2015-02-16T11:47:45-06:00 2014-03-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2013-04-01 530132450 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES RESE 2024792200 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 2024792200 2015-02-17 1 JOHN HUSKINS P01081531 9197196400 2015-02-17 2013 2016-02-25 16:41:14Z JEFFREY E PHILLIPS ONE CONSTITUTION AVE NE WASHINGTON DC 20002 6878052 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 0 37 96438 -20359 650928 352720 2293213 1838506 256181 155357 -361307 -500373 2839015 1846210 0 0 0 0 1521321 1234788 0 0 0 2231834 2235475 3753155 3470263 -914140 -1624053 17986306 16401351 12544306 12602069 5442000 3799282 X SINCE 1922, THE RESERVE OFFICERS ASSOCIATION (ROA) HAS PROVIDED A VOICE FOR THE MEN AND WOMEN OF OUR NATION'S RESERVE COMPONENT. WITH 60,000 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 STRENGTH. 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 DEPARTMENT EXECUTES 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 IS A VITAL PART OF ROA'S MISSION TO SUPPORT RESERVE SERVICE MEMBERS NATIONALLY. THROUGH ITS IN HOUSE MAGAZINE, WEBSITE, NEWSLETTERS, ADVERTISEMENTS AND MARKING, 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 NATIONAL SECURITY SYMPOSIUM BRINGS TOGETHER TOP NAMES IN NATIONAL SECURITY FROM THE MILITARY, FEDERAL AGENCIES, AND PREMIER THINK TANKS FOR A COMPREHENSIVE AND FOCUSED DISCUSSION OF THE NATION'S FUTURE. THE SYMPOSIUM IS A CORNERSTONE OF ROA'S EDUCATION AND ADVOCACY PROGRAM. THE ROA NATIONAL CONVENTION IS THE BUSINESS MEETING DICTATED BY OUR CONSTITUTION AND BYLAWS FOR THE BUSINESS OF THE ASSOCIATION. MEMBERSHIP IS OPEN TO ENCOMPASS ALL OFFICERS WHO HOLD OR HAVE EVER HELD A FEDERAL COMMISSION. THIS INCLUDES ALL US MILITARY SERVICES, ACTIVE AND RESERVE COMPONENT; NATIONAL GUARD AND AIR NATIONAL GUARD, AS WELL AS THE US PUBLIC HEALTH SERVICE COMMISSIONED CORPS (USPHS) AND THE COMMISSION CORPS OF THE NATIONAL OCEANOGRAPHIC AND ATMOSPHERE ADMINISTRATION (NOAA). SPOUSES OF THESE ELIGIBLE MEMBERS ARE ELIGIBLE FOR MEMBERSHIP AS A SPOUSAL MEMBER SUBJECT TO THE PROVISIONS OF OUR CONGRESSIONAL CHARTER. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 28 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 0 X JEFFREY E PHILLIPS 2024792200 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 MARGARET COPE AIR FORCE NATL EXEC COMMITTEEMAN 1.00 4.00 X X 0 0 0 LYNETTE M PETSINGER AIR FORCE NATL EXEC COMMITTEEMAN 1.00 4.00 X X 0 0 0 LAYNE WROBLEWSKI AIR FORCE NATL EXEC COMMITTEEMAN FROM 8/2013 1.00 4.00 X X 0 0 0 JAN L RHOADS AIR FORCE NATL EXEC COMMITTEEMAN THRU 8/2013 1.00 4.00 X X 0 0 0 MATTHEW VANDERSCHUERE AIR FORCE NATIONAL JR. VP FROM 8/2013 1.00 4.00 X X 0 0 0 ANN P KNABE AIR FORCE NATIONAL JR. VP THRU 8/2013 1.00 4.00 X X 0 0 0 ROGER R STOECKMANN AIR FORCE NATIONAL VP 1.00 4.00 X X 0 0 0 CHERYL BECKER ARMY NATL EXEC COMMITTEEMAN 1.00 4.00 X X 0 