Form 990 for tax year 2022
Filed by AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION.
Totals
- Total revenue
- $535,178,658
- Total expenses
- $546,378,975
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $534,599,992
- Investment income
- $558,666
- Other revenue
- $20,000
- Total assets, end of year
- $180,458,439
- Total liabilities, end of year
- $67,448,103
- Net assets or fund balances, end of year
- $113,010,336
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: CLAIMS & ADMIN EXP REIMBURSEMENT
total $531,729,281 · related or exempt $531,729,281
-
2b · Program service revenue: MEMBER PREMIUM
total $2,870,711 · related or exempt $2,870,711
-
3 · Investment income
total $242,986 · excluded $242,986
-
7a · Gross sales of assets other than inventory
securities $1,660,893
-
7b · Less cost or other basis and sales expenses
securities $1,343,963 · other assets $1,250
-
7c · Gain or loss
securities $316,930 · other assets -$1,250
-
7d · Net gain or loss
total $315,680 · excluded $315,680
-
11a · Other revenue: REIMBURSEMENTS
total $20,000 · excluded $20,000
-
11e · Other revenue, total
$20,000
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $503,756,270
-
5 · Compensation of officers, directors and key employees
total $1,297,240
-
7 · Other salaries and wages
total $17,942,310
-
8 · Pension plan contributions
total -$113,454
-
9 · Other employee benefits
total $4,215,658
-
10 · Payroll taxes
total $536,397
-
11b · Fees: legal
total $57,346
-
11c · Fees: accounting
total $160,115
-
11f · Fees: investment management
total $85,403
-
11g · Fees: other
total $6,595,185
-
12 · Advertising and promotion
total $323,585
-
13 · Office expenses
total $1,232,104
-
14 · Information technology
total $4,632,897
-
16 · Occupancy
total $1,328,841
-
17 · Travel
total $215,745
-
19 · Conferences, conventions and meetings
total $9,622
-
22 · Depreciation, depletion and amortization
total $282,196
-
23 · Insurance
total $299,716
-
24a · Other expenses: FEHBP SERVICE CHARGE
total $2,111,969
-
24b · Other expenses: PROFESSIONAL DEVELOPMEN
total $123,157
-
24c · Other expenses: TAXES & FEES
total $62,459
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $24,974
-
24e · All other expenses
total $1,199,240
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $680 · end of year $2,320
-
2 · Savings and temporary cash investments
beginning of year -$2,942,615 · end of year -$3,705,223
-
4 · Accounts receivable
beginning of year $51,219,438 · end of year $41,656,373
-
9 · Prepaid expenses and deferred charges
beginning of year $530,357 · end of year $416,657
-
10a · Land, buildings and equipment: cost or other basis
$2,678,309
-
10b · Land, buildings and equipment: accumulated depreciation
$2,024,086
-
10c · Land, buildings and equipment, net
beginning of year $872,666 · end of year $654,223
-
11 · Investments: publicly traded securities
beginning of year $10,521,301 · end of year $9,241,856
-
15 · Other assets
beginning of year $84,007,145 · end of year $132,192,233
-
17 · Accounts payable and accrued expenses
beginning of year $6,706,139 · end of year $8,475,439
-
19 · Deferred revenue
beginning of year $164,310 · end of year $842,546
-
25 · Other liabilities
beginning of year $49,382,212 · end of year $58,130,118
-
27 · Net assets without donor restrictions
beginning of year $87,956,311 · end of year $113,010,336
Mission and programs · 2022
Mission
AFSPA'S MISSION IS TO PROVIDE UNPARALLELED SERVICE THAT OUR UNIQUE, WORLDWIDE MEMBERSHIP REQUIRES, AFSPA MANAGES A COMPREHENSIVE SET OF HEALTH INSURANCE BENEFITS AND RELATED PROGRAMS PROMOTING THE WELFARE OF OUR MEMBERS WHO SUPPORT U.S. FOREIGN AFFAIRS AND RELATED MISSIONS.
-
AFSPA PROVIDES INSURANCE BENEFITS TO ITS MEMBERS. THE TOP THREE INSURANCE PROGRAMS ARE HEALTH, DENTAL AND LONG TERM CARE INSURANCE.
As filed on the 2022 return.
Listed in Part VII
-
Paula S JakubPAULA S JAKUB
CHIEF EXECUTIVE OFFICER
- Total calculated
- $396,556
- From this org
- $366,901
- From related orgs
- $0
- Other
- $29,655
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $366,901
- Bonus
- $0
- Other
- $0
- Deferred
- $23,096
- Nontaxable benefits
- $6,559
- Filer's total
- $396,556
-
Kyle LongtonKYLE LONGTON
CHIEF OPERATING OFFICER
- Total calculated
- $260,557
- From this org
- $236,165
- From related orgs
- $0
- Other
- $24,392
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $235,665
- Bonus
- $500
- Other
- $0
- Deferred
- $14,592
- Nontaxable benefits
- $9,800
- Filer's total
- $260,557
-
Robin LehmanROBIN LEHMAN
SENIOR DIRECTOR, ACCOUNTING
- Total calculated
- $227,982
- From this org
- $196,983
- From related orgs
- $0
- Other
- $30,999
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $187,233
- Bonus
- $9,750
- Other
- $0
- Deferred
- $12,051
- Nontaxable benefits
- $18,948
- Filer's total
- $227,982
-
Antione SmithANTIONE SMITH
SENIOR DIRECTOR, HR
- Total calculated
- $220,741
- From this org
- $190,330
- From related orgs
- $0
- Other
- $30,411
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $180,580
- Bonus
- $9,750
- Other
- $0
- Deferred
- $11,679
- Nontaxable benefits
- $18,732
- Filer's total
- $220,741
-
James LeeJAMES LEE
SENIOR DIRECTOR, HEALTH OPS
- Total calculated
- $191,464
- From this org
- $179,615
- From related orgs
- $0
- Other
- $11,849
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $170,005
- Bonus
- $9,610
- Other
- $0
- Deferred
- $6,895
- Nontaxable benefits
- $4,954
- Filer's total
- $191,464
-
Stefon NicelySTEFON NICELY
SENIOR DIRECTOR, COMPLIANCE
- Total calculated
- $190,431
- From this org
- $161,689
- From related orgs
- $0
- Other
- $28,742
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $145,839
- Bonus
- $15,850
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $28,742
- Filer's total
- $190,431
-
Adrienne Coleman-SeabrooksADRIENNE COLEMAN-SEABROOKS
ANCILLIARY PROGRAMS DIRECTOR
- Total calculated
- $189,847
- From this org
- $137,101
- From related orgs
- $0
- Other
- $52,746
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $127,851
- Bonus
- $9,250
- Other
- $0
- Deferred
- $8,640
- Nontaxable benefits
- $44,106
- Filer's total
- $189,847
-
Twanisha JohnsonTWANISHA JOHNSON
SENIOR DIRECTOR, OPERATIONS
- Total calculated
- $154,068
- From this org
- $142,502
- From related orgs
- $0
- Other
- $11,566
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $133,202
- Bonus
- $9,300
- Other
- $0
- Deferred
- $8,716
- Nontaxable benefits
- $2,850
- Filer's total
- $154,068
-
Kathy YeldellKATHY YELDELL
DIRECTOR MEMBER SERVICES
- Total calculated
- $152,793
- From this org
- $129,835
- From related orgs
- $0
- Other
- $22,958
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $123,135
- Bonus
- $6,700
- Other
- $0
- Deferred
- $7,930
- Nontaxable benefits
- $15,028
- Filer's total
- $152,793
-
Chinara LucasCHINARA LUCAS
DIRECTOR, OUTREACH & COMMUNICATION
- Total calculated
- $143,374
- From this org
- $121,900
- From related orgs
- $0
- Other
- $21,474
- Hours/week
- 35
-
Thomas M TracyTHOMAS M TRACY
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Richard J ShinnickRICHARD J SHINNICK
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Sarah R HorseySARAH R HORSEY
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen Austin-FergusonKATHLEEN AUSTIN-FERGUSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joyce BarrJOYCE BARR
DIRECTOR (FROM JAN '22)
- Total calculated
- $0
- Hours/week
- 1
-
Frank J Coulter JrFRANK J COULTER JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles McCarterCHARLES MCCARTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey MountsJEFFREY MOUNTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles H RosenfarbCHARLES H ROSENFARB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James D WhittenJAMES D WHITTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SENIOR LIVING FOUNDATION OF THE AFS
501(C)3 · PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL · DC
Directly controlled by AMERICAN FOREIGN SERVICE PROTECTIVE ASSOC
-
UNITED STATES FEDERAL GOVERNMENT VEBA CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 28 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302719349302115
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