Civic Intelligence

Nu-Alexander-Mason Endowmnent

990EZ • Fiscal year 2023 • EIN 94-6083590

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 09, 2024

Organization ProfileN/A
10 San Bernardino AvenueVentura, CA 93004

(916) 698-9877

Siviq Scores

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

Liabilities / Assets

88th percentile

0.38x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.86x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

17%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$248,106

Down $1,569 (-0.6%) from 2022

Net Assets

Up

$153,204

Up $13,352 (+9.5%) from 2022

Liabilities

Down

$94,902

Down $14,921 (-14%) from 2022

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin72nd percentile

Revenue

Up

$110,922

Up $15,736 (+17%) from 2022

Expenses

Down

$97,570

Down $3,643 (-3.6%) from 2022

Net Income

Up

$13,352

Up $19,379 (+322%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2023

Assets$248,106
Liabilities$94,902
Net Assets$153,204
Open 2023 Filing

Operations Trend

Revenue Growth68th 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

2023

Revenue$110,922
Expenses$97,570
Net Income$13,352
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 9, 2024
Return Version
2023v5.1
Gross Receipts
$110,922
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 Pay93rd 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--
Filing and Contact Details

Filer

Filer Name
Nu-Alexander-Mason Endowment
EIN
94-6083590
Address
10 San Bernardino Avenue, Ventura, CA 93004

Signing Officer

Name
Richard P Rushton
Title
President
Phone
9166989877
Signed
2024-08-09
Discuss with paid preparer
Yes

Preparer

Firm
BoDeCo- John Wade Bogren EA
Address
2102 Concours Ct, El Cajon, CA 92019-4145
Preparer
John Wade Bogren EA
Phone
6194467779
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountUnapplied Cash Income 2,720”

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 2,359National Dues 260Tax and Accounting 1,000Legal Fee 3,750IT and Software Costs 1,195Undergraduate Support 4,327Endowment 1,000Alumni Support 783”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLoan Balance 109,823 94,902”

Raw XML Appendix133 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/BOYAmt041267
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042058
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01025
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013352
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0248106
IRS990EZ/GrossReceiptsAmt0110922
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0107177
IRS990EZ/LandAndBuildingsGrp/BOYAmt0208408
IRS990EZ/LandAndBuildingsGrp/EOYAmt0206048
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139852
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153204
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139852
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0153204
IRS990EZ/OccupancyRentUtltsAndMaintAmt082896
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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/PersonNm5Nathaniel Davila
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jedric Reyes
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014674
IRS990EZ/OtherRevenueTotalAmt02720
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0109823
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt094902
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097570
IRS990EZ/TotalRevenueAmt0110922
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountUnapplied Cash Income 2,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 2,359National Dues 260Tax and Accounting 1,000Legal Fee 3,750IT and Software Costs 1,195Undergraduate Support 4,327Endowment 1,000Alumni Support 783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearLoan Balance 109,823 94,902
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard P Rushton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09166989877
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Nu-Alexander-Mason Endowment
ReturnHeader/Filer/BusinessNameControlTxt0NU-A
ReturnHeader/Filer/EIN0946083590
ReturnHeader/Filer/USAddress/AddressLine1Txt010 San Bernardino Avenue
ReturnHeader/Filer/USAddress/CityNm0Ventura
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452054556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BoDeCo- John Wade Bogren EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02102 Concours Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920194145
ReturnHeader/PreparerPersonGrp/PhoneNum06194467779
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Wade Bogren EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-24T13:42:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,106
Liabilities
$94,902
Net assets
$153,204
Revenue
$110,922
Expenses
$97,570
Net income
$13,352
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