Civic Intelligence

Phi Mu Foundation Inc

990 • Fiscal year 2025 • EIN 62-6042543

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 28, 2025

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

31st percentile

$134,807

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

82%

Faster revenue growth than 93% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$14,249,840

Up $1,368,127 (+11%) from 2024

Net Assets

Up

$14,215,014

Up $1,456,396 (+11%) from 2024

Liabilities

Down

$34,826

Down $88,269 (-72%) from 2024

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin83rd percentile

Revenue

Up

$2,955,225

Up $1,329,187 (+82%) from 2024

Expenses

Up

$2,077,637

Up $535,847 (+35%) from 2024

Net Income

Up

$877,588

Up $793,340 (+942%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2025

Assets$14,249,840
Liabilities$34,826
Net Assets$14,215,014
Open 2025 Filing

Operations Trend

Revenue Growth93rd 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

2025

Revenue$2,955,225
Expenses$2,077,637
Net Income$877,588
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.0
Gross Receipts
$5,246,221
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$9,287,122$10,742,285▲ $1,455,163
Investments Other Securities$1,677,916$1,600,601▼ $77,315
Savings and Temporary Cash Investments$701,505$629,334▼ $72,171
Cash and Non-Interest-Bearing Accounts$481,800$513,270▲ $31,470
Accounts Receivable$39,145$9,690▼ $29,455
Inventories for Sale or Use$8,103--
Prepaid Expenses and Deferred Charges$44,109$8,103▼ $36,006
Land, Buildings, and Equipment, Net$3,720$2,017▼ $1,703
Other Notes and Loans Receivable, Net$1,300--
Total Assets$12,881,713$14,249,840▲ $1,368,127
Other Assets Total$636,993$744,540▲ $107,547
Liabilities
Deferred Revenue$60,954--
Other Liabilities$26,515$18,000▼ $8,515
Accounts Payable and Accrued Expenses$35,626$16,826▼ $18,800
Total Liabilities$123,095$34,826▼ $88,269
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,570,753$9,553,930▲ $983,177
Net Assets Without Donor Restrictions$4,187,865$4,661,084▲ $473,219
Total Net Assets Fund Balance$12,758,618$14,215,014▲ $1,456,396
Total Liabilities and Net Assets / Fund Balance$12,881,713$14,249,840▲ $1,368,127

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,017$34,690$36,707
Other Assets Org$223,760--
Closely Held Equity Interests$1,600,601--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,480,804$192,028▲ $557,387$139,525$5,948,844
2023$5,061,121$73,665▲ $569,535$161,337$5,480,804
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
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristin TofanelliExecutive DiFT$134,807$134,807

Board Members and Trustees

NameTitle
Lynn Storlien-mcgrawChairman
Janeen JudahPresident
Cindy GoldmanTrustee
Dorothy HughesTrustee
Erin Wise ClementsTrustee
Jennifer RhatiganTrustee
Shaby Tabibi RosalesTrustee
Shannon Byrnes WeaverTrustee
Shannon GibbsTrustee
Robin Mays BenoitSecretary
Vicki RyanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,540,787
Program Service Revenue
$0
Investment Income
$414,438
Other Revenue
$0
All Other Contributions
$2,051,887
Change in Net Assets
$877,588

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,955,225
Revenue Not Reported on Form 990
$578,808
Total Revenue per Audited Statements
$3,534,033
Total Revenue per Form 990
$2,955,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$772,086
Salaries, Compensation, and Employee Benefits$662,494
Other Expenses$643,057
Total Fundraising Expense$497,656
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$571,736--$571,736
Other Salaries and Wages$172,662$92,399$149,799$414,860
Grants to Domestic Individuals$200,350--$200,350
Current Officers, Directors, Trustees, and Key Employees$33,702$53,923$47,182$134,807
Information Technology$19,735$84,338$6,548$110,621
Fees for Services Other$3,800$70,370$23,878$98,048
Travel$36,178$4,319$52,019$92,516
Other Employee Benefits$26,257$17,434$28,743$72,434
Office Expenses$429$5,718$49,550$55,697
Payroll Taxes$15,519$10,236$14,638$40,393
All Other Expenses$9,560$13,451$11,535$34,546
Other Expenses$6,778$1,534$17,745$17,745
Depreciation Depletion-$3,011-$3,011
Total Functional Expenses$1,195,195$384,786$497,656$2,077,637

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,077,637
Total Expenses per Audited Statements$2,077,637
Total Expenses per Form 990$2,077,637
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Eta Housing CorporationBaton Rouge, LA--$362,129
Phi Mu Fraternity IncPeachtree City, GA--$124,000
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
True to Phi Mu$223,258---
Day of Giving$106,069---
Total Events$488,900---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$18,000
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
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Tofanelli
Formed
1957
Legal Domicile
Tn
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
55

Preparer

Firm
Doeren Mayhew
Address
2905 PREMIERE PARKWAY SUITE 150, 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 -77,315 change in cash surrender value of life insurance p 8,360 change in value of charitable remainder trust 25,754 total -43,201”

Financial Statement Notes

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

“Change in cash surrender value 8,360 change in fair value of charitable trust 25,754 investment loss in holding company -77,315”

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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,249,840
Liabilities
$34,826
Net assets
$14,215,014
Revenue
$2,955,225
Expenses
$2,077,637
Net income
$877,588
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