ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY (EIN 14-1260763)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-23
- IRS object ID
- 201712359349301161
- Schema version
- 2016v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-23T15:42:21-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 Market Street Suite 4500 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | Bldg 698 Herbert Hall Mills Rd | AddressLine1Txt |
| City | West Point | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10996 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Franzino | PersonNm |
| Person Title | VP/CFO | PersonTitleTxt |
| Phone | 8454461500 | PhoneNum |
| Signature | 2017-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julius C Green CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.178.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-22 | IPDt |
| IP Tm | 16:49:13 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D0D8DD59390B7764A3ECE0F40BBFE3618018605 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | TODD A BROWNE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Bldg 698 Herbert Hall Mills Rd | AddressLine1Txt |
| City | West Point | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $186,921,347 | 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 | 126 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $363,378 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $175,348 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,668,915 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,550,040 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,644,213 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,283,372 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,843,241 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,464,808 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,468,880 | PYOtherRevenueAmt |
| CY Other Revenue | $1,504,280 | CYOtherRevenueAmt |
| PY Total Revenue | $48,625,249 | PYTotalRevenueAmt |
| CY Total Revenue | $48,802,500 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,236,578 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,158,662 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,583,217 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,007,145 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $511,484 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $270,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,074,717 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,070,912 | PYOtherExpensesAmt |
| CY Other Expenses | $4,919,431 | CYOtherExpensesAmt |
| PY Total Expenses | $38,402,191 | PYTotalExpensesAmt |
| CY Total Expenses | $56,355,238 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,223,058 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,552,738 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $375,310,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $390,819,768 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,306,579 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,620,885 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $350,004,391 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $354,198,883 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $42,332,392 | ExpenseAmt |
| Grant | $42,158,662 | GrantAmt |
| Desc | Educational and Historical: Provides, to the United States Military Academy, private financial support from individuals, foundations and corporations for the "Margin of Excellence". The Margin of Excellence provides an array of diverse opportunities that add richness to the cadet experience and better prepares them to be the broad-minded, ethical leaders upon whom we all depend. Educational and Historical also comprises activities for the dissemination of information on the history, objectives and methods of the United States Military Academy to include the encouragement of the study of military science and leadership and to enhance its image. Also includes construction and maintenance services for state-of-the-art facilities to support cadet athletics and clubs and enhance the national landmark. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,120,222 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,934,742 | RevenueAmt |
| Desc | Alumni Services: Encompasses activities and services provided for graduates including support to the United States Military Academy Alumni classes and societies, graduate events, career services, the maintenance of detailed biographical and historical records on graduates of the United States Military Academy and includes the operations of the gift shop. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,129,740 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $232,439 | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45,582,354 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 126 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | 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 | 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 | IA | 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 | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | 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 | NY | 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 | OH | 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 | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Franzino VPCFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8454461500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Building 698 Herbert Hall Mills Rd | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Larry R Jordan | ||||||||
| CHAIRman | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ellen W Houlihan | ||||||||
| VICE Chairman | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Stanley J Shipley | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY A SORENSON | ||||||||
| director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| CLYDE A SELLECK | ||||||||
| director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| Darcy G Anderson | ||||||||
| director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| HERMAN E BULLS | ||||||||
| director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| JOhn M Robb | ||||||||
| director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph E DeFrancisco | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| George H Gilmore Jr | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| James A Hoffman | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| William D Rogers | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| Deirdre P Dixon | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| john h northrop | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| kim m campbell | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| James Z Wartski | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| Charles C Correll | ||||||||
| Director | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert L McClure | ||||||||
| President & CEO (Until 6/30/16) | 40.00 | Yes (X) | $248,995 | $0 | $10,993 | |||
| TODD BROWNE | ||||||||
| VP/COO - PRESIDENT/CEO (AS OF 7/1/16) | 40.00 | Yes (X) | $244,667 | $0 | $20,075 | |||
| Darwin Haines | ||||||||
| Vice President & COO (AS OF 12/5/16) | 40.00 | Yes (X) | $7,703 | $0 | $0 | |||
| Carl Moccia | ||||||||
| Vice President & CFO | 40.00 | Yes (X) | $197,380 | $0 | $27,809 | |||
| James Johnston | ||||||||
| Corporate Secretary | 40.00 | Yes (X) | $140,112 | $0 | $11,515 | |||
| Kristin Sorenson | ||||||||
| Vice President of Development | 40.00 | $216,818 | $0 | $24,805 | Yes (X) | |||
| Eugene Corrigan | ||||||||
| President/COO WP Athletics LLC | 40.00 | $300,000 | $0 | $0 | Yes (X) | |||
| Michael White | ||||||||
| Major Gift Officer | 40.00 | $144,848 | $0 | $23,093 | Yes (X) | |||
| Richard Huh | ||||||||
| Vice President, Alumni Support | 40.00 | $126,829 | $0 | $23,261 | Yes (X) | |||
| Elizabeth A Barrett | ||||||||
| Vice President of Communications | 40.00 | $121,673 | $0 | $8,744 | Yes (X) | |||
| Lisa Benitez | ||||||||
| Senior Director Annual Giving | 40.00 | $120,204 | $0 | $11,859 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,869,229 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $162,154 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 |
|---|---|---|---|---|---|
| The Pike Company | |||||
| One Circle Street | Rochester | NY | 14607 | Construction | $8,110,991 |
| Consigli Construction NY LLC | |||||
| 199 West Road Suite 100 | Pleasant Valley | NY | 12569 | Construction | $3,001,757 |
| Steve Feldman Design LLC | |||||
| 4915 St Elmo Ave Suite 304 | Bethesda | MD | 20814 | Design Development | $799,503 |
| Whispering Pines Development Corp | |||||
| PO Box 716 | Vails Gate | NY | 12584 | Construction | $774,378 |
| Blackbaud Inc | |||||
| PO Box 930256 | Atlanta | GA | 31193 | Software Implementation, consulting | $475,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $39,550,040 | AllOtherContributionsAmt |
| Noncash Contributions | $6,502,950 | NoncashContributionsAmt |
| Total Contributions | $39,550,040 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| alumni services | 561520 | $585,531 | $559,726 | $25,805 |
| publication sales | 511190 | $232,439 | $101,713 | $130,726 |
| Alumni Events | 900099 | $192,013 | $192,013 | |
| Credit Card Processing | 900099 | $190,889 | $190,889 | |
| Sponsorships | 900099 | $82,500 | $82,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,283,372 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,196,312 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $206,847 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,989,465 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $620,472 | TotalRevenueColumnAmt |
| Exclusion | $620,472 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $139,410,914 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $137,142,418 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,268,496 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,268,496 | TotalRevenueColumnAmt |
| Exclusion | $2,268,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,860,237 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $976,429 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $883,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $883,808 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,802,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,010,649 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $363,378 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,878,433 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,397,002 | TotalAmt |
| Program Services | $41,397,002 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,177 | TotalAmt |
| Program Services | $658,177 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,483 | TotalAmt |
| Program Services | $103,483 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,125 | TotalAmt |
| Management And General | $650,476 | ManagementAndGeneralAmt |
| Fundraising | $515,649 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,407,603 | TotalAmt |
| Program Services | $1,778,228 | ProgramServicesAmt |
| Management And General | $1,242,128 | ManagementAndGeneralAmt |
| Fundraising | $3,387,247 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,090 | TotalAmt |
| Program Services | $77,791 | ProgramServicesAmt |
| Management And General | $72,655 | ManagementAndGeneralAmt |
| Fundraising | $154,644 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,163 | TotalAmt |
| Program Services | $136,241 | ProgramServicesAmt |
| Management And General | $92,644 | ManagementAndGeneralAmt |
| Fundraising | $297,278 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,164 | TotalAmt |
| Program Services | $158,648 | ProgramServicesAmt |
| Management And General | $157,049 | ManagementAndGeneralAmt |
| Fundraising | $286,467 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,300 | TotalAmt |
| Fundraising | $10,300 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,420 | TotalAmt |
| Management And General | $67,629 | ManagementAndGeneralAmt |
| Fundraising | $18,791 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,020 | TotalAmt |
| Management And General | $49,020 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,000 | TotalAmt |
| Fundraising | $270,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,744 | TotalAmt |
| Management And General | $240,744 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,783 | TotalAmt |
| Program Services | $20,825 | ProgramServicesAmt |
| Management And General | $175,297 | ManagementAndGeneralAmt |
| Fundraising | $84,661 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,753 | TotalAmt |
| Program Services | $3,085 | ProgramServicesAmt |
| Management And General | $375 | ManagementAndGeneralAmt |
| Fundraising | $3,293 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,171,155 | TotalAmt |
| Program Services | $411,540 | ProgramServicesAmt |
| Management And General | $155,139 | ManagementAndGeneralAmt |
| Fundraising | $604,476 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,818 | TotalAmt |
| Program Services | $72,523 | ProgramServicesAmt |
| Management And General | $356,548 | ManagementAndGeneralAmt |
| Fundraising | $82,747 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,387 | TotalAmt |
| Program Services | $20,509 | ProgramServicesAmt |
| Management And General | $83,878 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,439 | TotalAmt |
| Program Services | $27,447 | ProgramServicesAmt |
| Management And General | $86,992 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,272 | TotalAmt |
| Program Services | $214,356 | ProgramServicesAmt |
| Management And General | $118,078 | ManagementAndGeneralAmt |
| Fundraising | $691,838 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,052 | TotalAmt |
| Management And General | $549,052 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,576 | TotalAmt |
| Management And General | $63,576 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Donor cultivation | $399,831 | $3,069 | $32,196 | $364,566 |
| manufacturing & distrib | $137,226 | $137,226 | ||
| Reimbursed costs | $71,400 | $71,400 | ||
| STATE UNRELATED BUSINES | $250 | $250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,005 | TotalAmt |
| Program Services | $290,804 | ProgramServicesAmt |
| Management And General | -$495,559 | ManagementAndGeneralAmt |
| Fundraising | $302,760 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,355,238 | TotalAmt |
| Program Services | $45,582,354 | ProgramServicesAmt |
| Management And General | $3,698,167 | ManagementAndGeneralAmt |
| Fundraising | $7,074,717 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,412,821 | BOYAmt |
| EOY | $5,173,882 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,519,737 | BOYAmt |
| EOY | $20,160,863 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,833 | BOYAmt |
| EOY | $24,963 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,857 | BOYAmt |
| EOY | $406,660 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,366 | BOYAmt |
| EOY | $97,422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,121,240 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,911,940 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,247,946 | BOYAmt |
| EOY | $7,209,300 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,893,378 | BOYAmt |
| EOY | $284,039,885 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,514,098 | BOYAmt |
| EOY | $52,765,298 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,130,934 | BOYAmt |
| EOY | $20,941,495 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,310,970 | BOYAmt |
| EOY | $390,819,768 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,892,719 | BOYAmt |
| EOY | $2,523,542 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,729,369 | BOYAmt |
| EOY | $22,464,156 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,417,416 | BOYAmt |
| EOY | $4,202,024 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,267,075 | BOYAmt |
| EOY | $7,431,163 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,306,579 | BOYAmt |
| EOY | $36,620,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,451,514 | BOYAmt |
| EOY | $36,158,947 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,452,161 | BOYAmt |
| EOY | $147,520,914 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,100,716 | BOYAmt |
| EOY | $170,519,022 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,004,391 | BOYAmt |
| EOY | $354,198,883 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,310,970 | BOYAmt |
| EOY | $390,819,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,552,738 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,645,983 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,101,247 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $47,719,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,981,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,673,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,668,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,550,040 | CurrentTaxYearAmt |
| Total | $208,593,814 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,719,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,981,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,673,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,668,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,550,040 | CurrentTaxYearAmt |
| Total | $208,593,814 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,988,702 | SubstantialContributorsTotAmt |
| Public Support Total170 | $198,605,112 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,372,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,287,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,447,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,246,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,609,937 | CurrentTaxYearAmt |
| Total | $19,962,696 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $293,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,160 | CurrentTaxYearAmt |
| Total | $579,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $229,135,743 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,759,664 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86850 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,742,285 | BeginningYearBalanceAmt |
| Contributions | $8,311,499 | ContributionsAmt |
| Investment Earnings Or Losses | $10,353,793 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,976,656 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$5,474,254 | OtherExpendituresAmt |
| Administrative Expenses | $2,500 | AdministrativeExpensesAmt |
| End Year Balance | $226,902,675 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $198,523,726 | BeginningYearBalanceAmt |
| Contributions | $11,324,199 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,364,732 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,289,226 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$4,550,818 | OtherExpendituresAmt |
| Administrative Expenses | $2,500 | AdministrativeExpensesAmt |
| End Year Balance | $207,742,285 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,055,446 | BeginningYearBalanceAmt |
| Contributions | $10,219,112 | ContributionsAmt |
| Investment Earnings Or Losses | $7,477,810 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,369,057 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,142,915 | OtherExpendituresAmt |
| Administrative Expenses | $2,500 | AdministrativeExpensesAmt |
| End Year Balance | $198,523,726 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,017,738 | BeginningYearBalanceAmt |
| Contributions | $8,428,890 | ContributionsAmt |
| Investment Earnings Or Losses | $26,860,015 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,028,408 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$6,779,711 | OtherExpendituresAmt |
| Administrative Expenses | $2,500 | AdministrativeExpensesAmt |
| End Year Balance | $184,055,446 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,298,344 | BeginningYearBalanceAmt |
| Contributions | $6,263,976 | ContributionsAmt |
| Investment Earnings Or Losses | $12,894,906 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,459,271 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$7,022,283 | OtherExpendituresAmt |
| Administrative Expenses | $2,500 | AdministrativeExpensesAmt |
| End Year Balance | $146,017,738 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04590 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20260 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,273,612 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,356,170 | DepreciationAmt |
| Book Value | $5,917,442 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $956,851 | OtherCostOrOtherBasisAmt |
| Depreciation | $248,452 | DepreciationAmt |
| Book Value | $708,399 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $890,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $307,318 | DepreciationAmt |
| Book Value | $583,459 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,209,300 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $48,161,343 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other InvestmentS | Desc |
| Book Value | $4,603,955 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $52,765,298 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Split interest trusts | Desc |
| Book Value | $20,941,495 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,941,495 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred compensation | $615,603 |
| Remainder trusts | $4,345,997 |
| Due to classes | $2,469,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,431,163 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $59,977,321 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,645,983 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$240,744 | OtherRevenueAmt |
| Revenue Not Reported | $10,405,239 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,572,082 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$769,582 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$769,582 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,802,500 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,782,829 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$331,665 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$331,665 | ExpensesNotReportedAmt |
| Expenses Subtotal | $56,114,494 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $240,744 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $240,744 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $56,355,238 | 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 V, line 1e: This represents transfers of temporarily restricted gifts to permanently restricted endowments to comply with the donors' intent. |
| Part X, Line 2: | The income tax positions taken by the Association for any years open under the various statutes of limitations are that the Association continues to be exempt from income taxes and that the Association earns revenues from certain activities which are considered unrelated business taxable income under the Internal Revenue Code. In both 2016 and 2015, however, unrelated business income (net of applicable expenses) resulted in no material tax expense. The Association believes that there are no other 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. None of the Association's federal or state income tax returns is currently under examination by the Internal Revenue Service ("IRS") or state authorities. |
| Part XI, Line 2d - Other Adjustments: | Investment fees -240,744. |
| Part XI, Line 4b - Other Adjustments: | costs of goods sold -976,429. UBI Gain from Partnership Investments 206,847. |
| Part XII, Line 2d - Other Adjustments: | Cost of Goods Sold 976,429. recovery of uncollectible pledges -1,308,094. |
| Part XII, Line 4b - Other Adjustments: | Investment fees 240,744. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | Investments | $33,606,650 | |
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | Program services | $45,276 | Scholarship |
| Europe (Including Iceland & Greenland) | Program services | $54,187 | Scholarship |
| Middle East and North Africa | Program services | $4,020 | Scholarship |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $33,710,133 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $33,710,133 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| Scholarship | East Asia and the Pacific | 1 | $45,276 | Wire transfer | N/A | N/A |
| Scholarship | Europe (Including Iceland & Greenland) | 2 | $54,187 | Wire transfer | N/A | N/A |
| Scholarship | Middle East and North Africa | 1 | $4,020 | Check | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Advantage Plus Consulting | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6280 S VALLEY VIEW BLVD SUITE 732 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone & mail | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,582,594 | GrossReceiptsAmt |
| Retained By Contractor | $270,000 | RetainedByContractorAmt |
| Net To Organization | $1,312,594 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,582,594 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $270,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,312,594 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | $65,326 | Memorial Projects | ||||
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | $39,441 | USMA Misc | ||||
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | $6,205,442 | Cadet Education | $100,942 | Cost | Travel & Entertainment | |
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | Cadet Education | $3,000 | FMV | Art - Stained Glass window & Photos | ||
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | Cadet Education | $4,600 | Cost | Equipment - Engines, maps | ||
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | Cadet Education | $58,000 | Cost | Technology - Websites | ||
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | $8,440,284 | Cadet Activites | $1,100 | FMV | Magazine Collection | |
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | Cadet Activites | $3,150 | Cost | Technology - LED TV's & iPads | ||
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | Cadet Activites | $10,825 | Cost | Training pistols, mats, annotation system | ||
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | Cadet Activites | $51,350 | Cost | Travel & Entertainment | ||
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | Cadet Activites | $1,980 | Cost | Misc - Trophy, A/V repair | ||
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | $25,863,759 | Cadet Facilities | $47,703 | Cost | Training - Fitness Equip | |
| United States Military Academy | ||||||||||
| West Point | West Point | NY | 10996 | 141364902 | Cadet Faclities | $100 | FMV | Art - Photos | ||
| Army West Point Athletic Association Inc | ||||||||||
| 639 HOWARD ROAD | WEST POINT | NY | 10996 | 474457035 | $500,000 | 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 | 52 | RecipientCnt |
| Cash Grant | $658,177 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | 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) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert L McClure | ||||||||||||||
| President & CEO (Until 6/30/16) | $148,995 | $0 | $100,000 | $0 | $0 | $0 | $10,630 | $0 | $363 | $0 | $259,988 | $0 | $0 | $0 |
| TODD BROWNE | ||||||||||||||
| VP/COO - PRESIDENT/CEO (AS OF 7/1/16 | $238,667 | $0 | $6,000 | $0 | $0 | $0 | $18,102 | $0 | $1,973 | $0 | $264,742 | $0 | $0 | $0 |
| Carl Moccia | ||||||||||||||
| Vice President & CFO | $191,380 | $0 | $6,000 | $0 | $0 | $0 | $15,099 | $0 | $12,710 | $0 | $225,189 | $0 | $0 | $0 |
| James Johnston | ||||||||||||||
| Corporate Secretary | $136,612 | $0 | $3,500 | $0 | $0 | $0 | $10,231 | $0 | $1,284 | $0 | $151,627 | $0 | $0 | $0 |
| Kristin Sorenson | ||||||||||||||
| Vice President of Development | $206,818 | $0 | $10,000 | $0 | $0 | $0 | $6,505 | $0 | $18,300 | $0 | $241,623 | $0 | $0 | $0 |
| Eugene Corrigan | ||||||||||||||
| President/COO WP Athletics LLC | $200,000 | $0 | $100,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $300,000 | $0 | $0 | $0 |
| Michael White | ||||||||||||||
| Major Gift Officer | $140,598 | $0 | $4,250 | $0 | $0 | $0 | $10,383 | $0 | $12,710 | $0 | $167,941 | $0 | $0 | $0 |
| Richard Huh | ||||||||||||||
| Vice President, Alumni Support | $124,329 | $0 | $2,500 | $0 | $0 | $0 | $6,097 | $0 | $17,164 | $0 | $150,090 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | WPAOG pays social club membership dues for the President & CEO to attend business functions. WPAOG requires the membership so that it may use the club's facilities for business meetings. These benefits are not included in taxable compensation since they are business related. |
| 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
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Value of comparable art | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | cost of comparable items | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 102 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,218,201 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TRAVEL/ENTER. | 15 | $153,140 | cost |
| Yes (X) | training items | 9 | $63,129 | est. purchase price |
| Yes (X) | Technology | 13 | $61,150 | COST |
| Yes (X) | MISC | 4 | $3,130 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | NUMBERS REPORTED IN PART I COLUMN B REPRESENT 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 51,000 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, as well as ratifying by-law changes. |
| Form 990, Part VI, Section A, line 7b | Appropriations from the corpus of the endowment require approval of the membership. |
| 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 upon hiring. 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 2015, 2011 and 2008, West Point Association of Graduates ("WPAOG") utilized an outside human resources/compensation consultant to review 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. Our 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: | UBI Income from Partnership Investments -206,847. Recovery of Uncollectible Pledges 1,308,094. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 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 | |||||||||
| bldg 698 herbert hall mills road | West Point | NY | 10996 | 134265639 | real estate holding | NY | $0 | $0 | Association of the Graduates of the United States Military Academy |
| West Point Athletics LLC | |||||||||
| Bldg 698 herBert hall mills road | West Point | NY | 10996 | 320434673 | PROGRAM DESIGN & DEVELOPMENT | NY | $0 | $76,127 | association of the Graduates of the United States Military academy |