Civic Intelligence

The Pentagon Federal Credit Union Foundation

EIN 54-2062271 • 501(c)3 • Alexandria, VA

Profile

The mission of the PenFed Foundation is to champion our military through investment, advocacy, and outreach.

2930 Eisenhower AvenueAlexandria, VA 22314

www.penfedfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$370,162

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-0.0%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$11,395,752

Down $2,820,745 (-20%) from 2023

Liabilities

Down

$86,941

Down $649,060 (-88%) from 2023

Net Assets

Down

$11,308,811

Down $2,171,685 (-16%) from 2023

Operations
Liabilities / Revenue15th percentileNet Margin81st percentile

Revenue

Down

$3,252,682

Down $640 (-0.0%) from 2023

Expenses

Down

$2,260,393

Down $358,491 (-14%) from 2023

Net Income

Up

$992,289

Up $357,851 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$10M$0-$10MAssets 2011: $1,980,323Liabilities 2011: $502,548Net Assets 2011: $1,477,7752011Assets 2012: $5,885,378Liabilities 2012: $4,411,299Net Assets 2012: $1,474,0792012Assets 2013: $709,353Liabilities 2013: $9,074,770Net Assets 2013: -$8,365,4172013Assets 2014: $2,519,003Liabilities 2014: $7,587,772Net Assets 2014: -$5,068,7692014Assets 2015: $1,687,476Liabilities 2015: $5,192,583Net Assets 2015: -$3,505,1072015Assets 2016: $1,829,394Liabilities 2016: $164,964Net Assets 2016: $1,664,4302016Assets 2017: $2,511,484Liabilities 2017: $139,978Net Assets 2017: $2,371,5062017Assets 2018: $3,802,297Liabilities 2018: $403,977Net Assets 2018: $3,398,3202018Assets 2019: $2,372,241Liabilities 2019: $242,842Net Assets 2019: $2,129,3992019Assets 2020: $2,470,789Liabilities 2020: $108,977Net Assets 2020: $2,361,8122020Assets 2021: $5,129,099Liabilities 2021: $180,299Net Assets 2021: $4,948,8002021Assets 2022: $8,671,732Liabilities 2022: $196,606Net Assets 2022: $8,475,1262022Assets 2023: $14,216,497Liabilities 2023: $736,001Net Assets 2023: $13,480,4962023Assets 2024: $11,395,752Liabilities 2024: $86,941Net Assets 2024: $11,308,8112024

Highlighted filing

2024

Assets$11,395,752
Liabilities$86,941
Net Assets$11,308,811
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MRevenue 2011: $1,681,531Expenses 2011: $1,411,247Net Income 2011: $270,2842011Revenue 2012: $2,585,341Expenses 2012: $2,589,037Net Income 2012: -$3,6962012Revenue 2013: $3,716,329Expenses 2013: $13,555,825Net Income 2013: -$9,839,4962013Revenue 2014: $5,109,146Expenses 2014: $1,812,498Net Income 2014: $3,296,6482014Revenue 2015: $3,012,351Expenses 2015: $1,448,689Net Income 2015: $1,563,6622015Revenue 2016: $7,156,251Expenses 2016: $1,986,714Net Income 2016: $5,169,5372016Revenue 2017: $2,643,570Expenses 2017: $1,936,494Net Income 2017: $707,0762017Revenue 2018: $4,557,508Expenses 2018: $3,530,694Net Income 2018: $1,026,8142018Revenue 2019: $2,775,571Expenses 2019: $4,044,492Net Income 2019: -$1,268,9212019Revenue 2020: $4,548,205Expenses 2020: $4,315,792Net Income 2020: $232,4132020Revenue 2021: $6,700,789Expenses 2021: $4,113,801Net Income 2021: $2,586,9882021Revenue 2022: $7,823,201Expenses 2022: $4,296,875Net Income 2022: $3,526,3262022Revenue 2023: $3,253,322Expenses 2023: $2,618,884Net Income 2023: $634,4382023Revenue 2024: $3,252,682Expenses 2024: $2,260,393Net Income 2024: $992,2892024

Highlighted filing

2024

Revenue$3,252,682
Expenses$2,260,393
Net Income$992,289
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$11,395,752
Liabilities
$86,941
Net assets
$11,308,811
Revenue
$3,252,682
Expenses
$2,260,393
Net income
$992,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.09$11.3$3.25$2.26$0.99
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.74$13.5$3.25$2.62$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.20$8.48$7.82$4.30$3.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.18$4.95$6.70$4.11$2.59
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.11$2.36$4.55$4.32$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.24$2.13$2.78$4.04$1.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.40$3.40$4.56$3.53$1.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.14$2.37$2.64$1.94$0.71
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.16$1.66$7.16$1.99$5.17
2015Summary only. Only limited summary data is available for this year.$1.69$5.19$3.51$3.01$1.45$1.56
2014Summary only. Only limited summary data is available for this year.$2.52$7.59$5.07$5.11$1.81$3.30
2013Summary only. Only limited summary data is available for this year.$0.71$9.07$8.37$3.72$13.6$9.84
2012Summary only. Only limited summary data is available for this year.$5.89$4.41$1.47$2.59$2.59$0.00
2011Summary only. Only limited summary data is available for this year.$1.98$0.50$1.48$1.68$1.41$0.27
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 8, 2021
Return Version
2020v4.1
Gross Receipts
$4,762,452
Mission and Program Overview

Mission

The Pentagon Federal Credit Union Foundation is a nonprofit organization formed to support the members of the United States defense community by offering programs that instill financial literacy and provide military members, veterans and their communities with the skills and resources to realize financial stability and opportunity. The Foundations vision is that all service members are able to serve the nation free of financial worry and that every veteran has a strong financial future.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,416,267$800,993▼ $615,274
Other Notes and Loans Receivable, Net$100,000$700,000▲ $600,000
Savings and Temporary Cash Investments$573,034$573,679▲ $645
Investments in Publicly Traded Securities$169,421$234,421▲ $65,000
Prepaid Expenses and Deferred Charges$87,379$150,237▲ $62,858
Accounts Receivable$26,140$11,459▼ $14,681
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,372,241$2,470,789▲ $98,548
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$187,814$87,094▼ $100,720
Other Liabilities$53,728$16,783▼ $36,945
Deferred Revenue$1,000$5,100▲ $4,100
Grants Payable$300$0▼ $300
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$242,842$108,977▼ $133,865
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,469,318$1,561,099▲ $91,781
Net Assets Without Donor Restrictions$660,081$800,713▲ $140,632
Total Net Assets Fund Balance$2,129,399$2,361,812▲ $232,413
Total Liabilities and Net Assets / Fund Balance$2,372,241$2,470,789▲ $98,548
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Ms Deborah Lee JamesChairwoman
Gen John W Nicholson JrPresident
Mr Fred B CaprioVice Chairman
Col Ret James F QuinnDirector
Mr Alfred RudolphDirector
Mr Edward B CodyDirector
Mr Jim DinegarDirector
Mr David ClarkDirector of Outreach
Ms Seda GoffDirector Veteran Entepreneurs
Mrs Tamara O'NeilChief Development Officer
Ms Maren BrooksChief Operating Officer
Mrs Sandra PatricolaSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,525,135
Program Service Revenue
$0
Investment Income
$25,921
Other Revenue
$-2,851
All Other Contributions
$2,536,050
Change in Net Assets
$232,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,548,205
Revenue Not Reported on Form 990
$2,632,415
Total Revenue per Audited Statements
$7,180,620
Total Revenue per Form 990
$4,548,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,315,792
Total Fundraising Expense$183,505
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$469,625$0$87,887$557,512
Advertising$268,997$25,591$58,007$352,595
Fees for Services Legal$40,649$12,181$0$52,830
Information Technology$19,022$14,793$4,175$37,990
Other Expenses$20,832--$20,832
All Other Expenses--$20,590$20,590
Conferences and Meetings$6,837$10,723$195$17,755
Travel$6,823$6,498$3,385$16,706
Office Expenses$1,431$1,254$9,266$11,951
Total Functional Expenses$4,061,247$71,040$183,505$4,315,792

