Form 990 for tax year 2022
Filed by MILITARY OFFICERS ASSOCIATION OF AMERICA.
Totals
- Total revenue
- $18,928,453
- Total expenses
- $24,825,051
- Contributions and grants received
- $384
- Grants paid
- $1,111,528
- Program service revenue
- $10,256,344
- Investment income
- $2,206,291
- Other revenue
- $6,465,434
- Total assets, end of year
- $161,728,762
- Total liabilities, end of year
- $67,700,039
- Net assets or fund balances, end of year
- $94,028,723
- 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.
-
1f · All other contributions, gifts and grants
$384
-
2a · Program service revenue: REGULAR & LIFE MEMBER DUES
total $8,504,985 · related or exempt $8,504,985
-
2b · Program service revenue: ADVERTISING REVENUE
total $1,704,734 · unrelated business $1,704,734
-
2c · Program service revenue: TRANSITION SERVICES
total $46,625 · related or exempt $46,625
-
3 · Investment income
total $2,842,877 · excluded $2,842,877
-
5 · Royalties
total $6,380,444 · excluded $6,380,444
-
7a · Gross sales of assets other than inventory
securities $25,683,049
-
7b · Less cost or other basis and sales expenses
securities $26,319,635
-
7c · Gain or loss
securities -$636,586
-
7d · Net gain or loss
total -$636,586 · excluded -$636,586
-
11d · All other revenue
total $84,990 · excluded $84,990
-
11e · Other revenue, total
$84,990
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,111,528
-
5 · Compensation of officers, directors and key employees
total $1,632,577
-
7 · Other salaries and wages
total $7,773,207
-
8 · Pension plan contributions
total $881,033
-
9 · Other employee benefits
total $600,678
-
10 · Payroll taxes
total $660,366
-
11b · Fees: legal
total $17,312
-
11c · Fees: accounting
total $96,224
-
11f · Fees: investment management
total $309,210
-
11g · Fees: other
total $3,073,618
-
12 · Advertising and promotion
total $721,620
-
13 · Office expenses
total $2,916,070
-
16 · Occupancy
total $159,260
-
17 · Travel
total $693,756
-
20 · Interest
total $107,265
-
22 · Depreciation, depletion and amortization
total $448,818
-
24a · Other expenses: FUNDING LIFE MEMBER DEF
total $3,300,000
-
24b · Other expenses: COMMUNICATIONS
total $227,693
-
24c · Other expenses: TAXES
total $94,816
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $982,270 · end of year $883,717
-
2 · Savings and temporary cash investments
beginning of year $1,014,597 · end of year $1,458,471
-
4 · Accounts receivable
beginning of year $1,105,855 · end of year $1,391,687
-
8 · Inventories for sale or use
beginning of year $117,199 · end of year $93,829
-
9 · Prepaid expenses and deferred charges
beginning of year $427,730 · end of year $772,531
-
10a · Land, buildings and equipment: cost or other basis
$19,012,961
-
10b · Land, buildings and equipment: accumulated depreciation
$6,849,892
-
10c · Land, buildings and equipment, net
beginning of year $11,469,515 · end of year $12,163,069
-
11 · Investments: publicly traded securities
beginning of year $145,980,671 · end of year $115,750,753
-
12 · Investments: other securities
beginning of year $21,871,273 · end of year $28,226,733
-
15 · Other assets
beginning of year $1,561,528 · end of year $987,972
-
17 · Accounts payable and accrued expenses
beginning of year $2,315,901 · end of year $1,962,129
-
19 · Deferred revenue
beginning of year $62,054,662 · end of year $60,315,786
-
23 · Secured mortgages and notes payable
beginning of year $420,780 · end of year $296,902
-
24 · Unsecured notes and loans payable
beginning of year $1,503,065 · end of year $3,110,703
-
25 · Other liabilities
beginning of year $1,981,762 · end of year $2,014,519
-
27 · Net assets without donor restrictions
beginning of year $116,254,468 · end of year $94,028,723
Mission and programs · 2022
Mission
PRESERVE AND PROTECT EARNED BENEFITS FOR OUR UNIFORMED SERVICES, VETERANS, THEIR FAMILIES, AND SURVIVING SPOUSES THROUGH ADVOCACY, LEADERSHIP, EDUCATION AND SERVICE. PROVIDE FIRST-CLASS SERVICE TO OUR MEMBERS. WE ARE THE LEADING VOICE ON COMPENSATION & BENEFIT MATTERS FOR ALL MEMBERS OF THE UNIFORMED SERVICES (REFERRED TO AS THE MILITARY COMMUNITY). WE PROVIDE EDUCATION AND ADVICE TO OUR MEMBERS.
