AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION (EIN 53-0213841)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-17
IRS object ID
201221389349300107
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-17T09:34:41-04:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Berlin Ramos & Company PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line111200 Rockville Pike Ste 400AddressLine1
CityRockvilleCity
StateMDState
ZIP Code20852ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN530213841EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ARMY AND AIR FORCE MUTUAL AID ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% ASSOCIATIONInCareOfName
Name ControlARMYNameControl
Phone7035223060Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 SHERIDAN AVENUEAddressLine1
CityFORT MYERCity
StateVAState
ZIP Code22211ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWALTER R LINCOLN CFPName
TitlePRESIDENT & TREASURERTitle
Date Signed2012-05-11DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWALTER R LINCOLN CFPName
Phone3015899000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonWALTER R LINCOLNNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1C/O ORGANIZATIONAddressLine1
CityFORT MYERCity
StateVAState
ZIP Code22211ZIPCode
FieldValueIRS element (for citing)
Gross Receipts103683462GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.aafmaa.comWebSite
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation1879YearFormation
State Legal DomicileVAStateLegalDomicile
Activity Or Mission DescriptionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO AID ITS MEMBERS AND FAMILIES IN A PROMPT, SIMPLE AND SUBSTANTIAL MANNER.ActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees68TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year41408195ProgramServiceRevenuePriorYear
Program Service Revenue CY45593683ProgramServiceRevenueCY
Investment Income Prior Year50794710InvestmentIncomePriorYear
Investment Income Current Year52985695InvestmentIncomeCurrentYear
Other Revenue Prior Year908635OtherRevenuePriorYear
Other Revenue Current Year914317OtherRevenueCurrentYear
Total Revenue Prior Year93111540TotalRevenuePriorYear
Total Revenue Current Year99493695TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year55226964BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY57801666BenefitsPaidToMembersCY
Salaries Etc Prior Year4273578SalariesEtcPriorYear
Salaries Etc Current Year6040161SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year29732266OtherExpensePriorYear
Other Expenses Current Year34602005OtherExpensesCurrentYear
Total Expenses Prior Year89232808TotalExpensesPriorYear
Total Expenses Current Year98443832TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3878732RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1049863RevenuesLessExpensesCY
Total Assets BOY951509414TotalAssetsBOY
Total Assets EOY1000566826TotalAssetsEOY
Total Liabilities BOY37408156TotalLiabilitiesBOY
Total Liabilities EOY44675274TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY914101258NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY955891552NetAssetsOrFundBalancesEOY
Mission DescriptionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO AID ITS MEMBERS AND FAMILIES IN A PROMPT, SIMPLE AND SUBSTANTIAL MANNER.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense91394414Expense
DescriptionTHE ORGANIZATION OPERATES SOLELY FOR THE MUTUAL BENEFIT OF ITS MEMBERS, THEIR FAMILIES AND BENEFICIARIES. IT PROVIDES LOW- INTEREST-SENSITIVE AND TERM LIFE INSURANCE PROTECTION TO ITS APPROXIMATELY 90,000 MEMBERS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense2476141Expense
DescriptionTHE 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
FieldValueIRS element (for citing)
Total Program Service Expense93870555TotalProgramServiceExpense
Described In501 C3falseDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10961067NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees68NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonASSOCIATIONNamePerson
Telephone Number7035223060TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1102 SHERIDAN AVENUEAddressLine1
CityFORT MYERCity
StateVAState
ZIP Code22211ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
LTG DONALD M BABERS
CHAIRMAN OF THE BOARD2.0X
GEN JACK N MERRITT
VICE CHAIRMAN OF THE BOARD2.0X
WALTER R LINCOLN CFP
PRESIDENT, TREASURER50.0XX36343100
BG MACK C HILL
DIRECTOR, FINANCE COMMITTEE2.0X
BG L DONNE OLVEY
DIRECTOR, FINANCE COMMITTEE2.0X
MG ROBERT L SMOLEN
DIRECTOR, FINANCE COMMITTEE2.0X
COL JAMES P GERSTENLAUER
DIRECTOR, FINANCE COMMITTEE2.0X
COL TYRUS W COBB
DIRECTOR, MEMBERSHIP COMMITTEE2.0X
LTG JOHN A DUBIA
DIRECTOR, MEMBERSHIP COMMITTEE2.0X
GEN JOHN A SHAUD
DIRECTOR, MEMBERSHIP COMMITTEE2.0X
MG DONALD W SHEPPERD
DIRECTOR, MEMBERSHIP COMMITTEE2.0X
COL ELISABETH J STRINES
DIRECTOR, MEMBERSHIP COMMITTEE2.0X
LTC GEORGE T GREILING
DIRECTOR, FINANCE COMMITTEE2.0X
LTG JOSEPH DEFRANCISCO
DIRECTOR, MEMBERSHIP COMMITTEE2.0X
CSM GEORGE HORVATH
DIRECTOR, MEMBERSHIP COMMITTEE2.0X
CMSGT LEWIS E MONROE
DIRECTOR, MEMBERSHIP COMMITTEE2.0X
COL DENNIS D PORTER
DIRECTOR, FINANCE COMMITTEE2.0X
CMSGT JOHN T RIDGE
DIRECTOR, FINANCE COMMITTEE2.0X
WILLIAM J LENNOX
CHAIRMAN MEMBERSHIP COMMITTEE2.0X
TOM E HARGIS
SECRETARY35.0X15306600
BRADY M GRULER
VICE PRES FOR INSURANCE35.0X14938200
JAMES M MALLEY
EXEC VP & CHIEF OPER OFFICER50.0X2935970
LISA G MILMAN
VICE PRES MARKETING & SALES35.012918400X
FLORENCE B WILSON CPA
CHIEF FINANCIAL ADVISOR35.016357400X
GARY N AIKEN
SENIOR FINANCIAL ANALYST35.010871700X
A E LYNE BABIN
MANAGER MEMBER SERVICES40.01160540X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1067354TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs409651TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K6NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
C-VIEW CORP
2506 E MEREDITH DRIVEVIENNAVA22181MARKETING CONSULTANT859180
EDDY SQUARED LLC
23 WILLETT WAYGREENSBORONC27408ACTUARIAL SERVICES247918
METROSTAR SYSTEMS INC
1856 OLD RESTON AVE SUITE 100RESTONVA20190INFORMATN TECHNOLOGY3070220
HP ENTERPRISE SERVICES LLC
5400 LEGACY DRIVEPLANOTX75024INFORMATN TECHNOLOGY427282
WOMBLE CARLYLE SANDRIDGE RICE
1200 NINETEENTH ST NW SUITE 500WASHINGTONDC20036LEGAL SERVICES110253
FieldValueIRS element (for citing)
Number Of Contractors GT100 K10NumberOfContractorsGT100K
Total Contributions0TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PREMIUM REVENUE4305274943052749
MEMBERSHIP FEES FOR SERVICES6479364793
AFA MEMBER SERVICE INCOME24761412476141
FieldValueIRS element (for citing)
Total Program Service Revenue45593683TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column52890965TotalRevenueColumn
Related Or Exempt Function Income52890965RelatedOrExemptFunctionIncome

