Civic Intelligence

Morrill Chapter of the Alpha Zeta Fraternity Inc

990EZ • Fiscal year 2021 • EIN 25-1403749

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 18, 2022

360 North Burrowes RoadState College, PA 16801

(717) 823-3174

Siviq Scores

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

Liabilities / Assets

78th percentile

0.16x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.40x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.6%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

21%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$202,817

Down $1,161 (-0.6%) from 2020

Net Assets

Up

$171,067

Up $67 (+0.0%) from 2020

Liabilities

Down

$31,750

Down $1,228 (-3.7%) from 2020

Revenue

Up

$79,290

Up $13,945 (+21%) from 2020

Expenses

Down

$79,223

Down $11,673 (-13%) from 2020

Net Income

Up

$67

Up $25,618 (+100%) from 2020

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

2021

Assets$202,817
Liabilities$31,750
Net Assets$171,067

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

2021

Revenue$79,290
Expenses$79,223
Net Income$67
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 18, 2022
Return Version
2020v4.1
Gross Receipts
$79,290
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
MARK LOWERYPresidentPT$0--
ARTHUR KEENVice PresidentPT$0--
CARA ITLESecretaryPT$0--
PHILIP HAUSSENERTreasurerPT$0--
JOE LESLIEScholarship ChairPT$0--
ANDREW GOODBuilding & FurnishingPT$0--
LUKE SALTERProfessional DevelopmentPT$0--
Filing and Contact Details

Filer

Filer Name
Morrill Chapter of the
EIN
25-1403749
Phone
7178233174
Address
360 NORTH BURROWES ROAD, STATE COLLEGE, PA 16801

Signing Officer

Name
Philip Haussener
Title
Treasurer
Phone
7178233174
Signed
2022-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Okonak Dean & Lechner Pc
Address
3941 SOUTH ATHERTON ST, STATE COLLEGE, PA 16801
Preparer
Marc a Sackett
Phone
8144663100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 29,164. Description: other expenses. Amount: 6,830. Total to form 990-ez, line 14: 35,994.

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

Description: alumni relations. Amount: 13,958. Description: licenses & permits. Amount: 420. Description: insurance expense. Amount: 15,038. Description: interest expense. Amount: 1,492. Description: property taxes. Amount: 12,102. Description: bank & credit card fees. Amount: 97. Description: office supplies. Amount: 122. Total to form 990-ez, line 16: 43,229.

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

Description: prepaid expenses. Beg. Of year amount: 14,770. End of year amount: 15,778. Description: security deposit escrow. Beg. Of year amount: 6,479. End of year amount: 6,479. Description: other depreciable assets. Beg. Of year amount: 49,996. End of year amount: 45,434.

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

Description: security deposits held. Beg. Of year amount: 16,750. End of year amount: 16,750. Description: notes payable. Beg. Of year amount: 16,228. End of year amount: 15,000.

Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0PHILIP HAUSSENER
IRS990EZ/BooksInCareOfDetail/PhoneNum07178233174
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0360 NORTH BURROWES ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STATE COLLEGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04703
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031698
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt038914
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt067
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0203978
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0202817
IRS990EZ/GrossReceiptsAmt079290
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0128030
IRS990EZ/LandAndBuildingsGrp/EOYAmt0103428
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0171000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0171067
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0171000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0171067
IRS990EZ/OccupancyRentUtltsAndMaintAmt035994
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK LOWERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ARTHUR KEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARA ITLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHILIP HAUSSENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE LESLIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREW GOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LUKE SALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SCHOLARSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BUILDING & FURNISHING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROFESSIONAL DEVELOPMENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt071245
IRS990EZ/OtherAssetsTotalDetail/EOYAmt067691
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt043229
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE THE STANDARDS OF MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt040376
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE LIVING FACILITIES AND SUPPORT TO FRATERNITY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt032978
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt031750
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt079223
IRS990EZ/TotalRevenueAmt079290
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALPHAZETAPSU.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 29,164. DESCRIPTION: OTHER EXPENSES. AMOUNT: 6,830. TOTAL TO FORM 990-EZ, LINE 14: 35,994.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ALUMNI RELATIONS. AMOUNT: 13,958. DESCRIPTION: LICENSES & PERMITS. AMOUNT: 420. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 15,038. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 1,492. DESCRIPTION: PROPERTY TAXES. AMOUNT: 12,102. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 97. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 122. TOTAL TO FORM 990-EZ, LINE 16: 43,229.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 14,770. END OF YEAR AMOUNT: 15,778. DESCRIPTION: SECURITY DEPOSIT ESCROW. BEG. OF YEAR AMOUNT: 6,479. END OF YEAR AMOUNT: 6,479. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 49,996. END OF YEAR AMOUNT: 45,434.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SECURITY DEPOSITS HELD. BEG. OF YEAR AMOUNT: 16,750. END OF YEAR AMOUNT: 16,750. DESCRIPTION: NOTES PAYABLE. BEG. OF YEAR AMOUNT: 16,228. END OF YEAR AMOUNT: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP HAUSSENER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07178233174
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRILL CHAPTER OF THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPHA ZETA FRATERNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0251403749
ReturnHeader/Filer/PhoneNum07178233174
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 NORTH BURROWES ROAD
ReturnHeader/Filer/USAddress/CityNm0STATE COLLEGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251514411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OKONAK DEAN & LECHNER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03941 SOUTH ATHERTON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATE COLLEGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016801
ReturnHeader/PreparerPersonGrp/PhoneNum08144663100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC A SACKETT
ReturnHeader/ReturnTs02022-01-18T10:52:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHILIP
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAUSSENER
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings