Civic Intelligence

Alpha Epsilon Pi Fraternity Mu Upsilon Chapter

990EZ • Fiscal year 2019 • EIN 46-3219070

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 22, 2020

1115 5th Street SEMinneapolis, MN 55414

(763) 545-5734

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

10th percentile

-22%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

$13,041

No earlier filing loaded for comparison.

Net Assets

$13,041

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$61,201

No earlier filing loaded for comparison.

Expenses

$74,444

No earlier filing loaded for comparison.

Net Income

-$13,243

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2019: $13,041Net Assets 2019: $13,0412019Assets 2020: $11,059Net Assets 2020: $11,0592020Assets 2021: $16,055Net Assets 2021: $16,0552021Assets 2022: $17,066Net Assets 2022: $17,0662022Assets 2023: $10,116Net Assets 2023: $10,1162023Assets 2024: $12,113Net Assets 2024: $12,1132024Assets 2025: $3,764Net Assets 2025: $3,7642025

Highlighted filing

2019

Assets$13,041
Liabilities-
Net Assets$13,041

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $61,201Expenses 2019: $74,444Net Income 2019: -$13,2432019Revenue 2020: $69,922Expenses 2020: $75,569Net Income 2020: -$5,6472020Revenue 2021: $42,193Expenses 2021: $37,197Net Income 2021: $4,9962021Revenue 2022: $51,944Expenses 2022: $50,933Net Income 2022: $1,0112022Revenue 2023: $62,327Expenses 2023: $69,277Net Income 2023: -$6,9502023Revenue 2024: $77,237Expenses 2024: $75,240Net Income 2024: $1,9972024Revenue 2025: $44,950Expenses 2025: $53,299Net Income 2025: -$8,3492025

Highlighted filing

2019

Revenue$61,201
Expenses$74,444
Net Income-$13,243
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 22, 2020
Return Version
2019v5.0
Gross Receipts
$61,201
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Program Services

DescriptionGrantsExpenses
BROTHERHOOD OF COMMON GOALS AND ASPIRATIONS--
BROTHERHOOD OF COMMON GOALS AND ASPIRATIONS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM MIKELLPresidentPT$0--
JOSHUA MELITTIVice Preside-$0--
JOSEPH MORRISTreasurer-$0--
ALLEN SHOFMANSecretary-$0--
HAROLD S BERMANAdvisorPT$0--
Filing and Contact Details

Filer

Filer Name
Alpha Epsilon Pi Mu Upsilon
EIN
46-3219070
Phone
7635455734
Address
1115 5TH STREET SE, MINNEAPOLIS, MN 55414

Signing Officer

Name
Harold S Berman
Title
Advisor
Phone
7635455734
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Frederick & Rosen Ltd
Address
5922 EXCELSIOR BLVD, ST LOUIS PARK, MN 55416-2811
Preparer
Thomas J Rosen
Phone
9529298557
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Initiation fees 6,930 total 6,930

Form 990-ez, Part I, Line 16

Expenses fraternal programing 31,329 total 31,329

Form 990-ez, Part III, Line 31

Brotherhood of common goals and aspirations

Raw XML Appendix118 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt023989
IRS990EZ/BooksInCareOfDetail/PersonNm0HAROLD BERMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07635455734
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 RADISSON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055416
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026284
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013041
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04684
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13243
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt013041
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02964
IRS990EZ/GrossReceiptsAmt061201
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06930
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt049587
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026284
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013041
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026284
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013041
IRS990EZ/OccupancyRentUtltsAndMaintAmt016162
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM MIKELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSHUA MELITTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLEN SHOFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HAROLD S BERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031329
IRS990EZ/OtherRevenueTotalAmt06930
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BROTHERHOOD OF COMMON GOALS AND ASPIRATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BROTHERHOOD OF COMMON GOALS AND ASPIRATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074444
IRS990EZ/TotalRevenueAmt061201
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INITIATION FEES 6,930 TOTAL 6,930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FRATERNAL PROGRAMING 31,329 TOTAL 31,329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BROTHERHOOD OF COMMON GOALS AND ASPIRATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD S BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07635455734
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA EPSILON PI MU UPSILON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIAL FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0463219070
ReturnHeader/Filer/PhoneNum07635455734
ReturnHeader/Filer/USAddress/AddressLine1Txt01115 5TH STREET SE
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055414
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FCD1942D991F72514AA2E2DC3C245AB02DB9A055
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FCD1942D991F72514AA2E2DC3C245AB02DB9A055
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.17.19.218
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:48:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411406219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREDERICK & ROSEN LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05922 EXCELSIOR BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554162811
ReturnHeader/PreparerPersonGrp/PhoneNum09529298557
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J ROSEN
ReturnHeader/ReturnTs02020-10-27T07:48:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings