2019-08-15T12:40:45-05:00 2018-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2018-01-01 311801931 COAST GUARD MUTUAL ASSISTANCE INC COAS 7038750404 1005 N GLEBE ROAD NO 220 ARLINGTON VA 22201 CARI THOMAS CHIEF EXECUTIVE OFFICER 7038750404 2019-08-15 1 ELIZABETH HELLER P00397829 2022932200 216.59.105.130 2019-08-15 12:40:41 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8B6C6DF7A8E3B84B5AE7D1943EC3750B5C691B8F 2018 2019-02-21 02:37:17Z CARI THOMAS 1005 N GLEBE ROAD NO 220 ARLINGTON VA 22201 18553202 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 9 500 0 5367 2303535 2749293 0 0 2228805 878820 14933 23426 4547273 3651539 1506028 1854976 0 0 786810 883281 0 0 265916 1499764 1113811 3792602 3852068 754671 -200529 34142192 31744081 161579 141544 33980613 31602537 CGMA STRIVES TO PROMOTE FINANCIAL STABILITY AND GENERAL WELL-BEING OF THE PEOPLE IT SERVES. 0 0 1754682 1051721 DISASTER & 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. $2,861,964 IN INTEREST-FREE LOANS IS NOT ACCOUNTED FOR IN THIS LINE ITEM. 966695 677566 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. $176,133 IN INTEREST-FREE LOANS IS NOT ACCOUNTED FOR IN THIS LINE ITEM. 394764 125688 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. $970,309 IN INTEREST-FREE LOANS IS NOT ACCOUNTED FOR IN THIS LINE ITEM. 3116141 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 9 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 0 1 0 1 1 0 0 X X THE ORGANIZATION 7038750404 1005 N GLEBE ROAD SUITE 220 ARLINGTON VA 22201 ADM PAUL F ZUKUNFT CHAIRMAN (TO 6/2018) 1.00 X X 0 0 0 ADM KARL L SCHULTZ CHAIRMAN 1.00 X X 0 0 0 RADM WILLIAM G KELLY PRESIDENT 1.00 X X 0 0 0 CWO4RET JOHN C BAKER VICE PRESIDENT 1.00 X X 0 0 0 MRS SHAY COOK TREASURER (TO 6/2018) 1.00 X X 0 0 0 MR MICHAEL LITTLE TREASURER 1.00 X X 0 0 0 MR STEVEN APICELLA DIRECTOR 1.00 X 0 0 0 LT ALEXANDER T AUSTIN DIRECTOR 1.00 X 0 0 0 PO2 WAYNE G BENSON DIRECTOR 1.00 X 0 0 0 CWO2 MATTHEW G BURTCH DIRECTOR 1.00 X 0 0 0 CMC CHARLES R BUSHEY DIRECTOR 1.00 X 0 0 0 CMC LEILANI CALEJONES DIRECTOR (TO 6/2018) 1.00 X 0 0 0 MCPOCG STEVEN W CANTRELL DIRECTOR (TO 6/2018) 1.00 X 0 0 0 CDR KEVIN A CRECY DIRECTOR 1.00 X 0 0 0 MRS LISA J JOHNSON DIRECTOR 1.00 X 0 0 0 PO1 CAREY M JONES DIRECTOR 1.00 X 0 0 0 PO2 CLARISSA G MCINTYRE DIRECTOR 1.00 X 0 0 0 LCDR DANIEL J MCQUATE DIRECTOR 1.00 X 0 0 0 CPO DARIEN MOYA DIRECTOR 1.00 X 0 0 0 SCPO CHRISTOPHER E MULLINS DIRECTOR 1.00 X 0 0 0 LT SHANNON P RECK DIRECTOR 1.00 X 0 0 0 LT MARK M SANCHEZ DIRECTOR (TO 6/2018) 1.00 X 0 0 0 CPO JOHN M SAXON DIRECTOR (TO 6/2018) 1.00 X 0 0 0 MR FRANK TATU DIRECTOR (TO 6/2018) 1.00 X 0 0 0 PO1 JENNIFER O THOMPSON DIRECTOR (TO 6/2018) 1.00 X 0 0 0 MCPOCG JASON M VANDERHADEN DIRECTOR 1.00 X 0 0 0 AUX BRUCE A WHITE DIRECTOR 1.00 X 0 0 0 LT FRANK D WILLIAMS DIRECTOR 1.00 X 0 0 0 MRS ERIN WIRTH DIRECTOR 1.00 X 0 0 0 MR SEAN P FENNELL DIRECTOR OF ADMINISTRATION 40.00 X 108131 0 5107 MRS SARA MARTIN DIRECTOR OF FINANCE 40.00 X 84729 0 19941 RADM CARI THOMAS RET CEO/SECRETARY 40.00 X 120313 0 1719 BARRY BOISVERE EXECUTIVE DIRECTOR (TO 4/2018) 40.00 X 89946 0 3309 403119 0 30076 2 0 0 0 0 2749293 2749293 548449 548449 15232034 14901663 330371 330371 330371 COLLECTION AGENCY REPAYMENTS 900099 23426 23426 23426 3651539 23426 0 878820 1854976 1854976 446178 284207 108817 53154 282626 180143 68972 33511 9741 6147 2404 1190 90050 57088 21692 11270 54686 34822 13309 6555 6150 6150 23100 23100 100046 100046 177405 3144 49943 124318 56297 45539 4851 5907 132744 84361 32023 16360 248728 247600 665 463 5131 5131 BAD DEBT EXPENSE 154508 154508 TUTOR.COM 104281 104281 OTHER EXPENSES 69165 23069 32908 13188 LAYETTE PROGRAM 36256 36256 3852068 3116141 470011 265916 1189468 1626331 645000 741911 700 3869155 3766462 1235580 491221 942428 744359 26246182 23711519 1249259 1153499 34142192 31744081 73820 50751 87759 90793 161579 141544 X 32335613 29445963 645000 1287302 1000000 869272 33980613 31602537 34142192 31744081 -200529 -2177547 0 X X 0 1 X 1 0 X 2154223 2067356 1994287 2303535 2749293 11268694 137500 118594 256094 2291723 2185950 1994287 2303535 2749293 11524788 301308 11223480 660188 651906 679946 581404 548448 3121892 14481 23426 37907 14684587 0.76430 0.78330 X SCHEDULE A, PART II, LINE 10 EXPLANATION: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON. 1000000 -130728 869272 1000000 90170 90170 1000000 1109630 14925 124555 1000000 1109630 1109630 1109630 1109630 1.00000 0 0 19068 12215 6853 1216512 479006 737506 744359 DEFERRED RENT 90793 90793 1373946 -2177547 -2177547 3551493 100046 100046 3651539 3752022 0 3752022 100046 100046 3852068 PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS. 1 PERSONAL GRANTS 219 467426 SUPPLEMENTAL EDUCATION GRANTS (SEG) 2643 659112 FAMILY SUPPORT GRANTS 240 105557 EDUCATION LOAN FEE GRANTS 95 18454 LOANS CONVERTED TO GRANTS 308 604497 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. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. 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. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD ESTABLISHES THE SALARY OF THE CEO BASED ON PERFORMANCE, EXPERIENCE LEVEL AND THE EQUIVALENT GOVERNMENT PAY GRADES 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, LINE 17: THE ORGANIZATION FILES A COPY OF FORM 990 WITH ALL STATES THAT REQUIRE A CHARITABLE SOLICITATION REGISTRATION.