2024-10-29T11:52:09-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 100 GREAT MEADOW ROAD WETHERSFIELD CT 06109 990 2023-01-01 061621858 NATIONAL COAST GUARD MUSEUM ASSOCIATION INC NATI 8604434200 78 HOWARD STREET A NEW LONDON CT 06320 CAPT WES PULVER PRESIDENT 8604434200 2024-10-29 1 1 EVA MRUK P00543254 8602571870 2024-10-29 2023 2024-10-15 13:58:12Z CAPT WES PULVER 78 HOWARD STREET A NEW LONDON CT 06320 5665444 0 X CGMUSEUMASSOCIATION.ORG X 2001 CT TO EDUCATE THE PUBLIC ABOUT THE EVOLUTION OF THE MARITIME AND MILITARY HISTORY OF THE COAST GUARD AND ITS CONTRIBUTION TO AMERICA. 10 9 17 26 33000 0 9709394 5108452 0 0 26951 64512 30000 36299 9766345 5209263 0 0 0 0 1418531 1685838 360000 125870 1574277 876721 1129247 2655252 2940955 7111093 2268308 31493874 31512198 3579148 1340068 27914726 30172130 TO EDUCATE THE PUBLIC ABOUT THE EVOLUTION OF THE MARITIME AND MILITARY HISTORY OF THE COAST GUARD AND ITS CONTRIBUTION TO AMERICA. 0 0 1085489 0 0 TO EDUCATE THE PUBLIC ABOUT THE EVOLUTION OF THE MARITIME AND MILITARY HISTORY OF THE COAST GUARD AND ITS CONTRIBUTION TO AMERICA. IN 2014 THE ASSOCIATION BEGAN THE PROCESS OF CONSTRUCTION OF THE MUSEUM AND A PEDESTRIAN BRIDGE LINKING THE MUSEUM TO LOCAL TRANSPORTATION FACILITIES. CONSTRUCTION COSTS THROUGH THE END OF 2023 TOTALED $19,023,763. 1085489 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 17 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN NC ND NH NJ NM NY OR PA RI SC TN UT VA WI WV X X X RW PULVER 8604434200 78 HOWARD STREET A NEW LONDON CT 06320 CAPT WES PULVER PRESIDENT 40.00 X X 177687 0 28053 SUSAN CURTIN CHAIR 10.00 X 0 0 0 RADM RICHARD M LARRABEE TREASURER 16.00 X X 0 0 0 CDR KEVIN HARKINS SECRETARY 16.00 X X 0 0 0 JEFF KINGSLEY DIRECTOR 4.00 X 0 0 0 STEPHEN LOVELETTE DIRECTOR 4.00 X 0 0 0 ADM JAMES M LOY DIRECTOR 16.00 X 0 0 0 MCPOCG VINCENT W PATTON DIRECTOR 4.00 X 0 0 0 MICHAEL RAUH DIRECTOR 4.00 X 0 0 0 RADM RICHARD W SCHNEIDER PHD DIRECTOR 4.00 X 0 0 0 CRAIG SCHROEDER DEVELOPMENT DIRECTOR 40.00 X 164000 0 6295 VICTOR HERNANDEZ SR MAJOR GIFTS OFFICER 40.00 X 156149 0 17008 CATHERINE JANNEY ANNUAL GIVING DIRECTOR 40.00 X 105063 0 9002 MARK WALSH CHIEF OPERATING OFFICER 40.00 X 150000 0 9065 752899 0 69423 5 0 1 0 AZ CORPORATION PO BOX 370 NORTH STONINGTON CT 06359 CONSTRUCTION 4102574 PAYETTE ASSOCIATES 290 CONGRESS STREET BOSTON MA 02210 ARCHITECTURE 836842 THE SHERIDAN PRESS PO BOX 419817 BOSTON MA 02241 PRINTING AND FULFILLMENT 250996 METCALF FACILITIES GROUP LLC 17 BEECH TREE ROAD RUMFORD RI 02916 CONSTRUCTION 203451 LEARN 44 HATCHETTS HILL ROAD OLD LYME CT 06371 CURRICULUM DEVELOPMENT 113500 5 1151881 3956571 353201 5108452 69523 69523 451170 456181 -5011 -5011 -5011 ADVERTISING 541800 33000 33000 GUARANTEED PAYMENT 900099 2835 2835 CREDIT CARD REWARDS 900099 464 464 36299 5209263 0 33000 67811 376036 102871 25717 247448 1058840 300609 99838 658393 31330 6261 1179 23890 107168 26352 5212 75604 112464 31292 8657 72515 15386 15386 31703 31703 125870 125870 664 664 131752 72996 50183 8573 10260 6685 2127 1448 271478 104772 9404 157302 69739 3558 1486 64695 60346 39111 8368 12867 57845 13607 8983 35255 5559 5559 8185 3211 995 3979 READERSHIP COSTS 352505 352505 MUSEUM/PROGRAM EXPENSES 61413 61413 SPECIAL EVENTS 29393 9142 4966 15285 REPAIRS AND MAINTENANCE 8638 6013 632 1993 14381 6504 130 7747 2940955 1085489 281189 1574277 5196343 2645439 2659123 1404104 9438792 8322821 0 11035 62941 62892 29583 30060 19062388 29141 12765 19033247 445569 0 13648758 2600 31493874 31512198 3503856 1340068 75292 0 3579148 1340068 X 22410268 24626431 5504458 5545699 27914726 30172130 31493874 31512198 X 2268308 74 5 -10983 X X 0 1 X 1 0 X 4545474 4225583 5731961 9698561 5108452 29310031 4545474 4225583 5731961 9698561 5108452 29310031 8047210 21262821 30274 25078 10729 23519 69523 159123 275 0 0 0 0 275 2000 1051 3299 6350 29475779 0.72140 0.67380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CREDIT CARD REWARDS - 2020 AMOUNT: $ 2,000. 2021 AMOUNT: $ 1,051. 2023 AMOUNT: $ 464. GUARANTEED PAYMENT - 2023 AMOUNT: $ 2,835. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38625 29141 9484 19023763 19023763 19033247 X 5209672 74 11982 12056 5197616 664 10983 11647 5209263 2952273 11982 11982 2940291 664 664 2940955 PART X, LINE 2: THE ASSOCIATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ASSOCIATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSES 10,983. X X X X X X 1 FUNDRAISER SPORTS 2700 EAST LANARK STREET BOISE ID 83642 PAVER CAMPAIGN 1 581464 18870 562594 COMMUNITY COUNSELING SERVICES PO BOX 824885 PHILADELPHIA PA 19182 CONSULTING, CONSTITUENT ANALYSIS, WEALTH SCREENING 0 392800 87000 305800 MEYER PARTNERS 8745 WEST HIGGINS ROAD SUITE 110 CHICAGO IL 60631 DIRECT MAIL FUNDRAISING 0 155588 20000 135588 1129852 125870 1003982 AL AR CA FL GA HI IL KS KY MA MD MI MN NC ND NH NJ NM NY OR PA RI SC TN UT VA WI WV SCHEDULE G, PART I, LINE 2B, COLUMN (V) MEYER PARTNERS THE AGENCY PROJECT MANAGEMENT FEE IS BILLED IN FOUR PARTS WITH $4,500 DUE AT THE BEGINNING OF SEPTEMBER, OCTOBER, NOVEMBER AND DECEMBER. POSTAGE IS DUE IN ADVANCE OF EACH MAILING. PRINT PRODUCTION COSTS ARE INVOICED UPON COMPLETION OF EACH PROJECT. X X X 0 0 0 0 0 0 0 0 0 CAPT WES PULVER PRESIDENT 177687 0 0 0 0 0 15331 0 12722 0 205740 0 0 0 VICTOR HERNANDEZ SR MAJOR GIFTS OFFICER 156149 0 0 0 0 0 4684 0 12324 0 173157 0 0 0 CRAIG SCHROEDER DEVELOPMENT DIRECTOR 164000 0 0 0 0 0 4920 0 1375 0 170295 0 0 0 MARK WALSH CHIEF OPERATING OFFICER 150000 0 0 0 0 0 4500 0 4565 0 159065 0 0 0 X 5 353201 AVG. SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE TAX PREPARER WITH THE ASSISTANCE OF MEMBERS OF THE ORGANIZATION. ONCE A DRAFT IS COMPLETED, IT IS PROVIDED TO THE PRESIDENT AND CHIEF OPERATING OFFICER FOR AN INITIAL REVIEW. ONCE AN INITIAL REVIEW IS COMPLETED, A COPY OF THE FORM 990 IS ELECTRONICALLY PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C NATIONAL COAST GUARD MUSEUM ASSOCIATION, INC. CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL DIRECTORS ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED CONFLICT OF INTEREST POLICY IS SUBMITTED TO THE BOARD WHO REVIEWS THE SIGNED ATTESTATIONS FOR POTENTIAL OR ACTUAL CONFLICTS. THE BOARD WILL DISCLOSE THE CONFLICT OF INTEREST AND HOW THE CONFLICT WAS HANDLED. THE PERSON WITH THE ACTUAL CONFLICT OF INTEREST WILL BE PROHIBITED FROM VOTING ON THE MATTER THAT GIVES RISE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE SETS AND REVIEWS THE PRESIDENT'S COMPENSATION. COMPENSATION IS BASED ON A STUDY DONE BY THE COAST GUARD ACADEMY ALUMNI ASSOCIATION. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION WITH THE ANNUAL BUDGET. THE PROCESS IS DOCUMENTED IN THE ANNUAL BUDGET APPROVAL AND LAST OCCURRED IN 2022. FORM 990, PART VI, SECTION B, LINE 15B: THE COMPENSATION COMMITTEE SETS AND REVIEWS THE COMPENSATION OF KEY EMPLOYEES. COMPENSATION IS BASED ON A STUDY DONE BY THE COAST GUARD ACADEMY ALUMNI ASSOCIATION. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION WITH THE ANNUAL BUDGET. THE PROCESS IS DOCUMENTED IN THE ANNUAL BUDGET APPROVAL AND LAST OCCURRED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSES -10,983. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT OVERSIGHT COMMITTEE WHICH IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.