Civic Intelligence

Phi Mu Fraternity Inc

990 • Fiscal year 2011 • EIN 62-0533776

Jul 01, 2010 to Jun 30, 2011 • Filed on Oct 28, 2011

Organization ProfileWWW.PHIMU.ORG
400 Westpark Drive30269
Siviq Scores

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

Liabilities / Assets

41st percentile

0.23x

Higher debt load relative to assets than 41% of similar nonprofits.

2011 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets41st percentile

Assets

$13,038,622

No earlier filing loaded for comparison.

Net Assets

$10,018,898

No earlier filing loaded for comparison.

Liabilities

$3,019,724

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,572,479

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2011: $13,038,622Liabilities 2011: $3,019,724Net Assets 2011: $10,018,8982011Assets 2012: $16,927,047Liabilities 2012: $6,230,110Net Assets 2012: $10,696,9372012Assets 2013: $16,693,542Liabilities 2013: $5,159,493Net Assets 2013: $11,534,0492013Assets 2014: $16,750,841Liabilities 2014: $4,117,355Net Assets 2014: $12,633,4862014Assets 2015: $16,842,815Liabilities 2015: $3,556,756Net Assets 2015: $13,286,0592015Assets 2016: $18,020,342Liabilities 2016: $4,690,178Net Assets 2016: $13,330,1642016Assets 2017: $18,253,560Liabilities 2017: $4,611,136Net Assets 2017: $13,642,4242017Assets 2018: $19,824,841Liabilities 2018: $5,929,068Net Assets 2018: $13,895,7732018Assets 2019: $21,115,199Liabilities 2019: $7,098,333Net Assets 2019: $14,016,8662019Assets 2020: $23,040,281Liabilities 2020: $8,440,189Net Assets 2020: $14,600,0922020Assets 2021: $29,811,184Liabilities 2021: $10,516,321Net Assets 2021: $19,294,8632021Assets 2022: $29,222,626Liabilities 2022: $10,293,017Net Assets 2022: $18,929,6092022Assets 2023: $31,031,034Liabilities 2023: $10,603,689Net Assets 2023: $20,427,3452023

Highlighted filing

2011

Assets$13,038,622
Liabilities$3,019,724
Net Assets$10,018,898
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,572,4792011Expenses 2012: $2,821,5742012Expenses 2013: $4,674,3852013Revenue 2014: $4,793,254Expenses 2014: $3,815,358Net Income 2014: $977,8962014Revenue 2015: $5,930,329Expenses 2015: $5,713,158Net Income 2015: $217,1712015Revenue 2016: $5,470,181Expenses 2016: $5,623,340Net Income 2016: -$153,1592016Revenue 2017: $7,092,065Expenses 2017: $7,034,355Net Income 2017: $57,7102017Revenue 2018: $6,155,305Expenses 2018: $5,593,019Net Income 2018: $562,2862018Revenue 2019: $7,375,193Expenses 2019: $7,466,609Net Income 2019: -$91,4162019Revenue 2020: $5,908,861Expenses 2020: $5,293,220Net Income 2020: $615,6412020Revenue 2021: $6,223,059Expenses 2021: $3,050,330Net Income 2021: $3,172,7292021Revenue 2022: $5,230,581Expenses 2022: $4,224,764Net Income 2022: $1,005,8172022Revenue 2023: $7,308,750Expenses 2023: $6,433,972Net Income 2023: $874,7782023

Highlighted filing

2011

Revenue-
Expenses$3,572,479
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Oct 28, 2011
Return Version
2010v3.4
Gross Receipts
$5,629,289
Mission and Program Overview

Mission

Founded in 1852, phi mu is a women's organization which provides personal and academic development, service to others, commitment to excellence, and lifelong friendship through a shared tradition.

Major Activities

Activity 2
Leadership conference: held annually, this event offers a concentrated opportunity for teaching, training, exchanging of ideas, and discussion of numerous topics for undergraduate and alumnae members.
Activity 3
Aglaia magazine: publication and distribution of quarterly magazine. Approximately 154,000 copies are published and distributed per year.
Filing and Contact Details

Filer

EIN
62-0533776
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0PHI MU FRATERNITY OWNS HISTORICAL DOCUMENTS, BADEGES, MEMORABILIA, AND PAINTINGS THAT IT MAINTAINS TO PRESERVE THE ORGANIZATION'S HISTORY. THESE ITEMS HAVE NOT BEEN CAPITALIZED IN THE FRATERNITY'S FINANCIAL STATEMENTS DUE TO THEIR PRICELESS NATURE.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1PHI MU FRATERNITY HOLDS THE HOUSING AND DEVELOPMENT FUND AS A CUSTODIAN FOR ALL OF THE PHI MU CHAPTERS TO MANAGE AND INVEST THE FUNDS ON AN AGGREGATE BASIS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2PER THE FRATERNITY'S CONSTITUTION AND BYLAWS, IT IS REQUIRED THAT ALL ENDOWMENT FUNDS BE RETURNED TO A CHAPTER ONCE THAT CHAPTER HAS REOPENED AND BECOME ACTIVE IN THE OPERATIONS OF THE FRATERNITY. IF THE CHAPTER DOES NOT REOPEN WITHIN 20 YEARS OF CLOSING, THE FUNDS WILL BE TRANSFERRED TO THE FRATERNITY'S GENERAL OPERATING FUND. THE MEMORIAL HEADQUARTERS BUILDING FUNDS ARE USED FOR CONTRUCTION, MAJOR EXPENDITURES AND REMODELING OF THE MEMORIAL HEADQUARTERS BUILDING. THE LIFE MEMBERSHIP ENDOWMENT FUNDS MAY BE INVESTED, LOANED TO CHAPTER HOUSE CORPORATIONS, USED TO PAY SCHOLARSHIP AWARDS, OR USED FOR OTHER SPECIAL NEEDS. THE ALPHA MEMORIAL FUNDS ARE PRIMARILY TO PAY OUT SCHOLARSHIP AWARDS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3INCOME TAX STATUS: PHI MU FRATERNITY, ALPHA NU HOUSING CORPORATION, INC., PHI MU FRATERNITY HOUSING CORPORATION, AND DELTA BETA BUILDING ASSOCIATION HAVE BEEN GRANTED EXEMPTION BY THE INTERNAL REVENUE SERVICE FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE, RESPECTIVELY. HOWEVER, THE ORGANIZATIONS ARE REQUIRED TO PAY TAXES ON THE NET INCOME RECEIVED FROM ACTIVITIES UNRELATED TO THEIR EXEMPT PURPOSE. NET INVESTMENT INCOME OF THE FRATERNITY IS TAXABLE AS UNRELATED BUSINESS INCOME, UNLESS IT IS SET ASIDE FOR EDUCATIONAL, CHARITABLE, LEADERSHIP AND CITIZENSHIP PURPOSES. EACH YEAR, THE FRATERNITY ADOPTS A RESOLUTION TO SET ASIDE ALL OF ITS INVESTMENT INCOME FOR THESE PURPOSES. THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS RELEASED FASB ASC TOPIC 740, INCOME TAXES, WHICH PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED, AND DISCLOSED IN FINANCIAL STATEMENTS. ADOPTION OF FASB ASC 740, INCOME TAXES, IS REQUIRED FOR FISCAL YEARS BEGINNING AFTER DECEMBER 15, 2008. THE FRATERNITY EVALUATES ITS UNCERTAIN TAX PROVISIONS USING THE PROVISIONS OF FASB ASC TOPIC 450, CONTINGENCIES. MANAGEMENT BELIEVES THERE ARE NO MATERIAL ESTIMATES THAT SHOULD BE ACCRUED AS OF JUNE 30, 2011 AND 2010.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4INSURANCE REIMBURSEMENTS RECLASSED TO INCOME -367,281 DIRECT EXPENSES 1,168,437 DIRECT EXPENSES -1,168,437 INSURANCE REIMBURSEMENTS RECLASSED TO INCOME 367,281
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation5INSURANCE REIMBURSEMENTS RECLASSED TO INCOME 367,281 DIRECT EXPENSES -1,168,437
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation6DIRECT EXPENSES -1,168,437 INSURANCE REIMBURSEMENTS RECLASSED TO INCOME 367,281
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0COLLECTIONS AND RELATION TO EXEMPT PURPOSE
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1ESCROW LIABILITY ARRANGEMENT EXPLANATION
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2INTENDED USES FOR ENDOWMENT FUNDS
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3LIABILITY UNDER FIN 48 FOOTNOTE
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier4RECONCILIATION OF CHANGES - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier5REVENUE AMOUNTS INCLUDED ON RETURN - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier6EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference3SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference4SCHEDULE D, PAGE 4, PART XI, LINE 8
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference5SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference6SCHEDULE D, PAGE 4, PART XIII, LINE 4B
IRS990ScheduleD/IncludedOnFS0true
IRS990ScheduleD/InvestmentsProgramRelated/BookValue02327041
IRS990ScheduleD/InvestmentsProgramRelated/BookValue126500
IRS990ScheduleD/InvestmentsProgramRelated/Description0INVESTMENT IN REAL ESTATE HOLDING CO
IRS990ScheduleD/InvestmentsProgramRelated/Description1INVESTMENT IN HOUSING CORPORATION
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation0F
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation1F
IRS990ScheduleD/NetUnrealizedGainsInvestments0-11196
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-11196
IRS990ScheduleD/OtherExpensesNotIncluded0-801156
IRS990ScheduleD/OtherLandBuildings/BookValue073949
IRS990ScheduleD/OtherLandBuildings/Depreciation0196118
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0270067
IRS990ScheduleD/OtherLiabilities/Amount0485572
IRS990ScheduleD/OtherLiabilities/Amount1150
IRS990ScheduleD/OtherLiabilities/Description0DUE TO PHI MU HOUSING CORPORATION
IRS990ScheduleD/OtherLiabilities/Description1DUE TO CHAPTERS
IRS990ScheduleD/OtherLiabilities/Description2DUE TO ALPHA NU HOUSING CORPORATION
IRS990ScheduleD/OtherRevenuesNotIncluded0-801156
IRS990ScheduleD/RevenueNotRptdF9900-11196
IRS990ScheduleD/RevenueNotRptdOnFinStmt0-801156
IRS990ScheduleD/RevenueSubtotal05262008
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TotalAdjustments0-11196
IRS990ScheduleD/TotalExpenses03572479
IRS990ScheduleD/TotalExpensesPerForm99003572479
IRS990ScheduleD/TotalOfAmounts0485722
IRS990ScheduleD/TotalOfBookValueLandBuildings073949
IRS990ScheduleD/TotalOfBookValueProgramRelated02353541
IRS990ScheduleD/TotalRevenue04460852
IRS990ScheduleD/TotalRevenuePerForm99004460852
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt04373635
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt05250812
IRS990ScheduleD/WrittenPolicyMonitoring0false
IRS990ScheduleG/AllStates0All States
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1021168
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal021168
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1021168
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents021168
IRS990ScheduleG/EventsInformation/NameOfEvent10FOUNDERS DAY
IRS990ScheduleG/EventsInformation/NetIncomeSummary021168
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0PHI MU HAS ONLY ONE CLASS OF MEMBERSHIP -- INITIATED MEMBERS
IRS990ScheduleO/GeneralExplanation/Explanation1EACH CHARTERED CHAPTER HAS THE RIGHT TO SEND A DELEGATE TO THE BIENNIAL CONVENTION WHERE THE DELEGATE IS ALLOWED ONE VOTE ON ALL FRATERNITY BUSINESS. APPOINTED AND ELECTED OFFICERS ARE ALSO DELEGATES AT THE BIENNIAL CONVENTION AND HAVE VOTING RIGHTS ON ALL FRATERNITY BUSINESS DECIDED AT THE CONVENTION.
IRS990ScheduleO/GeneralExplanation/Explanation2DECISIONS THAT REQUIRE THE APPROVAL OF DELEGATES TO THE BIENNIAL CONVENTION INCLUDE THE RIGHT TO ELECT NATIONAL COUNCIL MEMBERS, VOTE ON AMENDMENTS TO THE PHI MU CONSTITUTION AND BYLAWS, VOTE ON CONVENTION RESOLUTIONS AND VOTE ON ADOPTING PHI MU POLICIES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FRATERNITY MAINTAINS A CONSTITUTION AND BYLAWS THAT GOVERN THE ACTIVITIES OF THE CHAPTERS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE 990 IS PROVIDED TO ALL MEMBERS OF THE PHI MU FRATERNITY BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. A VOTE IS TAKEN APPROVING THE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation5ALL MEMBERS AND KEY EMPLOYEES OF THE PHI MU FRATERNITY BOARD OF DIRECTORS MUST ANNUALLY FILE A CONFLICT OF INTEREST FORM. MEMBERS MAY NOT VOTE ON ANY ISSUE RELATED TO ANY DISCLOSED CONFLICT.
IRS990ScheduleO/GeneralExplanation/Explanation6THE NATIONAL COUNCIL DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. ANNUALLY, THE NATIONAL COUNCIL REVIEWS THE EXECUTIVE DIRECTOR SALARY, REVIEWS COMPARABLE SALARIES FOR EXECUTIVE DIRECTORS OF COMPARABLE ORGANIZATIONS, INCLUDING OTHER SORORITIES. THE DECISION ON COMPENSATION IS VOTED ON BY THE NATIONAL COUNCIL.
IRS990ScheduleO/GeneralExplanation/Explanation7ALL FINANCIAL, TAX, AND LEGAL DOCUMENTS ARE MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST TO THE EXECUTIVE DIRECTOR OF PHI MU FRATERNITY.
IRS990ScheduleO/GeneralExplanation/Identifier0CLASSES OF MEMBERS OR STOCKHOLDERS
IRS990ScheduleO/GeneralExplanation/Identifier1ELECTION OF MEMBERS AND THEIR RIGHTS
IRS990ScheduleO/GeneralExplanation/Identifier2DECISIONS SUBJECT TO APPROVAL OF MEMBERS

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,038,622
Liabilities
$3,019,724
Net assets
$10,018,898
Revenue
-
Expenses
$3,572,479
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$31.0$10.6$20.4$7.31$6.43$0.87
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$10.3$18.9$5.23$4.22$1.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.8$10.5$19.3$6.22$3.05$3.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$8.44$14.6$5.91$5.29$0.62
2019Summary only. Only limited summary data is available for this year.$21.1$7.10$14.0$7.38$7.47$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$5.93$13.9$6.16$5.59$0.56
2017Summary only. Only limited summary data is available for this year.$18.3$4.61$13.6$7.09$7.03$0.06
2016Detailed filing. Detailed filing data is available for this year.$18.0$4.69$13.3$5.47$5.62$0.15
2015Detailed filing. Detailed filing data is available for this year.$16.8$3.56$13.3$5.93$5.71$0.22
2014Detailed filing. Detailed filing data is available for this year.$16.8$4.12$12.6$4.79$3.82$0.98
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$5.16$11.5$4.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$6.23$10.7$2.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$3.02$10.0$3.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)7 • $10M-$25M nonprofits