF DEBT RELIEF EQUALING $1.9 MILLION ASSISTED SOLDIERS TRYING TO REDUCE THEIR DEBT BY SUCCESSFULLY COMPLETEING AER'S FINANCIAL LITERACY TRAINING. OVER 5,000 SOLDIERS PASSED THE TRAINING AND RECEIVED REDUCTIONS IN THEIR LOAN BALANCE TO HELP ACHIEVE FINANCIAL STABILITY. THE SECOND CATEGORY OF DEBT FORGIVENESS WAS LOAN BALANCES AT $800,000 FOR SOLDIERS FACING HARDSHIPS OR OTHER VALID CIRCUMSTANCES. AER CAREFULLY REVIEWED EACH SOLDIER'S FINANCIAL CASE AND MADE A DETERMINATION IF THE LOANS WOULD CAUSE TO MUCH STRESS AND BECOME A DETRIMENT TO THE ARMY MISSION. BOTH REDUCTIONS IN DEBT FURTHER DEMONSTRATES AER'S COMMITMENT TO HELPING RELIEVE FINANCIAL STRESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,851,341 | ExpenseAmt |
| Grant | $9,228,813 | GrantAmt |
| Desc | ARMY EMERGENCY RELIEF SUPPORTS EDUCATION THROUGH TWO KEY SCHOLARSHIP INITIATIVES, ASSISTING 2,461 STUDENTS PURSUING THEIR FIRST UNDERGRADUATE DEGREES AT A COST OF $8.87 MILLION IN 2024. THE MAJOR GENERAL JAMES URSANO PROGRAM IS FOR DEPENDENT CHILDREN OF ACTIVE DUTY AND RETIRED SOLDIERS, WHILE THE MRS. PATTY SHINSEKI PROGRAM IS FOR SPOUSES OF ACTIVE DUTY AND RETIRED SOLDIERS. AER ALSO PAYS THE COMPLETE COST OF COLLEGE FOR SPOUSES AND CHILDREN OF VICTIMS OF THE 9/11 ATTACK ON THE PENTAGON: EIGHT STUDENTS, THREE UNDERGRADUATE AND FIVE IN GRADUATE PROGRAMS. AER AWARDED A TOTAL OF $357,000 IN 2024 AS PART OF THE PENTAGON VICTIMS SCHOLARSHIP FUND AND OVER $4.8 MILLION HAS BEEN PROVIDED TO 38 CHILDREN AND 10 SPOUSES SINCE INCEPTION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,278,365 | 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 | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | 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 | 0 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | AU | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | EZ | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | FI | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | GH | ForeignCountryCd |
| Foreign Country | GR | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | HU | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| Foreign Country | NO | ForeignCountryCd |
| Foreign Country | PM | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | PO | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | TU | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | UY | ForeignCountryCd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | 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 | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | 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 | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON ROBBINS | PersonNm |
| Phone | 5713897137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2530 CRYSTAL DR 13TH FLOOR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A GRINSTON | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | Yes (X) | $227,946 | $0 | $5,614 | |
| JOHN F CAMPBELL | ||||||||
| CHAIRMAN, BOARD OF MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN W BOUTELLE | ||||||||
| CHAIRMAN, INFORMATION & OPERATIONS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR FRANCIS A FINELLI | ||||||||
| CHAIRMAN, FINANCE/AUDIT COMMITTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN DYSON | ||||||||
| MEMBER, BOARD OF MANAGERS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY D GADSON | ||||||||
| MEMBER, BOARD OF MANAGERS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS PATTY GEORGE | ||||||||
| MEMBER, BOARD OF MANAGERS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS KIMBERLY WEIMER | ||||||||
| MEMBER, BOARD OF MANAGERS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR PATRICIA BROWN | ||||||||
| MEMBER, BOARD OF MANAGERS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES J MINGUS | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL R WEIMER | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| OMAR J JONES IV | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA MARTIN | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN S EIFLER | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WILSON | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J FRANCIS | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN C BERNABE | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LANCE A OKAMURA | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TJ HOLLAND | ||||||||
| EX-OFFICIO MEMBER, BOARD O | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD B BROMBERG | ||||||||
| MEMBER, BOARD OF MANAGERS (TO 7/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GINA S FARRISEE | ||||||||
| MEMBER, BOARD OF MANAGERS (TO 8/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS F STITT | ||||||||
| EX-OFFICIO MEMBER (TO 8/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN VEREEN | ||||||||
| EX-OFFICIO MEMBER (TO 8/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA R GERVAIS | ||||||||
| EX-OFFICIO MEMBER (TO 8/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW M ROHLING | ||||||||
| EX-OFFICIO MEMBER (TO 8/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINALD G NEAL | ||||||||
| EX-OFFICIO MEMBER (TO 4/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMILA Z WHITTINGTON | ||||||||
| EX-OFFICIO MEMBER (TO 12/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIMMY J SELLERS | ||||||||
| EX-OFFICIO MEMBER (TO 12/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ERIC PORTER | ||||||||
| MEMBER, BOARD OF MANAGERS (TO 12/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| C ELDON MULLIS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $223,213 | $0 | $15,072 | ||
| JOEL J LEVESQUE | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $187,952 | $0 | $13,359 | ||
| ERIN BOLLES | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | Yes (X) | $190,649 | $0 | $9,608 | ||
| THOMAS ELLIOTT | ||||||||
| INFO SYSTEMS SUPERVISOR | 40.00 | 0.00 | $211,624 | $0 | $49,455 | Yes (X) | ||
| MELISSA LAVALLEE | ||||||||
| CONTROLLER | 40.00 | 0.00 | $195,302 | $0 | $48,032 | Yes (X) | ||
| SEAN RYAN | ||||||||
| DIRECTOR OF MARKETING AND COMM | 40.00 | 0.00 | $184,616 | $0 | $15,102 | Yes (X) | ||
| CHARLES DURR | ||||||||
| DIRECTOR OF ASSISTANCE | 40.00 | 0.00 | $164,534 | $0 | $37,577 | Yes (X) | ||
| WILIAM HAGZAN | ||||||||
| DIRECTOR OF LOAN MANAGEMENT | 40.00 | 0.00 | $157,837 | $0 | $23,571 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,743,673 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $217,390 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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 |
|---|---|---|---|---|---|
| NORTHERN TRUST INVESTMENTS INC | |||||
| 50 S LASALLE ST | CHICAGO | IL | 60675 | INVESTMENT MGMT | $717,781 |
| ARCTIC INFORMATION TECH INC | |||||
| 375 WEST 36TH AVE SUITE 100 | ANCHORAGE | AK | 99503 | SOFTWARE SERVICES | $677,775 |
| CRYSTAL GATEWAY MARRIOTT | |||||
| 1700 JEFFERSON DAVIS HWY | ARLINGTON | VA | 22202 | TRAINING SYMPOSIUM | $150,695 |
| PEL HUGHES PRINTING LLC | |||||
| 3801 TOULOUSE ST | NEW ORLEANS | LA | 70119 | PRINTING AND DESIGN | $112,113 |
| DOCUSIGN INC | |||||
| 180 N LASALLE ST | CHICAGO | IL | 60601 | SOFTWARE SERVICES | $111,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $824 | FederatedCampaignsAmt |
| All Other Contributions | $10,488,844 | AllOtherContributionsAmt |
| Noncash Contributions | $17,560 | NoncashContributionsAmt |
| Total Contributions | $10,489,668 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,846,966 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $209,205 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,637,761 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,784,026 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,145,652 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,638,374 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,638,374 | TotalRevenueColumnAmt |
| Exclusion | $16,638,374 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,975,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $209,205 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,276,135 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,817,421 | TotalAmt |
| Program Services | $22,817,421 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,800 | TotalAmt |
| Program Services | $15,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,375 | TotalAmt |
| Program Services | $301,403 | ProgramServicesAmt |
| Management And General | $430,331 | ManagementAndGeneralAmt |
| Fundraising | $163,641 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,687,829 | TotalAmt |
| Program Services | $2,557,817 | ProgramServicesAmt |
| Management And General | $637,013 | ManagementAndGeneralAmt |
| Fundraising | $492,999 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,583 | TotalAmt |
| Program Services | $253,225 | ProgramServicesAmt |
| Management And General | $77,678 | ManagementAndGeneralAmt |
| Fundraising | $53,680 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,921 | TotalAmt |
| Program Services | $485,811 | ProgramServicesAmt |
| Management And General | $185,760 | ManagementAndGeneralAmt |
| Fundraising | $111,350 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,462 | TotalAmt |
| Program Services | $211,048 | ProgramServicesAmt |
| Management And General | $77,279 | ManagementAndGeneralAmt |
| Fundraising | $48,135 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,082 | TotalAmt |
| Management And General | $47,082 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,600 | TotalAmt |
| Management And General | $89,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,150 | TotalAmt |
| Management And General | $987,150 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,636 | TotalAmt |
| Program Services | $51,566 | ProgramServicesAmt |
| Management And General | $70 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,009 | TotalAmt |
| Management And General | $101,992 | ManagementAndGeneralAmt |
| Fundraising | $83,017 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,726 | TotalAmt |
| Program Services | $66,135 | ProgramServicesAmt |
| Management And General | $115,839 | ManagementAndGeneralAmt |
| Fundraising | $267,752 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,949 | TotalAmt |
| Program Services | $838,383 | ProgramServicesAmt |
| Management And General | $153,398 | ManagementAndGeneralAmt |
| Fundraising | $147,168 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,265 | TotalAmt |
| Program Services | $57,602 | ProgramServicesAmt |
| Management And General | $72,710 | ManagementAndGeneralAmt |
| Fundraising | $33,953 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,333 | TotalAmt |
| Program Services | $226,118 | ProgramServicesAmt |
| Management And General | $31,858 | ManagementAndGeneralAmt |
| Fundraising | $16,357 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,023 | TotalAmt |
| Management And General | $102,023 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AER SECTION TRAINING | $271,822 | $271,822 | ||
| PROVISION UNCOLLECTIBLE | $118,392 | $118,392 | ||
| SUNDRY OFFICE EXPENSE | $112,811 | $38,802 | $74,009 | |
| UBTI | $73,216 | $73,216 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,822 | TotalAmt |
| Program Services | $5,822 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,992,227 | TotalAmt |
| Program Services | $28,278,365 | ProgramServicesAmt |
| Management And General | $3,221,801 | ManagementAndGeneralAmt |
| Fundraising | $1,492,061 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,330,697 | BOYAmt |
| EOY | $5,893,748 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,072,264 | BOYAmt |
| EOY | $11,492,425 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,239,743 | BOYAmt |
| EOY | $1,154,982 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,512,050 | BOYAmt |
| EOY | $45,369,969 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,296 | BOYAmt |
| EOY | $650,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,472,022 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,484,858 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,450 | BOYAmt |
| EOY | $987,164 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,365,489 | BOYAmt |
| EOY | $147,801,029 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,589,685 | BOYAmt |
| EOY | $143,673,854 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,031 | BOYAmt |
| EOY | $438,383 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,548,705 | BOYAmt |
| EOY | $357,462,399 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,414 | BOYAmt |
| EOY | $2,672,878 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,414 | BOYAmt |
| EOY | $2,672,878 | 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 | $343,253,148 | BOYAmt |
| EOY | $344,132,333 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,101,143 | BOYAmt |
| EOY | $10,657,188 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,354,291 | BOYAmt |
| EOY | $354,789,521 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,548,705 | BOYAmt |
| EOY | $357,462,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$17,219 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $452,449 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $15,837,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,559,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,191,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,513,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,489,668 | CurrentTaxYearAmt |
| Total | $56,591,955 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $623,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $638,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $663,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $653,979 | CurrentTaxYearAmt |
| Total | $3,179,646 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,437,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,182,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,830,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,176,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,143,647 | CurrentTaxYearAmt |
| Total | $59,771,601 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,120,924 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,650,677 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,836,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,183,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,419,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,093,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,637,761 | CurrentTaxYearAmt |
| Total | $22,171,100 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $556,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $209,205 | CurrentTaxYearAmt |
| Total | $765,309 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $82,708,010 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $476,860 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68230 | 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 | $9,854,369 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $130,241 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $486,360 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,498,250 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,893,337 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $84,849 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $373,817 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,854,369 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,186,513 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $108,505 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $401,681 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,893,337 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,448,949 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $151,863 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $414,299 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,186,513 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,729,584 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $34,881 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $315,516 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,448,949 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.22000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.78000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,472,022 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,484,858 | DepreciationAmt |
| Book Value | $987,164 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $987,164 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUTY FUNDS | $114,235,422 | F |
| HEDGE FUNDS | $25,727,772 | F |
| REAL ESTATE FUNDS | $3,710,660 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $143,673,854 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,094,286 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $452,449 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $653,979 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,106,428 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,987,858 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $987,150 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $987,150 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,975,008 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,659,056 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $653,979 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $653,979 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,005,077 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $987,150 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $987,150 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,992,227 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | DONORS IMPOSED RESTRICTIONS ON ALL ENDOWMENTS AT THE TIME OF THEIR CREATION. $7,412,397 IS RESTRICTED FOR SCHOLARSHIPS, $35,061 IS TO BE USED FOR THE $500 ANNUAL CASEY AWARD. $2,050,792 IS PERMANENTLY RESTRICTED WITH THE INCOME TO BE USED FOR SCHOLARSHIPS AND WIDOW ASSISTANCE. |
| PART X, LINE 2: | UNDER ASC TOPIC 740-10, AER MAY RECOGNIZE THE TAX BENEFIT FOR AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FOR SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MANAGEMENT EVALUATED AER'S TAX POSITIONS AND CONCLUDED THAT AER HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF ASC 740-10. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EUROPE | PROGRAM SERVICES | SCHOLARSHIPS | $15,800 |
| CENTRAL AMERICA/CARIBBEAN | INVESTMENTS | INVESTMENTS | $41,351,548 |
| EAST ASIA AND THE PACIFIC | INVESTMENTS | INVESTMENTS | $957,903 |
| EUROPE | INVESTMENTS | INVESTMENTS | $21,259,665 |
| MIDDLE EAST AND NORTH AFRICA | INVESTMENTS | INVESTMENTS | $237,287 |
| NORTH AMERICA | INVESTMENTS | INVESTMENTS | $1,003,017 |
| SOUTH ASIA | INVESTMENTS | INVESTMENTS | $154,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $64,979,412 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $64,979,412 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Region | EUROPE | RegionTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $15,800 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK TO THE SCHOOL | MannerOfCashDisbursementTxt |
| 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 | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EDUCATIONAL GRANTS (SCHOLARSHIPS) ARE PAID TO THE SCHOOL ON BEHALF OF THE STUDENT AND THE SCHOOL CONFIRMS THE STUDENTS' ENROLLMENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EMERGENCY FINANCIAL ASSISTANCE GRANTS | 38545 | $13,604,408 |
| SCHOLARSHIPS | 2945 | $9,213,013 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A. GUIDELINES FOR ISSUING FINANCIAL ASSISTANCE IN THE FORM OF A GRANT VICE NO-INTEREST LOAN IS PROVIDED IN ARMY REGULATION 930-4 AND PERFORMANCE IS MONITORED BY STATISTICAL MONITORING AND RANDOM CHECKS OF ASSISTANCE CASES. GRANT ASSISTANCE IS NOT ISSUED WITHOUT PROPER DOCUMENTATION. B. EDUCATIONAL GRANTS ARE ISSUED UPON PROPER DOCUMENTATION OF ENROLLMENT IN ELIGIBLE COURSEWORK AND ARE PAID DIRECTLY TO THE SCHOOL. GUIDELINES FOR ISSUING SCHOLARSHIPS ARE ALSO FOUND IN ARMY REGULATION 930-4. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS ELLIOTT | ||||||||||||||
| INFO SYSTEMS SUPERVISOR | $211,624 | $0 | $0 | $0 | $0 | $0 | $14,917 | $0 | $34,538 | $0 | $261,079 | $0 | $0 | $0 |
| MELISSA LAVALLEE | ||||||||||||||
| CONTROLLER | $195,302 | $0 | $0 | $0 | $0 | $0 | $13,695 | $0 | $34,337 | $0 | $243,334 | $0 | $0 | $0 |
| C ELDON MULLIS | ||||||||||||||
| CHIEF OPERATING OFFICER | $216,213 | $0 | $7,000 | $0 | $0 | $0 | $15,019 | $0 | $53 | $0 | $238,285 | $0 | $0 | $0 |
| MICHAEL A GRINSTON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $227,946 | $0 | $0 | $0 | $0 | $0 | $2,402 | $0 | $3,212 | $0 | $233,560 | $0 | $0 | $0 |
| CHARLES DURR | ||||||||||||||
| DIRECTOR OF ASSISTANCE | $164,534 | $0 | $0 | $0 | $0 | $0 | $11,360 | $0 | $26,217 | $0 | $202,111 | $0 | $0 | $0 |
| JOEL J LEVESQUE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $187,952 | $0 | $0 | $0 | $0 | $0 | $12,724 | $0 | $635 | $0 | $201,311 | $0 | $0 | $0 |
| ERIN BOLLES | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $190,649 | $0 | $0 | $0 | $0 | $0 | $8,973 | $0 | $635 | $0 | $200,257 | $0 | $0 | $0 |
| SEAN RYAN | ||||||||||||||
| DIRECTOR OF MARKETING AND COMM | $184,616 | $0 | $0 | $0 | $0 | $0 | $12,390 | $0 | $2,712 | $0 | $199,718 | $0 | $0 | $0 |
| WILIAM HAGZAN | ||||||||||||||
