IT TAKES ALL HANDS 2011 Annual Report 418489.NMCRS 418489.NMCRS 6/7/12 6:37 PM Page 2
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418489.NMCRS_418489.NMCRS 6/7/12 6:37 PM Page 1 IT TAKES ALL HANDS 2011 Annual Report 418489.NMCRS_418489.NMCRS 6/7/12 6:37 PM Page 2 Our Vision We are a private, non-profit, volunteer, service organization. As a Center of Excellence, we are committed to ensure that all available resources are used to assist personnel of the Naval Services – active duty, retired, and their eligible family members – to achieve financial self-sufficiency and find solutions to emergency needs. Our Guiding Principles We are committed to providing quality service. We will meet our clients’ emergency needs and, through quality services and programs, help them develop viable and lasting solutions to their problems. Our staff will apply the Society’s policies on a consistent and compassionate basis. We will respond to emergent needs and changes. We value our clients. We will: • Provide a non-judgmental atmosphere that encourages our clients to achieve self-sufficiency; • Preserve their dignity and self-respect; • Maintain appropriate and effective communications with commands; and • Respect client confidentiality within published guidelines of the Society. We are committed to good stewardship. We will be responsible stewards of the financial resources entrusted to us: We will exercise conscientious and diligent management of the Society’s funds. We value our staff. We will provide our staff – volunteers and employees – with the training, education, and other tools necessary to attain the highest levels of effectiveness and professionalism throughout the organization. We value volunteerism. We are committed to the principle of Volunteer Service; we will empower our volunteers to administer the programs of the Society. We believe in personal financial responsibility. By helping clients develop their own problem-solving capabilities, the Society encourages personal financial responsibility; we recognize that the best solution is not necessarily direct financial assistance. LCpl. Michael Hintz, USMC and members of the Silent Drill Platoon pause for the bursting bomb portion of their drill sequence at the U.S. Armed Forces Joint Ceremonial Drill Competition at the Lincoln Memorial April 10. Photo taken by Cpl. Bobby J. Yarbrough, USMC. 418489.NMCRS_418489.NMCRS 6/7/12 6:37 PM Page 3 Board of Directors Foreword Chairman ounded in 1904, the Navy-Marine Corps Relief Society is incorporated in the General James Amos, USMC, Commandant of the Marine Corps District of Columbia with its corporate headquarters located in Arlington, F Virginia. The Society is managed by a Board of Directors representing the active Members duty and retired communities of the United States Navy and Marine Corps. Admiral Steve Abbot, USN (Ret) Mrs. Bonnie Amos The mission of the Navy-Marine Corps Relief Society is to provide, in Sergeant Major of the Marine Corps Michael P. partnership with the Navy and Marine Corps, financial, educational, Barrett, USMC and other assistance to members of the Naval Service of the United Mrs. Susan Barrett States, eligible family members, and survivors when in need; and to Rear Admiral Bruce Engelhardt, USN (Ret) receive and manage funds to administer these programs. Mrs. Lauré Ferguson Vice Admiral William French, USN The Society accomplishes this mission Although sponsored by the Department of the Admiral Jonathan Greenert, USN, Chief of principally through the disbursement of Navy, the Society is a private, non-profit Naval Operations interest-free loans and grants, but it also offers organization whose programs are totally Mrs. Darleen Greenert visiting nurse services, budget counseling funded by charitable contributions. The Vice Admiral James W. Houck, JAGC, USN services, thrift shops, and infant layettes. The Society is supported by two annual fund- Lieutenant General Robert E. Milstead, USMC Society also offers scholarships and interest- raising activities: the Active Duty Fund Drive Mrs. Megan Moffit free loans for educational purposes through its conducted by the Navy and Marine Corps Vice Admiral Matthew Nathan, MC, USN education programs. Sponsored by the under the auspices of the Secretary of the Rear Admiral Mark Tidd, CHC, USN Department of the Navy, the Society operates Navy; and the Secretary of the Navy’s direct Vice Admiral Scott Van Buskirk, USN nearly 250 offices ashore and afloat at Navy mail solicitation of retired members of the General Joseph J. Went, USMC (Ret) and Marine Corps bases throughout the world. Navy and Marine Corps. Overhead expenses Master Chief Petty Officer of the Navy are paid from proceeds of the Reserve Fund Rick West, USN More than 3,500 trained volunteers, both created during World War II. Mrs. Bobbi West ashore and afloat, accomplish the major Mrs. Bobbie Williams portion of the Society’s work. They are Donations to the Society are deductible under supported by a small cadre of employees. The Section 170(b)(1)(a) of the IRS Code. The Officers Society enjoys an active partnership Society is exempt from Federal income tax President, Chief Executive Officer with the Navy and Marine Corps and benefits under Section 501(c)(3) of the code. Admiral Steve Abbot, USN (Ret) extensively from the active involvement of Executive Vice President, Chief Operations Officer the command structure at bases where the Major General Carl Jensen, USMC (Ret) Society maintains a presence. The Vice President, Chief Financial Officer commanders themselves, as well as the senior Capt. Steve Koehler, commanding officer of the Commander Wesley Schmidt, Jr., USN (Ret) enlisted leadership, chaplains, and Fleet and multipurpose amphibious assault ship USS Vice President, Chief Communications Officer Family Support Center personnel, play an Bataan (LHD 5), greets family members following Bataan's return to Naval Station Commander John Alexander, USN (Ret) important role in the conduct of the Society’s Vice President, Chief Information Officer Norfolk. Photo by Mass Communication business. Specialist 2nd Class Rafael Martie, USN. Mr. Willie Williams 3 418489.NMCRS_418489.NMCRS 6/7/12 6:37 PM Page 4 President’s “State of the Society” Report “We make a living by what and Sailors and their families. The Society also provided financial aid to 456 wounded warriors. we get. We make a life by Retirees on a fixed income also suffer during what we give.” an economic downturn — and the Society helped 3,327 retired clients this year, providing Winston Churchill $5.5 million in financial assistance. Acting as good stewards of the funds entrusted to the Society’s care, we continued to focus on Sheri Hummer, Chair of the 2011 Navy-Marine Corps cost containment and reducing administrative Ball, presents a check for $560,000.00 to Society uring 2011, the Society disbursed more expenses this year. I am pleased to report that President Admiral Steve Abbot. After paying all the bills Dthan $48 million in interest-free loans and our efforts were effective and only $2.2 million of and collecting payment from all the silent auction bidders, the 2011 Navy-Marine Corps Ball Committee set a new grants in response to 96,061 requests for financial the Society’s investment reserves were needed to record of $590,000! assistance. For the second year in a row we cover the cost of operations in 2011, compared helped nearly one in every five active duty with $5.5 million in 2010. Sailors and Marines. Our clients’ needs were varied: 12,500 families came to us for food, This past year was our best fund raising year in in the service of others. I am grateful for their shelter and other basic necessities, 86 widows history — $19.2 million compared to $16.6 commitment and I am proud to serve with them received monthly checks to help them live in million in the previous year. This results from as a member of Team NMCRS! health and dignity, we assisted 4,557 clients with our “family” of active duty and retired Sailors and emergency leave travel, and 1,800 families Marines who gave generously, greater support received help following the earthquake and from corporate partners, organizations and tsunami in Japan, forest fires in the southwest, individuals, and increased distributions from hurricanes Irene and Lee that tracked up the east estates and other donations. coast, and the tornado that struck near Camp Lejeune. As we have since our founding in 1904, the Admiral Steve Abbot, USN (Ret) Society continues to depend on its corps of President and Chief Executive Officer Our Combat Casualty Assistance Visiting enthusiastic, dedicated and selfless volunteers. Nurses provided long-term resource coordination Our 27 Thrift Shops, run entirely by volunteers, to more than 1,500 families in 2011, rendering helped more than 110,000 clients with low-cost health education and emotional support in clothing, uniforms and household items. Our 20,200 contacts with combat wounded Marines volunteers are exceptional people who work hard 4 418489.NMCRS_418489.NMCRS 6/7/12 6:38 PM Page 5 Greetings from the Secretary of the Navy wish to extend warm greetings and thanks to the Navy Marine Corps Relief Society for its tireless I efforts on behalf of the entire Department of the Navy family. The Navy-Marine Corps Relief Society has always stood ready to serve our Sailors, Marines and their families in times of need. In the past year, the Navy-Marine Corps Relief Society has provided financial assistance for thousands of Sailors and Marines, relieving some of the stress which comes with wartime operations. Time and time again, you have answered the call, helped serve our dedicated men and women and demonstrated what it truly means to take care of our own. Somewhere in the world, everyday, the Navy-Marine Corps Relief Society provides a helping hand to a military family struggling with financial challenges, or a military dependent pursuing higher education, or a mother expecting a child. The Navy-Marine Corps Relief Society’s work results in countless success stories for which the Department of the Navy is tremendously grateful.