COAST GUARD AUXILIARY ASSOCIATION INC (EIN 526056326) - 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

1957

Legal Domicile

Principal Officer

DALE E FAJARDO

Phone

6188235009

Tax Period

2023-11-01 to 2024-10-31

COAST GUARD AUXILIARY ASSOCIATION INC, founded in 1957, is a community nonprofit in the Public & Societal Benefit sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 257% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 75% operating margin.

Mission

SUPPORTING THE U.S. COAST GUARD AUXILIARY AND BOATING SAFETY AWARENESS

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,577,228

Program Service Revenue $60,021

Investment Income $128,581

Other Revenue $108,101

TOTAL REVENUE $3,873,931

Expense Breakdown

Grants Paid $141,922

Salaries & Benefits $113,840

Fundraising Expenses $5,209

Program Expenses $756,290

Other Expenses $701,348

TOTAL EXPENSES $957,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,873,931	$1,086,070	+2.6%
Expenses	$957,110	$988,653	0.0%
Net Income	$2,916,821	$97,417	+28.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALE E FAJARDO	PRESIDENT & CEO/DIRECTOR	10.00	Officer Director	$0	$0	$0
GUS FORMATO	CHAIRMAN/DIRECTOR (THRU 09/24)	5.00	Officer Director	$0	$0	$0
MARY KIRKWOOD	CHAIRMAN/DIRECTOR	5.00	Officer Director	$0	$0	$0
DAVID BARBER	CFO/DIRECTOR	10.00	Officer Director	$0	$0	$0
STANLEY FELDMAN	TREASURER & COO/DIRECTOR	10.00	Officer Director	$0	$0	$0
STEVE BUSTIN	DIRECTOR	2.00	Director	$0	$0	$0
TERRY CROSS	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS EDMONSTON	DIRECTOR	2.00	Director	$0	$0	$0
LARRY L KING	DIRECTOR	2.00	Director	$0	$0	$0
JAMES LOSI	DIRECTOR	2.00	Director	$0	$0	$0
ALEX MALEWSKI	DIRECTOR	2.00	Director	$0	$0	$0
VINCENT T PICA	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL J PAISLEY	SECRETARY/GENERAL COUNSEL	10.00	Officer	$0	$0	$0
JEFFREY GEDDES	CIO (THRU 01/24)	10.00	Officer	$0	$0	$0
RON BLAISDELL	CHIEF INFORMATION OFFICER	10.00	Officer	$0	$0	$0
LOUIS J DIGIUSTO III	CHIEF MARKETING OFFICER (THRU 01/24)	10.00	Officer	$0	$0	$0
RICK CORRALES	CHIEF MARKETING OFFICER	10.00	Officer	$0	$0	$0
SUZANNE HEMANN	CHIEF DEV. OFFICER (THRU 01/24)	10.00	Officer	$0	$0	$0
ANNE BRENGLE	CHIEF DEVELOPMENT OFFICER	10.00	Officer	$0	$0	$0
STEVE STRANEVA	VP, FINANCIAL AFFAIRS (THRU 01/24)	10.00	Officer	$0	$0	$0
DONNA MILLER	VICE PRESIDENT, FINANCIAL AFFAIRS	10.00	Officer	$0	$0	$0

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	$3,873,931	$957,110	$5,613,259	$2,916,821
2023	$1,086,070	$988,653	$2,664,646	$97,417
2022	$820,036	$901,098	$2,599,182	$-81,062
2021	$808,253	$433,585	$2,873,026	$374,668
2020	$917,121	$655,536	$2,377,371	$261,585
2019	$978,441	$913,056	$2,104,576	$65,385
2018	$1,018,577	$955,560	$2,004,738	$63,017

COAST GUARD AUXILIARY ASSOCIATION INC