2020-02-07T07:02:33-06:00 2019-03-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2018-04-01 530132450 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES RESE 2023672402 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 2026467701 2020-01-31 1 DANIEL L WEAVER P01249346 3019860600 2020-01-31 2018 2022-09-23 18:48:47Z JEFFREY E PHILLIPS ONE CONSTITUTION AVE NE WASHINGTON DC 20002 6082112 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. 17 17 7 90 224447 -985 150488 50714 1111575 1243472 11015 155987 577330 540262 1850408 1990435 25000 50000 0 0 685042 621490 0 0 0 796947 792819 1506989 1464309 343419 526126 16812578 17464588 11203419 11278818 5609159 6185770 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 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 1 1 1 0 0 1 21 0 1 7 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 2024792200 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 COL DONALD L STOCKTON NATIONAL PRESIDENT 1.00 4.00 X X 0 0 0 COL JUDI A DAVENPORT NATIONAL PRESIDENT ELECT 1.00 4.00 X X 0 0 0 COL JAMES R SWEENEY IMMEDIATE PAST PRESIDENT 1.00 4.00 X X 0 0 0 LTC TERRENCE J BENSHOOF NATIONAL JUDGE ADVOCATE 1.00 4.00 X 0 0 0 COL W ROBIN PFEIL TREASURER 1.00 4.00 X X 0 0 0 LTC BEVERLEY A HOUGHTON ARMY NAT'L VP 1.00 4.00 X X 0 0 0 MAJ JASON TOLBERT ARMY NAT'L JR. VP 1.00 4.00 X X 0 0 0 LTC WILLIAM B PENTECOST JR ARMY NAT'L EXEC COMM 1.00 4.00 X 0 0 0 COL STANLEY G REMER ARMY NAT'L EXEC COMM 1.00 4.00 X 0 0 0 MG MARGARET C WILMOTH ARMY NAT'L EXEC COMM 1.00 4.00 X 0 0 0 CAPT ROBERT H CARMACK NAVAL SERVICES NAT'L VP 1.00 4.00 X X 0 0 0 CWO2 CYNTHIA E OLIVER NAVAL SERVICES NAT'L JR. V 1.00 4.00 X X 0 0 0 CWO4 DALE J ANDERSON NAVAL SERVICES NAT'L EXEC 1.00 4.00 X 0 0 0 LT COL H ALEXANDER HENEGAR III NAVAL SERVICES NAT'L EXEC 1.00 4.00 X 0 0 0 CAPT PAUL F KEANE NAVAL SERVICES NAT'L EXEC 1.00 4.00 X 0 0 0 CMSGT SHANE P SMITH 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 BRENDA B GARDNER AIR FORCE NAT'L EXEC COMM 1.00 4.00 X 0 0 0 LT COL RICHARD B STEPHENS JR AIR FORCE NAT'L EXEC COMM 1.00 4.00 X 0 0 0 LT COL LAYNE R WROBLEWSKI AIR FORCE NAT'L EXEC COMM 1.00 4.00 X 0 0 0 MG JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 24.00 16.00 X X 152125 0 16928 LANI BURNETT CHIEF OF STAFF 20.00 20.00 X 119038 0 8809 271163 0 25737 2 0 1 0 CONDOR COMMUNICATIONS 17521 RIDGE ROAD ROCKVILLE MD 20853 MANAGEMENT OF MEETING SPACE 241910 MILITARY NON-PROFIT CONSULTING 1540 W WARM SPRINGS RD SUITE 1000 HENDERSON NV 89014 CONSULTING 163555 SMITHBUCKLIN CORPORATION 2025 M STREETNW SUITE 800 WASHINGTON DC 20036 MANAGEMENT AND ACCOUNTING SERVICES 106118 3 50714 50714 NET PREMIUM ALLOWANCE 900099 558731 558731 MEMBER DUES 900099 444084 444084 AFFINITY PROGRAMS 900099 77249 77249 RESOURCE DEVELOPMENT 900099 62372 62372 CONVENTION AND MEETINGS 900099 49305 49305 51731 51731 1243472 185425 185425 227536 227536 1125699 350768 1170748 126321 -45049 224447 179398 224447 -45049 2765170 2794608 -29438 -29438 -29438 BUILDING INCOME 900099 68578 68578 MISCELLANEOUS REVENUE 900099 64750 64750 133328 1990435 684741 224447 1030533 X 50000 170146 358370 11272 40916 40786 6900 1606 130729 17168 178878 810 25719 58860 38354 25794 141824 3027 29849 40239 SEMINAR AND PROFESSION 34724 ACTUARIAL STUDY 27000 TAXES AND LICENSES 23374 MISCELLANEOUS 3663 4301 1464309 569142 727628 264534 177750 495399 513191 14403660 7180149 7420146 7223511 5809276 6113867 2254081 2708641 16812578 17464588 159456 108967 6771526 6303375 4272437 4866476 11203419 11278818 X 4891134 5528193 718025 657577 5609159 6185770 16812578 17464588 526126 50485 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 314810 314810 1062156 1032061 30095 11795061 4969522 6825539 1231633 1178566 53067 7223511 457(B) PLAN ASSETS 31516 INSURANCE PREMIUM STABILIZATION 606396 NET RECEIVABLE FROM AFFILIATES 2070729 2708641 SECURITY DEPOSIT LIABILITY 800 DEP'T SHARE - MEMBERSHIP DUES 60027 DEFERRED COMPENSATION 31516 NET PAYABLE TO AFFILIATES 4774133 4866476 X PART X, LINE 2: ROA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(19) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, CERTAIN ACTIVITY OF ROA IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS EXEMPT STATUS. ADDITIONALLY, MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE ORGANIZATION AS OF MARCH 31, 2019. 1 INTERNATIONAL SCHOLARSHIP & TUITION SERVICES 1321 MURFREESBORO PIKE SUITE 800 NASHVILLE TN 37217 50000 ROA SCHOLARSHIP PRGRAM 1 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 152125 0 0 0 0 0 0 0 16928 0 169053 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 PAYROLL PROCESSING 7,516. LEGISLATIVE DIRECTOR 81,000. FUNDRAISING FIRM 72,000. CBRE 18,362. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TOP OF THE HILL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 205408316 RENTAL DC 840900 2386954 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