2022-11-07T11:17:04-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2021-01-01 540460860 MARINE CORPS ASSOCIATION MARI 7036400101 715 BROADWAY STREET QUANTICO VA 22134 ANGELA HILLMAN DIRECTOR OF FINANCE 7036400101 2022-11-01 1 ANGELA HILLMAN XXX-XX-XXXX J ANDREW SMITH P00635175 5712279500 2022-11-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LTGEN CHARLES CHIAROTTI 715 BROADWAY STREET QUANTICO VA 22134 12032207 0 X WWW.MCA-MARINES.ORG X 1972 DC TO SUPPORT THE MARINE CORPS BY DISSEMINATING KNOWLEDGE OF MILITARY ART & SCIENCE AMONG MARINES. 19 18 126 20 470730 0 833485 3058 3858018 3500841 60643 930869 3009330 3021020 7761476 7455788 10000 25000 0 0 4192867 4526461 0 0 0 2620340 2826770 6823207 7378231 938269 77557 17504772 17818262 2894555 2576644 14610217 15241618 X THE MISSION OF THE MARINE CORPS ASSOCIATION IS TO SUPPORT THE MARINE CORPS BY DISSEMINATING KNOWLEDGE OF MILITARY ART AND SCIENCE AMONG MARINES, PROVIDE OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT FOR MARINES AND TO FOSTER THE SPIRIT AND PRESERVE THE TRADITIONS OF THE KNOWLEDGE OF MILITARY ART AND SCIENCE AMONG MARINES, PROVIDE OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT FOR MARINES AND TO FOSTER THE SPIRIT AND PRESERVE THE TRADITIONS OF THE MARINE CORPS THROUGHOUT THE MARINE CORPS FAMILY. 0 0 RETAIL OPERATIONS:SINCE THE MARINE CORPS ASSOCIATION IS THE PREMIER PROVIDER OF ALL IN-PRINT BOOKS LISTED ON THE MARINE CORPS PROFESSIONAL READING PROGRAM, IT OPERATES A RETAIL BOOK SERVICE (BOTH ONLINE AND THROUGH BRICK AND MORTAR STORES) FOR THE CONVENIENCE OF MEMBERS IN BUILDING THEIR OWN PROFESSIONAL LIBRARIES. BOOKSTORES ARE LOCATED IN CAMP LEJEUNE, NORTH CAROLINA AND WITHIN THE MARINE SHOP IN QUANTICO, VIRGINIA. IN JULY 2019 THE BOOKSTORE IN CAMP LEJUNE CLOSED. THE MAIL ORDER SERVICE IS LOCATED IN QUANTICO, VIRGINIA, IN THE MARINE CORPS ASSOCIATION HEADQUARTERS. WITH THE PURCHASE OF THE MARINE SHOP IN QUANTICO, VIRGINIA, IN JANUARY 2007, THE MARINE CORPS ASSOCIATION IS NOW ABLE TO OFFER QUALITY UNIFORMS, ACCESSORIES AND SERVICES TO ALL MARINES. THESE PRODUCTS AND SERVICES COMPLEMENT THE MARINE CORPS. PUBLICATIONS AND MEMBERSHIP:THE MARINE CORPS ASSOCIATION PRODUCES TWO MONTHLY PUBLICATIONS, THE "MARINE CORPS GAZETTE AND THE "LEATHERNECK." THE "MARINE CORPS GAZETTE'S" MISSION HAS REMAINED UNCHANGED DURING ITS 104 YEARS OF PUBLICATION: "TO PROVIDE A FORUM FOR THE EXCHANGE OF IDEAS THAT WILL ADVANCE KNOWLEDGE, INTEREST AND ESPRIT IN THE MARINE CORPS". THE "LEATHERNECK MAGAZINE" CONTINUES ITS COMMITMENT TO TELLING THE CORPS' STORY WITH ARTICLES ON ITS ILLUSTRIOUS HISTORY, CURRENT OPERATIONS AND EXERCISES, CONTINUING UPDATES ON THE ORGANIZATION AND EQUIPMENT OF MARINES, AND PLANS FOR THE FUTURE. THESE MAGAZINES ARE OFFERED AS PART OF THE BENEFITS OF MCA MEMBERSHIP. PROFESSIONAL DEVELOPMENT AND AWARDS DINNER:EACH YEAR MCA ADVANCES LEADERSHIP AND RECOGNIZES EXCELLENCE IN MARINESTHROUGH DINNERS, LUNCHEONS AND PROFESSIONAL EVENTS. THESE PROFESSIONALDEVELOPMENT OPPORTUNITIES PROMOTE CAMARADERIE AMONG MARINES AND PROVIDE THE OPPORTUNITY FOR MARINES TO LEARN LEADERSHIP AND MENTORING SKILLS, ACQUIRE ADDITIONAL KNOWLEDGE OF ONGOING OPERATIONS, AND RECEIVESTRATEGIC AND TACTICAL INFORMATION FROM HIGH PROFILE GUEST SPEAKERS.THOUGH UNABLE TO TRAVEL OUTSIDE THE NATIONAL CAPITAL REGION FOR EVENTS IN FY21 (DUE TO COVID-19 TRAVEL RESTRAINTS) MCA HOSTED 6 DINNERS, 2 LUNCHEONS AND 1 RECEPTION WITH 467 MARINES AND SAILORS IN ATTENDANCE HONORING MARINES AND/OR UNITS WITH 54 PREMIER AWARDS. 