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Cullum Files

historical records

Class Notes

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Finance Staff

The mission of the finance department is to provide strategic, financial, accounting, and business operations support for WPAOG while working closely with the United States Military Academy. We provide financial controls, accounting, and reporting in accordance with Generally Accepted Accounting Policies and other non-profit regulations. Our staff of seven highly seasoned professionals exercises the highest level of financial integrity and transparency; while, ensuring sound financial, budgetary, and operational controls are present. The department oversees the following external filings:

westpointaog.org/financialreports

  • Audited Financial Statements
  • Form 990 tax return
  • Regulatory Filings

Internally we support:

  • Investments—working with the Investment Committee overseeing more than $190 million in assets
  • Endowments—more than 232 accounts with a value in excess of $138 million
  • Class Administration Account—78 accounts classes
  • Class Gift Accounts—70 accounts classes westpointaog.org/classfinancials
  • Other Restricted Gifts
  • Gift Shop
  • Alumni Events

We work closely with the Audit and Compliance, Investment and Finance Committees of the Board of Directors to ensure accurate and timely reporting. We are here to support West Point and its Graduates. Finally, we work with all the class leadership members to provide financial information on class gifts and class administration accounts. We are here to support the alumni effort and fundraising efforts. In the spirit of transparency we encourage you to review all of our links.

Executive Staff

Robert SchafferRobert Schaffer
Chief Financial Officer
robert.schaffer@wpaog.org
845.446.1560 (Bio)

 

 

Financial Services

Judy CollinsJudy Collins
Controller
judy.collins@wpaog.org

 

 

Katherine DeMarco

Katherine DeMarco
Director of Finance
Katherine.demarco@wpaog.org
845.446.1583

 

 

Lisa Taylor-IlardiLisa Taylor-Ilardi
Accounts Payable Manager
lisa.taylor-ilardi@wpaog.org
845.446.1509

 

 

Reports/Investments/Budget

Carol DuryeaCarol Duryea
Accounting Analyst
carol.duryea@wpaog.org
845.446.1507

 

 

Sandi ZekoSandi Zeko
Senior Financial Analyst
sandi.zeko@wpaog.org
845.446.1591