COAST GUARD FOUNDATION INC (EIN 042899862) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

SUSAN LUDWIG

Phone

8605350786

Tax Period

2024-01-01 to 2024-12-31

COAST GUARD FOUNDATION INC, founded in 1986, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $12.5M in total revenue in fiscal year 2024.

Mission

THE COAST GUARD FOUNDATION SUPPORTS COAST GUARD MEMBERS AND THEIR FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,571,927

Program Service Revenue $0

Investment Income $1,356,884

Other Revenue $-442,108

TOTAL REVENUE $12,486,703

Expense Breakdown

Grants Paid $5,283,821

Salaries & Benefits $3,470,746

Fundraising Expenses $3,144,670

Program Expenses $8,109,091

Other Expenses $3,007,627

TOTAL EXPENSES $12,481,569

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,486,703	$11,780,701	+0.1%
Expenses	$12,481,569	$10,812,171	+0.2%
Net Income	$5,134	$968,530	-1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

170

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$379,305

Total Directors

$379,305

Key Employees

$426,540

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN LUDWIG	PRESIDENT	45.00	Officer Director	$350,265	$29,040	$379,305
THOMAS A ALLEGRETTI	CHAIRMAN	20.00	Officer Director	$0	$0	$0
R CHRISTIAN JOHNSEN	VICE CHAIRMAN	15.00	Officer Director	$0	$0	$0
CHERYL D FELDER	TREASURER	15.00	Officer Director	$0	$0	$0
DUNCAN C SMITH III	SECRETARY	15.00	Officer Director	$0	$0	$0
ALEXANDRA ANAGNOSTIS-IRONS	DIRECTOR	5.00	Director	$0	$0	$0
SALLY BRICE-O'HARA	DIRECTOR	5.00	Director	$0	$0	$0
FREDERICK BRODSKY	DIRECTOR	5.00	Director	$0	$0	$0
ABBOTT BROWN	DIRECTOR	5.00	Director	$0	$0	$0
NICKI M CANDIES	DIRECTOR	5.00	Director	$0	$0	$0
CHARLEY DIAZ	DIRECTOR	5.00	Director	$0	$0	$0
JEANNE GRASSO	DIRECTOR	5.00	Director	$0	$0	$0
DAVID W GRZEBINISKI	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM JENKINS	DIRECTOR	5.00	Director	$0	$0	$0
LEO PAUL KOULOS	DIRECTOR	5.00	Director	$0	$0	$0
H MERRITT LANE III	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT W MONTGOMERY	DIRECTOR	5.00	Director	$0	$0	$0
JAMES P MULDOON	DIRECTOR	5.00	Director	$0	$0	$0
ERIC NAGEL	DIRECTOR	5.00	Director	$0	$0	$0
JULIE NELSON	DIRECTOR	5.00	Director	$0	$0	$0
THOMAS NILES	DIRECTOR	5.00	Director	$0	$0	$0
JAMES A O'HARE	DIRECTOR	5.00	Director	$0	$0	$0
JOSEPH B PHAIR	DIRECTOR	5.00	Director	$0	$0	$0
LORETTA RIETSEMA	DIRECTOR	5.00	Director	$0	$0	$0
JUDITH A ROOS	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD M SYMONS	DIRECTOR	5.00	Director	$0	$0	$0
ROGER WACKER	DIRECTOR	5.00	Director	$0	$0	$0
THOMAS WETHERALD	DIRECTOR	5.00	Director	$0	$0	$0
MARGARET C WINTERS	DIRECTOR	5.00	Director	$0	$0	$0
JERIMIAH ANA	TRUSTEE	2.00	Director	$0	$0	$0
JAMES S ANDRASICK	TRUSTEE	2.00	Director	$0	$0	$0
VIC ANGOCO	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM ANONSEN	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES BOWEN	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH P BUSS JR	TRUSTEE	2.00	Director	$0	$0	$0
JOHN CAMERON	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER CHANDOR	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT COOPER	TRUSTEE	2.00	Director	$0	$0	$0
NARESH COPELAND	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT CUTHBERTSON	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY DIXON	TRUSTEE	2.00	Director	$0	$0	$0
LAVELLE EDMONDSON	TRUSTEE	2.00	Director	$0	$0	$0
JONATHON FISCHER	TRUSTEE	2.00	Director	$0	$0	$0
PARKER HARRISON	TRUSTEE	2.00	Director	$0	$0	$0
WM DAVID HOUGHTON	TRUSTEE	2.00	Director	$0	$0	$0
AMR HUSSEIN	TRUSTEE	2.00	Director	$0	$0	$0
STEVE JOWETT	TRUSTEE	2.00	Director	$0	$0	$0
GEORGE KAMPSTRA	TRUSTEE	2.00	Director	$0	$0	$0
CORRINE X KOSAR	TRUSTEE	2.00	Director	$0	$0	$0
VERA LANNEK	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTIAN LEE	TRUSTEE	2.00	Director	$0	$0	$0
JIM LINKOUS	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL LODGE	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL MACDONALD	TRUSTEE	2.00	Director	$0	$0	$0
LINDSAY MALEN-HABIB	TRUSTEE	2.00	Director	$0	$0	$0
BETH MASON	TRUSTEE	2.00	Director	$0	$0	$0
JAMES M MATHIEU	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN B MCALLISTER	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN E MUECKE	TRUSTEE	2.00	Director	$0	$0	$0
JAMES C OLSON	TRUSTEE	2.00	Director	$0	$0	$0
RAY ONEGLIA	TRUSTEE	2.00	Director	$0	$0	$0
JOHN PARROTT	TRUSTEE	2.00	Director	$0	$0	$0
KYRA PHILLIPS	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS K RICHEY	TRUSTEE	2.00	Director	$0	$0	$0
AUGUSTINE RIETSEMA	TRUSTEE	2.00	Director	$0	$0	$0
J TIMOTHY RIKER	TRUSTEE	2.00	Director	$0	$0	$0
PAUL J RODEN	TRUSTEE	2.00	Director	$0	$0	$0
LUIS ROMERO	TRUSTEE	2.00	Director	$0	$0	$0
LARRY RYDER	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY SCHOLZ	TRUSTEE	2.00	Director	$0	$0	$0
JOHN SEAMAN	TRUSTEE	2.00	Director	$0	$0	$0
PHILIP J SHAPIRO	TRUSTEE	2.00	Director	$0	$0	$0
DANIEL SMALLWOOD	TRUSTEE	2.00	Director	$0	$0	$0
JONATHAN SPANER	TRUSTEE	2.00	Director	$0	$0	$0
CLARK TODD	TRUSTEE	2.00	Director	$0	$0	$0
TIM VAN OPPEN	TRUSTEE	2.00	Director	$0	$0	$0
AMY VANDERHADEN	TRUSTEE	2.00	Director	$0	$0	$0
DAVID VARDEMAN	TRUSTEE	2.00	Director	$0	$0	$0
JESSE WILSON	TRUSTEE	2.00	Director	$0	$0	$0
GRACIELLA YOKANA	TRUSTEE	2.00	Director	$0	$0	$0
BRAD SISLEY	CHIEF DEVELOPMENT OFFICER	45.00	Key Emp	$194,846	$30,602	$225,448
RON LABREC	CHIEF MARKETING OFFICER	45.00	Key Emp	$191,042	$10,050	$201,092
LINDA NAUGLE	REGIONAL DIR OF PHILANTHRO	45.00	Highest	$176,033	$18,033	$194,066
BRIAN OVERCAST	REGIONAL DIR OF PHILANTHRO	45.00	Highest	$171,446	$24,546	$195,992
MARC CREGAN	REGIONAL DIR OF PHILANTHRO	45.00	Highest	$165,969	$7,154	$173,123
JESSICA CLARY	REGIONAL DIR OF PHILANTHRO	45.00	Highest	$147,966	$16,942	$164,908
CRYSTAL SABOL	REGIONAL DIR OF PHILANTHRO	45.00	Highest	$133,563	$16,084	$149,647

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$12,486,703	$12,481,569	$25,557,893	$5,134
2024	$12,486,703	$12,481,569	$25,557,893	$5,134
2023	$11,780,701	$10,812,171	$23,347,944	$968,530
2022	$11,479,830	$11,256,367	$21,004,105	$223,463
2021	$10,406,014	$7,663,013	$21,630,462	$2,743,001
2020	$7,507,553	$6,612,860	$18,378,114	$894,693
2019	$9,664,314	$8,037,954	$16,769,871	$1,626,360
2018	$7,995,613	$7,112,868	$13,386,488	$882,745
2017	$8,795,981	$6,525,302	$13,737,949	$2,270,679
2016	$7,397,314	$7,189,572	$10,261,283	$207,742

COAST GUARD FOUNDATION INC