Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Penn State Alumni Association
EIN 20-3099942 • 501(c)3 • Avon, CT
Profile
To provide affordable and reliable round trip bus service to students from 3 regional locations in NE to main Penn State campus in PA. This service is provided 3 times per yr on Thanksgiving, Christmas and Spring Break. All net proceeds go to student scholarships. In addition the Chapter serves as the principal source of contact with CT PSU current and alumni through meetings and other activities including an annual Freshman Sendoff picnic, ongoing athletic events, etc.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
85th percentile
Faster asset growth than 85% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Balance Sheet
Assets
Up$38,924
Up $12,079 (+45%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Up$38,924
Up $12,079 (+45%) from 2024
Revenue
Up$188,154
Up $818 (+0.4%) from 2024
Expenses
Down$176,075
Down $5,381 (-3.0%) from 2024
Net Income
Up$12,079
Up $6,199 (+105%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $38,924
- Liabilities
- $0
- Net assets
- $38,924
- Revenue
- $188,154
- Expenses
- $176,075
- Net income
- $12,079
Latest Detailed Filing
The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2021 to Jun 30, 2022
- Signed
- Oct 17, 2022
- Return Version
- 2021v4.0
- Gross Receipts
- $99,264
Mission and Program Overview
Mission
To provide affordable and reliable round trip bus service to students from 3 regional locations in NE US to main Penn State campus in PA This service is provided 3 times per year for Thanksgiving Christmas and Spring break All net proceeds of this service go to student scholarships In addition the Chapter serves as the principal source of contact with both current students parents and alumni through in person meetings social media and other activities These include an Annual Freshmen sendoff picnic for students and parents ongoing athletic events and watch parties and fundraising events
To provide affordable and reliable round trip bus service to students from 3 regional locations in NE to main Penn State campus in PA. This service is provided 3 times per yr on Thanksgiving, Christmas and Spring Break. All net proceeds go to student scholarships. In addition the Chapter serves as the principal source of contact with CT PSU current and alumni through meetings and other activities including an annual Freshman Sendoff picnic, ongoing athletic events, etc.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Principal accomplishment during the year was providing bus service to students as outlined in Part lll. Any net revenue is dedicated to providing student scholarships. Income and Expense of this bus service is indicated below | $92,335 | $82,345 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kate Wiltsie | President | PT | $0 | - | - |
| Vacant | Vice President | - | $0 | - | - |
| Harry Best | Treasurer | - | $0 | - | - |
| Lisa Sands | Secretary | - | $0 | - | - |
| Greg Malone | Bus Coordinator | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Penn State Alumni Association
- EIN
- 20-3099942
- Phone
- 8605751911
- Address
- 7 Cherry Tree Lane, Avon, CT 06001
Signing Officer
- Name
- Harry Best
- Title
- Treasurer
- Phone
- 8605751911
- Signed
- 2022-10-17
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 10
“PSU CT Valley Endowed Scholarship $10,000 additional donation PSU THON Largest Student Run Fundraiser in US $150”
Form 990-EZ, Part I, Line 16
“Line 16 Fullington Bus Cost of busses to provide student transportation to/from campus $82,345 Meetings, mailings to students, supplies $2345”
Raw XML Appendix174 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Harry Best |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8605751911 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7 Cherry Tree Lane |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Avon |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 06001 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 17805 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 16701 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1959 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1104 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 0 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 17805 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 16701 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 3315 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 10150 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 99264 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/GroupExemptionNum | 0 | 3691 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 1655 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 17805 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 16701 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 17805 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 16701 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 6 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Kate Wiltsie |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Vacant |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Harry Best |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Lisa Sands |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Greg Malone |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Bus Coordinator |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 84690 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To provide affordable and reliable round trip bus service to students from 3 regional locations in NE to main Penn State campus in PA. This service is provided 3 times per yr on Thanksgiving, Christmas and Spring Break. All net proceeds go to student scholarships. In addition the Chapter serves as the principal source of contact with CT PSU current and alumni through meetings and other activities including an annual Freshman Sendoff picnic, ongoing athletic events, etc. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 3746 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 92335 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Principal accomplishment during the year was providing bus service to students as outlined in Part lll. Any net revenue is dedicated to providing student scholarships. Income and Expense of this bus service is indicated below |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 92335 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 82345 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 1782 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 1533 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 98586 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 82345 |
| IRS990EZ/TotalRevenueAmt | 0 | 97482 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 3614 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2854 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4582 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5732 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8412 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 25194 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 93868 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 2121 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 104828 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 129031 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 125990 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 455838 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 481032 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 97482 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 4975 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 109410 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 134763 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 134402 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 481032 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 97482 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 4975 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 109410 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 134763 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 134402 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 481032 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PSU CT Valley Endowed Scholarship $10,000 additional donation PSU THON Largest Student Run Fundraiser in US $150 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Line 16 Fullington Bus Cost of busses to provide student transportation to/from campus $82,345 Meetings, mailings to students, supplies $2345 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL2 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd | 0 | 1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 11 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Harry Best |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8605751911 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-10-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PENN STATE ALUMNI ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PENN |
| ReturnHeader/Filer/EIN | 0 | 203099942 |
| ReturnHeader/Filer/PhoneNum | 0 | 8605751911 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7 Cherry Tree Lane |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Avon |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 06001 |
| ReturnHeader/ReturnTs | 0 | 2022-10-18T15:48:13-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.