2025-11-17T18:06:50-06:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-01-01 740490865 THE ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY ASSO 9798457514 505 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 ERIC DENNIS VICE PRESIDENT AND CFO 9798457514 2025-11-17 1 0 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z PORTER GARNER III 505 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 40972714 0 X WWW.AGGIENETWORK.COM X 1879 TX OUR VISION IS SIMPLE, YET BOLD: "THE ASSOCIATION OF FORMER STUDENTS WILL BE THE PREMIER ALUMNI ORGANIZATION". 17 17 168 1650 978910 157591 17403361 18523263 5545618 6211549 5797924 6288209 1321430 1245904 30068333 32268925 7731990 6315378 0 0 8396428 8130697 523418 690911 3807336 8690714 9358274 25342550 24495260 4725783 7773665 219634328 234002215 5761189 9745846 213873139 224256369 X TO STRENGTHEN THE ASSOCIATION OF FORMER STUDENTS, PROMOTE THE INTERESTS AND WELFARE OF TEXAS A&M UNIVERSITY, PERPETUATE TIES OF AFFECTION AND ESTEEM FORMED IN UNIVERSITY OR COLLEGE DAYS, AND SERVE THE STUDENT BODY. 0 0 6315378 6315378 DISTRIBUTIONS TO OR FOR TEXAS A&M UNIVERSITY - WE ARE PROUD TO COMMIT A PORTION OF EVERY DOLLAR WE RAISE TO TEXAS A&M UNIVERSITY IN THE FORM OF CASH AND SERVICES SUPPORT, AS WELL AS, PROVIDE MULTIPLE FORUMS FOR AGGIES TO RECONNECT. OUR FUNDS PROVIDE FUNDING FOR ACADEMIC PROGRAMS AND SCHOLARSHIPS, DEPARTMENTAL FUNDING AND STUDENT INVOLVEMENT FUNDING, AS WELL AS FACULTY AND STAFF RECOGNITION PROGRAMS. IN 2025, THE ASSOCIATION IS PROJECTED TO PROVIDE APPROXIMATELY $16,695,000 IN CASH AND PROGRAM SUPPORT AND SERVICES TO TEXAS A&M UNIVERSITY ACROSS ALL ASSOCIATION FUNDS. 3950713 261845 THE AGGIE NETWORK - THE ASSOCIATION'S ENGAGEMENT TEAMS WORK TO ENGAGE THE WORLDWIDE AGGIE NETWORK THROUGH ENHANCED PROGRAMMING AND COMMUNICATIONS. OUR FORMER STUDENT PROGRAMS TEAM WORKS DIRECTLY WITH REPRESENTATIVES OF EACH GRADUATING CLASS TO ENSURE REGULAR COMMUNICATIONS WITH EVERY FORMER STUDENT AND EVENT PLANNING WITH OUR CLASSES, CLUBS CONSTITUENT NETWORKS AND OUR YOUNG ALUMNI. THE COMMUNICATION AND MARKETING TEAM TELLS THE STORY OF THE ASSOCIATION'S WORK AND IMPACT, ACTIVELY ENGAGES IN SOCIAL MEDIA, COMMUNICATES WITH THE AGGIE NETWORK, MONITORS AND DEVELOPS OUR BRAND MANAGEMENT AND TRADEMARKS, AND OVERSEES OUR PARTNER AND ADVERTISING PROGRAM. SEE SCHEDULE O.FURTHER, OUR TRAVELING AGGIES GROUP HOSTS MORE THAN 70 TRIPS EACH YEAR, WITH HIGH-QUALITY TRAVEL EXPERIENCES AND SPECIALIZED ITINERARIES THAT ARE NOT TYPICALLY AVAILABLE TO INDIVIDUAL TRAVELERS. 3767107 4578319 SUPPORT OF TEXAS A&M UNIVERSITY - WE ARE PROUD TO SUPPORT TEXAS A&M STUDENTS THROUGH ACTIVITIES, SCHOLARSHIPS, ACADEMIC SUPPORT, PROGRAMS, AWARDS AND CAREER SERVICES. FOR EXAMPLE, THE ASSOCIATION OF FORMER STUDENTS AND TEXAS A&M UNIVERSITY JOINTLY PRESENT THE DISTINGUISHED ALUMNUS AWARD, WHICH IS THE HIGHEST HONOR BESTOWED UPON A FORMER STUDENT OF TEXAS A&M UNIVERSITY. EACH FALL, THE EVENTS TEAM OF THE ASSOCIATION OF FORMER STUDENTS PLANS AND EXECUTES A DISTINGUISHED ALUMNI GALA TO HONOR THESE AWARD RECIPIENTS. OUR RING PROGRAM IS ANOTHER WAY WE SUPPORT A&M. SEE SCHEDULE O.AS THE AFFILIATE ORGANIZATION CHARGED WITH THE NOBLE DUTY OF MANAGING THE AGGIE RING PROGRAM, WE ALSO HAVE THE HONOR OF HOSTING AGGIE RING DAY, WHICH HAS BECOME ONE OF THE MOST ANTICIPATED TRADITIONS FOR STUDENTS AT TEXAS A&M UNIVERSITY. ALSO, OUR CAMPUS PROGRAMS TEAM WORKS CLOSELY WITH STUDENTS AND STUDENT ORGANIZATIONS, DEVELOPS PARTNERSHIPS TO PROMOTE STUDENTS' ENDEAVORS AND EXPOSES CURRENT STUDENTS TO THE ASSOCIATION AND THE WORLDWIDE AGGIE NETWORK. A COUPLE OF THE EVENTS HELD ARE HOWDY WEEK GATHERRING AND 1879 SOCIETY AMBASSADORS. THESE PROGRAMS WELCOME THE STUDENTS TO A&M AS WELL AS ENGAGE THEM, EDUCATE THEM, ENCOURAGE AND ELEVATE THEM. TO FURTHER SUPPORT TEXAS A&M UNIVERSITY, THE ASSOCIATION OF FORMER STUDENTS IS PLEASED TO HOST EVENTS THROUGHOUT THE YEAR AROUND THE COUNTRY AS WELL AS IN OUR PREMIER CLAYTON W. WILLIAMS, JR. ALUMNI CENTER. ON HOME GAMEDAYS, WE ARE PLEASED TO OFFER OUR SPACE FOR THE AGGIE NETWORK TAILGATING EXPERIENCE, THE PREMIUM TAILGATING OPPORTUNITY FOR TEXAS A&M FOOTBALL GAMES. 1628993 CLAYTON W. WILLIAMS, JR. ALUMNI CENTER - THE AGGIE RING IS ONE OF OUR MOST WELL-KNOWN AND EASILY RECOGNIZED SYMBOLS OF THE AGGIE NETWORK. STUDENTS EARN THE AGGIE RING BASED ON CREDIT HOURS COMPLETED AT TEXAS A&M AND MAY SELECT THE CLASS YEAR (WITHIN LIMITATIONS) TO APPEAR ON THEIR AGGIE RING. EACH QUALIFIED STUDENT CAN CHOOSE THE FINISH FOR THEIR RING AND MAY OPT TO PLACE A DIAMOND IN THE SHIELD. OTHERWISE, THE AGGIE RING IS EXACTLY THE SAME FOR EVERY AGGIE OTHER THAN THE NAME ENGRAVED ON THE INSIDE - WHICH UNDOUBTEDLY CONTRIBUTES TO ITS GLOBAL RECOGNITION. THE ASSOCIATION OF FORMER STUDENTS MANAGES THE AGGIE RING PROGRAM WITH ORDERS TAKEN THROUGHOUT THE YEAR IN OUR AGGIE RING OFFICE. STUDENTS RECEIVE THEIR AGGIE RINGS DURING ONE OF THE ASSOCIATION'S AGGIE RING DAYS, WHICH DRAW THOUSANDS OF AGGIE STUDENTS, THEIR FAMILIES AND FRIENDS TOGETHER AT THE CLAYTON W. WILLIAMS, JR. ALUMNI CENTER FOR A CELEBRATION OF THIS MOMENTOUS MILESTONE. IN ADDITION TO SERVING CURRENT STUDENTS IN THE ORDERING PROCESS, OUR AGGIE RING OFFICE ALSO ASSISTS WITH RESIZING, REPAIRS AND REPLACEMENTS AND FACILITATES REPORTING OPPORTUNITIES FOR THOSE WHO HAVE LOST OR FOUND AN AGGIE RING. FIVE AGGIE RING COLLECTIONS, LOCATED IN THE CLAYTON W. WILLIAMS, JR. ALUMNI CENTER, DISPLAY NUMEROUS AGGIE RINGS DATING BACK TO 1890. THE COLLECTIONS ARE A HIGHLIGHT ATTRACTION ON THE A&M CAMPUS AND DRAW MANY VISITORS EACH YEAR. IN OCTOBER 2009, THE ASSOCIATION OF FORMER STUDENTS' BOARD OF DIRECTORS FORMALLY ESTABLISHED THE AGGIE RING SCHOLARSHIP PROGRAM. THROUGH THIS SPECIAL GIVING OPPORTUNITY, FORMER STUDENTS AND FRIENDS OF TEXAS A&M CAN HELP ENSURE THAT THE AGGIE RING IS AVAILABLE TO EVERY AGGIE WHO HAS EARNED THE RIGHT TO WEAR ONE. THE AGGIE RING IS ONE OF THE MOST RECOGNIZABLE PIECES OF JEWELRY IN THE WORLD. ONE OF THE MOST MEANINGFUL AND SOLEMN EVENTS HOSTED BY THE ASSOCIATION, AGGIE RING REMEMBRANCE IS A VERY SPECIAL CEREMONY IN WHICH THE FAMILY OF AGGIE STUDENTS WHO PASSED AWAY WHILE ENROLLED AT TEXAS A&M RECEIVE AN