2025-03-21T11:43:30-05:00 2024-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2023-07-01 941055967 MARINES' MEMORIAL ASSOCIATION MARI 4156736672 609 SUTTER STREET SAN FRANCISCO CA 941021081 LT GEN MICHAEL ROCCO USMC RET PRESIDENT AND CEO 4156736672 2025-02-25 1 0 MEREDITH BELL P01696827 8042822121 2025-02-25 2023 2025-03-06 01:10:19Z LT GEN MICHAEL ROCCO US 609 SUTTER STREET SAN FRANCISCO CA 941021081 11082728 0 X HTTPS://MARINESMEMORIAL.ORG X 1946 CA HONOR THE LEGACY OF MILITARY SERVICE THROUGH A LIVING MEMORIAL AND PROGRAMS THAT COMMEMORATE THE SACRIFICES OF OUR NATION'S VETERANS, EDUCATE THE PUBLIC ABOUT THOSE SACRIFICES, AND SERVE VETERANS OF ALL ERAS, CURRENTLY SERVING MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES. 18 16 119 0 3449153 0 3134909 3006466 6249347 6383913 137132 143358 699903 642595 10221291 10176332 109700 126000 0 0 7031733 7956948 531647 98400 0 4794708 4615240 12467788 12796588 -2246497 -2620256 12061304 9581631 9128677 9176686 2932627 404945 X HONOR THE LEGACY OF MILITARY SERVICE THROUGH A LIVING MEMORIAL AND PROGRAMS THAT COMMEMORATE THE SACRIFICES OF OUR NATION'S VETERANS, EDUCATE THE PUBLIC ABOUT THOSE SACRIFICES, AND SERVE VETERANS OF ALL ERAS, CURRENTLY SERVING MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES. 0 0 OUR FLAGSHIP CLUB IN SAN FRANCISCO CONTAINS A LIVING MEMORIAL THAT HONORS MEN AND WOMEN WHO HAVE PAID THE ULTIMATE SACRIFICE IN SERVICE TO OUR COUNTRY. THROUGHOUT THE HALLS OF THE MARINES' MEMORIAL, IN THE LOBBY, LIBRARY, AND RESTAURANT, VISITORS CAN VIEW ARTIFACTS, PHOTOS, AND WRITTEN PLACARDS THAT PROVIDE INFORMATION ON UNITED STATES MILITARY HISTORY AND THE BRAVE MEN AND WOMEN WHO SERVED, OR ARE STILL SERVING, IN ALL BRANCHES OF THE ARMED FORCES. THE LIVING MEMORIAL ALSO ENCOMPASSES OUR AID AND ASSIST PROGRAM THAT PROVIDES SERVICES TO ACTIVE-DUTY MILITARY, RESERVISTS, AND THOSE WHO ARE TRANSITIONING TO CIVILIAN LIFE. OUR GOLD STAR PARENTS HONOR AND REMEMBRANCE EVENT PROVIDES A SAFE AND COMPASSIONATE ENVIRONMENT WHERE FAMILIES COME TOGETHER TO COMMEMORATE THEIR LOVED ONES KILLED IN ACTION, BOND OVER THEIR SHARED GRIEF, RECEIVE SUPPORT SERVICES, COUNSELING SPECIFICALLY TO THEIR CURRENT SITUATION AND BUILD A LASTING COMMUNITY AT LITTLE TO NO COST TO THEM. WE HAVE OVER 150 PARENTS AND THEIR FAMILIES PARTICIPATING IN OUR ANNUAL EVENT. MEET THE AUTHOR, LEADING FROM THE FRONT, AND LECTURE SERIES EVENTS ARE OUR OTHER COMMEMORATIVE AND EDUCATIONAL EVENTS. OUR INAUGURAL EVENT OF THE YEAR WAS A MARINES' MEMORIAL LECTURE SERIES FEATURED A PRESENTATION BY ENGLISH JOURNALIST AND AUTHOR ALEX KERSHAW IN SEPT 2023. THIS EVENT WAS FOLLOWED BY TWO MORE LEADING FROM THE FRONT EVENTS FEATURING RETIRED NAVY CAPTAIN BRETT CROZIER AND GENERAL DAVID PETRAEUS. WE HOSTED A "MEET THE AUTHOR" EVENT WITH A PRESENTATION BY RETIRED MARINE AVIATOR ERIC BUER IN MARCH 2024, AUTHOR OF "GHOSTS OF BAGHDAD", FOLLOWED BY SEVERAL "LEADING FROM THE FRONT" SPEAKERS, FEATURING THREE PROMINENT FIGURES IN THE VETERAN COMMUNITY, FORMER MARINES: AUTHOR THOMAS BRENNAN, CYBERSECURITY AMBASSADOR NATHANIEL FICK IN APRIL 2024, AND CROSSFIT CEO DON FAUL IN MAY 2024. IN 2023, THE ASSOCIATION AWARDED MORE THAN 40 SCHOLARSHIPS TO STUDENT VETERANS AND STUDENTS FROM VETERAN FAMILIES, TOTALING MORE THAN $120,000. EACH SCHOLARSHIP WAS BETWEEN $2,500 AND $5,000 AND AWARDED TO SELECTED STUDENTS BASED ON ACADEMICS, EXTRA-CURRICULAR ACTIVITIES, AND FINANCIAL NEED. 0 1 0 0 0 0 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 25 0 1 119 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AL AR CT FL GA HI IL KS KY MD MA MN MS MO MN NH NJ NM NY NC OK PA RI SC TN UT VA WV WI X MICHAEL ALLEN 4156736672 609 SUTTER STREET SAN FRANCISCO CA 941021081 LT GEN MICHAEL ROCCO USMC RET PRESIDENT & CEO 38.00 2.00 X X 294322 0 15751 MICHAEL ALLEN GENERAL MANAGER & CFO 38.00 2.00 X X 234962 0 22485 LT GEN EDWARD HANLON JR USMC RE CHAIRMAN 2.00 0.00 X X 0 0 0 ADAM FAUL VICE CHAIRMAN 2.00 0.00 X X 0 0 0 RYAN SMITH SECRETARY 2.00 0.00 X X 0 0 0 MATTHEW J CARROLL DIRECTOR 2.00 0.00 X 0 0 0 MIKE CERRE DIRECTOR 2.00 0.00 X 0 0 0 VICE ADM MICHAEL J DUMONT USN RET DIRECTOR 2.00 0.00 X 0 0 0 CARL EBERLING DIRECTOR 2.00 0.00 X 0 0 0 J BARRIE GRAHAM USMC DIRECTOR 2.00 0.00 X 0 0 0 JAKE HARRIMAN DIRECTOR 2.00 0.00 X 0 0 0 COL WILLIAM HOOPER USMC DIRECTOR 2.00 0.00 X 0 0 0 DESIREE KOHNEN DIRECTOR 2.00 0.00 X 0 0 0 LT COL ALEXANDER MARTIN USMCR DIRECTOR 2.00 0.00 X 0 0 0 DAN MORSE DIRECTOR 2.00 0.00 X 0 0 0 KEVIN O'BRIEN DIRECTOR 2.00 0.00 X 0 0 0 LT COL THOMAS ROBERTSON USAF RET DIRECTOR 2.00 0.00 X 0 0 0 ANN WEEBY DIRECTOR 2.00 0.00 X 0 0 0 CELESTE REPSHER HUMAN RESOURCES DIRECTOR 40.00 0.00 X 200878 0 28587 CHRISTOPHER TAVUCHIS VETERANS MARKETING DIRECTOR 40.00 0.00 X 171934 0 15506 ANNE WALKER IT DIRECTOR 40.00 0.00 X 154659 0 28707 RAMIRO MALDONADO JR DEVELOPMENT DIRECTOR 40.00 0.00 X 150535 0 24468 CRISTINA ORENDAIN SALES DIRECTOR 40.00 0.00 X 144810 0 18064 1352100 0 153568 11 0 1 0 PROPARK AMERICAN WEST LLC 1910 UNION STREET SAN FRANCISCO CA 94123 PARKING SERVICES 209961 OAKVILIFE PRODUCE PARTNERS LLC PO BOX 45192 SAN FRANCISCO CA 94145 FOOD SUPPLIER 120034 ARTISTA PAINTING & DECORATING 31 WARNER COURT SAN RAFAEL CA 94901 PAINTING SERVICES 110022 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 AUDIT SERVICES 103685 CORDIA LLC DEPT CH 14402 PALATINE IL 60055 ENERGY PROVIDER 103211 5 690442 500000 1816024 103933 3006466 ROOMS 721110 4617378 1168225 3449153 CATERING 721110 1716407 1716407 PARKING 721110 50128 50128 6383913 143358 143358 84684 0 84684 84684 84684 1173447 906396 267051 267051 BANQUET REVENUE 721110 290860 290860 290860 10176332 3492671 3449153 228042 126000 570082 5252644 1558345 575877 96904 98400 8393 320727 158462 1069978 248750 1097384 267792 262128 547839 344077 PARKING EXPENSES 40252 BOD EXPENSES 20357 132197 12796588 1506130 92579 0 1041849 281411 237711 319373 42274 138696 107239 101306 104793 27002525 20327309 6955672 6675216 2743300 1276981 15416 2989 12061304 9581631 1597994 1808115 546828 638475 6601189 6303209 382666 426887 9128677 9176686 X 1284565 -1016262 1648062 1421207 2932627 404945 12061304 9581631 -2620256 92574 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 120000 120000 14524814 12698367 1826447 12357711 7628942 4728769 6675216 DEPOSITS 364674 DUE TO MMF 62213 426887 X PART III, LINE 4: IN PRIOR YEARS, THE ORGANIZATION HAS RECEIVED VARIOUS PAINTINGS, PHOTOS AND ARTIFACTS WHICH ARE DISPLAYED THROUGHOUT THE BUILDING AND ARE USED AS A PART OF THE RESTAURANT'S DECOR. PART X, LINE 2: MARINES' MEMORIAL ASSOCIATION AND ITS AFFILIATE, MARINES' MEMORIAL FOUNDATION, ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTIONS 501(C)(19) AND 501(C)(3), RESPECTIVELY. THE ASSOCIATION IS SUBJECT TO TAXATION AT REGULAR CORPORATE RATES ON INCOME UNRELATED TO ITS EXEMPT FUNCTION. THE ASSOCIATION HAS IMPLEMENTED THE GUIDANCE FOR INCOME TAXES IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 AS IT RELATES TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE TREATMENT OF THE ENTITIES' POSITION OF ACCOUNTING FOR INCOME TAXES RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE GUIDANCE ALSO PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT STANDARD FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF AN INCOME TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN THE TAX RETURN. IN ADDITION, IT PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT EVALUATED THE ENTITIES' TAX POSITIONS AND CONCLUDED THAT THE ENTITIES HAVE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024 OR 2023. WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2021. X X 1 RKD GROUP LLC 35 PARKWOOD DRIVE SUITE 160 HOPKINTON MA 01748 CONSULTING ON AND CREATES DIRECT MAIL & DIGITAL ADVERTISING 0 1485395 98400 1386995 1485395 98400 1386995 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 COLLEGE SCHOLARSHIPS 42 126000 PART I, LINE 2: VETERANS, MEMBERS AND THE CHILDREN OF MEMBERS AND/OR GRANDCHILDREN OF MEMBERS ARE ELIGIBLE TO APPLY FOR THE COLLEGE SCHOLARSHIP. THE SCHOLARSHIP WINNERS ARE SELECTED BY THE BOARD OF DIRECTORS FROM THE LIST OF APPLICANTS. THE SCHOLARSHIP CHECKS ARE PAID DIRECTLY TO THE SCHOOLS THAT THE APPLICANTS ARE ATTENDING. THE SCHOLARSHIP WINNERS ARE EVALUATED BASED ON THEIR PAST ACHIEVEMENTS SO NO PROGRESS REPORT OR OTHER MONITORING OF THE STUDENTS ARE REQUIRED. X 0 0 0 LT GEN MICHAEL ROCCO USMC RET PRESIDENT & CEO 287498 0 0 0 6824 0 14608 0 1143 0 310073 0 0 0 MICHAEL ALLEN GENERAL MANAGER & CFO 232340 0 0 0 2622 0 11607 0 10878 0 257447 0 0 0 CELESTE REPSHER HUMAN RESOURCES DIRECTOR 198518 0 0 0 2360 0 9968 0 18619 0 229465 0 0 0 CHRISTOPHER TAVUCHIS VETERANS MARKETING DIRECTOR 169789 0 0 0 2145 0 4612 0 10894 0 187440 0 0 0 ANNE WALKER IT DIRECTOR 153318 0 0 0 1341 0 0 0 28707 0 183366 0 0 0 RAMIRO MALDONADO JR DEVELOPMENT DIRECTOR 140813 0 0 0 9722 0 2818 0 21650 0 175003 0 0 0 CRISTINA ORENDAIN SALES DIRECTOR 142652 0 0 0 2158 0 7186 0 10878 0 162874 0 0 0 X 2 103933 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) INDICATES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER BEFORE A FINAL COPY IS PROVIDED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. ONCE APPROVED THE RETURN IS SUBMITTED TO THE CHIEF EXECUTIVE OFFICER FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT MONITORS EMPLOYEE COMPLIANCE. THE BOARD OF DIRECTORS IS REQUIRED TO READ AND SIGN A CERTIFICATION OF UNDERSTANDING ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES DIRECTOR IS RESPONSIBLE FOR MAKING RECOMMENDATIONS FOR EVALUATING ALL EMPLOYEES. THE COMPENSATION OF OFFICERS, DIRECTORS, AND KEY EMPLOYEES IS COMPARED WITH EXECUTIVE COMPENSATION OF SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC CAN REQUEST AND RECEIVE COPIES OF THE ARTICLES OF INCORPORATION, THE BY-LAWS, THE CONFLICT OF INTEREST POLICY, AND THE AUDITED FINANCIAL STATEMENTS FOR THE SAME PERIOD OF TIME AS SET FORTH IN THE INTERNAL REVENUE SECTION 6104(D). MARINES' MEMORIAL FOUNDATION 609 SUTTER ST SUITE 2M SAN FRANCISCO CA 94102 455261064 SERVICING VETERANS AND THEIR FAMILIES CA 501(C)(3) LINE 11 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 MARINES' MEMORIAL FOUNDATION C 500000 FMV