Civic Intelligence

Phi Mu Foundation Inc

990 • Fiscal year 2015 • EIN 62-6042543

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 08, 2015

Organization ProfileWWW.PHIMUFOUNDATION.ORG
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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$97,283

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

19th percentile

-4.9%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.5%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$11,431,937

Down $586,687 (-4.9%) from 2014

Net Assets

Down

$11,395,195

Down $550,292 (-4.6%) from 2014

Liabilities

Down

$36,742

Down $36,395 (-50%) from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin8th percentile

Revenue

Up

$1,201,397

Up $62,868 (+5.5%) from 2014

Expenses

Up

$1,552,226

Up $243,632 (+19%) from 2014

Net Income

Down

-$350,829

Down $180,764 (-106%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2015

Assets$11,431,937
Liabilities$36,742
Net Assets$11,395,195
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

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

2015

Revenue$1,201,397
Expenses$1,552,226
Net Income-$350,829
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 8, 2015
Return Version
2014v5.0
Gross Receipts
$3,792,182
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,238,008$8,098,693▼ $139,315
Investments Other Securities$2,422,054$2,382,395▼ $39,659
Savings and Temporary Cash Investments$616,461$205,734▼ $410,727
Cash and Non-Interest-Bearing Accounts$50,009$60,733▲ $10,724
Prepaid Expenses and Deferred Charges$34,654$11,528▼ $23,126
Inventories for Sale or Use$10,976$10,976→ $0
Land, Buildings, and Equipment, Net-$9,404-
Total Assets$12,018,624$11,431,937▼ $586,687
Other Assets Total$646,462$652,474▲ $6,012
Liabilities
Accounts Payable and Accrued Expenses$38,112$36,742▼ $1,370
Deferred Revenue$35,025--
Total Liabilities$73,137$36,742▼ $36,395
Net Assets / Fund Balance
Unrestricted Net Assets$4,578,845$4,216,920▼ $361,925
Temporarily Rstr Net Assets$3,788,594$3,600,227▼ $188,367
Permanently Rstr Net Assets$3,578,048$3,578,048→ $0
Total Net Assets Fund Balance$11,945,487$11,395,195▼ $550,292
Total Liabilities and Net Assets / Fund Balance$12,018,624$11,431,937▼ $586,687

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,404$82,288$91,692
Other Assets Org$6,600--
Other Securities$302,483--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,315,328$34,490▲ $17,155$86,562$4,082,778
2013$4,289,764$40,884▲ $548,012$377,411$4,315,328
2012$4,286,470$37,983▲ $309,875$344,564$4,289,764
2011$4,077,282$147,541▲ $218,791$157,144$4,286,470
2010$3,276,512$1,177,255▲ $88,672$465,157$4,077,282
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie BurkhardExecutive DiFT$77,529$19,754$97,283

Board Members and Trustees

NameTitle
Beth MonninBoard Chair
Diane EggertPresident
Jennifer JardineTrustee
Kris BridgesTrustee
Pamela Ferguson-gainesTrustee
Pamela WadsworthTrustee
Sharon StaleyTrustee
Andie KashSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$1,003,025
Program Service Revenue
$0
Investment Income
$198,372
Other Revenue
$0
All Other Contributions
$1,003,025
Change in Net Assets
$-350,829

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,201,397
Revenue Not Reported on Form 990
$-199,463
Total Revenue per Audited Statements
$1,001,934
Total Revenue per Form 990
$1,201,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$666,296
Total Fundraising Expense$544,977
Grants and Similar Amounts Paid$445,446
Salaries, Compensation, and Employee Benefits$440,484
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$45,025$96,444$173,394$314,863
Grants to Domestic Individuals$232,800--$232,800
Grants to Domestic Orgs$212,646--$212,646
Occupancy$75,105$19,517$36,952$131,574
Information Technology-$72,475$19,500$91,975
Travel$36,767$4,590$46,190$87,547
Office Expenses$17,917$23,995$45,241$87,153
Current Officers, Directors, Trustees, and Key Employees$11,087$23,748$42,694$77,529
Fees for Services Legal-$38,092-$38,092
Payroll Taxes$4,487$9,594$17,242$31,323
All Other Expenses$7,491-$11,707$19,198
Other Expenses$10,331$18,658$15,628$18,658
Other Employee Benefits$3,872$5,390$7,507$16,769
Fees for Services Accounting-$10,550-$10,550
Fees for Services Other-$2,021$4,917$6,938
Depreciation Depletion-$595-$595
Total Functional Expenses$674,599$332,650$544,977$1,552,226

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,552,226
Total Expenses per Audited Statements$1,552,226
Total Expenses per Form 990$1,552,226
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Mu Fraternity IncPeachtree City, GA(7)Leadership Programs$200,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“The organizational documents were changed to revise the duties of the trustees, increased the board of trustees to a maximum of 12 members, and switched to a governance model.”

