Civic Intelligence

Mu Upsilon Association

990 • Fiscal year 2023 • EIN 31-1507220

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 04, 2023

Organization ProfileN/A
5009 Birdie CTLebanon, OH 45036

(262) 789-1326

Siviq Scores

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

Liabilities / Assets

81st percentile

0.55x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

100th percentile

159%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2023

Asset Growth

13th percentile

-6.3%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$1,828,975

Down $121,996 (-6.3%) from 2022

Net Assets

Down

$824,907

Down $81,791 (-9.0%) from 2022

Liabilities

Down

$1,004,068

Down $40,205 (-3.9%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$51,372

Down $40,350 (-366%) from 2022

Expenses

Down

$30,419

Down $64,032 (-68%) from 2022

Net Income

Up

-$81,791

Up $23,682 (+22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2023

Assets$1,828,975
Liabilities$1,004,068
Net Assets$824,907
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$51,372
Expenses$30,419
Net Income-$81,791
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 4, 2023
Return Version
2022v5.0
Gross Receipts
$376,439
Mission and Program Overview

Mission

To maintain a college fraternity house.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,876,604$1,808,357▼ $68,247
Cash and Non-Interest-Bearing Accounts$59,839$18,618▼ $41,221
Accounts Receivable$14,528$2,000▼ $12,528
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$1,950,971$1,828,975▼ $121,996
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,035,173$994,968▼ $40,205
Other Liabilities$9,100$9,100→ $0
Total Liabilities$1,044,273$1,004,068▼ $40,205
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$906,698$824,907▼ $81,791
Total Net Assets Fund Balance$906,698$824,907▼ $81,791
Total Liabilities and Net Assets / Fund Balance$1,950,971$1,828,975▼ $121,996

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,755,067$401,775$2,156,842
Other Land Buildings$45,790$66,811$112,601
Land$7,500-$7,500
Equipment-$1,881$1,881
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Jud SimsChairman
MIKE McGURKTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,404
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-131,776
All Other Contributions
$80,404
Change in Net Assets
$-81,791
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,419
Total Fundraising Expense$12,074
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$15,750--$15,750
Fees for Services Accounting-$1,350-$1,350
Office Expenses-$1,233-$1,233
Other Expenses-$12$12,074$12
Total Functional Expenses$15,750$2,595$12,074$30,419
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,875
Fundraising Gross Income$8,568
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
No
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, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Mu Upsilon Association
EIN
31-1507220
Phone
2627891326
Address
5009 BIRDIE CT, LEBANON, OH 45036

Signing Officer

Name
MIKE McGURK
Title
Treasurer
Signed
2023-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
MIKE McGURK
Legal Domicile
Oh
Voting Board Members
3
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
Raw XML Appendix311 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.

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ReturnHeader/Filer/PhoneNum02627891326
ReturnHeader/Filer/USAddress/AddressLine1Txt05009 BIRDIE CT
ReturnHeader/Filer/USAddress/CityNm0LEBANON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-12-04T13:47:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McGURK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$1,828,975
Liabilities
$1,004,068
Net assets
$824,907
Revenue
-$51,372
Expenses
$30,419
Net income
-$81,791
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