FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION (EIN 53-0213841)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-23
IRS object ID
202631139349300703
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-23T07:22:52-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH 10TH ST STE 900AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23219ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530213841EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ARMED FORCES MUTUAL AIDBusinessNameLine1Txt
Business Name Line2ASSOCIATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone7037074600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 SHERIDAN AVENUEAddressLine1Txt
CityFORT MYERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL J MEESEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7037074600PhoneNum
Signature2026-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBREE-ANN WEIDNERPreparerPersonNm
PTINP01319397PTIN
Phone8046735700PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL J MEESEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 SHERIDAN AVENUEAddressLine1Txt
CityFORT MYERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22211ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$278,493,858GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AAFMAA.COMWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1879FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee173TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$79,369,522PYProgramServiceRevenueAmt
CY Program Service Revenue$78,261,113CYProgramServiceRevenueAmt
PY Investment Income$36,385,967PYInvestmentIncomeAmt
CY Investment Income$37,847,453CYInvestmentIncomeAmt
PY Other Revenue$11,649,764PYOtherRevenueAmt
CY Other Revenue$26,659,288CYOtherRevenueAmt
PY Total Revenue$127,405,253PYTotalRevenueAmt
CY Total Revenue$142,767,854CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$93,833,225PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$94,844,070CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,383,038PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$21,444,254CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$28,990,430PYOtherExpensesAmt
CY Other Expenses$28,047,345CYOtherExpensesAmt
PY Total Expenses$144,206,693PYTotalExpensesAmt
CY Total Expenses$144,335,669CYTotalExpensesAmt
PY Revenues Less Expenses-$16,801,440PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,567,815CYRevenuesLessExpensesAmt
Total Assets BOY$1,275,946,668TotalAssetsBOYAmt
Total Assets EOY$1,263,544,055TotalAssetsEOYAmt
Total Liabilities BOY$90,714,347TotalLiabilitiesBOYAmt
Total Liabilities EOY$86,059,947TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,185,232,321NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,177,484,108NetAssetsOrFundBalancesEOYAmt
MissionAAFMAA'S MISSION IS TO HELP ENSURE THE FINANCIAL SECURITY AND INDEPENDENCE OF THE MEMBERS OF THE AMERICAN ARMED FORCES COMMUNITY BY PROVIDING INSURANCE AND OTHER BENEFITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescAAFMAA'S PRIMARY ACTIVITY IS TO PROVIDE LIFE INSURANCE FOR THOSE INDIVIDUALS WHO QUALIFY UNDER THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(23) DEFINITION, WHICH MEANS THEY MUST BE PRESENT OR PAST MEMBERS OF THE UNITED STATES ARMED FORCES OR THEIR FAMILY MEMBERS. IN ADDITION, AAFMAA PROVIDES ASSISTANCE TO MEMBERS WITH MILITARY BENEFITS, RETIREMENT PLANNING, VETERANS ADMINISTRATION (VA) CLAIM PROCESSING, AND DOCUMENT STORAGE IN BOTH ITS PHYSICAL AND DIGITAL VAULTS. IT ALSO PROVIDES SURVIVOR ASSISTANCE FOR FAMILIES OF MILITARY MEMBERS TO ENSURE THAT SURVIVING FAMILY MEMBERS OBTAIN THEIR LIFE INSURANCE BENEFITS, SOCIAL SECURITY BENEFITS, VA BENEFITS, AND ALL OTHER APPROPRIATE ENTITLEMENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescAAFMAA WEALTH MANAGEMENT & TRUST LLC, A WHOLLY OWNED SUBSIDIARY FORMED IN 2012 AS A NORTH CAROLINA TRUST COMPANY AND REGULATED BY THE NORTH CAROLINA COMMISSIONER OF BANKS, PROVIDES FINANCIAL PLANNING, INVESTMENT MANAGEMENT, AND TRUST SERVICES TO THOSE QUALIFIED FOR AAFMAA SERVICES UNDER IRC SECTION 501(C)(23).Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescAAFMAA MORTGAGE SERVICES LLC, A WHOLLY OWNED SUBSIDIARY FORMED IN 2016 AND REGULATED BY THE NORTH CAROLINA COMMISSIONER OF BANKS, OFFERS VETERAN ADMINISTRATION (VA), FEDERAL HOUSING ADMINISTRATION (FHA), CONVENTIONAL, AND OTHER RESIDENTIAL MORTGAGE PRODUCTS TO THOSE QUALIFIED FOR AAFMAA SERVICES UNDER SECTION 501(C)(23).Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1635IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee173EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NIRA SERPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7037074637PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 SHERIDAN AVENUEAddressLine1Txt
CityFORT MYERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22211ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL J MEESE
PRESIDENT40.000.00Yes (X)Yes (X)$359,844$0$39,726
GEN DENNIS J REIMER
CHAIR2.000.00Yes (X)Yes (X)$0$0$0
MG WILLIAM M MATZ
VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
LTG JOHN A DUBIA
DIRECTOR/CHAIR MEMBERSHIP2.000.00Yes (X)Yes (X)$0$0$0
MG JOHN G FERRARI
DIRECTOR/CHAIR FINANCE2.000.00Yes (X)Yes (X)$0$0$0
CW3 ROBIN H BOUDIETTE JR
DIRECTOR2.000.00Yes (X)$0$0$0
CMSGT LEWIS E MONROE III
DIRECTOR2.000.00Yes (X)$0$0$0
COL ELISABETH J STRINES
DIRECTOR2.000.00Yes (X)$0$0$0
LTG GUY C SWAN
DIRECTOR2.000.00Yes (X)$0$0$0
BGEN DAVID G REIST
DIRECTOR2.000.00Yes (X)$0$0$0
MG RODNEY O ANDERSON
DIRECTOR2.000.00Yes (X)$0$0$0
LTG KEITH C WALKER
DIRECTOR2.000.00Yes (X)$0$0$0
BRIG GEN JONATHAN D GEORGE
DIRECTOR (THRU 6/10/25)2.000.00Yes (X)$0$0$0
GERALD T QUINN
COO & SECRETARY40.000.00Yes (X)$349,208$0$46,865
MARK MATSUURA
CFO & TREASURER40.000.00Yes (X)$257,018$0$25,683
CHARLENE G WILDE
SR VICE PRESIDENT & ASST SECRETARY40.000.00Yes (X)$186,537$0$14,458
JAMES J HAVENER
PRESIDENT, AMS40.000.00$415,959$0$39,405Yes (X)
STEPHEN C MANNELL
PRESIDENT, AWMT40.000.00$347,123$0$17,995Yes (X)
ROBERT GREENBAUM
CHIEF MARKETING OFFICER, AMS40.000.00$330,716$0$46,837Yes (X)
CHARLES B BETANCOURT
COO, AP40.000.00$326,749$0$14,696Yes (X)
AMARISH PATHAK
CHIEF TECHNOLOGY OFFFICER, AMS40.000.00$318,473$0$14,319Yes (X)
DANIEL J MCLAUGHLIN
CFO, AWMT40.000.00$274,007$0$15,191Yes (X)
STEVEN J SCHNIPPEL
CONTROLLER, AP40.000.00$241,120$0$48,334Yes (X)
MITCHELL KR TURNER
CHIEF INFORMATION OFFICER40.000.00$234,844$0$48,085Yes (X)
JOHN J SHIVAR
SVP BUSINESS DEVELOPMENT, AWMT40.000.00$215,010$0$36,100Yes (X)
KEVIN KINCAID
CHIEF MARKETING OFFICER40.000.00$214,102$0$60,387Yes (X)
NIRA P SERPA
CONTROLLER40.000.00$197,347$0$46,321Yes (X)
SHARON GROSSMAN
CONTROLLER, AMS40.000.00$166,557$0$34,389Yes (X)
JOSHUA M SCHNELLE
SR. RELATIONSHIP MANAGER, AWMT40.000.00$293,774$0$40,618Yes (X)
COREY K RIGGS
BRANCH MANAGER, AMS (THRU 10/14/25)40.000.00$293,464$0$41,638Yes (X)
ANTHONY E NEMANIC
SR. RELATIONSHIP MANAGER, AWMT40.000.00$266,116$0$44,015Yes (X)
PAUL E JABLANSKY
CHIEF INVESTMENT OFFICER, AWMT40.000.00$244,013$0$31,134Yes (X)
DANIELLE J NUXOLL
SR RELATIONSHIP MANAGER40.000.00$228,964$0$10,299Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,760,945TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$716,495TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K64IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
METROSTAR SYSTEMS INC
1856 OLD RESTON AVE SUITE 100RESTONVA20190IT SERVICES$3,924,124
SAPIENS AMERICAS CORP
PO BOX 17182PALATINEIL60055IT SERVICES$917,805
SILVERBACK STRATEGIES INC
1310 N COURTHOUSE RD STE 870ARLINGTONVA22201MARKETING$641,492
RED RIVER TECHNOLOGY LLC
PO BOX 780924PHILADELPHIAPA19178IT SERVICES$490,133
MOLE STREET PRODUCTIONS LLC
2 W MARKET ST STE 17WEST CHESTERPA19382MARKETING$389,415
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PREMIUM REVENUE524113$48,723,420$48,723,420
AMORTIZATION OF RESERV524113$19,492,561$19,492,561
