2025-10-31T18:04:16-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990 2024-01-01 920156736 COASTAL VILLAGES REGION FUND COAS 9072785151 711 H STREET 200 ANCHORAGE AK 99501 MICHELLE DREW CFO 9072785151 2025-10-31 1 1 WENDY CAMPOS P00448102 2063026500 2025-10-31 2024 2025-03-06 01:10:19Z ERIC DEAKIN 711 H STREET 200 ANCHORAGE AK 99501 107449817 0 X WWW.COASTALVILLAGES.ORG X 1992 AK PROVIDE THE MEANS FOR DEVELOPMENT OF OUR COMMUNITIES BY CREATING SENSIBLE, TANGIBLE AND LONG TERM OPPORTUNITIES THAT GENERATE HOPE FOR ALL PEOPLE WHO WANT TO FISH AND WORK. 20 6 1037 0 950547 0 750424 985135 4026094 2624674 821654 765161 45914376 50359707 51512548 54734677 2949962 2450900 0 0 12939906 13598991 0 0 0 41300691 39632387 57190559 55682278 -5678011 -947601 341236488 340025647 53237037 55035143 287999451 284990504 X COASTAL VILLAGES' MISSION IS TO PROVIDE THE MEANS FOR DEVELOPMENT OF OUR COMMUNITIES BY SENSIBLY CREATING TANGIBLE, LONG-TERM OPPORTUNITIES THAT GENERATE HOPE FOR ALL RESIDENTS WHO WANT TO FISH AND WORK. 0 0 38741822 30688 50255692 OPERATING VESSELS (PROGRAM #1): PROGRAM COSTS ASSOCIATED WITH OPERATION OF ONE POLLOCK CATCHER/PROCESSOR, TWO PACIFIC COD FREEZER-LONGLINERS, AND TWO CRAB FISHING VESSELS. THIS PROGRAM PROVIDES EMPLOYMENT AND TRAINING OPPORTUNITIES FOR RESIDENTS, AS WELL AS FUNDING FOR OTHER PROGRAMS. THE AMOUNT GIVEN REPRESENTS THE ADDITIONAL COSTS TO OPERATE NOT INCLUDED IN COSTS OF GOODS SOLD (COGS IS INCLUDED IN LINE 10B PART VIII). 5013557 595923 OUTREACH PROGRAMS (PROGRAM #3): OUTREACH - OUTREACH FOCUSES ON COMMUNICATION WITH REGION RESIDENTS IN OUR 20 MEMBER COMMUNITIES AND IS MADE UP OF SEVERAL PROGRAM AREAS. THE COMMUNITY OUTREACH PROGRAM MAINTAINS OPEN AND CONTINUOUS COMMUNICATION WITH OUR RESIDENTS. CVRF BOARD MEMBERS AND LOCAL COMMUNITY SERVICE REPRESENTATIVES ALSO SERVE AS AN OPEN DIRECT LINK. LOCAL RESIDENTS ARE INVITED TO PARTICIPATE IN MEETINGS INVOLVING CVRF BOARD MEMBERS AND STAFF. STAFF MEMBERS TRAVEL FREQUENTLY TO COMMUNITIES THROUGHOUT THE REGION TO SHARE INFORMATION ABOUT CVRF AND ITS PROGRAMS AND SERIVES AND TO RECRUIT OF OUR COMPANY. OUTREACH HAS PRIMARY RESPONSIBILITY FOR NEW PROGRAM DEVELOPMENT, ADMINISTRATION, AND PROGRAM EXECUTION. 659021 777265 PEOPLE PROPEL (PROGRAM #7): - THE PEOPLE PROPEL PROGRAM WA SCREATED TO MEET THE DEMAND OF OUR COMMUNITY RESIDENTS FOR SAFER, MORE FUEL EFFICIENT AND ENVIRONMENTALLY CLEANER OUTBOARDS AND BOATS. THE PEOPLE PROPEL PROGRAM ALSO ASSISTS CVRF RESIDENTS IN BUYING OTHER EQUIPMENT NECESSARY FOR LIFE IN A SMALL COASTAL COMMUNITY. IN 2018, PEOPLE PROPEL BEGAN PROVIDING DOWN PAYMENT ASSISTANCE FOR COMMUNITY HOME CONSTRUCTION AND MAJOR HOME IMPROVEMENTS. UNDER THIS PROGRAM, CVRF PROVIDES A SUBSIDY IN THE AMOUNT OF 30% OF THE ASSET COST, WITH THE RESIDENT RESPONSIBLE FOR THE REMAINING 70%. 2198124 1047024 INSHORE AND NEARSHORE PROGRAM DESCRIPTION (PROGRAM #2):IN PRIOR YEARS CVRF OPERATED SIX HALIBUT PLANTS, ONE SALMON PLANT, A SALMON BUYING STATION AND SUPPORTING TENDERS, TUGS, AND BARGES. THESE OPERATIONS WERE SUSPENDED IN 2016 DUE TO HIGH SUBSIDY REQUIREMENTS AND THE DESIRE TO FOCUS ON MORE GEOGRAPHICALLY-EQUITABLE ECONOMIC DEVELOPMENT PROGRAMS ACROSS THE ENTIRE SERVICE AREA. THIS PROGRAM IS BEING PHASED OUT.YOUTH PROGRAMS (PROGRAM #4):YOUTH PROGRAMS - THE COASTAL VILLAGES YOUTH PROGRAMS PROMOTE LEADERSHIP, PERSONAL DEVELOPMENT, AND CITIZENSHIP AMONG THE YOUTH IN THE COMMUNITIES AGES 13 TO 24. THROUGH VARIOUS ACTIVITIES AND ACHIEVEMENTS, THE YOUTH LEARN TO ACCEPT RESPONSIBILITY, GAIN LEADERSHIP SKILLS, THROUGH PARTICIPATION IN COMMUNITY ACTIVITIES. YOUTH AGES 14-19 ALSO HAVE THE OPPORTUNITY TO WORK DURING THE SUMMER VIA CVRF'S YOUTH-TO-WORK PROGRAM. CIUNEQ IS A PROGRAM FOR HIGH ACHIEVING HIGH SCHOOL AGED YOUTH TO CREATE A PATHWAY FOR FUTURE EDUCATION AND CAREER SUCCESS THROUGH EXPOSURE TO THE OPPORTUNITIES AVAILABLE TO THEM.SOCIAL INVESTMENTS (PROGRAM #5):SOCIAL INVESTMENTS - IS COMPRISED OF VARIOUS SOCIAL PROGRAMS TO IMPROVE THE WELFARE OF RESIDENTS IN THE SERVICE AREA.TAX ASSISTANCE - EACH YEAR, CVRF FUNDS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA), WHICH IS PROVIDED BY THE ALASKA SMALL BUSINESS DEVELOPMENT CENTER (ABDC) AND THE UNIVERSITY OF ALASKA ANCHORAGE. THROUGH THIS PROGRAM, STUDENTS IN THE ACCOUNTING FIELD AND BUSINESS PROFESSORS ARE SENT TO ALL CVRF COMMUNITIES TO PROVIDE TAX PREPARATION ASSISTANCE AT NO COST TO RESIDENTS.POLLOCK PROVIDES(R) HEATING OIL PROGRAM - HEATING OIL IS PROVIDED TO COMMUNITY MEMBERS DURING THE WINTER AND SPRING MONTHS TO OFFSET INCREASINGLY HIGH FUEL COSTS. POLLOCK PROVIDES(R) IS A COMPANY TRADEMARK THAT ENCOMPASSES MANY OF CVRF'S COMMUNITY PROGRAMS AND SERVICES.ELDER ASSISTANCE PROGRAM - THIS PROGRAM ASSISTS ELDERS IN CVRF'S MEMBER COMMUNITIES WITH THE HIGH COST OF LIVING BY PROVIDING FUNDING FOR EXPENSES SUCH AS HEATING OIL, ELECTRICITY, WATER AND SEWER, GASOLINE, MOTOR OIL, AND GROCERIES.FUNERAL ASSISTANCE - THIS PROGRAM IS DESIGNED TO PROVIDE COMMUNITY MEMBERS WITH ASSISTANCE IN FUNERAL AND BURIAL COSTS IN THE COMMUNITIES.CONSTRUCTION - THIS PROGRAM IS DESIGNED TO PROVIDE COMMUNITY ASSISTANCE FOR AFFORDABLE HOUSING AND IMPROVEMENT OF CRITICAL INFRASTRUCTURE. THE PROGRAM IS WORKING TO DEVELOP COMMUNITY CAPACITY THROUGH HIRING AND TRAINING QUALIFIED PERSONNEL TO PERFORM CONSTRUCTION ACTIVITIES, TO PROVIDE DOWN-PAYMENTASSISTANCE, TO PROVIDE CONSULTATION AND COORDINATION WITH HOUSING LENDERS, BIA AND OTHER LOW-INCOME HOUSING PROGRAM PROVIDERS. AFFORDABLE HOUSING UNITS WILL BE SOLD TO QUALIFYING COMMUNITY MEMBERS WITH HOUSING SALES PROCEEDS ROLLINGBACK INTO THE PROGRAM. THE PROGRAM WILL ALSO CONDUCT CONSTRUCTION AND MAINTENANCE OF OTHER CRITICAL INFRASTRUCTURE, SUCH AS BOARDWALKS, COMMUNITY CENTERS, AND OTHER FACILITIES WITHIN THE COMMUNITIES.4-SITE (PROGRAM #6):THE 4-SITE PROGRAM WAS ESTABLISHED IN 1993. IT IS AIMED AT PROVIDING LONG-TERM ECONOMIC AND SOCIAL DEVELOPMENT IN OUR MEMBER COMMUNITIES BY PROVIDING SCHOLARSHIPS, INTERNSHIPS, TRAINING, AND EMPLOYMENT.CDQ CONTRACT & QUOTA MANAGEMENT (PROGRAM #8):CDQ CONTRACT AND QUOTA MANAGEMENT CVRF IS INCREASINGLY LEASING ITS CDQ QUOTA TO WHOLLY-OWNED SUBSIDIARIES AND HAS ACQUIRED SIGNIFICANT ADDITIONAL QUOTA (NONCDQ) IN THE MAJOR BERING SEA FISHERIES. THE QUOTA MANAGEMENT TEAM MONITORS THE HARVEST OF ALL CDQ ALLOCATIONS THROUGHOUT THE YEAR, AND COORDINATES WITH FISHING VESSELS AND/OR HARVESTING PARTNERS TO MAXIMIZE THE HARVEST OF CVRF'S CDQ QUOTA. 2198124 1047024 46612524 0 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 1 137 0 1 1037 1 1 1 0 0 0 0 0 0 0 X 20 6 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 1 0 AK X MICHELLE DREW 9076446552 711 H STREET STE 200 ANCHORAGE AK 99501 ANTHONY ISADORE BOARD MEMBER 2.75 0.25 X 23200 0 0 BEEBE CARLIE BOARD MEMBER 2.75 0.25 X 23025 0 0 CHANAR ALEXIE BOARD MEMBER 2.75 0.25 X 23550 0 0 CHARLES LISA BOARD MEMBER 2.75 0.25 X 23200 0 0 CHUCKWUK GEORGE BOARD MEMBER 2.75 0.25 X 25950 0 0 EVAN EVAN BOARD MEMBER 2.75 0.25 X 24750 0 0 HUNTER LARSON BOARD MEMBER, PRESIDENT 2.75 0.25 X X 107125 0 0 IVON JERRY BOARD MEMBER 2.75 0.25 X 23200 0 0 JUNG RICHARD BOARD MEMBER, VICE PRESIDENT 2.75 0.25 X X 45175 0 0 KANRILAK ALMA BOARD MEMBER 2.75 0.25 X 23200 0 0 KIUNYA ANDREW BOARD MEMBER 2.75 0.25 X 23200 0 0 LARSON JACKIE BOARD MEMBER 2.75 0.25 X 22500 0 0 MATTHEW JOHN BOARD MEMBER 2.75 0.25 X 23200 0 0 OLICK GABRIEL BOARD MEMBER, TREASURER 2.75 0.25 X X 31625 0 0 OLSON SR ERIC BOARD MEMBER 2.75 0.25 X 21625 0 0 PANRUK ROBERT BOARD MEMBER 2.75 0.25 X 23200 0 0 SAMUEL JOHN BOARD MEMBER, SECRETARY 2.75 0.25 X X 31975 0 0 STEVEN NICHOLAI BOARD MEMBER 2.75 0.25 X 23200 0 0 ULROAN ALFRED BOARD MEMBER 2.75 0.25 X 23200 0 0 WILLIAMS ALBERT BOARD MEMBER 2.75 0.25 X 25275 0 0 DEAKIN ERIC CHIEF EXECUTIVE OFFICER 39.00 1.00 X 403464 0 44002 DREW MICHELLE CHIEF FINANCIAL OFFICER 39.00 1.00 X 329725 0 17658 TSUKADA RYUICHI CHIEF OPERATIONS OFFICER 32.00 8.00 X 212610 0 29938 COLEMAN MICHAEL BERING SEA OPERATIONS GM 40.00 X 316483 0 46641 EGAAS JAMES CAPTAIN 40.00 X 268807 0 51630 ESPINOZA JORGE CHIEF ENGINEER 40.00 X 299752 0 22127 HINDERMANN THOMAS CHIEF ENGINEER 40.00 X 224030 0 23674 REINES JOHN CHIEF ENGINEER 40.00 X 162657 0 17609 ROSENBERGER LORENA LOGISTICS MANAGER 40.00 X 236874 0 25090 RUMMERY JOHN GENERAL MANAGER 39.00 1.00 X 246163 0 29217 SOUZA NICHOLAS DIRECTOR OF SALES & MARKETING 40.00 X 244907 0 44659 VELASCO SAUVEUR CAPTAIN 40.00 X 270332 0 33368 DIAZ-DIAZ FRANCISCO FIRST MATE 40.00 X 234682 0 34310 HARRELL CHRISTOPHER GENERAL COUNSEL 40.00 X 286738 0 40210 JORNADAL NINO FACTORY TECHNICIAN 40.00 X 188568 0 0 STRANDBERG FARIBA DIRECTOR OF FINANCE 40.00 X 230375 0 11269 ZUNIGA AGUERO RUBEN BAADER TECHNICIAN-LEAD 40.00 X 202734 0 28753 4950276 0 500155 58 0 1 0 NAKAMURA (USA) INC 600 UNIVERSITY ST SEATTLE WA 98101 SHIPPING 4793894 PETRO STAR INC PO BOX 240128 ANCHORAGE AK 99524 OFFLOADING SERVICE 3745718 COASTAL TRANSPORTATION INC 4025 13TH AVE W SEATTLE WA 981191350 SHIPPING 2250401 FLS DBA KLOOSTERBOER INTERNATIONAL FORWA 2025 FIRST AVENUE SUITE 1205 SEATTLE WA 98121 SHIPPING 481953 UNION PACIFIC RAILROAD CO PO BOX 843465 DALLAS TX 752843465 SHIPPING 429361 24 828135 157000 985135 EARNINGS IN BSAIP, LLC 110000 1920782 1954530 -33748 EARNINGS IN PHOENIX PROCESSOR, LP 110000 1521963 1521963 EARNINGS IN NA'-NUK, LP 110000 -209304 -225122 15818 EARNINGS IN BSAIV, LLC 110000 -608767 -583214 -25553 2624674 968896 968896 2939974 2939974 1503249 2665081 -1161832 -1161832 -1161832 203735 -203735 -203735 -203735 94550509 49846324 44704185 43710155 994030 OTHER REVENUE 900099 1529700 1529700 MANAGEMENT FEE INCOME 900099 832763 832763 TENDERING SERVICE REVENUE 900099 758155 758155 756762 756762 3877380 54734677 50255692 950547 2543303 432951 432951 2017949 2017949 4192791 2564019 1628772 7747305 4554384 3192921 425673 210061 215612 290045 152794 137251 943177 605233 337944 28698 23640 5058 271782 2000 269782 194480 194480 1676514 642001 1034513 10113 7266 2847 68866 60436 8430 852579 223184 629395 994839 899024 95815 1105361 678801 426560 131440 116371 15069 2260233 2244512 15721 7965133 7900974 64159 5480484 4703107 777377 FREIGHT 8119045 8108436 10609 VESSEL OPERATIONS 6582516 6582516 SUPPLIES 2120279 2112840 7439 FISHERIES SUPPORT 1288664 1288664 481361 481361 55682278 46612524 9069754 0 7916423 8099044 17708571 13252756 8666127 13663247 7877975 8094800 6865045 7600217 4033117 3583312 192906613 117476138 80671948 75430475 38371407 39172695 167899033 168646813 1226842 2482288 341236488 340025647 15289502 13329384 126824 143225 36731423 40252671 1089288 1309863 53237037 55035143 X 287999451 284990504 287999451 284990504 341236488 340025647 X -947601 -2061346 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16385241 16385241 8000341 4251951 3748390 3218077 2210789 1007288 18008861 14513433 3495428 147294093 96499965 50794128 75430475 INVESTMENT IN SUBSIDIARIES 39172695 F 39172695 INDIVIDUAL FISHING QUOTAS 168646813 F 168646813 SECURITY DEPOSITS 743683 CAPITAL LEASE 566180 1309863 1 CQS1 LLC 711 H ST SUITE 200 ANCHORAGE AK 99501 861799959 156000 0 COMMUNITY DEVELOPMENT CQS2 LLC 711 H ST SUITE 200 ANCHORAGE AK 99501 862321690 84000 0 COMMUNITY DEVELOPMENT CQS4 LLC 711 H ST SUITE 200 ANCHORAGE AK 99501 862350073 75000 0 COMMUNITY DEVELOPMENT CQS3 LLC 711 H ST SUITE 200 ANCHORAGE AK 99501 862295269 73000 0 COMMUNITY DEVELOPMENT SEASHARE 600 ERICKSEN AVE NE SUITE 310 BAINBRIDGE ISLAND WA 98110 911641242 0 30688 FMV FROZEN FISH COMMUNITY DEVELOPMENT ALASKA SCHOOL ACTIVITIES ASSOCIATION INC 4048 LAUREL ST ANCHORAGE AK 99508 920116510 501(C)(3) 7500 0 COMMUNITY DEVELOPMENT 1 5 PEOPLE PROPEL 283 909565 HEATING OIL 2152 302524 COST HEATING OIL PROVIDED TO HOUSEHOLDS IN THE COMMUNITIES AS LONG AS THEY OPT INTO THE PROGRAM AND PICKUP THEIR HEATING OIL. ELDER PROGRAM 864 282265 COST ELDERS IN THE COMMUNITIES ARE PROVIDED ADDITIONAL HEATING OIL. SCHOLARSHIPS 42 147200 TAX ASSISTANCE 2059 107000 SHOP CERTIFICATES 804 98009 FUNERAL ASSISTANCE 100 79719 HOME OWNERSHIP SUBSIDY 1 75000 EMERGENCY FISH 249 16667 COST DELIVERY OF SEAFOOD PRODUCT TO COMMUNITY MEMBERS. PART I, LINE 2: RECIPIENTS MUST SIGN AN AGREEMENT THAT THE MONEY WILL ONLY BE USED FOR THE STATED PURPOSE. ALL SCHOLARSHIP MONEY IS DIRECTLY PAID TO THE UNIVERSITIES AND NOT THE STUDENT. PEOPLE PROPEL SUBSIDIES ARE PAID DIRECTLY TO VENDORS AND NOT THE INDIVIDUAL. HOME OWNERSHIP SUBSIDIES ARE PAID TO THE CONSTRUCTION CONTRACTOR OR ESCROW AGENT AT CLOSING, NOT PAID TO THE INDIVIDUAL. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 DEAKIN ERIC CHIEF EXECUTIVE OFFICER 403464 0 0 0 0 0 12958 0 31044 0 447466 0 0 0 COLEMAN MICHAEL BERING SEA OPERATIONS GM 316483 0 0 0 0 0 15461 0 31180 0 363124 0 0 0 DREW MICHELLE CHIEF FINANCIAL OFFICER 329725 0 0 0 0 0 16278 0 1380 0 347383 0 0 0 HARRELL CHRISTOPHER GENERAL COUNSEL 286738 0 0 0 0 0 13750 0 26460 0 326948 0 0 0 ESPINOZA JORGE CHIEF ENGINEER 299752 0 0 0 0 0 9707 0 12420 0 321879 0 0 0 EGAAS JAMES CAPTAIN 268807 0 0 0 0 0 14186 0 37444 0 320437 0 0 0 VELASCO SAUVEUR CAPTAIN 270332 0 0 0 0 0 13517 0 19851 0 303700 0 0 0 SOUZA NICHOLAS DIRECTOR OF SALES & MARKETING 244907 0 0 0 0 0 12775 0 31884 0 289566 0 0 0 RUMMERY JOHN GENERAL MANAGER 246163 0 0 0 0 0 8157 0 21060 0 275380 0 0 0 DIAZ-DIAZ FRANCISCO FIRST MATE 234682 0 0 0 0 0 9530 0 24780 0 268992 0 0 0 ROSENBERGER LORENA LOGISTICS MANAGER 236874 0 0 0 0 0 12010 0 13080 0 261964 0 0 0 HINDERMANN THOMAS CHIEF ENGINEER 224030 0 0 0 0 0 11759 0 11915 0 247704 0 0 0 TSUKADA RYUICHI CHIEF OPERATIONS OFFICER 212610 0 0 0 0 0 8878 0 21060 0 242548 0 0 0 STRANDBERG FARIBA DIRECTOR OF FINANCE 230375 0 0 0 0 0 10549 0 720 0 241644 0 0 0 ZUNIGA AGUERO RUBEN BAADER TECHNICIAN-LEAD 202734 0 0 0 0 0 7693 0 21060 0 231487 0 0 0 JORNADAL NINO FACTORY TECHNICIAN 188568 0 0 0 0 0 0 0 0 0 188568 0 0 0 REINES JOHN CHIEF ENGINEER 162657 0 0 0 0 0 6199 0 11410 0 180266 0 0 0 PART I, LINE 1B CVRF OCCASIONALLY CHARTERS FLIGHTS TO VILLAGES, SOME VERY REMOTE, TO TRANSPORT BOARD MEMBERS. THIS IS NOT REPORTED AS TAXABLE INCOME TO THE INDIVIDUALS TRAVELING AS THE TRAVEL IS RELATED TO CVRF'S MISSION FOR KEY EMPLOYEES OR OTHER STAFF TO TRAVEL TO THESE LOCATIONS. ETHAN WILLIAMS SON OF BOARD MEMBER ALBERT WILLIAMS 2000 SCHOLARSHIP EDUCATION MATTHEW PANRUK SIBLING OF BOARD MEMBER ROBERT PANRUK 332 PEOPLE PROPEL EQUIPMENT PURCHASE SANUEL ULROAN SIBLING OF BOARD MEMBER ALRED ULROAN 5882 PEOPLE PROPEL EQUIPMENT PURCHASE ANNA CHUCKWUK WIFE OF BOARD MEMBER GEORGE CHUCKWUK 926 PEOPLE PROPEL EQUIPMENT PURCHASE GARY OTTO SIBLING OF BOARD MEMBER JERRY IVON 3520 PEOPLE PROPEL EQUIPMENT PURCHASE LILLIAN KIUNYA WIFE OF BOARD MEMBER ANDREW KIUNYA 3895 PEOPLE PROPEL EQUIPMENT PURCHASE JEFFERY CHARLES HUSBAND OF BOARD MEMBER LISA CHARLES 5889 PEOPLE PROPEL EQUIPMENT PURCHASE NICHOLAI STEVEN BOARD MEMBER 333 PEOPLE PROPEL EQUIPMENT PURCHASE ALICE HUNTER WIFE OF BOARD MEMBER LARSON HUNTER 5205 PEOPLE PROPEL EQUIPMENT PURCHASE GEORGE SMITH FATHER IN LAW OF BOARD MEMBER LARSON HUNTER 139256 EMPLOYEE COMPENSATION 0 MARITA STEVENS DAUGHTER IN LAW OF BOARD MEMBER NICHALAI STEVEN 22809 EMPLOYEE COMPENSATION 0 GRETCHEN WILLIAMS DAUGHTER OF BOARD MEMBER ALBERT WILLIAMS 68044 EMPLOYEE COMPENSATION 0 AMANDA SHAVINGS DAUGHTER OF BOARD MEMBER ALBERT WILLIAMS 43442 EMPLOYEE COMPENSATION 0 THERESA KIOKUN DAUGHTER OF BOARD MEMBER ALBERT WILLIAMS 25572 EMPLOYEE COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 2 SEE SCHEDULE L. FORM 990, PART VI, SECTION A, LINE 6 CVRF HAS 20 MEMBER COMMUNITIES AS IDENTIFIED IN SECTION 305(I)(1)(D)(IV) OF THE MAGNUSON-STEVENS FISHERY CONSERVATION AND MANAGEMENT ACT. FORM 990, PART VI, SECTION A, LINE 7A THERE IS ONE BOARD MEMBER FROM EACH OF THE 20 COMMUNITIES. WHEN COMMUNITIES' ELECTED OFFICIAL'S 6-YEAR TERM IS ENDING, THE COMMUNITIES' CITY OR TRIBAL COUNCIL HOLDS AN ELECTION AT LEAST 10 DAYS PRIOR TO THE ANNUAL MEETING OR AS SOON AS REASONABLY POSSIBLE FOLLOWING AN UNPLANNED BOARD DEPARTURE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY BAKER TILLY AND REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE CONTROLLER. THE CHIEF FINANCIAL OFFICER WILL APPROVE AND SIGN THE FINAL FORM 990. FORM 990, PART VI, SECTION B, LINE 12C UPON HIRE, OR ELECTION, ALL EMPLOYEES AND BOARD MEMBERS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY STATEMENT. NEW BOARD MEMBERS ARE PROVIDED AN ON-BOARDING ORIENTATION THAT CLEARLY HIGHLIGHTS THE POLICY. ANNUALLY, THE BOARD COMPLETES A WRITTEN CONFLICT OF INTEREST RENEWAL STATEMENT, AS WELL AS RELATED PARTY/NEPOTISM STATEMENTS. FORMS SUBMITTED ARE REVIEWED BY THE EXECUTIVE STAFF AND BOARD SECRETARY AND ANY CONFLICTS DISCLOSED AT THAT TIME WOULD BE COMMUNICATED TO THE BOARD CHAIR FOR RESOLUTION. PERIODICALLY, THROUGHOUT THE YEAR, THE BOARD MEMBERS ARE REMINDED OF CONFLICT OF INTEREST VIA VERBAL COMMUNICATIONS DURING BOARD MEETINGS RELATIVE TO VARIOUS AGENDA ITEMS. GIVEN THE CULTURAL AND GEOGRAPHIC MAKEUP OF OUR BOARD AND RESIDENT POPULATION, IT IS VERY RARE TO HAVE FINANCIAL OR OTHER INVESTMENT CONFLICTS; HOWEVER IT IS VERY COMMON TO HAVE RELATED PARTY TRANSACTIONS OR FAMILY PARTICIPATION IN EMPLOYMENT, COMPENSATION AND BONUSES. THESE CONFLICTS ARE DISCLOSED VERBALLY DURING THE MEETINGS AND ANNUALLY THROUGH THE RELATED PARTY STATEMENTS. GENERALLY, THE BOARD CHAIRMAN, WITH THE ADVICE OF MANAGEMENT AND/OR LEGAL COUNSEL, AS NECESSARY, DECIDES WHETHER OR NOT THE CONFLICT IS SUFFICIENT TO PRECLUDE THE MEMBER FROM DISCUSSION, DELIBERATION, OR VOTING. IF THE CONFLICT IS DEEMED MATERIAL OR SELF-SERVICE THE BOARD MEMBER IS EXCLUDED. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS COMPLETES A PERFORMANCE EVALUATION FOR THE EXECUTIVE DIRECTOR. ADDITIONALLY, AN INDEPENDENT THIRD PARTY PERFORMS A COMPENSATION ANALYSIS FOR THE EXECUTIVE DIRECTOR ON A PERIODIC BASIS TO ENSURE THAT PAY IS REASONABLE AND IN LINE WITH MARKET CONDITIONS. THE COMPENSATION ANALYSIS, AS WELL AS THE EXECUTIVE DIRECTOR'S OVERALL PERFORMANCE, IS REVIEWED BY THE EXECUTIVE COMMITTEE. DELIBERATION OF AND DECISIONS REGARDING THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION ARE RECORDED IN THE BOARD MINUTES. THIS PROCESS WAS LAST COMPLETED IN 2024. ANNUALLY, SELF EVALUATIONS ARE CONDUCTED AND THEN AN EVALUATION IS PREPARED BY THE EMPLOYEE'S MANAGER. AN INDEPENDENT THIRD PARTY PERFORMS A COMPENSATION ANALYSIS FOR ALL EXECUTIVE STAFF, INCLUDING ALL OFFICERS, ON A PERIODIC BASIS TO ENSURE THAT PAY IS REASONABLE AND IN LINE WITH MARKET CONDITIONS. THE COMPENSATION ANALYSIS IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. REVIEW OF THE COMPENSATION ANALYSIS IS RECORDED CONTEMPORANEOUSLY IN THE BOARD MINUTES. COMPENSATION FOR EXECUTIVE STAFF IS APPROVED BY THE EMPLOYEE'S MANAGER. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE COMPANY'S ANNUAL REPORT, WHICH IS POSTED ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE PROVIDED TO EACH OF OUR 20 COMMUNITY SUPPORT CENTERS AND PROVIDED TO THE PUBLIC IN THAT COMMUNITY UPON REQUEST. FORM 990, PART XI, LINE 9: INVESTMENT INCOME -1,521,963. COASTAL VILLAGES ENTERPRISES, INC. 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