PENN STATE ALUMNI ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PENN STATE ALUMNI ASSOCIATION (EIN 25-1554003)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-08
- IRS object ID
- 202510989349301801
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-08T15:24:39-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251554003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENN STATE ALUMNI ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 8148632809 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HINTZ ALUMNI CENTER | AddressLine1Txt |
| City | UNIVERSITY PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 168021439 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN D JONES | PersonNm |
| Person Title | INTERIM EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8148632809 | PhoneNum |
| Signature | 2025-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2025-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RYAN D JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HINTZ ALUMNI CENTER | AddressLine1Txt |
| City | UNIVERSITY PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 168021439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,113,877 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALUMNI.PSU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO CONNECT ALUMNI TO THE UNIVERSITY AND TO EACH OTHER, TO PROVIDE VALUED SERVICES TO MEMBERS, AND TO SUPPORT THE UNIVERSITY'S MISSION OF TEACHING, RESEARCH, AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 93 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 92 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3000 | TotalVolunteersCnt |
| Total Gross UBI | $239,519 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $333,944 | PYContributionsGrantsAmt |
| CY Contributions Grants | $378,526 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,255,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,435,411 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,946,782 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,628,752 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,758,849 | PYOtherRevenueAmt |
| CY Other Revenue | $2,986,007 | CYOtherRevenueAmt |
| PY Total Revenue | $8,294,575 | PYTotalRevenueAmt |
| CY Total Revenue | $11,428,696 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $810,863 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $832,329 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,540,163 | PYOtherExpensesAmt |
| CY Other Expenses | $6,143,944 | CYOtherExpensesAmt |
| PY Total Expenses | $7,351,026 | PYTotalExpensesAmt |
| CY Total Expenses | $6,976,273 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $943,549 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,452,423 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,749,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,441,737 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,920,753 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,045,993 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $88,828,578 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,395,744 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CONNECT ALUMNI TO THE UNIVERSITY AND TO EACH OTHER, TO PROVIDE VALUED SERVICES TO MEMBERS, AND TO SUPPORT THE UNIVERSITY'S MISSION OF TEACHING, RESEARCH, AND SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,734,112 | ExpenseAmt |
| Revenue | $1,906,071 | RevenueAmt |
| Desc | PRINT AND ELECTRONIC PUBLICATIONS AND OTHER SPECIAL EVENTS TO KEEP ALUMNI INFORMED AND INVOLVED WITH THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,178,350 | ExpenseAmt |
| Grant | $748,006 | GrantAmt |
| Revenue | $362,782 | RevenueAmt |
| Desc | OPERATION OF A NATIONWIDE NETWORK OF ALUMNI CHAPTERS, CONSTITUENT SOCIETIES AND OTHER GROUPS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $357,420 | ExpenseAmt |
| Grant | $84,323 | GrantAmt |
| Revenue | $110,040 | RevenueAmt |
| Desc | PROVIDE SUPPORT FOR ACADEMIC AND OTHER PROGRAMS OF THE PENNSYLVANIA STATE UNIVERSITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $183,575 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $56,518 | RevenueAmt |
| Desc | RECRUITMENT OF ACADEMICALLY QUALIFIED STUDENTS, STUDENT MENTORING PROGRAMS, AND OTHER PROGRAMS DESIGNED TO INVOLVE STUDENTS WITH THE UNIVERSITY UPON GRADUATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $183,575 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $56,518 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,453,457 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 93 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 92 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN D JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8148632363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HINTZ ALUMNI CENTER | AddressLine1Txt |
| City | UNIVERSITY PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (100 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AMI HOPKINS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANAND GANJAM | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILLIE JO YUHANIAK | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB NAGY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN SIELSKI | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN TOBIN | ||||||||
| ALUMNI COUNCIL MEMBER (UNTIL 6/24/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAITLIN YELINEK | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL SIZER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL WOODIN | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CASEY MOORE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARONDA HILL | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS DAVIS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER THOMAS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA TALLEY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE WEAVER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARABELLE LIN | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAMEON PROCTOR | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN J SERFASS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL MCDOWELL | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DARLENE DUNAY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DARREN STEELE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRLY BUNDRIGE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE MCCLUNG | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE CORCORAN | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEWEY TRAINI | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EBONY REILLY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDMOND SCOTT BILLINGSLEY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELISE DUFOUR | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC YOUNG | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY BRANDEIS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY TOUHILL | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ISABELLA WEBSTER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE FOOR | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON BAYONA | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY O'MARD | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHANNA RAMOS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BRABAZON | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PETERSON | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN KLINGEMAN | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN SAVAGE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN STEVENS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY G HUME | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE BALAY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE DUNN | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLEY LYNCH | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY CAPLAN | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT LLOYD | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KERRI LAINE PRUNELLA | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVEN TOBIAS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM KAERCHER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN CONTI | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA MCKINNEY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE MILLER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEILANI C FOX | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA WACKERMAN | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISETTE M GARCIA | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOIS THOMPSON | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI BOWERS UHAZIE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI E SCHRIDER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI HOUSER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MADDY PRYOR | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MADELYN SNYDER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE W CONTEH | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARISSA PRESSER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HACKENBURG | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA SHARKEY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY SHEETZ CONTI | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT OWENS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MEAGHAN DALY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA BRICKHOUSE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA FEREDAY | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHALIE MAZURKIVICH | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE MCHUGH | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALIE KELLER | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NORA O'TOOLE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PARUL LUTHRA | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER LANCASTER JR | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL FOGLE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAJDEEP CHAMPA | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD HAYES | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BIERTEMPFEL | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN BROWN | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAVONNE K JOHNSON | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT LYONS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLI STINE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ROBINSON | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN STEADMAN | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HESS | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANY MCKENZIE | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANY VEET | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIZIANA MAZZARELLA | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD DIETRICH | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY HINISH | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY EDGAR | ||||||||
| ALUMNI COUNCIL MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL J CLIFFORD | ||||||||
| CEO, SECRETARY, TREASURER | 40.00 | 0.00 | Yes (X) | $260,053 | $0 | $48,650 | Yes (X) | |
| CATHY LEONARD | ||||||||
| EXECUTIVE DIR OF MARKETING & OPERATIONS | 40.00 | 0.00 | $119,986 | $0 | $51,840 | Yes (X) | ||
| THOMAS HAMMOND | ||||||||
| EXECUTIVE DIR OF ENGAGEMENT | 40.00 | 0.00 | $144,204 | $0 | $38,683 | Yes (X) | ||
| RYAN JONES | ||||||||
| EDITOR | 40.00 | 0.00 | $112,800 | $0 | $33,867 | Yes (X) | ||
| ELIZABETH KING | ||||||||
| EX DIR OF RESOURCE DEVELOPMENT | 40.00 | 0.00 | $108,252 | $0 | $37,045 | Yes (X) | ||
| MICHELE MOORE | ||||||||
| DIR, ALUMNI EVENTS & TRAVEL | 40.00 | 0.00 | $102,874 | $0 | $61,183 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $848,169 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $271,268 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| QUADGRAPHICS INC | |||||
| N61W23044 HARRYS WAY | SUSSEX | WI | 53089 | PRINTING AND MAILING SERVICES | $767,515 |
| STRASBURG POST OFFICE | |||||
| 152 W KING STREET | STRASBURG | VA | 22657 | POSTAGE AND MAILING SERVICES | $238,445 |
| CVENT INC | |||||
| 1765 GREESBORO STATION PL 7TH FL | TYSONS CORNER | VA | 22102 | SOFTWARE PROVIDER | $150,715 |
| PENN STATE SPORTS PROPERTIES LLC | |||||
| C/O LEARFIELD COMMUNICATIONS PO BOX | KANSAS CITY | MO | 641843038 | ADVERTISING AND SPONSORSHIP SERVICES | $132,613 |
| BLACKTHORNIO INC | |||||
| PO BOX 207561 | DALLAS | TX | 753207561 | SOFTWARE PROVIDER | $131,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $378,526 | GovernmentGrantsAmt |
| Total Contributions | $378,526 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES AND ASSESSMENTS | 541900 | $1,678,971 | $1,678,971 |
| MISCELLANEOUS INCOME | 541900 | $478,310 | $478,310 |
| REGISTRATION EVENT FEES | 541900 | $278,130 | $278,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,435,411 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,954,266 | TotalRevenueColumnAmt |
| Exclusion | $2,954,266 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,746,488 | TotalRevenueColumnAmt |
| Exclusion | $2,746,488 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,340,814 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,666,328 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,674,486 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,674,486 | TotalRevenueColumnAmt |
| Exclusion | $2,674,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $67,306 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $18,853 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,453 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $48,453 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| INTERNATIONAL TOURS | 561520 | $120,901 | $120,901 |
| BOOKSTORE COMMISSIONS | 541800 | $35,426 | $35,426 |
| ADVERTISING | 541800 | $30,000 | $30,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,739 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,739 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $191,066 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,428,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,435,411 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $239,519 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,375,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,329 | TotalAmt |
| Program Services | $832,329 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,796 | TotalAmt |
| Management And General | $135,796 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,900,964 | TotalAmt |
| Program Services | $1,323,967 | ProgramServicesAmt |
| Management And General | $576,997 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,761 | TotalAmt |
| Program Services | $564,706 | ProgramServicesAmt |
| Management And General | $525,055 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,476 | TotalAmt |
| Program Services | $153,989 | ProgramServicesAmt |
