ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY (EIN 14-1260763)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-15
- IRS object ID
- 202432899349301433
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T10:12:37-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141260763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF THE GRADUATES OF THE | BusinessNameLine1Txt |
| Business Name Line2 | UNITED STATES MILITARY ACADEMY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 8454461500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 698 MILLS ROAD | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10996 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SCHAFFER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8454461500 | PhoneNum |
| Signature | 2024-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-10-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST POINT ASSOC OF GRADUATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK D BIEGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 698 MILLS ROAD | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $351,337,141 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTPOINTAOG.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | FURTHERING THE IDEALS AND WELFARE OF THE USMA AND SUPPORTING AND SERVING ITS GRADUATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 213 | TotalEmployeeCnt |
| Total Volunteers | 71 | TotalVolunteersCnt |
| Total Gross UBI | $942,827 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $203,914 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60,812,184 | PYContributionsGrantsAmt |
| CY Contributions Grants | $83,347,747 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,737,208 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,620,979 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,242,649 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,692,501 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,779,009 | PYOtherRevenueAmt |
| CY Other Revenue | $1,819,877 | CYOtherRevenueAmt |
| PY Total Revenue | $76,571,050 | PYTotalRevenueAmt |
| CY Total Revenue | $89,481,104 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $37,333,428 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,123,290 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,686,406 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,658,611 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,110,930 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,994,178 | PYOtherExpensesAmt |
| CY Other Expenses | $8,374,912 | CYOtherExpensesAmt |
| PY Total Expenses | $57,014,012 | PYTotalExpensesAmt |
| CY Total Expenses | $53,156,813 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,557,038 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $36,324,291 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $618,863,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $718,567,287 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,651,871 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,916,346 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $596,211,319 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $701,650,941 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION IS AN ORGANIZATION DEDICATED TO FURTHERING THE IDEALS AND PROMOTING THE WELFARE OF THE UNITED STATES MILITARY ACADEMY AND SERVING ITS GRADUATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,248,607 | ExpenseAmt |
| Grant | $30,123,290 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS AND FACILITIES: THE ASSOCIATION OF GRADUATES SERVES AS THE FOUNDATION WHICH SECURES PHILANTHROPIC SUPPORT FROM INDIVIDUALS, FOUNDATIONS AND CORPORATIONS TO PROVIDE ADDITIONAL FUNDING SUPPORT TO THE U.S. MILITARY ACADEMY AT WEST POINT ("USMA") AND THE ARMY WEST POINT ATHLETIC ASSOCIATION BASED ON THE NEEDS ESTABLISHED BY USMA SUPERINTENDENT. INCLUDED IN THIS SUPPORT IS FUNDING FOR THE CONSTRUCTION OF FACILITIES AND ENHANCEMENTS TO SUPPORT USMA, A NATIONAL HISTORIC LANDMARK. THESE FUNDS ARE ALSO DIRECTED TOWARDS ACADEMIC PROGRAMS THAT ENRICH THE CADET EXPERIENCE WITH AN ARRAY OF DIVERSE OPPORTUNITIES TO AUGMENT THE CORE CURRICULUM. OVERALL FUNDING, PROVIDED FROM PRIVATE SOURCES, HELPS TO SECURE USMA'S POSITION AS ONE OF THE PREEMINENT COLLEGES IN THE COUNTRY. IN ADDITION, THE ASSOCIATION OF GRADUATES IS THE ALUMNI ASSOCIATION FOR WEST POINT GRADUATES, KNOWN THROUGHOUT HISTORY AS THE "LONG GRAY LINE." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,055,127 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,639,004 | RevenueAmt |
