AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION

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Cite this

Plain text AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/american-armed-forces-mutual-aid-association-530213841. Retrieved 2026-11-05.

APA furp.org. (n.d.). AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 5, 2026, from https://furp.org/org/american-armed-forces-mutual-aid-association-530213841

MLA “AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION.” furp.org, tax years 2010–2025, https://furp.org/org/american-armed-forces-mutual-aid-association-530213841. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $142.8M · expenses $144.3M · assets $1.26B

Also known as
ASSOCIATION
EIN
53-0213841
Address
1856 OLD RESTON AVE STE 300, RESTON, VA 20190-3397
Website
WWW.AAFMAA.COM
NTEE code
Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.60; not an IRS classification)
Exempt type
501(c)(23): veterans association founded before 1880 (association)
Ruling date
May 1944 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

AAFMAA'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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

59 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Michael J Meese PRESIDENT2013-2025 $399,570$4,266,390 1
Stephen C Mannell PRESIDENT, AWMT2013-2025 $365,118$3,812,070 1
Kevin Kincaid CHIEF MARKETING OFFICER2015-2025 $274,489$2,533,865 1
Robert Greenbaum CHIEF MARKETING OFFICER, AMS2019-2025 $377,553$2,333,311 1
James J Havener PRESIDENT, AMS2020-2025 $455,364$2,292,797 1
Gerald T Quinn COO & SECRETARY2020-2025 $396,073$2,118,059 1
Charles B Betancourt COO, AP2014-2025 $341,445$2,110,523 1
Daniel J Mclaughlin CFO, AWMT2019-2025 $289,198$1,821,104 1
Corey K Riggs BRANCH MANAGER, AMS (THRU 10/14/25)2020-2025 $335,102$1,468,965 1
Charlene G Wilde SR VICE PRESIDENT & ASST SECRETARY2017-2025 $200,995$1,265,705 1
Amarish Pathak CHIEF TECHNOLOGY OFFFICER, AMS2022-2025 $332,792$1,120,811 1
Nira P Serpa CONTROLLER2021-2025 $243,668$1,091,440 1
Steven J Schnippel CONTROLLER, AP2022-2025 $289,454$969,394 1
Joshua M Schnelle SR. RELATIONSHIP MANAGER, AWMT2023-2025 $334,392$815,261 1
John J Shivar SVP BUSINESS DEVELOPMENT, AWMT2023-2025 $251,110$782,884 1
Mark Matsuura CFO & TREASURER2023-2025 $282,701$769,916 1
Paul E Jablansky CHIEF INVESTMENT OFFICER, AWMT2023-2025 $275,147$743,505 1
Mitchell Kr Turner CHIEF INFORMATION OFFICER2023-2025 $282,929$729,639 1
Anthony E Nemanic SR. RELATIONSHIP MANAGER, AWMT2024-2025 $310,131$590,973 1
Sharon Grossman CONTROLLER, AMS2024-2025 $200,946$382,791 1
Danielle J Nuxoll SR RELATIONSHIP MANAGER2025 $239,263$239,263 1
Maj Walter R Lincoln (former) PRESIDENT AND TREASURER2012-2019 $685,236$4,499,218 1
James M Malley (former) PRESIDENT, AAFMAA MORTGAGE2011-2019 $285,396$3,057,479 1
Carlos Perez Jr (former) TREASURER2015-2022 $336,091$1,891,211 1
Gary N Aiken (former) CIO, AWMT2011-2022 $262,192$1,837,566 1
Richard Convy (former) PRESIDENT,AAFMAA WEALTH MGT2013-2018 $339,954$1,715,015 1
Carrie L Clark (former) EVP & SR TRUST OFFICER, AWMT2017-2022 $387,994$1,536,790 1
Anthony J Powell (former) EVP, AMS2016-2021 $386,610$1,464,769 1
Stacey Daniels (former) EVP & COO, AMS (THRU 1/17/24)2020-2024 $154,863$1,249,605 1
Walter R Lincoln (former) FORMER PRESIDENT & TREASURER2010-2020 $498,261$1,187,623 1
Ross Cutler (former) VICE PRESIDENT OF BUSINESS DEVELOPMENT2013-2021 $399,841$1,151,804 1
Clifton Brown (former) VP, INSURANCE OPERATIONS2012-2024 $202,586$1,061,410 1
Barbara Humphrey (former) EXECUTIVE VP,AAFMAA WEALTH2013-2016 $298,380$1,015,107 1
Kevin W Holton (former) VP, BRANCH SALES, AMS2018-2021 $379,948$981,027 1
Matthew V Watson (former) COMMERCIAL PORTFOLIO MANAGER, AMS2015-2023 $197,781$916,020 1
A E Lyne Babin (former) MANAGER MEMBER SERVICES2011-2016 $186,100$854,723 1
Brady M Gruler (former) VICE PRES FOR MARKETING2010-2014 $179,620$816,274 1
Andrew W May (former) MANAGING DIRECTOR & COO2015-2017 $203,029$659,337 1
Tom E Hargis (former) SECRETARY2010-2013 $74,769$538,715 1
Charles Nutter (former) SVP, SALES2021-2022 $173,488$492,806 1
Paul Norman (former) CHIEF FINANCIAL OFFICER, AMS2021-2022 $189,689$487,455 1
Debra Castro Moore (former) EVP AND GENERAL COUNSEL, AWMT2021-2022 $258,173$467,176 1
Kathie H Ballard (former) MANAGER, POLICY SERVICES2012-2016 $162,822$427,768 1
Lisa G Milman (former) VICE PRES MARKETING & SALES2010-2012 $168,598$426,826 1
Peter St Denis (former) PORTFOLIO MANAGER, AWMT2023-2024 $231,152$421,826 1
Florence B Wilson Cpa (former) CHIEF FINANCIAL ADVISOR2010-2011 $163,574$312,754 1
Richard Maines (former) BRANCH MANAGER, AMS2020 $307,197$307,197 1
Kevin Crooks (former) BRANCH MANAGER, AMS2020 $306,245$306,245 1
Fay Silverman (former) BRANCH MANAGER, AMS2021 $289,048$289,048 1
Richard Poe (former) MILITARY MORTGAGE ADVISOR, AMS2020 $241,442$241,442 1
Daniel R Tovar (former) CHIEF INFORMATION OFFICER2022 $200,287$200,287 1
Lawrie Vick (former) BRANCH MANAGER2019 $195,703$195,703 1
George Briggs (former) BRANCH MANAGER2019 $189,764$189,764 1
Arthur Lyons (former) CHIEF INVESTMENT OFFICER2018 $169,160$169,160 1
Brittany Benassi (former) VP FIN PLANNING, AWMT2022 $163,153$163,153 1
Wilson Moy (former) DIRECTOR FINANCIAL PLANNING/TRUST OFFICER2015 $135,832$135,832 1
Clark D Frederick (former) VICE PRESIDENT,OPERATIONS,AAFMAA MORTGAGE SERVICES2017 $135,112$135,112 1
Tiana Fallavollita (former) ASSISTANT TO THE PRESIDENT2014 $128,670$128,670 1
Timothy L Oughton (former) MANAGER, SURVIVOR BENEFITS2013 $114,842$114,842 1

Officers and directors, no compensation reported

44 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Gen Dennis J Reimer CHAIR2020-2025 2 $0 reported 1
Mg William M Matz VICE CHAIR2020-2025 2 $0 reported 1
Ltg John A Dubia DIRECTOR/CHAIR MEMBERSHIP2010-2025 2 $0 reported 1
Mg John G Ferrari DIRECTOR/CHAIR FINANCE2020-2025 2 $0 reported 1
Cw3 Robin H Boudiette Jr DIRECTOR2020-2025 2 $0 reported 1
Brig Gen Jonathan D George DIRECTOR (THRU 6/10/25)2013-2025 2 $0 reported 1
Cmsgt Lewis E Monroe Iii DIRECTOR2023-2025 2 $0 reported 1
Col Elisabeth J Strines DIRECTOR2010-2025 2 $0 reported 1
Ltg Guy C Swan DIRECTOR2020-2025 2 $0 reported 1
Bgen David G Reist DIRECTOR2023-2025 2 $0 reported 1
Mg Rodney O Anderson DIRECTOR2023-2025 2 $0 reported 1
Ltg Keith C Walker DIRECTOR2023-2025 2 $0 reported 1
Csm George L Horvath Iii (former) DIRECTOR2020-2023 2 $0 reported 1
Radm Janice M Hamby (former) DIRECTOR2014-2022 2 $0 reported 1
Lt Col Robert W Schroder (former) DIRECTOR2020-2022 2 $0 reported 1
Brig Gen David G Reist (former) DIRECTOR2021-2022 2 $0 reported 1
Col Wilson A Shatzer Jr (former) DIRECTOR2021 2 $0 reported 1
Cmsgt Lewis E Monroe (former) DIRECTOR2010-2020 2 $0 reported 1
Col Dennis D Porter (former) DIRECTOR/VICE CHAIR FINANCE COMM.2010-2020 2 $0 reported 1
Cmsgt John T Ridge (former) DIRECTOR2010-2020 2 $0 reported 1
Col Wilson A Bud Shatzer Jr (former) DIRECTOR2012-2020 2 $0 reported 1
Dennis J Reimer (former) CHAIRMAN OF THE BOARD2016-2019 2 $0 reported 1
Bg Mack C Hill (former) CHAIRMAN/AUDIT SUBCOMMITTEE2010-2019 2 $0 reported 1
Robin H Boudiette (former) DIRECTOR/MEMBERSHIP COMMITTEE2015-2019 2 $0 reported 1
Bg William M Matz (former) CHAIRMAN/FINANCE COMMITTEE2017-2019 2 $0 reported 1
Col Elizabeth J Strines (former) DIRECTOR/FINANCE COMMITTEE2018-2019 2 $0 reported 1
Csm George L Horvath (former) DIRECTOR/MEMBERSHIP COMMITTEE2019 2 $0 reported 1
Ltg Joseph E Defrancisco (former) VICE CHAIRMAN OF THE BOARD2014-2017 2 $0 reported 1
Csm George Horvath (former) DIRECTOR, MEMBERSHIP COMMI2010-2017 2 $0 reported 1
Ltg William J Lennox (former) DIRECTOR, MEMBERSHIP COMMITTE2012-2017 2 $0 reported 1
Ltg Donald M Babers (former) CHAIRMAN OF THE BOARD2010-2016 2 $0 reported 1
Gen Jack N Merritt (former) VICE CHAIRMAN,BOARD & CHAI2010-2016 2 $0 reported 1
William M Matz (former) DIRECTOR, FINANCE COMMITTE2014-2016 2 $0 reported 1
John A Dubia (former) DIRECTOR, FINANCE COMMITTE2016 2 $0 reported 1
Col James P Gerstenlauer (former) DIRECTOR, FINANCE COMMITTE2010-2014 2 $0 reported 1
Gen John A Shaud (former) DIRECTOR, MEMBERSHIP COMMI2010-2014 2 $0 reported 1
Ltg Joseph Defrancisco (former) DIRECTOR, MEMBERSHIP COMMI2010-2013 2 $0 reported 1
Mg Robert L Smolen (former) DIRECTOR, FINANCE COMMITTEE2010-2012 2 $0 reported 1
Mg Donald W Shepperd (former) DIRECTOR, MEMBERSHIP COMMITTEE2010-2012 2 $0 reported 1
Ltc George T Greiling (former) DIRECTOR, FINANCE COMMITTEE2010-2012 2 $0 reported 1
Bg L Donne Olvey (former) DIRECTOR, FINANCE COMMITTEE2010-2011 2 Not reported 1
Col Tyrus W Cobb (former) DIRECTOR, MEMBERSHIP COMMITTEE2010-2011 2 Not reported 1
William J Lennox (former) CHAIRMAN MEMBERSHIP COMMITTEE2010-2011 2 Not reported 1
Maj Joe R Reeder (former) MEMBER, MEMBERSHIP COMMISSION2010 1 Not reported 1