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 23 0 126 1 1 1 0 0 0 1 1 0 0 0 X 19 18 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NC VA X ANGELA HILLMAN 7036400101 715 BROADWAY STREET QUANTICO VA 22134 LTGEN WILLIAM MARK FAULKNER USMC PRESIDENT & CEO 32.00 8.00 X X 224305 39583 6987 LTGEN CHARLES CHIAROTTI USMC RET PRESIDENT & CEO 32.00 8.00 X X 113479 20026 1837 LTGEN GEORGE FLYNN USMC RET CHAIR OF THE BOARD 2.00 2.00 X X 0 0 0 JAY HOLMES VICE CHAIR OF THE BOARD 2.00 2.00 X X 0 0 0 SHERRY LINHARES SECRETARY 2.00 2.00 X X 0 0 0 BRYAN WOOD GENERAL COUNSEL 2.00 2.00 X X 0 0 0 COL TODD FORD USMC RET FINANCE COMMITTEE CHAIRMAN 2.00 2.00 X 0 0 0 CHRISTOPHER BIRD DIRECTOR 2.00 2.00 X 0 0 0 KURT CHAPMAN DIRECTOR 2.00 2.00 X 0 0 0 LTCOL CHRIS DAVIS USMC RET DIRECTOR 2.00 2.00 X 0 0 0 COL WILLIAM COSTANTINI USMC RET DIRECTOR 2.00 2.00 X 0 0 0 MR WILLIAM TIMOTHY EICHORN DIRECTOR 2.00 2.00 X 0 0 0 MR OTTO FRENZEL IV DIRECTOR 2.00 2.00 X 0 0 0 MAJGEN JON GALLINETTI USMCRRET DIRECTOR 2.00 2.00 X 0 0 0 LTCOL HENRY ALEXANDER HENEGAR III U DIRECTOR 2.00 2.00 X 0 0 0 DR SUSAN JOHNSTON PHD DIRECTOR 8.00 32.00 X 0 0 0 COL BOB LOVE USMCRRET DIRECTOR 2.00 2.00 X 0 0 0 MR MICHAEL MARTZ DIRECTOR 2.00 2.00 X 0 0 0 TIM O'HARA DIRECTOR 2.00 2.00 X 0 0 0 MR MICHAEL A STOCKER DIRECTOR 2.00 2.00 X 0 0 0 COL EMILY SWAIN USMC RET DIRECTOR 2.00 2.00 X 0 0 0 LTGEN JOHN TOOLAN USMC RET DIRECTOR 2.00 2.00 X 0 0 0 LTGEN RICHARD C ZILMER USMC RET DIRECTOR 2.00 2.00 X 0 0 0 COL STEVE ZOTTI USMC RET DIRECTOR 2.00 2.00 X 0 0 0 JOHNNA EBEL CFO, TREASURER 36.00 4.00 X 129985 14443 15552 COL MARY REINWALD USMC RET EDITOR OF LEATHERNECK MAGA 38.00 2.00 X 159258 8382 9156 COL CHRISTOPHER WOODBRIDGE USMC RET PUBLISHER AND EDITOR OF TH 36.00 4.00 X 136222 24039 9107 COL TIM MUNDY USMC RET DIRECTOR OF FOUNDATION OPE 8.00 32.00 X 28540 114156 10349 LEEANN MITCHELL DIRECTOR OF PROFESSIONAL E 38.00 2.00 X 129835 6834 15883 COL DANIEL P O'BRIEN USMC RET COO 36.00 4.00 X 113642 12627 9133 1035266 240090 78004 8 0 1 0 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 MAGAZINE PUBLISHING 392598 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 VENUE FOR PROFESSIONAL DINNERS 161743 RICOH PO BOX 827577 PHILADELPHIA PA 19182 IT SERVICES 104842 3 3058 3058 PROFESSIONAL DEVELOPMENT 900099 1380538 1380538 MEMBERSHIP DUES 900099 1333999 1333999 LEATHERNECK MAGAZINE 541800 528683 297488 231195 MARINE CORPS GAZETTE 541800 257621 18086 239535 3500841 465099 465099 123696 123696 88805 0 88805 88805 88805 1785726 13615 1311428 22143 474298 -8528 465770 465770 6027941 3242848 2785093 2785093 OTHER REVENUE 900099 23426 23426 23426 7455788 5815204 470730 1166796 25000 489339 3457196 136507 143131 300288 60900 57772 134824 131426 364121 159441 2194 65549 24916 279930 5829 321878 74298 PUBLICATION EXPENSE 894002 BANK & CREDIT CARD FEES 148698 REPLACEMENT/LOST/DAMAGE 59082 TAXES AND LICENSES 26737 15173 7378231 291653 495910 1490168 1071212 467380 201314 2237643 2175808 106339 125891 10018386 7395567 2900366 2622819 9931061 11060516 40000 40162 64792 17504772 17818262 842451 717833 1934926 1781033 117178 77778 2894555 2576644 X 14327944 15038206 282273 203412 14610217 15241618 17504772 17818262 77557 553844 0 X 0 1 X 1 0 55100 55100 55100 55100 55100 2770 2770 55100 55100 5425 5425 55100 55100 6671 6671 55100 1.00000 0 0 106000 106000 8807576 6484996 2322580 1079810 885571 194239 25000 25000 0 2622819 X 11197646 553844 553844 10643802 57772 -3245786 -3188014 7455788 10566245 3245786 3245786 7320459 57772 57772 7378231 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO GENERATE EARNINGS TO SUPPORT WRITING AND ACADEMIC AWARDS GIVEN TO MARINES. WRITING AWARDS ARE GIVEN TO MARINES FOR ESSAY CONTESTS IN THE FOLLOWING AREAS: LEADERSHIP, COMBAT INNOVATION, STATE OF THE CORPS AND BOLDNESS AND DARING. ACADEMIC AWARDS ARE GIVEN FROM THESE FUNDS TO THE GRADUATES OF OFFICER CANDIDATE SCHOOL AND THE BASIC SCHOOL WITH THE HIGHEST ACADEMIC AVERAGES. PART X, LINE 2: MARINE CORPS ASSOCIATION IS TAX-EXEMPT BUT IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS ACTIVITIES. MCA HAS ADOPTED THE GUIDANCE ON THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAD NO IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILE AS A TAX-EXEMPT ORGANIZATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -3,242,848. DISPOSALS -8,528. MISCELLANEOUS OTHER INCOME 5,590. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,242,848. DISPOSALS 8,528. MISCELLANEOUS OTHER INCOME -5,590. 1 MARINE CORPS ASSOCIATION FOUNDATION 715 BROADWAY STREET QUANTICO VA 22134 800340923 501(C)(3) 25000 0 N/A N/A FUND CHARITY 1 0 PART I, LINE 2: THE GRANT IS TO A RELATED 501(C)(3) ORGANIZATION TO SUPPORT ITS OPERATIONS. X X X X 0 0 0 LTGEN WILLIAM MARK FAULKNER USMC PRESIDENT & CEO 198356 35004 25500 4500 449 79 4604 813 1405 165 230314 40561 0 0 COL MARY REINWALD USMC RET EDITOR OF LEATHERNECK MAGA 148997 7842 9785 515 476 25 7137 376 1561 82 167956 8840 0 0 COL CHRISTOPHER WOODBRIDGE USMC RET PUBLISHER AND EDITOR OF TH 127075 22425 8755 1545 392 69 6342 1119 1399 247 143963 25405 0 0 JOHNNA EBEL CFO, TREASURER 129338 14371 270 30 377 42 6581 731 7416 824 143982 15998 0 0 COL TIM MUNDY USMC RET DIRECTOR OF FOUNDATION OPE 26801 107202 1660 6640 79 314 1347 5387 723 2892 30610 122435 0 0 LEEANN MITCHELL DIRECTOR OF PROFESSIONAL E 121253 6382 8039 423 543 29 5796 305 9293 489 144924 7628 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF GOVERNORS WILL ESTABLISH STANDING COMMITTEES DEEMED APPROPRIATE TO IMPROVE THE EFFECTIVENESS AND EFFICIENCY OF THE ASSOCIATION AND BY RESOLUTION ADOPTED BY A MAJORITY OF THE ENTIRE BOARD, SHALL APPOINT AS STANDING COMMITTEES FROM AMONG THE GOVERNORS AN EXECUTIVE COMMITTEE, A GOVERNANCE & NOMINATING COMMITTEE AND AN AUDIT & INVESTMENT COMMITTEE. IN ADDITION, IN ITS SOLE DISCRETION, THE BOARD MAY APPOINT FROM AMONG THE MEMBERS AND GOVERNORS ONE OR MORE OTHER COMMITTEES, EACH OF WHICH SHALL HAVE TWO (2) OR MORE COMMITTEE MEMBERS INCLUDING AT LEAST ONE GOVERNOR. THE NUMBER OF GOVERNORS TO BE APPOINTED TO THE EXECUTIVE COMMITTEE SHALL NOT EXCEED SEVEN AND SHALL INCLUDE THE CHAIRMAN, THE VICE CHAIRMAN, THE PRESIDENT, AND THE CHAIR OF EACH OF THE OTHER STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE FULL AUTHORITY OF THE BOARD OF GOVERNORS IN THE MANAGEMENT OF THE ASSOCIATION. ALL OTHER COMMITTEES, TO THE EXTENT PROVIDED IN THEIR RESPECTIVE ENABLING RESOLUTIONS AND NOT RESTRICTED BY LAW, SHALL HAVE AND EXERCISE SUCH AUTHORITY AS THE BOARD OF GOVERNORS SHALL PRESCRIBE IN THE MANAGEMENT OF THE ASSOCIATION. THE DESIGNATION OF ANY COMMITTEE, WHETHER UNDER THESE BYLAWS OR BY RESOLUTION ADOPTED BY THE BOARD, AND THE DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO RELIEVE THE BOARD OF GOVERNORS, OR ANY INDIVIDUAL GOVERNOR, OF ANY RESPONSIBILITY IMPOSED ON IT, HIM, OR HER BY LAW. FORM 990, PART VI, SECTION A, LINE 6 AS THE PROFESSIONAL ASSOCIATION OF MARINES, THE ORGANIZATION HAS A LARGE NUMBER OF MEMBERS WHO JOIN TO PROMOTE THE ASSOCIATION'S MISSION, RECEIVE THE MAGAZINES PUBLISHED BY THE ASSOCIATION, ATTEND EVENTS AND RECEIVE OTHER BENEFITS ASSOCIATED WITH BEING A MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION'S CHIEF EXECUTIVE OFFICER (CEO), CHIEF OPERATING OFFICER (COO), CHIEF FINANCIAL OFFICER (CFO) AND FINANCE COMMITTEE WILL REVIEW THE DRAFT FORM 990 BEFORE IT IS FILED. THEY WILL REVIEW THE 990 AND RETURN ANY COMMENTS TO THE CFO. AN ELECTRONIC COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. THE STATEMENT REQUIRES DISCLOSURE OF ALL PROFESSIONAL, BUSINESS AND/OR VOLUNTEER POSITIONS THAT MAY GIVE RISE TO CONFLICTS WITH THEIR POSITION ON THE BOARD. IT ALSO REQUIRES DISCLOSURE OF ALL INSTANCES IN WHICH A BOARD MEMBER MAY BE A VENDOR, EMPLOYED OR CONSULTING WITH A VENDOR TO THE ASSOCIATION. ANY POSSIBLE CONFLICTS THAT ARE DISCLOSED ARE REVIEWED BY COUNSEL. IN ADDITION, THE ASSOCIATION HAS A CONFLICT OF INTEREST POLICY IN ITS HANDBOOK WHICH IS DISTRIBUTED TO ALL EMPLOYEES. EMPLOYEES ACKNOWLEDGE THEY HAVE READ AND AGREE TO ADHERE TO THE POLICIES ON A FORM. THE CONFLICT OF INTEREST POLICY IS EXPLAINED IN THE HANDBOOK WITH SPECIFIC INSTRUCTIONS ON HOW TO REPORT AN ACTUAL OR POTENTIAL CONFLICT. SUPERVISORS ARE NOTIFIED AND THE CHIEF OPERATING OFFICER EVALUATES THESE REPORTS AND INSTRUCTS THE EMPLOYEE AS TO THE PROPER COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS DETERMINED AND REVIEWED BY THE BOARD USING MARKET COMPARISONS AND INDIVIDUAL SKILLS SETS BROUGHT TO THE ORGANIZATION. THIS PROCESS WAS MOST RECENTLY FOLLOWED IN 2021. IN 2021, A COMPENSATION STUDY WAS PERFORMED USING DATA FROM WITHIN THIS LOCALITY ALIGNING TO SIMILAR FUNCTION AND RESPONSIBILITY WITHIN COMPARABLE ORGANIZATIONS. COMPENSATION OF VP'S WAS REVIEWED AND ADJUSTED, IF NECESSARY, BY CEO, WHILE OTHER POSITIONS WERE REVIEWED AND DECIDED BY CEO AND VP'S COLLECTIVELY TO STANDARDIZE RESPONSIBILITY AND PAY ACROSS THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MARINE CORPS ASSOCIATION FOUNDATION 715 BROADWAY STREET QUANTICO VA 22134 800340923 TO SUPPORT THE MARINE CORPS DC 501(C)(3) LINE 7 MARINE CORPS ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MARINE CORPS ASSOCIATION FOUNDATION O 505533 BOOK VALUE