Nonprofit · EIN 54-1659039
MOAA CHARITIES
Tax-exempt · ALEXANDRIA, VA 22314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $12,665,198 | $8,842,114 | $3,823,084 | $185,111,489 | $1,284,135 | $183,827,354 |
| December 31, 2024 | 990 | $8,547,862 | $6,357,664 | $2,190,198 | $172,236,283 | $1,675,126 | $170,561,157 |
| December 31, 2023 | 990 | $4,241,457 | $4,822,189 | -$580,732 | $164,229,326 | $1,982,000 | $162,247,326 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,770,763
- Program service revenue
- $0
- Investment income
- $8,973,100
- Net gain from sales of assets
- $8,499,439
- Net income from fundraising events
- -$78,665
- Other revenue
- -$78,665
Expenses
- Grants and similar amounts paid
- $6,700,650
- Other salaries and wages
- $643,807
- Salaries, compensation and benefits (total)
- $807,579
- Professional fundraising fees
- $0
- Legal fees
- $14,750
- Accounting fees
- $34,266
- Occupancy
- $12,841
- Travel
- $8,033
- Depreciation
- $43,408
- Program services (functional)
- $7,547,005
- Management and general (functional)
- $946,774
- Fundraising (functional)
- $348,335
Balance sheet and other
- Total assets, start of year
- $172,236,283
- Total assets, end of year
- $185,111,489
- Total liabilities, end of year
- $1,284,135
- Net assets, end of year
- $183,827,354
- Publicly traded securities
- $121,621,594
- Net assets without donor restrictions
- $145,315,459
- Net assets with donor restrictions
- $38,511,895
- Gross receipts
- $25,762,853
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1993
- 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 VICE PRESIDENT/COO Officer | 1 | $0 | $365,043 | $24,703 |
| REGINA D CHAVIS | EXECUTIVE VICE PRESIDENT/CFO Officer | 1 | $0 | $329,549 | $18,544 |
| DOUGLAS D SANDERS BEG 0125 | GENERAL COUNSEL, CORPORATE SECRETARY Officer | 1 | $0 | $292,560 | $11,950 |
| MAJ GEN JOSEPH G LYNCH END 0125 | GENERAL COUNSEL, CORPORATE SECRETARY Officer | 1 | $0 | $36,224 | $7,189 |
| CWO4 LELIA P JACKSON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VIRGINIA GAIL JOYCE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| COL STEPHANIE E DAWSON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MG GEORGE A ALEXANDER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VADM FRED M MIDGETTE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LT COL KARON L UZZELL-BAGGETT | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 12 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 VICE PRESIDENT/COO Officer | 1 | $0 | $351,824 | $24,644 |
| REGINA D CHAVIS | EXECUTIVE VICE PRESIDENT/CFO Officer | 1 | $0 | $318,051 | $19,589 |
| MAJ GEN JOSEPH G LYNCH | GENERAL COUNSEL, CORPORATE SECRETARY Officer | 1 | $0 | $318,433 | $13,183 |
| COL LUCRETIA M MCCLENNEY | CHAIR (UNTIL 10/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| COL ROJAN ROBOTHAM | MEMBER (UNTIL 10/24) Trustee or director | 1 | $0 | $0 | $0 |
| VIRGINIA JOYCE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CWO4 LELIA P JACKSON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| COL STEPHANIE E DAWSON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MG GEORGE A ALEXANDER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VADM FRED M MIDGETTE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LT COL KARON L UZZELL-BAGGETT | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 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 | COO Officer | 2 | $0 | $331,514 | $54,664 |
| MAJ GEN JOSEPH G LYNCH | SECRETARY Officer | 2 | $0 | $313,976 | $50,771 |
| REGINA D CHAVIS | CFO Officer | 2 | $0 | $302,490 | $50,196 |
| LT GEN DANA T ATKINS | FORMER PRESIDENT/CEO TERM ENDED 1/23 Officer | 1 | $0 | $182,519 | $142,180 |
| COL LUCRETIA M MCCLENNEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| COL ROJAN ROBOTHAM | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VIRGINIA JOYCE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CWO4 LELIA P JACKSON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| COL STEPHANIE E DAWSON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 N WASHINGTON ST, ALEXANDRIA, VA 22314-2520
- 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) 549-2311
- Website
- WWW.MOAA.ORG/SCHOLARSHIPFUND
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PROVIDE INTEREST-FREE LOANS AND GRANTS FOR UNDERGRADUATE EDUCATION TO CHILDREN OF FORMER, ACTIVE, AND RETIRED COMMISSIONED OR WARRANT OFFICERS OF THE SEVEN UNIFORMED SERVICES, AND TO CHILDREN OF ACTIVE OR RETIRED ENLISTED MEMBERS OF THE ARMED FORCES.
Program accomplishments
- PROVIDED APPROXIMATELY $9.9 MILLION IN INTEREST-FREE LOANS AND $6.4 MILLION IN GRANTS FOR UNDERGRADUATE EDUCATION TO CHILDREN OF UNIFORMED SERVICE MEMBERS. INTEREST-FREE LOANS WERE FOR $7,000 OR $7,500 EACH. GRANTS RANGED FROM $500 TO $12,000.Expenses $7,199,005 · grants $6,352,650
- PROVIDED AMERICAN PATRIOT GRANTS TO 29 STUDENTS WHOSE PARENT DIED WHILE ACTIVELY SERVING IN THE UNIFORMED SERVICES OR COLLECTED T-SGLIExpenses $348,000 · grants $348,000
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
- 54-1659039
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $172,236,283
- Income (IRS master file)
- $51,660,686
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $12,665,198 | $8,842,114 | $185,111,489 | XML |
| 990 | December 2024 | $8,547,862 | $6,357,664 | $172,236,283 | XML |
| 990 | December 2023 | $4,241,457 | $4,822,189 | $164,229,326 | XML |
| 990 | December 2022 | $7,290,403 | $4,166,453 | $153,017,332 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 54-1659039).
Questions about MOAA CHARITIES
- What is the EIN of MOAA CHARITIES?
- The employer identification number (EIN) of MOAA CHARITIES is 54-1659039.
- Is MOAA CHARITIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to MOAA CHARITIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOAA CHARITIES 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 MOAA CHARITIES 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 MOAA CHARITIES 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 MOAA CHARITIES?
- The 990 for the year ended December 31, 2025 names CARLOS PEREZ JR.
- Who are the officers and directors of MOAA CHARITIES?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does MOAA CHARITIES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $12,665,198, expenses of $8,842,114 and total assets of $185,111,489 at year end.
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