AIR & SPACE FORCES AID SOCIETY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AIR & SPACE FORCES AID SOCIETY INC (EIN 54-1797281)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-23
- IRS object ID
- 201442969349300409
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-23T10:42:56-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541797281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIR FORCE AID SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AIRF | BusinessNameControlTxt |
| Phone | 7039722650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 18TH STREET SOUTH NO 202 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COL SIDNEY R HEETLAND | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7039722650 | PhoneNum |
| Signature | 2014-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUBRINA L WOOD | PreparerPersonNm |
| PTIN | P00365899 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN D HOPPER JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 18TH STREET SOUTH NO 202 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $131,269,230 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AFAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE AIR FORCE AID SOCIETY, A PRIVATE NON-PROFIT CHARITY, SUPPORTS THE MISSION OF THE US AIR FORCE BY RELIEVING THE FINANCIAL DISTRESS OF AIRMEN AND THEIR FAMILIES, ASSISTING WITH EDUCATION GOALS, AND IMPROVING QUALITY OF LIFE THROUGH PROACTIVE PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,685,304 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,335,731 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,740 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,603 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,204,867 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,959,439 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$49,667 | PYOtherRevenueAmt |
| CY Other Revenue | -$132,361 | CYOtherRevenueAmt |
| PY Total Revenue | $20,849,244 | PYTotalRevenueAmt |
| CY Total Revenue | $22,168,412 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,031,711 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,980,022 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,780,516 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,847,450 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $374,709 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,777,048 | PYOtherExpensesAmt |
| CY Other Expenses | $1,828,829 | CYOtherExpensesAmt |
| PY Total Expenses | $12,589,275 | PYTotalExpensesAmt |
| CY Total Expenses | $12,656,301 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,259,969 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,512,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $166,519,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,854,166 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,403,549 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,605,393 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $165,115,751 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $185,248,773 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SOCIETY ASSISTS U.S. AIR FORCE MEMBERS AND THEIR FAMILIES WITH EMERGENCY ASSISTANCE LOANS AND GRANTS, EDUCATION GRANTS AND SCHOLARSHIPS, AND BASE COMMUNITY ENHANCEMENT PROGRAMS. IN 2013, THE SOCIETY PROVIDED OVER $17.4 MILLION IN DIRECT SUPPORT TO AIRMEN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,488,633 | ExpenseAmt |
| Grant | $5,691,894 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION ASSISTANCE - THE GENERAL HENRY "HAP" ARNOLD EDUCATION GRANT PROGRAM PROVIDES EDUCATIONAL GRANTS TO CHILDREN AND SPOUSES OF ACTIVE DUTY, RETIRED, AND DECEASED AIRMEN, HELPING THEM REALIZE THEIR EDUCATION GOALS. THESE GRANTS ARE NEEDS-BASED AND STIPULATED FOR USE ON DIRECT EDUCATION EXPENSES ONLY. IN 2013, THE SOCIETY AWARDED OVER $5.8 MILLION IN GRANTS TO 2,648 STUDENTS TO HELP PAY FOR COLLEGE. THE SOCIETY ADDED MERIT-BASED SCHOLARSHIPS TO THE PROGRAM IN 2011 FOR THE HIGHEST ACHIEVING INCOMING FRESHMEN. SELECTION IS BASED ON A STUDENT'S CUMULATIVE GPA, SAT/ACT SCORES, TRANSCRIPTS, ACTIVITIES, AND A WRITTEN ESSAY ON A SPECIFIC TOPIC CHOSEN BY THE SOCIETY. IN 2013, THE SOCIETY AWARDED 37 $5,000 SCHOLARSHIPS, EQUATING TO AN ADDITIONAL $185,000 IN EDUCATIONAL SUPPORT FOR THE FAMILIES OF US AIRMEN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,163,376 | ExpenseAmt |
| Grant | $663,133 | GrantAmt |
| Revenue | $5,603 | RevenueAmt |
| Desc | EMERGENCY ASSISTANCE (EA) - EMERGENCY ASSISTANCE IS PRIORITY NUMBER ONE FOR THE SOCIETY. THIS PROGRAM AIMS TO HELP RELIEVE THE FINANCIAL PRESSURES FELT BY AIR FORCE MEMBERS AND THEIR FAMILIES BY MEETING IMMEDIATE FINANCIAL NEEDS IN AN EMERGENCY SITUATION. DEPENDING ON THE INDIVIDUAL CIRCUMSTANCE, SUPPORT IS PROVIDED BY GRANTS, INTEREST-FREE LOANS, OR A COMBINATION OF BOTH. EA IS GENERALLY PROVIDED FOR BASIC LIVING EXPENSES, EMERGENCY TRAVEL, VEHICLE REPAIRS, FUNERAL COSTS, MEDICAL/DENTAL COSTS, CHILD/RESPITE CARE, AND MOVING EXPENSES. IN 2013, THE SOCIETY ASSISTED AIRMEN WITH OVER $9.6 MILLION, HELPING ALMOST 19,000 AIRMEN WORLDWIDE. THIS SUPPORT WAS PROVIDED THROUGH $663,133 IN GRANTS AND AN ADDITIONAL $9.0 MILLION IN INTEREST-FREE LOANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,853,834 | ExpenseAmt |
| Grant | $1,624,995 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY ENHANCEMENT PROGRAMS - THE SOCIETY SUPPORTS SEVERAL BASE-LEVEL PROGRAMS AIMED AT IMPROVING THE QUALITY OF LIFE OF AIR FORCE FAMILIES. FUNDING FOR CHILDCARE SERVICES WAS $826,810 IN 2013 AS OVER 21,740 AF CHILDREN WERE CARED FOR AS PART OF THE GIVE PARENTS A BREAK, PCS MOVES, AND VOLUNTEER PROGRAMS. THE BUNDLES FOR BABIES PROGRAM PROVIDES EXPECTING AF FAMILIES WITH IMPORTANT INFORMATION ON BUDGETING FOR THE NEW BABY AND VARIOUS SUPPORT PROGRAMS THAT ARE AVAILABLE IN THE COMMUNITY. FOR ATTENDING THE CLASS, EACH FAMILY RECEIVES A TOTE BAG FULL OF BABY-RELATED ITEMS. THE SOCIETY HANDED OUT OVER 4,000 TOTES IN 2013 AT A COST OF $212,691. THE SPOUSES EMPLOYMENT PROGRAM PROVIDED ENTRY-LEVEL TRAINING TO ALMOST 1,000 AF SPOUSES IN 2013, AT A COST OF $163,677, IN AN EFFORT TO HELP THEM PROCURE VIABLE EMPLOYMENT. AREAS OF STUDY INCLUDED NURSING, COMPUTER SKILLS, AND BOOKKEEPING. THE CAR CARE PROGRAM SPENT $144,146 TO HELP 4,144 AF FAMILIES GET OIL CHANGES AND REGULAR MAINTENANCE ON THEIR PRIMMARY VEHICLES. THE PHONE HOME PROGRAM PROVIDED PREPAID CALLING CARDS TO DEPLOYED AIRMEN TO HELP THEM MAINTIAIN CONTACT WITH FAMILY MEMBERS BACK HOME. IN 2013, OVER 20,000 CARDS WERE DISTRIBUTED AT A COST OF $108,308 TO THE SOCIETY. OTHER PROGRAMS FUNDED BY THE SOCIETY IN 2013 WERE THE YOUTH EMPLOYMENT SKILLS (YES) PROGRAM AND THE SPOUSE HEARTLINK PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,505,843 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 |
| IRP Document | 161 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 29 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | 0 | LocalChaptersInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| 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 | AR | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | 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 | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | 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 | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | 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 |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COL SIDNEY R HEETLAND RET | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039722650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AFAS 241 18TH STREET SOUTH STE 202 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222023409 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR FRANK J MCKEOWN | |||||||
| PRESIDENT AND TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HONORABLE WILLIAM A MOORMAN | |||||||
| VICE PRESIDENT AND TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAJGEN EDWARD L BOLTON JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HONORABLE MICHAEL B DONLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAJGEN ALFRED K FLOWERS RET | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CMSGT DENNIS L FRITZ RET | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CMSAF JAMES A CODY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS ATHENA CODY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LTGEN RICHARD C HARDING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR WILLIAM W JENNINGS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LTGEN DARRELL D JONES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS ELLEN JUMPER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR LOUIS KINGSLAND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JERROLD IW MITCHELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HONORABLE SUSAN L PAMERLEAU | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ELI COHEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES C REAGAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HONORABLE EUGENE R SULLIVAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LTGEN DR THOMAS W TRAVIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS BETTY WELSH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEN MARK A WELSH III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LTGEN JOHN D HOPPER JR RET | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $205,964 | $0 | $51,884 | ||
