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Nonprofit · EIN 14-1260763

ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY

Tax-exempt · WEST POINT, NY 10996

Financials

$89.5M$53.2M2023$124.9M$209.9M2024
Revenue Expenses · by fiscal year end
Financials of ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$124,882,349$209,866,373-$84,984,024$784,418,553$132,706,288$651,712,265
December 31, 2023990$89,481,104$53,156,813$36,324,291$718,567,287$16,916,346$701,650,941
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$83,780,134
Program service revenue
$1,925,496
Investment income
$37,866,932
Royalties
$714,564
Net rental income
-$626,555
Net gain from sales of assets
$25,845,661
Net income from sales of inventory
$1,221,778
Other revenue
$1,309,787

Expenses

Grants and similar amounts paid
$185,067,928
Compensation of officers, directors and key employees
$1,482,786
Other salaries and wages
$11,996,538
Salaries, compensation and benefits (total)
$16,333,794
Professional fundraising fees
$0
Legal fees
$22,536
Accounting fees
$78,120
Occupancy
$89,888
Travel
$221,502
Depreciation
$591,550
Program services (functional)
$192,864,722
Management and general (functional)
$6,182,514
Fundraising (functional)
$10,819,137

Balance sheet and other

Total assets, start of year
$718,567,287
Total assets, end of year
$784,418,553
Total liabilities, end of year
$132,706,288
Net assets, end of year
$651,712,265
Land, buildings and equipment
$8,124,187
Publicly traded securities
$490,557,324
Net assets without donor restrictions
$79,493,427
Net assets with donor restrictions
$572,218,838
Gross unrelated business income
$972,567
Gross receipts
$501,935,282
Employees
230
Volunteers
71
Year formed
1869
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MARK D BIEGERPRESIDENT/CEO
Officer
40$348,909$8,224
KRISTIN SORENSONVICE PRESIDENT OF DEVELOPMENT
Key employee
40$324,345$30,441
ROBERT SCHAFFERVICE PRESIDENT & CFO
Officer
40$215,006$49,062
PATRICK O ORTLANDVICE PRESIDENT & COO
Officer
40$238,694$21,790
JAYE DONALDSONVP, COMM. & MARKETING (UNTIL 10/1/24)
Highest-paid employee
40$226,540$20,881
MICHAEL WHITESR DIR. MAJOR & LEADERSHIP GIVING
Highest-paid employee
40$179,308$34,883
TERENCE SINKFIELDVICE PRESIDENT, ALUMNI SUPPORT
Key employee
40$184,805$26,780
SAMANTHA SOPERSR.DIR DONOR RELATIONS & ADV SVCS
Highest-paid employee
40$167,595$42,776
JESSICA KUHLMANSR.DIR DONOR STRATEGY & ANALYTICS
Highest-paid employee
40$167,843$42,185
RICHARD FRENCHVICE PRESIDENT OF IT
Highest-paid employee
40$172,678$12,742
ROBERT A MCDONALDCHAIRMAN
Trustee or director, Officer
12$0$0
HERMAN E BULLSVICE CHAIRMAN
Trustee or director, Officer
12$0$0
MARK W HOUSEDIRECTOR
Trustee or director
7$0$0
CURTIS HARRISDIRECTOR
Trustee or director
7$0$0
THOMAS E AYRESDIRECTOR
Trustee or director
7$0$0
12 more people on this return
NameTitleHours / weekCompensation
KEN HUNZEKERDIRECTOR
Trustee or director
7$0
MIKE FISHERDIRECTOR
Trustee or director
7$0
BRANDI B PEASLEYDIRECTOR
Trustee or director
7$0
DANA J H PITTARDDIRECTOR
Trustee or director
7$0
SCOTT M SAUERDIRECTOR
Trustee or director
7$0
CHARLES C CORRELLDIRECTOR
Trustee or director
7$0
ERICA JEFFRIES PURDODIRECTOR
Trustee or director
7$0
KEIRN C BROWNDIRECTOR
Trustee or director
7$0
GUY C SWANDIRECTOR
Trustee or director
7$0
JAMES A GATESDIRECTOR
Trustee or director
7$0
LEOPOLD A QUINTASDIRECTOR
Trustee or director
7$0
PETER CAREYDIRECTOR
Trustee or director
7$0
990 for the year ended December 31, 2023: 28 people
NameTitleHours / weekCompensationOther / benefits
TODD A BROWNEPRESIDENT/CEO (UNTIL 7/31/23)
Officer
40$399,949$17,721
KRISTIN SORENSONVICE PRESIDENT OF DEVELOPMENT
Key employee
40$312,379$38,796
ROBERT SCHAFFERVICE PRESIDENT & CFO
Officer
40$199,877$41,785
PATRICK O ORTLANDVICE PRESIDENT & COO
Officer
40$224,069$16,461
JAYE DONALDSONVP, COMMUNICATIONS & MARKETING
Highest-paid employee
40$185,232$23,991
MICHAEL WHITESR DIR. MAJOR & LEADERSHIP GIVING
Highest-paid employee
40$173,512$31,384
TERENCE SINKFIELDVICE PRESIDENT, ALUMNI SUPPORT
Key employee
40$174,753$24,230
JESSICA KUHLMANSR.DIR DONOR STRATEGY & ANALYTICS
Highest-paid employee
40$158,062$38,652
SAMANTHA SOPERSR.DIR DONOR RELATIONS & ADV SVCS
Highest-paid employee
40$156,179$38,643
RICHARD FRENCHVICE PRESIDENT OF IT
Highest-paid employee
40$164,797$12,952
MARK D BIEGERPRESIDENT/CEO (AS OF 8/1/23)
Officer
40$168,519$1,070
ROBERT A MCDONALDCHAIRMAN
Trustee or director, Officer
12$0$0
HERMAN E BULLSVICE CHAIRMAN
Trustee or director, Officer
12$0$0
RONALD L JOHNSONDIRECTOR
Trustee or director
7$0$0
CURTIS HARRISDIRECTOR
Trustee or director
7$0$0
THOMAS E AYRESDIRECTOR
Trustee or director
7$0$0
DEIRDRE P DIXONDIRECTOR
Trustee or director
7$0$0
FELISA SA LEWISDIRECTOR
Trustee or director
7$0$0
MARK W HOUSEDIRECTOR
Trustee or director
7$0$0
DANA J H PITTARDDIRECTOR
Trustee or director
7$0$0
SCOTT M SAUERDIRECTOR
Trustee or director
7$0$0
CHARLES C CORRELLDIRECTOR
Trustee or director
7$0$0
ERICA JEFFRIES PURDODIRECTOR
Trustee or director
7$0$0
KEIRN C BROWN JRDIRECTOR
Trustee or director
7$0$0
GUY C SWANDIRECTOR
Trustee or director
7$0$0
JAMES A GATESDIRECTOR
Trustee or director
7$0$0
LEOPOLD A QUINTASDIRECTOR
Trustee or director
7$0$0
PETER CAREYDIRECTOR
Trustee or director
7$0$0

Address and contacts

Address (IRS master file)
698 MILLS RD, WEST POINT, NY 10996-1611
Principal officer (990 for 2024)
MARK D BIEGER, 698 MILLS ROAD, WEST POINT, NY 10996
Signed the 990
ROBERT SCHAFFER, CFO
Phone
(845) 446-1500
Return prepared by
BAKER TILLY ADVISORY GROUP LP

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.

990 for the year ended December 31, 2024

Program accomplishments

  • EDUCATIONAL PROGRAMS AND FACILITIES: THE ASSOCIATION OF GRADUATES SERVES AS THE FOUNDATION WHICH SECURES PHILANTHROPIC SUPPORT FROM INDIVIDUALS, FOUNDATIONS AND CORPORATIONS TO PROVIDE ADDITIONAL FUNDING SUPPORT TO THE U.S. MILITARY ACADEMY AT WEST POINT ("USMA") AND THE ARMY WEST POINT ATHLETIC ASSOCIATION BASED ON THE NEEDS ESTABLISHED BY USMA SUPERINTENDENT. INCLUDED IN THIS SUPPORT IS FUNDING FOR THE CONSTRUCTION OF FACILITIES AND ENHANCEMENTS TO SUPPORT USMA, A NATIONAL HISTORIC LANDMARK. THESE FUNDS ARE ALSO DIRECTED TOWARDS ACADEMIC PROGRAMS THAT ENRICH THE CADET EXPERIENCE WITH AN ARRAY OF DIVERSE OPPORTUNITIES TO AUGMENT THE CORE CURRICULUM. OVERALL FUNDING, PROVIDED FROM PRIVATE SOURCES, HELPS TO SECURE USMA'S POSITION AS ONE OF THE PREEMINENT COLLEGES IN THE COUNTRY. IN ADDITION, THE ASSOCIATION OF GRADUATES IS THE ALUMNI ASSOCIATION FOR WEST POINT GRADUATES, KNOWN THROUGHOUT HISTORY AS THE "LONG GRAY LINE."
    Expenses $185,216,027 · grants $185,067,928
  • ALUMNI SERVICES: THE ASSOCIATION OF GRADUATES IS THE ALUMNI ASSOCIATION FOR THE UNITED STATES MILITARY ACADEMY AT WEST POINT WHOSE GRADUATES ARE KNOWN THROUGHOUT HISTORY AS THE "LONG GRAY LINE." THE ASSOCIATION PROVIDES VARIOUS PROGRAMS, ACTIVITIES, AND SERVICES TO HELP GRADUATES STAY CONNECTED TO EACH OTHER AND THE UNITED STATES MILITARY ACADEMY (USMA). THESE INCLUDE SUPPORT TO OVER 80 GRADUATE CLASSES AND OVER 120 WEST POINT SOCIETIES LOCATED AROUND THE WORLD. AMONG THE SERVICES ARE THE PROVISION OF SOFTWARE PLATFORMS TO SUPPORT THE OPERATIONS OF CLASSES AND SOCIETIES, MEMORIAL SUPPORT FOR FUNERALS AT WEST POINT, GRADUATE EVENTS AND REUNIONS, 50-YEAR CLASS AFFILIATION EVENTS, PROGRAMS TO WELCOME GRADUATES VISITING WEST POINT, GRADUATE INSIDER TOURS AND TRAVEL PROGRAMS, SMART PHONE APPLICATIONS TO FACILITATE GRADUATE CONNECTIONS, CAREER AND TRANSITION SERVICES AND SUICIDE PREVENTION AWARENESS. THE ASSOCIATION ALSO MAINTAINS DETAILED BIOGRAPHICAL AND HISTORICAL RECORDS ON GRADUATES OF USMA, AND IT OPERATES A GIFT SHOP.
    Expenses $5,779,900 · revenue $3,008,422
  • COMMUNICATIONS: DISSEMINATES INFORMATION ON THE CURRENT AND HISTORICAL ACTIVITIES, OBJECTIVES, AND METHODS OF THE UNITED STATES MILITARY ACADEMY TO GRADUATES AND OTHERS THROUGH VARIOUS PUBLICATIONS AND MEDIA TO ENHANCE THE IMAGE OF THE UNITED STATES MILITARY ACADEMY. THIS INCLUDES THE PUBLICATION OF "TAPS", AND THE ASSOCIATION'S QUARTERLY "WEST POINT MAGAZINE" PROVIDED TO OVER 55,000 GRADUATES FREE OF CHARGE, OVER 2,700 SOCIAL MEDIA UPDATES REACHING 96,000 INDIVIDUALS AS WELL AS REGULAR COMMUNICATIONS BY EMAIL.
    Expenses $1,868,795 · revenue $138,852

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
14-1260763
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1948
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$784,418,553
Income (IRS master file)
$501,935,282

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$124,882,349$209,866,373$784,418,553XML
990-TDecember 2024–––IRS
990December 2023$89,481,104$53,156,813$718,567,287XML
990-TDecember 2023–––IRS
990December 2022$76,571,050$57,014,012$618,863,190IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-1260763).

Questions about ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY

What is the EIN of ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY?
The employer identification number (EIN) of ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY is 14-1260763.
Is ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
Are donations to ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY?
The 990 for the year ended December 31, 2024 names MARK D BIEGER.
Who are the officers and directors of ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY?
The 990 for the year ended December 31, 2024 lists 27 people; 10 received compensation from the organization, the highest $348,909 (MARK D BIEGER, PRESIDENT/CEO).
How much revenue does ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $124,882,349, expenses of $209,866,373 and total assets of $784,418,553 at year end.

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