AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION (EIN 53-0213841)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-19
- IRS object ID
- 201141399349300109
- Schema version
- 2010v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-19T09:45:54-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berlin Ramos & Company PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 Rockville Pike Ste 400 | AddressLine1 |
| City | Rockville | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530213841 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMY AND AIR FORCE MUTUAL AID ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARMY | NameControl |
| Phone | 7035223060 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 SHERIDAN AVENUE | AddressLine1 |
| City | FORT MYER | City |
| State | VA | State |
| ZIP Code | 22211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALTER R LINCOLN CFP | Name |
| Title | PRESIDENT & TREASURER | Title |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3015899000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 423175150 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.aafmaa.com | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1879 | YearFormation |
| Activity Or Mission Description | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO AID ITS MEMBERS AND FAMILIES IN A PROMPT, SIMPLE AND SUBSTANTIAL MANNER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 44 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 37822880 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 41408195 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 40638633 | InvestmentIncomePriorYear |
| Investment Income Current Year | 50794710 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -42805 | OtherRevenuePriorYear |
| Other Revenue Current Year | 908635 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 78418708 | TotalRevenuePriorYear |
| Total Revenue Current Year | 93111540 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 51684598 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 55226964 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4413612 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4273578 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18816280 | OtherExpensePriorYear |
| Other Expenses Current Year | 29732266 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 74914490 | TotalExpensesPriorYear |
| Total Expenses Current Year | 89232808 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3504218 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3878732 | RevenuesLessExpensesCY |
| Total Assets BOY | 921229941 | TotalAssetsBOY |
| Total Assets EOY | 951509414 | TotalAssetsEOY |
| Total Liabilities BOY | 37041641 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 37408156 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 884188300 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 914101258 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO AID ITS MEMBERS AND FAMILIES IN A PROMPT, SIMPLE AND SUBSTANTIAL MANNER. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 83607061 | Expense |
| Description | THE 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 84,000 MEMBERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2471491 | Expense |
| Description | THE ORGANIZATION PROVIDES A FINANCIAL AWARENESS PROGRAM, INCOME PROTECTION, INSURANCE COUNSELING, AND ASSISTANCE IN APPLYING FOR ENTITLEMENT BENEFITS TO A LARGE PORTION OF ITS MEMBERSHIP. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 86078552 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 994 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 44 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ASSOCIATION | NamePerson |
| Telephone Number | 7035223060 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 SHERIDAN AVENUE | AddressLine1 |
| City | FORT MYER | City |
| State | VA | State |
| ZIP Code | 22211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LTG DONALD M BABERS | ||||||||
| CHAIRMAN OF BOARD | 2.0 | X | ||||||
| GEN JACK N MERRITT | ||||||||
| VICE CHAIRMAN, FINANCE COMMITT | 2.0 | X | ||||||
| WALTER R LINCOLN CFP | ||||||||
| PRESIDENT, TREASURER | 50.0 | X | X | 325931 | 0 | 0 | ||
| BG MACK C HILL | ||||||||
| MEMBERSHIP, FINANCE COMMISSION | 1.0 | X | ||||||
| BG L DONNE OLVEY | ||||||||
| MEMBER, FINANCE COMMISSION | 1.0 | X | ||||||
| MG ROBERT L SMOLEN | ||||||||
| MEMBER, FINANCE COMMISSION | 1.0 | X | ||||||
| COL JAMES P GERSTENLAUER | ||||||||
| MEMBER , FINANCE COMMISSION | 1.0 | X | ||||||
| COL TYRUS W COBB | ||||||||
| MEMBER, MEMBERSHIP COMMISSION | 1.0 | X | ||||||
| LTG JOHN A DUBIA | ||||||||
| MEMBER, MEMBERSHIP COMMISSION | 1.0 | X | ||||||
| MAJ JOE R REEDER | ||||||||
| MEMBER, MEMBERSHIP COMMISSION | 1.0 | X | ||||||
| GEN JOHN A SHAUD | ||||||||
| MEMBER, MEMBERSHIP COMMISSION | 1.0 | X | ||||||
| MG DONALD W SHEPPERD | ||||||||
| MEMBER, MEMBERSHIP COMMISSION | 1.0 | X | ||||||
| COL ELISABETH J STRINES | ||||||||
| MEMBER, MEMBERSHIP COMMISSION | 1.0 | X | ||||||
| LTC GEORGE T GREILING | ||||||||
| DIRECTOR | 1.0 | X | ||||||
| LTG JOSEPH DEFRANCISCO | ||||||||
| DIRECTOR | 1.0 | X | ||||||
| CSM GEORGE HORVATH | ||||||||
| MEMBER, MEMBERSHIP COMMISSION | 1.0 | X | ||||||
| CMSGT LEWIS E MONROE | ||||||||
| MEMBER, MEMBERSHIP COMMISSION | 1.0 | X | ||||||
| COL DENNIS D PORTER | ||||||||
| MEMBER, FINANCE COMMISSION | 1.0 | X | ||||||
| CMSGT JOHN T RIDGE | ||||||||
| MEMBER,FINANCE COMMISSION | 1.0 | X | ||||||
| WILLIAM J LENNOX | ||||||||
| CHARIMAN OF MEMBERSHIP COMMN | 2.0 | X | ||||||
| TOM E HARGIS | ||||||||
| SECRETARY AND CONTROLLER | 35.0 | X | 144716 | 0 | 0 | |||
| BRADY M GRULER | ||||||||
| VICE PRES INSURANCE | 35.0 | X | 132649 | 0 | 0 | |||
| LISA G MILMAN | ||||||||
| VICE PRES MARKETING | 35.0 | 129044 | 0 | 0 | X | X | ||
| FLORENCE B WILSON CPA | ||||||||
| CHIEF FINANCIAL ADVISOR | 35.0 | 149180 | 0 | 0 | X | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 881520 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| C-VIEW CORP | |||||
| 2506 E MEREDITH DRIVE | VIENNA | VA | 22181 | MARKETING CONSULTANT | 703632 |
| EDDY SQUARED LLC | |||||
| 23 WILLETT WAY | GREENSBORO | NC | 27408 | ACTUARIAL SERVICES | 193483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| PREMIUM REVENUE | 41359931 | 41359931 |
| MEMBERSHIP FEES FOR SERVICES | 48264 | 48264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 41408195 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49250012 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49250012 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 331608308 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 330063610 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1544698 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1544698 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| CONSIDERATION SUPPLEMENTAL CONTRACTS | 493453 | 493453 |
| LOAN FEES | 18128 | 18128 |
| OTHER INVEST INC - R/E SUBSIDIARIES | 397054 | 397054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 908635 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93111540 | TotalRevenueColumn |
| Related Or Exempt Function Income | 91566842 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55226964 | Total |
| Program Services | 55226964 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 881520 | Total |
| Program Services | 490124 | ProgramServices |
| Management And General | 391396 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2513322 | Total |
| Program Services | 1793085 | ProgramServices |
| Management And General | 720237 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294730 | Total |
| Program Services | 210270 | ProgramServices |
| Management And General | 84460 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361959 | Total |
| Program Services | 258233 | ProgramServices |
| Management And General | 103726 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222047 | Total |
| Program Services | 158415 | ProgramServices |
| Management And General | 63632 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92128 | Total |
| Program Services | 23032 | ProgramServices |
| Management And General | 69096 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163507 | Total |
| Management And General | 163507 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2158578 | Total |
| Program Services | 2158578 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193483 | Total |
| Program Services | 193483 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1485478 | Total |
| Program Services | 1133744 | ProgramServices |
| Management And General | 351734 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167291 | Total |
| Program Services | 127120 | ProgramServices |
| Management And General | 40171 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1290114 | Total |
| Program Services | 920409 | ProgramServices |