| Management And General | $37,487 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,398 | TotalAmt |
| Program Services | $336,376 | ProgramServicesAmt |
| Management And General | $171,022 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,720 | TotalAmt |
| Program Services | $208,148 | ProgramServicesAmt |
| Management And General | $19,572 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,000 | TotalAmt |
| Program Services | $714,295 | ProgramServicesAmt |
| Management And General | $5,705 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,460 | TotalAmt |
| Management And General | $10,460 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNICATION | Desc |
| Total | $1,360,369 | TotalAmt |
| Program Services | $1,319,647 | ProgramServicesAmt |
| Management And General | $40,722 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,976,273 | TotalAmt |
| Program Services | $5,453,457 | ProgramServicesAmt |
| Management And General | $1,522,816 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,501,392 | BOYAmt |
| EOY | $2,611,434 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,083 | BOYAmt |
| EOY | $643,122 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,242 | BOYAmt |
| EOY | $347,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $210,604 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $183,518 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,546 | BOYAmt |
| EOY | $27,086 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,966,081 | BOYAmt |
| EOY | $97,023,894 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,000 | BOYAmt |
| EOY | $608,535 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,000 | BOYAmt |
| EOY | $16,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,987 | BOYAmt |
| EOY | $164,165 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,749,331 | BOYAmt |
| EOY | $101,441,737 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,909 | BOYAmt |
| EOY | $306,795 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,000 | BOYAmt |
| EOY | $1,125,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,987 | BOYAmt |
| EOY | $164,165 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,857 | BOYAmt |
| EOY | $450,033 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,753 | BOYAmt |
| EOY | $2,045,993 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,828,578 | BOYAmt |
| EOY | $99,395,744 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,828,578 | BOYAmt |
| EOY | $99,395,744 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,749,331 | BOYAmt |
| EOY | $101,441,737 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,452,423 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,119,482 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,739 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $577,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $422,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $373,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $378,526 | CurrentTaxYearAmt |
| Total | $2,085,853 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,903,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,954,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,623,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,641,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,209,753 | CurrentTaxYearAmt |
| Total | $27,332,656 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,480,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,376,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,997,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,975,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,588,279 | CurrentTaxYearAmt |
| Total | $29,418,509 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $29,418,509 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,409,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,719,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,036,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,626,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,700,754 | CurrentTaxYearAmt |
| Total | $29,492,329 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $58,910,838 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,106,113 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,851,097 | BeginningYearBalanceAmt |
| Contributions | $370,590 | ContributionsAmt |
| Investment Earnings Or Losses | $989,577 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $467,492 | GrantsOrScholarshipsAmt |
| End Year Balance | $11,743,772 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,583,115 | BeginningYearBalanceAmt |
| Contributions | $434,090 | ContributionsAmt |
| Investment Earnings Or Losses | $605,313 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $771,421 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,851,097 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,170,209 | BeginningYearBalanceAmt |
| Contributions | $952,964 | ContributionsAmt |
| Investment Earnings Or Losses | -$216,300 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $323,758 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,583,115 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,470,427 | BeginningYearBalanceAmt |
| Contributions | $434,267 | ContributionsAmt |
| Investment Earnings Or Losses | $2,394,657 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $129,142 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,170,209 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,934,488 | BeginningYearBalanceAmt |
| Contributions | $322,811 | ContributionsAmt |
| Investment Earnings Or Losses | $577,916 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $364,788 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,470,427 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $210,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $183,518 | DepreciationAmt |
| Book Value | $27,086 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,086 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PLEDGES PAYABLE | $100,000 |
| OTHER ACCRUED EXPENSES | $350,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $450,033 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,636,249 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,119,482 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,209,753 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $18,853 | OtherRevenueAmt |
| Revenue Not Reported | $11,348,088 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,288,161 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $135,796 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,739 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $140,535 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,428,696 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,069,083 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,209,753 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $18,853 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,228,606 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,840,477 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $135,796 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $135,796 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,976,273 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE CLASS TREASURIES, CUSTODIAL ACCOUNTS CONSIST OF MONEYS VOLUNTARILY DONATED BY GRADUATING CLASSES DATING BACK TO 1964. THE ASSOCIATION MAINTAINS A SEPARATE LIST OF EACH CLASS'S CASH BALANCE. THE MONEY IS USED TO FUND A 50TH CLASS REUNION FOR EACH GRADUATING CLASS, WHICH HAS A BALANCE IN THIS ACCOUNT. ADDITIONALLY, WHEN CERTAIN CHAPTERS OF THE ASSOCIATION BECOME INACTIVE, AT THE OPTION OF THE CHAPTER, THE ASSOCIATION HOLDS THE FUNDS IN ESCROW. THE FUNDS MAY BE RETURNED IN THE EVENT THAT THE CHAPTERS ARE REACTIVATED. THE ASSOCIATION DOES NOT OWN THESE FUNDS, NOR DOES THE ASSOCIATION HAVE VARIANCE POWER, BUT HAS A FIDUCIARY RESPONSIBILITY TO PROTECT AND PRESERVE THE FUNDS ENTRUSTED TO IT FOR THE CLASSES AND INACTIVE CHAPTERS. |
| PART V, LINE 4: | PENN STATE UNIVERSITY HAS ESTABLISHED 47 ENDOWMENTS ON BEHALF OF THE ASSOCIATION WHICH WERE INITIALLY FUNDED THROUGH DONATIONS TO THE UNIVERSITY WITH INCOME DESIGNATED FOR THE ASSOCIATION. THE ASSOCIATION DOES NOT HAVE VARIANCE POWER AND AS SUCH THE ENDOWMENTS ARE NOT ASSETS OF THE ASSOCIATION. THE UNIVERSITY'S INVESTMENT COUNCIL MONITORS AND ADMINISTERS ANNUAL ENDOWMENT SPENDING. |
| PART X, LINE 2: | THE STATEMENTS OF FINANCIAL POSITION OF THE ASSOCIATION AT JUNE 30, 2024 AND 2023 DO NOT INCLUDE LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S POLICY IS TO ACCRUE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN OTHER MISCELLANEOUS EXPENSES. THE ASSOCIATION HAS NO UNRECOGNIZED TAX BENEFITS THAT, IF RECOGNIZED, WOULD CHANGE THE EFFECTIVE TAX RATE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 18,853. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INCOME FROM PARTNERSHIP INVESTMENT RECORDED AT COST 4,739. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 18,853. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|
| CHAPTERS CONSTITUENT SOCIETIES & ALUMNI INTEREST GROUPS (192 AFFILIATES) | |||||||||
| VARIOUS | UNITED STATES | PA | 99999 | $0 | $756,997 | FMV | OPERATIONS | ||
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||||
| OLD MAIN | UNIVERSITY PARK | PA | 16802 | $0 | $75,332 | FMV | ACADEMIC AND OTHER SUPPORT | 246000376 | SECTION 115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN ORDER FOR CHAPTERS, CONSTITUENT SOCIETIES, AND ALUMNI INTEREST GROUPS TO RETAIN ITS RECOGNIZED STATUS A COMPLETE ANNUAL REPORT MUST BE SUMITTED TO THE ASSOCIATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL J CLIFFORD | ||||||||||||||
| CEO, SECRETARY, TREASURER | $252,097 | $0 | $0 | $0 | $7,956 | $0 | $23,805 | $0 | $24,845 | $0 | $308,703 | $0 | $0 | $0 |
| THOMAS HAMMOND | ||||||||||||||
