Civic Intelligence

Navy Mutual Aid Association

990 • Fiscal year 2016 • EIN 53-0116720

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

29 Carpenter Rd - Henderson HallArlington, VA 22212

(800) 628-6011

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.91x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

10.79x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Net Margin

50th percentile

6.6%

Higher net margin than 50% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Top Officer Pay

28th percentile

$734,167

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2016 filings • $1B+ nonprofits • Source year 2016

Asset Growth

40th percentile

2.7%

Faster asset growth than 40% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-9.8%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,003,952,104

Up $78,337,910 (+2.7%) from 2015

Net Assets

Up

$282,420,606

Up $16,918,005 (+6.4%) from 2015

Liabilities

Up

$2,721,531,498

Up $61,419,905 (+2.3%) from 2015

Revenue

Down

$252,271,084

Down $27,446,001 (-9.8%) from 2015

Expenses

Down

$235,593,661

Down $5,404,579 (-2.2%) from 2015

Net Income

Down

$16,677,423

Down $22,041,422 (-57%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0B$3.0B$2.0B$1.0B$0Assets 2010: $2,571,859,432Liabilities 2010: $2,380,534,008Net Assets 2010: $191,325,4242010Assets 2011: $2,681,325,206Liabilities 2011: $2,481,988,060Net Assets 2011: $199,337,1462011Assets 2012: $2,696,874,214Liabilities 2012: $2,501,698,663Net Assets 2012: $195,175,5512012Assets 2013: $2,779,441,493Liabilities 2013: $2,548,838,990Net Assets 2013: $230,602,5032013Assets 2014: $2,848,318,132Liabilities 2014: $2,596,577,484Net Assets 2014: $251,740,6482014Assets 2015: $2,925,614,194Liabilities 2015: $2,660,111,593Net Assets 2015: $265,502,6012015Assets 2016: $3,003,952,104Liabilities 2016: $2,721,531,498Net Assets 2016: $282,420,6062016Assets 2017: $3,076,919,282Liabilities 2017: $2,772,713,522Net Assets 2017: $304,205,7602017Assets 2018: $3,124,123,706Liabilities 2018: $2,817,302,355Net Assets 2018: $306,821,3512018Assets 2019: $3,184,755,036Liabilities 2019: $2,867,481,151Net Assets 2019: $317,273,8852019Assets 2020: $3,244,413,996Liabilities 2020: $2,919,784,704Net Assets 2020: $324,629,2922020Assets 2021: $3,268,377,418Liabilities 2021: $2,919,241,221Net Assets 2021: $349,136,1972021Assets 2022: $3,300,429,651Liabilities 2022: $2,955,396,883Net Assets 2022: $345,032,7682022Assets 2023: $3,312,205,022Liabilities 2023: $3,000,681,256Net Assets 2023: $311,523,7662023Assets 2024: $3,341,207,802Liabilities 2024: $3,025,740,793Net Assets 2024: $315,467,0092024

Highlighted filing

2016

Assets$3,003,952,104
Liabilities$2,721,531,498
Net Assets$282,420,606

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$300M$200M$100M$0-$100MExpenses 2010: $234,054,9972010Expenses 2011: $244,665,3132011Revenue 2012: $243,294,039Expenses 2012: $219,125,939Net Income 2012: $24,168,1002012Revenue 2013: $253,112,277Expenses 2013: $223,023,690Net Income 2013: $30,088,5872013Revenue 2014: $250,613,872Expenses 2014: $240,673,242Net Income 2014: $9,940,6302014Revenue 2015: $279,717,085Expenses 2015: $240,998,240Net Income 2015: $38,718,8452015Revenue 2016: $252,271,084Expenses 2016: $235,593,661Net Income 2016: $16,677,4232016Revenue 2017: $259,115,626Expenses 2017: $248,728,952Net Income 2017: $10,386,6742017Revenue 2018: $250,230,031Expenses 2018: $248,840,732Net Income 2018: $1,389,2992018Revenue 2019: $255,614,699Expenses 2019: $248,600,100Net Income 2019: $7,014,5992019Revenue 2020: $255,120,080Expenses 2020: $249,394,879Net Income 2020: $5,725,2012020Revenue 2021: $252,544,818Expenses 2021: $241,942,435Net Income 2021: $10,602,3832021Revenue 2022: $302,645,360Expenses 2022: $298,110,759Net Income 2022: $4,534,6012022Revenue 2023: $311,762,010Expenses 2023: $317,606,151Net Income 2023: -$5,844,1412023Revenue 2024: $284,879,145Expenses 2024: $280,136,104Net Income 2024: $4,743,0412024

Highlighted filing

2016

Revenue$252,271,084
Expenses$235,593,661
Net Income$16,677,423
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$484,586,602
Mission and Program Overview

Mission

And form 990, part iii, line 1:to provide members of the navy, marines, coast guard, national oceanic and atmospheric administration, public health service, and honorably discharged veterans (collectively the "sea services") life insurance at as near the actual net cost as possible; assist sea service members and their families in securing federal benefits to which they may be legally entitled; and educate sea service members and their families on matters of financial security.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,929,809,191$1,972,433,631▲ $42,624,440
Investments Other Securities$746,606,818$777,135,860▲ $30,529,042
Other Notes and Loans Receivable, Net$167,176,760$168,585,637▲ $1,408,877
Savings and Temporary Cash Investments$50,597,621$54,151,258▲ $3,553,637
Land, Buildings, and Equipment, Net$494,696$425,263▼ $69,433
Accounts Receivable$4$67,504▲ $67,500
Total Assets$2,925,614,194$3,003,952,104▲ $78,337,910
Other Assets Total$30,929,104$31,152,951▲ $223,847
Liabilities
Other Liabilities$2,627,510,378$2,683,138,568▲ $55,628,190
Accounts Payable and Accrued Expenses$31,424,059$37,236,797▲ $5,812,738
Deferred Revenue$1,163,877$1,135,974▼ $27,903
Escrow Account Liability$13,279$20,159▲ $6,880
Total Liabilities$2,660,111,593$2,721,531,498▲ $61,419,905
Net Assets / Fund Balance
Unrestricted Net Assets$265,502,601$282,420,606▲ $16,918,005
Total Net Assets Fund Balance$265,502,601$282,420,606▲ $16,918,005
Total Liabilities and Net Assets / Fund Balance$2,925,614,194$3,003,952,104▲ $78,337,910

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$425,263$484,043$909,306
Other Securities$8,113,630--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce EngelhardtPresidentFT$353,760$380,407$734,167
David FridellChief Financial OfficerFT$254,628$264,158$518,786
Jack McveighVP Marketing & SalesFT$66,441$434,115$500,556
Stephen PietropaoliChief Operationg OfficerFT$198,448$216,832$415,280
Lauren BloomGeneral Counsel & VP Government AffairsFT$271,733$111,884$383,617
Lauren BloomGeneral Counsel & VP Government Affa-$198,733$184,884$383,617
Michelle BrickweddeVP Human ResourcesFT$223,123$115,918$339,041
Sangeeta JacobVP OperationsFT$174,612$161,982$336,594
Miranda DedjaDirector, Administration & FacilitiesFT$233,413$95,810$329,223
Miranda DedjaDirector, Administration & Facilitie-$131,413$197,810$329,223
Robert HoltDirector of SalesFT$198,168$86,591$284,759
Jamie MalteseVP InvestementsFT$160,201$121,828$282,029
Dave BraggVP Information TechnologyFT$142,920$128,671$271,591
Elizabeth FalkeyDirector, It Business RelationshipsFT$125,750$138,896$264,646
Adam MullinsVP Finance & AccountingFT$140,256$122,004$262,260
Wei HuActuaryFT$124,836$111,719$236,555
Ryan HutchisonSales RepresentativeFT$77,888$154,837$232,725

