Civic Intelligence

Mu Phi Epsilon Foundation

990 • Fiscal year 2022 • EIN 95-6097896

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileWWW.MPEFOUNDATION.ORG
1611 County Road B W Ste 320Saint Paul, MN 55113

(651) 401-6766

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

1st percentile

-345%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

26th percentile

-6.6%

Faster asset growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$5,807,252

Down $407,668 (-6.6%) from 2021

Net Assets

Down

$5,807,252

Down $407,668 (-6.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin1st percentile

Revenue

Down

$50,171

Down $164,981 (-77%) from 2021

Expenses

Down

$223,478

Down $3,048 (-1.3%) from 2021

Net Income

Down

-$173,307

Down $161,933 (-1424%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,078,650Liabilities 2010: $0Net Assets 2010: $2,078,6502010Assets 2011: $2,901,880Liabilities 2011: $0Net Assets 2011: $2,901,8802011Assets 2012: $2,701,198Liabilities 2012: $0Net Assets 2012: $2,701,1982012Assets 2013: $2,899,498Liabilities 2013: $0Net Assets 2013: $2,899,4982013Assets 2014: $3,355,049Liabilities 2014: $0Net Assets 2014: $3,355,0492014Assets 2015: $3,360,600Liabilities 2015: $0Net Assets 2015: $3,360,6002015Assets 2016: $3,243,598Liabilities 2016: $0Net Assets 2016: $3,243,5982016Assets 2017: $3,935,554Liabilities 2017: $0Net Assets 2017: $3,935,5542017Assets 2018: $4,264,847Liabilities 2018: $0Net Assets 2018: $4,264,8472018Assets 2019: $4,600,352Liabilities 2019: $0Net Assets 2019: $4,600,3522019Assets 2020: $4,906,746Liabilities 2020: $0Net Assets 2020: $4,906,7462020Assets 2021: $6,214,920Liabilities 2021: $0Net Assets 2021: $6,214,9202021Assets 2022: $5,807,252Liabilities 2022: $0Net Assets 2022: $5,807,2522022Assets 2023: $5,588,300Liabilities 2023: $330Net Assets 2023: $5,587,9702023Assets 2024: $6,421,080Liabilities 2024: $0Net Assets 2024: $6,421,0802024

Highlighted filing

2022

Assets$5,807,252
Liabilities$0
Net Assets$5,807,252
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $113,8742010Expenses 2011: $92,9362011Expenses 2012: $114,0032012Expenses 2013: $125,3512013Revenue 2014: $127,114Expenses 2014: $141,113Net Income 2014: -$13,9992014Revenue 2015: $87,884Expenses 2015: $162,515Net Income 2015: -$74,6312015Revenue 2016: $111,617Expenses 2016: $139,064Net Income 2016: -$27,4472016Revenue 2017: $281,934Expenses 2017: $152,160Net Income 2017: $129,7742017Revenue 2018: $140,159Expenses 2018: $170,743Net Income 2018: -$30,5842018Revenue 2019: $220,531Expenses 2019: $167,437Net Income 2019: $53,0942019Revenue 2020: $142,983Expenses 2020: $193,139Net Income 2020: -$50,1562020Revenue 2021: $215,152Expenses 2021: $226,526Net Income 2021: -$11,3742021Revenue 2022: $50,171Expenses 2022: $223,478Net Income 2022: -$173,3072022Revenue 2023: $307,182Expenses 2023: $232,845Net Income 2023: $74,3372023Revenue 2024: $607,061Expenses 2024: $365,327Net Income 2024: $241,7342024

Highlighted filing

2022

Revenue$50,171
Expenses$223,478
Net Income-$173,307
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$118,278
Mission and Program Overview

Mission

The mu phi epsilon foundation is operated for the promotion and advancement of music and for the benefit of philanthropic projects of mu phi epsilon, a national music fraternity. The foundation provides scholarships and grants for music students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,155,806$5,802,482▼ $353,324
Savings and Temporary Cash Investments$33,821--
Cash and Non-Interest-Bearing Accounts$25,293$4,770▼ $20,523
Total Assets$6,214,920$5,807,252▼ $407,668
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,580,471$4,624,743▲ $44,272
Net Assets Without Donor Restrictions$1,634,449$1,182,509▼ $451,940
Total Net Assets Fund Balance$6,214,920$5,807,252▼ $407,668
Total Liabilities and Net Assets / Fund Balance$6,214,920$5,807,252▼ $407,668

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$6,359,091$44,272▼ $302,468-$6,000,895
2021$5,047,461$68,566▲ $1,375,414-$6,359,091
2020$4,725,036$33,060▲ $384,265-$5,047,461
2019$4,386,760$14,300▲ $400,676-$4,725,036
2018$4,040,246$7,320▲ $404,194-$4,386,760
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Zachariah CarlsonPresident
Dr Matthew HochVice President
Dr Kurt-alexander ZellerMember
Isabel De La CerdaMember
Kira DixonMember
Dr Katsuya YuasaSecretary
Sean KilgoreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,304
Program Service Revenue
$0
Investment Income
$-6,634
Other Revenue
$1,501
All Other Contributions
$55,304
Change in Net Assets
$-173,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,478
Grants and Similar Amounts Paid$100,000
Total Fundraising Expense$462
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$100,000--$100,000
Fees for Service Investment Mgmnt Fees-$71,147-$71,147
Fees for Services Management-$12,724-$12,724
Travel-$5,309-$5,309
Fees for Services Accounting-$4,861-$4,861
Fees for Services Other-$4,000-$4,000
Office Expenses$520$1,702-$2,222
Conferences and Meetings-$1,765-$1,765
Insurance-$1,650-$1,650
Other Expenses$937$12,000-$937
Advertising--$462$462
Total Functional Expenses$107,858$115,158$462$223,478
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the treasurer of the organization prior to filing. The treasurer reports to the rest of the governing body.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Mu Phi Epsilon Foundation
EIN
95-6097896
Phone
6514016766
Address
1611 COUNTY ROAD B W STE 320, SAINT PAUL, MN 55113

Signing Officer

Name
Dr Sophia Tegart
Title
President
Phone
6514016766
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Sophia Tegart
Formed
1963
Legal Domicile
Ne
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Doyle & Associates Pllc
Address
27555 EXECUTIVE DRIVE SUITE 165, FARMINGTON HILLS, MI 48331
Preparer
Michael V Higgins
Phone
2483476800
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is used to provide investment income for the funding of the scholarships and grants.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06359091
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt044272
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06000895
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-302468
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05047461
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt068566
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06359091
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0132350
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01375414
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04725036
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt033060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05047461
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt094900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0384265
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04386760
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt014300
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04725036
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt076700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0400676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04040246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt07320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04386760
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt065000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0404194
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS USED TO PROVIDE INVESTMENT INCOME FOR THE FUNDING OF THE SCHOLARSHIPS AND GRANTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0100000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt050
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ANNUALLY, THE TREASURER DETERMINES THE SCHOLARSHIP AMOUNTS FOR EACH SCHOLARSHIP FUND BASED ON THE ACCUMULATED PRINCIPAL AMOUNTS IN THE ENDOWMENT FUND. AFTER THE SCHOLARSHIP AMOUNTS ARE DETERMINED, THE ORGANIZATION ACCEPTS APPLICATIONS FOR EACH SCHOLARSHIP AVAILABLE. THE ORGANIZATION REVIEWS ALL OF THE APPLICATIONS AND SELECTS THE SCHOLARSHIPS TO APPROPRIATE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE TREASURER OF THE ORGANIZATION PRIOR TO FILING. THE TREASURER REPORTS TO THE REST OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06214920
IRS990/TotalAssetsEOYAmt05807252
IRS990/TotalAssetsGrp/BOYAmt06214920
IRS990/TotalAssetsGrp/EOYAmt05807252
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt055304
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0462
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0115158
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107858
IRS990/TotalFunctionalExpensesGrp/TotalAmt0223478
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0107858
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01501
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050171
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd055113
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.MPEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR SOPHIA TEGART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06514016766
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201414332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOYLE & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027555 EXECUTIVE DRIVE SUITE 165
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048331
ReturnHeader/PreparerPersonGrp/PhoneNum02483476800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL V HIGGINS
ReturnHeader/ReturnTs02023-05-15T15:42:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOPHIA TEGART
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,807,252
Liabilities
$0
Net assets
$5,807,252
Revenue
$50,171
Expenses
$223,478
Net income
-$173,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$0.00$6.42$0.61$0.37$0.24
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$0.00$5.59$0.31$0.23$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.05$0.22$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$0.00$6.21$0.22$0.23$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.00$4.91$0.14$0.19$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.60$0.00$4.60$0.22$0.17$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.14$0.17$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.28$0.15$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.11$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.09$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.13$0.14$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.00$2.90$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.00$2.70$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.00$2.90$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$0.11