| EXECUTIVE DIR OF ENGAGEMENT | $144,204 | $0 | $0 | $0 | $0 | $0 | $38,683 | $0 | $0 | $0 | $182,887 | $0 | $0 | $0 |
| CATHY LEONARD | ||||||||||||||
| EXECUTIVE DIR OF MARKETING & OPERATI | $118,642 | $0 | $0 | $0 | $1,344 | $0 | $31,840 | $0 | $20,000 | $0 | $171,826 | $0 | $0 | $0 |
| MICHELE MOORE | ||||||||||||||
| DIR, ALUMNI EVENTS & TRAVEL | $102,874 | $0 | $0 | $0 | $0 | $0 | $41,084 | $0 | $20,099 | $0 | $164,057 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J SUPPLEMENTAL EXPLANATION | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION DOES NOT HAVE COMPENSATION AND EMPLOYEE BENEFIT PRACTICES FOR DISCLOSURE IN PART I AS THEY DO NOT DIRECTLY EMPLOY INDIVIDUALS. ALL EMPLOYEES ARE COMPENSATED BY THE PENNSYLVANIA STATE UNIVERSITY FOR THE SERVICES THEY PROVIDE TO THE ASSOCIATION. THE ASSOCIATION THEN REIMBURSES THE UNIVERSITY IN PART FOR THE COMPENSATION AND EMPLOYEE BENEFIT COSTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE ALUMNI COUNCIL (THE COUNCIL) IS THE GOVERNING BODY OF THE ASSOCIATION AND IS RESPONSIBLE FOR ITS MANAGEMENT, CONTROL AND DEVELOPMENT IN CARRYING OUT THE MISSION OF THE ASSOCIATION. THE COUNCIL SHALL NORMALLY MEET AT LEAST TWICE EACH YEAR. ADDITIONAL OR SPECIAL MEETINGS OF THE COUNCIL MAY BE CALLED BY THE PRESIDENT, THE EXECUTIVE BOARD OR A PETITION TO THE PRESIDENT SIGNED BY A LEAST A MAJORITY OF COUNCIL MEMBERS. THE EXECUTIVE BOARD CONSISTS OF THE PRESIDENT, THE IMMEDIATE PAST PRESIDENT, THE VICE PRESIDENT, THE CHAIR OF THE UNIVERSITY FACULTY SENATE, THE PRESIDENT OF THE UNIVERSITY PARK UNDERGRADUATE ASSOCIATION OR THE PRESIDENT OF THE COUNCIL OF COMMONWEALTH STUDENTS GOVERNMENTS AND AT LEAST TWELVE COUNCIL MEMBERS APPOINTED ANNUALLY BY THE PRESIDENT, INCLUDING ALL CHAIRS OF STANDING COMMITTEES, A RESPRESENTATIVE FROM THE CAMPUS ALUMNI SOCIETIES AND A REPRESENTATVE FROM THE COLLEGE ALUMNI SOCIETIES. THE EXECUTIVE DIRECTOR OF THE ASSOCIATION SERVES AS AN EX-OFFICIO COUNCIL MEMBER OF THE EXECUTIVE BOARD WITHOUT VOTING PRIVILEGES. THE EXECUTIVE BOARD SHALL HOLD AT LEAST FOUR MEETINGS A YEAR. THE EXECUTIVE BOARD TRANSACTS THE BUSINESS OF THE ASSOCIATION IN THE INTERVALS BETWEEN COUNCIL MEETINGS AND HAS ALL THE POWERS OF COUNCIL, REPORTING ALL ACTIONS TAKEN AT THE NEXT MEETING OF COUNCIL OR SOONER AS OCCASION WARRANTS. THE EXECUTIVE BOARD MAKES AND PRESENTS TO THE COUNCIL AN ANNUAL REPORT AND A BUDGET OF ESTIMATED REVENUE AND EXPENSE, AND DIRECTS THE INVESTMENTS AND CARE OF ALL FUNDS AND MONIES OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE FOLLOWING PERSONS SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION: (1) ALL PERSONS WHO HAVE COMPLETED ONE SEMESTER OR TWO TERMS OF WORK IN ANY UNIVERSITY PROGRAM REQUIRING AT LEAST TWO YEARS OF COMPLETION; (2) ALL PERSONS WHO HAVE RECEIVED AN ADVANCED DEGREE FROM THE UNIVERSITY; (3) ALL INTERNS, RESIDENTS, AND FELLOWS OF THE UNIVERSITY'S MILTON S. HERSHEY MEDICAL CENTER; AND (4) ALL POST-GRADUATE FELLOWS OF THE UNIVERSITY'S COLLEGES WHO HAVE COMPLETED THE EQUIVALENT OF ONE SEMESTER OR TWO TERMS IN AN ACCREDITED PROGRAM. FACULTY MEMBERS, PRESENT AND PAST, PARENTS OF STUDENTS OR OF ALUMNI, AND OTHER LOYAL FRIENDS OF THE UNIVERSITY SHALL BE ADMITTED TO ASSOCIATE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE ASSOCIATION HAVE THE FOLLOWING RIGHTS AND PRIVILEGES: (1) TO VOTE IN ALL ASSOCIATION ELECTIONS; (2) TO HOLD OFFICE IN THE ASSOCIATION, EXCEPT AS PROVIDED IN THE BYLAWS; AND (3) TO BE ELIGIBLE TO RECEIVE ALL OFFICIAL PUBLICATIONS OF THE ASSOCIATION. MEMBERS OF THE BLUE & WHITE SOCIETY (OTHER THAN THOSE STUDENT ORGANIZATION REPRESENTATIVES DESCRIBED IN THE BYLAWS) AND ASSOCIATE MEMBERS, AS THOSE TERMS ARE DEFINED IN THE BYLAWS, HAVE THE PRIVILEGES OF MEMBERSHIP EXCEPT THAT THEY MAY NOT HOLD OFFICE IN THE ASSOCIATION OR VOTE IN ASSOCIATION ELECTIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC VIA THE PENNSYLVANIA DEPARTMENT OF STATE'S WEBSITE (HTTP://WWW.DOS.PA.GOV). FINANCIAL INFORMATION FOR THE ORGANIZATION IS MADE AVAILABLE TO THE PUBLIC SOLELY THROUGH THIS FORM 990. SCHEDULE D TO FORM 990, PARTS XI-XIII RECONCILES THE FINANCIAL INFORMATION REPORTED ON FORM 990 TO THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII | THE ASSOCIATION DOES NOT DIRECTLY EMPLOY INDIVIDUALS. ALL EMPLOYEES ARE COMPENSATED BY THE PENNSYLVANIA STATE UNIVERSITY FOR THE SERVICES THEY PROVIDE TO THE ASSOCIATION. THE ASSOCIATION THEN REIMBURSES THE UNIVERSITY IN PART FOR THE COMPENSATION AND EMPLOYEE BENEFIT COSTS. IN ACCORDANCE WITH THE IRS INSTRUCTIONS, WE HAVE REPORTED THE COMPENSATION FOR THESE INDIVIDUALS IN COLUMNS D AND F. |
| FORM 990, PART IX, LINE 11G | FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 142,458. MANAGEMENT AND GENERAL EXPENSES 132,780. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 275,238. SALARY REIMBURSEMENT TO PSU: PROGRAM SERVICE EXPENSES 1,181,509. MANAGEMENT AND GENERAL EXPENSES 444,217. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,625,726. |
| FORM 990, PART XI, LINE 9: | INCOME FROM PARTNERSHIP INVESTMENT RECORDED AT COST -4,739. |