2023-08-14T13:16:33-05:00 2022-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2022-04-01 530132450 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES RESE 2026467728 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 MAJ GEN JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 2026467758 2023-08-10 1 MAJ GEN JEFFREY E PHILLI 999009999 0 DANIEL L WEAVER P01249346 3019860600 2023-08-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAJ GEN JEFFREY E PHIL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 2999635 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. 19 18 9 140 131362 0 92287 22732 873351 379056 92434 301738 420817 184882 1478889 888408 42400 2000 0 0 737261 560609 0 0 0 987338 1103763 1766999 1666372 -288110 -777964 17907541 16706383 10675884 11147771 7231657 5558612 X SINCE 1922, THE RESERVE OFFICERS ASSOCIATION (ROA) HAS PROVIDED A VOICE FOR THE MEN AND WOMEN OF OUR NATION'S RESERVE COMPONENT WITH 40,000 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 12 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 0 1 1 1 1 0 DC X THE ORGANIZATION 2026467728 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 COL ANTHONY K ATLAS SR USA RET ARMY NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 COL PAUL L BAILEY USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 CAPT ROBERT H CARMACK USCG RET NATIONAL PRESIDENT 1.00 4.00 X X 0 0 0 LTC VINCENT A CUMMINGS USAR ARMY NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 COL JUDITH A DAVENPORT USA RET IMMEDIATE PAST PRESIDENT 1.00 4.00 X X 0 0 0 CAPT DAVID M EPSTEIN USN RET NATIONAL INTERNATIONAL PROGRAMS OFFICER 1.00 4.00 X 0 0 0 LTC BEVERLEY A HOUGHTON USA RET NATIONAL INTERNATIONAL PROGRAMS OFFICER 1.00 4.00 X 0 0 0 LCDR WILLIAM KOZLOWSKI USNR NAVAL SERVICES NATIONAL JR VICE PRESIDENT 1.00 4.00 X X 0 0 0 CDR JOHN N LEONARD USCG RET NAVAL SERVICES NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 LT COL SUSAN E LUKAS USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 COL RICHARD E NELSON III USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN UNTIL AP 1.00 4.00 X 0 0 0 COL BARBARA D ORTIZ USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 CAPT HENRY E PLIMACK USCGR RET NAVAL SERVICES NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 LTC PETER POWELL JR USAR ARMY NATIONAL EXECUTIVE COMMITTEEMAN UNTIL 10/22 1.00 4.00 X 0 0 0 CAPT ZOHE QUINTERO USAF RET AIR FORCE NATIONAL JR VICE PRESIDENT UNTIL APRIL 1.00 4.00 X X 0 0 0 LTC MCKINLEY WILLIAMS JR USA RET ARMY NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 COL SCOTT A WILLIS USMCR NAVAL SERVICES NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 CAPT SAMUEL F WRIGHT USN RET NAVAL SERVICES NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 LT COL LAYNE R WROBLEWSKI USAFR AIR FORCE NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 COL MONTI G ZIMMERMAN USA RET ARMY NATIONAL EXECUTIVE COMMITTEEMAN UNTIL 10/22 1.00 4.00 X 0 0 0 MG JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 4.00 36.00 X X 166221 0 1826 LANI BURNETT CHIEF OF STAFF 5.00 35.00 X 121818 0 2143 288039 0 3969 2 0 1 0 MILITARY NON-PROFIT CONSULTING 1540 W WARM SPRINGS RD SUITE 1000 HENDERSON NV 89014 CONSULTING 282074 CONDOR COMMUNICATIONS LLC 17521 RIDGE DR ROCKVILLE MD 208531042 AUDIO & VISUAL SERVICES 211201 2 22732 22732 MEMBER DUES 900099 243152 243152 CONVENTION AND MEETINGS 900099 76550 76550 INTERNATIONAL PROGRAMS 900099 50820 50820 RESOURCE DEVELOPMENT 900099 4750 4750 ADVERTISING 900099 3784 3784 379056 114814 114814 114905 114905 872683 179583 1099855 52005 -227172 127578 -99594 127578 -227172 1146291 959367 186924 186924 186924 BUILDING INCOME 900099 106064 106064 MISCELLANEOUS REVENUE 900099 63507 63507 169571 888408 375272 131362 359042 X 2000 127794 329666 11006 59916 32227 50100 2110 104395 16824 364059 45267 15921 44172 3419 267743 463 32570 19759 DUES AND SUBSCRIPTIONS 64766 TAXES AND LICENSES 42982 MISCELLANEOUS 29213 1666372 161636 521903 518144 28351 258376 212597 14752316 8227723 6678570 6524593 7119192 5972901 3171623 3446038 17907541 16706383 408219 581738 5228283 4996534 5039382 5569499 10675884 11147771 X 6694967 5081492 536690 477120 7231657 5558612 17907541 16706383 -777964 -940859 45778 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 314810 314810 1062156 1062156 0 12143717 5975585 6168132 1231633 1189982 41651 6524593 INSURANCE PREMIUM STABILIZATION 429635 NET RECEIVABLE FROM AFFILIATES 2961655 RIGHT-OF-USE ASSET - OPERATING 42450 RIGHT-OF-USE ASSET - FINANCE 12298 3446038 NET PAYABLE TO AFFILIATES 5514616 LEASE LIABILITY - OPERATING 42450 LEASE LIABILITY - FINANCE 12433 5569499 0 0 0 MG JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 166221 0 0 0 0 0 0 0 1826 0 168047 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED ITS FISCAL YEAR-END TO A CALENDAR YEAR-END. 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 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 188,672. CBRE 13,771. OTHER PROFESSIONAL FEES 161,616. TOP OF THE HILL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 205408316 RENTAL DC 564933 3258613 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 FMV RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND Q FMV ROA STANDING TOGETHER FOR AMERICA'S RESERVISTS FOUNDATION Q FMV HENRY J REILLY MEMORIAL LIBRARY AND SCHOLARSHIP FUND Q FMV