AIR & SPACE FORCES AID SOCIETY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AIR & SPACE FORCES AID SOCIETY INC (EIN 54-1797281)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-06
- IRS object ID
- 201313109349301101
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-06T10:24:47-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541797281 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIR FORCE AID SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AIRF | NameControl |
| Phone | 7036073063 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COL SIDNEY R HEETLAND | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7036073063 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUBRINA L WOOD | Name |
| PTIN | P00365899 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN D HOPPER JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 130015579 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AFAS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1942 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | THE AIR FORCE AID SOCIETY, A PRIVATE NON-PROFIT ORGANIZATION, SUPPORTS THE MISSION OF THE UNITED STATES AIR FORCE BY RELIEVING FINANCIAL DISTRESS OF AIR FORCE MEMBERS AND THEIR FAMILIES, ASSISTING WITH EDUCATION GOALS AND IMPROVING QUALITY OF LIFE THROUGH PROACTIVE COMMUNITY/BASE PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 26 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6249207 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6685304 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8740 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10073720 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14204867 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -70619 | OtherRevenuePriorYear |
| Other Revenue Current Year | -49667 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16252308 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20849244 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8890335 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8031711 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2732322 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2780516 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 456308 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1736004 | OtherExpensePriorYear |
| Other Expenses Current Year | 1777048 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13358661 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12589275 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2893647 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8259969 | RevenuesLessExpensesCY |
| Total Assets BOY | 153781514 | TotalAssetsBOY |
| Total Assets EOY | 166519300 | TotalAssetsEOY |
| Total Liabilities BOY | 1356537 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1403549 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 152424977 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 165115751 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 2012, THE SOCIETY PROVIDED OVER $17.8 MILLION IN DIRECT SUPPORT TO AIRMEN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6213278 | Expense |
| Grants | 5437488 | Grants |
| Description | EDUCATION ASSISTANCE - THE SOCIETY PROVIDES EDUCATION GRANTS THROUGH TWO MAIN PROGRAMS: THE HAP ARNOLD EDUCATION GRANT PROGRAM AND THE SPOUSE TUITION ASSISTANCE PROGRAM (STAP). THE HAP ARNOLD GRANT PROGRAM PROVIDES EDUCATION GRANTS TO CHILDREN AND SPOUSES OF ACTIVE DUTY, RETIRED AND DECEASED SERVICE MEMBERS, HELPING THEM REALIZE THEIR EDUCATION GOALS. THESE GRANTS ARE NEEDS-BASED AND STIPULATED FOR USE ON DIRECT EDUCATION EXPENSES ONLY. THE SOCIETY AWARDED ALMOST $5.6 MILLION IN $2,000 GRANTS, HELPING 2,787 STUDENTS PAY FOR COLLEGE. AN ADDITIONAL $50K IN MERIT BASED SCHOLARSHIPS WERE AWARDED TO 10 STUDENTS. THE STAP PROGRAM PROVIDED ASSISTANCE TO SPOUSES OF ACTIVE DUTY AIR FORCE MEMBERS WHO ACCOMPANIED THE MEMBER ON OVERSEAS ASSIGNMENTS. THE FOCUS OF THE STAP PROGRAM IS THE COMPLETION OF A DEGREE OR CERTIFICATION PROGRAM THAT WILL PROVIDE INCREASEDOCCUPATIONAL OPPORTUNITY FOR THE SPOUSE, PROVIDING UP TO $1,500 ANNUALLY TOWARDS TUITION COSTS. IN 2012, THE PROGRAM HELPED 488 SPOUSES BY PROVIDING $220,000 IN TUITION SUPPORT. EFFECTIVE JULY 2012, THE STAP PROGRAM WAS TERMINATED DUE TO LACK OF ADMINISTRATIVE SUPPORT AT OVERSEAS BASES AND A DECLINE IN SUPPORT PROVIDED DUE TO THE INCREASED EDCUATIONAL OPPORTUNITIES OFFERED DIRECTLY BY THE AIR FORCE. THE SOCIETY ALSO PROVIDED $202,000 IN SUPPLEMENTAL EDUCATION LOANS TO 181 AIR FORCE FAMILIES TO HELP FUND ADDITIONAL INCIDENTAL COLLEGE EXPENSES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2163515 | Expense |
