Civic Intelligence

Psi Upsilon Tr Association of Syracuse

990 • Fiscal year 2019 • EIN 15-0536145

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 21, 2020

Organization ProfileWWW.PSIU.ORG
C/O Sciarabba Walker 410 E UplandIthaca, NY 14850

(607) 272-5550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.18x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.34x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Net Margin

78th percentile

17%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2019

Asset Growth

75th percentile

9.1%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

17%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$860,814

Up $71,808 (+9.1%) from 2018

Net Assets

Up

$707,371

Up $75,022 (+12%) from 2018

Liabilities

Down

$153,443

Down $3,214 (-2.1%) from 2018

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin78th percentile

Revenue

Up

$451,330

Up $65,626 (+17%) from 2018

Expenses

Up

$376,308

Up $38,935 (+12%) from 2018

Net Income

Up

$75,022

Up $26,691 (+55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $382,247Liabilities 2011: $32,391Net Assets 2011: $349,8562011Assets 2012: $409,985Liabilities 2012: $20,621Net Assets 2012: $389,3642012Assets 2013: $644,916Liabilities 2013: $214,503Net Assets 2013: $430,4132013Assets 2014: $750,423Liabilities 2014: $278,057Net Assets 2014: $472,3662014Assets 2015: $741,738Liabilities 2015: $228,431Net Assets 2015: $513,3072015Assets 2016: $755,004Liabilities 2016: $210,871Net Assets 2016: $544,1332016Assets 2017: $776,243Liabilities 2017: $191,706Net Assets 2017: $584,5372017Assets 2018: $789,006Liabilities 2018: $156,657Net Assets 2018: $632,3492018Assets 2019: $860,814Liabilities 2019: $153,443Net Assets 2019: $707,3712019Assets 2020: $819,118Liabilities 2020: $101,719Net Assets 2020: $717,3992020Assets 2021: $849,229Liabilities 2021: $111,227Net Assets 2021: $738,0022021Assets 2022: $881,413Liabilities 2022: $147,938Net Assets 2022: $733,4752022Assets 2023: $1,003,154Liabilities 2023: $167,781Net Assets 2023: $835,3732023Assets 2025: $1,081,378Liabilities 2025: $180,708Net Assets 2025: $900,6702025

Highlighted filing

2019

Assets$860,814
Liabilities$153,443
Net Assets$707,371
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $280,479Expenses 2011: $248,456Net Income 2011: $32,0232011Revenue 2012: $249,292Expenses 2012: $209,784Net Income 2012: $39,5082012Revenue 2013: $339,998Expenses 2013: $298,949Net Income 2013: $41,0492013Revenue 2014: $374,192Expenses 2014: $332,240Net Income 2014: $41,9522014Revenue 2015: $427,011Expenses 2015: $386,069Net Income 2015: $40,9422015Revenue 2016: $464,066Expenses 2016: $433,240Net Income 2016: $30,8262016Revenue 2017: $398,445Expenses 2017: $358,041Net Income 2017: $40,4042017Revenue 2018: $385,704Expenses 2018: $337,373Net Income 2018: $48,3312018Revenue 2019: $451,330Expenses 2019: $376,308Net Income 2019: $75,0222019Revenue 2020: $388,154Expenses 2020: $378,126Net Income 2020: $10,0282020Revenue 2021: $361,787Expenses 2021: $341,182Net Income 2021: $20,6052021Revenue 2022: $403,201Expenses 2022: $407,728Net Income 2022: -$4,5272022Revenue 2023: $528,541Expenses 2023: $431,715Net Income 2023: $96,8262023Revenue 2025: $494,397Expenses 2025: $457,912Net Income 2025: $36,4852025

Highlighted filing

2019

Revenue$451,330
Expenses$376,308
Net Income$75,022
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 21, 2020
Return Version
2018v3.1
Gross Receipts
$451,330
Mission and Program Overview

Mission

SEE BELOW.

The brothers of psi upsilon are a select group of individuals sharing similar ideals, hopes, and purposes, bonded together by deep friendship and mutual understanding. Such a bond provides the foundation which enables the college student to become a poised and self-confident adult, equipped with a keener mind, a greater appreciation, and broader sympathies. This bond is further fortified by a group of true and understanding friends who will stand by him throughout life. The outward manifestation of the philosophical underpinnings of psi upsilon are the ways in which we treat ourselves, each other, and those around us.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$724,239$743,320▲ $19,081
Rtn Earn Endowment Incm Other Fnds$632,349$707,371▲ $75,022
Cash and Non-Interest-Bearing Accounts$25,228$83,347▲ $58,119
Loans From Officers Directors$80,071$80,071→ $0
Accounts Receivable$34,140$29,338▼ $4,802
Prepaid Expenses and Deferred Charges$1,800$1,800→ $0
Intangible Assets$2,602$1,561▼ $1,041
Savings and Temporary Cash Investments$997$998▲ $1
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$789,006$860,814▲ $71,808
Other Assets Total$0$450▲ $450
Liabilities
Unsecured Notes Loans Payable$41,762$54,450▲ $12,688
Other Liabilities$34,420$18,750▼ $15,670
Accounts Payable and Accrued Expenses$404$172▼ $232
Total Liabilities$156,657$153,443▼ $3,214
Net Assets / Fund Balance
Total Net Assets Fund Balance$632,349$707,371▲ $75,022
Total Liabilities and Net Assets / Fund Balance$789,006$860,814▲ $71,808

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$729,630$514,435$1,244,065
Other Land Buildings$800$42,196$42,996
Equipment$2,890$39,669$42,559
Land$10,000-$10,000
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Rocco MacriPresident
Kenny Mcdonald2nd Vice President
Eric Potthast3rd Vice President
George FanelliVice President
Shane WoolsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,222
Program Service Revenue
$368,955
Investment Income
$1
Other Revenue
$10,152
All Other Contributions
$72,222
Change in Net Assets
$75,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,064
Grants and Similar Amounts Paid$2,244
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$123,611
Depreciation Depletion---$26,014
Fees for Services Accounting---$17,725
All Other Expenses---$11,210
Insurance---$11,003
Other Expenses---$9,649
Fees for Services Other---$7,730
Interest---$3,337
Grants to Domestic Orgs---$2,244
Conferences and Meetings---$1,900
Total Functional Expenses$0$0$0$376,308
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$80,071$80,071→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$18,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“MEMBERS”

Form 990, Part VI, Section A, Line 7A

“Members elect the governing body”

Form 990, Part VI, Section A, Line 7B

“Members approve decisions of governing body”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The return is presented to the governing body for review and distribution before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Psi Upsilon Trust Association
EIN
15-0536145
Phone
6072725550
Address
C/O SCIARABBA WALKER 410 E UPLAND, ITHACA, NY 14850

Signing Officer

Name
Shane Woolson
Title
Treasurer
Phone
6072725550
Signed
2020-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shane Woolson
Formed
1885
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Sciarabba Walker & Co Llp
Address
410 EAST UPLAND ROAD, ITHACA, NY 14850
Preparer
Carolyn Austin
Phone
6072725550
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Composite 3,929. Prior year expenses 2,915. Stationary 994. Initiation 929. Discount per contract 900. Philanthropy registrations 589. Bad debt / write off 588. Nys corp. Tax 250. Administration 80. Officers fund 36.”

Raw XML Appendix385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0404
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0172
IRS990/AccountsReceivableGrp/BOYAmt034140
IRS990/AccountsReceivableGrp/EOYAmt029338
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE BROTHERS OF PSI UPSILON ARE A SELECT GROUP OF INDIVIDUALS SHARING SIMILAR IDEALS, HOPES, AND PURPOSES, BONDED TOGETHER BY DEEP FRIENDSHIP AND MUTUAL UNDERSTANDING. SUCH A BOND PROVIDES THE FOUNDATION WHICH ENABLES THE COLLEGE STUDENT TO BECOME A POISED AND SELF-CONFIDENT ADULT, EQUIPPED WITH A KEENER MIND, A GREATER APPRECIATION, AND BROADER SYMPATHIES. THIS BOND IS FURTHER FORTIFIED BY A GROUP OF TRUE AND UNDERSTANDING FRIENDS WHO WILL STAND BY HIM THROUGHOUT LIFE. THE OUTWARD MANIFESTATION OF THE PHILOSOPHICAL UNDERPINNINGS OF PSI UPSILON ARE THE WAYS IN WHICH WE TREAT OURSELVES, EACH OTHER, AND THOSE AROUND US.
IRS990/AllOtherContributionsAmt072222
IRS990/AllOtherExpensesGrp/TotalAmt011210
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCIARABBA WALKER & CO LLP
IRS990/BooksInCareOfDetail/PhoneNum06072725550
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0410 E UPLAND RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ITHACA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014850
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt025228
IRS990/CashNonInterestBearingGrp/EOYAmt083347
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt01900
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt072222
IRS990/CYGrantsAndSimilarPaidAmt02244
IRS990/CYInvestmentIncomeAmt01
IRS990/CYOtherExpensesAmt0374064
IRS990/CYOtherRevenueAmt010152
IRS990/CYProgramServiceRevenueAmt0368955
IRS990/CYRevenuesLessExpensesAmt075022
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0376308
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0451330
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt026014
IRS990/Desc0TO PROVIDE ROOM, BOARD AND FELLOWSHIP TO MEMBERS OF COLLEGE FRATERNITY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt017725
IRS990/FeesForServicesOtherGrp/TotalAmt07730
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROCCO MACRI
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE FANELLI
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNY MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm3ERIC POTTHAST
IRS990/Form990PartVIISectionAGrp/PersonNm4SHANE WOOLSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt33RD VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01885
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02244
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0451330
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupExemptionNum00887
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt06815
IRS990/InsuranceGrp/TotalAmt011003
IRS990/IntangibleAssetsGrp/BOYAmt02602
IRS990/IntangibleAssetsGrp/EOYAmt01561
IRS990/InterestGrp/TotalAmt03337
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0596300
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0724239
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0743320
IRS990/LandBldgEquipCostOrOtherBssAmt01339620
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt080071
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt080071
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE BELOW.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0632349
IRS990/NetAssetsOrFundBalancesEOYAmt0707371
IRS990/NetUnrelatedBusTxblIncmAmt0-249
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt0123611
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0450
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SOCIAL
IRS990/OtherExpensesGrp/Desc1CATERING
IRS990/OtherExpensesGrp/Desc2DUES AND FEES
IRS990/OtherExpensesGrp/Desc3STEWART HOUSE ALUMNI SE
IRS990/OtherExpensesGrp/TotalAmt076069
IRS990/OtherExpensesGrp/TotalAmt169020
IRS990/OtherExpensesGrp/TotalAmt216796
IRS990/OtherExpensesGrp/TotalAmt39649
IRS990/OtherLiabilitiesGrp/BOYAmt034420
IRS990/OtherLiabilitiesGrp/EOYAmt018750
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PRIOR YEAR INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010152
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010152
IRS990/OtherRevenueTotalAmt010152
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01800
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01800
IRS990/PrincipalOfficerNm0SHANE WOOLSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0721310
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0ROOM AND BOARD
IRS990/ProgramServiceRevenueGrp/Desc1DUES AND FEES
IRS990/ProgramServiceRevenueGrp/Desc2SOCIAL
IRS990/ProgramServiceRevenueGrp/Desc3PARLOR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0242528
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt163484
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt255683
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0242528
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt163484
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt255683
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt042008
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04
IRS990/PYOtherExpensesAmt0337373
IRS990/PYOtherRevenueAmt0540
IRS990/PYProgramServiceRevenueAmt0343152
IRS990/PYRevenuesLessExpensesAmt048331
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0337373
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0385704
IRS990/ReconcilationRevenueExpnssAmt075022
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0632349
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0707371
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0997
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0998
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0729630
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0514435
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01244065
IRS990ScheduleD/EquipmentGrp/BookValueAmt02890
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039669
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042559
IRS990ScheduleD/LandGrp/BookValueAmt010000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0800
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042196
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0743320
IRS990ScheduleD/TotalLiabilityAmt018750
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt050000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt171
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt225000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt35000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd30
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd30
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FOR CAPITAL IMPROVEMENTS TO FACILITY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1FOR SUPPLIES AND MAINTENANCE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2FOR CAPITAL IMPROVEMENTS TO FACILITY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt3FOR CAPITAL IMPROVEMENTS TO FACILITY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd3X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt050000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt12071
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt225000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt35000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JAMES CORNACCHIA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1JAMES CORNACCHIA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2JAMES CORNACCHIA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm3JAMES CORNACCHIA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0NONE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1NONE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2NONE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt3NONE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd30
IRS990ScheduleL/TotalBalanceDueAmt080071
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS APPROVE DECISIONS OF GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE RETURN IS PRESENTED TO THE GOVERNING BODY FOR REVIEW AND DISTRIBUTION BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPOSITE 3,929. PRIOR YEAR EXPENSES 2,915. STATIONARY 994. INITIATION 929. DISCOUNT PER CONTRACT 900. PHILANTHROPY REGISTRATIONS 589. BAD DEBT / WRITE OFF 588. NYS CORP. TAX 250. ADMINISTRATION 80. OFFICERS FUND 36.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0789006
IRS990/TotalAssetsEOYAmt0860814
IRS990/TotalAssetsGrp/BOYAmt0789006
IRS990/TotalAssetsGrp/EOYAmt0860814
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt072222
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0376308
IRS990/TotalGrossUBIAmt01
IRS990/TotalLiabilitiesBOYAmt0156657
IRS990/TotalLiabilitiesEOYAmt0153443
IRS990/TotalLiabilitiesGrp/BOYAmt0156657
IRS990/TotalLiabilitiesGrp/EOYAmt0153443
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0632349
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0707371
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0368955
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0379107
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0451330
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0789006
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0860814
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt041762
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt054450
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O SCIARABBA WALKER 410 E UPLAND
IRS990/USAddress/CityNm0ITHACA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014850
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PSIU.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANE WOOLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06072725550
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PSI UPSILON TRUST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PSIU
ReturnHeader/Filer/EIN0150536145
ReturnHeader/Filer/PhoneNum06072725550
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SCIARABBA WALKER 410 E UPLAND
ReturnHeader/Filer/USAddress/CityNm0ITHACA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014850
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ECDE83FA3CE3CC3601943A18322DF2982BD56F4D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0507C01BEDEAB4F280F6AC90DB4DC6DECC6FC59B7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.152.125.150
ReturnHeader/FilingSecurityInformation/IPDt02020-02-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:45:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161071694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCIARABBA WALKER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0410 EAST UPLAND ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ITHACA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014850
ReturnHeader/PreparerPersonGrp/PhoneNum06072725550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN AUSTIN
ReturnHeader/ReturnTs02020-02-21T08:45:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$860,814
Liabilities
$153,443
Net assets
$707,371
Revenue
$451,330
Expenses
$376,308
Net income
$75,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.18$0.90$0.49$0.46$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.17$0.84$0.53$0.43$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.15$0.73$0.40$0.41$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.11$0.74$0.36$0.34$0.02
2020Summary only. Only limited summary data is available for this year.$0.82$0.10$0.72$0.39$0.38$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.15$0.71$0.45$0.38$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.16$0.63$0.39$0.34$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.19$0.58$0.40$0.36$0.04
2016Summary only. Only limited summary data is available for this year.$0.76$0.21$0.54$0.46$0.43$0.03
2015Summary only. Only limited summary data is available for this year.$0.74$0.23$0.51$0.43$0.39$0.04
2014Summary only. Only limited summary data is available for this year.$0.75$0.28$0.47$0.37$0.33$0.04
2013Summary only. Only limited summary data is available for this year.$0.64$0.21$0.43$0.34$0.30$0.04
2012Summary only. Only limited summary data is available for this year.$0.41$0.02$0.39$0.25$0.21$0.04
2011Summary only. Only limited summary data is available for this year.$0.38$0.03$0.35$0.28$0.25$0.03