2021-07-30T07:21:25-05:00 2020-12-31 453245062 FEENEY FOSTER & CAVANAGH CPAS LLC 6 BLACKSTONE VALLEY PL STE 401D LINCOLN RI 028651162 990 2020-01-01 061354978 US COAST GUARD ACADEMY ALUMNI ASSOCIATION INC UNIT 8604422683 47 MOHEGAN AVENUE NEW LONDON CT 06320 ANDREA MARCILLE PRESIDENT 8604422683 2021-07-07 true MARCILLE ANDREA 999009999 PAUL J CAVANAGH CPA P01340236 4016581300 2021-07-14 X 2020 2022-09-23 18:48:47Z ANDREA MARCILLE 47 MOHEGAN AVENUE NEW LONDON CT 06320 15569794 false X WWW.CGAALUMNI.ORG X 1992 CT THE ORGANIZATION'S PURPOSE IS TO PROVIDE SERVICES AND PROMOTE FELLOWSHIP AMONG ITS MEMBERS. THE ORGANIZATION SHALL RAISE FUNDS TO PROVIDE "MARGIN OF EXCELLENCE" SUPPORT FOR THE CORPS OF CADETS (PRESENT DAY STUDENTS) AS COAST GUARD OFFICERS AND CIVILIAN EXMPLOYEES ARE PROHIBITED BY THE LAW FROM SEEKING FUNDS BEYOND WHAT IS APPROPRIATED BY CONGRESS. THE ASSOCIATION IS A 501(C)(3) AND ALSO SERVES TO PRESERVE TRADITIONS AND ENHANCE THE REPUTATION OF THE ACADEMY AS IT CARRIES OUT THE ABOVE FUNCTIONS. 16 16 14 0 8984672 5097711 0 791558 1036906 63928 42024 9840158 6176641 4933036 4579068 0 1326080 1297292 0 824224 1509350 381125 7768466 6257485 2071692 -80844 45867472 48919521 837478 1272496 45029994 47647025 X ORGANIZATION SHALL RAISE FUNDS TO PROVIDE "MARGIN OF EXCELLENCE" SUPPORT FOR THE CORPS OF CADETS (PRESENT DAY STUDENTS) AS COAST GUARD OFFICERS AND CIVILIAN EXMPLOYEES ARE PROHIBITED BY THE LAW FROM SEEKING FUNDS BEYOND WHAT IS APPROPRIATED BY CONGRESS. THE ASSOCIATION IS A 501(C)(3) AND ALSO SERVES TO PRESERVE TRADITIONS AND ENHANCE THE REPUTATION OF THE ACADEMY AS IT CARRIES OUT THE ABOVE FUNCTIONS. false false 4579068 4579068 PROVIDES DIRECT SUPPORT TO THE COAST GUARD ACADEMY FOR VARIOUS PROJECTS IN MAJOR CATEGORIES SUCH AS ACADEMIC ENRICHMENT, CADET ACTIVITIES, ATHLETICS AND CAPITAL IMPROVEMENT PROJECTS IN VARIOUS ACADEMY BUILDINGS. 289768 OPERATING EXPENSES ALLOCATED TO VARIOUS PROJECTS IN THE CATEGORIES LISTED ABOVE WHICH PROVIDE ADMINISTRATIVE SUPPORT TO PROCESS AND DISTRIBUTE THE FUNDS NEEDED TO DO THE SAME. 1619 HOST OF HOMECOMING WEEKEND EACH YEAR FOR CLASSES. THIS ANNUAL FRIEND- RAISING SERIES OF EVENTS SOLIDIFIES ALUMNI WITH THEIR ALMA MATER AND PROVIDES THE OPPORTUNITY TO RECONNECT WITH OTHER GRADUATES WITH WHOM THEY SERVED ON ACTIVE DUTY IN THE COAST GUARD. 147580 PREPARE BI-MONTHLY MAGAZINE, MONTHLY E-NEWSLETTER AND ANNUAL DIRECTORY AND DISTRIBUTE SAME TO DUES PAYING MEMBERS. THESE ARE THE MEANS BY WHICH THE ASSOCIATION KEEPS ALUMNI CONNECTED TO THE INSTITUTION ON A REGULAR BASIS. 