Civic Intelligence

Indiana University of Pennsylvania -

EIN 25-1753112 • 501(c)3 • Indiana, PA

Profile

The alumni association creates and enriches relationships to engage current and future alumni in the advancement of iup.

Breezedale Alumni Ctr 880 School SIndiana, PA 15705

www.iup.edu/ALUMNI/ASSOCIATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.53x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

24th percentile

-6.5%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

49th percentile

3.6%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

0.2%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$7,170,664

Up $250,327 (+3.6%) from 2024

Liabilities

Down

$166,333

Down $167,000 (-50%) from 2024

Net Assets

Up

$7,004,331

Up $417,327 (+6.3%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin24th percentile

Revenue

Up

$312,573

Up $707 (+0.2%) from 2024

Expenses

Down

$332,975

Down $362,657 (-52%) from 2024

Net Income

Up

-$20,402

Up $363,364 (+95%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,726,686Liabilities 2012: $0Net Assets 2012: $3,726,6862012Assets 2013: $4,047,665Liabilities 2013: $0Net Assets 2013: $4,047,6652013Assets 2014: $4,673,553Liabilities 2014: $0Net Assets 2014: $4,673,5532014Assets 2015: $4,639,512Liabilities 2015: $0Net Assets 2015: $4,639,5122015Assets 2016: $4,420,545Liabilities 2016: $0Net Assets 2016: $4,420,5452016Assets 2017: $4,881,769Liabilities 2017: $450,000Net Assets 2017: $4,431,7692017Assets 2018: $5,235,370Liabilities 2018: $400,000Net Assets 2018: $4,835,3702018Assets 2019: $5,336,836Liabilities 2019: $350,000Net Assets 2019: $4,986,8362019Assets 2020: $5,394,692Liabilities 2020: $300,000Net Assets 2020: $5,094,6922020Assets 2021: $7,057,549Liabilities 2021: $250,000Net Assets 2021: $6,807,5492021Assets 2022: $6,280,531Liabilities 2022: $200,000Net Assets 2022: $6,080,5312022Assets 2023: $6,672,876Liabilities 2023: $100,000Net Assets 2023: $6,572,8762023Assets 2024: $6,920,337Liabilities 2024: $333,333Net Assets 2024: $6,587,0042024Assets 2025: $7,170,664Liabilities 2025: $166,333Net Assets 2025: $7,004,3312025

Highlighted filing

2025

Assets$7,170,664
Liabilities$166,333
Net Assets$7,004,331
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $85,2582012Expenses 2013: $170,5072013Revenue 2014: $806,634Expenses 2014: $180,070Net Income 2014: $626,5642014Revenue 2015: $69,577Expenses 2015: $103,618Net Income 2015: -$34,0412015Revenue 2016: -$108,157Expenses 2016: $110,810Net Income 2016: -$218,9672016Revenue 2017: $243,035Expenses 2017: $584,468Net Income 2017: -$341,4332017Revenue 2018: $234,477Expenses 2018: $87,459Net Income 2018: $147,0182018Revenue 2019: $208,688Expenses 2019: $100,209Net Income 2019: $108,4792019Revenue 2020: $350,800Expenses 2020: $126,119Net Income 2020: $224,6812020Revenue 2021: $408,916Expenses 2021: $75,001Net Income 2021: $333,9152021Revenue 2022: $403,602Expenses 2022: $115,034Net Income 2022: $288,5682022Revenue 2023: $141,745Expenses 2023: $176,352Net Income 2023: -$34,6072023Revenue 2024: $311,866Expenses 2024: $695,632Net Income 2024: -$383,7662024Revenue 2025: $312,573Expenses 2025: $332,975Net Income 2025: -$20,4022025

Highlighted filing

2025

Revenue$312,573
Expenses$332,975
Net Income-$20,402
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,170,664
Liabilities
$166,333
Net assets
$7,004,331
Revenue
$312,573
Expenses
$332,975
Net income
-$20,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.17$0.17$7.00$0.31$0.33$0.02
2024Detailed filing. Detailed filing data is available for this year.$6.92$0.33$6.59$0.31$0.70$0.38
2023Detailed filing. Detailed filing data is available for this year.$6.67$0.10$6.57$0.14$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.28$0.20$6.08$0.40$0.12$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$0.25$6.81$0.41$0.08$0.33
2020Detailed filing. Detailed filing data is available for this year.$5.39$0.30$5.09$0.35$0.13$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.34$0.35$4.99$0.21$0.10$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.24$0.40$4.84$0.23$0.09$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.88$0.45$4.43$0.24$0.58$0.34
2016Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.11$0.11$0.22
2015Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.07$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.81$0.18$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.00$4.05$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.00$3.73$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 26, 2026
Return Version
2024v5.5
Gross Receipts
$312,573
Mission and Program Overview

Mission

The alumni association creates and enriches relationships to engage current and future alumni in the advancement of iup.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Assets Total$6,920,337$7,170,664▲ $250,327
Total Assets$6,920,337$7,170,664▲ $250,327
Liabilities
Grants Payable$333,333$166,333▼ $167,000
Total Liabilities$333,333$166,333▼ $167,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,587,004$7,004,331▲ $417,327
Total Net Assets Fund Balance$6,587,004$7,004,331▲ $417,327
Total Liabilities and Net Assets / Fund Balance$6,920,337$7,170,664▲ $250,327

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$7,170,664--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Mary MorganPresident
Sara LawerVice President
Aaron FelterDirector
Channing MorelandDirector
Debra Evans SmithDirector
Emily SmeltzDirector
George KellyDirector
Kevin BaileyDirector
Leslie PurserDirector
Marc HutzellDirector
Matt KovatchDirector
Morgan HueyDirector
Scott RhoadesDirector
Steve MihalackiDirector
Chad JuricaSecretary
Valerie SuttonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,938
Program Service Revenue
$0
Investment Income
$280,583
Other Revenue
$30,052
All Other Contributions
$1,938
Change in Net Assets
$-20,402

Audited Revenue Reconciliation

Revenue per Audited Statements
$312,573
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$661,335
Total Revenue per Audited Statements
$973,908
Total Revenue per Form 990
$312,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$219,975
Grants and Similar Amounts Paid$113,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$113,000--$113,000
Payments to Affiliates$86,193--$86,193
Fees for Services Management-$58,373-$58,373
Other Expenses-$51,363-$51,363
Fees for Services Accounting-$17,020-$17,020
Insurance-$5,860-$5,860
Fees for Services Legal-$1,166-$1,166
Total Functional Expenses$199,193$133,782$0$332,975

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$556,581
Expenses per Audited Statements$332,975
Total Expenses per Form 990$332,975
Expenses Not Reported on Form 990$223,606
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Foundation for Indiana University of Pennsylvania (iup)Indiana, PA501(c)(3)To Support the Legacy Scholarship Fund$0
The Foundation for Indiana University of Pennsylvania (iup)Indiana, PA501(c)(3)To Support the Endowment Fund$0
The Indiana University of Pennsylvania Student AmbassadorsIndiana, PA501(c)(3)To Support the Indiana University of Pennsylvania Student Ambassadors$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was provided via e-mail to all board members for review.”

Form 990, Part VI, Section B, Line 12C

“Policies are monitored on an ongoing basis by the association's assistant vice president of alumni and constituent engagement and by the board of directors. The association's governance committee also conducts an annual review to ensure that all policies are enforced.”

Form 990, Part VI, Section C, Line 19

“The governing documents are on file in the office of alumni and constituent engagement and all meetings are held in public.”

Filing and Contact Details

Filer

Filer Name
Indiana University of Pennsylvania -
EIN
25-1753112
Phone
7243577942
Address
BREEZEDALE ALUMNI CTR 880 SCHOOL S, INDIANA, PA 15705
Doing Business As
Office of Alumni and Constituent Engagement

Signing Officer

Name
Mary Morgan
Title
President
Phone
7243577942
Signed
2026-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Morgan
Formed
1987
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
50

Preparer

Firm
Sisterson & Co Llp
Address
501 GRANT STREET SUITE 450, PITTSBURGH, PA 15219
Preparer
Kimberley a Miller
Phone
4122812025
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america provide a minimum recognition threshold that a tax position is required to meet before being recognized in the financial statements. The association evaluates tax positions for recognition by determining whether evidence indicates that it is more likely than not that a position will be sustained if examined by taxing authorities. As of june 30, 2025 and 2024, the association is unaware of any unrecognized tax benefits or uncertain tax positions. The association's tax returns for the tax years 2022 and beyond remain subject to examination by the internal revenue service.”

Raw XML AppendixShowing 400 of 508 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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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt01938
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/PhoneNum07243577942
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IRS990/Form990PartVIISectionAGrp/PersonNm1SARA LAWER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990/GrantsPayableGrp/EOYAmt0166333
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0113000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0113000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt097561
IRS990/GrossReceiptsAmt0312573
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05860
IRS990/InsuranceGrp/TotalAmt05860
IRS990/InvestmentIncomeGrp/ExclusionAmt0183022
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0183022
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ALUMNI ASSOCIATION CREATES AND ENRICHES RELATIONSHIPS TO ENGAGE CURRENT AND FUTURE ALUMNI IN THE ADVANCEMENT OF IUP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06587004
IRS990/NetAssetsOrFundBalancesEOYAmt07004331
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt097561
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt097561
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0437729
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06587004
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07004331
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06920337
IRS990/OtherAssetsTotalGrp/EOYAmt07170664
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALUMNI EVENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt051363
IRS990/OtherExpensesGrp/TotalAmt051363
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt086193
IRS990/PaymentsToAffiliatesGrp/TotalAmt086193
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARY MORGAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02400
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0500000
IRS990/PYInvestmentIncomeAmt0303800
IRS990/PYOtherExpensesAmt0195632
IRS990/PYOtherRevenueAmt05666
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-383766
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0695632
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0311866
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-20402
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt030052
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt030052
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017694
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0224988
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0211019
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0201240
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt096796
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt071178
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0805221
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0213074
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0171574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0200669
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0189857
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0198047
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0973221
IRS990ScheduleA/PublicSupportCY170Pct00.45820
IRS990ScheduleA/PublicSupportPY170Pct00.41970
IRS990ScheduleA/PublicSupportTotal170Amt0822915
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0226926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0213419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0211736
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt098356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt072478
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0822915
IRS990ScheduleA/TotalSupportAmt01796136
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0223606
IRS990ScheduleD/DonatedServicesUseFcltsAmt0223606
IRS990ScheduleD/ExpensesNotReportedAmt0223606
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0332975
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0437729
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07170664
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS HELD IN TRUST BY THE FOUNDATION FOR INDIANA UNIV. OF PENNSYLVANIA
IRS990ScheduleD/RevenueNotReportedAmt0661335
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0312573
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION EVALUATES TAX POSITIONS FOR RECOGNITION BY DETERMINING WHETHER EVIDENCE INDICATES THAT IT IS MORE LIKELY THAN NOT THAT A POSITION WILL BE SUSTAINED IF EXAMINED BY TAXING AUTHORITIES. AS OF JUNE 30, 2025 AND 2024, THE ASSOCIATION IS UNAWARE OF ANY UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S TAX RETURNS FOR THE TAX YEARS 2022 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt07170664
IRS990ScheduleD/TotalExpensesPerForm990Amt0332975
IRS990ScheduleD/TotalRevenuePerForm990Amt0312573
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0973908
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0556581
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/CashGrantAmt20
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt050000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt150000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt213000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE LEGACY SCHOLARSHIP FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE ENDOWMENT FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO SUPPORT THE INDIANA UNIVERSITY OF PENNSYLVANIA STUDENT AMBASSADORS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (IUP)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (IUP)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE INDIANA UNIVERSITY OF PENNSYLVANIA STUDENT AMBASSADORS
IRS990ScheduleI/RecipientTable/RecipientEIN0256087074
IRS990ScheduleI/RecipientTable/RecipientEIN1256087074
IRS990ScheduleI/RecipientTable/RecipientEIN2256087074
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01011 SOUTH DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11011 SOUTH DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21011 SOUTH DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0INDIANA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1INDIANA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2INDIANA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd015705
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd115705
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd215705
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION WILL SUBMIT THE ANNUAL TRANSFER FOR THE FUNDS TO THE FOUNDATION FOR IUP AND THE STUDENT AMBASSADORS AS PLEDGED AND WILL RECEIVE CONFIRMATION THAT THE FUNDS HAVE BEEN USED FOR THEIR INTENDED PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED VIA E-MAIL TO ALL BOARD MEMBERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICIES ARE MONITORED ON AN ONGOING BASIS BY THE ASSOCIATION'S ASSISTANT VICE PRESIDENT OF ALUMNI AND CONSTITUENT ENGAGEMENT AND BY THE BOARD OF DIRECTORS. THE ASSOCIATION'S GOVERNANCE COMMITTEE ALSO CONDUCTS AN ANNUAL REVIEW TO ENSURE THAT ALL POLICIES ARE ENFORCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS ARE ON FILE IN THE OFFICE OF ALUMNI AND CONSTITUENT ENGAGEMENT AND ALL MEETINGS ARE HELD IN PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INDIANA UNIVERSITY OF PENNSYLVANIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251470695
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1256087074
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PAYMENT OF MANAGEMENT FEES FOR DEPOSITS HELD IN TRUST BY THE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0SOUTH DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11011 SOUTH DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0INDIANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1INDIANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd015705
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd115705

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