AGGIE RING CREST MOUNTED ON A BRONZE MEDALLION REMEMBERING AND HONORING THEIR CHILD OR SPOUSE. THIS SPECIAL CEREMONY IS HELD AT THE WILLIAMS ALUMNI CENTER PRIOR TO CAMPUS MUSTER EACH YEAR. HELD AT THE END OF THE FIRST DAY OF NEW STUDENT CONFERENCES, HOWDY SOCIALS WELCOME INCOMING STUDENTS AND THEIR FAMILIES TO THE CLAYTON W. WILLIAMS, JR. ALUMNI CENTER, THE AGGIE NETWORK AND THE BROADER BRYAN-COLLEGE STATION COMMUNITY. HOSTED BY THE ASSOCIATION OF FORMER STUDENTS PRIOR TO THE BEGINNING OF EACH FALL SEMESTER, HOWDY WEEK GATHERING IS DESIGNED TO WELCOME NEW STUDENTS TO CAMPUS AND PROVIDE THEM AN OPPORTUNITY TO MINGLE WITH CLASSMATES WHILE ENJOYING FREE FOOD AND DRINKS IN A FESTIVE ENVIRONMENT, ALONG WITH THEIR FIRST ON- CAMPUS YELL PRACTICE OF THE YEAR. STUDENTS ARE ENCOURAGED TO TRY ON AN AGGIE RING WITH THEIR CLASS YEAR, FURTHER BUILDING THE ANTICIPATION OF ONE DAY WEARING THEIR OWN RING. HOSTED BY THE ASSOCIATION OF FORMER STUDENTS, THIS MULTI-DAY CELEBRATION HONORS STUDENTS WHO ARE GRADUATING EACH SEMESTER. THE GRADUATION CELEBRATION ALLOWS STUDENTS TO LEARN MORE ABOUT THEIR ROLE AS FORMER STUDENTS AS WELL AS WAYS TO STAY CONNECTED THROUGH A&M CLUBS AND CONSTITUENT NETWORKS. IT ALSO PROVIDES AN OPPORTUNITY FOR STUDENTS TO MAKE THEIR CENTURY CLUB DONATION TO THE ASSOCIATION. THIS INFORMAL FAMILY EVENT MARKS THE OFFICIAL END OF THEIR TIME AS A STUDENT AND THE BEGINNING OF THEIR NEXT PHASE OF LIFE AS A FORMER STUDENT OF TEXAS A&M UNIVERSITY.THE ASSOCIATION OF FORMER STUDENTS IS PLEASED TO HOST A VARIETY OF EVENTS THROUGHOUT THE YEAR ALL OVER THE COUNTRY AS WELL AS IN THE PREMIER CLAYTON W. WILLIAMS, JR. ALUMNI CENTER. AS A 501(C)(3) CORPORATION, WHICH LEASES THE LAND ON WHICH OUR FACILITY RESIDES FROM THE STATE OF TEXAS, THE WILLIAMS ALUMNI CENTER MAY ONLY BE USED BY THE TEXAS A&M UNIVERSITY SYSTEM, TEXAS A&M UNIVERSITY, RECOGNIZED STUDENT ORGANIZATIONS OF TEXAS A&M UNIVERSITY AND AFFILIATES OF THE ASSOCIATION OF FORMER STUDENTS, INCLUDING CLASSES, A&M CLUBS AND CONSTITUENT NETWORKS. OUR EVENTS TEAM KNOWS THAT AN INDIVIDUAL'S FIRST IMPRESSION OF THE ASSOCIATION OF FORMER STUDENTS MAY BE MADE IN THE FIRST FEW MINUTES OF ATTENDING AN EVENT HELD IN THE WILLIAMS ALUMNI CENTER, REGARDLESS OF WHETHER THE EVENT IS ASSOCIATION-SPONSORED OR IS BEING HELD BY AN EXTERNAL GROUP. GIVEN THE ASSOCIATION'S VISION TO BE THE PREMIER ALUMNI ORGANIZATION, OUR EVENTS TEAM STRIVES TO ENSURE ALL EVENTS HELD IN THE WILLIAMS ALUMNI CENTER, AS WELL AS ALL ASSOCIATION-SPONSORED EVENTS, ARE PREMIER, WITH NO DETAIL BEING OVERLOOKED. THIS IMPORTANT TEAM OVERSEES THE ENTIRE PLANNING PROCESS AS WELL AS COORDINATES THE SETUP AND TEAR-DOWN OF EACH EVENT, GUIDANCE ON THE EVENT CHOREOGRAPHY AND ALL AUDIO/VIDEO NEEDS AND WORKS WITH THE CLIENT TO SECURE FOOD AND BEVERAGE NEEDS WITH OUR EXCLUSIVE CATERERS. ON HOME FOOTBALL GAME SATURDAYS, THE WILLIAMS ALUMNI CENTER BECOMES A HUB OF ACTIVITY FOR THE AGGIE NETWORK, AS WE DELIVER OUR BRAND PROMISE TO NURTURE BONDS THAT CAN LAST A LIFETIME. AGGIES AND THEIR FAMILIES AND FRIENDS CAN ENJOY FOOD AND BEVERAGES, CATCH ALL THE COLLEGE