AIR & SPACE FORCES AID SOCIETY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AIR & SPACE FORCES AID SOCIETY INC (EIN 54-1797281)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-19
- IRS object ID
- 201242939349300824
- 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
- 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 | 2012-10-19T14:30:11-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-10-19 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 113565105 | 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 | 6489363 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6249207 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4572162 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10073720 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -56990 | OtherRevenuePriorYear |
| Other Revenue Current Year | -70619 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11004535 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16252308 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8281186 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8890335 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2769207 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2732322 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 468497 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1630272 | OtherExpensePriorYear |
| Other Expenses Current Year | 1736004 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12680665 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13358661 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1676130 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2893647 | RevenuesLessExpensesCY |
| Total Assets BOY | 160853572 | TotalAssetsBOY |
| Total Assets EOY | 153781514 | TotalAssetsEOY |
| Total Liabilities BOY | 1424987 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1356537 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 159428585 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 152424977 | 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 BASE COMMUNITY ENHANCEMENT PROGRAMS. THE SOCIETY PROVIDED OVER $17.5 MILLION IN SUPPORT OF AIR FORCE MEMBERS AND THEIR FAMILIES IN 2011. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6861043 | Expense |
| Grants | 6063025 | 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 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 $6.0 MILLION IN $2,000 GRANTS, HELPING 3,000 STUDENTS PAY FOR COLLEGE. AN ADDITIONAL $50K IN MERIT-BASED GRANTS WERE AWARED TO 10 STUDENTS, EACH RECEIVING $5K. THE STAP PROGRAM PROVIDES ASSISTANCE TO SPOUSES OF ACTIVE DUTY SERVICE MEMBERS WHO ACCOMPANY THE MEMBERS ON OVERSEAS ASSIGNMENTS. THE FOCUS OF THE STAP PROGRAM IS THE COMPLETION OF A DEGREE OR CERTIFICATION PROGRAM THAT WILL PROVIDE INCREASED OCCUPATIONAL OPPORTUNITIES FOR THE SPOUSES BY PROVIDING UP TO $1,500 ANNUALLY TOWARDS TUITION COSTS. IN 2011, THE PROGRAM HELPED 623 SPOUSES BY PROVIDING OVER $273K IN SUPPORT. THE SOCIETY ALSO HELPED 214 FAMILIES WITH A TOTAL OF $214K IN NO-INTEREST SUPPLEMENTAL LOANS TO HELP FUND OTHER INCIDENTAL COLLEGE EXPENSES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2421306 | Expense |
| Grants | 2165691 | Grants |
| Description | COMMUNITY ENHANCEMENT PROGRAMS - THESE PROGRAMS PROVIDE FUNDS IN AN EFFORT TO HELP IMPROVE THE QUALITY OF LIFE OF US AIR FORCE MEMBERS AND THEIR FAMILIES. IN 2011, THE SOCIETY PROVIDED ALMOST $1.04 MILLION IN CHILDCARE SERVICES TO AF FAMILIES. OVER 42,000 DEPLOYED AIRMEN WERE GIVEN PREPAID CALLING CARDS AT A TOTAL COST OF $360,000 THROUGH THE PHONE HOME PROGRAM, HELPING THEM MAINTAIN CONTACT WITH FAMILY MEMBERS BACK HOME. $218,000 WAS SPENT ON THE BUNDLES FOR BABIES PROGRAM WHICH PROVIDES IMPORTANT INFORMATION FOR EXPECTING AF PARENTS REGARDING AVAILABLE ON BASE AND COMMUNITY ASSISTANCE PROGRAMS AS WELL AS A DISCUSSION OF THE ADDED FINANCIAL IMPACT THE NEW ADDITION TO THE FAMILY WILL HAVE. EACH FAMILY RECIEVES A TOTE BAG OF BABY-RELATED GOODS FOR ATTENDING THE CLASS. THE SOCIETY SPENT $183,000 ON THE CAR CAR PROGRAM, HELPING AF MEMBERS KEEP THEIR PRIMARY AUTOMOBILE IN GOOD RUNNING ORDER WITH OIL CHANGES AND INSPECTIONS. OTHER BASE PROGRAMS SUPPORTED BY THE SOCIETY INCLUDE THE YOUTH EMPLOYMENT SKILLS PROGRAM, SPOUSE ORIENTATION AND EMPLOYABILITY PROGRAMS,AND THE SPECIAL NEEDS INITIATIVE THAT HELPED FUND BASE EVENTS FOR AF FAMILIES WITH SPECIAL NEEDS CHILDREN. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1985231 | Expense |
| Grants | 661619 | Grants |
| Description | EMERGENCY ASSISTANCE - THE EA PROGRAM IS PRIORITY NUMBER ONE FOR THE SOCIETY. THIS PROGRAM AIMS TO 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 AF PERSONNEL WHO ADMINISTER THE PROGRAM CAN ALSO ASSIST THE AF MEMBER WITH FAMILY BUDGETING TO MAKE SURE THEY REMAIN FINANCIALLY SOUND AFTER THE EMERGENCY ASSISTANCE IS PROVIDED. IN 2011, THE SOCIETY PROVIDED $9.0 MILLION IN EMERGENCY ASSISTANCE, HELPING 17,800 AIRMEN AND THEIR FAMILIES. THIS SUPPORT WAS PROVIDED THROUGH ALMOST $662,000 IN GRANTS AND $8.4 MILLION IN INTEREST-FREE LOANS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 11267580 | 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 | 0 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | 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 |
| Number Of8282 Filed | 17 | NumberOf8282Filed |
| 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 (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR MICK MCKEOWN | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| HON WILLIAM A MOORMAN | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MAJ GEN EDWARD L BOLTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HON MICHAEL B DONLEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MAJ GEN ALFRED K FLOWERS RET | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CMSGT DENNIS L FRITZ RET | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LT GEN C BRUCE GREEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LT GEN RICHARD C HARDING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR WILLIAM W JENNINGS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LT GEN DARRELL D JONES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MRS ELLEN JUMPER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR JERROLD IW MITCHELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MAJ GEN SUSAN PAMERLEAU RET | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HON F WHITTEN PETERS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MR JAMES C REAGAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CMSAF JAMES A ROY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MRS PAULA D ROY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEN NORTON A SCHWARTZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MRS SUZIE SCHWARTZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HON EUGENE R SULLIVAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LT GEN JOHN D HOPPERJR RET | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | 194143 | 0 | 52918 | |
| COL SIDNEY R HEETLAND RET | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 141732 | 0 | 44317 | |
| COL LINDA F EGENTOWICH RET | ||||||
| CHIEF OPERATIONS OFFICER | 40.00 | X | 138146 | 0 | 41493 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 474021 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 138728 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 | SCHOLARSHIP PROGRAM ADMINISTRATION | 323304 |
| NORTHERN TRUST | |||||
| 50 LASALLE ST M-15 | CHICAGO | IL | 60603 | INVESTMENT MANAGEMENT | 213972 |
| BAM TECHNOLOGIES | |||||
| 2001 JEFFERSON DAVIS HWY STE 610 | ARLINGTON | VA | 22202 | IT SOFTWARE DEVELOPMENT | 155689 |
| MELLEN & COMPANY | |||||
| 9538 BAYFRONT DR | NORFOLK | VA | 23518 | IT SOFTWARE DEVELOPMENT | 124438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 5297 | FederatedCampaigns |
| Fundraising Events | 758212 | FundraisingEvents |
| Related Organizations | 12604 | RelatedOrganizations |
| Government Grants | 276198 | GovernmentGrants |
| All Other Contributions | 5196896 | AllOtherContributions |
| Noncash Contributions | 338209 | NoncashContributions |
| Total Contributions | 6249207 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3849251 | TotalRevenueColumn |
| Exclusion | $3,849,251 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 103323773 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97099304 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6224469 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6224469 | TotalRevenueColumn |
| Exclusion | $6,224,469 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 127304 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 758212 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 213493 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -86189 | TotalRevenueColumn |
| Exclusion | -$86,189 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| COLLECTION - LOANS W/O | 900099 | 8058 | 8058 | |
| CLASS ACTION SETTLEMEN | 900099 | 7512 | $7,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15570 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16252308 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8058 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,995,043 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48107 | Total |
| Program Services | 48107 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7984892 | Total |
| Program Services | 7984892 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 857336 | Total |
| Program Services | 857336 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 612749 | Total |
| Program Services | 337012 | ProgramServices |
| Management And General | 208335 | ManagementAndGeneral |
| Fundraising | 67402 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1323744 | Total |
| Program Services | 728060 | ProgramServices |
| Management And General | 450073 | ManagementAndGeneral |
| Fundraising | 145611 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122107 | Total |
| Program Services | 67159 | ProgramServices |
| Management And General | 41516 | ManagementAndGeneral |
| Fundraising | 13432 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546769 | Total |
| Program Services | 300723 | ProgramServices |
| Management And General | 185901 | ManagementAndGeneral |
| Fundraising | 60145 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126953 | Total |
| Program Services | 69824 | ProgramServices |
| Management And General | 43164 | ManagementAndGeneral |
| Fundraising | 13965 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28846 | Total |
| Program Services | 15866 | ProgramServices |
| Management And General | 9808 | ManagementAndGeneral |
| Fundraising | 3172 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51292 | Total |
| Management And General | 51292 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268653 | Total |
| Management And General | 268653 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57604 | Total |
| Program Services | 31682 | ProgramServices |
| Management And General | 19585 | ManagementAndGeneral |
| Fundraising | 6337 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108448 | Total |
| Program Services | 62771 | ProgramServices |
| Management And General | 34685 | ManagementAndGeneral |
| Fundraising | 10992 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199740 | Total |
| Program Services | 110107 | ProgramServices |
| Management And General | 67723 | ManagementAndGeneral |
| Fundraising | 21910 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257145 | Total |
| Program Services | 141430 | ProgramServices |
| Management And General | 87429 | ManagementAndGeneral |
| Fundraising | 28286 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25481 | Total |
| Program Services | 14014 | ProgramServices |
| Management And General | 8664 | ManagementAndGeneral |
| Fundraising | 2803 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11995 | Total |
| Program Services | 8333 | ProgramServices |
