COAST GUARD FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COAST GUARD FOUNDATION INC (EIN 04-2899862)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-06
- IRS object ID
- 201743109349300324
- Schema version
- 2016v3.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-06T08:28:16-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050255779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANSIVERI KIMBALL & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOLDEN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042899862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COAST GUARD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COAS | BusinessNameControlTxt |
| Phone | 8605350786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 TAUGWONK ROAD | AddressLine1Txt |
| City | STONINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 063781807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN LUDWIG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8605350786 | PhoneNum |
| Signature | 2017-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J RAFTERY CPA | PreparerPersonNm |
| PTIN | P01380817 | PTIN |
| Phone | 4013310500 | PhoneNum |
| Preparation | 2017-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.249.212.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-01 | IPDt |
| IP Tm | 15:45:10 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DB066F377855CBBBB415022F685AFB2101B2589D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF5F509B5970548CB5D52A14842B4B6D02E92672 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN LUDWIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 TAUGWONK ROAD | AddressLine1Txt |
| City | STONINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 063781807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,773,017 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COASTGUARDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE COAST GUARD FOUNDATION STRIVES TO HELP COAST GUARD MEN AND WOMEN STRENGTHEN OUR NATION BY ENCOURAGING THEM TO EXCEL, ON DUTY AND OFF. THE FOUNDATION SUPPORTS ACADEMIC, ATHLETIC, AND LEADERSHIP EXCELLENCE FOR CADETS AT THE ACADEMY; SUPPORTS FAMILIES AND THE COAST GUARD COMMUNITY WHEN THERE IS OPERATIONAL INCIDENTS; PROVIDES COLLEGE SCHOLARSHIPS TO DEPENDENTS OF ENLISTED PERSONNEL; FUNDS RECREATIONAL AND FAMILY-ORIENTED FACILITIES; SUPPORTS EDUCATIONAL AND MORALE PROGRAMS AT BASES, AND ON CUTTERS AROUND THE NATION AND OVERSEAS; AND BRINGS AWARENESS TO THE PUBLIC OF THE IMPORTANCE OF THE COAST GUARD MISSION AND RECOGNIZES THE COAST GUARD'S ACHIEVEMENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,614,475 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,396,275 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $533,246 | PYInvestmentIncomeAmt |
| CY Investment Income | $79,153 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$25,945 | PYOtherRevenueAmt |
| CY Other Revenue | -$78,114 | CYOtherRevenueAmt |
| PY Total Revenue | $7,121,776 | PYTotalRevenueAmt |
| CY Total Revenue | $7,397,314 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,508,343 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,503,659 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,480,310 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,440,319 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $245,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $233,942 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,309,238 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,731,555 | PYOtherExpensesAmt |
| CY Other Expenses | $3,011,652 | CYOtherExpensesAmt |
| PY Total Expenses | $5,965,708 | PYTotalExpensesAmt |
| CY Total Expenses | $7,189,572 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,156,068 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $207,742 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,841,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,261,283 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $377,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $344,209 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,464,160 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,917,074 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN TIMES OF TRIUMPH AND THROUGH ADVERSITY, COAST GUARD FOUNDATION PROGRAMS:- IMPROVE THE WELL-BEING AND MORALE OF THE MEN AND WOMEN OF THE COAST GUARD AND THEIR FAMILIES- PROVIDE EDUCATION GRANTS AND SCHOLARSHIPS FOR JUNIOR MEMBERS, THEIR SPOUSES, AND COLLEGE-AGE CHILDREN- PROVIDE CRITICAL SUPPORT DURING TRAGIC TIMES OF INJURY AND LOSS- SUPPORT ACADEMIC, ATHLETIC, DIVERSITY AND LEADERSHIP DEVELOPMENT OF COAST GUARD ACADEMY CADETS- PROVIDE EMERGENCY RELIEF AND ASSISTANCE DURING TIMES OF NATURAL DISASTERS- RAISE PUBLIC AWARENESS OF THE IMPORTANCE OF THE COAST GUARD'S MISSIONS; AND- HONOR COAST GUARD HEROES.THE FOUNDATION STEPS IN WHERE FEDERAL FUNDS FALL SHORT OR CANNOT BE SPENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,706,791 | ExpenseAmt |
| Grant | $1,476,251 | GrantAmt |
| Desc | SUPPORT TO MEMBERS OF THE UNITED STATES COAST GUARD:THE COAST GUARD FOUNDATION SUPPORTS COAST GUARD MEMBERS ONSHORE AND AT SEA BY PROVIDING FITNESS AND RECREATIONAL EQUIPMENT TO PROMOTE MORALE AND WELLNESS, ULTIMATELY HELPING ENHANCE MISSION READINESS. THE FOUNDATION UNDERTAKES SMALL CAPITAL PROJECTS, SUCH AS CREW LOUNGES, BASKETBALL COURTS, AND WORKOUT FACILITIES, TO IMPROVE THE QUALITY OF LIFE. ADDITIONALLY, THE COAST GUARD FOUNDATION PROVIDES EDUCATION GRANTS TO ENLISTED MEMBERS FOR EXPENSES NOT COVERED BY THE GI BILL OR COAST GUARD TUITION ASSISTANCE, TO ENABLE THEM TO PURSUE COLLEGE DEGREES OR PROFESSIONAL CREDENTIALS WHILE ON ACTIVE DUTY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,509,284 | ExpenseAmt |
| Grant | $324,508 | GrantAmt |
| Desc | SUPPORT TO THE CORPS OF CADETS AT THE COAST GUARD ACADEMY:THE COAST GUARD FOUNDATION SUPPORTS THE SERVICE'S FUTURE OFFICER CORPS THROUGH LEADERSHIP DEVELOPMENT PROGRAMS, DIVERSITY INITIATIVES, ACADEMIC ENRICHMENT, AND ATHLETICS AND CLUB ACTIVITIES AT THE COAST GUARD ACADEMY. THE FOUNDATION ACCEPTS BOAT DONATIONS TO EXPAND OPPORTUNITIES FOR THE ACADEMY'S SAILING TEAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $801,267 | ExpenseAmt |
| Grant | $702,900 | GrantAmt |
| Desc | SUPPORT TO COAST GUARD FAMILIES:THE COAST GUARD FOUNDATION PROVIDES EDUCATION GRANTS TO SPOUSES AND SCHOLARSHIPS FOR COLLEGE-AGE CHILDREN OF ENLISTED COAST GUARD MEMBERS. THE FOUNDATION HELPS UPGRADE THE COAST GUARD'S FAMILY HOUSING AREAS WITH PROJECTS SUCH AS SAFE PLAYGROUNDS AND RECREATION FACILITIES. IN TIMES OF TRAGEDY, WHEN A COAST GUARD MEMBER DIES OR IS CRITICALLY INJURED WHILE ON ACTIVE DUTY, THE COAST GUARD FOUNDATION OFFERS COMFORT AND EMERGENCY ASSISTANCE TO THE FAMILY AND FRIENDS OF THE FALLEN. THE FALLEN HEROES SCHOLARSHIP PAYS THE COST OF A COLLEGE EDUCATION FOR THE CHILDREN OF A COAST GUARD MEMBER WHO IS KILLED IN THE LINE OF DUTY DURING AN OPERATIONAL MISHAP. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $970,600 | ExpenseAmt |
| Desc | PUBLIC AWARENESS:THE COAST GUARD FOUNDATION SERVES AS A GOODWILL AMBASSADOR FOR THE UNITED STATES COAST GUARD BY MAKING THE PUBLIC AWARE OF THE BENEFITS OF A STRONG COAST GUARD. THROUGH A PUBLIC SERVICE ANNOUNCEMENT CAMPAIGN, THE FOUNDATION HIGHLIGHTS THE DEDICATION AND BRAVERY OF COAST GUARD CREWS. FOUNDATION RECEPTIONS HOSTED ON BOARD COAST GUARD BARQUE EAGLE PROMOTE THE RICH HERITAGE OF THE HISTORIC SHIP AND ITS ROLE IN TRAINING CADETS AND OFFICER CANDIDATES IN SEAMANSHIP AND LEADERSHIP. BY HONORING COAST GUARD MEMBERS AT EVENTS, SUCH AS TRIBUTE DINNERS, THE FOUNDATION SHOWCASES THE BRAVERY AND PERFORMANCE EXCELLENCE OF THE SERVICE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $970,600 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,987,942 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA ALAIMO | PersonNm |
| Phone | 8605350786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 TAUGWONK ROAD | AddressLine1Txt |
| City | STONINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06378 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (84 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| AL A GONSOULIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA ANAGNOSTIS-IRONS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGUS R COOPER II | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE B BRENGLE | |||||||
| PRESIDENT(THRU 12/31/16) | 40.00 | Yes (X) | $209,323 | $0 | $19,862 | Yes (X) | |
| BENJAMIN G BORDELON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BLAINE E COLLINS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDAN J BOUCHARD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDAN V SULLIVAN JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN B MCALLISTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BROSIUS D'ARCY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLEEN LYDEN-KLUSS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARY K SWASAND | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL D FELDER | |||||||
| TREASURER | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CLAY MAITLAND | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CORRINE X KOSAR | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| D BRIAN PETERMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID F DYER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W GRZEBINSKI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DUNCAN C SMITH III | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC TIBBS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK L JOHNSEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| F DAVID HOFFMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY JOBSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE KAMPSTRA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| H MERRITT LANE III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK BUONO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A O'HARE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES C OLSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES C VAN SICE | |||||||
| VICE CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES H WOODWARD JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES J COLEMAN JR | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES M MATHIEU | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P MULDOON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES S ANDRASICK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY G FREEMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY M PLATT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F STATTS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN BALIFF | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH B PHAIR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH A ROOS | |||||||
| DIRECTOR | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN J MCSWEENEY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE P COTTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEO PAUL KOULOS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA M COOKE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA KAZOR CHRISTOVICH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LORETTA RIETSEMA | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET C WINTERS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK K KNOY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KNUDSEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL L CARTHEW | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NICKI M CANDIES | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PB SHAH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL RODEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP J SHAPIRO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| R CHRISTIAN JOHNSEN | |||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD J GRAHN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W MONTGOMERY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSS E ROEDER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROY VANDER PUTTEN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH ANDERSON COGGESHALL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY BRICE-O'HARA | |||||||
| DIRECTOR | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| SIDNEY C MIZELL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEIN KRUSE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE C HILL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN E MUECKE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN T SCALZO | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| THAD W ALLEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A ALLEGRETTI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS K RICHEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS NILES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS WETHERALD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VERNA KAYE GIBSON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER BLESSY JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER J HICKEL JR | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM ANONSEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D SULLIVAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H COLLIER JR | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM JENKINS | |||||||
| CHAIRMAN | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM LIGHTNER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM SHEFFIELD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD SISLEY | |||||||
| SENIOR VP OF DEVELOPMENT | 45.00 | $156,500 | $0 | $7,761 | Yes (X) | ||
| SUZAN SPRINGER | |||||||
| CFO (THRU 8/26/2016) | 45.00 | $85,616 | $0 | $12,874 | Yes (X) | ||
| BRIAN OVERCAST | |||||||
| REGIONAL DIR. OF PHILANTHR | 45.00 | $115,982 | $0 | $6,163 | Yes (X) | ||
| SUSAN LUDWIG | |||||||
| REGIONAL DIR. OF PHILANTHR | 45.00 | $134,899 | $0 | $28,642 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $702,320 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,302 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $27,928 | FederatedCampaignsAmt |
| Fundraising | $2,976,140 | FundraisingAmt |
| All Other Contributions | $4,392,207 | AllOtherContributionsAmt |
| Noncash Contributions | $1,384,096 | NoncashContributionsAmt |
| Total Contributions | $7,396,275 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,111 | TotalRevenueColumnAmt |
| Exclusion | $179,111 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $100,436 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $100,436 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,436 | TotalRevenueColumnAmt |
| Exclusion | $100,436 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,611,094 | SecuritiesAmt |
| Other | $1,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,712,552 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$101,458 | SecuritiesAmt |
| Other | $1,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$99,958 | TotalRevenueColumnAmt |
