2024-12-03T14:01:19-06:00 2023-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2023-01-01 521788931 RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST RESE 2023672402 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 MAJ GEN JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 2026467728 2024-12-03 1 1 DANIEL L WEAVER P01249346 3019860600 2024-11-13 2023 2024-10-15 13:58:12Z MAJ GEN JEFFREY E PHIL ONE CONSTITUTION AVE NE WASHINGTON DC 20002 1371647 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. 18 17 0 0 0 0 264957 3629 0 0 28620 30122 0 0 293577 33751 0 0 0 0 0 0 0 0 0 8729 14202 8729 14202 284848 19549 5231612 5512843 0 1902 5231612 5510941 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 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 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 18 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 DC X THE ORGANIZATION 2023672402 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 MG JEFFREY E PHILLIPS EXECUTIVE DIRECTOR 4.00 36.00 X X 0 168569 18644 CAPT REBECCA ARANGO USAF AIR FORCE NATIONAL JR VICE PRESIDENT 1.00 4.00 X X 0 0 0 CPT STEVEN J ARANGO USMC NAVAL SERVICES NATIONAL JR VICE PRESIDENT 1.00 4.00 X X 0 0 0 COL DONALD C BROWN USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 CAPT ROBERT H CARMACK USCG RET IMMEDIATE PAST PRESIDENT 1.00 4.00 X X 0 0 0 LT COL JUDY M FORD USAF RET AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 CPT NINA N KAZIBWE USAR ARMY NATIONAL JR VICE PRESIDENT 1.00 4.00 X X 0 0 0 LT COL SUSAN E LUKAS USAF RET AIR FORCE NATIONAL VICE PRESIDENT 1.00 4.00 X X 0 0 0 MAJ R REECE NEWSOME USA RET ARMY 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 COL STANLEY G REMER USA RET ARMY 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 USAF R NATIONAL PRESIDENT 1.00 4.00 X X 0 0 0 COL ANTHONY K ATLAS SR USA RET ARMY NATIONAL 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 COL BARBARA D ORTIZ USAF RET AIR FORCE 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 COL MONTI G ZIMMERMAN USA RET ARMY NATIONAL EXECUTIVE COMMITTEEMAN 1.00 4.00 X 0 0 0 LTC VINCENT A CUMMINGS USAR ARMY NATL VP (THRU 10/1/23) 1.00 4.00 X X 0 0 0 COL JUDITH A DAVENPORT USA RET IMMEDIATE PAST PRESIDENT (THRU 10/1/23) 1.00 4.00 X X 0 0 0 LCDR WILLIAM KOZLOWSKI USNR NAVAL SERVICES NATL JR VP (THRU 10/1/23) 1.00 4.00 X X 0 0 0 CAPT ZOHE QUINTERO USAF RET AIR FORCE NATL JR VP (THRU 10/1/23) 1.00 4.00 X X 0 0 0 LTC MCKINLEY WILLIAMS JR USA RET ARMY NTNL EXECUTIVE COMMITTEEMAN(THRU 10/1/23 1.00 4.00 X 0 0 0 COL PAUL L BAILEY USAF RET AIR FORCE NATL EXECUTIVE COMMITTEEMAN(THRU 5/1/23) 1.00 4.00 X 0 0 0 TERESA DIANE MARKHAM DIRECTOR, ADMINISTRATOR 5.00 35.00 X 0 119238 17238 0 287807 35882 0 0 1 0 0 3629 3629 53191 53191 1314827 1337896 -23069 -23069 -23069 33751 0 0 30122 6499 6499 ANNUITY PAYMENTS 7478 7478 FILING FEES 225 225 14202 0 14202 0 10000 1673999 2030962 3557613 3471881 5231612 5512843 1902 0 1902 X 1401918 1681246 3829694 3829695 5231612 5510941 5231612 5512843 19549 249780 10000 0 X X 0 0 0 X 14848 3377 13320 264957 3629 300131 14848 3377 13320 264957 3629 300131 300131 71984 58034 33047 30084 53191 246340 546471 0.54920 0.54380 X 3829694 3829694 3829694 3829694 3779322 13320 37052 3829694 3471824 3377 304121 3779322 3450676 14848 6300 3471824 0.75000 0.25000 0 0 0 DUE FROM AFFILIATES 3471881 3471881 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 168569 0 0 0 0 0 0 0 18644 0 187213 0 0 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 1644422 FMV