Civic Intelligence

Vermont Pi Beta Phi Inc

990EZ • Fiscal year 2014 • EIN 03-0148920

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 16, 2015

Organization Profilewww.pibetaphi.org/pibetaphi/uvm
40 Park StreetEssex Junction, VT 05452

(802) 324-3864

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.26x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

1.29x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-22%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-5.3%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

1.0%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$370,925

Down $20,742 (-5.3%) from 2013

Net Assets

Down

$275,837

Down $16,268 (-5.6%) from 2013

Liabilities

Down

$95,088

Down $4,474 (-4.5%) from 2013

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin9th percentile

Revenue

Up

$73,777

Up $704 (+1.0%) from 2013

Expenses

Up

$90,045

Up $7,762 (+9.4%) from 2013

Net Income

Down

-$16,268

Down $7,058 (-77%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$400K$300K$200K$100K$0Assets 2012: $303,149Liabilities 2012: $1,8342012Assets 2013: $391,667Liabilities 2013: $99,562Net Assets 2013: $292,1052013Assets 2014: $370,925Liabilities 2014: $95,088Net Assets 2014: $275,8372014Assets 2015: $241,869Liabilities 2015: $90,323Net Assets 2015: $151,5462015Assets 2016: $1Liabilities 2016: $02016

Highlighted filing

2014

Assets$370,925
Liabilities$95,088
Net Assets$275,837
Open 2014 Filing

Operations Trend

Revenue Growth48th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $73,780Expenses 2012: $66,261Net Income 2012: $7,5192012Revenue 2013: $73,073Expenses 2013: $82,283Net Income 2013: -$9,2102013Revenue 2014: $73,777Expenses 2014: $90,045Net Income 2014: -$16,2682014Revenue 2015: $78,139Expenses 2015: $202,430Net Income 2015: -$124,2912015Revenue 2016: $80,414Expenses 2016: $231,960Net Income 2016: -$151,5462016

Highlighted filing

2014

Revenue$73,777
Expenses$90,045
Net Income-$16,268
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 16, 2015
Return Version
2013v4.0
Gross Receipts
$73,777
Mission and Program Overview

Mission

Sorority House

Program Services

DescriptionGrantsExpenses
Provision of facilities for social interaction and charitable activities carried on by sorority members. 69 members.--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica MyersOfficer-$0--
Anne Trask ForcierOfficer-$0--
Christina GoodwinOfficer-$0--
Jeanie TomenyPresidentPT$0--
Alicia McNeilOfficer-$0--
Jennifer HauptmanOfficer-$0--
Filing and Contact Details

Filer

EIN
03-0148920
Phone
8023243864

Signing Officer

Name
Jeanie Tomeny
Title
President
Signed
2015-02-16
Discuss with paid preparer
Yes

Preparer

Preparer
Kristin Wildman CPA
Phone
8028462000
Supplemental Narrative

Additional Explanations

Other Expenses.1008

“Interest $4706”

Other Expenses.1009

“Depreciation $18628”

Other Expenses.1010

“Amortization $214”

Other Expenses.1

“Supplies $2545”

Other Expenses.2

“Miscellaneous $1343”

Other Expenses.3

“Office Expenses $98”

Other Assets.1002

“Furniture and Fixtures - Beginning $20030 Furniture and Fixtures - Ending $17631”

Other Assets.1012

“Intangible Assets - Beginning $979 Intangible Assets - Ending $765”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $98062 Secured Mortgages and Notes Payable - Ending $93588”

Total Liabilities.1

“Damage Deposit - Beginning $1500 Damage Deposit - Ending $1500”

Raw XML Appendix134 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jeanie Tomeny
IRS990EZ/BooksInCareOfDetail/PhoneNum08023243864
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1040 Park Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0Essex Junction
IRS990EZ/BooksInCareOfDetail/USAddress/State0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode005452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0160271
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153877
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16268
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018544
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0391667
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0370925
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt073777
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0456
IRS990EZ/LandAndBuildingsGrp/BOYAmt0210387
IRS990EZ/LandAndBuildingsGrp/EOYAmt0198652
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt072321
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0292105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0275837
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0292105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0275837
IRS990EZ/OccupancyRentUtltsAndMaintAmt019775
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jessica Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anne Trask Forcier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christina Goodwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeanie Tomeny
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alicia McNeil
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jennifer Hauptman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Officer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021009
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018396
IRS990EZ/OtherExpensesTotalAmt027534
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sorority House
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provision of facilities for social interaction and charitable activities carried on by sorority members. 69 members.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024192
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt099562
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt095088
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090045
IRS990EZ/TotalRevenueAmt073777
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.pibetaphi.org/pibetaphi/uvm
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest $4706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $18628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Amortization $214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $2545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous $1343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expenses $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Furniture and Fixtures - Beginning $20030 Furniture and Fixtures - Ending $17631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Intangible Assets - Beginning $979 Intangible Assets - Ending $765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Secured Mortgages and Notes Payable - Beginning $98062 Secured Mortgages and Notes Payable - Ending $93588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Damage Deposit - Beginning $1500 Damage Deposit - Ending $1500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanie Tomeny
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10Vermont Pi Beta Phi Inc
ReturnHeader/Filer/BusinessNameControlTxt0VERM
ReturnHeader/Filer/EIN0030148920
ReturnHeader/Filer/PhoneNum08023243864
ReturnHeader/Filer/USAddress/AddressLine1040 Park Street
ReturnHeader/Filer/USAddress/City0Essex Junction
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Grippin Donlan & Pinkham PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103 Baldwin Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0South Burlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode005403
ReturnHeader/PreparerPersonGrp/PhoneNum08028462000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristin Wildman CPA
ReturnHeader/ReturnTs02015-02-16T13:49:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$370,925
Liabilities
$95,088
Net assets
$275,837
Revenue
$73,777
Expenses
$90,045
Net income
-$16,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.80$2.32$1.52
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.90$1.52$0.78$2.02$1.24
2014Detailed filing. Detailed filing data is available for this year.$3.71$0.95$2.76$0.74$0.90$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$1.00$2.92$0.73$0.82$0.09
2012Summary only. Only limited summary data is available for this year.$3.03$0.02$0.74$0.66$0.08