147580 5018035 true true false false false false false false false true true true false false true true true false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 14 0 true 14 true false false false false false true true false false false false false false false X 16 16 false false false false true true true true true false false true true true true true true true true false X X ANDREA MARCILLE 8604422683 47 MOHEGAN AVENUE NEW LONDON CT 06320 MR KERRY WATTERSON DIRECTOR 1.00 X 0 0 0 CDR ERIC D HULTMARK RET TREASURER 1.00 X X 0 0 0 CDR ANGELINA HIDALGO DIRECTOR 1.00 X 0 0 0 MR CHRISTOPHER M WOODS DIRECTOR 1.00 X 0 0 0 VADM MANSON K BROWN RET CHAIR 1.00 X X 0 0 0 CDR MARK K HARRIS RET DIRECTOR 1.00 X 0 0 0 CDR FRANK E GENCO RET DIRECTOR 1.00 X 0 0 0 LT CHRISTINE D IGISOMAR VICE CHAIR 1.00 X X 0 0 0 CAPT WAYNE HOLLINGSWORTH DIRECTOR 1.00 X 0 0 0 MR JAMES J SMITH DIRECTOR 1.00 X 0 0 0 MR DION K NICELY DIRECTOR 1.00 X 0 0 0 LCDR EMILY A ROSE DIRECTOR 1.00 X 0 0 0 MR TIMOTHY ATKIN DIRECTOR 1.00 X 0 0 0 MR SEAN BENNETT DIRECTOR 1.00 X 0 0 0 CAPT CHARLENE DOWNEY DIRECTOR 1.00 X 0 0 0 MS ALANNA SIMPSON DIRECTOR 1.00 X 0 0 0 ANDREA MARCILLE PRESIDENT 40.00 X 162639 0 14028 ROBERT MCKENNA VP, DEVELOPM 40.00 X 141220 0 12857 SUSAN KENYON DIR. OF MAJO 40.00 X 112997 0 19065 TARA CLARK VP OF COMM. 40.00 X 101354 0 10281 518210 56231 4 false true false METCALF FACILITIES GROUP LLC 17 BEECH TREE ROAD RUMFORD RI 02916 PROJECT MANGMT 131851 1 582074 4515637 182602 5097711 677570 677570 2693 2693 2693 2693 9751723 9392387 359336 359336 359336 6802 766 6036 6036 AFFINITY INCOME 20000 20000 PRIZES AND AWARDS 9200 9200 MISC INCOME 4095 4095 33295 6176641 365372 713558 4579068 4579068 330745 155450 42997 132298 771443 362578 100288 308577 65649 30855 8534 26260 50958 23950 6625 20383 78497 36893 10205 31399 891 891 44322 44322 16471 16471 98303 46203 12779 39321 5000 2350 650 2000 2644 2644 36432 17123 4736 14573 1691 1691 136197 136197 29548 13888 3841 11819 ALL OTHER 194710 91514 25312 77884 FUNDRAISING 159443 159443 ALUMNI BULLETIN AND DIR 147580 147580 HOMECOMING EXPENSE 1619 1619 -493726 -493680 578 -624 6257485 5018035 415226 824224 803549 1848461 3942425 3910880 4414 4414 42865 36365 5265691 2205303 3193474 3060388 33135763 35520053 4706504 4484842 38478 54118 45867472 48919521 234841 587979 602637 684517 837478 1272496 X 3883302 5452625 41146692 42194400 45029994 47647025 45867472 48919521 X -80844 2425638 272237 X false true X true false X 5004418 8156799 5106708 8984672 5097711 32350308 5004418 8156799 5106708 8984672 5097711 32350308 32350308 424570 670797 846972 748811 680263 3371413 132685 84361 107086 109423 33295 466850 36188571 71380 0.89390 0.89980 X PART II, LINE 10 AFFINITY INCOME 50,000 OTHER INCOME 52,051 SPECIAL EVENTS 364,799 SUPPLEMENTAL INFORMATION AFFINITY INCOME 2016 AMOUNT: 10,000 2017 AMOUNT: 10,000 2018 AMOUNT: 10,000 2019 AMOUNT: 0 2020 AMOUNT: 20,000 OTHER INCOME 2016 AMOUNT: 10,046 2017 AMOUNT: 10,056 2018 AMOUNT: 9,401 2019 AMOUNT: 9,253 2020 AMOUNT: 13,295 SPECIAL EVENTS 2016 AMOUNT: 112,639 2017 AMOUNT: 64,305 2018 AMOUNT: 87,685 2019 AMOUNT: 100,170 2020 AMOUNT: 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28712117 873281 3061953 272009 397229 31978113 22755599 2076887 4880814 628649 372534 28712117 25102838 482828 -1479205 1006934 343928 22755599 25119977 309290 3821587 3823742 324274 25102838 25044789 3467047 715066 3895846 211079 25119977 0.05400 0.59700 0.34900 true false 4788170 1803192 2984978 109429 100211 9218 368092 301900 66192 3060388 HEDGE FUNDS 1847794 F REAL ESTATE 1392912 F PRIVATE EQUITY FUNDS 1244136 F 4484842 FIDUCIARY LIABILITIES 314365 DEFERRED MEMBERSHIP DUES 306432 ANNUITY PAYMENTS DUE 63720 684517 X 9050682 2425638 175400 272237 2873275 6177407 -766 -766 6176641 6433651 175400 766 176166 6257485 6257485 SCHEDULE D, PAGE 2, PART V, LINE 4 PROVIDE "MARGIN OF EXCELLENCE SUPPORT" TO THE COAST GUARD ACADEMY TO FACILITATE A MORE ENRICHING EXPERIENCE FOR STUDENTS IN THE AREAS OF ACADEMICS, ATHLETICS AND STUDENT ACTIVITIES. SCHEDULE D, PAGE 3, PART X THE ASSOCIATION FILES FEDERAL AND STATE OF CONNECTICUT EXEMPT ORGANIZATION RETURNS, WHICH REPRESENT THE MAJOR TAX JURISDICTIONS OF THE ASSOCIATION. FEDERAL AND STATE TAX YEARS 2017 THROUGH 2019 REMAIN OPEN FOR AUDIT UNDER THE VARIOUS STATUTES OF LIMITATIONS. IF NECESSARY, THE ASSOCIATION WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF GENERAL AND ADMINISTRATIVE EXPENSES IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE STATEMENT OF FINANCIAL POSITION. THE ASSOCIATION DID NOT RECOGNIZE ANY INTEREST OR PENALTIES ASSOCIATED WITH TAX MATTERS FOR THE YEAR ENDED DECEMBER 31, 2020. SCHEDULE D, PAGE 4, PART XI, LINE 2D PPP LOAN PROCEEDS 272,237 SCHEDULE D, PAGE 4, PART XI, LINE 4B COST OF GOODS SOLD -766 DIRECT FUNDRAISING EXPENSE 0 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSE 0 COST OF GOODS SOLD 766 true UNITED STATES COAST GUARD ACADEMY 33 MOHEGAN AVENUE NEW LONDON CT 06320 546010204 501C3 4579068 PROVIDES DIRECT SUPP 1 SCHEDULE I, PAGE 4, PART IV (H) PURPOSE OF GRANT OR ASSISTANCE: PROVIDES DIRECT SUPPORT TO THE COAST GUARD ACADEMY FOR VARIOUS PROJECTS IN MAJOR CATEGORIES SUCH AS ACADEMIC ENRICHMENT, CADET ACTIVITIES, ATHLETICS AND CAPITAL IMPROVEMENT PROJECTS IN VARIOUS ACADEMY BUILDINGS. X X X X false false false false false false false false false ANDREA MARCILLE PRESIDENT 162639 14028 176667 ROBERT MCKENNA VP, DEVELOPMENT 141220 12857 154077 X 14 172397 FMV X AUCTION & OTHER 14 10205 FMV false false false SCHEDULE M, PAGE 2, PART II SCHEDULE M, PART 1, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990 - ORGANIZATION'S MISSION ORGANIZATION SHALL RAISE FUNDS TO PROVIDE "MARGIN OF EXCELLENCE" SUPPORT FOR THE CORPS OF CADETS (PRESENT DAY STUDENTS) AS COAST GUARD OFFICERS AND CIVILIAN EXMPLOYEES ARE PROHIBITED BY THE LAW FROM SEEKING FUNDS BEYOND WHAT IS APPROPRIATED BY CONGRESS. THE ASSOCIATION IS A 501(C)(3) AND ALSO SERVES TO PRESERVE TRADITIONS AND ENHANCE THE REPUTATION OF THE ACADEMY AS IT CARRIES OUT THE ABOVE FUNCTIONS. FORM 990, PAGE 2, PART III, LINE 4D PREPARE BI-MONTHLY MAGAZINE, MONTHLY E-NEWSLETTER AND ANNUAL DIRECTORY AND DISTRIBUTE SAME TO DUES PAYING MEMBERS. THESE ARE THE MEANS BY WHICH THE ASSOCIATION KEEPS ALUMNI CONNECTED TO THE INSTITUTION ON A REGULAR BASIS. FORM 990, PAGE 6, PART VI, LINE 6 MEMBERS PAY ANNUAL DUES TO BE CONSIDERED "ACTIVE- AND BE ENTITLED TO ALL BENEFITS AND VOTING PRIVILEGES. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS VOTE ON THE SLATE OF 4 DIRECTORS PUT FORTH BY THE NOMINATING COMMITTEE ON AN ANNUAL BASIS. MEMBERS MAY ALSO SUBMIT WRITE-IN CANDIDATES. FORM 990, PAGE 6, PART VI, LINE 7B ANY CHANGES MADE TO THE CONSTITUTION MUST BE VOTED ON BY THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER PRIOR TO FILING WITH THE IRS. COPIES OF THE FILED RETURN ARE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: 1. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, 2. HAS READ AND UNDERSTANDS THE POLICY, AND; 3. HAS AGREED TO COMPLY WITH THE POLICY. ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS ARE TO BE DISCLOSED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE HUMAN RESOURCE COMMITTEE, MADE UP OF THREE BOARD MEMBERS SURVEYES VARIOUS NON-PROFITS IN THE GEOGRAPHIC AREAS. THE PRESIDENT'S SALARY WAS DETERMINED BASED ON ANALYZING THE SALARIES OF OTHER PRESIDENTS IN VARIOUS ORGANIZATIONS. A SALARY SURVEY WAS PERFORMED BY AN OUTSIDE CONSULTANT FOR ALL STAFF POSITIONS. THE SALARY DATA WAS OBTAINED VIA THE WEB FOR WHICH THE CONSULTANT HAD ACCESS ON A FEE BASIS TO MULTIPLE DATABASES. THE PRESIDENT'S SALARY WAS DETERMINED BY COMPARING THE SALARIES OF OTHER PRESIDENTS AND ORGANIZATION HEADS. THE PRESIDENT RECOMMENDED THE SALARIES BASED ON DATA GATHERED AND THE BOARD APPROVED THE SALARIES. DIRECTORS SERVE ON A VOLUNTARY BASIS AND RECEIVE NO COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT RECOMMENDED THE OTHER SALARIES BASED ON DATA GATHERED AND THE BOARD APPROVED. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC BY POSTING THESE DOCUMENTS TO THEIR WEBSITE. FORM 990, PART XI, LINE 9 PPP LOAN PROCEEDS 272,237