Activities or mission (Part I)
TO PRESERVE AND PROTECT EARNED BENEFITS FOR OUR UNIFORMED SERVICES, VETERANS, THEIR FAMILIES, AND SURVIVING SPOUSES THROUGH ADVOCACY, LEADERSHIP, EDUCATION, AND SERVICE.
-
PROTECTION OF BENEFITS AND DELIVERY OF INFORMATION TO THE MILITARY COMMUNITY:MILITARY OFFICERS ASSOCIATION OF AMERICA (MOAA) PROVIDES TECHNICAL ADVICE AND ASSISTANCE TO MEMBERS, THEIR FAMILIES, AND THE BROADER MILITARY COMMUNITY ON MATTERS RELATING TO MILITARY RETIREMENT, MEDICAL BENEFITS AND PRIVILEGES, CAREER TRANSITION AND PROFESSIONAL DEVELOPMENT SUPPORT, ACCESSING VETERANS BENEFITS, AND REPRESENTING THE INTERESTS OF THE MILITARY COMMUNITY BEFORE CONGRESS AND THE EXECUTIVE BRANCH. VIRTUAL AND LIVE ENGAGEMENT PROGRAMS INCLUDED APPROXIMATELY 75 FACILITATIONS ON MILITARY INSTALLATIONS, ASSISTING MORE THAN 27,000 MILITARY MEMBERS, VETERANS, AND THEIR FAMILIES, AND PROVIDING UPDATES ON EARNED BENEFITS TO NEARLY 2,000 MILITARY RETIREES NATIONWIDE.
-
CHAPTER SUPPORT:THE ORGANIZATION PROVIDES SUPPORT TO NEARLY 400 INDEPENDENTLY ORGANIZED AND LOCALLY CONTROLLED CHAPTERS AND STATE COUNCILS WORLDWIDE. THIS SUPPORT INVOLVES CHARTERING, PROVIDING ORGANIZATIONAL AND ADMINISTRATIVE GUIDANCE, AND EXECUTING LIVE AND VIRTUAL VISITS WITH APPROXIMATELY 140 OF THESE CHAPTERS ANNUALLY. THESE VISITS ARE TO EDUCATE AND INFORM MEMBERS ON THE LEGISLATIVE ADVOCACY EFFORTS OF THE NATIONAL ORGANIZATION, PROVIDE ADVICE AND ASSISTANCE RELATED TO EARNED MILITARY SERVICE BENEFITS AND PRIVILEGES, AND ASSIST WITH STATE-LEVEL LEGISLATIVE ADVOCACY EFFORTS TO RECOGNIZE THE UNIQUE SACRIFICES MADE BY MILITARY AND VETERAN FAMILIES.