PROGRAM RELATED INVEST523000$9,513,036$9,513,036
LOAN FEES524113$477,280$477,280
MEMBERSHIP FEE FOR SVC524113$54,816$54,816
FieldValueIRS element (for citing)
Total Program Service Revenue$78,261,113TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,909,059TotalRevenueColumnAmt
Exclusion$34,909,059ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$34,778,681RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$15,410,378RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$19,368,303RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,368,303TotalRevenueColumnAmt
Exclusion$19,368,303ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$123,254,020SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$120,315,626SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,938,394SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,938,394TotalRevenueColumnAmt
Exclusion$2,938,394ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescWEALTH MGMT INCOMEDesc
Business523940BusinessCd
Total Revenue Column$7,290,985TotalRevenueColumnAmt
Related Or Exempt Func Income$7,290,985RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,290,985OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$142,767,854TotalRevenueColumnAmt
Related Or Exempt Func Income$85,552,098RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$57,215,756ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$94,844,070TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,091,632TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,764,138TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$376,000TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,328,402TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$884,082TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$107,721TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$143,167TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,078,226TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,338,045TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,821,460TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,738,626TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,657,292TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$928,163TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$222,886TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$214,061TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,313,814TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,090,803TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$271,163TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
BAD DEBT ON LOANS$2,311,011
PROGRAM MANAGEMENT$219,566
MEMBERSHIPS/SPONSORSHIP$161,610
REPAIRS AND MAINTENANCE$100,593

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$329,138TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$144,335,669TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,274,611BOYAmt
EOY$1,964,060EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$24,169,765BOYAmt
EOY$24,480,629EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,549,548BOYAmt
EOY$7,299,922EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$206,307,964BOYAmt
EOY$205,547,060EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$423,528BOYAmt
EOY$403,771EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$371,251,466LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$75,106,722LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$318,888,557BOYAmt
EOY$296,144,744EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$517,662,669BOYAmt
EOY$526,690,333EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$185,945,828BOYAmt
EOY$188,167,217EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,724,198BOYAmt
EOY$12,846,319EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,275,946,668BOYAmt
EOY$1,263,544,055EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,221,398BOYAmt
EOY$6,116,331EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,887,312BOYAmt
