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Gamma Theta Upsilon FY2022 filing

Tax-deductible

Marquette, MI501(c)(3)Education EIN 37-6048251Revenue $58K in FY2022

On file with the IRSgammathetaupsilon.org1401 Presque Isle Ave, 49855-2818 · Marquette, MITax-exempt since Dec 2016Publicly supported — 509(a)(2)

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International academic honor society in geography for undergraduates and graduates in universities. Awarded membership certifcates to 815 students, awarded 4 academic scholarships, travel award scholarships and published academic journals for members and institutions.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $34K a year · 62% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
35 mo
of spending, in cash
Plus $389K in investments, Pt X · Ln 11–13
Looks good: 35.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$58K
+6% vs prior year
Spent
$19K
To programs
100%
Net assets
$444K
By yearFY2020–FY2024
Revenue
$58K
FY2022▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$48K
FY2021$55K
FY2022$58K
FY2023$51K
FY2024$59K
Expenses
$19K
FY2022▼ -16%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021$22K
FY2022$19K
FY2023$22K
FY2024$22K
Net assets
$444K
FY2022▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2020$417K
FY2021$513K
FY2022$444K
FY2023$464K
FY2024$550K

From the FY2022 Form 990 (year ending October 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $19K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
Dr Susy Ziegler
Past Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Dr Ryan Weichelt
Second V Pre
$0Pt VII · Sec A
Dr Burrell Montz
Exec Secreta
$0Pt VII · Sec A
Dr Peng Gao
Comptroller
$0Pt VII · Sec A
Dr Dawn Drake
Historian
$0Pt VII · Sec A
Dr Randy Bertolas
Outreach COO
$0Pt VII · Sec A
See Gamma Theta Upsilon executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Honors geography students, awards scholarships, and publishes academic journals.

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Provided by the organization

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1 program · $19K · in their own filed words · FY2021
01

Provided Lecture Program

Visiting geographical scientisits for academic departments with members. Provided scholarships for students to attend college.

$19Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $12K · 2020–2022
Unitemized GrantFY2022$6,800
Unitemized GrantFY2020$5,240

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$58K
Ln 12
Fees for servicesLn 2g$33K
Investment incomeLn 3$24K
Gifts and grantsLn 1h$796
Money outPt IX
$19K
Ln 25
Programscol B$19K
Owns and owesPt X
$444K
net assets · Ln 32
Cash and savingsLn 1–2$55K
Total assetsLn 16$444K
LiabilitiesLn 26$0
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$796
Fees for servicesLn 2g$33K
Investment incomeLn 3$24K
Gains on assetsLn 7$14K
Total revenueLn 12$58K
Assets in detailPt X, end of year
CashLn 1$55K
Cash and savings togetherLn 1–2$55K
InvestmentsLn 11–13$389K
Total assetsLn 16$444K
LiabilitiesLn 26$0
Net assetsLn 32$444K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderOctober
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$39K$55K
InvestmentsLn 11–13$474K$389K
Total assetsLn 16$513K$444K
LiabilitiesLn 26$0$0
Net assetsLn 32$513K$444K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$4K$4K
Benefits paid to or for membersLn 4$6K$6K
Accounting feesLn 11c$2K$2K
Office expensesLn 13$3K$3K
TravelLn 17$450$450
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$890$890
Total functional expensesLn 25$19K$19K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $59K$22K$37K$550K 990 PDF
FY2023 $51K$22K$29K$464K 990 PDF
FY2022 Viewing $58K$19K$40K$444K 990 PDF
FY2021 $55K$22K$33K$513K 990 PDF
FY2020 $48K$417K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $58,253 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,021$796
I-9 Program service revenuePrior year $32,001$33,307
I-10 Investment incomePrior year $20,710$24,150
I-11 Other revenue$0
I-12 Total revenuePrior year $54,732$58,253
I-13 Grants and similar amounts paidPrior year $5,240$4,000
I-14 Benefits paid to membersPrior year $6,170$6,487
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $10,653$8,043
I-18 Total expensesPrior year $22,063$18,530
I-19 Revenue less expensesPrior year $32,669$39,723
Part VI · Governance 17 of 17 board members independent, 4 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $58,253 across 6 lines filed
VIII-1f All other contributions, gifts and grants$796
VIII-1h Total contributions, gifts and grants$796
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $33,307$33,307
VIII-3 Investment incomeExcluded from tax $10,409$10,409
VIII-7 Net gain or loss on sales of assetsExcluded from tax $13,741$13,741
VIII-12 Total revenueExcluded from tax $57,457$58,253
Part IX · Statement of functional expenses $18,530 across 7 lines filed
IX-2 Grants to domestic individualsPrograms $4,000$4,000
IX-4 Benefits paid to or for membersPrograms $6,487$6,487
IX-11c Accounting feesPrograms $2,315$2,315
IX-13 Office expensesPrograms $3,358$3,358
IX-17 TravelPrograms $450$450
IX-23 InsurancePrograms $1,030$1,030
IX-24 Other expenses (24a–d)Programs $890$890
IX-25 Total functional expensesPrograms $18,530 · Management $0 · Fundraising $0$18,530
Part X · Balance sheet $443,651 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $39,018$54,616
X-13 Program-related investmentsStart of year $473,618$389,035
X-16 Total assetsStart of year $512,636$443,651
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $512,636$443,651
X-33 Total liabilities and net assetsStart of year $512,636$443,651
Part XI · Reconciliation of net assets $443,651 net assets at year end
XI-1 Total revenue$58,253
XI-2 Total expenses$18,530
XI-3 Revenue less expenses$39,723
XI-4 Net assets at start of year$512,636
XI-5 Net unrealized gains (losses) on investments−$108,708
XI-10 Net assets at end of year$443,651

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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