THE MOAA FOUNDATION (EIN 464219250) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

REGINA D CHAVIS

Phone

7038388102

Tax Period

2024-01-01 to 2024-12-31

THE MOAA FOUNDATION, founded in 2013, is a small nonprofit in the Public & Societal Benefit sector that reported $848K in total revenue in fiscal year 2019. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $135K, a strong 16% operating margin.

Mission

CHARITABLE & EDUCATIONAL PROGRAMS FOR MILITARY & VETERAN FAMILIES & SURVIVING SPOUSES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,754,923

Program Service Revenue $0

Investment Income $0

Other Revenue $-54,806

TOTAL REVENUE $1,700,117

Expense Breakdown

Grants Paid $532,971

Salaries & Benefits $981,645

Fundraising Expenses $205,829

Program Expenses $1,310,270

Other Expenses $185,500

TOTAL EXPENSES $1,700,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,700,117	$1,405,758	+0.2%
Expenses	$1,700,116	$1,407,452	+0.2%
Net Income	$1	$-1,694	-1.0%

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

Employees

N/A

Volunteers

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

$1,669,468

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LT GEN BRIAN T KELLY	PRESIDENT/CEO	1.00	Officer	$0	$88,563	$623,744
COL JAMES O'BRIEN	EXECUTIVE VP/COO	1.00	Officer	$0	$24,644	$376,468
REGINA D CHAVIS	EXECUTIVE VP/CFO	1.00	Officer	$0	$19,589	$337,640
MAJ GEN JOSEPH G LYNCH	SECRETARY/ GENERAL COUNSEL	1.00	Officer	$0	$13,183	$331,616
GEN THOMAS D WALDHAUSER	CHAIR (UNTIL OCT 2024)	1.00	Officer Director	$0	$0	$0
ADM JAMES G FOGGO	CHAIR (AS OF OCT 2024)	1.00	Officer Director	$0	$0	$0
CAPT MARVIN H HEINZE	BOARD MEMBER	1.00	Director	$0	$0	$0
LTCOL RONALD J CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
GEN DAVID G PERKINS	BOARD MEMBER (AS OF OCT 2024)	1.00	Director	$0	$0	$0
CAPT EUGENE DE LARA	BOARD MEMBER (AS OF OCT 2024)	1.00	Director	$0	$0	$0
MR VAL HAWKINS	TMF BOARD MEMBER	1.00	Director	$0	$0	$0
MR DAVID KAPLAN	TMF BOARD MEMBER	1.00	Director	$0	$0	$0
RADM RICHARD A BUCHANAN	BOARD MEMBER (UNTIL OCT 2024)	1.00	Director	$0	$0	$0
VIRGINIA GAIL JOYCE	BOARD MEMBER (UNTIL OCT 2024)	1.00	Director	$0	$0	$0
MR SCOTT ESHOM	TMF BOARD MEMBER (UNTIL OCT 2024)	1.00	Director	$0	$0	$0
MS JORDAN WILHELM	TMF BOARD MEMBER (UNTIL OCT 2024)	1.00	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	$1,700,117	$1,700,116	$816,613	$1
2023	$1,405,758	$1,407,452	$1,717,914	$-1,694
2022	$1,670,276	$1,243,368	$507,600	$426,908
2021	$1,044,470	$1,169,364	$572,578	$-124,894
2020	$720,043	$715,420	$599,517	$4,623
2019	$847,967	$712,864	$648,611	$135,103

THE MOAA FOUNDATION