Skip to main content

Nonprofit · EIN 80-6155309

SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR

Also known as MICHAEL A COYNE TT TTEE

Tax-exempt · MECHANICSBURG, PA 17055

Financials

$48K$53K2023$60K$78K2024
Revenue Expenses · by fiscal year end
Financials of SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$60,368$77,831-$17,463$1,142,909$0$1,142,909
June 30, 2024990$48,302$52,703-$4,401$1,160,372$0$1,160,372
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$60,368
Net gain from sales of assets
$11,328
Other revenue
$0

Expenses

Grants and similar amounts paid
$75,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,100
Program services (functional)
$75,000
Management and general (functional)
$2,831

Balance sheet and other

Total assets, start of year
$1,160,372
Total assets, end of year
$1,142,909
Total liabilities, end of year
$0
Net assets, end of year
$1,142,909
Publicly traded securities
$1,080,728
Net assets without donor restrictions
$1,142,909
Gross receipts
$643,494
Employees
0
Year formed
2010
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
MELISSA KOMORATRUSTEE
Trustee or director
0.1$0$280,885$30,266
JAMES DUNLOPTRUSTEE
Trustee or director
0.1$0$0$0
MARTIN J ORTENZIOTRUSTEE
Trustee or director
0.1$0$0$0
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MELISSA KOMORATRUSTEE
Trustee or director
0.1$0$264,857$28,642
JAMES DUNLOPTRUSTEE
Trustee or director
0.1$0$0$0
MARTIN J ORTENZIOTRUSTEE
Trustee or director
0.1$0$0$0

Address and contacts

Address (IRS master file)
4732 GETTYSBURG ROAD SUITE 401, MECHANICSBURG, PA 17055-4325
In care of
% SUSQUEHANNA UNIVERSITY
Principal officer (990 for 2024)
MARTIN J ORTENZIO, 12314 CLEGHORN ROAD, COCKEYSVILLE, MD 21030
Signed the 990
MARTIN J ORTENZIO, TRUSTEE
Phone
(717) 972-1300
Return prepared by
MARTIN M SACKS & ASSOCIATES

Mission

SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TRUST SUPPORTS THE CHARITABLE AND EDUCATIONAL PURPOSES OF SUSQUEHANNA UNIVERSITY, SPECIFICALLY FOR THE SIGMUND WEIS SCHOOL OF BUSINESS AT SUSQUEHANNA UNIVERSITY.

990 for the year ended June 30, 2025

Program accomplishments

  • SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TRUST SUPPORTS THE CHARITABLE AND EDUCATIONAL PURPOSES OF SUSQUEHANNA UNIVERSITY, SPECIFICALLY FOR THE SIGMUND WEIS SCHOOL OF BUSINESS AT SUSQUEHANNA UNIVERSITY.
    Expenses $75,000 · grants $75,000

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
80-6155309
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2010
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B112)
Assets (IRS master file)
$1,142,909
Income (IRS master file)
$643,494

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$60,368$77,831$1,142,909XML
990June 2024$48,302$52,703$1,160,372XML
990June 2023$18,064$52,622$1,164,773IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––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 80-6155309).

Questions about SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR

What is the EIN of SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR?
The employer identification number (EIN) of SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR is 80-6155309.
Is SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR 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 SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR 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 SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR 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 SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR?
The 990 for the year ended June 30, 2025 names MARTIN J ORTENZIO.
Who are the officers and directors of SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR?
The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $60,368, expenses of $77,831 and total assets of $1,142,909 at year end.

Other nonprofits in MECHANICSBURG

All nonprofits in MECHANICSBURG · Pennsylvania · Education