Civic Intelligence

Phoebus Fund

990PF • Fiscal year 2023 • EIN 23-6856169

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 06, 2024

Organization Profile
256 Sutton Farm DriveShelburne, VT 05482

(802) 846-9500

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-84%

Higher net margin than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

60th percentile

6.0%

Faster asset growth than 60% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

32%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,405,436

Up $79,738 (+6.0%) from 2022

Net Assets

Up

$1,405,436

Up $79,738 (+6.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Up

$42,252

Up $10,220 (+32%) from 2022

Expenses

Down

$77,663

Down $12,567 (-14%) from 2022

Net Income

Up

-$35,411

Up $22,787 (+39%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$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

2023

Assets$1,405,436
Liabilities$0
Net Assets$1,405,436
Open 2023 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$42,252
Expenses$77,663
Net Income-$35,411
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 6, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana ValentineTrustee-$0--
Miles SmithTrustee-$0--
Shelly SmithTrustee-$0--
B Tyson SmithTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phoebus Fund
EIN
23-6856169
Address
256 Sutton Farm Drive, Shelburne, VT 05482

Signing Officer

Name
Dana Valentine
Title
Trustee
Phone
8028469500
Signed
2024-02-06
Discuss with paid preparer
No

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 Appendix277 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0875
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0275
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01146923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Charles Schwab investment acct
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01146923
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt036484
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036484
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-35411
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1U G I Corp
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0115419
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068898
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068898
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068898
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0468
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01060110
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01408443
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Dana Valentine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Miles Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Shelly Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3B Tyson Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1256 Sutton Farm Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2256 Sutton Farm Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3256 Sutton Farm Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Shelburne
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Shelburne
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Bread Roses Community Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01500 Walnut Street Ste 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019107
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt066260
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt068898
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068898
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0197
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018834
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04526
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04314
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06132
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069095
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0197
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0197
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0115419
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized gains on Investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Fees to Breton Financial
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07500
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0468
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0468
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Dana Valentine
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08028469500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phoebus Fund
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0236856169
ReturnHeader/Filer/USAddress/AddressLine1Txt0256 Sutton Farm Drive
ReturnHeader/Filer/USAddress/CityNm0Shelburne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005482
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/ReturnTs02024-02-10T15:04:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Valentine
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,405,436
Liabilities
$0
Net assets
$1,405,436
Revenue
$42,252
Expenses
$77,663
Net income
-$35,411
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