Form 990, Page 6, Part VI, Line 6

“The members of the phi mu foundation elect the board of trustees every two years at the biennial meeting.”

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

“The members of the phi mu foundation elect the board of trustees every two years at the biennial meeting.”

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

“Members can approve changes to the bylaws.”

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 of trustees for review prior to filing.”

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

“Officers and directors sign a conflict of interest statement. If a potential conflict arises, the executive director is instructed by the president to investigate and report the findings to the board of trustees.”

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

“Salary for the executive director is set by the board of trustees. During the annual review process any change in salary is approved by the board of trustees during an executive session meeting. The salary is based on comparable compensation data.”

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

“The executive director sets salaries for staff members within budgetary limits set by the board of trustees. The salaries are reviewed by the president and vice president of finance for final approval. The salary is based on comparable compensation data.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request and given to a member of the phi mu foundation.”

Filing and Contact Details

Filer

Filer Name
Phi Mu Foundation Inc
EIN
62-6042543
Phone
7706322090
Address
400 WESTPARK DRIVE, PEACHTREE CITY, GA 30269

Signing Officer

Name
Andrea Kash
Title
Secretary/treasurer
Phone
7706322090
Signed
2015-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Eggert
Formed
1957
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
8

Preparer

Firm
Agl Ascent Group LLC
Address
2810 PREMIERE PKWY STE 200, DULUTH, GA 30097
Preparer
David J Lerner
Phone
8003269530
Supplemental Narrative

Additional Explanations

Form 990

“All philanthropic work of the phi mu fraternity is the responsibility of the foundation. The collegiate and alumnae chapters fundraising and publicity for philanthropic purposes are directed primarily towards the children's miracle network. During the years ended june 30, 2015 and 2014, the collegiate and alumnae chapters and individual members, through the direction of the foundation, raised and remitted approximately 833,648 and 1,279,000, to this charity, respectively.”

Form 990, Page 2, Part III, Line 4A

“Leadership center, the phi mu leadership institute, phi mu university, and the chapter consultant program.”

Form 990, Part XI, Line 9

“Loss in investment in phi mu real estate holding (depr) -78,825 change in value of charitable remainder trust -5,227 change in cash surrender value of life insurance policies 11,239”

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

“The foundation has many historical treasures that are held for exhibition to the public. These treasures include phi mu jewelry, badges, and memorabilia. It is the foundation's policy to protect and preserve these artifacts for future generations. The foundation has elected not to capitalize these collections because of their priceless nature.”

Schedule D, Page 2, Part V, Line 4

“The intended use of the endowment funds are for continual development and educational support of phi mu women and philanthropic support.”

Schedule D, Page 3, Part X

“Fasb asb 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-than- not 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, 2015. The foundation believes it is no longer subject to income tax examinations for years prior to 2012.”

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

“Loss in investment in phi mu real estate holding (depr) -78,825 change in value of charitable remainder trust -5,227 change in cash surrender value of life insurance policies 11,239”

