2026-04-15T19:59:46-05:00 2025-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2024-07-01 941055967 MARINES' MEMORIAL ASSOCIATION MARI 4156736672 609 SUTTER STREET SAN FRANCISCO CA 941021081 LT GEN MICHAEL ROCCO USMC RET PRESIDENT AND CEO 4156736672 2026-04-15 1 1 MEREDITH BELL P01696827 8042822121 2026-04-15 2024 2025-03-06 01:10:19Z LT GEN MICHAEL ROCCO US 609 SUTTER STREET SAN FRANCISCO CA 941021081 12899711 0 X HTTPS://MARINESMEMORIAL.ORG X 1946 CA HONOR THE LEGACY OF MILITARY SERVICE THROUGH A LIVING MEMORIAL AND PROGRAMS THAT COMMEMORATE THE SACRIFICES OF OUR NATION'S VETERANS, EDUCATE THE PUBLIC ABOUT THOSE SACRIFICES, AND SERVE VETERANS OF ALL ERAS, CURRENTLY SERVING MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES. 21 21 122 0 3731585 0 3006466 4702067 6383913 6429397 143358 56301 642595 845273 10176332 12033038 126000 152000 0 0 7956948 7749232 98400 118952 0 4615240 4699907 12796588 12720091 -2620256 -687053 9581631 9690130 9176686 9899206 404945 -209076 X HONOR THE LEGACY OF MILITARY SERVICE THROUGH A LIVING MEMORIAL AND PROGRAMS THAT COMMEMORATE THE SACRIFICES OF OUR NATION'S VETERANS, EDUCATE THE PUBLIC ABOUT THOSE SACRIFICES, AND SERVE VETERANS OF ALL ERAS, CURRENTLY SERVING MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES. 0 0 GOLD STAR PARENTS HONOR AND REMEMBRANCE EVENT:IN FEBRUARY, THE ASSOCIATION HOSTED THE ANNUAL GOLD STAR PARENTS HONOR AND REMEMBRANCE EVENT, WHICH PROVIDED A COMPASSIONATE ENVIRONMENT FOR FAMILIES WHO HAVE LOST LOVED ONES IN MILITARY SERVICE. OVER 150 PARENTS AND CHILDREN ATTENDED THIS TWO-DAY PROGRAM, WHICH FEATURED REMEMBRANCE CEREMONIES, PEER SUPPORT ACTIVITIES, AND ACCESS TO GRIEF COUNSELING. THE EVENT CONTINUES TO STRENGTHEN THE COMMUNITY OF GOLD STAR FAMILIES AND ENSURES THAT THEIR LOVED ONES' SACRIFICES ARE NEVER FORGOTTEN. SCHOLARSHIP PROGRAM:THE MARINES' MEMORIAL SCHOLARSHIP PROGRAM SUPPORTS THE EDUCATIONAL GOALS OF VETERANS, ACTIVE-DUTY SERVICE MEMBERS, AND THEIR FAMILIES. IN FISCAL YEAR 2025, THE ASSOCIATION AWARDED 48 SCHOLARSHIPS TOTALING MORE THAN $150,000 TO DESERVING STUDENTS ACROSS THE UNITED STATES. THESE SCHOLARSHIPS REFLECT OUR ONGOING COMMITMENT TO INVEST IN THE FUTURE OF THOSE WHO HAVE SERVED AND THEIR FAMILIES. COMMEMORATIVE AND EDUCATIONAL PROGRAMMING:MARINES' MEMORIAL HOSTED A ROBUST CALENDAR OF COMMEMORATIVE AND EDUCATIONAL EVENTS THROUGHOUT FISCAL YEAR 2025. THE MARINES' MEMORIAL LECTURE SERIES FEATURED DISTINGUISHED AUTHORS AND SPEAKERS, AND TWO LEADING FROM THE FRONT PRESENTATIONS, INCLUDING: (1) LTCOL (RET) ISAAC "WHISKEY" LEE - SEPT. 2024, (2) ANDREW BIGGIO - OCT. 2024, (3) DARREN WALTON - FEB. 2025, (4) BARRY PENCEK - MARCH 2025, (5) LEE PARRISH AND JOSEPH TACHOVSKY - MAY 2025, (6) MARINE GYSGT MAXAMILLIAN DUTTON - APRIL 2025, AND (7) ARMY COLONEL JAMES HANDURA - JUNE 2025.THESE LECTURES AND PROGRAMS CONTINUED OUR MISSION TO EDUCATE, INSPIRE, AND HONOR SERVICE THROUGH LECTURE, DIALOGUE, AND STORYTELLING. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 23 0 1 122 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AL AR FL GA HI IL KS KY MD MA MN MS MO MN NH NJ NM NY NC OK PA RI SC TN UT VA WV WI ND X MICHAEL ALLEN 4156736672 609 SUTTER STREET SAN FRANCISCO CA 941021081 LTGEN EDWARD HANLONUSMCRET CHAIRMAN 2.00 0.00 X X 0 0 0 ADAM FAUL VICE CHAIRMAN 2.00 0.00 X X 0 0 0 RYAN SMITH SECRETARY 2.00 0.00 X X 0 0 0 MATTHEW J CARROLL DIRECTOR 2.00 0.00 X 0 0 0 MIKE CERRE DIRECTOR 2.00 0.00 X 0 0 0 VADM MICHAEL J DUMONTUSNRET DIRECTOR 2.00 0.00 X 0 0 0 CARL EBERLING DIRECTOR 2.00 0.00 X 0 0 0 LTCOL DANA GEMMINGENUSMC DIRECTOR 2.00 0.00 X 0 0 0 J BARRIE GRAHAMUSMC DIRECTOR 2.00 0.00 X 0 0 0 JAKE HARRIMAN DIRECTOR 2.00 0.00 X 0 0 0 COL WILLIAM HOOPERUSMC DIRECTOR 2.00 0.00 X 0 0 0 DESIREE KOHNEN DIRECTOR 2.00 0.00 X 0 0 0 NINA LESLIE DIRECTOR 2.00 0.00 X 0 0 0 LTCOL ALEXANDER MARTINUSMCR DIRECTOR 2.00 0.00 X 0 0 0 DAN MORSE DIRECTOR 2.00 0.00 X 0 0 0 KEVIN O'BRIEN DIRECTOR 2.00 0.00 X 0 0 0 LTCOL THOMAS ROBERTSONUSAFRET DIRECTOR 2.00 0.00 X 0 0 0 ANN WEEBY DIRECTOR 2.00 0.00 X 0 0 0 COL ROBERT BARNHARTUSMC MILITARY ADVISOR 2.00 0.00 X 0 0 0 COL R ERIK HERRMANNUSMC MILITARY ADVISOR 2.00 0.00 X 0 0 0 COL JASON PERRYUSMC MILITARY ADVISOR 2.00 0.00 X 0 0 0 LTGEN MICHAEL ROCCOUSMCRET PRESIDENT & CEO 38.00 2.00 X 294622 0 15860 MICHAEL ALLEN GENERAL MANAGER & CFO 38.00 2.00 X 235291 0 24042 CELESTE REPSHER HUMAN RESOURCES DIRECTOR 40.00 0.00 X 142406 0 24958 CHRISTOPHER TAVUCHIS VETERANS MARKETING DIRECTOR 40.00 0.00 X 139297 0 14146 ANNE WALKER IT DIRECTOR 40.00 0.00 X 157082 0 22515 JULIE DANIELE DIRECTOR OF BANQUETS 40.00 0.00 X 119417 0 12396 CRISTINA ORENDAIN SALES DIRECTOR 40.00 0.00 X 146371 0 17642 1234486 0 131559 12 0 1 0 PROPARK AMERICA WEST LLC 1910 UNION STREET SAN FRANCISCO CA 94123 PARKING SERVICE PROVIDER 184224 3 697369 500000 3504698 46839 4702067 ROOMS 721110 4811465 1079880 3731585 CATERING 721110 1570785 1570785 PARKING 721110 47147 47147 6429397 56301 56301 87418 0 87418 87418 87418 1364511 866673 497838 497838 BANQUET REVENUE 721110 260017 260017 260017 12033038 3455667 3731585 143719 152000 572509 5213498 1316917 646308 108767 118952 9142 396583 191040 1128284 265875 1078115 220176 248098 474559 421888 PARKING EXPENSES 36944 BOD EXPENSES 30864 89572 12720091 92579 130374 1041849 2657704 237711 235691 42274 91609 107239 96705 104793 86765 27034820 20731376 6675216 6303444 1276981 86143 2989 1695 9581631 9690130 1808115 1742438 638475 729659 6303209 5963867 426887 1463242 9176686 9899206 X -1016262 -1497061 1421207 1287985 404945 -209076 9581631 9690130 -687053 73032 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120000 120000 14517379 12850499 1666880 12397441 7880877 4516564 6303444 DEPOSITS 688490 DUE TO MMF 774752 1463242 X PART X, LINE 2: MARINES' MEMORIAL ASSOCIATION AND ITS AFFILIATE, MARINES' MEMORIAL FOUNDATION, ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTIONS 501(C)(19) AND 501(C)(3), RESPECTIVELY. THE ASSOCIATION IS SUBJECT TO TAXATION AT REGULAR CORPORATE RATES ON INCOME UNRELATED TO ITS EXEMPT FUNCTION. THE ASSOCIATION HAS IMPLEMENTED THE GUIDANCE FOR INCOME TAXES IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 AS IT RELATES TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE TREATMENT OF THE ENTITIES' POSITION OF ACCOUNTING FOR INCOME TAXES RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE GUIDANCE ALSO PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT STANDARD FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF AN INCOME TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN THE TAX RETURN. IN ADDITION, IT PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT EVALUATED THE ENTITIES' TAX POSITIONS AND CONCLUDED THAT THE ENTITIES HAVE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 OR 2024. WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2022. X X 1 RKD GROUP LLC 35 PARKWOOD DRIVE SUITE 160 HOPKINTON MA 01748 CONSULTING ON AND CREATES DIRECT MAIL & DIGITAL ADVERTISING 0 1511654 118952 1392702 1511654 118952 1392702 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 COLLEGE SCHOLARSHIPS 48 152000 PART I, LINE 2: VETERANS, MEMBERS AND THE CHILDREN OF MEMBERS AND/OR GRANDCHILDREN OF MEMBERS ARE ELIGIBLE TO APPLY FOR THE COLLEGE SCHOLARSHIP. THE SCHOLARSHIP WINNERS ARE SELECTED BY THE BOARD OF DIRECTORS FROM THE LIST OF APPLICANTS. THE SCHOLARSHIP CHECKS ARE PAID DIRECTLY TO THE SCHOOLS THAT THE APPLICANTS ARE ATTENDING. THE SCHOLARSHIP WINNERS ARE EVALUATED BASED ON THEIR PAST ACHIEVEMENTS, SO NO PROGRESS REPORT OR OTHER MONITORING OF THE STUDENTS ARE REQUIRED. X 0 0 0 LTGEN MICHAEL ROCCOUSMCRET PRESIDENT & CEO 292246 0 0 0 2376 0 14621 0 1239 0 310482 0 0 0 MICHAEL ALLEN GENERAL MANAGER & CFO 231577 0 0 0 3714 0 11620 0 12422 0 259333 0 0 0 ANNE WALKER IT DIRECTOR 155870 0 0 0 1212 0 0 0 22515 0 179597 0 0 0 CELESTE REPSHER HUMAN RESOURCES DIRECTOR 140931 0 0 0 1475 0 7003 0 17955 0 167364 0 0 0 CRISTINA ORENDAIN SALES DIRECTOR 136306 0 0 0 10065 0 6989 0 10653 0 164013 0 0 0 CHRISTOPHER TAVUCHIS VETERANS MARKETING DIRECTOR 137788 0 0 0 1509 0 6450 0 7696 0 153443 0 0 0 X 5 46839 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) INDICATES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER BEFORE A FINAL COPY IS PROVIDED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. ONCE APPROVED, THE RETURN IS SUBMITTED TO THE CHIEF EXECUTIVE OFFICER FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT MONITORS EMPLOYEE COMPLIANCE WITH THE POLICY. THE BOARD OF DIRECTORS IS REQUIRED TO READ THE POLICY AND SIGN A CERTIFICATION OF UNDERSTANDING ANNUALLY. EMPLOYEES IN MANAGEMENT POSITIONS ARE ALSO REQUIRED TO ACKNOWLEDGE THE POLICY ANNUALLY. IF A POTENTIAL CONFLICT IS IDENTIFIED, THE EMPLOYEE OR BOARD DIRECTOR MUST DISCLOSE THE FACTS IN WRITING TO THE PRESIDENT AND CEO. THE PRESIDENT AND CEO, IN ADDITION TO THE BOARD OF DIRECTORS, WILL DETERMINE THE NECESSARY COURSE OF ACTION TO RESOLVE ANY CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED BY THE BOARD OF DIRECTORS ANNUALLY. THE BOARD CHAIRMAN, IN CONJUNCTION WITH THE EXECUTIVE COMMITTEE, APPROVES COMPENSATION ADJUSTMENTS FOR THE CEO. THE COMPENSATION OF OFFICERS, DIRECTORS, AND KEY EMPLOYEES IS COMPARED WITH COMPENSATION OF SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC CAN REQUEST AND RECEIVE COPIES OF THE ARTICLES OF INCORPORATION, THE BY-LAWS, THE CONFLICT OF INTEREST POLICY, AND THE AUDITED FINANCIAL STATEMENTS FOR THE SAME PERIOD OF TIME AS SET FORTH IN THE INTERNAL REVENUE SECTION 6104(D). MARINES' MEMORIAL FOUNDATION 609 SUTTER ST SUITE 2M SAN FRANCISCO CA 94102 455261064 SERVICING VETERANS AND THEIR FAMILIES CA 501(C)(3) LINE 11 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 MARINES' MEMORIAL FOUNDATION C 500000 FMV