Nonprofit · EIN 52-1788931
RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND
Tax-exempt · WASHINGTON, DC 20002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $101,581 | $9,857 | $91,724 | $5,807,608 | $1,901 | $5,805,707 |
| December 31, 2023 | 990 | $33,751 | $14,202 | $19,549 | $5,512,843 | $1,902 | $5,510,941 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $33,344
- Program service revenue
- $0
- Investment income
- $68,237
- Net gain from sales of assets
- $2,209
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $9,857
Balance sheet and other
- Total assets, start of year
- $5,512,843
- Total assets, end of year
- $5,807,608
- Total liabilities, end of year
- $1,901
- Net assets, end of year
- $5,805,707
- Publicly traded securities
- $2,244,412
- Net assets without donor restrictions
- $1,336,372
- Net assets with donor restrictions
- $4,469,335
- Gross receipts
- $149,061
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1991
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| MG JEFFREY E PHILLIPS USA RET | EXECUTIVE DIRECTOR Trustee or director, Officer | 5 | $0 | $188,569 |
| LT COL LAYNE R WROBLEWSKI USAF R | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| COL THOMAS H HUEG USAF RET | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CAPT ROBERT H CARMACK USCG RET | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LT COL SUSAN E LUKAS USAF RET | AIR FORCE VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| COL MONTI G ZIMMERMAN USA RET | ARMY VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CAPT HENRY E PLIMACK USCGR RET | NAVAL SERVICES VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| COL DONALD C BROWN USAF RET | AIR FORCE EXECUTIVE COMMITTEEMAN Trustee or director, Officer | 1 | $0 | $0 |
| LT COL JUDY M FORD USAF RET | AIR FORCE EXECUTIVE COMMITTEEMAN Trustee or director, Officer | 1 | $0 | $0 |
| MAJ R REECE NEWSOME USA RET | ARMY EXECUTIVE COMMITTEEMAN Trustee or director, Officer | 1 | $0 | $0 |
| COL STANLEY G REMER USA RET | ARMY EXECUTIVE COMMITTEEMAN Trustee or director, Officer | 1 | $0 | $0 |
| CAPT SAMUEL F WRIGHT USN RET | NAVAL SERVICES EXECUTIVE COMMITTEEMAN Trustee or director, Officer | 1 | $0 | $0 |
| CDR JOHN N LEONARD USCG RET | NAVAL SERVICES EXECUTIVE COMMITTEEMAN Trustee or director, Officer | 1 | $0 | $0 |
| MG MARGARET C WILMOTH USA RET | NATIONAL PRESIDENT-ELECT (FROM OCT) Trustee or director, Officer | 1 | $0 | $0 |
| MAJ JONATHAN SIH USAF | AIR FORCE EXECUTIVE COMMITTEEMAN (FROM OCT) Trustee or director, Officer | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MSG KEVIN C HOLLINGER ARNG RET | ARMY EXECUTIVE COMMITTEEMAN (FROM OCT) Trustee or director, Officer | 1 | $0 |
| COL WILLIAM L HOLAHAN USMC RET | NAVAL SERVICES EXECUTIVE COMMITTEEMAN (FROM DEC) Trustee or director, Officer | 1 | $0 |
| COL ANTHONY K ATLAS SR USA RET | ARMY VICE PRESIDENT (THRU OCT) Trustee or director, Officer | 1 | $0 |
| CAPT REBECCA ARANGO USAF | AIR FORCE JR VICE PRESIDENT (THRU DEC) Trustee or director, Officer | 1 | $0 |
| CAPT STEVEN J ARANGO USMC | NAVAL SERVICES JR VICE PRESIDENT (THRU DEC) Trustee or director, Officer | 1 | $0 |
| COL BARBARA D ORTIZ USAF RET | AIR FORCE EXECUTIVE COMMITTEEMAN (THRU OCT) Trustee or director, Officer | 1 | $0 |
| COL SCOTT A WILLIS USMCR | NAVAL SERVICES EXECUTIVE COMMITTEEMAN (THRU OCT) Trustee or director, Officer | 1 | $0 |
| LTC HAZEL L ROBINSON USA RET | CHAPLAIN Trustee or director | 1 | $0 |
| CSM TERRY R ATCHISON USA RET | SERGEANT-AT-ARMS Trustee or director | 1 | $0 |
| LTC PETER POWELL JR USAR | HISTORIAN (FROM FEB) Trustee or director | 1 | $0 |
| COL JAMES R SWEENEY II USMC RET | INTERNATIONAL PROGRAMS OFFICER (FROM FEB) Trustee or director | 1 | $0 |
| LT JESSE P SAMLUK USPHS | JUDGE ADVOCATE (FROM SEPT) Trustee or director | 1 | $0 |
| BG LISA DOUMONT USA RET | HEALTH SERVICES OFFICER (THRU MAY) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MG JEFFREY E PHILLIPS | EXECUTIVE DIRECTOR Trustee or director, Officer | 4 | $0 | $168,569 | $18,644 |
| TERESA DIANE MARKHAM | DIRECTOR, ADMINISTRATOR Highest-paid employee | 5 | $0 | $119,238 | $17,238 |
| CAPT REBECCA ARANGO USAF | AIR FORCE NATIONAL JR VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CPT STEVEN J ARANGO USMC | NAVAL SERVICES NATIONAL JR VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| COL DONALD C BROWN USAF RET | AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| CAPT ROBERT H CARMACK USCG RET | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LT COL JUDY M FORD USAF RET | AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| CPT NINA N KAZIBWE USAR | ARMY NATIONAL JR VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LT COL SUSAN E LUKAS USAF RET | AIR FORCE NATIONAL VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MAJ R REECE NEWSOME USA RET | ARMY NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| CAPT HENRY E PLIMACK USCGR RET | NAVAL SERVICES NATIONAL VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| COL STANLEY G REMER USA RET | ARMY NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| CAPT SAMUEL F WRIGHT USN RET | NAVAL SERVICES NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| LT COL LAYNE R WROBLEWSKI USAF R | NATIONAL PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| COL ANTHONY K ATLAS SR USA RET | ARMY NATIONAL VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CDR JOHN N LEONARD USCG RET | NAVAL SERVICES NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| COL BARBARA D ORTIZ USAF RET | AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| COL SCOTT A WILLIS USMCR | NAVAL SERVICES NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| COL MONTI G ZIMMERMAN USA RET | ARMY NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| LTC VINCENT A CUMMINGS USAR | ARMY NATL VP (THRU 10/1/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| COL JUDITH A DAVENPORT USA RET | IMMEDIATE PAST PRESIDENT (THRU 10/1/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LCDR WILLIAM KOZLOWSKI USNR | NAVAL SERVICES NATL JR VP (THRU 10/1/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAPT ZOHE QUINTERO USAF RET | AIR FORCE NATL JR VP (THRU 10/1/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LTC MCKINLEY WILLIAMS JR USA RET | ARMY NTNL EXECUTIVE COMMITTEEMAN(THRU 10/1/23 Trustee or director | 1 | $0 | $0 | $0 |
| COL PAUL L BAILEY USAF RET | AIR FORCE NATL EXECUTIVE COMMITTEEMAN(THRU 5/1/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 CONSTITUTION AVE NE, WASHINGTON, DC 20002-5618
- Principal officer (990 for 2024)
- MAJ GEN JOHN B HASHEM, ONE CONSTITUTION AVE NE, WASHINGTON, DC 20002
- Signed the 990
- MAJ GEN JOHN B HASHEM, EXECUTIVE DIRECTOR
- Phone
- (202) 646-7728
- Website
- WWW.ROA.ORG
- Return prepared by
- WEGNER CPAS LLP
Mission
TO PROVIDE FINANCIAL SUPPORT FOR THE RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES THROUGH THE RECEIPT OF CONTRIBUTIONS TO THE TRUST FUND.
Program accomplishments
- 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.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1788931
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W030)
- Assets (IRS master file)
- $5,807,608
- Income (IRS master file)
- $149,061
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $101,581 | $9,857 | $5,807,608 | IRS |
| 990 | December 2023 | $33,751 | $14,202 | $5,512,843 | XML |
| 990 | December 2022 | – | – | – | IRS |
| 990 | March 2022 | $33,369 | $14,784 | $5,123,784 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1788931).
Questions about RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND
- What is the EIN of RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND?
- The employer identification number (EIN) of RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND is 52-1788931.
- Is RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND?
- The 990 for the year ended December 31, 2024 names MAJ GEN JOHN B HASHEM.
- Who are the officers and directors of RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 28 people; 0 received compensation from the organization.
- How much revenue does RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $101,581, expenses of $9,857 and total assets of $5,807,608 at year end.
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