2016-09-02T09:22:18-05:00 2015-12-31 221478099 COHNREZNICK LLP 350 Church Street 12th floor Hartford CT 06103 990 2015-01-01 061354978 US COAST GUARD ACADEMY ALUMNI ASSOCIATION INC UNIT 8604422683 47 MOHEGAN AVENUE NEW LONDON CT 06320 ANDREA MARCILLE president 8604422683 2016-08-17 1 PATRICIA MCGOWAN P00184514 9592007000 2015 2016-12-15 16:53:06Z X Andrea Marcille 47 MOHEGAN AVENUE NEW LONDON CT 06320 13115164 0 X www.cgaalumni.org X 1992 CT 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. 16 16 15 0 0 0 5911000 6042674 0 0 2483153 1822339 1801 140955 8395954 8005968 1705829 1902319 0 0 919302 1024718 76915 76802 1133401 1138370 1436008 3840416 4439847 4555538 3566121 32110185 33710465 279446 380899 31830739 33329566 X 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. 0 0 1902319 1902319 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. 828808 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. 34558 9150 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. 137868 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. 137868 2903553 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X andrea marcille 8604422683 47 MOHEGAN AVENUE NEW LONDON CT 06320 X CAPT Domenico Dilulio director 1.00 X 0 0 0 CAPT JEFFREY D HARTMAN director 1.00 X 0 0 0 CAPT JOSePH D PHILLIPS director 1.00 X 0 0 0 CAPT JOHN C MAXHAM director/ Chairman 1.00 X X 0 0 0 CAPT ROBERT E MCKENNA director/ treasurer 1.00 X X 0 0 0 CAPT SEAN R MURTAGH director 1.00 X 0 0 0 CDR CLAYTON L DIAMOND Director 1.00 X 0 0 0 CDR EVA VAN CAMP Director 1.00 X 0 0 0 LCDR ANDREA J PARKER Director/ secretary 1.00 X X 0 0 0 LCDR CHRISTIAN E SOTO director/ vice chairman 1.00 X X 0 0 0 LCDR SARA E DILUNA Director 1.00 X 0 0 0 LT Ginny R Nadolny director 1.00 X 0 0 0 LT KEITH A BLEVINS director 1.00 X 0 0 0 Mr Ian M MacGregor director 1.00 X 0 0 0 MR WILLIAM H THOMPSON Director 1.00 X 0 0 0 RADM Douglas H Teeson director 1.00 X 0 0 0 ANDREA MARCILLE PRESIDENT 40.00 X 137043 0 12500 DAVID OBEDZINSKI VICE PRESIDENT, DEVELOPMENT 40.00 X 119846 0 12500 256889 0 25000 2 0 0 0 THAD W ALLEN 115 KINGSLEY ROAD SE VIENNA VA 22180 Institute for Leadership Chair Pay 141666 IRA H MARTIN POBOX 115 NEWFIELDS NH 03856 Institute for Leadership Visiting Schola 133725 2 591191 45014 5406469 436644 6042674 378037 378037 7272 0 7272 7272 7272 6470978 9238 5025745 10169 1445233 -931 1444302 1444302 42397 45014 60085 -17688 -17688 9150 13197 -4047 -4047 SPECIAL EVENTS 900099 84505 84505 misc income 900099 52283 52283 AFFINITY INCOME 900099 10000 10000 8630 8630 155418 8005968 -4047 0 1967341 1902319 1902319 152500 66795 28517 57188 690737 302542 129168 259027 39459 17283 7379 14797 73508 32197 13746 27565 68514 30009 12812 25693 49862 49862 76802 76802 8914 8914 142981 62626 26737 53618 92166 40369 17235 34562 94185 41254 17612 35319 140071 140071 22204 9726 4152 8326 bad debts 306682 306682 fundraising 193479 193479 alumni bulletin and dir 137868 137868 ubit tax 80000 80000 167596 120494 15673 31429 4439847 2903553 402893 1133401 713028 1723633 983131 2003754 12617 3427 5082355 1533738 3673181 3548617 26564628 24514322 1848607 163600 68105 32110185 33710465 18786 31477 260660 349422 279446 380899 X 5095343 4963544 10936127 11975353 15799269 16390669 31830739 33329566 32110185 33710465 3566121 -1977280 -90014 0 X X 0 1 X 1 0 X 3658225 3350995 3340902 5911000 6042674 22303796 3658225 3350995 3340902 5911000 6042674 22303796 22303796 182217 439795 391608 457549 385309 1856478 14264 14330 54389 82983 106460 147332 131144 105196 197815 687947 24931204 46277 0.89460 0.83300 X Schedule A, Part II, Line 10, Explanation of Other Income: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24896523 3705601 -322557 3029492 205286 25044789 22351730 3879989 998965 -2125378 -208783 24896523 17583822 2105571 4015274 -1173568 -179369 22351730 15888267 2289444 1940502 -2381375 -153016 17583822 15250713 2437025 -441193 -947726 -264923 -145629 15888267 0.01900 0.36200 0.61900 1 0 4695032 1179980 3515052 92910 72306 20604 294413 281452 12961 3548617 investment in hedge funds 1848607 F 1848607 annuity payments due 194565 accrued expenses 154857 349422 X 6303120 -1977280 201150 60085 -1716045 8019165 -13197 -13197 8005968 4804293 201150 163296 364446 4439847 0 4439847 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. X X X X X 1 HARRIS CONNECT LLC 1511 route 22 brewster NY 10509 Phone soliciation 0 284526 76802 207724 284526 76802 207724 CT THE OTTO GRAHAM GOLF TOURNEY 87411 45014 42397 0 7765 41244 11076 87411 45014 42397 7765 41244 11076 60085 -17688 0 United States Coast Guard Academy 33 MOHEGAN AVENUE NEW LONDON CT 06320 546010204 1902319 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. 1 X X X X 0 0 0 0 0 0 0 0 0 X 14 436644 FMV 0 0 0 Part I, Column (b): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. 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.