2020-05-01T10:35:52-05:00 2019-06-30 BKD LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990 2018-07-01 741185725 Texas A & M University 12th Man Foundation % KATHLEEN CURNUTT TEXA 9798468892 PO Box 2800 College Station TX 778412800 KATHLEEN CURNUTT VP OF FINANCE 9798468892 2020-05-15 true John W Steffes P00186434 7134994600 167.68.126.162 76915820201225000000 2020-05-01 P 98165EB03EC5112B1836F2786C2EFB28538CB06E 9B4BF95A0E01F8835F3270813C1E707D77840E68 2018 2020-11-06 18:47:13Z KATHLEEN CURNUTT PO Box 2800 College Station TX 778412800 139294345 false X 12THMANFOUNDATION.COM X 1950 TX The 12th Man Foundations mission is to fund scholarships, programs and facilities in support of championship athletics at Texas A&M. 15 15 298 18 0 0 61040846 59616581 0 0 -992029 2272648 2126658 3493783 62175475 65383012 74848567 71517085 0 0 4639491 5256690 0 0 5242979 12321036 10249446 91809094 87023221 -29633619 -21640209 253118090 236905546 4725747 5017299 248392343 231888247 Enhance Texas A&Ms athletic success by funding scholarships, programs and facilities in support of championship athletics; Serve as the official ticket provider for Texas A&M Athletics; Provide industry-leading service for existing and prospective donors false false 71517085 71517085 Contributions made to or for the benefit of Texas A&M University to provide scholarships to student athletes and additional support for programs and facilities. 5585695 The 12th Man Foundation serves as the official ticket provider for Texas A&M Athletics. In addition, the Foundation provides industry-leading service for existing and prospective donors. All costs associated with ticket operations and premium services are considered program service expenses. 77102780 true true false false false false false false false true true true false false false false true false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 28 0 true 298 true false false false false true true true true false false false false false false X 15 15 false false false false true true false true true false false true true true true true true true true false X KATHLEEN CURNUTT 9798468892 756 HOUSTON STREET COLLEGE STATION TX 77843 X CINDY TAYLOR IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 MONTY DAVIS BOARD CHAIR 1.0 0.0 X X 0 0 0 DAVID DUNLAP CHAIR ELECT 1.0 0.0 X X 0 0 0 BOYD CHERRY TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER COOPER TRUSTEE 1.0 0.0 X 0 0 0 ROBERT DENNIS TRUSTEE 1.0 0.0 X 0 0 0 JAY GRAHAM TRUSTEE 1.0 0.0 X 0 0 0 RANDALL HALE TRUSTEE 1.0 0.0 X 0 0 0 DARRYL HEATH TRUSTEE 1.0 0.0 X 0 0 0 RAY HUFFINES TRUSTEE 1.0 0.0 X 0 0 0 JACK LAFIELD TRUSTEE 1.0 0.0 X 0 0 0 KEVIN MCDONALD TRUSTEE 1.0 0.0 X 0 0 0 DON MEYER TRUSTEE 1.0 0.0 X 0 0 0 WAYNE ROBERTS TRUSTEE 1.0 0.0 X 0 0 0 JOE WRIGHT TRUSTEE 1.0 0.0 X 0 0 0 FROSTY GILLIAM PAST CHAIR 1.0 0.0 X X 0 0 0 JOHN SCHILLER TRUSTEE 1.0 0.0 X 0 0 0 HENRY PAUP TRUSTEE 1.0 0.0 X 0 0 0 TRAVIS DABNEY PRESIDENT, CEO, EX-OFFICIO 40.0 0.0 X 293672 0 54636 RANDEL HOWARD SVP - FINANCE 40.0 0.0 X 208849 0 38831 CAROLE DOLLINS SVP - TICKETING 40.0 0.0 X 157311 0 31729 WALTER BULLARD SVP - MAJOR GIFTS 40.0 0.0 X 168062 0 34616 JACOB GREEN VP - MAJOR GIFTS 40.0 0.0 X 158721 0 29825 MICHAEL SOLOMON SVP - ANNUAL FUND & DONOR SVCS 40.0 0.0 X 127418 0 29406 CLINT DEMPSEY VP - MAJOR GIFTS 40.0 0.0 X 130568 0 27992 KELLY CORCORAN VP - MAJOR GIFTS 40.0 0.0 X 133508 0 29598 AMY JOYCE VP-BUSINESS INTELL.&TECH SVCS 40.0 0.0 X 113149 0 24982 1491258 0 301615 9 false true false PACIOLAN INC PO BOX 824841 PHILADELPHIA PA 191824841 SOFTWARE SERVICES 183241 COVENANT TECHNOLOGY SERVICES 4900 WOODWAY STE 520 HOUSTON TX 77056 CONSULTING SERVICES 493714 NORTON ROSE FULLBRIGHT US LLP PO BOX 844284 DALLAS TX 752844284 LEGAL SERVICES 386236 CONSOLIDATED PRINTING P O BOX 55173 LITTLE ROCK AR 72215 PRINTING SERVICES 261058 LEARFIELD COMMUNICATIONS LLC PO BOX 843038 KANSAS CITY MO 641843038 ADVERTISING 180000 8 8800 59607781 2162522 59616581 0 902691 902691 0 0 0 0 0 75281290 73822573 88760 1458717 -88760 1369957 1369957 0 0 0 0 0 0 0 0 0 TICKET HANDLING REVENUE 900099 3082464 3082464 Lettermen's Club Income 900099 205497 205497 All Other Misc Revenue 900099 205822 205822 3493783 65383012 5766431 71517085 71517085 0 0 0 1176252 464481 311382 400389 0 3248819 1294183 854865 1099771 276237 99835 80008 96394 263713 114668 55493 93552 291669 124241 65544 101884 0 260658 260658 68061 68061 0 0 904016 904016 118041 63667 22595 31779 821704 526841 15675 279188 178221 51307 47388 79526 1177030 56499 1088125 32406 0 93157 34622 54055 4480 218697 110455 36121 72121 0 85467 32496 34466 18505 0 0 391576 134201 187805 69570 147030 147030 DONOR EXPENSES 1687149 1425382 27667 234100 Credit Card Fees/Ticket Proces 1207675 562693 195 644787 Catering 810096 474911 26565 308620 BAD DEBT EXPENSE 666375 666375 1414493 15213 389748 1009532 87023221 77102780 4677462 5242979 0 0 24250853 73518835 43786010 40911961 561 31626 0 0 0 0 0 0 0 0 191380 312710 5707184 2352036 3106374 3355148 66670655 823 115080257 118742443 0 0 0 0 32000 32000 253118090 236905546 3051075 2617700 0 0 1674672 2399599 0 0 0 0 0 0 0 0 0 0 0 0 4725747 5017299 X 46020840 52669485 154724700 128432476 47646803 50786286 248392343 231888247 253118090 236905546 -21640209 5136113 X false true X true false X 78741681 81165264 67516251 61040846 59616581 348080623 0 0 78741681 81165264 67516251 61040846 59616581 348080623 16288239 331792384 1270196 1456666 1630558 1620858 902691 6880969 23586 28164 51750 -3138415 92287 1871369 2063158 3493783 4382182 359395524 0.92320 0.89142 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87464353 3228826 3481651 2450966 537287 91186577 82097272 1321704 7260454 2688231 526846 87464353 71732371 3147492 9953650 2220369 515872 82097272 74697352 2576102 -1754756 3291985 494342 71732371 76497629 3552195 -1338556 3587624 426292 74697352 0.55700 0.44300 false false 3466655 845296 2621359 2240529 1506740 733789 3355148 DEPOSITS WITH TEXAS A&M FDN 118742443 F 118742443 69568693 5136113 5136113 64432580 904016 46416 950432 65383012 86072789 -46416 -46416 86119205 904016 904016 87023221 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS ALL ARE TO SUPPORT THE TEXAS A&M UNIVERSITY ATHLETIC DEPARTMENT AND ARE PRIMARILY FOR SCHOLARSHIPS AND OTHER ACADEMIC SUPPORT. SCHEDULE D, PART XI, LINE 4B RECONCILITATION OF REVENUE PER AUDITED F/S WITH REVENUE PER RETURN REVENUE ON RETURN, NOT ON BOOKS: LOSS OF FIXED ASSETS INCLUDED IN AUDIT EXPENSES $ (88,760) REVENUE OFFSETTING AUDIT EXPENSE 135,176 --------- TOTAL REVENUE ON RETURN, NOT ON BOOKS: $ 46,416 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED F/S WITH EXPENSE PER RETURN EXPENSES ON BOOKS, NOT ON RETURN: LOSS OF FIXED ASSETS INCLUDED IN AUDIT EXPENSES $ 88,760 REVENUE OFFSETTING AUDIT EXPENSE (135,176) --------- TOTAL EXPENSES ON BOOKS, NOT ON RETURN: $ (46,416) SCHEDULE D, PART V REVISED ENDOWMENT FUNDS ENDOWMENT FUND BALANCES AS OF JUNE 30, 2017 AND JUNE 30, 2018, WERE REVISED DUE TO AN IMMATERIAL ERROR CORRECTION RESULTING IN AN INCREASE OF $3,084,724 AND $4,564,624, RESPECTIVELY, FROM THE PREVIOUSLY DISCLOSED AMOUNTS. THIS CORRECTION HAD NO EFFECT ON THE PRIOR YEAR'S NET ASSETS WITH OR WITHOUT DONOR RESTRICTION, OR THE CHANGE IN NET ASSETS. SCHEDULE D, PART X, LINE 2 INCOME TAX LIABILITIES THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. true TEXAS A&M UNIVERSITY PO BOX 30017 COLLEGE STATION TX 77842 746000531 GOVT 71517085 SCHOLARSHIPS & ATHLETICS 1 SCHEDULE I, PART I, LINE 2 MONITORING USE OF GRANT FUNDS IN THE UNITED STATES THE ORGANIZATION EVALUATES AND MONITORS DONEES BASED ON PUBLIC AND PRIVATE DATA. X X true true X X X X false false false false false false false false false TRAVIS DABNEY PRESIDENT, CEO, EX-OFFICIO 243959 0 39000 0 10713 0 45475 0 9161 0 348308 0 0 0 RANDEL HOWARD SVP - FINANCE 180934 0 16497 0 11418 0 31473 0 7358 0 247680 0 0 0 CAROLE DOLLINS SVP - TICKETING 130636 0 16614 0 10061 0 24007 0 7722 0 189040 0 0 0 MICHAEL SOLOMON SVP - ANNUAL FUND & DONOR SVCS 110160 0 13800 0 3458 0 20723 0 8683 0 156824 0 0 0 CLINT DEMPSEY VP - MAJOR GIFTS 116467 0 10711 0 3390 0 20434 0 7558 0 158560 0 0 0 KELLY CORCORAN VP - MAJOR GIFTS 110213 0 11070 0 12225 0 21119 0 8479 0 163106 0 0 0 WALTER BULLARD SVP - MAJOR GIFTS 142957 0 17400 0 7705 0 26006 0 8610 0 202678 0 0 0 JACOB GREEN VP - MAJOR GIFTS 134582 0 15990 0 8149 0 22879 0 6946 0 188546 0 0 0 SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS IS LIMITED TO THE PRESIDENT/CEO AND IS ONLY FOR SPECIAL EVENTS WHERE THEIR SPOUSE IS EXPECTED TO BE THERE TO HELP HOST EVENTS. THE ORGANIZATION PAYS CLUB DUES FOR TRAVIS DABNEY, BRADY BULLARD AND JACOB GREEN IN THE AMOUNT OF $510 PER MONTH PER EMPLOYEE. ALL DUES ARE PAID PROPERLY AND ARE INCLUDED IN FORM W-2 WAGES AS A FRINGE BENEFIT. X 68 2162522 GIFT DATE AVG VALUE false true true SCHEDULE M, PART I, LINE 9, COLUMN (B) THE FOUNDATION RECEIVED 68 NONCASH CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. SCHEDULE M, PART I, LINE 32B THE FOUNDATION ALLOWS DONORS TO CONTRIBUTE STOCKS THROUGH OUTSIDE BROKERAGE AGENCIES INTO A FOUNDATION ACCOUNT. THESE STOCKS ARE THEN SOLD BY THE BROKERAGE AGENCIES AND THE FUNDS ARE TRANSFERRED TO FOUNDATION'S CASH ACCOUNTS. FORM 990, PART VI, SECTION A, LINE 6 ANY FORMER STUDENT OF TEXAS A&M UNIVERSITY OR FRIEND OF THE UNIVERSITY MAKING A FINANCIAL CONTRIBUTION DURING THE RELEVANT MEMBERSHIP YEAR SHALL BE ELIGIBLE TO BECOME A MEMBER OF THE FOUNDATION. THOSE ELIGIBLE FOR MEMBERSHIP SHALL BE APPROVED AND ACCEPTED BY THE FOUNDATION STAFF IN ACCORDANCE WITH CURRENT FOUNDATION POLICIES. THE BOARD OF TRUSTEES MAY, IN ITS SOLE SUBJECTIVE DISCRETION, ESTABLISH AND FROM TIME TO TIME REVISE, AMEND, OR SUPPLEMENT, ONE OR MORE LEVELS OF MEMBERSHIP AND THE QUALIFICATIONS FOR EACH SUCH LEVEL OF MEMBERSHIP, INCLUDING WITHOUT LIMITATION QUALIFICATIONS SUCH AS TOTAL AMOUNT OF LIFETIME GIVING TO THE FOUNDATION, AMOUNT OF A ONE-TIME GIFT TO THE FOUNDATION, OR ANY OTHER CRITERIA DESIGNATED BY THE BOARD OF TRUSTEES. REGARDLESS OF THE LEVEL OF MEMBERSHIP FOR WHICH A MEMBER QUALIFIES, EACH MEMBER SHALL BE ENTITLED TO CAST ONLY ONE VOTE OR SUBMIT ONLY ONE PROXY IN ANY ELECTION CONDUCTED BY THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING WHERE A QUORUM IS PRESENT, WHETHER IN PERSON OR BY PROXY, THE MEMBERSHIP SHALL CONSIDER ALL NOMINATIONS FOR CHAIR-ELECT AND THE NUMBER OF TRUSTEES REQUIRED BY THE BYLAWS, AND SHALL SELECT BY MAJORITY VOTE, EITHER IN PERSON OR THROUGH A PROXY, A CHAIR-ELECT AND THE NEW TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM 990 IS REVIEWED BY BOTH THE PRESIDENT AND SENIOR VICE-PRESIDENT OF FINANCE FOR THE 12TH MAN FOUNDATION WHO REPORT TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C UPON OR BEFORE ELECTION, HIRING OR APPOINTMENT, TRUSTEES AND KEY EMPLOYEES WILL MAKE A FULL, WRITTEN DISCLOSURE OF INTERESTS, RELATIONSHIPS, AND HOLDINGS THAT COULD POTENTIALLY RESULT IN A CONFLICT OF INTEREST. THIS WRITTEN DISCLOSURE WILL BE MADE AVAILABLE TO THE BOARD OF TRUSTEES AND WILL BE KEPT ON FILE. TRUSTEES AND KEY EMPLOYEES AGREE TO UPDATE THE WRITTEN DISCLOSURE AS APPROPRIATE. IN THE COURSE OF MEETINGS OR ACTIVITIES, TRUSTEES AND KEY EMPLOYEES WILL DISCLOSE TO ALL PRESENT ANY INTERESTS IN A TRANSACTION OR DECISION WHERE THEY (INCLUDING THEIR BUSINESS OR OTHER NONPROFIT AFFILIATIONS), FAMILY AND/OR SPOUSE, EMPLOYER, OR CLOSE ASSOCIATES COULD RECEIVE A BENEFIT OR GAIN. AFTER DISCLOSURE, THE TRUSTEE OR KEY EMPLOYEE WILL NOT PARTICIPATE IN THE DISCUSSION OF THE QUESTION NOR VOTE ON THE QUESTION. FORM 990, PART VI, SECTION B, LINES 15A & 15B THE DETERMINATION OF COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES IS DETERMINED BASED ON COMPARISON WITH SEVERAL PARAMETERS: A) INDUSTRY STANDARDS FOR NON-PROFIT ORGANIZATIONS AND ASSOCIATIONS AS REPRESENTED IN INDEPENDENT PUBLICATIONS REVIEWING ORGANIZATIONS OF THIS INDUSTRY; B) PEER REVIEW OF OTHER NON-PROFIT FUNDRAISING ORGANIZATIONS OF SIMILAR STRUCTURE AND DONATION SIZE AT OTHER UNIVERSITIES; C) OTHER NON-PROFIT FUNDRAISING GROUPS AT TEXAS A&M UNIVERSITY AND D) A COMPENSATION MATRIX BASED ON PERFORMANCE VERSUS ESTABLISHED GOALS. FORM 990, PART VI, SECTION C, LINE 19 The organization makes Financial Statements available to the public through its website. The organization does not make governing or conflict of interest documents available to the public.