0 0 MARCO A MARIN ARMY NATL EXEC COMMITTEEMAN 1.00 4.00 X X 0 0 0 SHANNON BIBBEE ARMY NATL EXEC COMMITTEEMAN FROM 8/2013 1.00 4.00 X X 0 0 0 HAZEL ROBINSON ARMY NATL EXEC COMMITTEEMAN FROM 8/2013 1.00 4.00 X X 0 0 0 CLIFFORD L DUNGEY ARMY NATL EXEC COMMITTEEMAN THRU 8/2013 1.00 4.00 X X 0 0 0 STEVEN BARNARD ARMY NATIONAL JR. VP FROM 8/2013 1.00 4.00 X X 0 0 0 CHRISTOPHER L COX ARMY NATIONAL JR. VP THRU 8/2013 1.00 4.00 X X 0 0 0 KEVIN R REIDLER ARMY NATIONAL VP THRU 8/2013 1.00 4.00 X X 0 0 0 JUDY DAVENPORT ARMY NATIONAL VP FROM 8/2013 1.00 4.00 X X 0 0 0 BOB CARMACK NAVAL SVCS NATL EXEC COMMITTEEMAN 1.00 4.00 X X 0 0 0 DALE ANDERSEN NAVAL SVCS NATL EXEC COMMITTEEMAN FROM 8/2013 1.00 4.00 X X 0 0 0 JOHN MAHONEY NAVAL SVCS NATL EXEC COMMITTEEMAN FROM 8/2013 1.00 4.00 X X 0 0 0 MORGAN LITTLE NAVAL SVCS NATL EXEC COMMITTEEMAN THRU 8/2013 1.00 4.00 X X 0 0 0 JAMES R SWEENEY NAVAL SERVICES NATIONAL VP FROM 8/2013 1.00 4.00 X X 0 0 0 GORDON T AUSTIN NAVAL SERVICES NATIONAL VP THRU 8/2013 1.00 4.00 X X 0 0 0 GEORGE MCELWEE NAVAL SERVICES NATIONAL JR. VP FROM 8/2013 1.00 4.00 X X 0 0 0 THOMAS S CREGAN NAVAL SERVICES NATIONAL JR. VP THRU 8/2013 1.00 4.00 X X 0 0 0 WALKER M WILLIAMS IMMEDIATE PAST PRESIDENT FROM 8/2013 1.00 4.00 X X 0 0 0 PAUL T KAYYE IMMEDIATE PAST PRESIDENT THRU 8/2013 1.00 4.00 X X 0 0 0 MICHAEL J SILVA NATIONAL PRESIDENT FROM 8/2013 1.00 4.00 X 0 0 0 MICHAEL MORFORD NATIONAL TREASURER FROM 8/2013 1.00 4.00 X 0 0 0 WILLIAM T BAGGETT NATIONAL TREASURER THRU 8/2013 1.00 4.00 X 0 0 0 WILLIAM B PENTACOST NATIONAL JUDGE ADVOCATE 1.00 4.00 X 0 0 0 CHARLES L HOLSWORTH INTERNATIONAL PROGRAMS OFFICER THRU 8/2013 1.00 4.00 X 0 0 0 ROBERT J KASULKE NATIONAL HEALTH SERVICES OFFICER 1.00 4.00 X 0 0 0 SHERMAN REED NATIONAL CHAPLAIN FROM 8/2013 1.00 4.00 X 0 0 0 VINCENT A CUMMINGS NATIONAL CHAPLAIN THRU 8/2013 1.00 4.00 X 0 0 0 ROBERT C JACKLE NATIONAL HISTORIAN THRU 8/2013 1.00 4.00 X 0 0 0 HENRY E PLIMACK NATIONAL PR OFFICER 1.00 4.00 X 0 0 0 JOSEPH A SNEL NATIONAL SERGEANT-AT-ARMS 1.00 4.00 X 0 0 0 ANDREW B DAVIS EXECUTIVE DIRECTOR 40.00 4.00 X 215654 0 481 MARSHALL HANSON DIRECTOR OF LEGISTATIVE AFFAIRS 40.00 X 118725 0 41959 LANI BURNETT CHIEF OF STAFF 40.00 X 117342 0 32931 ROBERT FIEDLER DIRECTOR OF ARMY 40.00 X 115129 0 5451 LEANNA JACKSON MARSH DIRECTOR OF DEVELOPMENT 40.00 X 103918 0 10853 670768 0 91675 5 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 CONVENTION SPACE 169105 HUNTSINGER & JEFFER 809 BROOK HILL CIRCLE RICHMOND VA 23227 MARKETING CONSULTANT 150673 BROWN PRINTING COMPANY PO BOX 704 WASECA MN 56093 PRINTING 145264 UNLEASHED TECHNOLOGIES LLC 10005 OLD COLUMBIA RD SUITE L-261 COLUMBIA MD 21046 WEBSITE DESIGN 106092 4 352720 352720 NET PREMIUM ALLOWANCE 900099 805096 805096 MEMBER DUES 900099 795203 795203 CONVENTION INCOME 900099 121914 121914 MAGAZINE REVENUE 511120 112023 1498 110525 BANNER ADS 900099 4270 4270 1838506 50628 