People by year

2025 · 33 people listed · 21 paid, $6.5M · 173 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J HAVENER PRESIDENT, AMS40 $415,959$0$39,405 $455,3641
MICHAEL J MEESE PRESIDENT40 $359,844$0$39,726 $399,5701
GERALD T QUINN COO & SECRETARY40 $349,208$0$46,865 $396,0731
ROBERT GREENBAUM CHIEF MARKETING OFFICER, AMS40 $330,716$0$46,837 $377,5531
STEPHEN C MANNELL PRESIDENT, AWMT40 $347,123$0$17,995 $365,1181
CHARLES B BETANCOURT COO, AP40 $326,749$0$14,696 $341,4451
COREY K RIGGS BRANCH MANAGER, AMS (THRU 10/14/25)40 $293,464$0$41,638 $335,1021
JOSHUA M SCHNELLE SR. RELATIONSHIP MANAGER, AWMT40 $293,774$0$40,618 $334,3921
AMARISH PATHAK CHIEF TECHNOLOGY OFFFICER, AMS40 $318,473$0$14,319 $332,7921
ANTHONY E NEMANIC SR. RELATIONSHIP MANAGER, AWMT40 $266,116$0$44,015 $310,1311
STEVEN J SCHNIPPEL CONTROLLER, AP40 $241,120$0$48,334 $289,4541
DANIEL J MCLAUGHLIN CFO, AWMT40 $274,007$0$15,191 $289,1981
MITCHELL KR TURNER CHIEF INFORMATION OFFICER40 $234,844$0$48,085 $282,9291
MARK MATSUURA CFO & TREASURER40 $257,018$0$25,683 $282,7011
PAUL E JABLANSKY CHIEF INVESTMENT OFFICER, AWMT40 $244,013$0$31,134 $275,1471
KEVIN KINCAID CHIEF MARKETING OFFICER40 $214,102$0$60,387 $274,4891
JOHN J SHIVAR SVP BUSINESS DEVELOPMENT, AWMT40 $215,010$0$36,100 $251,1101
NIRA P SERPA CONTROLLER40 $197,347$0$46,321 $243,6681
DANIELLE J NUXOLL SR RELATIONSHIP MANAGER40 $228,964$0$10,299 $239,2631
CHARLENE G WILDE SR VICE PRESIDENT & ASST SECRETARY40 $186,537$0$14,458 $200,9951
SHARON GROSSMAN CONTROLLER, AMS40 $166,557$0$34,389 $200,9461
GEN DENNIS J REIMER CHAIR2 $0$0$0 $01
MG WILLIAM M MATZ VICE CHAIR2 $0$0$0 $01
LTG JOHN A DUBIA DIRECTOR/CHAIR MEMBERSHIP2 $0$0$0 $01
MG JOHN G FERRARI DIRECTOR/CHAIR FINANCE2 $0$0$0 $01
CW3 ROBIN H BOUDIETTE JR DIRECTOR2 $0$0$0 $01
CMSGT LEWIS E MONROE III DIRECTOR2 $0$0$0 $01
COL ELISABETH J STRINES DIRECTOR2 $0$0$0 $01
LTG GUY C SWAN DIRECTOR2 $0$0$0 $01
BGEN DAVID G REIST DIRECTOR2 $0$0$0 $01
MG RODNEY O ANDERSON DIRECTOR2 $0$0$0 $01
LTG KEITH C WALKER DIRECTOR2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR (THRU 6/10/25)2 $0$0$0 $01
2024 · 35 people listed · 23 paid, $6.6M · 186 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J HAVENER PRESIDENT, AMS40 $402,608$0$37,704 $440,3121
STEPHEN C MANNELL PRESIDENT, AWMT40 $399,709$0$17,555 $417,2641
MICHAEL J MEESE PRESIDENT40 $347,267$0$38,921 $386,1881
GERALD T QUINN COO & SECRETARY40 $339,030$0$45,388 $384,4181
ROBERT GREENBAUM CHIEF MARKETING OFFICER, AMS40 $320,196$0$51,830 $372,0261
COREY K RIGGS SALES MANAGER, AMS40 $304,537$0$48,633 $353,1701
DANIEL J MCLAUGHLIN CFO, AWMT40 $311,649$0$16,122 $327,7711
CHARLES B BETANCOURT COO, AP40 $293,889$0$13,217 $307,1061
JOSHUA M SCHNELLE SR. RELATIONSHIP MANAGER, AWMT40 $260,533$0$30,797 $291,3301
AMARISH PATHAK CHIEF TECHNOLOGY OFFFICER, AMS40 $278,708$0$12,533 $291,2411
JOHN J SHIVAR VP BUSINESS DEVELOPMENT, AWMT40 $267,226$0$21,714 $288,9401
PAUL E JABLANSKY CHIEF INVESTMENT OFFICER, AWMT40 $257,782$0$30,060 $287,8421
ANTHONY E NEMANIC SR. RELATIONSHIP MANAGER, AWMT40 $249,371$0$31,471 $280,8421
KEVIN KINCAID CHIEF MARKETING OFFICER40 $215,512$0$52,363 $267,8751
MITCHELL KR TURNER CHIEF INFORMATION OFFICER40 $223,403$0$43,782 $267,1851
MARK MATSUURA CFO & TREASURER40 $235,738$0$21,864 $257,6021
NIRA P SERPA CONTROLLER40 $190,091$0$42,310 $232,4011
PETER ST DENIS PORTFOLIO MANAGER, AWMT40 $221,216$0$9,936 $231,1521
STEVEN J SCHNIPPEL CONTROLLER, AP40 $212,647$0$14,932 $227,5791
CLIFTON BROWN VP, INSURANCE OPERATIONS40 $180,796$0$21,790 $202,5861
CHARLENE G WILDE SR VICE PRESIDENT & ASST SECRETARY40 $179,252$0$13,681 $192,9331
SHARON GROSSMAN CONTROLLER, AMS40 $150,705$0$31,140 $181,8451
STACEY DANIELS EVP & COO, AMS (THRU 1/17/24)40 $152,163$0$2,700 $154,8631
GEN DENNIS J REIMER CHAIR2 $0$0$0 $01
MG WILLIAM M MATZ VICE CHAIR2 $0$0$0 $01
LTG JOHN A DUBIA DIRECTOR/CHAIR MEMBERSHIP2 $0$0$0 $01
MG JOHN G FERRARI DIRECTOR/CHAIR FINANCE2 $0$0$0 $01
CW3 ROBIN H BOUDIETTE JR DIRECTOR2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR2 $0$0$0 $01
CMSGT LEWIS E MONROE III DIRECTOR2 $0$0$0 $01
COL ELISABETH J STRINES DIRECTOR2 $0$0$0 $01
LTG GUY C SWAN DIRECTOR2 $0$0$0 $01
BGEN DAVID G REIST DIRECTOR2 $0$0$0 $01
MG RODNEY O ANDERSON DIRECTOR2 $0$0$0 $01
LTG KEITH C WALKER DIRECTOR2 $0$0$0 $01
2023 · 35 people listed · 22 paid, $5.7M · 185 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL J MEESE PRESIDENT40 $348,399$0$35,430 $383,8291
GERALD T QUINN COO & SECRETARY40 $325,239$0$42,358 $367,5971
JAMES J HAVENER PRESIDENT, AMS40 $317,792$0$46,418 $364,2101
STEPHEN C MANNELL PRESIDENT, AWMT40 $321,730$0$16,380 $338,1101
ROBERT GREENBAUM CHIEF MARKETING OFFICER, AMS40 $269,742$0$46,189 $315,9311
CHARLES B BETANCOURT COO, AP40 $298,779$0$13,445 $312,2241
AMARISH PATHAK CHIEF TECHNOLOGY OFFFICER, AMS40 $287,200$0$12,924 $300,1241
STACEY DANIELS EVP & COO, AMS40 $263,083$0$33,067 $296,1501
DANIEL J MCLAUGHLIN CFO, AWMT40 $253,748$0$14,015 $267,7631
KEVIN KINCAID CHIEF MARKETING OFFICER40 $217,654$0$48,175 $265,8291
JOHN J SHIVAR VP BUSINESS DEVELOPMENT, AWMT40 $223,495$0$19,339 $242,8341
MARK MATSUURA CFO & TREASURER40 $211,162$0$18,451 $229,6131
STEVEN J SCHNIPPEL CONTROLLER, AP40 $212,322$0$11,778 $224,1001
COREY K RIGGS SALES MANAGER, AMS40 $182,019$0$40,160 $222,1791
NIRA P SERPA CONTROLLER40 $180,673$0$38,454 $219,1271
MATTHEW V WATSON COMMERCIAL PORTFOLIO MANAGER, AMS40 $180,598$0$17,183 $197,7811
CLIFTON BROWN VP, INSURANCE OPERATIONS40 $170,680$0$20,170 $190,8501
PETER ST DENIS PORTFOLIO MANAGER, AWMT40 $183,100$0$7,574 $190,6741
JOSHUA M SCHNELLE RELATIONSHIP MANAGER, AWMT40 $168,943$0$20,596 $189,5391
PAUL E JABLANSKY CHIEF INVESTMENT OFFICER, AWMT40 $165,881$0$14,635 $180,5161
MITCHELL KR TURNER CHIEF INFORMATION OFFICER40 $157,554$0$21,971 $179,5251
CHARLENE G WILDE SR VICE PRESIDENT & ASST SECRETARY40 $162,680$0$11,347 $174,0271
GEN DENNIS J REIMER CHAIR2 $0$0$0 $01
LTG JOHN A DUBIA DIRECTOR/CHAIR MEMBERSHIP2 $0$0$0 $01
MG WILLIAM M MATZ DIRECTOR/CHAIR FINANCE COM2 $0$0$0 $01
MG RODNEY O ANDERSON DIRECTOR2 $0$0$0 $01
CW3 ROBIN H BOUDIETTE JR DIRECTOR2 $0$0$0 $01
MG JOHN G FERRARI DIRECTOR2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR2 $0$0$0 $01
CSM GEORGE L HORVATH III DIRECTOR2 $0$0$0 $01
CMSGT LEWIS E MONROE III DIRECTOR2 $0$0$0 $01
BGEN DAVID G REIST DIRECTOR2 $0$0$0 $01
COL ELISABETH J STRINES DIRECTOR2 $0$0$0 $01
LTG GUY C SWAN DIRECTOR2 $0$0$0 $01
LTG KEITH C WALKER DIRECTOR2 $0$0$0 $01
2022 · 35 people listed · 23 paid, $6.1M · 245 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARRIE L CLARK EVP & SR TRUST OFFICER, AWMT40 $357,152$0$30,842 $387,9941
STEPHEN C MANNELL PRESIDENT, AWMT40 $362,773$0$15,434 $378,2071
MICHAEL J MEESE PRESIDENT40 $340,000$0$34,377 $374,3771
GERALD QUINN SECRETARY & COO40 $313,000$0$33,336 $346,3361
JAMES J HAVENER PRESIDENT, AMS40 $308,900$0$31,207 $340,1071
CARLOS PEREZ JR TREASURER40 $302,972$0$33,119 $336,0911
ROBERT GREENBAUM CHIEF SALES & MARKETING OFFICER, AMS40 $274,500$0$44,785 $319,2851
STACEY DANIELS EVP & COO, AMS40 $255,500$0$33,104 $288,6041
DANIEL J MCLAUGHLIN CFO, AWMT40 $268,781$0$14,274 $283,0551
MATTHEW WATSON COMMERCIAL PORTFOLIO MGR, AMS40 $255,897$0$24,820 $280,7171
CHARLES B BETANCOURT COO, AP40 $264,428$0$11,899 $276,3271
GARY N AIKEN CIO, AWMT40 $249,966$0$12,226 $262,1921
DEBRA CASTRO MOORE EVP AND GENERAL COUNSEL, AWMT40 $233,529$0$24,644 $258,1731
KEVIN A KINCAID CHIEF MARKETING OFFICER40 $207,672$0$43,528 $251,2001
STEVEN J SCHNIPPEL CONTROLLER, AP40 $195,127$0$33,134 $228,2611
NIRA SERPA CONTROLLER40 $175,700$0$35,187 $210,8871
DANIEL R TOVAR CHIEF INFORMATION OFFICER40 $193,750$0$6,537 $200,2871
AMARISH PATHAK CHIEF TECHNOLOGY OFFICER, AMS40 $190,769$0$5,885 $196,6541
PAUL NORMAN CHIEF FINANCIAL OFFICER, AMS40 $163,472$0$26,217 $189,6891
CLIFTON BROWN VP, INSURANCE OPERATIONS40 $159,000$0$18,179 $177,1791
CHARLES NUTTER SVP, SALES40 $145,934$0$27,554 $173,4881
BRITTANY BENASSI VP FIN PLANNING, AWMT40 $156,127$0$7,026 $163,1531
CHARLENE G WILDE SVP & ASSISTANT SECRETARY40 $144,700$0$10,285 $154,9851
GEN DENNIS J REIMER CHAIR2 $0$0$0 $01
LTG JOHN A DUBIA DIRECTOR/CHAIR MEMBERSHIP2 $0$0$0 $01
MG WILLIAM M MATZ DIRECTOR/CHAIR FINANCE COM2 $0$0$0 $01
CW3 ROBIN H BOUDIETTE JR DIRECTOR2 $0$0$0 $01
MG JOHN G FERRARI DIRECTOR2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR2 $0$0$0 $01
RADM JANICE M HAMBY DIRECTOR2 $0$0$0 $01
CSM GEORGE L HORVATH III DIRECTOR2 $0$0$0 $01
LT COL ROBERT W SCHRODER DIRECTOR2 $0$0$0 $01
COL ELISABETH J STRINES DIRECTOR2 $0$0$0 $01
LTG GUY C SWAN DIRECTOR2 $0$0$0 $01
BRIG GEN DAVID G REIST DIRECTOR2 $0$0$0 $01
2021 · 34 people listed · 21 paid, $6.3M · 273 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROSS CUTLER VICE PRESIDENT OF BUSINESS DEVELOPMENT40 $380,791$0$19,050 $399,8411
JAMES HAVENER PRESIDENT, AMS40 $348,225$0$42,377 $390,6021
ANTHONY J POWELL EVP, AMS40 $343,494$0$43,116 $386,6101
KEVIN W HOLTON VP, BRANCH SALES, AMS40 $336,223$0$43,725 $379,9481
MICHAEL J MEESE PRESIDENT40 $329,685$0$32,743 $362,4281
STEPHEN C MANNELL PRESIDENT, AWMT40 $343,609$0$14,701 $358,3101
CARLOS PEREZ JR TREASURER40 $304,487$0$32,151 $336,6381
ROBERT GREENBAUM CHIEF MARKETING OFFICER, AMS40 $287,628$0$45,725 $333,3531
GERALD QUINN SECRETARY & COO40 $301,504$0$23,280 $324,7841
CHARLES NUTTER SVP, SALES40 $273,123$0$46,195 $319,3181
PAUL NORMAN CHIEF FINANCIAL OFFICER, AMS40 $254,096$0$43,670 $297,7661
CARRIE L CLARK EVP & SR TRUST OFFICER, AWMT40 $264,816$0$29,704 $294,5201
FAY SILVERMAN BRANCH MANAGER, AMS40 $266,483$0$22,565 $289,0481
DANIEL J MCLAUGHLIN CFO, AWMT40 $258,597$0$14,404 $273,0011
STACEY DANIELS COO, AMS40 $242,695$0$28,080 $270,7751
COREY RIGGS MILITARY MORTGAGE ADVISOR, AMS40 $221,593$0$40,868 $262,4611
CHARLES B BETANCOURT COO, AAFMAA PROPERTY LLC40 $234,758$0$10,564 $245,3221
KEVIN A KINCAID CHIEF MARKETING OFFICER40 $191,729$0$42,182 $233,9111
DEBRA CASTRO MOORE EVP AND GENERAL COUNSEL, AWMT40 $184,258$0$24,745 $209,0031
NIRA SERPA CONTROLLER40 $152,165$0$33,192 $185,3571
CHARLENE G WILDE SVP & ASSISTANT SECRETARY40 $125,496$0$9,551 $135,0471
GEN DENNIS J REIMER CHAIR2 $0$0$0 $01
LTG JOHN A DUBIA DIRECTOR/CHAIR MEMBERSHIP2 $0$0$0 $01
MG WILLIAM M MATZ DIRECTOR/CHAIR FINANCE COMM2 $0$0$0 $01
CW3 ROBIN H BOUDIETTE JR DIRECTOR2 $0$0$0 $01
MG JOHN G FERRARI DIRECTOR2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR2 $0$0$0 $01
RADM JANICE M HAMBY DIRECTOR2 $0$0$0 $01
CSM GEORGE L HORVATH III DIRECTOR2 $0$0$0 $01
LT COL ROBERT W SCHRODER DIRECTOR2 $0$0$0 $01
COL ELISABETH J STRINES DIRECTOR2 $0$0$0 $01
LTG GUY C SWAN DIRECTOR2 $0$0$0 $01
BRIG GEN DAVID G REIST DIRECTOR2 $0$0$0 $01
COL WILSON A SHATZER JR DIRECTOR2 $0$0$0 $01
2020 · 34 people listed · 19 paid, $5.4M · 214 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WALTER R LINCOLN FORMER PRESIDENT & TREASURER40 $462,162$0$36,099 $498,2611
KEVIN W HOLTON VP, BRANCH SALES, AMS40 $324,249$0$47,929 $372,1781
MICHAEL J MEESE CURRENT PRESIDENT40 $322,692$0$32,236 $354,9281
CARLOS PEREZ JR CURRENT TREASURER40 $286,168$0$31,750 $317,9181
RICHARD MAINES BRANCH MANAGER, AMS40 $256,669$0$50,528 $307,1971
KEVIN CROOKS BRANCH MANAGER, AMS40 $256,777$0$49,468 $306,2451
JAMES HAVENER PRESIDENT, AMS40 $259,229$0$42,973 $302,2021
ANTHONY J POWELL EVP, AMS40 $252,098$0$47,449 $299,5471
GERALD QUINN SECRETARY & COO40 $282,743$0$16,108 $298,8511
ROBERT GREENBAUM CHIEF SALES OFFICER, AMS40 $249,191$0$49,408 $298,5991
COREY RIGGS MILITARY MORTGAGE ADVISOR, AMS40 $251,046$0$45,007 $296,0531
STEPHEN C MANNELL PRESIDENT, AWMT40 $267,837$0$13,822 $281,6591
KEVIN A KINCAID CHIEF MARKETING OFFICER40 $205,390$0$43,139 $248,5291
RICHARD POE MILITARY MORTGAGE ADVISOR, AMS40 $220,852$0$20,590 $241,4421
STACEY DANIELS COO, AMS40 $232,246$0$6,967 $239,2131
CARRIE L CLARK EVP & SR TRUST OFFICER, AWMT40 $204,410$0$29,987 $234,3971
DANIEL J MCLAUGHLIN CFO, AWMT40 $199,637$0$12,266 $211,9031
CHARLES B BETANCOURT COO, AAFMAA PROPERTY LLC40 $189,114$0$9,827 $198,9411
CHARLENE G WILDE ASSISTANT SECRETARY40 $120,800$0$9,352 $130,1521
GEN DENNIS J REIMER CHAIR2 $0$0$0 $01
LTG JOHN A DUBIA DIRECTOR/CHAIR MEMBERSHIP COMM.2 $0$0$0 $01
MG WILLIAM M MATZ DIRECTOR/CHAIR FINANCE COMM.2 $0$0$0 $01
CW3 ROBIN H BOUDIETTE JR DIRECTOR2 $0$0$0 $01
MG JOHN G FERRARI DIRECTOR2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR2 $0$0$0 $01
RADM JANICE M HAMBY DIRECTOR/VICE CHAIR MEMBERHSIP COMM.2 $0$0$0 $01
CSM GEORGE L HORVATH III DIRECTOR2 $0$0$0 $01
CMSGT LEWIS E MONROE DIRECTOR2 $0$0$0 $01
COL DENNIS D PORTER DIRECTOR/VICE CHAIR FINANCE COMM.2 $0$0$0 $01
CMSGT JOHN T RIDGE DIRECTOR2 $0$0$0 $01
LT COL ROBERT W SCHRODER DIRECTOR2 $0$0$0 $01
COL WILSON A BUD SHATZER JR DIRECTOR2 $0$0$0 $01
COL ELISABETH J STRINES DIRECTOR2 $0$0$0 $01
LTG GUY C SWAN DIRECTOR2 $0$0$0 $01
2019 · 28 people listed · 15 paid, $3.9M · 161 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAJ WALTER R LINCOLN PRESIDENT AND TREASURER35 $648,172$0$37,064 $685,2361
MICHAEL J MEESE EVP & SECRETARY40 $319,838$0$31,687 $351,5251
ROBERT GREENBAUM VP BRANCH SALES, AAFMAA MORTGAGE40 $259,847$0$56,717 $316,5641
JAMES M MALLEY PRESIDENT, AAFMAA MORTGAGE40 $251,323$0$34,073 $285,3961
STEPHEN MANNELL PRESIDENT, AAFMAA WEALTH MGT40 $253,873$0$13,176 $267,0491
CARLOS PEREZ JR COO & ASSISTANT SECRETARY40 $210,636$0$24,489 $235,1251
KEVIN KINCAID CHIEF MARKETING OFFICER40 $193,916$0$40,575 $234,4911
CARRIE L CLARK EXECUTIVE VP,AAFMAA WEALTH40 $194,549$0$33,815 $228,3641
ANTHONY POWELL CHIEF OPERATING OFFICER, AAFMAA MORTGAGE40 $183,473$0$41,846 $225,3191
GARY N AIKEN CHIEF ANALYST/RISK MANAGER35 $181,641$0$33,205 $214,8461
LAWRIE VICK BRANCH MANAGER40 $167,907$0$27,796 $195,7031
GEORGE BRIGGS BRANCH MANAGER40 $183,949$0$5,815 $189,7641
ROSS H CUTLER VP,AAFMAA WEALTH MGMT40 $173,700$0$14,400 $188,1001
DANIEL MCLAUGHLIN CFO, AAFMAA WEALTH MGT40 $162,808$0$5,605 $168,4131
CHARLENE G WILDE ASSISTANT SECRETARY40 $103,322$0$7,040 $110,3621
DENNIS J REIMER CHAIRMAN OF THE BOARD2 $0$0$0 $01
BG MACK C HILL CHAIRMAN/AUDIT SUBCOMMITTEE2 $0$0$0 $01
ROBIN H BOUDIETTE DIRECTOR/MEMBERSHIP COMMITTEE2 $0$0$0 $01
CMSGT LEWIS E MONROE DIRECTOR/MEMBERSHIP COMMITTEE2 $0$0$0 $01
COL DENNIS D PORTER DIRECTOR/FINANCE COMMITTEE2 $0$0$0 $01
CMSGT JOHN T RIDGE DIRECTOR/FINANCE COMMITTEE2 $0$0$0 $01
COL WILSON A BUD SHATZER JR DIRECTOR/MEMBERSHIP COMMITTEE2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR/MEMBERSHIP COMMITTEE2 $0$0$0 $01
RADM JANICE M HAMBY VICE CHAIR/MEMBERSHIP COMM2 $0$0$0 $01
BG WILLIAM M MATZ CHAIRMAN/FINANCE COMMITTEE2 $0$0$0 $01
LTG JOHN A DUBIA CHAIRMAN/MEMBERSHIP COMMITT2 $0$0$0 $01
COL ELIZABETH J STRINES DIRECTOR/FINANCE COMMITTEE2 $0$0$0 $01
CSM GEORGE L HORVATH DIRECTOR/MEMBERSHIP COMMITTEE2 $0$0$0 $01
2018 · 27 people listed · 15 paid, $3.8M · 135 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAJ WALTER R LINCOLN PRESIDENT AND TREASURER35 $605,973$0$36,793 $642,7661
MICHAEL J MEESE EVP & SECRETARY40 $311,712$0$31,139 $342,8511
RICHARD CONVY PRESIDENT,AAFMAA WEALTH MGT40 $311,233$0$28,721 $339,9541
JAMES M MALLEY PRESIDENT, AAFMAA MORTGAGE40 $260,035$0$28,190 $288,2251
STEPHEN MANNELL CFO, AAFMAA WEALTH MGT40 $255,391$0$12,003 $267,3941
CARRIE L CLARK EXECUTIVE VP,AAFMAA WEALTH40 $197,117$0$32,771 $229,8881
KEVIN W HOLTON PRODUCING BRANCH MANAGER40 $193,729$0$35,172 $228,9011
CARLOS PEREZ JR COO & ASSISTANT SECRETARY40 $198,438$0$23,599 $222,0371
KEVIN KINCAID CHIEF MARKETING OFFICER40 $175,251$0$39,290 $214,5411
ANTHONY POWELL CHIEF OPERATING OFFICER40 $176,367$0$32,590 $208,9571
GARY N AIKEN CHIEF ANALYST & RISK MANAG35 $175,998$0$32,640 $208,6381
ROSS H CUTLER VP,AAFMAA WEALTH MGMT40 $171,836$0$7,733 $179,5691
ARTHUR LYONS CHIEF INVESTMENT OFFICER40 $160,200$0$8,960 $169,1601
CHARLES B BETANCOURT COO, AAFMAA PROPERTY40 $141,206$0$13,331 $154,5371
CHARLENE G WILDE ASSISTANT SECRETARY40 $92,780$0$5,207 $97,9871
DENNIS J REIMER CHAIRMAN OF THE BOARD2 $0$0$0 $01
BG MACK C HILL CHAIRMAN, AUDIT SUBCOMMITTEE2 $0$0$0 $01
ROBIN H BOUDIETTE DIRECTOR, MMBERSHIP COMMITTEE2 $0$0$0 $01
CMSGT LEWIS E MONROE DIRECTOR,MMBERSHIP COMMITTEE2 $0$0$0 $01
COL DENNIS D PORTER DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
CMSGT JOHN T RIDGE DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
COL WILSON A BUD SHATZER JR DIRECTOR,MMBERSHIP COMMITTEE2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR,MMBERSHIP COMMITTEE2 $0$0$0 $01
RADM JANICE M HAMBY VICE CHAIR, MMBERSHIP COMMITTEE2 $0$0$0 $01
BG WILLIAM M MATZ CHAIRMAN, FINANCE COMMITTE2 $0$0$0 $01
LTG JOHN A DUBIA CHAIRMAN,MMBERSHIP COMMITTEE2 $0$0$0 $01
COL ELIZABETH J STRINES DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
2017 · 30 people listed · 16 paid, $3.6M · 101 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAJ WALTER R LINCOLN PRESIDENT, TREASURER35 $586,878$0$40,944 $627,8221
MICHAEL J MEESE EVP & SECRETARY40 $289,137$0$30,589 $319,7261
JAMES M MALLEY PRESIDENT, AAFMAA MORTGAGE40 $246,954$0$36,265 $283,2191
RICHARD CONVY PRESIDENT,AAFMAA WEALTH MG40 $255,220$0$25,180 $280,4001
STEPHEN MANNELL CFO, AAFMAA WEALTH MGT & T40 $229,121$0$12,062 $241,1831
CARLOS PEREZ JR COO & ASSISTANT SECRETARY40 $182,267$0$21,102 $203,3691
ANDREW W MAY MANAGING DIRECTOR & COO40 $186,265$0$16,764 $203,0291
GARY N AIKEN CHIEF ANALYST & RISK MANAG35 $171,262$0$30,513 $201,7751
ANTHONY POWELL HEAD OF PRODUCTION AND OPE40 $181,821$0$9,933 $191,7541
KEVIN KINCAID CHIEF MARKETING OFFICER40 $152,904$0$28,976 $181,8801
ROSS H CUTLER VICE PRESIDENT,AAFMAA WEALTH MGMT & TRUST40 $141,691$0$27,774 $169,4651
CARRIE L CLARK EXECUTIVE VP,AAFMAA WEALTH40 $134,959$0$26,668 $161,6271
MATTHEW V WATSON SENIOR FINANCIAL ANALYST/I40 $133,944$0$19,352 $153,2961
CHARLES B BETANCOURT COO, AAFMAA PROPERTY40 $131,013$0$12,872 $143,8851
CLARK D FREDERICK VICE PRESIDENT,OPERATIONS,AAFMAA MORTGAGE SERVICES40 $128,327$0$6,785 $135,1121
CHARLENE G WILDE ASSISTANT SECRETARY40 $65,266$0$3,951 $69,2171
DENNIS J REIMER CHAIRMAN OF THE BOARD2 $0$0$0 $01
BG MACK C HILL DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
ROBIN H BOUDIETTE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
LTG JOSEPH E DEFRANCISCO VICE CHAIRMAN OF THE BOARD2 $0$0$0 $01
CSM GEORGE HORVATH DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
CMSGT LEWIS E MONROE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
COL DENNIS D PORTER DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
CMSGT JOHN T RIDGE DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
LTG WILLIAM J LENNOX DIRECTOR, MEMBERSHIP COMMITTE2 $0$0$0 $01
COL WILSON A BUD SHATZER JR DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
RADM JANICE M HAMBY DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
BG WILLIAM M MATZ CHAIRMAN, FINANCE COMMITTE2 $0$0$0 $01
LTG JOHN A DUBIA CHAIRMAN, MEMBERSHIP COMMITTE2 $0$0$0 $01
2016 · 30 people listed · 14 paid, $3.6M · 94 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAJ WALTER R LINCOLN PRESIDENT, TREASURER35 $561,385$0$39,727 $601,1121
JAMES M MALLEY PRESIDENT, AAFMAA MORTGAGE SERVICES40 $403,002$0$34,634 $437,6361
BARBARA HUMPHREY EXECUTIVE VP,AAFMAA WEALTH40 $284,432$0$13,948 $298,3801
MICHAEL J MEESE COO & SECRETARY40 $253,928$0$29,248 $283,1761
RICHARD CONVY PRESIDENT,AAFMAA WEALTH MG40 $235,807$0$32,025 $267,8321
ANDREW W MAY MANAGING DIRECTOR & COO40 $239,538$0$10,779 $250,3171
STEPHEN MANNELL CFO, AAFMAA WEALTH MGT & T40 $215,053$0$11,489 $226,5421
GARY N AIKEN CHIEF ANALYST & RISK MANAG35 $164,003$0$29,418 $193,4211
A E LYNE BABIN MANAGER MEMBER SERVICES40 $175,152$0$10,948 $186,1001
KEVIN KINCAID CHIEF MARKETING OFFICER40 $151,267$0$27,768 $179,0351
CARLOS PEREZ JR ASSISTANT SECRETARY40 $162,347$0$11,142 $173,4891
KATHIE H BALLARD MANAGER, POLICY SERVICES40 $126,808$0$36,014 $162,8221
ANTHONY POWELL HEAD OF PRODUCTION AND OPERATIONS40 $145,840$0$6,742 $152,5821
MATTHEW V WATSON SENIOR FINANCIAL ANALYST/I40 $129,533$0$16,003 $145,5361
LTG DONALD M BABERS CHAIRMAN OF THE BOARD2 $0$0$0 $01
GEN JACK N MERRITT VICE CHAIRMAN,BOARD & CHAI2 $0$0$0 $01
BG MACK C HILL DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
ROBIN H BOUDIETTE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
LTG JOSEPH E DEFRANCISCO DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
CSM GEORGE HORVATH DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
CMSGT LEWIS E MONROE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
COL DENNIS D PORTER DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
CMSGT JOHN T RIDGE DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
LTG WILLIAM J LENNOX CHAIRMAN MEMBERSHIP COMMIT2 $0$0$0 $01
COL WILSON A BUD SHATZER JR DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
RADM JANICE M HAMBY DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
WILLIAM M MATZ DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
JOHN A DUBIA DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
DENNIS J REIMER DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
2015 · 28 people listed · 14 paid, $3.1M · 88 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAJ WALTER R LINCOLN PRESIDENT, TREASURER35 $502,836$0$39,308 $542,1441
JAMES M MALLEY EXEC VP & COO AAFMAA MBR &40 $310,065$0$36,145 $346,2101
MICHAEL J MEESE COO & SECRETARY40 $262,710$0$32,140 $294,8501
RICHARD CONVY PRESIDENT,AAFMAA WEALTH MG40 $247,980$0$34,608 $282,5881
BARBARA HUMPHREY EXECUTIVE VP,AAFMAA WEALTH40 $242,430$0$13,695 $256,1251
STEPHEN MANNELL CFO, AAFMAA WEALTH MGT & T40 $226,381$0$11,999 $238,3801
ANDREW W MAY MANAGING DIRECTOR & COO40 $198,865$0$7,126 $205,9911
KEVIN KINCAID CHIEF MARKETING OFFICER40 $159,769$0$22,316 $182,0851
GARY N AIKEN CHIEF ANALYST & RISK MANAG35 $150,744$0$27,950 $178,6941
A E LYNE BABIN MANAGER MEMBER SERVICES40 $132,954$0$7,237 $140,1911
MATTHEW V WATSON SENIOR FINANCIAL ANALYST/INV MGR40 $122,882$0$15,808 $138,6901
WILSON MOY DIRECTOR FINANCIAL PLANNING/TRUST OFFICER40 $120,078$0$15,754 $135,8321
CLIFTON E BROWN MANAGER, APPLICATIONS & UN35 $119,280$0$14,658 $133,9381
CARLOS PEREZ JR ASSISTANT SECRETARY40 $65,296$0$1,248 $66,5441
LTG DONALD M BABERS CHAIRMAN OF THE BOARD2 $0$0$0 $01
GEN JACK N MERRITT VICE CHAIRMAN,BOARD & CHAI2 $0$0$0 $01
BG MACK C HILL DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
ROBIN H BOUDIETTE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
LTG JOSEPH E DEFRANCISCO DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
CSM GEORGE HORVATH DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
CMSGT LEWIS E MONROE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
COL DENNIS D PORTER DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
CMSGT JOHN T RIDGE DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
LTG WILLIAM J LENNOX CHAIRMAN MEMBERSHIP COMMIT2 $0$0$0 $01
COL WILSON A BUD SHATZER JR DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
RADM JANICE M HAMBY DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
WILLIAM M MATZ DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
2014 · 28 people listed · 13 paid, $2.8M · 81 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAJ WALTER R LINCOLN PRESIDENT, TREASURER35 $469,397$0$38,367 $507,7641
JAMES M MALLEY EXEC VP & COO AAFMAA MBR &40 $301,581$0$37,608 $339,1891
RICHARD CONVY PRESIDENT,AAFMAA WEALTH MG40 $248,886$0$34,030 $282,9161
MICHAEL J MEESE COO & SECRETARY40 $232,810$0$21,251 $254,0611
BARBARA HUMPHREY EXECUTIVE VP,AAFMAA WEALTH40 $212,950$0$31,093 $244,0431
STEPHEN MANNELL CFO, AAFMAA WEALTH MGT & T40 $218,846$0$9,848 $228,6941
BRADY M GRULER VICE PRES FOR MARKETING35 $142,302$0$37,318 $179,6201
GARY N AIKEN CHIEF ANALYST & RISK MANAG35 $142,654$0$26,905 $169,5591
A E LYNE BABIN MANAGER MEMBER SERVICES40 $124,759$0$8,059 $132,8181
CHARLES B BETANCOURT CHIEF OPERATING OFFICER40 $118,496$0$12,240 $130,7361
TIANA FALLAVOLLITA ASSISTANT TO THE PRESIDENT35 $112,871$0$15,799 $128,6701
CLIFTON E BROWN MANAGER, APPLICATIONS & UN35 $108,011$0$13,531 $121,5421
ROSS CUTLER ASSISTANT SECRETARY40 $95,970$0$10,328 $106,2981
LTG DONALD M BABERS CHAIRMAN OF THE BOARD2 $0$0$0 $01
GEN JACK N MERRITT VICE CHAIRMAN,BOARD & CHAIRMAN, FINANCE COMMITTEE2 $0$0$0 $01
BG MACK C HILL DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
COL JAMES P GERSTENLAUER DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
GEN JOHN A SHAUD DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
LTG JOSEPH E DEFRANCISCO DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
CSM GEORGE HORVATH DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
CMSGT LEWIS E MONROE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
COL DENNIS D PORTER DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
CMSGT JOHN T RIDGE DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
LTG WILLIAM J LENNOX CHAIRMAN MEMBERSHIP COMMIT2 $0$0$0 $01
COL WILSON A BUD SHATZER JR DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
RADM JANICE M HAMBY DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
WILLIAM M MATZ DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
2013 · 27 people listed · 14 paid, $2.7M · 81 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAJ WALTER R LINCOLN PRESIDENT, TREASURER40 $440,460$0$34,376 $474,8361
JAMES M MALLEY EXEC VP & COO AAFMAA MBR &SURV BENEFITS LLC40 $375,321$0$32,185 $407,5061
RICHARD CONVY PRESIDENT,AAFMAA WEALTH MGT & TRUST LLC40 $232,647$0$28,678 $261,3251
BARBARA HUMPHREY EXECUTIVE VP,AAFMAA WEALTH MGT & TRUST LLC40 $192,835$0$23,724 $216,5591
STEPHEN MANNELL CFO, AAFMAA WEALTH MGT & TRUST LLC40 $196,200$0$7,960 $204,1601
BRADY M GRULER VICE PRES FOR MARKETING35 $144,877$0$33,196 $178,0731
MICHAEL J MEESE COO & SECRETARY40 $155,318$0$3,563 $158,8811
GARY N AIKEN CHIEF ANALYST & RISK MANAGEMENT OFFICER35 $129,864$0$27,918 $157,7821
A E LYNE BABIN MANAGER MEMBER SERVICES40 $129,461$0$7,184 $136,6451
KATHIE H BALLARD MANAGER, POLICY SERVICES35 $104,330$0$29,141 $133,4711
CLIFTON E BROWN MANAGER, APPLICATIONS & UN35 $106,247$0$12,809 $119,0561
TIMOTHY L OUGHTON MANAGER, SURVIVOR BENEFITS40 $108,286$0$6,556 $114,8421
ROSS CUTLER ASSISTANT SECRETARY40 $91,990$0$16,541 $108,5311
TOM E HARGIS SECRETARY35 $56,589$0$18,180 $74,7691
LTG DONALD M BABERS CHAIRMAN OF THE BOARD2 $0$0$0 $01
GEN JACK N MERRITT VICE CHAIRMAN OF THE BOARD2 $0$0$0 $01
BG MACK C HILL DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
COL JAMES P GERSTENLAUER DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
GEN JOHN A SHAUD DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
LTG JOSEPH DEFRANCISCO DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
CSM GEORGE HORVATH DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
CMSGT LEWIS E MONROE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
COL DENNIS D PORTER DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
CMSGT JOHN T RIDGE DIRECTOR, FINANCE COMMITTE2 $0$0$0 $01
LTG WILLIAM J LENNOX CHAIRMAN MEMBERSHIP COMMIT2 $0$0$0 $01
COL WILSON A BUD SHATZER JR DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
BRIG GEN JONATHAN D GEORGE DIRECTOR, MEMBERSHIP COMMI2 $0$0$0 $01
2012 · 25 people listed · 9 paid, $1.8M · 75 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAJ WALTER R LINCOLN PRESIDENT, TREASURER40 $378,564$0$38,974 $417,5381
JAMES M MALLEY EXEC VP, COO AAFMAA FINANCIAL ADVISORS40 $344,266$0$32,235 $376,5011
BRADY M GRULER VICE PRES FOR INSURANCE35 $142,778$0$33,772 $176,5501
LISA G MILMAN VICE PRES MARKETING & SALES35 $134,051$0$34,547 $168,5981
TOM E HARGIS SECRETARY35 $132,868$0$33,296 $166,1641
A E LYNE BABIN MANAGER MEMBER SERVICES40 $135,461$0$7,454 $142,9151
GARY N AIKEN SENIOR FINANCIAL ANALYST35 $115,742$0$26,200 $141,9421
KATHIE H BALLARD MANAGER, POLICY SERVICES35 $101,801$0$29,674 $131,4751
CLIFTON E BROWN MANAGER, APPLICATIONS & UNDERWRITING35 $103,208$0$13,051 $116,2591
LTG DONALD M BABERS CHAIRMAN OF THE BOARD2 $0$0$0 $01
GEN JACK N MERRITT VICE CHAIRMAN OF THE BOARD2 $0$0$0 $01
BG MACK C HILL DIRECTOR, FINANCE COMMITTEE2 $0$0$0 $01
MG ROBERT L SMOLEN DIRECTOR, FINANCE COMMITTEE2 $0$0$0 $01
COL JAMES P GERSTENLAUER DIRECTOR, FINANCE COMMITTEE2 $0$0$0 $01
GEN JOHN A SHAUD DIRECTOR, MEMBERSHIP COMMITTEE2 $0$0$0 $01
MG DONALD W SHEPPERD DIRECTOR, MEMBERSHIP COMMITTEE2 $0$0$0 $01
COL ELISABETH J STRINES DIRECTOR, MEMBERSHIP COMMITTEE2 $0$0$0 $01
LTC GEORGE T GREILING DIRECTOR, FINANCE COMMITTEE2 $0$0$0 $01
LTG JOSEPH DEFRANCISCO DIRECTOR, MEMBERSHIP COMMITTEE2 $0$0$0 $01
CSM GEORGE HORVATH DIRECTOR, MEMBERSHIP COMMITTEE2 $0$0$0 $01
CMSGT LEWIS E MONROE DIRECTOR, MEMBERSHIP COMMITTEE2 $0$0$0 $01
COL DENNIS D PORTER DIRECTOR, FINANCE COMMITTEE2 $0$0$0 $01
CMSGT JOHN T RIDGE DIRECTOR, FINANCE COMMITTEE2 $0$0$0 $01
LTG WILLIAM J LENNOX CHAIRMAN MEMBERSHIP COMMITTEE2 $0$0$0 $01
COL WILSON A BUD SHATZER JR DIRECTOR, MEMBERSHIP COMMITTEE2 $0$0$0 $01
2011 · 26 people listed · 8 paid, $1.5M · 68 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WALTER R LINCOLN CFP PRESIDENT, TREASURER50 $363,431$0$0 $363,4311
JAMES M MALLEY EXEC VP & CHIEF OPER OFFICER50 -$293,597$0 $293,5971
FLORENCE B WILSON CPA CHIEF FINANCIAL ADVISOR35 $163,574$0$0 $163,5741
TOM E HARGIS SECRETARY35 $153,066$0$0 $153,0661
BRADY M GRULER VICE PRES FOR INSURANCE35 $149,382$0$0 $149,3821
LISA G MILMAN VICE PRES MARKETING & SALES35 $129,184$0$0 $129,1841
A E LYNE BABIN MANAGER MEMBER SERVICES40 -$116,054$0 $116,0541
GARY N AIKEN SENIOR FINANCIAL ANALYST35 $108,717$0$0 $108,7171
LTG DONALD M BABERS CHAIRMAN OF THE BOARD2 --- $01
GEN JACK N MERRITT VICE CHAIRMAN OF THE BOARD2 --- $01
BG MACK C HILL DIRECTOR, FINANCE COMMITTEE2 --- $01
BG L DONNE OLVEY DIRECTOR, FINANCE COMMITTEE2 --- $01
MG ROBERT L SMOLEN DIRECTOR, FINANCE COMMITTEE2 --- $01
COL JAMES P GERSTENLAUER DIRECTOR, FINANCE COMMITTEE2 --- $01
COL TYRUS W COBB DIRECTOR, MEMBERSHIP COMMITTEE2 --- $01
LTG JOHN A DUBIA DIRECTOR, MEMBERSHIP COMMITTEE2 --- $01
GEN JOHN A SHAUD DIRECTOR, MEMBERSHIP COMMITTEE2 --- $01
MG DONALD W SHEPPERD DIRECTOR, MEMBERSHIP COMMITTEE2 --- $01
COL ELISABETH J STRINES DIRECTOR, MEMBERSHIP COMMITTEE2 --- $01
LTC GEORGE T GREILING DIRECTOR, FINANCE COMMITTEE2 --- $01
LTG JOSEPH DEFRANCISCO DIRECTOR, MEMBERSHIP COMMITTEE2 --- $01
CSM GEORGE HORVATH DIRECTOR, MEMBERSHIP COMMITTEE2 --- $01
CMSGT LEWIS E MONROE DIRECTOR, MEMBERSHIP COMMITTEE2 --- $01
COL DENNIS D PORTER DIRECTOR, FINANCE COMMITTEE2 --- $01
CMSGT JOHN T RIDGE DIRECTOR, FINANCE COMMITTEE2 --- $01
WILLIAM J LENNOX CHAIRMAN MEMBERSHIP COMMITTEE2 --- $01
2010 · 24 people listed · 5 paid, $882K · 44 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WALTER R LINCOLN CFP PRESIDENT, TREASURER50 $325,931$0$0 $325,9311
FLORENCE B WILSON CPA CHIEF FINANCIAL ADVISOR35 $149,180$0$0 $149,1801
TOM E HARGIS SECRETARY AND CONTROLLER35 $144,716$0$0 $144,7161
BRADY M GRULER VICE PRES INSURANCE35 $132,649$0$0 $132,6491
LISA G MILMAN VICE PRES MARKETING35 $129,044$0$0 $129,0441
LTG DONALD M BABERS CHAIRMAN OF BOARD2 --- $01
GEN JACK N MERRITT VICE CHAIRMAN, FINANCE COMMITT2 --- $01
BG MACK C HILL MEMBERSHIP, FINANCE COMMISSION1 --- $01
BG L DONNE OLVEY MEMBER, FINANCE COMMISSION1 --- $01
MG ROBERT L SMOLEN MEMBER, FINANCE COMMISSION1 --- $01
COL JAMES P GERSTENLAUER MEMBER , FINANCE COMMISSION1 --- $01
COL TYRUS W COBB MEMBER, MEMBERSHIP COMMISSION1 --- $01
LTG JOHN A DUBIA MEMBER, MEMBERSHIP COMMISSION1 --- $01
MAJ JOE R REEDER MEMBER, MEMBERSHIP COMMISSION1 --- $01
GEN JOHN A SHAUD MEMBER, MEMBERSHIP COMMISSION1 --- $01
MG DONALD W SHEPPERD MEMBER, MEMBERSHIP COMMISSION1 --- $01
COL ELISABETH J STRINES MEMBER, MEMBERSHIP COMMISSION1 --- $01
LTC GEORGE T GREILING DIRECTOR1 --- $01
LTG JOSEPH DEFRANCISCO DIRECTOR1 --- $01
CSM GEORGE HORVATH MEMBER, MEMBERSHIP COMMISSION1 --- $01
CMSGT LEWIS E MONROE MEMBER, MEMBERSHIP COMMISSION1 --- $01
COL DENNIS D PORTER MEMBER, FINANCE COMMISSION1 --- $01
CMSGT JOHN T RIDGE MEMBER,FINANCE COMMISSION1 --- $01
WILLIAM J LENNOX CHARIMAN OF MEMBERSHIP COMMN2 --- $01