EOY$3,766,516EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,666,293BOYAmt
EOY$2,911,352EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$75,939,344BOYAmt
EOY$73,265,748EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$90,714,347BOYAmt
EOY$86,059,947EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,185,232,321BOYAmt
EOY$1,177,484,108EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,185,232,321BOYAmt
EOY$1,177,484,108EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,275,946,668BOYAmt
EOY$1,263,544,055EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,567,815ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,075,441NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$14,255,839OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$140,516,764InvestmentCostOrOtherBasisAmt
Book Value$140,516,764BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$221,720,180InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,564,578OtherCostOrOtherBasisAmt
Depreciation$73,566,577DepreciationAmt
Book Value$149,718,181BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,210OtherCostOrOtherBasisAmt
Book Value$21,210BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$361,796OtherCostOrOtherBasisAmt
Depreciation$338,762DepreciationAmt
Book Value$23,034BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$5,710,115InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,356,823OtherCostOrOtherBasisAmt
Depreciation$1,201,383DepreciationAmt
Book Value$5,865,555BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$296,144,744TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MEZZANINE REAL ESTATE LOANS$7,500,000C
MORTGAGE LOANS$138,093,029C
POLICY LOANS$42,574,188C
FieldValueIRS element (for citing)
Total Book Value Program Rltd$188,167,217TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
CUSTOMER AND TENANT DEPOSITS$1,638,654
DEATH BENEFITS PAYABLE$37,813,777
LEASE LIABILITIES$376,085
OTHER LIABILITIES$120,242
SETTLEMENT OPTIONS PAYABLE$33,316,990
FieldValueIRS element (for citing)
Total Liability$73,265,748TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$114,755,489TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,075,441NetUnrealizedGainsInvstAmt
Other Revenue-$19,894,931OtherRevenueAmt
Revenue Not Reported-$11,819,490RevenueNotReportedAmt
Revenue Subtotal$126,574,979RevenueSubtotalAmt
Investment Expenses Not Incld$6,078,226InvestmentExpensesNotIncldAmt
Other Revenues Not Included$10,114,649OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$16,192,875RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$142,767,854TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$101,059,673TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$17,302,839OtherExpensesIncludedAmt
Expenses Not Reported-$17,302,839ExpensesNotReportedAmt
Expenses Subtotal$118,362,512ExpensesSubtotalAmt
Investment Expenses Not Incld2$6,078,226InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$19,894,931OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$25,973,157ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$144,335,669TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:AAFMAA IS A TAX-EXEMPT, NON-PROFIT ASSOCIATION AS DESCRIBED IN SECTION 501(C)(23) OF THE INTERNAL REVENUE CODE ("IRC"). THE INCOME AND EXPENSES OF AAFMAA, ALONG WITH ITS LLCS, ARE REPORTED ON ITS CONSOLIDATED FEDERAL INFORMATIONAL RETURN. ALTHOUGH AAFMAA IS TAX-EXEMPT, IT STILL EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2025 AND 2024, AAFMAA HAS EVALUATED ITS MATERIAL TAX POSITIONS AND DETERMINED THAT NO ACCRUALS FOR UNCERTAIN TAX POSITIONS ARE REQUIRED ON ITS STATUTORY-BASIS FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:EXPENSES NETTED AGAINST REVENUE IN FS -19,894,931.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REVENUE NETTED AGAINST EXPENSES IN FS 10,114,649.
PART XII, LINE 2D - OTHER ADJUSTMENTS:REVENUE NETTED AGAINST EXPENSES IN FS -17,302,839.
