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Annual Report 2014 Annual Report Celebrating 110 Years ~ Serving Sailors, Marines and their families 2014 OUR MISSION TABLE OF CONTENTS To provide, in partnership with the Navy and Marine Corps, financial, educational and other need-based Greetings from the Secretary of the Navy ...............3 assistance to active duty and retired Sailors and A Message from the Chief of Naval Operations.......4 Marines, their eligible family members, and survivors. A Message from the Commandant of the Marine Corps .................................................5 VISION President’s Year in Review ......................................6 As a non-profit, volunteer service organization, we use Report of the Relief Committee ...............................7 both financial and non-financial resources to identify solutions to meet emerging needs. We help clients Report of the Finance Committee............................8 improve personal financial skills and encourage Financial Position and Summary of Operations.......9 individual financial responsibility. Financial Highlights................................................10 A Comparison of Financial Assistance GUIDING PRINCIPLES to Contributions......................................................11 We provide effective client service in a consistent, Financial Assistance & Active Duty compassionate, and non-judgmental manner Fund Drive Results ........................................12 – 13 We are committed to preserving the dignity, self-respect Volunteers Recognition..........................................14 and confidentiality of our clients Lifetime Achievement Awards................................15 We are responsible stewards of the funds entrusted to Clarence Dillon Society..................................16 – 17 us by our donors Donations.......................................................18 – 22 We provide our volunteers and employees with the training and resources to be effective – offering consistent services throughout the Society The Navy-Marine Corps Relief Society is recognized by the Internal Revenue Service as a 501(c)(3) charitable We recognize the vital role our volunteer force plays in organization (EIN 53-0204618). Charitable contributions the delivery of Society programs and services from individuals, corporations and foundations are tax- deductible to the fullest extent allowed by law. The Navy-Marine Corps Relief Society does not sell, trade or otherwise transfer to outside parties any personally identifiable information. MAKING A DIFFERENCE F O R S A I L O R S , M A R I N E S , A N D T H E I R F A M I L I E S NMCRS_AR14.qxp_Layout 1 5/25/15 3:48 PM Page 3 Greetings from the Secretary of the Navy his year marked the 110th anniversary of the founding of the Navy-Marine Corps Relief Society. TIt is with sincere gratitude that I recognize such a remarkable legacy of support for servicemen and women and their loved ones. From the very beginning, the Society's mission has been accomplished through the selfless, day-to-day commitment of faithful volunteers. These remarkable men and women devote precious hours of their lives to serve others. They ensure Sailors and Marines can travel to the bedside of an ailing loved one, pay for food and lodging when a natural disaster strikes, and successfully navigate personal financial crisis. In 2014, Society volunteers gave more than 521,900 hours of their time to provide financial assistance, budget counseling, budget for baby workshops, and staffing for thrift shops – all in support of Navy and Marine Corps families. With oversight and assistance from a small cadre of employees, the daily administration and fiduciary responsibilities of the Society are fulfilled with the highest ethical and professional standards. On behalf of all our Sailors, Marines, and their families, It is with heartfelt gratitude that I say thank-you to the I salute the Navy-Marine Corps Relief Society and wish many donors who support the Society through generous you all the best for another successful year in 2015. contributions, monthly allotments from active duty and retiree pay checks, workplace giving programs, and Sincerely, corporate philanthropy. Your faithfulness and generosity continue to make a difference for those who serve our great nation. Ray Mabus BOARD OF DIRECTORS Mrs. Darleen Greenert Chair Rear Admiral Margaret G. Kibben, CHC, USN Admiral Jonathan W. Greenert, USN, Chief of Rear Admiral Kathleen L. Martin, NC, USN (Ret.) Naval Operations Mrs. Megan Moffit Vice Admiral William F. Moran, USN Members Vice Admiral Matthew L. Nathan, MC, USN Admiral Steve Abbot, USN (Ret.) Vice Admiral Dixon R. Smith, USN Sergeant Major of the Marine Corps Michael P. Barrett, Master Chief Petty Officer of the Navy Mike D. Stevens, USMC (AW/NAC) USN Mrs. Joanne Buck Mrs. Theresa Stevens Vice Admiral Nanette M. DeRenzi, JAGC, USN General Michael J. Williams, USMC (Ret.) Mrs. Ellyn Dunford General Joseph F. Dunford, Jr., USMC, Commandant of the Marine Corps Rear Admiral Bruce B. Engelhardt, USN (Ret.) 3 NMCRS.ORG/REPORT2014 | NMCRS_AR14.qxp_Layout 1 5/25/15 3:48 PM Page 4 A MESSAGE FROM THE CHIEF OF NAVAL OPERATIONS n behalf of the men, women, and families of the United States Navy, I offer my sincere Oappreciation to the Navy-Marine Corps Relief Society. The staff members, the 4,067 volunteers, and countless generous donors are responsible for the successful completion of the Society's vital mission, and to them, our Navy-Marine Corps team is tremendously grateful. The Navy-Marine Corps Relief Society is a strategic partner and key contributor to the operational readiness of our naval service. At home and around the globe, Society members dedicate their time and effort to assist with family emergencies and personal financial hardships for our Sailors and Marines. Because of their help, issues are resolved before becoming an overwhelming crisis. As Chairman of the Board of Directors, I am proud to report again this year that the Society acted as a judicious financial steward of your donated dollars, minimizing administrative and overhead costs to less than four percent of all expenses. The Society provided more than $48.5 million in interest-free loans and grants to help 61,629 Navy and Marine Corps service members Sincerely, and their families. Once again, thank-you to the Navy-Marine Corps Relief Society for your enduring support of our Sailors, Marines, and their families. It's good to know that Jonathan W. Greenert wherever the Navy-Marine Corps team sails, you are Admiral, U. S. Navy ready to support when it matters. Finance Committee Relief Committee General Michael J. Williams, USMC (Ret.), Chair Mrs. Megan Moffit, Chair Admiral Steve Abbot, USN (Ret.) Admiral Steve Abbot, USN (Ret.) Rear Admiral Peter C. Conrad, USN (Ret.) Mrs. Joanne Buck Rear Admiral Bruce B. Engelhardt, USN (Ret.) Mrs. Ellyn Dunford Major General Carl B. Jensen, USMC (Ret.) Mrs. Darleen Greenert Mr. James L. Koltes, Jr., Sr. Vice President, UBS Financial Mrs. Mary Regner Services, Inc. (Ex-officio) Mrs. Dana Richardson Rear Admiral Kathleen L. Martin, NC, USN (Ret.) Mrs. Theresa Stevens Commander Wesley H. Schmidt, Jr., USN (Ret.) Nominating Committee Vice Admiral William F. Moran, USN, Chair Vice Admiral Nanette M. DeRenzi, JAGC, USN Rear Admiral Margaret G. Kibben, CHC, USN Mrs. Megan Moffit 4 | NMCRS 2014 Annual Report to Donors NMCRS_AR14.qxp_Layout 1 5/25/15 3:48 PM Page 5 A MESSAGE FROM THE COMMANDANT OF THE MARINE CORPS t is with great pride that I recognize Navy-Marine Corps Relief Society employees, volunteers and Icontributors for their sustained commitment and generosity to our Marines and Sailors. Society volunteers and employees play an important role in ensuring our men and women remain focused on their war-fighting mission, knowing that their families and loved ones will be taken care of when family emergencies arise. The Society’s registered nurses made more than 23,000 home visits and other contacts with mothers and their newborns, elderly retirees, widows and widowers. Additionally, the Society’s combat casualty assistance visiting nurses made more than 39,000 contacts and visits to the rehabilitation facilities and homes of 1,700 combat-wounded service members. No other government or charitable organization can provide that kind of personal, one-on-one emotional support and knowledge of community resources for our men and women adjusting to post-combat life. Like the Marine Corps itself, the Society ensures these Marines and Sailors will not be forgotten. “By our own, for our own” is a way of life for those who Semper Fidelis, serve. The Society has carried out that commitment and stood by Marine Corps and Navy families for more than a century. Thank-you for your steadfast devotion to all who wear the Eagle, Globe and Anchor. I remain… Joseph F. Dunford, Jr. General, U.S. Marine Corps Audit Committee Executive Committee Rear Admiral Bruce B. Engelhardt, USN (Ret.), Chair Admiral Steve Abbot, USN (Ret.), Chair Rear Admiral David P. Keller, SC, USN (Ret.) Rear Admiral Bruce B. Engelhardt, USN (Ret.) Mrs. Megan Moffit Rear Admiral Kathleen L. Martin, NC, USN (Ret.) Mrs. Megan Moffit Education Committee Vice Admiral William F. Moran, USN Rear Admiral Kathleen L. Martin, NC, USN (Ret.), Chair General Michael J. Williams, USMC (Ret.) Admiral Steve Abbot, USN (Ret.) Major General Carl B. Jensen, USMC (Ret.) 5 NMCRS.ORG/REPORT2014 | NMCRS_AR14.qxp_Layout 1 5/25/15 3:48 PM Page 6 Year in Review Dear Friends and Supporters, hank-you for your Local Service Offices are operated
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