Civic Intelligence

Nu-Alexander-Mason Endowmnent

990EZ • Fiscal year 2020 • EIN 94-6083590

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 03, 2021

Organization ProfileN/A
6250 Telegraph Rd STE 1403Ventura, CA 93003

(916) 698-9877

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

70th percentile

13%

Higher net margin than 70% 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

40th percentile

-1.8%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

35th percentile

-26%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$175,362

Down $3,255 (-1.8%) from 2019

Net Assets

Down

$173,562

Down $3,705 (-2.1%) from 2019

Liabilities

Up

$1,800

Up $450 (+33%) from 2019

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin70th percentile

Revenue

Down

$77,301

Down $27,152 (-26%) from 2019

Expenses

Down

$67,167

Down $25,321 (-27%) from 2019

Net Income

Down

$10,134

Down $1,831 (-15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2020

Assets$175,362
Liabilities$1,800
Net Assets$173,562
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$77,301
Expenses$67,167
Net Income$10,134
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 3, 2021
Return Version
2020v4.1
Gross Receipts
$77,301
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.--
Compensation and Service Providers
Top Officer Pay92nd 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--
Collin MillerTrustee-$0--
Daniel CasillasTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nu-Alexander-Mason Endowmnent
EIN
94-6083590
Address
6250 Telegraph Rd STE 1403, Ventura, CA 93003

Signing Officer

Name
Richard P Rushton
Title
President
Phone
9166989877
Signed
2021-09-03
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 expenses Part I line 16

“Description AmountBank Service Fees 15Supplies 13IT Costs 1,106Undergraduate Support 1,216Alumni Support 500”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFurniture and Fixtures 2,636 2,634Accounts Receivable 0 302”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearRefundable Deposits 1,350 1,800”

Raw XML Appendix140 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ventura
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040192
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IRS990EZ/LandAndBuildingsGrp/BOYAmt0121950
IRS990EZ/LandAndBuildingsGrp/EOYAmt0117792
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt063066
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
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/PersonNm5Collin Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Daniel Casillas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02636
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02936
IRS990EZ/OtherExpensesTotalAmt02850
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Maintain a housing for Nu Chapter
IRS990EZ/PrintingPublicationsPostageAmt051
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01350
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01800
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067167
IRS990EZ/TotalRevenueAmt077301
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Service Fees 15Supplies 13IT Costs 1,106Undergraduate Support 1,216Alumni Support 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearFurniture and Fixtures 2,636 2,634Accounts Receivable 0 302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearRefundable Deposits 1,350 1,800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard P Rushton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09166989877
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
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ReturnHeader/Filer/BusinessNameControlTxt0NU-A
ReturnHeader/Filer/EIN0946083590
ReturnHeader/Filer/USAddress/AddressLine1Txt06250 Telegraph Rd STE 1403
ReturnHeader/Filer/USAddress/CityNm0Ventura
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
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/PreparationDt02021-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Wade Bogren EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-15T18:59:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rushton
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
$175,362
Liabilities
$1,800
Net assets
$173,562
Revenue
$77,301
Expenses
$67,167
Net income
$10,134
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