Civic Intelligence

Alpha Upsilon Pks Foundation

990 • Fiscal year 2024 • EIN 91-1755561

May 01, 2023 to Apr 30, 2024 • Filed on May 22, 2024

Organization ProfileN/A
2311 N 45th St 105Seattle, WA 98103

(206) 347-8000

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,340,079

Up $197,171 (+17%) from 2023

Net Assets

Up

$1,340,079

Up $197,671 (+17%) from 2023

Liabilities

Down

$0

Down $500 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin95th percentile

Revenue

Down

$240,024

Down $47,024 (-16%) from 2023

Expenses

Up

$62,436

Up $1,605 (+2.6%) from 2023

Net Income

Down

$177,588

Down $48,629 (-21%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $179,730Net Assets 2014: $179,7302014Assets 2015: $629,729Liabilities 2015: $0Net Assets 2015: $629,7292015Assets 2016: $624,933Liabilities 2016: $0Net Assets 2016: $624,9332016Assets 2017: $653,048Liabilities 2017: $0Net Assets 2017: $653,0482017Assets 2018: $678,566Liabilities 2018: $0Net Assets 2018: $678,5662018Assets 2019: $690,055Liabilities 2019: $1,500Net Assets 2019: $688,5552019Assets 2020: $853,856Liabilities 2020: $500Net Assets 2020: $853,3562020Assets 2021: $875,787Liabilities 2021: $500Net Assets 2021: $875,2872021Assets 2022: $916,691Liabilities 2022: $500Net Assets 2022: $916,1912022Assets 2023: $1,142,908Liabilities 2023: $500Net Assets 2023: $1,142,4082023Assets 2024: $1,340,079Liabilities 2024: $0Net Assets 2024: $1,340,0792024Assets 2025: $1,500,688Liabilities 2025: $0Net Assets 2025: $1,500,6882025

Highlighted filing

2024

Assets$1,340,079
Liabilities$0
Net Assets$1,340,079
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$600K$400K$200K$0Revenue 2014: $67,541Expenses 2014: $38,998Net Income 2014: $28,5432014Revenue 2015: $461,740Expenses 2015: $11,741Net Income 2015: $449,9992015Revenue 2016: $34,654Expenses 2016: $10,029Net Income 2016: $24,6252016Revenue 2017: $43,787Expenses 2017: $39,391Net Income 2017: $4,3962017Revenue 2018: $48,626Expenses 2018: $22,930Net Income 2018: $25,6962018Revenue 2019: $74,946Expenses 2019: $64,957Net Income 2019: $9,9892019Revenue 2020: $239,174Expenses 2020: $74,373Net Income 2020: $164,8012020Revenue 2021: $47,655Expenses 2021: $25,724Net Income 2021: $21,9312021Revenue 2022: $79,970Expenses 2022: $39,066Net Income 2022: $40,9042022Revenue 2023: $287,048Expenses 2023: $60,831Net Income 2023: $226,2172023Revenue 2024: $240,024Expenses 2024: $62,436Net Income 2024: $177,5882024Revenue 2025: $238,563Expenses 2025: $77,954Net Income 2025: $160,6092025

Highlighted filing

2024

Revenue$240,024
Expenses$62,436
Net Income$177,588
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
May 22, 2024
Return Version
2023v5.0
Gross Receipts
$750,343
Mission and Program Overview

Mission

Providing educational facilities and college scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$899,143$1,096,579▲ $197,436
Other Notes and Loans Receivable, Net$175,236$170,024▼ $5,212
Cash and Non-Interest-Bearing Accounts$16,306$48,759▲ $32,453
Savings and Temporary Cash Investments$48,473$23,126▼ $25,347
Prepaid Expenses and Deferred Charges-$1,541-
Accounts Receivable$3,750$50▼ $3,700
Total Assets$1,142,908$1,340,079▲ $197,171
Liabilities
Other Liabilities$500--
Total Liabilities$500$0▼ $500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,142,408$1,340,079▲ $197,671
Total Net Assets Fund Balance$1,142,408$1,340,079▲ $197,671
Total Liabilities and Net Assets / Fund Balance$1,142,908$1,340,079▲ $197,171
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Marc SandersPresident
Donald RootDirector
Michael PlonskiDirector
Peter NicholsDirector
Robert DanforthDirector
William HannaDirector
Aaron SchmidtSecretary
Reginald D BarnettTreasurer
Marcus BennerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$163,933
Program Service Revenue
$0
Investment Income
$76,091
Other Revenue
$0
All Other Contributions
$142,911
Change in Net Assets
$177,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,656
Other Expenses$25,780
Total Fundraising Expense$16,382
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,750--$31,750
Fees for Service Investment Mgmnt Fees-$8,681-$8,681
Other Expenses--$7,859$7,859
Grants to Domestic Orgs$4,906--$4,906
Fees for Services Other-$717-$717
Total Functional Expenses$36,656$9,398$16,382$62,436
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gary Stone Memo$15,342---
FOUNDER'S DAY D$5,680---
Total Events$21,022---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Prepared by treasurer who is a cpa. Return is not reviewed by any other office or director, but provided to them for their information.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Alpha Upsilon Pks Foundation
EIN
91-1755561
Phone
2063478000
Address
2311 N 45TH ST 105, SEATTLE, WA 98103

Signing Officer

Name
Reginald D Barnett
Title
Treasurer
Phone
2063478000
Signed
2024-05-22

Organization Details

Principal Officer
Reginald D Barnett
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9
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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/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,340,079
Liabilities
$0
Net assets
$1,340,079
Revenue
$240,024
Expenses
$62,436
Net income
$177,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.24$0.08$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.24$0.06$0.18
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.29$0.06$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.08$0.04$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.05$0.03$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.24$0.07$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.07$0.06$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.05$0.02$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.03$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.46$0.01$0.45
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.07$0.04$0.03