2014-11-07T08:23:38-06:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2013-01-01 540460860 MARINE CORPS ASSOCIATION MARI 7036400165 715 BROADWAY STREET QUANTICO VA 22134 JOHNNA EBEL DIRECTOR OF FINANCE 7036400165 2014-10-23 1 DAVID TRIMNER P00444822 5712279500 2013 2015-11-30 17:44:51Z EDWARD USHER III 715 BROADWAY STREET QUANTICO VA 22134 12467217 0 X WWW.MCA-MARINES.ORG X 1972 DC THE MISSION OF THE MARINE CORPS ASSOCIATION IS TO SUPPORT THE MARINE CORPS BY DISSEMINATING KNOWLEDGE OF MILITARY ART AND SCIENCE AMONG MARINES, PROVIDE OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT FOR MARINES AND TO FOSTER THE SPIRIT AND PRESERVE THE TRADITIONS OF THE MARINE CORPS THROUGHOUT THE MARINE CORPS FAMILY. 20 19 129 26 723271 -12928 54695 477048 4504183 4386137 40476 47226 4124439 3669296 8723793 8579707 57505 172620 0 0 4911522 4727388 0 0 0 4002041 3858273 8971068 8758281 -247275 -178574 16577539 17191759 3916539 3724458 12661000 13467301 X THE MISSION OF THE MARINE CORPS ASSOCIATION IS TO SUPPORT THE MARINE CORPS BY DISSEMINATING KNOWLEDGE OF MILITARY ART AND SCIENCE AMONG MARINES, PROVIDE OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT FOR MARINES AND TO FOSTER THE SPIRIT AND PRESERVE THE TRADITIONS OF THE MARINE CORPS THROUGHOUT THE MARINE CORPS FAMILY. 0 0 RETAIL OPERATIONS:SINCE THE MARINE CORPS ASSOCIATION IS THE PREMIER PROVIDER OF ALL IN-PRINT BOOKS LISTED ON THE MARINE CORPS PROFESSIONAL READING PROGRAM, IT OPERATES A RETAIL BOOK SERVICE (BOTH ONLINE AND THROUGH BRICK AND MORTAR STORES) FOR THE CONVENIENCE OF MEMBERS IN BUILDING THEIR OWN PROFESSIONAL LIBRARIES. BOOKSTORES ARE LOCATED IN CAMP LEJEUNE, NORTH CAROLINA AND WITHIN THE MARINE SHOP IN QUANTICO, VIRGINIA. THE MAIL ORDER SERVICE IS LOCATED IN QUANTICO, VIRGINIA, IN THE MARINE CORPS ASSOCIATION HEADQUARTERS. WITH THE PURCHASE OF THE MARINE SHOP IN QUANTICO, VIRGINIA, IN JANUARY 2007, THE MARINE CORPS ASSOCIATION IS NOW ABLE TO OFFER QUALITY UNIFORMS, ACCESSORIES AND SERVICES TO ALL MARINES. THESE PRODUCTS AND SERVICES COMPLEMENT MARINE CORPS ASSOCIATION'S OTHER PROFESSIONAL OFFERINGS AND ENABLE MARINE CORPS ASSOCIATION TO BETTER SERVE ALL MARINES' NEEDS. PUBLICATIONS AND MEMBERSHIP:THE MARINE CORPS ASSOCIATION PRODUCES TWO MONTHLY PUBLICATIONS, THE "MARINE CORPS GAZETTE" AND THE "LEATHERNECK." THE "MARINE CORPS GAZETTE'S" MISSION HAS REMAINED UNCHANGED DURINGS ITS 100 YEARS OF PUBLICATION: "TO PROVIDE A FORUM FOR THE EXCHANGE OF IDEAS THAT WILL ADVANCE KNOWLEDGE, INTEREST AND ESPRIT IN THE MARINE CORPS". THE "LEATHERNECK MAGAZINE" CONTINUES ITS COMMITMENT TO TELLING THE CORPS' STORY WITH ARTICLES ON ITS ILLUSTRIOUS HISTORY, CURRENT OPERATIONS AND EXERCISES, CONTINUING UPDATES ON THE ORGANIZATION AND EQUIPMENT OF MARINES, AND PLANS FOR THE FUTURE. THESE MAGAZINES ARE OFFERED AS PART OF THE BENEFITS OF MCA MEMBERSHIP. PROFESSIONAL DEVELOPMENT AND AWARDS DINNER:EACH YEAR MCA ADVANCES LEADERSHIP AND RECOGNIZES EXCELLENCE IN MARINES THROUGH DINNERS, LUNCHEONS AND PROFESSIONAL EVENTS. THESE PROFESSIONAL DEVELOPMENT OPPORTUNITIES PROMOTE CAMARADERIE AMONG MARINES AND PROVIDE THE OPPORTUNITY FOR MARINES TO LEARN LEADERSHIP AND MENTORING SKILLS, ACQUIRE ADDITIONAL KNOWLEDGE OF ONGOING OPERATIONS, AND RECEIVE STRATEGIC AND TACTICAL INFORMATION FROM HIGH PROFILE GUEST SPEAKERS. IN 2013 MCA HOSTED 11 DINNERS, THREE RECEPTIONS AND ONE LUNCHEON WITH MORE THAN 5,000 MARINES IN ATTENDANCE HONORING 37 MARINES WITH PREMIER AWARDS. 0 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 30 0 129 1 1 1 0 0 0 1 1 0 X 20 19 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA NC CA X JOHNNA EBEL 7036400165 715 BROADWAY ST QUANTICO VA 22134 LT GEN RONALD COLEMAN USMC (RET), DIRECTOR 2.00 X 0 0 0 BGEN JOSEPH COMPOSTO USMC (RET), DIRECTOR 2.00 2.00 X 0 0 0 LTCOL JAMES LEDFORD USMC (RET), DIRECTOR 2.00 X 0 0 0 MR THOMAS CORZINE DIRECTOR 2.00 2.00 X 0 0 0 SGT MAJ KIM DAVIS USMC, DIRECTOR 2.00 X 0 0 0 MR MICHAEL HEGARTY DIRECTOR 2.00 2.00 X 0 0 0 MR JAY HOLMES DIRECTOR 2.00 X 0 0 0 MAJ GEN HARRY JENKINS USMC (RET), DIRECTOR 2.00 2.00 X 0 0 0 MR JAKE LEINENKUGEL DIRECTOR 2.00 2.00 X 0 0 0 MR JOHN LOWRY III DIRECTOR 2.00 X 0 0 0 MR MICHAEL MARTZ DIRECTOR 2.00 X 0 0 0 MR JAMES MOSEL DIRECTOR 2.00 X 0 0 0 MAJ GEN GORDON NASH USMC (RET), DIRECTOR 2.00 X 0 0 0 COL DANIEL O'BRIEN USMC (RET), DIRECTOR 2.00 X 0 0 0 MAJ GEN EUGENE PAYNE JR USMC (RET), DIRECTOR 2.00 X 0 0 0 LTCOL GREG REEDER USMC (RE), DIRECTOR 2.00 X 0 0 0 MR SKIP SACK DIRECTOR 2.00 2.00 X 0 0 0 MGYSGT STEVEN WILLIAMS USMC (RET), DIRECTOR 2.00 X 0 0 0 COL STEVEN WALDRON USMC (RET), DIRECTOR 2.00 X 0 0 0 MAJ GEN EDWARD USHER III USMC (RET), CEO & PRESIDEN 32.00 8.00 X X 190949 47737 1013 JOHNNA EBEL DIRECTOR OF FINANCE & TREA 36.00 4.00 X 73991 8221 9158 JOHN ESSLINGER CHIEF OPERATING OFFICER 36.00 4.00 X 181609 20179 24399 JOHN KEENAN DIRECTOR OF PROGRAMS/EDITOR 28.00 12.00 X 83239 35674 7070 WALTER FORD PUBLISHER 40.00 X 102760 0 6591 LEEANN MITCHELL DIRECTOR OF PROFESSIONAL E 26.00 14.00 X 70232 37816 6117 702780 149627 54348 5 0 1 0 PUBLISHERS PRESS PO BOX 37500 LOUISVILLE KY 40233 MAGAZINE PUBLISHING 673450 UNLEASHED TECHNOLOGIES LLC 10005 OLD COLUMBIA RD SUITE L-261 COLUMBIA MD 21046 WEBSITE DESIGN 223758 MILITARY MEDIA 634 77TH STREET BROOKLYN