Civic Intelligence

Phi Mu Foundation Inc

990 • Fiscal year 2016 • EIN 62-6042543

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

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

12th percentile

0.01x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.07x

Higher debt load relative to revenue than 20% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

12th percentile

-18%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

19th percentile

-4.7%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

6.1%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$10,894,884

Down $537,053 (-4.7%) from 2015

Net Assets

Down

$10,805,708

Down $589,487 (-5.2%) from 2015

Liabilities

Up

$89,176

Up $52,434 (+143%) from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin12th percentile

Revenue

Up

$1,274,305

Up $72,908 (+6.1%) from 2015

Expenses

Down

$1,501,791

Down $50,435 (-3.2%) from 2015

Net Income

Up

-$227,486

Up $123,343 (+35%) from 2015

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

2016

Assets$10,894,884
Liabilities$89,176
Net Assets$10,805,708
Open 2016 Filing

Operations Trend

Revenue Growth60th 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

2016

Revenue$1,274,305
Expenses$1,501,791
Net Income-$227,486
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$3,454,352
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$8,098,693$7,240,084▼ $858,609
Investments Other Securities$2,382,395$2,370,065▼ $12,330
Cash and Non-Interest-Bearing Accounts$60,733$390,792▲ $330,059
Savings and Temporary Cash Investments$205,734$157,975▼ $47,759
Prepaid Expenses and Deferred Charges$11,528$55,967▲ $44,439
Land, Buildings, and Equipment, Net$9,404$17,971▲ $8,567
Inventories for Sale or Use$10,976$10,343▼ $633
Total Assets$11,431,937$10,894,884▼ $537,053
Other Assets Total$652,474$651,687▼ $787
Liabilities
Accounts Payable and Accrued Expenses$36,742$55,468▲ $18,726
Deferred Revenue-$33,708-
Total Liabilities$36,742$89,176▲ $52,434
Net Assets / Fund Balance
Unrestricted Net Assets$4,216,920$3,625,590▼ $591,330
Temporarily Rstr Net Assets$3,600,227$3,602,070▲ $1,843
Permanently Rstr Net Assets$3,578,048$3,578,048→ $0
Total Net Assets Fund Balance$11,395,195$10,805,708▼ $589,487
Total Liabilities and Net Assets / Fund Balance$11,431,937$10,894,884▼ $537,053

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,971$85,097$103,068
Other Assets Org$6,600--
Other Securities$350,544--
Closely Held Equity Interests$2,019,521--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,082,778$341,652▼ $160,377$79,582$4,031,707
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Julie BurkhardFormer Ex Di$75,164$75,164

Board Members and Trustees

NameTitle
Beth MonninBoard Chair
Diane EggertPresident
Jennifer FreeTrustee
Jennifer JardineTrustee
Joan MorganTrustee
Kris BridgesTrustee
Pamela Ferguson-gainesTrustee
Pamela WadsworthTrustee
Sharon StaleyTrustee
Anji Roe WoodExecutive Di
Andie KashSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$1,215,768
Program Service Revenue
$0
Investment Income
$118,928
Other Revenue
$-60,391
All Other Contributions
$1,215,768
Change in Net Assets
$-227,486

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,274,305
Revenue Not Reported on Form 990
$-362,001
Total Revenue per Audited Statements
$912,304
Total Revenue per Form 990
$1,274,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$639,425
Total Fundraising Expense$574,088
Grants and Similar Amounts Paid$435,934
Salaries, Compensation, and Employee Benefits$426,432
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,647$86,128$195,261$318,036
Grants to Domestic Individuals$229,685--$229,685
Grants to Domestic Orgs$206,249--$206,249
Occupancy$76,450$19,835$37,621$133,906
Office Expenses$2,492$10,699$75,619$88,810
Fees for Services Other-$49,619$17,253$66,872
Information Technology-$56,061$48$56,109
Travel-$14,444$39,164$53,608
Current Officers, Directors, Trustees, and Key Employees$12,428$19,884$17,398$49,710
Payroll Taxes$4,125$8,625$16,947$29,697
Conferences and Meetings-$29,511-$29,511
Other Employee Benefits$3,920$9,200$15,869$28,989
All Other Expenses$8,629$3,382$4,316$16,327
Fees for Services Legal-$14,454-$14,454
Fees for Services Accounting-$10,550-$10,550
Other Expenses-$9,979$12,081$9,979
Depreciation Depletion-$2,539-$2,539
Total Functional Expenses$580,625$347,078$574,088$1,501,791

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,501,791
Total Expenses per Audited Statements$1,501,791
Total Expenses per Form 990$1,501,791
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Mu Fraternity IncPeachtree City, GA(7)Leadership Programs$199,750
Delta Alpha House CorpBloomington, IN501c2Educational$5,499
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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 secretary/treasurer 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
Anji Roe Wood
Title
Executive Director
Phone
7706322090
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anji Roe Wood
Formed
1957
Legal Domicile
Tn
Voting Board Members
10
Independent Board Members
10
Employees
8
Volunteers
8

Preparer

Firm
Agl Ascent Group LLC
Address
2810 PREMIERE PKWY STE 200, DULUTH, GA 30097
Preparer
Bradley Sienkiewicz
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, 2016 and 2015, the collegiate and alumnae chapters and individual members, through the direction of the foundation, raised and remitted approximately 1,314,958 and 833,648, to this charity, respectively.”

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

“Phi mu university, and the chapter consultant program.”

Form 990, Part XI, Line 9

“Loss in investment in phi mu real estate holding (depr) -60,391 change in value of charitable remainder trust -7,998 change in cash surrender value of life insurance policies 7,211 total -61,178”

Financial Statement Notes

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

“The foundation analyzed it tax positions and determined there were no uncertain tax provisions that should be disclosed.”

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

“Loss in investment in phi mu real estate holding (depr) -60,391 change in value of charitable remainder trust -7,998 change in cash surrender value of life insurance policies 7,211”

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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/PrincipalOfficerNm0ANJI ROE WOOD
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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.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS IN CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH SURRENDER VALUE OF LIFE INS.
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2HISTORIC MEMORABILLIA
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE ENDOWMENT FUNDS ARE FOR CONTINUAL DEVELOPMENT AND EDUCATIONAL SUPPORT OF PHI MU WOMEN AND PHILANTHROPIC SUPPORT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION ANALYZED IT TAX POSITIONS AND DETERMINED THERE WERE NO UNCERTAIN TAX PROVISIONS THAT SHOULD BE DISCLOSED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS IN INVESTMENT IN PHI MU REAL ESTATE HOLDING (DEPR) -60,391 CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -7,998 CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 7,211
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,894,884
Liabilities
$89,176
Net assets
$10,805,708
Revenue
$1,274,305
Expenses
$1,501,791
Net income
-$227,486
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