| Grants | 1851598 | Grants |
| Description | COMMUNITY ENHANCEMENT PROGRAMS - THESE PROGRAMS PROVIDED FUNDS IN AN EFFORT TO HELP IMPROVE THE QUALITY OF LIFE OF US AIR FORCE MEMBERS AND THEIR FAMILIES. IN 2012, THE SOCIETY PROVIDED $971,000 IN CHILDCARE SERVICES TO AF FAMILIES. ALMOST 28,000 DEPLOYED AIRMEN WERE GIVEN PREPAID CALLING CARDS AT A COST OF $198,000 THROUGH THE PHONE HOME PROGRAM, HELPING THEM MAINTAIN CONTACT WITH FAMILY MEMBERS BACK HOME. $234,000 WAS SPENT ON THE BUNDLES FOR BABIES PROGRAM WHICH PROVIDES IMPORTANT INFORMATION TO EXPECTING AIR FORCE PARENTS REGARDING AVAILABLE ON BASE AND COMMUNITY ASSISTANCE PROGRAMS AS WELL AS A DISCUSSION ON THE ADDED FINANCIAL IMPACT THE NEW ADDITION TO THE FAMILY WILL HAVE. EACH FAMILY RECEIVED A TOTE BAG OF BABY-RELATED GEAR FOR ATTENDING THE CLASS. THE SOCIETY SPENT $142,000 ON THE CAR CARE PROGRAM, HELPING OVER 4,000 AF MEMBERS KEEP THEIR PRIMARY AUTOMOBILE IN GOOD RUNNING ORDER WITH OIL CHANGES AND INSPECTIONS. OTHER BASE PROGRAMS SUPPORTED BY THE SOCIETY IN 2012 INCLUDED THE YOUTH EMPLOYMENT SKILLS PROGRAM, SPOUSE ORIENTATION AND EMPLOYABILITY PROGRAMS, AND THE SPECIAL NEEDS INITIATIVE THAT HELPED FUND SPECIAL BASE EVENTS FOR FAMILIES WITH SPECIAL NEEDS CHILDREN. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2119489 | Expense |
| Grants | 742625 | Grants |
| Revenue | 8740 | Revenue |
| Description | EMERGENCY ASSISTANCE (EA) - THE EA PROGRAM IS PRIORITY NUMBER ONE FOR THE SOCIETY. THIS PROGRAM AIMS TO HELP RELIEVE THE FINANCIAL PRESSURE 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 THROUGH EITHER A GRANT OR INTEREST-FREE LOAN. EMERGENCY ASSISTANCE IS GENERALLY PROVIDED FOR BASIC LIVING EXPENSES, EMERGENCY TRAVEL, VEHICLE REPAIRS, FUNERAL COSTS, MEDICAL/DENTAL COSTS, CHILD/RESPITE CARE, AND MOVING EXPENSES. THE ON-BASE AF PERSONNEL WHO ADMINISTER THE PROGRAM CAN ALSO ASSIST THE AF MEMBER WITH FAMILY BUDGETS TO HELP THEM REMAIN FINANCIALLY SOUND AFTER THE ASSISTANCE IS PROVIDED. IN 2012, THE SOCIETY PROVIDED $10.1 MILLION IN EMERGENCY ASSISTANCE, HELPING OVER 20,000 AIRMEN AND THEIR FAMILIES. THIS SUPPORT WAS PROVIDED THROUGH $742,625 IN GRANTS AND $9.4 MILLION IN INTEREST-FREE LOANS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 10496282 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 26 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFAS CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7036073063 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 18TH STREET SOUTH STE 202 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222023409 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DR FRANK J MCKEOWN | ||||||||
| PRESIDENT AND TRUSTEE | 2.00 | 0.00 | X | X | 0 | 0 | 0 | |
| HONORABLE WILLIAM A MOORMAN | ||||||||
| VICE PRESIDENT AND TRUSTEE | 2.00 | 0.00 | X | X | 0 | 0 | 0 | |
| MAJ GEN EDWARD L BOLTON | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| HON MICHAEL B DONLEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MAJ GEN ALFRED K FLOWERS RET | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| CMSGT DENNIS L FRITZ RET | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| LT GEN C BRUCE GREEN | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| LT GEN RICHARD C HARDING | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DR WILLIAM W JENNINGS | ||||||||
| TRUSTEE | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| LT GEN DARRELL D JONES | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MRS ELLEN JUMPER | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DR JERROLD IW MITCHELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MAJ GEN SUSAN PAMERLEAU RET | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| HON F WHITTEN PETERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MR JAMES C REAGAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| CMSAF JAMES A ROY | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MRS PAULA D ROY | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| GEN NORTON A SCHWARTZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MRS SUZIE SCHWARTZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| HON EUGENE R SULLIVAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| LT GEN JOHN D HOPPERJR RET | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | X | 200065 | 0 | 51856 | ||
| COL SIDNEY R HEETLAND RET | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | X | 146663 | 0 | 48067 | ||
| COL LINDA F EGENTOWICH RET | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | 0.00 | X | 146557 | 0 | 44072 | ||
| MRS DEBRA VOSBURG | ||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | 0.00 | 106176 | 0 | 40511 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 599461 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 184506 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ACT INC | |||||
| 500 ACT DRIVE PO BOX 168 | IOWA CITY | IA | 52243 | ED GRANT PROGRAM ADMIN | 334845 |
| NORTHERN TRUST | |||||
| 50 LASALLE ST M-15 | CHICAGO | IL | 60603 | INVESTMENT MANAGEMENT | 220301 |
| BAM TECHNOLOGIES | |||||
| 2001 JEFFERSON DAVIS HWY STE 610 | ARLINGTON | VA | 22202 | IT SOFTWARE DEVELOPMENT | 206719 |
| MELLEN & COMPANY | |||||
| 9538 BAYFRONT DR | NORFOLK | VA | 23518 | IT SOFTWARE DEVELOPMENT | 131213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 4859 | FederatedCampaigns |
| Fundraising Events | 776530 | FundraisingEvents |
| Related Organizations | 33929 | RelatedOrganizations |
| Government Grants | 278401 | GovernmentGrants |
| All Other Contributions | 5591585 | AllOtherContributions |
| Noncash Contributions | 399704 | NoncashContributions |
| Total Contributions | 6685304 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REPAYMENTS ON LOAN WRI | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8740 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8740 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8740 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3943383 | TotalRevenueColumn |
| Exclusion | $3,943,383 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 119096632 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 108835148 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10261484 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10261484 | TotalRevenueColumn |
| Exclusion | $10,261,484 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 210459 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 776530 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 331187 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -120728 | TotalRevenueColumn |
| Exclusion | -$120,728 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 52054 | 50000 | $2,054 |
| CLASS ACTION SETTLEMENTS | 900099 | 19007 | $19,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 71061 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20849244 | TotalRevenueColumn |
| Related Or Exempt Function Income | 58740 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $14,105,200 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70651 | Total |
| Program Services | 70651 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7270770 | Total |
| Program Services | 7270770 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690290 | Total |
| Program Services | 690290 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 637280 | Total |
| Program Services | 366436 | ProgramServices |
| Management And General | 200106 | ManagementAndGeneral |
| Fundraising | 70738 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1320596 | Total |
| Program Services | 759343 | ProgramServices |
| Management And General | 414667 | ManagementAndGeneral |
| Fundraising | 146586 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121494 | Total |
| Program Services | 69859 | ProgramServices |
| Management And General | 38149 | ManagementAndGeneral |
| Fundraising | 13486 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572462 | Total |
| Program Services | 329166 | ProgramServices |
| Management And General | 179753 | ManagementAndGeneral |
| Fundraising | 63543 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128684 | Total |
| Program Services | 73993 | ProgramServices |
| Management And General | 40407 | ManagementAndGeneral |
| Fundraising | 14284 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643 | Total |
| Program Services | 370 | ProgramServices |
| Management And General | 202 | ManagementAndGeneral |
| Fundraising | 71 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43933 | Total |
| Management And General | 43933 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367015 | Total |
| Management And General | 367015 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89794 | Total |
| Program Services | 51631 | ProgramServices |
| Management And General | 28196 | ManagementAndGeneral |
| Fundraising | 9967 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125923 | Total |
| Program Services | 72102 | ProgramServices |
| Management And General | 40022 | ManagementAndGeneral |
| Fundraising | 13799 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128153 | Total |
| Program Services | 73687 | ProgramServices |
| Management And General | 40241 | ManagementAndGeneral |
| Fundraising | 14225 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260590 | Total |
| Program Services | 149839 | ProgramServices |
| Management And General | 81826 | ManagementAndGeneral |
| Fundraising | 28925 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14563 | Total |
| Program Services | 8374 | ProgramServices |
| Management And General | 4572 | ManagementAndGeneral |
| Fundraising | 1617 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4262 | Total |
| Management And General | 4262 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212543 | Total |
| Program Services | 122212 | ProgramServices |
| Management And General | 66739 | ManagementAndGeneral |
| Fundraising | 23592 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34601 | Total |
| Program Services | 19896 | ProgramServices |
| Management And General | 10864 | ManagementAndGeneral |
| Fundraising | 3841 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EDUCATION GRANT ADMINIS | 334845 | 334845 | ||
| POST RETIREMENT BENEFIT | 61671 | 61671 | ||
| OTHER FUNDRAISING COSTS | 46663 | 46663 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51849 | Total |
| Program Services | 32818 | ProgramServices |
| Management And General | 14060 | ManagementAndGeneral |
| Fundraising | 4971 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12589275 | Total |
| Program Services | 10496282 | ProgramServices |
| Management And General | 1636685 | ManagementAndGeneral |
| Fundraising | 456308 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1880131 | BOY |
| EOY | 1605862 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 905426 | BOY |
| EOY | 1490777 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27311 | BOY |
| EOY | 48223 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 79230 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5495958 | BOY |
| EOY | 5765851 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40665 | BOY |
| EOY | 41790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1836536 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1395568 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469187 | BOY |
| EOY | 440968 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139628892 | BOY |
| EOY | 145929829 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4947916 | BOY |
| EOY | 10649120 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386028 | BOY |
| EOY | 467650 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153781514 | BOY |
| EOY | 166519300 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231421 | BOY |
| EOY | 212851 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1125116 | BOY |
| EOY | 1190698 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1356537 | BOY |
| EOY | 1403549 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150641362 | BOY |
| EOY | 163136130 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33811 | BOY |
| EOY | 229817 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1749804 | BOY |
| EOY | 1749804 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152424977 | BOY |
| EOY | 165115751 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153781514 | BOY |
| EOY | 166519300 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 8259969 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4430805 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7162701 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5961902 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6238913 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5973009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6406903 | CurrentTaxYear |
| Total | 31743428 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 280230 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 243426 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 250450 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 276198 | CurrentTaxYearMinus1Year |
| Current Tax Year | 278401 | CurrentTaxYear |
| Total | 1328705 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7442931 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6205328 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6489363 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6249207 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6685304 | CurrentTaxYear |
| Total | 33072133 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 33072133 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5362248 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4204336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3855274 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3849251 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3943383 | CurrentTaxYear |
| Total | 21214492 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 104517 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 141216 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 166813 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 142874 | CurrentTaxYearMinus1Year |
| Current Tax Year | 231520 | CurrentTaxYear |
| Total | 786940 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 55073565 | TotalSupport |
| Gross Receipts From Admissions Etc | 100989 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.60050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.59440 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Facts And Circumstances Test | SCH A. PART II LINE 10 - OTHER INCOME INCLUDES TWO MAIN ITEMS: (1) THE SOCIETY RECEIVES INCOME FROM THE SETTLEMENT OF CLASS ACTION LAWSUITS RELATING TO COMPANIES IN WHICH THE SOCIETY HELD AN INVESTMENT WITHIN ITS INVESTMENT PORTFOLIO. (2) GROSS EVENT REVENUE FROM THE ANNUAL USAF CHARITY BALL, WHICH WAS HELD ON MARCH 24, 2012 THIS YEAR. | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1749804 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 203431 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -203431 | GrantsOrScholarships |
| End Of Year Balance | 1749804 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1724804 | BeginningOfYearBalance |
| Contributions | 26218 | Contributions |
| Investment Earnings Or Losses | -1218 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1749804 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1624804 | BeginningOfYearBalance |
| Contributions | 100000 | Contributions |
| Investment Earnings Or Losses | 196236 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -196236 | GrantsOrScholarships |
| End Of Year Balance | 1724804 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1549804 | BeginningOfYearBalance |
| Contributions | 75000 | Contributions |
| Investment Earnings Or Losses | 280603 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -280603 | GrantsOrScholarships |
| End Of Year Balance | 1624804 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1522804 | BeginningOfYearBalance |
| Contributions | 543509 | Contributions |
| Investment Earnings Or Losses | -516509 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1549804 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 219921 | OtherCostOrOtherBasis |
| Depreciation | 201897 | Depreciation |
| Book Value | 18024 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 476169 | OtherCostOrOtherBasis |
| Depreciation | 394632 | Depreciation |
| Book Value | 81537 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1140446 | OtherCostOrOtherBasis |
| Depreciation | 799039 | Depreciation |
| Book Value | 341407 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 440968 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 9974597 | F |
| PRIVATE EQUITY FUND | 674523 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10649120 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $35,557 |
| ACCRUED COMPENSATION | $240,953 |
| ACCRUED YES LIABILITY | $264,464 |
| POST RETIREMENT LIABILITY | $466,368 |
| DEFERRED 2013 CHARITY BALL INCOME | $142,373 |
| ACCRUED MEDICAL INSURANCE CLAIMS | $40,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1190698 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 25131028 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4430805 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4430805 | RevenueNotRptdF990 |
| Revenue Subtotal | 20700223 | RevenueSubtotal |
| Investment Expenses Not Included | 367015 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -217994 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 149021 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 20849244 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12440254 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 217994 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 217994 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12222260 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 367015 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 367015 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12589275 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SOCIETY'S EDUCATION GRANT ENDOWMENT CONSISTS OF DONOR-RESTRICTED CONTRIBUTIONS INVESTED TO PROVIDE FUTURE EARNINGS TO FUND NAMED EDUCATION GRANTS, AS DESIGNATED BY THE DONOR, AS PART OF THE SOCIETY'S GENERAL HENRY H ARNOLD EDUCATION PROGRAM. ALL RETURNS GENERATED BY THE EDUCATION FUND ARE USED TO FUND THE NAMED GRANTS ON AN ANNUAL BASIS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE YEARS ENDED DECEMBER 31, 2009 THROUGH 2012 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHARITY BALL EVENT EXPENSES | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHARITY BALL EVENT EXPENSES | |
| PART XII, LINE 4B - CHARITY BALL EVENT EXPENSES - $217,994 THIS $217,994 IS THE DIRECT COST OF THE SOCIETY'S USAF CHARITY BALL FUND-RAISING EVENT HELD IN 2012. THE 990 REQUIRES THE COSTS TO BE NETTED AGAINST THE EVENT EARNINGS IN THE STATEMENT OF REVENUES IN PART VIII, LINE 8B. THE SOCIETY BOOKS THESE DIRECT COSTS OF THE EVENT AS FUND-RAISING EXPENSES IN THE STATEMENT OF ACTIVITIES, AS REFLECTED IN THE 2012 AUDIT REPORT. THIS COST INCLUDES FOOD AND BEVERAGES, RENTAL SPACE, ENTERTAINMENT, EVENT MANAGEMENT, AND OTHER DIRECT COSTS ASSOCIATED WITH THE EVENT. PART XIII, LINE 2D - THIS IS THE $217,994 DIRECT COST OF THE SOCIETY'S USAF CHARITY BALL FUND-RAISING EVENT. SEE THE NOTE ABOVE FOR PART XII, LINE 4B FOR FURTHER EXPLANATION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 5 | 38 | GRANTS | 36977 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | 95996 | SEE PART V |
| EUROPE | 11 | 75 | GRANTS | 162352 | |
| EUROPE | 0 | 0 | PROGRAM SERVICES | 198699 | SEE PART V |
| MIDDLE EAST | 0 | 0 | PROGRAM SERVICES | 196266 | PHONE CARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 16 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 113 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 16 | TotalNumberOfOffices |
| Total Number Of Employees | 113 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 690290 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 690290 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Purpose Of Grant | YOUTH PROGRAM SUPPORT | PurposeOfGrant |