| Exclusion | -$99,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $434,850 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,976,140 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $663,151 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$228,301 | TotalRevenueColumnAmt |
| Exclusion | -$228,301 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRUSTEE DUES | 900099 | $38,000 | $38,000 |
| MISCELLANEOUS INCOME | 900099 | $10,672 | $10,672 |
| SALE OF PROMOTIONAL ITEMS | 453220 | $1,079 | $1,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $49,751 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,397,314 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,751 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$48,712 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,809,359 | TotalAmt |
| Program Services | $1,809,359 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,300 | TotalAmt |
| Program Services | $694,300 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,453 | TotalAmt |
| Program Services | $231,048 | ProgramServicesAmt |
| Management And General | $160,301 | ManagementAndGeneralAmt |
| Fundraising | $304,104 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,689 | TotalAmt |
| Program Services | $178,199 | ProgramServicesAmt |
| Management And General | $202,944 | ManagementAndGeneralAmt |
| Fundraising | $158,546 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,546 | TotalAmt |
| Program Services | $6,904 | ProgramServicesAmt |
| Management And General | $5,810 | ManagementAndGeneralAmt |
| Fundraising | $9,832 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,548 | TotalAmt |
| Program Services | $28,428 | ProgramServicesAmt |
| Management And General | $26,445 | ManagementAndGeneralAmt |
| Fundraising | $42,675 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,083 | TotalAmt |
| Program Services | $28,926 | ProgramServicesAmt |
| Management And General | $20,967 | ManagementAndGeneralAmt |
| Fundraising | $35,190 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,550 | TotalAmt |
| Management And General | $11,550 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,182 | TotalAmt |
| Management And General | $41,182 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,942 | TotalAmt |
| Fundraising | $233,942 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,195 | TotalAmt |
| Management And General | $39,195 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,011 | TotalAmt |
| Program Services | $57,922 | ProgramServicesAmt |
| Management And General | $8,370 | ManagementAndGeneralAmt |
| Fundraising | $64,719 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,691 | TotalAmt |
| Program Services | $108,926 | ProgramServicesAmt |
| Fundraising | $2,765 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,575 | TotalAmt |
| Program Services | $3,214 | ProgramServicesAmt |
| Management And General | $29,952 | ManagementAndGeneralAmt |
| Fundraising | $16,409 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,589 | TotalAmt |
| Program Services | $1,734 | ProgramServicesAmt |
| Management And General | $3,393 | ManagementAndGeneralAmt |
| Fundraising | $462 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,036 | TotalAmt |
| Program Services | $82,341 | ProgramServicesAmt |
| Management And General | $22,273 | ManagementAndGeneralAmt |
| Fundraising | $24,422 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,681 | TotalAmt |
| Program Services | $44,424 | ProgramServicesAmt |
| Management And General | $31,328 | ManagementAndGeneralAmt |
| Fundraising | $29,929 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,716 | TotalAmt |
| Program Services | $545 | ProgramServicesAmt |
| Management And General | $78,171 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,857 | TotalAmt |
| Program Services | $25,096 | ProgramServicesAmt |
| Management And General | $9,552 | ManagementAndGeneralAmt |
| Fundraising | $10,209 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOAT DONATION SUPPORT | $1,055,168 | $1,055,168 | ||
| DIRECT MAIL SOLICITATIO | $443,030 | $88,666 | $37,587 | $316,777 |
| EVENT PRODUCTION FEES | $408,047 | $408,047 | ||
| MISCELLANEOUS | $175,967 | $17,463 | $154,210 | $4,294 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,357 | TotalAmt |
| Program Services | $117,232 | ProgramServicesAmt |
| Management And General | $9,162 | ManagementAndGeneralAmt |
| Fundraising | $54,963 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,189,572 | TotalAmt |
| Program Services | $4,987,942 | ProgramServicesAmt |
| Management And General | $892,392 | ManagementAndGeneralAmt |
| Fundraising | $1,309,238 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,326 | BOYAmt |
| EOY | $423,587 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,087 | BOYAmt |
| EOY | $439,724 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,121,844 | BOYAmt |
| EOY | $698,952 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323 | BOYAmt |
| EOY | $2,281 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,744 | BOYAmt |
| EOY | $40,841 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,281 | BOYAmt |
| EOY | $122,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,686,453 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $786,990 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,396 | BOYAmt |
| EOY | $899,463 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,125,683 | BOYAmt |
| EOY | $7,634,130 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,841,684 | BOYAmt |
| EOY | $10,261,283 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,776 | BOYAmt |
| EOY | $195,461 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,500 | BOYAmt |
| EOY | $27,500 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,248 | BOYAmt |
| EOY | $121,248 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,524 | BOYAmt |
| EOY | $344,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,941,573 | BOYAmt |
| EOY | $3,393,138 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,382,933 | BOYAmt |
| EOY | $3,361,682 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,139,654 | BOYAmt |
| EOY | $3,162,254 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,464,160 | BOYAmt |
| EOY | $9,917,074 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,841,684 | BOYAmt |
| EOY | $10,261,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $207,742 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $245,172 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,799,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,187,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,122,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,614,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,396,275 | CurrentTaxYearAmt |
| Total | $31,120,523 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,799,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,187,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,122,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,614,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,396,275 | CurrentTaxYearAmt |
| Total | $31,120,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $31,120,523 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $235,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $407,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $461,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $279,547 | CurrentTaxYearAmt |
| Total | $1,564,441 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,672 | CurrentTaxYearAmt |
| Total | $203,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,888,317 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,589 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | TRUSTEE DUES - 2012 AMOUNT: $ 39,500. 2013 AMOUNT: $ 38,000. 2014 AMOUNT: $ 38,500. 2015 AMOUNT: $ 36,500. 2016 AMOUNT: $ 38,000. MISCELLANEOUS - 2012 AMOUNT: $ 638. 2013 AMOUNT: $ 264. 2014 AMOUNT: $ 1,266. 2015 AMOUNT: $ 13. 2016 AMOUNT: $ 10,672. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,744,464 | BeginningYearBalanceAmt |
| Contributions | $1,058,568 | ContributionsAmt |
| Investment Earnings Or Losses | $273,551 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $833,571 | OtherExpendituresAmt |
| End Year Balance | $7,243,012 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,690,952 | BeginningYearBalanceAmt |
| Contributions | $925,668 | ContributionsAmt |
| Investment Earnings Or Losses | -$299,797 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $572,359 | OtherExpendituresAmt |
| End Year Balance | $6,744,464 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,905,806 | BeginningYearBalanceAmt |
| Contributions | $460,000 | ContributionsAmt |
| Investment Earnings Or Losses | $325,146 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,690,952 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,985,696 | BeginningYearBalanceAmt |
| Contributions | $385,315 | ContributionsAmt |
| Investment Earnings Or Losses | $768,610 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $233,815 | OtherExpendituresAmt |
| End Year Balance | $5,905,806 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,280,324 | BeginningYearBalanceAmt |
| Contributions | $444,145 | ContributionsAmt |
| Investment Earnings Or Losses | $440,369 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $179,145 | OtherExpendituresAmt |
| End Year Balance | $4,985,696 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43650 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $381,374 | OtherCostOrOtherBasisAmt |
| Book Value | $381,374 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $885,135 | OtherCostOrOtherBasisAmt |
| Depreciation | $482,217 | DepreciationAmt |
| Book Value | $402,918 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $313,767 | OtherCostOrOtherBasisAmt |
| Depreciation | $248,672 | DepreciationAmt |
| Book Value | $65,095 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,101 | DepreciationAmt |
| Book Value | $50,076 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $899,463 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,077,178 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $245,172 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,245,586 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $10,490,758 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,586,420 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,195 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$228,301 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$189,106 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,397,314 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,624,264 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,245,586 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $228,301 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,473,887 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,150,377 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,195 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $39,195 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,189,572 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS WERE CREATED TO SUPPORT THE COAST GUARD ACADEMY AND THE VARIOUS COAST GUARD DISTRICTS. SUCH SUPPORT COMES IN MANY FORMS INCLUDING PROJECTS TO BENEFIT DISTRICT MORALE, ACADEMIC AND ATHLETIC PROGRAMS AT THE ACADEMY, AS WELL AS PROGRAMS TO SUPPORT COAST GUARD FAMILIES, INCLUDING SCHOLARSHIPS. |
| PART X, LINE 2: | MANAGEMENT DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE OR RECOGNITION. FOR THE YEAR ENDED DECEMBER 31, 2016, THERE WERE NO INTEREST OR TAX PENALTIES RECORDED OR INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS -663,151. DIRECT BENEFIT TO DONORS - SPECIAL EVENTS 434,850. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 663,151. DIRECT BENEFIT TO DONORS - SPECIAL EVENTS -434,850. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ROBBINS KERSTEN DIRECT | ||||||||
| 201 SUMMER STREET | HOLLISTON | MA | 01746 | DIGITAL AND MAIL SOLICITATIONS | 0 | $1,381,302 | $78,000 | $1,303,302 |
| EVENT ASSOCIATES INC | ||||||||
| 162 WEST 56TH STREET | NEW YORK | NY | 10019 | SPECIAL FUNDRAISING EVENTS | 0 | $995,250 | $70,000 | $925,250 |
| SUSAN O'NEIL & ASSOCIATES | ||||||||
| 5910 GLOSTER RD | BETHESDA | MD | 20816 | SPECIAL FUNDRAISING EVENTS | 0 | $565,007 | $65,000 | $500,007 |
| DENISE HAYASHI CONSULTING | ||||||||
| PO BOX 235480 | HONOLULU | HI | 96816 | SPECIAL FUNDRAISING EVENTS | 0 | $203,650 | $20,942 | $182,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,145,209 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $233,942 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,911,267 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NEW YORK DINNER | Event1Nm |
| Gross Receipts Event1 | $995,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $876,150 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $119,100 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $43,775 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $110,016 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,465 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $57,771 | OtherDirectExpensesEvent1Amt |
| Event2 | DC DINNER | Event2Nm |
| Gross Receipts Event2 | $565,007 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $488,207 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $76,800 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $116,197 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $43,791 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,363 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $35,651 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,850,733 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,611,783 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $238,950 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $60,209 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $132,113 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $9,150 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $46,650 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,410,990 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,976,140 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $434,850 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $220,181 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $285,920 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,978 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $140,072 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $663,151 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$228,301 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE CONTRACT WITH ROBBINS KERSTEN DIRECT IS FOR CONSULTING WORK RELATED TO DIGITAL AND DIRECT MAIL SOLICITATIONS. IN ADDITION, THE COMPANY PROVIDES MAILING SERVICES UNDER A SEPARATE AGREEMENT FOR WHICH THE FOUNDATION IS BILLED SEPARATELY FOLLOWING EACH MAILING. TOTAL FEES PAID TO ROBBINS KERSTEN DIRECT, INC FOR ADDITIONAL SERVICES PROVIDED IN 2016 WERE $529,871. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNITED STATES COAST GUARD | |||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $114,433 | TO ENHANCE EDUCATIONAL OPPORTUNITIES AT THE COAST GUARD ACADEMY |
| UNITED STATES COAST GUARD | |||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $44,400 | TO SUPPORT THE WATERFRONT PROGRAM AT THE COAST GUARD ACADEMY |
| UNITED STATES COAST GUARD | |||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $675,602 | TO IMPROVE MORALE AND WELFARE OF COAST GUARDSMEN |
| UNITED STATES COAST GUARD | |||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $56,700 | TO ENHANCE THE ATHLETIC PROGRAMS AT THE COAST GUARD ACADEMY |
| UNITED STATES COAST GUARD | |||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $73,000 | TO SUPPORT PUBLIC OUTREACH OPPORTUNITIES AT THE COAST GUARD ACADEMY AND DISTRICTS |
| UNITED STATES COAST GUARD | |||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $77,000 | TO SUPPORT SPECIAL PROJECTS FOR COAST GUARD UNITS AND THEIR FAMILIES AROUND THE COUNTRY |
| UNITED STATES COAST GUARD | |||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $89,400 | TO PROVIDE SUPPORT TO THE UNITED STATES COAST GUARD AUXILIARY |
| UNITED STATES COAST GUARD | |||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $678,824 | TO SUPPORT SHIPMATE FUNDS THROUGHOUT THE COAST GUARD |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE SCHOLARSHIPS TO CHILDREN OF ENLISTED PERSONNEL | 155 | $546,336 |
| FALLEN HEROES SCHOLARSHIPS | 14 | $89,964 |
| COLLEGE SCHOLARSHIPS TO RESERVISTS AND THEIR DEPENDENTS | 8 | $8,000 |
| EDUCATION GRANTS TO SPOUSES OF COAST GUARD ENLISTED PERSONNEL | 100 | $50,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CHILDREN OF ACTIVE DUTY, RETIRED, AND DECEASED ENLISTED PERSONNEL CAN APPLY FOR SCHOLARSHIPS AND A POINT SYSTEM IS USED TO RANK THE APPLICANTS BASED ON ACADEMIC PROMISE, LEADERSHIP POTENTIAL, AND CHARACTER. IN ADDITION, AN INDEPENDENT BOARD CONSISTING OF COAST GUARD PERSONNEL REVIEW THE APPLICATIONS AND PROVIDE A RANKING OF THE APPLICANTS. THE SCHOLARSHIP COMMITTEE REVIEWS THE TWO LISTS AND HAS FINAL APPROVAL ON AWARDS. STUDENTS MUST PROVIDE VERIFICATION OF FULL TIME ENROLLMENT, TRANSCRIPTS, AND STUDENT BILLS. PAYMENTS ARE MADE DIRECTLY TO THE ACADEMIC INSTITUTION WITH THE REQUIREMENT THAT ANY OVERAGES WILL BE REFUNDED TO THE COAST GUARD FOUNDATION AND NOT PAID OUT TO THE STUDENT. EDUCATION GRANTS FOR SPOUSES ARE AWARDED BASED ON A GRANT APPLICATION AND ARE PAID DIRECTLY TO THE RECIPIENT. EDUCATION GRANTS ARE ADMINISTERED BY THE COAST GUARD INSTITUTE WHO ANNOUNCES THE FUNDS AVAILABILITY, CHECKS FOR ELIGIBILITY, AND DISBURSES TO THE INDIVIDUALS SELECTED. THE INSTITUTE REPORTS TO THE FOUNDATION WITH PAYEE, CHECK NUMBER AND AMOUNT. RECIPIENTS ALSO HAVE THE ABILITY TO SEND ACKNOWLEDGEMENT EMAILS. GRANTS TO THE COAST GUARD ARE DETERMINED BASED ON A NEEDS LIST PRESENTED TO THE GRANTS COMMITTE WHICH INCLUDES A DESCRIPTION OF HOW THE SUPPORT BENEFITS COAST GUARD PERSONNEL AND HOW MANY ARE BENEFITED. IN ADDITION, AVAILABLE FUNDING BY PROGRAM IS CONSIDERED IN GRANTING REQUESTS. GRANTS ARE DISBURSED TO THE COAST GUARD GIFT FUND AND THE COAST GUARD REPORTS BACK WITH DOCUMENTATION OF EXPENDITURE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE B BRENGLE | ||||||||||||||
| PRESIDENT(THRU 12/31/16) | $209,323 | $0 | $0 | $0 | $0 | $0 | $8,073 | $0 | $11,789 | $0 | $229,185 | $0 | $0 | $0 |
| BRAD SISLEY | ||||||||||||||
| SENIOR VP OF DEVELOPMENT | $156,500 | $0 | $0 | $0 | $0 | $0 | $6,261 | $0 | $1,500 | $0 | $164,261 | $0 | $0 | $0 |
| SUSAN LUDWIG | ||||||||||||||
| REGIONAL DIR. OF PHILANTHR | $134,899 | $0 | $0 | $0 | $0 | $0 | $5,316 | $0 | $23,326 | $0 | $163,541 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,075,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CONSUMER GOODS | 22 | $199,814 | RETAIL VALUE |
| Yes (X) | OTHER | 21 | $109,282 | RETAIL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, A COPY OF THE 990 IS SENT TO THE AUDIT COMMITTEE FOR REVIEW. AFTER AUDIT COMMITTEE APPROVAL, AND PRIOR TO FILING, A COPY OF THE 990 IS DISTRIBUTED TO THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEE CONFLICT OF INTEREST POLICY IS CLEARLY STATED IN OUR BY-LAWS. EACH YEAR TWO FORMS ARE SENT TO THE TRUSTEES ASKING THEM TO INDICATE WHETHER THEY ARE RELATED OR NON-RELATED PARTIES AND IF SO TO DISCLOSE THE RELATIONSHIP. THEY MUST ALSO DISCLOSE ANY CONFLICTS OF INTEREST. THE FORMS ARE THEN SIGNED AND FILED AT THE OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE FOUNDATION'S PRESIDENT IS REVIEWED AND SET BY THE CHAIRMAN OF THE BOARD. THE CHAIRMAN TAKES INTO CONSIDERATION INDEPENDENT COMPENSATION STUDIES, THE RECOMMENDATION OF THE HUMAN RESOURSE COMMITTEE OF THE BOARD OF THE DIRECTORS, AND BENCHMARKING DATA FROM SIMILAR ORGANIZATIONS TO ENSURE THAT THE PRESIDENT'S COMPENSATION IS WITHIN THE RANGE OF THAT PAID TO NONPROFIT EXECUTIVES WITH COMPARABLE RESPONSIBILITES. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE PRESIDENT USING THE SAME METHOD. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT. AUDITED FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |