2017-04-06T12:30:28-05:00 2016-12-31 541032507 MURRAY JONSON WHITE & ASSOC LTD PC 6402 ARLINGTON BLVD SUITE 1130 FALLS CHURCH VA 220422333 990 2016-01-01 311801931 COAST GUARD MUTUAL ASSISTANCE INC COAS 7038750404 1005 N GLEBE ROAD NO 220 ARLINGTON VA 22201 BARRY M BOISVERE EXECUTIVE DIRECTOR 2024936622 2017-03-31 1 RANDOLPH SHAPIRO P00339849 7032372500 2017-03-30 64.88.174.3 2017-03-31 10:17:53 ED P 3C96B6C016AF6493F1CF3CA6DB80FC5D5981E638 5A2C025CF24AFD211F82786658AABE1AB7EF0872 2016 2021-01-29 14:40:06Z BARRY M BOISVERE 1005 N GLEBE ROAD NO 220 ARLINGTON VA 22201 21611852 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 7 450 0 0 2067356 1994287 0 0 1158882 1017438 13202 15733 3239440 3027458 718787 1027155 0 0 737504 775765 0 0 158360 576584 748575 2032875 2551495 1206565 475963 30734585 32007603 87142 353656 30647443 31653947 CGMA STRIVES TO PROMOTE FINANCIAL STABILITY AND GENERAL WELL-BEING OF THE PEOPLE IT SERVES. 0 0 1715451 1027155 TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF THE COAST GUARD FAMILY IN THE FORM OF PERSONAL AND EDUCATIONAL BENEFITS. 153605 OUTREACH AND SUPPORT FOR COAST GUARD EMPLOYEES AND THEIR FAMILIES - LAYETTE PROGRAM, SPECIAL PROGRAMS, ADMINISTRATIVE COSTS TO SUPPORT ALL OUTREACH EFFORTS. 35499 TO ASSIST MEMBERS OF THE COAST GUARD FAMILY BY PAYING FEES ON THEIR BEHALF SO THEY MAY OBTAIN FINANCIAL COUNSELING AND EDUCATIONAL BENEFITS. 1904555 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 7 1 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 0 0 X X X NICKOLE SCIORTINO 7038750404 1005 N GLEBE ROAD SUITE 220 ARLINGTON VA 22201 ADM PAUL F ZUKUNFT CHAIRMAN 2.00 X X 0 0 0 RDML WILLIAM G KELLY PRESIDENT 2.00 X X 0 0 0 CWO4RET JOHN C BAKER VICE PRESIDENT 2.00 X X 0 0 0 MRS SHAY COOK TREASURER 2.00 X X 0 0 0 MCPOCG STEVEN W CANTRELL DIRECTOR 2.00 X 0 0 0 CDR KEVIN A CRECY DIRECTOR 2.00 X 0 0 0 LCDR JAMES A CROCKETT DIRECTOR 2.00 X 0 0 0 CW02 MATTHEW G BURTCH DIRECTOR 2.00 X 0 0 0 CWO2 FRANK D WILLIAMS DIRECTOR 2.00 X 0 0 0 PO1 DAVID NAVA DIRECTOR 2.00 X 0 0 0 MRS HEATHER A LALOR DIRECTOR 2.00 X 0 0 0 LT MARK M SANCHEZ DIRECTOR 2.00 X 0 0 0 CWO2 SHANNON PAUL RECK DIRECTOR 2.00 X 0 0 0 MR FRANK TATU DIRECTOR 2.00 X 0 0 0 MRS ELIZABETH AMEEN DIRECTOR 2.00 X 0 0 0 AUX BRUCE A WHITE DIRECTOR 2.00 X 0 0 0 CMC LEILANI CALEJONES DIRECTOR (ALTERNATE) 2.00 X 0 0 0 MCPO MARK H ALLEN DIRECTOR (ALTERNATE) 2.00 X 0 0 0 JENNIFER OPAL THOMPSON DIRECTOR (ALTERNATE) 2.00 X 0 0 0 PO1 CAREY M JONES DIRECTOR 2.00 X 0 0 0 CPO JOHN M SAXON DIRECTOR 2.00 X 0 0 0 RONALD WOLF ADMINISTRATIVE DIRECTOR 40.00 X 112592 0 14579 NICKOLE SCIORTINO FINANCIAL DIRECTOR 40.00 X 109574 0 10533 BARRY BOISVERE EXECUTIVE DIRECTOR 40.00 X 149844 0 13306 372010 0 38418 3 0 1 0 PROCESS POINT CONSULTING 7413 GRACE ST SPRINGFIELD VA 22150 ENTERPRISE SOFTWARE AND SECURITY 349370 GRAVITATE 625 N WASHINGTON ST STE 310 ALEXANDRIA VA 22314 INFORMATION TECHNOLOGY 208664 2 1994287 1994287 679946 679946 18921886 18584394 337492 337492 337492 COLLECTION AGENCY REPAYMENTS 900099 15733 15733 15733 3027458 15733 0 1017438 1027155 1027155 410428 246358 143561 20509 246695 148088 86280 12327 6862 4119 2400 343 66372 39839 23216 3317 45408 27245 15893 2270 19937 19937 99189 99189 145812 4097 38267 103448 41908 35818 6090 125407 75243 43522 6642 4071 0 4071 6154 6154 BAD DEBT EXPENSE 147402 147402 TUTOR.COM 62387 62387 LAYETTE PROGRAM 28731 28731 SPECIAL PROGRAMS & OUTR 22572 22572 45005 35501 9504 2551495 1904555 488580 158360 926991 609685 700000 675000 44504 10244 2240999 2405429 1321542 717289 17889 604253 25653500 26537298 1150702 1165694 30734585 32007603 69128 270278 18014 83378 87142 353656 X 28837813 29854392 700000 675000 1109630 1124555 30647443 31653947 30734585 32007603 475963 530542 0 X X 0 1 X 1 0 X 2671837 2521404 2154223 2067356 1994287 11409107 129200 133076 137500 118594 0 518370 2801037 2654480 2291723 2185950 1994287 11927477 11927477 494490 573718 660188 651906 679946 3060248 14987725 0.79580 0.81880 X 19068 5250 13818 1302474 712039 590435 604253 DEFERRED RENT 83378 83378 X 3458810 530542 -99189 431353 3027457 0 3027457 2452306 0 2452306 99189 99189 2551495 PART X, LINE 2: INCOME TAXES - CGMA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELEVANT STATE TAX REGULATIONS. INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO CGMA'S EXEMPT PURPOSES. CGMA HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2016. CGMA HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. THE TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. TAX RETURNS FOR THE YEARS ENDED AFTER DECEMBER 31, 2013 ARE OPEN TO EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 1 SUPPLEMENTAL EDUCATION GRANTS (SEG) TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF THE COAST GUARD FAMILY BY REIMBURSING THEM FOR CERTAIN COSTS ASSOCIATED WITH SEEKING THEIR FIRST UNDERGRADUATE (ASSOCIATE AND/OR BACHELOR) DEGREE, OR A VOCATIONAL AND TECHNICAL TRAINING (VOTECH) CERTIFICATE, OR A GENERAL EQUIVALENCY DIPLOMA (GED), OTHERWISE NOT COVERED BY COAST GUARD TUITION ASSISTANCE OR SIMILAR PROGRAMS. THESE GRANTS ARE NON-NEED BASED. 3265 780282 0 HARDSHIP/MEMBER DEATH GRANTS - LOANS CONVERTED TO GRANTS FOR ELIGIBLE INDIVIDUALS WHO CANNOT MAKE REPAYMENTS DUE TO FINANCIAL HARDSHIP OR DUE TO DEATH OF COAST GUARD MEMBER. 60 53341 0 PERSONAL GRANTS - GRANTS TO ELIGIBLE INDIVIDUALS FOR FUNERAL COSTS, MEDICAL CARE, EMERGENCY TRAVEL, AND BASIC LIVING EXPENSES 110 193532 0 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 0 0 0 0 0 0 0 0 0 BARRY BOISVERE EXECUTIVE DIRECTOR 149844 0 0 0 0 0 7492 0 5814 0 163150 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 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 EXECUTIVE DIRECTOR, AND THE EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR BASED ON PERFORMANCE, EXPERIENCE LEVEL AND THE EQUIVALENT GOVERNMENT PAY GRADES FOR THE POSITION. FORM 990, PART VI, SECTION C, LINE 18 WWW.GUIDESTAR.COM AND E-MAILED OR MAILED UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 2C: NO CHANGES IN THE METHODS USED BY THE AUDIT COMMITTEE TO OVERSEE THE AUDIT OR IN THE SELECTION OF AN INDEPENDENT AUDITOR FROM THE PRIOR YEAR. FORM 990 PART VI, SECTION C, LINE 17: A 990 IS FILED WITH ALL STATES THAT REQUIRE A CHARITABLE SOLICITATION REGISTRATION. ADDITIONAL INFORMATION: CGMA PROCESSED OVER 5,200 CASES AND ISSUED OVER $4 MILLION IN INTEREST FREE LOANS AND GRANTS TO ELIGIBLE RECIPIENTS IN 2016. ARMED FORCES RELIEF TRUST (AFRT) C/O AER 200 STOVALL STREET SUITE 5N ALEXANDRIA VA 223320600 526468495 DONATION COLLECTIONS TO BENEFIT FOUR MILITARY AID SOCIETIES. VA 501(C)(3) 11A-TYPE I AER AFAS NMCRS AND COAST GUARD MUTUAL ASSISTANCE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0