Highest-paid independent contractors

2025 · 5 contractors · $6.4M
NameLocationServicePaid
METROSTAR SYSTEMS INCRESTON, VAIT SERVICES$3,924,124
SAPIENS AMERICAS CORPPALATINE, ILIT SERVICES$917,805
SILVERBACK STRATEGIES INCARLINGTON, VAMARKETING$641,492
RED RIVER TECHNOLOGY LLCPHILADELPHIA, PAIT SERVICES$490,133
MOLE STREET PRODUCTIONS LLCWEST CHESTER, PAMARKETING$389,415
2024 · 5 contractors · $6.9M
NameLocationServicePaid
METROSTAR SYSTEMS INCRESTON, VAIT SERVICES$3,791,425
SAPIENS AMERICAS CORPPALATINE, ILIT SERVICES$1,878,815
SILVERBACK STRATEGIES INCARLINGTON, VAMARKETING$601,615
AMERICAN PARA PROF SYSTEMS INCHICKSVILLE, NYUNDERWRITING$359,363
JOURNEYTEAM LLCDRAPER, UTIT SERVICES$257,991
2023 · 5 contractors · $7.0M
NameLocationServicePaid
METROSTAR SYSTEMS INCRESTON, VAIT SERVICES$4,093,059
SAPIENS AMERICAS CORPPALATINE, ILIT SERVICES$1,749,316
AMERICAN PARA PROF SYSTEMS INCHICKSVILLE, NYUNDERWRITING$572,293
JOURNEYTEAM LLCDRAPER, UTIT SERVICES$366,976
CLINICAL REFERENCE LABORATORYKANSAS CITY, MOUNDERWRITING$253,683
2022 · 1 contractor · $4.3M
NameLocationServicePaid
METROSTAR SYSTEMS INCRESTON, VAIT SERVICES$4,282,279
2021 · 2 contractors · $4.7M
NameLocationServicePaid
METROSTAR SYSTEMS INCRESTON, VAIT SERVICES$4,543,961
EDDY SQUARED LLCGREENSBORO, NCACTUARIAL SERVICES$140,006
2020 · 2 contractors · $5.5M
NameLocationServicePaid
METROSTAR SYSTEMS INCRESTON, VAIT SERVICES$5,302,541
EDDY SQUARED LLCGREENSBORO, NCACTUARIAL SERVICES$148,821
2019 · 3 contractors · $5.6M
NameLocationServicePaid
METROSTAR SYSTEMSRESTON, VAIT SERVICES$5,245,851
EDDY SQUARED LLCGREENSBORO, NCACTUARIAL SERVICES$189,553
ADDISON PROFESSIONAL FINANCIAL SEARCH LCHICAGO, ILSTAFFING SERVICES$156,867
2018 · 2 contractors · $4.2M
NameLocationServicePaid
METROSTAR SYSTEMSRESTON, VAIT SERVICES$3,954,483
NAVAL ACADEMY ATHLETIC ASSOCIATIONANNAPOLIS, MDADVERTISING$202,800
2017 · 5 contractors · $4.9M
NameLocationServicePaid
METROSTAR SYSTEMSRESTON, VAIT SERVICES$3,758,407
RMR & ASSOCIATESROCKVILLE, MDMARKETING$438,885
SILVERBACK STRATEGIESALEXANDRIA, VAMARKETING$345,015
HUBBARD RADIOCINCINNATI, OHADVERTISING$223,500
NAVAL ACADEMY ATHLETIC ASSOCIATIONANNAPOLIS, MDADVERTISING$145,000
2016 · 3 contractors · $4.0M
NameLocationServicePaid
METROSTAR SYSTEMSRESTON, VAIT SERVICES$3,521,282
HUBBARD RADIOCINCINNATI, OHADVERTISING$340,250
EDDY SQUARED LLCGREENSBORO, NCACTUARIAL SERVICES$168,354
2015 · 3 contractors · $3.8M
NameLocationServicePaid
METROSTAR SYSTEMSRESTON, VAIT SERVICES$3,456,102
WOMBLECARLYLE SANDRIDGE & RICEWASHINGTON, DCLAW FIRM$180,187
EDDY SQUARED LLCGREENSBORO, NCACTURIAL SERVICES$128,389
2014 · 5 contractors · $4.1M
NameLocationServicePaid
METROSTAR SYSTEMSRESTON, VAIT SERVICES$3,124,241
C-VIEW CORPOSPREY, FLMARKETING SERVICES$523,251
EDDY SQUARED LLCGREENSBORO, NCACTURIAL SERVICES$172,761
CULBERTSON COMPANY OF VIRGINIALLCMANASSAS, VABUILDING REPAIRS & MAINTENANCE$167,073
TAY-MOR INDUSTRIES LLCBALTIMORE, MDBUILDING IMPROVEMENTS$110,770
2013 · 5 contractors · $2.1M
NameLocationServicePaid
C-VIEW CORPMARKETING CONSULTANT$824,951
UNISON PARTNERS LLCMARKETING$554,828
ELMWOOD BUILDERS LLCBUILDING IMPROVEMENTS$316,101
WOMBLE CARLYLE SANDRIDGE RICELEGAL SERVICES$209,741
EDDY SQUARED LLCACTURIAL SERVICES$176,893
2012 · 2 contractors · $1.7M
NameLocationServicePaid
C-VIEW CORPVIENNA, VAMARKETING CONSULTANT$1,060,484
WOMBLE CARLYLE SANDRIDGE RICEWASHINGTON, DCLEGAL SERVICES$635,918
2011 · 5 contractors · $4.7M
NameLocationServicePaid
METROSTAR SYSTEMS INCRESTON, VAINFORMATN TECHNOLOGY$3,070,220
C-VIEW CORPVIENNA, VAMARKETING CONSULTANT$859,180
HP ENTERPRISE SERVICES LLCPLANO, TXINFORMATN TECHNOLOGY$427,282
EDDY SQUARED LLCGREENSBORO, NCACTUARIAL SERVICES$247,918
WOMBLE CARLYLE SANDRIDGE RICEWASHINGTON, DCLEGAL SERVICES$110,253
2010 · 2 contractors · $897K
NameLocationServicePaid
C-VIEW CORPVIENNA, VAMARKETING CONSULTANT$703,632
EDDY SQUARED LLCGREENSBORO, NCACTUARIAL SERVICES$193,483

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$142,767,854$144,335,669 $1,263,544,055$1,177,484,108 $0$78,261,113 $5,091,63217311
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$127,405,253$144,206,693 $1,275,946,668$1,185,232,321 $0$79,369,522 $5,200,13318612
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$125,238,471$126,572,535 $1,299,077,223$1,213,106,959 $0$68,719,547 $4,671,8421850
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$130,654,860$128,906,584 $1,304,493,618$1,211,470,852 $0$52,724,290 $5,054,4502450
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$156,820,924$155,623,224 $1,347,409,383$1,255,190,735 $0$56,706,138 $4,637,4272730
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$132,145,669$131,412,110 $1,313,694,509$1,229,888,950 $0$53,633,811 $3,915,1002140
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$134,816,629$133,800,328 $1,295,530,154$1,180,876,049 $0$55,588,127 $3,896,2571610
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$130,316,594$129,208,511 $1,289,114,167$1,168,243,205 $0$53,782,722 $3,795,4071350
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$137,778,115$136,740,386 $1,295,091,899$1,183,916,680 $0$57,545,232 $3,566,7571010
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$129,486,472$128,387,104 $1,265,052,325$1,147,881,267 $0$56,207,797 $2,717,519940
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$122,009,426$120,339,884 $1,164,622,416$1,072,251,213 $0$51,782,547 $2,414,917880
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$118,278,203$117,526,362 $1,154,555,615$1,084,552,359 $0$55,980,307 $1,922,742810
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$112,546,448$110,334,677 $1,102,240,618$1,046,285,426 $0$55,305,270 $2,464,425810
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$104,330,979$100,882,636 $1,036,156,814$977,774,049 $0$50,131,973 $1,738,703750
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$99,493,695$98,443,832 $1,000,566,826$955,891,552 $0$45,593,683 $1,477,00568-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$93,111,540$89,232,808 $951,509,414$914,101,258 $0$41,408,195 $881,52044-

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
AMERICAN MEDICAL ASSOCIATIONILNot reported $546,239,123$426,572,778 SVP & CHIEF HLTH EQUITY OFFICER$3,484,519 Similar name, revenue within 5x
AMERICAN MUTUAL LIFE ASSOCIATIONOHNot reported $4,384,568$4,577,182 CEO$148,775 Similar name, revenue differs more than 10x
AMERICAN MUTUAL LIFE ASSOCIATIONOHNot reported $51,048$4,497 SECRETARY/TR$585 Similar name, revenue differs more than 10x
CHINESE AMERICAN MUTUAL ASSOCIATIONCAA23 $25,500$30,294 CEO$0 Similar name, revenue differs more than 10x
Farmers Mutual Fire & Aid AssociationINNot reported $15,663$23,850 President$0 Similar name, revenue differs more than 10x
FARMERS MUTUAL AID ASSOCIATIONOHNot reported $206,345$147,432 SEC / TREAS$68,938 Similar name, revenue differs more than 10x
ETHIOPIAN & ETHIOPIAN AMERICAN MUTUAL ASSOCIATIONCAP20 $12,080$586 PRESIDENT$0 Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 7 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
UNITED HEALTH FOUNDATION Private foundation$60,0001 12010–2010 AMERICAN MEDICAL ASSOCIATION
ACCESS DAF sponsor$25,0001 12018–2018 AMERICAN MEDICAL ASSOCIATION
GATES FOUNDATION Private foundation$6,0001 12013–2013 AMERICAN MEDICAL ASSOCIATION
JEFF AND CARLA COLE FOUNDATION INC Private foundation$3001 12019–2019 AMERICAN MEDICAL ASSOCIATION
SKYLIGHT FOUNDATION INC Private foundation$821 12022–2022 AMERICAN MEDICAL ASSOCIATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $144,335,669 spent · pay $21,444,254 · grants $0 · events $214,061
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $94,844,070--- 65.7%
Other salaries and wages $13,764,138--- 9.5%
Information technology $6,657,292--- 4.6%
Fees: investment management $6,078,226--- 4.2%
Pay: officers, directors, trustees, key employees $5,091,632--- 3.5%
Interest $3,313,814--- 2.3%
Other (as described)BAD DEBT ON LOANS $2,311,011--- 1.6%
Depreciation and depletion $2,090,803--- 1.4%
Advertising and promotion $1,821,460--- 1.3%
Office expenses $1,738,626--- 1.2%
Fees: other services $1,338,045--- 0.9%
Other employee benefits $1,328,402--- 0.9%
Occupancy $928,163--- 0.6%
Payroll taxes $884,082--- 0.6%
Pension plan contributions $376,000--- 0.3%
All other expenses $329,138--- 0.2%
Insurance $271,163--- 0.2%
Travel $222,886--- 0.2%
Other (as described)PROGRAM MANAGEMENT $219,566--- 0.2%
Conferences, conventions and meetings $214,061--- 0.1%
Other (as described)MEMBERSHIPS/SPONSORSHIP $161,610--- 0.1%
Fees: accounting $143,167--- 0.1%
Fees: legal $107,721--- 0.1%
Other (as described)REPAIRS AND MAINTENANCE $100,593--- 0.1%
Total$144,335,669100%

View the filing

2024 · Form 990 · $144,206,693 spent · pay $21,383,038 · grants $0 · events $329,766
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $93,833,225--- 65.1%
Other salaries and wages $13,449,577--- 9.3%
Fees: investment management $7,501,188--- 5.2%
Information technology $5,921,130--- 4.1%
Pay: officers, directors, trustees, key employees $5,200,133--- 3.6%
Interest $3,101,248--- 2.2%
Other (as described)BAD DEBT ON LOANS $2,788,576--- 1.9%
Depreciation and depletion $2,010,039--- 1.4%
Office expenses $1,762,411--- 1.2%
Advertising and promotion $1,689,170--- 1.2%
Other employee benefits $1,596,407--- 1.1%
Fees: other services $1,291,266--- 0.9%
Occupancy $1,036,982--- 0.7%
Payroll taxes $801,977--- 0.6%
All other expenses $531,996--- 0.4%
Pension plan contributions $334,944--- 0.2%
Conferences, conventions and meetings $329,766--- 0.2%
Insurance $269,257--- 0.2%
Travel $228,205--- 0.2%
Other (as described)MEMBERSHIPS/SPONSORSHIP $190,274--- 0.1%
Fees: accounting $128,735--- 0.1%
Other (as described)REPAIRS AND MAINTENANCE $110,433--- 0.1%
Fees: legal $99,754--- 0.1%
Total$144,206,693100%

View the filing

2023 · Form 990 · $126,572,535 spent · pay $19,841,751 · grants $0 · events $275,047
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $82,179,651--- 64.9%
Other salaries and wages $12,490,576--- 9.9%
Fees: investment management $6,162,480--- 4.9%
Information technology $4,738,798--- 3.7%
Pay: officers, directors, trustees, key employees $4,671,842--- 3.7%
Other (as described)BAD DEBT ON LOANS $2,498,946--- 2.0%
Interest $2,058,726--- 1.6%
Depreciation and depletion $2,053,238--- 1.6%
Office expenses $1,701,061--- 1.3%
Other employee benefits $1,625,759--- 1.3%
Advertising and promotion $1,591,760--- 1.3%
Fees: other services $1,236,953--- 1.0%
Occupancy $1,221,271--- 1.0%
Payroll taxes $757,535--- 0.6%
Pension plan contributions $296,039--- 0.2%
Conferences, conventions and meetings $275,047--- 0.2%
Insurance $248,608--- 0.2%
Other (as described)MEMBERSHIPS/SPONSORSHIP $184,056--- 0.1%
Travel $157,048--- 0.1%
Fees: legal $133,446--- 0.1%
Fees: accounting $124,820--- 0.1%
Other (as described)REPAIRS AND MAINTENANCE $112,230--- 0.1%
All other expenses $52,645--- 0.0%
Total$126,572,535100%

View the filing

2022 · Form 990 · $128,906,584 spent · pay $20,697,566 · grants $0 · events $257,996
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $84,814,258--- 65.8%
Other salaries and wages $13,082,607--- 10.1%
Fees: investment management $5,894,708--- 4.6%
Pay: officers, directors, trustees, key employees $5,054,450--- 3.9%
Office expenses $4,844,874--- 3.8%
Information technology $4,116,781--- 3.2%
Other (as described)BAD DEBT ON LOANS $2,431,345--- 1.9%
Other (as described)EXCESS INT CREDITED $2,422,658--- 1.9%
Depreciation and depletion $2,223,026--- 1.7%
Advertising and promotion $1,801,857--- 1.4%
Fees: other services $1,527,950--- 1.2%
Other employee benefits $1,509,996--- 1.2%
Interest $1,052,529--- 0.8%
Occupancy $747,802--- 0.6%
Payroll taxes $718,602--- 0.6%
Pension plan contributions $331,911--- 0.3%
Conferences, conventions and meetings $257,996--- 0.2%
Insurance $232,415--- 0.2%
Other (as described)INVESTMENT EXPENSES $200,908--- 0.2%
Travel $174,243--- 0.1%
Fees: legal $157,071--- 0.1%
Fees: accounting $97,061--- 0.1%
All other expenses -$727--- -0.0%
Other (as described)CHANGE IN RESERVES -$4,787,737--- -3.7%
Total$128,906,584100%

View the filing

2021 · Form 990 · $155,623,224 spent · pay $24,478,299 · grants $0 · events $317,435
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $100,796,917--- 64.8%
Other salaries and wages $16,851,576--- 10.8%
Fees: investment management $5,330,441--- 3.4%
Pay: officers, directors, trustees, key employees $4,637,427--- 3.0%
Office expenses $4,406,015--- 2.8%
Information technology $3,874,574--- 2.5%
Other (as described)EXCESS INT CREDITED $2,798,030--- 1.8%
Advertising and promotion $2,602,319--- 1.7%
Other (as described)CHANGE IN RESERVES $2,533,148--- 1.6%
Fees: other services $2,302,309--- 1.5%
Depreciation and depletion $1,974,912--- 1.3%
Payroll taxes $1,694,100--- 1.1%
Other (as described)BAD DEBT ON LOANS $1,316,847--- 0.8%
Other employee benefits $920,518--- 0.6%
Occupancy $879,778--- 0.6%
Interest $607,039--- 0.4%
Other (as described)INVESTMENT EXPENSES $606,492--- 0.4%
Pension plan contributions $374,678--- 0.2%
Conferences, conventions and meetings $317,435--- 0.2%
Insurance $294,531--- 0.2%
All other expenses $260,361--- 0.2%
Travel $128,879--- 0.1%
Fees: accounting $83,975--- 0.1%
Fees: legal $30,923--- 0.0%
Total$155,623,224100%

View the filing

2020 · Form 990 · $131,412,110 spent · pay $19,900,187 · grants $0 · events $248,787
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $82,998,406--- 63.2%
Other salaries and wages $13,222,412--- 10.1%
Other (as described)EXCESS INT CREDITED $5,707,752--- 4.3%
Fees: investment management $5,302,980--- 4.0%
Information technology $4,309,045--- 3.3%
Pay: officers, directors, trustees, key employees $3,915,100--- 3.0%
Office expenses $3,716,724--- 2.8%
Advertising and promotion $2,092,971--- 1.6%
Depreciation and depletion $1,925,788--- 1.5%
Other (as described)BAD DEBT ON LOANS $1,777,666--- 1.4%
Payroll taxes $1,339,848--- 1.0%
Other employee benefits $1,038,192--- 0.8%
Fees: other services $565,814--- 0.4%
Other (as described)INVESTMENT EXPENSES $555,389--- 0.4%
Occupancy $553,658--- 0.4%
All other expenses $477,114--- 0.4%
Interest $445,041--- 0.3%
Other (as described)CHANGE IN RESERVES $397,796--- 0.3%
Pension plan contributions $384,635--- 0.3%
Insurance $255,325--- 0.2%
Conferences, conventions and meetings $248,787--- 0.2%
Fees: legal $75,279--- 0.1%
Fees: accounting $71,710--- 0.1%
Travel $34,678--- 0.0%
Total$131,412,110100%

View the filing

2019 · Form 990 · $133,800,328 spent · pay $14,905,254 · grants $0 · events $235,990
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $84,929,453--- 63.5%
Other salaries and wages $8,779,843--- 6.6%
Other (as described)EXCESS INTEREST CREDITE $6,536,793--- 4.9%
Other (as described)CHANGE IN RESERVES $5,819,058--- 4.3%
Other (as described)INVESTMENT EXPENSE $5,176,562--- 3.9%
Pay: officers, directors, trustees, key employees $3,896,257--- 2.9%
Information technology $3,483,227--- 2.6%
Advertising and promotion $3,004,303--- 2.2%
Office expenses $2,154,118--- 1.6%
Other (as described)BAD DEBT ON LOANS $1,995,504--- 1.5%
Depreciation and depletion $1,781,670--- 1.3%
Fees: other services $1,137,911--- 0.9%
Occupancy $1,113,753--- 0.8%
Other employee benefits $1,002,456--- 0.7%
Payroll taxes $826,585--- 0.6%
All other expenses $816,004--- 0.6%
Pension plan contributions $400,113--- 0.3%
Insurance $245,328--- 0.2%
Conferences, conventions and meetings $235,990--- 0.2%
Interest $154,485--- 0.1%
Fees: legal $136,161--- 0.1%
Fees: accounting $97,099--- 0.1%
Travel $77,655--- 0.1%
Total$133,800,328100%

View the filing

2018 · Form 990 · $129,208,511 spent · pay $11,099,248 · grants $0 · events $162,134
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $78,114,081--- 60.5%
Other (as described)CHANGE IN RESERVES $14,357,286--- 11.1%
Other (as described)OTHER EXPENSES $6,364,523--- 4.9%
Other salaries and wages $5,948,204--- 4.6%
Other (as described)INVESTMENT EXPENSE $5,401,469--- 4.2%
Pay: officers, directors, trustees, key employees $3,795,407--- 2.9%
Information technology $3,146,121--- 2.4%
Advertising and promotion $2,782,510--- 2.2%
Office expenses $1,910,046--- 1.5%
Depreciation and depletion $1,759,537--- 1.4%
Other (as described)BAD DEBT ON LOANS $1,297,306--- 1.0%
Fees: other services $1,050,544--- 0.8%
Occupancy $1,050,481--- 0.8%
Payroll taxes $592,995--- 0.5%
Other employee benefits $479,887--- 0.4%
Pension plan contributions $282,755--- 0.2%
Insurance $215,666--- 0.2%
All other expenses $180,389--- 0.1%
Conferences, conventions and meetings $162,134--- 0.1%
Fees: accounting $95,752--- 0.1%
Travel $88,834--- 0.1%
Fees: legal $74,273--- 0.1%
Interest $58,311--- 0.0%
Total$129,208,511100%

View the filing

2017 · Form 990 · $136,740,386 spent · pay $9,600,090 · grants $0 · events $120,745
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $81,097,917--- 59.3%
Other (as described)CHANGE IN RESERVES $21,288,634--- 15.6%
Other (as described)OTHER EXPENSES $6,913,200--- 5.1%
Other (as described)INVESTMENT EXPENSE $5,948,848--- 4.4%
Other salaries and wages $4,839,983--- 3.5%
Pay: officers, directors, trustees, key employees $3,566,757--- 2.6%
Information technology $2,811,320--- 2.1%
Advertising and promotion $2,094,974--- 1.5%
Depreciation and depletion $1,784,699--- 1.3%
Other (as described)BAD DEBT ON LOANS $1,585,741--- 1.2%
Office expenses $1,496,404--- 1.1%
Occupancy $915,838--- 0.7%
Fees: other services $813,805--- 0.6%
Payroll taxes $505,013--- 0.4%
Other employee benefits $398,763--- 0.3%
Pension plan contributions $289,574--- 0.2%
Insurance $207,773--- 0.2%
Conferences, conventions and meetings $120,745--- 0.1%
Fees: legal $110,153--- 0.1%
Fees: accounting $70,296--- 0.1%
Travel $43,171--- 0.0%
Interest $7,645--- 0.0%
All other expenses -$170,867--- -0.1%
Total$136,740,386100%

View the filing

2016 · Form 990 · $128,387,104 spent · pay $8,769,370 · grants $0 · events $122,715
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $69,999,191--- 54.5%
Other (as described)CHANGE IN RESERVES $29,202,449--- 22.7%
Other (as described)EXCESS INTEREST CREDIT $5,491,648--- 4.3%
Other salaries and wages $4,913,183--- 3.8%
Other (as described)INVESTMENT EXPENSE $3,184,750--- 2.5%
Pay: officers, directors, trustees, key employees $2,717,519--- 2.1%
Information technology $2,642,187--- 2.1%
Other (as described)BAD-DEBT ON LOANS, POLI $1,986,908--- 1.5%
Depreciation and depletion $1,820,076--- 1.4%
Advertising and promotion $1,613,618--- 1.3%
Office expenses $1,463,132--- 1.1%
Occupancy $846,795--- 0.7%
Fees: other services $589,576--- 0.5%
Payroll taxes $462,477--- 0.4%
Other employee benefits $357,596--- 0.3%
Pension plan contributions $318,595--- 0.2%
All other expenses $252,707--- 0.2%
Insurance $205,079--- 0.2%
Conferences, conventions and meetings $122,715--- 0.1%
Fees: accounting $77,576--- 0.1%
Fees: legal $74,239--- 0.1%
Travel $45,088--- 0.0%
Total$128,387,104100%

View the filing

2015 · Form 990 · $120,339,884 spent · pay $8,460,700 · grants $0 · events $138,715
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $68,211,410--- 56.7%
Other (as described)CHANGE IN RESERVES $20,802,301--- 17.3%
Other (as described)EXCESS INTEREST CREDIT $8,026,593--- 6.7%
Other salaries and wages $4,773,386--- 4.0%
Information technology $2,822,337--- 2.3%
Other (as described)INVESTMENT EXPENSE $2,435,969--- 2.0%
Pay: officers, directors, trustees, key employees $2,414,917--- 2.0%
Advertising and promotion $2,360,704--- 2.0%
Depreciation and depletion $2,223,277--- 1.8%
Other (as described)BAD-DEBT ON LOANS, POLI $1,824,534--- 1.5%
All other expenses $1,057,833--- 0.9%
Occupancy $826,327--- 0.7%
Fees: other services $662,005--- 0.6%
Payroll taxes $478,885--- 0.4%
Other employee benefits $470,448--- 0.4%
Pension plan contributions $323,064--- 0.3%
Insurance $187,316--- 0.2%
Conferences, conventions and meetings $138,715--- 0.1%
Fees: legal $117,419--- 0.1%
Fees: accounting $82,810--- 0.1%
Office expenses $58,576--- 0.0%
Travel $41,058--- 0.0%
Total$120,339,884100%

View the filing

2014 · Form 990 · $117,526,362 spent · pay $7,855,623 · grants $0 · events $106,572
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $56,709,314--- 48.3%
Other (as described)CHANGE IN RESERVES $31,698,876--- 27.0%
Other (as described)EXCESS INTEREST CREDIT $7,990,192--- 6.8%
Other salaries and wages $4,724,799--- 4.0%
Information technology $2,503,855--- 2.1%
All other expenses $2,090,254--- 1.8%
Depreciation and depletion $2,020,585--- 1.7%
Other (as described)BAD-DEBT ON LOANS, POLI $1,996,347--- 1.7%
Pay: officers, directors, trustees, key employees $1,922,742--- 1.6%
Other (as described)INVESTMENT EXPENSE $1,647,098--- 1.4%
Advertising and promotion $1,056,547--- 0.9%
Occupancy $787,701--- 0.7%
Fees: other services $566,363--- 0.5%
Payroll taxes $435,072--- 0.4%
Pension plan contributions $411,017--- 0.3%
Other employee benefits $361,993--- 0.3%
Insurance $188,435--- 0.2%
Conferences, conventions and meetings $106,572--- 0.1%
Office expenses $99,024--- 0.1%
Fees: legal $86,907--- 0.1%
Fees: accounting $80,577--- 0.1%
Travel $42,092--- 0.0%
Total$117,526,362100%

View the filing

2013 · Form 990 · $110,334,677 spent · pay $7,635,439 · grants $0 · events $160,435
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $61,536,573--- 55.8%
Other (as described)CHANGE IN RESERVES $18,969,264--- 17.2%
Other (as described)EXCESS INTEREST CREDIT $9,117,760--- 8.3%
Other salaries and wages $3,877,230--- 3.5%
Information technology $2,726,324--- 2.5%
Pay: disqualified persons $2,407,837--- 2.2%
Other (as described)INVESTMENT EXPENSE $2,140,843--- 1.9%
Depreciation and depletion $1,842,512--- 1.7%
Advertising and promotion $1,681,490--- 1.5%
Other (as described)BAD-DEBT ON LOANS, POLI $1,665,708--- 1.5%
All other expenses $1,400,662--- 1.3%
Occupancy $712,815--- 0.6%
Other employee benefits $645,807--- 0.6%
Payroll taxes $352,622--- 0.3%
Pension plan contributions $351,943--- 0.3%
Fees: legal $202,159--- 0.2%
Insurance $186,879--- 0.2%
Fees: other services $184,370--- 0.2%
Conferences, conventions and meetings $160,435--- 0.1%
Office expenses $70,363--- 0.1%
Fees: accounting $53,271--- 0.0%
Travel $47,810--- 0.0%
Total$110,334,677100%

View the filing

2012 · Form 990 · $100,882,636 spent · pay $6,311,287 · grants $0 · events $181,840
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $51,879,813--- 51.4%
Other (as described)CHANGE IN RESERVES $20,918,342--- 20.7%
Other (as described)EXCESS INTEREST CREDIT $8,661,215--- 8.6%
Other salaries and wages $3,249,996--- 3.2%
Other (as described)INVESTMENT EXPENSE $3,027,744--- 3.0%
Information technology $2,390,995--- 2.4%
Other (as described)BAD-DEBT ON LOANS, POLI $1,744,037--- 1.7%
Pay: officers, directors, trustees, key employees $1,738,703--- 1.7%
Depreciation and depletion $1,526,184--- 1.5%
Advertising and promotion $1,387,223--- 1.4%
All other expenses $1,242,245--- 1.2%
Other employee benefits $621,181--- 0.6%
Occupancy $577,588--- 0.6%
Fees: legal $405,968--- 0.4%
Pension plan contributions $357,198--- 0.4%
Payroll taxes $344,209--- 0.3%
Fees: accounting $182,215--- 0.2%
Conferences, conventions and meetings $181,840--- 0.2%
Fees: other services $171,266--- 0.2%
Insurance $167,156--- 0.2%
Office expenses $96,784--- 0.1%
Travel $10,734--- 0.0%
Total$100,882,636100%

View the filing

2011 · Form 990 · $98,443,832 spent · pay $6,040,161 · grants $0 · events $109,487
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $57,801,666$57,801,666-- 58.7%
Other (as described)RESERVES FUNDING LIFE POLICIES $13,949,495$13,949,495-- 14.2%
Other (as described)RESV FUNDING INTEREST CREDITED $9,388,640$9,388,640-- 9.5%
All other expenses $3,848,346$2,756,597$1,091,749- 3.9%
Other salaries and wages $3,476,851$2,468,564$1,008,287- 3.5%
Advertising and promotion $1,886,403$1,413,979$472,424- 1.9%
Information technology $1,849,577$1,313,200$536,377- 1.9%
Pay: officers, directors, trustees, key employees $1,477,005$943,497$533,508$0 1.5%
Fees: investment management $1,290,628$1,290,628-- 1.3%
Occupancy $534,542$379,525$155,017- 0.5%
Other (as described)RESERVES FUNDING ANNUITIES $515,134$515,134-- 0.5%
Other employee benefits $438,351$311,229$127,122- 0.4%
Pension plan contributions $334,787$237,699$97,088- 0.3%
Payroll taxes $313,167$222,349$90,818- 0.3%
Office expenses $249,255$189,257$59,998- 0.3%
Depreciation and depletion $235,716$167,358$68,358- 0.2%
Other (as described)MEDICAL ADVISORS, UNDERWRITING $228,620$228,620-- 0.2%
Fees: legal $187,388$46,847$140,541- 0.2%
Fees: accounting $172,597-$172,597- 0.2%
Conferences, conventions and meetings $109,487$109,487-- 0.1%
Fees: other services $99,672$99,672-- 0.1%
Insurance $37,112$37,112-- 0.0%
Travel $19,393-$19,393- 0.0%
Total$98,443,832100%

View the filing

2010 · Form 990 · $89,232,808 spent · pay $4,273,578 · grants $0 · events $97,946
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $55,226,964$55,226,964-- 61.9%
Other (as described)INSURANCE EXP - LIFE POLICY $20,048,038$20,048,038-- 22.5%
Other (as described)EXCESS INTEREST CREDITED $8,926,296$8,926,296-- 10.0%
All other expenses $2,532,607$1,829,768$702,839- 2.8%
Other salaries and wages $2,513,322$1,793,085$720,237- 2.8%
Fees: investment management $2,158,578$2,158,578-- 2.4%
Advertising and promotion $1,485,478$1,133,744$351,734- 1.7%
Information technology $1,290,114$920,409$369,705- 1.4%
Pay: officers, directors, trustees, key employees $881,520$490,124$391,396- 1.0%
Other employee benefits $361,959$258,233$103,726- 0.4%
Other (as described)INSURANCE EXP - ANNUITIES $322,353$322,353-- 0.4%
Pension plan contributions $294,730$210,270$84,460- 0.3%
Occupancy $268,236$191,368$76,868- 0.3%
Other (as described)MEDICAL ADVISORS, UNDERWRITING $258,645$258,645-- 0.3%
Payroll taxes $222,047$158,415$63,632- 0.2%
Fees: other services $193,483$193,483-- 0.2%
Office expenses $167,291$127,120$40,171- 0.2%
Fees: accounting $163,507-$163,507- 0.2%
Conferences, conventions and meetings $97,946$97,946-- 0.1%
Fees: legal $92,128$23,032$69,096- 0.1%
Depreciation and depletion $44,840$31,990$12,850- 0.1%
Insurance $25,528$25,528-- 0.0%
Travel $4,035-$4,035- 0.0%
Other (as described)INSURANCE EXPENSE-WAR RESERVE -$8,346,837-$8,346,837-- -9.4%
Total$89,232,808100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

Trademarks

13 US trademarks, 13 live.

MarkSerialFiledStatusSource
ARMED FORCES MUTUAL990663602025-03-04Pending applicationTRTDXFAP, file of 2026-10-21
ARMED FORCES MUTUAL990663502025-03-04Pending applicationTRTDXFAP, file of 2026-10-21
ARMED FORCES MUTUAL990663432025-03-04RegisteredTRTDXFAP, file of 2026-08-05
ARMED FORCES MUTUAL990663372025-03-04Pending applicationTRTDXFAP, file of 2026-10-21
ARMED FORCES MUTUAL990663282025-03-04RegisteredTRTDXFAP, file of 2026-01-29
BEYONDBASIC973884822022-04-29RegisteredTRCFECO2, file of 2024-03-27
AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION EST. 1879 COMPASSION TRUST PROTECTION886194552019-09-17RegisteredTRTDXFAP, file of 2026-07-30
ANNUITYLIFE873545652017-03-01RegisteredTRCFECO2, file of 2024-03-27
SPOUSELINK857668622012-10-30Registered and renewedTRCFECO2, file of 2024-03-27
(design)856437032012-06-05Registered and renewedTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
Plan sponsorAMERICAN ARMED FORCES MUTUAL AID ASSOCIATIONVAForm 5500 (employee benefit plans)EIN (EXACT)

Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.

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