2024-08-15T14:17:33-05:00 2023-09-30 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2022-10-01 541115312 THE AFCEA EDUCATIONAL FOUNDATION AFCE 7036316166 4114 LEGATO ROAD SUITE 1000 FAIRFAX VA 22033 PATRICK J MIORIN TREASURER 7036316166 2024-08-15 1 1 DANIEL O'SHEA P00957510 3016529100 2024-08-14 2022 2024-08-08 14:25:15Z SUSAN LAWRENCE 4114 LEGATO ROAD SUITE 1000 FAIRFAX VA 22033 667220 0 X WWW.AFCEA.ORG X 1979 DC SEE PART III, LINE 1 11 11 0 11 0 0 190866 468413 101066 0 56638 70861 0 -3513 348570 535761 230747 217506 0 0 0 0 0 0 0 295413 281995 526160 499501 -177590 36260 1292812 1409897 587158 613152 705654 796745 X SEE SCHEDULE O 0 0 485308 217506 175 SCHOLARSHIPS - THE AFCEA EDUCATIONAL FOUNDATION PROVIDES EDUCATIONAL INCENTIVES, OPPORTUNITIES, AND ASSISTANCE FOR PEOPLE ENGAGED IN INFORMATIONAL MANAGEMENT, COMMUNICATIONS, AND INTELLIGENCE EFFORTS TO FOSTER EXCELLENCE IN EDUCATION, PARTICULARLY THE DISCIPLINES RELATED TO C4ISR. THE FOUNDATION SUPPORTS THE DEVELOPMENT OF ENGINEERS AND TECHNICAL PERSONNEL THROUGH AWARDS, SCHOLARSHIPS, GRANTS, AND PROFESSIONAL EDUCATIONAL PROGRAMS. 485308 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X PATRICK J MIORIN 7036316166 4114 LEGATO ROAD SUITE 1000 FAIRFAX VA 22033 ALLEN GREENE BOARD MEMBER 1.00 1.00 X 0 0 0 CAPT GLENN HERNANDEZ USCGRET BOARD MEMBER 1.00 1.00 X 0 0 0 COL KATHY SWACINA USA RET BOARD MEMBER 1.00 1.00 X 0 0 0 DR JENNIFER MILLER BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN WEST BOARD MEMBER 1.00 0.00 X 0 0 0 LUCINDA SPANEY BOARD MEMBER 1.00 0.00 X 0 0 0 NATALIE LORENZ-ANDERSON BOARD MEMBER 1.00 1.00 X 0 0 0 RADM DICK MACKE USN RET BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHANIE CHENAULT BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN MYERS BOARD MEMBER 1.00 0.00 X 0 0 0 WILLIAM S DUNAHOO BOARD MEMBER 1.00 0.00 X 0 0 0 LTG SUSAN LAWRENCE USA RET PRESIDENT 3.00 37.00 X 0 706395 34166 NANCY TEMPLE SECRETARY 10.00 30.00 X 0 210966 24355 PATRICK MIORIN TREASURER 3.00 37.00 X 0 403132 33096 0 1320493 91617 0 0 1 0 0 95720 77150 295543 468413 57038 57038 105594 91771 13823 13823 13823 36000 95720 39688 -3688 -3688 MISCELLANEOUS 900099 175 175 175 535761 175 0 67173 217506 217506 265759 265759 8490 8490 1105 999 106 4732 4732 1044 1044 865 865 499501 485308 14193 0 42016 23211 46227 38003 22518 0 1270 1270 87 0 5841 3749 2957 2092 1177737 1345321 1292812 1409897 586422 603225 736 9927 587158 613152 X -475314 0 1180968 796745 705654 796745 1292812 1409897 36260 57302 -2471 0 X X 0 0 0 X 264690 201702 224158 190866 468413 1349829 264690 201702 224158 190866 468413 1349829 539900 809929 53451 45783 45353 67235 57038 268860 75 175 250 1618939 369028 0.50030 0.40020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5841 3749 2092 2092 CHAPTER DEPOSITS 9927 9927 AFCEA GOLF TOURNAMENT 131720 95720 36000 1000 36055 2445 188 131720 95720 36000 1000 36055 2445 188 39688 -3688 1 AWARDS & PRIZES 6 1542 BRIDGEPHASE STEM MAJORS 8 59500 CHESTNUT FAMILY FDN SCHOLARSHIP 1 4000 CIENA GRANTS 12 30000 EUROPEAN STEM GRANTS 1 7100 FORTINET FEDERAL TEACHER GRANT 5 7500 GRAVELY GRANTS 7 14654 HAWAII-DONNA RUSSEL SCHOLARSHIP 1 7500 IRAQ WAR VETERANS SCHOLARSHIP 6 15000 NATIONAL DISASTER CONTINGENCY 1 2500 PAIGE GRANTS 5 9710 RALPH SHRADER SCHOLARSHIP 4 12000 ROTC EXPERIENCE TOURS 6 15000 TEACHERS SCHOLARSHIP 4 10000 PART I, LINE 2: ALL GRANT PROCEEDS ARE SEPARATELY ACCOUNTED FOR AND ARE USED FOR THE STATED PURPOSE OF THE GRANT. AGREEMENTS ARE SECURED WITH THE GRANTORS ON THE USE OF GRANT PROCEEDS. X X X X 0 0 0 0 0 0 0 0 0 LTG SUSAN LAWRENCE USA RET PRESIDENT 0 518895 0 187500 0 0 0 31059 0 3107 0 740561 0 0 PATRICK MIORIN TREASURER 0 293132 0 110000 0 0 0 17727 0 15369 0 436228 0 0 NANCY TEMPLE SECRETARY 0 182591 0 28375 0 0 0 11303 0 13052 0 235321 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE AFCEA EDUCATIONAL FOUNDATION IS A 501(C)(3) NONPROFIT ORGANIZATION DEDICATED TO PROVIDING EDUCATIONAL INCENTIVES, OPPORTUNITIES AND ASSISTANCE FOR PEOPLE ENGAGED IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM) DISCIPLINES FOCUSED ON INFORMATION TECHNOLOGY, CYBERSECURITY, TELECOMMUNICATIONS AND ELECTRONICS SUPPORTING THE DEFENSE, HOMELAND SECURITY AND INTELLIGENCE COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 3 AFCEA EDUCATIONAL FOUNDATION DOES NOT HAVE EMPLOYEES. AFCEA INTERNATIONAL PROVIDES STAFFING AND OTHER MANAGEMENT SERVICES TO THE AFCEA EDUCATIONAL FOUNDATION AND IS REIMBURSED FOR SUCH SERVICES AT COST. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF AFCEA WILL BE THE ORGANIZATION ("EF") PRESIDENT AND SERVE AS CHAIRMAN OF THE EF. ADDITIONALLY, THE PRESIDENT APPOINTS ALL DIRECTORS TO THE BOARD OF DIRECTORS. LASTLY, THE PRESIDENT IS APPOINTED BY AND CAN BE REMOVED BY THE CHAIR OF AFCEA SUBJECT TO RATIFICATION BY THE AFCEA EXEC COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE INDEPENDENT AUDITORS AND REVIEWED BY SENIOR MANAGEMENT. THE BOARD OF DIRECTORS DELEGATED THE REVIEW AND APPROVAL OF THE FORM 990 TO THE AFCEA AUDIT COMMITTEE, AN INDEPENDENT COMMITTEE THAT REPORTS TO THE BOARD OF DIRECTORS. THE DELEGATION WAS DONE FOR EFFICIENCIES IN OPERATIONS AND TO ENSURE TIMELY FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT THE BOARD MEMBER WOULD BE ASKED TO RESIGN AND/OR RECUSE THEMSELVES FROM ANY VOTE WHERE THE CONFLICT WOULD COME INTO PLAY. FORM 990, PART VI, SECTION B, LINE 15 A SEPARATE AND INDEPENDENT COMPENSATION COMMITTEE REVIEWS PERFORMANCE BASED ON PRE-DETERMINED PERFORMANCE STANDARDS. COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE AND PRESENTED TO THE INDEPENDENT EXECUTIVE COMMITTEE FOR APPROVAL. THE OVERALL COMPENSATION PACKAGE IS APPROVED BY THE BOARD ANNUALLY WITH THE OPERATING BUDGET. THIS PROCEDURE IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2: THE AUDITED 9/30/23 FINANCIAL STATEMENTS HAVE YET TO BE ISSUED AS OF THE FILING OF THE 2022 FORM 990. THIS FORM 990 HAS BEEN PREPARED USING THE BEST ESTIMATES AVAILABLE AT THE TIME, AND IF THE FINAL AUDITED FINANCIAL STATEMENTS CONTAIN MATERIAL DIFFERENCES AN AMENDED 2022 FORM 990 WILL BE FILED. AFCEA INTERNATIONAL 4114 LEGATO ROAD SUITE 1000 FAIRFAX VA 22033 530180161 MEMBER ASSOC. DC 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 AFCEA INTERNATIONAL C 77150 CASH