| COL SIDNEY R HEETLAND RET | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $152,831 | $0 | $47,831 | ||
| COL LINDA F EGENTOWICH RET | |||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $151,357 | $0 | $43,306 | ||
| MRS DEBRA VOSBURG | |||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $107,109 | $0 | $39,347 | Yes (X) | ||
| MR MICHAEL C PARNAROUSKIS JR | |||||||
| CONTROLLER | 40.00 | $107,022 | $0 | $41,470 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $724,283 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $223,838 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCHOLARSHIP AMERICA | |||||
| ONE SCHOLARSHIP WAY | ST PETER | MN | 56082 | ED PROGRAM ADMIN | $242,653 |
| BAM TECHNOLOGIES | |||||
| 2001 JEFFERSON DAVIS HWY STE 610 | ARLINGTON | VA | 22202 | IT SOFTWARE DEVELOPMENT | $191,913 |
| NORTHERN TRUST | |||||
| 50 LASALLE ST M-15 | CHICAGO | IL | 60603 | INVESTMENT MANAGEMENT | $125,453 |
| ACT INC | |||||
| 500 ACT DRIVE PO BOX 168 | IOWA CITY | IA | 52243 | ED PROGRAM ADMIN | $103,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $3,012 | FederatedCampaignsAmt |
| Fundraising | $856,006 | FundraisingAmt |
| Related Organizations | $40,190 | RelatedOrganizationsAmt |
| Government Grants | $191,755 | GovernmentGrantsAmt |
| All Other Contributions | $6,244,768 | AllOtherContributionsAmt |
| Noncash Contributions | $229,281 | NoncashContributionsAmt |
| Total Contributions | $7,335,731 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCOLLECTIBLE LOAN REPAYMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,603 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,603 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,155,301 | TotalRevenueColumnAmt |
| Exclusion | $4,155,301 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $119,578,858 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,774,720 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,804,138 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,804,138 | TotalRevenueColumnAmt |
| Exclusion | $10,804,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $187,113 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $856,006 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $326,098 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$138,985 | TotalRevenueColumnAmt |
| Exclusion | -$138,985 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CLASS ACTION SETTLEMENTS | 900099 | $5,041 | $5,041 |
| MISCELLANEOUS | 900099 | $1,583 | $1,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,624 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,168,412 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,603 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,827,078 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,038 | TotalAmt |
| Program Services | $36,038 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,185,097 | TotalAmt |
| Program Services | $7,185,097 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,887 | TotalAmt |
| Program Services | $758,887 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,173 | TotalAmt |
| Program Services | $371,655 | ProgramServicesAmt |
| Management And General | $224,692 | ManagementAndGeneralAmt |
| Fundraising | $56,826 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,383,127 | TotalAmt |
| Program Services | $787,001 | ProgramServicesAmt |
| Management And General | $475,794 | ManagementAndGeneralAmt |
| Fundraising | $120,332 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,464 | TotalAmt |
| Program Services | $70,251 | ProgramServicesAmt |
| Management And General | $42,472 | ManagementAndGeneralAmt |
| Fundraising | $10,741 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,650 | TotalAmt |
| Program Services | $314,458 | ProgramServicesAmt |
| Management And General | $190,111 | ManagementAndGeneralAmt |
| Fundraising | $48,081 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,036 | TotalAmt |
| Program Services | $76,836 | ProgramServicesAmt |
| Management And General | $46,452 | ManagementAndGeneralAmt |
| Fundraising | $11,748 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,429 | TotalAmt |
| Management And General | $42,429 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,795 | TotalAmt |
| Management And General | $420,795 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,383 | TotalAmt |
| Program Services | $53,134 | ProgramServicesAmt |
| Management And General | $32,125 | ManagementAndGeneralAmt |
| Fundraising | $8,124 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,498 | TotalAmt |
| Program Services | $72,636 | ProgramServicesAmt |
| Management And General | $36,747 | ManagementAndGeneralAmt |
| Fundraising | $9,115 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,263 | TotalAmt |
| Program Services | $79,810 | ProgramServicesAmt |
| Management And General | $48,250 | ManagementAndGeneralAmt |
| Fundraising | $12,203 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,671 | TotalAmt |
| Program Services | $156,288 | ProgramServicesAmt |
| Management And General | $94,487 | ManagementAndGeneralAmt |
| Fundraising | $23,896 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,332 | TotalAmt |
| Program Services | $7,017 | ProgramServicesAmt |
| Management And General | $4,242 | ManagementAndGeneralAmt |
| Fundraising | $1,073 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,613 | TotalAmt |
| Management And General | $4,613 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,205 | TotalAmt |
| Program Services | $101,398 | ProgramServicesAmt |
| Management And General | $61,303 | ManagementAndGeneralAmt |
| Fundraising | $15,504 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,116 | TotalAmt |
| Program Services | $27,947 | ProgramServicesAmt |
| Management And General | $16,896 | ManagementAndGeneralAmt |
| Fundraising | $4,273 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| EDUCATION GRANT ADMINIS | $346,563 | $346,563 | |
| OTHER FUNDRAISING COSTS | $48,334 | $48,334 | |
| BAD DEBT EXPENSE | $28,864 | $28,864 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,763 | TotalAmt |
| Program Services | $31,963 | ProgramServicesAmt |
| Management And General | $34,341 | ManagementAndGeneralAmt |
| Fundraising | $4,459 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,656,301 | TotalAmt |
| Program Services | $10,505,843 | ProgramServicesAmt |
| Management And General | $1,775,749 | ManagementAndGeneralAmt |
| Fundraising | $374,709 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,605,862 | BOYAmt |
| EOY | $1,549,766 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,490,777 | BOYAmt |
| EOY | $2,395,806 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,223 | BOYAmt |
| EOY | $24,290 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,230 | BOYAmt |
| EOY | $120,668 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,765,851 | BOYAmt |
| EOY | $5,531,517 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,790 | BOYAmt |
| EOY | $62,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,039,172 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,403,638 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,968 | BOYAmt |
| EOY | $635,534 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,929,829 | BOYAmt |
| EOY | $148,154,980 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,649,120 | BOYAmt |
| EOY | $27,859,983 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,650 | BOYAmt |
| EOY | $518,868 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,519,300 | BOYAmt |
| EOY | $186,854,166 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,851 | BOYAmt |
| EOY | $356,749 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,190,698 | BOYAmt |
| EOY | $1,248,644 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,403,549 | BOYAmt |
| EOY | $1,605,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,136,130 | BOYAmt |
| EOY | $183,224,679 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,817 | BOYAmt |
| EOY | $237,290 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,804 | BOYAmt |
| EOY | $1,786,804 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,115,751 | BOYAmt |
