2023-08-23T10:16:54-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 800340923 MARINE CORPS ASSOCIATION FOUNDATION MARI 8774696223 715 BROADWAY STREET QUANTICO VA 22134 ANGELA HILLMAN PRESIDENT & CEO 8774696223 2023-08-21 1 ANGELA HILLMAN XXX-XX-XXXX 0 ROBERT WILLIAMS P01345960 5712279500 2023-08-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLES CHIAROTTI 715 BROADWAY STREET QUANTICO VA 22134 2189974 0 X WWW.MCA-MARINES.ORG/FOUNDATION X 2009 DC PROVIDE RESOURCES & SUPPORT TO SUSTAIN AND EXPAND PROGRAMS & ACTIVITIES ESSENTIAL TO MCA'S MISSION. 20 19 0 20 0 0 1825547 1977517 26788 24261 34283 31091 0 -29343 1886618 2003526 0 0 0 0 505534 538236 78000 81000 698713 1137650 1419325 1721184 2038561 165434 -35035 1086252 977211 165997 204807 920255 772404 X TO PROVIDE RESOURCES AND SUPPORT TO SUSTAIN AND EXPAND PROGRAMS AND ACTIVITIES ESSENTIAL TO THE MARINE CORPS ASSOCIATION'S MISSION BY ENGAGING EVERYONE INSPIRED BY THE MARINE CORPS. 0 0 560173 24261 THE MARINE EXCELLENCE AWARDS PROGRAM WAS ESTABLISHED TO RECOGNIZE THE PROFESSIONAL ACHEIVEMENTS OF MARINES AND SAILORS (SERVING IN MARINE CORPS UNITS) AND TO RECOGNIZE THE HONOR GRADUATES THROUGHOUT THE MARINE CORPS OFFICER AND ENLISTED FORMAL SCHOOLS. AWARDS ARE A VALUABLE INCENTIVE AND AN APPROPRIATE MEANS OF RECOGNIZING MARINES AND SAILORS WHO EXCEL IN THEIR COMMANDS AND FORMAL SCHOOLS AND LEADERSHIP COURSES. THE MCAF IS THE LARGEST CONTRIBUTOR OF AWARDS GIVEN TO THE U.S. MARINE CORPS. EACH YEAR MCAF GIVES AWARDS TO MORE THAN 5,200 DESERVING MARINES AND SAILORS. ABOUT 90 PERCENT OF THE AWARDS GO TO ENLISTED MEN AND WOMEN. THESE ARE JUST A FEW OF THE AWARDS GIVEN TO OUTSTANDING MARINES AND SAILORS: RECRUITER OF THE YEAR, DRILL INSTRUCTOR OF THE YEAR, RECRUIT TRAINING (HONOR RECRUIT, HIGH SHOOTER AND HIGH PHYSICAL FITNESS TEST), THE BASIC SCHOOL HONOR GRAD, OFFICER CANDIDATES SCHOOL HONOR GRAD, EXPEDITIONARY WARFARE SCHOOL HONOR GRAD, STAFF NONCOMMISSIONED OFFICER ACADEMY HONOR GRAD. IN TOTAL IN 2022, THE MARINE CORPS ASSOCIATION FOUNDATION SPENT OVER $1,100,000 IN SUPPORT OF APPROXIMATELY 49,000 MARINES. THAT SUPPORT INCLUDED OVER 4,500 AWARDS RECOGNIZING THE EXCELLENT ACHIEVEMENTS OF MARINES AND THEIR EFFECTIVE WRITTEN WORK. 580953 COMMANDER'S FORUMS: THE FOUNDATION PROVIDES FUNDING TO ASSIST COMMANDERS IN DEVELOPING AND PROVIDING FORUM OPPORTUNITIES SPECIFICALLY TAILORED TO ENHANCE THEIR MARINES AND SAILORS' KNOWLEDGE OF THE OPERATIONAL MATTERS FROM A HISTORICAL, CULTURAL OR OPERATIONAL PERSPECTIVE. THE FORUMS CAN RANGE FROM PRESENTATIONS AND DISCUSSIONS WITH NOTED AUTHORS AND SCHOLARS TO A CLASSICAL BATTLE STUDY. PARTICIPATION IN THE BATTLE STUDIES WILL HELP PREPARE A UNIT FOR CURRENT OPERATIONS THROUGH THE STUDY OF MILITARY HISTORY. PARTICIPANTS IN BATTLE STUDIES MAY WALK THE GROUND WITH EXPERTS IN ORDER TO BETTER UNDERSTAND THE HISTORY AND LESSONS LEARNED FROM THESE FAMOUS BATTLES AND CAMPAIGNS. THE FUNDS PAY FOR SPEAKING FEES, HONORARIUMS, BATTLE GUIDE DIRECTORS AND OTHER COSTS THAT ARE NON-GOVERNMENTAL IN NATURE. IN ADDITION, THE MCAF ACTIVELY SEEKS TO PROVIDE RELEVANT, PROFESSIONAL MILITARY EDUCATION FOR ACTIVE-DUTY MARINES AND OPPORTUNITIES TO STAY ABREAST OF CURRENT ISSUES. THESE FORUMS FEATURE PROMINENT SPEAKERS, KEY DECISION MAKERS AND SUBJECT MATTER EXPERTS AND OFFER KEY INSIGHTS AND UNIQUE PERSPECTIVES ON CURRENT MILITARY TOPICS. EVENTS ARE HELD AT DIFFERENT LOCATIONS, ALLOWING ACTIVE-DUTY MARINES AND OUR MEMBERS NATIONWIDE THE OPPORTUNITY TO ENHANCE KNOWLEDGE OF MILITARY ART AND SCIENCE APPRECIATION OF CURRENT ISSUES. IN 2022, OVER 7,000 MARINE LEADERS (NONCOMMISSIONED OFFICERS, STAFF NONCOMMISSIONED OFFICERS, AND COMMISSIONED OFFICERS AT MULTIPLE GRADES) TOURED BATTLEFIELDS AND CONDUCTED STAFF RIDES TO LEARN THE VALUABLE LESSONS OF HISTORY THAT CAN BE APPLIED TO TODAY'S CHALLENGES. 70214 THE COMMANDERS' UNIT LIBRARY PROGRAM PROVIDES COMMANDERS WITH FUNDS TO ESTABLISH AND SUSTAIN THEIR UNIT PROFESSIONAL LIBRARY WHEN THE UTILIZATION OF APPROPRIATED FUNDS IS NOT PRACTICABLE. LIBRARIES ARE THE BEDROCK OF OUR PROFESSIONAL DEVELOPMENT EFFORT. THE PROGRAM ALLOWS COMMANDERS TO SELECT BOOKS FROM THE MARINE CORPS ASSOCIATION'S EXTENSIVE BOOK LIST AND THE COMMANDANT'S READING LIST. THE MCA BOOK LIST CONTAINS TIMELESS MILITARY CLASSICS AS WELL AS RECENT BOOKS ON EMERGING AREAS OF INTEREST IN CURRENT MILITARY OPERATIONS AND CULTURAL UNDERSTANDING. MOST UNITS RECEIVE KINDLES AS PART OF THEIR LIBRARY, WITH EACH KINDLE LOADED WITH MORE THAN 330 TITLES. THIS PROGRAM IS ADMINISTERED BASED ON THE SIZE OF THE UNIT. CURRENT PRIORITY GENERALLY GOES TO DEPLOYING ORGANIZATIONS AND MARINE UNITS IN REMOTE LOCATIONS. IN 2022, 81 MARINE CORPS UNITS (BATTALIONS, SQUADRONS, REGIMENTS, GROUPS, ETC) RECEIVED BOOKS TO ENHANCE THEIR UNIT LIBRARIES. 1211340 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 19 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY MA MD ME MI MN MO MS NH NJ NM NY OH OK OR PA RI SC TN UT VA WI WV X X ANGELA HILLMAN 7036400101 715 BROADWAY STREET QUANTICO VA 22134 LTGEN CHARLES CHIAROTTI USMC RET PRESIDENT & CEO 8.00 32.00 X X 45604 258428 14209 LTGEN JOHN TOOLAN USMC RET CHAIR OF THE BOARD 2.00 2.00 X X 0 0 0 COL TODD FORD USMC RET FINANCE COMMITTEE CHAIRMAN 2.00 2.00 X 0 0 0 JAY HOLMES BOARD MEMBER 2.00 2.00 X 0 0 0 BRYAN WOOD BOARD MEMBER 2.00 2.00 X 0 0 0 LTCOL CHRIS DAVIS USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 COL WILLIAM COSTANTINI USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 MR WILLIAM TIMOTHY EICHORN BOARD MEMBER 2.00 2.00 X 0 0 0 COL BOB LOVE USMCRRET BOARD MEMBER 2.00 2.00 X 0 0 0 MR MICHAEL MARTZ BOARD MEMBER 2.00 2.00 X 0 0 0 TIM O'HARA BOARD MEMBER 2.00 2.00 X 0 0 0 COL EMILY SWAIN USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 LTGEN MARK A BRILAKIS BOARD MEMBER 2.00 2.00 X 0 0 0 MAJGEN CRAIG CRENSHAW BOARD MEMBER 2.00 2.00 X 0 0 0 SGTMAJ KIM E DAVIS BOARD MEMBER 2.00 2.00 X 0 0 0 SGTMAJ ROBIN C FORTNER BOARD MEMBER 2.00 2.00 X 0 0 0 LTCOL WENDY GARRITY BOARD MEMBER 2.00 2.00 X 0 0 0 MAGGEN JAMES KESSLER BOARD MEMBER 2.00 2.00 X 0 0 0 SGTMAJ GARY SMITH BOARD MEMBER 2.00 2.00 X 0 0 0 LTCOL JEFF SPEIGHTS BOARD MEMBER 2.00 2.00 X 0 0 0 ANGELA HILLMAN CFO 4.00 36.00 X 12154 109384 6551 COL CHRISTOPHER WOODBRIDGE USMC RET PUBLISHER AND EDITOR OF THE MARINE CORPS GAZETTE 4.00 36.00 X 42618 127856 9620 COL MARY REINWALD USMC RET EDITOR OF LEATHERNECK MAGAZINE 2.00 38.00 X 8582 163058 9312 COL TIM MUNDY USMC RET VP OF FOUNDATION OPERATIONS 32.00 8.00 X 119352 29838 8875 LEEANN MITCHELL VP OF EVENTS OF ADVERTISING 2.00 38.00 X 15756 141802 12959 244066 830366 61526 5 0 1 0 LAUTMAN MASKA NEILL & COMPANY 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 DIRECT MAIL MARKETING 569573 1 4006 59664 1913847 1977517 MEMBERSHIP DUES 900099 24261 24261 24261 25797 25797 162399 157105 5294 5294 5294 0 59664 29343 -29343 -29343 2003526 24261 0 1748 60544 56876 1281 2387 419436 219651 73558 126227 17445 9916 2707 4822 5736 -676 2829 3583 35075 20059 5650 9366 6409 6409 81000 81000 2853 2853 53181 10932 25175 17074 1675 882 736 57 28 28 7310 7310 4187 759 3428 COMMANDERS' PROFESSIONA 525347 525347 DIRECT MAIL PRINTING AN 446564 446564 MARINE EXCELLENCE AWARD 210579 210579 COMMANDERS' UNIT LIBRAR 70214 70214 90978 86801 4177 2038561 1211340 128508 698713 226314 250799 133184 122887 46981 1485 61132 54709 23009 20016 7184 2993 611457 544338 1086252 977211 136636 183718 29361 21089 165997 204807 X 592233 474653 328022 297751 920255 772404 1086252 977211 -35035 -112816 0 X 0 1 X 1 0 X 1551088 1548818 1574890 1825547 1977517 8477860 1551088 1548818 1574890 1825547 1977517 8477860 153116 8324744 2757 11817 12185 26094 25797 78650 8556510 149510 0.97290 0.95320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23009 20016 2993 2993 X 1917200 -112816 -112816 2030016 2853 -29343 -26490 2003526 2065051 29343 29343 2035708 2853 2853 2038561 PART X, LINE 2: MARINE CORPS ASSOCIATION FOUNDATION HAS ADOPTED THE GUIDANCE ON THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAD NO IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -29,343. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 29,343. X X 1 LAUTMAN MASKA NEILL & COMPANY 1730 RHODE ISLAND AVENUE NOW SUITE WASHINGTON DC 20036 DIRECT MAIL CAMPAIGNS & APPEALS 0 946291 151407 794884 946291 151407 794884 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC NE NH NJ NM NV NY PA OH OK OR SC SD TN TX UT VA VT WA WI WV WY RI GOLF TOURNAMENT 59664 59664 26974 679 1690 59664 59664 26974 679 1690 29343 -29343 SCHEDULE G, PART I, LINE 2B, COLUMN (V) MARINE CORPS ASSOCIATION FOUNDATION (THE FOUNDATION) PAID LAUTMAN, MASKA NEILL & CO $6,750 PER MONTH FOR PROFESSIONAL FUNDRAISING SERVICES. IN 2022, TOTAL PROFESSIONAL FUNDRAISING FEES WERE $81,000. THE FOUNDATION ALSO PAID LAUTMAN, MASKA NEILL & CO FOR COPY WRITING FEES, MODELED LISTS, DATA PROCESSING AND ART. THE TOTAL EXPENSES OF PRINTING AND PAPER IN 2022 WERE $70,407. 0 0 0 0 0 0 0 0 0 LTGEN CHARLES CHIAROTTI USMC RET PRESIDENT & CEO 41552 235464 3975 22525 77 439 1875 10625 256 1453 47735 270506 0 0 COL MARY REINWALD USMC RET EDITOR OF LEATHERNECK MAGAZINE 7942 150897 615 11685 25 476 381 7232 85 1614 9048 171904 0 0 COL CHRISTOPHER WOODBRIDGE USMC RET PUBLISHER AND EDITOR OF THE MARINE C 39667 119002 2825 8475 126 379 1979 5938 426 1277 45023 135071 0 0 LEEANN MITCHELL VP OF EVENTS OF ADVERTISING 14689 132198 930 8370 137 1234 700 6300 596 5363 17052 153465 0 0 COL TIM MUNDY USMC RET VP OF FOUNDATION OPERATIONS 112333 28083 6680 1670 339 85 5606 1401 1494 374 126452 31613 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF MARINE CORPS ASSOCIATION, A RELATED ORGANIZATION, DETERMINES THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER (CEO). CEO COMPENSATION IS DETERMINED AND REVIEWED BY THE BOARD USING MARKET COMPARISONS AND INDIVIDUAL SKILLS SETS BROUGHT TO THE ORGANIZATION. THIS PROCESS WAS MOST RECENTLY FOLLOWED IN 2021. FORM 990, PART VI, SECTION A, LINE 1A THE FOUNDATION'S CEO IS NOT AN INDEPENDENT VOTING MEMBER (LINE 1B), DUE TO THE LEVEL OF HIS COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS RECEIVE THE MONTHLY PUBLICATIONS AND ARE ENTITLED TO OTHER MEMBER BENEFITS. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE BOARD. A COMMITTEE MAY RESEARCH A DECISION AND REPORT BACK TO THE BOARD FOR ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S CEO, COO, AND FINANCE COMMITTEE, COMPRISED OF BOARD MEMBERS WILL REVIEW THE DRAFT FORM 990 BEFORE IT IS FILED. THEY WILL REVIEW THE 990 INDEPENDENTLY AND RETURN ANY COMMENTS TO THE CFO. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. THE STATEMENT ASKS THE INDIVIDUALS TO LIST ANY PROFESSIONAL, BUSINESS OR VOLUNTEER POSITION THAT MIGHT GIVE RISE TO CONFLICTS WITH THEIR POSITION ON THEIR BOARD. IN ADDITION, IT ASKS FOR DISCLOSURE IN ALL INSTANCES IN WHICH THE BOARD MEMBER MAY BE A VENDOR, EMPLOYED OR CONSULTING WITH A VENDOR TO THE FOUNDATION. ANY POSSIBLE CONFLICTS THAT ARE DISCLOSED ARE REVIEWED BY COUNSEL. IN ADDITION, THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY WITHIN ITS HANDBOOK WHICH IS DISTRIBUTED TO ALL EMPLOYEES. EMPLOYEES SIGN A FORM INDICATING THAT THEY HAVE READ THE HANDBOOK. THE CONFLICT OF INTEREST POLICY IS EXPLAINED IN THE HANDBOOK WITH SPECIFIC INSTRUCTIONS ON HOW TO REPORT AN ACTUAL OR POTENTIAL CONFLICT. SUPERVISORS ARE NOTIFIED AND THE COO EVALUATES THESE REPORTS AND INSTRUCTS THE EMPLOYEES AS TO PROPER COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION FOR THE CEO USING INFORMATION SUCH AS PERFORMANCE, SALARY DATA AND EXPERIENCE. THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE CEO WHO USES SALARY DATA, EXPERIENCE AND PERFORMANCE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2021 FORM 990, PART VI, SECTION C, LINE 19 MARINE CORPS ASSOCIATION FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. MARINE CORPS ASSOCIATION 715 BROADWAY STREET QUANTICO VA 22134 540460860 TO SUPPORT THE MARINE CORPS DC 501(C)(19) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MARINE CORPS ASSOCIATION O 538236 BOOK VALUE