2023-08-14T13:17:50-05:00 2022-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2022-04-01 521788931 RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST RESE 2026467728 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 MAJ GEN JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 2026467728 2023-08-10 1 MAJ GEN JEFFREY E PHILLI 999009999 0 DANIEL L WEAVER P01249346 3019860600 2023-08-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAJ GEN JEFFREY E PHIL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 446468 0 X WWW.ROA.ORG X 1991 DC TO PROVIDE FINANCIAL SUPPORT FOR THE RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES THROUGH THE RECEIPT OF CONTRIBUTIONS TO THE TRUST FUND. 19 18 0 0 0 0 13320 264957 0 0 20049 28620 0 0 33369 293577 0 0 0 0 0 0 0 0 0 14784 8729 14784 8729 18585 284848 5123784 5231612 0 0 5123784 5231612 TO PROVIDE FINANCIAL SUPPORT FOR THE RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES THROUGH THE RECEIPT OF CONTRIBUTIONS TO THE TRUST FUND. 0 0 INFORM AND PROMOTE CONTRIBUTORS AND POTENTIAL CONTRIBUTORS OF THE PURPOSE AND FUNCTION OF THE ROA ENDOWMENT TRUST. THE ENDOWMENT HAS A FORMAL PROGRAM FOR BEQUESTS AND WILLS. 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 1 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 DC X THE ORGANIZATION 2026467728 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 COL ANTHONY K ATLAS SR USA RET ARMY NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 COL PAUL L BAILEY USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 CAPT ROBERT H CARMACK USCG RET NATIONAL PRESIDENT 1.00 4.00 X X 0 0 0 LTC VINCENT A CUMMINGS USAR ARMY NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 COL JUDITH A DAVENPORT USA RET IMMEDIATE PAST PRESIDENT 1.00 4.00 X X 0 0 0 CAPT DAVID M EPSTEIN USN RET NATIONAL INTERNATIONAL PROGRAMS OFFICER 1.00 4.00 X 0 0 0 LTC BEVERLEY A HOUGHTON USA RET NATIONAL INTERNATIONAL PROGRAMS OFFICER 1.00 4.00 X 0 0 0 LCDR WILLIAM KOZLOWSKI USNR NAVAL SERVICES NATIONAL JR VICE PRESIDENT 1.00 4.00 X X 0 0 0 CDR JOHN N LEONARD USCG RET NAVAL SERVICES NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 LT COL SUSAN E LUKAS USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 COL RICHARD E NELSON III USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 COL BARBARA D ORTIZ USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 CAPT HENRY E PLIMACK USCGR RET NAVAL SERVICES NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 LTC PETER POWELL JR USAR ARMY NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 CAPT ZOHE QUINTERO USAF RET AIR FORCE NATIONAL JR VICE PRESIDENT 1.00 4.00 X X 0 0 0 LTC MCKINLEY WILLIAMS JR USA RET ARMY NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 COL SCOTT A WILLIS USMCR NAVAL SERVICES NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 CAPT SAMUEL F WRIGHT USN RET NAVAL SERVICES NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 LT COL LAYNE R WROBLEWSKI USAFR AIR FORCE NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 COL MONTI G ZIMMERMAN USA RET ARMY NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 MG JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 4.00 36.00 X X 0 166221 1826 LANI BURNETT CHIEF OF STAFF 5.00 35.00 X 0 121818 2143 0 288039 3969 0 0 1 0 0 264957 264957 30084 30084 151427 152891 -1464 -1464 -1464 293577 0 0 28620 3027 3027 ANNUITY PAYMENTS 5702 5702 8729 0 8729 0 1825426 1673999 3298358 3557613 5123784 5231612 0 0 X 1344462 1401918 3779322 3829694 5123784 5231612 5123784 5231612 284848 -177020 0 X X 0 0 0 X 14652 14848 3377 13320 264957 311154 14652 14848 3377 13320 264957 311154 311154 67908 71984 58034 33047 30084 261057 572211 0.54380 0.15050 X PART II PUBLIC SUPPORT IS MEASURED USING A FIVE-YEAR COMPUTATION PERIOD. THE ACTIVITY FOR THE CURRENT YEAR IS FOR THE SHORT YEAR BEGINNING APRIL 1, 2022 TO DECEMBER 31, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3829694 3829694 3779322 13320 37052 3829694 3471824 3377 304121 3779322 3450676 14848 6300 3471824 3367631 14652 68393 3450676 0 0 0 DUE FROM AFFILIATES 3557613 3557613 PART V, LINE 4: THE MEMORIAL ENDOWMENT TRUST CONSISTS OF ALL GIFTS AND BEQUESTS RECEIVED BY THE RESERVE OFFICERS ASSOCIATION WHICH ARE DIRECTED BY THE DONOR AND INCOME ON INVESTMENTS HELD IN THE FUND. PRINCIPAL MAY NOT BE WITHDRAWN FOR ANY PURPOSE. EARNINGS MAY BE APPROPRIATED AS DESIGNATED BY THE NATIONAL EXECUTIVE COMMITTEE FOR CHARITABLE AND EDUCATIONAL PURPOSES OF THE RESERVE OFFICERS ASSOCIATION, BUT ONLY AS PART OF THE BUDGETARY PROCESS. 0 0 0 0 0 0 0 0 0 MG JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 0 166221 0 0 0 0 0 0 0 1826 0 168047 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED ITS FISCAL YEAR-END TO A CALENDAR YEAR-END. FORM 990, PART VI, SECTION A, LINE 6 ROA, THE SOLE MEMBER OF THE ORGANIZATION IS GRANTED THE 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 SOLE MEMBER THROUGH ITS 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 C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCEDURES HAVE NOT CHANGED SINCE PRIOR YEARS. RESERVE OFFICERS ASSOCIATION ONE CONSTITUTION AVE NE WASHINGTON DC 20002 530132450 SUPPORT & PROMOTE DEVELOPMENT & EXECUTION OF MILITARY POLICY DC 501(C)(19) N/A 0 DEFENSE EDUCATION ONE CONSTITUTION AVE NE WASHINGTON DC 20002 521642747 EDUCATE AND INFORM PUBLIC OF KEY ISSUES AND PROBLEMS AFFECTING NATIONAL SECU DC 501(C)(3) LINE 11 RESERVE OFFICERS ASSOCIATION 0 HENRY J REILLY MEMORIAL LIBRARY & SCHOLARSHIP FUND ONE CONSTITUTION AVE NE WASHINGTON DC 20002 526056998 GRANTING EDUCATIONAL SCHOLARSHIPS TO ENROLLED STUDENTS DC 501(C)(3) LINE 12B, II RESERVE OFFICERS ASSOCIATION 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 RESERVE OFFICERS ASSOCIATION 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 RESERVE OFFICERS ASSOCIATION D 1706223 FMV