| Management And General | 3662 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172459 | Total |
| Program Services | 94853 | ProgramServices |
| Management And General | 58636 | ManagementAndGeneral |
| Fundraising | 18970 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36575 | Total |
| Program Services | 20117 | ProgramServices |
| Management And General | 12435 | ManagementAndGeneral |
| Fundraising | 4023 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EDUCATION GRANT ADMINIS | 323304 | 323304 | ||
| MISCELLANEOUS | 70932 | 51990 | 14314 | 4628 |
| OTHER FUNDRAISING COSTS | 66821 | 66821 | ||
| POST RETIREMENT BENEFIT | 56709 | 56709 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13358661 | Total |
| Program Services | 11267580 | ProgramServices |
| Management And General | 1622584 | ManagementAndGeneral |
| Fundraising | 468497 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2192256 | BOY |
| EOY | 1880131 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 905426 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30606 | BOY |
| EOY | 27311 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6418027 | BOY |
| EOY | 5495958 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33187 | BOY |
| EOY | 40665 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1633687 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1164500 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472625 | BOY |
| EOY | 469187 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151347815 | BOY |
| EOY | 139628892 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4947916 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 359056 | BOY |
| EOY | 386028 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160853572 | BOY |
| EOY | 153781514 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257192 | BOY |
| EOY | 231421 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1167795 | BOY |
| EOY | 1125116 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1424987 | BOY |
| EOY | 1356537 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157674036 | BOY |
| EOY | 150641362 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29745 | BOY |
| EOY | 33811 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1724804 | BOY |
| EOY | 1749804 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159428585 | BOY |
| EOY | 152424977 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160853572 | BOY |
| EOY | 153781514 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2893647 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -9897255 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 6780916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7162701 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5961902 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6238913 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5973009 | CurrentTaxYear |
| Total | 32117441 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 233807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 280230 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 243426 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 276198 | CurrentTaxYear |
| Total | 1284111 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7014723 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7442931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6205328 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6489363 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6249207 | CurrentTaxYear |
| Total | 33401552 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 33401552 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4916330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5362248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4204336 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3855274 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3849251 | CurrentTaxYear |
