2026-04-13T13:04:03-05:00 2025-12-31 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 23606 990 2025-01-01 311801931 COAST GUARD MUTUAL ASSISTANCE COAS 7035767529 1005 N GLEBE ROAD 220 ARLINGTON VA 222015792 BROOKE MILLARD CEO 7035767529 2026-04-02 1 JACOB REEVES P01875186 7578731033 2026-04-02 2025 2025-03-06 01:10:19Z BROOKE MILLARD 1005 N GLEBE ROAD 220 ARLINGTON VA 222015792 31890473 0 X WWW.MYCGMA.ORG X 1924 VA TO PROMOTE THE FINANCIAL RESILIENCE OF THE COAST GUARD COMMUNITY, SUPPORTING "SEE SCHEDULE O" MEMBERS IN NEED THROUGH GRANTS AND INTEREST-FREE LOANS. 24 24 29 813 0 0 3590770 7558278 0 0 2319700 3813763 -7336 41223 5903134 11413264 2955674 3152161 0 0 1882199 2036311 32846 26164 793290 1258443 1283171 6129162 6497807 -226028 4915457 55410830 63321852 344007 240192 55066823 63081660 DESIGNTATED BY TITLE 10 (10 U.S.C. 2566) AS THE MILITARY WELFARE SOCIETY FOR THE U.S. COAST GUARD, CGMA EMPOWERS FINANCIAL RESILIENCE FOR THE COAST GUARD COMMUNITY. THROUGH TAILORED GRANT AND INTEREST-FREE LOAN PROGRAMS, CGMA PROVIDES CRITICAL SUPPORT. 0 0 3111396 2263196 DISASTER AND EMERGENCIES - CGMA SUPPORTS UNANTICIPATED EXPENSES NOT COVERED BY INSURANCE POST-DISASTER. IN ADDITION, CGMA FUNDS EMERGENCY TRAVEL AND UNEXPECTED REPAIRS TO HOMES OR VEHICLES. CGMA COVERS LOSSES (FUNDS, PROPERTY, OR IDENTITY) AS WELL AS GAPS WHEN PAY ISSUES ARISE. CGMA SUPPORTS BILLS AND EXPENSES, PRIVATION, SUPPORT TO DOMESTIC VIOLENCE SURVIVORS, AND OTHER DIRE CIRCUMSTANCES. THESE SHORT-TERM SITUATIONS ARE OUT OF THE CONTROL OF OUR CLIENTS, POSE A SERIOUS FINANCIAL OR PERSONAL HARDSHIP, AND REQUIRE URGENT HELP. CGMA IS THE COAST GUARD'S GO-TO RESOURCE IN TIMES OF NEED. IN ADDITION TO GRANTS, CGMA DELIVERED $4,674,625 IN INTEREST-FREE LOANS, WHICH IS NOT ACCOUNTED FOR IN THIS LINE ITEM/ NOT RECOGNIZED BY THE IRS. 756088 621763 EDUCATION - CGMA FOSTERS OUR CLIENTS' LONG-TERM FINANCIAL WELL-BEING THROUGH SUPPORTING THEIR EDUCATIONAL ENDEAVORS. CGMA MAKES HIGHER EDUCATION AND CERTIFICATIONS POSSIBLE THROUGH VARIOUS INITIATIVES INCLUDING GRANTS FOR BOOKS, FEES, AND OTHER RELATED EXPENSES. CGMA PROVIDES TUTORING SERVICES, FINANCIAL COUNSELING, STAFFORD LOAN FEE REIMBURSEMENT AS WELL AS LOANS FOR EDUCATION AND PROFESSIONAL DEVELOPMENT PURSUITS. IN ADDITION TO GRANTS, CGMA DELIVERED $322,070 IN INTEREST-FREE LOANS, WHICH IS NOT ACCOUNTED FOR IN THIS LINE ITEM/ NOT RECOGNIZED BY THE IRS. 1005820 267202 FAMILY AND DAY-TO-DAY SUPPORT- CGMA RECOGNIZES THE BURDEN COASTIES FACE MOVING FREQUENTLY AND BETWEEN HIGH-COST AREAS. CGMA PROVIDES GRANTS AND INTEREST-FREE LOANS TO SUPPORT RENTAL ASSISTANCE, CLOSING COSTS, SECURITY DEPOSITS, PCS/ MOVING INCIDENTALS, ETC. CGMA SUPPORTS UNEXPECTED MEDICAL AND DENTAL EXPENSES, ELDER CARE, COSTS TO SUPPORT FAMILY MEMBERS WITH SPECIAL NEEDS, RESPITE CARE, AND FAMILY BUILDING SUPPORT. CGMA HELPS THOSE INDEBTED PAY OFF BILLS RESPONSIBLY. CGMA ALSO SUPPORTS FUNERAL COSTS AND PET EXPENSES, AMONG OTHERS. IN ADDITION TO GRANTS, CGMA DELIVERED $3,920,109 IN INTEREST-FREE LOANS, WHICH IS NOT ACCOUNTED FOR IN THIS LINE ITEM/ NOT RECOGNIZED BY THE IRS. 4873304 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 7035767529 1005 N GLEBE ROAD NO 220 ARLINGTON VA 222015792 LINDA L FAGAN CHAIRMAN (TERM ENDED) 1.00 X X 0 0 0 JOE RAYMOND PRESIDENT (TERM ENDED) 1.00 X X 0 0 0 JOHN C BAKER VICE PRESIDENT 1.00 X X 0 0 0 MIKE PHILIPPS TREASURER 1.00 X X 0 0 0 HEATH B JONES BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 BROOKE MILLARD CHIEF EXECUTIVE OFFICER 40.00 X X 178850 0 10502 EVA VAN CAMP BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 EMILY TRUDEAU BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 DARIEN MOYA BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 TAYLOR A HART BOARD MEMBER 1.00 X 0 0 0 BENJAMIN N LIND BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 PEDRO GONZALEZ SOTO BOARD MEMBER 1.00 X 0 0 0 SHANNON RECK BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 DANIEL TRIMBLE BOARD MEMBER 1.00 X 0 0 0 ANTHONY W ALGER BOARD MEMBER 1.00 X 0 0 0 MARGARET PARKER BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 LAZARO LOPEZ BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 WILLIAM P KELLY BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 VICTORIA HALE BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 LORRAINE GALVIS BOARD MEMBER 1.00 X 0 0 0 ANGELA JUDGE BOARD MEMBER 1.00 X 0 0 0 JAHMAL PEREIRA BOARD MEMBER (TERM ENDED) 1.00 X 0 0 0 SARA ELIZABETH POUNDER BOARD MEMBER 1.00 X 0 0 0 KRISTOFER S WILSON BOARD MEMBER 1.00 X 0 0 0 REBECCA JEAN LIGTENBERG BOARD MEMBER 1.00 X 0 0 0 ZEITA MERCHANT PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER CAUBLE BOARD MEMBER 1.00 X 0 0 0 JERRY ENGELMAN BOARD MEMBER 1.00 X 0 0 0 KATHARINE ADAMS BOARD MEMBER 1.00 X 0 0 0 KEVIN LUNDY CHAIRMAN 1.00 X X 0 0 0 KRYSTYN PECORA BOARD MEMBER 1.00 X 0 0 0 MATTHEW BUCKMAN BOARD MEMBER 1.00 X 0 0 0 PAMELA MANNS BOARD MEMBER 1.00 X 0 0 0 PHILLIP WALDRON BOARD MEMBER 1.00 X 0 0 0 ABBIGAIL MCCRACKEN BOARD MEMBER 1.00 X 0 0 0 RICHARD BRAHM BOARD MEMBER 1.00 X 0 0 0 VALERIE RICHARDS BOARD MEMBER 1.00 X 0 0 0 ZACHARY ZUZACK BOARD MEMBER 1.00 X 0 0 0 MELLISSA BELL CHIEF FINANCIAL OFFICER 40.00 X 164276 0 24237 JASON WONG CHIEF OPERATIONS OFFICER 40.00 X 164276 0 14686 ALENA HOWARD CHIEF DEVELOPMENT OFFICER 40.00 X 163276 0 9812 SARA L MARTIN CHIEF INFORMATION OFFICER 40.00 X 159298 0 58677 TANYA MATHIS ACCOUNTING MANAGER 1.00 X 108897 0 53991 938873 0 171905 6 0 1 0 BRIDGE BUILDER LLC 569 WASHINGTON ST WINCHESTER MA 01890 DEVELOPMENT OF SALESFORCE PROCESSES 145960 HUDSON LAKE INC 1199 N FAIRFAX ST STE 400 ALEXANDRIA VA 22314 CREATIVE SERVICES 120969 2 9514 7548764 5000 7558278 1250724 1250724 22787713 20224674 2563039 2563039 2563039 289220 9514 252535 36685 36685 OTHER MISCELLANEOUS REVENUE 900099 2519 2519 COLLECTION AGENCY REPAYMENTS 900099 2019 2019 4538 11413264 0 0 3854986 3152161 3152161 729915 417823 155764 156328 933845 534558 199282 200005 32128 18390 6856 6882 219646 125732 46872 47042 120777 69136 25774 25867 10861 10861 28349 28349 26164 26164 140243 140243 50049 35187 20327 -5465 286272 116031 5931 164310 80882 12572 38206 30104 191618 89774 65210 36634 126496 72076 27116 27304 56788 30981 8502 17305 25597 13965 3832 7800 207022 118391 43981 44650 11264 6146 1686 3432 UNCOLLECTABLE LOANS 50860 50860 OTHER EXPENSES 16172 8823 2421 4928 COLLECTIONS COMMISSION 698 698 6497807 4873304 831213 793290 610359 1518098 736293 772481 582867 3212 5820928 7076633 17960 7372 2472277 1505173 897336 967104 45169326 51409736 1575761 1567216 55410830 63321852 136237 131854 30160 207770 78178 344007 240192 X 38006099 42358789 17060724 20722871 55066823 63081660 55410830 63321852 4915457 3099380 0 X X 0 1 X 1 0 X 4402726 6439276 6325532 3590770 7558278 28316582 4402726 6439276 6325532 3590770 7558278 28316582 7649789 20666793 743462 410419 1292437 1251323 1250724 4948365 9338 26508 4718 55327 4538 100429 33365376 0.61940 0.68590 X SCHEDULE A, PART II, LINE 10 INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30255 29216 1039 2442022 1475957 966065 967104 LEASE LIABILITY 78178 78178 14669238 3099380 45000 252535 3396915 11272323 140243 698 140941 11413264 6654401 45000 252535 297535 6356866 140243 698 140941 6497807 PART V, LINE 4: DURING 2020, THE ORGANIZATION DETERMINED THAT THESE FUNDS DO NOT CONSTITUTE A TRUE ENDOWMENT. THEREFORE, THEY ARE NOT REPORTED AS ENDOWMENT FUNDS FOR 2020 AND FUTURE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 252,535. PART XI, LINE 4B - OTHER ADJUSTMENTS: COLLECTION COMMISSION 698. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 252,535. PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLECTION COMMISSION 698. X 0 STELTER 10435 NEW YORK AVE DES MOINES IA 50322 FUNDRAISING FEE 0 0 26164 -26164 26164 -26164 GOLF TOURNAMENT 213335 8235 205100 5138 1434 39170 68909 89252 SPECIAL EVENT 85399 1279 84120 556 15965 32109 298734 9514 289220 5138 1434 39726 84874 121361 252533 36687 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL FUNDRAISING FEES 1 DISASTER AND EMERGENCY GRANTS 582 2263196 EDUCATION GRANTS 1297 621763 FAMILY SUPPORT GRANTS 778 267202 PART I, LINE 2: SEE CHAPTER 3 OF THE ORGANIZATION'S MANUAL LISTED ON ITS WEBSITE: WWW.MYCGMA.ORG FOR PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. X X X 0 0 0 0 0 0 0 0 0 SARA L MARTIN CHIEF INFORMATION OFFICER 154298 0 5000 0 0 0 7715 0 50962 0 217975 0 0 0 BROOKE MILLARD CHIEF EXECUTIVE OFFICER 175000 0 3850 0 0 0 7656 0 2846 0 189352 0 0 0 MELLISSA BELL CHIEF FINANCIAL OFFICER 159276 0 5000 0 0 0 7632 0 16605 0 188513 0 0 0 JASON WONG CHIEF OPERATIONS OFFICER 159276 0 5000 0 0 0 7964 0 6722 0 178962 0 0 0 ALENA HOWARD CHIEF DEVELOPMENT OFFICER 159276 0 4000 0 0 0 7280 0 2532 0 173088 0 0 0 TANYA MATHIS ACCOUNTING MANAGER 104897 0 4000 0 0 0 2885 0 51106 0 162888 0 0 0 X ITEMS FOR GOLF TOURNAMENT -TOWELS, SWAG BAGS, COFFEE, DOOR PRIZES, ETC 1 5000 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING FOR REVIEW, ALONG WITH THE AUDITED FINANCIALS. THE BOARD IS PROVIDED THE OPPORTUNITY TO ASK THE STAFF OR TAX PREPARER ANY QUESTIONS THAT THEY MIGHT HAVE. FORM 990, PART VI, SECTION B, LINE 12C NO ONE IN THE ORGANIZATION IS ALLOWED TO ISSUE A CHECK TO SOMEONE OF THE SAME APPROVAL AUTHORITY. AN ASSISTANT REPRESENTATIVE MUST GET APPROVAL FROM A REPRESENTATIVE, A REPRESENTATIVE MUST GET APPROVAL FROM THE CEO, AND THE CEO MUST GET APPROVAL FROM THE BOARD. IF BOARD MEMBERS HAD PERSONAL KNOWLEDGE ON AN INDIVIDUAL CLIENT THAT A DECISION WAS NEEDED ON, THEY WERE ASKED TO RECUSE THEMSELVES. LIKEWISE, DURING THE ELECTION PROCESS, RECUSAL WAS NEEDED TO AVOID ANY CONFLICT. NO CONFLICTS REGARDING BOARD MEMBER FINANCIAL HOLDINGS, INVESTMENTS OR UNIT OVERSIGHT WERE NOTED NOR ACTED UPON. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD ESTABLISHES THE SALARY OF THE CEO BASED ON PERFORMANCE, EXPERIENCE LEVEL AND THE EQUIVALENT GOVERNMENT PAY GRADES, OTHER MILITARY AID SOCIETY COUNTERPARTS, AND PRIVATE SECTOR PAY LEVELS FOR THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.