Civic Intelligence

Phi Upsilon Omega Psi Phi Fraternity Inc

990EZ • Fiscal year 2023 • EIN 22-6091756

Nov 01, 2022 to Oct 31, 2023 • Filed on Sep 02, 2024

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

77th percentile

0.02x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.02x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Net Margin

69th percentile

26%

Higher net margin than 69% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Asset Growth

87th percentile

56%

Faster asset growth than 87% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

10%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$7,757

Up $2,769 (+56%) from 2022

Net Assets

Up

$7,575

Up $2,587 (+52%) from 2022

Liabilities

$182

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin69th percentile

Revenue

Up

$10,073

Up $917 (+10%) from 2022

Expenses

Down

$7,486

Down $5,224 (-41%) from 2022

Net Income

Up

$2,587

Up $6,141 (+173%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2023

Assets$7,757
Liabilities$182
Net Assets$7,575
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

2023

Revenue$10,073
Expenses$7,486
Net Income$2,587
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Sep 2, 2024
Return Version
2022v5.0
Gross Receipts
$10,073
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 Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank DookieBaslieus-$0--
Sylvestor KnoxKeeper Of Finance-$0--
Jerry HendersonKeeper Of Records-$0--
William BurtonVice 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
Chapter Auditor
Phone
7322221724
Signed
2024-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Kbe LLC
Address
226 Joline Ave, Long Branch, NJ 07740
Preparer
Kevin Bates
Phone
7322221724
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“PAN Helitic Dance 60.”

Form 990EZ, Part I, Line 16

“Scholarships Awarded to Students 2000.”

Form 990EZ, Part I, Line 16

“Web Site 0.”

Form 990EZ, Part I, Line 16

“Postage”

Form 990EZ, Part I, Line 16

“Insurance 1751.”

Form 990EZ, Part I, Line 16

“national & District Dues 1831.”

Form 990EZ, Part I, Line 16

“Conferences & Travel”

Form 990EZ, Part I, Line 16

“Advertisements”

Form 990EZ, Part I, Line 16

“Talent Awards”

Form 990EZ, Part I, Line 16

“Bank Charges & Fees 120.”

Form 990EZ, Part I, Line 16

“Supplies Associated with Scholarships”

Form 990EZ, Part I, Line 16

“Office Supplies”

Form 990EZ, Part I, Line 16

“Other Supplies (Community) 419.”

Form 990EZ, Part I, Line 16

“Contributions (College Edu. Fund)”

Form 990EZ, Part I, Line 16

“Membership Supplies 54.”

Form 990EZ, Part I, Line 16

“Misc”

Form 990EZ, Part I, Line 16

“Workshops / Travel 727.”

Form 990EZ, Part I, Line 16

“License & Permits 10.”

Form 990EZ, Part I, Line 16

“Accounting Software 120.”

Form 990EZ, Part I, Line 16

“Communication ( Zoom) 160.”

Form 990EZ, Part II, Line 24

“MOOF Loan for Scholarships to Be Paid in June 2024 0. 2000.”

Form 990EZ, Part II, Line 26

“Accounting Software 0. 120.”

Form 990EZ, Part II, Line 26

“Prepaid Dues 62.”

Raw XML Appendix166 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/BOYAmt04988
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05757
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02035
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02587
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04988
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07757
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt010073
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07978
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04988
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07575
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04988
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07575
IRS990EZ/OccupancyRentUtltsAndMaintAmt0100
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/PersonNm1Sylvestor Knox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jerry Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William Burton
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/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt07192
IRS990EZ/OtherRevenueTotalAmt060
IRS990EZ/PrimaryExemptPurposeTxt0Fraternal /Scholarship
IRS990EZ/PrintingPublicationsPostageAmt0194
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/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0182
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07486
IRS990EZ/TotalRevenueAmt010073
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.phiupsilonques.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAN Helitic Dance 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarships Awarded to Students 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Web Site 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Postage
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 1751.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5national & District Dues 1831.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conferences & Travel
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Advertisements
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Talent Awards
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges & Fees 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Supplies Associated with Scholarships
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Supplies (Community) 419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Contributions (College Edu. Fund)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Membership Supplies 54.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Misc
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Workshops / Travel 727.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17License & Permits 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounting Software 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Communication ( Zoom) 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20MOOF Loan for Scholarships to Be Paid in June 2024 0. 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Accounting Software 0. 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Prepaid Dues 62.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Bates
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chapter Auditor
ReturnHeader/BusinessOfficerGrp/PhoneNum07322221724
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-02
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522321877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KBE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0226 Joline Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Long Branch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007740
ReturnHeader/PreparerPersonGrp/PhoneNum07322221724
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Bates
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-02T23:12:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-10-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,757
Liabilities
$182
Net assets
$7,575
Revenue
$10,073
Expenses
$7,486
Net income
$2,587
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