2025-09-30T08:28:37-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 800340923 MARINE CORPS ASSOCIATION FOUNDATION MARI 8774696223 715 BROADWAY STREET QUANTICO VA 22134 LTGEN CHARLES CHIAROTTI USMC (RET), PRESIDENT & CEO 8774696223 2025-09-29 1 1 ROBERT WILLIAMS P01345960 5712279500 2025-09-24 2024 2025-03-06 01:10:19Z LTGEN CHARLES CHIAROTTI 715 BROADWAY STREET QUANTICO VA 22134 3464246 0 X WWW.MCA-MARINES.ORG/FOUNDATION X 2009 DC PROVIDE RESOUCES & SUPPORT TO SUSTAIN AND EXPAND PROGRAMS & ACTIVITIES ESSENTIAL TO MCA'S MISSION. 22 21 0 22 0 0 2360625 2778127 17142 16977 29835 64142 -26256 -28630 2381346 2830616 1056401 1159795 0 0 402892 466623 85800 90000 802180 682246 1038691 2227339 2755109 154007 75507 1079874 1159428 108721 109169 971153 1050259 X TO PROVIDE RESOURCES AND SUPPORT TO SUSTAIN AND EXPAND PROGRAMS AND ACTIVITIES ESSENTIAL TO THE MARINE CORPS ASSOCIATION'S (MCA) MISSION BY ENGAGING EVERYONE INSPIRED BY THE MARINE CORPS. 0 0 1415508 1081595 0 COMMANDERS' 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 MILITARY HISTORICAL AND OPERATIONAL LESSONS AND HOW THOSE CAN BE APPLIED TO CURRENT CHALLENGES. 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. IN ADDITION, 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 THEIR KNOWLEDGE OF MILITARY ART AND SCIENCE, AND GAIN AN APPRECIATION OF CURRENT ISSUES. IN 2024, NEARLY 9,100 MARINE LEADERS (NONCOMMISSIONED OFFICERS, STAFF NONCOMMISSIONED OFFICERS, AND COMMISSIONED OFFICERS AT MULTIPLE GRADES) PARTICIPATED IN THESE COMMANDERS' FORUMS EVENTS. THE FUNDS PAY FOR SPEAKING FEES, HONORARIUMS, BATTLEFIELD TOUR GUIDES AND OTHER COSTS THAT MARINE UNITS CAN TYPICALLY PAY FOR FROM THEIR OPERATIONS AND MAINTENANCE FUNDING. 286677 9100 16977 THE MARINE EXCELLENCE AWARDS PROGRAM WAS ESTABLISHED TO RECOGNIZE THE PROFESSIONAL ACHIEVEMENTS OF MARINES AND SAILORS (SERVING IN MARINE CORPS UNITS) AND TO RECOGNIZE SUPERIOR PERFORMANCE IN MARINE CORPS OFFICER AND ENLISTED FORMAL SCHOOLS. THESE AWARDS ARE ALSO GIVEN FOR EXCEPTIONAL WRITTEN WORK. AWARDS ARE A VALUABLE INCENTIVE AND AN APPROPRIATE MEANS OF RECOGNIZING MARINES AND SAILORS WHO EXCEL IN THEIR COMMANDS, FORMAL SCHOOLS, AND LEADERSHIP COURSES. MCAF IS THE LARGEST CONTRIBUTOR OF AWARDS GIVEN TO THE U.S. MARINE CORPS. EACH YEAR MCAF GIVES AWARDS TO APPROXIMATELY 3,500 DESERVING MARINES AND SAILORS, 94 PERCENT OF WHICH GO TO ENLISTED MEN AND WOMEN. THESE ARE JUST A FEW OF THE AWARDS GIVEN TO OUTSTANDING MARINES: THE HONOR GRADUATE FROM DRILL INSTRUCTOR SCHOOL, RECRUIT TRAINING AWARDS (HONOR GRADUATE RECRUIT, HIGH SHOOTER AND HIGH PHYSICAL FITNESS TEST), THE BASIC OFFICER TRAINING COURSE HONOR GRADUATE, OFFICER CANDIDATES SCHOOL HONOR GRADUATE, AND STAFF NONCOMMISSIONED OFFICER ACADEMY HONOR GRADUATE). IN 2024, OVER 3,500 MARINES RECEIVED AWARDS RECOGNIZING THEIR EXCELLENT PERFORMANCE AND THEIR CREATIVE AND PERSUASIVE WRITTEN WORK. 69100 69100 0 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. THE PROGRAM ALLOWS COMMANDERS TO SELECT BOOKS FROM THE MARINE CORPS COMMANDANT'S PROFESSIONAL READING LIST, WHICH ALL MARINES ARE REQUIRED TO READ DURING THEIR SERVICE IN THE CORPS. THE BOOK LIST CONTAINS TIMELESS MILITARY CLASSICS AS WELL AS RECENT BOOKS ON EMERGING AREAS OF INTEREST IN CURRENT MILITARY OPERATIONS AND CULTURAL UNDERSTANDING. SOME UNITS WITH UNIQUE AND EMERGING CAPABILITIES (E.G. UNMANNED VEHICLES/DRONES, CYBERSPACE OPERATIONS) CAN RECEIVE BOOKS SPECIFIC TO THEIR MISSION. IN 2024, 127 MARINE CORPS UNITS (BATTALIONS, SQUADRONS, REGIMENTS, GROUPS, ETC.) RECEIVED BOOKS TO ENHANCE THEIR UNIT LIBRARIES, MAKING PROFESSIONAL READING AVAILABLE TO OVER 39,000 MARINES. IN TOTAL IN 2024, THE MARINE CORPS ASSOCIATION FOUNDATION SPENT OVER $1,700,000 IN SUPPORT OF APPROXIMATELY 51,000 MARINES. 1771285 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 AL AR CA CT FL GA HI IL KS KY MA MD ME MI MN MO MS NH NJ NM NY OH OK OR PA RI SC TN UT VA WI WV X X ANGELA HILLMAN CFO 7036400101 715 BROADWAY STREET QUANTICO VA 22134 LTGEN CHARLES CHIAROTTI USMC (RET), PRESIDENT & CEO 5.50 34.50 X X 43619 247173 14673 COL CHRISTOPHER WOODBRIDGEUSMCRET VP OF PUBLISHING & PROFESSIONAL DEV. 4.00 36.00 X 16502 148514 9899 COL TIM MUNDY USMC RET VP MARINE CORPS ASSN. FOUNDATION 36.00 4.00 X 129995 14444 8960 LEEANN MITCHELL VP EVENTS SPONSORSHIP & ADVERTISING 4.00 36.00 X 15163 136462 13483 ANGELA HILLMAN CHIEF FINANCIAL OFFICER 4.00 36.00 X 14233 128093 8214 LTGEN JOHN A TOOLAN USMC RET CHAIR OF THE BOARD 2.00 2.00 X X 0 0 0 JAY S HOLMES USMC VET VICE CHAIR OF THE BOARD 2.00 2.00 X X 0 0 0 BRYAN H WOOD SES RET GENERAL COUNSEL 2.00 2.00 X X 0 0 0 COL RICHARD T BRADY USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 LTGEN MARK BRILAKIS USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 LTGEN JOHN J BROADMEADOW USMC (RET), BOARD MEMBER 2.00 2.00 X 0 0 0 COL ERIC CHASE USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 MAJ THOMAS CRAIG USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 LTCOL CHRISTOPHER J DAVIS USMC (RET), BOARD MEMBER 2.00 2.00 X 0 0 0 WILLIAM T EICHHORN USMC VET BOARD MEMBER 2.00 2.00 X 0 0 0 COL CHRISTOPHER ESCAMILLA USMC (RET), BOARD MEMBER 2.00 2.00 X 0 0 0 DR SUSAN JOHNSTON BOARD MEMBER 2.00 0.00 X 0 0 0 MAJGEN JAMES KESSLER USMC (RET), BOARD MEMBER 2.00 2.00 X 0 0 0 COL ROBERT LOVE USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 MICHAEL MARTZ USMC VET BOARD MEMBER 2.00 2.00 X 0 0 0 COL JOHN M REED USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 LTCOL JEFF SPEIGHTS USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 COL ANDREW O STARR USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 MICHAEL A STOCKER BOARD MEMBER 2.00 0.00 X 0 0 0 COL EMILY SWAIN USMC RET BOARD MEMBER 2.00 2.00 X 0 0 0 ARIANA WHITTEMORE SES RET BOARD MEMBER 2.00 0.00 X 0 0 0 219512 674686 55229 1 0 1 0 0 60380 2717747 2778127 MEMBERSHIP DUES 900099 16977 16977 16977 26600 26600 642542 605000 37542 37542 37542 0 60380 28630 -28630 -28630 2830616 16977 0 35512 200995 200995 958800 958800 60874 57221 2131 1522 346156 177560 110675 57921 15272 7179 6133 1960 15387 6487 4259 4641 28934 19123 7767 2044 4248 4248 11141 11141 90000 90000 1726 1726 7000 7000 66059 8672 35233 22154 5130 1441 2579 1110 14005 13849 156 DIRECT MAIL PRINTING 613042 613042 PLAQUES/AWARDS SUPPLIES 261450 261450 EVENT EXPENSES 5568 4686 882 TRAINING 2500 2500 46822 46822 2755109 1771285 181644 802180 413190 243133 161759 17550 53266 65538 23009 23009 0 0 613418 671448 1079874 1159428 87858 96340 20863 12829 108721 109169 X 663126 718902 308027 331357 971153 1050259 1079874 1159428 75507 3599 0 X 0 1 X 1 0 X 1574890 1825547 1977517 2360619 2778127 10516700 1574890 1825547 1977517 2360619 2778127 10516700 252360 10264340 12185 26094 25797 26284 26600 116960 10633660 113907 0.96530 0.97620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23009 23009 0 0 X PART X, LINE 2: MARINE CORPS ASSOCIATION FOUNDATION HAS ADOPTED THE GUIDANCE ON THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAD NO IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. X X X 1 LAUTMAN MASKA NEIL & COMPANY 1750 RHODE ISLAND AVE SUITE 301 WASHINGTON DC 20036 DIRECT MAIL 0 1389408 90000 1299408 1389408 90000 1299408 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC NE NH NJ NM NV NY PA OH OK OR SC SD TN TX UT VA VT WA WI WV WY RI GOLF TOURNAMENT 60380 60380 28630 60380 60380 28630 28630 -28630 SCHEDULE G, PART I, LINE 2B, COLUMN (V) MARINE CORPS ASSOCIATION FOUNDATION (THE FOUNDATION) PAID LAUTMAN MASKA NEILL & COMPANY $7,500 PER MONTH FOR PROFESSIONAL FUNDRAISING SERVICES. IN 2024, TOTAL PROFESSIONAL FUNDRAISING FEES WERE $90,000. THE FOUNDATION ALSO PAID LAUTMAN MASKA NEILL & COMPANY FOR COPY WRITING FEES, MODELED LISTS, DATA PROCESSING AND ART. THE TOTAL EXPENSES OF PRINTING AND PAPER IN 2024 WERE $51,635. 1 MARINE CORPS ASSOCIATION 715 BROADWAY STREET QUANTICO VA 22134 540460860 501(C)(19) 200995 0 N/A N/A SUPPORT AND SUSTAINMENT OF MARINE CORPS GAZETTE AND LEATHERNECK MAGAZINES 0 1 WRITING AWARDS 42 16100 COMMANDERS PROFESSIONAL FORUMS 9100 864500 MARINE EXCELLENCE AWARDS 3500 9100 COMMANDERS' UNIT LIBRARIES 51000 69100 PART I, LINE 2: RECORDS ARE MAINTAINED SUPPORTING ALL DISBURSEMENTS. ALL REQUESTS ARE REVIEWED TO MEET PROGRAMMING OBJECTIVES AND INTENDED RECIPIENTS. CASH PRIZES, AWARDS, PLAQUES, STATUTES ETC. ARE PRESENTED TO VERIFIED AWARDEES. EXPENSES ARE PAID DIRECTLY TO VENDOR OR REIMBURSED UPON SUBMISSION OF APPROPRIATE DOCUMENTATION. X X 0 0 0 0 0 0 0 0 0 LTGEN CHARLES CHIAROTTI USMC (RET), PRESIDENT & CEO 39000 221000 4500 25500 119 673 1950 11050 251 1422 45820 259645 0 0 COL CHRISTOPHER WOODBRIDGEUSMCRET VP OF PUBLISHING & PROFESSIONAL DEV. 15200 136800 1250 11250 52 464 823 7403 167 1506 17492 157423 0 0 COL TIM MUNDY USMC RET VP MARINE CORPS ASSN. FOUNDATION 121500 13500 8100 900 395 44 6480 648 1649 183 138124 15275 0 0 LEEANN MITCHELL VP EVENTS SPONSORSHIP & ADVERTISING 14000 126000 1100 9900 63 562 700 6300 648 5835 16511 148597 0 0 ANGELA HILLMAN CHIEF FINANCIAL OFFICER 13200 118800 1010 9090 23 203 661 5945 161 1447 15055 135485 0 0 FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE BOARD. A COMMITTEE MAY RESEARCH A DECISION AND REPORT BACK TO THE BOARD FOR ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S CEO, COO, AND FINANCE COMMITTEE, COMPRISED OF BOARD MEMBERS, WILL REVIEW THE DRAFT FORM 990 BEFORE IT IS FILED. THEY WILL REVIEW THE 990 INDEPENDENTLY AND RETURN ANY COMMENTS TO THE CFO. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. THE STATEMENT ASKS THE INDIVIDUALS TO LIST ANY PROFESSIONAL, BUSINESS OR VOLUNTEER POSITION THAT MIGHT GIVE RISE TO CONFLICTS WITH THEIR POSITION ON THEIR BOARD. IN ADDITION, IT ASKS FOR DISCLOSURE IN ALL INSTANCES IN WHICH THE BOARD MEMBER MAY BE A VENDOR, EMPLOYED OR CONSULTING WITH A VENDOR TO THE FOUNDATION. ANY POSSIBLE CONFLICTS THAT ARE DISCLOSED ARE REVIEWED BY COUNSEL. IN ADDITION, THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY WITHIN ITS HANDBOOK WHICH IS DISTRIBUTED TO ALL EMPLOYEES. EMPLOYEES SIGN A FORM INDICATING THAT THEY HAVE READ THE HANDBOOK. THE CONFLICT OF INTEREST POLICY IS EXPLAINED IN THE HANDBOOK WITH SPECIFIC INSTRUCTIONS ON HOW TO REPORT AN ACTUAL OR POTENTIAL CONFLICT. SUPERVISORS ARE NOTIFIED AND THE COO EVALUATES THESE REPORTS AND INSTRUCTS THE EMPLOYEES AS TO PROPER COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT & CEO IS DETERMINED AND REVIEWED BY THE BOARD USING MARKET COMPARISONS AND INDIVIDUAL SKILLS SETS BROUGHT TO THE ORGANIZATION, AND IS TIMELY DOCUMENTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 MARINE CORPS ASSOCIATION FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. MARINE CORPS ASSOCIATION 715 BROADWAY STREET QUANTICO VA 22134 540460860 TO SUPPORT THE MARINE CORPS DC 501(C)(19) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MARINE CORPS ASSOCIATION B 200995 CASH MARINE CORPS ASSOCIATION O 1224497 BOOK VALUE