Civic Intelligence

Penn State Alumni Association

990EZ • Fiscal year 2023 • EIN 47-2470578

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 26, 2023

Organization Profile
4075 Linglestown Road Box 364Harrisburg, PA 17112

(717) 512-6975

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

28th percentile

-9.6%

Higher net margin than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-3.6%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

51%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$52,254

Down $1,936 (-3.6%) from 2022

Net Assets

Down

$52,254

Down $1,936 (-3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin28th percentile

Revenue

Up

$20,161

Up $6,807 (+51%) from 2022

Expenses

Up

$22,097

Up $7,814 (+55%) from 2022

Net Income

Down

-$1,936

Down $1,007 (-108%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$80K$60K$40K$20K$0Assets 2016: $38,077Liabilities 2016: $02016Assets 2017: $43,332Liabilities 2017: $02017Assets 2018: $42,401Liabilities 2018: $02018Assets 2019: $51,179Liabilities 2019: $02019Assets 2020: $54,212Liabilities 2020: $02020Assets 2021: $55,119Liabilities 2021: $02021Assets 2022: $54,190Liabilities 2022: $0Net Assets 2022: $54,1902022Assets 2023: $52,254Liabilities 2023: $0Net Assets 2023: $52,2542023Assets 2024: $62,237Liabilities 2024: $0Net Assets 2024: $62,2372024

Highlighted filing

2023

Assets$52,254
Liabilities$0
Net Assets$52,254
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$40K$20K$0-$20KRevenue 2016: $10,991Expenses 2016: $23,266Net Income 2016: -$12,2752016Revenue 2017: $12,003Expenses 2017: $6,248Net Income 2017: $5,7552017Revenue 2018: $29,394Expenses 2018: $4,395Net Income 2018: $24,9992018Revenue 2019: $34,193Expenses 2019: $29,917Net Income 2019: $4,2762019Revenue 2020: $29,800Expenses 2020: $26,802Net Income 2020: $2,9982020Revenue 2021: $13,375Expenses 2021: $12,468Net Income 2021: $9072021Revenue 2022: $13,354Expenses 2022: $14,283Net Income 2022: -$9292022Revenue 2023: $20,161Expenses 2023: $22,097Net Income 2023: -$1,9362023Revenue 2024: $22,123Expenses 2024: $12,140Net Income 2024: $9,9832024

Highlighted filing

2023

Revenue$20,161
Expenses$22,097
Net Income-$1,936
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 26, 2023
Return Version
2022v5.0
Gross Receipts
$27,464
Mission and Program Overview

Mission

Support Education, Philanthropy, Scholarships

Program Services

DescriptionGrantsExpenses
Fund Scholarship Endowment = $2500 Fund Penn State Health - Four Diamonds Fund = $15,000$17,500$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodi RaudenbushTreasurer-$0--
Dennis HowardPresident-$0--
Gerald StiverVice President-$0--
Michelle GeppertSecretary-$0--
Tracey CarsonBoard Member-$0--
Thomas MorganBoard Member-$0--
Teresa SmithBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Penn State Alumni Association
EIN
47-2470578
Phone
7175126975
Address
4075 Linglestown Road Box 364, Harrisburg, PA 17112

Signing Officer

Name
Jodi Raudenbush
Title
Treasurer
Phone
7175126975
Signed
2023-07-26
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“$11,782 represents our communication allowance from our parent, Penn State Alumni Association”

Form 990-EZ, Part I, Line 10

“Endowed scholarship to Penn State = $2500. Penn State Health Four Diamonds = $15,000.”

Form 990-EZ, Part I, Line 16

“Accounting fees = $1076 Software = $159 Website = $2455 Advertising = $116 Merchant Fees = $297”

Raw XML Appendix183 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jodi Raudenbush
IRS990EZ/BooksInCareOfDetail/PhoneNum07175126975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt037 Stephania Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Middletown
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017057
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054190
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052254
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt012068
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-1936
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/FundraisingGrossIncomeAmt02307
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt0435
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt027464
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0868
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054190
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052254
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054190
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052254
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
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/PersonNm0Jodi Raudenbush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dennis Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gerald Stiver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Geppert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tracey Carson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Thomas Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Teresa Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04103
IRS990EZ/OtherRevenueTotalAmt011782
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support Education, Philanthropy, Scholarships
IRS990EZ/PrintingPublicationsPostageAmt0494
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fund Scholarship Endowment = $2500 Fund Penn State Health - Four Diamonds Fund = $15,000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07303
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4561
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022097
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020161
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Subsidiary of Penn State Alumni Association
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0160348
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt085
IRS990ScheduleA/PublicSupportCY170Pct00.99947
IRS990ScheduleA/PublicSupportPY170Pct00.99949
IRS990ScheduleA/PublicSupportTotal170Amt0160348
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060956
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0160348
IRS990ScheduleA/TotalSupportAmt0160433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$11,782 represents our communication allowance from our parent, Penn State Alumni Association
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Endowed scholarship to Penn State = $2500. Penn State Health Four Diamonds = $15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounting fees = $1076 Software = $159 Website = $2455 Advertising = $116 Merchant Fees = $297
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jodi Raudenbush
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07175126975
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENN STATE ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Capital Area Chapter
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0472470578
ReturnHeader/Filer/PhoneNum07175126975
ReturnHeader/Filer/USAddress/AddressLine1Txt04075 Linglestown Road Box 364
ReturnHeader/Filer/USAddress/CityNm0Harrisburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017112
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-07-26T18:36:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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.

Open filing
Assets
$52,254
Liabilities
$0
Net assets
$52,254
Revenue
$20,161
Expenses
$22,097
Net income
-$1,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$22.1$12.1$9.98
2023Detailed filing. Detailed filing data is available for this year.$52.3$0.00$52.3$20.2$22.1$1.94
2022Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$13.4$14.3$0.93
2021Summary only. Only limited summary data is available for this year.$55.1$0.00$13.4$12.5$0.91
2020Summary only. Only limited summary data is available for this year.$54.2$0.00$29.8$26.8$3.00
2019Summary only. Only limited summary data is available for this year.$51.2$0.00$34.2$29.9$4.28
2018Summary only. Only limited summary data is available for this year.$42.4$0.00$29.4$4.40$25.0
2017Summary only. Only limited summary data is available for this year.$43.3$0.00$12.0$6.25$5.76
2016Summary only. Only limited summary data is available for this year.$38.1$0.00$11.0$23.3$12.3