Civic Intelligence

Phi Alumni Corporation of Psi Upsilon

990 • Fiscal year 2023 • EIN 38-6091523

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 07, 2023

Organization ProfileN/A
C/O Alpha Mgmt Grp 6921 Jackson RdAnn Arbor, MI 48103

(734) 997-9777

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.47x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

1.48x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Net Margin

52nd percentile

8.1%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2023 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2023

Asset Growth

55th percentile

-0.3%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$679,806

Down $2,374 (-0.3%) from 2022

Net Assets

Up

$360,455

Up $17,342 (+5.1%) from 2022

Liabilities

Down

$319,351

Down $19,716 (-5.8%) from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin52nd percentile

Revenue

Up

$215,382

Up $25,299 (+13%) from 2022

Expenses

Up

$198,040

Up $41,851 (+27%) from 2022

Net Income

Down

$17,342

Down $16,552 (-49%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$800K$600K$400K$200K$0Assets 2011: $592,584Liabilities 2011: $125,435Net Assets 2011: $467,1492011Assets 2012: $552,015Liabilities 2012: $118,169Net Assets 2012: $433,8462012Assets 2014: $557,395Liabilities 2014: $167,334Net Assets 2014: $390,0612014Assets 2015: $530,250Liabilities 2015: $147,526Net Assets 2015: $382,7242015Assets 2016: $495,915Liabilities 2016: $152,897Net Assets 2016: $343,0182016Assets 2017: $456,292Liabilities 2017: $150,308Net Assets 2017: $305,9842017Assets 2018: $581,626Liabilities 2018: $186,304Net Assets 2018: $395,3222018Assets 2019: $576,149Liabilities 2019: $422,338Net Assets 2019: $153,8112019Assets 2020: $607,809Liabilities 2020: $447,858Net Assets 2020: $159,9512020Assets 2021: $625,157Liabilities 2021: $434,182Net Assets 2021: $190,9752021Assets 2022: $682,180Liabilities 2022: $339,067Net Assets 2022: $343,1132022Assets 2023: $679,806Liabilities 2023: $319,351Net Assets 2023: $360,4552023Assets 2024: $699,113Liabilities 2024: $320,762Net Assets 2024: $378,3512024Assets 2025: $735,335Liabilities 2025: $296,469Net Assets 2025: $438,8662025

Highlighted filing

2023

Assets$679,806
Liabilities$319,351
Net Assets$360,455
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $99,654Expenses 2011: $80,459Net Income 2011: $19,1952011Revenue 2012: $123,780Expenses 2012: $157,083Net Income 2012: -$33,3032012Revenue 2014: $156,849Expenses 2014: $136,561Net Income 2014: $20,2882014Revenue 2015: $132,974Expenses 2015: $140,312Net Income 2015: -$7,3382015Revenue 2016: $120,919Expenses 2016: $160,625Net Income 2016: -$39,7062016Revenue 2017: $248,679Expenses 2017: $285,713Net Income 2017: -$37,0342017Revenue 2018: $267,854Expenses 2018: $178,517Net Income 2018: $89,3372018Revenue 2019: $90,515Expenses 2019: $101,077Net Income 2019: -$10,5622019Revenue 2020: $204,370Expenses 2020: $198,230Net Income 2020: $6,1402020Revenue 2021: $188,471Expenses 2021: $157,447Net Income 2021: $31,0242021Revenue 2022: $190,083Expenses 2022: $156,189Net Income 2022: $33,8942022Revenue 2023: $215,382Expenses 2023: $198,040Net Income 2023: $17,3422023Revenue 2024: $204,507Expenses 2024: $186,611Net Income 2024: $17,8962024Revenue 2025: $208,090Expenses 2025: $147,575Net Income 2025: $60,5152025

Highlighted filing

2023

Revenue$215,382
Expenses$198,040
Net Income$17,342
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 7, 2023
Return Version
2022v5.0
Gross Receipts
$215,382
Mission and Program Overview

Mission

Rental of fraternity house to students in attendance at the university of michigan

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$559,455$559,455→ $0
Rtn Earn Endowment Incm Other Fnds$326,030$343,372▲ $17,342
Cash and Non-Interest-Bearing Accounts$122,725$120,351▼ $2,374
Pd in Cap Srpls Land Bldg Eqp Fund$17,083$17,083→ $0
Total Assets$682,180$679,806▼ $2,374
Liabilities
Mortgage Notes Payable Secured by Investment Property$309,067$289,351▼ $19,716
Escrow Account Liability$30,000$30,000→ $0
Total Liabilities$339,067$319,351▼ $19,716
Net Assets / Fund Balance
Total Net Assets Fund Balance$343,113$360,455▲ $17,342
Total Liabilities and Net Assets / Fund Balance$682,180$679,806▼ $2,374

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$459,455--
Land$100,000--
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Gregory RuppPresident
Earl RaynalVice President
Kevin BrophyVice President
Charles GreeningDirector
Dean SchuellerDirector
Donald Cline JrDirector
Gregory FrenchDirector
John HolmesDirector
Jonathan SupernawDirector
Kevin LumDirector
Kevin ParkerDirector
Luke DonahueDirector
Michael BignellDirector
Scott KlaustinDirector
Thomas SchwartzDirector
Tim WhimsDirector
Craig ReiffSecretary
Daniel T SmaleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,050
Program Service Revenue
$198,500
Investment Income
$832
Other Revenue
$0
All Other Contributions
$16,050
Change in Net Assets
$17,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,040
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
Occupancy$0$0$0$160,756
Fees for Services Management$0$0$0$31,640
Other Expenses$0$0$0$3,210
Fees for Services Accounting$0$0$0$1,105
Insurance$0$0$0$750
Office Expenses$0$0$0$546
Total Functional Expenses$0$0$0$198,040
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
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
Filing and Contact Details

Filer

Filer Name
Phi Alumni Corporation of Psi Upsilon
EIN
38-6091523
Phone
7349979777
Address
C/O ALPHA MGMT GRP 6921 JACKSON RD, Ann Arbor, MI 48103

Signing Officer

Name
Daniel T Smale
Title
Treasurer
Phone
7349979777
Signed
2023-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel T Smale
Formed
1892
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
20

Preparer

Firm
Holly Hall Polopolos CPA PC
Address
3411 Wagner Woods Ct, Ann Arbor, MI 48103
Preparer
Holly G Polopolos CPA
Phone
7349951578
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Organization's treasurer reviews form 990 prior to filing with the irs”

Pt VI, Line 19

“Organization will make its financial statements available to the puclic upon written request and subsequent approval by members of the board of directors. Written requests may be submitted to the mailing address on page 1 of the form 990.”

Pt XI

“Payments to reduce mortgage balance decrease debt liability against the value and cost basis of assets listed on schedule d resulting in a higher net asset value”

Financial Statement Notes

Pt IV, Line 2B

“Security deposits are held in escrow in a separate bank account”

Raw XML Appendix375 raw XML fields

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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BeginningBalanceAmt030000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0459455
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0459455
IRS990ScheduleD/EndingBalanceAmt030000
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0100000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SECURITY DEPOSITS ARE HELD IN ESCROW IN A SEPARATE BANK ACCOUNT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0559455
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S TREASURER REVIEWS FORM 990 PRIOR TO FILING WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION WILL MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUCLIC UPON WRITTEN REQUEST AND SUBSEQUENT APPROVAL BY MEMBERS OF THE BOARD OF DIRECTORS. WRITTEN REQUESTS MAY BE SUBMITTED TO THE MAILING ADDRESS ON PAGE 1 OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYMENTS TO REDUCE MORTGAGE BALANCE DECREASE DEBT LIABILITY AGAINST THE VALUE AND COST BASIS OF ASSETS LISTED ON SCHEDULE D RESULTING IN A HIGHER NET ASSET VALUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0682180
IRS990/TotalAssetsEOYAmt0679806
IRS990/TotalAssetsGrp/BOYAmt0682180
IRS990/TotalAssetsGrp/EOYAmt0679806
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016050
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198040
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0339067
IRS990/TotalLiabilitiesEOYAmt0319351
IRS990/TotalLiabilitiesGrp/BOYAmt0339067
IRS990/TotalLiabilitiesGrp/EOYAmt0319351
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0343113
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0360455
IRS990/TotalProgramServiceExpensesAmt0160756
IRS990/TotalProgramServiceRevenueAmt0198500
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0199332
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215382
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0682180
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0679806
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 HILL STREET
IRS990/USAddress/CityNm0ANN ARBOR
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048104
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL T SMALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07349979777
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI ALUMNI CORPORATION OF PSI UPSILON
ReturnHeader/Filer/BusinessNameControlTxt0PHIA
ReturnHeader/Filer/EIN0386091523
ReturnHeader/Filer/PhoneNum07349979777
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ALPHA MGMT GRP 6921 JACKSON RD
ReturnHeader/Filer/USAddress/CityNm0Ann Arbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113698365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holly Hall Polopolos CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03411 Wagner Woods Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ann Arbor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048103
ReturnHeader/PreparerPersonGrp/PhoneNum07349951578
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Holly G Polopolos CPA
ReturnHeader/ReturnTs02023-12-12T10:50:50-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMALE
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$679,806
Liabilities
$319,351
Net assets
$360,455
Revenue
$215,382
Expenses
$198,040
Net income
$17,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.35$2.96$4.39$2.08$1.48$0.61
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$3.21$3.78$2.05$1.87$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.80$3.19$3.60$2.15$1.98$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$3.39$3.43$1.90$1.56$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$4.34$1.91$1.88$1.57$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$4.48$1.60$2.04$1.98$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$4.22$1.54$0.91$1.01$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$1.86$3.95$2.68$1.79$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$1.50$3.06$2.49$2.86$0.37
2016Detailed filing. Detailed filing data is available for this year.$4.96$1.53$3.43$1.21$1.61$0.40
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.30$1.48$3.83$1.33$1.40$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.57$1.67$3.90$1.57$1.37$0.20
2012Summary only. Only limited summary data is available for this year.$5.52$1.18$4.34$1.24$1.57$0.33
2011Summary only. Only limited summary data is available for this year.$5.93$1.25$4.67$1.00$0.80$0.19
Peer Organizations

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