Civic Intelligence

Phi Mu Alpha Sinfonia Fraternity of America

990 • Fiscal year 2020 • EIN 61-0435245

Jun 01, 2019 to May 31, 2020 • Filed on Apr 09, 2021

10600 Old State RoadEvansville, IN 47711

(812) 867-2433

Siviq Scores

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

Liabilities / Assets

78th percentile

0.58x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.77x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-15%

Higher net margin than 14% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$156,685

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-8.4%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,339,469

Down $122,274 (-8.4%) from 2019

Net Assets

Down

$563,656

Down $162,226 (-22%) from 2019

Liabilities

Up

$775,813

Up $39,952 (+5.4%) from 2019

Revenue

Down

$1,001,311

Down $742,961 (-43%) from 2019

Expenses

Down

$1,153,591

Down $1,421,181 (-55%) from 2019

Net Income

Up

-$152,280

Up $678,220 (+82%) from 2019

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$0-$1.0MAssets 2011: $1,461,323Liabilities 2011: $461,608Net Assets 2011: $999,7152011Assets 2012: $1,834,617Liabilities 2012: $641,055Net Assets 2012: $1,193,5622012Assets 2013: $1,941,936Liabilities 2013: $414,197Net Assets 2013: $1,527,7392013Assets 2014: $2,152,297Liabilities 2014: $430,803Net Assets 2014: $1,721,4942014Assets 2015: $2,351,071Liabilities 2015: $529,406Net Assets 2015: $1,821,6652015Assets 2016: $1,866,253Liabilities 2016: $311,301Net Assets 2016: $1,554,9522016Assets 2017: $2,006,463Liabilities 2017: $417,515Net Assets 2017: $1,588,9482017Assets 2018: $2,240,112Liabilities 2018: $684,015Net Assets 2018: $1,556,0972018Assets 2019: $1,461,743Liabilities 2019: $735,861Net Assets 2019: $725,8822019Assets 2020: $1,339,469Liabilities 2020: $775,813Net Assets 2020: $563,6562020Assets 2021: $1,260,521Liabilities 2021: $913,438Net Assets 2021: $347,0832021Assets 2022: $1,513,364Liabilities 2022: $1,534,182Net Assets 2022: -$20,8182022Assets 2024: $1,805,282Liabilities 2024: $1,835,585Net Assets 2024: -$30,3032024

Highlighted filing

2020

Assets$1,339,469
Liabilities$775,813
Net Assets$563,656

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,113,064Expenses 2011: $934,003Net Income 2011: $179,0612011Expenses 2012: $938,1962012Revenue 2013: $1,628,800Expenses 2013: $1,318,577Net Income 2013: $310,2232013Revenue 2014: $1,257,917Expenses 2014: $1,082,700Net Income 2014: $175,2172014Revenue 2015: $1,307,155Expenses 2015: $1,190,129Net Income 2015: $117,0262015Revenue 2016: $1,737,923Expenses 2016: $1,990,266Net Income 2016: -$252,3432016Revenue 2017: $1,308,459Expenses 2017: $1,294,153Net Income 2017: $14,3062017Revenue 2018: $1,264,565Expenses 2018: $1,307,612Net Income 2018: -$43,0472018Revenue 2019: $1,744,272Expenses 2019: $2,574,772Net Income 2019: -$830,5002019Revenue 2020: $1,001,311Expenses 2020: $1,153,591Net Income 2020: -$152,2802020Revenue 2021: $817,325Expenses 2021: $1,275,413Net Income 2021: -$458,0882021Revenue 2022: $856,540Expenses 2022: $1,217,697Net Income 2022: -$361,1572022Revenue 2024: $865,567Expenses 2024: $545,405Net Income 2024: $320,1622024

Highlighted filing

2020

Revenue$1,001,311
Expenses$1,153,591
Net Income-$152,280
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 9, 2021
Return Version
2019v5.2
Gross Receipts
$1,222,983
Mission and Program Overview

Mission

The fraternity is dedicated to the development of the best and truest fraternal spirit, the mutual welfare and brotherhood of musical students, the advancement of music in america, and a loyalty to the alma mater.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$577,529$550,571▼ $26,958
Savings and Temporary Cash Investments$384,712$390,853▲ $6,141
Investments in Publicly Traded Securities$238,772$209,976▼ $28,796
Inventories for Sale or Use$197,762$149,285▼ $48,477
Prepaid Expenses and Deferred Charges$59,075$34,505▼ $24,570
Cash and Non-Interest-Bearing Accounts$2,185$2,821▲ $636
Accounts Receivable$1,708$1,458▼ $250
Total Assets$1,461,743$1,339,469▼ $122,274
Liabilities
Deferred Revenue$301,637$330,465▲ $28,828
Accounts Payable and Accrued Expenses$232,305$267,722▲ $35,417
Mortgage Notes Payable Secured by Investment Property$201,919$177,626▼ $24,293
Total Liabilities$735,861$775,813▲ $39,952
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$655,466$492,459▼ $163,007
Net Assets With Donor Restrictions$70,416$71,197▲ $781
Total Net Assets Fund Balance$725,882$563,656▼ $162,226
Total Liabilities and Net Assets / Fund Balance$1,461,743$1,339,469▼ $122,274

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$182,119$293,275$475,394
Other Land Buildings$183,524$85,799$269,323
Equipment$62,840$108,429$171,269
Land$122,088-$122,088
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward KlintExecutive DirectorFT$156,135$550$156,685

Board Members and Trustees

NameTitle
Mark R LichtenbergPresident
John M IsraelFormer Vice President
David E Fidler IiFormer Secretary-treasurer
John MongioviNational Historian
Revenue and Support

Revenue Composition

Contributions and Grants
$30,621
Program Service Revenue
$938,179
Investment Income
$15,556
Other Revenue
$16,955
All Other Contributions
$30,621
Change in Net Assets
$-152,280
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$686,746
Salaries, Compensation, and Employee Benefits$466,845
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$235,412
Current Officers, Directors, Trustees, and Key Employees---$158,566
Conferences and Meetings---$92,817
Fees for Services Legal---$75,526
Depreciation Depletion---$62,959
Occupancy---$51,479
Information Technology---$43,181
Other Employee Benefits---$37,854
Payroll Taxes---$30,726
Office Expenses---$26,997
Other Expenses---$25,414
Interest---$22,101
Insurance---$17,776
All Other Expenses---$17,164
Fees for Services Accounting---$9,665
Fees for Services Other---$5,617
Pension Plan Contributions---$4,287
Fees for Service Investment Mgmnt Fees---$1,074
Total Functional Expenses$0$0$0$1,153,591
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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, Part VI, Section A, Line 6

See explanation in schedule o, form 990, part vi, section a, line 7a.

Form 990, Part VI, Section A, Line 7A

The national president and the national vice president shall be elected and installed at the national convention by its members.

Form 990, Part VI, Section B, Line 11B

Upon receipt of the draft tax returns from the external accounting firm, the controller and the executive director review the returns with the members of the national executive committee's finance committee, who have the experience and financial acumen to understand the filings and provide proper fiduciary oversight. The returns are approved for filing by the finance committee, and presented to the national executive committee for review at the next available meeting following the filing date.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed and signed annually by any national officer, member of the national executive committee, or key employee, who are required to disclose any potential conflicts of interest at the time the signed disclosure form is submitted, or at any point in time when the individual becomes, or is made, aware of a potential conflict. Conflicts are reported in writing to the national president and the executive director, who may request additional information and investigate the conflict situation. Members who are under investigation for potential conflicts of interest are not allowed to participate in any debates, deliberations or decisions while the investigation is in progress. Members with disclosed and identified conflicts of interest are not allowed to participate in deliberation or decisions which involve matters in which a conflict of interest exists.

Form 990, Part VI, Section B, Line 15

Any compensation increases for the executive director is determined by the national president/national executive committee.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policies, and financial statements are made available to members on an annual basis. These documents are also summarized at the tri-annual conference in the treasurer's report. Any other documents not provided are available upon request at any time.

Filing and Contact Details

Filer

Filer Name
Phi Mu Alpha Sinfonia Fraternity
EIN
61-0435245
Phone
8128672433
Address
10600 OLD STATE ROAD, EVANSVILLE, IN 47711

Signing Officer

Name
Edward Klint
Title
Executive Director
Phone
8128672433
Signed
2021-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Klint
Formed
1904
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
9
Volunteers
450

Preparer

Firm
Vonlehman & Company Inc
Address
5975 CASTLE CREEK PARKWAY N DR STE, 400, INDIANAPOLIS, IN 46250
Preparer
Yvonne B De Calonne
Phone
3174690169
Supplemental Narrative

Additional Explanations

990 Part XII Line 2C

The process has not changed from the prior year.

Raw XML Appendix385 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0232305
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0267722
IRS990/AccountsReceivableGrp/BOYAmt01708
IRS990/AccountsReceivableGrp/EOYAmt01458
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FRATERNITY IS DEDICATED TO THE DEVELOPMENT OF THE BEST AND TRUEST FRATERNAL SPIRIT, THE MUTUAL WELFARE AND BROTHERHOOD OF MUSICAL STUDENTS, THE ADVANCEMENT OF MUSIC IN AMERICA, AND A LOYALTY TO THE ALMA MATER.
IRS990/AllOtherContributionsAmt030621
IRS990/AllOtherExpensesGrp/TotalAmt017164
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY CARIE
IRS990/BooksInCareOfDetail/PhoneNum08128672433
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010600 OLD STATE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0EVANSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047711
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02185
IRS990/CashNonInterestBearingGrp/EOYAmt02821
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0158566
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt092817
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt0194864
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt030621
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015556
IRS990/CYOtherExpensesAmt0686746
IRS990/CYOtherRevenueAmt016955
IRS990/CYProgramServiceRevenueAmt0938179
IRS990/CYRevenuesLessExpensesAmt0-152280
IRS990/CYSalariesCompEmpBnftPaidAmt0466845
IRS990/CYTotalExpensesAmt01153591
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01001311
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0301637
IRS990/DeferredRevenueGrp/EOYAmt0330465
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt062959
IRS990/Desc0PHI MU ALPHA CONTINUED TO EXPAND ITS INVOLVEMENT IN NATIONAL PARTNERSHIP PROGRAMS AND EVENTS IN 2019-20. THE FRATERNITY MAINTAINS PRIMARY NATIONAL PARTNERSHIPS WITH THE MIDWEST CLINIC, DRUM CORPS INTERNATIONAL, THE BARBERSHOP HARMONY SOCIETY AND THE TEXAS MUSIC EDUCATORS ASSOCIATION, AND CONTINUES TO ADD TO ITS PARTNER PROGRAMS ANNUALLY. THE INVESTMENT IN PARTNER PROGRAMS IS GEARED TOWARD INCREASED CONTACT AND ENGAGEMENT WITH ALUMNI MEMBERS WHO PARTICIPATE IN OUR PARTNER ORGANIZATIONS. SINFONIA EXPANDED ITS PRESENCE AT THE MIDWEST CLINIC, AND SIGNIFICANTLY EXPANDED ITS PRESENCE AT THE 100TH ANNIVERSARY TMEA CONVENTION IN SAN ANTONIA IN FEBRUARY, 2020. PARTICIPATION AND ENGAGEMENT CONTINUED TO INCREASE IN 2019-20, AND THE FRATERNITY INTERACTS ANNUALLY WITH MORE THAN 5,000 ALUMNI THROUGH THESE PROGRAMS, WHICH ALSO FULFILL OUR OBJECT BY SUPPORTING COMPANION ORGANIZATIONS WHO ADVANCE THE CAUSE OF MUSIC IN AMERICA.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt070416
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt071197
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt09665
IRS990/FeesForServicesLegalGrp/TotalAmt075526
IRS990/FeesForServicesOtherGrp/TotalAmt05617
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01074
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt460.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4550
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK R LICHTENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN M ISRAEL
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID E FIDLER II
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN MONGIOVI
IRS990/Form990PartVIISectionAGrp/PersonNm4EDWARD KLINT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4156135
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FORMER VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3NATIONAL HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01904
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05822
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt032630
IRS990/GrossReceiptsAmt01222983
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GrossSalesOfInventoryAmt0184285
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt043181
IRS990/InitiationFeesAndCapContriAmt0183229
IRS990/InsuranceGrp/TotalAmt017776
IRS990/InterestGrp/TotalAmt022101
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0197762
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0149285
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09734
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt09734
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0238772
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0209976
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0487503
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0577529
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0550571
IRS990/LandBldgEquipCostOrOtherBssAmt01038074
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026808
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FRATERNITY IS DEDICATED TO THE DEVELOPMENT OF THE BEST AND TRUEST FRATERNAL SPIRIT, THE MUTUAL WELFARE AND BROTHERHOOD OF MUSICAL STUDENTS, THE ADVANCEMENT OF MUSIC IN AMERICA, AND A LOYALTY TO THE ALMA MATER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0201919
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0177626
IRS990/NetAssetsOrFundBalancesBOYAmt0725882
IRS990/NetAssetsOrFundBalancesEOYAmt0563656
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05822
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt05822
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-10579
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-10579
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9946
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0655466
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0492459
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt051479
IRS990/OfficeExpensesGrp/TotalAmt026997
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037854
IRS990/OtherExpensesGrp/Desc0FRATERNITY OPERATION
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2STAFFING EXPENSE
IRS990/OtherExpensesGrp/Desc3OUTREACH PROGRAMS
IRS990/OtherExpensesGrp/TotalAmt0134588
IRS990/OtherExpensesGrp/TotalAmt164095
IRS990/OtherExpensesGrp/TotalAmt236293
IRS990/OtherExpensesGrp/TotalAmt325414
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04381
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04381
IRS990/OtherRevenueTotalAmt04381
IRS990/OtherSalariesAndWagesGrp/TotalAmt0235412
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt030726
IRS990/PensionPlanContributionsGrp/TotalAmt04287
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059075
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034505
IRS990/PrincipalOfficerNm0EDWARD KLINT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1LEADERSHIP INSTITUTE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0925104
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0925104
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113075
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FRATERNITY INVESTED IN A NEW FORMAT FOR COLLEGIATE LEADERSHIP EDUCATION WITH THE FIRST 'SINFONIA SUMMIT' EVENT IN 2019. THE EVENT PROVIDES A DEEP DIVE FOR COLLEGIATE CHAPTER OFFICERS INTO THE HISTORY, TRADITIONS, AND OBJECT OF THE FRATERNITY, AND PROVIDES THEM WITH EXPOSURE TO OUTSTANDING SPEAKERS AND PRESENTERS ON TOPICS RELEVANT TO DEVELOPING LEADERSHIP SKILLS. THE SUMMIT OFFERED NEW PROGRAMMING TO ASSIST CHAPTERS IN IMPLEMENTING OR IMPROVING CHAPTER MUSICAL ACTIVITIES, CULMINATING IN THE PERFORMANCE OF FOUR MILLS MUSIC MISSIONS IN THE LOCAL COMMUNITY BY THE MEMBERS IN ATTENDANCE.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FRATERNITY ALSO CONTINUED TO EXPAND ITS INVESTMENT IN CHAPTER OUTREACH PROGRAMS, AND STRENGTHENED ITS RISK MANAGEMENT EDUCATION OFFERINGS FOR THE 2019-20 SCHOOL YEAR. THIS REMAINS A SIGNIFICANT PROGRAM EXPENDITURE, AND HAS OFFERED CONSIDERABLE RETURN IN THE FORM OF IMPROVED LOCAL CHAPTER RISK MANAGEMENT PROGRAMS AND PARTICIPATION.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt013400
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011454
IRS990/PYOtherExpensesAmt02054622
IRS990/PYOtherRevenueAmt045753
IRS990/PYProgramServiceRevenueAmt01673665
IRS990/PYRevenuesLessExpensesAmt0-830500
IRS990/PYSalariesCompEmpBnftPaidAmt0520150
IRS990/PYTotalExpensesAmt02574772
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01744272
IRS990/ReconcilationRevenueExpnssAmt0-152280
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt023153
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt023153
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0384712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0390853
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0182119
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0293275
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0475394
IRS990ScheduleD/EquipmentGrp/BookValueAmt062840
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0108429
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0171269
IRS990ScheduleD/LandGrp/BookValueAmt0122088
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0122088
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0183524
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt085799
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0269323
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0550571
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0156135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt0550
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0EDWARD KLINT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0156685
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE EXPLANATION IN SCHEDULE O, FORM 990, PART VI, SECTION A, LINE 7A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NATIONAL PRESIDENT AND THE NATIONAL VICE PRESIDENT SHALL BE ELECTED AND INSTALLED AT THE NATIONAL CONVENTION BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON RECEIPT OF THE DRAFT TAX RETURNS FROM THE EXTERNAL ACCOUNTING FIRM, THE CONTROLLER AND THE EXECUTIVE DIRECTOR REVIEW THE RETURNS WITH THE MEMBERS OF THE NATIONAL EXECUTIVE COMMITTEE'S FINANCE COMMITTEE, WHO HAVE THE EXPERIENCE AND FINANCIAL ACUMEN TO UNDERSTAND THE FILINGS AND PROVIDE PROPER FIDUCIARY OVERSIGHT. THE RETURNS ARE APPROVED FOR FILING BY THE FINANCE COMMITTEE, AND PRESENTED TO THE NATIONAL EXECUTIVE COMMITTEE FOR REVIEW AT THE NEXT AVAILABLE MEETING FOLLOWING THE FILING DATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY ANY NATIONAL OFFICER, MEMBER OF THE NATIONAL EXECUTIVE COMMITTEE, OR KEY EMPLOYEE, WHO ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AT THE TIME THE SIGNED DISCLOSURE FORM IS SUBMITTED, OR AT ANY POINT IN TIME WHEN THE INDIVIDUAL BECOMES, OR IS MADE, AWARE OF A POTENTIAL CONFLICT. CONFLICTS ARE REPORTED IN WRITING TO THE NATIONAL PRESIDENT AND THE EXECUTIVE DIRECTOR, WHO MAY REQUEST ADDITIONAL INFORMATION AND INVESTIGATE THE CONFLICT SITUATION. MEMBERS WHO ARE UNDER INVESTIGATION FOR POTENTIAL CONFLICTS OF INTEREST ARE NOT ALLOWED TO PARTICIPATE IN ANY DEBATES, DELIBERATIONS OR DECISIONS WHILE THE INVESTIGATION IS IN PROGRESS. MEMBERS WITH DISCLOSED AND IDENTIFIED CONFLICTS OF INTEREST ARE NOT ALLOWED TO PARTICIPATE IN DELIBERATION OR DECISIONS WHICH INVOLVE MATTERS IN WHICH A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY COMPENSATION INCREASES FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE NATIONAL PRESIDENT/NATIONAL EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO MEMBERS ON AN ANNUAL BASIS. THESE DOCUMENTS ARE ALSO SUMMARIZED AT THE TRI-ANNUAL CONFERENCE IN THE TREASURER'S REPORT. ANY OTHER DOCUMENTS NOT PROVIDED ARE AVAILABLE UPON REQUEST AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6990 PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01461743
IRS990/TotalAssetsEOYAmt01339469
IRS990/TotalAssetsGrp/BOYAmt01461743
IRS990/TotalAssetsGrp/EOYAmt01339469
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt030621
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/TotalAmt01153591
IRS990/TotalGrossUBIAmt038709
IRS990/TotalLiabilitiesBOYAmt0735861
IRS990/TotalLiabilitiesEOYAmt0775813
IRS990/TotalLiabilitiesGrp/BOYAmt0735861
IRS990/TotalLiabilitiesGrp/EOYAmt0775813
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0725882
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0563656
IRS990/TotalOtherCompensationAmt0550
IRS990/TotalProgramServiceRevenueAmt0938179
IRS990/TotalReportableCompFromOrgAmt0156135
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0931981
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01001311
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt038709
IRS990/TotalVolunteersCnt0450
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01461743
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01339469
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010600 OLD STATE ROAD
IRS990/USAddress/CityNm0EVANSVILLE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047711
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SINFONIA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD KLINT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08128672433
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI MU ALPHA SINFONIA FRATERNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF AMERICA
ReturnHeader/Filer/BusinessNameControlTxt0PHIM
ReturnHeader/Filer/EIN0610435245
ReturnHeader/Filer/PhoneNum08128672433
ReturnHeader/Filer/USAddress/AddressLine1Txt010600 OLD STATE ROAD
ReturnHeader/Filer/USAddress/CityNm0EVANSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310905417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VONLEHMAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05975 CASTLE CREEK PARKWAY N DR STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046250
ReturnHeader/PreparerPersonGrp/PhoneNum03174690169
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE B DE CALONNE
ReturnHeader/ReturnTs02021-04-13T08:08:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$1.84$0.03$0.87$0.55$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$1.53$0.02$0.86$1.22$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.91$0.35$0.82$1.28$0.46
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.78$0.56$1.00$1.15$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.74$0.73$1.74$2.57$0.83
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.68$1.56$1.26$1.31$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.42$1.59$1.31$1.29$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.31$1.55$1.74$1.99$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.53$1.82$1.31$1.19$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.43$1.72$1.26$1.08$0.18
2013Summary only. Only limited summary data is available for this year.$1.94$0.41$1.53$1.63$1.32$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.64$1.19$0.94
2011Summary only. Only limited summary data is available for this year.$1.46$0.46$1.00$1.11$0.93$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)7 • $1M-$5M nonprofits