Active Employees MedicalDental and… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Phone

2143122327

Tax Period

2023-01-01 to 2023-12-31

Active Employees MedicalDental and Life Insurance Plan(s) for Employees of AAFES Voluntary Employees' Beneficiary Association, founded in 1995, is a major nonprofit that reported $141.5M in total revenue in fiscal year 2023. Expenses of $136.0M left a modest 4% surplus.

Mission

TO PAY HOSPITALIZATION AND MEDICAL BENEFITS TO OR FOR ACTIVE EMPLOYEES OF AAFES IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(C)(9).

Program Service Accomplishments

Program 1

PAID HOSPITALIZATION AND MEDICAL BENEFITS TO OR FOR ACTIVE EMPLOYEES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $139,799,035

Investment Income $0

Other Revenue $1,685,713

TOTAL REVENUE $141,484,748

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $9,815,694

TOTAL EXPENSES $136,046,404

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,484,748	$136,252,940	+0.0%
Expenses	$136,046,404	$122,368,313	+0.1%
Net Income	$5,438,344	$13,884,627	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$141,484,748	$136,046,404	$70,598,425	$5,438,344
2022	$136,252,940	$122,368,313	$57,964,747	$13,884,627
2021	$130,161,580	$134,225,992	$46,773,933	$-4,064,412
2020	$137,181,937	$126,843,858	$52,238,314	$10,338,079
2019	$134,714,005	$131,288,058	$38,962,643	$3,425,947
2018	$135,468,971	$125,780,614	$33,858,415	$9,688,357

Active Employees MedicalDental and Life Insurance Plan(s) for Employees of AAFES Voluntary Employees' Beneficiary Association