Civic Intelligence

Phoebus Fund

EIN 23-6856169 • Shelburne, VT

256 Sutton Farm DriveShelburne, VT 05482
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Net Margin

4th percentile

-150%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

51st percentile

3.1%

Faster asset growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-6.8%

Faster revenue growth than 25% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,682,792

Up $49,910 (+3.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,682,792

Up $49,910 (+3.1%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Down

$36,370

Down $2,671 (-6.8%) from 2024

Expenses

Up

$91,056

Up $6,867 (+8.2%) from 2024

Net Income

Down

-$54,686

Down $9,538 (-21%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,247,172Liabilities 2013: $286Net Assets 2013: $1,246,8862013Assets 2014: $1,322,432Liabilities 2014: $2,660Net Assets 2014: $1,319,7722014Assets 2016: $1,311,992Liabilities 2016: $436Net Assets 2016: $1,311,5562016Assets 2017: $1,365,987Liabilities 2017: $843Net Assets 2017: $1,365,1442017Assets 2018: $1,379,839Liabilities 2018: $1,118Net Assets 2018: $1,378,7212018Assets 2019: $1,393,144Liabilities 2019: $59Net Assets 2019: $1,393,0852019Assets 2020: $1,405,092Liabilities 2020: $0Net Assets 2020: $1,405,0922020Assets 2021: $1,534,565Liabilities 2021: $0Net Assets 2021: $1,534,5652021Assets 2022: $1,325,698Liabilities 2022: $0Net Assets 2022: $1,325,6982022Assets 2023: $1,405,436Liabilities 2023: $0Net Assets 2023: $1,405,4362023Assets 2024: $1,632,882Liabilities 2024: $0Net Assets 2024: $1,632,8822024Assets 2025: $1,682,792Liabilities 2025: $0Net Assets 2025: $1,682,7922025

Highlighted filing

2025

Assets$1,682,792
Liabilities$0
Net Assets$1,682,792
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2013: $70,3522013Revenue 2014: $25,701Expenses 2014: $76,377Net Income 2014: -$50,6762014Revenue 2016: $54,731Expenses 2016: $76,020Net Income 2016: -$21,2892016Revenue 2017: $90,645Expenses 2017: $75,902Net Income 2017: $14,7432017Revenue 2018: $37,435Expenses 2018: $81,051Net Income 2018: -$43,6162018Revenue 2019: $81,674Expenses 2019: $88,071Net Income 2019: -$6,3972019Revenue 2020: $28,893Expenses 2020: $82,315Net Income 2020: -$53,4222020Revenue 2021: $35,011Expenses 2021: $81,537Net Income 2021: -$46,5262021Revenue 2022: $32,032Expenses 2022: $90,230Net Income 2022: -$58,1982022Revenue 2023: $42,252Expenses 2023: $77,663Net Income 2023: -$35,4112023Revenue 2024: $39,041Expenses 2024: $84,189Net Income 2024: -$45,1482024Revenue 2025: $36,370Expenses 2025: $91,056Net Income 2025: -$54,6862025

Highlighted filing

2025

Revenue$36,370
Expenses$91,056
Net Income-$54,686
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,682,792
Liabilities
$0
Net assets
$1,682,792
Revenue
$36,370
Expenses
$91,056
Net income
-$54,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.04$0.09$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.04$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.03$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.03$0.08$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 8, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana ValentineTrustee-$0--
Miles SmithTrustee-$0--
Shelly SmithTrustee-$0--
B Tyson SmithTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General SupportPCPhiladelphia, PA, US$81,644
Filing and Contact Details

Filer

Filer Name
Phoebus Fund
EIN
23-6856169
In Care Of
% Dana Valentine
Phone
8028469500
Address
256 Sutton Farm Drive, Shelburne, VT 05482

Signing Officer

Name
Dana Valentine
Title
Trustee
Phone
8028469500
Signed
2026-02-08
Discuss with paid preparer
Yes

Preparer

Firm
J A Goldsbury PC
Address
1795 Williston Road Suite 130, South Burlington, VT 05403
Preparer
James a Goldsbury CPA
Phone
8028636788
Raw XML Appendix235 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1256 Sutton Farm Drive
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0361
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA VALENTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08028469500
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phoebus Fund
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0236856169
ReturnHeader/Filer/InCareOfNm0% Dana Valentine
ReturnHeader/Filer/PhoneNum08028469500
ReturnHeader/Filer/USAddress/AddressLine1Txt0256 Sutton Farm Drive
ReturnHeader/Filer/USAddress/CityNm0Shelburne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005482
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030367787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J A Goldsbury PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01795 Williston Road Suite 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Burlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005403
ReturnHeader/PreparerPersonGrp/PhoneNum08028636788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A GOLDSBURY CPA
ReturnHeader/ReturnTs02026-02-09T09:01:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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