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Alumni Assoc Of Alpha Mu Chapter Of Phi Kappa Sigma Fraternity Inc

Alumni Assoc Of Alpha Mu Chapter
  • Wellesley, MA
  • Tax-exempt since Sept. 1993
  • EIN: 04-3146095

Organization summary

Type of Nonprofit

Designated as a Social and recreational clubs.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$430k (2021)

Expenses
$248k (2021)

Total Assets
$3.08M (2021)

Total Liabilities
$705k (2021)

Source: Form 990 tax filings from 2011 to 2021

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$430,010
Expenses
$248,052
Net Income
$181,958
Net Assets
$2,378,992
Notable Sources of Revenue Percent of Total Revenue
Contributions $230,470
53.6%
Program Services $1,000
0.2%
Investment Income $48,537
11.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $150,003
34.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,083,913
Total Liabilities $704,921
Net Assets $2,378,992
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Keith Kallberg (Predident) $0 $0 $0
Robert Heatwole (Clerk) $0 $0 $0
Bruce Lundie (Treasurer) $0 $0 $0
John Cloutier (House Manager) $0 $0 $0
Greg Arsenault (Director) $0 $0 $0
Bill Lee (Director) $0 $0 $0
Tom Mikus (Director) $0 $0 $0
Jay Goldman (Director) $0 $0 $0
Seth Berg (Director) $0 $0 $0
Cody Chamberlain (Director) $0 $0 $0
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Document Links

990
Filed on July 18, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$276,966
Expenses
$233,086
Net Income
$43,880
Net Assets
$2,201,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $150,862
54.5%
Program Services $63,460
22.9%
Investment Income $35,583
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,061
9.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,819,302
Total Liabilities $617,988
Net Assets $2,201,314
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Keith Kallberg (Predident) $0 $0 $0
Robert Heatwole (Clerk) $0 $0 $0
Bruce Lundie (Treasurer) $0 $0 $0
John Cloutier (House Manager) $0 $0 $0
Greg Arsenault (Director) $0 $0 $0
Bill Lee (Director) $0 $0 $0
Tom Mikus (Director) $0 $0 $0
Jay Goldman (Director) $0 $0 $0
Seth Berg (Director) $0 $0 $0
Cody Chamberlain (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 30, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$344,455
Expenses
$313,111
Net Income
$31,344
Net Assets
$2,019,555
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,172
12.2%
Program Services $152,448
44.3%
Investment Income $50,617
14.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,096
8.2%
Net Inventory Sales $0
Other Revenue $71,122
20.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,666,096
Total Liabilities $646,541
Net Assets $2,019,555
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$297,221
Expenses
$235,117
Net Income
$62,104
Net Assets
$2,066,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,201
17.6%
Program Services $146,820
49.4%
Investment Income $43,092
14.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $55,107
18.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,740,590
Total Liabilities $674,377
Net Assets $2,066,213
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$257,321
Expenses
$222,860
Net Income
$34,461
Net Assets
$1,992,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,695
19.7%
Program Services $141,400
55.0%
Investment Income $30,239
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,986
13.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,732,889
Total Liabilities $740,789
Net Assets $1,992,100
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$234,663
Expenses
$224,317
Net Income
$10,346
Net Assets
$1,920,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,819
23.8%
Program Services $123,980
52.8%
Investment Income $39,411
16.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,453
6.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,711,744
Total Liabilities $791,407
Net Assets $1,920,337
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,719
Expenses
$231,536
Net Income
$48,183
Net Assets
$1,899,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,014
19.0%
Program Services $124,000
44.3%
Investment Income $42,660
15.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $60,045
21.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,711,127
Total Liabilities $811,373
Net Assets $1,899,754
Club or Co-Op Income
Initiation Fees & Contributions $5,675
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$268,515
Expenses
$118,936
Net Income
$149,579
Net Assets
$1,944,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $97,470
36.3%
Program Services $76,500
28.5%
Investment Income $49,772
18.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,773
16.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,820,524
Total Liabilities $876,154
Net Assets $1,944,370
Club or Co-Op Income
Initiation Fees & Contributions $3,540
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$186,301
Expenses
$227,399
Net Income
-$41,098
Net Assets
$1,867,295
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,600
29.3%
Program Services $114,228
61.3%
Investment Income $17,174
9.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $300
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,766,853
Total Liabilities $899,558
Net Assets $1,867,295
Club or Co-Op Income
Initiation Fees & Contributions $6,765
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$192,807
Expenses
$202,338
Net Income
-$9,531
Net Assets
$1,833,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $57,831
30.0%
Program Services $118,963
61.7%
Investment Income $12,298
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,715
1.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,671,874
Total Liabilities $838,252
Net Assets $1,833,622
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$217,605
Expenses
$226,132
Net Income
-$8,527
Net Assets
$1,799,696
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,585
28.8%
Program Services $118,700
54.5%
Investment Income $12,310
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $24,010
11.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,703,514
Total Liabilities $903,818
Net Assets $1,799,696
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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