PHI GAMMA DELTA OF MICHIGAN FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PHI GAMMA DELTA OF MICHIGAN FOUNDATION (EIN 31-1807203)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-13
IRS object ID
202112259349300111
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-13T07:45:26-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200436877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEFFORIA PETIK & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12178 S STATE ST STE DAddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP481048107ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311807203EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHI GAMMA DELTA OF MICHIGANBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPHIGBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 MINEOLA DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342396321ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLEY V REAPersonNm
Person TitlePRESIDENT, SEC/TREASPersonTitleTxt
Signature2021-08-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKELLEYPersonFirstNm
Person LastREAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY PETIKPreparerPersonNm
PTINP00037527PTIN
Phone7347478863PhoneNum
Preparation2021-08-09PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKELLEY V REAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 MINEOLA DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34239ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,168GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionEDUCATIONAL ENHANCEMENT FOR FRATERNITY MEMBERSActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$25,200PYContributionsGrantsAmt
CY Contributions Grants$1,205CYContributionsGrantsAmt
PY Program Service Revenue$7,616PYProgramServiceRevenueAmt
CY Program Service Revenue$6,902CYProgramServiceRevenueAmt
PY Investment Income$7,165PYInvestmentIncomeAmt
CY Investment Income$1,061CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$39,981PYTotalRevenueAmt
CY Total Revenue$9,168CYTotalRevenueAmt
PY Grants And Similar Paid$25,200PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$15,864PYOtherExpensesAmt
CY Other Expenses$16,569CYOtherExpensesAmt
PY Total Expenses$41,064PYTotalExpensesAmt
CY Total Expenses$16,569CYTotalExpensesAmt
PY Revenues Less Expenses-$1,083PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,401CYRevenuesLessExpensesAmt
Total Assets BOY$631,673TotalAssetsBOYAmt
Total Assets EOY$592,340TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$631,673NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$592,340NetAssetsOrFundBalancesEOYAmt
MissionEDUCATIONAL ENHANCEMENT FOR FRATERNITY MEMBERSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$16,000ExpenseAmt
DescEDUCATIONAL SCHOLARSHIPS AWARDED TO MEMBERS OF UNDERGRADUATE FRATERNITYDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPROVIDE INTERNET AND CABLE SERVICES TO FRATERNITY HOUSE FOR EDUCATIONAL PURPOSESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$16,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKELLEY REAPersonNm
Phone7349980828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 MINEOLA DRIVEAddressLine1Txt
Address Line23300 MINEOLA DRIVEAddressLine2Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34239ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TOM EAMES
VICE PRESIDEYes (X)$0$0$0
CHRIS PARKER
VICE PRESIDEYes (X)$0$0$0
KELLEY V REA
PRESIDENT, SYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$1,205GovernmentGrantsAmt
Total Contributions$1,205TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFRATERNITY LOAN INTERESTDesc
Total Revenue Column$6,902TotalRevenueColumnAmt
Related Or Exempt Func Income$6,902RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,902TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,000TotalRevenueColumnAmt
Exclusion$1,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$61OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$61OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$61TotalRevenueColumnAmt
Exclusion$61ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,168TotalRevenueColumnAmt
Related Or Exempt Func Income$6,902RelatedOrExemptFuncIncomeAmt
Exclusion$1,061ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Management And General$500ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$45TotalAmt
Management And General$45ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
AWARDS$16,000$16,000
FEES$24$24

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,569TotalAmt
Program Services$16,000ProgramServicesAmt
Management And General$569ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$103,323BOYAmt
EOY$123,116EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$284,261BOYAmt
EOY$286,758EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,248LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,248LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$48,608BOYAmt
EOY$6,701EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$195,481BOYAmt
EOY$175,765EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$631,673BOYAmt
EOY$592,340EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$631,673BOYAmt
EOY$592,340EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$631,673BOYAmt
EOY$592,340EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$631,673BOYAmt
EOY$592,340EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$7,401ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$31,932NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,296CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,200CurrentTaxYearMinus1YearAmt
Current Tax Year$1,205CurrentTaxYearAmt
Total$131,455TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,981CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,736CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,168CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,790CurrentTaxYearMinus1YearAmt
Current Tax Year$6,902CurrentTaxYearAmt
Total$76,577TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,277CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,290CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,990CurrentTaxYearMinus1YearAmt
Current Tax Year$8,107CurrentTaxYearAmt
Total$208,032TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,000CurrentTaxYearMinus1YearAmt
Total$55,000TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,000CurrentTaxYearMinus1YearAmt
Total$55,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$153,032PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,717CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,533CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,848CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,813CurrentTaxYearMinus1YearAmt
Current Tax Year$1,000CurrentTaxYearAmt
Total$31,911TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,717CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,533CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,848CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,813CurrentTaxYearMinus1YearAmt
Current Tax Year$1,000CurrentTaxYearAmt
Total$31,911TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,823CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,803CurrentTaxYearMinus1YearAmt
Current Tax Year$9,107CurrentTaxYearAmt
Total$239,943TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.63780PublicSupportCY509Pct
Public Support PY5090.66290PublicSupportPY509Pct
Investment Income CY0.13000InvestmentIncomeCYPct
Investment Income PY0.13000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPORTING SCHEDULEFormAndLineReferenceDesc
ExplanationUNEXPECTED BEQUEST 0ExplanationTxt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,248OtherCostOrOtherBasisAmt
Depreciation$9,248DepreciationAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescLOANS RECEIVABLEDesc
Book Value$175,765BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$175,765TotalBookValueProgramRltdAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6VOLUNTEER BOARD MEMEBERS
FORM 990, PAGE 6, PART VI, LINE 11BRETURN REVIEWED BY PRESIDENT BEFORE FILING.
FORM 990, PAGE 6, PART VI, LINE 19AVAILABLE UPON REQUEST

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