UNITED STATES COAST GUARD ACADEMY ALUMNI ASSOCIATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES COAST GUARD ACADEMY ALUMNI ASSOCIATION INC (EIN 06-1354978)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-02
- IRS object ID
- 201622469349300412
- Schema version
- 2015v2.1
- 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 | 2016-09-02T09:22:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Church Street 12th floor | AddressLine1Txt |
| City | Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061354978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US COAST GUARD ACADEMY | BusinessNameLine1Txt |
| Business Name Line2 | ALUMNI ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8604422683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 MOHEGAN AVENUE | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA MARCILLE | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8604422683 | PhoneNum |
| Signature | 2016-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA MCGOWAN | PreparerPersonNm |
| PTIN | P00184514 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | Andrea Marcille | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 MOHEGAN AVENUE | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,115,164 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cgaalumni.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | Its purpose is to provide services to 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 employees 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,911,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,042,674 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,483,153 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,822,339 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,801 | PYOtherRevenueAmt |
| CY Other Revenue | $140,955 | CYOtherRevenueAmt |
| PY Total Revenue | $8,395,954 | PYTotalRevenueAmt |
| CY Total Revenue | $8,005,968 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,705,829 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,902,319 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $919,302 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,024,718 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $76,915 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $76,802 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,133,401 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,138,370 | PYOtherExpensesAmt |
| CY Other Expenses | $1,436,008 | CYOtherExpensesAmt |
| PY Total Expenses | $3,840,416 | PYTotalExpensesAmt |
| CY Total Expenses | $4,439,847 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,555,538 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,566,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,110,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,710,465 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $279,446 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $380,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,830,739 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,329,566 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S PURPOSE IS TO PROVIDE SERVICES TO 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 EMPLOYEES ARE PROHIBITED BY LAW FROM SEEKING FUNDS BEYOND WHAT IS APPROPRIATED BY THE 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,902,319 | ExpenseAmt |
| Grant | $1,902,319 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $828,808 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $34,558 | ExpenseAmt |
| Revenue | $9,150 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $137,868 | ExpenseAmt |
| Desc | Prepare bi-monthly magazine, monthly e-Newsletter and annual directory and distributes same to dues paying members. These are the means by which the association keeps alumni connected to the institution on a regular basis. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $137,868 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,903,553 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | andrea marcille | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604422683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 MOHEGAN AVENUE | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 |
|---|---|---|---|---|---|---|---|
| CAPT Domenico Dilulio | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAPT JEFFREY D HARTMAN | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAPT JOSePH D PHILLIPS | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAPT JOHN C MAXHAM | |||||||
| director/ Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CAPT ROBERT E MCKENNA | |||||||
| director/ treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CAPT SEAN R MURTAGH | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CDR CLAYTON L DIAMOND | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CDR EVA VAN CAMP | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LCDR ANDREA J PARKER | |||||||
| Director/ secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LCDR CHRISTIAN E SOTO | |||||||
| director/ vice chairman | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LCDR SARA E DILUNA | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LT Ginny R Nadolny | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LT KEITH A BLEVINS | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Ian M MacGregor | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM H THOMPSON | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RADM Douglas H Teeson | |||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA MARCILLE | |||||||
| PRESIDENT | 40.00 | $137,043 | $0 | $12,500 | Yes (X) | ||
| DAVID OBEDZINSKI | |||||||
| VICE PRESIDENT, DEVELOPMENT | 40.00 | $119,846 | $0 | $12,500 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $256,889 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THAD W ALLEN | |||||
| 115 KINGSLEY ROAD SE | VIENNA | VA | 22180 | Institute for Leadership Chair Pay | $141,666 |
| IRA H MARTIN | |||||
| POBOX 115 | NEWFIELDS | NH | 03856 | Institute for Leadership Visiting Schola | $133,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $591,191 | MembershipDuesAmt |
| Fundraising | $45,014 | FundraisingAmt |
| All Other Contributions | $5,406,469 | AllOtherContributionsAmt |
| Noncash Contributions | $436,644 | NoncashContributionsAmt |
| Total Contributions | $6,042,674 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $378,037 | TotalRevenueColumnAmt |
| Exclusion | $378,037 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,272 | 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 | $7,272 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,272 | TotalRevenueColumnAmt |
| Exclusion | $7,272 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,470,978 | SecuritiesAmt |
| Other | $9,238 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,025,745 | SecuritiesAmt |
| Other | $10,169 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,445,233 | SecuritiesAmt |
| Other | -$931 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,444,302 | TotalRevenueColumnAmt |
| Exclusion | $1,444,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $42,397 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $45,014 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $60,085 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,688 | TotalRevenueColumnAmt |
| Exclusion | -$17,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,150 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,197 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,047 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SPECIAL EVENTS | 900099 | $84,505 | $84,505 |
| misc income | 900099 | $52,283 | $52,283 |
| AFFINITY INCOME | 900099 | $10,000 | $10,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,630 | TotalRevenueColumnAmt |
| Exclusion | $8,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $155,418 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,005,968 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,047 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,967,341 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,902,319 | TotalAmt |
| Program Services | $1,902,319 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,500 | TotalAmt |
| Program Services | $66,795 | ProgramServicesAmt |
| Management And General | $28,517 | ManagementAndGeneralAmt |
| Fundraising | $57,188 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,737 | TotalAmt |
| Program Services | $302,542 | ProgramServicesAmt |
| Management And General | $129,168 | ManagementAndGeneralAmt |
| Fundraising | $259,027 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,459 | TotalAmt |
| Program Services | $17,283 | ProgramServicesAmt |
| Management And General | $7,379 | ManagementAndGeneralAmt |
| Fundraising | $14,797 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,508 | TotalAmt |
| Program Services | $32,197 | ProgramServicesAmt |
| Management And General | $13,746 | ManagementAndGeneralAmt |
| Fundraising | $27,565 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,514 | TotalAmt |
| Program Services | $30,009 | ProgramServicesAmt |
| Management And General | $12,812 | ManagementAndGeneralAmt |
| Fundraising | $25,693 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,862 | TotalAmt |
| Management And General | $49,862 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,802 | TotalAmt |
| Fundraising | $76,802 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,914 | TotalAmt |
| Fundraising | $8,914 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,981 | TotalAmt |
| Program Services | $62,626 | ProgramServicesAmt |
| Management And General | $26,737 | ManagementAndGeneralAmt |
| Fundraising | $53,618 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,166 | TotalAmt |
| Program Services | $40,369 | ProgramServicesAmt |
| Management And General | $17,235 | ManagementAndGeneralAmt |
| Fundraising | $34,562 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,185 | TotalAmt |
| Program Services | $41,254 | ProgramServicesAmt |
| Management And General | $17,612 | ManagementAndGeneralAmt |
| Fundraising | $35,319 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,071 | TotalAmt |
| Program Services | $140,071 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,204 | TotalAmt |
| Program Services | $9,726 | ProgramServicesAmt |
| Management And General | $4,152 | ManagementAndGeneralAmt |
| Fundraising | $8,326 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| bad debts | $306,682 | $306,682 | ||
| fundraising | $193,479 | $193,479 | ||
| alumni bulletin and dir | $137,868 | $137,868 | ||
| ubit tax | $80,000 | $80,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,596 | TotalAmt |
| Program Services | $120,494 | ProgramServicesAmt |
| Management And General | $15,673 | ManagementAndGeneralAmt |
| Fundraising | $31,429 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,439,847 | TotalAmt |
| Program Services | $2,903,553 | ProgramServicesAmt |
| Management And General | $402,893 | ManagementAndGeneralAmt |
| Fundraising | $1,133,401 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,028 | BOYAmt |
| EOY | $1,723,633 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $983,131 | BOYAmt |
| EOY | $2,003,754 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,617 | BOYAmt |
| EOY | $3,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,082,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,533,738 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,673,181 | BOYAmt |
| EOY | $3,548,617 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,564,628 | BOYAmt |
| EOY | $24,514,322 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,848,607 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,600 | BOYAmt |
| EOY | $68,105 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,110,185 | BOYAmt |
| EOY | $33,710,465 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,786 | BOYAmt |
| EOY | $31,477 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,660 | BOYAmt |
| EOY | $349,422 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,446 | BOYAmt |
| EOY | $380,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,095,343 | BOYAmt |
| EOY | $4,963,544 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,936,127 | BOYAmt |
| EOY | $11,975,353 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,799,269 | BOYAmt |
| EOY | $16,390,669 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,830,739 | BOYAmt |
| EOY | $33,329,566 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,110,185 | BOYAmt |
| EOY | $33,710,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,566,121 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,977,280 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$90,014 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,658,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,350,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,340,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,911,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,042,674 | CurrentTaxYearAmt |
| Total | $22,303,796 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,658,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,350,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,340,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,911,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,042,674 | CurrentTaxYearAmt |
| Total | $22,303,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $22,303,796 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $182,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $439,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $391,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $457,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $385,309 | CurrentTaxYearAmt |
| Total | $1,856,478 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,389 | CurrentTaxYearMinus2YearsAmt |
| Total | $82,983 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,815 | CurrentTaxYearAmt |
| Total | $687,947 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,931,204 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $46,277 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83300 | 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 | affinity income - 2011 Amount: $ 36,000. 2012 Amount: $ 20,000. 2013 Amount: $ 10,000. 2014 Amount: $ 10,000. 2015 Amount: $ 10,000. other income - 2011 Amount: $ 16,812. 2012 Amount: $ 14,843. 2013 Amount: $ 22,551. 2014 Amount: $ 72,894. 2015 Amount: $ 60,913. special events - 2011 Amount: $ 53,648. 2012 Amount: $ 112,489. 2013 Amount: $ 98,593. 2014 Amount: $ 22,302. 2015 Amount: $ 126,902. | 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 | $24,896,523 | BeginningYearBalanceAmt |
| Contributions | $3,705,601 | ContributionsAmt |
| Investment Earnings Or Losses | -$322,557 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,029,492 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $205,286 | AdministrativeExpensesAmt |
| End Year Balance | $25,044,789 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,351,730 | BeginningYearBalanceAmt |
| Contributions | $3,879,989 | ContributionsAmt |
| Investment Earnings Or Losses | $998,965 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,125,378 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$208,783 | AdministrativeExpensesAmt |
| End Year Balance | $24,896,523 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,583,822 | BeginningYearBalanceAmt |
| Contributions | $2,105,571 | ContributionsAmt |
| Investment Earnings Or Losses | $4,015,274 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,173,568 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$179,369 | AdministrativeExpensesAmt |
| End Year Balance | $22,351,730 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,888,267 | BeginningYearBalanceAmt |
| Contributions | $2,289,444 | ContributionsAmt |
| Investment Earnings Or Losses | $1,940,502 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,381,375 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$153,016 | AdministrativeExpensesAmt |
| End Year Balance | $17,583,822 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,250,713 | BeginningYearBalanceAmt |
| Contributions | $2,437,025 | ContributionsAmt |
| Investment Earnings Or Losses | -$441,193 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$947,726 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$264,923 | OtherExpendituresAmt |
| Administrative Expenses | -$145,629 | AdministrativeExpensesAmt |
| End Year Balance | $15,888,267 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.61900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,695,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,179,980 | DepreciationAmt |
| Book Value | $3,515,052 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,910 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,306 | DepreciationAmt |
| Book Value | $20,604 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $294,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $281,452 | DepreciationAmt |
| Book Value | $12,961 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,548,617 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | investment in hedge funds | Desc |
| Book Value | $1,848,607 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,848,607 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| annuity payments due | $194,565 |
| accrued expenses | $154,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $349,422 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,303,120 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,977,280 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $201,150 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $60,085 | OtherRevenueAmt |
| Revenue Not Reported | -$1,716,045 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,019,165 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$13,197 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$13,197 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,005,968 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,804,293 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $201,150 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $163,296 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $364,446 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,439,847 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,439,847 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Part X, Line 2: | The Association has no unrecognized tax benefits at December 31, 2015. 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 2012 through 2015 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, 2015. |
| Part XI, Line 2d - Other Adjustments: | fundraising 60,085. |
| Part XI, Line 4b - Other Adjustments: | cost of goods sold -13,197. |
| Part XII, Line 2d - Other Adjustments: | FUNDRAISING 150,099. cost of goods sold 13,197. |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS CONNECT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 route 22 | AddressLine1Txt |
| City | brewster | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone soliciation | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $284,526 | GrossReceiptsAmt |
| Retained By Contractor | $76,802 | RetainedByContractorAmt |
| Net To Organization | $207,724 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $284,526 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $76,802 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $207,724 | TotalNetToOrganizationAmt |
| Licensed States | CT | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THE OTTO GRAHAM GOLF TOURNEY | Event1Nm |
| Gross Receipts Event1 | $87,411 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,014 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $42,397 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $7,765 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $41,244 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $11,076 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $87,411 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,014 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,397 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,765 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $41,244 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,076 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $60,085 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$17,688 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United States Coast Guard Academy | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 MOHEGAN AVENUE | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 546010204 | RecipientEIN |
| Non Cash Assistance | $1,902,319 | NonCashAssistanceAmt |
| Purpose Of Grant | 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. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $436,644 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Members pay dues ($72/year) to be considered "active and be entitled to all benefits and voting privileges. |
| Form 990, Part VI, Section A, 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, Part VI, Section A, line 7b | Any changes made to the Constitution must be voted on by the membership. |
| Form 990, Part VI, Section B, line 11 | 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, Part VI, Section B, 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, Part VI, Section B, line 15 | THE COMPENSATION COMMITTEE, MADE UP OF THREE BOARD MEMBERS SURVEYED VARIOUS NON-PROFITS IN THE GEOGRAPHIC AREAS. THE PRESIDENT'S SALARY WAS DETERMINED BASED ON ANALYZING THE SALARIES OF OTHER PRESIDENTS IN VARIOUS ORGANIZATION'S. 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 DATA BASES. THE PRESIDENT'S SALARY WAS DETERMINED BY COMPARING THE SALARIES OF OTHER PRESIDENTS AND ORGANIZATION HEADS. THE PRESIDENT RECOMMENDED THE SALARIES BASED ON THE DATA GATHERED AND THE BOARD APPROVED THE SALARIES. DIRECTORS SERVE ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION. |
| Form 990, Part VI, Section C, 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 VII | THE 990 IS AMENDED TO REFLECT CHANGES TO OFFICER BENEFITS ON PART VII. |
| FORM 990, PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
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