| Amount Of Cash Grant | 8135 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (14 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| EDUCATION GRANTS FOR COLLEGE COURSES | EAST ASIA AND THE PACIFIC | 78 | 36977 | CHECK | |||
| EDUCATION GRANTS FOR COLLEGE COURSES | EUROPE | 346 | 162352 | CHECK | |||
| EMERGENCY FINANCIAL ASSISTANCE | EAST ASIA AND THE PACIFIC | 3 | 455 | CHECK | |||
| EMERGENCY FINANCIAL ASSISTANCE | EUROPE | 14 | 9539 | CHECK | |||
| CAR MAINTENANCE | EAST ASIA AND THE PACIFIC | 210 | 6599 | OIL SERVICE COUPON | COST | ||
| CAR MAINTENANCE | EUROPE | 511 | 27839 | OIL SERVICE COUPON | COST | ||
| AF BASE CHILDCARE SERVICES | EAST ASIA AND THE PACIFIC | 58039 | CHILDCARE PROVIDED | COST | |||
| AF BASE CHILDCARE SERVICES | EUROPE | 102929 | CHILDCARE PROVIDED | COST | |||
| AF BASE EDUCATION PROGRAMS | EAST ASIA AND THE PACIFIC | 126 | 8375 | CLASSES PROVIDED | COST | ||
| AF BASE EDUCATION PROGRAMS | EUROPE | 715 | 17158 | CLASSES PROVIDED | COST | ||
| BUNDLES FOR BABIES | EAST ASIA AND THE PACIFIC | 310 | 20481 | TOTE BAG OF BABY GEAR | COST | ||
| BUNDLES FOR BABIES | EUROPE | 549 | 28098 | TOTE BAG OF BABY GEAR | COST | ||
| PHONE CARDS FOR DEPLOYED AIRMEN | EAST ASIA AND THE PACIFIC | 18 | 128 | PREPAID PHONE CARDS | COST | ||
| PHONE CARDS FOR DEPLOYED AIRMEN | MIDDLE EAST | 27515 | 196266 | PREPAID PHONE CARDS | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: THE SOCIETY PROVIDES EDUCATION GRANTS TO AIR FORCE FAMILIES STATIONED OUTSIDE OF THE UNITED STATES THROUGH THE SPOUSE TUITION ASSISTANCE (STAP) AND THE YOUTH EMPLOYMENT SKILLS PROGRAMS (YES). THESE GRANTS ARE TRACKED IN PROPRIETARY DATABASE SYSTEMS EMPLOYED AT THE AFAS HEADQUARTERS OFFICE. THESE PROGRAMS ARE ADMINISTERED BY PERSONNEL EMPLOYED AT OVERSEAS BASES. STUDENTS THAT ARE APPROVED FOR AN EDUCATION GRANT MUST SUBMIT AN INVOICE OR FINANCIAL STATEMENT FROM THE SCHOOL TO VERIFY THEIR ATTENDANCE AT THE INSTITUTION. ALL GRANTS CHECKS ARE ISSUED DIRECTLY TO THE SCHOOL WITH AN EXPLANATION THAT THE FUNDS ARE TO BE USED ONLY TOWARDS TUITION, BOOKS, AND RELATED FEES AS SUBSTANTIATED ON THE INVOICE OR FINANCIAL STATEMENT. EMERGENCY ASSISTANCE GRANTS ARE ALSO ISSUED IN SUPPORT OF AIR FORCE MEMBERS BASED ON THE RECEIPT OF ADEQUATE DOCUMENTATION OF FINANCIAL NEED. THESE GRANTS ARE ALSO TRACKED THROUGH THE SOCIETY'S DATABASE SYSTEM TO PROVIDE A HISTORICAL RECORD OF THE ASSISTANCE PROVIDED. |
| EXPLANATION FOR ESTIMATED NUMBER OF RECIPIENTS: | SCHEDULE F, PART III, COL (C): THERE ARE NO ESTIMATES OF THE NUMBERS OF RECIPIENTS FOR THE BASE CHILDCARE PROGRAMS IN EAST ASIA, THE PACIFIC AND EUROPE. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHARITY BALL | NameOfEvent1 |
| Gross Receipts Event1 | 986989 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 776530 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 210459 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 2205 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 75974 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 705 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 252303 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 986989 | GrossReceiptsTotal |
| Charitable Contributions Total | 776530 | CharitableContributionsTotal |
| Gross Revenue Total Events | 210459 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2205 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 75974 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 705 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 252303 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 331187 | DirectExpenseSummaryEvents |
| Net Income Summary | -120728 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLOMAN AFB | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 FORCE SUPPORT SQUADRON 596 4TH | AddressLine1 |
| Address Line2 | ST | AddressLine2 |
| City | HOLLOMAN AFB | City |
| State | NM | State |
| ZIP Code | 88330 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 25000 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT THE HOLLOMAN OUTDOOR WINGMAN RESILIENCY INITIATIVE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| EDUCATION GRANTS FOR COLLEGE | 2963 | 5238159 | |||
| EMERGENCY FINANCIAL ASSISTANCE | 1322 | 732631 | |||
| AF BASE CHILDCARE SERVICES | 810123 | COST | CHILDCARE SERVICES PROVIDED | ||
| AF BASE EDUCATION PROGRAMS | 3830 | 192603 | COST | CLASSES PROVIDED ON BASE | |
| BUNDLES FOR BABIES SEMINAR | 3460 | 185666 | COST | TOTE BAG OF BABY GEAR | |
| CAR MAINTENANCE PROGRAM ASSISTANCE | 3306 | 107604 | COST | OIL CHANGE COUPON | |
| PHONECARDS PROVIDED TO DEPLOYED AIRMEN | 274 | 1994 | COST | PREPAID PHONE CARDS | |
| AF SURVIVOR BENEFITS REVIEW PROGRAM | 2 | 1990 | COST | LIFETIME MEMBERSHIP IN PROGRAM TO TRACK THE CHANGING SURVIVOR BENEFITS OF DECEASED AF SERVICE MEMBERS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE SOCIETY PROVIDES BOTH EMERGENCY FINANCIAL ASSISTANCE GRANTS AND EDUCATION GRANTS IN SUPPORT OF US AIR FORCE MEMBERS AND THEIR FAMILIES. THE SOCEITY MAINTAINS A DATABASE OF FINANCIAL ASSISTANCE PROVIDED TO INCLUDE CASEWORK DOCUMENTATION TO SUPPORT THE DECISION FOR ISSUING A GRANT VERSUS AN INTEREST-FREE LOAN. THE EDCUATION GRANTS ARE ALSO TRACKED AT THE INDIVIDUAL LEVEL IN THE SOCIETY'S DATABASE WITH THE SUPPORT OF THE THIRD-PARTY ADMINISTER OF THE PROGRAM. EDUCATION GRANTS ARE PAID DIRECTLY TO THE SCHOOL AND THE STUDENTS MUST PROVIDE DOCUMENTATION OF THEIR ENROLLMENT AT AN APPROVED SCHOOL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LT GEN JOHN D HOPPERJR RET | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | 186153 | 0 | 9000 | 0 | 4912 | 0 | 17564 | 0 | 34292 | 0 | 251921 | 0 | 0 | 0 |
| COL SIDNEY R HEETLAND RET | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 137498 | 0 | 7200 | 0 | 1965 | 0 | 13023 | 0 | 35044 | 0 | 194730 | 0 | 0 | 0 |
| COL LINDA F EGENTOWICH RET | ||||||||||||||
| CHIEF OPERATIONS OFFICER | 136752 | 0 | 7200 | 0 | 2605 | 0 | 12956 | 0 | 31116 | 0 | 190629 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 III | 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 COMMITTEE 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 DECSION WITH A REBUTTIBLE PRESUMPTION DOCUMENT SIGNED BY THE PRESIDENT AND CHAIR OF THE COMPENSATION COMMITTEE. | SUPPLEMENTAL INFORMATION |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6861 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | OFFICE LEASE | 1 | 269721 | LEASE AGREEMENT |
| X | AUCTION ITEMS | 278 | 113193 | FAIR VALUE |
| X | COMPUTERS/SOFTWARE | 8 | 9889 | FAIR VALUE |
| X | PHONE CARD | 1 | 40 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE SOCIETY USES THIRD PARTY ORGANIZATIONS IN TWO SEPARATE INSTANCES WITH RESPECT TO IN-KIND DONATIONS. UPON THE RECEIPT OF IN-KIND STOCK DONATIONS, THE SOCIETY WILL UTILIZE THE INVESTMENT MANAGEMENT FIRM HIRED TO MANAGE ITS INVESTMENT PORTFOLIO TO SELL THE STOCK SECURITIES RECEIVED AS DONATIONS. THE SOCIETY MAINTAINS A POLICY OF SELLING ALL STOCK AND BOND DONATIONS UPON RECEIPT. ONCE THE SECURITIES ARE SOLD, THE FUNDS ARE MADE AVAILABLE FOR PROGRAM SPENDING. THE SOCIETY ALSO USES A THIRD-PARTY ORGANIZATION (AN AIR FORCE SPOUSE'S CLUB) TO MANAGE A SILENT AUCTION FUND RAISING EVENT HELD IN CONJUNCTION WITH THE ANNUAL USAF CHARITY BALL. THE AIR FORCE SPOUSE'S CLUB SOLICITS ALL ITEMS FOR INCLUSION IN THE SILENT AUCTION PRIOR TO THE EVENT AND THEN SELLS ALL OF THE ITEMS ON THE NIGHT OF THE EVENT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD OF TRUSTEES MEMBERS GEN. NORTON A. SCHWARTZ AND MRS. SUZINE SCHWARTZ ARE HUSBAND AND WIFE. BOARD OF TRUSTEES MEMBERS CMSAF JAMES A. ROY AND MRS. PAULA ROY ARE ALSO HUSBAND AND WIFE. |
| 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 ORGNAZATIONS, 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMED FORCES RELIEF TRUST | BusinessNameLine1 |
Address US AddressUS
| 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 RELIEF SOCIETIES | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501 (C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) TYPE I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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