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Usaa Employee Benefit Association Medical Acctive Lives Trust

  • San Antonio, TX
  • Tax-exempt since Feb. 1996
  • EIN: 74-2678285

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Summary charts: organization finances over time

Revenue
$18.7M (2022)

Expenses
$17.4M (2022)

Total Assets
$2.77M (2022)

Total Liabilities
$578M (2022)

Source: Form 990 tax filings from 2010 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,658,854
Expenses
$17,435,793
Net Income
$1,223,061
Net Assets
-$574,972,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,652,749
100.0%
Investment Income $6,105
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,765,145
Total Liabilities $577,737,227
Net Assets -$574,972,082
Compensation
Key Employees and Officers Compensation Related Other
Asa Waterman (Avp, Benefits) $0 $0 $0
Melissa Jackson (Avp, Treasury) $0 $0 $0
Kirby Wisian (Vp, P&C Actuary Cat Risk Mgmt) $0 $0 $0
Shawn Loftus (Svp, Life Actuary) $0 $0 $0
James Sutton (Avp, Financial Centers And Atm) $0 $0 $0
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Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,530,439
Expenses
$19,223,676
Net Income
-$693,237
Net Assets
-$791,553,814
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,530,412
100.0%
Investment Income $27
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,542,084
Total Liabilities $793,095,898
Net Assets -$791,553,814
Compensation
Key Employees and Officers Compensation Related Other
Asa Waterman (Avp, Benefits) $0 $0 $0
Melissa Jackson (Avp, Treasury) $0 $0 $0
Kirby Wisian (Vp, P&C Actuary Cat Risk Mgmt) $0 $0 $0
Shawn Loftus (Svp, Life Actuary) $0 $0 $0
James Sutton (Avp, Financial Centers And Atm) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,277,133
Expenses
$20,543,490
Net Income
$733,643
Net Assets
-$809,267,172
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,276,492
100.0%
Investment Income $641
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,235,321
Total Liabilities $811,502,493
Net Assets -$809,267,172
Compensation
Key Employees and Officers Compensation Related Other
Asa Waterman (Avp, Benefits) $0 $0 $0
Melissa Jackson (Avp, Treasury) $0 $0 $0
Kirby Wisian (Vp, P&C Actuary Cat Risk Mgmt) $0 $0 $0
Shawn Loftus (Svp, Life Actuary) $0 $0 $0
James Sutton (Avp, Financial Centers And Atm) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,382,657
Expenses
$18,196,476
Net Income
$186,181
Net Assets
-$711,438,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,377,048
100.0%
Investment Income $5,609
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,501,675
Total Liabilities $712,940,326
Net Assets -$711,438,651

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,835,716
Expenses
$16,211,014
Net Income
$624,702
Net Assets
-$619,768,675
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,833,032
100.0%
Investment Income $2,684
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,323,913
Total Liabilities $621,092,588
Net Assets -$619,768,675

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,609,339
Expenses
$31,896,469
Net Income
-$16,287,130
Net Assets
-$651,127,742
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,608,286
100.0%
Investment Income $1,053
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $897,023
Total Liabilities $652,024,765
Net Assets -$651,127,742

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,700,334
Expenses
$308,497,139
Net Income
-$5,796,805
Net Assets
-$642,686,554
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $302,466,572
99.9%
Investment Income $6,203
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $227,559
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,406,877
Total Liabilities $652,093,431
Net Assets -$642,686,554

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$386,599,148
Expenses
$382,950,109
Net Income
$3,649,039
Net Assets
-$598,388,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $386,472,012
100.0%
Investment Income $606
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $126,530
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,087,551
Total Liabilities $641,475,622
Net Assets -$598,388,071

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$349,002,861
Expenses
$348,765,131
Net Income
$237,730
Net Assets
-$952,680,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $348,827,253
99.9%
Investment Income $648
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $174,960
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,224,910
Total Liabilities $986,905,710
Net Assets -$952,680,800

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$280,074,536
Expenses
$283,140,615
Net Income
-$3,066,079
Net Assets
-$910,403,578
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $279,664,534
99.9%
Investment Income $1,852
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $408,150
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,161,215
Total Liabilities $936,564,793
Net Assets -$910,403,578

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$250,072,654
Expenses
$249,977,463
Net Income
$95,191
Net Assets
-$903,392,954
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $249,473,399
99.8%
Investment Income $27,818
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $571,437
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,772,545
Total Liabilities $931,165,499
Net Assets -$903,392,954

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$240,698,945
Expenses
$237,859,683
Net Income
$2,839,262
Net Assets
-$130,363,551
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $240,276,315
99.8%
Investment Income $2,130
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $420,500
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,871,547
Total Liabilities $158,235,098
Net Assets -$130,363,551

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,130,733
Expenses
$208,071,026
Net Income
-$940,293
Net Assets
-$35,468,406
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $206,876,610
99.9%
Investment Income $2,849
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $251,274
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,680,563
Total Liabilities $59,148,969
Net Assets -$35,468,406

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated