AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION (EIN 53-0213841)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-21
- IRS object ID
- 201322949349300827
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-21T13:15:09-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540975470 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMES LOWRY HORN & JOHNSON LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3998 FAIR RIDGE DRIVE SUITE 360 | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 220332907 | 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 | 530213841 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMY AND AIR FORCE MUTUAL AID ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARMY | NameControl |
| Phone | 7035223060 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 SHERIDAN AVENUE | AddressLine1 |
| City | FORT MYER | City |
| State | VA | State |
| ZIP Code | 22211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALTER R LINCOLN | Name |
| Title | PRESIDENT | Title |
| Phone | 7035223060 | Phone |
| Date Signed | 2013-07-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAIL E CHAMBERS | Name |
| PTIN | P00631932 | PTIN |
| Phone | 7032814880 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WALTER R LINCOLN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 SHERIDAN AVENUE | AddressLine1 |
| City | FORT MYER | City |
| State | VA | State |
| ZIP Code | 22211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 188365194 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.AAFMAA.COM | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1879 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO AID ITS MEMBERS AND FAMILIES IN A PROMPT, SIMPLE AND SUBSTANTIAL MANNER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 75 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45593683 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 50131973 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 52985695 | InvestmentIncomePriorYear |
| Investment Income Current Year | 52587528 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 914317 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1611478 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 99493695 | TotalRevenuePriorYear |
| Total Revenue Current Year | 104330979 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 57801666 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 51879813 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6040161 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6311287 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34602005 | OtherExpensePriorYear |
| Other Expenses Current Year | 42691536 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 98443832 | TotalExpensesPriorYear |
| Total Expenses Current Year | 100882636 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1049863 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3448343 | RevenuesLessExpensesCY |
| Total Assets BOY | 978611437 | TotalAssetsBOY |
| Total Assets EOY | 1036156814 | TotalAssetsEOY |
| Total Liabilities BOY | 44675274 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 58382765 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 933936163 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 977774049 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AAFMAA'S MISSION IS TO BE THE PREMIER PROVIDER OF INSURANCE, FINANCIAL AND SURVIVOR SERVICES TO THE AMERICAN ARMED FORCES COMMUNITY. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE ORGANIZATION OPERATES SOLELY FOR THE MUTUAL BENEFIT OF ITS MEMBERS, THEIR FAMILIES AND BENEFICIARIES. IT PROVIDES LOW COST, INTEREST SENSITIVE AND TERM LIFE INSURANCE PROTECTION TO ITS APPROXIMATELY 90,000 MEMBERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE ORGANIZATION PROVIDES A FINANCIAL AWARENESS PROGRAM, INCOME PROTECTION, INSURANCE COUNSELING, AND ASSISTANCE IN APPLYING FOR ENTITLEMENT BENEFITS TO A LARGE PORTION OF ITS MEMBERSHIP. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE ORGANIZATION PROVIDES FINANCIAL PLANNING, INVESTMENT MANAGEMENT SERVICES, AND TRUST SERVICES TO ITS MEMBERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| 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 | 0 | 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 | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1082 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 75 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035223060 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 SHERIDAN AVENUE | AddressLine1 |
| City | FORT MYER | City |
| State | VA | State |
| ZIP Code | 22211 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LTG DONALD M BABERS | ||||||||
| CHAIRMAN OF THE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| GEN JACK N MERRITT | ||||||||
| VICE CHAIRMAN OF THE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| MAJ WALTER R LINCOLN | ||||||||
| PRESIDENT, TREASURER | 40.00 | X | 378564 | 0 | 38974 | X | ||
| BG MACK C HILL | ||||||||
| DIRECTOR, FINANCE COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| MG ROBERT L SMOLEN | ||||||||
| DIRECTOR, FINANCE COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| COL JAMES P GERSTENLAUER | ||||||||
| DIRECTOR, FINANCE COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| GEN JOHN A SHAUD | ||||||||
| DIRECTOR, MEMBERSHIP COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| MG DONALD W SHEPPERD | ||||||||
| DIRECTOR, MEMBERSHIP COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| COL ELISABETH J STRINES | ||||||||
| DIRECTOR, MEMBERSHIP COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| LTC GEORGE T GREILING | ||||||||
| DIRECTOR, FINANCE COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| LTG JOSEPH DEFRANCISCO | ||||||||
| DIRECTOR, MEMBERSHIP COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| CSM GEORGE HORVATH | ||||||||
| DIRECTOR, MEMBERSHIP COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| CMSGT LEWIS E MONROE | ||||||||
| DIRECTOR, MEMBERSHIP COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| COL DENNIS D PORTER | ||||||||
| DIRECTOR, FINANCE COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| CMSGT JOHN T RIDGE | ||||||||
| DIRECTOR, FINANCE COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| LTG WILLIAM J LENNOX | ||||||||
| CHAIRMAN MEMBERSHIP COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| COL WILSON A BUD SHATZER JR | ||||||||
| DIRECTOR, MEMBERSHIP COMMITTEE | 2.00 | X | 0 | 0 | 0 | |||
| TOM E HARGIS | ||||||||
| SECRETARY | 35.00 | 132868 | 0 | 33296 | X | |||
| BRADY M GRULER | ||||||||
| VICE PRES FOR INSURANCE | 35.00 | 142778 | 0 | 33772 | X | |||
| JAMES M MALLEY | ||||||||
| EXEC VP, COO AAFMAA FINANCIAL ADVISORS | 40.00 | 344266 | 0 | 32235 | X | |||
| LISA G MILMAN | ||||||||
| VICE PRES MARKETING & SALES | 35.00 | 134051 | 0 | 34547 | X | |||
| GARY N AIKEN | ||||||||
| SENIOR FINANCIAL ANALYST | 35.00 | 115742 | 0 | 26200 | X | |||
| A E LYNE BABIN | ||||||||
| MANAGER MEMBER SERVICES | 40.00 | 135461 | 0 | 7454 | X | |||
| KATHIE H BALLARD | ||||||||
| MANAGER, POLICY SERVICES | 35.00 | 101801 | 0 | 29674 | X | |||
| CLIFTON E BROWN | ||||||||
| MANAGER, APPLICATIONS & UNDERWRITING | 35.00 | 103208 | 0 | 13051 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1588739 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 249203 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| C-VIEW CORP | |||||
| 2506 E MEREDITH DR | VIENNA | VA | 22181 | MARKETING CONSULTANT | 1060484 |
| WOMBLE CARLYLE SANDRIDGE RICE | |||||
| 1200 NINETEENTH ST NW SUITE 500 | WASHINGTON | DC | 20036 | LEGAL SERVICES | 635918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PREMIUM REVENUE | 524113 | 47602595 | 47602595 |
| AFA MEMBER SERVICE INCOME | 524113 | 2461593 | 2461593 |
| MEMBERSHIP FEES FOR SERVICES | 524113 | 67785 | 67785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 50131973 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52862129 | TotalRevenueColumn |
| Related Or Exempt Function Income | 52862129 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1242285 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1132876 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 109409 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 109409 | TotalRevenueColumn |
| Related Or Exempt Function Income | 109409 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82626738 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82901339 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -274601 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -274601 | TotalRevenueColumn |
| Related Or Exempt Function Income | -274601 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONSIDERATION FOR SUPPLEMENTAL CO | 524113 | 1051039 | 1051039 |
