2023-11-01T13:33:40-05:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 530227059 Defense Orientation Conference Association DEFE 7034511200 PO Box 1294 Centreville VA 20122 Johnna Grant Treasurer 7034511200 2023-11-01 1 Johnna Grant XXX-XX-XXXX 1 Hemali Kane EA P01337292 7038930300 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Johnna Grant PO Box 1294 Centreville VA 20122 423314 0 X www.doca.org X 1979 DC Educational association directed toward the interest of national defense -See Schedule O 26 26 1 0 0 0 181150 99613 260719 268463 87919 54888 0 350 529788 423314 56867 43650 0 0 85233 86371 0 0 0 318074 342835 460174 472856 69614 -49542 1421176 1093031 95740 71278 1325436 1021753 X Defense Orientation Conference Association (DOCA) is a 501(c)(3) nonprofit, educational association directed toward the interest of national defense without special advocacy of any particular military service or concept. See Schedule O for full mission. 0 0 416824 43650 268463 Conference and meetings designed to bring together members for educational purposes in matters pertaining to national security of the United States. 416824 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 X Johnna Grant Treasurer 7034511200 PO Box 1294 Centreville VA 20122 X Garry Hubert President 10.00 X X 0 0 0 John Caccamo President-elect 3.00 X X 0 0 0 Robert Jans Chairperson 12.00 X X 0 0 0 Lynn Reed Regional VP, Region 1 1.00 X X 0 0 0 Jeff Yundt Regional VP, Region 2 1.00 X X 0 0 0 Linda Hogg Regional VP, Region 2 1.00 X X 0 0 0 Cheryl Ball Regional VP, Region 4 2.00 X X 0 0 0 Johnna Grant Secretary/Treasurer 10.00 X X 0 0 0 Michael Shyne Past Chairperson 1 0.50 X X 0 0 0 Vicki Churchward Past Chairperson 2 0.50 X X 0 0 0 Robert Hamill Director 0.50 X 0 0 0 Laree Mugler Director 0.50 X 0 0 0 Ed Pilpel Director 2.00 X 0 0 0 Ann Jackson Director 2.00 X 0 0 0 Thomas Kane Director 0.50 X 0 0 0 Stephen Phillipp Director 0.50 X 0 0 0 Tom Ellis Director 0.50 X 0 0 0 Maynard Oliverius Director 0.50 X 0 0 0 William Baker Director 0.50 X 0 0 0 Jewel Lee Kenley Director 0.50 X 0 0 0 Lynn Boughey Director 2.00 X 0 0 0 John Curci Director 0.50 X 0 0 0 Tom Roddel Director 0.50 X 0 0 0 David Cline Director 0.50 X 0 0 0 William Forti Director 0.50 X 0 0 0 William Klein Director 0.50 X 0 0 0 0 0 0 0 0 0 0 LSI 1530 Layton Hills Pkwy Suite 201 Layton UT 84041 Consulting 147512 1 99613 99613 Conferences & meetings 900099 157450 157450 Membership dues 900099 111013 111013 268463 54888 54888 Miscellaneous Income 900099 350 350 350 423314 268463 0 55238 43650 43650 77255 51987 25268 3602 2424 1178 5514 3711 1803 15036 15036 18816 12662 6154 10012 6737 3275 2291 1542 749 288825 288825 1666 1121 545 6084 4094 1990 Taxes and licenses 105 71 34 472856 416824 56032 0 193147 117137 0 0 7366 5098 28953 26875 3744 2078 1216919 968718 1421176 1093031 17115 19903 78625 51375 95740 71278 X 1325436 1021753 1325436 1021753 1421176 1093031 -49542 -254141 0 X X 0 1 X 1 0 X 131905 182575 88950 181150 99613 684193 407864 223875 13800 260719 268463 1174721 539769 406450 102750 441869 368076 1858914 217080 181575 45700 159730 111100 715185 0 217080 181575 45700 159730 111100 715185 1143729 48008 32275 38897 87919 54888 261987 48008 32275 38897 87919 54888 261987 199 10 350 559 587777 438924 141657 529788 423314 2121460 0.53910 0.55650 0.12350 0.10110 X Schedule A, Part III, Line 12, Explanation of Other Income: Other income - 2018 Amount: $ 0. 2019 Amount: $ 199. 2020 Amount: $ 10. 2021 Amount: $ 0. 2022 Amount: $ 350. Part III, Short Year Explanation: The organization changed its accounting year-end in 2020 from a fiscal year ending October 31st to a calendar year ending December 31st. The amounts in column (c) 2020 represent the short-year November 1, 2020 - December 31, 2020. (a) November 1, 2018- October 31, 2019 (b) November 1, 2019- October 31, 2020 (c) November 1, 2020- December 31, 2020 (short-year) (d) Januuary 1, 2021- December 31, 2021 (e) Januuary 1, 2022- December 31, 2022 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9193 9193 0 19760 17682 2078 2078 X 169173 -254141 -254141 423314 0 423314 472856 0 472856 0 472856 Part X, Line 2: Management has evaluated the Association's tax positions and concluded that the Association's financial statements do not include any uncertain tax positions. 