2011-02-15T15:40:44-06:00 2010-03-31 Johnson Lambert & Co LLP 700 Spring Forest Road Ste 115 Raleigh NC 27609 990 2009-04-01 530132450 Reserve Officers Association Of The United States RESE 2024792200 One Constitution Ave NE Washington DC 20002 David R Bockel 2024792200 2011-02-15 1 9197196400 2009 2016-02-24 21:20:13Z David R Bockel One Constitution Ave NE Washington DC 20002 10238763 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 34 0 286153 3534 1079263 202901 2042368 2917424 -1261279 409194 1276573 235121 3136925 3764640 0 0 2247215 1518855 0 0 4493485 2674015 6740700 4192870 -3603775 -428230 20379913 21118639 13373960 13294659 7005953 7823980 To support a military policy for the United States that will provide adequate national security and to promote the development and execution thereof. 0 0 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. To provide communication with the ROA membership through printed publications such as the magazine and newsletter, as well as electronic publications such as the website and e-news blasts. 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. membership services 0 1 0 0 0 0 0 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 1 25 0 1 34 1 1 1 0 0 0 0 0 0 0 0 17 17 1 0 0 0 1 1 0 1 1 0 1 1 0 1 1 0 0 1 0 0 0 X X david r bockel - finance department 2024792200 One Constitution Ave NE Washington DC 20002 paul t Kayye 10.00 X X 0 0 0 d ladd pattillo 1.00 X X 0 0 0 michael silva 1.00 X X 0 0 0 rafael ortiz 1.00 X X 0 0 0 scott s russell 1.00 X X 0 0 0 dena r goble 1.00 X X 0 0 0 william b brooks 1.00 X X 0 0 0 leonard j sobieski 1.00 X X 0 0 0 john d davenport 1.00 X X 0 0 0 judy a davenport 1.00 X X 0 0 0 chadwick g stoddard 1.00 X X 0 0 0 david m epstein 1.00 X X 0 0 0 donald c grant 1.00 X X 0 0 0 james t ragsdale 1.00 X X 0 0 0 kathryn a karr 1.00 X X 0 0 0 ann p knabe 1.00 X X 0 0 0 david m leta 1.00 X X 0 0 0 Dennis M McCarthy 37.50 X 119393 4975 369 David R Bockel 37.50 X 149646 6235 14720 william t baggett 1.00 X 0 0 0 william b pentacost 1.00 X 0 0 0 donald r stockton 1.00 X 0 0 0 paul r groskreutz 1.00 X 0 0 0 robert j kasulke 1.00 X 0 0 0 vincent a cummings 1.00 X 0 0 0 cheryl l becker 1.00 X 0 0 0 Robert C Jackle 1.00 X 0 0 0 henry plimack 1.00 X 0 0 0 charles e fairbanks 1.00 X 0 0 0 linda veres 1.00 X 0 0 0 robert feidler 37.50 X 54454 54454 1442 j richard thralls 37.50 X 26062 78186 502 lani burnett 37.50 X 103440 0 5108 marshall a hanson 37.50 X 100148 0 13166 553143 143850 35307 6 0 1 0 Marriott International PO BOX 402642 Atlanta GA 30384 convention space 551442 American Press Inc PO BOX 404657 Atlanta GA 30384 printing 287131 Eric Minton 2331 Far Hills Ave Suite 100 Dayton OH 45419 Magazine Editor 132000 3 202901 202901 member dues 900099 1215694 1215694 net premium allowance 900099 938757 938757 Convention Income 900099 598749 598749 magazine revenue 511120 164224 1594 162630 2917424 118217 118217 465413 465413 1114080 128452 1482031 37668 -367951 90784 -277167 76648 -353815 5245401 4954424 290977 290977 290977 other income 900099 46875 46875 46875 3764640 1217288 286153 2058298 789329 488692 140856 99978 6589 75216 4916 426809 54365 724237 105903 186352 161903 635849 107506 17471 bad Debt Expense 107034 Dues & Subscriptions 53272 Miscellaneous 5952 other taxes 641 4192870 937880 559628 254277 73385 34712 14712 320721 473196 114108 36527 12731736 4136104 8946649 8595632 8266067 9600226 1505499 1765333 20379913 21118639 908501 783376 6464633 7233434 5201858 4829001 798968 448848 13373960 13294659 X -3115352 -2297325 9952888 9952888 168417 168417 7005953 7823980 20379913 21118639 X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 168417 168417 168417 168417 1.00000 0 0 314810 314810 1062156 840874 221282 10351380 2802952 7548428 1003390 492278 511112 8595632 Interest and Dividends Receivable 6900 Insurance Premium Stabilization 1017524 Security Deposits 13652 Interfund Receivable 508973 Deferred Rent 107875 Pension Plan Obligation 4627 457(b) plan assets 105782 1765333 Dept. Share - Membership Dues 126399 Accrued Rebates 191677 Security Deposit Liability 24990 457(b) plan liabilities 105782 448848 X X 0 0 0 David R Bockel 149646 6235 0 0 0 0 0 0 14131 589 163777 6824 0 0 Form 990, Part VI, Section A, line 2 two of the organization's officers, john and judy davenport, are married. 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 by the membership 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 and Treasurer will review the 990 prior to filing. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are available to the public upon request. FORM 990, PART IX, LINE 5: ALL W-2 COMPENSATION OF OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE PAID DIRECTLY THROUGH THE RESERVE OFFICERS ASSOCIATION. 2% OF DENNIS M. MCCARTHY'S COMPENSATION, 2% OF DAVID R. BOCKEL'S COMPENSATION, AND 50% OF ROBERT FEIDLER'S COMPENSATION IS ALLOCATED TO THE DEFENSE EDUCATION TRUST FUND. 2% OF DENNIS M. MCCARTHY'S COMPENSATION, 2% OF DAVID R. BOCKEL'S COMPENSATION, AND 75% OF J. RICHARD THRALLS COMPENSATION IS ALLOCATED TO THE RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST. Top of the Hill One Constitution Ave Ne Washington DC 20002 205408316 operate and manage a conference and banquet facility. DC 260772 55423 N/A 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 Henry J Reilly Scholarship One Constitution Ave NE WAshington DC 20002 526056998 Granting Education Scholarships to Members & Dependents DC 501(c)(3) 11 N/A Reserve Officers Association Memorial Endowment Trust Fund ONe Constitution Ave NE Washington DC 20002 521788931 Provide financial support for ROA through contributions to trust fund DC 501(c)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0