2026-04-15T07:46:27-05:00 2025-05-31 273858252 DEAN DORTON ALLEN FORD PLLC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2024-06-01 610435245 PHI MU ALPHA SINFONIA FRATERNITY OF AMER PHIM 8128672433 10600 OLD STATE ROAD EVANSVILLE IN 47711 STEPHEN C WALKER BURSAR 8128672433 2026-04-14 1 0 YVONNE B DE CALONNE P00163431 3174690169 2026-04-14 2024 2025-03-06 01:10:19Z STEPHEN C WALKER 10600 OLD STATE ROAD EVANSVILLE IN 47711 821771 0 X WWW.SINFONIA.ORG X 1904 NY THE DEVELOPMENT OF THE BEST AND TRUEST FRATERNAL SPIRIT; THE MUTUAL WELFARE AND BROTHERHOOD OF MUSICAL STUDENTS; THE ADVANCEMENT OF MUSIC IN AMERICA, AND A LOYALTY TO THE ALMA MATER. 4 4 7 50 6323 0 0 0 806630 815177 4929 6106 54008 488 865567 821771 0 0 0 0 171367 57607 0 0 0 374038 686215 545405 743822 320162 77949 1805282 1067492 1835585 743246 -30303 324246 THE FRATERNITY IS DEDICATED TO THE DEVELOPMENT OF THE BEST AND TRUEST FRATERNAL SPIRIT, THE MUTUAL WELFARE AND BROTHERHOOD OF MUSICAL STUDENTS, THE ADVANCEMENT OF MUSIC IN AMERICA, AND A LOYALTY TO THE ALMA MATER. 0 0 THE FRATERNITY CONTINUES TO INCREASE SERVICES TO MEMBERS AND CHAPTERS TO PROVIDE MORE OPPORTUNITIES FOR FELLOWSHIP AMONG BROTHERS AND MUSICAL PRESENTATIONS TO THE COMMUNITIES. OUR ALUMNI ENGAGEMENT PROGRAMS HAVE SEEN MODEST GROWTH, AS WE CONTINUE TO REBUILD POST PANDEMIC. THE FRATERNITY CONTINUES TO STRENGTHEN OUR RISK MANAGEMENT EDUCATION PROGRAMMING. WE HAVE SEEN SIGNIFICANT INCREASES IN INDIVIDUAL MEMBER COMPLIANCE WITH POLICIES AS A RESULT OF MANDATORY ASSESSMENTS FOR ACTIVE COLLEGIATE MEMBERS AND ALL VOLUNTEER LEADERS. WE HAVE RETURNED TO IN-PERSON MEETINGS, WHERE FINANCES AND CIRCUMSTANCES ALLOW. OUR NATIONAL HEADQUARTERS HAS BEEN MADE AVAILABLE TO OUR VOLUNTEER LEADERS FOR ANNUAL EVENTS, AND SOME CHAPTERS HAVE COORDINATED VISITS. WE HAVE ALSO BROUGHT BACK "LYRECREST WORK WEEKENDS" WHERE BROTHERS COME TO THE HEADQUARTERS TO HELP WITH PROPERTY BEAUTIFICATION. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 7 0 1 1 0 0 0 0 116400 0 0 0 0 X 4 4 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 8128672433 10600 OLD STATE ROAD EVANSVILLE IN 47711 KYLE C COLEMAN NATIONAL PRESIDENT 2.00 X X 0 0 0 WESLEY J TAYLOR NATIONAL VP 2.00 X X 0 0 0 JESSE A REYES SECRETARY/TREASURER 2.00 X X 0 0 0 J ANDREW OWEN NATIONAL HISTORIAN 2.00 X X 0 0 0 JARED IVORY EXECUTIVE DIRECTOR 40.00 X 7500 0 0 7500 0 0 0 0 0 0 0 MEMBER ASSESSMENT - PE 611710 502969 502969 INITIATION FEES 611710 117400 117400 INITIATION MATERIALS 611710 69840 69840 EVENTS 611710 65352 65352 OTHER PROGRAM REVENUES 611710 59616 59616 815177 6106 6106 217 217 MISCELLANEOUS 900099 271 271 271 821771 815448 6323 0 51001 764 5842 2100 49610 466 14173 1480 38580 44018 1966 34352 24762 171522 FRATERNITY OPERATIONS 179162 STAFFING EXPENSE 67318 INVENTORY WRITE OFF 41915 COMMUNICATIONS 9574 5217 743822 173 0 925935 583358 60918 19200 248199 30672 1142505 806933 478586 335572 91471 98690 1805282 1067492 667964 262725 435791 560 206102 0 525728 479961 1835585 743246 X -30303 324246 -30303 324246 1805282 1067492 77949 3208 273392 0 X 0 0 0 158714 158714 503918 365566 138352 260387 255531 4856 219486 185836 33650 335572 SBA-EIDL LOAN 479961 479961 FORM 990, PART VI, SECTION A, LINE 6 THE NATIONAL PRESIDENT AND THE NATIONAL VICE PRESIDENT SHALL BE ELECTED AND INSTALLED AT THE NATIONAL CONVENTION BY ITS MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE NATIONAL PRESIDENT AND THE NATIONAL VICE PRESIDENT SHALL BE ELECTED AND INSTALLED AT THE NATIONAL CONVENTION BY ITS MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT OF THE DRAFT TAX RETURNS FROM THE EXTERNAL ACCOUNTING FIRM, THE CONTROLLER AND THE EXECUTIVE DIRECTOR REVIEW THE RETURNS WITH THE MEMBERS OF THE NATIONAL EXECUTIVE COMMITTEE'S FINANCE COMMITTEE, WHO HAVE THE EXPERIENCE AND FINANCIAL ACUMEN TO UNDERSTAND THE FILINGS AND PROVIDE PROPER FIDUCIARY OVERSIGHT. THE RETURNS ARE APPROVED FOR FILING. THE ENTIRE BOARD REVIEWS THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY ANY NATIONAL OFFICER, MEMBER OF THE NATIONAL EXECUTIVE COMMITTEE, OR KEY EMPLOYEE, WHO ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AT THE TIME THE SIGNED DISCLOSURE FORM IS SUBMITTED, OR AT ANY POINT IN TIME WHEN THE INDIVIDUAL BECOMES, OR IS MADE, AWARE OF A POTENTIAL CONFLICT. CONFLICTS ARE REPORTED IN WRITING TO THE NATIONAL PRESIDENT AND THE EXECUTIVE DIRECTOR, WHO MAY REQUEST ADDITIONAL INFORMATION AND INVESTIGATE THE CONFLICT SITUATION. MEMBERS WHO ARE UNDER INVESTIGATION FOR POTENTIAL CONFLICTS OF INTEREST ARE NOT ALLOWED TO PARTICIPATE IN ANY DEBATES, DELIBERATIONS OR DECISIONS WHILE THE INVESTIGATION IS IN PROGRESS. MEMBERS WITH DISCLOSED AND IDENTIFIED CONFLICTS OF INTEREST ARE NOT ALLOWED TO PARTICIPATE IN DELIBERATION OR DECISIONS WHICH INVOLVE MATTERS IN WHICH A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 ANY COMPENSATION INCREASES FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE NATIONAL PRESIDENT/NATIONAL EXECUTIVE COMMITTEE. THE NATIONAL PRESIDENT AND THE NATIONAL EXECUTIVE COMMITTEE REVIEW FORM 990S OF SIMILAR FRATERNITIES TO ENSURE THE COMPENSATION BEING PAID IS REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FORM 990 ARE MADE AVAILABLE TO MEMBERS ON AN ANNUAL BASIS. THESE DOCUMENTS ARE ALSO SUMMARIZED AT THE TRI-ANNUAL CONFERENCE IN THE TREASURER'S REPORT. ANY OTHER DOCUMENTS NOT PROVIDED ARE AVAILABLE UPON REQUEST AT ANY TIME.