Civic Intelligence

Phi Upsilon Omega Psi Phi Fraternity Inc

990EZ • Fiscal year 2021 • EIN 22-6091756

Nov 01, 2020 to Oct 31, 2021 • Filed on Jan 26, 2023

Organization Profilewww.phiupsilonques.com
PO Box 366Neptune, NJ 07753

(732) 222-1724

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

25th percentile

-20%

Higher net margin than 25% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,542

Down $15,131 (-64%) from 2012

Net Assets

$8,542

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$11,634

Up $5,427 (+87%) from 2012

Expenses

Up

$13,984

Up $3,431 (+33%) from 2012

Net Income

Up

-$2,350

Up $1,996 (+46%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2011: $28,019Liabilities 2011: $02011Assets 2012: $23,673Liabilities 2012: $02012Assets 2021: $8,542Net Assets 2021: $8,5422021Assets 2022: $4,988Net Assets 2022: $4,9882022Assets 2023: $7,757Liabilities 2023: $182Net Assets 2023: $7,5752023Assets 2024: $10,987Liabilities 2024: $847Net Assets 2024: $10,1402024

Highlighted filing

2021

Assets$8,542
Liabilities-
Net Assets$8,542
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2011: $13,529Expenses 2011: $9,786Net Income 2011: $3,7432011Revenue 2012: $6,207Expenses 2012: $10,553Net Income 2012: -$4,3462012Revenue 2021: $11,634Expenses 2021: $13,984Net Income 2021: -$2,3502021Revenue 2022: $9,156Expenses 2022: $12,710Net Income 2022: -$3,5542022Revenue 2023: $10,073Expenses 2023: $7,486Net Income 2023: $2,5872023Revenue 2024: $14,279Expenses 2024: $11,714Net Income 2024: $2,5652024

Highlighted filing

2021

Revenue$11,634
Expenses$13,984
Net Income-$2,350
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jan 26, 2023
Return Version
2020v4.1
Gross Receipts
$11,634
Mission and Program Overview

Mission

Fraternal /Scholarship

Program Services

DescriptionGrantsExpenses
Scholarships Awarded, To Highschool students, Dues Collected and submitted to national & district Organizations, Contributions to other Charties--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank DookieBaslieus-$0--
Kevin BatesKeeper Of Finance-$0--
William BurtonKeeper Of Records-$0--
Amos WilliamsVice Baslieus-$0--
Filing and Contact Details

Filer

Filer Name
Phi Upsilon Omega Psi Phi Fraternity Inc
EIN
22-6091756
Phone
7322221724
Address
PO Box 366, Neptune, NJ 07753

Signing Officer

Name
Kevin Bates
Title
Keeper of Finance
Phone
7322221724
Signed
2023-01-26
Discuss with paid preparer
Yes

Preparer

Firm
HCB Accounting Services LLC
Address
230 Fisher Ave PO Box 218, Neptune, NJ 07754
Preparer
Kevin Bates
Phone
7322221724
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Interest 7.”

Form 990EZ, Part I, Line 16

“Scholarships Awarded to Students 4000.”

Form 990EZ, Part I, Line 16

“Web Site 375.”

Form 990EZ, Part I, Line 16

“Postage 146.”

Form 990EZ, Part I, Line 16

“Insurance 1700.”

Form 990EZ, Part I, Line 16

“national & District Dues 3897.”

Form 990EZ, Part I, Line 16

“Conferences & Travel 94.”

Form 990EZ, Part I, Line 16

“Advertisements”

Form 990EZ, Part I, Line 16

“Talent Awards 250.”

Form 990EZ, Part I, Line 16

“Bank Charges & Fees”

Form 990EZ, Part I, Line 16

“Supplies Associated with Scholarships 1265.”

Form 990EZ, Part I, Line 16

“Office Supplies”

Form 990EZ, Part I, Line 16

“Other Supplies (Community) 737.”

Form 990EZ, Part I, Line 16

“Contributions (College Edu. Fund)”

Form 990EZ, Part I, Line 16

“Membership Supplies”

Form 990EZ, Part I, Line 16

“Misc”

Form 990EZ, Part I, Line 16

“Workshops At Center 0.”

Form 990EZ, Part I, Line 16

“License & Permits 1240.”

Form 990EZ, Part I, Line 16

“Accounting Software 120.”

Form 990EZ, Part I, Line 16

“Communication ( Zoom) 160.”

Form 990EZ, Part II, Line 24

“CDX Not Incorporated in 2009”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kevin Bates
IRS990EZ/BooksInCareOfDetail/PhoneNum07322221724
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 366
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Neptune
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007753
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08542
IRS990EZ/FundraisingGrossIncomeAmt01260
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt011634
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010367
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010892
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08542
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010892
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08542
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Frank Dookie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kevin Bates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2William Burton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amos Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Baslieus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Keeper of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Keeper Of Records
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice Baslieus
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013984
IRS990EZ/OtherRevenueTotalAmt07
IRS990EZ/PrimaryExemptPurposeTxt0Fraternal /Scholarship
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships Awarded, To Highschool students, Dues Collected and submitted to national & district Organizations, Contributions to other Charties
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt01260
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013984
IRS990EZ/TotalRevenueAmt011634
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.phiupsilonques.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarships Awarded to Students 4000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Web Site 375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Postage 146.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 1700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5national & District Dues 3897.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conferences & Travel 94.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Advertisements
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Talent Awards 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges & Fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Supplies Associated with Scholarships 1265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Supplies (Community) 737.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Contributions (College Edu. Fund)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Membership Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Misc
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Workshops At Center 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17License & Permits 1240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounting Software 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Communication ( Zoom) 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20CDX Not Incorporated in 2009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Bates
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Keeper of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum07322221724
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phi Upsilon Omega Psi Phi Fraternity Inc
ReturnHeader/Filer/BusinessNameControlTxt0PHIU
ReturnHeader/Filer/EIN0226091756
ReturnHeader/Filer/PhoneNum07322221724
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 366
ReturnHeader/Filer/USAddress/CityNm0Neptune
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HCB Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 Fisher Ave PO Box 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Neptune
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007754
ReturnHeader/PreparerPersonGrp/PhoneNum07322221724
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Bates
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-26T12:26:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kevin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bates
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,542
Liabilities
-
Net assets
$8,542
Revenue
$11,634
Expenses
$13,984
Net income
-$2,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.85$10.1$14.3$11.7$2.57
2023Detailed filing. Detailed filing data is available for this year.$7.76$0.18$7.58$10.1$7.49$2.59
2022Detailed filing. Detailed filing data is available for this year.$4.99$4.99$9.16$12.7$3.55
2021Detailed filing. Detailed filing data is available for this year.$8.54$8.54$11.6$14.0$2.35
2012Summary only. Only limited summary data is available for this year.$23.7$0.00$6.21$10.6$4.35
2011Summary only. Only limited summary data is available for this year.$28.0$0.00$13.5$9.79$3.74