PHI MU FOUNDATION INC (EIN 626042543) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

KRISTIN TOFANELLI

Phone

7706322090

Tax Period

2024-07-01 to 2025-06-30

PHI MU FOUNDATION INC, founded in 1957, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $878K, a strong 30% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,540,787

Program Service Revenue $0

Investment Income $414,438

Other Revenue $0

TOTAL REVENUE $2,955,225

Expense Breakdown

Grants Paid $772,086

Salaries & Benefits $662,494

Fundraising Expenses $497,656

Program Expenses $1,195,195

Other Expenses $643,057

TOTAL EXPENSES $2,077,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,955,225	$1,626,038	+0.8%
Expenses	$2,077,637	$1,541,790	+0.3%
Net Income	$877,588	$84,248	+9.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$134,807

Total Directors

$134,807

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN TOFANELLI	EXECUTIVE DI	40.00	Officer Director	$134,807	$0	$134,807
ROBIN MAYS BENOIT	SECRETARY	1.00	Director	$0	$0	$0
ERIN WISE CLEMENTS	TRUSTEE	1.00	Director	$0	$0	$0
SHANNON GIBBS	TRUSTEE	1.00	Director	$0	$0	$0
CINDY GOLDMAN	TRUSTEE	1.00	Director	$0	$0	$0
DOROTHY HUGHES	TRUSTEE	1.00	Director	$0	$0	$0
JANEEN JUDAH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER RHATIGAN	TRUSTEE	1.00	Officer Director	$0	$0	$0
SHABY TABIBI ROSALES	TRUSTEE	1.00	Director	$0	$0	$0
VICKI RYAN	TREASURER	1.00	Officer Director	$0	$0	$0
LYNN STORLIEN-MCGRAW	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SHANNON BYRNES WEAVER	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,955,225	$2,077,637	$14,249,840	$877,588
2024	$1,626,038	$1,541,790	$12,881,713	$84,248
2023	$1,807,623	$1,984,503	$11,755,713	$-176,880
2022	$1,619,138	$1,773,949	$11,103,093	$-154,811
2021	$3,270,251	$1,384,758	$12,898,353	$1,885,493
2020	$1,934,159	$1,413,815	$11,353,115	$520,344
2019	$2,071,177	$1,883,153	$10,607,625	$188,024
2018	$1,952,709	$1,693,611	$10,649,694	$259,098

PHI MU FOUNDATION INC