2023-02-10T16:57:33-06:00 2022-03-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2021-04-01 530132450 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES RESE 2023672402 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 LANI BURNETT CHIEF OF STAFF 2026467758 2023-02-08 1 LANI BURNETT 999009999 DANIEL L WEAVER P01249346 3019860600 2023-02-10 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z LANI BURNETT ONE CONSTITUTION AVE NE WASHINGTON DC 20002 3988456 0 X WWW.ROA.ORG X 1950 DC TO SUPPORT A MILITARY POLICY FOR THE UNITED STATES THAT WILL PROVIDE ADEQUATE NATIONAL SECURITY AND TO PROMOTE THE DEVELOPMENT AND EXECUTION THEREOF. 16 15 9 140 113150 0 396983 92287 877900 873351 777453 92434 223349 420817 2275685 1478889 45000 42400 0 0 789074 737261 0 0 0 712319 987338 1546393 1766999 729292 -288110 18248482 17907541 10731771 10675884 7516711 7231657 X SINCE 1922, THE RESERVE OFFICERS ASSOCIATION (ROA) HAS PROVIDED A VOICE FOR THE MEN AND WOMEN OF OUR NATION'S RESERVE COMPONENT WITH 45,000 MEMBERS SPANNING ALL 50 STATES. ROA IS A NATIONAL ORGANIZATION WITH HEADQUARTERS ON CAPITOL HILL IN WASHINGTON DC. THE RESERVE OFFICERS ASSOCIATION IS THE NATION'S ONLY ORGANIZATION EXCLUSIVELY DEDICATED TO THE SUPPORT OF THE RESERVE COMPONENTS OF ALL SEVEN SERVICES ANCHORED BY THE MOTTO, "RESERVE STRENGH RESERVE LIFE". ROA IS DEDICATED TO A LEGISLATIVE ADVOCACY AGENDA THAT ENSURES AN ADEQUATE NATIONAL SECURITY AND A STRONG RESERVE COMPONENT EQUALLY. ROA PROVIDES LIFELONG SUPPORT FOR RESERVE SERVICE MEMBERS THROUGH A ROBUST PLATFORM OF PERSONAL RESOURCES INCLUDING EDUCATION, CAREER COUNSELING, AND LEGAL SUPPORT. 0 0 PROVIDE OVERSIGHT AND MANAGEMENT OF PROPERTY TO MAINTAIN BUILDING PERFORMANCE BY FOCUSING ON OPERATIONAL EFFICIENCIES, SAFETY AND REGULATORY COMPLIANCE, AND OVERALL TENANT AND CONFERENCE FACILITY SATISFACTION. ROA'S COMMUNICATIONS EXECUTE ITS PRIMARY FUNCTION THROUGH A VARIETY OF PLATFORMS TASKED WITH RAISING AWARENESS FOR ROA'S MISSION, PROVIDING INFORMATION TO CURRENT MEMBERS, AND ENGAGING NEW CONSTITUENCIES. COMMUNICATIONS ARE VITAL PART OF ROA'S MISSION TO SUPPORT RESERVE SERVICE MEMBERS NATIONALLY THROUGH ITS IN HOUSE MAGAZINE, WEBSITE, NEWSLETTERS, ADVERTISEMENTS AND MARKETING. ROA EXECUTES ITS COMMUNICATIONS STRATEGY AS A MEANS TO GAIN TRACTION FOR CURRENT ASSOCIATION INITIATIVES, WHILE MAINTAINING A DIALOGUE REPRESENTATIVE OF THE NEEDS OF TODAY'S SERVING RESERVISTS. THE ROA NATIONAL CONVENTION IS THE BUSINESS MEETING DICTATED BY OUR CONSTITUTION AND BYLAWS FOR THE BUSINESS OF THE ASSOCIATION. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 0 1 1 1 1 0 DC X THE ORGANIZATION 2023672402 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 LT COL LAYNE R WROBLEWSKI TREASURER 1.00 4.00 X X 0 0 0 CAPT ROBERT H CARMACK NATIONAL PRESIDENT SINCE OCT 2021 1.00 4.00 X X 0 0 0 COL JUDITH A DAVENPORT IMMEDIATE PAST PRESIDENT SINCE OCT 2021 1.00 4.00 X X 0 0 0 LT COL DONALD L STOCKTON IMMEDIATE PAST PRESIDENT UNTIL OCT 2021 1.00 4.00 X X 0 0 0 COL ANTHONY K ATLAS SR ARMY NAT'L EXEC COMM SINCE OCT 2021 1.00 4.00 X 0 0 0 COL PAUL L BAILEY AIR FORCE NAT'L EXEC COMM SINCE OCT 2021 1.00 4.00 X 0 0 0 COL GREGORY K BULES AIR FORCE NAT'L EXEC COMM UNTIL OCT 2021 1.00 4.00 X 0 0 0 1ST LT ENDURETH W CULANAG ARMY NAT'L JR. VP UNTIL OCT 2021 1.00 4.00 X X 0 0 0 LTC VINCENT A CUMMINGS ARMY NAT'L VP SINCE OCT 2021 1.00 4.00 X 0 0 0 SGT MAJ ROCCO C DECAMILLO NAVAL SERVICES NAT'L EXEC UNTIL OCT 2021 1.00 4.00 X 0 0 0 SSGT APRIL HILL AIR FORCE NAT'L JR. VP UNTIL OCT 2021 1.00 4.00 X X 0 0 0 COL THOMAS H HUEG AIR FORCE NAT'L VP UNTIL OCT 2021 1.00 4.00 X X 0 0 0 LCDR WILLIAM KOZLOWSKI NAVAL SERVICES NAT'L JR. V SINCE OCT 2021 1.00 4.00 X 0 0 0 LCDR JEFFREY KRILLA NAVAL SERVICES NAT'L JR. V UNTIL OCT 2021 1.00 4.00 X X 0 0 0 CDR JOHN N LEONARD NAVAL SERVICES NAT'L EXEC SINCE OCT 2021 1.00 4.00 X 0 0 0 LT COL SUSAN E LUKAS AIR FORCE NAT'L EXEC COMM 1.00 4.00 X 0 0 0 COL RICHARD E NELSON III AIR FORCE NAT'L EXEC COMM UNTIL OCT 2021 1.00 4.00 X 0 0 0 LTC WILLIAM B PENTECOST JR ARMY NAT'L VP UNTIL OCT 2021 1.00 4.00 X X 0 0 0 CAPT HENRY E PLIMACK NAVAL SERVICES NAT'L VP SINCE OCT 2021 1.00 4.00 X 0 0 0 COL JAMES R SWEENEY II NATIONAL JUDGE ADVOCATE 1.00 4.00 X 0 0 0 LTC PETER POWELL ARMY NAT'L EXEC COMM 1.00 4.00 X 0 0 0 CAPT RICKEY D THOMAS NAVAL SERVICES NAT'L VP UNTIL OCT 2021 1.00 4.00 X X 0 0 0 MAJ JASON TOLBERT ARMY NAT'L EXEC COMM UNTIL OCT 2021 1.00 4.00 X 0 0 0 LTC MCKINLEY WILLIAMS JR ARMY NAT'L EXEC COMM SINCE OCT 2021 1.00 4.00 X 0 0 0 COL SCOTT A WILLIS NAVAL SERVICES NAT'L EXEC SINCE OCT 2021 1.00 4.00 X 0 0 0 CAPT SAMUEL F WRIGHT NAVAL SERVICES NAT'L EXEC SINCE OCT 2021 1.00 4.00 X 0 0 0 CDR JOHN G ROTHROCK NAVAL SERVICES NAT'L EXEC UNTIL OCT 2021 1.00 4.00 X 0 0 0 MG JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 4.00 36.00 X X 159177 0 18483 LANI BURNETT CHIEF OF STAFF 5.00 35.00 X 116610 0 6174 275787 0 24657 2 0 1 0 MILITARY NON-PROFIT CONSULTING 1540 W WARM SPRINGS RD SUITE 1000 HENDERSON NV 89014 CONSULTING 271775 SMITHBUCKLIN CORPORATION 2001 K STREET NW 3RD FLOOR WASHINGTON DC 20006 MANAGEMENT AND ACCOUNTING SERVICES 104392 2 92287 92287 NET PREMIUM ALLOWANCE 900099 401424 401424 MEMBER DUES 900099 345531 345531 CONVENTION AND MEETINGS 900099 47725 47725 ADVERTISING 900099 40412 40412 RESOURCE DEVELOPMENT 900099 32219 32219 6040 6040 873351 137734 137734 144152 144152 940840 104653 900724 31915 40116 72738 112854 72738 40116 1531628 1576928 -45300 -45300 -45300 BUILDING INCOME 900099 139668 139668 MISCELLANEOUS REVENUE 900099 24143 24143 163811 1478889 431515 113150 841937 X 42400 180217 371744 16229 117203 51868 13600 124110 26129 353261 27502 19617 38440 4949 247121 183 27487 44180 DUES AND SUBSCRIPTIONS 47673 TAXES AND LICENSES 13086 1766999 164660 161636 697875 518144 374558 258376 14701717 8023147 6874339 6678570 6935007 7119192 3202043 3171623 18248482 17907541 322566 408219 5538226 5228283 4870979 5039382 10731771 10675884 X 6925786 6694967 590925 536690 7516711 