| NET RECOVERIES OF IMPAIRED SECURI | 524113 | 398760 | 398760 |
| LOAN FEES | 524113 | 41000 | 41000 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11270 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11270 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1502069 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104330979 | TotalRevenueColumn |
| Related Or Exempt Function Income | 104330979 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51879813 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1738703 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3249996 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357198 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621181 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344209 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405968 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182215 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171266 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1387223 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96784 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2390995 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 577588 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10734 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181840 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1526184 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167156 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CHANGE IN RESERVES | 20918342 |
| EXCESS INTEREST CREDIT | 8661215 |
| INVESTMENT EXPENSE | 3027744 |
| BAD-DEBT ON LOANS, POLI | 1744037 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1242245 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100882636 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7167555 | BOY |
| EOY | 10019079 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43246793 | BOY |
| EOY | 43440870 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54465 | BOY |
| EOY | 566698 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291783 | BOY |
| EOY | 95735 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26112521 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3177363 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22513750 | BOY |
| EOY | 22935158 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 728640713 | BOY |
| EOY | 745288338 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166437519 | BOY |
| EOY | 204311808 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8561 | BOY |
| EOY | 7300 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10250298 | BOY |
| EOY | 9491828 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 978611437 | BOY |
| EOY | 1036156814 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2303433 | BOY |
| EOY | 2831189 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2662058 | BOY |
| EOY | 2405096 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39709783 | BOY |
| EOY | 53146480 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44675274 | BOY |
| EOY | 58382765 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 933936163 | BOY |
| EOY | 977774049 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 933936163 | BOY |
| EOY | 977774049 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 978611437 | BOY |
| EOY | 1036156814 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3448343 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 40389543 | ReconcilationOtherChanges |
| 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 D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15574162 | OtherCostOrOtherBasis |
| Book Value | 15574162 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5718477 | OtherCostOrOtherBasis |
| Depreciation | 1436629 | Depreciation |
| Book Value | 4281848 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3770715 | OtherCostOrOtherBasis |
| Depreciation | 1156493 | Depreciation |
| Book Value | 2614222 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1049167 | OtherCostOrOtherBasis |
| Depreciation | 584241 | Depreciation |
| Book Value | 464926 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22935158 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| POLICY LOANS | 59079762 | C |
| MORTGAGE LOANS INVESTMENT | 145232046 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 204311808 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEATH BENEFITS PAYABLE | $16,863,365 |
| SETTLEMENT OPTIONS PAYABLE | $20,541,740 |
| PAYABLE FOR SECURITIES | $15,718,241 |
| TENANT SECURITY DEPOSITS | $23,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 53146480 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 95804865 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1132876 | OtherRevenues |
| Revenue Not Rptd F990 | 1132876 | RevenueNotRptdF990 |
| Revenue Subtotal | 94671989 | RevenueSubtotal |
| Other Revenues Not Included | 9658990 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 9658990 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 104330979 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 92356522 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1132876 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1132876 | ExpensesNotRptdF990 |
| Expenses Subtotal | 91223646 | ExpensesSubtotal |
| Other Expenses Not Included | 9658990 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 9658990 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 100882636 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ALTHOUGH THE ASSOCIATION IS TAX EXEMPT, IT STILL EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON A "MORE-LIKELY-THAN-NOT" RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2012, THE ASSOCIATION HAS EVALUATED ITS MATERIAL TAX POSITIONS AND DETERMINED THAT NO ACCRUALS FOR UNCERTAIN TAX POSITIONS ARE REQUIRED ON THE ASSOCIATION'S FINANCIAL STATEMENTS. RETURNS FILED FOR TAX PERIODS ENDING AFTER DECEMBER 31, 2008, ARE OPEN TO EXAMINATION AND ANY CHANGES BY THE TAXING AUTHORITIES MAY AFFECT THE ASSOCIATION'S INCOME TAX LIABILITY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,132,876. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET ADJUSTMENT FOR SUBSIDIARY INCOME AND EXPENSES 3,641,267. INVESTMENT EXPENSES 6,017,723. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,132,876. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET ADJUSTMENT FOR SUBSIDIARY INCOME AND EXPENSES 3,641,267. INVESTMENT EXPENSES 6,017,723. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAJ WALTER R LINCOLN | ||||||||||||||
| PRESIDENT, TREASURER | 333564 | 0 | 45000 | 0 | 0 | 0 | 25000 | 0 | 13974 | 0 | 417538 | 0 | 0 | 0 |
| TOM E HARGIS | ||||||||||||||
| SECRETARY | 127868 | 0 | 5000 | 0 | 0 | 0 | 13921 | 0 | 19375 | 0 | 166164 | 0 | 0 | 0 |
| BRADY M GRULER | ||||||||||||||
| VICE PRES FOR INSURANCE | 135128 | 0 | 7650 | 0 | 0 | 0 | 14865 | 0 | 18907 | 0 | 176550 | 0 | 0 | 0 |
| JAMES M MALLEY | ||||||||||||||
| EXEC VP, COO AAFMAA FINANCIAL ADVISO | 194266 | 0 | 150000 | 0 | 0 | 0 | 11250 | 0 | 20985 | 0 | 376501 | 0 | 0 | 0 |
| LISA G MILMAN | ||||||||||||||
| VICE PRES MARKETING & SALES | 130401 | 0 | 3650 | 0 | 0 | 0 | 14185 | 0 | 20362 | 0 | 168598 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | AAFMAA WEALTH MANAGEMENT & TRUST |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE AAFMAA CONSTITUTION SPECIFIES THAT THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED FROM AND BY THE MEMBERS OF THE ASSOCIATION AT THE ANNUAL MEETING, EACH OF WHOM ARE ELECTED FOR FOUR-YEAR TERMS (WITH ROUGHLY ONE-FOURTH OF THE DIRECTORS BEING ELECTED EACH YEAR). BETWEEN ANNUAL MEETINGS, THE AAFMAA CONSTITUTION SPECIFIES THAT ANY VACANCY MAY BE FILLED BY A MAJORITY VOTE OF THE BOARD. ANY PERSON SO APPOINTED BY THE BOARD WOULD ONLY SERVE UNTIL THE NEXT ANNUAL MEETING, UNLESS HE OR SHE IS ELECTED BY THE MEMBERS AT THAT MEETING. IN PRACTICE, SUGGESTIONS FOR MEMBERS OF THE BOARD CAN COME FROM ANY MEMBER. THEY ARE CONSIDERED BY A NOMINATING COMMITTEE, CONSISTING OF MEMBERS, WHO WOULD THEN NOMINATE PERSONS TO BE VOTED UPON BY THE ENTIRE MEMBERSHIP AT THE ANNUAL MEETING (OR BY PROXY). | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AAFMAA CONSTITUTION SPECIFIES THAT THE AFFAIRS OF THE ASSOCIATION SHALL BE MANAGED BY A BOARD OF ELEVEN OR MORE DIRECTORS, WHICH MEETS REGULARLY BOTH AS A BOARD IN ITS ENTIRETY AND IN SPECIFIC COMMITTEES, CURRENTLY THE MEMBERSHIP AND FINANCE COMMITTEES. THOSE COMMITTEES AND THE BOARD AS A WHOLE RECEIVES REPORTS AND MAKES DECISIONS ON BEHALF OF THE MEMBERS. THESE REPORTS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED BY BOTH THE BOARD OF DIRECTORS AND THE COMMITTEES. DUTIES AND POWERS OF THE BOARD OF DIRECTORS AND COMMITTEES ARE SPECIFIED IN THE CONSTITUTION. THE AAFMAA CONSTITUTION CAN ONLY BE ALTERED OR AMENDED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT OR PROPERLY REPRESENTED BY PROXY. SO MEMBERS APPROVE ANY DECISION OF THE ORGANIZATION THAT WOULD CONSTITUTE A CHANGE TO THE CONSTITUTION AND IT DELEGATES OVERSIGHT AUTHORITY FOR OTHER DECISIONS TO THE BOARD, WHICH IS ELECTED BY THE MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AAFMAA CONTROLLER, ASSISTANT TO THE PRESIDENT, AND THE PRESIDENT REVIEW THE FORM 990 BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AAFMAA MAINTAINS A CONFLICT OF INTEREST STANDARD AND POLICY FOR DIRECTORS, CONSISTENT WITH THE VIRGINIA NONSTOCK CORPORATION ACT. TO RETAIN THEIR LIABILITY PROTECTION AND INDEMNIFICATION, DIRECTORS MAY NOT PARTICIPATE IN A "CONFLICT OF INTEREST TRANSACTION" AS A "NON-DISINTERESTED DIRECTOR". ANY DIRECTOR WHO BECOMES NON-DISINTERESTED MUST ADVISE THE OTHER DIRECTORS THAT HE OR SHE IS NON-DISINTERESTED WITH RESPECT TO THE APPLICABLE MATTER AND RECUSE HIMSELF OR HERSELF FROM VOTING IN ANY BOARD OR COMMITTEE MEETING ON ANY ACTION REGARDING AAFMAA AND THE APPLICABLE MATTER. THIS POLICY IS PROVIDED TO DIRECTORS AT EVERY JUNE BOARD MEETING THROUGH A MEMORANDUM FROM AAFMAA'S GENERAL COUNSEL. WITHIN THE MEMORANDUM THE GENERAL COUNSEL PROVIDES SPECIFIC GUIDANCE ON THE POLICY SO THAT DIRECTORS CAN RELY ON IT AS LEGAL ADVICE. | |
| FORM 990, PART VI, SECTION B, LINE 15A | AAFMAA RETAINED AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE COMPENSATION OF THE PRESIDENT AND TREASURER AND COMPARE IT TO COMPENSATION SURVEY DATA FROM PARALLEL POSITIONS IN OTHER SIMILAR SIZE ASSOCIATIONS. THE PRESIDENT AND TREASURER'S SALARY FOLLOWS A METHOD ESTABLISHED SPECIFICALLY FOR THIS POSITION. IT IS REVIEWED AND APPROVED ANNUALLY BY THE CHAIRMAN OF THE BOARD. FOR ALL OTHER EMPLOYEES, THE PROCESS INCLUDES ANNUAL, WRITTEN REVIEWS AND PAY INCREASES DEPENDING UPON PERFORMANCE APPRAISALS. PAY INCREASES ARE WITHIN RANGES INITIALLY ESTABLISHED BY EXTERNAL COMPENSATION CONSULTANTS. RANGES ARE UPDATED ANNUALLY FOR INFLATION BUT NOT ANNUALLY FOR COMPARABILITY. RATINGS ARE COMPLETED CONTEMPORANEOUSLY AND FILED IN INDIVIDUAL PERSONNEL RECORDS. THIS PROCESS APPLIES TO ALL, NOT JUST OFFICERS OR KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | A COPY OF THE CONSTITUTION IS GIVEN TO EACH MEMBER WHEN HE/SHE JOINS THE ASSOCIATION. ANNUAL REPORT INCLUDING AUDITED FINANCIAL INFORMATION IS SENT TO EACH MEMBER EACH YEAR. THE IRS FORM 990 IS PROVIDED TO THE PUBLIC UPON REQUEST IN ACCORDANCE WITH THE 1996 TAXPAYERS BILL OF RIGHTS. | |
| ADJUSTMENT TO BEGINNING BALANCE SHEET | FORM 990, PART X, BALANCE SHEET | THE BEGINNING BALANCE SHEET WAS RESTATED TO REMOVE THE INVESTMENT IN DISREGARDED ENTITIES. THE ASSETS AND LIABILITIES OF THESE ENTITIES ARE ALREADY INCLUDED IN THE CONSOLIDATED BALANCE SHEET REPORTED ON THIS FORM 990. LINE 12: INVESTMENTS-OTHER SEC. AS PREVIOUSLY REPORTED $ 188,392,908 LESS: INVESTMENT IN DISREGARDED ENTITIES (21,955,389) LINE 12: INVESTMENTS-OTHER SEC. AS ADJUSTED $ 166,437,519 LINE 32: RETAINED EARNINGS AS PREVIOUSLY REPORTED $ 955,891,552 LESS: INVESTMENT IN DISREGARDED ENTITIES (21,955,389) LINE 32: RETAINED EARNINGS AS ADJUSTED $ 933,936,163 |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | INSURANCE & OTHER RESERVES INCREASES 19,662,665. INTEREST MAINTENANCE RESERVE INCREASE 4,030,449. CHANGE IN UNREALIZED DEPRECIATION OF EQUITY SECURITIES 17,359,119. INCREASE IN NON-ADMITTED ASSETS -751,692. INCREASE IN TREASURY INFLATION-PROTECTED SECURITIES (TIPS) 89,002. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets |
|---|---|---|---|---|---|---|---|---|
| AP RESTON CAMPUS LLC | ||||||||
| 1856 OLD RESTON AVENUE | RESTON | VA | 20190 | 264249351 | REAL ESTATE | VA | 108740 | 22553032 |
| AAFMAA FINANCIAL ADVISORS LLC | ||||||||
| 1850 OLD RESTON AVENUE | RESTON | VA | 20190 | 270728455 | COUNSELING | VA | 283517 | -277187 |
| AAFMAA WEALTH MANAGEMENT & TRUST LLC | ||||||||
| 639 EXECUTIVE PLACE STE 202 | FAYETTEVILLE | NC | 28305 | 460886762 | WEALTH MANAGEMENT | VA | -304031 | 8806134 |
| AP FAYETTEVILLE EXECUTIVE LLC | ||||||||
| 1856 OLD RESTON AVENUE STE 300W | RESTON | VA | 20190 | 800857637 | REAL ESTATE | VA | -669 | 611748 |
| AP LOYALLIST MANAGER LLC | ||||||||
| 1856 OLD RESTON AVENUE STE 300W | RESTON | VA | 20190 | 320378060 | REAL ESTATE | VA | 0 | 0 |
| AP ANNAPOLIS ADMIRAL LLC | ||||||||
| 1856 OLD RESTON AVENUE STE 300W | RESTON | VA | 20190 | 364738654 | REAL ESTATE | VA | 0 | 0 |
Comments