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

WELLESLEY, MA EIN: 04-3146095

Provide quality housing to MIT students and communicate with approximately 500 Alumni members

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

$3.1M

+9.4% YoY

Annual Giving

$24K

+4.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$24K

+4.5% YoY

About Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc

Based on IRS filings

Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc is a nonprofit organization, based in WELLESLEY, MA. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $3.1M in total assets. In 2021, it awarded 1 grants totaling $24K. Net investment income was $199K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Boston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$118K$237K$355K$473K20202021
Metric20212020
Total Assets$3,083,913$2,819,302
Revenue$430,010$276,966
Expenses$248,052$233,086
Qualifying Distributions
Net Investment Income$198,540$62,644
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$12K$18K$24K1 grants20201 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

Phi Kappa Sigma Fraternity$24K

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Phi Kappa Sigma Fraternity ($24,079).

RecipientPurposeAmount
Phi Kappa Sigma Fraternity Boston, MAReimburse undergraduate chapter for the portion of their operating expenses which were included in grants that our organization received$24,079

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
Keith KallbergPredident4
Robert HeatwoleClerk4
Bruce LundieTreasurer4
John CloutierHouse Manager4
Greg ArsenaultDirector1
Bill LeeDirector1
Tom MikusDirector4
Jay GoldmanDirector2
Seth BergDirector1
Cody ChamberlainDirector1

Frequently Asked Questions

How large is Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc?

As of 2021, Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc holds $3.1M in total assets with $430K in annual revenue. It awarded 1 grants totaling $24K in 2021.

Where does Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc operate?

Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc has awarded grants in Massachusetts.

What size grants does Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc award?

In 2021, Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc awarded 1 grants totaling $24K — an average of about $24K per grant, based on its IRS Form 990 filings.

What is Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc's EIN?

Alumni Assoc of Alpha Mu Chapter of Phi Kappa Sigma Fraternity Inc's EIN (Employer Identification Number) is 04-3146095. IRS Form 990 filing data is available on this page for 2020–2021.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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