1 National Defense University Foundation 251 3rd Ave Bldg 20 Washington DC 20319 521268692 501(c)(3) 23650 0 To improve education at the University. Navy-Marine Corps Relief Society 875 N Randolph St Suite 225 Arlington VA 22203 530204618 501(c)(3) 10000 0 Support MWRF fund. 2 0 Part I, Line 2: DOCA's Board of Directors approves all grant fund authorizations. Form 990, Parts I and III, Line 1, Description of Organization Mission: DOCA is a 501 (c)(3) nonprofit, educational association for members only. The Association is directed toward the interest of national defense without special advocacy of any particular military service or concept. While it is completely independent and is not sponsored by the Department of Defense, DOCA objectives are to provide a means of continuing education of its members in matters pertaining to national security under the jurisdiction and supervision of the Department of Defense; to enable members to pass on such information to others and to provide a permanent medium for cooperation between its members and the Departments of Defense and State. Form 990, Part VI, Section A, line 3 LSI has been providing organizational infrastructure and administrative support for DOCA. LSI coordinates with the military bases for in person conferences. Managemnt fees under this agreement for the year ended December 31, 2022 were $143,008. Form 990, Part VI, Section A, line 6 DOCA consists of voting and non-voting members. Only members in good standing are eligible to vote, hold office and otherwise participate in the affairs of the association. Form 990, Part VI, Section A, line 7a Members elect the board of directors at the annual meeting. Form 990, Part VI, Section A, line 7b Members vote on various decisions and recommendations made by the board. Form 990, Part VI, Section B, line 11b The audited financial statements are reviewed for approval by the Treasurer. Once this process is complete, the information from those financial statements is used to complete the Form 990 by the independent external auditors, and subsequently reviewed by the Treasurer and the President, and if the President is not available, the Past President may approve in their absence. Form 990, Part VI, Section B, line 12c In the event of a potential conflict of interest at the board level, the policy requires the interested board member to call to the attention of the board, or any relevant committee, and such person is not to vote on the matter. If appropriate, such director is required to also excuse him/herself from the discussion of the matter. At the staff level, the policy requires that staff members discuss any situations which give rise to a potential conflict of interest with the EVP, who is responsible to discuss any potential conflict of interest with the Board. The incoming board and officers are issued a conflict of interest policy form. Form 990, Part VI, Section B, line 15 DOCA's elected officers annually review and adjust, if appropriate, the compensation for the management official. DOCA has a policy to establish compensation for all employees based upon review of the cost of living increase percentage, DOD salary increase percentage, compensation data published by ASAE and then factoring all that data into consideration what the budget can afford. Form 990, Part VI, Section C, line 19 The information is available upon request. Form 990, Part XII, Line 2c: DOCA's Treasurer assumes responsibility for oversight of the audit of its financial statements and selection of the independent auditor. The process is consistent with previous years.