Civic Intelligence

Phi Mu Fraternity Inc

990 • Fiscal year 2023 • EIN 62-0533776

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 05, 2024

400 Westpark DrivePeachtree City, GA 30269

(770) 632-2090

Siviq Scores

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

Liabilities / Assets

56th percentile

0.34x

Higher debt load relative to assets than 56% of similar nonprofits.

2023 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

1.45x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2023

Net Margin

75th percentile

12%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

8th percentile

$183,567

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2023 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2023

Asset Growth

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)7 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

40%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)7 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$31,031,034

Flat from 2023

Net Assets

Flat

$20,427,345

Flat from 2023

Liabilities

Flat

$10,603,689

Flat from 2023

Revenue

Flat

$7,308,750

Flat from 2023

Expenses

Flat

$6,433,972

Flat from 2023

Net Income

Flat

$874,778

Flat from 2023

Historical Trend

Balance Sheet Trend

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: $20,427,3452023Assets 2023: $31,031,034Liabilities 2023: $10,603,689Net Assets 2023: $20,427,3452023

Highlighted filing

2023

Assets$31,031,034
Liabilities$10,603,689
Net Assets$20,427,345

Operations Trend

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: $874,7782023Revenue 2023: $7,308,750Expenses 2023: $6,433,972Net Income 2023: $874,7782023

Highlighted filing

2023

Revenue$7,308,750
Expenses$6,433,972
Net Income$874,778
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 5, 2024
Return Version
2022v5.0
Gross Receipts
$8,143,265
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,381,823$19,176,267▲ $1,794,444
Cash and Non-Interest-Bearing Accounts$4,385,924$3,593,183▼ $792,741
Investments Program Related$1,531,346$1,695,218▲ $163,872
Accounts Receivable$416,325$1,019,736▲ $603,411
Prepaid Expenses and Deferred Charges$861,488$232,815▼ $628,673
Land, Buildings, and Equipment, Net$72,459$131,015▲ $58,556
Inventories for Sale or Use$115,769$117,224▲ $1,455
Total Assets$29,222,626$31,031,034▲ $1,808,408
Other Assets Total$4,457,492$5,065,576▲ $608,084
Liabilities
Escrow Account Liability$8,532,726$9,484,110▲ $951,384
Deferred Revenue$1,543,916$589,936▼ $953,980
Accounts Payable and Accrued Expenses$216,375$272,063▲ $55,688
Other Liabilities-$257,580-
Total Liabilities$10,293,017$10,603,689▲ $310,672
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,929,609$20,427,345▲ $1,497,736
Total Net Assets Fund Balance$18,929,609$20,427,345▲ $1,497,736
Total Liabilities and Net Assets / Fund Balance$29,222,626$31,031,034▲ $1,808,408

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$131,015$563,853$694,868
Investment Program Related Org$26,500--
Other Assets Org$5,065,576--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$4,641,850$103,516▲ $121,899$115,674$4,751,591
2021$4,909,622$155,042▲ $155,673$498,487$4,641,850
2020$4,145,317$727,713▲ $454,519$417,927$4,909,622
2019$3,816,240$120,589▲ $122,521$159,368$4,145,317
2018$9,775,375$86,507▲ $113,242$6,158,884$3,816,240
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Darelene ReyesExecutive DiFT$183,567$183,567
Darelene ReyesExecutive Director-$183,567$183,567
Nancy HamillControllerFT$108,240$108,240
Harah HenshellAsst. Exec.FT$87,331$87,331

Board Members and Trustees

NameTitle
Lynn McgrawNational Pre
Cynthia BlandNational VP
Jeannie PersuitNational VP
June BrydNational VP
Karey NevilleNational VP
Kendra PickensNational VP
Shannon GibbsNational VP
Frances MitchelsonNpc Delegate
Revenue and Support

Revenue Composition

Contributions and Grants
$4,554,641
Program Service Revenue
$1,499,207
Investment Income
$586,295
Other Revenue
$668,607
Change in Net Assets
$874,778

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,308,750
Revenue Not Reported on Form 990
$622,958
Total Revenue per Audited Statements
$7,931,708
Total Revenue per Form 990
$7,308,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,458,727
Salaries, Compensation, and Employee Benefits$1,975,245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$2,176,601$86,379-$2,262,980
Other Salaries and Wages$219,842$1,504,611-$1,724,453
Office Expenses$202,452$236,522-$438,974
Occupancy$1,457$361,723-$363,180
All Other Expenses$18,488$140,214-$158,702
Other Expenses$82,218$53,794-$136,012
Insurance-$132,262-$132,262
Payroll Taxes-$128,948-$128,948
Information Technology-$121,964-$121,964
Pension Plan Contributions-$121,844-$121,844
Fees for Services Legal-$42,472-$42,472
Depreciation Depletion-$29,567-$29,567
Fees for Services Accounting$15,549$11,075-$26,624
Advertising$414$1-$415
Total Functional Expenses$3,101,778$3,332,194$0$6,433,972

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,433,972
Total Expenses per Audited Statements$6,433,972
Total Expenses per Form 990$6,433,972
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payable$257,580
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Sheila mendoza darlene reyes dir. Housing exec. Dir. Sisters -in-law

Form 990, Page 6, Part VI, Line 6

The organization has members.

Form 990, Page 6, Part VI, Line 7A

Each 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.

Form 990, Page 6, Part VI, Line 7B

Decisions that require the approval of delegates to the biennial convention include the right to elect national council members, vote on amendments to phi mu constitution and by laws, vote on convention resolutions, and adopting phi mu policies.

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

Form 990 is prepared by an independent cpa firm and reviewed by the organization's top management. The reviewed form 990 is then forwarded to the board for review and approval prior to filing with the irs.

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

All key 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.

Form 990, Page 6, Part VI, Line 15A

The national council determines the compensation for top official 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.

Form 990, Page 6, Part VI, Line 19

All financial, tax, and legal documents are made available to members of the public upon request to the executive director of phi mu fraternity.

Filing and Contact Details

Filer

Filer Name
Phi Mu Fraternity Inc
EIN
62-0533776
Phone
7706322090
Address
400 WESTPARK DRIVE, PEACHTREE CITY, GA 30269

Signing Officer

Name
Nancy Hamill
Title
Controller
Phone
7706322090
Signed
2024-02-05

Organization Details

Principal Officer
Lynn Mcgraw
Formed
1904
Legal Domicile
Ga
Voting Board Members
7
Independent Board Members
7
Employees
51
Volunteers
150

Preparer

Firm
Agl CPA Group LLC
Address
1870 BUFORD HIGHWAY STE 100, DULUTH, GA 30097
Preparer
Bradley Sienkiewicz
Phone
7706222982
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Cost of goods sold 0 cost of goods sold 0

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 1B

The organization holds certain funds of local chapters to be pooled and placed into investments

Schedule D, Page 2, Part IV, Line 2B

Phi mu holds the housing and development fund as custodian for all of the phi mu chapters to manage and invest the funds on an aggregate basis

Schedule D, Page 4, Part XI, Line 2D

COST OF GOODS SOLD 0

Schedule D, Page 4, Part XII, Line 2D

COST OF GOODS SOLD 0

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IRS990/InventoriesForSaleOrUseGrp/BOYAmt0115769
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0117224
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0163872
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0407101
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0243229
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01531346
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01695218
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017381823
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019176267
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0563853
IRS990/LandBldgEquipBasisNetGrp/BOYAmt072459
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0131015
IRS990/LandBldgEquipCostOrOtherBssAmt0694868
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0834515
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt04415141
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FOUNDED 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt018929609
IRS990/NetAssetsOrFundBalancesEOYAmt020427345
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0179194
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0179194
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0334722
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0334722
IRS990/NetUnrlzdGainsLossesInvstAmt0622958
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt018929609
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020427345
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0361723
IRS990/OccupancyGrp/ProgramServicesAmt01457
IRS990/OccupancyGrp/TotalAmt0363180
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0236522
IRS990/OfficeExpensesGrp/ProgramServicesAmt0202452
IRS990/OfficeExpensesGrp/TotalAmt0438974
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04457492
IRS990/OtherAssetsTotalGrp/EOYAmt05065576
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1REPAIR & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2SERVICES FEES
IRS990/OtherExpensesGrp/Desc3DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0198976
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1161842
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt253794
IRS990/OtherExpensesGrp/ProgramServicesAmt0384734
IRS990/OtherExpensesGrp/ProgramServicesAmt123
IRS990/OtherExpensesGrp/ProgramServicesAmt282218
IRS990/OtherExpensesGrp/TotalAmt0384734
IRS990/OtherExpensesGrp/TotalAmt1198999
IRS990/OtherExpensesGrp/TotalAmt2161842
IRS990/OtherExpensesGrp/TotalAmt3136012
IRS990/OtherLiabilitiesGrp/EOYAmt0257580
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01504611
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0219842
IRS990/OtherSalariesAndWagesGrp/TotalAmt01724453
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0128948
IRS990/PayrollTaxesGrp/TotalAmt0128948
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0121844
IRS990/PensionPlanContributionsGrp/TotalAmt0121844
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0861488
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0232815
IRS990/PrincipalOfficerNm0LYNN MCGRAW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1713990
IRS990/ProgramServiceRevenueGrp/Desc0CHAPTER ACCOUNTING FEES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER REVENUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0951508
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1547699
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0951508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1547699
IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCES AND LEADERSHIP: THE FRATERNITY OFFERS A WIDE RANGE OF LEADERSHIP, CITIZENSHIP, CHARITABLE,AND EDUCATIONAL PROGRAMS FOR ITS UNDERGRADUATE AND ALUMNAE MEMBERS VIA NUMEROUS WORKSHOPS, LECTURES, AND OTHER VENUES. THESE PROGRAMS REPRESENT THE FRATERNITYS ONGOING COMMITMENT TO ITS MEMBERS IN THE ENHANCEMENT OF TEACHING, LEARNING, AND ACHIEVEMENT OF ACADEMIC GOALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02279427
IRS990/ProgSrvcAccomActy3Grp/Desc0CARNATION COLLECTION: REPRESENTS EXPENSES INCURRED IN THE PRODUCTION, PROMOTION, AND SALE OF THE FRATERNITYS LINE OF MERCHANDISE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0199107
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0282458
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03097985
IRS990/PYGrantsAndSimilarPaidAmt013000
IRS990/PYInvestmentIncomeAmt045326
IRS990/PYOtherExpensesAmt02139325
IRS990/PYOtherRevenueAmt0590237
IRS990/PYProgramServiceRevenueAmt01497033
IRS990/PYRevenuesLessExpensesAmt01005817
IRS990/PYSalariesCompEmpBnftPaidAmt02072439
IRS990/PYTotalExpensesAmt04224764
IRS990/PYTotalRevenueAmt05230581
IRS990/ReconcilationRevenueExpnssAmt0874778
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt0139500
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0333885
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0333885
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/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04641850
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0103516
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04751591
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0121899
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0115674
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04909622
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0155042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04641850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0155673
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0498487
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04145317
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0727713
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04909622
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0454519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0417927
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03816240
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0120589
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04145317
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122521
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0159368
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09775375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt086507
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03816240
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0113242
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt06158884
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt06433972
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt01668718
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt126500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT IN REAL ESTATE HOLDING
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1INVESTMENT IN HOUSING CORPORATION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0622958
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05065576
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM PHI MU HC
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0131015
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0563853
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0694868
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0257580
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RELATED PARTY PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0622958
IRS990ScheduleD/RevenueSubtotalAmt07308750
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HOLDS CERTAIN FUNDS OF LOCAL CHAPTERS TO BE POOLED AND PLACED INTO INVESTMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PHI MU HOLDS THE HOUSING AND DEVELOPMENT FUND AS CUSTODIAN FOR ALL OF THE PHI MU CHAPTERS TO MANAGE AND INVEST THE FUNDS ON AN AGGREGATE BASIS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF GOODS SOLD 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 1B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0131015
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05065576
IRS990ScheduleD/TotalBookValueProgramRltdAmt01695218
IRS990ScheduleD/TotalExpensesPerForm990Amt06433972
IRS990ScheduleD/TotalLiabilityAmt0257580
IRS990ScheduleD/TotalRevenuePerForm990Amt07308750
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07931708
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06433972
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0183567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DARELENE REYES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0183567
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHEILA MENDOZA DARLENE REYES DIR. HOUSING EXEC. DIR. SISTERS -IN-LAW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH 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.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$31.0$10.6$20.4$7.31$6.43$0.87
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