PART XII, LINE 4B - OTHER ADJUSTMENTS:EXPENSES NETTED AGAINST REVENUE IN FS 19,894,931.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES J HAVENER
PRESIDENT, AMS$340,413$0$75,546$0$0$0$15,750$0$23,655$0$455,364$0$0$0
MICHAEL J MEESE
PRESIDENT$359,844$0$0$0$0$0$35,000$0$4,726$0$399,570$0$0$0
GERALD T QUINN
COO & SECRETARY$349,208$0$0$0$0$0$15,750$0$31,115$0$396,073$0$0$0
ROBERT GREENBAUM
CHIEF MARKETING OFFICER, AMS$281,019$0$49,697$0$0$0$15,295$0$31,542$0$377,553$0$0$0
STEPHEN C MANNELL
PRESIDENT, AWMT$344,123$0$3,000$0$0$0$15,624$0$2,371$0$365,118$0$0$0
CHARLES B BETANCOURT
COO, AP$167,580$0$159,169$0$0$0$14,696$0$0$0$341,445$0$0$0
COREY K RIGGS
BRANCH MANAGER, AMS (THRU 10/14/25)$33,908$0$259,556$0$0$0$13,516$0$28,122$0$335,102$0$0$0
JOSHUA M SCHNELLE
SR. RELATIONSHIP MANAGER, AWMT$55,872$0$237,902$0$0$0$13,581$0$27,037$0$334,392$0$0$0
AMARISH PATHAK
CHIEF TECHNOLOGY OFFFICER, AMS$268,776$0$49,697$0$0$0$14,319$0$0$0$332,792$0$0$0
ANTHONY E NEMANIC
SR. RELATIONSHIP MANAGER, AWMT$48,298$0$217,818$0$0$0$12,542$0$31,473$0$310,131$0$0$0
STEVEN J SCHNIPPEL
CONTROLLER, AP$144,591$0$96,529$0$0$0$11,287$0$37,047$0$289,454$0$0$0
DANIEL J MCLAUGHLIN
CFO, AWMT$270,007$0$4,000$0$0$0$12,366$0$2,825$0$289,198$0$0$0
MITCHELL KR TURNER
CHIEF INFORMATION OFFICER$234,844$0$0$0$0$0$11,038$0$37,047$0$282,929$0$0$0
MARK MATSUURA
CFO & TREASURER$257,018$0$0$0$0$0$11,813$0$13,870$0$282,701$0$0$0
PAUL E JABLANSKY
CHIEF INVESTMENT OFFICER, AWMT$232,513$0$11,500$0$0$0$7,479$0$23,655$0$275,147$0$0$0
KEVIN KINCAID
CHIEF MARKETING OFFICER$205,898$0$8,204$0$0$0$22,590$0$37,797$0$274,489$0$0$0
JOHN J SHIVAR
SVP BUSINESS DEVELOPMENT, AWMT$179,597$0$35,413$0$0$0$10,045$0$26,055$0$251,110$0$0$0
NIRA P SERPA
CONTROLLER$197,347$0$0$0$0$0$9,374$0$36,947$0$243,668$0$0$0
DANIELLE J NUXOLL
SR RELATIONSHIP MANAGER$66,696$0$162,268$0$0$0$10,299$0$0$0$239,263$0$0$0
CHARLENE G WILDE
SR VICE PRESIDENT & ASST SECRETARY$186,537$0$0$0$0$0$8,567$0$5,891$0$200,995$0$0$0
SHARON GROSSMAN
CONTROLLER, AMS$151,557$0$15,000$0$0$0$7,871$0$26,518$0$200,946$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO AID ITS MEMBERS AND FAMILIES BY PROVIDING INSURANCE AND OTHER BENEFITS.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION'S MEMBERSHIP IS LIMITED TO: (I) ALL ACTIVE DUTY, GUARD, RESERVE OR RETIRED OR HONORABLY DISCHARGED MEMBERS OF THE UNITED STATES ARMED FORCES; (II) ATTENDEES AT ARMED FORCES SERVICE ACADEMIES; (III) RESERVE OFFICERS' TRAINING CORPS (ROTC) CADETS UNDER CONTRACT; OR (IV) AS FURTHER RESTRICTED BY THE BOARD OF DIRECTORS FROM TIME-TO-TIME FOR ANY OR ALL STATES, DISTRICTS, OR POSSESSIONS. MEMBERSHIP ELIGIBILITY REQUIREMENTS MAY VARY AMONG JURISDICTIONS.
FORM 990, PART VI, SECTION A, LINE 7ATHE AAFMAA CONSTITUTION SPECIFIES THAT THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED FROM AND BY THE MEMBERS OF THE ASSOCIATION AT THE ANNUAL MEETING, EACH OF WHOM ARE ELECTED FOR FOUR-YEAR TERMS (WITH ROUGHLY ONE-FOURTH OF THE DIRECTORS BEING ELECTED EACH YEAR). BETWEEN ANNUAL MEETINGS, THE AAFMAA CONSTITUTION SPECIFIES THAT ANY VACANCY MAY BE FILLED BY A MAJORITY VOTE OF THE BOARD. ANY PERSON SO APPOINTED BY THE BOARD WOULD ONLY SERVE UNTIL THE NEXT ANNUAL MEETING, UNLESS HE OR SHE IS ELECTED BY THE MEMBERS AT THAT MEETING. IN PRACTICE, SUGGESTIONS FOR MEMBERS OF THE BOARD CAN COME FROM ANY MEMBER. THEY ARE CONSIDERED BY A NOMINATING COMMITTEE, CONSISTING OF MEMBERS, WHO WOULD THEN NOMINATE PERSONS TO BE VOTED UPON BY THE ENTIRE MEMBERSHIP AT THE ANNUAL MEETING (OR BY PROXY).
FORM 990, PART VI, SECTION A, LINE 7BTHE AAFMAA CONSTITUTION MAY ONLY BE ALTERED OR AMENDED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT OR PROPERLY REPRESENTED BY PROXY OR BALLOT OR OTHER MEANS GENERALLY AVAILABLE TO THE MEMBERS AT ANY MEETING OF THE MEMBERS OF THE ASSOCIATION, EXCEPT FOR AN AMENDMENT WHICH ONLY CHANGES THE DOMICILE OR NAME OF THE ASSOCIATION.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE PRESIDENT, CFO/TREASURER, VP OF HR, COO/SECRETARY, AND CONTROLLER BEFORE IT IS APPROVED AND SUBMITTED.
