Nonprofit · EIN 52-1642747
DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF
Tax-exempt · WASHINGTON, DC 20002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $12,319 | $472 | $11,847 | $181,287 | $0 | $181,287 |
| December 31, 2023 | 990 | $2,779 | $414 | $2,365 | $155,525 | $0 | $155,525 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $8,172
- Program service revenue
- $0
- Investment income
- $4,147
- Net gain from sales of assets
- $297
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $472
Balance sheet and other
- Total assets, start of year
- $155,525
- Total assets, end of year
- $181,287
- Total liabilities, end of year
- $0
- Net assets, end of year
- $181,287
- Publicly traded securities
- $139,488
- Net assets without donor restrictions
- $143,256
- Net assets with donor restrictions
- $38,031
- Gross receipts
- $40,178
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1989
- 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 Officer | 4 | $0 | $168,569 | $18,644 |
| TERESA DIANE MARKHAM | DIRECTOR, ADMINISTRATOR Highest-paid employee | 4 | $0 | $119,238 | $17,238 |
| CAPT REBECCA ARANGO USAF | AIR FORCE NATIONAL JR VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAPT 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 |
| CPT 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 RET | 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 USC 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 NATIONAL VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| COL JUDITH DAVENPORT USA RET | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LCDR WILLIAM KOZLOWSKI USNR | NAVAL SERVICES NATIONAL JR VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAPT ZOHE QUINTERO USAF RET | AIR FORCE NATIONAL JR VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LTC MCKINLEY WILLIAMS JR USA | ARMY NATIONAL EXECUTIVE COMMITTEEMAN Trustee or director | 1 | $0 | $0 | $0 |
| COL PAUL L BAILEY USAF RET | AIR FORCE NATIONAL EXECUTIVE COMMITTEEMAN 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
ESTABLISHED AS THE EDUCATIONAL BRANCH OF THE RESERVE OFFICERS ASSOCIATION, THE DEFENSE EDUCATION FORUM (DEF) STANDS AS THE NATION'S PREMIER SOURCE FOR INFORMATION CONCERNING RESERVE COMPONENT TOPICS AND PRESSING NATIONAL SECURITY ISSUES IMPACTING RESERVE SERVICE MEMBERS.
Program accomplishments
- TO EDUCATE AND INFORM THE PUBLIC OF KEY ISSUES AND PROBLEMS AFFECTING NATIONAL SECURITY, AND PUBLICATION OF RESERVE OFFICERS ASSOCIATION NATIONAL SECURITY REPORT.0
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 52-1642747
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- International, foreign affairs and national security (Q430)
- Assets (IRS master file)
- $181,287
- Income (IRS master file)
- $40,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $12,319 | $472 | $181,287 | XML |
| 990 | December 2023 | $2,779 | $414 | $155,525 | XML |
| 990 | December 2022 | – | – | – | IRS |
| 990 | March 2022 | $1,492 | $478 | $144,242 | 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 52-1642747).
Questions about DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF
- What is the EIN of DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF?
- The employer identification number (EIN) of DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF is 52-1642747.
- Is DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF 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 DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF 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 DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF?
- The 990 for the year ended December 31, 2024 names MAJ GEN JOHN B HASHEM.
- Who are the officers and directors of DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF?
- The 990 for the year ended December 31, 2024 lists 28 people; 0 received compensation from the organization.
- How much revenue does DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $12,319, expenses of $472 and total assets of $181,287 at year end.
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