Civic Intelligence

Beta Phi Mu

990EZ • Fiscal year 2017 • EIN 23-7369338

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 11, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.6%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$99,181

Down $16,614 (-14%) from 2016

Net Assets

Down

$99,181

Down $16,614 (-14%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$57,739

Up $908 (+1.6%) from 2016

Expenses

Up

$74,353

Up $15,847 (+27%) from 2016

Net Income

Down

-$16,614

Down $14,939 (-892%) from 2016

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

2017

Assets$99,181
Liabilities-
Net Assets$99,181

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

2017

Revenue$57,739
Expenses$74,353
Net Income-$16,614
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 11, 2018
Return Version
2017v2.3
Gross Receipts
$57,739
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.

Bet phi mu recognizes the scholastic acheivement and leadership potential of library and information science graduates[:comma:] and fosters the values of scholarship[:comma:] leadership[:comma:] and service in its members.

Program Services

DescriptionGrantsExpenses
GENERAL PROGRAM-$36,675
SCHOLARSHIP AND AWARDS-$32,341
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICKI GREGORYVice President-$0--
LINDA C SMITHPresident-$0--
ALISON LEWISExecutive DirectorPT$0--
EMILY KNOXDirector/Interim Treasurer-$0--
LAURA SAUNDERSDirector-$0--
BILL DAVISDirector-$0--
ROBIN CANUELDirector-$0--
KRYSTYNA MATUSIAKDirector-At-Large-$0--
EM CLAIRE KNOWLESDirector-At-Large-$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
Title
Executive Director
Phone
2673615018
Signed
2018-09-11

Preparer

Firm
D L Tax Consultants LLC
Address
1420 WALNUT STREET SUITE 1216, PHILADELPHIA, PA 19102
Preparer
Rose M Brown
Phone
2157658381
Supplemental Narrative

Additional Explanations

Part I, Line 10

1) activity conferences - ala grantee name grantee address amount 2640.64 relationship 2) activity scholarship and award grantee name grantee address amount 29700 relationship

Part I, Line 16

1) other expenses dues ala amount 150 2) other expenses dues achs amount 379 3) other expenses travel amount 1858 4) other expenses travelmeal amount 78 5) other expenses advertising and marketing amount 471 6) other expenses supplies amount 230 7) other expenses telephone and telecomunication amount 179 8) other expenses website and email amount 91 9) other expenses license and fees amount 686 10) other expenses bank charges and paypal and other fees amount 331

Part II, Line 24

1) description inventory boy amount 5721 eoy amount 5721.44

Raw XML Appendix212 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/PersonNm0VICKI GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA C SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALISON LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY KNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA SAUNDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBIN CANUEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRYSTYNA MATUSIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EM CLAIRE KNOWLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR/INTERIM TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR-AT-LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05721
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05721
IRS990EZ/OtherExpensesTotalAmt04453
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0BET PHI MU RECOGNIZES THE SCHOLASTIC ACHEIVEMENT AND LEADERSHIP POTENTIAL OF LIBRARY AND INFORMATION SCIENCE GRADUATES[:COMMA:] AND FOSTERS THE VALUES OF SCHOLARSHIP[:COMMA:] LEADERSHIP[:COMMA:] AND SERVICE IN ITS MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt0884
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIP AND AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036675
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt132341
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IRS990EZ/SalariesOtherCompEmplBnftAmt036000
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalExpensesAmt074353
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IRS990EZ/TotalRevenueAmt057739
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt073144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt065069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0302642
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0206
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0154
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01276
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01671
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0543
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01) ACTIVITY CONFERENCES - ALA GRANTEE NAME GRANTEE ADDRESS AMOUNT 2640.64 RELATIONSHIP 2) ACTIVITY SCHOLARSHIP AND AWARD GRANTEE NAME GRANTEE ADDRESS AMOUNT 29700 RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11) OTHER EXPENSES DUES ALA AMOUNT 150 2) OTHER EXPENSES DUES ACHS AMOUNT 379 3) OTHER EXPENSES TRAVEL AMOUNT 1858 4) OTHER EXPENSES TRAVELMEAL AMOUNT 78 5) OTHER EXPENSES ADVERTISING AND MARKETING AMOUNT 471 6) OTHER EXPENSES SUPPLIES AMOUNT 230 7) OTHER EXPENSES TELEPHONE AND TELECOMUNICATION AMOUNT 179 8) OTHER EXPENSES WEBSITE AND EMAIL AMOUNT 91 9) OTHER EXPENSES LICENSE AND FEES AMOUNT 686 10) OTHER EXPENSES BANK CHARGES AND PAYPAL AND OTHER FEES AMOUNT 331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21) DESCRIPTION INVENTORY BOY AMOUNT 5721 EOY AMOUNT 5721.44
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II, LINE 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02673615018
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-11
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/AtSubmissionCreationDeviceId0BDF3D78CD6856E48B53CB4999439406A104D919A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BDF3D78CD6856E48B53CB4999439406A104D919A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.225.189.60
ReturnHeader/FilingSecurityInformation/IPDt02018-09-05
ReturnHeader/FilingSecurityInformation/IPTm011:03:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0342010825
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D L TAX CONSULTANTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01420 WALNUT STREET SUITE 1216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019102
ReturnHeader/PreparerPersonGrp/PhoneNum02157658381
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSE M BROWN
ReturnHeader/ReturnTs02018-09-14T12:54:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits