Civic Intelligence

Phi Mu Foundation Inc

990 • Fiscal year 2012 • EIN 62-6042543

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 21, 2012

400 Westpark Drive30269
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

54th percentile

3.0%

Faster asset growth than 54% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$10,843,081

Up $315,236 (+3.0%) from 2011

Net Assets

Up

$10,843,081

Up $315,236 (+3.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$901,538

Down $65,696 (-6.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $9,386,380Liabilities 2010: $0Net Assets 2010: $9,386,3802010Assets 2011: $10,527,845Liabilities 2011: $0Net Assets 2011: $10,527,8452011Assets 2012: $10,843,081Liabilities 2012: $0Net Assets 2012: $10,843,0812012Assets 2013: $11,355,901Liabilities 2013: $0Net Assets 2013: $11,355,9012013Assets 2014: $12,018,624Liabilities 2014: $73,137Net Assets 2014: $11,945,4872014Assets 2015: $11,431,937Liabilities 2015: $36,742Net Assets 2015: $11,395,1952015Assets 2016: $10,894,884Liabilities 2016: $89,176Net Assets 2016: $10,805,7082016Assets 2017: $10,871,681Liabilities 2017: $29,327Net Assets 2017: $10,842,3542017Assets 2018: $10,649,694Liabilities 2018: $67,763Net Assets 2018: $10,581,9312018Assets 2019: $10,607,625Liabilities 2019: $31,705Net Assets 2019: $10,575,9202019Assets 2020: $11,353,115Liabilities 2020: $177,855Net Assets 2020: $11,175,2602020Assets 2021: $12,898,353Liabilities 2021: $12,343Net Assets 2021: $12,886,0102021Assets 2022: $11,103,093Liabilities 2022: $59,352Net Assets 2022: $11,043,7412022Assets 2023: $11,755,713Liabilities 2023: $17,160Net Assets 2023: $11,738,5532023Assets 2024: $12,881,713Liabilities 2024: $123,095Net Assets 2024: $12,758,6182024Assets 2025: $14,249,840Liabilities 2025: $34,826Net Assets 2025: $14,215,0142025

Highlighted filing

2012

Assets$10,843,081
Liabilities$0
Net Assets$10,843,081

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $952,218Expenses 2010: $899,475Net Income 2010: $52,7432010Expenses 2011: $967,2342011Expenses 2012: $901,5382012Expenses 2013: $1,249,5372013Revenue 2014: $1,138,529Expenses 2014: $1,308,594Net Income 2014: -$170,0652014Revenue 2015: $1,201,397Expenses 2015: $1,552,226Net Income 2015: -$350,8292015Revenue 2016: $1,274,305Expenses 2016: $1,501,791Net Income 2016: -$227,4862016Revenue 2017: $1,926,282Expenses 2017: $1,818,774Net Income 2017: $107,5082017Revenue 2018: $1,952,709Expenses 2018: $1,693,611Net Income 2018: $259,0982018Revenue 2019: $2,071,177Expenses 2019: $1,883,153Net Income 2019: $188,0242019Revenue 2020: $1,934,159Expenses 2020: $1,413,815Net Income 2020: $520,3442020Revenue 2021: $3,270,251Expenses 2021: $1,384,758Net Income 2021: $1,885,4932021Revenue 2022: $1,619,138Expenses 2022: $1,773,949Net Income 2022: -$154,8112022Revenue 2023: $1,807,623Expenses 2023: $1,984,503Net Income 2023: -$176,8802023Revenue 2024: $1,626,038Expenses 2024: $1,541,790Net Income 2024: $84,2482024Revenue 2025: $2,955,225Expenses 2025: $2,077,637Net Income 2025: $877,5882025

Highlighted filing

2012

Revenue-
Expenses$901,538
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 21, 2012
Return Version
2011v1.2
Gross Receipts
$721,707
Mission and Program Overview

Mission

The mission of phi mu foundation is the lifetime development of women through the support of phi mu's leadership, scholarship, philanthropic, educational programs, and historic preservation.

Major Activities

Activity 2
Children's miracle network hospitals: since 1986, children's miracle network hospitals has been phi mu's primary philanthropy. Our chapters, both collegiate and alumnae, raise money for this worthy cause. Partnering with children's miracle network hospitals, fulfills part of our mission statement. We are committed to helping those less fortunate and this is one way that every chapter can make a difference in the lives of children. During the year, our chapters raised 757,000 for children's miracle network hospitals. We also sponsor an internship for a collegian who is interested in working for a children's hospital. As a national sponsor of children's miracle network hospitals, we have raised over 8 million dollars since 1986. Our chapters have embraced this philanthropic cause and continue to help us meet our goals. All money donated to children's miracle network hospitals goes directly to the children's miracle network and then to the local hospital where the funds were raised. We do not keep any of the money raised on behalf of children's miracle network hospitals. We ensure that our organization is credited with the dollars raised. All expenses are paid out of the social services endowment fund. We are extremely proud of our partnership with children's miracle network hospitals and will continue to assist those less fortunate through this endeavor.
Activity 3
Philomatheon room and museum - we at phi mu foundation are very proud of our past. This pride is intensified by the fact that phi mu boasts nearly 150 years as a women's organization, originally founded in 1852. We were founded at wesleyan college in macon, georgia. We have a museum in our headquarters located in peachtree city, georgia. Inside our headquarters are numerous items including orginal badges on display. We continue to purchase items of historical value and house such items onsite and offsite at the cannonball house located in macon, georgia. The cannonball house displays our items along with alpha delta pi, the first women's organization founded at wesleyan college. We pay rent to the cannonball house and also for insurance on our items. Hundreds of people enjoy visiting our headquarters and the cannonball house annually. These two venues provide opportunities for our historical preservation.
Filing and Contact Details

Filer

EIN
62-6042543
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IRS990/Activity2/Description0CHILDREN'S MIRACLE NETWORK HOSPITALS: SINCE 1986, CHILDREN'S MIRACLE NETWORK HOSPITALS HAS BEEN PHI MU'S PRIMARY PHILANTHROPY. OUR CHAPTERS, BOTH COLLEGIATE AND ALUMNAE, RAISE MONEY FOR THIS WORTHY CAUSE. PARTNERING WITH CHILDREN'S MIRACLE NETWORK HOSPITALS, FULFILLS PART OF OUR MISSION STATEMENT. WE ARE COMMITTED TO HELPING THOSE LESS FORTUNATE AND THIS IS ONE WAY THAT EVERY CHAPTER CAN MAKE A DIFFERENCE IN THE LIVES OF CHILDREN. DURING THE YEAR, OUR CHAPTERS RAISED 757,000 FOR CHILDREN'S MIRACLE NETWORK HOSPITALS. WE ALSO SPONSOR AN INTERNSHIP FOR A COLLEGIAN WHO IS INTERESTED IN WORKING FOR A CHILDREN'S HOSPITAL. AS A NATIONAL SPONSOR OF CHILDREN'S MIRACLE NETWORK HOSPITALS, WE HAVE RAISED OVER 8 MILLION DOLLARS SINCE 1986. OUR CHAPTERS HAVE EMBRACED THIS PHILANTHROPIC CAUSE AND CONTINUE TO HELP US MEET OUR GOALS. ALL MONEY DONATED TO CHILDREN'S MIRACLE NETWORK HOSPITALS GOES DIRECTLY TO THE CHILDREN'S MIRACLE NETWORK AND THEN TO THE LOCAL HOSPITAL WHERE THE FUNDS WERE RAISED. WE DO NOT KEEP ANY OF THE MONEY RAISED ON BEHALF OF CHILDREN'S MIRACLE NETWORK HOSPITALS. WE ENSURE THAT OUR ORGANIZATION IS CREDITED WITH THE DOLLARS RAISED. ALL EXPENSES ARE PAID OUT OF THE SOCIAL SERVICES ENDOWMENT FUND. WE ARE EXTREMELY PROUD OF OUR PARTNERSHIP WITH CHILDREN'S MIRACLE NETWORK HOSPITALS AND WILL CONTINUE TO ASSIST THOSE LESS FORTUNATE THROUGH THIS ENDEAVOR.
IRS990/Activity3/Description0PHILOMATHEON ROOM AND MUSEUM - WE AT PHI MU FOUNDATION ARE VERY PROUD OF OUR PAST. THIS PRIDE IS INTENSIFIED BY THE FACT THAT PHI MU BOASTS NEARLY 150 YEARS AS A WOMEN'S ORGANIZATION, ORIGINALLY FOUNDED IN 1852. WE WERE FOUNDED AT WESLEYAN COLLEGE IN MACON, GEORGIA. WE HAVE A MUSEUM IN OUR HEADQUARTERS LOCATED IN PEACHTREE CITY, GEORGIA. INSIDE OUR HEADQUARTERS ARE NUMEROUS ITEMS INCLUDING ORGINAL BADGES ON DISPLAY. WE CONTINUE TO PURCHASE ITEMS OF HISTORICAL VALUE AND HOUSE SUCH ITEMS ONSITE AND OFFSITE AT THE CANNONBALL HOUSE LOCATED IN MACON, GEORGIA. THE CANNONBALL HOUSE DISPLAYS OUR ITEMS ALONG WITH ALPHA DELTA PI, THE FIRST WOMEN'S ORGANIZATION FOUNDED AT WESLEYAN COLLEGE. WE PAY RENT TO THE CANNONBALL HOUSE AND ALSO FOR INSURANCE ON OUR ITEMS. HUNDREDS OF PEOPLE ENJOY VISITING OUR HEADQUARTERS AND THE CANNONBALL HOUSE ANNUALLY. THESE TWO VENUES PROVIDE OPPORTUNITIES FOR OUR HISTORICAL PRESERVATION.
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IRS990/Description0SCHOLARSHIPS AND PROGRAMMING AND LEARNING SERVICES: THE FOUNDATION CONTINUED ITS PARTNERSHIP WITH PHI MU FRATERNITY TO PROVIDE LEADERSHIP AND EDUCATIONAL PROGRAMMING FOR PHI MU WOMEN. WE WANT OUR WOMEN TO BE AS PREPARED FOR PERSONAL AND PROFESSIONAL EXPERIENCES AS POSSIBLE. DURING THE YEAR, THE FOUNDATION GRANTED MONEY TO THE FRATERNITY TO FUND THE FIRST-EVER PARTNERSHIP BETWEEN AN INDIVIDUAL GREEK ORGANIZATION AND THE NORTH-AMERICAN INTERFRATERNITY CONFERENCE (NIC). THE UNDERGRADUATE INTERFRATERNITY INSTITUTE (UIFI) WAS DEVELOPED OVER 20 YEARS AGO BY NIC, OUR PARTNERSHIP WITH NIC RESULTED IN PHI MU UIFI. PHI MU UIFI IS A 5-DAY VALUES BASED LEADERSHIP PROGRAM THAT PROVIDES OPPORTUNITIES TO EXPLORE, DEFINE, AND ENHANCE LEADERSHIP SKILLS, PERSONAL AWARENESS, AND COMMITMENT TO PHI MU. CURRENT AND EMERGING LEADERS FROM EVERY PHI MU CHAPTER CREATE ACTION ORIENTED PLANS FOR THEIR INDIVIDUAL LEADERSHIP POSITIONS DURING UIFI. AS THE FRATERNITY EXPANDED THE TRAINING AVAILABLE TO OUR COLLEGIATE MEMBERS, IT WAS IMPORTANT TO ENSURE OUR ALUMNAE LEADERS WERE ALSO PREPARED TO ASSIST CHAPTERS WITH THE IMPLEMENTATION OF THE NEW IDEAS AND SKILLS BORN FROM UIFI. THE FOUNDATION ASSISTED IN FUNDING TWO MAJOR TRAINING SESSIONS FOCUSED ON ALUMNAE. THE FIRST TRAINING WAS FOR REGIONAL AND AREA OFFICERS AND WAS HELD AT NATIONAL HEADQUARTERS. DURING THE REGIONAL OFFICERS' RETREAT, OFFICERS WERE TRAINED IN THE PROPER HANDLING OF RISK MANAGEMENT SITUATIONS AND GIVEN THE TOOLS TO DEVELOP THEIR OWN LEADERSHIP ABILITIES. THE SECOND TRAINING WAS FOR CHAPTER ADVISERS AND HOUSE-CORPORATION LEADERS. ATTENDEES WERE ABLE TO EXPERIENCE A GROUNDBREAKING PRESENTATION ON BYSTANDER BEHAVIOR, CONFRONTATION SKILLS, AND INTERVENTION THROUGH THE RESPONSEABILITY PROGRAM. THIS YEAR, THE FOUNDATION FUNDED THE EDUCATIONAL PORTION OF THE LEADERSHIP CONSULTANTS' SALARIES. LEADERSHIP CONSULTANTS ARE HIRED BY PHI MU FRATERNITY TO TRAVEL FROM CHAPTER TO CHAPTER TO TEACH MEMBERS LIFE SKILLS, INCLUDING COMMUNICATION AND CONFLICT RESOLUTION AS WELL AS PROVIDE LEADERSHIP TRAINING. ANNUALLY, THE LEADERSHIP CONSULTANTS EFFECTIVELY TRAIN SEVERAL THOUSAND OF OUR MEMBERS. BY FUNDING ESSENTIAL EDUCATIONAL PROGRAMS FOR MEMBERS AT BOTH THE COLLEGIATE AND ALUMNAE LEVELS ON LEADERSHIP, RISK MANAGEMENT, CORE VALUES AND COMMITMENT TO PHI MU, PHI MU FOUNDATION CONTINUES TO STRENGTHEN THE SORORITY EXPERIENCE BY INCREASING COMPETENCE AND LEADERSHIP ABILITIES FOR ALL PHI MU MEMBERS.
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IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years01436113
IRS990ScheduleA/GiftsGrantsContribReceived170/Total05305729
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear02604
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year01347
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0722
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0220
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years024581
IRS990ScheduleA/GrossInvestmentIncome170/Total029474
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.70590
IRS990ScheduleA/PublicSupportPertcentPriorYear00.74600
IRS990ScheduleA/PublicSupportTotal17003766319
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0719103
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year01777188
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0635670
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0737655
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years01436113
IRS990ScheduleA/Total170/Total05305729
IRS990ScheduleA/TotalSupport05335203
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/AgentTrusteeEtc0false
IRS990ScheduleD/AreRelatedOrgsListedScheduleR0false
IRS990ScheduleD/CollectUsedForPreservation0X
IRS990ScheduleD/CollectUsedForPublicExhibition0X
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance04077282
IRS990ScheduleD/CurrentYear/Contributions0147541
IRS990ScheduleD/CurrentYear/EndOfYearBalance04286470
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0218791
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance03276512
IRS990ScheduleD/CurrentYearMinus1Year/Contributions01177255
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance04077282
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses088672
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures0465157
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance03249916
IRS990ScheduleD/CurrentYearMinus2Years/Contributions065227
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance03276512
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses050019
IRS990ScheduleD/CurrentYearMinus2Years/OtherExpenditures088650
IRS990ScheduleD/CurrentYear/OtherExpenditures0157144
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/Equipment/BookValue02476
IRS990ScheduleD/Equipment/Depreciation079486
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis081962
IRS990ScheduleD/ExcessOrDeficitForYear0-179831
IRS990ScheduleD/ExcessOrDeficitPerFS0138334
IRS990ScheduleD/ExpensesSubtotal0901538
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE INTENDED USE OF THE ENDOWMENT FUNDS ARE FOR THE CONTINUAL DEVELOPMENT AND EDUCATIONAL SUPPORT OF PHI MU WOMEN AND PHILANHTROPIC SUPPORT.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1FASB ASC 740 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS WOULD "MORE-LIKELY-THAN-NOT" BE SUSTAINED IF CHALLENGED BY AN APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX PROVISIONS USING PROVISIONS FASB 450, CONTINGENCIES. MANAGEMENT BELIEVES THERE ARE NO MATERIAL ESTIMATES THAT SHOULD BE ACCRUED AS OF JUNE 30, 2012. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2LOSS IN INVESTMENT IN PHI MU REAL ESTATE HOLDING (DEPR) -93,148 CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 4,689 CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -34,452
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3LOSS IN INVESTMENT IN PHI MU REAL ESTATE HOLDING (DEPR) -93,148 CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 4,689 CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -34,452
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0INTENDED USES FOR ENDOWMENT FUNDS
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1LIABILITY UNDER FIN 48 FOOTNOTE
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2RECONCILIATION OF CHANGES - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2SCHEDULE D, PAGE 4, PART XI, LINE 8
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference3SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/IncludedOnFS0false
IRS990ScheduleD/NetUnrealizedGainsInvestments0441076
IRS990ScheduleD/NetUnrealizedGLOnInvestments0441076
IRS990ScheduleD/OtherAmount0-122911
IRS990ScheduleD/OtherRevenues0-122911
IRS990ScheduleD/OtherSecurities/BookValue02319027
IRS990ScheduleD/OtherSecurities/BookValue1182744
IRS990ScheduleD/OtherSecurities/Description0INVESTMENT IN PHI MU RE HC, INC.
IRS990ScheduleD/OtherSecurities/Description1ANNUITY
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/PermanentEndowmentEOYBalance00.89700
IRS990ScheduleD/RevenueNotRptdF9900318165
IRS990ScheduleD/RevenueSubtotal0721707
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TermEndowmentEOYBalance00.10300
IRS990ScheduleD/TotalAdjustments0318165
IRS990ScheduleD/TotalExpenses0901538
IRS990ScheduleD/TotalExpensesPerForm9900901538
IRS990ScheduleD/TotalOfBookValueLandBuildings02476
IRS990ScheduleD/TotalOfBookValueSecurities02501771
IRS990ScheduleD/TotalRevenue0721707
IRS990ScheduleD/TotalRevenuePerForm9900721707
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0901538
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01039872
IRS990ScheduleD/WrittenPolicyMonitoring0false
IRS990ScheduleG/AgreementRefFundraising0true
IRS990ScheduleG/AllStates0All States
IRS990ScheduleG/EmailSolicitations0X
IRS990ScheduleG/Form990ScheduleGPartIV/Explanation0KATHY CURTIN CONSULTS ON FUNDRAISING PROGRAM
IRS990ScheduleG/Form990ScheduleGPartIV/Identifier0FUNDRAISING VS REIMBURSEMENT EXPLANATION
IRS990ScheduleG/Form990ScheduleGPartIV/ReturnReference0SCHEDULE G PAGE 1 PART I LINE 2B COLUMN V
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/AddressLine102115 SPRINGLAKE DRIVE
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/City0ATLANTA
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/State0GA
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/ZIPCode030305
IRS990ScheduleG/FundraiserActivityInformation/AmountRetainedByContractor048365
IRS990ScheduleG/FundraiserActivityInformation/FundraiserControlOfFunds0false
IRS990ScheduleG/FundraiserActivityInformation/NameOfOrganization/BusinessNameLine10KATHY CURTIN
IRS990ScheduleG/FundraiserActivityInformation/NetToOrganization0-48365
IRS990ScheduleG/MailSolicitations0X
IRS990ScheduleG/PhoneSolicitations0X
IRS990ScheduleG/TotalNetToOrganization0-48365
IRS990ScheduleG/TotalRetainedByContractors048365
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation01. A COMMITTEE ON GRANTS SHALL CONSIST OF TWO REPRESENTATIVES FROM THE FOUNDATION'S BOARD OF TRUSTEES, APPOINTED BIENNIALLY BY THE BOARD OF TRUSTEES; THE FRATERNITY PRESIDENT AND THE FRATERNITY VICE PRESIDENT OF FINANCE. 2. THE COMMITTEE SHALL: A. REVIEW GRANT AND SCHOLARSHIP PROPOSALS SUBMITTED BY THE FRATERNITY AND MEMBERS AND ASSIGN A PRIORITY TO EACH PROPOSAL. B. RECOMMEND TO THE BOARD OF TRUSTEES ACCEPTANCE OR REJECTION OF PROPOSALS AND AMOUNTS REQUESTED, BASED ON AVALABLE FOUNDATION FUNDS. 3. PROCEDURES FOR FRATERNITY GRANT PROPOSALS: A. THE PURPOSE OF THE GRANT OR SCHOLARSHIP B. SPECIFIC ACTIVITES TO BE FUNDED BY THE GRANT WHICH WILL ACHIEVE THE STATED PURPOSE C. TIME PERIOD OF THE GRANT D. THE GRANT AMOUNT REQUESTED E. DETAILED BUDGET FOR THE GRANT BY EXPENDITURE CATEGORY, F. THE FOUNDATION COMMITTEE ON GRANTS AND SCHOLARSHIPS WILL REVIEW SUBMITTED PROPOSALS, PRIORITZE, AND RECOMMEND PROPOSALS TO THE FOUNDATION TRUSTEES FOR A VOTE G. UPON ACCEPTANCE OF THE PROPOSAL BY THE BOARD OF TRUSTEES, THE FRATERNITY WILL SUBMIT A GRANT AGREEMENT AND/OR SCHOLARSHIP TO THE FOUNDATION PRESIDENT. THE PHI MU FOUNDATION PRESIDENT AND FRATERNITY NATIONAL PRESIDENT WILL SIGN AND DATE THE PHI MU FOUNDATION - PHI MU FRATERNITY GRANT OR SCHOLARSHIP AGREEMENT FORM; THE ORIGNAL OF THE SIGNED AGREEMENT WILL BE RETAINED BY THE FOUNDATION BUSINESS OFFICE, WITH COPIES TO THE FRATERNITY NATIONAL PRESIDENT, VICE PRESIDENT FO FINANCE, EXECUTIVE DIRECTOR, FOUNDATION PRESIDENT, AND VICE PRESIDENT OF FINANCE/CORPORATE SECRETARY. H. THE DATE OF SIGNATURE BY THE FOUNDATION PRESIDENT MARKS THE BEGINNING OF THE ONE YEAR PERIOD FOR USE OF GRANT UNLESS OTHERWISE STATED IN THE GRANT AGREEMENT. I. FUNDS WILL BE DISBURSED UPON RECEIPT OF THE SIGNED GRANT OR SCHOLARSHIP AGEEEMENT BY THE BUSINESS OFFICE J. THE FRATERNITY WILL SUBMIT A SEMI-ANNUAL AND ANNUAL REPORT (AS STATED IN THE GRANT REQUEST TO THE FOUNDATION VICE PRESIDENT OF FINANCE/CORPORATE SECRETARY ON USE OF FUNDS. K. THE FRATERNITY WILL PROVIDE A FINAL RECONCILIATION AT THE END OF THE GRANT PERIOD AND RETURN ANY UNUSED PORTION OF GRANT WITH THE RECONCILIATION. L. THE FRATERNITY PRESIDENT SIGNS AN AGREEMENT STATING THE FUNDS WERE USED FOR THE PURPOSE SPECIFIED IN THE GRANT AGREEMENT.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10400 WESTPARK DRIVE
IRS990ScheduleI/RecipientTable/AddressUS/City0PEACHTREE CITY
IRS990ScheduleI/RecipientTable/AddressUS/State0GA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode030269
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0273000
IRS990ScheduleI/RecipientTable/EINOfRecipient0620533776
IRS990ScheduleI/RecipientTable/IRCSection0501
IRS990ScheduleI/RecipientTable/PurposeOfGrant0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10PHI MU FRATERNITY INC
IRS990ScheduleI/RecordsMaintained0true
IRS990ScheduleI/TotalNbrOfOtherOrganizations01
IRS990ScheduleJ/AnyNonFixedPayments0false
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg0false
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs0false
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg0false
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.2$0.03$14.2$2.96$2.08$0.88
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.12$12.8$1.63$1.54$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.02$11.7$1.81$1.98$0.18
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.06$11.0$1.62$1.77$0.15
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.01$12.9$3.27$1.38$1.89
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.18$11.2$1.93$1.41$0.52
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.03$10.6$2.07$1.88$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.07$10.6$1.95$1.69$0.26
2017Summary only. Only limited summary data is available for this year.$10.9$0.03$10.8$1.93$1.82$0.11
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.09$10.8$1.27$1.50$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.04$11.4$1.20$1.55$0.35
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.07$11.9$1.14$1.31$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.00$11.4$1.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.00$10.8$0.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.00$10.5$0.97
2010Summary only. Only limited summary data is available for this year.$9.39$0.00$9.39$0.95$0.90$0.05