| Management And General | 369705 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268236 | Total |
| Program Services | 191368 | ProgramServices |
| Management And General | 76868 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4035 | Total |
| Management And General | 4035 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97946 | Total |
| Program Services | 97946 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44840 | Total |
| Program Services | 31990 | ProgramServices |
| Management And General | 12850 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25528 | Total |
| Program Services | 25528 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| INSURANCE EXP - LIFE POLICY | 20048038 | 20048038 |
| INSURANCE EXP - ANNUITIES | 322353 | 322353 |
| EXCESS INTEREST CREDITED | 8926296 | 8926296 |
| INSURANCE EXPENSE-WAR RESERVE | -8346837 | -8346837 |
| MEDICAL ADVISORS, UNDERWRITING | 258645 | 258645 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2532607 | Total |
| Program Services | 1829768 | ProgramServices |
| Management And General | 702839 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89232808 | Total |
| Program Services | 86078552 | ProgramServices |
| Management And General | 3154256 | ManagementAndGeneral |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352857 | BOY |
| EOY | 686729 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74879823 | BOY |
| EOY | 34203166 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 5020 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2198914 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1212923 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416052 | BOY |
| EOY | 985991 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 687001556 | BOY |
| EOY | 746868569 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149487240 | BOY |
| EOY | 158403152 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9092413 | BOY |
| EOY | 10356787 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 921229941 | BOY |
| EOY | 951509414 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1939755 | BOY |
| EOY | 1990101 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1688369 | BOY |
| EOY | 1650191 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33413517 | BOY |
| EOY | 33767864 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37041641 | BOY |
| EOY | 37408156 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884188300 | BOY |
| EOY | 914101258 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884188300 | BOY |
| EOY | 914101258 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 921229941 | BOY |
| EOY | 951509414 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3878732 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 26034226 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| REAL ESTATE MORTGAGES | 70460705 | C |
| INVESTMENT IN SUBS | 22686160 | C |
| POLICY LOANS | 65256287 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 158403152 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEATH BENEFITS PAYABLE | $15,415,810 |
| ACCRUED POSTRETIREMENT BENEFIT | $22,983 |
| SETTLEMENT OPTIONS PAYABLE | $12,570,234 |
| MORTGAGE ESCROW LIABILITY | $686,229 |
| OBLIGATION-SECURITIES IN TRANS | $4,777,596 |
| DUE TO SUBSIDIARIES | $295,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 33767864 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WALTER R LINCOLN CFP | NamePerson |
| Base Compensation Filing Org | 325931 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Total Compensation Filing Org | 325931 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (29 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| AAFMAA MONITORING POLICY | PART VI SECTION B #12c | AAFMAA MAINTAINS A CONFLICT OF INTEREST STANDARD AND POLICY FOR DIRECTORS, CONSISTENT WITH THE VIRGINIA NONSTOCK CORPORATION ACT. TO RETAIN THEIR LIABILITY PROTECTION AND INDEMNIFICATION, DIRECTORS MAY NOT PARTICIPATE IN A "CONFLICT OF INTEREST TRANSACTION" AS A "NON-DISINTERESTED DIRECTOR." ANY DIRECTOR WHO BECOMES NON-DISINTERESTED MUST ADVISE THE OTHER DIRECTORS THAT HE OR SHE IS NON-DISINTERESTED WITH RESPECT TO THE APPLICABLE MATTER AND RECUSE HIMSELF OR HERSELF FROM VOTING IN ANY BOARD OR COMMITTEE MEETING ON ANY ACTION REGARDING AAFMAA AND THE APPLICABLE MATTER. THIS POLICY IS PROVIDED TO DIRECTORS AT EVERY JUNE BOARD MEETING THROUGH A MEMORANDUM FROM AAFMAA'S GENERAL COUNSEL. WITHIN THE MEMORANDUM THE GENERAL COUNSEL PROVIDES SPECIFIC GUIDANCE ON THE POLICY SO THAT DIRECTORS CAN RELY ON IT AS LEGAL ADVICE. |
| AAFMAA POLICY | PART VI SECTION B #15b | AAFMAA RETAINED AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE COMPENSATION OF THE PRESIDENT AND TREASURER AND COMPARE IT TO COMPENSATION SURVEY DATA FROM PARALLEL POSITIONS IN OTHER SIMILAR SIZE ASSOCIATIONS. THE PRESIDENT AND TREASURER'S SALARY FOLLOWS A METHOD ESTABLISHED SPECIFICALLY FOR THIS POSITION. IT IS REVIEWED AND APPROVED ANNUALLY BY THE CHAIRMAN OF THE BOARD. FOR ALL OTHER EMPLOYEES, THE PROCESS INCLUDES ANNUAL, WRITTEN REVIEWS AND PAY INCREASES DEPENDING UPON PERFORMANCE APPRAISALS. PAY INCREASES ARE WITHIN RANGES INITIALLY ESTABLISHED BY EXTERNAL COMPENSATION CONSULTANTS. RANGES ARE UPDATED ANNUALLY FOR INFLATION BUT NOT ANNUALLY FOR COMPARABILITY. RATINGS ARE COMPLETED CONTEMPORANEOUSLY AND FILED IN INDIVIDUAL PERSONNEL RECORDS. THIS PROCESS APPLIES TO ALL, NOT JUST OFFICERS OR KEY EMPLOYEES. |
| DISCLOSURES | PART VI SECTION C #19 | GOVERNING 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 POLICY | PART VI SECTION B #11 | THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL ADVISOR. |
| OTHER CHANGES IN NET ASSETS | PART XI - RECONCILIATION OF NET ASSETS | OTHER CHANGES IN NET ASSETS ARE AS FOLLOWS: INSURANCE & OTHER RESERVES INCREASES $17,575,375 INTEREST MAINTENANCE RESERVE DECREASE (524,721) CHANGE IN UNREALIZED DEPRECIATION OF EQUITY SECURITIES 11,132,044 INCREASE IN NON-ADMITTED ASSETS (2,148,472) TOTAL CHANGE IN NET ASSETS $26,034,226 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LTG DONALD M BABERS TITLE:CHAIRMAN OF BOARD HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:GEN JACK N MERRITT TITLE:VICE CHAIRMAN, FINANCE COMMITT HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:WALTER R. LINCOLN, CFP TITLE:PRESIDENT, TREASURER HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BG MACK C HILL TITLE:MEMBERSHIP, FINANCE COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BG L DONNE OLVEY TITLE:MEMBER, FINANCE COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MG ROBERT L SMOLEN TITLE:MEMBER, FINANCE COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:COL JAMES P GERSTENLAUER TITLE:MEMBER , FINANCE COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:COL TYRUS W COBB TITLE:MEMBER, MEMBERSHIP COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LTG JOHN A DUBIA TITLE:MEMBER, MEMBERSHIP COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MAJ JOE R REEDER TITLE:MEMBER, MEMBERSHIP COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:GEN JOHN A SHAUD TITLE:MEMBER, MEMBERSHIP COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MG DONALD W SHEPPERD TITLE:MEMBER, MEMBERSHIP COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:COL ELISABETH J STRINES TITLE:MEMBER, MEMBERSHIP COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LTC GEORGE T GREILING TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LTG JOSEPH DEFRANCISCO TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:CSM GEORGE HORVATH TITLE:MEMBER, MEMBERSHIP COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:CMSGT LEWIS E MONROE TITLE:MEMBER, MEMBERSHIP COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:COL DENNIS D. PORTER TITLE:MEMBER, FINANCE COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:CMSGT JOHN T. RIDGE TITLE:MEMBER,FINANCE COMMISSION HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:WILLIAM J. LENNOX TITLE:CHARIMAN OF MEMBERSHIP COMMN HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:TOM E HARGIS TITLE:SECRETARY AND CONTROLLER HOURS:35 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BRADY M GRULER TITLE:VICE PRES INSURANCE HOURS:35 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LISA G MILMAN TITLE:VICE PRES MARKETING HOURS:35 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:FLORENCE B WILSON CPA TITLE:CHIEF FINANCIAL ADVISOR HOURS:35 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| STARCO PROPERTIES HOLDING LLC | |||||||||
| 102 SHERIDAN AVENUE | FORT MYER | VA | 22211 | 611463436 | REAL ESTATE | VA | -3335 | 0 | AAFMAA |
| AAFMAA PROPERTY LLC | |||||||||
| 1856 OLD RESTON AVENUE | RESTON | VA | 20190 | 264249351 | REAL ESTATE | VA | 10083 | 22422620 | AAFMAA |
| AAFMAA FINANCIAL ADVISORS LLC | |||||||||
| 1850 OLD RESTON AVENUE | RESTON | VA | 20190 | 270728455 | COUNSELING | VA | 226896 | 226896 | AAFMAA |
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