| Total | 22187439 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47316 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 104517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 141216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 166813 | CurrentTaxYearMinus1Year |
| Current Tax Year | 142874 | CurrentTaxYear |
| Total | 602736 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 56191727 | TotalSupport |
| Gross Receipts From Admissions Etc | 58916 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.59440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.59350 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCH A, PART II, LINE 10 - OTHER INCOME INCLUDES THREE DIFFERENT ITEMS. (1) THE SOCIETY RECEIVES INCOME FROM THE SETTLEMENT OF CLASS ACTION LAWSUITS FROM COMPANIES IN WHICH THE SOCIETY HELD AN INVESTMENT WITHIN ITS INVESTMENT PORTFOLIO. IN 2011, THE SOCIETY RECEIVED $7,512 FROM CLASS ACTION LAWSUIT SETTLEMENTS. (2) THE GROSS EVENT REVENUE COLLECTED FOR THE ANNUAL USAF CHARITY BALL THAT WAS HELD ON APRIL 9, 2011. THIS EVENT RAISED REVENUE OF $127,304 THAT IS CATEGORIZED AS OTHER REVENUE IN SCHEDULE A, PART II, WITH AN ADDITIONAL $758,212 THAT IS RECORDED IN THE DONATIONS LINE AS FUND RAISING EVENT DONATIONS. (3) THE SUBSEQUENT COLLECTION ON EMERGENCY ASSISTANCE LOANS WRITTEN OFF AS UNCOLLECTIBLE. IN 2011, THE SOCIETY RECEIVED $8,058 AS REPAYMENT ON EMERGENCY ASSISTANCE LOANS THAT WERE PREVIOUSLY WRITTEN OFF AS UNCOLLECTIBLE. | GeneralExplanation |
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 | 1724804 | BeginningOfYearBalance |
| Contributions | 26218 | Contributions |
| Investment Earnings Or Losses | -1218 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1724804 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 | 175208 | Depreciation |
| Book Value | 44713 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1413766 | OtherCostOrOtherBasis |
| Depreciation | 989292 | Depreciation |
| Book Value | 424474 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 469187 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $109,998 |
| ACCRUED COMPENSATION | $221,673 |
| ACCRUED YES PROGRAM GRANT LIABILITY | $281,731 |
| POST RETIREMENT BENEFIT LIABILITY (UNFUNDED) | $413,669 |
| DEFERRED 2012 CHARITY BALL INCOME | $98,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1125116 | TotalOfAmounts |
| Total Revenue | 16252308 | TotalRevenue |
| Total Expenses | 13358661 | TotalExpenses |
| Excess Or Deficit For Year | 2893647 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -9897255 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -9897255 | TotalAdjustments |
| Excess Or Deficit Per FS | -7003608 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6240940 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -9897255 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -9897255 | RevenueNotRptdF990 |
| Revenue Subtotal | 16138195 | RevenueSubtotal |
| Investment Expenses Not Included | 268653 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -154540 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 114113 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16252308 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13244548 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 154540 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 154540 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13090008 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 268653 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 268653 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13358661 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SOCIETY'S EDUCATION GRANT ENDOWMENT FUND CONSISTS OF A SINGLE FUND INVESTED TO PROVIDE EARNINGS TO PAY SCHOLARSHIPS UNDER THE GENERAL HENRY H. ARNOLD EDUCATION GRANT PROGRAM. THE FUNDS ARE DONOR-RESTRICTED TO BE HELD IN PERPETUITY TO FUND NAMED EDUCATION GRANTS AS DESIGNATED BY THE DONOR. 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: | PART X, LINE 2: FIN 48 FOOTNOTE - THE SOCIETY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. THE SOCIETY BELIEVES IT IS NO LONGER SUBJECT TO US FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR THE YEARS BEFORE 2008. |
| PART XII, LINE 4B - CHARITY BALL EVENT EXPENSES - $154,540 THIS $154,540 IS THE DIRECT COST OF THE SOCIETY'S USAF CHARITY BALL FUND-RAISING EVENT HELD IN 2011. THE FORM 990 REQUIRES THESE COSTS TO BE NETTED AGAINST THE EVENT EARNINGS IN THE STATEMENT OF REVENUES IN PART VIII, LINE 8B. THE SOCIETY BOOKS THE DIRECT COSTS OF THE EVENT AS A FUNDRAISING EXPENSE IN THE STATEMENT OF ACTIVITIES, AS REFLECTED IN ITS AUDITED FINANCIAL STATEMENTS. THESE EVENT COSTS INCLUDE FOOD AND BEVERAGE, RENTAL SPACE, ENTERTAINMENT, EVENT MANAGEMENT, AND OTHER DIRECT COSTS ASSOCIATED WITH THE EVENT. PART XIII, LINE 2D - CHARITY BALL EVENT EXPENSES - $154,540 THIS IS THE $154,540 DIRECT COST OF THE SOCIETY'S USAF CHARITY BALL FUND-RASING 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 | 0 | 0 | GRANTS | 60173 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | 101966 | SEE PART V |
| EUROPE | 0 | 0 | GRANTS | 140878 | |
| EUROPE | 0 | 0 | PROGRAM SERVICES | 197298 | SEE PART V |
| MIDDLE EAST | 0 | 0 | PROGRAM SERVICES | 357021 | PHONE CARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 857336 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 857336 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (15 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 | 143 | 60173 | CHECK | |||
| EDUCATION GRANTS FOR COLLEGE COURSES | EUROPE | 343 | 140878 | CHECK | |||
| EMERGENCY FINANCIAL ASSISTANCE | EAST ASIA AND THE PACIFIC | 7 | 3210 | CHECK | |||
| EMERGENCY FINANCIAL ASSISTANCE | EUROPE | 29 | 17272 | CHECK | |||
| CAR MAINTENANCE | EAST ASIA AND THE PACIFIC | 277 | 8875 | CHECK | |||
| CAR MAINTENANCE | EUROPE | 838 | 40614 | CHECK | |||
| BASE CHILDCARE SERVICES | EAST ASIA AND THE PACIFIC | 58564 | CHECK | ||||
| BASE CHILDCARE SERVICES | EUROPE | 85532 | CHECK | ||||
| BASE EDUCATION PROGRAMS | EAST ASIA AND THE PACIFIC | 207 | 7196 | CHECK | |||
| BASE EDUCATION PROGRAMS | EUROPE | 406 | 14152 | CHECK | |||
| BUNDLES FOR BABIES | EAST ASIA AND THE PACIFIC | 365 | 21934 | GIFT TOTE BAGS | COST | ||
| BUNDLES FOR BABIES | EUROPE | 541 | 34562 | GIFT TOTE BAGS | COST | ||
| PHONE CARDS FOR DEPLOYED AIRMEN | EUROPE | 74 | 629 | PHONE CARDS | COST | ||
| PHONE CARDS FOR DEPLOYED AIRMEN | MIDDLE EAST | 42030 | 357021 | PHONE CARDS | COST | ||
| 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 (3 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 THE UNITED STATES THROUGH TWO PROGRAMS: SPOUSE TUITION ASSISTANCE PROGRAM (STAP) AND THE YOUTH EMPLOYMENT SKILLS PROGRAM (YES). ELIGIBILITY FOR THE STAP PROGRAM IS LIMITED TO SPOUSES OF ACTIVE DUTY AIR FORCE MEMBERS WHO ACCOMPANY THE SERVICE MEMBER TO OVERSEAS LOCATIONS, OFFERING UP TO $1,500 IN TUITION ASSISTANCE PER ACADEMIC YEAR. THE YES PROGRAM GIVES HIGH SCHOOL DEPENDENTS OF ACTIVE DUTY AF MEMBERS THE OPPORTUNITY TO EARN UP TO A $1,000 GRANT BY PARTICIPATING IN THE ON-BASE YOUTH VOLUNTEER PROGRAM. THESE TWO PROGRAMS ARE ADMINISTERED BY AIR FORCE PERSONNEL WORKING AT THE OVERSEAS BASES WITH OVERSIGHT BY THE AIR FORCE AID SOCIETY EDUCATION DEPARTMENT. STUDENTS THAT ARE APPROVED FOR A GRANT MUST PROVIDE AN INVOICE OR FINANCIAL STATEMENT FROM THE SCHOOL THAT IDENTIFIES THE STUDENT, CURRICULUM AND COSTS BEFORE ANY GRANTS ARE ISSUED. THE GRANTS CAN ONLY BE USED TOWARDS TUITION, BOOKS AND RELATED FEES AS SUBSTANTIATED BY THE INVOICE OR FINANCIAL STATEMENT SUBMITTED BY THE STUDENT. GRANT CHECKS ARE ISSUED DIRECTLY TO THE SCHOOL WITH A COVER LETTER STATING HOW THE FUNDS SHOULD BE APPLIED TO THE STUDENT'S ACCOUNT. |
| 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 AND THE PACIFIC. |
| PART I, LINE 3 (B) & (E) - THE SOCIETY'S PROGRAMS ARE ADMINISTERED BY US AIR FORCE EMPLOYEES AT BASES IN EAST ASIA AND EUROPE THROUGH THE AIRMAN AND FAMILY READINESS CENTERS AND EDUCATION OFFICES ON BASE. THESE EMPLOYEES ARE PAID WORKERS OF THE US AIR FORCE AND PART OF THEIR REGULAR DUTIES IS TO PROVIDE SUPPORT TO AIRMEN AT THE BASE LEVEL BY ADMINISTERING THE AIR FORCE AID SOCIETY PROGRAMS. PART I, LINE 3(E) - THE PROGRAMS AVAILABLE TO AIRMEN STATIONED AT OVERSEAS AIR FORCE BASES IN EAST ASIA, EUROPE AND THE MIDDLE EAST INCLUDE EMERGENCY FINANCIAL ASSISTANCE, WHICH AIMS TO HELP AIR FORCE MEMBERS IN FINANCIAL TROUBLE PAY FOR HOUSING, FOOD, UTILITIES AND OTHER BASIC NEEDS. OTHER AVAILABLE PROGRAMS INCLUDE CHILD CARE SERVICES, CAR CARE, LOCAL BASE EDUCATION PROGRAMS, BUNDLES FOR BABIES, AND THE PHONE HOME PROGRAM. PART I, LINE 3(E) - THE SOCIETY USES THE ACCRUAL METHOD OF ACCOUNTING. THE PROGRAM EXPENDITURES ARE BASED ON THE COST OF THE BENEFIT PROVIDED. NON-CASH PROGRAMS, SUCH AS THE BUNDLES FOR BABIES AND PHONE HOME CALLING CARD PROGRAM, ARE VALUED BASED ON THE COSTS OF THE ITEMS PURCHASED BY THE SOCIETY AS ASSISTANCE TO AIR FORCE MEMBERS. PART III(C) - THE SOCIETY UTILIZES A PROPRIETARY DATABASE SYSTEM TO TRACK THE ASSISTANCE GIVEN, INCLUDING THE NUMBER OF PEOPLE ASSISTED. THE EXCEPTION IS FOR CHILDCARE SERVICES WHERE NO RECIPIENT DATA IS KEPT NOR ESTIMATED DUE TO THE FACT THESE PROGRAMS ARE PROVIDED TO GROUPS OF PEOPLE AND NOT TIED TO SPECIFIC AF MEMBERS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHARITY BALL | NameOfEvent1 |
| Gross Receipts Event1 | 885516 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 758212 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 127304 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 2205 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 70433 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 602 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 140253 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 885516 | GrossReceiptsTotal |
| Charitable Contributions Total | 758212 | CharitableContributionsTotal |
| Gross Revenue Total Events | 127304 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2205 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 70433 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 602 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 140253 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 213493 | DirectExpenseSummaryEvents |
| Net Income Summary | -86189 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Recipient Table RecipientTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant | N/A | PurposeOfGrant |
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 COURSES | 3304 | 5904816 | |||
| EMERGENCY ASSISTANCE FOR FOOD, SHELTER AND UTILITIES | 1232 | 641136 | |||
| ASSISTANCE WITH CAR REPAIRS AND MAINTENANCE | 4130 | 133040 | |||
| BASE CHILD CARE SERVICES | 892484 | ||||
| BASE EDUCATION PROGRAMS | 4161 | 164399 | |||
| BUNDLES FOR BABIES SEMINAR | 3624 | 161579 | COST | GIFT TOTE BAGS OF BABY-RELATED ITEMS | |
| PHONE CARDS GIVEN TO DEPLOYED AIR FORCE MEMBERS | 337 | 2863 | COST | PREPAID PHONE CARDS | |
| SURVIVING FAMILY BENEFITS REVIEW PROGRAM | 85 | 84575 | COST | LIFETIME MEMBERSHIP IN PROGRAM TO TRACK THE CHANGING SURVIVOR BENEFITS FOR FAMILIES 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 EDUCATIONAL GRANTS TO AF MEMBERS AND THEIR FAMILIES STATIONED IN THE UNITED STATES THROUGH THREE PROGRAMS: HAP ARNOLD EDUCATION GRANT PROGRAM, THE SPOUSE TUITION ASSISTANCE PROGRAM (STAP) AND THE YOUTH EMPLOYMENT SKILLS PROGRAM (YES). THE SOCIETY HIRED A THIRD PARTY ORGANIZATION TO ADMINISTER THE HAP ARNOLD GRANT PROGRAM WHICH PROVIDED $6.05 MILLION IN GRANTS DURING 2011. ACT HANDLES THE NEED-BASED ASSESSMENT OF ALL APPLICANTS TO DETERMINE WHICH STUDENTS ARE AWARDED A GRANT. ACT, INC THEN DISBURSES FUNDS DIRECTLY TO THE STUDENT'S SCHOOL WITH A LETTER INDICATING THAT FUNDS ARE FOR FULL-TIME ENROLLMENT IN UNDERGRADUATE STUDIES AND THAT PROCEEDS MAY BE USED ONLY FOR TUITION, FEES, BOOKS, SUPPLIES AND CURRICULUM-REQUIRED MATERIALS ASSOCIATED WITH THE ACADEMIC YEAR FOR WHICH THE FUNDS HAVE BEEN DISBURSED. THE STAP AND YES PROGRAMS ARE ADMINISTERED BY AIR FORCE PERSONNEL WORKING OUT OF