NY 11209 ADVERTISING SALES 104017 MINDSHIFT TECHNOLOGIES 309 WAVERLEY OAKS RD WALTHAM MA 22134 IT SUPPORT AND SERVICES 103537 4 477048 477048 MEMBERSHIP DUES 900099 2014053 2014053 PROFESSIONAL DEVELOPMENT 900099 908800 908800 LEATHERNECK MAGAZINE 541800 705695 329068 376627 MARINE CORPS GAZETTE 541800 384351 37707 346644 ENDORSEMENT FEES 900099 274899 274899 98339 98339 4386137 47216 47216 206323 206323 52900 0 52900 52900 52900 202628 202618 10 10 10 7092089 3684892 3407197 3407197 OTHER INCOME 900099 2876 2876 2876 8579707 5788025 723271 1591363 172620 477763 3605938 111664 221429 310594 7540 46437 3713 159071 384166 392540 228889 4721 81793 41900 518558 9628 320354 74019 PUBLICATION EXPENSE 1385341 REPAIRS AND MAINTENANCE 131817 INCOME TAX 25530 REPLACEMENT/LOST/DAMAGE 3862 38394 8758281 999477 830148 922402 933288 1626789 1560403 85536 129915 10952397 6709361 4273187 4243036 1538193 1338503 7130366 8156466 1589 0 16577539 17191759 767250 789579 3043650 2862442 105639 72437 3916539 3724458 X 12408625 13220726 197275 191475 55100 55100 12661000 13467301 16577539 17191759 -178574 984875 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45100 2487 2487 45100 45100 3707 3707 45100 48807 -652 3055 45100 45100 3707 48807 45100 2023 2023 45100 1.00000 0 0 106000 106000 8694212 5033725 3660487 46733 46733 0 1851127 1600919 250208 254325 27984 226341 4243036 JP MORGAN GLOBAL ACCESS FUND 8156466 F 8156466 X 12264595 0 12264595 -3684888 -3684888 8579707 12443169 3684888 3684888 8758281 0 8758281 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO GENERATE EARNINGS TO SUPPORT WRITING AND ACADEMIC AWARDS GIVEN TO MARINES. WRITING AWARDS ARE GIVEN TO MARINES FOR ESSAY CONTESTS IN THE FOLLOWING AREAS: LEADERSHIP, COMBAT INNOVATION, STATE OF THE CORPS AND BOLDNESS AND DARING. ACADEMIC AWARDS ARE GIVEN FROM THESE FUNDS TO THE GRADUATES OF OFFICER CANDIDATE SCHOOL AND THE BASIC SCHOOL WITH THE HIGHEST ACADEMIC AVERAGES. PART X, LINE 2: MARINE CORPS ASSOCIATION AND MARINE CORPS ASSOCIATION FOUNDATION ARE TAX-EXEMPT, BUT ARE BOTH SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS ACTIVITIES. MARINE CORPS ASSOCIATION AND MARINE CORPS ASSOCIATION FOUNDATION HAVE ADOPTED THE GUIDANCE ON THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAD NO IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. BOTH ORGANIZATIONS FILE AS A TAX EXEMPT ORGANIZATION. SHOULD THE TAX-EXEMPT STATUS OF MARINE CORPS ASSOCIATION BE CHALLENGED IN THE FUTURE, THE 2010, 2011, AND 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS -3,684,888. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 3,684,888. 1 MARINE CORPS ASSOCIATION FOUNDATION 715 BROADWAY STREET QUANTICO VA 22134 800340923 501(C)(3) 165420 FUND CHARITY 1 1 SCHEDULE I, PART I, LINE 2 THE GRANT IS TO A RELATED 501(C)(3)ORGANIZATION TO SUPPORT THEIR OPERATIONS. X X X X 0 0 0 MAJ GEN EDWARD USHER III USMC (RET), CEO & PRESIDEN 190315 47579 0 0 634 158 0 0 1013 0 191962 47737 0 0 JOHN ESSLINGER CHIEF OPERATING OFFICER 179154 19906 230 26 2225 247 9361 1040 12598 1400 203568 22619 0 0 FORM 990, PART VI, SECTION A, LINE 6 AS THE PROFESSIONAL ASSOCIATION OF MARINES, THE ORGANIZATION HAS A LARGE NUMBER OF MEMBERS WHO JOIN TO PROMOTE THE ASSOCIATION'S MISSION, RECEIVE THE MAGAZINES PUBLISHED BY THE ASSOCIATION, ATTEND EVENTS AND RECEIVE OTHER BENEFITS ASSOCIATED WITH BEING A MEMBER. FORM 990, PART VI, SECTION B, LINE 11 THE ASSOCIATION'S CEO, COO AND AUDIT COMMITTEE WILL REVIEW THE DRAFT FORM 990 BEFORE IT IS FILED. THEY WILL REVIEW THE 990 AND RETURN ANY COMMENTS TO THE DIRECTOR OF FINANCE. AN ELECTRONIC COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. THE STATEMENT REQUIRES DISCLOSURE OF ALL PROFESSIONAL, BUSINESS AND/OR VOLUNTEER POSITIONS THAT MAY GIVE RISE TO CONFLICTS WITH THEIR POSITION ON THE BOARD. IT ALSO REQUIRES DISCLOSURE OF ALL INSTANCES IN WHICH A BOARD MEMBER MAY BE A VENDOR, EMPLOYED OR CONSULTING WITH A VENDOR TO THE ASSOCIATION. ANY POSSIBLE CONFLICTS THAT ARE DISCLOSED ARE REVIEWED BY COUNSEL. IN ADDITION, THE ASSOCIATION HAS A CONFLICT OF INTEREST POLICY IN ITS HANDBOOK WHICH IS DISTRIBUTED TO ALL EMPLOYEES. EMPLOYEES ACKNOWLEDGE THEY HAVE READ AND AGREE TO ADHERE TO THE POLICIES ON A FORM. THE CONFLICT OF INTEREST POLICY IS EXPLAINED IN THE HANDBOOK WITH SPECIFIC INSTRUCTIONS ON HOW TO REPORT AN ACTUAL OR POTENTIAL CONFLICT. SUPERVISORS ARE NOTIFIED AND THE COO EVEALUATES THESE REPORTS AND INSTRUCTS THE EMPLOYEE AS TO THE PROPER COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE CEO USING INFORMATION SUCH AS PERFORMANCE, SALARY DATA AND EXPERIENCE. THIS PROCESS WAS LAST PERFORMED IN 2012. THE CEO AND COO ESTABLISH COMPENSATION OF THESE PERSONS USING INFORMATION SUCH AS SALARY DATA FOR THE POSITION FROM OUTSIDE SOURCES, PERFORMANCE AND EXPERIENCE. THIS PROCESS WAS CONDUCTED DURING 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MARINE CORPS ASSOCIATION FOUNDATION 715 BROADWAY STREET QUANTICO VA 22134 800340923 TO SUPPORT THE MARINE CORPS DC 501(C)(3) LINE 7 MARINE CORPS ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 MARINE CORPS ASSOCIATION FOUNDATION B 165420 BOOK VALUE MARINE CORPS ASSOCIATION FOUNDATION O 299293 BOOK VALUE MARINE CORPS ASSOCIATION FOUNDATION N 26750 BOOK VALUE