50628 133985 133985 743363 105818 1449896 39384 -706533 66434 -640099 -18357 -621742 3647291 3542562 104729 104729 104729 OTHER REVENUE 900099 5741 5741 5741 1846210 796701 96438 600351 X 212019 792416 67899 155960 6494 8576 43792 4011 919405 21119 348422 20224 105996 322775 73075 91198 5913 DEPARTMENT REBATES 280420 DUES & SUBSRIPTIONS 11121 TAXES & LICENSES 7239 SEMINARS AND PROFESSION 3916 -31727 3470263 274401 136763 236437 69990 784 1035710 732809 5280 57516 189861 12897450 5559273 7561344 7338177 7399125 6003312 1415709 1930439 17986306 16401351 909410 972224 6387990 6333721 4965052 4831518 281854 464606 12544306 12602069 X 5231604 3588886 210396 210396 5442000 3799282 17986306 16401351 X -1624053 93459 2502 -114626 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 314810 314810 11372514 4690554 6681960 1210126 868719 341407 7338177 DEFERRED RENT 17126 PENSION OBLIGATION 51154 457(B) PLAN ASSETS 89408 INSURANCE PREMIUM STABILIZATION 828087 NET RECEIVABLE FROM AFFILIATES 944664 1930439 SECURITY DEPOSIT LIABILITY 800 DEPT. SHARE - MEMBERSHIP DUES 374398 DEFERRED COMPENSATION 89408 464606 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF MARCH 31, 2014. X X X 0 0 0 ANDREW B DAVIS EXECUTIVE DIRECTOR 215654 0 0 0 0 0 0 0 481 0 216135 0 0 0 MARSHALL HANSON DIRECTOR OF LEGISTATIVE AFFAIRS 118725 0 0 0 0 0 40366 0 1593 0 160684 0 0 0 LANI BURNETT CHIEF OF STAFF 117342 0 0 0 0 0 32856 0 75 0 150273 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 11 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. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST REVIEWED IN DECEMBER 2014. ALL 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 WEB SITE. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACT SERVICES 731,819. PAYROLL PROCESSING 187,586. FORM 990, PART XI, LINE 9: INTERFUND TRANSFERS 8,085. CHANGE IN PENSION LIABILITY -78,799. CHANGE IN INSURANCE STABILIZATION FUND -43,912. TOP OF THE HILL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 205408316 RENTAL DC 209535 353776 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES RESERVE SERVICES LLC 1501 LEE HWY SUITE 200 ARLINGTON VA 22209 PROVIDE SERVICES & PRODUCTS, SUCH AS INSURANCE, TO 3RD PARTIES VA RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES SERVICE MEMBERS LAW CENTER LLC 1501 LEE HWY SUITE 200 ARLINGTON VA 22209 PROVIDE PRO BONO LEGAL EDUCATION TO SERVICE MEMBERS, THEIR FAMILIES, VA 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 NAT'L SECURITY DC 501(C)(3) LINE 9 N/A 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 11B, II N/A 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 N/A 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 N/A 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 233298 FMV RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND Q 85837 FMV ROA STANDING TOGETHER FOR AMERICA'S RESERVISTS FOUNDATION Q 94130 FMV