2022-05-02T13:14:00-05:00 2021-03-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2020-04-01 530132450 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES RESE 2023672402 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 LANI BURNETT CHIEF OF STAFF 2026467758 2022-04-26 1 LANI BURNETT 999009999 DANIEL L WEAVER P01249346 3019860600 2022-04-26 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LANI BURNETT ONE CONSTITUTION AVE NE WASHINGTON DC 20002 8862923 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. 20 19 9 136 34332 0 33864 396983 1271791 877900 516337 777453 490923 223349 2312915 2275685 55000 45000 0 0 715833 789074 13389 0 0 796642 712319 1580864 1546393 732051 729292 17557745 18248482 11335430 10731771 6222315 7516711 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 18 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 X 20 19 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 COL JUDITH A DAVENPORT NATIONAL PRESIDENT 1.00 4.00 X X 0 0 0 LT COL DONALD L STOCKTON IMMEDIATE PAST PRESIDENT 1.00 4.00 X X 0 0 0 CAPT ROBERT H CARMACK NATIONAL PRESIDENT ELECT 1.00 4.00 X X 0 0 0 LT COL LAYNE R WROBLEWSKI TREASURER 1.00 4.00 X X 0 0 0 LTC WILLIAM B PENTECOST JR ARMY NAT'L VP 1.00 4.00 X X 0 0 0 1ST LT ENDURETH W CULANAG ARMY NAT'L JR. VP 1.00 4.00 X X 0 0 0 LTC VINCENT A CUMMINGS ARMY NAT'L EXEC COMM 1.00 4.00 X 0 0 0 LTC PETER POWELL ARMY NAT'L EXEC COMM 1.00 4.00 X 0 0 0 MAJ JASON TOLBERT ARMY NAT'L EXEC COMM 1.00 4.00 X 0 0 0 CAPT RICKEY D THOMAS NAVAL SERVICES NAT'L VP 1.00 4.00 X X 0 0 0 LCDR JEFFREY KRILLA NAVAL SERVICES NAT'L JR. VP 1.00 4.00 X X 0 0 0 SGT MAJ ROCCO C DECAMILLO NAVAL SERVICES NAT'L EXEC 1.00 4.00 X 0 0 0 CAPT HENRY E PLIMACK NAVAL SERVICES NAT'L EXEC 1.00 4.00 X 0 0 0 CDR JOHN G ROTHROCK NAVAL SERVICES NAT'L EXEC 1.00 4.00 X 0 0 0 COL THOMAS H HUEG AIR FORCE NAT'L VP 1.00 4.00 X X 0 0 0 SSGT APRIL HILL AIR FORCE NAT'L JR. VP 1.00 4.00 X X 0 0 0 COL GREGORY K BULES AIR FORCE NAT'L EXEC COMM 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 1.00 4.00 X 0 0 0 COL JAMES R SWEENEY II NATIONAL JUDGE ADVOCATE 1.00 4.00 X 0 0 0 MG MARGARET C WILMOTH ARMY NAT'L EXEC COMM THRU 10/31/2020 1.00 4.00 X 0 0 0 CAPT PAUL F KEANE NAVAL SERVICES NAT'L EXEC THRU 10/31/2020 1.00 4.00 X 0 0 0 LT COL RICHARD B STEPHENS JR AIR FORCE NAT'L EXEC COMM THRU 10/31/2020 1.00 4.00 X 0 0 0 LTC TERRENCE J BENSHOOF NATIONAL JUDGE ADVOCATE THRU 10/31/2020 1.00 4.00 X 0 0 0 MG JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 4.00 36.00 X X 158207 0 18168 LANI BURNETT CHIEF OF STAFF 5.00 35.00 X 117843 0 6936 276050 0 25104 2 0 1 0 MILITARY NON-PROFIT CONSULTING 1540 W WARM SPRINGS RD SUITE 1000 HENDERSON NV 89014 CONSULTING 329600 CONDOR COMMUNICATIONS 17521 RIDGE ROAD ROCKVILLE MD 20853 MANAGEMENT OF MEETING SPACE 131153 SMITHBUCKLIN CORPORATION 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 MANAGEMENT AND ACCOUNTING SERVICES 103000 3 396983 396983 NET PREMIUM ALLOWANCE 900099 402155 402155 MEMBER DUES 900099 365025 365025 ADVERTISING 900099 50196 50196 RESOURCE DEVELOPMENT 900099 42799 42799 CONVENTION AND MEETINGS 900099 17725 17725 877900 131084 131084 195213 195213 726930 1741 910809 17605 -183879 -15864 -199743 -15864 -183879 6305193 5658824 646369 646369 646369 BUILDING INCOME 900099 185302 185302 MISCELLANEOUS REVENUE 900099 42577 42577 227879 2275685 425549 34332 1418821 X 45000 181867 478969 12322 70491 45425 6900 1059 144431 22537 275377 29585 15658 25134 650 80739 2787 27740 32214 TAXES AND LICENSES 24914 DUES AND SUBSCRIPTIONS 16157 MISCELLANEOUS 6437 1546393 418079 164660 310159 697875 424841 374558 14625284 7750945 7141942 6874339 6087974 6935007 3174750 3202043 17557745 18248482 238187 322566 5971843 5538226 5125400 4870979 11335430 10731771 X 5631390 6925786 590925 590925 6222315 7516711 17557745 18248482 729292 565104 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 314810 314810 1062156 1062156 0 12016685 5503372 6513313 1231633 1185417 46216 6874339 INSURANCE PREMIUM STABILIZATION 554811 NET RECEIVABLE FROM AFFILIATES 2647232 3202043 SECURITY DEPOSIT LIABILITY 800 DEP'T SHARE - MEMBERSHIP DUES 23298 NET PAYABLE TO AFFILIATES 4846881 4870979 1 INTERNATIONAL SCHOLARSHIP & TUITION SERVICES 1321 MURFREESBORO PIKE SUITE 800 NASHVILLE TN 37217 45000 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 158207 0 0 0 0 0 0 0 18168 0 176375 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. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST REVIEWED IN JULY 2017. 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 177,323. CBRE 18,362. OTHER PROFESSIONAL FEES 79,692. TOP OF THE HILL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 205408316 RENTAL DC 61061 2667722 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 11 0 HENRY J REILLY SCHOLARSHIP ONE CONSTITUTION AVE NE WASHINGTON DC 20002 526056998 GRANTING EDUCATION SCHOLARSHIPS TO STUDENTS ENROLLED IN COURSES OF DC 501(C)(3) LINE 12C, III-FI 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