Civic Intelligence

Vermont Pi Beta Phi Inc

990EZ • Fiscal year 2015 • EIN 03-0148920

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 17, 2016

Organization Profilewww.pibetaphi.org/pibetaphi/uvm
14 Sugartree Lane Unit F5Essex Junction, VT 05452

(802) 324-2864

Siviq Scores

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

Liabilities / Assets

86th percentile

0.37x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

1.16x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-159%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-35%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

5.9%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$241,869

Down $129,056 (-35%) from 2014

Net Assets

Down

$151,546

Down $124,291 (-45%) from 2014

Liabilities

Down

$90,323

Down $4,765 (-5.0%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin1st percentile

Revenue

Up

$78,139

Up $4,362 (+5.9%) from 2014

Expenses

Up

$202,430

Up $112,385 (+125%) from 2014

Net Income

Down

-$124,291

Down $108,023 (-664%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2015

Assets$241,869
Liabilities$90,323
Net Assets$151,546
Open 2015 Filing

Operations Trend

Revenue Growth60th 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

2015

Revenue$78,139
Expenses$202,430
Net Income-$124,291
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 17, 2016
Return Version
2014v6.0
Gross Receipts
$78,139
Mission and Program Overview

Mission

Sorority House

To mutually encourage and assist members in social, mental, and moral advancement, as well as enable alumnae members of Pi Beta Phi to continue in various membership roles.

Program Services

DescriptionGrantsExpenses
Provision of facilities for social interaction and charitable activities carried on by members. 67 members.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori DurstOfficer-$0--
Elizabeth RosettiOfficer-$0--
Anne ForcierOfficer-$0--
Jeanie TomenyPresidentPT$0--
Alicia McNeilOfficer-$0--
Jennifer HauptmanOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Vermont Pi Beta Phi Inc
EIN
03-0148920
Phone
8023242864
Address
14 Sugartree Lane Unit F5, Essex Junction, VT 05452

Signing Officer

Name
Jeanie Tomeny
Title
President
Signed
2016-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Grippin Donlan & Pinkham PLC
Address
3 Baldwin Avenue, South Burlington, VT 05403
Preparer
Kristin Wildman CPA
Phone
8028462000
Supplemental Narrative

Additional Explanations

Other Expenses.1008

“Interest $3651”

Other Expenses.1009

“Depreciation $18051”

Other Expenses.1010

“Amortization $214”

Other Expenses.1

“Unreimbursed fire expenses $16224”

Other Expenses.2

“Supplies $3783”

Other Expenses.3

“Lobbying $2100”

Other Expenses.4

“Miscellaneous $1571”

Other Assets.1002

“Furniture and Fixtures - Beginning $17631 Furniture and Fixtures - Ending $11315”

Other Assets.1012

“Intangible Assets - Beginning $765 Intangible Assets - Ending $551”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $93588 Secured Mortgages and Notes Payable - Ending $88823”

Total Liabilities.1

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

Raw XML Appendix137 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Jeanie Tomeny
IRS990EZ/BooksInCareOfDetail/PhoneNum08023242864
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015 Sugartree Lane Unit F5
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Essex Junction
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0153877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043088
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-124291
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08769
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0370925
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0241869
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt078139
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0172
IRS990EZ/LandAndBuildingsGrp/BOYAmt0198652
IRS990EZ/LandAndBuildingsGrp/EOYAmt0186915
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt077967
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0275837
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151546
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0275837
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151546
IRS990EZ/OccupancyRentUtltsAndMaintAmt0124533
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori Durst
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elizabeth Rosetti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Anne Forcier
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/BOYAmt018396
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011866
IRS990EZ/OtherExpensesTotalAmt045594
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To mutually encourage and assist members in social, mental, and moral advancement, as well as enable alumnae members of Pi Beta Phi to continue in various membership roles.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provision of facilities for social interaction and charitable activities carried on by members. 67 members.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt023534
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt095088
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt090323
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0202430
IRS990EZ/TotalRevenueAmt078139
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pibetaphi.org/pibetaphi/uvm
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest $3651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $18051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Amortization $214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unreimbursed fire expenses $16224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $3783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Lobbying $2100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous $1571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Furniture and Fixtures - Beginning $17631 Furniture and Fixtures - Ending $11315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Intangible Assets - Beginning $765 Intangible Assets - Ending $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Secured Mortgages and Notes Payable - Beginning $93588 Secured Mortgages and Notes Payable - Ending $88823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Damage 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 Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanie Tomeny
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Vermont Pi Beta Phi Inc
ReturnHeader/Filer/BusinessNameControlTxt0VERM
ReturnHeader/Filer/EIN0030148920
ReturnHeader/Filer/PhoneNum08023242864
ReturnHeader/Filer/USAddress/AddressLine1Txt014 Sugartree Lane Unit F5
ReturnHeader/Filer/USAddress/CityNm0Essex Junction
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grippin Donlan & Pinkham PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 Baldwin Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Burlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005403
ReturnHeader/PreparerPersonGrp/PhoneNum08028462000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristin Wildman CPA
ReturnHeader/ReturnTs02016-02-18T07:51:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$241,869
Liabilities
$90,323
Net assets
$151,546
Revenue
$78,139
Expenses
$202,430
Net income
-$124,291
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