Civic Intelligence

Mu Upsilon Association

990 • Fiscal year 2021 • EIN 31-1507220

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 16, 2021

Organization ProfileN/A
18435 Le Chateau DrBrookfield, WI 53045

(262) 408-9876

Siviq Scores

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

Liabilities / Assets

76th percentile

0.52x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

9.25x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

69%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2021

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

145%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$2,094,471

Up $227,876 (+12%) from 2020

Net Assets

Up

$1,012,171

Up $80,691 (+8.7%) from 2020

Liabilities

Up

$1,082,300

Up $147,185 (+16%) from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin97th percentile

Revenue

Up

$117,056

Up $69,256 (+145%) from 2020

Expenses

Down

$36,365

Down $9,268 (-20%) from 2020

Net Income

Up

$80,691

Up $78,524 (+3624%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $60,745Liabilities 2013: $9,100Net Assets 2013: $51,6452013Assets 2014: $626,026Liabilities 2014: $494,501Net Assets 2014: $131,5252014Assets 2015: $1,801,149Liabilities 2015: $1,681,459Net Assets 2015: $119,6902015Assets 2016: $2,178,467Liabilities 2016: $1,262,228Net Assets 2016: $916,2392016Assets 2017: $2,088,208Liabilities 2017: $1,185,352Net Assets 2017: $902,8562017Assets 2018: $1,989,213Liabilities 2018: $1,004,567Net Assets 2018: $984,6462018Assets 2019: $1,875,920Liabilities 2019: $946,607Net Assets 2019: $929,3132019Assets 2020: $1,866,595Liabilities 2020: $935,115Net Assets 2020: $931,4802020Assets 2021: $2,094,471Liabilities 2021: $1,082,300Net Assets 2021: $1,012,1712021Assets 2022: $1,950,971Liabilities 2022: $1,044,273Net Assets 2022: $906,6982022Assets 2023: $1,828,975Liabilities 2023: $1,004,068Net Assets 2023: $824,9072023Assets 2024: $1,831,977Liabilities 2024: $872,795Net Assets 2024: $959,1822024Assets 2025: $1,985,558Liabilities 2025: $746,774Net Assets 2025: $1,238,7842025

Highlighted filing

2021

Assets$2,094,471
Liabilities$1,082,300
Net Assets$1,012,171
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $85,082Expenses 2013: $54,597Net Income 2013: $30,4852013Revenue 2014: $126,327Expenses 2014: $46,447Net Income 2014: $79,8802014Revenue 2015: $205,044Expenses 2015: $223,589Net Income 2015: -$18,5452015Revenue 2016: $888,005Expenses 2016: $91,456Net Income 2016: $796,5492016Revenue 2017: $41,664Expenses 2017: $89,981Net Income 2017: -$48,3172017Revenue 2018: $138,022Expenses 2018: $56,232Net Income 2018: $81,7902018Revenue 2019: -$36,760Expenses 2019: $18,573Net Income 2019: -$55,3332019Revenue 2020: $47,800Expenses 2020: $45,633Net Income 2020: $2,1672020Revenue 2021: $117,056Expenses 2021: $36,365Net Income 2021: $80,6912021Revenue 2022: -$11,022Expenses 2022: $94,451Net Income 2022: -$105,4732022Revenue 2023: -$51,372Expenses 2023: $30,419Net Income 2023: -$81,7912023Revenue 2024: $144,541Expenses 2024: $10,267Net Income 2024: $134,2742024Revenue 2025: $285,169Expenses 2025: $5,568Net Income 2025: $279,6012025

Highlighted filing

2021

Revenue$117,056
Expenses$36,365
Net Income$80,691
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 16, 2021
Return Version
2020v4.0
Gross Receipts
$457,847
Mission and Program Overview

Mission

To maintain a college fraternity house.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,758,454$1,948,688▲ $190,234
Cash and Non-Interest-Bearing Accounts$108,021$142,142▲ $34,121
Accounts Receivable-$3,640-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,866,595$2,094,471▲ $227,876
Other Assets Total$120$1▼ $119
Liabilities
Mortgage Notes Payable Secured by Investment Property$926,014$1,073,200▲ $147,186
Other Liabilities$9,101$9,100▼ $1
Total Liabilities$935,115$1,082,300▲ $147,185
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$931,480$1,012,171▲ $80,691
Total Net Assets Fund Balance$931,480$1,012,171▲ $80,691
Total Liabilities and Net Assets / Fund Balance$1,866,595$2,094,471▲ $227,876

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,865,671$291,171$2,156,842
Other Land Buildings$75,517$32,821$108,338
Land$7,500-$7,500
Equipment-$1,881$1,881
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Brian GravittPresident
Jud B SimsVice President
MIKE McGURKTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,916
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$20,140
All Other Contributions
$96,916
Change in Net Assets
$80,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,365
Total Fundraising Expense$2,748
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$30,000--$30,000
Fees for Services Legal-$1,250-$1,250
Fees for Services Accounting-$950-$950
Other Expenses-$296$2,748$296
Total Functional Expenses$30,000$3,617$2,748$36,365
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$9,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No reveiw was or will be conducted. Copies of 990 are provided to members upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Mu Upsilon Association
EIN
31-1507220
Phone
2624089876
Address
18435 LE CHATEAU DR, BROOKFIELD, WI 53045

Signing Officer

Name
MIKE McGURK
Title
Treasurer
Signed
2021-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Graeff
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
GBR Group LLC
Address
90 Office Park Dr, Hamilton, OH 45013
Preparer
Michael J Goffena
Phone
5137374500
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE McGURK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MU UPSILON ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MUUP
ReturnHeader/Filer/EIN0311507220
ReturnHeader/Filer/PhoneNum02624089876
ReturnHeader/Filer/USAddress/AddressLine1Txt018435 LE CHATEAU DR
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053045
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200100446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GBR Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090 Office Park Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hamilton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045013
ReturnHeader/PreparerPersonGrp/PhoneNum05137374500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Goffena
ReturnHeader/ReturnTs02021-11-16T06:48:57-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McGURK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$2,094,471
Liabilities
$1,082,300
Net assets
$1,012,171
Revenue
$117,056
Expenses
$36,365
Net income
$80,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.75$1.24$0.29$0.01$0.28
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.87$0.96$0.14$0.01$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.83$1.00$0.82$0.05$0.03$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.95$1.04$0.91$0.01$0.09$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.09$1.08$1.01$0.12$0.04$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.94$0.93$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.95$0.93$0.04$0.02$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.99$1.00$0.98$0.14$0.06$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.09$1.19$0.90$0.04$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.18$1.26$0.92$0.89$0.09$0.80
2015Detailed filing. Detailed filing data is available for this year.$1.80$1.68$0.12$0.21$0.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.49$0.13$0.13$0.05$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.01$0.05$0.09$0.05$0.03