2019-09-27T07:11:27-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-01-01 540460860 MARINE CORPS ASSOCIATION MARI 7036400165 715 BROADWAY STREET QUANTICO VA 22134 JOHNNA EBEL CHIEF FINANCIAL OFFICER 7036400165 2019-09-23 1 NATHANIEL BARTHOLOMEW P00007511 5712279500 67.137.57.251 2019-09-23 12:40:29 ED P 0514B758026FFB4303D1E4DFF3C58ED2768E19CE 80B027288EC83AAE93F4592828FABEDDDA1C7FE4 2018 2019-02-21 02:37:17Z WILLIAM MARK FAULKNER 715 BROADWAY STREET QUANTICO VA 22134 15102572 0 X WWW.MCA-MARINES.ORG X 1972 DC TO SUPPORT THE MARINE CORPS BY DISSEMINATING KNOWLEDGE OF MILITARY ART & SCIENCE AMONG MARINES. 15 14 131 98 341316 -23259 415368 525975 3459586 3530401 532507 414333 3928941 3820574 8336402 8291283 75000 125000 0 0 4773020 4636934 0 0 0 3463895 3591097 8311915 8353031 24487 -61748 16448575 15303302 3723909 3752794 12724666 11550508 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. 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 100 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 MARINES THROUGH DINNERS, LUNCHEONS AND PROFESSIONAL EVENTS. THESE PROFESSIONAL DEVELOPMENT OPPORTUNITIES PROMOTE CAMARADERIE AMONG MARINES AND PROVIDE THE OPPORTUNITY FOR MARINES TO LEARN LEADERSHIP AND MENTORING SKILLS, ACQUIRE ADDITIONAL KNOWLEDGE OF ONGOING OPERATIONS, AND RECEIVE STRATEGIC AND TACTICAL INFORMATION FROM HIGH PROFILE GUEST SPEAKERS. IN 2018 MCA HOSTED 15 DINNERS AND TWO RECEPTIONS WITH OVER 1900 MARINES IN ATTENDANCE HONORING 44 MARINES WITH PREMIER AWARDS. PROGRAM SERVICE ACCOMPLISHMENTS:ASSOCIATION'S OTHER PROFESSIONAL OFFERINGS AND ENABLE MARINE CORPSASSOCIATION TO BETTER SERVE ALL MARINES' NEEDS. 0 1 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 0 1 11 0 131 1 1 1 0 0 0 1 1 0 0 0 X 15 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NC VA X JOHNNA EBEL 7036400165 715 BROADWAY STREET QUANTICO VA 22134 MAJGEN EUGENE PAYNE USMC RET CHAIRMAN OF THE BOARD 2.00 2.00 X X 0 0 0 LTGEN GEORGE FLYNN USMC RET DIRECTOR 2.00 2.00 X 0 0 0 MAJGEN JAMES KESSLER USMC RET DIRECTOR 2.00 2.00 X 0 0 0 MAJGEN JON GALLINETTI USMCRRET DIRECTOR 2.00 2.00 X 0 0 0 BGEN JOSEPH COMPOSTO USMC RET DIRECTOR 2.00 2.00 X 0 0 0 COL JOHN LOWRY USMCRRET DIRECTOR (UNTIL 07/2018) 2.00 2.00 X 0 0 0 COL STEVE ZOTTI 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 LTCOL BRIAN GRANA USMC RET DIRECTOR 2.00 2.00 X 0 0 0 LTCOL WENDY GARRITY DIRECTOR 2.00 2.00 X 0 0 0 SGTMAJ ALFORD MCMICHAEL USMC RET DIRECTOR 2.00 2.00 X 0 0 0 SGTMAJ KIM DAVIS USMC RET DIRECTOR 2.00 2.00 X 0 0 0 BURTON SACK DIRECTOR 2.00 2.00 X 0 0 0 JAY HOLMES DIRECTOR 2.00 2.00 X 0 0 0 MICHAEL MARTZ DIRECTOR 2.00 2.00 X 0 0 0 THOMAS CORZINE DIRECTOR (UNTIL 02/2018) 2.00 2.00 X 0 0 0 THOMAS NUNEMAKER DIRECTOR (UNTIL 02/2018) 2.00 2.00 X 0 0 0 LTGEN WILLIAM MARK FAULKNER USMC PRESIDENT & CHIEF EXECUTIVE OFFICER 32.00 8.00 X X 232023 40945 31378 COL DANIEL P O'BRIEN USMC RET CHIEF OPERATING OFFICER 36.00 4.00 X 175574 19507 12487 JOHNNA EBEL CHIEF FINANCIAL OFFICER 36.00 4.00 X 121049 13450 17615 COL MARY REINWALD USMC RET EDITOR OF LEATHERNECK MAGAZINE AND DIRECTOR OF STR 40.00 X 147568 0 8739 COL CHRISTOPHER WOODBRIDGE USMC RET PUBLISHER AND EDITOR OF THE GAZETTE 36.00 4.00 X 120193 13355 7963 LYNN KHANNA DIRECTOR OF RETAIL 40.00 X 105033 0 22902 LEEANN MITCHELL DIRECTOR OF PROFESSIONAL EVENTS 34.00 6.00 X 106656 5614 14017 COL TIM MUNDY USMC RET DIRECTOR OF FOUNDATION OPERATIONS 32.00 8.00 X 24652 98607 7966 1032748 191478 123067 7 0 1 0 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 40233 MAGAZINE PUBLISHING 453911 MARRIOTT BUSINESS SERVICES PO BOX 402841 ATLANTA GA 30384 VENUE FOR PROFESSIONAL DINNER 250704 NIMBLEUSER TECHNOLOGY FOR INNOVATORS 1100 PITTSFORD VICTOR RD PITTSFORD NY 14534 AMS LICENSES & SUPPORT 164575 UNLEASHED TECHNOLOGIES LLC 8825 STANFORD BLVD STE 105 COLUMBIA MD 21045 WEBSITE DESIGN AND SUPPORT 137393 CLIFTON LARSON ALLEN LLP 901 NORTH GLEBE RD STE 200 ARLINGTON VA 22203 AUDIT SERVICES & SOFTWARE LICENSES AND I 110902 6 525975 525975 MEMBERSHIP DUES 900099 1940642 1940642 PROFESSIONAL DEVELOPMENT 900099 927460 927460 LEATHERNECK MAGAZINE 541800 487263 301017 186246 MARINE CORPS GAZETTE 541800 175036 19966 155070 3530401 171850 171850 168864 168864 87000 0 87000 87000 87000 3080750 2838267 242483 242483 242483 7528874 3973022 3555852 3555852 8858 8858 8858 8291283 5817477 341316 1606515 125000 582406 3485136 95059 171071 303262 62491 3100 232104 120449 768973 167006 3069 82629 46076 412289 1558 351542 96853 PUBLICATION EXPENSE 1169590 R.E. TAX & OTHER TAXES 27772 TRAINING 7647 REPLACEMENT/LOST/DAMAGE 4213 33736 8353031 450875 546466 1152411 349888 292814 259889 1708833 2117563 390651 162042 10916999 7644513 3382557 3272486 8850850 8529499 40000 40000 179584 25469 16448575 15303302 702372 830685 2965975 2890480 55562 31629 3723909 3752794 X 12450541 11270529 219025 224879 55100 55100 12724666 11550508 16448575 15303302 -61748 -1112410 0 X 0 1 X 1 0 55100 5425 5425 55100 55100 6671 6671 55100 55100 3707 3707 55100 55100 1485 -1485 55100 55100 2674 2674 55100 1.00000 0 0 106000 106000 8694211 5930209 2764002 2023189 1680779 342410 93599 33525 60074 3272486 X 12610820 -1112410 1458925 346515 12264305 -3973022 -3973022 8291283 13804783 5451752 5451752 8353031 0 8353031 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 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF RELATED ENTITY 1,458,925. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -3,973,022. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF RELATED ENTITY 1,478,730. COST OF GOODS SOLD 3,973,022. 1 MARINE CORPS ASSOCIATION FOUNDATION 715 BROADWAY STREET QUANTICO VA 22134 800340923 501(C)(3) 125000 SUPPORT OF CHARITABLE EDUCATIONAL PROGRAMS 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 & CHIEF EXECUTIVE OFFICER 214584 37868 17000 3000 439 77 25376 4478 1295 229 258694 45652 0 0 COL DANIEL P O'BRIEN USMC RET CHIEF OPERATING OFFICER 169473 18830 4729 525 1372 152 8550 950 2688 299 186812 20756 0 0 JOHNNA EBEL CHIEF FINANCIAL OFFICER 116819 12980 3858 429 372 41 9492 1055 6361 707 136902 15212 0 0 COL MARY REINWALD USMC RET EDITOR OF LEATHERNECK MAGAZINE AND D 144638 0 2668 0 262 0 7232 0 1507 0 156307 0 0 0 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 AUDIT 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 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER (CEO) USING INFORMATION SUCH AS PERFORMANCE, SALARY DATA AND EXPERIENCE. THIS PROCESS IS CONTEMPORANEOUSLY DOCUMENTED AND WAS LAST PERFORMED IN 2018. THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE CEO WHO USES SALARY DATA, EXPERIENCE AND PERFORMANCE. THE CEO ALSO CONSULTS WITH THE BOARD CHAIRMAN, THE CHIEF OPERATING OFFICER (COO), AND THE CHIEF FINANCIAL OFFICER (CFO). THIS WAS LAST PERFORMED IN 2015. 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 B 125000 BOOK VALUE MARINE CORPS ASSOCIATION FOUNDATION O 446961 BOOK VALUE