Civic Intelligence

Penn State Alumni Association

990EZ • Fiscal year 2025 • EIN 20-3099942

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 06, 2025

7 Cherry Tree LnAvon, CT 06001

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

56th percentile

6.4%

Higher net margin than 56% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

45%

Faster asset growth than 85% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

0.4%

Faster revenue growth than 48% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$38,924

Up $12,079 (+45%) from 2024

Net Assets

Up

$38,924

Up $12,079 (+45%) from 2024

Liabilities

Flat

$0

Flat 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

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

2025

Assets$38,924
Liabilities$0
Net Assets$38,924

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

2025

Revenue$188,154
Expenses$176,075
Net Income$12,079
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$191,011
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

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Corey HousePresidentPT$0--
Glenn ZinnVice 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
0000000000
Address
7 CHERRY TREE LN, AVON, CT 06001

Signing Officer

Name
Harry Best
Title
0
Phone
0000000000
Signed
2025-11-06
Supplemental Narrative

Additional Explanations

Schedule O:

Part 1.16 As a local chapter of Penn State University Alumni Association all expenses are incurred in furtherance of our purpose throughout this filing

Raw XML Appendix198 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/BooksInCareOfDetail/USAddress/AddressLine1Txt07 Cherry Tree Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AVON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0173029
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To 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
IRS990EZ/PrintingPublicationsPostageAmt03046
IRS990EZ/ProgramServiceRevenueAmt0181859
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02857
IRS990EZ/SpecialEventsNetIncomeLossAmt01300
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0176075
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0188154
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0186116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0182271
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0631527
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1.16 As a local chapter of Penn State University Alumni Association all expenses are incurred in furtherance of our purpose throughout this filing
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Harry Best
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt00
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENN STATE ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0203099942
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt07 CHERRY TREE LN
ReturnHeader/Filer/USAddress/CityNm0AVON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-06T15:00:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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