2025-03-27T14:35:57-05:00 2024-07-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2023-08-01 526056457 MILITARY BENEFIT ASSOCIATION MILI 7039686200 14605 AVION PKWY CHANTILLY VA 20153 MICHAEL REYNA PRESIDENT 7039686200 2025-03-27 1 0 J CALVIN MARKS P01226973 9197196400 2023 2025-03-06 01:10:19Z MICHAEL REYNA 14605 AVION PKWY CHANTILLY VA 20153 44063799 0 X WWW.MILITARYBENEFIT.ORG X 1956 VA PROVIDE MEMBERS OF THE ARMED SERVICES AND CIVILIAN EMPLOYEES OF THE US GOVERNMENT WITH INSURANCE. 8 7 26 9 0 0 0 0 38360883 40874191 2253330 1031296 51467 52459 40665680 41957946 34000 20000 29384210 30743254 2580790 2615048 0 0 0 5835369 4645598 37834369 38023900 2831311 3934046 30797711 35107967 5890871 6365931 24906840 28742036 THE MISSION OF THE MBA IS THE PROMOTION OF THE WELFARE OF ITS MEMBERS, THE ADVANCEMENT AND SAFEGUARDING OF THEIR ECONOMIC INTERESTS, AND GENERALLY TO ENCOURAGE AND PROMOTE BETTER FINANCIAL CONDITIONS FOR ITS MEMBERS THROUGH COOPERATIVE ENTERPRISES. 0 0 PROVIDES APPROXIMATELY 83,500 MEMBERS OF THE ARMED FORCES, MILITARY RETIREES AND VETERANS, AND CIVILIAN EMPLOYEES OF THE U S GOVERNMENT WITH INSURANCE AND OTHER SERVICES. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 24 0 1 26 1 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL REYNA 7039686200 14605 AVION PKWY CHANTILLY VA 20153 MICHAEL REYNA PRESIDENT 40.00 0.50 X X 308479 0 48650 THOMAS JUBON DIRECTOR, IT 35.00 X 164345 0 50326 GLENDA LEE VP & SECRETARY (TO SEP '23) 40.00 0.50 X X 148435 1015 28761 BONNIE KOHLI ACCOUNTANT 35.00 X 118876 0 48815 RICHARD WILSON DIRECTOR, STRATEGIC PLANNING 31.00 4.00 X 97774 36221 30367 CAROLYN PEACOE OFFICE MANAGER 35.00 X 110563 0 24261 ASHOK K NAYYAR TREASURER 7.00 0.50 X 67399 0 0 TRAVIS R BACHORSKI CHAIRMAN 2.00 X 0 0 0 AMANDA M TEFFT VICE CHAIRMAN 2.00 X 0 0 0 PETER W ALT DIRECTOR (TO OCT '23) 2.00 X 0 0 0 JAMES B BRENDEL JR DIRECTOR 2.00 X 0 0 0 MICHAEL M HAYWOOD DIRECTOR 2.00 X 0 0 0 R IAN MANION DIRECTOR (TO MAR '24) 2.00 X 0 0 0 D'ANNE E SPENCE DIRECTOR 2.00 X 0 0 0 DAVID A TENORIO DIRECTOR (FROM OCT '23) 2.00 X 0 0 0 DAVID E WILLIS DIRECTOR 2.00 X 0 0 0 1015871 37236 231180 5 0 1 0 WEBTPA FINANCE 8500 FREEPORT PKWY STE 400 IRVING TX 75063 THIRD PARTY ADMINISTRATOR 374124 LIST SERVICES CORPORATION 6 TROWBRIDGE DR BETHEL CT 06801 MARKETING SERVICES 364514 ALPHAGRAPHICS 143 UNION BLVD STE 650 LAKEWOOD CO 80228 MARKETING SERVICES 262113 NATIONAL BENEFITS GROUP MIDWEST LLC 3820 NORTHDALE BLVD STE 103 TAMPA FL 33624 BENEFITS CONSULTING 240784 FEDERAL DIRECT 150 CLOVE RD 5TH FL LITTLE FALLS NJ 07424 MARKETING SERVICES 153455 11 INSURANCE CONTRIBUTIONS 524298 36518793 36518793 ADMINISTRATIVE INCOME 524298 4355398 4355398 40874191 1008012 1008012 35005 35005 2129137 2105853 23284 23284 23284 17454 17454 17454 41957946 40874191 0 1083755 20000 30743254 507220 1686281 66045 205062 150440 41790 96447 57766 1577165 694008 733339 227593 131931 263695 134551 485688 72621 AGENT SUPPORT 86000 DUES & SUBSCRIPTIONS 23506 TAXES & LICENSES 2738 16760 38023900 460585 366233 116064 135983 134805 160732 49408 234288 2874247 2542832 401196 331415 6389581 8744737 665773 635941 3100000 2700000 19480299 21798638 30797711 35107967 2918248 3213390 222164 236552 2750459 2915989 5890871 6365931 X 24906840 28742036 24906840 28742036 30797711 35107967 X 3934046 812612 -911462 X 0 1 X 1 0 601625 338936 262689 616443 563367 53076 1656179 1640529 15650 331415 FUNDS ON DEPOSIT WITH INSURANCE COMPANIES 21640247 RECEIVABLE FROM RELATED ORGANIZATIONS 153391 DEPOSITS 5000 21798638 PREMIUMS COLLECTED FROM MEMBERS IN ADVANCE 1984690 REFUNDS OWED TO MEMBERS 931299 2915989 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE ASSOCIATION HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JULY 31, 2024. 1 SCHOLARSHIP AWARDS TO COLLEGE STUDENT MEMBERS AND/OR DEPENDENTS 25 20000 PART I, LINE 2: MBA UTILIZES SCHOLARSHIP AMERICA TO ADMINISTER THE SCHOLARSHIP PROGRAM AND TO ENSURE THAT THE SCHOLARSHIPS ARE USED FOR FULL-TIME STUDY AT AN ACCREDITED INSTITUTION. X X 1 1 X X X X X X 0 0 0 MICHAEL REYNA PRESIDENT 307705 0 0 0 774 0 45819 0 2831 0 357129 0 0 0 THOMAS JUBON DIRECTOR, IT 159478 0 3679 0 1188 0 39708 0 10618 0 214671 0 0 0 GLENDA LEE VP & SECRETARY (TO SEP '23) 131234 1015 16310 0 891 0 18492 0 10269 0 177196 1015 0 0 BONNIE KOHLI ACCOUNTANT 113946 0 3742 0 1188 0 37476 0 11339 0 167691 0 0 0 RICHARD WILSON DIRECTOR, STRATEGIC PLANNING 95747 0 1665 36221 362 0 13548 0 16819 0 128141 36221 0 0 PART I, LINE 1A MBA ALLOWS FIRST-CLASS TRAVEL FOR FLIGHTS LASTING MORE THAN TWO HOURS. MBA ALSO ALLOWS COMPANION TRAVEL FOR THE SPOUSES OF DIRECTORS AND ADVISORS, AS THESE INDIVIDUALS ARE ABLE TO PROVIDE KEY EXPERTISE AND PERSPECTIVE AS LONGTIME MEMBERS AND MILITARY SPOUSES. THEIR INPUT ALLOWS MBA TO BETTER SERVE THE MILITARY SPOUSE DEMOGRAPHIC, WHICH REPRESENTS A SUBSTANTIAL PORTION OF MBA'S MEMBERSHIP BASE. FORM 990, PART VI, SECTION A, LINE 6 AT YEAR END, THE ORGANIZATION HAD APPROXIMATELY 109,000 ACTIVE MEMBERS. THE MEMBERS IN THE ASSOCIATION CONSIST OF PERSONNEL ON ACTIVE DUTY IN ANY COMPONENT OF THE UNITED STATES UNIFORMED SERVICES, RESERVE SERVICES, VETERAN MEMBERS, CIVILIAN EMPLOYEES OF THE US GOVERNMENT AND DEPENDENTS OF MEMBERS. THE CONTROL OF THE ASSOCIATION IS VESTED IN THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE CONTROL OF THE ASSOCIATION IS VESTED IN THE MEMBERS. MEETINGS OF MEMBERS INCLUDE THE ANNUAL MEETING OF MEMBERS AND OTHER MEETINGS AS MAY BE CALLED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS IN RESPONSE TO (1) A VOTE BY A MAJORITY OF THE BOARD OR (2) A WRITTEN REQUEST SIGNED BY AT LEAST TEN PERCENT OF THE MEMBERS OF THE ASSOCIATION. A VOTE BY THE MEMBERS IS REQUIRED TO APPOINT OR FILL VACANCIES ON THE BOARD OF DIRECTORS AND APPROVE CERTAIN CHANGES TO THE ARTICLES OF ORGANIZATION. MEMBERS MAY VOTE IN PERSON OR BY SIGNED PROXY. ACTIONS TAKEN BY A MAJORITY OF THE MEMBERS VOTING ARE FINAL. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION'S MEMBERS APPROVE CERTAIN CHANGES TO THE ARTICLES OF ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B ASSOCIATION OFFICERS PROVIDE THE FORM 990 TO ALL DIRECTORS FOR REVIEW AND APPROVAL BEFORE IT IS FILED. THE DIRECTORS' APPROVAL IS DOCUMENTED IN THE ASSOCIATION'S MINUTES. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, ADVISOR AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL SIGN A STATEMENT WHICH AFFIRMS SUCH A PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY. (B) HAS READ AND UNDERSTANDS THE POLICY. (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) D. UNDERSTANDS THE ASSOCIATION IS A 501C(9) NON-PROFIT VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION (VEBA) AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE ASSOCIATION PERIODICALLY REVIEWS WHETHER OR NOT THEIR TRANSACTIONS OR ARRANGEMENTS CAN BE ARRANGED TO BE MORE ADVANTAGEOUS WITHOUT PRODUCING A CONFLICT OF INTEREST, AND IF NOT POSSIBLE, HOLDS A VOTE TO DETERMINE IF SUCH TRANSACTIONS OR ARRANGEMENTS ARE IN THE ASSOCIATION'S BEST INTERESTS. THE ASSOCIATION RESERVES THE RIGHT TO IMPLEMENT DISCIPLINARY OR CORRECTIVE ACTION FOR VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION HAS A BOARD SUB-COMMITTEE TO CONSIDER INDEPENDENT COMPENSATION ANALYSIS AND ESTABLISH THE COMPENSATION SCHEDULE FOR THE OFFICES OF PRESIDENT, VICE PRESIDENT AND TREASURER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERSHIP UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CORRECTION OF DEFERRED REVENUE -881,630. SUBSIDIARY NET INCOME -29,832. MILITARY BENEFIT ASSOCIATION INC 14605 AVION PKWY CHANTILLY VA 20153 520854087 PROVIDES SERVICES TO MILITARY BENEFIT ASSOCIATION - HOLDS TITLE TO REALTY VA 501(C)(2) MILITARY BENEFIT ASSOCIATION 1 MBA SERVICES INC 14605 AVION PKWY CHANTILLY VA 20153 030495909 MANAGEMENT VA MILITARY BENEFIT ASSOCATION C 175457 212760 1.00000 1 MILITIA ADMINISTRATIVE SERVICES INC 48 MAIN ST STURBRIDGE MA 01566 061181865 ADMINISTRATION OF SPONSORED PROGRAMS MA MILITARY BENEFIT ASSOCATION C 791359 116511 1.00000 1 JENKINS INSURANCE AGENCY INC 48 MAIN ST STURBRIDGE MA 01566 042875283 PERFORMS PAYROLL FUNCTIONS FOR MAS MA MILITIA ADMINISTRATIVE SERVICES INC C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 1 MILITIA ADMINISTRATIVE SERVICES INC M 531976 FMV MILITIA ADMINISTRATIVE SERVICES INC P 75652 FMV MILITIA ADMINISTRATIVE SERVICES INC S 3796686 FMV