GAMES IN PROGRESS ON THE HUDDLESTON VIDEO WALL AND TAKE A KEEPSAKE PHOTO ON THE HAYNES RING PLAZA STARTING THREE HOURS BEFORE EVERY HOME GAME. WE ALSO FEATURE A LIVE BROADCAST FROM KYLE FIELD AND A RECORDING FROM A PREVIOUS HALFTIME SHOW, FEATURING THE FIGHTIN' TEXAS AGGIE BAND, ON THE HUDDLESTON VIDEO WALL FOR AGGIES WHO DO NOT HAVE A TICKET TO THE GAME. INCLUDED IN THE EVENTS OUR EVENTS TEAM PLANS AND EXECUTES EACH YEAR ARE:-AGGIE RING DAY -AGGIE RING REMEMBRANCE -ALL-AGGIE GRAD PARTY -ALL-AGGIE HULLABALOO -ALL-AGGIE TAILGATE -ASSOCIATION ACTIVITIES DURING BOWL GAMES AND SELECTED AWAY GAMES -BOARD AND LEADERSHIP COUNCIL MEETINGS -CLASS REUNIONS -CONSTITUENT NETWORK MEETINGS AND REUNIONS -DIAMOND CENTURY CLUB SPRING AND FALL RECOGNITION EVENTS -DISTINGUISHED ALUMNI GALA -ENDOWED CENTURY CLUB TAILGATE -ENDOWED ACADEMIC SCHOLARSHIP LUNCHEON -ENDOWED AGGIE RING SCHOLARSHIP DINNER -GATHERING -GRADUATE STUDENT WINE TASTING -HOWDY SOCIALS -PASS IT BACK DAY -RING REMEMBRANCE -SUL ROSS GROUP REUNION -TEXAS A&M ADVOCACY NETWORK -AGGIES ON THE HILL AND ORANGE & MAROON LEGISLATIVE DAY -THANK AN AG DAY -TRAVELLING AGGIES REUNION. 493649 489575 TEXAS AGGIE MAGAZINE - THE ASSOCIATION PROVIDES ANNUAL DONORS TO THE ASSOCIATION AN ANNUAL SUBSCRIPTION TO THE TEXAS AGGIE MAGAZINE. THIS SUBSCRIPTION IS VALUED AT $10 PER YEAR. THE FINANCIAL STATEMENTS REFLECT SUBSCRIPTION REVENUE BASED ON THE NUMBER OF ACTIVE ANNUAL FUND DONORS AT $10 EACH. SUBSCRIPTION REVENUE IS RECOGNIZED OVER TIME WHEN AN ISSUE IS PUBLISHED AND PROVIDED TO THE DONOR. THERE ARE NO ACCOUNTS RECEIVABLE FOR SUBSCRIPTIONS AT DECEMBER 31, 2024 AND 2023. AT DECEMBER 31, 2024 AND 2023, DEFERRED REVENUE OF $78,337 AND $97,892 WAS RECORDED FOR SUBSCRIPTIONS TO BE EARNED IN 2024 AND 2023 AND $489,575 AND $581,475 WAS RECOGNIZED AS SUBSCRIPTION REVENUE EARNED DURING 2024 AND 2023, RESPECTIVELY. 2122642 489575 16155840 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 74 0 1 168 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI NH NJ NY NC ND OH OK OR PA RI SC TN VA WV WI X THE ASSOCIATION CO ERIC W DENNIS VP AND CFO 9798457514 505 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 ROBERT H WHITE MEMBER 5.00 X 0 0 0 JOHN F DICKERSON MEMBER 5.00 X 0 0 0 SHARA B MCCLURE MEMBER 5.00 X 0 0 0 KEN ROBINSON MEMBER 5.00 X 0 0 0 CHARLES B BRAD BYNUM MEMBER 5.00 X 0 0 0 LAURIE HILL GUTIERREZ MEMBER 5.00 X 0 0 0 MARK C HEROD SR MEMBER 5.00 X 0 0 0 ANNA CECILIA CISSIE GONZALEZ MEMBER 5.00 X 0 0 0 JOHNITA DAVIS JONES MEMBER 5.00 X 0 0 0 BRUCE E CHINN MEMBER 5.00 X 0 0 0 AARON M POOL MEMBER 5.00 X 0 0 0 JEFFREY MILLER MEMBER 5.00 X 0 0 0 AMANDA L MANDY SCOTT MEMBER 5.00 X 0 0 0 TONY R WEBER MEMBER 5.00 X 0 0 0 BOBBY JENKINS CHAIR OF THE BOARD 5.00 X X 0 0 0 LIAS J JEFF STEEN CHAIR ELECT 5.00 X X 0 0 0 ROBERT E BOB JORDAN IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 PORTER S GARNER III PRESIDENT AND CEO 40.00 X 588676 0 92374 NICHOLAS K TAUNTON EXECUTIVE VICE PRESIDENT AND COO 40.00 X 308833 0 83534 CECILEE C HERD SENIOR VICE PRESIDENT - ENGAGEMENT 40.00 X 252915 0 75541 MARTIN W HOLMES