Civic Intelligence

Delta Alpha Chapter of Phi Mu Fraternity House Corporation

990 • Fiscal year 2023 • EIN 31-1025401

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 12, 2024

Organization Profile
1442 N David BakerBloomington, IN 47406

(317) 514-8449

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,617,433

Down $316,415 (-16%) from 2022

Net Assets

Down

$1,589,229

Down $263,336 (-14%) from 2022

Liabilities

Down

$28,204

Down $53,079 (-65%) from 2022

Revenue And Expenses

Revenue

Up

$831,518

Up $198,993 (+31%) from 2022

Expenses

Up

$578,826

Up $94,288 (+19%) from 2022

Net Income

Up

$252,692

Up $104,705 (+71%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,453,042Liabilities 2011: $58,676Net Assets 2011: $1,394,3662011Assets 2012: $1,535,185Liabilities 2012: $77,599Net Assets 2012: $1,457,5862012Assets 2013: $1,386,053Liabilities 2013: $64,089Net Assets 2013: $1,321,9642013Assets 2014: $1,480,448Liabilities 2014: $54,837Net Assets 2014: $1,425,6112014Assets 2015: $1,437,753Liabilities 2015: $68,977Net Assets 2015: $1,368,7762015Assets 2016: $1,451,512Liabilities 2016: $51,330Net Assets 2016: $1,400,1822016Assets 2017: $1,508,107Liabilities 2017: $69,986Net Assets 2017: $1,438,1212017Assets 2018: $1,604,304Liabilities 2018: $68,303Net Assets 2018: $1,536,0012018Assets 2019: $1,641,143Liabilities 2019: $49,154Net Assets 2019: $1,591,9892019Assets 2021: $1,761,924Liabilities 2021: $61,551Net Assets 2021: $1,700,3732021Assets 2022: $1,933,848Liabilities 2022: $81,283Net Assets 2022: $1,852,5652022Assets 2023: $2,214,473Liabilities 2023: $41,129Net Assets 2023: $2,173,3442023Assets 2023: $1,617,433Liabilities 2023: $28,204Net Assets 2023: $1,589,2292023Assets 2024: $2,085,110Liabilities 2024: $27,780Net Assets 2024: $2,057,3302024Assets 2025: $2,240,221Liabilities 2025: $29,462Net Assets 2025: $2,210,7592025

Highlighted filing

2023

Assets$1,617,433
Liabilities$28,204
Net Assets$1,589,229
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $647,3042011Expenses 2012: $724,1472012Expenses 2013: $814,0372013Revenue 2014: $817,073Expenses 2014: $812,828Net Income 2014: $4,2452014Revenue 2015: $736,020Expenses 2015: $806,371Net Income 2015: -$70,3512015Revenue 2016: $790,191Expenses 2016: $758,785Net Income 2016: $31,4062016Revenue 2017: $840,247Expenses 2017: $802,328Net Income 2017: $37,9192017Revenue 2018: $802,431Expenses 2018: $704,551Net Income 2018: $97,8802018Revenue 2019: $782,145Expenses 2019: $725,587Net Income 2019: $56,5582019Revenue 2021: $244,583Expenses 2021: $329,869Net Income 2021: -$85,2862021Revenue 2022: $632,525Expenses 2022: $484,538Net Income 2022: $147,9872022Revenue 2023: $820,516Expenses 2023: $626,916Net Income 2023: $193,6002023Revenue 2023: $831,518Expenses 2023: $578,826Net Income 2023: $252,6922023Revenue 2024: $912,563Expenses 2024: $665,610Net Income 2024: $246,9532024Revenue 2025: $988,391Expenses 2025: $843,262Net Income 2025: $145,1292025

Highlighted filing

2023

Revenue$831,518
Expenses$578,826
Net Income$252,692
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 12, 2024
Return Version
2022v5.0
Gross Receipts
$831,518
Mission and Program Overview

Mission

Provide services to sorority

Provide services to the phi mu sorority at indiana university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$985,511$912,437▼ $73,074
Cash and Non-Interest-Bearing Accounts$490,222$634,962▲ $144,740
Land, Buildings, and Equipment, Net$446,835$52,454▼ $394,381
Accounts Receivable$11,280$14,088▲ $2,808
Prepaid Expenses and Deferred Charges-$3,492-
Total Assets$1,933,848$1,617,433▼ $316,415
Liabilities
Unsecured Notes Loans Payable$55,713$28,204▼ $27,509
Accounts Payable and Accrued Expenses$25,570--
Total Liabilities$81,283$28,204▼ $53,079
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,852,565$1,589,229▼ $263,336
Total Net Assets Fund Balance$1,852,565$1,589,229▼ $263,336
Total Liabilities and Net Assets / Fund Balance$1,933,848$1,617,433▼ $316,415

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$52,454$2,784,686$2,837,140
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristi BarberPresident
Kathy TaylorHouse Direct
Melissa FreemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$808,477
Investment Income
$23,041
Other Revenue
$0
Change in Net Assets
$252,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$534,435
Salaries, Compensation, and Employee Benefits$44,391
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$297,886--$297,886
Occupancy$186,462--$186,462
Other Salaries and Wages$39,413--$39,413
Fees for Services Accounting-$16,710-$16,710
Depreciation Depletion$13,476--$13,476
Insurance$7,891--$7,891
Information Technology$6,672--$6,672
Office Expenses$5,323--$5,323
Payroll Taxes$4,978--$4,978
Interest$15--$15
Total Functional Expenses$562,116$16,710$0$578,826
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
Backup withholding compliance
No
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
No
Conflict-of-interest policy
No
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 7A

“Member election for additional members”

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

“Return preparer provides an electronic copy for review to the treasurer and board to approve.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Delta Alpha Chapter of Phi Mu
EIN
31-1025401
Phone
3175148449
Address
1442 N DAVID BAKER, BLOOMINGTON, IN 47406

Signing Officer

Name
Kristi Barber
Title
President
Phone
3175148449
Signed
2024-04-12

Organization Details

Principal Officer
Kristi Barber
Formed
1981
Voting Board Members
3
Independent Board Members
3
Employees
1

Preparer

Firm
Rootadvisors LLC
Address
1516 S WALNUT STREET, BLOOMINGTON, IN 47401
Preparer
Sean Hanthorn
Phone
8123327200
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“Original return filed, did not include the proper numbers from the prior year. The return also has corrected the proper bank balances, net assets (depreciable) with an adjustment for overreported net fixed assets in prior years as well as corrections to financial totals.”

Form 990, Part IX, Line 11G

“Household expenses 30,342 0 0 food expenses 267,544 0 0 total 297,886 0 0”

Form 990, Part XI, Line 9

“Py depreciation adjustments (book) -516,028 prior year net assets underreported accumulated depreciation. Adjustment in fy 2022/2023 to true up the amount and have it correct going forward.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBER ELECTION FOR ADDITIONAL MEMBERS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-12
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ReturnHeader/ReturnTs02024-04-15T11:17:58-04:00
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,617,433
Liabilities
$28,204
Net assets
$1,589,229
Revenue
$831,518
Expenses
$578,826
Net income
$252,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.03$2.21$0.99$0.84$0.15
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.03$2.06$0.91$0.67$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.21$0.04$2.17$0.82$0.63$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.03$1.59$0.83$0.58$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.08$1.85$0.63$0.48$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.06$1.70$0.24$0.33$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.05$1.59$0.78$0.73$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.07$1.54$0.80$0.70$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.07$1.44$0.84$0.80$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.05$1.40$0.79$0.76$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.07$1.37$0.74$0.81$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.05$1.43$0.82$0.81$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.06$1.32$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.08$1.46$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.06$1.39$0.65