MILITARY OFFICERS ASSOCIATION OF AMERICA (EIN 530172821) - 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

1944

Legal Domicile

Principal Officer

REGINA D CHAVIS

Phone

7035492311

Tax Period

2024-01-01 to 2024-12-31

MILITARY OFFICERS ASSOCIATION OF AMERICA, founded in 1944, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $27.6M in total revenue in fiscal year 2018. Expenses of $25.0M left a modest 9% surplus.

Mission

TO PRESERVE AND PROTECT EARNED BENEFITS FOR OUR UNIFORMED SERVICES, VETERANS, THEIR FAMILIES, AND SURVIVING SPOUSES THROUGH ADVOCACY, LEADERSHIP, EDUCATION, AND SERVICE.

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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 $0

Program Service Revenue $10,939,719

Investment Income $8,217,050

Other Revenue $3,332,226

TOTAL REVENUE $22,488,995

Expense Breakdown

Grants Paid $477,986

Salaries & Benefits $11,976,281

Fundraising Expenses $0

Other Expenses $11,735,970

TOTAL EXPENSES $24,190,237

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,488,995	$21,286,413	+0.1%
Expenses	$24,190,237	$25,107,279	0.0%
Net Income	$-1,701,242	$-3,820,866	-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

Employees

Volunteers

111

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
THOMAS D WALDHAUSER	CHAIRMAN OF THE BOARD (AS OF 10/24)	1.00	Officer Director	$0	$0	$0
GARY L NORTH	CHAIRMAN OF THE BOARD (UNTIL 10/24)	1.00	Officer Director	$0	$0	$0
ARIC J RAUS	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY S JEWITT	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
BRUCE E KASOLD	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES W ANDERSON	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
CHARLES W SACHS	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
DAVID G PERKINS	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
DONALD F THOMPSON	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
EUGENE DE LARA	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
E FRED GREEN JR	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
FRED M MIDGETTE	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE A ALEXANDER	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
JAMES G FOGGO	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES H DIENST	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
JAMES C MURPHY	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
JEFFREY B CLARK	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
JOAN HUNTER	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
JONATHAN W BAILEY	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
KARON L UZZELL-BAGGETT	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
KATHLEEN G THORP	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
LELIA P JACKSON	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
LUCAS E BABBITT	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
LUCRETIA M MCCLENNEY	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
MARCANTONIO J MARC OLIVERI	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
MARTI J BISSELL	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
MARVIN H HEINZE	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
MARY CATHERINE GOETTER	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
MICHAEL W HEWITT	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
MYLES B CAGGINS	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY A HANN	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
PETER BAKTIS	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
PETER K KLOEBER	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD A BUCHANAN	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
ROBERT L GREENE	MOAA BOARD MEMBER (AS OF 10/24)	1.00	Director	$0	$0	$0
ROBERT P PALMER	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
ROJAN J ROBOTHAM	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
RONALD J CLARK	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT D DEITCHMAN	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
SHARRON A MACKEY	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE E DAWSON	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN A BEDARD	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN W OLIVER JR	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
STEVAN B RICHARDS	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
THEODORE J TED JANOSKO	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
THOMAS J JURKOWSKY	MOAA BOARD MEMBER (UNTIL 10/24)	1.00	Director	$0	$0	$0
VIRGINIA GAIL JOYCE	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
WG BUD SCHNEEWEIS	MOAA BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN KELLY	PRESIDENT & CEO	33.00	Officer	$535,181	$88,563	$623,744
JAMES O'BRIEN	EXECUTIVE VICE PRESIDENT AND COO	33.00	Officer	$351,824	$24,644	$376,468
JOSEPH G LYNCH	GENERAL COUNSEL AND CORPORATE SECRETARY	33.00	Officer	$318,433	$13,183	$331,616
REGINA D CHAVIS	EXECUTIVE VICE PRESIDENT AND CFO	33.00	Officer	$318,051	$19,589	$337,640
SARAH E FERRIS	CHIEF INFORMATION OFFICER	35.00	Highest	$206,564	$21,978	$228,542
AMANDA A CENTERS	VP DEVELOPMENT	35.00	Highest	$204,209	$19,669	$223,878
JAMES A CARMAN	VP COUNCIL/CHAPTER AND MEMBER SUPPORT	35.00	Highest	$205,784	$12,972	$218,756
PETER MAGNUSON	VP, COMMUNICATIONS	35.00	Highest	$194,210	$25,172	$219,382
KATHERINE E PARTAIN	VP, MEMBERSHIP & MARKETING	35.00	Highest	$190,751	$27,570	$218,321

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	$22,488,995	$24,190,237	$166,537,706	$-1,701,242
2023	$21,286,413	$25,107,279	$165,080,002	$-3,820,866
2022	$18,928,453	$24,825,051	$161,728,762	$-5,896,598
2021	$38,032,797	$22,190,833	$184,530,638	$15,841,964
2020	$29,246,344	$23,213,364	$161,494,415	$6,032,980
2019	$28,577,902	$25,717,186	$146,355,710	$2,860,716
2018	$27,645,558	$25,049,882	$130,229,869	$2,595,676

MILITARY OFFICERS ASSOCIATION OF AMERICA