Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL MILITARY FAMILY ASSOCIATION
Employer identification number
52-0899384
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
3,431,861
3,771,949
10,603,034
9,038,007
11,405,210
38,250,061
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
0
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
4
Total. Add lines 1 through 3..
3,431,861
3,771,949
10,603,034
9,038,007
11,405,210
38,250,061
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
8,666,156
6
Public Support. Subtract line 5 from line 4.
29,583,905
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
3,431,861
3,771,949
10,603,034
9,038,007
11,405,210
38,250,061
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
63,961
113,083
93,298
57,326
50,193
377,861
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
0
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
18,617
18,617
11
Total support (Add lines 7 through 10).
38,646,539
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
76.550 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
86.340 %
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
10000105
Software Version:
2010v3.2
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL MILITARY FAMILY ASSOCIATION
Employer identification number
52-0899384
Identifier
Return Reference
Explanation
YOUTH INITIATIVES
THE NATIONAL MILITARY FAMILY ASSOCIATION'S OPERATION PURPLE (R) CAMP PROGRAM PROVIDES MILITARY CHILDREN WITH A TIME FOR HAVING FUN, MAKING FRIENDS, AND A REMINDER THAT THEY ARE THE NATION'S YOUNGEST HEROES. THE OPERATION PURPLE (R) PROGRAM WAS CREATED IN 2004 IN RESPONSE TO PARENTS' CALL TO "HELP US HELP OUR KIDS." THE MISSION OF OPERATION PURPLE (R) PROGRAM IS TO EMPOWER MILITARY CHILDREN AND THEIR FAMILIES TO DEVELOP AND MAINTAIN HEALTHY AND CONNECTED RELATIONSHIPS, IN SPITE OF THE CURRENT MILITARY ENVIRONMENT. WE DO THIS THROUGH A VARIETY OF MEANS, INCLUDING THE HELPING AND HOLISTIC ASPECT OF THE NATURAL WORLD. THE PROGRAM IS JOINT OR "PURPLE" IN THAT IT IS OPEN TO CHILDREN AND FAMILIES OF ACTIVE DUTY, NATIONAL GUARD OR RESERVE SERVICE MEMBERS FROM THE ARMY, NAVY, AIR FORCE, MARINE CORPS, COAST GUARD, OR THE COMMISSIONED CORPS OF THE US PUBLIC HEALTH SERVICE AND NOAA. THE OPERATION PURPLE (R) PROGRAM ALSO INCLUDES FAMILY RETREATS AT NATIONAL PARKS TO HELP FAMILIES RECONNECT AFTER THE SERVICE MEMBER RETURNS FROM DEPLOYMENT, AS WELL AS CAMPS AND FAMILY RETREATS GEARED TO ADDRESS THE NEEDS OF CHILDREN AND FAMILIES OF OUR NATIONS WOUNDED SERVICE MEMBERS.
COMMUNITY OUTREACH
WE HEAR REPEATEDLY FROM MILITARY FAMILIES THAT THEY NEED PEOPLE IN THEIR COMMUNITY TO KNOW WHAT THEY ARE GOING THROUGH. THE NATIONAL MILITARY FAMILY ASSOCIATION REACHES OUT TO CIVILIAN COMMUNITIES AND SUPPORTERS OF MILITARY FAMILIES ALIKE TO HELP THEM UNDERSTAND THE NEEDS AND STRENGTHS OF MILITARY FAMILIES IN THEIR MIDST AND GIVE THEM THE TOOLS TO SUPPORT THEM. IN 2010, WE REACHED OUT TO BOTH CIVILIAN AND MILITARY ORGANIZATIONS TO PRESENT THE FINDINGS OF A GROUND-BREAKING YEAR-LONG RESEARCH STUDY ON MILITARY CHILDREN AND SPOUSES. THE STUDY WAS CONDUCTED FOR US BY THE RAND CORPORATION TO DETERMINE HOW MILITARY KIDS COMPARE WITH CIVILIAN CHILDREN IN TERMS OF EMOTIONAL DIFFICULTIES, FAMILY RELATIONSHIPS, AND SCHOOL ENGAGEMENT. RAND EXAMINED WHAT DEPLOYMENT-RELATED ISSUES WERE MOST SIGNIFICANT FOR THE 1,500 CHILDREN AND SPOUSES STUDIED. BASELINE FINDINGS WERE PUBLISHED IN THE JANUARY ISSUE OF THE JOURNAL "PEDIATRICS." WE USED THE FINDINGS, NOT ONLY TO GUIDE OUR OWN PROGRAMS, BUT ALSO TO SHARE WITH A VARIETY OF MILITARY AND CIVILIAN EDUCATION, HEALTH CARE, AND SUPPORT ORGANIZATIONS TO ASSIST THEM IN DEVELOPING THEIR OUTREACH AND SUPPORT TO MILITARY FAMILIES. WE GATHERED MILITARY AND CIVILIAN EXPERTS IN THE AREAS OF MATERNAL AND CHILD WELL-BEING, RESILIENCE, AND FAMILY SUPPORT AT A SUMMIT TO DEVELOP RESEACH-BASED RECOMMENDATIONS ON HOW TO ADDRESS MILITARY FAMILIES' NEEDS. THE FIRST LADY PROVIDED THE SUMMIT KEYNOTE ADDRESS, EMPHASIZING THE NEED FOR BOTH GOVERNMENT AND COMMUNITY ACTION TO SUPPORT FAMILIES. OUR FAMILY AWARD PROGRAM RECOGNIZES MILITARY FAMILIES THAT EXEMPLIFY THE BEST OF MILITARY LIFESTYLE AND PROVIDE THE OPPORTUNITY TO INFORM MILITARY LEADERS AND FAMILIES ABOUT THE PROGRAMS AND INFORMATION WE MAKE AVAILABLE. WE ALSO CALL TOGETHER SENIOR MILITARY SPOUSES FROM ALL SERVICES AND COMPONENTS TO HEAR FROM THEM OF THE ISSUES AFFECTING THE FAMILIES THEY SERVE. OUR WEB SURVEYS SEEK INFORMATION FROM MILITARY FAMILIES ABOUT ISSUES IMPORTANT TO THEIR LIVES.
CIVIC INVOLVEMENT AND ADVOCACY
THE NATIONAL MILITARY FAMILY ASSOCIATION IS THE VOICE FOR MILITARY FAMILIES IN WAR AND PEACE. OUR WORK AFFECTS MILITARY FAMILIES OF TODAY AND TOMORROW. WE STUDY THE ISSUES IMPORTANT TO MILITARY FAMILIES AND SPEAK UP FOR AND REPRESENT THE NEEDS OF MILITARY FAMILIES SWIFTLY AND THOROUGHLY. WE MAKE RECOMMENDATIONS AND OFFER HELP BASED ON OUR YEARS OF PERSONAL AND PROFESSIONAL EXPERIENCE AND RESEARCH. WE EXPLAIN GOVERNMENT DECISIONS THAT AFFECT FAMILIES AND OFFER RESOURCES TO HELP THEM UNDERSTAND THE IMPACT OF THOSE DECISIONS. WE WORK WITH- AND TESTIFY BEFORE- CONGRESS TO FIGHT FOR LEGISLATION IMPORTANT TO MILITARY FAMILIES. WE BELIEVE ALL MILITARY FAMILIES DESERVE COMPREHENSIVE CHILD CARE, ACCESSIBLE HEALTH CARE, SPOUSE EMPLOYMENT OPTIONS, GREAT SCHOOLS, CARING COMMUNITIES, A SECURE RETIREMENT, AND SUPPORT FOR WIDOWS AND WIDOWERS- WE FIGHT FOR THESE INTERESTS AND MORE. WE ALSO HELP MILITARY FAMILIES RECOGNIZE THEIR POTENTIAL TO BE ADVOCATES FOR THEMSELVES AND THEIR CHILDREN. OUR VOLUNTEERS CORPS- MORE THAN 200 STRONG- WORKS IN THEIR COMMUNITIES ON BEHALF OF OUR ASSOCIATION AND MILITARY FAMILIES AND HELPS US REMAIN RESPONSIVE TO THEIR LOCAL NEEDS. WE PARTNER WITH THE ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION (AFCPE) TO SELECT MILITARY SPOUSE FELLOWSHIP RECIPIENTS TO BECOME CERTIFIED FINANCIAL COUNSELORS. THIS TRAINING PROGRAM HAS A VOLUNTEER SERVICE REQUIREMENT THAT HAS RESULTED IN INCREASED VOLUNTEER SUPPORT FOR FINANCIAL COUNSELING SERVICES IN MILITARY COMMUNITIES.
Form 990, Part VI, Line 19
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
THE GOVERNING DOCUMENTS, APPLICATION FOR EXEMPTION, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE ALSO READILY AVAILABLE ON OUR WEBSITE AND VARIOUS OTHER PUBLIC INTEREST WEBSITES.
Form 990, Part VI, Line 15b
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
A SPECIAL COMMITTEE OF THE BOARD OF GOVERNORS PERIODICALLY CONDUCTS A COMPENSATION STUDY COMPARING CURRENT JOB TITLES AND DESCRIPTIONS WITH THOSE OF SIMILAR ORGANIZATIONS, LOCAL PAY PRACTICES, FEDERAL GOVERNMENT PAY RATES, AND IN LIGHT OF ANNUAL BUDGETARY CONSTRAINTS. EACH EMPLOYEE IS ASSIGNED A GRADE AND EACH GRADE IS LINKED TO A FEDERAL GOVERNMENT PAY AND GRADE SCHEDULE USING NATIONAL RATES. JOB PERFORMANCE IS REVIEWED AND RATED ANNUALLY WITH ANNUAL PAY INCREASES LINED TO THE EMPLOYMENT COST INDEX, WHICH IS ALSO USED BY THE FEDERAL GOVERNMENT.
Form 990, Part VI, Line 12c
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
THE ASSOCIATION HAS A DETAILED CONFLICT OF INTEREST POLICY COVERING THE BOARD OF GOVERNORS. ANNUALLY A DISCLOSURE STATEMENT MUST BE FILED BY EACH GOVERNOR. THE HUMAN RESOURCES DIRECTOR MONITORS COMPLIANCE AND REMINDS GOVERNORS WHO MAY HAVE FAILED TO FILE THEIR STATEMENT. IN ADDITION, CONFLICT OF INTEREST POLICIES ARE INCLUDED IN THE PERSONNEL HANDBOOK WHICH EACH EMPLOYEE AND VOLUNTEER MUST CERTIFY HAS BEEN READ.
Form 990, Part VI, Line 11
Form 990, Part VI, Line 11: Form 990 Review Process
THE FORM 990 IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEES OF THE BOARD OF GOVERNORS, THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER, AND BY THE ENTIRE BOARD OF GOVERNORS PRIOR TO FILING.
Form 990, Part VI, Line 7a
Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
THE GENERAL MEMBERSHIP, BY BALLOT, ELECTS THE OFFICERS AND GOVERNORS. THE MEMBERSHIP IS NOTIFIED OF THE CANDIDATES ALONG WITH THE PERTINENT BIOGRAPHICAL DATA AT LEASE 30 DAYS PRIOR TO THE ELECTION DATE. ELECTION IS BY A PLURALITY OF THOSE VOTING.
Form 990, Part VI, Line 6
Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
MEMBERSHIP IN THE ASSOCIATION IS OPEN TO ALL PERSONS WHO, THROUGH THE MAKING OF A SPECIFIED CONTRIBUTION OF THE PERFORMANCE OR A SPECIFIED LEVEL OF VOLUNTEER SERVICE, EXPRESS AN INTEREST IN THE QUALITY OF LIFE OF THE FAMILIES AND MEMBERS OF THE UNIFORMED SERVICES OF THE UNITED STATES, EACH MEMBER IS ENTITLED TO ONE VOTE UPON ANY MATTER SUBMITTED TO ASSOCIATION MEMBERS FOR A VOTE.
Form 990, Part III, Line 4d
Form 990, Part III, Line 4d : Other Program Services Description
OTHER PROGRAM SERVICES 4: MILITARY SPOUSE SCHOLARSHIPS: THE NATIONAL MILITARY FAMILY ASSOCIATION RECOGNIZES THE UNIQUE CHALLENGES TODAY'S MILITARY SPOUSES FACE IN PURSUING ADDITIONAL TRAINING OR EDUCATION. FREQUENT MOVES MAKE IT DIFFICULT TO COMPLETE PROGRAMS AND ESTABLISH A CAREER. WE HELP TO EASE THE FINANCIAL OBSTACLES THAT ACCOMPANY PURSUING HIGHER EDUCATION THAT WILL LEAD TO BETTER EMPLOYMENT AND CAREER OPPORTUNITIES FOR MILITARY SPOUSES. OUR JOANNE HOLBROOK PATTON MILITARY SPOUSE SCHOLARSHIPS ARE AWARDED TO SPOUSES OF ALL UNIFORMED SERVICE MEMBERS: ACTIVE DUTY, NATIONAL GUARD AND RESERVE, AND RETIREES. WE ADMINISTER A SPECIAL SCHOLARSHIP FUND FOR SPOUSES OF THE WOUNDED, ILL, INJURED, OR FALLEN. SCHOLARSHIPS CAN BE USED FOR VOCATIONAL OR TECHNICAL PROGRAMS, ENGLISH-AS-A-SECOND-LANGUAGE (ESL) CLASSES, AND ASSOCIATES, BACHELORS, AND GRADUATE DEGREE PROGRAMS. OTHER PROGRAM SERVICES 5: CIVIC INVOLVEMENT AND ADVOCACY: THE NATIONAL MILITARY FAMILY ASSOCIATION IS THE VOICE FOR MILITARY FAMILIES IN WAR AND PEACE. OUR WORK AFFECTS MILITARY FAMILIES OF TODAY AND TOMORROW. WE STUDY THE ISSUES IMPORTANT TO MILITARY FAMILIES AND SPEAK UP FOR AND REPRESENT THE NEEDS OF MILITARY FAMILIES SWIFTLY AND THOROUGHLY. WE MAKE RECOMMENDATIONS AND OFFER HELP BASED ON OUR YEARS OF PERSONAL AND PROFESSIONAL EXPERIENCE AND RESEARCH. WE EXPLAIN GOVERNMENT DECISIONS THAT AFFECT FAMILIES AND OFFER RESOURCES TO HELP THEM UNDERSTAND THE IMPACT OF THOSE DECISIONS. WE WORK WITH- AND TESTIFY BEFORE- CONGRESS TO FIGHT FOR LEGISLATION IMPORTANT TO MILITARY FAMILIES.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.