Civic Intelligence

Phi Mu Real Estate Holding Company Inc

EIN 20-3111510 • 501(c)2 • Peachtree City, GA

Profile

Hold title of real estate for the use by tax exempt entities

400 Westpark DrivePeachtree City, GA 30269

www.phimu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.04x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Net Margin

17th percentile

-46%

Higher net margin than 17% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Asset Growth

23rd percentile

-4.5%

Faster asset growth than 23% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

4.4%

Faster revenue growth than 52% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$3,045,986

Down $141,884 (-4.5%) from 2024

Liabilities

Up

$14,739

Up $12,746 (+640%) from 2024

Net Assets

Down

$3,031,247

Down $154,630 (-4.9%) from 2024

Operations
Liabilities / Revenue37th percentileNet Margin17th percentile

Revenue

Up

$337,730

Up $14,127 (+4.4%) from 2024

Expenses

Up

$492,360

Up $16,889 (+3.6%) from 2024

Net Income

Down

-$154,630

Down $2,762 (-1.8%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,671,048Liabilities 2011: $16,653Net Assets 2011: $4,654,3952011Assets 2012: $4,476,544Liabilities 2012: $8,445Net Assets 2012: $4,468,0992012Assets 2013: $4,300,715Liabilities 2013: $8,329Net Assets 2013: $4,292,3862013Assets 2014: $4,177,421Liabilities 2014: $29,900Net Assets 2014: $4,147,5212014Assets 2015: $3,997,743Liabilities 2015: $7,872Net Assets 2015: $3,989,8712015Assets 2016: $3,881,277Liabilities 2016: $12,188Net Assets 2016: $3,869,0892016Assets 2018: $3,686,333Liabilities 2018: $109,738Net Assets 2018: $3,576,5952018Assets 2020: $3,304,085Liabilities 2020: $8,683Net Assets 2020: $3,295,4022020Assets 2021: $3,162,572Liabilities 2021: $11,877Net Assets 2021: $3,150,6952021Assets 2022: $3,022,909Liabilities 2022: $12,908Net Assets 2022: $3,010,0012022Assets 2023: $3,374,394Liabilities 2023: $36,649Net Assets 2023: $3,337,7452023Assets 2024: $3,187,870Liabilities 2024: $1,993Net Assets 2024: $3,185,8772024Assets 2025: $3,045,986Liabilities 2025: $14,739Net Assets 2025: $3,031,2472025

Highlighted filing

2025

Assets$3,045,986
Liabilities$14,739
Net Assets$3,031,247
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $482,5832011Expenses 2012: $476,9512012Expenses 2013: $440,3032013Revenue 2014: $263,434Expenses 2014: $408,299Net Income 2014: -$144,8652014Revenue 2015: $263,108Expenses 2015: $420,758Net Income 2015: -$157,6502015Revenue 2016: $267,218Expenses 2016: $388,000Net Income 2016: -$120,7822016Revenue 2018: $263,298Expenses 2018: $422,284Net Income 2018: -$158,9862018Revenue 2020: $274,725Expenses 2020: $403,990Net Income 2020: -$129,2652020Revenue 2021: $275,309Expenses 2021: $420,016Net Income 2021: -$144,7072021Revenue 2022: $279,147Expenses 2022: $419,841Net Income 2022: -$140,6942022Revenue 2023: $792,403Expenses 2023: $464,659Net Income 2023: $327,7442023Revenue 2024: $323,603Expenses 2024: $475,471Net Income 2024: -$151,8682024Revenue 2025: $337,730Expenses 2025: $492,360Net Income 2025: -$154,6302025

Highlighted filing

2025

Revenue$337,730
Expenses$492,360
Net Income-$154,630
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,045,986
Liabilities
$14,739
Net assets
$3,031,247
Revenue
$337,730
Expenses
$492,360
Net income
-$154,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.05$0.01$3.03$0.34$0.49$0.15
2024Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.32$0.48$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.37$0.04$3.34$0.79$0.46$0.33
2022Detailed filing. Detailed filing data is available for this year.$3.02$0.01$3.01$0.28$0.42$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.16$0.01$3.15$0.28$0.42$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.01$3.30$0.27$0.40$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.69$0.11$3.58$0.26$0.42$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.88$0.01$3.87$0.27$0.39$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.00$0.01$3.99$0.26$0.42$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.18$0.03$4.15$0.26$0.41$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.01$4.29$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.01$4.47$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.02$4.65$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 19, 2025
Return Version
2024v5.0
Gross Receipts
$337,730
Mission and Program Overview

Mission

Hold title of real estate for the use by tax exempt entities

Hold title of real estate for the use by tax exempt entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,168,671$3,008,621▼ $160,050
Cash and Non-Interest-Bearing Accounts$19,199$37,365▲ $18,166
Total Assets$3,187,870$3,045,986▼ $141,884
Liabilities
Accounts Payable and Accrued Expenses$1,993$14,739▲ $12,746
Total Liabilities$1,993$14,739▲ $12,746
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,185,877$3,031,247▼ $154,630
Total Net Assets Fund Balance$3,185,877$3,031,247▼ $154,630
Total Liabilities and Net Assets / Fund Balance$3,187,870$3,045,986▼ $141,884

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,233,754$3,029,559$5,263,313
Land$754,840-$754,840
Other Land Buildings$10,362$393,023$403,385
Equipment$9,665$103,859$113,524
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Vicki RyanPresident
Amy MooreDirector
Courtney StanfordDirector
Hara HenshellDirector
Janeen JudahDirector
Kristin TofanelliDirector
Lynn McgrawDirector
Robin DavisDirector
Shannon GibbsSecretary
Nancy HamillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$337,730
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-154,630

Audited Revenue Reconciliation

Revenue per Audited Statements
$337,730
Total Revenue per Audited Statements
$337,730
Total Revenue per Form 990
$337,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$492,360
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$189,965--$189,965
Occupancy$138,328--$138,328
Fees for Services Accounting$36,000--$36,000
Fees for Services Other$8,450--$8,450
Other Expenses$3,502--$3,502
Total Functional Expenses$492,360$0$0$492,360

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$492,360
Total Expenses per Audited Statements$492,360
Total Expenses per Form 990$492,360
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is prepared by an independent cpa firm and reviewed by all members of the phi mu holding company board of directors prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members and officers of the phi mu holding company board must annually complete a conflict of interest form. The form is reviewed by all board members for compliance. If a conflict of interest is identified, only independent board members vote on the identified issue.”

Form 990, Page 6, Part VI, Line 15B

“The reporting of salary expense represents a reimbursement allocation of shared employees. The payroll information returns are filed by related tax exempt organization, phi mu foundation and phi mu fraternity. Both related tax exempt organizations have equal board representation and, accordingly, do not qualify as a related party to be reported on schedule r.”

Form 990, Page 6, Part VI, Line 19

“All financial, tax, and legal documents are made available to members of the public upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Mu Real Estate Holding Company
EIN
20-3111510
Phone
7706322090
Address
400 WESTPARK DRIVE, PEACHTREE CITY, GA 30269

Signing Officer

Name
Nancy Hamill
Title
Treasurer
Phone
7706322090
Signed
2025-11-19

Organization Details

Principal Officer
Vicki Ryan
Formed
2002
Legal Domicile
Ga
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Firm
Doeren Mayhew
Address
2905 PREMIERE PARKWAY SUITE 150, DULUTH, GA 30097
Preparer
Bradley Sienkiewicz
Phone
7706222982
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Fasb asc 740, income taxes, requires the evaluation of tax positions taken or expected to be taken in the course of preparing the organizations tax returns to determine whether the tax positions would more likely-than-not be sustained if challenged by an applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense in the current year. The organization evaluates its uncertain tax positions using provisions fasb asc topic 450, contingencies. Management believes there are no material estimates that should be accrued as of june 30, 2025.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FASB ASC 740, INCOME TAXES, REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATIONS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS WOULD MORE LIKELY-THAN-NOT BE SUSTAINED IF CHALLENGED BY AN APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS FASB ASC TOPIC 450, CONTINGENCIES. MANAGEMENT BELIEVES THERE ARE NO MATERIAL ESTIMATES THAT SHOULD BE ACCRUED AS OF JUNE 30, 2025.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY ALL MEMBERS OF THE PHI MU HOLDING COMPANY BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS AND OFFICERS OF THE PHI MU HOLDING COMPANY BOARD MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. THE FORM IS REVIEWED BY ALL BOARD MEMBERS FOR COMPLIANCE. IF A CONFLICT OF INTEREST IS IDENTIFIED, ONLY INDEPENDENT BOARD MEMBERS VOTE ON THE IDENTIFIED ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE REPORTING OF SALARY EXPENSE REPRESENTS A REIMBURSEMENT ALLOCATION OF SHARED EMPLOYEES. THE PAYROLL INFORMATION RETURNS ARE FILED BY RELATED TAX EXEMPT ORGANIZATION, PHI MU FOUNDATION AND PHI MU FRATERNITY. BOTH RELATED TAX EXEMPT ORGANIZATIONS HAVE EQUAL BOARD REPRESENTATION AND, ACCORDINGLY, DO NOT QUALIFY AS A RELATED PARTY TO BE REPORTED ON SCHEDULE R.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL FINANCIAL, TAX, AND LEGAL DOCUMENTS ARE MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07706322090
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-19
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY SIENKIEWICZ
ReturnHeader/ReturnTs02025-12-05T09:42:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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