ASSOCIATION OF MILITARY BANKS OF AMERICA

EIN: 470583461

ARLINGTON, VA

Total Revenue
$2,030,511
Total Expenses
$1,200,307
Total Assets
$10,475,182
Net Assets
$10,376,973
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
CO
Principal Officer
OMUSO GEORGE
Phone
5403473305
Tax Period
2024-01-01 to 2024-12-31

ASSOCIATION OF MILITARY BANKS OF AMERICA, founded in 1959, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 139% from the prior year, signaling strong growth momentum. The organization ran a surplus of $830K, a strong 41% operating margin.

Mission

THE ASSOCIATION OF MILITARY BANKS OF AMERICA (AMBA) IS A NOT-FOR-PROFIT TRADE ASSOCIATION THAT REPRESENTS FINANCIAL INSTITUTIONS SPECIALIZING IN PROVIDING WORLDWIDE BANKING SERVICES FOR MILITARY PERSONNEL, VETERANS, AND THEIR FAMILIES. AMBA, THROUGH ITS MEMBERS AND WITH ITS PARTNERS, IS COMMITTED TO IMPROVING THE FINANCIAL READINESS OF THE U.S. MILITARY AND VETERAN COMMUNITIES BY PROVIDING FINANCIAL PRODUCTS, SERVICES, AND EDUCATION.

Program Service Accomplishments

Program 1

IN 2024, AMBA CONTINUED ITS PARTNERSHIP WITH THE VETERANS BENEFITS ADMINISTRATION, U.S. DEPARTMENT OF VETERANS AFFAIRS, IN THE VETERANS BENEFITS BANKING PROGRAM (VBBP). VBBP IS A PROGRAM DESIGNED TO...

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IN 2024, AMBA CONTINUED ITS PARTNERSHIP WITH THE VETERANS BENEFITS ADMINISTRATION, U.S. DEPARTMENT OF VETERANS AFFAIRS, IN THE VETERANS BENEFITS BANKING PROGRAM (VBBP). VBBP IS A PROGRAM DESIGNED TO ENCOURAGE UNBANKED AND UNDERBANKED VETERANS TO OPEN BANK OR CREDIT UNION CHECKING ACCOUNTS INTO WHICH THEIR VA MONETARY BENEFITS CAN BE DEPOSITED AND MANAGED. THE PROGRAM IS INTENDED TO HELP VETERANS AVOID THE LACK OF SAFETY, RELIABILITY, AND FLEXIBILITY INHERENT IN THE ONLY OTHER WAYS THEY CAN RECEIVE THEIR GOVERNMENT BENEFITS: PREPAID DEBIT CARDS AND PAPER CHECKS. AS OF THE END OF 2024, VBBP IS CREDITED WITH "BANKING" OVER 450,000 VETERANS. WE ALSO BUILT ON THE SUCCESSFUL LAUNCH OF VETCENTS, OUR NEW INTERACTIVE FINANCIAL JOURNEY CONNECTING VETERANS WITH FINANCIAL EDUCATION AND RESOURCES TAILORED TO THEIR NEEDS. AS OF 2024, VETCENTS DREW RESPONSES FROM MORE THAN 2,100 VETERANS, SPOUSES AND BENEFICIARIES. MORE THAN HALF WERE VETERANS WHO ANSWERED QUESTIONS ABOUT THEIR FINANCES AND WENT DEEPER TO EXPLORE VETCENTS OFFERINGS. SINCE ITS INCEPTION IN 2022 AND THROUGH THE END OF 2024, VBBP ONE-ON-ONE COUNSELING SERVICES DREW NEARLY 3,000 WEB REQUESTS VIA THE VBBP WEBSITE, WITH ALMOST 1,400 COUNSELING SESSIONS COMPLETED, DELIVERING A WEALTH OF PERSONALIZED ADVICE.

Program 2

AMBA'S SOCIAL MEDIA AND DIRECT MARKETING COMMUNICATION EFFORTS CONTINUED TO ASSIST ITS MEMBERS AND NON-PROFIT ORGANIZATION PARTNERS TO EXPAND FINANCIAL EDUCATION FOR THE MILITARY AND VETERAN...

