COAST GUARD FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COAST GUARD FOUNDATION INC (EIN 04-2899862)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-26
- IRS object ID
- 202331779349300978
- Schema version
- 2022v5.0
- 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 | 2023-06-26T15:42:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | LUDWIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M PEARSON CPA | PreparerPersonNm |
| PTIN | P02361807 | PTIN |
| Phone | 4013310500 | PhoneNum |
| Preparation | 2023-06-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $18,546,972 | 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 PARTNERS WITH THE COAST GUARD TO PROVIDE RESOURCES TO MEMBERS AND FAMILIES THAT BUILD RESILIENCE AND STRENGTHEN THE ENTIRE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,604,919 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,251,377 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,082,459 | PYInvestmentIncomeAmt |
| CY Investment Income | $865,022 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$281,364 | PYOtherRevenueAmt |
| CY Other Revenue | -$636,569 | CYOtherRevenueAmt |
| PY Total Revenue | $10,406,014 | PYTotalRevenueAmt |
| CY Total Revenue | $11,479,830 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,148,891 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,787,298 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,380,583 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,539,341 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $270,396 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $480,693 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,371,088 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,863,143 | PYOtherExpensesAmt |
| CY Other Expenses | $2,449,035 | CYOtherExpensesAmt |
| PY Total Expenses | $7,663,013 | PYTotalExpensesAmt |
| CY Total Expenses | $11,256,367 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,743,001 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $223,463 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,630,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,004,105 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $848,762 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,140,254 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,781,700 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,863,851 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COAST GUARD FOUNDATION: - SUPPORTS COAST GUARD MEMBERS THROUGH MORALE, WELLNESS AND COMMUNITY BUILDING PROJECTS, EDUCATION AND WORKFORCE DEVELOPMENT ASSISTANCE, AND RECOGNITION PROGRAMS THAT HONOR THEIR SERVICE TO AMERICA. - EMPOWERS COAST GUARD SPOUSES WITH GRANTS TO HELP THEM ACHIEVE COLLEGE DEGREES OR PROFESSIONAL CERTIFICATIONS, GIVING THEM PERSONAL FULFILLMENT AND BOOSTING THE FAMILY'S FINANCIAL STABILITY. - INVESTS IN COAST GUARD CHILDREN THROUGH SCHOLARSHIPS THAT MAKE THE DREAM OF COLLEGE A REALITY, AND COMPREHENSIVE EDUCATION SUPPORT FOR THOSE WHO HAVE LOST A COAST GUARD PARENT IN THE LINE OF DUTY DURING AN OPERATIONAL MISHAP. - ASSISTS COAST GUARD FAMILIES THROUGH TRAGEDY ASSISTANCE WHEN A COAST GUARD MEMBER IS INJURED OR DIES IN THE LINE OF DUTY OR WHEN A FAMILY MEMBER DIES, AND EMERGENCY RELIEF WHEN THEY SUFFER A SIGNIFICANT LOSS DURING A DISASTER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,722,936 | ExpenseAmt |
| Grant | $4,292,143 | GrantAmt |
| Desc | SUPPORT TO MEMBERS OF THE UNITED STATES COAST GUARD:THE COAST GUARD FOUNDATION'S SUPPORT FOR COAST GUARD MEMBERS ENHANCES THEIR MISSION READINESS AND RESILIENCE. THROUGH FITNESS AND RECREATION GEAR, AS WELL AS RESILIENCY TRAINING AND RETREATS, WE PROMOTE MORALE AND WELLNESS INITIATIVES. THE COAST GUARD FOUNDATION PROVIDES EDUCATION AND WORKFORCE DEVELOPMENT ASSISTANCE TO MEMBERS PURSUING COLLEGE DEGREES OR PROFESSIONAL CERTIFICATIONS TO BETTER PREPARE THEM FOR THEIR ASSIGNED DUTIES AND SET THEM UP FOR FUTURE SUCCESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $418,239 | ExpenseAmt |
| Grant | $167,727 | GrantAmt |
| Desc | SUPPORT TO THE CORPS OF CADETS AT THE COAST GUARD ACADEMY:THE COAST GUARD FOUNDATION SUPPORTS THE COAST GUARD'S FUTURE OFFICER CORPS THROUGH LEADERSHIP DEVELOPMENT PROGRAMS, DIVERSITY AND INCLUSION INITIATIVES, ACADEMIC ENRICHMENT, AND ATHLETICS AND CLUB ACTIVITIES AT THE COAST GUARD ACADEMY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,573,200 | ExpenseAmt |
| Grant | $1,327,428 | GrantAmt |
| Desc | SUPPORT TO COAST GUARD FAMILIES:THE COAST GUARD FOUNDATION PROVIDES GRANTS AND SCHOLARSHIPS FOR SPOUSES AND COLLEGE-AGE CHILDREN OF COAST GUARD MEMBERS. THE FOUNDATION UPGRADES THE COAST GUARD LOCATIONS AND FAMILY HOUSING AREAS WITH PROJECTS SUCH AS 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 ASSISTANCE TO THE FAMILY AND FRIENDS OF THE FALLEN. IN TIMES OF EMERGENCIES AND NATURAL DISASTERS THE FOUNDATION STEPS IN TO RELIEVE THE IMMEDIATE NEEDS OF COAST GUARD FAMILIES. 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 | $1,192,330 | 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. 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 | $1,192,330 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,906,705 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | 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 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | SUSAN LUDWIG | 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 (81 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SUSAN LUDWIG | ||||||||
| PRESIDENT | 45.00 | Yes (X) | Yes (X) | $241,415 | $0 | $21,636 | ||
| THOMAS A ALLEGRETTI | ||||||||
| CHAIRMAN | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| R CHRISTIAN JOHNSEN | ||||||||
| VICE CHAIRMAN | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHERYL D FELDER | ||||||||
| TREASURER | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DUNCAN C SMITH III | ||||||||
| SECRETARY | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK BRODSKY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NICKI M CANDIES | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH ANDERSON COGGESHALL | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLEY DIAZ | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY DUXBURY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID W GRZEBINISKI | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM JENKINS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CORRINE X KOSAR | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LEO PAUL KOULOS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STEIN KRUSE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN J MCSWEENEY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P MULDOON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS NILES | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY BRICE-O'HARA | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A O'HARE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LORETTA RIETSEMA | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH A ROOS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET C WINTERS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES S ANDRASICK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VIC ANGOCO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM ANONSEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG BOMBARD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ABBOTT BROWN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH P BUSS JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN CLAY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT COOPER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DOHERTY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDRA ANAGNOSTIS-IRONS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL JANOFF | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE KAMPSTRA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| H MERRITT LANE III | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH MASON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM MASTERS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M MATHIEU | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN B MCALLISTER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT W MONTGOMERY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN E MUECKE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC NAGEL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE NELSON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C OLSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN PARROTT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH B PHAIR | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS K RICHEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL RODEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK ROSS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY SCHOLZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN SEAMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP J SHAPIRO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C VAN SICE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL SMALLWOOD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD M SYMONS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD THORSEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BROOKS TOMBLIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER WACKER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS WETHERALD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN CAMERON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES CLAPPIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT CUTHBERTSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH DEPIETRO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY DIXON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE GRASSO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PARKER HARRISON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDRE KOSTELNIK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK MORIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY ONEGLIA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN SPANER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CLARK TODD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID VARDEMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE EVANS | ||||||||
| DIRECTOR OF FINANCE AND AC | 45.00 | Yes (X) | $147,750 | $0 | $7,290 | |||
| BRAD SISLEY | ||||||||
| SENIOR VP OF DEVELOPMENT | 45.00 | $180,723 | $0 | $20,720 | Yes (X) | |||
| RON LABREC | ||||||||
| EXTERNAL ENGAGEMENT OFFICE | 45.00 | $173,754 | $0 | $8,425 | Yes (X) | |||
| LINDA NAUGLE | ||||||||
| REGIONAL DIR OF PHILANTHRO | 45.00 | $158,397 | $0 | $11,518 | Yes (X) | |||
| MARC CREGAN | ||||||||
| REGIONAL DIR OF PHILANTHRO | 45.00 | $154,715 | $0 | $7,657 | Yes (X) | |||
| BRIAN OVERCAST | ||||||||
| REGIONAL DIR OF PHILANTHRO | 45.00 | $150,493 | $0 | $14,989 | Yes (X) | |||
| JEAN BROWN | ||||||||
| SENIOR DIRECTOR OF EVENTS | 45.00 | $105,083 | $0 | $5,586 | Yes (X) | |||
| WENDY TAYLOR EMERSON | ||||||||
| REGIONAL DIR OF PHILANTHRO | 45.00 | $153,401 | $0 | $5,671 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,465,731 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $103,492 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EMERSON EVENTS & MARKETING | |||||
| 7 BAYHILL ROAD | LEONARDO | NJ | 07737 | EVENT PLANNER | $202,537 |
| RKD GROUP | |||||
| 201 SUMMER STREET | HOLLISTON | MA | 01746 | MAIL SOLICITATIONS | $139,570 |
| DEVELOPMENT RESOURCES INC | |||||
| 24 COMMERCE ROAD | JOHNSTON | RI | 02919 | EMPLOYMENT SEARCH CO | $109,800 |
| MODAT VIDEO PRODUCTIONS | |||||
| VALLEY RD | MONTCLAIR | NJ | 07042 | VIDEO PRODUCERS | $108,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $15,132 | FederatedCampaignsAmt |
| Fundraising | $2,677,764 | FundraisingAmt |
| All Other Contributions | $8,558,481 | AllOtherContributionsAmt |
| Noncash Contributions | $349,195 | NoncashContributionsAmt |
| Total Contributions | $11,251,377 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $692,410 | TotalRevenueColumnAmt |
| Exclusion | $692,410 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,988,144 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,815,532 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $172,612 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,612 | TotalRevenueColumnAmt |
| Exclusion | $172,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $569,640 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,677,764 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,251,610 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$681,970 | TotalRevenueColumnAmt |
| Exclusion | -$681,970 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRUSTEE DUES | 900099 | $36,000 | $36,000 |
| SALE OF PROMOTIONAL ITEMS | 459420 | $9,173 | $9,173 |
| MISCELLANEOUS | 900099 | $228 | $228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,401 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,479,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,401 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $183,052 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,636,285 | TotalAmt |
| Program Services | $4,636,285 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,013 | TotalAmt |
| Program Services | $1,151,013 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,355 | TotalAmt |
| Program Services | $422,454 | ProgramServicesAmt |
| Management And General | $196,110 | ManagementAndGeneralAmt |
| Fundraising | $147,791 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,283 | TotalAmt |
| Program Services | $613,112 | ProgramServicesAmt |
| Management And General | $274,185 | ManagementAndGeneralAmt |
| Fundraising | $540,986 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,512 | TotalAmt |
| Program Services | $37,498 | ProgramServicesAmt |
| Management And General | $16,189 | ManagementAndGeneralAmt |
| Fundraising | $24,825 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,732 | TotalAmt |
| Program Services | $70,443 | ProgramServicesAmt |
| Management And General | $28,654 | ManagementAndGeneralAmt |
| Fundraising | $52,635 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,459 | TotalAmt |
| Program Services | $69,393 | ProgramServicesAmt |
| Management And General | $30,800 | ManagementAndGeneralAmt |
| Fundraising | $14,266 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,179 | TotalAmt |
| Management And General | $25,179 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,488 | TotalAmt |
| Management And General | $45,488 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,693 | TotalAmt |
| Fundraising | $480,693 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Management And General | $40,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,940 | TotalAmt |
| Program Services | $70,230 | ProgramServicesAmt |
| Management And General | $62,033 | ManagementAndGeneralAmt |
| Fundraising | $197,677 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,759 | TotalAmt |
| Program Services | $252,306 | ProgramServicesAmt |
| Fundraising | $159,453 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,197 | TotalAmt |
| Program Services | $36,522 | ProgramServicesAmt |
| Management And General | $26,002 | ManagementAndGeneralAmt |
| Fundraising | $50,673 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,203 | TotalAmt |
| Program Services | $66,352 | ProgramServicesAmt |
| Management And General | $31,506 | ManagementAndGeneralAmt |
| Fundraising | $12,345 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,843 | TotalAmt |
| Program Services | $56,075 | ProgramServicesAmt |
| Management And General | $64,519 | ManagementAndGeneralAmt |
| Fundraising | $97,249 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,800 | TotalAmt |
| Program Services | $18,510 | ProgramServicesAmt |
| Management And General | $7,892 | ManagementAndGeneralAmt |
| Fundraising | $6,398 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT MAIL SOLICITATIO | $830,758 | $327,467 | $64,160 | $439,131 |
| MISCELLANEOUS | $247,791 | $79,045 | $65,857 | $102,889 |
| DONOR CULTIVATION | $44,077 | $44,077 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,256,367 | TotalAmt |
| Program Services | $7,906,705 | ProgramServicesAmt |
| Management And General | $978,574 | ManagementAndGeneralAmt |
| Fundraising | $2,371,088 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,318,831 | BOYAmt |
| EOY | $1,158,273 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,971,738 | BOYAmt |
| EOY | $984,538 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,406 | BOYAmt |
| EOY | $1,773,842 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,930 | BOYAmt |
| EOY | $4,839 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,285 | BOYAmt |
| EOY | $31,327 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,652 | BOYAmt |
| EOY | $345,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,419,780 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $900,979 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,986 | BOYAmt |
| EOY | $518,801 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,781,634 | BOYAmt |
| EOY | $15,912,727 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $274,322 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,630,462 | BOYAmt |
| EOY | $21,004,105 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,757 | BOYAmt |
| EOY | $319,168 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,005 | BOYAmt |
| EOY | $511,845 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,309,241 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,762 | BOYAmt |
| EOY | $3,140,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,005,917 | BOYAmt |
| EOY | $3,457,671 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,775,783 | BOYAmt |
| EOY | $14,406,180 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,781,700 | BOYAmt |
| EOY | $17,863,851 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,630,462 | BOYAmt |
| EOY | $21,004,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $223,463 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,141,312 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,565,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,299,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,143,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,490,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,352,613 | CurrentTaxYearAmt |
| Total | $44,851,398 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,565,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,299,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,143,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,490,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,352,613 | CurrentTaxYearAmt |
| Total | $44,851,398 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $52,245 | SubstantialContributorsTotAmt |
| Public Support Total170 | $44,799,153 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $455,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $436,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $423,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $311,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $692,410 | CurrentTaxYearAmt |
| Total | $2,318,993 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,000 | CurrentTaxYearAmt |
| Total | $217,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,387,751 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,203 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94990 | 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 - 2018 AMOUNT: $ 39,000. 2019 AMOUNT: $ 40,500. 2020 AMOUNT: $ 37,500. 2021 AMOUNT: $ 37,500. 2022 AMOUNT: $ 36,000. MISCELLANEOUS - 2018 AMOUNT: $ -85. 2019 AMOUNT: $ 13,721. 2020 AMOUNT: $ 5,224. 2022 AMOUNT: $ 8,000. | 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 | $16,351,996 | BeginningYearBalanceAmt |
| Contributions | $835,666 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,321,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,668 | OtherExpendituresAmt |
| End Year Balance | $14,855,954 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,045,528 | BeginningYearBalanceAmt |
| Contributions | $1,775,203 | ContributionsAmt |
| Investment Earnings Or Losses | $1,291,398 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $760,133 | OtherExpendituresAmt |
| End Year Balance | $16,351,996 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,076,986 | BeginningYearBalanceAmt |
| Contributions | $1,006,305 | ContributionsAmt |
| Investment Earnings Or Losses | $1,303,216 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $340,979 | OtherExpendituresAmt |
| End Year Balance | $14,045,528 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,977,157 | BeginningYearBalanceAmt |
| Contributions | $1,172,637 | ContributionsAmt |
| Investment Earnings Or Losses | $1,939,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,012,622 | OtherExpendituresAmt |
| End Year Balance | $12,076,986 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,666,162 | BeginningYearBalanceAmt |
| Contributions | $565,857 | ContributionsAmt |
| Investment Earnings Or Losses | -$519,004 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $735,858 | OtherExpendituresAmt |
| End Year Balance | $9,977,157 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24000 | 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 | $69,569 | OtherCostOrOtherBasisAmt |
| Book Value | $69,569 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $859,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $544,595 | DepreciationAmt |
| Book Value | $314,674 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,215 | OtherCostOrOtherBasisAmt |
| Depreciation | $158,519 | DepreciationAmt |
| Book Value | $41,696 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $290,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $197,865 | DepreciationAmt |
| Book Value | $92,862 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $518,801 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT PORTION OF PLEDGE PAYABLE | $492,665 |
| LONG TERM PORTION OF PLEDGE PAYABLE | $1,816,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,309,241 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,314,007 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,141,312 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,333,519 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $681,970 | OtherRevenueAmt |
| Revenue Not Reported | -$125,823 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,439,830 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $40,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $40,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,479,830 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,231,856 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,333,519 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $681,970 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,015,489 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,216,367 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $40,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $40,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,256,367 | 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, THE VARIOUS COAST GUARD DISTRICTS AND COAST GUARD FAMILIES. 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, 2022, THERE WERE NO TAX RELATED INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 681,970. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 681,970. |
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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RKD GROUP | ||||||||
| 201 SUMMER STREET | HOLLISTON | MA | 01746 | DIGITAL AND MAIL SOLICITATIONS | 0 | $3,034,222 | $139,570 | $2,894,652 |
| SUSAN O'NEIL & ASSOCIATES | ||||||||
| 5910 GLOSTER RD | BETHESDA | MD | 20816 | SPECIAL FUNDRAISING EVENTS | 0 | $882,495 | $42,663 | $839,832 |
| THE GALA TEAM | ||||||||
| 383 N CORONA STREET 502 | DENVER | CO | 80218 | SPECIAL FUNDRAISING EVENTS | 0 | $615,719 | $36,000 | $579,719 |
| EMERSON EVENTS & MARKETING | ||||||||
| 253 8TH STREET | JERSEY CITY | NJ | 07302 | SPECIAL FUNDRAISING EVENTS | 0 | $380,500 | $202,537 | $177,963 |
| KALLANDER & ASSOCIATES | ||||||||
| 911 W 8TH AVE 101 | ANCHORAGE | AK | 99501 | SPECIAL FUNDRAISING EVENTS | 0 | $228,835 | $32,000 | $196,835 |
| DENISE HAYASHI CONSULTING LLCQ | ||||||||
| 667 PAIKAU STREET | HONOLULU | HI | 96816 | SPECIAL FUNDRAISING EVENTS | 0 | $174,340 | $27,923 | $146,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $5,316,111 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $480,693 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $4,835,418 | 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 | DC DINNER | Event1Nm |
| Gross Receipts Event1 | $882,495 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $743,430 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $139,065 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $144,006 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $71,509 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,516 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,479 | OtherDirectExpensesEvent1Amt |
| Event2 | TEXAS DINNER | Event2Nm |
| Gross Receipts Event2 | $756,893 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $644,093 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $112,800 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $39,909 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $122,141 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $23,404 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | -$25,438 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,608,016 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,290,241 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $317,775 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $186,968 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $355,471 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $161,778 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $151,867 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,247,404 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,677,764 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $569,640 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $370,883 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $549,121 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $196,698 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $134,908 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,251,610 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$681,970 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNITED STATES COAST GUARD | ||||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $61,435 | $0 | 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 | $3,139,212 | $0 | 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 | $16,300 | $0 | 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 | $164,119 | $0 | 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 | $885,619 | $0 | TO SUPPORT SHIPMATE FUNDS THROUGHOUT THE COAST GUARD |
| UNITED STATES COAST GUARD | ||||||||
| 2703 MARTIN LUTHER KING JR AVE SE | WASHINGTON | DC | 205937000 | 546010204 | UNITED STATES COAST | $5,300 | $0 | TO PROVIDE BOATER SAFETY AND RELATED EDUCATIONAL MATERIALS |
| US COAST GUARD CHIEF PETTY OFFICERS ASSOCIATION | ||||||||
| 5520 HEMPSTEAD WAY STE G | SPRINGFIELD | VA | 221514011 | 510237254 | 501 (C) (19) | $360,000 | $0 | TO PROVIDE DISASTER ASSISTANCE AND EMERGENCY RELIEF TO COASTGUARDSMEN & WOMEN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE SCHOLARSHIPS TO CHILDREN OF COAST GUARD PERSONNEL | 168 | $536,420 |
| COLLEGE SCHOLARSHIPS TO RESERVISTS AND THEIR DEPENDENTS | 8 | $8,000 |
| EDUCATION GRANTS / WORKFORCE DEVELOPMENT TO ENLISTED PERSONNEL | 394 | $273,604 |
| EDUCATION GRANTS TO SPOUSES OF COAST GUARD ENLISTED PERSONNEL | 245 | $135,877 |
| GRANTS FOR SCHOOL-AGE CHILDREN OF COAST GUARD PERSONNEL TO ATTEND SUMMER CAMPS & ENRICHMENT PROGRAMS | 229 | $101,447 |
| TRAGEDY ASSISTANCE | 67 | $67,326 |
| FALLEN HEROES SCHOLARSHIPS | 3 | $28,339 |
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, OR ACTIVE RESERVE COAST GUARD MEMBERS CAN APPLY FOR SCHOLARSHIPS BASED ON ACADEMIC ACHIEVEMENT, COMMUNITY INVOLVEMENT AND CHARACTER, WITH NEED AS A FACTOR. THE SCHOLARSHIP COMMITTE ASSEMBLES A PANEL OF VOLUNTEERS TO READ AND RANK THE APPLICATIONS ON A POINT SYSTEM. THE READING PANEL INCLUDES ACTIVE DUTY COAST GUARD MEMBERS AS WELL AS VOLUNTEERS FROM THE BOARD OF TRUSTEES. THE SCHOLARSHIP COMMITTEE HAS FINAL APPROVAL OF 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 EDUCATION AND TRAINING QUOTA MANAGEMENT COMMAND WHO ANNOUNCES THE FUNDS AVAILABILITY AND CHECKS FOR ELIGIBILITY. A LIST OF APPROVED AWARDEES IS GIVEN TO THE COAST GUARD FOUNDATION TO ADMINISTER PAYMENTS DIRECTLY TO ENLISTED MEMBERS. RECIPIENTS ALSO HAVE THE ABILITY TO SEND ACKNOWLEDGEMENT EMAILS. GRANTS TO THE COAST GUARD ARE DETERMINED BASED ON A NEEDS LIST PRESENTED TO THE COAST GUARD FOUNDATION AND 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN LUDWIG | ||||||||||||||
| PRESIDENT | $241,415 | $0 | $0 | $0 | $0 | $0 | $8,830 | $0 | $12,806 | $0 | $263,051 | $0 | $0 | $0 |
| BRAD SISLEY | ||||||||||||||
| SENIOR VP OF DEVELOPMENT | $180,723 | $0 | $0 | $0 | $0 | $0 | $7,451 | $0 | $13,269 | $0 | $201,443 | $0 | $0 | $0 |
| RON LABREC | ||||||||||||||
| EXTERNAL ENGAGEMENT OFFICE | $173,754 | $0 | $0 | $0 | $0 | $0 | $6,864 | $0 | $1,561 | $0 | $182,179 | $0 | $0 | $0 |
| LINDA NAUGLE | ||||||||||||||
| REGIONAL DIR OF PHILANTHRO | $158,397 | $0 | $0 | $0 | $0 | $0 | $6,556 | $0 | $4,962 | $0 | $169,915 | $0 | $0 | $0 |
| BRIAN OVERCAST | ||||||||||||||
| REGIONAL DIR OF PHILANTHRO | $150,493 | $0 | $0 | $0 | $0 | $0 | $6,456 | $0 | $8,533 | $0 | $165,482 | $0 | $0 | $0 |
| MARC CREGAN | ||||||||||||||
| REGIONAL DIR OF PHILANTHRO | $154,715 | $0 | $0 | $0 | $0 | $0 | $6,119 | $0 | $1,538 | $0 | $162,372 | $0 | $0 | $0 |
| WENDY TAYLOR EMERSON | ||||||||||||||
| REGIONAL DIR OF PHILANTHRO | $153,401 | $0 | $0 | $0 | $0 | $0 | $4,662 | $0 | $1,009 | $0 | $159,072 | $0 | $0 | $0 |
| NICOLE EVANS | ||||||||||||||
| DIRECTOR OF FINANCE AND AC | $147,750 | $0 | $0 | $0 | $0 | $0 | $5,824 | $0 | $1,466 | $0 | $155,040 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $251,830 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | CONSUMER GOODS | Desc |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $97,365 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
| 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 (5 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 TRUSTEES MUST DISCLOSE WHETHER THEY ARE RELATED OR NON-RELATED PARTIES AND IF SO, TO DISCLOSE THE RELATIONSHIP. THEY MUST ALSO DISCLOSE ANY CONFLICTS OF INTEREST. RESPONSES ARE SIGNED BY THE TRUSTEES 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 RESOURCES COMMITTEE OF THE BOARD OF 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 | AUDITED FINANCIAL STATEMENTS, TAX RETURNS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |