Nonprofit · EIN 46-4219250
THE MOAA FOUNDATION
Tax-exempt · ALEXANDRIA, VA 22314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,836,222 | $1,836,222 | $0 | $752,854 | $262,998 | $489,856 |
| December 31, 2024 | 990 | $1,700,117 | $1,700,116 | $1 | $816,613 | $328,450 | $488,163 |
| December 31, 2023 | 990 | $1,405,758 | $1,407,452 | -$1,694 | $1,717,914 | $1,229,752 | $488,162 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,929,036
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$92,814
- Other revenue
- -$92,814
Expenses
- Grants and similar amounts paid
- $554,334
- Other salaries and wages
- $854,239
- Salaries, compensation and benefits (total)
- $1,071,541
- Professional fundraising fees
- $0
- Legal fees
- $19,784
- Accounting fees
- $2,738
- Travel
- $63,301
- Program services (functional)
- $1,415,113
- Management and general (functional)
- $168,748
- Fundraising (functional)
- $252,361
Balance sheet and other
- Total assets, start of year
- $816,613
- Total assets, end of year
- $752,854
- Total liabilities, end of year
- $262,998
- Net assets, end of year
- $489,856
- Net assets without donor restrictions
- $489,856
- Gross receipts
- $1,992,321
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2013
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LT GEN BRIAN T KELLY | PRESIDENT/CEO Officer | 1 | $0 | $574,881 | $120,034 |
| COL JAMES O'BRIEN | EXECUTIVE VP/COO Officer | 1 | $0 | $365,043 | $24,703 |
| REGINA D CHAVIS | EXECUTIVE VP/CFO Officer | 1 | $0 | $329,549 | $18,544 |
| DOUGLAS D SANDERS BEG OF 0125 | SECRETARY/ GENERAL COUNSEL Officer | 1 | $0 | $292,560 | $11,950 |
| MAJ GEN JOSEPH G LYNCH END 0125 | SECRETARY/ GENERAL COUNSEL Officer | 1 | $0 | $36,224 | $0 |
| ADM JAMES G FOGGO | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAPT EUGENE DE LARA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GEN DAVID G PERKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LT COL RONALD J CLARK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAPT MARVIN H HEINZE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR VAL HAWKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR DAVID KAPLAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LT GEN BRIAN T KELLY | PRESIDENT/CEO Officer | 1 | $0 | $535,181 | $88,563 |
| COL JAMES O'BRIEN | EXECUTIVE VP/COO Officer | 1 | $0 | $351,824 | $24,644 |
| REGINA D CHAVIS | EXECUTIVE VP/CFO Officer | 1 | $0 | $318,051 | $19,589 |
| MAJ GEN JOSEPH G LYNCH | SECRETARY/ GENERAL COUNSEL Officer | 1 | $0 | $318,433 | $13,183 |
| GEN THOMAS D WALDHAUSER | CHAIR (UNTIL OCT 2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADM JAMES G FOGGO | CHAIR (AS OF OCT 2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAPT MARVIN H HEINZE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LTCOL RONALD J CLARK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GEN DAVID G PERKINS | BOARD MEMBER (AS OF OCT 2024) Trustee or director | 1 | $0 | $0 | $0 |
| CAPT EUGENE DE LARA | BOARD MEMBER (AS OF OCT 2024) Trustee or director | 1 | $0 | $0 | $0 |
| MR VAL HAWKINS | TMF BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR DAVID KAPLAN | TMF BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RADM RICHARD A BUCHANAN | BOARD MEMBER (UNTIL OCT 2024) Trustee or director | 1 | $0 | $0 | $0 |
| VIRGINIA GAIL JOYCE | BOARD MEMBER (UNTIL OCT 2024) Trustee or director | 1 | $0 | $0 | $0 |
| MR SCOTT ESHOM | TMF BOARD MEMBER (UNTIL OCT 2024) Trustee or director | 1 | $0 | $0 | $0 |
| MS JORDAN WILHELM | TMF BOARD MEMBER (UNTIL OCT 2024) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LT GEN BRIAN T KELLY | PRESIDENT/CEO Officer | 1 | $0 | $414,562 | $118,534 |
| COL JAMES O'BRIEN | EXECUTIVE VP/COO Officer | 1 | $0 | $331,514 | $54,664 |
| MAJ GEN JOSEPH G LYNCH | SECRETARY/ GENERAL COUNSEL Officer | 1 | $0 | $313,976 | $50,771 |
| REGINA D CHAVIS | EXECUTIVE VP/CFO Officer | 1 | $0 | $302,490 | $50,196 |
| LT GEN DANA T ATKINS | FORMER PRESIDENT/CEO TERM END 1/2023 Officer | 1 | $0 | $182,519 | $142,180 |
| GEN THOMAS D WALDHAUSER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RADM RICHARD A BUCHANAN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VIRGINIA GAIL JOYCE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LTCOL RONALD J CLARK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAPT MARVIN H HEINZE | MEMBER AFTER OCTOBER 2022 Trustee or director | 1 | $0 | $0 | $0 |
| MR SCOTT ESHOM | TMF BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR VAL HAWKINS | TMF BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR DAVID KAPLAN | TMF BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MS JORDAN WILHELM | TMF BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 N WASHINGTON ST, ALEXANDRIA, VA 22314-2520
- In care of
- % JOSEPH G LYNCH
- Principal officer (990 for 2025)
- CARLOS PEREZ JR, 201 N WASHINGTON STREET, ALEXANDRIA, VA 22314
- Signed the 990
- CARLOS PEREZ JR, EXECUTIVE VICE PRESIDENT & CFO
- Phone
- (703) 838-8102
- Website
- WWW.MOAA.ORG/FOUNDATION/
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
CARRY ON CHARITABLE AND EDUCATIONAL PROGRAMS FOR ACTIVE DUTY MILITARY, RESERVE, NATIONAL GUARD, RETIRED, AND FORMER MEMBERS OF THE UNIFORMED SERVICES AND THEIR FAMILY MEMBERS AND SURVIVING SPOUSES.
Program accomplishments
- CAREER TRANSITION/PROFESSIONAL EDUCATION OUTREACH:THROUGH THE MOAA FOUNDATION CAREER TRANSITION TRACK, MOAA DELIVERS BEST-IN-CLASS CAREER DEVELOPMENT PROGRAMS. DUE TO FUNDING PROVIDED BY THE FOUNDATION, SERVICES ARE FREE AND OPEN TO THE BROADER UNIFORMED SERVICES AND VETERAN COMMUNITIES. IN 2025, MOAA EXPERTS PROVIDED AWARD WINNING CAREER TRANSITION ASSISTANCE AND EDUCATION RESOURCES FOR FREE BOTH IN-PERSON AND IN VIRTUAL SETTINGS. IN TOTAL, THE FOUNDATION SUPPORTED THE FOLLOWING VIRTUAL AND IN-PERSON EVENTS:4 SEMINARS, 13 WORKSHOPS, 42 WEBINARS, 7 VIRTUAL CAREER FAIRS, AND 1 IN-PERSON NETWORKING EVENT AT TOTAL FORCE+.Expenses $662,666
- CRISIS RELIEF PROGRAM:THE MOAA FOUNDATION'S CRISIS RELIEF PROGRAM PROVIDES SMALL FINANCIAL GRANTS TO UNIFORMED SERVICE MEMBERS, VETERANS, AND THEIR FAMILIES AFFECTED BY NATURAL DISASTERS OR OTHER CRISES. GRANTS ADDRESS URGENT NEEDS INCLUDING RENT, UTILITIES, GROCERIES, AND DAMAGED PROPERTY- FILLING A CRITICAL GAP FOR THOSE NOT SERVED BY OTHER RELIEF AGENCIES. THE PROGRAM IS OPEN TO MEMBERS OF ALL BRANCHES OF THE ALL-VOLUNTEER FORCE, REGARDLESS OF LENGTH OF SERVICE, WHO ARE CURRENTLY SERVING OR RECEIVED AN HONORABLE DISCHARGE. IN THE REPORTING YEAR, THE FOUNDATION AWARDED $434,501 IN GRANTS TO 277 RECIPIENTS.Expenses $545,681 · grants $434,501
- COMMUNITY OUTREACH PROGRAM: THE COMMUNITY OUTREACH GRANT (COG) PROGRAM PROVIDES GRANT FUNDING TO MOAA COUNCILS AND CHAPTERS NATIONWIDE TO DELIVER DIRECT ASSISTANCE TO UNIFORMED SERVICE MEMBERS AND VETERAN FAMILIES IN THEIR LOCAL COMMUNITIES. GRANTS SUPPORT HIGH-IMPACT PROGRAMS ADDRESSING CRITICAL NEEDS AT THE COMMUNITY LEVEL, LEVERAGING MOAA'S EXTENSIVE CHAPTER NETWORK TO EXTEND THE FOUNDATION'S REACH ACROSS THE COUNTRY. IN 2025, ALL QUALIFYING APPLICANTS RECEIVED FUNDING. THE FOUNDATION AWARDED $119,833 TO 41 CHAPTERS.Expenses $175,462 · grants $119,833
- CAREGIVER PROGRAMExpenses $18,760
- MILITARY SPOUSE PROFESSIONAL DEVELOPMENTExpenses $12,544
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4219250
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W99)
- Assets (IRS master file)
- $752,854
- Income (IRS master file)
- $1,992,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,836,222 | $1,836,222 | $752,854 | XML |
| 990 | December 2024 | $1,700,117 | $1,700,116 | $816,613 | XML |
| 990 | December 2023 | $1,405,758 | $1,407,452 | $1,717,914 | XML |
| 990 | December 2022 | $1,670,276 | $1,243,368 | $507,600 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4219250).
Questions about THE MOAA FOUNDATION
- What is the EIN of THE MOAA FOUNDATION?
- The employer identification number (EIN) of THE MOAA FOUNDATION is 46-4219250.
- Is THE MOAA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to THE MOAA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE MOAA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE MOAA FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MOAA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE MOAA FOUNDATION?
- The 990 for the year ended December 31, 2025 names CARLOS PEREZ JR.
- Who are the officers and directors of THE MOAA FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does THE MOAA FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,836,222, expenses of $1,836,222 and total assets of $752,854 at year end.
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All nonprofits in ALEXANDRIA · Virginia · Public and societal benefit