Board Members and Trustees

NameTitle
Kathleen MartinChair
Mark WilsonVice Chair
Anthony WinnsDirector
Carl JensenDirector
Catherine MuleDirector
Christopher DeanDirector
Eric CandeloriDirector
Frank ThorpDirector
Gary BloreDirector
John LueckeDirector
Mike WilliamsDirector
Peter B CollinsDirector
Stan SzemborskiDirector
Christine HunterDirector From 5/2016
Nita SoodDirector From 5/2016
Cate MuellerDirector Thru 5/2016
Michael McdanielDirector Thru 5/2016

Highest Paid Contractors

ContractorServicesLocationCompensation
Accenture LLPAlip Consulting161 N CLARK ST, Chicago, IL 60601$3,342,039
White & PartnersAdvertising/marketing13665 DULLES TECHNOLOGY DR, Herndon, VA 20171$1,965,966
Quinstreet INCAdvertising/marketingPO BOX 8398, Pasadena, CA 91109$1,635,085
The Life & Annuity Group INCAlip ConsultingONE CONSTITUTION PLAZA, Hartford, CT 06103$1,401,339
Valuemomentum INCAlip Consulting3001 HADLEY RD, Southfield, NJ 07080$1,129,770
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$76,384,656
Investment Income
$174,674,448
Other Revenue
$1,211,980
Change in Net Assets
$16,677,423

Audited Revenue Reconciliation

Revenue per Audited Statements
$248,990,975
Revenue Not Reported on Financial Statements
$3,280,109
Revenue Not Reported on Form 990
$1,057,526
Other Revenue Adjustments
$2,710,000
Total Revenue per Audited Statements
$250,048,501
Total Revenue per Form 990
$252,271,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,913,894
Salaries, Compensation, and Employee Benefits$17,375,969
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$135,303,798
Other Salaries and Wages---$9,017,173
Depreciation Depletion---$8,390,820
Advertising---$5,146,446
Current Officers, Directors, Trustees, and Key Employees---$4,043,921
Information Technology---$2,735,478
Fees for Services Other---$2,507,741
Other Employee Benefits---$1,939,283
Pension Plan Contributions---$1,590,328
Other Expenses---$1,182,252
Office Expenses---$798,108
Payroll Taxes---$785,264
Fees for Service Investment Mgmnt Fees---$570,109
Occupancy---$283,124
Fees for Services Legal---$256,383
Travel---$209,056
Fees for Services Accounting---$201,966
Total Functional Expenses$0$0$0$235,593,661

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$235,593,661
Expenses per Audited Statements$232,313,552
Total Expenses per Audited Statements$232,313,552
Expenses Not Reported on Financial Statements$3,280,109
Other Expense Adjustments$2,710,000
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$361,724,173

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeDebt Investments-00$152,999,926
North AmericaDebt Investments-00$80,840,659
East Asia and the PacificDebt Investments-00$65,595,829
Middle East and North AfricaDebt Investments-00$38,475,762
Central America and the CaribbeanDebt Investments-00$23,811,997
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Life Contracts$2,526,990,661
Liability for Deposit-type Contracts$119,147,160
Asset Valuation Reserve$19,063,715
Employee Benefits$9,819,784
Interest Maintenance Reserve$8,117,248
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Nmaa has a membership of approximately 105,000. All members have the opportunity each year to vote for board members, including the chairman. All members will share in the profit/net assets of the organization in the unlikely event of a dissolution.

Form 990, Part VI, Section A, Line 7A

Navy mutual holds annual elections in which its members vote to fill open board positions. Board terms are each three years, and board members can serve for a maximum of three terms.

Form 990, Part VI, Section B, Line 11B

A draft of navy mutual's form 990 is made available to the board of directors for review prior to filing with the irs. Questions are answered on a timely basis.

Form 990, Part VI, Section B, Line 12C

Members of navy mutual's board of directors annually disclose any conflicts of interest in writing. Our legal department reviews the disclosure statements to ensure compliance. We post our code of ethics on our intranet homepage. Breaching the code of ethics or conflict of interest policy is grounds for discipline, up to and including termination.

Form 990, Part VI, Section B, Line 15

Four members of navy mutual's board constitute our compensation committee. This committee meets 2 times/year to discuss and analyze the president's and staffs' salary and bonus for the following year. The committee uses several benchmarks in its discussion/analysis, including an independent not-for-profit salary study, an insurance company salary study and a local area salary study. The committee also utilizes an outside compensation consultant to verify compensation by grade and by job description for all employees, including the president. This comparability study is conducted every 3 years for employees and every year for the president. The results of the committee's analysis are presented to the full board of directors for approval prior to implementation. The president's compensation was last reviewed in december 2016.

Form 990, Part VI, Section C, Line 19

All public documents are available upon request. A financial statement summary is included in navy mutual's annual report, which is available on-line.

Filing and Contact Details

Filer

Filer Name
Navy Mutual Aid Association
EIN
53-0116720
Phone
8006286011
Address
29 CARPENTER RD - HENDERSON HALL, ARLINGTON, VA 22212

Signing Officer

Name
Bruce B Engelhardt
Title
President
Phone
7036141638
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce B Engelhardt
Formed
1879
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
15
Employees
144
Volunteers
17

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS RD STE 1500, RALEIGH, NC 27609
Preparer
John Huskins
Phone
9197196400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in asset valuation reserve -1,572,523. Change in non-admitted assets 892,822. Change in additional minimum liability for postretirement benefits 1,058,693. Change in accounting principle -1,195,936.

Financial Statement Notes

PART IV, LINE 2B:

Nmaa holds amounts in escrow for medical and dependent care.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Expense allocation 2,710,000.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Expense allocation 2,710,000.

Raw XML AppendixShowing 400 of 899 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0AND FORM 990, PART III, LINE 1:TO PROVIDE MEMBERS OF THE NAVY, MARINES, COAST GUARD, NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION, PUBLIC HEALTH SERVICE, AND HONORABLY DISCHARGED VETERANS (COLLECTIVELY THE "SEA SERVICES") LIFE INSURANCE AT AS NEAR THE ACTUAL NET COST AS POSSIBLE; ASSIST SEA SERVICE MEMBERS AND THEIR FAMILIES IN SECURING FEDERAL BENEFITS TO WHICH THEY MAY BE LEGALLY ENTITLED; AND EDUCATE SEA SERVICE MEMBERS AND THEIR FAMILIES ON MATTERS OF FINANCIAL SECURITY.
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IRS990/Desc0THE NAVY MUTUAL AID ASSOCIATION ("NAVY MUTUAL") IS A MUTUAL AID ASSOCIATION THAT CONSERVATIVELY MANAGES ITS ASSETS TO PAY PROMISED LIFE INSURANCE BENEFITS TO ITS MEMBERS AND THEIR BENEFICIARIES. NAVY MUTUAL'S BENEFIT PLANS ARE DESIGNED AT AS NEAR ACTUAL NET COST AS POSSIBLE IN ORDER TO PROVIDE MEMBERS OF THE SEA SERVICES WITH LIFE INSURANCE COVERAGE THAT IS NOT LIMITED BY WAR, TERRORISM, OR AVIATION CLAUSES. NAVY MUTUAL'S INSURANCE IS NOT SUBJECT TO LIMITS ON COVERAGE BASED ON ACTIVE DUTY STATUS OR GEOGRAPHICAL LOCATION.
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1746727
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1886158
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt19105801
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2067095
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2165614
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt22111884
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2376466
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2461921
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2556671
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2660535
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2747900
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2895810
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2942496
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3031275
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3162719
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY BLORE
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC CANDELORI
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER B COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTOPHER DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm4CARL JENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN LUECKE
IRS990/Form990PartVIISectionAGrp/PersonNm6CATHERINE MULE
IRS990/Form990PartVIISectionAGrp/PersonNm7STAN SZEMBORSKI
IRS990/Form990PartVIISectionAGrp/PersonNm8FRANK THORP
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm10ANTHONY WINNS
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRISTINE HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm12NITA SOOD
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL MCDANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm14CATE MUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm15KATHLEEN MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm16MARK WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm17BRUCE ENGELHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID FRIDELL
IRS990/Form990PartVIISectionAGrp/PersonNm19STEPHEN PIETROPAOLI
IRS990/Form990PartVIISectionAGrp/PersonNm20JACK MCVEIGH
IRS990/Form990PartVIISectionAGrp/PersonNm21MICHELLE BRICKWEDDE
IRS990/Form990PartVIISectionAGrp/PersonNm22LAUREN BLOOM
IRS990/Form990PartVIISectionAGrp/PersonNm23SANGEETA JACOB
IRS990/Form990PartVIISectionAGrp/PersonNm24JAMIE MALTESE
IRS990/Form990PartVIISectionAGrp/PersonNm25DAVE BRAGG
IRS990/Form990PartVIISectionAGrp/PersonNm26ADAM MULLINS
IRS990/Form990PartVIISectionAGrp/PersonNm27ROBERT HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm28MIRANDA DEDJA
IRS990/Form990PartVIISectionAGrp/PersonNm29ELIZABETH FALKEY
IRS990/Form990PartVIISectionAGrp/PersonNm30RYAN HUTCHISON
IRS990/Form990PartVIISectionAGrp/PersonNm31WEI HU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17687440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18432628
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19309479
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20433461
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21273427
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22271733
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23260128
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24220108
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25214920
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26201725
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27236859
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28233413
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29222150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30201450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31173836
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR FROM 5/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR FROM 5/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR THRU 5/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR THRU 5/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF OPERATIONG OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP MARKETING & SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt22GENERAL COUNSEL & VP GOVERNMENT AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP INVESTEMENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP INFORMATION TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP FINANCE & ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR OF SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR, ADMINISTRATION & FACILITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR, IT BUSINESS RELATIONSHIPS
IRS990/Form990PartVIISectionAGrp/TitleTxt30SALES REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt31ACTUARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01879
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01558406
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0233873924
IRS990/GrossReceiptsAmt0484586602
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt049
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02735478
IRS990/InvestmentIncomeGrp/ExclusionAmt0173029775
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0173116042
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt086267
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0746606818
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0777135860
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01929809191
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01972433631
IRS990/IRPDocumentCnt06222
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0484043
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0494696
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0425263
IRS990/LandBldgEquipCostOrOtherBssAmt0909306
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0232315518
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0265502601
IRS990/NetAssetsOrFundBalancesEOYAmt0282420606
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01558406
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01558406
IRS990/NetUnrelatedBusTxblIncmAmt05917
IRS990/NetUnrlzdGainsLossesInvstAmt01057526
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0283124
IRS990/OfficeExpensesGrp/TotalAmt0798108
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030929104
IRS990/OtherAssetsTotalGrp/EOYAmt031152951
IRS990/OtherChangesInNetAssetsAmt0-816944
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01939283

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,341$3,026$315$285$280$4.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,312$3,001$312$312$318$5.84
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,300$2,955$345$303$298$4.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,268$2,919$349$253$242$10.6
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,244$2,920$325$255$249$5.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,185$2,867$317$256$249$7.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,124$2,817$307$250$249$1.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,077$2,773$304$259$249$10.4
2016Detailed filing. Detailed filing data is available for this year.$3,004$2,722$282$252$236$16.7
2015Detailed filing. Detailed filing data is available for this year.$2,926$2,660$266$280$241$38.7
2014Detailed filing. Detailed filing data is available for this year.$2,848$2,597$252$251$241$9.94
2013Detailed filing. Detailed filing data is available for this year.$2,779$2,549$231$253$223$30.1
2012Summary only. Only limited summary data is available for this year.$2,697$2,502$195$243$219$24.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,681$2,482$199$245
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,572$2,381$191$234