Civic Intelligence

Beta Phi Mu

990EZ • Fiscal year 2016 • EIN 23-7369338

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 04, 2017

PO Box 42139Philadelphia, PA 19101

(267) 361-5018

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

Up

$115,795

Up $18,914 (+20%) from 2011

Net Assets

Up

$115,795

Up $18,914 (+20%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$56,831

Down $18,775 (-25%) from 2011

Expenses

Down

$58,506

Down $12,152 (-17%) from 2011

Net Income

Down

-$1,675

Down $6,623 (-134%) from 2011

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $91,933Net Assets 2010: $91,9332010Assets 2011: $96,881Net Assets 2011: $96,8812011Assets 2016: $115,795Net Assets 2016: $115,7952016Assets 2017: $99,181Net Assets 2017: $99,1812017Assets 2018: $82,538Liabilities 2018: $100Net Assets 2018: $82,4382018Assets 2019: $73,460Liabilities 2019: $115Net Assets 2019: $73,3452019Assets 2020: $67,663Liabilities 2020: $115Net Assets 2020: $67,5482020Assets 2021: $67,289Liabilities 2021: $130Net Assets 2021: $67,1592021Assets 2022: $84,236Liabilities 2022: $130Net Assets 2022: $84,1062022Assets 2023: $101,051Liabilities 2023: $130Net Assets 2023: $100,9212023Assets 2024: $117,856Liabilities 2024: $130Net Assets 2024: $117,7262024

Highlighted filing

2016

Assets$115,795
Liabilities-
Net Assets$115,795

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $61,545Expenses 2010: $62,298Net Income 2010: -$7532010Revenue 2011: $75,606Expenses 2011: $70,658Net Income 2011: $4,9482011Revenue 2016: $56,831Expenses 2016: $58,506Net Income 2016: -$1,6752016Revenue 2017: $57,739Expenses 2017: $74,353Net Income 2017: -$16,6142017Revenue 2018: $56,029Expenses 2018: $72,772Net Income 2018: -$16,7432018Revenue 2019: $55,301Expenses 2019: $64,394Net Income 2019: -$9,0932019Revenue 2020: $57,662Expenses 2020: $63,459Net Income 2020: -$5,7972020Revenue 2021: $53,061Expenses 2021: $53,450Net Income 2021: -$3892021Revenue 2022: $63,799Expenses 2022: $46,852Net Income 2022: $16,9472022Revenue 2023: $56,515Expenses 2023: $39,700Net Income 2023: $16,8152023Revenue 2024: $58,381Expenses 2024: $41,576Net Income 2024: $16,8052024

Highlighted filing

2016

Revenue$56,831
Expenses$58,506
Net Income-$1,675
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 4, 2017
Return Version
2016v3.0
Gross Receipts
$57,830
Mission and Program Overview

Mission

The organization recognizes the scholastic acheivement and leadership potential of library and information science students and provides scholarships and awards to further their education and provides other services to its members.

See Schedule O

Program Services

DescriptionGrantsExpenses
Schlorships and awards-$32,325
General Program-$19,869
Member services and newsletter-$3,264
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles McElroyPast President-$0--
Linda C SmithPresident-$0--
Vicki GregoryVice President-$0--
EM Claire KnowlesDirector-At-Large-$0--
Krystyna MatusiakDirector-At-Large-$0--
Robin CanuelDirector-$0--
Bill DavisDirector-$0--
Laura SaundersDirector-$0--
Emily KnoxDirector / Interim Treasurer-$0--
Alison M LewisExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Beta Phi Mu
EIN
23-7369338
Phone
2673615018
Address
PO Box 42139, Philadelphia, PA 19101

Signing Officer

Name
Alison M Lewis
Title
Executive Director
Phone
2157277847
Signed
2017-09-04
Discuss with paid preparer
No

Preparer

Firm
Creative Business Accounting & Tax Service
Address
510 Bainbridge St, Philadelphia, PA 19147
Preparer
Tamara L Ali Bey EA
Phone
8884077764
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Schlorships and Awards, Grantee Dr Eugene Garfield 1031 Barberry Rd Bryn Mawr PA 19010, Cash Grant 18,000, Relationship Donor

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 3,264

Form 990-EZ, Part I, Line 16, Other Expenses

Equipment rental and maintenance 160

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 262

Form 990-EZ, Part I, Line 16, Other Expenses

Telephone 133

Form 990-EZ, Part I, Line 16, Other Expenses

Website/ Internet 84

Form 990-EZ, Part I, Line 16, Other Expenses

Other Costs 17

Form 990-EZ, Part I, Line 16, Other Expenses

Chapter Rebates 270

Form 990-EZ, Part I, Line 16, Other Expenses

Dues 429

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Charges / Paypal 103

Form 990-EZ, Part I, Line 16, Other Expenses

License Fees 526

Form 990-EZ, Part II, Line 24, Other Assets

Inventory Beginning of year 5,721, End of year 5,721

Form 990-EZ, Part III, Section Statement of Program Achievements, Line 28

Bet Phi Mu recognizes the scholastic achivement and leadership potential of library and information science graduates, and fosters the values of scholarship, leadership, and service in its members.

Form 990-EZ, Part IV, Section List of Officers, Directors, Trustees, and Key Employees, Line Section

Organization hired Parlew Associates to outsource management of the organization under the association management model. This is a contracted service and is part of the professional expenses the orgainization has paid. Alison M. Lewis who is the Executive Director for the organization is a partner in Parlew Associates, LLC. Alison Lewis, nor Parlew Associates, receive any benefits from the organization.

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Vicki Gregory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EM Claire Knowles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Krystyna Matusiak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robin Canuel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bill Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Laura Saunders
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Emily Knox
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director-At-Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director-At-Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt05248
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt018600
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt065069
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0154
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0909
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03452
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0187
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0206
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0789
IRS990ScheduleA/InvestmentIncomeCYPct00.00230
IRS990ScheduleA/InvestmentIncomePYPct00.00290
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt082
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0903
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Schlorships and Awards, Grantee Dr Eugene Garfield 1031 Barberry Rd Bryn Mawr PA 19010, Cash Grant 18,000, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 3,264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Equipment rental and maintenance 160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone 133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website/ Internet 84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Costs 17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Chapter Rebates 270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues 429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges / Paypal 103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10License Fees 526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Inventory Beginning of year 5,721, End of year 5,721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bet Phi Mu recognizes the scholastic achivement and leadership potential of library and information science graduates, and fosters the values of scholarship, leadership, and service in its members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Organization hired Parlew Associates to outsource management of the organization under the association management model. This is a contracted service and is part of the professional expenses the orgainization has paid. Alison M. Lewis who is the Executive Director for the organization is a partner in Parlew Associates, LLC. Alison Lewis, nor Parlew Associates, receive any benefits from the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part III, Section Statement of Program Achievements, Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part IV, Section List of Officers, Directors, Trustees, and Key Employees, Line Section
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Alison M Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02157277847
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beta Phi Mu
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0237369338
ReturnHeader/Filer/PhoneNum02673615018
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 42139
ReturnHeader/Filer/USAddress/CityNm0Philadelphia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00318EDEF2DA1EB32487790419210DC8B4A50D5C2
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.16.228.21
ReturnHeader/FilingSecurityInformation/IPDt02017-09-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm021:23:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Creative Business Accounting & Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 Bainbridge St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Philadelphia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019147
ReturnHeader/PreparerPersonGrp/PhoneNum08884077764
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tamara L Ali Bey EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-04T05:13:18-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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