FORM 990, PART VI, SECTION B, LINE 12CAAFMAA MAINTAINS A CONFLICT OF INTEREST STANDARD AND POLICY FOR DIRECTORS, CONSISTENT WITH THE VIRGINIA NONSTOCK CORPORATION ACT. TO RETAIN THEIR LIABILITY PROTECTION AND INDEMNIFICATION, DIRECTORS MAY NOT PARTICIPATE IN A "CONFLICT OF INTEREST TRANSACTION" AS A "NON-DISINTERESTED DIRECTOR". ANY DIRECTOR WHO BECOMES NON-DISINTERESTED MUST ADVISE THE OTHER DIRECTORS THAT HE OR SHE IS NON-DISINTERESTED WITH RESPECT TO THE APPLICABLE MATTER AND RECUSE HIMSELF OR HERSELF FROM VOTING IN ANY BOARD OR COMMITTEE MEETING ON ANY ACTION REGARDING AAFMAA AND THE APPLICABLE MATTER. THIS POLICY IS PROVIDED TO DIRECTORS AT EVERY DECEMBER BOARD MEETING THROUGH A MEMORANDUM FROM AAFMAA'S GENERAL COUNSEL. WITHIN THE MEMORANDUM THE GENERAL COUNSEL PROVIDES SPECIFIC GUIDANCE ON THE POLICY SO THAT DIRECTORS CAN RELY ON IT AS LEGAL ADVICE.
FORM 990, PART VI, SECTION B, LINE 15ATHE PRESIDENT'S SALARY IS BASED ON AN EXTERNAL, INDEPENDENT ASSESSMENT OF COMPARABLE POSITIONS IN SIMILAR SIZE ORGANIZATIONS. IT IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD CHAIR. FOR ALL OTHER EMPLOYEES, THE PROCESS INCLUDES ANNUAL, WRITTEN REVIEWS AND PAY INCREASES DEPENDING UPON PERFORMANCE APPRAISALS. PAY INCREASES ARE WITHIN RANGES INITIALLY ESTABLISHED BY EXTERNAL COMPENSATION CONSULTANTS. RANGES ARE UPDATED ANNUALLY FOR INFLATION BUT NOT ANNUALLY FOR COMPARABILITY. RATINGS ARE COMPLETED CONTEMPORANEOUSLY AND FILED IN INDIVIDUAL PERSONNEL RECORDS. THIS PROCESS APPLIES TO ALL, NOT JUST OFFICERS OR KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE ASSOCIATION'S ORGANIZING DOCUMENTS ARE PROVIDED TO MEMBERS ONLY. THE ASSOCIATION'S ANNUAL REPORT (INCLUDING AUDITED FINANCIAL INFORMATION) IS MADE AVAILABLE ON ITS WEBSITE.
FORM 990, PART XI, LINE 9:CHANGE IN RESERVE -14,255,839.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AAFMAA PROPERTY LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190900927867REAL ESTATEVA$19,368,303$376,538,463AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION
AAFMAA WEALTH MANAGEMENT & TRUST LLC
2501 BRAGG BLVD PMB 167FAYETTEVILLENC28303460886762WEALTH MANAGEMENTNC$8,211,141$25,887,429AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION
AMERICAN MORTGAGE SERVICES LLC
2000 REGENCY PARKWAY STE 140CARYNC27518475054706MORTGAGE SERVICESNC$12,749,567$157,213,758AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION
AP ANNAPOLIS ADMIRAL LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190364738654REAL ESTATEVA$2,783,533$19,051,143AAFMAA PROPERTY LLC
AP ASSET SERVICES LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190854382990REAL ESTATEVA$1,565,629$429,165AAFMAA PROPERTY LLC
AP BALTIMORE RAVEN LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190883150696REAL ESTATEDE$0$7,590,895AAFMAA PROPERTY LLC
AP CHANTILLY MEADOWS LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190473039055REAL ESTATEVA$3,500,241$20,557,527AAFMAA PROPERTY LLC
AP CHANTILLY RIDGEWOOD LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190814425536REAL ESTATEVA$3,199,649$13,087,552AAFMAA PROPERTY LLC
AP CHANTILLY VICTORY LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190844072304REAL ESTATEVA$4,724,918$37,952,994AAFMAA PROPERTY LLC
AP DC EQVITABLE LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190331950437REAL ESTATEDC$1,025,228$10,628,886AAFMAA PROPERTY LLC
AP DC SCHAEFFER LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190332047469REAL ESTATEDC$292,367$30,803,232AAFMAA PROPERTY LLC
AP DC SQUARE 4268 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190853593312REAL ESTATEVA$2,663,057$35,327,573AAFMAA PROPERTY LLC
AP DC TOMATO'S LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190331996550REAL ESTATEDC$4,648,156$56,179,249AAFMAA PROPERTY LLC