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1199802Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1094592Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real105210Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column105210TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3189905Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3095175Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities94730Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column94730TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONSIDERATION SUPPLEMENTAL CONTRACTS752848752848
LOAN FEES5342353423
OTHER INVEST INC - R/E SUBSIDIARIES28362836
FieldValueIRS element (for citing)
Total Other Revenue809107TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column99493695TotalRevenueColumn
Related Or Exempt Function Income99293755RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total57801666Total
Program Services57801666ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1477005Total
Program Services943497ProgramServices
Management And General533508ManagementAndGeneral
Fundraising0Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3476851Total
Program Services2468564ProgramServices
Management And General1008287ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total334787Total
Program Services237699ProgramServices
Management And General97088ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total438351Total
Program Services311229ProgramServices
Management And General127122ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total313167Total
Program Services222349ProgramServices
Management And General90818ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total187388Total
Program Services46847ProgramServices
Management And General140541ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total172597Total
Management And General172597ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1290628Total
Program Services1290628ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total99672Total
Program Services99672ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total1886403Total
Program Services1413979ProgramServices
Management And General472424ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total249255Total
Program Services189257ProgramServices
Management And General59998ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1849577Total
Program Services1313200ProgramServices
Management And General536377ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total534542Total
Program Services379525ProgramServices
Management And General155017ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total19393Total
Management And General19393ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total109487Total
Program Services109487ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total235716Total
Program Services167358ProgramServices
Management And General68358ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total37112Total
Program Services37112ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
RESERVES FUNDING LIFE POLICIES1394949513949495
RESERVES FUNDING ANNUITIES515134515134
RESV FUNDING INTEREST CREDITED93886409388640
MEDICAL ADVISORS, UNDERWRITING228620228620

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total3848346Total
Program Services2756597ProgramServices
Management And General1091749ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total98443832Total
Program Services93870555ProgramServices
Management And General4573277ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY686729BOY
EOY7167555EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY34203166BOY
EOY43246793EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5020BOY
EOY54465EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
EOY291783EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis24924340LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2410590LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY985991BOY
EOY22513750EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY746868569BOY
EOY728640713EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY158403152BOY
EOY188392908EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY8561EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY10356787BOY
EOY10250298EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY951509414BOY
EOY1000566826EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1990101BOY
EOY2303433EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1650191BOY
EOY2662058EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY33767864BOY
EOY39709783EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY37408156BOY
EOY44675274EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY914101258BOY
EOY955891552EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY914101258BOY
EOY955891552EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY951509414BOY
EOY1000566826EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1049863ReconcilationRevenueExpenses
Reconcilation Other Changes40740431ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis10970691InvestmentCostOrOtherBasis
Book Value10970691BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis1600081InvestmentCostOrOtherBasis
Other Cost Or Other Basis1411513OtherCostOrOtherBasis
Depreciation1181578Depreciation
Book Value1830016BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis5625901InvestmentCostOrOtherBasis
Depreciation879085Depreciation
Book Value4746816BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis800731OtherCostOrOtherBasis
Depreciation324373Depreciation
Book Value476358BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis4464654InvestmentCostOrOtherBasis
Other Cost Or Other Basis50768OtherCostOrOtherBasis
Depreciation25553Depreciation
Book Value4489869BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings22513750TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
REAL ESTATE MORTGAGES103174444C
INVESTMENT IN SUBS21955389C
POLICY LOANS63263075C
FieldValueIRS element (for citing)
Total Of Book Value Securities188392908TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (8 entries)

DescriptionDescriptionAmountAmount
DEATH BENEFITS PAYABLE$17,525,465
ACCRUED POSTRETIREMENT BENEFIT$22,017
SETTLEMENT OPTIONS PAYABLE$16,226,092
MORTGAGE ESCROW LIABILITY$882,260
OBLIGATION-SECURITIES IN TRANS$4,785,920
DUE TO SUBSIDIARIES$220,102
PREPAID RENT$24,793
SECURITY DEPOSIT PAYABLES$23,134
FieldValueIRS element (for citing)
Total Of Amounts39709783TotalOfAmounts

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantXIndependentConsultant
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgDeferred Comp Filing OrgDeferredCompFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsBonus Related OrgsBonusRelatedOrgsDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs
WALTER R LINCOLN CFP
31843104500024500113603992910
TOM E HARGIS
1453160775015995130911821520
FLORENCE B WILSON CPA
155924076501651310551811420
JAMES M MALLEY
1935973199321000001102515310

