2023-08-14T13:41:51-05:00 2022-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2022-04-01 521642747 DEFENSE EDUCATION TRUST FUND DEFE 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 2129 0 X WWW.ROA.ORG X 1989 DC ESTABLISHED AS THE EDUCATIONAL BRANCH OF THE RESERVE OFFICERS ASSOCIATION, THE DEFENSE EDUCATION FORUM (DEF) STANDS AS THE NATION'S PREMIER SOURCE FOR INFORMATION CONCERNING RESERVE COMPONENT TOPICS AND PRESSING NATIONAL SECURITY ISSUES IMPACTING RESERVE SERVICE MEMBERS WITH AN ONGOING CALENDAR OF FORUMS, SEMINARS, CONFERENCES, AND OTHER EDUCATIONAL PROGRAMS FEATURING THE NATION'S TOP EXPERTS. DEF BROADENS THE SCOPE AND EXPOSURE OF THE RC AND NATIONAL SECURITY ISSUES TO CIVILIAN, MILITARY, LEGISLATIVE COMMUNITIES, AND BEYOND. IN ADDITION, DEF PRODUCES ROA'S UNIQUE PROFESSIONAL DEVELOPMENT SEMINARS THAT BRING YOUNG SERVICE MEMBERS FROM ALL BRANCHES OF THE RC TOGETHER FOR UNPARALLELED MENTORING, NETWORKING, AND EDUCATIONAL OPPORTUNITIES IN A ONE OF A KIND JOINT OPERATIONAL ENVIRONMENT. 19 18 0 0 0 0 0 0 0 0 1492 2129 0 0 1492 2129 0 0 0 0 0 0 0 0 0 478 327 478 327 1014 1802 144242 144678 0 0 144242 144678 X ESTABLISHED AS THE EDUCATIONAL BRANCH OF THE RESERVE OFFICERS ASSOCIATION, THE DEFENSE EDUCATION FORUM (DEF) STANDS AS THE NATION'S PREMIER SOURCE FOR INFORMATION CONCERNING RESERVE COMPONENT TOPICS AND PRESSING NATIONAL SECURITY ISSUES IMPACTING RESERVE SERVICE MEMBERS WITH AN ONGOING CALENDAR OF FORUMS, SEMINARS, CONFERENCES, AND OTHER EDUCATIONAL PROGRAMS FEATURING THE NATION'S TOP EXPERTS. DEF BROADENS THE SCOPE AND EXPOSURE OF THE RC AND NATIONAL SECURITY ISSUES TO CIVILIAN, MILITARY, LEGISLATIVE COMMUNITIES, AND BEYOND. IN ADDITION, DEF PRODUCES ROA'S UNIQUE PROFESSIONAL DEVELOPMENT SEMINARS THAT BRING YOUNG SERVICE MEMBERS FROM ALL BRANCHES OF THE RC TOGETHER FOR UNPARALLELED MENTORING, NETWORKING, AND EDUCATIONAL OPPORTUNITIES IN A ONE OF A KIND JOINT OPERATIONAL ENVIRONMENT. 0 0 TO EDUCATE AND INFORM THE PUBLIC OF KEY ISSUES AND PROBLEMS AFFECTING NATIONAL SECURITY, AND PUBLICATION OF RESERVE OFFICERS ASSOCIATION NATIONAL SECURITY REPORT. 1 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 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 0 0 0 1 1 0 0 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 2129 2129 2129 0 0 2129 327 327 327 0 327 0 133930 121672 10312 23006 144242 144678 0 0 X 57631 58067 86611 86611 144242 144678 144242 144678 1802 -1366 0 X 0 0 0 X 10000 16511 26511 10000 16511 26511 0 0 0 26511 2732 2573 1772 2382 2129 11588 2732 2573 1772 2382 2129 11588 12732 19084 1772 2382 2129 38099 0.69580 0.69480 0.30420 0.30520 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. 0 DUE FROM ROA STARS 23006 23006 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 B, LINE 11B THE ORGANIZATION'S PRESIDENT, TREASURER, AND EXECUTIVE DIRECTOR WILL REVIEW THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE TO THE PUBLIC ON ORGANIZATION'S WEBSITE AND UPON REQUEST. RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES ONE CONSTITUTION AVE NE WASHINGTON DC 20002 530132450 SUPPORT & PROMOTE DEVELOPMENT & EXECUTION OF MILITARY POLICY DC 501(C)(19) & (C)(23) N/A 0 MEMORIAL ENDOWMENT TRUST ONE CONSTITUTION AVE NE WASHINGTON DC 20002 521788931 CHARITABLE & EDUCATIONAL PURPOSES AND FINANCIAL SUPPORT FOR ROA DC 501(C)(3) LINE 7 RESERVE OFFICERS ASSOCIATION 0 HENRY J REILLY SCHOLARSHIP ONE CONSTITUTION AVE NE WASHINGTON DC 20002 526056998 GRANTING EDUCATION 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 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0