Civic Intelligence

Morrill Chapter of the Alpha Zeta Fraternity Inc

990EZ • Fiscal year 2015 • EIN 25-1403749

Sep 01, 2014 to Aug 31, 2015 • Filed on Nov 18, 2015

360 North Burrowes RoadState College, PA 16801

(814) 404-4760

Siviq Scores

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

Liabilities / Assets

79th percentile

0.18x

Higher debt load relative to assets than 79% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

0.81x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

14th percentile

-15%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$266,959

No earlier filing loaded for comparison.

Net Assets

$219,332

No earlier filing loaded for comparison.

Liabilities

$47,627

No earlier filing loaded for comparison.

Revenue

$58,665

No earlier filing loaded for comparison.

Expenses

$67,343

No earlier filing loaded for comparison.

Net Income

-$8,678

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $266,959Liabilities 2015: $47,627Net Assets 2015: $219,3322015Assets 2016: $294,512Liabilities 2016: $87,107Net Assets 2016: $207,4052016Assets 2018: $290,345Liabilities 2018: $60,904Net Assets 2018: $229,4412018Assets 2019: $243,855Liabilities 2019: $47,304Net Assets 2019: $196,5512019Assets 2020: $203,978Liabilities 2020: $32,978Net Assets 2020: $171,0002020Assets 2021: $202,817Liabilities 2021: $31,750Net Assets 2021: $171,0672021Assets 2022: $211,949Liabilities 2022: $31,750Net Assets 2022: $180,1992022Assets 2023: $201,717Liabilities 2023: $33,750Net Assets 2023: $167,9672023Assets 2024: $174,639Liabilities 2024: $36,250Net Assets 2024: $138,3892024Assets 2025: $130,504Liabilities 2025: $64,051Net Assets 2025: $66,4532025

Highlighted filing

2015

Assets$266,959
Liabilities$47,627
Net Assets$219,332

Operations Trend

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

$200K$100K$0-$100KRevenue 2015: $58,665Expenses 2015: $67,343Net Income 2015: -$8,6782015Revenue 2016: $80,871Expenses 2016: $92,798Net Income 2016: -$11,9272016Revenue 2018: $122,117Expenses 2018: $80,100Net Income 2018: $42,0172018Revenue 2019: $50,140Expenses 2019: $83,030Net Income 2019: -$32,8902019Revenue 2020: $65,345Expenses 2020: $90,896Net Income 2020: -$25,5512020Revenue 2021: $79,290Expenses 2021: $79,223Net Income 2021: $672021Revenue 2022: $75,045Expenses 2022: $65,913Net Income 2022: $9,1322022Revenue 2023: $62,762Expenses 2023: $74,994Net Income 2023: -$12,2322023Revenue 2024: $63,581Expenses 2024: $93,159Net Income 2024: -$29,5782024Revenue 2025: $75,369Expenses 2025: $147,305Net Income 2025: -$71,9362025

Highlighted filing

2015

Revenue$58,665
Expenses$67,343
Net Income-$8,678
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Nov 18, 2015
Return Version
2014v6.0
Gross Receipts
$58,665
Mission and Program Overview

Mission

To raise the standards of members.

Program Services

DescriptionGrantsExpenses
PROVIDE LIVING FACILITIES AND SUPPORT TO FRATERNITY MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR H KEENPresidentPT$0--
DANIEL FRECHENVice PresidentPT$0--
MICHAEL FLINCHBAUGHSecretaryPT$0--
THADDEUS WILLTreasurerPT$0--
EMILY CALDWELLAlumni Relations ChairPT$0--
JOE LESLIEScholarship ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Morrill Chapter of the Alpha Zeta Fraternity Inc
EIN
25-1403749
Phone
8144044760
Address
360 NORTH BURROWES ROAD, STATE COLLEGE, PA 16801

Signing Officer

Name
Thaddeus Will
Title
Treasurer
Phone
8144044760
Signed
2015-11-18
Discuss with paid preparer
Yes

Preparer

Firm
David W Wigfield & Associates CPA
Address
3941 SOUTH ATHERTON ST SUITE B, STATE COLLEGE, PA 16801
Preparer
David W Wigfield CPA
Phone
8144663100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 4.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 25,465. Description: other expenses. Amount: 3,057. Total to form 990-ez, line 14: 28,522.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: alumni relations. Amount: 12,607. Description: bank charges. Amount: 1,234. Description: insurance expense. Amount: 12,053. Description: interest expense. Amount: 1,883. Description: office expense. Amount: 25. Description: property taxes. Amount: 10,224. Total to form 990-ez, line 16: 38,026.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 23,306. End of year amount: 11,819. Description: security deposit escrow. Beg. Of year amount: 9,736. End of year amount: 9,136. Description: accounts receivable. Beg. Of year amount: 12,220. End of year amount: 0. Description: other depreciable assets. Beg. Of year amount: 16,837. End of year amount: 42,424.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: security deposits held. Beg. Of year amount: 17,050. End of year amount: 16,750. Description: notes payable. Beg. Of year amount: 29,356. End of year amount: 20,073. Description: expenses payable. Beg. Of year amount: 7,071. End of year amount: 937. Description: line of credit payable. Beg. Of year amount: 5,070. End of year amount: 9,867.

Raw XML Appendix137 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STATE COLLEGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THADDEUS WILL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE LESLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ALUMNI RELATIONS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SCHOLARSHIP CHAIR
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE THE STANDARDS OF MEMBERS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE LIVING FACILITIES AND SUPPORT TO FRATERNITY MEMBERS.
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALPHAZETAPSU.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 25,465. DESCRIPTION: OTHER EXPENSES. AMOUNT: 3,057. TOTAL TO FORM 990-EZ, LINE 14: 28,522.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ALUMNI RELATIONS. AMOUNT: 12,607. DESCRIPTION: BANK CHARGES. AMOUNT: 1,234. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 12,053. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 1,883. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 25. DESCRIPTION: PROPERTY TAXES. AMOUNT: 10,224. TOTAL TO FORM 990-EZ, LINE 16: 38,026.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 23,306. END OF YEAR AMOUNT: 11,819. DESCRIPTION: SECURITY DEPOSIT ESCROW. BEG. OF YEAR AMOUNT: 9,736. END OF YEAR AMOUNT: 9,136. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 12,220. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 16,837. END OF YEAR AMOUNT: 42,424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: SECURITY DEPOSITS HELD. BEG. OF YEAR AMOUNT: 17,050. END OF YEAR AMOUNT: 16,750. DESCRIPTION: NOTES PAYABLE. BEG. OF YEAR AMOUNT: 29,356. END OF YEAR AMOUNT: 20,073. DESCRIPTION: EXPENSES PAYABLE. BEG. OF YEAR AMOUNT: 7,071. END OF YEAR AMOUNT: 937. DESCRIPTION: LINE OF CREDIT PAYABLE. BEG. OF YEAR AMOUNT: 5,070. END OF YEAR AMOUNT: 9,867.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0THADDEUS WILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08144044760
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRILL CHAPTER OF THE ALPHA ZETA FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0251403749
ReturnHeader/Filer/PhoneNum08144044760
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 NORTH BURROWES ROAD
ReturnHeader/Filer/USAddress/CityNm0STATE COLLEGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251710100
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID W WIGFIELD & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03941 SOUTH ATHERTON ST SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATE COLLEGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016801
ReturnHeader/PreparerPersonGrp/PhoneNum08144663100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W WIGFIELD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-13T16:05:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

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Filings