7231657 18248482 17907541 -288110 128224 -125168 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 314810 314810 1062156 1062156 0 12093118 5772863 6320255 1231633 1188128 43505 6678570 INSURANCE PREMIUM STABILIZATION 404327 NET RECEIVABLE FROM AFFILIATES 2767296 3171623 DEP'T SHARE - MEMBERSHIP DUES 28283 NET PAYABLE TO AFFILIATES 5011099 5039382 1 INTERNATIONAL SCHOLARSHIP & TUITION SERVICES 1321 MURFREESBORO PIKE SUITE 800 NASHVILLE TN 37217 0 42400 ROA SCHOLARSHIP PRGRAM PART I, LINE 2: ROA USES A 3RD PARTY SCHOLARSHIP COMPANY WHICH MANAGES THE ELIGIBILITY REQUIREMENTS, SELECTION CRITERIA AND PROGRAM RESPONSIBILITIES. 0 0 0 MG JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 159177 0 0 0 0 0 0 0 18483 0 177660 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ORGANIZATION GRANTS POWER TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE NATIONAL OFFICERS OF THE CORPORATION SHALL BE ELECTED AT THE ANNUAL NATIONAL CONVENTION EXCEPT FOR THE EXECUTIVE DIRECTOR. THE NATIONAL TREASURER AND THE NATIONAL PUBLIC RELATIONS OFFICER WHO SHALL BE APPOINTED BY THE NATIONAL EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT, TREASURER, AND EXECUTIVE DIRECTOR WILL REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON SCOPE OF WORK AND RESPONSIBILITIES REQUIRED OF THE POSITION, AND ARE IN ALIGNMENT WITH COMPARABLE COMPENSATION FOR SIMILAR POSITIONS WITHIN OUR GEORGRAPHICAL LOCATION. ALL DIRECTORS' COMPENSATION IS BASED ON SCOPE OF WORK AND RESPONSIBILITIES REQUIRED OF THE POSITION, AND ARE IN ALIGNMENT WITH COMPARABLE COMPENSATION FOR SIMILAR POSTIONS WITHIN OUR GEOGRAPHICAL LOCATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE TO THE PUBLIC UPON REQUEST OR ON COMPANY WEBSITE. FORM 990, PART IX, LINE 11G PUBLICATIONS AND COMMUNICATIONS 75,633. CBRE 18,362. OTHER PROFESSIONAL FEES 259,266. TOP OF THE HILL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 205408316 RENTAL DC 377883 2910551 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES DEFENSE EDUCATION FUND ONE CONSTITUTION AVE NE WASHINGTON DC 20002 521642747 EDUCATE PUBLIC OF KEY ISSUES & PROBLEMS AFFECTING NATIONAL SECURITY. DC 501(C)(3) LINE 10 0 HENRY J REILLY MEMORIAL LIBRARY & SCHOLARSHIP FUND ONE CONSTITUTION AVE NE WASHINGTON DC 20002 526056998 GRANTING EDUCATION SCHOLARSHIPS TO STUDENTS ENROLLED IN COURSES OF DC 501(C)(3) LINE 12B, II 0 RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND ONE CONSTITUTION AVE NE WASHINGTON DC 20002 521788931 PROVIDE FINANCIAL SUPPORT FOR ROA THROUGH CONTRIBUTIONS TO TRUST DC 501(C)(3) LINE 7 0 ROA STANDING TOGETHER FOR AMERICA'S RESERVISTS FOUNDATION ONE CONSTITUTION AVE NE WASHINGTON DC 20002 461374538 EDUCATE PUBLIC OF ISSUES AFFECTING AMERICA'S RESERVISTS DC 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 TOP OF THE HILL N 0 FMV RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND Q 0 FMV ROA STANDING TOGETHER FOR AMERICA'S RESERVISTS FOUNDATION Q 0 FMV HENRY J REILLY MEMORIAL LIBRARY AND SCHOLARSHIP FUND Q 0 FMV