2024-05-03T09:29:51-05:00 2023-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2023-01-01 521271179 BUSINESS EXECUTIVES FOR NATIONAL SECURITY BUSI 2022962125 1030 15TH STREET NW 200 E WASHINGTON DC 20005 KAREN KINNAMONT-STEWART SVP FINANCE & ADMIN 2022962125 2024-05-03 1 KAREN KINNAMONT-STEWART 999009999 0 LISA JOHNSON P01250416 4106855512 2024-04-23 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z TIMOTHY RAY 1030 15TH STREET NW 200 E WASHINGTON DC 20005 8005339 0 X WWW.BENS.ORG X 1982 DC TO APPLY BEST BUSINESS PRACTICES TO ADDRESS THE NATION'S MOST PRESSING SECURITY CHALLENGES. 39 39 50 0 0 0 7426480 7322283 0 0 78735 352218 -621575 -156099 6883640 7518402 0 0 0 0 5510343 5422338 0 0 858744 2511998 2970193 8022341 8392531 -1138701 -874129 20589751 22840078 9429935 11684783 11159816 11155295 X TO APPLY BEST BUSINESS PRACTICES TO ADDRESS THE NATION'S MOST PRESSING SECURITY CHALLENGES. 0 0 3414538 MEETINGS, PROGRAMS DEVELOPMENT, AND IMPLEMENTATION: BENS SERVES AS A PRIMARY CHANNEL FOR MEANINGFUL EXCHANGE BETWEEN SENIOR PRIVATE SECTOR EXECUTIVES AND LEADERS FROM ACROSS THE NATIONAL SECURITY ENTERPRISE. THROUGH HOSTING EVENTS AND CONVERSATIONS AROUND THE COUNTRY WITH THESE LEADERS, AS WELL AS SELF-FINANCED VISITS TO SITES OF RELEVANCE TO NATIONAL AND INTERNATIONAL SECURITY, BENS MAKES IT POSSIBLE FOR PRIVATE SECTOR LEADERS TO LEARN ABOUT MAJOR ISSUES CONFRONTING THE NATIONAL SECURITY COMMUNITY AND TO SHARE INSIGHTS AND BEST PRACTICES FROM INDUSTRY THAT COULD HELP ADDRESS THEIR CURRENT CHALLENGES. IN 2022, BENS HOSTED TWO LARGE EVENTS, ONE OF WHICH WAS THE 40TH ANNIVERSARY GALA, AND NUMEROUS OTHER NATIONAL, INTERNATIONAL AND REGIONAL EVENTS. 3263223 PROJECT DEVELOPMENT AND IMPLEMENTATION: BENS WORK IS FOCUSED IN THREE MAJOR AREAS DESIGNED TO MEET THE NEEDS OF OUR NATIONAL SECURITY PARTNERS AND MOST EFFECTIVELY ADDRESS THE BUSINESS PRACTICE COMPONENTS OF THE MAJOR NATIONAL SECURITY CHALLENGES THE UNITED STATES FACES: (1) THE 21ST CENTURY NATIONAL SECURITY WORKFORCE, SINCE RECRUITING AND SUSTAINING A TALENTED WORKFORCE IS CRITICAL TO TACKLING 21ST CENTURY CHALLENGES, ESPECIALLY SAFEGUARDING NATIONAL AND HOMELAND SECURITY; (2) NATIONAL SECURITY STRATEGIC MODERNIZATION/ORGANIZATIONAL TRANSFORMATION, BECAUSE FOREIGN ADVERSARIES AND MALICIOUS ACTORS CONTINUOUSLY PROBE BOTH THE PUBLIC AND PRIVATE SECTOR INFRASTRUCTURES FOR VULNERABILITIES TO EXPLOIT AND THE FEDERAL GOVERNMENT HAS RECOGNIZED THAT PRIVATE SECTOR INVOLVEMENT AND ENGAGEMENT IS CRITICAL TO MEET THESE CHALLENGES; (3) DEFENSE REFORM, WHERE, AS THE PENTAGON SOUGHT TO OVERHAUL ITS BUSINESS OPERATIONS IN SEVERAL CRITICAL AREAS, BENS HAS BEEN WORKING WITH DOD BUSINESS REFORM LEADERS IN SOME OF THESE AREAS, INCLUDING TECHNOLOGY AND BUSINESS SYSTEMS REFORM. 6677761 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X KAREN KINNAMONT-STEWART 2022962125 1030 15TH ST NW SUITE 200 E WASHINGTON DC 20005 GERENCSER MARK J CHAIRMAN 2.00 X X 0 0 0 BENAROYA RAPHAEL VICE CHAIR 0.20 X X 0 0 0 BOIS MARY M VICE CHAIR 0.20 X X 0 0 0 BOVIN DENIS A VICE CHAIR 0.20 X X 0 0 0 MARKS RAMON P VICE CHAIR 0.20 X X 0 0 0 MOSLER BRUCE E CHAIRMAN EMERITUS 0.20 X X 0 0 0 BARRON PATRICIA C BOARD MEMBER 0.20 X 0 0 0 BUTLER CALVIN G BOARD MEMBER 0.20 X 0 0 0 COLE SAMUEL BOARD MEMBER 0.20 X 0 0 0 COLLINS CHRISTOPHER W BOARD MEMBER 0.20 X 0 0 0 COX JR HOWARD E BOARD MEMBER 0.20 X 0 0 0 DARNELL STEVEN E BOARD MEMBER 0.20 X 0 0 0 DEPINTO JOSEPH M BOARD MEMBER 0.20 X 0 0 0 DIXON DONALD R BOARD MEMBER 0.20 X 0 0 0 DORDAL PETE JR BOARD MEMBER 0.20 X 0 0 0 FIELD EZRA S BOARD MEMBER 0.20 X 0 0 0 FINELLI FRANCIS BOARD MEMBER 0.20 X 0 0 0 GERMANY BALLINTY RHONDA BOARD MEMBER 0.20 X 0 0 0 GILBERT GS BECKWITH BOARD MEMBER 0.20 X 0 0 0 HACKER MARK S BOARD MEMBER 0.20 X 0 0 0 HANKIN MICHAEL D BOARD MEMBER 0.20 X 0 0 0 HIGGINS THOMAS J BOARD MEMBER 0.20 X 0 0 0 HURLEY JOHN K BOARD MEMBER 0.20 X 0 0 0 KANIA JR EDWIN M BOARD MEMBER 0.20 X 0 0 0 MARCUS PAUL BOARD MEMBER 0.20 X 0 0 0 MONKS BRIAN H BOARD MEMBER 0.20 X 0 0 0 NEWMAN MARK S BOARD MEMBER 0.20 X 0 0 0 NIXON GREGORY S BOARD MEMBER 0.20 X 0 0 0 PARKER STUART B BOARD MEMBER 0.20 X 0 0 0 ROGERS KRISTI M BOARD MEMBER 0.20 X 0 0 0 SHEDLIN ROGER S BOARD MEMBER 0.20 X 0 0 0 SHENKMAN MARK R BOARD MEMBER 0.20 X 0 0 0 SHIRA JAMES BOARD MEMBER 0.20 X 0 0 0 SMITH DONALD V BOARD MEMBER 0.20 X 0 0 0 STEPHENSON THOMAS F BOARD MEMBER 0.20 X 0 0 0 STORCH DAVID P BOARD MEMBER 0.20 X 0 0 0 BAIN PAUL BOARD MEMBER 0.20 X 0 0 0 BEDULA LAUREN BOARD MEMBER 0.20 X 0 0 0 DRISCOLL JOHN P BOARD MEMBER 0.20 X 0 0 0 HERSH ANDREW B BOARD MEMBER 0.20 X 0 0 0 KUNKLER WILLIAM C BOARD MEMBER 0.20 X 0 0 0 COSENTINO TOM COO 40.00 X 246695 0 13311 VOTEL JOSEPH PRESIDENT & CEO (THROUGH 6/2023) 40.00 X 573283 0 26012 KINNAMONT KAREN SVP FINANCE & ADMIN 40.00 X 166333 0 32708 RAY TIMOTHY PRESIDENT & CEO 40.00 X 187500 0 9760 KENNING KATHERINE DIRECTOR FOR CALIFORNIA 40.00 X 147033 0 24839 MCCARTHY DEBORAH SVP FOR MEMBERSHIP & STRAT 40.00 X 208183 0 50623 MCGRATH VICTORIA DIRECTOR FOR THE NY METRO 40.00 X 161865 0 42923 MOONIS GENEVIEVE SVP FOR MEMBERSHIP 40.00 X 179433 0 49473 GIGLIO JENNIFER VICE PRESIDENT 40.00 X 147884 0 21434 2018209 0 271083 10 0 1 0 UNIZO REAL ESTATE DC FIVE LLC 1330 MARYLAND AVE SW WASHINGTON DC 20224 OCCUPANCY 547910 TRADE CENTER MANAGEMENT PO BOX 14580 WASHINGTON DC 20044 FALL GALA 143669 JAMES F GEURTS 1423 HAGUE DR SW LEESBURG VA 20175 CONSULTANT 100100 3 1962032 5360251 178658 7322283 357025 357025 32338 32075 5070 263 -5070 -4807 -4807 281225 1962032 449792 -168567 -168567 OTHER INCOME 900099 12468 12468 12468 7518402 0 0 196119 1255604 842182 284006 129416 3170791 2626269 249718 294804 90147 81225 8922 581449 499097 27690 54662 324347 269208 22704 32435 15043 12486 1053 1504 28151 23365 1971 2815 30000 30000 443434 363943 35642 43849 294223 244205 20596 29422 111747 92750 7822 11175 998149 828464 69870 99815 113460 94172 7942 11346 747414 543889 83804 119721 87547 72664 6128 8755 31966 26531 2238 3197 DUES AND SUBSCRIPTIONS 39606 32873 2772 3961 EMPLOYEE DEVELOPMENT 10334 8576 724 1034 OTHER EXPENSES 9916 8223 702 991 REPAIRS AND MAINTENANCE 9203 7639 644 920 8392531 6677761 856026 858744 5321749 4645830 413591 204212 69903 120582 843376 397572 209017 445804 6067142 7086323 8508349 10337327 20589751 22840078 661576 339738 8768359 11345045 9429935 11684783 X 11159816 11130295 25000 11159816 11155295 20589751 22840078 -874129 869608 0 X X 0 1 X 1 0 X 7104350 6932299 8716971 7426570 7322283 37502473 7104350 6932299 8716971 7426570 7322283 37502473 37502473 253986 172051 230110 209063 357025 1222235 2610 34948 22287 63019 12468 135332 38860040 0.96510 0.96640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 162734 30115 132619 178698 166994 11704 501944 200463 301481 445804 RIGHT OF USE ASSET 11822061 ACCUMULATED AMORTIZATION RIGHT OF USE ASSET -1534098 SECURITY DEPOSIT 49364 10337327 LEASE LIABILITY SHORT TERM 780653 LEASE LIABILITY LONG TERM 10564392 11345045 X 8358010 869608 869608 7488402 30000 30000 7518402 8362531 0 8362531 30000 30000 8392531 PART X, LINE 2: BENS IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3). INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. BENS HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2023. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. DC DINNER 808203 651228 156975 143669 48957 NY DINNER 1055323 931073 124250 196153 61013 1863526 1582301 281225 339822 109970 449792 -168567 X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 VOTEL JOSEPH PRESIDENT & CEO (THROUGH 6/2023) 533083 0 40200 0 0 0 22931 0 3081 0 599295 0 0 0 COSENTINO TOM COO 233555 0 13140 0 0 0 9868 0 3443 0 260006 0 0 0 MCCARTHY DEBORAH SVP FOR MEMBERSHIP & STRAT 200183 0 8000 0 0 0 8327 0 42296 0 258806 0 0 0 MOONIS GENEVIEVE SVP FOR MEMBERSHIP 171433 0 8000 0 0 0 7177 0 42296 0 228906 0 0 0 MCGRATH VICTORIA DIRECTOR FOR THE NY METRO 157224 0 4641 0 0 0 6475 0 36448 0 204788 0 0 0 KINNAMONT KAREN SVP FINANCE & ADMIN 166333 0 0 0 0 0 6653 0 26055 0 199041 0 0 0 RAY TIMOTHY PRESIDENT & CEO 187500 0 0 0 0 0 7500 0 2260 0 197260 0 0 0 KENNING KATHERINE DIRECTOR FOR CALIFORNIA 142283 0 4750 0 0 0 5881 0 18958 0 171872 0 0 0 GIGLIO JENNIFER VICE PRESIDENT 140684 0 7200 0 0 0 5915 0 15519 0 169318 0 0 0 PART I, LINE 1A THE CEO IS ALLOWED TO TRAVEL FIRST CLASS AND BRING HIS WIFE AS A COMPANION. CEO AND COO ARE OFFERED A COST OF LIVING ALLOWANCE TO KEEP AN APARTMENT IN WASHINGTON DC. X 8 172726 FMV X REGION EVENTS 6 5932 RECEIPT 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS FORWARDED TO MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING. THE AUDITORS DELIVERED THE PREPARED 990 TO THE RISK & AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. APPROVAL BY ALL MEMBERS WAS UNANIMOUS. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER SIGNS A CONFLICT OF INTEREST POLICY ANNUALLY. ALL DIRECTORS ARE REMINDED OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AT EACH MEETING OF THE BOARD. SENIOR BENS STAFF REGULARLY MONITOR PROJECTS AND ACTIVITIES TO HELP FURTHER AVOID ANY POTENTIAL CONFLICT OF INTEREST SITUATIONS. THE SECRETARY OF THE BENS BOARD OF DIRECTORS RECEIVES REPORTS OF POTENTIAL CONFLICTS OF INTEREST AND, AFTER REVIEWING AND CONSULTING WITH THE CHAIR OF THE GOVERNANCE COMMITTEE, DETERMINES APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION COMMITTEE CONTAINS MEMBERS WITH EXTENSIVE EXPERIENCE WITH COMPENSATION AND HUMAN RESOURCES. THE ORGANIZATION UTILIZED GUIDESTAR SERVICES TO DETERMINE PAY SCALE FOR ORGANIZATION IN SIMILAR SIZE AND FUNCTION IN THE DC AREA. FORM 990, PART VI, SECTION C, LINE 18 990 IS AVAILABLE ON LINE AND VIA CHARITY NAVIGATOR FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE ON CHARITY NAVIGATOR. THE GOVERNING DOCUMENTS AND AUDITED STATEMENT ARE POSTED ON OUR WEBSITE. FORM 990, PART XII, LINE 2C: DRAFT AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE RISK & AUDIT COMMITTEE OF THE BOARD OF DIRECTORS.