Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Penn State Alumni Association
990EZ • Fiscal year 2023 • EIN 20-3099942
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
87th percentile
Faster revenue growth than 87% of similar nonprofits.
Balance Sheet
Assets
Up$20,965
Up $4,264 (+26%) from 2022
Net Assets
Up$20,965
Up $4,264 (+26%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Up$174,679
Up $77,197 (+79%) from 2022
Expenses
Up$170,415
Up $71,829 (+73%) from 2022
Net Income
Up$4,264
Up $5,368 (+486%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Oct 11, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $178,048
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 US to main Penn State campus in PA This service is provided 3 times per year for Thanksgiving Christmas and Spring Breaks All net proceeds go to student scholarships In addition the Chapter serves as the principal source of contact with both current and alumni through meetings social media and other activities including an annual Freshman sendoff picnic for students and parents and ongoing athletic events throughout the school year
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 0 | - | - |
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
- 0000000000
- Address
- 7 CHERRY TREE LN, AVON, CT 06001
Signing Officer
- Name
- Harry Best
- Title
- Treasurer
- Phone
- 0000000000
- Signed
- 2023-10-11
Supplemental Narrative
Additional Explanations
Schedule O:
“Form 990-EZ Part l, Line 10 PSU CT Valley Endowed Scholarship $8,000 Form 990-EZ Part l Line 16 Principal expense-Fullington Bus Co. Cost of busses to provide student transportation to/from campus. $153,599”
Raw XML Appendix161 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 | false |
| 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 | 16701 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 20965 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 507 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4264 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 0 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 16701 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 20965 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 4010 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 8000 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 178048 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 5376 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 16701 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 20965 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 16701 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 20965 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| 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 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 157792 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1645 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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 Breaks All net proceeds go to student scholarships In addition the Chapter serves as the principal source of contact with both current and alumni through meetings social media and other activities including an annual Freshman sendoff picnic for students and parents and ongoing athletic events throughout the school year |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 4623 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 166510 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 3369 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 641 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 170415 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 174679 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 5883 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3614 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2854 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4582 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5732 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 22665 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 167151 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 93868 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 2121 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 104828 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 129031 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 496999 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 519664 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 173034 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 97482 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4975 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 109410 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 134763 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 519664 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 173034 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 97482 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 4975 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 109410 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 134763 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 519664 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Form 990-EZ Part l, Line 10 PSU CT Valley Endowed Scholarship $8,000 Form 990-EZ Part l Line 16 Principal expense-Fullington Bus Co. Cost of busses to provide student transportation to/from campus. $153,599 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule O: |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Harry Best |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 0000000000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-10-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PENN STATE ALUMNI ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PENN |
| ReturnHeader/Filer/EIN | 0 | 203099942 |
| ReturnHeader/Filer/PhoneNum | 0 | 0000000000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7 CHERRY TREE LN |
| ReturnHeader/Filer/USAddress/CityNm | 0 | AVON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 06001 |
| ReturnHeader/ReturnTs | 0 | 2023-10-11T18:00:06Z |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Harry |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Best |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $20,965
- Liabilities
- $0
- Net assets
- $20,965
- Revenue
- $174,679
- Expenses
- $170,415
- Net income
- $4,264