Civic Intelligence

Nu-Alexander-Mason Endowment

EIN 94-6083590 • 501(c)7 • Ventura, CA

Profile

Maintain a housing for Nu Chapter

10 San Bernardino AvenueVentura, CA 93004

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.81x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-1.9%

Higher net margin than 37% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-5.8%

Faster revenue growth than 32% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$235,382

Down $12,724 (-5.1%) from 2023

Liabilities

Down

$84,179

Down $10,723 (-11%) from 2023

Net Assets

Down

$151,203

Down $2,001 (-1.3%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin37th percentile

Revenue

Down

$104,508

Down $6,414 (-5.8%) from 2023

Expenses

Up

$106,509

Up $8,939 (+9.2%) from 2023

Net Income

Down

-$2,001

Down $15,353 (-115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $99,107Liabilities 2010: $02010Assets 2011: $99,019Liabilities 2011: $26,3792011Assets 2012: $155,786Liabilities 2012: $8,1622012Assets 2013: $177,178Liabilities 2013: $8,056Net Assets 2013: $169,1222013Assets 2014: $212,455Liabilities 2014: $9,8492014Assets 2015: $151,512Liabilities 2015: $7,9112015Assets 2016: $157,360Liabilities 2016: $9,4272016Assets 2017: $170,034Liabilities 2017: $12,0142017Assets 2018: $176,862Liabilities 2018: $11,5602018Assets 2019: $178,617Liabilities 2019: $1,350Net Assets 2019: $177,2672019Assets 2020: $175,362Liabilities 2020: $1,800Net Assets 2020: $173,5622020Assets 2021: $267,117Liabilities 2021: $121,238Net Assets 2021: $145,8792021Assets 2022: $249,675Liabilities 2022: $109,823Net Assets 2022: $139,8522022Assets 2023: $248,106Liabilities 2023: $94,902Net Assets 2023: $153,2042023Assets 2024: $235,382Liabilities 2024: $84,179Net Assets 2024: $151,2032024

Highlighted filing

2024

Assets$235,382
Liabilities$84,179
Net Assets$151,203
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2010: $50,709Expenses 2010: $46,136Net Income 2010: $4,5732010Revenue 2011: $67,294Expenses 2011: $93,673Net Income 2011: -$26,3792011Revenue 2012: $84,942Expenses 2012: $53,461Net Income 2012: $31,4812012Revenue 2013: $95,622Expenses 2013: $74,124Net Income 2013: $21,4982013Revenue 2014: $94,516Expenses 2014: $61,032Net Income 2014: $33,4842014Revenue 2015: $77,552Expenses 2015: $136,557Net Income 2015: -$59,0052015Revenue 2016: $103,938Expenses 2016: $99,606Net Income 2016: $4,3322016Revenue 2017: $110,206Expenses 2017: $115,423Net Income 2017: -$5,2172017Revenue 2018: $90,508Expenses 2018: $83,226Net Income 2018: $7,2822018Revenue 2019: $104,453Expenses 2019: $92,488Net Income 2019: $11,9652019Revenue 2020: $77,301Expenses 2020: $67,167Net Income 2020: $10,1342020Revenue 2021: $77,045Expenses 2021: $88,104Net Income 2021: -$11,0592021Revenue 2022: $95,186Expenses 2022: $101,213Net Income 2022: -$6,0272022Revenue 2023: $110,922Expenses 2023: $97,570Net Income 2023: $13,3522023Revenue 2024: $104,508Expenses 2024: $106,509Net Income 2024: -$2,0012024

Highlighted filing

2024

Revenue$104,508
Expenses$106,509
Net Income-$2,001
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$235,382
Liabilities
$84,179
Net assets
$151,203
Revenue
$104,508
Expenses
$106,509
Net income
-$2,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.84$1.51$1.05$1.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.95$1.53$1.11$0.98$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.50$1.10$1.40$0.95$1.01$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.67$1.21$1.46$0.77$0.88$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.02$1.74$0.77$0.67$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.77$1.04$0.92$0.12
2018Summary only. Only limited summary data is available for this year.$1.77$0.12$0.91$0.83$0.07
2017Summary only. Only limited summary data is available for this year.$1.70$0.12$1.10$1.15$0.05
2016Summary only. Only limited summary data is available for this year.$1.57$0.09$1.04$1.00$0.04
2015Summary only. Only limited summary data is available for this year.$1.52$0.08$0.78$1.37$0.59
2014Summary only. Only limited summary data is available for this year.$2.12$0.10$0.95$0.61$0.33
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.08$1.69$0.96$0.74$0.21
2012Summary only. Only limited summary data is available for this year.$1.56$0.08$0.85$0.53$0.31
2011Summary only. Only limited summary data is available for this year.$0.99$0.26$0.67$0.94$0.26
2010Summary only. Only limited summary data is available for this year.$0.99$0.00$0.51$0.46$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$104,508
Mission and Program Overview

Mission

Maintain a housing for Nu Chapter

Program Services

DescriptionGrantsExpenses
Maintain a housing and meeting place for the benefit of the undergraduate members of Nu Chapter of Theta Xi Fraternity at the University of California, Berkeley.-$0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard P RushtonPresident-$0--
Gregg M MitchellSecretary-Treasurer-$0--
Archie S ChenTrustee-$0--
Steve WittTrustee-$0--
Patrick S LaVelleVice President-$0--
Nathaniel DavilaTrustee-$0--
Jedric ReyesEx Oficio-$0--
Jacob SolisEx Oficio-$0--
Filing and Contact Details

Filer

Filer Name
Nu-Alexander-Mason Endowment
EIN
94-6083590
In Care Of
% Richard P Rushton
Phone
9166989877
Address
10 San Bernardino Avenue, Ventura, CA 93004

Signing Officer

Name
Richard P Rushton
Title
President
Phone
9166989877
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
John Wade Bogren EA
Address
2102 Concours Ct, El Cajon, CA 92019
Preparer
John Wade Bogren Ea
Phone
6194467779
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountUnapplied Cash Income 800”

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 2,328National Dues 275Tax and Accounting 1,000Legal Fee 5,000IT and Software Costs 1,545Undergraduate Support 2,075Endowment 1,000Alumni Support 1,467”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLoan Balance 94,902 84,179”

Raw XML Appendix141 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/BooksInCareOfDetail/PersonNm0Richard P Rushton
IRS990EZ/BooksInCareOfDetail/PhoneNum09166989877
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 San Bernardino Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ventura
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093004
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042058
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2001
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0248106
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0235382
IRS990EZ/GrossReceiptsAmt0104508
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0103708
IRS990EZ/LandAndBuildingsGrp/BOYAmt0206048
IRS990EZ/LandAndBuildingsGrp/EOYAmt0206285
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0153204
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151203
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0153204
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151203
IRS990EZ/OccupancyRentUtltsAndMaintAmt091819
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard P Rushton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gregg M Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Archie S Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Witt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Patrick S LaVelle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nathaniel Davila
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jedric Reyes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jacob Solis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Ex oficio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Ex oficio
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014690
IRS990EZ/OtherRevenueTotalAmt0800
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Maintain a housing for Nu Chapter
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintain a housing and meeting place for the benefit of the undergraduate members of Nu Chapter of Theta Xi Fraternity at the University of California, Berkeley.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt094902
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt084179
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0106509
IRS990EZ/TotalRevenueAmt0104508
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountUnapplied Cash Income 800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 2,328National Dues 275Tax and Accounting 1,000Legal Fee 5,000IT and Software Costs 1,545Undergraduate Support 2,075Endowment 1,000Alumni Support 1,467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearLoan Balance 94,902 84,179
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD P RUSHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09166989877
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Nu-Alexander-Mason Endowment
ReturnHeader/Filer/BusinessNameControlTxt0NU-A
ReturnHeader/Filer/EIN0946083590
ReturnHeader/Filer/InCareOfNm0% Richard P Rushton
ReturnHeader/Filer/PhoneNum09166989877
ReturnHeader/Filer/USAddress/AddressLine1Txt010 San Bernardino Avenue
ReturnHeader/Filer/USAddress/CityNm0Ventura
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Wade Bogren EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02102 Concours Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092019
ReturnHeader/PreparerPersonGrp/PhoneNum06194467779
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN WADE BOGREN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-02T12:42:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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