| DIRECTOR OF LOAN MANAGEMENT | $157,837 | $0 | $0 | $0 | $0 | $0 | $10,898 | $0 | $12,673 | $0 | $181,408 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CEO COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMMITTEE IN ACCORDANCE WITH AER'S GOVERNING DOCUMENTS. THE EXECUTIVE COMMITTEE, SERVING THE ROLE OF COMPENSATION COMMITTEE UTILIZES PURCHASED SALARY SURVEYS AND OTHER COMPARATIVE DATA CONTAINED IN OTHER ORGANIZATION'S IRS FORM 990 IN ARRIVING AT ITS APPROVED SALARY DETERMINATION. SEE SCHEDULE O COMMENTS FOR PART VI LINES 15A AND 15B FOR ADDITIONAL COMPENSATION DETAILS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SERGEANT MAJOR OF THE ARMY (SMA) MICHAEL R. WEIMER AND HIS WIFE, KIMBERLY WEIMER BOTH SERVED, WITHOUT COMPENSATION, AS EX-OFFICIO MEMBERS OF THE BOARD OF MANAGERS. THEIR EX-OFFICIO STATUS IS RELATED TO THEIR POSITION AND OFFICIAL AND UNOFFICIAL MILITARY DUTIES. SMA WEIMER SERVES AS THE ARMY'S SENIOR ENLISTED ADVISOR AND MRS. WEIMER'S ROLE IS AS AN ADVOCATE ON THE NEEDS AND CHALLENGES FACING SOLDIERS AND THEIR FAMILIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | FINANCIAL AND OPERATIONAL PERFORMANCE DATA AND GOVERNANCE POLICIES AND ACTIONS REFLECTED IN THE FORM 990 ARE PROVIDED TO THE BOARD OF MANAGERS THROUGHOUT THE YEAR FOR INFORMATION AND APPROPRIATE ACTION. THE FINANCE COMMITTEE IS BRIEFED ON THE CONTENTS OF THE FORM 990 AND COPIES ARE PROVIDED TO THE BOARD OF MANAGERS PRIOR TO SUBMISSION. IN 2024, THE FORM 990 WAS PREPARED BY KPMG. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF MANAGERS AND OFFICERS OF ARMY EMERGENCY RELIEF DISCLOSE ON AN ANNUAL BASIS POTENTIAL CONFLICTS OF INTEREST BY DECLARING ANY OTHER PARTICIPATION BOARDS AND ALL POTENTIAL SOURCES FOR CONFLICT OF INTEREST. STATEMENTS ARE REVIEWED FOR POTENTIAL CONFLICTS IN BUSINESS DEALING AND MEMBERS RECUSED FROM AREAS WHERE CONFLICT OR APPEARANCE OF CONFLICT MAY OCCUR. BOARD MEMBERS AND OFFICERS ARE EXPECTED TO SELF IDENTIFY ISSUES OF POTENTIAL CONFLICT AS THEY ARISE. THE CEO AND COO MONITOR CONFLICT OF INTEREST DISCLOSURE REPLIES AND ARE RESPONSIBLE FOR IDENTIFYING POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE SHOULD IT NOT BE SELF IDENTIFIED. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EXECUTIVE COMMITTEE APPOINTED BY THE CHAIRMAN OF THE BOARD OF MANAGERS DETERMINES COMPENSATION FOR THE AER OFFICERS. THEY MEET IN EXECUTIVE SESSION WITHOUT THE AER OFFICERS PRESENT WHEN DISCUSSING OFFICERS' COMPENSATION. ALL DISCUSSIONS ARE DOCUMENTED CONTEMPORANEOUSLY IN THE MEETING MINUTES. THEY USE SIMILAR COMPARATIVES FOR PUBLISHED COMPENSATION STUDIES AND FROM THE OTHER MILITARY AID SOCIETIES. THEY COMPLY WITH IRS GUIDANCE IN COMPLETING A "REBUTTABLE PRESUMPTION INFORMATION" FORM FOR EACH OFFICER AT THE TIME OF A SALARY CHANGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. SELECTED GOVERNING DOCUMENTS SUCH AS AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, WHISTLEBLOWER PROTECTION POLICY, AND CODE OF ETHICAL CONDUCT ARE POSTED ON AER'S WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 10A/B | ARMY EMERGENCY RELIEF (AER) DISBURSES APPROXIMATELY 75% OF ITS ASSISTANCE THROUGH 141 AER OFFICERS (AEROS) AT 69 ARMY INSTALLATIONS WORLDWIDE. THE 69 OFFICES ARE STAFFED BY AEROS WHO ARE DEPARTMENT OF THE ARMY GOVERNMENT SERVICES EMPLOYEES. THEIR OFFICE SPACE AND EQUIPMENT ARE INTEGRATED INTO THE ARMY COMMUNITY SERVICES SECTIONS OF THE INSTALLATION. THEY IMPLEMENT THE AER PROGRAM BY DISBURSING FINANCIAL ASSISTANCE HOWEVER, AER HQ DOES NOT OWN/LEASE THEIR OFFICE SPACE NOR PAY THEIR SALARIES. AER MAINTAINS INTERNAL CONTROL OVER THE AEROS THROUGH AN ARMY REGULATION (AR 930-4) AND WRITTEN AGREEMENTS WITH THE ARMY INSTALLATION MANAGEMENT COMMAND (IMCOM) AS WELL AS THROUGH ANNUAL AUDITS, A 5-TIERED TRAINING PROGRAM, ASSISTANCE VISITS AND DAILY INTERACTIONS BETWEEN AER HQ AND THE INDIVIDUAL AEROS. THE AER CEO (MICHAEL A. GRINSTON) VISITED 15 INSTALLATION OFFICES IN PERSON IN 2024, ASSESSING THEIR OPERATIONS, SUPPORTING AEROS WITH THEIR IMCOM LEADERS, AND CONDUCTING FOCUS SESSIONS WITH SOLDIERS AND FAMILY MEMBERS TO BETTER UNDERSTAND THE CHALLENGES AND OPPORTUNITIES AT EACH LOCATION. THE INSTALLATION MANAGEMENT COMMAND COMMANDER ALSO SERVES AS A MEMBER OF THE AER BOARD OF MANAGERS ALONG WITH REPRESENTATIVES OF THE OTHER MAJOR ARMY COMMANDS. THESE BOARD MEMBERS MONITOR THE AER OFFICES ON INSTALLATIONS THAT FALL IN THEIR AREA OF RESPONSIBILITY THROUGHOUT THE YEAR AND DISCUSS PERFORMANCE AND POLICIES/PROCEDURES AT BOM MEETINGS. FINALLY, EACH OF THE 69 LOCATIONS MUST UNDERGO AN ANNUAL AUDIT BY A SENIOR MEMBER OF THE INSTALLATION STAFF THAT IS SIGNED BY THE GARRISON COMMANDER. THESE SECTION AUDITS ARE REVIEWED BY THE AER COO AND CFO FOR COMPLETENESS AS WELL AS FOR POSSIBLE IMPROVEMENTS. |
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