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Nonprofiteer
← MARINE CORPS ASSOCIATION FOUNDATION

Form 990 for tax year 2022

Filed by MARINE CORPS ASSOCIATION FOUNDATION.

Totals

Total revenue
$2,003,526
Total expenses
$2,038,561
Contributions and grants received
$1,977,517
Grants paid
$0
Program service revenue
$24,261
Investment income
$31,091
Other revenue
-$29,343
Total assets, end of year
$977,211
Total liabilities, end of year
$204,807
Net assets or fund balances, end of year
$772,404
Program services expenses (Part IX)
$1,211,340
Management and general expenses
$128,508
Fundraising expenses
$698,713
Program service expenses (Part III)
$1,211,340

Program services were 59.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $4,006

  • 1c · Fundraising events

    $59,664

  • 1f · All other contributions, gifts and grants

    $1,913,847

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $24,261 · related or exempt $24,261

  • 3 · Investment income

    total $25,797 · excluded $25,797

  • 7a · Gross sales of assets other than inventory

    securities $162,399

  • 7b · Less cost or other basis and sales expenses

    securities $157,105

  • 7c · Gain or loss

    securities $5,294

  • 7d · Net gain or loss

    total $5,294 · excluded $5,294

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $59,664

  • 8b · Fundraising events: direct expenses

    $29,343

  • 8c · Net income from fundraising events

    total -$29,343 · excluded -$29,343

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $60,544 · program services $56,876 · management and general $1,281 · fundraising $2,387

  • 7 · Other salaries and wages

    total $419,436 · program services $219,651 · management and general $73,558 · fundraising $126,227

  • 8 · Pension plan contributions

    total $17,445 · program services $9,916 · management and general $2,707 · fundraising $4,822

  • 9 · Other employee benefits

    total $5,736 · program services -$676 · management and general $2,829 · fundraising $3,583

  • 10 · Payroll taxes

    total $35,075 · program services $20,059 · management and general $5,650 · fundraising $9,366

  • 11c · Fees: accounting

    total $6,409 · management and general $6,409

  • 11e · Fees: professional fundraising services

    total $81,000 · fundraising $81,000

  • 11f · Fees: investment management

    total $2,853 · management and general $2,853

  • 13 · Office expenses

    total $53,181 · program services $10,932 · management and general $25,175 · fundraising $17,074

  • 16 · Occupancy

    total $1,675 · program services $882 · management and general $736 · fundraising $57

  • 17 · Travel

    total $28 · fundraising $28

  • 19 · Conferences, conventions and meetings

    total $7,310 · management and general $7,310

  • 22 · Depreciation, depletion and amortization

    total $4,187 · program services $759 · fundraising $3,428

  • 24a · Other expenses: COMMANDERS' PROFESSIONA

    total $525,347 · program services $525,347

  • 24b · Other expenses: DIRECT MAIL PRINTING AN

    total $446,564 · fundraising $446,564

  • 24c · Other expenses: MARINE EXCELLENCE AWARD

    total $210,579 · program services $210,579

  • 24d · Other expenses: COMMANDERS' UNIT LIBRAR

    total $70,214 · program services $70,214

  • 24e · All other expenses

    total $90,978 · program services $86,801 · fundraising $4,177

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $226,314 · end of year $250,799

  • 2 · Savings and temporary cash investments

    beginning of year $133,184 · end of year $122,887

  • 4 · Accounts receivable

    beginning of year $46,981 · end of year $1,485

  • 9 · Prepaid expenses and deferred charges

    beginning of year $61,132 · end of year $54,709

  • 10a · Land, buildings and equipment: cost or other basis

    $23,009

  • 10b · Land, buildings and equipment: accumulated depreciation

    $20,016

  • 10c · Land, buildings and equipment, net

    beginning of year $7,184 · end of year $2,993

  • 11 · Investments: publicly traded securities

    beginning of year $611,457 · end of year $544,338

  • 17 · Accounts payable and accrued expenses

    beginning of year $136,636 · end of year $183,718

  • 19 · Deferred revenue

    beginning of year $29,361 · end of year $21,089

  • 27 · Net assets without donor restrictions

    beginning of year $592,233 · end of year $474,653

  • 28 · Net assets with donor restrictions

    beginning of year $328,022 · end of year $297,751

Mission and programs · 2022

Mission

TO PROVIDE RESOURCES AND SUPPORT TO SUSTAIN AND EXPAND PROGRAMS AND ACTIVITIES ESSENTIAL TO THE MARINE CORPS ASSOCIATION'S MISSION BY ENGAGING EVERYONE INSPIRED BY THE MARINE CORPS.

Activities or mission (Part I)

PROVIDE RESOURCES & SUPPORT TO SUSTAIN AND EXPAND PROGRAMS & ACTIVITIES ESSENTIAL TO MCA'S MISSION.

  • THE MARINE EXCELLENCE AWARDS PROGRAM WAS ESTABLISHED TO RECOGNIZE THE PROFESSIONAL ACHEIVEMENTS OF MARINES AND SAILORS (SERVING IN MARINE CORPS UNITS) AND TO RECOGNIZE THE HONOR GRADUATES THROUGHOUT THE MARINE CORPS OFFICER AND ENLISTED FORMAL SCHOOLS. AWARDS ARE A VALUABLE INCENTIVE AND AN APPROPRIATE MEANS OF RECOGNIZING MARINES AND SAILORS WHO EXCEL IN THEIR COMMANDS AND FORMAL SCHOOLS AND LEADERSHIP COURSES. THE MCAF IS THE LARGEST CONTRIBUTOR OF AWARDS GIVEN TO THE U.S. MARINE CORPS. EACH YEAR MCAF GIVES AWARDS TO MORE THAN 5,200 DESERVING MARINES AND SAILORS. ABOUT 90 PERCENT OF THE AWARDS GO TO ENLISTED MEN AND WOMEN. THESE ARE JUST A FEW OF THE AWARDS GIVEN TO OUTSTANDING MARINES AND SAILORS: RECRUITER OF THE YEAR, DRILL INSTRUCTOR OF THE YEAR, RECRUIT TRAINING (HONOR RECRUIT, HIGH SHOOTER AND HIGH PHYSICAL FITNESS TEST), THE BASIC SCHOOL HONOR GRAD, OFFICER CANDIDATES SCHOOL HONOR GRAD, EXPEDITIONARY WARFARE SCHOOL HONOR GRAD, STAFF NONCOMMISSIONED OFFICER ACADEMY HONOR GRAD. IN TOTAL IN 2022, THE MARINE CORPS ASSOCIATION FOUNDATION SPENT OVER $1,100,000 IN SUPPORT OF APPROXIMATELY 49,000 MARINES. THAT SUPPORT INCLUDED OVER 4,500 AWARDS RECOGNIZING THE EXCELLENT ACHIEVEMENTS OF MARINES AND THEIR EFFECTIVE WRITTEN WORK.

    Expenses $560,173 · Revenue $24,261

  • COMMANDER'S FORUMS: THE FOUNDATION PROVIDES FUNDING TO ASSIST COMMANDERS IN DEVELOPING AND PROVIDING FORUM OPPORTUNITIES SPECIFICALLY TAILORED TO ENHANCE THEIR MARINES AND SAILORS' KNOWLEDGE OF THE OPERATIONAL MATTERS FROM A HISTORICAL, CULTURAL OR OPERATIONAL PERSPECTIVE. THE FORUMS CAN RANGE FROM PRESENTATIONS AND DISCUSSIONS WITH NOTED AUTHORS AND SCHOLARS TO A CLASSICAL BATTLE STUDY. PARTICIPATION IN THE BATTLE STUDIES WILL HELP PREPARE A UNIT FOR CURRENT OPERATIONS THROUGH THE STUDY OF MILITARY HISTORY. PARTICIPANTS IN BATTLE STUDIES MAY WALK THE GROUND WITH EXPERTS IN ORDER TO BETTER UNDERSTAND THE HISTORY AND LESSONS LEARNED FROM THESE FAMOUS BATTLES AND CAMPAIGNS. THE FUNDS PAY FOR SPEAKING FEES, HONORARIUMS, BATTLE GUIDE DIRECTORS AND OTHER COSTS THAT ARE NON-GOVERNMENTAL IN NATURE. IN ADDITION, THE MCAF ACTIVELY SEEKS TO PROVIDE RELEVANT, PROFESSIONAL MILITARY EDUCATION FOR ACTIVE-DUTY MARINES AND OPPORTUNITIES TO STAY ABREAST OF CURRENT ISSUES. THESE FORUMS FEATURE PROMINENT SPEAKERS, KEY DECISION MAKERS AND SUBJECT MATTER EXPERTS AND OFFER KEY INSIGHTS AND UNIQUE PERSPECTIVES ON CURRENT MILITARY TOPICS. EVENTS ARE HELD AT DIFFERENT LOCATIONS, ALLOWING ACTIVE-DUTY MARINES AND OUR MEMBERS NATIONWIDE THE OPPORTUNITY TO ENHANCE KNOWLEDGE OF MILITARY ART AND SCIENCE APPRECIATION OF CURRENT ISSUES. IN 2022, OVER 7,000 MARINE LEADERS (NONCOMMISSIONED OFFICERS, STAFF NONCOMMISSIONED OFFICERS, AND COMMISSIONED OFFICERS AT MULTIPLE GRADES) TOURED BATTLEFIELDS AND CONDUCTED STAFF RIDES TO LEARN THE VALUABLE LESSONS OF HISTORY THAT CAN BE APPLIED TO TODAY'S CHALLENGES.

    Expenses $580,953

  • THE COMMANDERS' UNIT LIBRARY PROGRAM PROVIDES COMMANDERS WITH FUNDS TO ESTABLISH AND SUSTAIN THEIR UNIT PROFESSIONAL LIBRARY WHEN THE UTILIZATION OF APPROPRIATED FUNDS IS NOT PRACTICABLE. LIBRARIES ARE THE BEDROCK OF OUR PROFESSIONAL DEVELOPMENT EFFORT. THE PROGRAM ALLOWS COMMANDERS TO SELECT BOOKS FROM THE MARINE CORPS ASSOCIATION'S EXTENSIVE BOOK LIST AND THE COMMANDANT'S READING LIST. THE MCA BOOK LIST CONTAINS TIMELESS MILITARY CLASSICS AS WELL AS RECENT BOOKS ON EMERGING AREAS OF INTEREST IN CURRENT MILITARY OPERATIONS AND CULTURAL UNDERSTANDING. MOST UNITS RECEIVE KINDLES AS PART OF THEIR LIBRARY, WITH EACH KINDLE LOADED WITH MORE THAN 330 TITLES. THIS PROGRAM IS ADMINISTERED BASED ON THE SIZE OF THE UNIT. CURRENT PRIORITY GENERALLY GOES TO DEPLOYING ORGANIZATIONS AND MARINE UNITS IN REMOTE LOCATIONS. IN 2022, 81 MARINE CORPS UNITS (BATTALIONS, SQUADRONS, REGIMENTS, GROUPS, ETC) RECEIVED BOOKS TO ENHANCE THEIR UNIT LIBRARIES.

    Expenses $70,214

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ltgen Charles Chiarotti Usmc Ret

    PRESIDENT & CEO

    Total calculated
    $318,241
    From this org
    $45,604
    From related orgs
    $258,428
    Other
    $14,209
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $41,552 + $235,464 related
    Bonus
    $3,975 + $22,525 related
    Other
    $77 + $439 related
    Deferred
    $1,875 + $10,625 related
    Nontaxable benefits
    $256 + $1,453 related
    Filer's total
    $47,735 + $270,506 related

  • Ltgen John Toolan Usmc Ret

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Col Todd Ford Usmc Ret

    FINANCE COMMITTEE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Jay Holmes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Bryan Wood

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ltcol Chris Davis Usmc Ret

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Col William Costantini Usmc Ret

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Mr William Timothy Eichorn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Col Bob Love Usmcrret

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Mr Michael Martz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Tim O'Hara

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Col Emily Swain Usmc Ret

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ltgen Mark A Brilakis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Majgen Craig Crenshaw

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Sgtmaj Kim E Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Sgtmaj Robin C Fortner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ltcol Wendy Garrity

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Maggen James Kessler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Sgtmaj Gary Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ltcol Jeff Speights

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Angela Hillman

    CFO

    Total calculated
    $128,089
    From this org
    $12,154
    From related orgs
    $109,384
    Other
    $6,551
    Hours/week
    4 + 36 related

  • Col Christopher Woodbridge Usmc Ret

    PUBLISHER AND EDITOR OF THE MARINE CORPS GAZETTE

    Total calculated
    $180,094
    From this org
    $42,618
    From related orgs
    $127,856
    Other
    $9,620
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $39,667 + $119,002 related
    Bonus
    $2,825 + $8,475 related
    Other
    $126 + $379 related
    Deferred
    $1,979 + $5,938 related
    Nontaxable benefits
    $426 + $1,277 related
    Filer's total
    $45,023 + $135,071 related

  • Col Mary Reinwald Usmc Ret

    EDITOR OF LEATHERNECK MAGAZINE

    Total calculated
    $180,952
    From this org
    $8,582
    From related orgs
    $163,058
    Other
    $9,312
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $7,942 + $150,897 related
    Bonus
    $615 + $11,685 related
    Other
    $25 + $476 related
    Deferred
    $381 + $7,232 related
    Nontaxable benefits
    $85 + $1,614 related
    Filer's total
    $9,048 + $171,904 related

  • Col Tim Mundy Usmc Ret

    VP OF FOUNDATION OPERATIONS

    Total calculated
    $158,065
    From this org
    $119,352
    From related orgs
    $29,838
    Other
    $8,875
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $112,333 + $28,083 related
    Bonus
    $6,680 + $1,670 related
    Other
    $339 + $85 related
    Deferred
    $5,606 + $1,401 related
    Nontaxable benefits
    $1,494 + $374 related
    Filer's total
    $126,452 + $31,613 related

  • Leeann Mitchell

    VP OF EVENTS OF ADVERTISING

    Total calculated
    $170,517
    From this org
    $15,756
    From related orgs
    $141,802
    Other
    $12,959
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $14,689 + $132,198 related
    Bonus
    $930 + $8,370 related
    Other
    $137 + $1,234 related
    Deferred
    $700 + $6,300 related
    Nontaxable benefits
    $596 + $5,363 related
    Filer's total
    $17,052 + $153,465 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE EXECUTIVE COMMITTEE OF MARINE CORPS ASSOCIATION, A RELATED ORGANIZATION, DETERMINES THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER (CEO). CEO COMPENSATION IS DETERMINED AND REVIEWED BY THE BOARD USING MARKET COMPARISONS AND INDIVIDUAL SKILLS SETS BROUGHT TO THE ORGANIZATION. THIS PROCESS WAS MOST RECENTLY FOLLOWED IN 2021.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
21 August 2023
IRS schema version
2022v5.0
Source object
202312359349300226

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