Civic Intelligence

Massachusetts Beta-Upsilon Alumni

EIN 22-2534422 • 501(c)7 • Boston, MA

Profile

Form 990-ez, part iii, primary exempt purpose: the objective of the association is to promote fraternity among undergraduate and alumni of sigma alpha epsilon fraternity at boston university through functions and activities and assisting in educational purposes in scholarship by social function.

9 Spring LnBoston, MA 02109

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

28%

Higher net margin than 88% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

2.1%

Faster asset growth than 55% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$288,872

Up $6,068 (+2.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$288,872

Up $6,068 (+2.1%) from 2023

Revenue

Down

$21,446

Down $3,130 (-13%) from 2023

Expenses

Up

$15,378

Up $3,056 (+25%) from 2023

Net Income

Down

$6,068

Down $6,186 (-50%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2015: $241,085Liabilities 2015: $0Net Assets 2015: $241,0852015Assets 2016: $245,588Liabilities 2016: $02016Assets 2017: $250,194Liabilities 2017: $02017Assets 2018: $245,637Net Assets 2018: $245,6372018Assets 2019: $254,540Net Assets 2019: $254,5402019Assets 2020: $261,204Net Assets 2020: $261,2042020Assets 2021: $262,250Net Assets 2021: $262,2502021Assets 2022: $270,549Net Assets 2022: $270,5492022Assets 2023: $282,804Net Assets 2023: $282,8042023Assets 2024: $288,872Net Assets 2024: $288,8722024

Highlighted filing

2024

Assets$288,872
Liabilities-
Net Assets$288,872

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2015: $4,032Expenses 2015: $4,835Net Income 2015: -$8032015Revenue 2016: $11,214Expenses 2016: $6,711Net Income 2016: $4,5032016Revenue 2017: $14,102Expenses 2017: $9,496Net Income 2017: $4,6062017Revenue 2018: $6,776Expenses 2018: $11,333Net Income 2018: -$4,5572018Revenue 2019: $12,639Expenses 2019: $3,736Net Income 2019: $8,9032019Revenue 2020: $12,060Expenses 2020: $5,397Net Income 2020: $6,6632020Revenue 2021: $9,544Expenses 2021: $8,497Net Income 2021: $1,0472021Revenue 2022: $17,483Expenses 2022: $9,183Net Income 2022: $8,3002022Revenue 2023: $24,576Expenses 2023: $12,322Net Income 2023: $12,2542023Revenue 2024: $21,446Expenses 2024: $15,378Net Income 2024: $6,0682024

Highlighted filing

2024

Revenue$21,446
Expenses$15,378
Net Income$6,068

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 19, 2024
Return Version
2023v5.0
Gross Receipts
$24,896
Mission and Program Overview

Mission

Form 990-ez, part iii, primary exempt purpose: the objective of the association is to promote fraternity among undergraduate and alumni of sigma alpha epsilon fraternity at boston university through functions and activities and assisting in educational purposes in scholarship by social function.

Program Services

DescriptionGrantsExpenses
FORM 990-EZ, PART III, LINE 28, PROGRAM SERVICE ACCOMPLISHMENTS: THE OBJECTIVE OF THE ASSOCIATION IS TO PROMOTE FRATERNITY AMONG UNDERGRADUATE AND ALUMNI OF SIGMA ALPHA EPSILON FRATERNITY AT BOSTON UNIVERSITY THROUGH FUNCTIONS AND ACTIVITIES AND ASSISTING IN EDUCATIONAL PURPOSES IN SCHOLARSHIP BY SOCIAL FUNCTION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH PHILLIPSPresident-$0--
DOUGLAS A MCCORMACKVice Preside-$0--
MICHAEL J PECKMANSecretary-$0--
AL DECENATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Massachusetts Beta-upsilon Alumni
EIN
22-2534422
Phone
9252128657
Address
9 SPRING LN, BOSTON, MA 02109

Signing Officer

Name
Joseph Phillips
Title
President
Phone
9252128657
Signed
2024-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Donellon Orcutt Patch & Stallard Pc
Address
PO BOX 350, TAUNTON, MA 02780
Preparer
Peter J Roache CPA
Phone
5088803334
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses alumni social events 7,727 total 7,727

Form 990-ez, Part III

Form 990-ez, part iii, primary exempt purpose: the objective of the association is to promote fraternity among undergraduate and alumni of sigma alpha epsilon fraternity at boston university through functions and activities and assisting in educational purposes in scholarship by social function.

Form 990-ez, Part III, Line 28

Form 990-ez, part iii, line 28, program service accomplishments: the objective of the association is to promote fraternity among undergraduate and alumni of sigma alpha epsilon fraternity at boston university through functions and activities and assisting in educational purposes in scholarship by social function.

Raw XML Appendix107 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0JOSEPH PHILLIPS
IRS990EZ/BooksInCareOfDetail/PhoneNum09252128657
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 SPRING LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0282804
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0288872
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07451
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03450
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06068
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05417
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0282804
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0288872
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05953
IRS990EZ/GrossReceiptsAmt024896
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt07451
IRS990EZ/InvestmentIncomeAmt08042
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0282804
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0288872
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0282804
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0288872
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUGLAS A MCCORMACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL J PECKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AL DECENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherExpensesTotalAmt07727
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE: THE OBJECTIVE OF THE ASSOCIATION IS TO PROMOTE FRATERNITY AMONG UNDERGRADUATE AND ALUMNI OF SIGMA ALPHA EPSILON FRATERNITY AT BOSTON UNIVERSITY THROUGH FUNCTIONS AND ACTIVITIES AND ASSISTING IN EDUCATIONAL PURPOSES IN SCHOLARSHIP BY SOCIAL FUNCTION.
IRS990EZ/PrintingPublicationsPostageAmt02234
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FORM 990-EZ, PART III, LINE 28, PROGRAM SERVICE ACCOMPLISHMENTS: THE OBJECTIVE OF THE ASSOCIATION IS TO PROMOTE FRATERNITY AMONG UNDERGRADUATE AND ALUMNI OF SIGMA ALPHA EPSILON FRATERNITY AT BOSTON UNIVERSITY THROUGH FUNCTIONS AND ACTIVITIES AND ASSISTING IN EDUCATIONAL PURPOSES IN SCHOLARSHIP BY SOCIAL FUNCTION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt09403
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015378
IRS990EZ/TotalRevenueAmt021446
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ALUMNI SOCIAL EVENTS 7,727 TOTAL 7,727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE: THE OBJECTIVE OF THE ASSOCIATION IS TO PROMOTE FRATERNITY AMONG UNDERGRADUATE AND ALUMNI OF SIGMA ALPHA EPSILON FRATERNITY AT BOSTON UNIVERSITY THROUGH FUNCTIONS AND ACTIVITIES AND ASSISTING IN EDUCATIONAL PURPOSES IN SCHOLARSHIP BY SOCIAL FUNCTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990-EZ, PART III, LINE 28, PROGRAM SERVICE ACCOMPLISHMENTS: THE OBJECTIVE OF THE ASSOCIATION IS TO PROMOTE FRATERNITY AMONG UNDERGRADUATE AND ALUMNI OF SIGMA ALPHA EPSILON FRATERNITY AT BOSTON UNIVERSITY THROUGH FUNCTIONS AND ACTIVITIES AND ASSISTING IN EDUCATIONAL PURPOSES IN SCHOLARSHIP BY SOCIAL FUNCTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09252128657
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MASSACHUSETTS BETA-UPSILON ALUMNI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MASS
ReturnHeader/Filer/EIN0222534422
ReturnHeader/Filer/PhoneNum09252128657
ReturnHeader/Filer/USAddress/AddressLine1Txt09 SPRING LN
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043247687
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAUNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002780
ReturnHeader/PreparerPersonGrp/PhoneNum05088803334
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J ROACHE CPA
ReturnHeader/ReturnTs02024-11-15T09:09:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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