MMFI OPERATIONS SUMMARY


CURRENT MMFI LEADERSHIP Board of Directors ADM Walter F. Doran, USN (Ret) Lt Gen Dana T. Atkins, USAF (Ret) Maj Gen Kay C. McClain, USAF (Ret) Maj Gen Joseph G. Lynch, USAF (Ret) Col James W. O’Brien, USAF (Ret) Katherine E. Ponds Val P. Hawkins


Current Officers and Staff Lt Gen Dana T. Atkins, USAF (Ret), president and CEO Maj Gen Joseph G. Lynch, USAF (Ret), general counsel and secretary Col James W. O’Brien, USAF (Ret), treasurer Col Michael R. Turner, USAF (Ret), executive director


MMFI PROMISE TO DONORS


 MMFI operations and activities will at all times reflect the same high performance standards historically exemplified by MOAA and the MOAA Scholarship Fund, standards attrib- uted to only the finest military family support organizations within the nonprofit sector.


 Contributor personal information never will be sold or given to other charities.


 Donations will be tax-deductible to the full extent allowed by law. FINANCIAL SUMMARY


REVENUE Individual Donations


Organization Donations (unrestricted) Organization Donations (restricted) Heritage Society Donations


Realized Gain on Sale of Securities Total Donations


EXPENSES Program Grants


Operational Expenses Total Expenses


Change in Net Assets


$170,066.54 $157,191.40 $349,772.77 $181,394.95 ($55.63)


$858,370.03


$472,750.00 $305,399.83 $778,149.83 $80,220.20


Note: 2015 was the first full year of MMFI operations, with sig- nificant start-up expenses. Program grant funding should increase each year as donations increase, while operational expenses from the third year of operations forward should remain relatively stable. IRS Form 990 is available upon request. The 2016 MMFI Financial Summary will be published in Military Officer in 2017 as part of the 2016 annual report.


74 MILITARY OFFICER DECEMBER 2016 2015 MMFI


KEY ACCOMPLISHMENTS IN 2015-16 This month, the MMFI will have completed its first two full years of operations, considered the initial start-up phase of the MOAA 501(c)(3) subsidiary charitable foundation. Begin- ning in 2017, the MMFI will publish its annual report in Mili- tary Officer, covering operations for the previous year. In 2015, exceeded revenue target by 7.25 percent. 2016 revenue target already met; final results to be published in the 2016 annual report.


Welcomed 154 MOAA Life Members, three councils, and 17 chapters into the MOAA Heritage Society, a group of donors that has committed significant, unre- stricted financial support to the MMFI for five years. Supplemented by one-time, significant donations ($250 or more) from 112 distinguished contributors and almost 4,000 individual donors who joined the annual 25-in-’15 and 25-in-’16 campaigns.


Inaugurated the MOAA Military and Veteran Net- working Forum, a signature Washington, D.C., event, at the Smithsonian’s National Air and Space Mu- seum. Each year, more than 600 military and veteran family members attend this unique event to meet in- dustry professionals, hiring managers, executives, and resource specialists representing more than 50 firms.


 In 2015, MOAA received a second nationwide Sum- mit Award from the American Society of Association Executives (ASAE), this time for the MOAA Caregiver Program, an MMFI-funded career-development pro- gram. Only six ASAE member associations receive this prestigious industry-wide award each year. MOAA is one of just two members in ASAE’s history to win two Summit Awards, both for MMFI-funded military family career-development programs. (MOAA received its first in 2012 for the Career Transition Program.)


 Annually conducted approximately 70 military instal- lation financial education seminars attended by more than 8,000 military family participants.


 In 2015, held three regional military spouse seminars attended by 431 military spouse participants discussing issues critical to currently serving military spouses. (This program is under revision and will be enhanced and expanded in 2017.) Maintained a military spouse blog with more than 87,000 annual visitors, a military spouse Facebook page with approximately 5,000 “likes,” and a military spouse Twitter account with almost 4,000 followers and published a military spouse e-newsletter with approximately 14,000 subscribers. Hosted regular meetings of MOAA’s Currently Serving Spouse Advi- sory Council to obtain vital feedback from the military spouse community regarding relevant spouse issues.


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