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← DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF

Form 990 for tax year 2024

Filed by DEFENSE EDUCATION TRUST FRND OF THE RESERVE OFFICERS ASSOCIATION OF.

Totals

Total revenue
$12,319
Total expenses
$472
Contributions and grants received
$8,172
Grants paid
$0
Program service revenue
$0
Investment income
$4,147
Other revenue
$0
Total assets, end of year
$181,287
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$181,287
Program services expenses (Part IX)
$0
Management and general expenses
$472
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $8,172

  • 3 · Investment income

    total $3,850 · excluded $3,850

  • 7a · Gross sales of assets other than inventory

    securities $28,156

  • 7b · Less cost or other basis and sales expenses

    securities $27,859

  • 7c · Gain or loss

    securities $297

  • 7d · Net gain or loss

    total $297 · excluded $297

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $472 · management and general $472

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $124,588 · end of year $139,488

  • 12 · Investments: other securities

    beginning of year $0 · end of year $2,690

  • 15 · Other assets

    beginning of year $30,937 · end of year $39,109

  • 27 · Net assets without donor restrictions

    beginning of year $68,914 · end of year $143,256

  • 28 · Net assets with donor restrictions

    beginning of year $86,611 · end of year $38,031

Mission and programs · 2024

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.

  • TO EDUCATE AND INFORM THE PUBLIC OF KEY ISSUES AND PROBLEMS AFFECTING NATIONAL SECURITY, AND PUBLICATION OF RESERVE OFFICERS ASSOCIATION NATIONAL SECURITY REPORT.

As filed on the 2024 return.

Listed in Part VII

  • Mg Jeffrey E Phillips Usa Ret

    EXECUTIVE DIRECTOR

    Total calculated
    $188,569
    From this org
    $0
    From related orgs
    $188,569
    Other
    $0
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,569 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $188,569 related

  • Lt Col Layne R Wroblewski Usaf R

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10 + 40 related

  • Col Thomas H Hueg Usaf Ret

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Capt Robert H Carmack Uscg Ret

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Lt Col Susan E Lukas Usaf Ret

    AIR FORCE VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Col Monti G Zimmerman Usa Ret

    ARMY VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Capt Henry E Plimack Uscgr Ret

    NAVAL SERVICES VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Col Donald C Brown Usaf Ret

    AIR FORCE EXECUTIVE COMMITTEEMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Lt Col Judy M Ford Usaf Ret

    AIR FORCE EXECUTIVE COMMITTEEMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Maj R Reece Newsome Usa Ret

    ARMY EXECUTIVE COMMITTEEMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Col Stanley G Remer Usa Ret

    ARMY EXECUTIVE COMMITTEEMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Capt Samuel F Wright Usn Ret

    NAVAL SERVICES EXECUTIVE COMMITTEEMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Cdr John N Leonard Uscg Ret

    NAVAL SERVICES EXECUTIVE COMMITTEEMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Mg Margaret C Wilmoth Usa Ret

    NATIONAL PRESIDENT-ELECT (FROM OCT)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Maj Jonathan Sih Usaf

    AIR FORCE EXECUTIVE COMMITTEEMAN (FROM OCT)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Msg Kevin C Hollinger Arng Ret

    ARMY EXECUTIVE COMMITTEEMAN (FROM OCT)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Col William L Holahan Usmc Ret

    NAVAL SERVICES EXECUTIVE COMMITTEEMAN (FROM DEC)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Col Anthony K Atlas Sr Usa Ret

    ARMY VICE PRESIDENT (THRU OCT)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Capt Rebecca Arango Usaf

    AIR FORCE JR VICE PRESIDENT (THRU DEC)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Capt Steven J Arango Usmc

    NAVAL SERVICES JR VICE PRESIDENT (THRU DEC)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Col Barbara D Ortiz Usaf Ret

    AIR FORCE EXECUTIVE COMMITTEEMAN (THRU OCT)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Col Scott A Willis Usmcr

    NAVAL SERVICES EXECUTIVE COMMITTEEMAN (THRU OCT)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Ltc Hazel L Robinson Usa Ret

    CHAPLAIN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Csm Terry R Atchison Usa Ret

    SERGEANT-AT-ARMS

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Ltc Peter Powell Jr Usar

    HISTORIAN (FROM FEB)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Col James R Sweeney II Usmc Ret

    INTERNATIONAL PROGRAMS OFFICER (FROM FEB)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Lt Jesse P Samluk Usphs

    JUDGE ADVOCATE (FROM SEPT)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Bg Lisa Doumont Usa Ret

    HEALTH SERVICES OFFICER (THRU MAY)

    Total calculated
    $0
    Hours/week
    1 + 3 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503189349305035

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