| EOY | $185,248,773 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,519,300 | BOYAmt |
| EOY | $186,854,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,512,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,620,911 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $6,205,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,489,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,249,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,685,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,335,731 | CurrentTaxYearAmt |
| Total | $32,964,933 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,205,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,489,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,249,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,685,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,335,731 | CurrentTaxYearAmt |
| Total | $32,964,933 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $32,964,933 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,204,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,855,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,849,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,943,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,155,301 | CurrentTaxYearAmt |
| Total | $20,007,545 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,813 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $193,737 | CurrentTaxYearAmt |
| Total | $876,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,848,638 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $96,521 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10 - | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME INCLUDES TWO MAIN ITEMS: (1) GROSS FUND-RAISING EVENT INCOME GENERATED BY THE SOCIETY'S ANNUAL USAF CHARITY BALL, WHICH WAS HELD ON APRIL 6, 2013. (2) THE SOCIETY RECEIVED PROCEEDS FROM THE SETTLEMENT OF CLASS ACTION LAWSUITS RELATING TO CORPORATE SECURITIES OWNED WITHIN THE SOCIETY'S INVESTMENT PORTFOLIO. | ExplanationTxt |
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 | $1,749,804 | BeginningYearBalanceAmt |
| Contributions | $37,000 | ContributionsAmt |
| Investment Earnings Or Losses | $254,417 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $254,417 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,786,804 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,749,804 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $203,431 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $203,431 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,749,804 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,724,804 | BeginningYearBalanceAmt |
| Contributions | $26,218 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,218 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,749,804 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,624,804 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $196,236 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,236 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,724,804 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,549,804 | BeginningYearBalanceAmt |
| Contributions | $75,000 | ContributionsAmt |
| Investment Earnings Or Losses | $280,603 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $280,603 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,624,804 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $353,533 | OtherCostOrOtherBasisAmt |
| Depreciation | $226,842 | DepreciationAmt |
| Book Value | $126,691 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $390,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $247,508 | DepreciationAmt |
| Book Value | $142,598 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,295,533 | OtherCostOrOtherBasisAmt |
| Depreciation | $929,288 | DepreciationAmt |
| Book Value | $366,245 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $635,534 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE FUND | $13,263,035 | F |
| HEDGE FUNDS | $12,716,233 | F |
| PRIVATE EQUITY FUND | $1,880,715 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,859,983 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $35,849 |
| ACCRUED COMPENSATION | $271,117 |
| ACCRUED YES PROGRAM LIABILITY | $264,290 |
| POST RETIREMENT LIABILITY | $473,638 |
| DEFERRED 2014 CHARITY BALL INCOME | $110,880 |
| DEFERRED LEASE INCENTIVES | $92,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,248,644 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,559,682 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,620,911 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,620,911 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,938,771 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $420,795 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$191,154 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $229,641 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,168,412 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,426,660 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $191,154 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $191,154 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,235,506 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $420,795 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $420,795 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,656,301 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SOCIETY'S EDUCATION GRANT ENDOWMENT CONSISTS OF DONOR-RESTRICTED CONTRIBUTIONS THAT ARE INVESTED TO PROVIDE FUTURE EARNINGS TO FUND NAMED EDUCATION GRANTS, DESIGNATED BY THE DONOR, AS PART OF THE SOCIETY'S GENERAL HENRY ARNOLD EDUCATION GRANT PROGRAM. ALL RETURNS GENERATED BY THE EDUCATION FUND ARE USED TO FUND THE NAMED GRANTS ON AN ANNUAL BASIS. |
| PART X, LINE 2: | PART X, LINE 2 - FIN 48 (ASC 740) (ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES)- THE SOCIETY IS EXEMPT FROM PAYMENT OF INCOME TAXES UNDER THE PROVISIONS OF SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. GENERALLY, INCOME TAX RETURNS RELATED TO THE CURRENT AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHARITY BALL EVENT EXPENSES -191,154. THIS IS THE DIRECT COST OF THE SOCIETY'S USAF CHARITY BALL FUND-RAISING EVENT HELD IN 2013. THE 990 REQUIRES THESE COSTS TO BE NETTED AGAINST THE FUND-RAISING EVENT EARNINGS IN THE STATEMENT OF REVENUES IN PART VIII. THESE COSTS ARE REPORTED AS FUND-RAISING EXPENSES IN THE SOCIETY'S 2013 AUDIT REPORT. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHARITY BALL EVENT EXPENSES 191,154. SEE NOTE FOR 4B ABOVE FOR MORE INFORMATION |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 5 | 41 | GRANTS & PROGRAM SERVICES | SEE PART V | $166,183 |
| EUROPE | 11 | 82 | GRANTS & PROGRAM SERVICES | SEE PART V | $484,751 |
| MIDDLE EAST | 0 | 0 | PROGRAM SERVICES | SEE PART V | $107,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 16 | SubtotalOfficesCnt |
| Subtotal Employees | 123 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 16 | TotalOfficeCnt |
| Total Employee | 123 | TotalEmployeeCnt |
| Subtotal Spent | $758,887 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $758,887 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Purpose Of Grant | YOUTH PROGRAM SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $12,086 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (13 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| EDUCATION GRANTS FOR COLLEGE COURSES | EAST ASIA AND THE PACIFIC | 53 | $92,628 | CHECK | |||
| EDUCATION GRANTS FOR COLLEGE COURSES | EUROPE | 136 | $268,118 | CHECK | |||
| EMERGENCY FINANCIAL ASSISTANCE | EAST ASIA AND THE PACIFIC | 2 | $900 | CHECK | |||
| EMERGENCY FINANCIAL ASSISTANCE | EUROPE | 17 | $23,582 | CHECK | |||
| CAR MAINTENANCE | EAST ASIA AND THE PACIFIC | 173 | $5,335 | OIL CHANGE COUPON | COST | ||
| CAR MAINTENANCE | EUROPE | 599 | $35,925 | OIL CHANGE COUPON | COST | ||
| AF BASE CHILDCARE SERVICES | EAST ASIA AND THE PACIFIC | $44,667 | CHILDCARE PROVIDED | COST | |||
| AF BASE CHILDCARE SERVICES | EUROPE | $84,464 | CHILDCARE PROVIDED | COST | |||
| AF BASE EDUCATION PROGRAMS | EAST ASIA AND THE PACIFIC | 270 | $8,212 | CLASSES PROVIDED | COST | ||
| AF BASE EDUCATION PROGRAMS | EUROPE | 571 | $31,408 | CLASSES PROVIDED | COST | ||
| BUNDLES FOR BABIES | EAST ASIA AND THE PACIFIC | 261 | $12,099 | TOTE BAG OF BABY GEAR | COST | ||
| BUNDLES FOR BABIES | EUROPE | 466 | $24,526 | TOTE BAG OF BABY GEAR | COST | ||