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (31 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
AAFMAA MONITORING POLICYPART VI SECTION B #12cAAFMAA 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.
AAFMAA POLICYPART VI SECTION B #15bAAFMAA 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.
DISCLOSURESPART VI SECTION C #19GOVERNING DOCUMENT: A COPY OF THE CONSTITUTION IS GIVEN TO EACH MEMBER WHEN HE/SHE JOINS THE ASSOCIATION. ANNUAL REPORT INCLUDING AUDITED FINANCIAL STATEMENTS 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.
AAFMAA 990 REVIEW POLICYPART VI SECTION B #11THE FORM 990 IS REVIEWED BY THE CONTROLLER.
OTHER CHANGES IN NET ASSETSPART XI - RECONCILIATION OF NET ASSETSOTHER CHANGES IN NET ASSETS ARE AS FOLLOWS: INSURANCE & OTHER RESERVES INCREASES $ 23,140,384 INTEREST MAINTENANCE RESERVE INCREASE 1,635,049 CHANGE IN UNREALIZED DEPRECIATION OF EQUITY SECURITIES (2,566,017) INCREASE IN NON-ADMITTED ASSETS (3,424,374) MEMBER'S CAPITAL OF DISREGARDED ENTITIES 21,955,389 TOTAL CHANGE IN NET ASSETS $ 40,740,431
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LTG DONALD M BABERS TITLE:CHAIRMAN OF THE BOARD HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GEN JACK N MERRITT TITLE:VICE CHAIRMAN OF THE BOARD HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:WALTER R. LINCOLN, CFP TITLE:PRESIDENT, TREASURER HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:BG MACK C HILL TITLE:DIRECTOR, FINANCE COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:BG L DONNE OLVEY TITLE:DIRECTOR, FINANCE COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MG ROBERT L SMOLEN TITLE:DIRECTOR, FINANCE COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:COL JAMES P GERSTENLAUER TITLE:DIRECTOR, FINANCE COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:COL TYRUS W COBB TITLE:DIRECTOR, MEMBERSHIP COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LTG JOHN A DUBIA TITLE:DIRECTOR, MEMBERSHIP COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GEN JOHN A SHAUD TITLE:DIRECTOR, MEMBERSHIP COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MG DONALD W SHEPPERD TITLE:DIRECTOR, MEMBERSHIP COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:COL ELISABETH J STRINES TITLE:DIRECTOR, MEMBERSHIP COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LTC GEORGE T GREILING TITLE:DIRECTOR, FINANCE COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LTG JOSEPH DEFRANCISCO TITLE:DIRECTOR, MEMBERSHIP COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CSM GEORGE HORVATH TITLE:DIRECTOR, MEMBERSHIP COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CMSGT LEWIS E MONROE TITLE:DIRECTOR, MEMBERSHIP COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:COL DENNIS D. PORTER TITLE:DIRECTOR, FINANCE COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CMSGT JOHN T. RIDGE TITLE:DIRECTOR, FINANCE COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:WILLIAM J. LENNOX TITLE:CHAIRMAN MEMBERSHIP COMMITTEE HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:TOM E HARGIS TITLE:SECRETARY HOURS:35
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:BRADY M GRULER TITLE:VICE PRES FOR INSURANCE HOURS:35
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JAMES M MALLEY TITLE:EXEC VP & CHIEF OPER OFFICER HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LISA G MILMAN TITLE:VICE PRES MARKETING & SALES HOURS:35
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:FLORENCE B WILSON, CPA TITLE:CHIEF FINANCIAL ADVISOR HOURS:35
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GARY N. AIKEN TITLE:SENIOR FINANCIAL ANALYST HOURS:35
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:A. E. LYNE BABIN TITLE:MANAGER MEMBER SERVICES HOURS:40

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
AAFMAA PROPERTY LLC
1856 OLD RESTON AVENUERESTONVA20190264249351REAL ESTATEVA10523522016095AAFMAA
AAFMAA FINANCIAL ADVISORS LLC
1850 OLD RESTON AVENUERESTONVA20190270728455COUNSELINGVA462399-60705AAFMAA

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