Civic Intelligence

Alpha Epsilon Pi Fraternity Mu Upsilon Chapter

990EZ • Fiscal year 2020 • EIN 46-3219070

Sep 01, 2019 to Aug 31, 2020 • Filed on Sep 20, 2021

Organization ProfileN/A
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

30th percentile

-8.1%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

18th percentile

-15%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

14%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,059

Down $1,982 (-15%) from 2019

Net Assets

Down

$11,059

Down $1,982 (-15%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Up

$69,922

Up $8,721 (+14%) from 2019

Expenses

Up

$75,569

Up $1,125 (+1.5%) from 2019

Net Income

Up

-$5,647

Up $7,596 (+57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2020

Assets$11,059
Liabilities-
Net Assets$11,059
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

2020

Revenue$69,922
Expenses$75,569
Net Income-$5,647
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Sep 20, 2021
Return Version
2019v5.0
Gross Receipts
$69,922
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Program Services

DescriptionGrantsExpenses
PROVIDES DEEP NETWORKS, SOCIAL ACTIVITIES, LEADERSHIP TRAINING AND MENTORING.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN WALLERSTEINPresidentPT$0--
JOSHUA MORRISVice PresidePT$0--
DANIEL BRICKMANTreasurer-$0--
DAVID GETZKINSecretary-$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
2021-09-20
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 7,461 total 7,461”

Form 990-ez, Part I, Line 16

“Expenses dues/fees to affiliates 18,060 initiation fees to affili 7,461 total 25,521”

Raw XML Appendix106 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/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt031605
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/BOYAmt016706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011059
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03757
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5647
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016706
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011059
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03257
IRS990EZ/GrossReceiptsAmt069922
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt07461
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt058704
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016706
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011059
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016706
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011059
IRS990EZ/OccupancyRentUtltsAndMaintAmt015186
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BENJAMIN WALLERSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSHUA MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL BRICKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID GETZKIN
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/OtherExpensesTotalAmt025521
IRS990EZ/OtherRevenueTotalAmt07461
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES DEEP NETWORKS, SOCIAL ACTIVITIES, LEADERSHIP TRAINING AND MENTORING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075569
IRS990EZ/TotalRevenueAmt069922
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INITIATION FEES 7,461 TOTAL 7,461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DUES/FEES TO AFFILIATES 18,060 INITIATION FEES TO AFFILI 7,461 TOTAL 25,521
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD S BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07635455734
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-20
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/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/PreparationDt02021-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J ROSEN
ReturnHeader/ReturnTs02021-09-20T13:30:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,059
Liabilities
-
Net assets
$11,059
Revenue
$69,922
Expenses
$75,569
Net income
-$5,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.76$3.76$45.0$53.3$8.35
2024Detailed filing. Detailed filing data is available for this year.$12.1$12.1$77.2$75.2$2.00
2023Detailed filing. Detailed filing data is available for this year.$10.1$10.1$62.3$69.3$6.95
2022Detailed filing. Detailed filing data is available for this year.$17.1$17.1$51.9$50.9$1.01
2021Detailed filing. Detailed filing data is available for this year.$16.1$16.1$42.2$37.2$5.00
2020Detailed filing. Detailed filing data is available for this year.$11.1$11.1$69.9$75.6$5.65
2019Detailed filing. Detailed filing data is available for this year.$13.0$13.0$61.2$74.4$13.2