2018-02-14T17:25:36-06:00 2017-03-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2016-04-01 530132450 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES RESE 2023672402 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 2026467701 2018-02-10 1 DANIEL L WEAVER P01249346 3019860600 2018-02-10 108.31.200.98 2018-02-10 09:07:22 ES P 3AADC836EAFDE3FF6E82720488D4A9A2BF0D4B47 CAD170185848D4D0D33542F4CE15960B87030469 2016 2021-01-29 14:40:06Z JEFFREY E PHILLIPS ONE CONSTITUTION AVE NE WASHINGTON DC 20002 8183586 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 9 37 213970 36179 806070 628071 572883 1225966 78495 128439 533159 643624 1990607 2626100 0 0 0 0 716786 618792 0 0 0 1082330 985751 1799116 1604543 191491 1021557 16250997 16443459 11948665 11177646 4302332 5265813 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 STRENGH RESERVE LIFE". ROA IS DEDICATED TO A LEGISLATIVE ADVOCACY AGENDA THAT ENSURES AN ADEQUATE NATIONAL SECUTIRY 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 ARE VITAL PART OF ROA'S MISSION TO SUPPORT RESERVE SERVICE MEMBERS NATIONALLY THROUGH ITS IN HOUSE MAGAZINE, WEBSITE, NESLETTERS, ADVERTISEMENTS AND MARKETING. 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 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 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 30 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 1 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 0 DC X THE ORGANIZATION 2024792200 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 BG MICHAEL J SILVA IMMEDIATE PAST PRESIDENT 1.00 4.00 X X 0 0 0 COL JAMES R SWEENEY PRESIDENT 1.00 4.00 X X 0 0 0 LT COL DONALD L STOCKTON PRESIDENT ELECT 1.00 4.00 X X 0 0 0 CWO4 DALE J ANDERSEN NAVAL SERVICES NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 LTDR JENNIFER FRANCO NAVAL SERVICES NATIONAL JR VICE PRESIDENT 1.00 4.00 X X 0 0 0 COL MARGARET A COPE AIR FORCE NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 CPT FATIMA D MCPHAUL ARMY NATIONAL JR VICE PRESIDENT 1.00 4.00 X X 0 0 0 TSGT STEPHANIE CHITTY AIR FORCE JR VICE PRESIDENT 1.00 4.00 X X 0 0 0 LTC HAZEL L ROBINSON ARMY NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 CPT STEVEN C BARNARD ARMY NATIONAL EXEC COMM 1.00 4.00 X 0 0 0 LTC MILTON D HOUGHTON ARMY NATIONAL EXEC COMM 1.00 4.00 X 0 0 0 COL MONTI G ZIMMERMAN ARMY NATIONAL EXEC COMM 1.00 4.00 X 0 0 0 COL DAVID ANDERSON AIR FORCE NATIONAL EXEC COMM 1.00 4.00 X 0 0 0 LT GEORGE S MCELWEE NAVAL SERVICES NATIONAL EXEC COMM 1.00 4.00 X 0 0 0 CAPT RICKEY D THOMAS NAVAL SERVICES NATIONAL EXEC COMM 1.00 4.00 X 0 0 0 COL WILLIAM L HOLAHAN NAVAL SERVICES NATIONAL EXEC COMM 1.00 4.00 X 0 0 0 CMSGT SHANE SMITH AIR FORCE NATIONAL EXEC COMM 1.00 4.00 X 0 0 0 MAJ LEONARD JOHN SOBIESKI III AIR FORCE NATIONAL EXEC COMM 1.00 4.00 X 0 0 0 LTC RICHARD K SPENCER ARMY NATIONAL EXEC COMM THRU 8/2016 1.00 4.00 X 0 0 0 CAPT ZACHARY WALKER AIR FORCE JR VP THRU 8/2016 1.00 4.00 X X 0 0 0 JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 28.00 12.00 X 140000 0 0 SUSAN LUKAS DIRECTOR, AIR FORCE AFFAIRS 20.00 20.00 X 110000 0 0 LANI BURNETT CHIEF OF STAFF 20.00 20.00 X 113910 0 0 363910 0 0 3 0 0 0 DPR CONSTRUCTION 2941 FAIRVIEW PARK DRIVE SUITE 600 FALLS CHURCH VA 22042 CONSTRUCTION FOR MEMORIAL BUILDING UPGRA 710500 1 628071 628071 NET PREMIUM ALLOWANCE 900099 802508 802508 RESOURCE DEVELOPMENT 900099 169393 169393 INTERNATIONAL PROGRAMS 900099 112312 112312 MEMBER DUES 900099 87219 87219 CONVENTION AND MEETINGS 900099 47297 47297 7237 6237 1000 1225966 13872 13872 254304 254304 1126658 272260 1082258 103690 44400 168570 212970 212970 4486105 4371538 114567 114567 114567 MISCELLANEOUS REVENUE 900099 110818 110818 BUILDING INCOME 900099 65532 65532 176350 2626100 422458 213970 1361601 X 140000 362370 10582 65553 40287 7039 120688 3030 176941 53497 139197 65883 17214 144113 25380 66863 38642 TAXES AND LICENSES 57409 BUILDING EXPENSES 25205 MISCELLANEOUS 19422 SEMINARS AND PROFESSION 18362 6866 1604543 128534 982528 54922 84321 729065 160859 374708 477217 13721287 6576166 6688278 7145121 5981040 5500150 2294450 2093263 16250997 16443459 425513 190870 6355807 6595165 4530594 636751 4391611 11948665 11177646 X 3545342 4508823 756990 756990 4302332 5265813 16250997 16443459 1021557 -58076 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 314810 314810 12174844 5444936 6729908 1231633 1131230 100403 7145121 457(B) PLAN ASSETS 80962 INSURANCE PREMIUM STABILIZATION 693833 NET RECEIVABLE FROM AFFILIATES 1318468 2093263 SECURITY DEPOSIT LIABILITY 800 DEPT SHARE - MEMBERSHIP DUES 533446 DEFERRED COMPENSATION 80962 NET PAYABLE TO AFFILIATES 3776403 4391611 X PART X, LINE 2: ROA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(19) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, CERTAIN ACTIVITY OF ROA IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS EXEMPT STATUS. ADDITIONALLY, MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE ORGANIZATION AS OF MARCH 31, 2017. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION HAS CONTRACTED WITH SMITHBUCKLIN CORP TO PERFORM MANAGEMENT FUNCTIONS SINCE 2015. 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 DIRECTO. 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 11B 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 GEORGRAPHICAL LOCATION. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST REVIEWED IN DECEMBER 2015. ALL DIRECTORS' COMPENSATION IS BASED ON SCOPE OF WORK AND RESPONSIBILITIES REQUIRED OF THE POSITION, AND ARE IN ALIGNMENT WITH COMPARABLE COMPENSATION FOR SIMILAR POSTIONS WITHIN OUR GEOGRAPHICAL LOCATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE TO THE PUBLIC UPON REQUEST OR ON COMPANY WEBSITE. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING 7,483. PRINTING AND PUBLICATION 35,631. DIRECT MAIL CAMPAIGN 37,941. PROFESSIONAL DEVELOPMENT 95,886. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TOP OF THE HILL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 205408316 RENTAL DC 736583 1428084 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 AND 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 NATIONAL SECURITY. DC 501(C)(3) LINE 10 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 12B, II 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 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 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 FMV RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND Q FMV ROA STANDING TOGETHER FOR AMERICA'S RESERVISTS FOUNDATION Q FMV HENRY J REILLY MEMORIAL LIBRARY AND SCHOLARSHIP FUND Q FMV