2013-02-15T12:30:01-06:00 2012-03-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2011-04-01 530132450 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES RESE 2024792200 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 ANDREW B DAVIS 2024792200 2013-02-15 1 9197196400 2011 2016-03-07 17:11:31Z ANDREW B DAVIS ONE CONSTITUTION AVE NE WASHINGTON DC 20002 7118953 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 31 0 237868 62335 273431 264621 3353495 2315739 535324 533032 -43476 -89727 4118774 3023665 0 0 0 0 1356221 1296661 0 0 0 2667507 2572143 4023728 3868804 95046 -845139 20890526 18776492 12967576 12302697 7922950 6473795 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 1 0 1 24 0 1 31 1 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 ANDREW B DAVIS 2024792200 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 WALKER M WILLIAMS 1.00 X X 0 0 0 PAUL T KAYYE 1.00 X X 0 0 0 KEVIN R REIDLER 1.00 X X 0 0 0 GORDON T AUSTIN 1.00 X X 0 0 0 ANN P KNABE 1.00 X X 0 0 0 CHRISTOPHER L COX 1.00 X X 0 0 0 THOMAS S CREGAN 1.00 X X 0 0 0 LYNETTE M PETSINGER 1.00 X X 0 0 0 CLIFFORD L DUNGEY 1.00 X X 0 0 0 MARCO A MARIN 1.00 X X 0 0 0 CHERYL BECKER 1.00 X X 0 0 0 JUDI A DAVENPORT 1.00 X X 0 0 0 MORGAN LITTLE 1.00 X X 0 0 0 JAMES R SWEENEY 1.00 X X 0 0 0 BOB CARMACK 1.00 X X 0 0 0 DONALD C GRANT 1.00 X X 0 0 0 JAN L RHOADS 1.00 X X 0 0 0 ROGER R STOECKMANN 1.00 X X 0 0 0 MARGARET COPE 1.00 X X 0 0 0 KATHRYN KARR BLAIR 1.00 X X 0 0 0 ANDREW B DAVIS 40.00 X 31425 0 20 DAVID R BOCKEL 40.00 X 156663 0 12510 WILLIAM T BAGGETT 1.00 X 0 0 0 WILLIAM B PENTACOST 1.00 X 0 0 0 DONALD L STOCKTON 1.00 X 0 0 0 CHARLES L HOLSWORTH 1.00 X 0 0 0 ROBERT J KASULKE 1.00 X 0 0 0 VINCENT A CUMMINGS 1.00 X 0 0 0 ROBERT C JACKLE 1.00 X 0 0 0 HENRY E PLIMACK 1.00 X 0 0 0 JOSEPH A SNEL 1.00 X 0 0 0 CATHERINE LUKE 1.00 X 0 0 0 MICHAEL J SILVA 1.00 X 0 0 0 LANI BURNETT 37.50 X 109419 0 6610 MARSHALL HANSON 37.50 X 108920 0 374 ROBERT FIEDLER 37.50 X 107725 0 5612 J RICHARD THRALLS 37.50 X 102918 0 3879 617070 0 29005 5 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 CONVENTION SPACE 338459 DONOHOE REAL ESTATE 2101 WISCONSIN AVE NW WASHINGTON DC 20007 SERVICE AGENT 200757 BROWN PRINTING COMPANY PO BOX 704 WASECA MN 56093 PRINTING 193017 WILL HOLAHAN 4023 DEFENDER DR NE ROSWELL GA 30075 CONSULTING 112558 4 264621 264621 NET PREMIUM ALLOWANCE 900099 1036780 1036780 MEMBER DUES 900099 845835 845835 CONVENTION INCOME 900099 262442 262442 MAGAZINE REVENUE 511120 167322 1922 165400 BANNER ADS 900099 3360 3360 2315739 119781 119781 165385 165385 1089007 117065 1439569 39006 -350562 78059 -272503 69108 -341611 3029964 2616713 413251 413251 413251 OTHER REVENUE 900099 17391 17391 17391 3023665 847757 237868 1673419 205271 969925 121465 8845 54298 6300 558947 87264 735395 71629 207525 172884 306666 110215 8569 DEPARTMENT REBATES 206310 OTHER TAXES 26399 DUES & SUBSRIPTIONS 7723 SEMINARS AND PROFESSION 1753 1421 3868804 1220774 127767 147611 218359 7723 2484 389165 766838 14094 7714 59383 72060 12771728 4902439 8224816 7869289 8969852 8248428 1857108 1463553 20890526 18776492 722309 749695 7123849 6328070 4791450 4942766 329968 282166 12967576 12302697 X 7715101 6263399 207849 210396 7922950 6473795 20890526 18776492 X -845139 -604016 X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 314810 314810 11413536 4182279 7231257 1043382 720160 323222 7869289 DEFERRED RENT 48083 SECURITY DEPOSITS 13652 ACCRUED INTEREST 629 457(B) PLAN ASSETS 91211 INSURANCE PREMIUM STABILIZATION 918201 NET RECEIVABLE FROM AFFILIATES 256991 PENSION OBLIGATION 134786 1463553 SECURITY DEPOSIT LIABILITY 24990 ACCRUED REBATES 4662 DEPT. SHARE - MEMBERSHIP DUES 161303 DEFERRED COMPENSATION 91211 282166 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH MARCH 31, 2012. X X X 0 0 0 DAVID R BOCKEL 156663 0 0 0 0 0 0 0 12510 0 169173 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 OCTOBER 2011. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -450,382. DONATED SERVICES AND USE OF FACILITIES: 9,385. PRIOR PERIOD ADJUSTMENTS: 394,839. INTERFUND TRANSFERS -252,694. CHANGE IN DERIVATIVE -249,400. CHANGE IN PENSION LIABILITY 11,013. CHANGE IN INSURANCE STABILIZATION FUND -66,777. TOTAL TO FORM 990, PART XI, LINE 5: -604,016. TOP OF THE HILL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 205408316 RENTAL DC -687571 34586 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 0 0 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 0 0 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) 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) 11B 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) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 TOP OF THE HILL M 298559 FMV RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND P 312900 FMV