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,948,207
Expenses per Audited Statements$4,315,792
Total Expenses per Form 990$4,315,792
Expenses Not Reported on Form 990$2,632,415
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$214,247
Fundraising Gross Income$211,396
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$1,517,895$133,171$3,138$130,033
Golf Outing$577,230$78,225$4,031$74,194
Total Events$2,095,125$211,396$214,247$-2,851
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ark Loan Liability$16,783
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 B, Line 11A:

“Regarding the filing of form 990, the foundation's board presently relies on the expertise of the financial staff at the pentagon federal credit union (penfed) who are experts in these areas along with outside financial and tax expertise. The board has requested that outside tax experts prepare and file this form 990. The board is updated on the financials of the foundation on a regular basis and provided copies of the financial statements, as well as a copy of the form 990 upon request.”

FORM 990, PART VI, SECTION B, Line 12C:

“Regarding policies for conflict of interest, whistleblower policy, document retention and destruction policy, the foundation has adopted the policies of the pentagon federal credit union(penfed). Penfed donates all employee services to the foundation. The foundation relies on the expertise in these areas of the staff of penfed, of which penfed staff are experts and knowledgeable of the established policies and procedures within penfed for these area and the remedies therein. The foundation is providing for the resources to adopt and manage its own separate policies through board direction and approval in these important areas of governance of the foundation.”

FORM 990, Part VI, Section C, Line 19:

“Financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Pentagon Federal Credit Union Foundation
EIN
54-2062271
In Care Of
% JAY FERRIN
Phone
7038381457
Address
2930 EISENHOWER AVE, ALEXANDRIA, VA 22314

Signing Officer

Name
Jay Ferrin
Title
Assistant Treasurer
Phone
5713416327
Signed
2021-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gen R John Nicholson Jr
Formed
2001
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
57

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Marc Berger
Phone
7038930600
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1:

“The pentagon federal credit union foundation is a nonprofit organization formed to support the members of the united states defense community by offering programs that instill financial literacy and provide military members, veterans and their communities with the skills and resources to realize financial stability and opportunity. The foundation's vision is that all service members are able to serve the nation free of financial worry and that every veteran has a strong financial future.”

Form 990, Part III, Line 4D - Other Program Services

“Prevents program - support the development of a national public awareness campaign on suicide prevention amoung our nation's veterans. Asset recovery kit - the asset recovery kit loan ("ark") program is designed to combat payday lending, offering our soldiers a more cost effective alternative to meet their short-term cash flow needs, as well as educational programs to instill financial literacy.”

Form 990 Part IX Line 11G

“Description:consulting fees - prevents total fees:236705”

Form 990 Part IX Line 11G

“Description:consulting fees - veip total fees:166137”

Form 990 Part IX Line 11G

“Description:consulting fees - military total fees:52965”

Form 990 Part IX Line 11G

“Description:consulting fees - fundraising total fees:23001”

Form 990 Part IX Line 11G

“Description:consulting fees - dreammakers total fees:13539”

Form 990 Part IX Line 11G

“Description:credit card processing fees total fees:65165”

Financial Statement Notes

Part X, Line 2:

“The foundation is a nonprofit organization incorporated under the laws of the commonwealth of virginia on december 4, 2001. It is exempt from income taxes under section 501(c)(3) of the u.s. Internal revenue code. No material taxable unrelated business income was generated and accordingly, no provision for income taxes has been made in the accompanying financial statements. The foundation follows the accounting guidance that creates a single model to address uncertainty in tax positions and clarifies the accounting for income taxes by prescribing the minimum recognition threshold a tax position is required to meet before being recognized in its financial statements. Under the requirements of this guidance, organizations could now be required to record an obligation as the result of tax positions they have historically taken on various tax exposure items. The foundation is not required to record such an obligation. The foundation is no longer subject to income tax examination by federal, state or local tax authorities for tax years before 2017.”

PART XI, LINE 2D:

“Special event cost $163,528”

PART XI, LINE 2D:

“Special event cost $163,528”

Raw XML AppendixShowing 400 of 802 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0187814
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt087094
IRS990/AccountsReceivableGrp/BOYAmt026140
IRS990/AccountsReceivableGrp/EOYAmt011459
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/FundraisingAmt058007
IRS990/AdvertisingGrp/ManagementAndGeneralAmt025591
IRS990/AdvertisingGrp/ProgramServicesAmt0268997
IRS990/AdvertisingGrp/TotalAmt0352595
IRS990/AllOtherContributionsAmt02536050
IRS990/AllOtherExpensesGrp/FundraisingAmt020590
IRS990/AllOtherExpensesGrp/TotalAmt020590
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JAY FERRIN
IRS990/BooksInCareOfDetail/PhoneNum05713416437
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07940 JONES BRANCH DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MCLEAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022102
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01416267
IRS990/CashNonInterestBearingGrp/EOYAmt0800993
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0195
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt010723
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt06837
IRS990/ConferencesMeetingsGrp/TotalAmt017755
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt01883729
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04525135
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025921
IRS990/CYOtherExpensesAmt04315792
IRS990/CYOtherRevenueAmt0-2851
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0232413
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04315792
IRS990/CYTotalFundraisingExpenseAmt0183505
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04548205
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01000
IRS990/DeferredRevenueGrp/EOYAmt05100
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0MILITARY HEROES - THE MILITARY HEROES PROGRAM PROVIDES TO ELIGIBLE APPLICANTS (SPECIFICALLY POST-9/11 COMBAT VETERANS) TEMPORARY EMERGENCY FINANCIAL ASSISTANCE FOR RENT, MORTGAGE, UTILITIES OR CAR PAYMENTS TO PREVENT A NEAR-TERM CHALLENGE FROM BECOMING A LIFE-CHANGING CRISIS. THE FOUNDATION ALSO SUPPORTS CAREGIVERS WITH CHILDCARE ASSISTANCE AND SHORT-TERM EDUCATIONAL EXPENSES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01469318
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01561099
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt02228934
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt01581
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012181
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt040649
IRS990/FeesForServicesLegalGrp/TotalAmt052830
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt087887
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0469625
IRS990/FeesForServicesOtherGrp/TotalAmt0557512
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt037.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt137.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt237.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt337.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt437.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt026000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt115947
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt212767
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt312005
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410486
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0GEN JOHN W NICHOLSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm1Ms Maren Brooks
IRS990/Form990PartVIISectionAGrp/PersonNm2Mrs Tamara O'Neil
IRS990/Form990PartVIISectionAGrp/PersonNm3Mr David Clark
IRS990/Form990PartVIISectionAGrp/PersonNm4Ms Seda Goff
IRS990/Form990PartVIISectionAGrp/PersonNm5Ms Deborah Lee James
IRS990/Form990PartVIISectionAGrp/PersonNm6Mr Fred B Caprio
IRS990/Form990PartVIISectionAGrp/PersonNm7Mrs Sandra Patricola
IRS990/Form990PartVIISectionAGrp/PersonNm8Mr Edward B Cody
IRS990/Form990PartVIISectionAGrp/PersonNm9MR JIM DINEGAR
IRS990/Form990PartVIISectionAGrp/PersonNm10COL RET JAMES F QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm11Mr Alfred Rudolph
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/ReportableCompFromRltdOrgAmt0572380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1281887
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2216689
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3190020
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4185216
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chief Development Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director of Outreach
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR. VETERAN ENTEPRENEURS
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairwoman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt01883729
IRS990/FundraisingDirectExpensesAmt0214247
IRS990/FundraisingGrossIncomeAmt0211396
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt0300
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04762452
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04175
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014793
IRS990/InformationTechnologyGrp/ProgramServicesAmt019022
IRS990/InformationTechnologyGrp/TotalAmt037990
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt025921
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025921
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0169421
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0234421
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PENTAGON FEDERAL CREDIT UNION FOUNDATION IS A NONPROFIT ORGANIZATION FORMED TO SUPPORT THE MEMBERS OF THE UNITED STATES DEFENSE COMMUNITY BY OFFERING PROGRAMS THAT INSTILL FINANCIAL LITERACY AND PROVIDE MILITARY MEMBERS, VETERANS AND THEIR COMMUNITIES WITH THE SKILLS AND RESOURCES TO REALIZE FINANCIAL STABILITY AND OPPORTUNITY. THE FOUNDATION'S VISION IS THAT ALL SERVICE MEMBERS ARE ABLE TO SERVE THE NATION FREE OF FINANCIAL WORRY AND THAT EVERY VETERAN HAS A STRONG FINANCIAL FUTURE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02129399
IRS990/NetAssetsOrFundBalancesEOYAmt02361812
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2851
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2851
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0660081
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0800713
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt09266
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01254
IRS990/OfficeExpensesGrp/ProgramServicesAmt01431
IRS990/OfficeExpensesGrp/TotalAmt011951
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MILITARY HEROES SUPPORT
IRS990/OtherExpensesGrp/Desc1DREAMMAKERS GRANTS
IRS990/OtherExpensesGrp/Desc2VEIP GRANTS
IRS990/OtherExpensesGrp/Desc3LOAN SUBSIDY
IRS990/OtherExpensesGrp/ProgramServicesAmt02120709
IRS990/OtherExpensesGrp/ProgramServicesAmt11075217
IRS990/OtherExpensesGrp/ProgramServicesAmt231105
IRS990/OtherExpensesGrp/ProgramServicesAmt320832
IRS990/OtherExpensesGrp/TotalAmt02120709
IRS990/OtherExpensesGrp/TotalAmt11075217
IRS990/OtherExpensesGrp/TotalAmt231105
IRS990/OtherExpensesGrp/TotalAmt320832
IRS990/OtherLiabilitiesGrp/BOYAmt053728
IRS990/OtherLiabilitiesGrp/EOYAmt016783
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0100000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0700000
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt087379
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0150237
IRS990/PrincipalOfficerNm0GEN R JOHN NICHOLSON JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DREAM MAKERS - THE DREAM MAKERS PROGRAM HELPS MILITARY AND VETERANS BY PROVIDING ASSISTANCE TOWARD DOWN PAYMENT AND CLOSING COSTS FOR THE PURCHASE OF A HOME.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01159901
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0VETERAN ENTREPRENEUR INVESTMENT PROGRAM - PROVIDE VETERAN-OWNED START-UPS WITH SEED CAPITAL TO BUILD AND GROW THEIR BUSINESSES, CREATE A ROBUST NETWORK FOR VETERAN-OWNED BUSINESSES TO SUCCEED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0286871
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PREVENTS PROGRAM
IRS990/ProgSrvcAccomActyOtherGrp/Desc1OUTREACH
IRS990/ProgSrvcAccomActyOtherGrp/Desc2ASSET RECOVERY KIT
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0245818
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1118891
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt220832
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt20
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02773922
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt036093
IRS990/PYInvestmentIncomeAmt07420
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04008399
IRS990/PYOtherRevenueAmt0-5771
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1268921
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04044492
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02775571
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0232413
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0103775
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0573034
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0573679
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01028775
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0696022
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01875155
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0220857
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt05526020
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt09346829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04522284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02768151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04555451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02642714
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07155394
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021643994
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025921
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07420
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02057

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $10M-$25M nonprofits