ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY (EIN 14-1260763)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-08
- IRS object ID
- 201222219349300507
- Schema version
- 2011v1.2
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-08T08:41:28-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141260763 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF THE GRADUATES OF THE | BusinessNameLine1 |
| Business Name Line2 | UNITED STATES MILITARY ACADEMY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASSO | NameControl |
| Phone | 8454461500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLDG 698 HERBERT HALL MILLS RD | AddressLine1 |
| City | WEST POINT | City |
| State | NY | State |
| ZIP Code | 10996 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL P MOCCIA | Name |
| Title | VP/CFO | Title |
| Phone | 8454461500 | Phone |
| Date Signed | 2012-08-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST POINT ASSOC OF GRADUATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT L MCCLURE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLDG 698 HERBERT HALL MILLS RD | AddressLine1 |
| City | WEST POINT | City |
| State | NY | State |
| ZIP Code | 10996 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 83209009 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WESTPOINTAOG.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1869 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | FURTHERING THE IDEALS AND WELFARE OF THE USMA AND SUPPORTING AND SERVING ITS GRADUATES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 93 | TotalNbrEmployees |
| Total Nbr Volunteers | 113 | TotalNbrVolunteers |
| Total Gross UBI | 133662 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -66905 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 34749738 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 36185601 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1759629 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1802254 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3695755 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6450890 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1225047 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1564876 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 41430169 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46003621 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11012722 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12789286 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6279900 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6426414 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 415366 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 251809 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5538278 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4767849 | OtherExpensePriorYear |
| Other Expenses Current Year | 4257584 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22475837 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23725093 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18954332 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 22278528 | RevenuesLessExpensesCY |
| Total Assets BOY | 230194551 | TotalAssetsBOY |
| Total Assets EOY | 245694257 | TotalAssetsEOY |
| Total Liabilities BOY | 10264285 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11676757 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 219930266 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 234017500 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ASSOCIATION IS AN ORGANIZATION DEDICATED TO FURTHERING THE IDEALS AND PROMOTING THE WELFARE OF THE UNITED STATES MILITARY ACADEMY AND SERVING ITS GRADUATES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13360008 | Expense |
| Grants | 12789286 | Grants |
| Description | FUND RAISING, EDUCATIONAL AND HISTORICAL: PROVIDES THE STRUCTURE NECESSARY TO ENCOURAGE AND SECURE 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 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 THE IMAGE OF THE UNITED STATES MILITARY ACADEMY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2782820 | Expense |
| Revenue | 2268193 | Revenue |
| Description | ALUMNI SERVICES: ENCOMPASSES ACTIVITIES AND SERVICES PROVIDED FOR LIVING GRADUATES INCLUDING THE MAINTENANCE OF DETAILED BIOGRAPHICAL AND HISTORICAL RECORDS ON GRADUATES OF THE UNITED STATES MILITARY ACADEMY AND INCLUDES THE OPERATIONS OF THE GIFT SHOP. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 944065 | Expense |
| Revenue | 120514 | Revenue |
| Description | PUBLICATIONS: DISSEMINATES INFORMATION ON THE HISTORY, ACTIVITIES, OBJECTIVES AND METHODS OF THE UNITED STATES MILITARY ACADEMY THROUGH VARIOUS PUBLICATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 17086893 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 56 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 93 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8454461500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BUILDING 698 HERBERT HALL MILLS RD | AddressLine1 |
| City | WEST POINT | City |
| State | NY | State |
| ZIP Code | 10996 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JODIE K GLORE | ||||||||
| CHAIRMAN | 12.00 | X | 0 | 0 | 0 | |||
| HERMAN E BULLS | ||||||||
| VICE CHAIRMAN | 12.00 | X | 0 | 0 | 0 | |||
| D DAVID HOSTLER | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| STANLEY J SHIPLEY | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| DARCY G ANDERSON | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| JOSEPH E DEFRANCISCO | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| GEORGE H GILMORE JR | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| LAWRENCE R ADAIR | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| ELLEN W HOULIHAN | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| LARRY R JORDAN | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| ROBERT D WEISS | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| FRANK B JANOSKI | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| REBECCA S HALSTEAD | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| JAMES Z WARTSKI | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| JOHN M ROBB | ||||||||
| DIRECTOR | 7.00 | X | 0 | 0 | 0 | |||
| ROBERT L MCCLURE | ||||||||
| PRESIDENT & CEO | 40.00 | 271248 | 0 | 18862 | X | |||
| CARL MOCCIA | ||||||||
| VICE PRESIDENT & CFO | 40.00 | 169426 | 0 | 24473 | X | |||
| JOHN CALABRO | ||||||||
| VICE PRESIDENT & COO | 40.00 | 160202 | 0 | 13542 | X | |||
| JAMES JOHNSTON | ||||||||
| VICE PRESIDENT FOR ALUMNI SUPPORT | 40.00 | 112257 | 0 | 11380 | X | |||
| KRISTIN SORENSON | ||||||||
| VICE PRESIDENT OF DEVELOPMENT | 40.00 | 220622 | 0 | 21700 | X | |||
| JOHN D SMITH | ||||||||
| CONTROLLER | 40.00 | 125120 | 0 | 5457 | X | |||
| WILLIS FREED LOWREY | ||||||||
| MAJOR GIFT OFFICER | 40.00 | 121962 | 0 | 12998 | X | |||
| JULIAN OLEJNICZAK | ||||||||
| DIRECTOR OF PUBLICATIONS | 40.00 | 107092 | 0 | 8837 | X | |||
| LISA STRINE | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | 105368 | 0 | 8497 | X | |||
| SAMANTHA SOPER | ||||||||
| DIR.-DEVELOPMENT COMM. & STEWARDSHIP | 40.00 | 100005 | 0 | 594 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1493302 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 126340 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| IRON SWORD ENTERPRISES LLC | |||||
| 84 OLD 9W | NEW WINDSOR | NY | 12553 | ENGINEERING/CONSTRUCTION | 729086 |
| THE DOCUMENTARY GROUP LLC | |||||
| 125 WEST END AVENUE | NEW YORK | NY | 10023 | DOCUMENTARY DVD PRODUCTION | 437000 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ALANTA | GA | 303842642 | BANQUET FACILITIES | 359970 |
| AFRC INC | |||||
| 208 PASSAIC AVENUE | FAIRFIELD | NJ | 07004 | PHONATHON | 347868 |
| EASTERN HEATING AND COOLING INC | |||||
| 880 BROADWAY | ALBANY | NY | 122071316 | AIR CONDITIONING | 286663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| All Other Contributions | 36185601 | AllOtherContributions |
| Noncash Contributions | 2107830 | NoncashContributions |
| Total Contributions | 36185601 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ALUMNI SERVICES | 561520 | 889102 | 860436 | 28666 |
| ALUMNI EVENTS | 900099 | 437099 | 437099 | |
| PUBLICATION SALES | 511190 | 264442 | 120514 | 143928 |
| MISCELLANEOUS | 900099 | 158489 | 197421 | -38932 |
| SPONSORSHIPS | 900099 | 53122 | 53122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1802254 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3149078 | TotalRevenueColumn |
| Exclusion | $3,149,078 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 844761 | TotalRevenueColumn |
| Exclusion | $844,761 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39716372 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36414560 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3301812 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3301812 | TotalRevenueColumn |
| Exclusion | $3,301,812 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1510943 | GrossSalesOfInventory |
| Cost Of Goods Sold | 790828 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 720115 | TotalRevenueColumn |
| Related Or Exempt Function Income | 720115 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46003621 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2388707 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 133662 | UnrelatedBusinessRevenue |
| Exclusion | $7,295,651 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12388217 | Total |
| Program Services | 12388217 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391119 | Total |
| Program Services | 391119 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9950 | Total |
| Program Services | 9950 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1023711 | Total |
| Program Services | 317536 | ProgramServices |
| Management And General | 231927 | ManagementAndGeneral |
| Fundraising | 474248 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4553908 | Total |
| Program Services | 1458780 | ProgramServices |
| Management And General | 1143433 | ManagementAndGeneral |
| Fundraising | 1951695 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164594 | Total |
| Program Services | 71035 | ProgramServices |
| Management And General | 36854 | ManagementAndGeneral |
| Fundraising | 56705 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246896 | Total |
| Program Services | 76851 | ProgramServices |
| Management And General | 49009 | ManagementAndGeneral |
| Fundraising | 121036 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437305 | Total |
| Program Services | 143606 | ProgramServices |
| Management And General | 104089 | ManagementAndGeneral |
| Fundraising | 189610 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53152 | Total |
| Program Services | 11425 | ProgramServices |
| Fundraising | 41727 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27479 | Total |
| Program Services | 23415 | ProgramServices |
| Management And General | 4064 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251809 | Total |
| Fundraising | 251809 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157574 | Total |
| Management And General | 157574 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252760 | Total |
| Program Services | 41479 | ProgramServices |
| Management And General | 144650 | ManagementAndGeneral |
| Fundraising | 66631 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7183 | Total |
| Program Services | 783 | ProgramServices |
| Management And General | 5790 | ManagementAndGeneral |
| Fundraising | 610 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 955114 | Total |
| Program Services | 387864 | ProgramServices |
| Management And General | 180206 | ManagementAndGeneral |
| Fundraising | 387044 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386055 | Total |
| Program Services | 100910 | ProgramServices |
| Management And General | 172105 | ManagementAndGeneral |
| Fundraising | 113040 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96314 | Total |
| Management And General | 96314 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67902 | Total |
| Program Services | 30475 | ProgramServices |
| Management And General | 36126 | ManagementAndGeneral |
| Fundraising | 1301 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 783781 | Total |
| Program Services | 561240 | ProgramServices |
| Management And General | 84425 | ManagementAndGeneral |
| Fundraising | 138116 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282751 | Total |
| Program Services | 19722 | ProgramServices |
| Management And General | 263029 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54237 | Total |
| Management And General | 53737 | ManagementAndGeneral |
| Fundraising | 500 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STATE UBI TAX | 250 | 250 | ||
| REIMBURSABLE EXP | 496399 | 466399 | 30000 | |
| CULTIVATION | 252858 | 4560 | 9470 | 238828 |
| MANUFACTURING & DISTRIB | 218527 | 218527 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165248 | Total |
| Program Services | 362750 | ProgramServices |
| Management And General | -1702880 | ManagementAndGeneral |
| Fundraising | 1505378 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23725093 | Total |
| Program Services | 17086893 | ProgramServices |
| Management And General | 1099922 | ManagementAndGeneral |
| Fundraising | 5538278 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2750905 | BOY |
| EOY | 3964736 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17973103 | BOY |
| EOY | 23400683 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 811 | BOY |
| EOY | 49508 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496530 | BOY |
| EOY | 294553 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52521 | BOY |
| EOY | 91641 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10018178 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4450261 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5839471 | BOY |
| EOY | 5567917 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166221654 | BOY |
| EOY | 165495994 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14692536 | BOY |
| EOY | 23069454 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22167020 | BOY |
| EOY | 23759771 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230194551 | BOY |
| EOY | 245694257 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1111096 | BOY |
| EOY | 988393 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 735720 | BOY |
| EOY | 1578398 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2993868 | BOY |
| EOY | 3153028 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5423601 | BOY |
| EOY | 5956938 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10264285 | BOY |
| EOY | 11676757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21404508 | BOY |
| EOY | 19514947 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109923098 | BOY |
| EOY | 114883900 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88602660 | BOY |
| EOY | 99618653 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219930266 | BOY |
| EOY | 234017500 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230194551 | BOY |
| EOY | 245694257 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 22278528 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8191294 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33952426 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23505955 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22217988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34749738 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36185601 | CurrentTaxYear |
| Total | 150611708 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33952426 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23505955 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22217988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34749738 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36185601 | CurrentTaxYear |
| Total | 150611708 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11968945 | AmountsSubstContributorsTotal |
| Public Support Total170 | 138642763 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4413603 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6410526 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3859638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4288650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3993839 | CurrentTaxYear |
| Total | 22966256 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27834 | CurrentTaxYearMinus4Years |
| Total | 27834 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 173605798 | TotalSupport |
| Gross Receipts From Admissions Etc | 16651513 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79860 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80470 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 144817084 | BeginningOfYearBalance |
| Contributions | 6321338 | Contributions |
| Investment Earnings Or Losses | -906437 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 766179 | GrantsOrScholarships |
| Other Expenditures | 27164962 | OtherExpenditures |
| Administrative Expenses | 2500 | AdministrativeExpenses |
| End Of Year Balance | 122298344 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 121695482 | BeginningOfYearBalance |
| Contributions | 11274580 | Contributions |
| Investment Earnings Or Losses | 13994672 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2168076 | GrantsOrScholarships |
| Other Expenditures | -25426 | OtherExpenditures |
| Administrative Expenses | 5000 | AdministrativeExpenses |
| End Of Year Balance | 144817084 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101170198 | BeginningOfYearBalance |
| Contributions | 3203089 | Contributions |
| Investment Earnings Or Losses | 17854153 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1087312 | GrantsOrScholarships |
| Other Expenditures | -561704 | OtherExpenditures |
| Administrative Expenses | 6350 | AdministrativeExpenses |
| End Of Year Balance | 121695482 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 136756995 | BeginningOfYearBalance |
| Contributions | 5182955 | Contributions |
| Investment Earnings Or Losses | -36378104 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2908960 | GrantsOrScholarships |
| Other Expenditures | 1473944 | OtherExpenditures |
| Administrative Expenses | 8744 | AdministrativeExpenses |
| End Of Year Balance | 101170198 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9480057 | OtherCostOrOtherBasis |
| Depreciation | 4042216 | Depreciation |
| Book Value | 5437841 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 265341 | OtherCostOrOtherBasis |
| Depreciation | 247058 | Depreciation |
| Book Value | 18283 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 272780 | OtherCostOrOtherBasis |
| Depreciation | 160987 | Depreciation |
| Book Value | 111793 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5567917 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 22811408 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT | Description |
| Book Value | 258046 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 23069454 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPLIT INTEREST TRUSTS | Description |
| Book Value | 23759771 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 23759771 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $393,737 |
| REMAINDER TRUSTS | $3,017,545 |
| DUE TO CLASSES | $2,545,656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5956938 | TotalOfAmounts |
| Total Revenue | 46003621 | TotalRevenue |
| Total Expenses | 23725093 | TotalExpenses |
| Excess Or Deficit For Year | 22278528 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5695434 | NetUnrealizedGLOnInvestments |
| Other | -$2,495,860 | OtherAmount |
| Total Adjustments | -8191294 | TotalAdjustments |
| Excess Or Deficit Per FS | 14087234 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 40980373 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -5695434 | NetUnrealizedGainsInvestments |
| Other Revenues | -157574 | OtherRevenues |
| Revenue Not Rptd F990 | -5853008 | RevenueNotRptdF990 |
| Revenue Subtotal | 46833381 | RevenueSubtotal |
| Other Revenues Not Included | -829760 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -829760 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 46003621 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26893139 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3325620 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3325620 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23567519 | ExpensesSubtotal |
| Other Expenses Not Included | 157574 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 157574 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23725093 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. IN PREVIOUS YEARS, CERTAIN FUNDS WERE INCLUDED AS QUASI-ENDOWMENTS OF APPROXIMATELY $30,654,568. AFTER RE-EXAMINING THE DONORS' INTENT, WE EXCLUDED THESE FROM THE ENDOWMENT FUND BALANCE. AN ADJUSTMENT WAS MADE TO RESTATE THE REPORTED FUND BALANCE IN 2011. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | EFFECTIVE JANUARY 1, 2009, THE ASSOCIATION ADOPTED GUIDANCE ISSUED BY THE FASB REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. 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 2011 AND 2010, HOWEVER, UNRELATED BUSINESS INCOME (NET OF APPLICABLE EXPENSES) RESULTED IN NO MATERIAL TAX EXPENSE. THE ADOPTION OF THIS GUIDANCE DID NOT IMPACT THE ASSOCIATION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. THE ASSOCIATION BELIEVES THAT THERE ARE NO OTHER TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE OR DECREASE UNRECOGNIZED TAX 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. HOWEVER FISCAL YEARS 2007 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE IRS AND NEW YORK STATE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UBI LOSS FROM PARTNERSHIP INVESTMENTS NOT RECORDED ON BOOKS 38,932. PROVISION FOR UNCOLLECTIBLE PLEDGES -2,534,792. TOTAL TO SCHEDULE D, PART XI, LINE 8: -2,495,860. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS -157,574. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD -790,828. UBI LOSS FROM PARTNERSHIP INVESTMENTS NOT RECORDED ON BOOKS -38,932. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 790,828. PROVISION FOR UNCOLLECTIBLE PLEDGES 2,534,792. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 157,574. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| SCHOLARSHIP | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 5950 | WIRE TRANSFER; CHECK | 0 | N/A | N/A |
| SCHOLARSHIP | SUB-SAHARAN AFRICA | 1 | 4000 | WIRE TRANSFER | 0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANTAGE (AFRC INC) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 PASSAIC AVENUE | AddressLine1 |
| City | FAIRFIELD | City |
| State | NJ | State |
| ZIP Code | 07004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE & MAIL | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 1218332 | GrossReceipts |
| Amount Retained By Contractor | 251809 | AmountRetainedByContractor |
| Net To Organization | 966523 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1218332 | TotalGrossReceipts |
| Total Retained By Contractors | 251809 | TotalRetainedByContractors |
| Total Net To Organization | 966523 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| UNITED STATES MILITARY ACADEMY | |||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | 151907 | 112000 | COST | FLASHLIGHTS | MEMORIAL PROJECTS |
| UNITED STATES MILITARY ACADEMY | |||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | 15650 | FMV | ARTWORK | MEMORIAL PROJECTS | |
| UNITED STATES MILITARY ACADEMY | |||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | 3243115 | 17790 | FMV | MILITARY MANUALS | CADET EDUCATION |
| UNITED STATES MILITARY ACADEMY | |||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | 2138962 | 2000 | COST | 200 MEALS @ HV BB CLASSIC | CADET FACILITIES |
| UNITED STATES MILITARY ACADEMY | |||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | 3136961 | 227235 | COST | TICKETS/EQUIP/RENOVATION | CADET ACTIVITIES |
| UNITED STATES MILITARY ACADEMY | |||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | 101927 | FMV | TRAINING/TRAVEL | CADET ACTIVITIES | |
| UNITED STATES MILITARY ACADEMY | |||||||||
| WEST POINT | WEST POINT | NY | 10996 | 141364902 | 3221870 | 18800 | FMV | BRONZE FLYING COL. STATUE | MISCELLANEOUS USMA ASSISTANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 89 | NumberOfRecipients |
| Amount Of Cash Grant | 391119 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ASSOCIATION PROVIDES GRANTS TO THE UNITED STATES MILITARY ACADEMY ("USMA"). SINCE THE USMA IS A FEDERAL GOVERNMENT INSTITUTION, THE ASSOCIATION DOES NOT MONITOR THE USE OF THESE GRANT FUNDS. CERTAIN SCHOLARSHIPS (PRIMARILY PREP SCHOOLS) ARE PROVIDED TO CAREFULLY SELECTED AND HIGHLY MOTIVATED YOUNG PEOPLE SEEKING ADMISSION TO USMA. 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT L MCCLURE | |||||||||||||
| 226248 | 0 | 45000 | 0 | 0 | 0 | 17077 | 0 | 1785 | 0 | 290110 | 0 | 0 | 0 |
| CARL MOCCIA | |||||||||||||
| 168426 | 0 | 1000 | 0 | 0 | 0 | 13452 | 0 | 11021 | 0 | 193899 | 0 | 0 | 0 |
| JOHN CALABRO | |||||||||||||
| 159202 | 0 | 1000 | 0 | 0 | 0 | 11921 | 0 | 1621 | 0 | 173744 | 0 | 0 | 0 |
| KRISTIN SORENSON | |||||||||||||
| 220622 | 0 | 0 | 0 | 0 | 0 | 11500 | 0 | 10200 | 0 | 242322 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | WPAOG PROVIDES A MINIMAL AMOUNT OF TRAVEL EXPENSE FOR THE SPOUSE OF PRESIDENT & CEO ROBERT MCCLURE TO ATTEND CERTAIN BUSINESS EVENTS THAT REQUIRE HER PARTICIPATION. ALL OFFICIAL SPOUSAL TRAVEL MUST BE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS IN WRITING. WPAOG ALSO PAYS SOCIAL CLUB MEMBERSHIP DUES FOR PRESIDENT & CEO ROBERT MCCLURE 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 4B | THE ASSOCIATION HAS ARRANGEMENTS WITH ITS EXECUTIVE OFFICERS WHEREBY SPECIFIED AMOUNTS OF THEIR COMPENSATION ARE DEFERRED. THESE AMOUNTS ARE INVESTED ON BEHALF OF THE EXECUTIVES AND ARE PAYABLE UPON THEIR RETIREMENT. NO AMOUNTS WERE PAID OR VESTED TO THE OFFICERS DURING 2011. |
| PART I, LINE 7 | THE BOARD HAS THE AUTHORITY TO AWARD THE EXECUTIVE OFFICER WITH A BONUS WHICH IS DEPENDENT UPON PERFORMANCE. 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 MERIT. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN HEATING AND COOLING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ENTITY HAS COMMON BOARD MEMBERS WITH WPAOG | Relationship |
| Amount Of Transaction | 286663 | AmountOfTransaction |
| Description Of Transaction | WPAOG BOARD MEMBERS HERMAN E. BULLS AND DARCY G. ANDERSON ALSO SERVE AS DIRECTORS OF COMFORT SYSTEM USA, INC., WHICH IS THE PARENT COMPANY OF EASTERN HEATING AND COOLING, INC. EASTERN HEATING AND COOLING, INC. IS ONE OF THE TOP FIVE HIGHEST COMPENSATED INDEPENDENT CONTRACTORS OF WPAOG FOR 2011. EASTERN HEATING AND COOLING, INC. PROVIDED SERVICES TO UPGRADE THE AIR CONDITIONING SYSTEM AT ONE OF THE CHAPELS AT THE UNITED STATES MILITARY ACADEMY. WPAOG FOLLOWS A CONFLICT OF INTEREST POLICY, AND ALL TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 34450 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 32290 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 18260 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 75 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1578110 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | TICKETS | 6 | 148962 | COST |
| X | TRAINING ITEMS | 6 | 192231 | COST |
| X | TRAVEL COSTS | 11 | 49327 | FAIR VALUE |
| X | USE OF AIRPLANE | 1 | 53000 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED IN PART I, COLUMN (B) IS BASED ON THE NUMBER OF DONORS PER CATEGORY OF GIFT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS HERMAN E. BULLS AND DARCY G. ANDERSON HAVE A BUSINESS RELATIONSHIP. | |
| 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 EXCEEDS 48,000 IN NUMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS NOMINATE AND ELECT 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 11 | 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 AGREED, THE FORM 990 IS SENT TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. 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. A RESOLUTION IS THEN PASSED TO ACCEPT THE 990. FORM 990 IS FILED WITH THE IRS AFTER THIS PROCESS HAS TAKEN PLACE AND THE 990 HAS BEEN ACCEPTED BY THE BOARD. | |
| 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 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 AND OTHER OFFICERS TO ENSURE THAT THEY WERE WITHIN LEVELS CONSISTENT WITH THE MARKET. OUR COMPENSATION COMMITTEE ALSO REVIEWS THESE SALARIES TO ENSURE THAT THEY ARE REASONABLE AND IN-LINE WITH THE RELATED MARKET. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT BOARD MEMBERS. | |
| 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -5,695,434. UBI LOSS FROM PARTNERSHIP INVESTMENTS NOT RECORDED ON BOOKS 38,932. PROVISION FOR UNCOLLECTIBLE PLEDGES -2,534,792. TOTAL TO FORM 990, PART XI, LINE 5: -8,191,294. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LGL REAL ESTATE FOUNDATION LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLDG 698 HERBERT HALL MILLS ROAD | AddressLine1 |
| City | WEST POINT | City |
| State | NY | State |
| ZIP Code | 10996 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134265639 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |