Civic Intelligence

Phi Upsilon Omicron Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 45-0314283

Aug 01, 2015 to Jul 31, 2016 • Filed on Jan 17, 2017

Organization ProfileWWW.PHIU.ORG
PO Box 50970Bowling Green, KY 42102

(270) 904-1340

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$57,925

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

71st percentile

9.1%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

116%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,493,344

Up $207,328 (+9.1%) from 2015

Net Assets

Up

$2,493,344

Up $207,328 (+9.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

Up

$303,658

Up $163,161 (+116%) from 2015

Expenses

Up

$96,330

Up $8,472 (+9.6%) from 2015

Net Income

Up

$207,328

Up $154,689 (+294%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,663,716Liabilities 2011: $0Net Assets 2011: $1,663,7162011Assets 2012: $1,668,175Liabilities 2012: $0Net Assets 2012: $1,668,1752012Assets 2013: $2,083,160Liabilities 2013: $0Net Assets 2013: $2,083,1602013Assets 2014: $2,233,377Liabilities 2014: $0Net Assets 2014: $2,233,3772014Assets 2015: $2,286,016Liabilities 2015: $0Net Assets 2015: $2,286,0162015Assets 2016: $2,493,344Liabilities 2016: $0Net Assets 2016: $2,493,3442016Assets 2017: $2,707,307Liabilities 2017: $0Net Assets 2017: $2,707,3072017Assets 2018: $2,919,346Liabilities 2018: $0Net Assets 2018: $2,919,3462018Assets 2019: $3,039,842Liabilities 2019: $0Net Assets 2019: $3,039,8422019Assets 2020: $3,056,477Liabilities 2020: $0Net Assets 2020: $3,056,4772020Assets 2021: $3,510,170Liabilities 2021: $0Net Assets 2021: $3,510,1702021Assets 2022: $3,110,849Liabilities 2022: $0Net Assets 2022: $3,110,8492022Assets 2023: $3,048,687Liabilities 2023: $0Net Assets 2023: $3,048,6872023Assets 2024: $3,212,987Liabilities 2024: $0Net Assets 2024: $3,212,9872024

Highlighted filing

2016

Assets$2,493,344
Liabilities$0
Net Assets$2,493,344
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $122,924Expenses 2011: $87,130Net Income 2011: $35,7942011Expenses 2012: $74,4632012Expenses 2013: $77,2952013Revenue 2014: $224,297Expenses 2014: $74,080Net Income 2014: $150,2172014Revenue 2015: $140,497Expenses 2015: $87,858Net Income 2015: $52,6392015Revenue 2016: $303,658Expenses 2016: $96,330Net Income 2016: $207,3282016Revenue 2017: $316,414Expenses 2017: $102,451Net Income 2017: $213,9632017Revenue 2018: $153,000Expenses 2018: $98,594Net Income 2018: $54,4062018Revenue 2019: $232,607Expenses 2019: $112,111Net Income 2019: $120,4962019Revenue 2020: $154,880Expenses 2020: $138,245Net Income 2020: $16,6352020Revenue 2021: $590,761Expenses 2021: $137,068Net Income 2021: $453,6932021Revenue 2022: $150,578Expenses 2022: $143,833Net Income 2022: $6,7452022Revenue 2023: $86,902Expenses 2023: $150,851Net Income 2023: -$63,9492023Revenue 2024: $126,302Expenses 2024: $170,246Net Income 2024: -$43,9442024

Highlighted filing

2016

Revenue$303,658
Expenses$96,330
Net Income$207,328
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jan 17, 2017
Return Version
2015v3.0
Gross Receipts
$303,658
Mission and Program Overview

Mission

Phi upsilon omicron educational foundation, inc. Raises funds for and distributes scholarships, fellowships, and awards to college and university students and alumni in family and consumer sciences

Phi upsilon omicron educational foundation, inc. Raises funds for and distributes, scholarships, fellowships, and awards to college and university students and alumni in family and consumer sciences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,141,191$2,370,841▲ $229,650
Cash and Non-Interest-Bearing Accounts$144,825$122,503▼ $22,322
Total Assets$2,286,016$2,493,344▲ $207,328
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,650,202$1,856,900▲ $206,698
Unrestricted Net Assets$635,814$636,444▲ $630
Total Net Assets Fund Balance$2,286,016$2,493,344▲ $207,328
Total Liabilities and Net Assets / Fund Balance$2,286,016$2,493,344▲ $207,328

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,278,394$12,606▲ $280,747-$2,482,816
2014$2,221,312$26,352▲ $104,299-$2,278,394
2013$2,074,401$138,856▲ $72,079-$2,221,312
2012$1,665,543$367,877▲ $106,442-$2,074,401
2011$1,659,020$11,899▲ $52,372-$1,665,543
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Melissa MartinExecutive DiPT$57,925$57,925

Board Members and Trustees

NameTitle
Susan RickardsChair
Michelle ToewsPresident
Robin BoxPresident El
Cindy JonesDirector
Kathleen LodlDirector
Vera RileyDirector
Danielle RaffaCollege Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$22,911
Program Service Revenue
$0
Investment Income
$280,747
Other Revenue
$0
All Other Contributions
$13,006
Change in Net Assets
$207,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$303,658
Total Revenue per Audited Statements
$303,658
Total Revenue per Form 990
$303,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,949
Other Expenses$32,381
Total Fundraising Expense$500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$63,949--$63,949
Fees for Services Management$20,000$4,500$500$25,000
Conferences and Meetings$3,046$761-$3,807
Fees for Services Accounting-$3,250-$3,250
Office Expenses$231$58-$289
Other Expenses-$35-$35
Total Functional Expenses$87,226$8,604$500$96,330

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$96,330
Total Expenses per Audited Statements$96,330
Total Expenses per Form 990$96,330
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
Lobbying 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 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
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 reviewed and approved the executive director and members of the executive board prior to filing. Additionally, the executive director and executive board evaluates the competency of the person(s) or firm hired to prepare the return and confirms that the return is filed timely. The executive director and executive board considers this an appropriate fiduciary process.”

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

“Directors and officers are rquired to disclose and sign conflict of interest statements on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“The foundation makes its form 990 and governing documents available to the public on its website, guidestar, and upon request.”

Filing and Contact Details

Filer

Filer Name
Phi Upsilon Omicron Educational
EIN
45-0314283
Phone
2709041340
Address
PO BOX 50970, BOWLING GREEN, KY 42102

Signing Officer

Name
Melissa Martin
Title
Executive Director
Phone
2709041340
Signed
2017-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Martin
Formed
1970
Legal Domicile
Nd
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
200

Preparer

Firm
Hensley & Throneberry Cpas
Address
324 EAST 10TH AVENUE, BOWLING GREEN, KY 42101-2110
Preparer
Steven Throneberry
Phone
2709042545
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt011899
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01665543
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt096330
IRS990ScheduleD/RevenueSubtotalAmt0303658
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.74480
IRS990ScheduleD/TotalExpensesPerForm990Amt096330
IRS990ScheduleD/TotalRevenuePerForm990Amt0303658
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0303658
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt096330
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt056200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13950
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt23799
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0UNDERGRADUATE SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GRADUATE FELLOWSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2PROFESSIONAL AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt15
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt211
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AND APPROVED THE EXECUTIVE DIRECTOR AND MEMBERS OF THE EXECUTIVE BOARD PRIOR TO FILING. ADDITIONALLY, THE EXECUTIVE DIRECTOR AND EXECUTIVE BOARD EVALUATES THE COMPETENCY OF THE PERSON(S) OR FIRM HIRED TO PREPARE THE RETURN AND CONFIRMS THAT THE RETURN IS FILED TIMELY. THE EXECUTIVE DIRECTOR AND EXECUTIVE BOARD CONSIDERS THIS AN APPROPRIATE FIDUCIARY PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS AND OFFICERS ARE RQUIRED TO DISCLOSE AND SIGN CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION MAKES ITS FORM 990 AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE, GUIDESTAR, AND 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 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHI UPSILON OMICRON INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0550600282
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HONOR SOCI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 50970
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BOWLING GREEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd042102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01650202
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01856900
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02493344
IRS990/TotalAssetsGrp/BOYAmt02286016
IRS990/TotalAssetsGrp/EOYAmt02493344
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022911
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0500
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08604
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087226
IRS990/TotalFunctionalExpensesGrp/TotalAmt096330
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt087226
IRS990/TotalRevenueGrp/ExclusionAmt0280747
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0303658
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02286016
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02493344
IRS990/TotReportableCompRltdOrgAmt057925
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0635814
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0636444
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 50970
IRS990/USAddress/CityNm0BOWLING GREEN
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PHIU.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02709041340
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI UPSILON OMICRON EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PHIU
ReturnHeader/Filer/EIN0450314283
ReturnHeader/Filer/PhoneNum02709041340
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50970
ReturnHeader/Filer/USAddress/CityNm0BOWLING GREEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454572379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENSLEY & THRONEBERRY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0324 EAST 10TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWLING GREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0421012110
ReturnHeader/PreparerPersonGrp/PhoneNum02709042545
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN THRONEBERRY
ReturnHeader/ReturnTs02017-01-17T21:26:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,493,344
Liabilities
$0
Net assets
$2,493,344
Revenue
$303,658
Expenses
$96,330
Net income
$207,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.13$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.15$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.59$0.14$0.45
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.15$0.14$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.23$0.11$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.15$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.32$0.10$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.30$0.10$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.14$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.22$0.07$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.00$1.67$0.07
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$0.12$0.09$0.04