-
CAREER TRANSITION SERVICES:MOAA PROVIDES ASSISTANCE AND INFORMATION TO MEMBERS, THEIR SPOUSES AND THE BROADER UNIFORMED SERVICES AND SURVIVING SPOUSE COMMUNITY IN MATTERS RELATING TO CAREER TRANSITION SERVICES AND FINANCIAL AND BENEFITS EDUCATION PROGRAMS. THIS INCLUDES RESUME ADVICE, CAREER COUNSELING, JOB LISTINGS, AND SELF-MARKETING ASSISTANCE ON EMPLOYMENT OPPORTUNITIES WITH VETERAN-FRIENDLY COMPANIES AND FINANCIAL AND BENEFITS CONSULTATIONS TO SUPPORT THEM AT WHATEVER THEIR STAGE IN LIFE. MOAA PARTICIPATES IN DEPARTMENT OF DEFENSE TRANSITION ASSISTANCE PROGRAM BRIEFINGS AND RETIREE APPRECIATION DAY EVENTS LIVE AND VIRTUALLY ACROSS THE COUNTRY... CONTINUE ON SCHEDULE OIN ADDITION, MOAA CONDUCTS EDUCATIONAL WEBINAR EVENTS AND AT LEAST SIX LIVE AND VIRTUAL CAREER FAIRS EACH YEAR, ALL OF WHICH ARE OPEN TO THE ENTIRE MILITARY AND VETERAN COMMUNITY.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
GEN GARY L NORTH
CHAIR - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
WALTER L SHARP
CHAIR - THROUGH OCT 2022
- Total calculated
- $57,240
- From this org
- $57,240
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
CHARLES W ANDERSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JOHNATHAN W BAILEY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN A BEDARD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SAMUEL J T BOONE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD A BUCHANAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MYLES B CAGGINS III
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
RONALD J CLARK
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
STEPHANIE E DAWSON
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT D DEITCHMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES G FOGGO
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
ELMER F GREEN JR
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
NANCY A HANN
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
MARVIN H HEINZE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL W HEWITT
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LELIA P JACKSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
THEODORE J JANOSKO
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BRADLEY S JEWITT
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
VIRGINIA GAIL JOYCE
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
THOMAS J JURKOWSKY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE E KASOLD
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PETER K KLOEBER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SHARRON A MACKEY
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
LUCRETIA M MCCLENNEY
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
FRED M MIDGETTE
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
JAMES C MURPHY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN W OLIVER JR
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
MARCANTONIO J OLIVERI
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT P PALMER
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
ARIC J RAUS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
STEVAN B RICHARDS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ROJAN J ROBOTHAM
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
WG BUD SCHNEEWEIS
MEMBER - STARTING OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
DONALD F THOMPSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN G THORP
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS D WALDHAUSER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT E DAY JR
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
JERI I GRAHAM
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
ALLISON A HICKEY
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
MATTHEW W KUSKIE
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
MARY J MAYER
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
C ANDREW MCCAWLEY
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
JOHN F REGNI
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
ERNEST E ROBINSON
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
WALTER J SMILEY JR
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
PETER N TROEDSSON
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
GARRY R WHITE
MEMBER - THROUGH OCT 2022
- Total calculated
- $0
- Hours/week
- 1
-
DANA T ATKINS
PRESIDENT & CEO
- Total calculated
- $531,345
- From this org
- $482,323
- From related orgs
- $0
- Other
- $49,022
- Hours/week
- 33 + 2 related
Schedule J breakdown matched by us
- Base
- $364,853
- Bonus
- $103,328
- Other
- $14,142
- Deferred
- $48,875
- Nontaxable benefits
- $147
- Filer's total
- $531,345
-
JAMES O'BRIEN
CHIEF OPERATING OFFICER
- Total calculated
- $387,591
- From this org
- $334,349
- From related orgs
- $0
- Other
- $53,242
- Hours/week
- 32 + 3 related
Schedule J breakdown matched by us
- Base
- $269,912
- Bonus
- $58,826
- Other
- $5,611
- Deferred
- $49,440
- Nontaxable benefits
- $3,802
- Filer's total
- $387,591
-
REGINA D CHAVIS
VICE PRESIDENT & CFO
- Total calculated
- $356,368
- From this org
- $305,936
- From related orgs
- $0
- Other
- $50,432
- Hours/week
- 32 + 3 related
Schedule J breakdown matched by us
- Base
- $239,930
- Bonus
- $59,391
- Other
- $6,615
- Deferred
- $48,583
- Nontaxable benefits
- $1,849
- Filer's total
- $356,368
-
JOSEPH G LYNCH
SECRETARY
- Total calculated
- $357,274
- From this org
- $310,966
- From related orgs
- $0
- Other
- $46,308
- Hours/week
- 32 + 3 related
Schedule J breakdown matched by us
- Base
- $253,473
- Bonus
- $50,291
- Other
- $7,202
- Deferred
- $44,450
- Nontaxable benefits
- $1,858
- Filer's total
- $357,274
-
ALAN R ENGLISH
VP COMMUNICATIONS
- Total calculated
- $280,592
- From this org
- $225,387
- From related orgs
- $0
- Other
- $55,205
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $201,593
- Bonus
- $21,919
- Other
- $1,875
- Deferred
- $38,381
- Nontaxable benefits
- $16,824
- Filer's total
- $280,592
-
DANIEL F MERRY
VP GOVERNMENT RELATIONS
- Total calculated
- $254,195
- From this org
- $213,239
- From related orgs
- $0
- Other
- $40,956
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $187,517
- Bonus
- $19,247
- Other
- $6,475
- Deferred
- $35,279
- Nontaxable benefits
- $5,677
- Filer's total
- $254,195
-
JAMES A CARMAN
VP TRANSITION AND MEMBER
- Total calculated
- $237,362
- From this org
- $200,222
- From related orgs
- $0
- Other
- $37,140
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $164,771
- Bonus
- $24,373
- Other
- $11,078
- Deferred
- $32,552
- Nontaxable benefits
- $4,588
- Filer's total
- $237,362
-
AMANDA A CENTERS
VP DEVELOPMENT
- Total calculated
- $235,139
- From this org
- $190,509
- From related orgs
- $0
- Other
- $44,630
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $169,769
- Bonus
- $20,365
- Other
- $375
- Deferred
- $32,496
- Nontaxable benefits
- $12,134
- Filer's total
- $235,139
-
KATHERINE E PARTAIN
VP, MEMBERSHIP & MARKETING
- Total calculated
- $226,571
- From this org
- $179,368
- From related orgs
- $0
- Other
- $47,203
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $159,817
- Bonus
- $18,711
- Other
- $840
- Deferred
- $31,634
- Nontaxable benefits
- $15,569
- Filer's total
- $226,571
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
- 1a · Travel for companions
- 1a · Tax indemnification and gross-up payments
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 1A
- MOAA REIMBURSE THE CEO GEN. DANA ATKINS FOR HIS SPOUSE TO TRAVEL WITH HIM AND THE PORTION FOR SPOUSE'S TRAVEL IS CONSIDERED TAXABLE BENEFIT AND THUS GEN. ATKINS RECEIVED A GROSS-UP PAYMENT. MOAA ALSO REIMBURSED GEN. ATKINS FOR HIS ARMY NAVY CLUB DUES.
- PART I, LINE 4B:
- IN 2022, FOLLOWING OFFICERS PARTICIPATED IN 457(B) DEFERRED CONTRIBUTION: DANA T ATKINS - $20,280 REGINA D CHAVIS - $20,500 JAMES O'BRIEN - $20,500
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
-
$1,111,528
CHARITIBLE WORK IN COMMUNITY AND COVID-19 RELIEF
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.
-
MILITARY OFFICERS ASSOCIATION OF AMERICA SCHOLARSHIP FUND
501(C)(3) · EDUCATIONAL ASSISTANCE · VA · controlled entity
Directly controlled by MILITARY OFFICERS ASSOCIATION OF AMERICA
-
501(C)(3) · EDUCATION · VA · controlled entity
Directly controlled by MILITARY OFFICERS ASSOCIATION OF AMERICA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311319349305371
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