A type of fraternal organization with a common objective of introducing new students and staff into the new environment of the school setting of institutions of higher learning.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$123K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $41K a year · 3% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$123K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Plus $715K in investments, Pt X · Ln 11–13
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $8K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$252K
21% of total assets
Looks good: liabilities are 21% 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
$1.4M
+7% vs prior year
Spent
$1.5M
To programs
84%
Net assets
$956K
By yearFY2020–FY2025
Revenue
$1.4M
FY2024▲ +7%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$625K
FY2022$953K
FY2023$1.3M
FY2024$1.4M
FY2025$1.6M
Expenses
$1.5M
FY2024▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$583K
FY2022$979K
FY2023$1.3M
FY2024$1.5M
FY2025$1.7M
Net assets
$956K
FY2024▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.2M
FY2022$1.0M
FY2023$1.0M
FY2024$956K
FY2025$841K

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2004.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $1.3M Management & general 16% · $247K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990; $123K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$122,804Pt VII · Sec A
Past President
$0Pt VII · Sec A
President
$0Pt VII · Sec A
President-Elect
$0Pt VII · Sec A
Treasurer (thru January 2024)
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Equity & Inclusion Officer
$0Pt VII · Sec A
Secretary (thru December 2023)
$0Pt VII · Sec A

Joyce Holl’s $125K as Executive Director is at the 49th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Joyce Holl$125,164$122,804$101,785$93,346$97,386$96,118

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 15aYes

Programs and updates

Welcomes new students and staff to college and university life.

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Provided by the organization

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1 program · $1.3M · in their own filed words · FY2023
01

The association offers regional conferences, institutes, webinars, publications, and an annual conference each year. These educational opportunities focus on orientation, transition, and retention in higher education with a focus to gain new skills and ideas.

$1.3Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$8K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$40K
Gifts and grantsLn 1h$18K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.3M
Managementcol C$247K
Owns and owesPt X
$956K
net assets · Ln 32
Cash and savingsLn 1–2$424K
Total assetsLn 16$1.2M
LiabilitiesLn 26$252K
PeoplePt VI, VII
24
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$18K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$40K
Other incomeLn 4–11$8K
Gains on assetsLn 7$4K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$74K
SavingsLn 2$350K
Cash and savings togetherLn 1–2$424K
InvestmentsLn 11–13$715K
Land, buildings, equipmentLn 10c$4K
Total assetsLn 16$1.2M
LiabilitiesLn 26$252K
Net assetsLn 32$956K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6200
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$491K$424K
InvestmentsLn 11–13$648K$715K
Land, buildings, equipmentLn 10c$7K$4K
Total assetsLn 16$1.2M$1.2M
LiabilitiesLn 26$200K$252K
Net assetsLn 32$1.0M$956K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$3K$3K
Pay of current officers, directors and key staffLn 5$161K$161K
Other salaries and wagesLn 7$206K$141K$65K
Other employee benefitsLn 9$76K$53K$23K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$29K$29K
Investment management feesLn 11f$6K$6K
Other fees for servicesLn 11g$26K$26K
Advertising and promotionLn 12$34K$27K$7K
Office expensesLn 13$27K$21K$5K
Information technologyLn 14$48K$22K$26K
OccupancyLn 16$2K$1K$313
TravelLn 17$26K$26K
Conferences, conventions and meetingsLn 19$813K$772K$41K
Depreciation, depletion and amortizationLn 22$2K$2K$467
InsuranceLn 23$610$488$122
Other expenses (24a–d)Ln 24$63K$22K$41K
Total functional expensesLn 25$1.5M$1.3M$247K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.6M$1.7M−$170K$841K 990 PDF
FY2024 Viewing $1.4M$1.5M−$129K$956K 990 PDF
FY2023 $1.3M$1.3M−$37K$1.0M 990 PDF
FY2022 $953K$979K−$26K$1.0M 990 PDF
FY2021 $625K$583K$41K$1.2M 990 PDF
FY2020 $1.4M$1.4M$77K$1.0M 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 FY2024 990 (6 parts)
Part I · Summary $1,395,036 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,398$17,617
I-9 Program service revenuePrior year $1,251,678$1,329,436
I-10 Investment incomePrior year $30,305$39,680
I-11 Other revenuePrior year $13,955$8,303
I-12 Total revenuePrior year $1,302,336$1,395,036
I-13 Grants and similar amounts paidPrior year $0$3,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $346,208$442,550
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $993,593$1,078,584
I-18 Total expensesPrior year $1,339,801$1,524,134
I-19 Revenue less expensesPrior year −$37,465−$129,098
Part VI · Governance 17 of 17 board members independent, 2 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,395,036 across 7 lines filed
Lines not itemized here account for $7,525 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$17,617
VIII-1h Total contributions, gifts and grants$17,617
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,321,911$1,321,911
VIII-3 Investment incomeExcluded from tax $35,968$35,968
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,712$3,712
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $8,303$8,303
VIII-12 Total revenueRelated to mission $1,321,911 · Unrelated business $7,525 · Excluded from tax $47,983$1,395,036
Part IX · Statement of functional expenses $1,524,134 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $3,000$3,000
IX-5 Pay of current officers, directors and key staffPrograms $160,501$160,501
IX-7 Other salaries and wagesPrograms $140,722 · Management $65,272$205,994
IX-9 Other employee benefitsPrograms $52,817 · Management $23,238$76,055
IX-11b Legal feesManagement $1,498$1,498
IX-11c Accounting feesManagement $28,897$28,897
IX-11f Investment management feesManagement $6,267$6,267
IX-11g Other fees for servicesPrograms $25,848$25,848
IX-12 Advertising and promotionPrograms $27,496 · Management $6,874$34,370
IX-13 Office expensesPrograms $21,382 · Management $5,345$26,727
IX-14 Information technologyPrograms $21,673 · Management $26,463$48,136
IX-16 OccupancyPrograms $1,251 · Management $313$1,564
IX-17 TravelPrograms $26,244$26,244
IX-19 Conferences, conventions and meetingsPrograms $771,525 · Management $41,374$812,899
IX-22 Depreciation, depletion and amortizationPrograms $1,867 · Management $467$2,334
IX-23 InsurancePrograms $488 · Management $122$610
IX-24 Other expenses (24a–d)Programs $21,915 · Management $41,275$63,190
IX-25 Total functional expensesPrograms $1,276,729 · Management $247,405 · Fundraising $0$1,524,134
Part X · Balance sheet $1,208,267 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $42,100$73,618
X-2 Savings and temporary cash investmentsStart of year $449,039$350,095
X-4 Accounts receivableStart of year $33,495$24,025
X-9 Prepaid expenses and deferred chargesStart of year $36,077$41,009
X-10c Land, buildings and equipment, netStart of year $6,806$4,472
X-11 Publicly traded securitiesStart of year $648,220$715,048
X-16 Total assetsStart of year $1,215,737$1,208,267
X-17 Accounts payable and accrued expensesStart of year $35,101$56,906
X-19 Deferred revenueStart of year $164,414$195,085
X-26 Total liabilitiesStart of year $199,515$251,991
X-27 Net assets without donor restrictionsStart of year $992,934$932,810
X-28 Net assets with donor restrictionsStart of year $23,288$23,466
X-32 Total net assets or fund balancesStart of year $1,016,222$956,276
X-33 Total liabilities and net assetsStart of year $1,215,737$1,208,267
Part XI · Reconciliation of net assets $956,276 net assets at year end
XI-1 Total revenue$1,395,036
XI-2 Total expenses$1,524,134
XI-3 Revenue less expenses−$129,098
XI-4 Net assets at start of year$1,016,222
XI-5 Net unrealized gains (losses) on investments$69,152
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$956,276

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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