2025-06-27T10:51:47-05:00 2024-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2024-01-01 521271179 BUSINESS EXECUTIVES FOR NATIONAL SECURITY BUSI 2022962125 1030 15TH STREET NW 200 E WASHINGTON DC 20005 HALEY LAMM CHIEF OF STAFF 2022962125 2025-06-27 1 0 LISA JOHNSON P01250416 4106855512 2025-06-27 2024 2025-03-06 01:10:19Z TIMOTHY RAY 1030 15TH STREET NW 200 E WASHINGTON DC 20005 9188067 0 X WWW.BENS.ORG X 1982 DC BENS APPLIES INDUSTRY EXPERIENCE AND BEST BUSINESS PRACTICES TO HELP ADDRESS OUR NATION'S PRESSING NATIONAL SECURITY CHALLENGES. 46 46 49 3 0 0 7322283 6659821 0 0 352218 543725 -156099 1136313 7518402 8339859 0 0 0 0 5422338 5410593 0 0 848371 2970193 2989805 8392531 8400398 -874129 -60539 22840078 22391060 11684783 10831026 11155295 11560034 X BENS APPLIES INDUSTRY EXPERIENCE AND BEST BUSINESS PRACTICES TO HELP ADDRESS OUR NATION'S PRESSING NATIONAL SECURITY CHALLENGES. 0 0 3641088 PARTNERSHIPS, INITIATIVES, AND PRODUCTION: BENS IS DEDICATED TO DRIVING MEANINGFUL IMPACT BY FOCUSING ON ISSUES WHERE PRIVATE SECTOR INSIGHT AND PERSPECTIVE CAN BEST SUPPORT THE NATIONAL SECURITY COMMUNITY. THOSE ISSUES ARE: MODERNIZING NATIONAL SECURITY INFRASTRUCTURE, PROVIDING GEOPOLITICAL AND ECONOMIC INSIGHT, SCALING INNOVATIVE TECHNOLOGIES, AND ENHANCING HUMAN CAPITAL. TO ACHIEVE THIS, WE EMPLOY A COMPREHENSIVE RANGE OF SERVICESINCLUDING HOSTING EVENTS AND ROUNDTABLES WITH NATIONAL SECURITY LEADERS AND EXPERTS, PROVIDING EDUCATIONAL TRAVEL TO TOP NATIONAL SECURITY SITES, CONDUCTING TARGETED PROJECTS AND MENTORSHIP PROGRAMS, AND OFFERING FRESH APPROACHES TO KEY SECURITY CHALLENGES. BY FOSTERING CONNECTIONS, CHAMPIONING KEY ISSUES, AND CREATING OPPORTUNITIES FOR COLLABORATION, BENS EMPOWERS LEADERS FROM BUSINESS AND GOVERNMENT TO ADDRESS TODAY'S MOST PRESSING NATIONAL SECURITY PRIORITIES. 3176933 DEVELOPMENT AND MEMBERSHIP SERVICES: BY HOSTING EVENTS AND CONVERSATIONS WITH SECURITY LEADERS AND EXPERTS THROUGHOUT THE COUNTRY, AS WELL AS ORGANIZING SELF-FINANCED VISITS TO REGIONAL FACILITIES CRITICAL TO NATIONAL SECURITY MISSIONS, BENS MAKES IT POSSIBLE FOR PRIVATE SECTOR LEADERS TO GARNER FIRSTHAND KNOWLEDGE OF THE MAJOR ISSUES IMPACTING AMERICA'S SECURITY. IN 2024, BENS HOSTED MORE THAN 160 ENGAGEMENTS NATIONWIDE, ALONG WITH TWO FLAGSHIP EVENTS IN WASHINGTON, DC, AND NEW YORK CITY, WHERE 850 LEADERS FROM THE PRIVATE SECTOR AND NATIONAL SECURITY COMMUNITY CAME TOGETHER TO HONOR EXTRAORDINARY AMERICANS WHO EXEMPLIFY THE 'WHOLE-OF-NATION' APPROACH TO SAFEGUARDING OUR COUNTRY. 6818021 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 46 46 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X HALEY LAMM 2022962125 1030 15TH ST NW SUITE 200 E WASHINGTON DC 20005 GERENCSER MARK J CHAIRMAN 2.00 X X 0 0 0 BENAROYA RAPHAEL VICE CHAIR 0.02 X X 0 0 0 BOIES MARY M VICE CHAIR 0.02 X X 0 0 0 BOVIN DENIS A VICE CHAIR 0.02 X X 0 0 0 MARKS RAMON P VICE CHAIR/BOARD SECRETARY 0.02 X X 0 0 0 MOSLER BRUCE E CHAIRMAN EMERITUS 0.02 X X 0 0 0 BAIN PAUL J BOARD MEMBER 0.02 X 0 0 0 BARRON PATRICIA C BOARD MEMBER 0.02 X 0 0 0 BEDULA LAUREN BOARD MEMBER 0.02 X 0 0 0 COLE SAMUEL BOARD MEMBER 0.02 X 0 0 0 COLLINS CHRISTOPHER W BOARD MEMBER 0.02 X 0 0 0 CORTEZI NICHOLAS BOARD MEMBER 0.02 X 0 0 0 COX JR HOWARD E BOARD MEMBER 0.02 X 0 0 0 DARNELL STEVEN E BOARD MEMBER 0.02 X 0 0 0 DIXON DONALD R BOARD MEMBER 0.02 X 0 0 0 DORDAL PETE JR BOARD MEMBER 0.02 X 0 0 0 DRISCOLL JOHN P BOARD MEMBER 0.02 X 0 0 0 FIELD EZRA S BOARD MEMBER 0.02 X 0 0 0 FINELLI FRANCIS BOARD MEMBER 0.02 X 0 0 0 GERMANY BALLINTYN RHONDA BOARD MEMBER 0.02 X 0 0 0 GILBERT GS BECKWITH BOARD MEMBER 0.02 X 0 0 0 HACKER MARK S BOARD MEMBER 0.02 X 0 0 0 HANKIN MICHAEL D BOARD MEMBER 0.02 X 0 0 0 HERSH ANDREW B BOARD MEMBER 0.02 X 0 0 0 HIGGINS THOMAS J BOARD MEMBER 0.02 X 0 0 0 HITCHCOCK JEREMY BOARD MEMBER 0.02 X 0 0 0 HOROWITZ RAANAN BOARD MEMBER 0.02 X 0 0 0 HURLEY JOHN K BOARD MEMBER 0.02 X 0 0 0 KANIA JR EDWIN M BOARD MEMBER 0.02 X 0 0 0 KUNKLER WILLIAM C BOARD MEMBER 0.02 X 0 0 0 MARCUS PAUL BOARD MEMBER 0.02 X 0 0 0 MCDONALD DAVID C BOARD MEMBER 0.02 X 0 0 0 MEEK SAMUEL BOARD MEMBER 0.02 X 0 0 0 MONKS BRIAN H BOARD MEMBER 0.02 X 0 0 0 NEWMAN MARK S BOARD MEMBER 0.02 X 0 0 0 NIXON GREGORY S BOARD MEMBER 0.02 X 0 0 0 PARKER STUART B BOARD MEMBER 0.02 X 0 0 0 ROGERS KRISTI M BOARD MEMBER 0.02 X 0 0 0 SHEDLIN ROGER S BOARD MEMBER 0.02 X 0 0 0 SHENKMAN MARK R BOARD MEMBER 0.02 X 0 0 0 SHIRA JAMES BOARD MEMBER 0.02 X 0 0 0 SMITH DONALD V BOARD MEMBER 0.02 X 0 0 0 SMITH JAMES BOARD MEMBER 0.02 X 0 0 0 STEPHENSON THOMAS F BOARD MEMBER 0.02 X 0 0 0 STORCH DAVID P BOARD MEMBER 0.02 X 0 0 0 WEISS ANTHONY W BOARD MEMBER 0.02 X 0 0 0 RAY TIMOTHY PRESIDENT & CEO 40.00 X 443034 0 33042 CRAIGE CHRIS COO 40.00 X 203735 0 11396 KINNAMONT KAREN SVP FINANCE & ADMIN (THRU SEPT 2024) 40.00 X 116504 0 20953 MOONIS GENEVIEVE SVP FOR MEMBERSHIP 40.00 X 152243 0 11362 WHITTAKER JAMES VICE PRESIDENT 40.00 X 136536 0 15656 KENNING KATHERINE DIRECTOR FOR CALIFORNIA 40.00 X 126113 0 21996 HIGGINS SARAH DIRECTOR FOR THE NY METRO AREA 40.00 X 123792 0 20847 GIGLIO JENNIFER SVP FOR MEMBERSHIP & STRATEGY (THRU AUG 2024 40.00 X 156415 0 18931 1458372 0 154183 18 0 1 0 UNIZO REAL ESTATE DC FIVE LLC 1330 MARYLAND AVE SW WASHINGTON DC 20224 OCCUPANCY 893356 MORRIS AND COMPANY LLP DBA THINK LLP PO BOX 200543 DALLAS TX 75320 BUSINESS CONSULTING 229050 THE RITZ CARLTON 1150 22ND STREET NW WASHINGTON DC 20037 SPRING GALA 218462 CIPRIANI 110 EAST 42ND STREET NEW YORK NY 10017 FALL GALA 155625 4 1328656 5331165 6659821 356819 356819 494060 307154 186906 186906 186906 488580 1328656 541054 -52474 -52474 EMPLOYEE RETENTION TAX CREDIT 900099 1145251 1145251 OTHER INCOME 900099 43536 43536 1188787 8339859 0 0 1680038 828664 552769 193923 81972 3516499 3020034 162461 334004 80439 75659 4780 687107 573614 47520 65973 297884 245991 23533 28360 21810 18011 1723 2076 99718 82347 7878 9493 30000 30000 551080 455082 43535 52463 206744 170728 16334 19682 39801 32868 3144 3789 1100081 908447 86906 104728 132088 109078 10435 12575 559591 367859 86951 104781 124525 102832 9838 11855 29940 24725 2365 2850 BANK FEES 59156 48851 4673 5632 DUES AND SUBSCRIPTIONS 25249 20850 1995 2404 EMPLOYEE DEVELOPMENT 9376 7742 741 893 REPAIRS AND MAINTENANCE 631 521 50 60 15 13 1 1 8400398 6818021 734006 848371 4645830 4338439 204212 262928 120582 80297 843376 522096 445804 321280 7086323 7968645 10337327 9419471 22840078 22391060 339738 266635 11345045 10564391 11684783 10831026 X 11130295 11535034 25000 25000 11155295 11560034 22840078 22391060 -60539 465278 0 X X 0 1 X 1 0 X 6932299 8716971 7426570 7322283 6659821 37057944 6932299 8716971 7426570 7322283 6659821 37057944 37057944 172051 230110 209063 357025 356819 1325068 34948 22287 63019 12468 1188787 1321509 39704521 0.93330 0.96510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 162734 46388 116346 178698 177906 792 501944 297802 204142 321280 RIGHT OF USE ASSET 11822061 ACCUMULATED AMORTIZATION RIGHT OF USE ASSET -2451954 SECURITY DEPOSIT 49364 9419471 LEASE LIABILITY SHORT TERM 1047410 LEASE LIABILITY LONG TERM 9516981 10564391 X 8775137 465278 465278 8309859 30000 30000 8339859 8370398 0 8370398 30000 30000 8400398 PART X, LINE 2: BENS IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3). INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. BENS HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2024. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. DC DINNER 764880 370416 394464 218462 44258 NY DINNER 702284 608168 94116 169181 109153 1467164 978584 488580 387643 153411 541054 -52474 1 X X X X X 0 0 0 0 0 0 0 0 0 RAY TIMOTHY PRESIDENT & CEO 424284 0 18750 0 0 0 29000 0 4042 0 476076 0 0 0 CRAIGE CHRIS COO 203735 0 0 0 0 0 10574 0 822 0 215131 0 0 0 GIGLIO JENNIFER SVP FOR MEMBERSHIP & STRATEGY (THRU 116837 0 9829 0 29749 0 13645 0 5286 0 175346 0 0 0 MOONIS GENEVIEVE SVP FOR MEMBERSHIP 140196 0 12047 0 0 0 7389 0 3973 0 163605 0 0 0 WHITTAKER JAMES VICE PRESIDENT 127275 0 9261 0 0 0 15168 0 488 0 152192 0 0 0 X 7 265182 FMV X REGION EVENTS 2 7627 RECEIPT 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS FORWARDED TO MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING. THE AUDITORS DELIVERED THE PREPARED 990 TO THE RISK & AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. APPROVAL BY UNANIMOUS VOTE AT DULY SCHEDULED MEETING OF THE RISK & AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER SIGNS A CONFLICT OF INTEREST POLICY ANNUALLY. ALL DIRECTORS ARE REMINDED OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AT EACH MEETING OF THE BOARD. SENIOR BENS STAFF REGULARLY MONITOR PROJECTS AND ACTIVITIES TO HELP FURTHER AVOID ANY POTENTIAL CONFLICT OF INTEREST SITUATIONS. THE SECRETARY OF THE BENS BOARD OF DIRECTORS RECEIVES REPORTS OF POTENTIAL CONFLICTS OF INTEREST AND, AFTER REVIEWING AND CONSULTING WITH THE CHAIR OF THE GOVERNANCE COMMITTEE, DETERMINES APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION COMMITTEE CONTAINS MEMBERS WITH EXTENSIVE EXPERIENCE WITH COMPENSATION AND HUMAN RESOURCES. THE ORGANIZATION UTILIZED GUIDESTAR SERVICES TO DETERMINE PAY SCALE FOR ORGANIZATION IN SIMILAR SIZE AND FUNCTION IN THE DC AREA. FORM 990, PART VI, SECTION C, LINE 18 990 IS AVAILABLE ON LINE AND VIA CHARITY NAVIGATOR FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE ON CHARITY NAVIGATOR. THE GOVERNING DOCUMENTS AND AUDITED STATEMENT ARE POSTED ON OUR WEBSITE. FORM 990, PART XII, LINE 2C: DRAFT AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE RISK & AUDIT COMMITTEE OF THE BOARD OF DIRECTORS.