Nu-Alexander-Mason Endowment

Nonprofit profile at a glance

EIN
946083590
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Ventura, CA, USA
Phone
9166989877
Rating confidence
Limited
Sector
Recreational l Clubs

Reported finances

Revenue
$104,508
Expenses
$106,509
Assets
$235,382
Liabilities
$84,179

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Richard P Rushton (President)
  • Patrick S LaVelle (Vice President)

People named in this filing

  • Richard P Rushton (President)
  • Gregg M Mitchell (Secretary-Treasurer)
  • Archie S Chen (Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Maintain a housing for Nu Chapter

What it reported doing in 2024

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.

Operating model

Revenue model
Investment-supported. 99% of the money available for current operations came from recurring investment income.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 47
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -1.9%; rating input score 28; 28th percentile among comparable filings
  • Total-asset coverage ratio: 2.21; rating input score 83; 83rd percentile among comparable filings
  • Liabilities to assets ratio: 0.36; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 0.9% per year; rating input score 100; 25th percentile among comparable filings
  • Asset growth: 3.3% per year; rating input score 100; 39th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Sustainability: Operating margin scored 28/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.