VICE PRESIDENT 40.00 X 213906 0 48924 SCOT O WALKER VICE PRESIDENT 40.00 X 228812 0 53006 ANDREW ARIZPE VICE PRESIDENT - CFO 40.00 X 127975 0 10251 ALLISON SEIBERT VICE PRESIDENT 40.00 X 162382 0 48924 ERIC DENNIS VICE PRESIDENT - CFO 40.00 X 9400 0 0 ANDREA CHRIETZBERG CONTROLLER 40.00 X 128988 0 48145 TARA JIRINEC DIRECTOR OF INFORMATION SYSTEMS 40.00 X 119366 0 33189 RANDY REYES DIRECTOR OF MARKETING 40.00 X 113142 0 47891 DAVID VANNAMAN DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 108184 0 32349 2362579 0 574128 11 0 1 0 MIDWAY DEVELOPMENT GROUP 800 TOWN COUNTRY BLVD SUITE 200 HOUSTON TX 77024 ARCHITECT / AGGIE PARK DEVELOPMENT 736337 WILSON BENNETT 3053 HWY 367 N SUITE C AUSTIN AR 72007 FUNDRAISING CONSULTING 690911 SSC SERVICE SOLUTIONS COMPASS GROUP USA PO BOX 417632 BOSTON MA 022417632 LANDSCAPING AND CUSTODIAL 582659 TEXAS A&M UNIVERSITY DIVISION OF FINANC MS 6000 COLLEGE STATION TX 778436000 GENERAL SERVICES 480764 D MAGAZINE PARTNERS LP DBA D CUSTOM 750 NORTH ST PAUL STREET SUITE 21 DALLAS TX 75201 PUBLISHING 471314 11 18523263 5404850 18523263 RING COMMISSIONS 900004 3399512 3399512 SUPPORT OF TAMU 531390 1178807 1178807 TRAVEL COMMISSIONS 900099 665389 665389 SUBSCRIPTION REVENUE 900099 489575 489575 REUNIONS/RECEPTIONS 900099 261845 261845 216421 216421 6211549 6281649 6281649 1245904 97100 1148804 8710349 8678906 24883 31443 -24883 6560 6560 32268925 5329739 978910 7437013 6315378 6315378 2305454 1094483 758932 452039 4439946 2044147 1399479 996320 472783 210805 157700 104278 500910 231018 161501 108391 411604 190920 132113 88571 104288 42828 16291 45169 184052 184052 690911 690911 633059 633059 787949 498859 259761 29329 57000 42750 14250 1440848 975703 257806 207339 1339417 1267005 39141 33271 245946 163435 39820 42691 1193678 733477 231437 228764 1578346 1243565 154538 180243 208811 149821 31334 27656 FEDERAL INCOME TAXES 72507 46637 9565 16305 PRINTING & TYPESETTING 640551 417262 8821 214468 MAINTENANCE AND REPAIRS 627638 276284 218464 132890 MEMBERSHIP RECOGNITION 191716 1154 577 189985 52468 26257 21745 4466 24495260 16155840 4532084 3807336 8694082 12897763 136573 48068 32682363 28447466 819040 1418340 985976 1105223 41430435 18935860 22768779 22494575 149798545 164111521 3748970 3479259 219634328 234002215 2884867 6323127 753242 890003 1995 76390 2121085 2456326 5761189 9745846 X 50403125 51895404 163470014 172360965 213873139 224256369 219634328 234002215 7773665 2609565 0 X X 0 1 X 1 0 X 21724886 26244848 54982446 17403361 18523263 138878804 21724886 26244848 54982446 17403361 18523263 138878804 16832733 122046071 4844904 4702877 6129806 6707256 7430453 29815296 119703 246857 64717 163081 166007 760365 169454465 25510478 0.72020 0.83370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 184052 184052 15971788 16155840 957792 239448 0 0 980601 1000000 1000000 957792 3938393 5907590 130938 161113 186974 184052 663077 245150 250000 250000 239448 984598 1476897 498275 X 0 136251223 4829175 7198662 5495148 142783912 128981793 3426018 9620438 5777026 136251223 132032578 6033587 -4881687 4202685 128981793 109063432 5378220 22258467 4667541 132032578 97444022 4343888 10719243 3443721 109063432 0.19600 0.49900 0.30500 1 0 34380301 14335858 20044443 2900610 1182879 1717731 4149524 3417123 732401 22494575 MINERAL INTERESTS 1092080 F STOCKS, BONDS, AND OTHER SECURITIES 163019441 F 164111521 DEPOSITS FOR RINGS 457127 PROVISIONS FOR CONTINUING PROJECTS 1968878 RIGHT OF USE OF LIABILITY 30321 2456326 X 34245431 2609565 2609565 31635866 633059 633059 32268925 23862201 0 23862201 633059 633059 24495260 PART III, LINE 4: THE ASSOCIATION RECEIVED OVER THE YEARS AS DONATIONS A NUMBER OF BRONZES. IN 2009, THE ASSOCIATION COMMISSIONED AND INSTALLED A BRONZE 12 FOOT REPLICA OF A 1946 TEXAS AGGIE RING. THIS RING IS NOW DISPLAYED ON THE HAYNES RING PLAZA. PART V, LINE 4: THE ASSOCIATION OF FORMER STUDENTS' ENDOWMENT CONSISTS OF APPROXIMATELY 2,100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE PURPOSE OF ALL FUNDS ALIGN WITH THE ORGANIZATION'S MISSION TO STRENGTHEN THE ASSOCIATION OF FORMER STUDENTS; PROMOTE THE INTERESTS AND WELFARE OF TEXAS A&M UNIVERSITY; PERPETUATE TIES OF AFFECTION AND ESTEEM FORMED IN UNIVERSITY OR COLLEGE DAYS; AND SERVE THE STUDENT BODY. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM U.S. FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). THE ASSOCIATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION, AND CONTRIBUTIONS TO IT QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE ASSOCIATION RECORDED UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, RESPECTIVELY , IN EXPENDITURES. THE ASSOCIATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. X X X X 1 WILSON BENNETT 3053 HWY 367N SUITE C AUSTIN AR 72007 TELEMARKETING 0 945511 690911 254600 945511 690911 254600 AL AK AR CA CO CT DC GA FL HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) IN 2024, THE ASSOCIATION RETAINED WILSON BENNETT TO PERFORM TELEMARKETING SERVICES. ON AVERAGE, OUR ENGAGEMENT CENTER EMPLOYS 100 STUDENTS TO SOLICIT DONATIONS TO FURTHER OUR MISSION. AS WE REQUIRE THE VENDOR TO EMPLOY TEXAS A&M UNIVERSITY STUDENTS, IT PROVIDES CONNECTION WITH OUR FORMER AND CURRENT STUDENTS AND FUNDS FOR US TO USE TOWARDS MISSION SUPPORT. 0 TEXAS A&M UNIVERSITY 400 BIZZELL ST COLLEGE STATION TX 77843 746000531 501(C)(3) 6315378 0 APPROXIMATELY $247,000 WAS DONATED TO TAMU IN 2024 FOR THE CONSTRUCTION OF AGGIE PARK. THE REMAINDER OF THE GRANT TO TAMU WAS FOR THE FOLLOWING ITEMS: SUPPORT OF STUDENTS THROUGH ACTIVITIES, SCHOLARSHIPS, ACADEMIC SUPPORT, PROGRAMS, AWARDS, AND CAREER SERVICES; DEVELOP PARTNERSHIPS TO PROMOTE STUDENTS; ENDEAVORS AND EXPOSES CURRENT STUDENTS TO THE ASSOCIATION AND THE WORLDWIDE AGGIE NETWORK; STRIVE TO BRING THE ASSOCIATION AND THE AGGIE NETWORK TO ALL AGGIES WHILE ON CAMPUS; AND FOSTER RELATIONSHIPS WITH UNIVERSITY ADMINISTRATORS, FACULTY AND STAFF, AND COORDINATES EFFORTS WITH THE UNIVERSITY ON ASSOCIATION-FUNDED PROJECTS, PROGRAMS, AND AWARDS. 1 PART I, LINE 2: THE ORGANIZATION EVALUATES AND MONITORS DONEES BASED ON PUBLIC AND PRIVATE DATA. X X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 PORTER S GARNER III PRESIDENT AND CEO 405215 0 158000 0 25461 0 58650 0 33724 0 681050 0 0 0 NICHOLAS K TAUNTON EXECUTIVE VICE PRESIDENT AND COO 266335 0 25000 0 17498 0 52844 0 30690 0 392367 0 0 0 CECILEE C HERD SENIOR VICE PRESIDENT - ENGAGEMENT 215498 0 20000 0 17417 0 43587 0 31954 0 328456 0 0 0 SCOT O WALKER VICE PRESIDENT 208022 0 20000 0 790 0 39100 0 13906 0 281818 0 0 0 MARTIN W HOLMES VICE PRESIDENT 203500 0 0 0 10406 0 34941 0 13983 0 262830 0 0 0 ALLISON SEIBERT VICE PRESIDENT 147241 0 15000 0 141 0 28989 0 19935 0 211306 0 0 0 ANDREA CHRIETZBERG CONTROLLER 121035 0 7500 0 453 0 23993 0 24152 0 177133 0 0 0 RANDY REYES DIRECTOR OF MARKETING 105439 0 7500 0 203 0 21840 0 26051 0 161033 0 0 0 TARA JIRINEC DIRECTOR OF INFORMATION SYSTEMS 111516 0 7500 0 350 0 20590 0 12599 0 152555 0 0 0 PART I, LINE 1A THE ASSOCIATION PROVIDES THE PRESIDENT AND CEO A GOLF MEMBERSHIP AT PEBBLE CREEK COUNTRY CLUB. COUNTRY CLUB MEMBERSHIPS WERE INCLUDED ON THE PRESIDENT AND CEO'S FORM W-2'S AS TAXABLE INCOME. INFREQUENTLY, THE ASSOCIATION WILL USE A PRIVATE SHUTTLE FOR TRAVEL. ON OCCASION, WHEN CERTAIN EMPLOYEES ARE ATTENDING AN EVENT WHERE SPOUSES ARE ENCOURAGED TO ATTEND BECAUSE OTHER ATTENDEES WILL BE ACCOMPANIED BY THEIR SPOUSE, IT IS THE ASSOCIATION'S POLICY TO ALLOW SPOUSES AND OR COMPANIONS TO ATTEND WITH ADEQUATE EXPLANATION PRIOR TO THE TRAVEL AND ADEQUATE APPROVALS. TRAVEL FOR COMPANIONS IS INCLUDED ON FORM W-2 AS TAXABLE INCOME. PART I, LINE 4B IN 2021, THE ASSOCIATION ENTERED INTO A DEFERRED COMPENSATION PLAN. THE ASSOCIATION ACCRUES THE PRESENT VALUE OF THE ESTIMATED FUTURE BENEFIT PAYMENTS TO BE MADE OVER THE LIFE OF THE PLAN, WHICH ENDS ON MARCH 15, 2028. THE ASSOCIATION RECOGNIZED EXPENSES OF $400,000 IN 2024 RELATED TO THIS PLAN, WHICH WAS INCLUDED IN BOTH SHORT-TERM AND LONG-TERM ACCRUED LIABILITIES ON THE STATEMENT OF FINANCIAL POSITION. THE AMOUNTS TO BE EARNED UNDER THE PLAN VEST OVER TIME AND ARE BASED ON SPECIFIC REQUIREMENTS BEING MET PER THE PLAN DOCUMENT. IN 2024, A PORTION WAS VESTED AND PAID OUT. PART I, LINE 7 ANNUAL VARIABLE PAY DISTRIBUTIONS FOR THE STAFF OF THE ORGANIZATION ARE DETERMINED BY THE PRESIDENT AND CEO. THE YEARLY VARIABLE PAY FOR THE PRESIDENT/CEO IS DETERMINED BY THE BOARD. X 93 5404850 HI/LO STOCK PRICE AVG 0 1 1 PART I, LINE 32B: THE ORGANIZATION ENGAGES THIRD PARTIES TO SELL STOCKS AND SECURITIES WHICH ARE RECEIVED AS CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CONTROLLER AND ERIC W. DENNIS, VICE PRESIDENT AND CFO. COPIES OF THE FORM 990 ARE PROVIDED TO THE AUDIT COMMITTEE, WHICH HAS BEEN APPOINTED BY THE BOARD TO PROVIDE OVERSIGHT. THE AUDIT COMMITTEE REVIEWS THE RETURN AND RECOMMENDS APPROVAL TO THE BOARD. COPIES OF THE FORM 990 ARE PROVIDED TO THE BOARD FOR REVIEW PRIOR TO APPROVAL AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION OF FORMER STUDENTS' BOARD OF DIRECTORS AND OFFICERS CONSISTS OF INDIVIDUALS FROM DIVERSE PROFESSIONAL EXPERIENCE AND PHILANTHROPIC INTERESTS WHO GENEROUSLY GIVE OF THEIR TIME, SKILLS AND JUDGMENT FOR THE BENEFIT OF THE ASSOCIATION OF FORMER STUDENTS AND TEXAS A&M UNIVERSITY. THE VARIED BACKGROUND OF THE DIRECTORS AND OFFICERS OF THE ASSOCIATION MAY OCCASIONALLY RESULT IN AN APPARENT OR ACTUAL DUALITY OR CONFLICT OF INTEREST. THE ASSOCIATION WILL NOT ENGAGE IN BUSINESS OR FINANCIAL TRANSACTIONS WITH MEMBERS OF ITS BOARD OF DIRECTORS OR OFFICERS OR WITH ANY ENTITY IN WHICH A DIRECTOR OR OFFICER HAS A SUBSTANTIAL INTEREST, EXCEPT WITH APPROPRIATE DISCLOSURE AND AUTHORIZATION PURSUANT TO THIS POLICY. DISCLOSURE: IT IS THE POLICY OF THE ASSOCIATION TO REQUIRE DISCLOSURE BY ITS DIRECTORS AND OFFICERS OF SITUATIONS THAT INVOLVE PERSONAL, FAMILIAL OR BUSINESS RELATIONSHIPS BETWEEN A DIRECTOR OR OFFICER AND THE ASSOCIATION OR TEXAS A&M UNIVERSITY WHICH MAY CAUSE THE ASSOCIATION OR THE UNIVERSITY TO BE VULNERABLE TO CRITICISM OR EMBARRASSMENT OR WHICH MAY IMPAIR THE INDEPENDENT UNBIASED JUDGMENT OF THE DIRECTOR OR OFFICER IN DISCHARGE OF HIS/HER RESPONSIBILITIES TO THE ASSOCIATION. RELATIONSHIPS WHICH REQUIRE DISCLOSURE ARE GENERALLY A RESULT OF ACTUAL, PERCEIVED OR POTENTIAL PERSONAL BENEFIT FROM A BUSINESS OR FINANCIAL TRANSACTION BETWEEN THE DIRECTOR OR OFFICER AND THE ASSOCIATION OR UNIVERSITY. A. ASSUMING THE AMOUNT OF BUSINESS DONE BY THE ASSOCIATION WITH ANY PUBLICLY HELD COMPANY HAS VIRTUALLY NO EFFECT ON THE TOTAL RESULTS OF SUCH COMPANY, THE OWNERSHIP OF SHARES IN A PUBLICLY HELD CORPORATION, AS LONG AS THE OWNERSHIP CONSTITUTES LESS THAN FIVE (5) PERCENT OF THE SHARES OUTSTANDING, DOES NOT REPRESENT A BUSINESS RELATIONSHIP WHICH MUST BE DISCLOSED. B. DISCLOSURE IS REQUIRED IN WRITING ANNUALLY ON A FORM PROVIDED BY THE ASSOCIATION AND THEREAFTER UPON ANY CHANGE IN CIRCUMSTANCES WHICH MAY PRESENT A CONFLICT. COPIES OF THIS WRITTEN DISCLOSURE WILL BE FURNISHED TO THE PRESIDENT AND CEO AND CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR THE ASSOCIATION CONDUCTS A COMPARABILITY STUDY PRIOR TO MAKING ANY CHANGES TO COMPENSATION FOR THE PRESIDENT AND CEO. PRIOR TO THE 4TH QUARTER BOARD MEETING, SURVEY DATA IS GATHERED BY THE VICE PRESIDENT FOR COMMUNICATIONS AND HUMAN RESOURCES AND PRESENTED TO THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW. THE DATA PRESENTED INCLUDES SURVEY DATA GATHERED FROM A MINIMUM OF THREE INDEPENDENT SURVEYS, AS WELL AS LOCAL MARKET DATA. THE COMPENSATION COMMITTEE PROVIDES AN OPINION TO THE EXECUTIVE COMMITTEE ON COMPENSATION PARAMETERS FOR THE PRESIDENT AND CEO, WHICH ARE USED IN DETERMINING THE EXECUTIVE COMMITTEE'S RECOMMENDATION TO THE FULL BOARD ON ANY COMPENSATION CHANGES. ANY COMPENSATION CHANGES ARE APPROVED BY THE FULL BOARD DURING THE NEXT 1ST QUARTER BOARD MEETING AND BECOME EFFECTIVE APRIL 1 OF THAT YEAR. IN ADDITION TO THIS ANNUAL PROCESS, THE ASSOCIATION ALSO PERIODICALLY ENGAGES A CONSULTANT TO REVIEW THE COMPENSATION RANGES ESTABLISHED FOR THE PRESIDENT AND CEO, WITH THE MOST RECENT STUDY COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S GOVERNING DOCUMENTS ARE POSTED ON THEIR WEBSITE FOR VIEWING BY THE PUBLIC. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGE TO THE AUDIT PROCEDURES OCCURRED DURING THE CURRENT YEAR.