COAST GUARD MUTUAL ASSISTANCE

EIN: 311801931 501(c)(3) Public & Societal Benefit

ARLINGTON, VA

Total Revenue
$11,413,264
Total Expenses
$6,497,807
Total Assets
$63,321,852
Net Assets
$63,081,660
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Financial Trends

Organization Details

Formation Year
1924
Legal Domicile
VA
Principal Officer
BROOKE MILLARD
Phone
7035767529
Tax Period
2025-01-01 to 2025-12-31

COAST GUARD MUTUAL ASSISTANCE INC, founded in 1924, is a community nonprofit in the Public & Societal Benefit sector that reported $3.7M in total revenue in fiscal year 2018. Revenue decreased 20% compared to the prior year. Net assets of $31.6M represent 104 months of operating reserves.

Mission

TO PROMOTE THE FINANCIAL RESILIENCE OF THE COAST GUARD COMMUNITY, SUPPORTING "SEE SCHEDULE O" MEMBERS IN NEED THROUGH GRANTS AND INTEREST-FREE LOANS.

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Trantor Score

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

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $7,558,278
Program Service Revenue $0
Investment Income $3,813,763
Other Revenue $41,223
TOTAL REVENUE $11,413,264

Expense Breakdown

Grants Paid $3,152,161
Salaries & Benefits $2,036,311
Fundraising Expenses $793,290
Program Expenses $4,873,304
Other Expenses $1,283,171
TOTAL EXPENSES $6,497,807

Year-over-Year Comparison

2025 2024 Change
Revenue $11,413,264 $5,903,134 +0.9%
Expenses $6,497,807 $6,129,162 +0.1%
Net Income $4,915,457 $-226,028 -22.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
24
Independent Members
24
Employees
29
Volunteers
813

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
7
$189,352
Total Directors
38
$189,352
Key Employees
3
$540,563
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDA L FAGAN CHAIRMAN (TERM ENDED) 1.00
Officer Director
$0 $0 $0
JOE RAYMOND PRESIDENT (TERM ENDED) 1.00
Officer Director
$0 $0 $0
JOHN C BAKER VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MIKE PHILIPPS TREASURER 1.00
Officer Director
$0 $0 $0
HEATH B JONES BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
BROOKE MILLARD CHIEF EXECUTIVE OFFICER 40.00
Officer Director
$178,850 $10,502 $189,352
EVA VAN CAMP BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
EMILY TRUDEAU BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
DARIEN MOYA BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
TAYLOR A HART BOARD MEMBER 1.00
Director
$0 $0 $0
BENJAMIN N LIND BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
PEDRO GONZALEZ SOTO BOARD MEMBER 1.00
Director
$0 $0 $0
SHANNON RECK BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
DANIEL TRIMBLE BOARD MEMBER 1.00
Director
$0 $0 $0
ANTHONY W ALGER BOARD MEMBER 1.00
Director
$0 $0 $0
MARGARET PARKER BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
LAZARO LOPEZ BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
WILLIAM P KELLY BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
VICTORIA HALE BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
LORRAINE GALVIS BOARD MEMBER 1.00
Director
$0 $0 $0
ANGELA JUDGE BOARD MEMBER 1.00
Director
$0 $0 $0
JAHMAL PEREIRA BOARD MEMBER (TERM ENDED) 1.00
Director
$0 $0 $0
SARA ELIZABETH POUNDER BOARD MEMBER 1.00
Director
$0 $0 $0
KRISTOFER S WILSON BOARD MEMBER 1.00
Director
$0 $0 $0
REBECCA JEAN LIGTENBERG BOARD MEMBER 1.00
Director
$0 $0 $0
ZEITA MERCHANT PRESIDENT 1.00
Officer Director
$0 $0 $0
CHRISTOPHER CAUBLE BOARD MEMBER 1.00
Director
$0 $0 $0
JERRY ENGELMAN BOARD MEMBER 1.00
Director
$0 $0 $0
KATHARINE ADAMS BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN LUNDY CHAIRMAN 1.00
Officer Director
$0 $0 $0
KRYSTYN PECORA BOARD MEMBER 1.00
Director
$0 $0 $0
MATTHEW BUCKMAN BOARD MEMBER 1.00
Director
$0 $0 $0
PAMELA MANNS BOARD MEMBER 1.00
Director
$0 $0 $0
PHILLIP WALDRON BOARD MEMBER 1.00
Director
$0 $0 $0
ABBIGAIL MCCRACKEN BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD BRAHM BOARD MEMBER 1.00
Director
$0 $0 $0
VALERIE RICHARDS BOARD MEMBER 1.00
Director
$0 $0 $0
ZACHARY ZUZACK BOARD MEMBER 1.00
Director
$0 $0 $0
MELLISSA BELL CHIEF FINANCIAL OFFICER 40.00
Key Emp
$164,276 $24,237 $188,513
JASON WONG CHIEF OPERATIONS OFFICER 40.00
Key Emp
$164,276 $14,686 $178,962
ALENA HOWARD CHIEF DEVELOPMENT OFFICER 40.00
Key Emp
$163,276 $9,812 $173,088
SARA L MARTIN CHIEF INFORMATION OFFICER 40.00
Highest
$159,298 $58,677 $217,975
TANYA MATHIS ACCOUNTING MANAGER 1.00
Highest
$108,897 $53,991 $162,888
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 $11,413,264 $6,497,807 $63,321,852 $4,915,457
2024 $5,903,134 $6,129,162 $55,410,830 $-226,028
2023 $9,579,148 $8,094,777 $52,893,803 $1,484,371
2022 $8,002,714 $4,888,452 $49,735,264 $3,114,262
2021 $7,292,457 $5,807,689 $53,600,951 $1,484,768
2020 $3,561,408 $7,908,598 $49,286,829 $-4,347,190
2019 $19,814,930 $4,346,645 $50,797,511 $15,468,285
2018 $3,651,539 $3,852,068 $31,744,081 $-200,529
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