Civic Intelligence

Phi Mu Foundation Inc

990 • Fiscal year 2020 • EIN 62-6042543

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 12, 2021

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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.09x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$105,594

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

50th percentile

7.0%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-6.6%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$11,353,115

Up $745,490 (+7.0%) from 2019

Net Assets

Up

$11,175,260

Up $599,340 (+5.7%) from 2019

Liabilities

Up

$177,855

Up $146,150 (+461%) from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin81st percentile

Revenue

Down

$1,934,159

Down $137,018 (-6.6%) from 2019

Expenses

Down

$1,413,815

Down $469,338 (-25%) from 2019

Net Income

Up

$520,344

Up $332,320 (+177%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2020

Assets$11,353,115
Liabilities$177,855
Net Assets$11,175,260
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$1,934,159
Expenses$1,413,815
Net Income$520,344
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 12, 2021
Return Version
2019v5.0
Gross Receipts
$9,245,894
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,061,919$7,125,006▲ $63,087
Investments Other Securities$2,303,513$2,302,596▼ $917
Cash and Non-Interest-Bearing Accounts$402,173$754,356▲ $352,183
Savings and Temporary Cash Investments$95,442$354,632▲ $259,190
Land, Buildings, and Equipment, Net$7,021$12,771▲ $5,750
Inventories for Sale or Use$7,833$10,377▲ $2,544
Prepaid Expenses and Deferred Charges-$1,411-
Accounts Receivable-$113-
Total Assets$10,607,625$11,353,115▲ $745,490
Other Assets Total$729,724$791,853▲ $62,129
Liabilities
Unsecured Notes Loans Payable-$104,700-
Accounts Payable and Accrued Expenses$31,705$64,120▲ $32,415
Deferred Revenue-$9,035-
Total Liabilities$31,705$177,855▲ $146,150
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,821,348$8,161,852▲ $340,504
Net Assets Without Donor Restrictions$2,754,572$3,013,408▲ $258,836
Total Net Assets Fund Balance$10,575,920$11,175,260▲ $599,340
Total Liabilities and Net Assets / Fund Balance$10,607,625$11,353,115▲ $745,490

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,771$99,697$112,468
Other Assets Org$6,600--
Other Securities$569,916--
Closely Held Equity Interests$1,732,680--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,340,451$149,784▲ $237,114$220,442$4,418,073
2018$4,392,835$92,301▲ $153,141$122,409$4,340,451
2017$4,321,942$51,238▲ $261,104$88,662$4,392,835
2016$4,031,707$92,601▲ $469,267$82,283$4,321,942
2015$4,082,778$341,652▼ $160,377$79,582$4,031,707
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mandi YoungDirector MajFT$105,594$105,594

Board Members and Trustees

NameTitle
Andie Burchett KashChairman
Pamela Ferguson-gainesPresident
Beth Denney WardTrustee
Danita MorganTrustee
Delicia Bryant ArnoldTrustee
Jen FreeTrustee
Jen WuTrustee
Jennifer JardineTrustee
Mary Romeo YoungTrustee
Robin White FanningTrustee
Shannon Byrnes WeaverTrustee
Jennifer Chapman JoynerSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$1,573,098
Program Service Revenue
$0
Investment Income
$361,061
Other Revenue
$0
All Other Contributions
$1,078,578
Change in Net Assets
$520,344

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,934,159
Revenue Not Reported on Form 990
$143,628
Total Revenue per Audited Statements
$2,077,787
Total Revenue per Form 990
$1,934,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$589,527
Other Expenses$553,850
Salaries, Compensation, and Employee Benefits$510,751
Grants and Similar Amounts Paid$349,214
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$62,408$103,639$219,066$385,113
Grants to Domestic Individuals$183,734--$183,734
Grants to Domestic Orgs$165,480--$165,480
Occupancy$78,541$20,669$38,582$137,792
Fees for Services Other$31,877$39,972$62,084$133,933
Office Expenses-$3,672$50,914$54,586
Other Employee Benefits$8,078$13,045$27,756$48,879
Information Technology$352$42,419$2,825$45,596
Current Officers, Directors, Trustees, and Key Employees$7,015$13,154$23,677$43,846
Travel$2,181$14,357$26,832$43,370
Payroll Taxes$5,322$9,000$18,591$32,913
Other Expenses$3,145$9,598$12,454$9,598
All Other Expenses--$7,709$7,709
Depreciation Depletion-$3,650-$3,650
Total Functional Expenses$548,133$276,155$589,527$1,413,815

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,413,815
Total Expenses per Audited Statements$1,413,815
Total Expenses per Form 990$1,413,815
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Mu Fraternity IncPeachtree City, GA--$155,480
Project HopeMillwood, VA--$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
M3$309,042---
Day of Giving$69,500---
Total Events$494,520---
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
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
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 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 organizations 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 potenti al 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 comp arable 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. Salaries are based on comparable compensation data.”

Form 990, Page 6, Part VI, Line 19

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

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
Kristin Tofanelli
Title
Executive Director
Phone
7706322090
Signed
2021-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Tofanelli
Formed
1957
Legal Domicile
Tn
Voting Board Members
12
Independent Board Members
12
Employees
9
Volunteers
30

Preparer

Firm
Agl CPA Group LLC
Address
1870 BUFORD HIGHWAY STE 100, DULUTH, GA 30097
Preparer
James P Leutenegger CPA
Phone
7706222982
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 the philanthropic purposes are directed primarily towards the childrens miracle network. During the years ended june 30, 2020 and 2019, the collegiate and alumnae chapters and individual members, through the direction of the foundation, raised and remitted approximately 1,837,000 and 2,295,000 to this charity, respectively.”

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

“Academic scholarships/member assistance/leadership programs: the foundation awards more than 100 graduate and undergraduate scholarships each academic year. Most scholarships are unrestricted, but some have been established for a particular chapter, field of study, state of residence or college. There are both merit and financial need based scholarships. In addition, the foundation is proud to provide emergency grants for collegiate and alumnae members who experience financial distress due to natural disasters, medical emergencies, or other severe personal or family issues. To further support the mission of educational and leadership initiatives, the foundation awards grants to phi mu fraternity for the development of premier, values-based programming such as greek life edu, phi mu leadership institute, and the chapter consultant program.”

Form 990, Part XI, Line 9

“Change in cash surrender value of life insurance p 64,151 loss in investment in phi mu real estate holding -64,632 change in value of charitable remainder trust -2,022 total -2,503”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is exempt from income taxes under section 501(c)(3) of the u.s. Internal revenue code and is classified as an organization which is not a private foundation under section 509(a) of the u.s. Internal revenue code. The foundation qualifies for the charitable contribution deduction. During 2020 and 2019, all activities of the foundation qualify as exempt activities and do not give rise to unrelated business income. Fasb asc topic 740, income taxes, requires the evaluation of tax positions taken or expected to be taken in the course of preparing the foundations 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 positions using the provisions of fasb asc topic 450, contingencies. Management believes there are no material estimates that should be accrued as of june 30, 2020 and 2019. The foundation believes it is no longer subject to income tax examinations for years prior to 2016.”

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

“Change in cash surrender value 64,151 change in fair value of charitable trust -2,022”

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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, EDUCATIONAL PROGRAMS, AND HISTORIC PRESERVATION.
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IRS990/ProgSrvcAccomActy2Grp/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 BROUCHURES THAT DESCRIBE THE ROOM AND FURNISHINGS FOR VISITORS WHO TOUR THE HOUSE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07251
IRS990/ProgSrvcAccomActy3Grp/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 CHILDRENS MIRACLE NETWORK HOSPITALS, PHI MU FRATERNITY (THROUGH THE ADMINISTRATIVE SERVICES OF THE FOUNDATION)HAS COMMITTED TO CONTIBUTE AT LEAST 500,000 ANNUALLY. EACH COLLEGIATE ALUMNAE CHAPTER IS RESPONSIBLE FOR RAISING FUNDS FOR THIS IMPORTANT PHILANTHROPY.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS IN CHARITABLE REMAINDER TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH SURRENDER VALUE OF LIFE INS.

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,353,115
Liabilities
$177,855
Net assets
$11,175,260
Revenue
$1,934,159
Expenses
$1,413,815
Net income
$520,344
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