AP FAIR LAKES FEDERAL LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190853587501REAL ESTATEVA$475,224$7,430,629AAFMAA PROPERTY LLC
AP FAYETTEVILLE EXECUTIVE LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190800857637REAL ESTATEVA$253,262$1,523,951AAFMAA PROPERTY LLC
AP LORTON TERMINAL LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190920257505REAL ESTATEDE$0$6,263,682AAFMAA PROPERTY LLC
AP PALM DESERT CERRITO LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190465078635REAL ESTATEVA$555,856$3,704,072AAFMAA PROPERTY LLC
AP PALM DESERT ENTREPRENEUR LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190844841900REAL ESTATEVA$25,726$579AAFMAA PROPERTY LLC
AP PALM DESERT MONTANAS LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190465088283REAL ESTATEVA$392,130$4,050,143AAFMAA PROPERTY LLC
AP PALM DESERT POINTE 34100 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190811060240REAL ESTATEVA$139,734$82,164AAFMAA PROPERTY LLC
AP PALM DESERT POINTE 34130 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190811216654REAL ESTATEVA$180,536$74,881AAFMAA PROPERTY LLC
AP PALM DESERT POINTE 34160 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190811122512REAL ESTATEVA$110,603$39,901AAFMAA PROPERTY LLC
AP PALM DESERT POINTE 34190 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190811176730REAL ESTATEVA$37,989$41,314AAFMAA PROPERTY LLC
AP PALM DESERT POINTE 34220 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190811241422REAL ESTATEVA$24,452$22,782AAFMAA PROPERTY LLC
AP PALM DESERT POINTE 34250 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190811198784REAL ESTATEVA$137,964$49,272AAFMAA PROPERTY LLC
AP PALM DESERT POINTE 34280 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190811183197REAL ESTATEVA$27,829$50,676AAFMAA PROPERTY LLC
AP PALM DESERT POINTE INDUSTRIAL LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190843271153REAL ESTATEVA$565,320$7,324,468AAFMAA PROPERTY LLC
AP PALM DESERT RETAIL LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190474063055REAL ESTATEVA$826,307$8,786,798AAFMAA PROPERTY LLC
AP PALM DESERT VILLAGE LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190462529759REAL ESTATEVA$836,203$6,387,412AAFMAA PROPERTY LLC
AP PALM DESERT VILLAGE5 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190832701479REAL ESTATEVA$148,639$2,695,002AAFMAA PROPERTY LLC
AP PALM DESERT VILLAGE6 LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190832714113REAL ESTATEVA$307,293$3,199,836AAFMAA PROPERTY LLC
AP PG KENILWORTH LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190332060284REAL ESTATEMD$748,057$6,580,508AAFMAA PROPERTY LLC
AP RESTON CAMPUS LLC
1856 OLD RESTON AVENUE STE 300WRESTONVA20190264249351REAL ESTATEVA$1,448,822$20,347,788AAFMAA PROPERTY LLC

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
2700 LR HOLDINGS LLC
4421 EAST WEST HWYBETHESDAMD20814882823965REAL ESTATEDEAP BALTIMORE RAVEN LLCEXCLUDED-$226,314$6,933,458000.97060
8219 TERMINAL RD HOLDINGS LLC
4421 EAST WEST HWYBETHESDAMD20814883589640REAL ESTATEDEAP LORTON TERMINAL LLCEXCLUDED$437,453$7,554,162000.96270

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AP RESTON TH LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11856 OLD RESTON AVENUE STE 300WAddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20190ZIPCd
FieldValueIRS element (for citing)
EIN335028830EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AP RESTON CAMPUS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTEntityTypeTxt
Share Of EOY Assets$569,819ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line12700 LR HOLDINGS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$259,938InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt