WEST POINT CLASS OF 1998 MEMORIAL SCHOLARSHIP FUND INC

EIN: 320289471 501(c)(3) Education

HINGHAM, MA

Total Revenue
$431,610
Total Expenses
$599,923
Total Assets
$1,332,742
Net Assets
$1,307,742
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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
VA
Principal Officer
JOHN SERAFINI
Phone
6178946425
Tax Period
2023-01-01 to 2023-12-31

WEST POINT CLASS OF 1998 MEMORIAL SCHOLARSHIP FUND INC, founded in 2009, is a small nonprofit in the Education sector that reported $432K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $600K exceeded revenue, resulting in a 39% operating deficit.

Mission

THE 98 FUND EXISTS TO SERVE AND SUPPORT GRADUATES AND GRADUATE FAMILIES OF THE UNITED STATES MILITARY ACADEMY PRINCIPALLY THROUGH EDUCATIONAL SCHOLARSHIPS, FINANCIAL SUPPORT, AND MENTORSHIP OF THE SPOUSES AND CHILDREN OF OUR FALLEN GRADUATES. THE 98 FUND OWNS AND OPERATES A SUMMER CAMP COMPOUND IN ALASKA TO PROVIDE BENEFICIAL EXPERIENCES FOR THE FAMILIES OF OUR FALLEN GRADUATES AND FELLOWSHIP OPPORTUNITIES FOR WEST POINT GRADUATES.

Program Service Accomplishments

Program 1
Expenses: $245,661

UPGRADED LAND FOR THE 98 FUND SUMMER COMPOUND IN ALASKA AND INVESTED MATERIAL VOLUNTEER TIME IN BUILDING NEW BUILDINGS AND OTHER CRITICAL INFRASTRUCTURE TO SUPPORT LONG-TERM USE AS A SUMMER CAMP TO...

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UPGRADED LAND FOR THE 98 FUND SUMMER COMPOUND IN ALASKA AND INVESTED MATERIAL VOLUNTEER TIME IN BUILDING NEW BUILDINGS AND OTHER CRITICAL INFRASTRUCTURE TO SUPPORT LONG-TERM USE AS A SUMMER CAMP TO SUPPORT THE FAMILIES OF OUR FALLEN GRADUATES. OPERATED SEVERAL WEEK-LONG ALASKA SUMMER CAMP EXPERIENCES FOR THE CHILDREN AND WIDOWS OF WEST POINT GRADUATES WHO WERE KILLED IN COMBAT OR DIED OTHERWISE.

Program 2
Expenses: $16,000

DISTRIBUTED CAPITAL TO SUPPORT EDUCATIONAL (COLLEGE) SCHOLARSHIPS FOR THE CHILDREN OF OUR WEST POINT CLASSMATES WHO WERE EITHER KILLED IN COMBAT OR DIED OTHERWISE. TO DATE, THE FUND HAS MADE TWELVE...

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DISTRIBUTED CAPITAL TO SUPPORT EDUCATIONAL (COLLEGE) SCHOLARSHIPS FOR THE CHILDREN OF OUR WEST POINT CLASSMATES WHO WERE EITHER KILLED IN COMBAT OR DIED OTHERWISE. TO DATE, THE FUND HAS MADE TWELVE 10,000 SCHOLARSHIP COMMITMENTS THAT HAVE BEEN DISTRIBUTED TO DATE OR WILL BE DISTRIBUTED OVER THE NEXT FEW YEARS AS THE CHILDREN REACH COLLEGE AGE.

Program 3
Expenses: $288,971

DISTRIBUTED CAPITAL TO SUPPORT THE MEDICAL, LIVING AND TRAVEL EXPENSES OF LIVING WEST POINT GRADUATES IN NEED AS WELL AS FOR THE CHILDREN AND WIDOWS OF WEST POINT GRADUATES WHO WERE EITHER KILLED IN...

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DISTRIBUTED CAPITAL TO SUPPORT THE MEDICAL, LIVING AND TRAVEL EXPENSES OF LIVING WEST POINT GRADUATES IN NEED AS WELL AS FOR THE CHILDREN AND WIDOWS OF WEST POINT GRADUATES WHO WERE EITHER KILLED IN COMBAT OR DIED OTHERWISE. WE ENDED THE YEAR WITH A MATERIAL DISTRIBUTION OF CAPITAL TO A NEW 501(C) (3) WHICH HAS BEEN ESTABLISHED SPECIFICALLY FOR THE CARE OF GRADUATES OF THE WEST POINT CLASS OF 1999. HERETOFORE, MEMEBERS OF THE CLASS OF 1999 HAD BEEN FUNDED BY THE 98 FUND. THE AMOUNT OF CAPITAL THAT WAS PROVIDED TO THE NEW 501(C)(3), CALLED THE CLASS OF 1999 LEGACY FUND, WAS 118,757 AND REPRESENTS MONIES THAT HAD PREVIOULSY BEEN RAISED SPECIFICALLY TO SUPPORT MEMBERS OF THE CLASS OF 19999. THIS DISTRIBUTION OF 118,757 IS ACCOUNTED FOR AS A GRANT TO THE CLASS OF 1999 LEGACY FUND.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $430,774
Program Service Revenue $0
Investment Income $836
Other Revenue $0
TOTAL REVENUE $431,610

Expense Breakdown

Grants Paid $550,632
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $550,632
Other Expenses $49,291
TOTAL EXPENSES $599,923

Year-over-Year Comparison

2023 2022 Change
Revenue $431,610 $629,808 -0.3%
Expenses $599,923 $402,669 +0.5%
Net Income $-168,313 $227,139 -1.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
25

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK DEROCCHI PRESIDENT&BO 5.00
Officer Director
$0 $0 $0
JOHN SERAFINI CHAIRMAN & T 5.00
Officer Director
$0 $0 $0
MARK WEAVER VP & BOARD M 5.00
Officer Director
$0 $0 $0
MICHELLE LAVICKA BOARD MEMBER 3.00
Director
$0 $0 $0
JASON KOSTAL BOARD MEMBER 5.00
Officer Director
$0 $0 $0
TRACI VOELKE BOARD MEMBER 3.00
Director
$0 $0 $0
GEORGE WOODS BOARD MEMBER 3.00
Director
$0 $0 $0
ANDERSON PUCKETT BOARD MEMBER 3.00
Director
$0 $0 $0
CHRIS MCQUILLEN BOARD MEMBER 3.00
Director
$0 $0 $0
JASON PARKS BOARD MEMBER 3.00
Director
$0 $0 $0
WILLIAM GIBBS BOARD MEMBER 3.00
Director
$0 $0 $0
STEVEN TETREAULT BOARD MEMBER 3.00
Director
$0 $0 $0
MIKE AVERY BOARD MEMBER 3.00
Director
$0 $0 $0
KALEIGH WOTRING BOARD MEMBER 3.00
Director
$0 $0 $0
STACEY TOMIC BOARD MEMBER 3.00
Director
$0 $0 $0
ANN BONNEY BOARD MEMBER 3.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $431,610 $599,923 $1,332,742 $-168,313
2022 $629,808 $402,669 $1,395,835 $227,139
2021 $333,585 $296,878 $972,503 $36,707
2020 $198,757 $68,364 $806,464 $130,393
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