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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF PHI MU FOUNDATION IS THE LIFETIME DEVELOPMENT OF WOMEN THROUGH THE SUPPORT OF PHI MU'S LEADERSHIP, SCHOLARSHIP, PHILANTHROPIC, AND EDUCATIONAL PROGRAMS AND HISTORIC PRESERVATION.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt017917
IRS990/OfficeExpensesGrp/TotalAmt087153
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0SOLICITATION EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRIBUTOR RECOGNITION
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt0104133
IRS990/OtherExpensesGrp/FundraisingAmt119872
IRS990/OtherExpensesGrp/FundraisingAmt215628
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1474
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IRS990/OtherExpensesGrp/TotalAmt131559
IRS990/OtherExpensesGrp/TotalAmt226433
IRS990/OtherExpensesGrp/TotalAmt318658
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0173394
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt096444
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045025
IRS990/OtherSalariesAndWagesGrp/TotalAmt0314863
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt017242
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09594
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03578048
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034654
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011528
IRS990/PrincipalOfficerNm0DIANE EGGERT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PHILANTHROPY: SINCE 1986, CHILDREN'S MIRACLE NETWORK HOSPITALS (CMNH) HAS BEEN PHI MU'S PRIMARY PHILANTHROPIC FOCUS. THERE ARE 170 CHILDREN'S HOSPITALS NATIONWIDE THAT BENEFIT FROM LOCAL COLLEGIATE AND ALUMNAE CHAPTER INVOLVEMENT. FUNDS HAVE BEEN RAISED THROUGH A VARIETY OF EVENTS INCLUDING DANCE MARATHONS, GOLF TOURNAMENTS, COOK-OFFS AND MANY MORE. AS A NATIONAL PARTNER WITH CHILDREN'S MIRACLE NETWORK HOSPITALS, PHI MU FRATERNITY (THROUGH THE ADMINISTRATIVE SERVICES OF THE FOUNDATION) HAS COMMITTED TO CONTRIBUTE AT LEAST 500,000 ANNUALLY. EACH COLLEGIATE AND ALUMNAE CHAPTER IS RESPONSIBLE FOR RAISING FUNDS FOR THIS IMPORTANT PHILANTHROPY.
IRS990/ProgSrvcAccomActy3Grp/Desc0HISTORIC PRESERVATION - THE FOUNDATION MAINTAINS, PRESERVES AND PROMOTES PHI MU'S HISTORY IN THE ARCHIVES AND MUSEUM LOCATED IN THE NATIONAL HEADQUARTERS IN PEACHTREE CITY, GEORGIA WHICH DISPLAYS SUCH ITEMS AS THE PRESIDENT'S CHAIR FROM THE PHILOMATHEAN HALL AT WESLEYAN COLLEGE, ORIGINAL BADGES, AND A TEXTILE COLLECTION OF PAST NATIONAL PRESIDENTS' DRESSES. IN ADDITION, THE FOUNDATION IS RESPONSIBLE FOR THE MAINTENANCE OF THE PHILOMATHEAN ROOM IN THE CANNONBALL HOUSE, A HISTORIC CIVIL WAR ERA HOME PRESERVED IN MACON, GEORGIA. ON DISPLAY IN THIS ROOM ARE MANY ARCHIVAL ITEMS. THE FOUNDATION ALSO PROVIDES BROCHURES THAT DESCRIBE THE ROOM AND FURNISHINGS FOR VISITORS WHO TOUR THE HOUSE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07491
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt012646
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt012646
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0907194
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0441365
IRS990/PYInvestmentIncomeAmt0231335
IRS990/PYOtherExpensesAmt0562403
IRS990/PYRevenuesLessExpensesAmt0-170065
IRS990/PYSalariesCompEmpBnftPaidAmt0304826
IRS990/PYTotalExpensesAmt01308594
IRS990/PYTotalRevenueAmt01138529
IRS990/ReconcilationRevenueExpnssAmt0-350829
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0616461
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0205734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01003025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0907194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0994925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0719103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01777188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05401435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0173824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0199980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0182109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02604
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01347
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0559864
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90610
IRS990ScheduleA/PublicSupportPY170Pct00.64500
IRS990ScheduleA/PublicSupportTotal170Amt05401435
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01003025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0907194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0994925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0719103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01777188
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05401435
IRS990ScheduleA/TotalSupportAmt05961299
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/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04315328
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt034490
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04082778
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0197633
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017155
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt086562
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04289764
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt040884
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04315328
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0185921
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0548012
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0377411
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04286470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt037983
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04289764
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0309875
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0344564
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04077282
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0147541
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04286470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0218791
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0157144
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01177255
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088672
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0465157
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt09404
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082288
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt091692
IRS990ScheduleD/ExpensesSubtotalAmt01552226
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-126650
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0465293
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1180581
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26600
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS IN CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH SURRENDER VALUE OF LIFE INS.
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2HISTORIC MEMORABILLIA
IRS990ScheduleD/OtherRevenueAmt0-72813
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02079912
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1302483
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN PHI MU RE HC, INC.
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ANNUITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.87640
IRS990ScheduleD/RevenueNotReportedAmt0-199463
IRS990ScheduleD/RevenueSubtotalAmt01201397
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS MANY HISTORICAL TREASURES THAT ARE HELD FOR EXHIBITION TO THE PUBLIC. THESE TREASURES INCLUDE PHI MU JEWELRY, BADGES, AND MEMORABILIA. IT IS THE FOUNDATION'S POLICY TO PROTECT AND PRESERVE THESE ARTIFACTS FOR FUTURE GENERATIONS. THE FOUNDATION HAS ELECTED NOT TO CAPITALIZE THESE COLLECTIONS BECAUSE OF THEIR PRICELESS NATURE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE INTENDED USE OF THE ENDOWMENT FUNDS ARE FOR CONTINUAL DEVELOPMENT AND EDUCATIONAL SUPPORT OF PHI MU WOMEN AND PHILANTHROPIC SUPPORT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FASB ASB 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-THAN- NOT 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, 2015. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3LOSS IN INVESTMENT IN PHI MU REAL ESTATE HOLDING (DEPR) -78,825 CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -5,227 CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 11,239
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.12360
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09404
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0652474
IRS990ScheduleD/TotalBookValueSecuritiesAmt02382395
IRS990ScheduleD/TotalExpensesPerForm990Amt01552226
IRS990ScheduleD/TotalRevenuePerForm990Amt01201397
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01001934
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01552226
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0232800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0153
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt0200000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0(7)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LEADERSHIP PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PHI MU FRATERNITY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0620533776
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0400 WESTPARK DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PEACHTREE CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030269

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,431,937
Liabilities
$36,742
Net assets
$11,395,195
Revenue
$1,201,397
Expenses
$1,552,226
Net income
-$350,829
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
2015Detailed filing. Detailed filing data is available for this year.$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