Navy Marine Coast Guard Residence Foundation (EIN 273032859) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Phone

7035385441

Tax Period

2025-01-01 to 2025-12-31

NAVY MARINE COAST GUARD RESIDENCE FOUNDATION, founded in 2010, is a mid-sized nonprofit in the Human Services sector that reported $30.4M in total revenue in fiscal year 2018.

Mission

NMCGRF SUPPORTS THE RESIDENTS OF VINSON HALL RETIREMENT COMMUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $6,504,243

Program Service Revenue $33,938,443

Investment Income $1,971,309

Other Revenue $2,266,030

TOTAL REVENUE $44,680,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,270,094

Fundraising Expenses $218,920

Program Expenses $33,284,599

Other Expenses $20,146,382

TOTAL EXPENSES $40,416,476

Year-over-Year Comparison

	2025	2024	Change
Revenue	$44,680,025	$38,152,915	+0.2%
Expenses	$40,416,476	$40,854,372	0.0%
Net Income	$4,263,549	$-2,701,457	-2.6%

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

379

Volunteers

N/A

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

$852,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAPT W Scott Slocum USN Ret	Treasurer	2.0	Officer Director	$0	$0	$0
RADM Allie Coetzee Leslie USN Ret	Vice Chair	2.0	Officer Director	$0	$0	$0
RADM Sandy Daniels USN Ret	Secretary	2.0	Officer Director	$0	$0	$0
RDML Cindy Dullea NC USN Ret	Chair	2.0	Officer Director	$0	$0	$0
CAPT James A Carman USN Ret	Board Member	1.0	Director	$0	$0	$0
CAPT Sushil K Jain MC USN Ret	Board Member	1.0	Director	$0	$0	$0
CAPT Tammy Tideswell USN Ret	Board Member	1.0	Director	$0	$0	$0
Daniel DuVal Esq	Board Member	1.0	Director	$0	$0	$0
RADM Bill Morris SC USN Ret	Board Member	1.0	Director	$0	$0	$0
RADM Pat Dawson USN Ret	Board Member	1.0	Director	$0	$0	$0
RDML Annie B Andrews USN Ret	Board Member	1.0	Director	$0	$0	$0
RDML Michael J Browne USN Ret	Board Member	1.0	Director	$0	$0	$0
Richard Rip Sullivan Esq	Board Member	1.0	Director	$0	$0	$0
CHARLES WARNER	CEO/EXECUTIVE DIRECTOR (TERMINATED 4/30/25)	40.0	Officer	$170,202	$10,632	$180,834
RICHARD MAZZA	CHIEF FINANCIAL OFFICER	40.0	Officer	$315,054	$47,656	$362,710
ROBERT ROE	CEO/EXECUTIVE DIRECTOR	40.0	Officer	$294,272	$15,134	$309,406
ANALISSE VASQUEZ SOTO	SENIOR DIRECTOR OF EXTENDED CARE & RESIDENT SERVICES	40.0	Highest	$168,750	$17,943	$186,693
MICHELLE VAUGHEN	SENIOR DIRECTOR OF PHILANTHROPY AND ENGAGEMENT	40.0	Highest	$166,940	$35,106	$202,046
STEPHANIE LAWRENCE	SENIOR DIRECTOR OF MARKETING	40.0	Highest	$197,070	$5,138	$202,208
THERESA MORGAN	SENIOR DIRECTOR OF CLINICAL OPERATIONS	40.0	Highest	$175,705	$21,369	$197,074
WINOKA CLEMENTS	SENIOR DIRECTOR OF HUMAN RESOURCES (TERMINATED 11/12/25)	40.0	Highest	$227,962	$18,538	$246,500

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
2025	$44,680,025	$40,416,476	$188,462,460	$4,263,549
2024	$38,152,915	$40,854,372	$172,106,578	$-2,701,457
2023	$36,242,523	$41,503,792	$163,333,250	$-5,261,269
2022	$40,110,834	$37,521,860	$159,479,204	$2,588,974
2021	$36,329,894	$35,520,400	$169,576,374	$809,494
2020	$34,916,149	$35,457,833	$171,888,221	$-541,684
2019	$31,074,491	$32,500,509	$173,877,179	$-1,426,018
2018	$30,378,687	$31,419,794	$166,798,177	$-1,041,107

Navy Marine Coast Guard Residence Foundation