Civic Intelligence

Penn State Alumni Association

990EZ • Fiscal year 2022 • EIN 20-3099942

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 17, 2022

7 Cherry Tree LaneAvon, CT 06001

(860) 575-1911

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

37th percentile

-1.1%

Higher net margin than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-6.7%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

1859%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$16,701

Down $1,204 (-6.7%) from 2021

Net Assets

$16,701

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$97,482

Up $92,507 (+1859%) from 2021

Expenses

Up

$98,586

Up $66,494 (+207%) from 2021

Net Income

Up

-$1,104

Up $26,013 (+96%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $22,369Liabilities 2012: $02012Assets 2013: $47,010Liabilities 2013: $02013Assets 2014: $15,104Liabilities 2014: $02014Assets 2015: $17,326Liabilities 2015: $02015Assets 2016: $14,912Liabilities 2016: $02016Assets 2017: $42,075Liabilities 2017: $02017Assets 2018: $17,959Liabilities 2018: $02018Assets 2019: $17,228Liabilities 2019: $02019Assets 2020: $44,921Liabilities 2020: $02020Assets 2021: $17,905Liabilities 2021: $02021Assets 2022: $16,701Liabilities 2022: $0Net Assets 2022: $16,7012022Assets 2023: $20,965Liabilities 2023: $0Net Assets 2023: $20,9652023Assets 2024: $26,845Liabilities 2024: $0Net Assets 2024: $26,8452024Assets 2025: $38,924Liabilities 2025: $0Net Assets 2025: $38,9242025

Highlighted filing

2022

Assets$16,701
Liabilities$0
Net Assets$16,701

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $125,110Expenses 2012: $125,406Net Income 2012: -$2962012Revenue 2013: $128,724Expenses 2013: $104,083Net Income 2013: $24,6412013Revenue 2014: $117,918Expenses 2014: $149,824Net Income 2014: -$31,9062014Revenue 2015: $132,903Expenses 2015: $130,680Net Income 2015: $2,2232015Revenue 2016: $133,428Expenses 2016: $135,842Net Income 2016: -$2,4142016Revenue 2017: $138,335Expenses 2017: $111,172Net Income 2017: $27,1632017Revenue 2018: $134,402Expenses 2018: $158,515Net Income 2018: -$24,1132018Revenue 2019: $134,763Expenses 2019: $135,494Net Income 2019: -$7312019Revenue 2020: $109,410Expenses 2020: $81,716Net Income 2020: $27,6942020Revenue 2021: $4,975Expenses 2021: $32,092Net Income 2021: -$27,1172021Revenue 2022: $97,482Expenses 2022: $98,586Net Income 2022: -$1,1042022Revenue 2023: $174,679Expenses 2023: $170,415Net Income 2023: $4,2642023Revenue 2024: $187,336Expenses 2024: $181,456Net Income 2024: $5,8802024Revenue 2025: $188,154Expenses 2025: $176,075Net Income 2025: $12,0792025

Highlighted filing

2022

Revenue$97,482
Expenses$98,586
Net Income-$1,104
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

DescriptionGrantsExpenses
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

NameTitleFull / Part TimeBaseOtherTotal
Kate WiltsiePresidentPT$0--
VacantVice President-$0--
Harry BestTreasurer-$0--
Lisa SandsSecretary-$0--
Greg MaloneBus 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Harry Best
IRS990EZ/BooksInCareOfDetail/PhoneNum08605751911
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07 Cherry Tree Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Avon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017805
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010150
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IRS990EZ/GrossReceiptsAmt099264
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum03691
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MembershipDuesAmt01655
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017805
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016701
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017805
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016701
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kate Wiltsie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Vacant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Harry Best
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Sands
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Greg Malone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Bus Coordinator
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt084690
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To 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/PrintingPublicationsPostageAmt03746
IRS990EZ/ProgramServiceRevenueAmt092335
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Principal 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/GrantsAndAllocationsAmt092335
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082345
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01782
IRS990EZ/SpecialEventsNetIncomeLossAmt01533
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt098586
IRS990EZ/TotalProgramServiceExpensesAmt082345
IRS990EZ/TotalRevenueAmt097482
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt093868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0104828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0129031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0125990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0455838
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0481032
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0134763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0134402
IRS990ScheduleA/Total509Grp/TotalAmt0481032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0134763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134402
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0481032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PSU CT Valley Endowed Scholarship $10,000 additional donation PSU THON Largest Student Run Fundraiser in US $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 16 Fullington Bus Cost of busses to provide student transportation to/from campus $82,345 Meetings, mailings to students, supplies $2345
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Harry Best
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08605751911
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENN STATE ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0203099942
ReturnHeader/Filer/PhoneNum08605751911
ReturnHeader/Filer/USAddress/AddressLine1Txt07 Cherry Tree Lane
ReturnHeader/Filer/USAddress/CityNm0Avon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006001
ReturnHeader/ReturnTs02022-10-18T15:48:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.88$1.76$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$1.87$1.81$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$1.75$1.70$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.97$0.99$0.01
2021Summary only. Only limited summary data is available for this year.$0.18$0.00$0.05$0.32$0.27
2020Summary only. Only limited summary data is available for this year.$0.45$0.00$1.09$0.82$0.28
2019Summary only. Only limited summary data is available for this year.$0.17$0.00$1.35$1.35$0.01
2018Summary only. Only limited summary data is available for this year.$0.18$0.00$1.34$1.59$0.24
2017Summary only. Only limited summary data is available for this year.$0.42$0.00$1.38$1.11$0.27
2016Summary only. Only limited summary data is available for this year.$0.15$0.00$1.33$1.36$0.02
2015Summary only. Only limited summary data is available for this year.$0.17$0.00$1.33$1.31$0.02
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$1.18$1.50$0.32
2013Summary only. Only limited summary data is available for this year.$0.47$0.00$1.29$1.04$0.25
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$1.25$1.25$0.00