| Desc | ALUMNI SERVICES: THE ASSOCIATION OF GRADUATES IS THE ALUMNI ASSOCIATION FOR THE UNITED STATES MILITARY ACADEMY AT WEST POINT WHOSE GRADUATES ARE KNOWN THROUGHOUT HISTORY AS THE "LONG GRAY LINE." THE ASSOCIATION PROVIDES VARIOUS PROGRAMS, ACTIVITIES, AND SERVICES TO HELP GRADUATES STAY CONNECTED TO EACH OTHER AND THE UNITED STATES MILITARY ACADEMY (USMA). THESE INCLUDE SUPPORT TO OVER 80 GRADUATE CLASSES AND OVER 120 WEST POINT SOCIETIES LOCATED AROUND THE WORLD. AMONG THE SERVICES ARE THE PROVISION OF SOFTWARE PLATFORMS TO SUPPORT THE OPERATIONS OF CLASSES AND SOCIETIES, MEMORIAL SUPPORT FOR FUNERALS AT WEST POINT, GRADUATE EVENTS AND REUNIONS, 50-YEAR CLASS AFFILIATION EVENTS, PROGRAMS TO WELCOME GRADUATES VISITING WEST POINT, GRADUATE INSIDER TOURS AND TRAVEL PROGRAMS, SMART PHONE APPLICATIONS TO FACILITATE GRADUATE CONNECTIONS, CAREER AND TRANSITION SERVICES AND SUICIDE PREVENTION AWARENESS. THE ASSOCIATION ALSO MAINTAINS DETAILED BIOGRAPHICAL AND HISTORICAL RECORDS ON GRADUATES OF USMA, AND IT OPERATES A GIFT SHOP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,639,956 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $118,158 | RevenueAmt |
| Desc | COMMUNICATIONS: DISSEMINATES INFORMATION ON THE CURRENT AND HISTORICAL ACTIVITIES, OBJECTIVES, AND METHODS OF THE UNITED STATES MILITARY ACADEMY TO GRADUATES AND OTHERS THROUGH VARIOUS PUBLICATIONS AND MEDIA TO ENHANCE THE IMAGE OF THE UNITED STATES MILITARY ACADEMY. THIS INCLUDES THE PUBLICATION OF "TAPS", AND THE ASSOCIATION'S QUARTERLY "WEST POINT MAGAZINE" PROVIDED TO OVER 55,000 GRADUATES FREE OF CHARGE, OVER 2,700 SOCIAL MEDIA UPDATES REACHING 96,000 INDIVIDUALS AS WELL AS REGULAR COMMUNICATIONS BY EMAIL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $36,943,690 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 213 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SCHAFFER CFO | PersonNm |
| Phone | 8454461500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 698 MILLS ROAD | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10996 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT A MCDONALD | |||||||||
| CHAIRMAN | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HERMAN E BULLS | |||||||||
| VICE CHAIRMAN | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RONALD L JOHNSON | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CURTIS HARRIS | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS E AYRES | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEIRDRE P DIXON | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FELISA SA LEWIS | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK W HOUSE | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANA J H PITTARD | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT M SAUER | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES C CORRELL | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERICA JEFFRIES PURDO | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEIRN C BROWN JR | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GUY C SWAN | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A GATES | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEOPOLD A QUINTAS | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER CAREY | |||||||||
| DIRECTOR | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD A BROWNE | |||||||||
| PRESIDENT/CEO (UNTIL 7/31/23) | 40.00 | 0.00 | Yes (X) | $399,949 | $0 | $17,721 | |||
| MARK D BIEGER | |||||||||
| PRESIDENT/CEO (AS OF 8/1/23) | 40.00 | 0.00 | Yes (X) | $168,519 | $0 | $1,070 | |||
| PATRICK O ORTLAND | |||||||||
| VICE PRESIDENT & COO | 40.00 | 0.00 | Yes (X) | $224,069 | $0 | $16,461 | |||
| ROBERT SCHAFFER | |||||||||
| VICE PRESIDENT & CFO | 40.00 | 0.00 | Yes (X) | $199,877 | $0 | $41,785 | |||
| KRISTIN SORENSON | |||||||||
| VICE PRESIDENT OF DEVELOPMENT | 40.00 | 0.00 | $312,379 | $0 | $38,796 | Yes (X) | |||
| TERENCE SINKFIELD | |||||||||
| VICE PRESIDENT, ALUMNI SUPPORT | 40.00 | 0.00 | $174,753 | $0 | $24,230 | Yes (X) | |||
| JAYE DONALDSON | |||||||||
| VP, COMMUNICATIONS & MARKETING | 40.00 | 0.00 | $185,232 | $0 | $23,991 | Yes (X) | |||
| MICHAEL WHITE | |||||||||
| SR DIR. MAJOR & LEADERSHIP GIVING | 40.00 | 0.00 | $173,512 | $0 | $31,384 | Yes (X) | |||
| RICHARD FRENCH | |||||||||
| VICE PRESIDENT OF IT | 40.00 | 0.00 | $164,797 | $0 | $12,952 | Yes (X) | |||
| JESSICA KUHLMAN | |||||||||
| SR.DIR DONOR STRATEGY & ANALYTICS | 40.00 | 0.00 | $158,062 | $0 | $38,652 | Yes (X) | |||
| SAMANTHA SOPER | |||||||||
| SR.DIR DONOR RELATIONS & ADV SVCS | 40.00 | 0.00 | $156,179 | $0 | $38,643 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,317,328 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $285,685 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANDRON CONSTRUCTION CORP | |||||
| 21 ANDERSON LANE | GOLDENS BRIDGE | NY | 10526 | CONTRUCTION | $5,355,440 |
| EWING COLE | |||||
| 100 NORTH 6TH STREET | PHILADELPHIA | PA | 19106 | CONTRUCTION | $1,574,489 |
| TURNER CONSTRUCTION COMPANY | |||||
| 66 HUDSON BOULEVARD EAST - 35TH FLO | NEW YORK | NY | 10001 | CONTRUCTION | $722,363 |
| TECTONIC ENGINEERING & SURVEYING | |||||
| PO BOX 37 | MOUNTAINVILLE | NY | 10953 | ENGINEERING | $525,432 |
| SERVPRO OF W DUTCHESS COUNTY & KINGSTON | |||||
| 10A LUMEN LANE | HIGHLAND | NY | 12528 | CLEANUP & RESTORATION | $307,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $83,347,747 | AllOtherContributionsAmt |
| Noncash Contributions | $10,862,425 | NoncashContributionsAmt |
| Total Contributions | $83,347,747 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ALUMNI SERVICES | 561520 | $661,406 | $611,882 | $49,524 |
| ALUMNI EVENTS | 900099 | $599,453 | $599,453 | |
| SPONSORSHIPS | 900099 | $165,264 | $165,264 | |
| PUBLICATION SALES | 513190 | $118,158 | $45,685 | $72,473 |
| CREDIT CARD PROCESSING & OTHER | 900099 | $76,698 | $76,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,620,979 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,974,840 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $820,830 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,154,010 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $715,385 | TotalRevenueColumnAmt |
| Exclusion | $715,385 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $53,091 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,782 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$31,691 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$31,691 | TotalRevenueColumnAmt |
| Exclusion | -$31,691 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $254,162,293 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $260,444,632 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,282,339 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,282,339 | TotalRevenueColumnAmt |
| Exclusion | -$6,282,339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,462,806 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,326,623 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,136,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,136,183 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,481,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,635,165 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $942,827 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,555,365 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,297,709 | TotalAmt |
| Program Services | $29,297,709 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,434 | TotalAmt |
| Program Services | $799,434 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,147 | TotalAmt |
| Program Services | $26,147 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,607,971 | TotalAmt |
| Program Services | $206,465 | ProgramServicesAmt |
| Management And General | $646,097 | ManagementAndGeneralAmt |
| Fundraising | $755,409 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,597,051 | TotalAmt |
| Program Services | $3,469,914 | ProgramServicesAmt |
| Management And General | $1,632,577 | ManagementAndGeneralAmt |
| Fundraising | $5,494,560 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,643 | TotalAmt |
| Program Services | $145,439 | ProgramServicesAmt |
| Management And General | $109,685 | ManagementAndGeneralAmt |
| Fundraising | $301,519 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $907,349 | TotalAmt |
| Program Services | $299,420 | ProgramServicesAmt |
| Management And General | $101,519 | ManagementAndGeneralAmt |
| Fundraising | $506,410 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $989,597 | TotalAmt |
| Program Services | $319,492 | ProgramServicesAmt |
| Management And General | $196,274 | ManagementAndGeneralAmt |
| Fundraising | $473,831 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,299 | TotalAmt |
| Program Services | $8,539 | ProgramServicesAmt |
| Management And General | $110,763 | ManagementAndGeneralAmt |
| Fundraising | $1,997 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,033 | TotalAmt |
| Management And General | $76,033 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,717 | TotalAmt |
| Management And General | $565,717 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,569 | TotalAmt |
| Program Services | $220,123 | ProgramServicesAmt |
| Management And General | $272,611 | ManagementAndGeneralAmt |
| Fundraising | $227,835 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,074 | TotalAmt |
| Program Services | $37,267 | ProgramServicesAmt |
| Management And General | $802 | ManagementAndGeneralAmt |
| Fundraising | $1,005 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,014,229 | TotalAmt |
| Program Services | $805,259 | ProgramServicesAmt |
| Management And General | $386,833 | ManagementAndGeneralAmt |
| Fundraising | $822,137 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,740,412 | TotalAmt |
| Program Services | $357,137 | ProgramServicesAmt |
| Management And General | $934,687 | ManagementAndGeneralAmt |
| Fundraising | $448,588 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,233 | TotalAmt |
| Program Services | $42,899 | ProgramServicesAmt |
| Management And General | $3,563 | ManagementAndGeneralAmt |
| Fundraising | $38,771 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,513 | TotalAmt |
| Program Services | $131,711 | ProgramServicesAmt |
| Management And General | $59,005 | ManagementAndGeneralAmt |
| Fundraising | $37,797 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,722 | TotalAmt |
| Program Services | $514,036 | ProgramServicesAmt |
| Management And General | $271,293 | ManagementAndGeneralAmt |
| Fundraising | $677,393 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,645 | TotalAmt |
| Program Services | $26,997 | ProgramServicesAmt |
| Management And General | $548,645 | ManagementAndGeneralAmt |
| Fundraising | $33,003 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,993 | TotalAmt |
| Management And General | $115,993 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DONOR CULTIVATION | $224,165 | $224,165 | ||
| MANUFACTURING & DISTRIB | $182,639 | $182,639 | ||
| EQUIPMENT PURCHASES | $41,019 | $425 | $38,230 | $2,364 |
| SPECIAL PROJECTS | $25,202 | $715 | $78 | $24,409 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,448 | TotalAmt |
| Program Services | $14,755 | ProgramServicesAmt |
| Management And General | $43,323 | ManagementAndGeneralAmt |
| Fundraising | $65,370 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,156,813 | TotalAmt |
| Program Services | $36,943,690 | ProgramServicesAmt |
| Management And General | $6,102,193 | ManagementAndGeneralAmt |
| Fundraising | $10,110,930 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,354,402 | BOYAmt |
| EOY | $8,566,077 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,575,442 | BOYAmt |
| EOY | $46,584,915 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,802 | BOYAmt |
| EOY | $236,637 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,682 | BOYAmt |
| EOY | $684,870 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,528 | BOYAmt |
| EOY | $77,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,053,443 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,100,949 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,680,695 | BOYAmt |
| EOY | $6,952,494 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,234,432 | BOYAmt |
| EOY | $467,778,601 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,995,794 | BOYAmt |
| EOY | $145,834,021 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,370,413 | BOYAmt |
| EOY | $41,852,647 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,863,190 | BOYAmt |
| EOY | $718,567,287 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,969,631 | BOYAmt |
| EOY | $4,026,139 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,660,614 | BOYAmt |
| EOY | $2,473,914 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,992,035 | BOYAmt |
| EOY | $3,141,277 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,029,591 | BOYAmt |
| EOY | $7,275,016 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,651,871 | BOYAmt |
| EOY | $16,916,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,850,249 | BOYAmt |
| EOY | $71,614,859 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,361,070 | BOYAmt |
| EOY | $630,036,082 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,211,319 | BOYAmt |
| EOY | $701,650,941 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,863,190 | BOYAmt |
| EOY | $718,567,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $36,324,291 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $68,342,882 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $772,449 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,172,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,916,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,240,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,812,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,347,747 | CurrentTaxYearAmt |
| Total | $338,489,742 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,172,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,916,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,240,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,812,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,347,747 | CurrentTaxYearAmt |
| Total | $338,489,742 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $47,242,237 | SubstantialContributorsTotAmt |
| Public Support Total170 | $291,247,505 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,129,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,300,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,699,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,544,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,922,487 | CurrentTaxYearAmt |
| Total | $48,596,747 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $261,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $695,592 | CurrentTaxYearAmt |
| Total | $999,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $388,086,380 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $17,195,610 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $367,827,419 | BeginningYearBalanceAmt |
| Contributions | $16,165,726 | ContributionsAmt |
| Investment Earnings Or Losses | $45,513,573 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,383,256 | GrantsOrScholarshipsAmt |
| Other Expenditures | $671,942 | OtherExpendituresAmt |
| End Year Balance | $420,451,520 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $411,435,155 | BeginningYearBalanceAmt |
| Contributions | $12,195,295 | ContributionsAmt |
| Investment Earnings Or Losses | -$57,363,535 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,806,969 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$9,367,473 | OtherExpendituresAmt |
| End Year Balance | $367,827,419 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $339,628,445 | BeginningYearBalanceAmt |
| Contributions | $18,800,315 | ContributionsAmt |
| Investment Earnings Or Losses | $54,067,563 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,527,773 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$4,466,605 | OtherExpendituresAmt |
| End Year Balance | $411,435,155 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $304,272,739 | BeginningYearBalanceAmt |
| Contributions | $6,272,697 | ContributionsAmt |
| Investment Earnings Or Losses | $30,036,865 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,502,909 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$4,549,053 | OtherExpendituresAmt |
| End Year Balance | $339,628,445 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $252,700,217 | BeginningYearBalanceAmt |
| Contributions | $8,773,963 | ContributionsAmt |
| Investment Earnings Or Losses | $44,886,190 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,714,922 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$5,627,291 | OtherExpendituresAmt |
| End Year Balance | $304,272,739 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04840 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $545,114 | InvestmentCostOrOtherBasisAmt |
| Book Value | $545,114 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,542,695 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,434,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,042,906 | DepreciationAmt |
| Book Value | $5,934,132 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,406,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,064,274 | DepreciationAmt |
| Book Value | $342,139 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,124,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,993,769 | DepreciationAmt |
| Book Value | $131,109 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,952,494 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE INVESTMENT TRUST | $27,712 | F |
| OTHER INVESTMENTS | $46,859,515 | F |
| LIMITED PARTNERSHIPS | $98,946,794 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $145,834,021 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SPLIT INTEREST TRUSTS | $41,427,647 |
| OTHER ASSETS | $425,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $41,852,647 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $707,939 |
| REMAINDER TRUSTS | $3,770,494 |
| DUE TO CLASSES | $2,796,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,275,016 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $157,848,844 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $68,342,882 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$565,717 | OtherRevenueAmt |
| Revenue Not Reported | $67,777,165 | RevenueNotReportedAmt |
| Revenue Subtotal | $90,071,679 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$590,575 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$590,575 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $89,481,104 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,002,501 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,411,405 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,411,405 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,591,096 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $565,717 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $565,717 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $53,156,813 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENTS ARE USED IN FURTHERING THE IDEALS AND PROMOTING THE WELFARE OF THE UNITED STATES MILITARY ACADEMY AND ITS GRADUATES. |
| PART X, LINE 2: | THE ASSOCIATION BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE OR DECREASE UNRECOGNIZED TAX EXPENSES OR BENEFITS WITHIN 12 MONTHS OF THE REPORTING DATE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS -565,717. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD -1,326,623. UBI FROM PARTNERSHIP INVESTMENTS 820,830. RENTAL EXPENSES -84,782. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,326,623. RENTAL EXPENSES 84,782. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS 565,717. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $62,940,941 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $1,760,670 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | $26,147 | SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $64,727,758 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $64,727,758 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | RegionTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $26,147 | CashGrantAmt |
| Manner Of Cash Disbursement | EFT/WIRE XFER/CHECK | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ASSOCIATION PROVIDES CERTAIN GRANTS TO CAPTAINS AND MAJORS IN THE ARMY FOR ADVANCED EDUCATION, LANGUAGE, AND CULTURAL IMMERSION NECESSARY FOR UNDERSTANDING AND COMBATING INTERNATIONAL TERRORISM, WHICH IS ONE OF THE CENTERS OF EXCELLENCE AT THE UNITED STATES MILITARY ACADEMY WHERE CADETS RECEIVE TRAINING. PAYMENTS ARE MADE DIRECTLY TO THE SCHOOLS. PROPER USE OF FUNDS IS MONITORED VIA THE STUDENTS' COMPLETION OF THE GRADUATE PROGRAMS. |
| SCHEDULE F, PART IV, LINES 3: | THE INVESTMENTS DID NOT MEET THE THRESHOLDS FOR FILING FORM 5471. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UNITED STATES MILITARY ACADEMY | ||||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | $3,319,585 | $0 | CADET FACLITIES | |||
| UNITED STATES MILITARY ACADEMY | ||||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | $126,791 | $0 | USMA MISC | |||
| UNITED STATES MILITARY ACADEMY | ||||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | $10,503,834 | $11,420 | CADET ACTIVITES | COST | TRAINING | |
| UNITED STATES MILITARY ACADEMY | ||||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | $525,073 | $21,000 | MEMORIAL PROJECTS | COST | MISC | |
| UNITED STATES MILITARY ACADEMY | ||||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | $7,295,590 | $82,275 | CADET EDUCATION | COST | TRAINING | |
| UNITED STATES MILITARY ACADEMY | ||||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | $0 | $194,966 | CADET EDUCATION | COST | TRAVEL/ENT AND MISC | |
| ARMY WEST POINT ATHLETIC ASSOCIATION INC | ||||||||||
| 639 HOWARD ROAD | WEST POINT | NY | 10996 | 474457035 | $7,217,175 | $0 | CADET ACTIVITES | 501(C)(3) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 73 | RecipientCnt |
| Cash Grant | $799,434 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PROVIDES GRANTS TO THE UNITED STATES MILITARY ACADEMY ("USMA"). SINCE THE USMA IS A FEDERAL GOVERNMENT INSTITUTION, THE ASSOCIATION RELIES ON USMA TO MONITOR THE USE OF THESE GRANT FUNDS. CERTAIN SCHOLARSHIPS (PRIMARILY TO PREP SCHOOLS) ARE PROVIDED TO CAREFULLY SELECTED AND HIGHLY MOTIVATED YOUNG PEOPLE SEEKING ADMISSION TO USMA. STUDENTS MUST HAVE ALL QUALIFICATIONS DETERMINED BY THE ADMISSIONS COMMITTEE TO BE CONSIDERED FOR A SCHOLARSHIP. STUDENTS WHO ACCEPT THESE SCHOLARSHIPS MUST PERFORM TO USMA-SET STANDARDS DURING THE SCHOLARSHIP PERIOD TO BE ACCEPTED AT USMA AT THE END OF THE SCHOLARSHIP PERIOD. FURTHER, OTHER GRANTS ARE AWARDED TO CAPTAINS AND MAJORS IN THE REGULAR ARMY FOR ADVANCED EDUCATION, LANGUAGE SKILLS, AND CULTURAL IMMERSION NECESSARY FOR UNDERSTANDING AND COMBATING INTERNATIONAL TERRORISM, WHICH IS ONE OF THE CENTERS OF EXCELLENCE AT THE UNITED STATES MILITARY ACADEMY WHERE CADETS RECEIVE TRAINING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD A BROWNE | ||||||||||||||
| PRESIDENT/CEO (UNTIL 7/31/23) | $242,949 | $0 | $157,000 | $0 | $0 | $0 | $16,023 | $0 | $1,698 | $0 | $417,670 | $0 | $0 | $0 |
| KRISTIN SORENSON | ||||||||||||||
| VICE PRESIDENT OF DEVELOPMENT | $282,379 | $0 | $30,000 | $0 | $0 | $0 | $22,500 | $0 | $16,296 | $0 | $351,175 | $0 | $0 | $0 |
| ROBERT SCHAFFER | ||||||||||||||
| VICE PRESIDENT & CFO | $189,877 | $0 | $10,000 | $0 | $0 | $0 | $15,555 | $0 | $26,230 | $0 | $241,662 | $0 | $0 | $0 |
| PATRICK O ORTLAND | ||||||||||||||
| VICE PRESIDENT & COO | $214,069 | $0 | $10,000 | $0 | $0 | $0 | $16,025 | $0 | $436 | $0 | $240,530 | $0 | $0 | $0 |
| JAYE DONALDSON | ||||||||||||||
| VP, COMMUNICATIONS & MARKETING | $182,232 | $0 | $3,000 | $0 | $0 | $0 | $14,050 | $0 | $9,941 | $0 | $209,223 | $0 | $0 | $0 |
| MICHAEL WHITE | ||||||||||||||
| SR DIR. MAJOR & LEADERSHIP GIVING | $165,005 | $0 | $8,507 | $0 | $0 | $0 | $12,603 | $0 | $18,781 | $0 | $204,896 | $0 | $0 | $0 |
| TERENCE SINKFIELD | ||||||||||||||
| VICE PRESIDENT, ALUMNI SUPPORT | $161,753 | $0 | $13,000 | $0 | $0 | $0 | $5,455 | $0 | $18,775 | $0 | $198,983 | $0 | $0 | $0 |
| JESSICA KUHLMAN | ||||||||||||||
| SR.DIR DONOR STRATEGY & ANALYTICS | $150,021 | $0 | $8,041 | $0 | $0 | $0 | $12,402 | $0 | $26,250 | $0 | $196,714 | $0 | $0 | $0 |
| SAMANTHA SOPER | ||||||||||||||
| SR.DIR DONOR RELATIONS & ADV SVCS | $147,638 | $0 | $8,541 | $0 | $0 | $0 | $12,221 | $0 | $26,422 | $0 | $194,822 | $0 | $0 | $0 |
| RICHARD FRENCH | ||||||||||||||
| VICE PRESIDENT OF IT | $154,797 | $0 | $10,000 | $0 | $0 | $0 | $12,516 | $0 | $436 | $0 | $177,749 | $0 | $0 | $0 |
| MARK D BIEGER | ||||||||||||||
| PRESIDENT/CEO (AS OF 8/1/23) | $134,385 | $0 | $0 | $0 | $34,134 | $0 | $0 | $0 | $1,070 | $0 | $169,589 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | WPAOG ALLOWED THE NEW CEO MARK BIEGER USE OF A WPAOG-OWNED RENTAL PROPERTY(APARTMENT) FOR PERSONAL USE WHILE THE CEO WAS IN THE PROCESS OF MOVING/HOUSE HUNTING (< 1 MONTH). THE VALUE OF THE APARTMENT RENTAL WAS INCLUDED IN THE EMPLOYEE'S TAXABLE COMPENSATION ON THEIR W-2. THE WPAOG GROSSED UP THE CEO'S SALARY TO COVER THE TAX LIABILITY/PAYMENT OF TAXES ON THE USE OF THE APARTMENT AS WELL AS FOR A MOVING ALLOWANCE. MARK BIEGER'S WIFE ALSO OCCASIONALLY ACCOMPANIES HIM ON CERTAIN BUSINESS TRIPS IN ACCORDANCE WITH THE ORGANIZATION'S TRAVEL POLICY. |
| PART I, LINE 7 | THE BOARD HAS THE AUTHORITY TO AWARD THE EXECUTIVE OFFICER WITH A BONUS WHICH IS DEPENDENT UPON HIS PERFORMANCE AND NOT THE FINANCIAL PERFORMANCE OF WPAOG. THE AMOUNT OF THE BONUS TO BE AWARDED IS DECIDED BY THE BOARD, ALTHOUGH THE AMOUNT CANNOT BE ABOVE A SPECIFIC THRESHOLD. THE EXECUTIVE OFFICER AWARDS BONUSES TO THE OTHER OFFICERS AND EMPLOYEES BASED UPON CONTRACTUAL AGREEMENTS AND MERIT. |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,451 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 101 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,261,313 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $270,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TRAVEL & ENT. | 15 | $193,466 | COST |
| Yes (X) | TRAINING ITEMS | 3 | $93,695 | COST |
| Yes (X) | VARIOUS MISC. ITEMS | 5 | $22,500 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ALL LIVING GRADUATES OF THE UNITED STATES MILITARY ACADEMY IN GOOD STANDING QUALIFY AS MEMBERS OF THE ASSOCIATION. THE MEMBERSHIP BODY PRESENTLY APPROXIMATES 55,000 IN NUMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS NOMINATE AND ELECT THE CHAIRMAN, VICE-CHAIRMAN AND THE DIRECTORS OF THE BOARD, ALL OF WHOM CONSTITUTE THE BOARD OF DIRECTORS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | APPROPRIATIONS FROM THE CORPUS OF THE ENDOWMENT REQUIRE APPROVAL OF THE MEMBERSHIP. MEMBERS ALSO VOTE TO RATIFY BY-LAW CHANGES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ACCOUNTING STAFF PREPARES THE INITIAL SCHEDULES TO BE USED BY THE OUTSIDE CPA FIRM FOR PREPARATION OF THE RETURN. THE DRAFTS ARE THEN REVIEWED BY THE ACCOUNTING STAFF AND THE CFO BEFORE A "FINAL" DRAFT IS SENT TO THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE HOLDS A SEPARATE MEETING WITH THE CPA FIRM AND THE CFO TO REVIEW THE ENTIRE DOCUMENT. ONCE REVIEWED AND APPROVED, THE FORM 990 IS SENT TO THE ENTIRE BOARD OF DIRECTORS. SUBSEQUENTLY, THE AUDIT COMMITTEE REPORTS THE REVIEW PROCESS TO THE FULL BOARD, NOTING ITS AGREEMENT WITH THE DOCUMENT, AND ASKS IF THERE ARE ANY QUESTIONS PERTAINING TO THE DOCUMENT THAT WAS DISTRIBUTED TO EACH PERSON. FORM 990 IS FILED WITH THE IRS AFTER THIS PROCESS HAS TAKEN PLACE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE IS A WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO ALL BOARD MEMBERS, VOLUNTEERS AND STAFF. THE POLICY DOCUMENTATION IS DISTRIBUTED ANNUALLY TO EACH PERSON, INCLUDING NEW HIRES. INDIVIDUALS ARE REQUIRED TO RETURN AN ACKNOWLEDGEMENT OF THEIR ACCEPTANCE AND ADHERENCE PROMPTLY TO THE SECRETARY OF THE ORGANIZATION. SITUATIONS INVOLVING ANY POSSIBILITY OF CONFLICT ARE REVIEWED BY THE ETHICS COMMITTEE TO ENSURE THAT ANY RELATED ISSUES ARE PROPERLY DEALT WITH. ANYONE WITH A CONFLICT OF INTEREST MUST RECUSE THEMSELVES FROM PARTICIPATING IN DISCUSSIONS BY THE ETHICS COMMITTEE AND BOARD OF DIRECTORS REGARDING THE MATTER, AS WELL AS FROM ANY RELATED VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2019, WEST POINT ASSOCIATION OF GRADUATES ("WPAOG") UTILIZED AN OUTSIDE HUMAN RESOURCES/COMPENSATION CONSULTANT TO DO A FULL REVIEW OF SALARIES AND PROVIDE FEEDBACK RELATING TO THEIR APPROPRIATENESS RELATIVE TO OUR PARTICULAR MARKET. THIS CONSULTANT ALSO REVIEWED THE SALARIES OF THE PRESIDENT, VICE PRESIDENTS, OTHER OFFICERS AND MOST EMPLOYEES TO ENSURE THAT THEY WERE WITHIN LEVELS CONSISTENT WITH THE MARKET. SENIOR MANAGEMENT CONSIDERS BOTH THE EFFECTS OF INFLATION AND MERIT IN DETERMINING SALARY ADJUSTMENTS. THE COMPENSATION COMMITTEE ALSO REVIEWS THESE SALARIES ANNUALLY TO ENSURE THAT THEY ARE REASONABLE AND IN-LINE WITH THE RELATED MARKET. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT BOARD MEMBERS. THE COMPENSATION COMMITTEE THEN MEETS WITH THE BOARD IN AN EXECUTIVE SESSION, AND THEIR DECISIONS ARE DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | WPAOG'S FINANCIAL STATEMENTS (ANNUAL AUDIT REPORT) AND BYLAWS ARE AVAILABLE ON OUR WEBSITE FOR PUBLIC VIEWING, AND OUR CONFLICT OF INTEREST POLICY IS POSTED TO THE INTERNAL SECTION FOR EMPLOYEES ONLY. THE CONFLICT OF INTEREST POLICY WOULD BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PROVISION FOR UNCOLLECTIBLE PLEDGES 1,593,279. UBI FROM PARTNERSHIP INVESTMENTS -820,830. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| LGL REAL ESTATE FOUNDATION LLC | |||||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | 134265639 | REAL ESTATE HOLDING | DE | $0 | $3,545,817 | ASSOCIATION OF THE GRADUATES OF THE UNITED STATES MILITARY ACADEMY |
| WEST POINT ATHLETICS LLC | |||||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | 320434673 | PROGRAM DESIGN & DEVELOPMENT | NY | $20,322 | $688,277 | ASSOCIATION OF THE GRADUATES OF THE UNITED STATES MILITARY ACADEMY |
| WPAOG-HVP LLC | |||||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | 881599703 | YOUTH PROGRAMS | NY | $0 | $38,572 | ASSOCIATION OF THE GRADUATES OF THE UNITED STATES MILITARY ACADEMY |
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