2024-10-21T10:07:42-05:00 2023-12-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2023-01-01 540800579 Military Operations Research Society Inc MILI 7039339070 1550 Wilson Boulevard 700 Arlington VA 22209 Jennifer Ferat Chief Executive Officer 7039339070 2024-10-15 1 1 Jennica Jardine Whitfield CPA P01379267 7036422700 2023 2024-10-15 13:58:12Z Jennifer Ferat 1550 Wilson Boulevard 700 Arlington VA 22209 2583032 0 X www.mors.org X 1966 VA To enhance the quality and effectiveness of classified and unclassified national security operations research. 27 27 11 75 0 0 163809 14140 1811125 2151746 22105 84599 24132 41514 2021171 2291999 0 0 0 0 803093 885555 0 0 0 678238 1022103 1481331 1907658 539840 384341 2144359 2777775 422488 523958 1721871 2253817 X The purpose of the Military Operations Research Society (MORS) is to enhance the quality and effectiveness of classified and unclassified national security operations research. 0 0 208312 599116 CONTINUING EDUCATION:MORS offers week long courses in Operations Research techniques, tools and specialties which provide students certificates of attendance and Continuing Education Credits awarded from Virginia Tech. Additional shorter courses are offered to assist MORS members with their professional development and skill development. 381552 657315 SYMPOSIUM:The Annual MORS Symposium has been the premier opportunity for the national security community to exchange information, examine research and discuss critical national security topics in a classified setting. Held in notable locations, the symposium gathers over a thousand professionals from military, government, industry and academic ranks to share best practices and experience peer-to-peer networking in a supportive environment. During the symposium, work in progress and completed work is shared, and potential areas for future study are discussed. The symposium is an unequaled opportunity to present, as well as be exposed to, the most current trends and techniques. 431852 440973 SPECIAL MEETINGS:Meeting registrations enhance the quality and effectiveness of military operations research by providing forums, in addition to the annual symposia, for professional exchange and peer criticism among practitioners and users of military operations research. 263860 495856 Other programs include membership, publications, and industry relations 263860 495856 1285576 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 0 0 0 0 1 39 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X The Organization 7039339070 1550 Wilson Boulevard 700 Arlington VA 22209 Dr David Azari PhD Director 8.00 X 0 0 0 Ms Brittlea Brown Director 8.00 X 0 0 0 Mr John R Cobb IV Director 8.00 X 0 0 0 Dr Steven Lagan Director 8.00 X 0 0 0 Mr Stephen McCarty Director 8.00 X 0 0 0 Mr John Moskowitz Secretary of the Society 8.00 X X 0 0 0 Dr Jason A Southerland Director 8.00 X 0 0 0 Alicia Sudol Director 8.00 X 0 0 0 Mr Nick Ulmer VP Professional Developmen 8.00 X X 0 0 0 Dr Mark Waltensperger Director 8.00 X 0 0 0 Dr Les Servi Immediate Past President 8.00 X X 0 0 0 Mr David Saranchak VP Finance and Management 8.00 X X 0 0 0 Ms Kindra Bane Director 8.00 X 0 0 0 Ms Sarah E Stewart President Elect 8.00 X X 0 0 0 Ms Jonell Samberson VP Meeting Operations 8.00 X X 0 0 0 Dr Andrew J Turner President 8.00 X X 0 0 0 CDR Phil Baxa USCG Director 8.00 X 0 0 0 Ms Stephanie Caico Director 8.00 X 0 0 0 MAJ Jaison Desai PhD Director 8.00 X 0 0 0 Dr Jefferson Huang Director 8.00 X 0 0 0 Dr David Myers Director 8.00 X 0 0 0 Dr Fred Woodaman Director 8.00 X 0 0 0 Mr Walt DeGrange Director 8.00 X 0 0 0 Dr Robert Dell Director 8.00 X 0 0 0 Lt Col Amanda Gustave Director 8.00 X 0 0 0 Mr Chris Linhardt Director 8.00 X 0 0 0 Mr Trey Smith Director 8.00 X 0 0 0 Jennifer A Ferat Chief Executive Officer 40.00 X 185100 0 17969 Christy Mason Director, Marketing & Media Relations 8.00 X 101067 0 17642 286167 0 35611 2 0 1 0 0 14140 14140 Registration fees 900099 1374187 1374187 Contract income 900099 560797 560797 Membership dues 900099 216762 216762 2151746 82378 82378 292919 290698 2221 2221 2221 33365 335 33030 33030 Other 900099 8484 8484 8484 2291999 2193260 0 84599 X 203069 63379 139690 432777 399946 32831 31790 23838 7952 165376 137484 27892 52543 39400 13143 19449 19449 302552 115582 186970 8544 8544 42130 9420 32710 45737 42576 3161 232498 208408 24090 5396 5396 Facilities rental and f 130584 130584 Software and online ser 108202 8911 99291 Postage and delivery 34611 34491 120 Event transportation 32214 32214 60186 30799 29387 1907658 1285576 622082 0 180409 86569 77588 88358 37406 37071 19729 49203 89336 76537 10647 12799 1816820 2469575 1760 34200 2144359 2777775 71467 62957 351021 424229 0 36772 422488 523958 X 1684421 2215417 37450 38400 1721871 2253817 2144359 2777775 384341 147605 0 X X 1 X 0 1 0 X 36099 18525 387307 163089 14140 619160 36099 18525 387307 163089 14140 619160 619160 11625 12812 38673 68566 58382 190058 809218 8401682 0.76510 0.82400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37450 950 38400 37100 350 37450 36375 725 37100 29875 6500 36375 29875 29875 89336 76537 12799 12799 Customer credits 2780 Operating lease liability 33992 36772 X Part V, Line 4: During 2019, MORS established a prize to honor and to memorialize Gene Visco, FS, who was an ardent supporter of collaboration within the international operations research community. This prize will provide a Junior Analyst the opportunity to present at the International Symposium on Military Operational Research (ISMOR) held in the United Kingdom every summer. The selected presenter will be provided admission to the ISMOR along with housing and travel expenses. This is a scholarship fund, and does not meet the definition of an endowment. Part X, Line 2: The following was disclosed related to uncertain tax positions in the financial statements. Military Operations Research Society, Inc. is exempt from income taxes under Section 501(c)(3) of the Internal Revenue code and is classified as an organization other than a private foundation under 170(b)(1)(A)(vi) of the Internal Revenue Code. The organization adopted the provisions in FASB ASC 740-10. X 0 0 0 0 0 0 0 0 0 Jennifer A Ferat Chief Executive Officer 170100 0 15000 0 0 0 15047 0 2922 0 203069 0 0 0 Part I, Line 3 The board of directors annually approves the CEO's salary. Form 990, Part VI, Section B, line 11b The Form 990 is emailed to the audit committee of the board for review, prior to filing the return. Form 990, Part VI, Section B, line 12c The organization requires all employees and board members to sign a code of conduct which includes a conflict of interest statement. In 2009, an additional memorandum from the ethics committee was issued detailing federal ethics laws and regulations which directors must follow. Form 990, Part VI, Section B, line 15 The organization benchmarks the Chief Executive Officer position against The American Society of Association Executives (ASAE) annual salary survey. The organization bases its analysis on job descriptions and work performed. Officers of the board are not compensated. This process was last completed during 2019. Form 990, Part VI, Section C, line 19 The organization's governing documents are available upon request. Form 990, Part IX, line 11g Contracted services: Program service expenses 0. Management and general expenses 186,942. Fundraising expenses 0. Total expenses 186,942. Consultants: Program service expenses 115,582. Management and general expenses 0. Fundraising expenses 0. Total expenses 115,582. Bank Service and Advisory Fees: Program service expenses 0. Management and general expenses 28. Fundraising expenses 0. Total expenses 28. Part XII Line 2c The audit committee selects the independent accountant.