PENN STATE ALUMNI ASSOCIATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PENN STATE ALUMNI ASSOCIATION (EIN 25-1554003)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-15
- IRS object ID
- 202141369349300904
- Schema version
- 2019v5.2
- 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 | 2021-05-15T23:32:12-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 SCIENCE PARK ROAD SUITE 302 | AddressLine1Txt |
| City | STATE COLLEGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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 | PAUL J CLIFFORD | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8148656516 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAIME L KUNTZ CPA | PreparerPersonNm |
| PTIN | P01272711 | PTIN |
| Phone | 8142388474 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL J CLIFFORD | 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 | $11,084,214 | 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 | 106 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 106 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3000 | TotalVolunteersCnt |
| Total Gross UBI | $303,445 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $550,722 | PYContributionsGrantsAmt |
| CY Contributions Grants | $577,517 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,466,482 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,323,809 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,932,983 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,380,873 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,336,272 | PYOtherRevenueAmt |
| CY Other Revenue | $3,002,739 | CYOtherRevenueAmt |
| PY Total Revenue | $9,286,459 | PYTotalRevenueAmt |
| CY Total Revenue | $10,284,938 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $578,660 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $582,889 | 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 | $6,060,514 | PYOtherExpensesAmt |
| CY Other Expenses | $5,841,840 | CYOtherExpensesAmt |
| PY Total Expenses | $6,639,174 | PYTotalExpensesAmt |
| CY Total Expenses | $6,424,729 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,647,285 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,860,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,172,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,499,672 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,739,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,215,069 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,433,367 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,284,603 | 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 | $456,002 | ExpenseAmt |
| Grant | $82,947 | GrantAmt |
| Revenue | $203,235 | RevenueAmt |
| Desc | PROVIDE SUPPORT FOR ACADEMIC AND OTHER PROGRAMS OF THE PENNSYLVANIA STATE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,635,969 | ExpenseAmt |
| Revenue | $1,366,622 | RevenueAmt |
| Desc | PRINT AND ELECTRONIC PUBLICATIONS AND OTHER SPECIAL EVENTS TO KEEP ALUMNI INFORMED AND INVOLVED WITH THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,236,141 | ExpenseAmt |
| Grant | $499,942 | GrantAmt |
| Revenue | $550,934 | RevenueAmt |
| Desc | OPERATION OF A NATIONWIDE NETWORK OF ALUMNI CHAPTERS, CONSTITUENT SOCIETIES AND OTHER GROUPS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $455,516 | ExpenseAmt |
| Revenue | $203,018 | 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 | $455,516 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $203,018 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,783,628 | 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 | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| 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 | 106 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 106 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL CLIFFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8148632809 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HINTZ FAMILY ALUMNI CENTER | AddressLine1Txt |
| City | UNIVERSITY PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (112 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PAUL J CLIFFORD | |||||||
| CEO, SECRETARY, TREASURER | 40.00 | Yes (X) | Yes (X) | $252,250 | $0 | $42,692 | |
| THOMAS HAMMOND | |||||||
| EXECUTIVE DIR OF ENGAGEMEN | 40.00 | $121,581 | $0 | $28,039 | Yes (X) | ||
| JEFF KUKITZ | |||||||
| EXECUTIVE DIR OF ALUMNI OP | 40.00 | $128,086 | $0 | $19,072 | Yes (X) | ||
| ELIZABETH KING | |||||||
| EXECUTIVE DIR OF RESOURCE | 40.00 | $102,997 | $0 | $31,891 | Yes (X) | ||
| RYAN JONES | |||||||
| EDITOR | 40.00 | $104,867 | $0 | $29,852 | Yes (X) | ||
| ALEX MOON | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANAND R GANJAM | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW M KARASIK | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW J SANTACROCE | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA SIMMONS | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| APRIL D JUDY | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ASIA GRANT | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH A BERNA | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH PARK HAAS | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLY D SOBEL-REDLER | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E ENGLAR | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADFORD SIMPSON | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN DIMATTESA | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL K ROSENBERGER | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL A SIZER III | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARRANDA M BARKDOLL | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARMAINE S TETKOSKIE | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARONDA L HILL | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| C CHRIS HASTINGS | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA A MABLE | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAIRE E KELLING | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARABELLE C LIN | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE T HOFFMAN | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANE P ZDUNOWSKI | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRYL BLAKEY | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID S CAVANAUGH | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID G LUCAS | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W MCCLUNG | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J PASTERNAK | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE M CORCORAN | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEVON STILL | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DORIS GOLEBIEWSKI | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD J PAINTER | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLYN J FISHER | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY MILLER | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK S PYTLAK | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY L WERKHEISER | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE H BENHAN III | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ULYSSES GRANT CRAMPTON IV | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY F SCOTT | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GUILLERMO J SILVA-WISCOVICH | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY J DANDREA | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER M WOLFE | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE CLAMPITT | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES M WEITZEL JR | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY A YELEN | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN E HOOK | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R SHAFFER JR | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SPADARO | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON BROOKS | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN C SAVAGE | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN J SINCLAIR | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN STEVENS | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN G HUME | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLEY M LYNCH | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELLY GIBSON CAPLAN | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY S LLOYD | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELSEY KARPINSKI | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH W GATTEN III | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN T MCGARRY | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRK S HINKLEY IV | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN L MCMULLEN | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN L CROSSLAND | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA MCKINNEY | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN THUMM SAXTON | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEILA FARZAM | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIANA M TRIGG | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA C KIRBY | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK A LANE | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK A POBLETE | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANY A MAZALESKI | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA A SCHIPKE | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL F CATINO | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL C KARNS | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL D SERAGO | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL S WHITE | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN MICHELE BLOOD | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE M HARMON-MADSEN | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE MCHUGH | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS ROWLAND | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NINAD C PENDHARKAR | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NURIA A DIALLO PADRO | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA HERVEY | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA A PETER | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PARUL LUTHRA | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL ALBERICI | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER M MARGITTAI | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDOLPH B HOUSTON JR | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD T BOBBE III | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL A EPPS IV | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH M NARAGHI | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT E SHIRLEY | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN D MANDERSON | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHEELA A MILLER | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY E LATTA | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN T DEVOLL | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN B WAGMAN | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN C ROBINSON | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD M BACASTOW | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD DIETRICH | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOMMY C HOGAN | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS E KAPELEWSKI | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACEY D BAKER | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY SHILLINGER RIEGEL | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRISHA ANN MIKITA | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TY A MCGILBERRY | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY FORREST EDGAR | |||||||
| ALUMNI COUNCIL MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $709,781 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,546 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LSC COMMUNICATIONS | |||||
| 191 N WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | PRINTING AND MAILING SERVICES | $420,957 |
| STRASBURG POST OFFICE | |||||
| 152 W KING STREET | STRASBURG | VA | 22657 | POSTAGE AND MAILING SERVICES | $278,000 |
| PENN STATE SPORTS PROPERTIES LLC | |||||
| PO BOX 843038 | KANSAS CITY | MO | 64184 | SPONSORSHIHP OF PENN STATE ATHLETICS | $139,000 |
| NAVISTAR DIRECT MARKETING | |||||
| 4612 NAVISTAR DRIVE | FREDERICK | MD | 21703 | MARKETING | $135,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $577,517 | GovernmentGrantsAmt |
| Total Contributions | $577,517 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES AND ASSESSMENTS | 541900 | $2,132,007 | $2,132,007 |
| REGISTRATION EVENT FEES | 541900 | $163,502 | $163,502 |
| MISCELLANEOUS INCOME | 541900 | $28,300 | $28,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,323,809 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,710,554 | TotalRevenueColumnAmt |
| Exclusion | $2,710,554 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,699,294 | TotalRevenueColumnAmt |
| Exclusion | $2,699,294 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,415,094 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $744,775 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,670,319 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,670,319 | TotalRevenueColumnAmt |
| Exclusion | $1,670,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $99,104 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $54,501 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,603 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $44,603 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| INTERNATIONAL TOURS AND OTHER UBI | 561520 | $160,571 | $160,571 |
| ADVERTISING | 541800 | $108,909 | $108,909 |
| PARTNERSHIP INCOME (LOSS) | 525990 | -$10,638 | -$10,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $258,842 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,284,938 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,323,809 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $303,445 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,080,167 | 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 | $582,889 | TotalAmt |
| Program Services | $582,889 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,375 | TotalAmt |
| Management And General | $57,375 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,382,985 | TotalAmt |
| Program Services | $1,578,968 | ProgramServicesAmt |
| Management And General | $804,017 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,674 | TotalAmt |
| Program Services | $814,936 | ProgramServicesAmt |
| Management And General | $9,738 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,179,205 | TotalAmt |
| Program Services | $817,384 | ProgramServicesAmt |
| Management And General | $361,821 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,194 | TotalAmt |
| Program Services | $314,010 | ProgramServicesAmt |
| Management And General | $186,184 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,325 | TotalAmt |
| Program Services | $26,783 | ProgramServicesAmt |
| Management And General | $5,542 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,019 | TotalAmt |
| Program Services | $213,465 | ProgramServicesAmt |
| Management And General | $41,554 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,058 | TotalAmt |
| Program Services | $435,193 | ProgramServicesAmt |
| Management And General | $77,865 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,005 | TotalAmt |
| Management And General | $97,005 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,424,729 | TotalAmt |
| Program Services | $4,783,628 | ProgramServicesAmt |
| Management And General | $1,641,101 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,607,992 | BOYAmt |
| EOY | $3,292,972 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,849 | BOYAmt |
| EOY | $902,637 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,918 | BOYAmt |
| EOY | $137,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $676,389 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $552,899 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,495 | BOYAmt |
| EOY | $123,490 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,218,522 | BOYAmt |
| EOY | $73,588,268 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $200,026 | 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 | $239,089 | BOYAmt |
| EOY | $238,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,172,865 | BOYAmt |
| EOY | $78,499,672 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,645 | BOYAmt |
| EOY | $381,637 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,597,764 | BOYAmt |
| EOY | $9,294,561 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $839,089 | BOYAmt |
| EOY | $538,871 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,739,498 | BOYAmt |
| EOY | $10,215,069 | 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 | $65,433,367 | BOYAmt |
| EOY | $68,284,603 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,433,367 | BOYAmt |
| EOY | $68,284,603 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,172,865 | BOYAmt |
| EOY | $78,499,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,860,209 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,019,611 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $10,638 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $836,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $686,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $932,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $550,722 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,517 | CurrentTaxYearAmt |
| Total | $3,583,458 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,031,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,456,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,670,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,729,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,903,136 | CurrentTaxYearAmt |
| Total | $27,790,443 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,867,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,143,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,602,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,280,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,480,653 | CurrentTaxYearAmt |
| Total | $31,373,901 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $31,373,901 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,048,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,019,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,141,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,082,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,409,848 | CurrentTaxYearAmt |
| Total | $22,702,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $54,076,169 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,436,575 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58220 | 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
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,970,037 | BeginningYearBalanceAmt |
| Contributions | $158,500 | ContributionsAmt |
| Investment Earnings Or Losses | $173,121 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $367,170 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,934,488 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,020,654 | BeginningYearBalanceAmt |
| Contributions | $156,625 | ContributionsAmt |
| Investment Earnings Or Losses | $409,462 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $616,704 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,970,037 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | $676,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $552,899 | DepreciationAmt |
| Book Value | $123,490 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $123,490 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CLASS TREASURIES ACCOUNT PAYABLE | $238,871 |
| PLEDGES PAYABLE | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $538,871 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,176,227 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,019,611 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,903,136 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $54,501 | OtherRevenueAmt |
| Revenue Not Reported | $4,938,026 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,238,201 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $57,375 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$10,638 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $46,737 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,284,938 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,324,991 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,903,136 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $54,501 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,957,637 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,367,354 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $57,375 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $57,375 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,424,729 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PENN STATE UNIVERSITY HAS ESTABLISHED 29 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, 2020 AND 2019 DO NOT INCLUDE LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 54,501. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS FROM PARTNERSHIP INVESTMENT RECORDED AT COST -10,638. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 54,501. |
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 | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| CHAPTERS CONSITUENT SOCIETIES AND ALUMNI INTEREST GROUPS (192 AFFILIATES) | ||||||||
| VARIOUS | UNITED STATES | PA | 99999 | $499,942 | FMV | OPERATIONS | ||
| THE PENNSYLVANIA STATE UNIVERSITY | ||||||||
| OLD MAIN | UNIVERSITY PARK | PA | 16802 | $82,947 | FMV | ACADEMIC AND OTHER SUPPORT | 246000376 | SECTION 115 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL J CLIFFORD | PersonNm |
| Title | CEO, SECRETARY, TREASURER | TitleTxt |
| Base Compensation Filing Org | $227,790 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $13,919 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $10,541 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $22,561 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,131 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $294,942 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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 PRESDIENT, 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 ASSOCATION 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 IX, LINE 11G | FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 274,422. MANAGEMENT AND GENERAL EXPENSES 124,015. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 398,437. SALARY REIMBURSEMENT TO PSU: PROGRAM SERVICE EXPENSES 1,304,546. MANAGEMENT AND GENERAL EXPENSES 680,002. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,984,548. |
| FORM 990, PART XI, LINE 9: | LOSS FROM PARTNERSHIP INVESTMENT RECORDED AT COST 10,638. |