Nonprofit · EIN 25-1753112
INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION
Tax-exempt · INDIANA, PA 15705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $312,573 | $332,975 | -$20,402 | $7,170,664 | $166,333 | $7,004,331 |
| June 30, 2024 | 990 | $311,866 | $695,632 | -$383,766 | $6,920,337 | $333,333 | $6,587,004 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,938
- Program service revenue
- $0
- Investment income
- $280,583
- Royalties
- $30,052
- Net gain from sales of assets
- $97,561
- Other revenue
- $30,052
Expenses
- Grants and similar amounts paid
- $113,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,166
- Accounting fees
- $17,020
- Program services (functional)
- $199,193
- Management and general (functional)
- $133,782
Balance sheet and other
- Total assets, start of year
- $6,920,337
- Total assets, end of year
- $7,170,664
- Total liabilities, end of year
- $166,333
- Net assets, end of year
- $7,004,331
- Net assets without donor restrictions
- $7,004,331
- Gross receipts
- $312,573
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1987
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY MORGAN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| SARA LAWER | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| CHAD JURICA | SECRETARY Trustee or director, Officer | 5 | $0 |
| VALERIE SUTTON | TREASURER Trustee or director, Officer | 5 | $0 |
| KEVIN BAILEY | DIRECTOR Trustee or director | 1 | $0 |
| DEBRA EVANS SMITH | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE KELLY | DIRECTOR Trustee or director | 1 | $0 |
| MARC HUTZELL | DIRECTOR Trustee or director | 1 | $0 |
| LESLIE PURSER | DIRECTOR Trustee or director | 1 | $0 |
| AARON FELTER | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT RHOADES | DIRECTOR Trustee or director | 1 | $0 |
| EMILY SMELTZ | DIRECTOR Trustee or director | 1 | $0 |
| MORGAN HUEY | DIRECTOR Trustee or director | 1 | $0 |
| MATT KOVATCH | DIRECTOR Trustee or director | 1 | $0 |
| STEVE MIHALACKI | DIRECTOR Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHANNING MORELAND | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE PURSER | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DEBRA EVANS SMITH | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| CHRISTINA STEFFY | TREASURER Trustee or director, Officer | 5 | $0 |
| LISA SCHLOSSER | SECRETARY Trustee or director, Officer | 5 | $0 |
| KEVIN BAILEY | DIRECTOR Trustee or director | 1 | $0 |
| KATHIE BASEHORE | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE KELLY | DIRECTOR Trustee or director | 1 | $0 |
| MARC HUTZELL | DIRECTOR Trustee or director | 1 | $0 |
| SARA LAWER | DIRECTOR Trustee or director | 1 | $0 |
| HEATHER REED | DIRECTOR Trustee or director | 1 | $0 |
| AARON FELTER | DIRECTOR Trustee or director | 1 | $0 |
| CHAD JURICA | DIRECTOR Trustee or director | 1 | $0 |
| MARY MORGAN | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT RHOADES | DIRECTOR Trustee or director | 1 | $0 |
| EMILY SMELTZ | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- BREEZEDALE ALUMNI CTR 880 SCHOOL S, INDIANA, PA 15705-0001
- In care of
- % BREEZEDALE ALUMNI CENTER
- Principal officer (990 for 2024)
- MARY MORGAN, BREEZEDALE ALUMNI CTR 880 SCHOOL ST, INDIANA, PA 15705
- Signed the 990
- MARY MORGAN, PRESIDENT
- Phone
- (724) 357-7942
- Return prepared by
- SISTERSON & CO LLP
Mission
THE ALUMNI ASSOCIATION CREATES AND ENRICHES RELATIONSHIPS TO ENGAGE CURRENT AND FUTURE ALUMNI IN THE ADVANCEMENT OF IUP.
Program accomplishments
- TO SUPPORT THE OFFICE OF ALUMNI AND FRIENDS WITHIN INDIANA UNIVERSITY OF PENNSYLVANIA IN THEIR EFFORTS TO CONDUCT ACTIVITIES THAT ENGAGE ALUMNI IN THE LIFE OF THE UNIVERSITY TO HELP SUPPORT STUDENT RECRUITMENT, STUDENT ACHIEVEMENT AND TO ADVANCE THE UNIVERSITY.Expenses $199,193 · grants $113,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1753112
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,170,664
- Income (IRS master file)
- $312,573
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $312,573 | $332,975 | $7,170,664 | XML |
| 990 | June 2024 | $311,866 | $695,632 | $6,920,337 | XML |
| 990 | June 2023 | $141,745 | $176,352 | $6,672,876 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1753112).
Questions about INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION
- What is the EIN of INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION?
- The employer identification number (EIN) of INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION is 25-1753112.
- Is INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION?
- The 990 for the year ended June 30, 2025 names MARY MORGAN.
- Who are the officers and directors of INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does INDIANA UNIVERSITY OF PENNSYLVANIA ALUMNI ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $312,573, expenses of $332,975 and total assets of $7,170,664 at year end.
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