THE MOAA FOUNDATION

EIN: 464219250 501(c)(3) Public & Societal Benefit

ALEXANDRIA, VA

Total Revenue
$1,700,117
Total Expenses
$1,700,116
Total Assets
$816,613
Net Assets
$488,163
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
VA
Principal Officer
REGINA D CHAVIS
Phone
7038388102
Tax Period
2024-01-01 to 2024-12-31

THE MOAA FOUNDATION, founded in 2013, is a community nonprofit in the Public & Societal Benefit sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

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 Service Accomplishments

Program 1
Expenses: $622,500 Revenue: $0

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...

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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 MILITARY AND VETERAN COMMUNITIES. IN 2024, 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 EVENTS: 49 CAREER TRANSITION LECTURES, 40 FINANCE & BENEFITS LECTURES, 40 WEBINARS, AND 6 VIRTUAL CAREER FAIRS.ADDITIONALLY, THE CAREER TRANSITION TEAM ATTENDED MORE THAN 20 IN-PERSON EVENTS, WHICH INCLUDED PRESENTATIONS AT LOCAL INSTALLATIONS AND TRANSITION EVENTS HOSTED BY OUTSIDE ORGANIZATIONS.

Program 2
Expenses: $500,008 Revenue: $0

CRISIS RELIEF PROGRAM:FOLLOWING THE SUCCESSFUL COVID-19 FUND, TMF CREATED A PERMANENT CRISIS RELIEF PROGRAM TO CONTINUE HELPING THOSE IN THE MILITARY AND VETERAN COMMUNITIES AFFECTED BY NATURAL...

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CRISIS RELIEF PROGRAM:FOLLOWING THE SUCCESSFUL COVID-19 FUND, TMF CREATED A PERMANENT CRISIS RELIEF PROGRAM TO CONTINUE HELPING THOSE IN THE MILITARY AND VETERAN COMMUNITIES AFFECTED BY NATURAL DISASTERS AND CRISES. RELIEF IS THE FORM OF SMALL FINANCIAL GRANTS GIVEN FOR SEVERAL AREAS OF NEED, INCLUDING RENT, UTILITY PAYMENTS, GROCERIES, AND DAMAGED PROPERTY. THIS PROGRAM AIMS TO FILL A GAP IN SERVICE FOR THOSE WHO DO NOT HAVE A VA DISABILITY RATING AND THOSE NOT SUPPORTED BY OTHER SERVICE AGENCIES.

Program 3
Expenses: $151,459 Revenue: $0

COMMUNITY OUTREACH PROGRAM: IN 2024, ALL QUALIFYING GRANT APPLICANTS WERE APPROVED TO RECEIVED GRANT FUNDING. THE FOUNDATION WAS ABLE TO AWARD $109,630, A MEASURE OF THIS PROGRAM'S SUCCESS.

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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%)

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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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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
7

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
6
$1,669,468
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
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
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