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AMBA'S SOCIAL MEDIA AND DIRECT MARKETING COMMUNICATION EFFORTS CONTINUED TO ASSIST ITS MEMBERS AND NON-PROFIT ORGANIZATION PARTNERS TO EXPAND FINANCIAL EDUCATION FOR THE MILITARY AND VETERAN COMMUNITIES THROUGH NEWSLETTERS, WEBINARS, AND SOCIAL MEDIA POSTS. IN 2024, AMBA CONTINUED TO MARKET THE HARDCOPY OF ARMED FORCES FINANCIAL GUIDE AND ENCOURAGED MEMBERS TO SUBSCRIBE TO ITS ONLINE VERSION, WHICH CAN BE ACCESSED BY BANK CUSTOMERS.

Program 3

AMBA HELD ITS ANNUAL WORKSHOP WHICH BUILT ON THE TREMENDOUSLY SUCCESSFUL WORKSHOP FROM 2023, CONTINUING OUR FOCUS ON ISSUES AND GOALS DESIGNED TO HELP OUR MEMBERS SERVE THEIR MILITARY AND VETERAN...

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AMBA HELD ITS ANNUAL WORKSHOP WHICH BUILT ON THE TREMENDOUSLY SUCCESSFUL WORKSHOP FROM 2023, CONTINUING OUR FOCUS ON ISSUES AND GOALS DESIGNED TO HELP OUR MEMBERS SERVE THEIR MILITARY AND VETERAN COMMUNITIES.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $269,419
Investment Income $1,756,961
Other Revenue $4,131
TOTAL REVENUE $2,030,511

Expense Breakdown

Grants Paid $0
Salaries & Benefits $458,614
Fundraising Expenses $0
Other Expenses $741,693
TOTAL EXPENSES $1,200,307

Year-over-Year Comparison

2024 2023 Change
Revenue $2,030,511 $849,356 +1.4%
Expenses $1,200,307 $915,622 +0.3%
Net Income $830,204 $-66,266 -13.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
3
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
5
$522,631
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL S LEAGUE CHAIRMAN 1.00
Officer Director
$0 $0 $0
STEVE BERES DIRECTOR 1.00
Director
$0 $0 $0
TIFFANY DAVIS-SCHAEFER DIRECTOR 1.00
Director
$0 $0 $0
LARRY T WILSON DIRECTOR 1.00
Director
$0 $0 $0
FRED A ALVARADO VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
W H BILL CROAK DIRECTOR 1.00
Director
$0 $0 $0
JOHN RICHARDSON DIRECTOR 1.00
Director
$0 $0 $0
TODD FOX DIRECTOR 1.00
Director
$0 $0 $0
JAMES M CARLILE DIRECTOR 1.00
Director
$0 $0 $0
LINDSEY STREETER DIRECTOR 1.00
Director
$0 $0 $0
GEOFFREY HICKMAN DIRECTOR 1.00
Director
$0 $0 $0
TOM MCLEAN DIRECTOR 1.00
Director
$0 $0 $0
SEAN PASSMORE DIRECTOR 1.00
Director
$0 $0 $0
KELLY HUGHES CHAIRMAN ELECT 1.00
Officer Director
$0 $0 $0
JILL CASTILLA DIRECTOR 1.00
Director
$0 $0 $0
STEVEN J LEPPER PRESIDENT & CEO 40.00
Officer
$313,044 $13,487 $326,531
OMUSO GEORGE PRESIDENT & CEO 40.00
Officer
$185,000 $11,100 $196,100
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
2025 No data No data No data No data
2024 $2,030,511 $1,200,307 $10,475,182 $830,204
2023 $849,356 $915,622 $9,570,508 $-66,266
2022 $991,805 $932,816 $9,615,106 $58,989
2021 $1,748,314 $746,274 $9,554,885 $1,002,040
2020 $1,280,359 $705,788 $8,552,339 $574,571
2019 $1,214,313 $858,698 $7,978,124 $355,615
2018 $1,360,709 $740,670 $7,623,136 $620,039
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