Civic Intelligence

Massachusetts Beta-Upsilon Alumni Associ

990EZ • Fiscal year 2021 • EIN 22-2534422

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 03, 2022

9 Spring LnBoston, MA 02109

(925) 212-8657

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

43rd percentile

0.4%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-21%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$262,250

Up $1,046 (+0.4%) from 2020

Net Assets

Up

$262,250

Up $1,046 (+0.4%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$9,544

Down $2,516 (-21%) from 2020

Expenses

Up

$8,497

Up $3,100 (+57%) from 2020

Net Income

Down

$1,047

Down $5,616 (-84%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$262,250
Liabilities-
Net Assets$262,250

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$9,544
Expenses$8,497
Net Income$1,047
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 3, 2022
Return Version
2020v4.0
Gross Receipts
$19,125
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
JOE PHILLIPSPresident-$0--
MICHAEL PECKMANVice Preside-$0--
DOUGLAS A MCCORMACKSecretary-$0--
DOUGLAS A MCCORMACKTreasurer-$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
Joe Phillips
Title
President
Phone
9252128657
Signed
2022-01-03
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 200 total 200

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 Appendix112 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOE PHILLIPS
CompensationExplanation/CompensationExplanationGrp/PersonNm1MICHAEL PECKMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2DOUGLAS A MCCORMACK
CompensationExplanation/CompensationExplanationGrp/PersonNm3DOUGLAS A MCCORMACK
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOE PHILLIPS
IRS990EZ/BooksInCareOfDetail/PhoneNum09252128657
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 SPRING LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002109
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL PECKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOUGLAS A MCCORMACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUGLAS A MCCORMACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherExpensesTotalAmt0200
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/PrintingPublicationsPostageAmt01812
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/SaleOfAssetsGrossAmt05225
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08497
IRS990EZ/TotalRevenueAmt09544
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ALUMNI SOCIAL EVENTS 200 TOTAL 200
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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum05088803334
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J ROACHE CPA
ReturnHeader/ReturnTs02022-01-10T10:40:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHILLIPS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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