| PHONE CARDS FOR DEPLOYED AIRMEN | MIDDLE EAST | 20391 | $107,953 | PREPAID PHONE CARDS | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE SOCIETY PROVIDES EDUCATIONAL GRANTS AND EMERGENCY FINANCIAL ASSISTANCE GRANTS TO AIR FORCE FAMILIES STATIONED AT BASES LOCATED OUTSIDE THE UNITED STATES. THESE PROGRAMS ARE ADMINISTERED BY THE AF SUPPORT STAFF AT THE BASE LEVEL. RECIPIENTS OF THE EDUCATION GRANTS MUST SUBMIT AN INVOICE OR FINANCIAL STATEMENT FROM THE SCHOOL TO VERIFY THEIR ATTENDANCE AT THE INSTITUTION. EDUCATION GRANT PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL. THE EMERGENCY FINANCIAL ASSISTANCE GRANTS ARE ISSUED ON A CASE-BY-CASE BASIS BASED ON THE ADEQUATE DOCUMENTATION OF THE FINANCIAL NEED SUBMITTED BY THE AF MEMBER. ALL ASSISTANCE PROVIDED THROUGH THE SOCIETY'S PROGRAMS ARE TRACKED THROUGH THE SOCIETY'S DATABASE SYSTEM TO PROVIDE A HISTORICAL RECORD OF THE ASSISANCE PROVIDED. |
| PART III, COL (C): | NO ESTIMATES ARE MADE FOR THE NUMBER OF AIRMEN PARTICIPATING IN THE BASE CHILDCARE PROGRAMS IN EAST ASIA AND THE PACIFIC AND EUROPE. |
| PART 1, LINE 3, COLUMN (E) | EAST ASIA AND THE PACIFIC - IN ADDITION TO EDUCATION AND EMERGENCY GRANTS, SEVERAL OF THE SOCIETY'S COMMUNITY/BASE ENHANCEMENT PROGRAMS WERE ALSO AVAILABLE AT OVERSEAS USAF BASES IN ASIA. THE PROGRAMS ACTIVE AT THESE BASES DURING 2013 INCLUDED THE CAR CARE, CHILDCARE, SPOUSE EDUCATION, AND BUNDLES FOR BABIES PROGRAMS. |
| PART 1, LINE 3, COLUMN (E) | EUROPE - IN ADDITION TO EDUCATION AND EMERGENCY GRANTS, SEVERAL OF THE SOCIETY'S COMMUNITY/BASE ENHANCEMENT PROGRAMS WERE ALSO AVAILABLE AT OVERSEAS USAF BASES IN EUROPE. THE PROGRAMS ACTIVE AT THESE BASES DURING 2013 INCLUDED THE CAR CARE, CHILDCARE, SPOUSE EDUCATION, AND BUNDLES FOR BABIES PROGRAMS. |
| PART 1, LINE 3, COLUMN (E) | MIDDLE EAST - THE SOCIETY PROVIDED CALLING CARDS TO THE AIRMEN DEPLOYED IN IRAQ AND AFGHANISTAN AS PART OF THE PHONE HOME PROGRAM IN 2013. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHARITY BALL | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,043,119 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $856,006 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $187,113 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,915 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $73,080 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $477 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $245,626 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,043,119 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $856,006 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $187,113 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,915 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $73,080 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $477 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $245,626 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $326,098 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$138,985 | NetIncomeSummaryAmt |
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 (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| EDUCATION GRANTS FOR COLLEGE | 2649 | $5,379,213 | |||
| EMERGENCY FINANCIAL ASSISTANCE | 538 | $638,651 | |||
| AF BASE CHILDCARE SERVICES | $697,678 | COST | CHILDCARE SERVICES PROVIDED | ||
| AF BASE EDUCATION PROGRAMS | 3482 | $193,740 | COST | CLASSES PROVIDED ON BASE | |
| BUNDLES FOR BABIES SEMINAR | 3343 | $172,574 | COST | TOTE BAG OF BABY GEAR | |
| CAR MAINTENANCE PROGRAM ASSISTANCE | 3372 | $102,886 | COST | OIL CHANGE COUPON | |
| PHONECARDS PROVIDED TO DEPLOYED AIRMEN | 67 | $355 | COST | PREPAID PHONE CARDS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY PROVIDES EDUCATION GRANTS AND EMERGENCY FINANCIAL ASSISTANCE GRANTS TO AIR FORCE FAMILIES STATIONED AT ALL AF BASES LOCATED WITHIN THE US. THESE PROGRAMS ARE ADMINISTERED BY THE AF SUPPORT STAFF AT THE BASE LEVEL. RECIPIENTS OF THE EDUCATION GRANTS MUST SUBMIT AN INVOICE OR FINANCIAL STATEMENT FROM THE SCHOOL TO VERIFY THEIR ATTENDANCE. EDUCATION GRANT PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL. THE EMERGENCY FINANCIAL ASSISTANCE GRANTS ARE ISSUED ON A CASE-BY-CASE BASIS BASED ON THE ADEQUATE DOCUMENTATION OF THE FINANCIAL NEED SUBMITTED BY THE AF MEMBER. ALL ASSISTANCE PROVIDED THROUGH THE SOCIETY'S PROGRAMS IS TRACKED THROUGH THE SOCIETY'S DATABASE SYSTEM TO PROVIDE A HISTORICAL RECORD OF THE ASSISTANCE PROVIDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LTGEN JOHN D HOPPER JR RET | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $189,318 | $0 | $12,000 | $0 | $4,646 | $0 | $18,119 | $0 | $33,765 | $0 | $257,848 | $0 | $0 | $0 |
| COL SIDNEY R HEETLAND RET | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $141,143 | $0 | $9,000 | $0 | $2,688 | $0 | $13,513 | $0 | $34,318 | $0 | $200,662 | $0 | $0 | $0 |
| COL LINDA F EGENTOWICH RET | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $139,077 | $0 | $9,000 | $0 | $3,280 | $0 | $13,327 | $0 | $29,979 | $0 | $194,663 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SOCIETY OFFERS A TAXABLE REIMBURSEMENT PROGRAM FOR ALL EMPLOYEES OF UP TO $650 PER YEAR TO COVER THE COST OF HEALTH CLUB DUES OR OTHER FITNESS ACTIVITIES. |
| PART I, LINE 3 | THE SOCIETY'S COMPENSATION COMMITTEE IS CHARGED BY THE BOARD OF TRUSTEES TO SET COMPENSATION FOR THE CEO. EACH YEAR STAFF PROVIDES THE COMMMITTEE WITH SALARY SURVEYS AND OTHER COMPARATIVE SALARY DATA TO HELP THE COMMITTEE FORMULATE A COMPENSATION PACKAGE FOR THE CEO. THE COMPENSATION COMMITTEE APPROVES THE FULL COMPENSATION PACKAGE FOR THE CEO ON AN ANNUAL BASIS, DOCUMENTING THE DECISION WITH A REBUTTABLE PRESUMPTION FORM THAT IS SIGNED BY THE SOCIETY'S PRESIDENT, WHO IS ALSO THE CHAIR OF THE COMPENSATION COMMITTEE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,337 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 307 | ContributionCnt |
| Noncash Contributions Rpt F990 | $134,944 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | (1) THE SOCIETY MAINTAINS A POLICY OF SELLING ALL DONATED SECURITIES UPON RECEIPT. THE SECURITIES ARE TRANSFERRED, GENERALLY BY THE DONOR, DIRECTLY TO A CUSTODY ACCOUNT WITHIN THE SOCIETY'S INVESTMENT PORTFOLIO. THE INVESTMENT CUSTODIAN/BROKER IS DIRECTED TO SELL THE DONATED SECURITIES. ONCE THE SALE OF THE DONATED SECURITIES IS SETTLED, THE FUNDS RAISED ARE MADE AVAILABLE FOR USE ON THE SOCIETY'S PROGRAMS. (2) AN AIR FORCE SPOUSES' CLUB HELPS RUN THE SILENT AUCTION HELD IN CONJUNCTION WITH THE ANNUAL USAF CHARITY BALL. THE CLUB SOLICITS IN-KIND DONATIONS ON BEHALF OF THE SOCIETY AND FACILITATES THE SALE OF THE DONATED ITEMS AT THE EVENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING BOARD OF TRUSTEES MEMBERS ARE HUSBAND AND WIFE: GEN MARK A WELSH, III AND MRS BETTY WELSH CMSAF JAMES A CODY AND MRS ATHENA CODY |
| FORM 990, PART VI, SECTION B, LINE 11 | THE SOCIETY'S 990 IS PREPARED INTERNALLY BY THE ACCOUNTING STAFF. THE FILING IS THEN REVIEWED BY THE SOCIETY'S CFO AND OTHER OFFICERS. FOLLOWING THIS INTERNAL REVIEW, THE 990 IS SENT TO AN OUTSIDE ACCOUNTING FIRM FOR AN INDEPENDENT REVIEW. PRIOR TO FILING THE 990 WITH THE IRS, THE SOCIETY MAKES THE DRAFT FILING AVAILABLE TO THE FULL BOARD OF TRUSTEES VIA E-MAIL. ONCE THE FULL REVIEW PROCESS IS COMPLETE, THE 990 IS FILED ELECTRONICALLY WITH THE IRS, AND THE PUBLIC VERSION OF THE FILING IS POSTED ON THE SOCIETY'S WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SOCIETY REQUIRES ITS OFFICERS, STAFF MEMBERS, AND ALL MEMBERS OF THE BOARD OF TRUSTEES TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. THE STATEMENTS SUBMITTED BY EACH PERSON ARE REVIEWED BY STAFF AND REPORTED TO THE AUDIT COMMITTEE. IF ANY CONFLICTS ARE DETERMINED TO EXIST, THE AUDIT COMMITTEE WOULD DECIDE THE APPROPRIATE ACTION TO BE TAKEN. THE MATTER WOULD THEN BE PRESENTED TO THE FULL BOARD OF TRUSTEES WHERE A VOTE ON THE COMMITTEE'S RECOMMENDATION WOULD BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE DETERMINATION OF THE EXECUTIVE COMPENSATION IS HANDLED BY THE BOARD-APPOINTED COMPENSATION COMMITTEE. THIS COMMITTEE IS RESPONSIBLE FOR PREPARING AND REVIEWING THE CEO'S COMPENSATION ON AN ANNUAL BASIS. THE REVIEW OF OFFICER COMPENSATION INCLUDES COMPARISONS WITH SIMILAR MILITARY RELIEF ORGANIZATIONS, OTHER NON-PROFIT ORGANIZATIONS, AND SALARY GUIDE SURVEYS. THE COMPENSATION COMMITTEE ALSO REVIEWS THE SALARY LEVELS AND PROPOSED BONUSES OF THE OTHER OFFICERS AND THE FULL STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY PROVIDES DIRECT PUBLIC ACCESS TO ITS ANNUAL AUDIT REPORT AND 990 TAX FILING BY MAKING THE DOCUMENTS AVAILABLE ONLINE THROUGH ITS AFAS.ORG WEBSITE. BOARD OF TRUSTEE BY-LAWS, MEETING MINUTES, CONFLICT OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE ONLY ON REQUEST THROUGH THE SOCIETY'S HEADQUARTERS OFFICE. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMED FORCES RELIEF TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O AER 200 STOVALL STREET 5S33 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223320600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526468495 | EIN |
| Primary Activities | SUPPORT MILITARY SOCIETIES | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501 (C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) TYPE I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments