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, founded in 1924, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $11.4M in total revenue in fiscal year 2025. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.9M, a strong 43% operating margin.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $3,111,396

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...

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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.

Program 2
Expenses: $756,088

EDUCATION - CGMA FOSTERS OUR CLIENTS' LONG-TERM FINANCIAL WELL-BEING THROUGH SUPPORTING THEIR EDUCATIONAL ENDEAVORS. CGMA MAKES HIGHER EDUCATION AND CERTIFICATIONS POSSIBLE THROUGH VARIOUS...

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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.

Program 3
Expenses: $1,005,820

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...

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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.

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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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