Civic Intelligence

Phi Mu Foundation Inc

990 • Fiscal year 2023 • EIN 62-6042543

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 20, 2024

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.01x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

20th percentile

-9.8%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$116,575

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

49th percentile

5.9%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

12%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$11,755,713

Up $652,620 (+5.9%) from 2022

Net Assets

Up

$11,738,553

Up $694,812 (+6.3%) from 2022

Liabilities

Down

$17,160

Down $42,192 (-71%) from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin20th percentile

Revenue

Up

$1,807,623

Up $188,485 (+12%) from 2022

Expenses

Up

$1,984,503

Up $210,554 (+12%) from 2022

Net Income

Down

-$176,880

Down $22,069 (-14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2023

Assets$11,755,713
Liabilities$17,160
Net Assets$11,738,553
Open 2023 Filing

Operations Trend

Revenue Growth62nd 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

2023

Revenue$1,807,623
Expenses$1,984,503
Net Income-$176,880
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 20, 2024
Return Version
2022v5.0
Gross Receipts
$3,420,593
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$8,186,396$8,315,464▲ $129,068
Investments Other Securities$1,589,979$1,753,851▲ $163,872
Savings and Temporary Cash Investments$279,254$593,136▲ $313,882
Cash and Non-Interest-Bearing Accounts$289,047$384,633▲ $95,586
Accounts Receivable$111,563$70,700▼ $40,863
Prepaid Expenses and Deferred Charges$50,141$12,285▼ $37,856
Inventories for Sale or Use$7,514$8,103▲ $589
Land, Buildings, and Equipment, Net$9,438$6,579▼ $2,859
Total Assets$11,103,093$11,755,713▲ $652,620
Other Assets Total$579,761$610,962▲ $31,201
Liabilities
Deferred Revenue$36,813--
Accounts Payable and Accrued Expenses$22,539$17,160▼ $5,379
Total Liabilities$59,352$17,160▼ $42,192
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,243,450$7,817,782▲ $574,332
Net Assets Without Donor Restrictions$3,800,291$3,920,771▲ $120,480
Total Net Assets Fund Balance$11,043,741$11,738,553▲ $694,812
Total Liabilities and Net Assets / Fund Balance$11,103,093$11,755,713▲ $652,620

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,579$28,821$35,400
Other Assets Org$89,983--
Closely Held Equity Interests$1,753,851--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$4,750,978$165,900▲ $348,399$63,767$5,061,121
2021$5,401,995$321,277▼ $742,173$65,090$4,750,978
2020$4,418,073$242,973▲ $936,157$92,523$5,401,995
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
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristin TofanelliExecutive DiFT$116,575$116,575
Mandi YoungDirector ofFT$108,856$108,856

Board Members and Trustees

NameTitle
Lynn Storlien-mcgrawChairman
Janeen JudahPresident
Cynthia BlandTrustee
Dorothy HughesTrustee
Erin ClementsTrustee
Jennifer JoynerTrustee
Jennifer RhatiganTrustee
Pamela GainesTrustee
Robin BenoitTrustee
Robin FanningTrustee
Shannon WeaverTrustee
Vicki RyanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,833,142
Program Service Revenue
$0
Investment Income
$-25,519
Other Revenue
$0
All Other Contributions
$1,491,496
Change in Net Assets
$-176,880

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,807,623
Revenue Not Reported on Form 990
$871,692
Total Revenue per Audited Statements
$2,679,315
Total Revenue per Form 990
$1,807,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$893,206
Salaries, Compensation, and Employee Benefits$713,736
Total Fundraising Expense$664,450
Grants and Similar Amounts Paid$377,561
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$151,710$97,092$220,260$469,062
Grants to Domestic Individuals$199,890--$199,890
Grants to Domestic Orgs$177,671--$177,671
Travel$61,260$17,723$51,057$130,040
Current Officers, Directors, Trustees, and Key Employees$29,144$46,630$40,801$116,575
Fees for Services Other$18,354$39,280$31,946$89,580
Information Technology$30,154$41,985$13,778$85,917
Other Employee Benefits$26,152$20,656$37,125$83,933
Office Expenses$8,923$6,998$47,244$63,165
Payroll Taxes$13,654$10,878$19,634$44,166
All Other Expenses$307$3,027$13,344$16,678
Other Expenses$183$14,434$61$14,678
Depreciation Depletion-$2,859-$2,859
Total Functional Expenses$954,329$365,724$664,450$1,984,503

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,984,503
Total Expenses per Audited Statements$1,984,503
Total Expenses per Form 990$1,984,503
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phi Mu Fraternity IncPeachtree City, GA--$138,000
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$200,563---
Day of Giving$99,068---
Total Events$341,646---
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 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
2024-02-20
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
8
Volunteers
74

Preparer

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

Additional Explanations

Form 990, 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

“Gain in investment in phi mu real estate holding 163,872 change in cash surrender value of life insurance p 5,432 change in value of charitable remainder trust 25,769 total 195,073”

Financial Statement Notes

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

“Change in cash surrender value 5,432 change in fair value of charitable trust 25,769 investment gain in holding company 163,872”

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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,755,713
Liabilities
$17,160
Net assets
$11,738,553
Revenue
$1,807,623
Expenses
$1,984,503
Net income
-$176,880
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
2023Detailed filing. Detailed filing data is available for this year.$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