THE BASE EDUCATION OFFICES AT BASES PARTICIPATING IN THE PROGRAMS WITH OVERSIGHT BY THE SOCIETY'S EDUCATION STAFF HEADQUARTERED IN ARLINGTON, VIRGINIA. FOR THESE PROGRAMS, STUDENTS MUST PROVIDE INVOICES OR FINANCIAL STATEMENTS FROM THE SCHOOL THAT IDENTIFY THE STUDENT, CURRICULUM AND COSTS BEFORE ANY GRANTS ARE ISSUED. GRANT CHECKS ARE ISSUED DIRECTLY TO THE SCHOOL WITH A COVER LETTER REITERATING HOW THE FUNDS MAY BE APPLIED ON THE STUDENT'S ACCOUNT. | 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 |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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)
| 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 | |||||||||||||
| 179685 | 0 | 8000 | 0 | 6458 | 0 | 16892 | 0 | 36026 | 0 | 247061 | 0 | 0 | 0 |
| COL SIDNEY R HEETLAND RET | |||||||||||||
| 133961 | 0 | 6000 | 0 | 1771 | 0 | 12596 | 0 | 31721 | 0 | 186049 | 0 | 0 | 0 |
| COL LINDA F EGENTOWICH RET | |||||||||||||
| 132000 | 0 | 4000 | 0 | 2146 | 0 | 12240 | 0 | 29253 | 0 | 179639 | 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 TO ALL EMPLOYEES UP TO $650 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. A WRITTEN COMPENSATION AGREEMENT IS EXECUTED EACH YEAR, DOCUMENTING THE COMPENSATION PACKAGE APPROVED BY 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 | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3057 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | OFFICE LEASE | 1 | 259273 | LEASE AGREEMENT |
| X | AUCTION ITEMS | 135 | 58953 | FAIR VALUE/COST |
| X | COMPUTER EQUIPMENT | 21 | 16926 | FAIR VALUE ESTIMATE |
| 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 SELLS ALL OF THE ITEMS ON THE NIGHT OF THE EVENT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD OF TRUSTEES MEMBERS, GEN NORTON A. SCHWARTZ AND MRS. SUZIE SCHWARTZ ARE 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 REVIEWED INITIALLY BY THE SOCIETY'S CFO AND THEN FORWARDED ON TO THE OTHER OFFICERS FOR THEIR INPUT. FOLLOWING THE INTERNAL REVIEW, THE 990 IS SENT TO AN OUTSIDE ACCOUNTING FIRM FOR AN INDEPENDENT REVIEW. PRIOR TO FILING THE TAX FORMS WITH THE IRS, THE SOCIETY MAKES THE DRAFT FILING AVAILABLE TO THE FULL BOARD OF TRUSTEES VIA AN EMAIL OR THE TRUSTEE PORTAL ON THE AFAS.ORG WEBSITE. ONCE THE 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 IT IS DETERMINED THAT A CONFLICT OR POTENTIAL CONFLICT EXISTS, THE AUDIT COMMITTEE WOULD DETERMINE THE APPROPRIATE ACTION TO BE TAKEN. THE MATTER WOULD THEN BE PRESENTED TO THE FULL BOARD OF TRUSTEES WHERE A VOTE WOULD BE TAKEN ON THE RECOMMENDATION MADE BY THE AUDIT COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE REVIEW OF EXECUTIVE COMPENSATION IS HANDLED BY THE BOARD OF TRUSTEES THROUGH THEIR APPOINTED COMPENSATION COMMITTEE. THIS COMMITTEE IS RESPONSIBLE FOR PREPARING AND REVIEWING THE CEO'S EMPLOYMENT CONTRACT. THEY ALSO APPROVE THE SALARY, BONUS AND BENEFIT PACKAGES OF THE SOCIETY'S OTHER OFFICERS AS RECOMMENDED BY THE CEO. THE REVIEW OF OFFICER COMPENSATION INCLUDES COMPARISONS WITH SIMILAR MILITARY RELIEF ORGANIZATIONS AND OTHER NON-PROFIT ORGANIZATIONS OF A SIMILAR SIZE. THE COMPENSATION COMMITTEE ALSO REVIEWS THE SALARY LEVELS OF THE FULL STAFF, COMPARING THE SALARY LEVELS TO THE GS SCHEDULE UTILIZED BY THE US GOVERNMENT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY PROVIDES DIRECT PUBLIC ACCESS TO THE ANNUAL AUDIT REPORT AND 990 TAX FILING BY MAKING THE DOCUMENTS AVAILABLE ONLINE THROUGH THE AFAS.ORG WEBSITE. BOARD OF TRUSTEE BY-LAWS, MEETING MINUTES, CONFLICT OF INTEREST DISCLOSURES AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE PER REQUEST ONLY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -9,897,255. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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 |
| 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ARMED FORCES RELIEF TRUST | ||
| C | 12604 | CASH RECEIVED |
| ARMED FORCES RELIEF TRUST | ||
| K | NO ESTIMATE | |
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