2022-04-16T06:33:45-05:00 2021-12-31 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE NEWPORT NEWS VA 23606 990 2021-01-01 311801931 COAST GUARD MUTUAL ASSISTANCE COAS 7035767529 1005 N GLEBE ROAD 220 ARLINGTON VA 222015792 CARI THOMAS CHIEF EXECUTIVE OFFICER 7035767529 2022-04-10 1 CARI THOMAS 999009999 LESLIE F ROBERTS P00040492 7578731033 2022-04-10 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z CARI THOMAS 1005 N GLEBE ROAD 220 ARLINGTON VA 222015792 51842305 0 X WWW.CGMAHQ.ORG X 1924 VA TO PROVIDE INTEREST-FREE LOANS AND GRANTS TO MEMBERS OF THE COAST GUARD FAMILY IN FINANCIAL NEED. 21 21 10 560 0 0 2827868 4402726 0 0 710125 2869047 23415 20684 3561408 7292457 5682104 3369804 0 0 1169247 1259313 3673 19693 619309 1053574 1158879 7908598 5807689 -4347190 1484768 49286829 53600951 164104 189811 49122725 53411140 CGMA STRIVES TO PROMOTE FINANCIAL STABILITY AND GENERAL WELL-BEING OF THE PEOPLE IT SERVES. 0 0 3398286 2596292 DISASTER AND EMERGENCIES - CGMA SUPPORTS WHAT IS NOT COVERED BY INSURANCE AFTER A DISASTER, EMERGENCY TRAVEL, UNEXPECTED REPAIRS TO HOMES OR VEHICLES, LOSSES (FUNDS, PROPERTY, OR IDENTITY), PAY ISSUES, BILLS AND EXPENSES, PRIVATION, AND OTHER CIRCUMSTANCES. THESE SHORT-TERM SITUATIONS ARE OFTEN OUT OF THE CONTROL OF OUR CLIENTS, POSE A SERIOUS FINANCIAL OR PERSONAL HARDSHIP, AND REQUIRE URGENT HELP. $1,990,170 IN INTEREST-FREE LOANS IS NOT ACCOUNTED FOR IN THIS LINE ITEM. 696433 576794 EDUCATION - CGMA FOSTERS OUR CLIENTS' LONG-TERM FINANCIAL WELL-BEING THROUGH EDUCATION, INCLUDING SUPPLEMENTAL EDUCATION GRANTS, EDUCATION LOANS, STAFFORD LOAN FEE REIMBURSEMENT, FINANCIAL COUNSELING, TUTORING, AND OTHER EFFORTS DESIGNED TO PROMOTE FINANCIAL RESILIENCE. $105,832 IN INTEREST-FREE LOANS IS NOT ACCOUNTED FOR IN THIS LINE ITEM. 447064 196718 FAMILY SUPPORT - CGMA PROVIDES HELP FOR UNEXPECTED MEDICAL AND DENTAL EXPENSES, HOUSING ASSISTANCE (RENTAL ASSISTANCE, CLOSING COSTS, DEPOSITS, ETC.), FUNERAL COSTS, SERVICE ANIMALS, PET EXPENSES, COSTS TO SUPPORT EXCEPTIONAL FAMILY MEMBERS (SPECIAL NEEDS), ADOPTION LOANS AND GRANTS, RESPITE CARE, LAYETTES, AND OTHER FAMILY NEEDS. $1,158,925 IN INTEREST-FREE LOANS IS NOT ACCOUNTED FOR IN THIS LINE ITEM. 4541783 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 10 1 0 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 X X THE ORGANIZATION 7035767529 1005 N GLEBE ROAD NO 220 ARLINGTON VA 222015792 ADM KARL L SCHULTZ CHAIRMAN 1.00 X X 0 0 0 RADM ERIC JONES PRESIDENT 1.00 X X 0 0 0 BOSN4 JOHN C BAKER VICE PRESIDENT 1.00 X X 0 0 0 AUX JOHN MICHAEL PHILIPPS TREASURER 1.00 X X 0 0 0 CMC CHARLES R BUSHEY DIRECTOR 1.00 X 0 0 0 PERS4 ANTHONY F GIACCONE DIRECTOR 1.00 X 0 0 0 CDR MORGAN T HOLDEN DIRECTOR 1.00 X 0 0 0 BM1 BENJAMIN N LIND DIRECTOR 1.00 X 0 0 0 HSC MEGAN K LONG DIRECTOR 1.00 X 0 0 0 LCDR DANIEL J MCQUATE DIRECTOR 1.00 X 0 0 0 MCPOCG JASON M VANDERHADEN DIRECTOR 1.00 X 0 0 0 LCDR JOHN-ANDREW M MINNITI DIRECTOR 1.00 X 0 0 0 CMC ERIC SILVOY DIRECTOR 1.00 X 0 0 0 YN1 LINDSEY A COLE DIRECTOR 1.00 X 0 0 0 LT PATRICK R PENNELLA DIRECTOR 1.00 X 0 0 0 MR KENNETH M WEBER DIRECTOR 1.00 X 0 0 0 MR CHRISTOPHER M MACK DIRECTOR 1.00 X 0 0 0 MS AMANDA L MORALES DIRECTOR 1.00 X 0 0 0 MS KRISTEN K VLAUN DIRECTOR 1.00 X 0 0 0 ETC JERRY ENGELMAN DIRECTOR 1.00 X 0 0 0 MST1 ANDREW M STODDARD DIRECTOR 1.00 X 0 0 0 CARI THOMAS CHIEF EXECUTIVE OFFICER 40.00 X 184016 0 16042 SARA MARTIN CHIEF FINANCIAL OFFICER 40.00 X 130124 0 49620 SEAN FENNELL CHIEF OPERATIONS OFFICER 40.00 X 136204 0 16459 ALENA HOWARD CHIEF DEVELOPMENT OFFICER 40.00 X 126544 0 6384 576888 0 88505 4 0 1 0 TUTORCOM 110 E 42ND STREET SUITE 700 NEW YORK NY 10017 TUTORING SERVICES 123479 1 13142 4389584 4402726 743462 743462 46507194 44381609 2125585 2125585 2125585 179585 13142 168239 11346 11346 COLLECTION AGENCY REPAYMENTS 900099 8901 8901 MISCELLANEOUS 900099 437 437 9338 7292457 0 0 2889731 3369804 3369804 576888 282675 155760 138453 408467 200149 110286 98032 42808 20976 11558 10274 158479 77655 42789 38035 72671 35609 19621 17441 863 863 25053 25053 19693 19693 133021 133021 33074 6824 26250 166370 5157 12504 148709 61599 8811 29036 23752 71448 48677 10646 12125 132698 65153 35759 31786 12614 4126 2652 5836 14301 1297 13004 251803 197134 31113 23556 10157 8965 1192 UNCOLLECTABLE LOANS 221210 221210 OTHER EXPENSES 9990 617 8288 1085 STATE REGISTRATIONS 9587 9587 COLLECTIONS COMMISSION 3011 3011 2080 1019 562 499 5807689 4541783 646597 619309 467246 575278 503673 478924 17240 717363 2000 0 3124892 2842446 0 7024 1254120 1242213 254994 11907 43592969 47532729 1323815 1435280 49286829 53600951 79010 112260 85094 77551 164104 189811 X 32791358 36227630 16331367 17183510 49122725 53411140 49286829 53600951 1484768 2803647 0 X X 0 1 X 1 0 X 2303535 2749293 3291215 2827868 4402726 15574637 2303535 2749293 3291215 2827868 4402726 15574637 791006 14783631 581404 548448 880870 591320 743462 3345504 14481 23426 14253 10824 9338 72322 18992463 0.77840 0.76770 X SCHEDULE A, PART II, LINE 10 INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 869272 147261 16533 1000000 1000000 -130728 90170 869272 1000000 90170 124555 1000000 37608 25701 11907 1216512 1216512 0 11907 DEFERRED RENT 77551 77551 9960072 2803647 2803647 7156425 133021 3011 136032 7292457 5671657 0 5671657 133021 3011 136032 5807689 PART V, LINE 4: DURING 2020, THE ORGANIZATION DETERMINED THAT THESE FUNDS DO NOT CONSTITUTE A TRUE ENDOWMENT. THEREFORE, THEY ARE NOT REPORTED AS ENDOWMENT FUNDS FOR 2020 AND FUTURE YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COLLECTION COMMISSION 3,011. PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLECTION COMMISSION 3,011. X X X X 1 STELTER 10435 NEW YORK AVE DES MOINES IA 50322 PLANNED GIVING SOLICITATIONS 0 0 19693 -19693 19693 -19693 VA GOLF TOURNAMENT 192727 13142 179585 14475 9148 31026 27790 85800 192727 13142 179585 14475 9148 31026 27790 85800 168239 11346 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PLANNED GIVING SOLICITATIONS AND WEBSITE. 1 DISASTER AND EMERGENCY GRANTS 1528 2596292 EDUCATION GRANTS 1245 576794 FAMILY SUPPORT GRANTS 573 196718 PART I, LINE 2: SEE CHAPTER 3 OF THE ORGANIZATION'S MANUAL LISTED ON ITS WEBSITE: WWW.CGMAHQ.ORG FOR PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. X X X 0 0 0 0 0 0 0 0 0 CARI THOMAS CHIEF EXECUTIVE OFFICER 184016 0 0 0 0 0 9201 0 6841 0 200058 0 0 0 SARA MARTIN CHIEF FINANCIAL OFFICER 130124 0 0 0 0 0 6506 0 43114 0 179744 0 0 0 SEAN FENNELL CHIEF OPERATIONS OFFICER 136204 0 0 0 0 0 5174 0 11285 0 152663 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING FOR REVIEW, ALONG WITH THE AUDITED FINANCIALS. THE BOARD IS PROVIDED THE OPPORTUNITY TO ASK THE STAFF OR TAX PREPARER ANY QUESTIONS THAT THEY MIGHT HAVE. FORM 990, PART VI, SECTION B, LINE 12C NO ONE IN THE ORGANIZATION IS ALLOWED TO ISSUE A CHECK TO SOMEONE OF THE SAME APPROVAL AUTHORITY. AN ASSISTANT REPRESENTATIVE MUST GET APPROVAL FROM A REPRESENTATIVE, A REPRESENTATIVE MUST GET APPROVAL FROM THE CEO, AND THE CEO MUST GET APPROVAL FROM THE BOARD. IF BOARD MEMBERS HAD PERSONAL KNOWLEDGE ON AN INDIVIDUAL CLIENT THAT A DECISION WAS NEEDED ON, THEY WERE ASKED TO RECUSE THEMSELVES. LIKEWISE, DURING THE ELECTION PROCESS, RECUSAL WAS NEEDED TO AVOID ANY CONFLICT. NO CONFLICTS REGARDING BOARD MEMBER FINANCIAL HOLDINGS, INVESTMENTS OR UNIT OVERSIGHT WERE NOTED NOR ACTED UPON. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD ESTABLISHES THE SALARY OF THE CEO BASED ON PERFORMANCE, EXPERIENCE LEVEL AND THE EQUIVALENT GOVERNMENT PAY GRADES, OTHER MILITARY AID SOCIETY COUNTERPARTS, AND PRIVATE SECTOR PAY LEVELS FOR THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.