Civic Intelligence

Phi Society Ltd Virginia Beta Chapter

990EZ • Fiscal year 2014 • EIN 52-2385997

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 24, 2014

Organization ProfileWWW.PHISOCIETY.COM
PO Box 400218Midlothian, VA 22904-4218

(434) 982-4848

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

2.9%

Higher net margin than 51% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

95th percentile

101%

Faster asset growth than 95% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$6,378

Up $3,200 (+101%) from 2013

Net Assets

$6,378

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin51st percentile

Revenue

Up

$109,280

Up $18,326 (+20%) from 2013

Expenses

Up

$106,080

Up $16,851 (+19%) from 2013

Net Income

Up

$3,200

Up $1,475 (+86%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$30K$20K$10K$0-$10KAssets 2011: $1,330Liabilities 2011: $02011Assets 2012: $1,453Liabilities 2012: $02012Assets 2013: $3,178Liabilities 2013: $02013Assets 2014: $6,378Liabilities 2014: $0Net Assets 2014: $6,3782014Assets 2015: $3,951Liabilities 2015: $0Net Assets 2015: $3,9512015Assets 2016: $9,976Liabilities 2016: $0Net Assets 2016: $9,9762016Assets 2017: $9,551Liabilities 2017: $0Net Assets 2017: $9,5512017Assets 2018: $2,310Liabilities 2018: $0Net Assets 2018: $2,3102018Assets 2019: $0Liabilities 2019: $1,610Net Assets 2019: -$1,6102019Assets 2020: $2,080Liabilities 2020: $0Net Assets 2020: $2,0802020Assets 2021: $1,442Liabilities 2021: $0Net Assets 2021: $1,4422021Assets 2022: $2,165Liabilities 2022: $1,600Net Assets 2022: $5652022Assets 2023: $16,203Liabilities 2023: $7,895Net Assets 2023: $8,3082023Assets 2024: $25,349Liabilities 2024: $13,605Net Assets 2024: $11,7442024

Highlighted filing

2014

Assets$6,378
Liabilities$0
Net Assets$6,378
Open 2014 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $141,064Expenses 2011: $144,877Net Income 2011: -$3,8132011Revenue 2012: $153,993Expenses 2012: $153,870Net Income 2012: $1232012Revenue 2013: $90,954Expenses 2013: $89,229Net Income 2013: $1,7252013Revenue 2014: $109,280Expenses 2014: $106,080Net Income 2014: $3,2002014Revenue 2015: $87,390Expenses 2015: $89,817Net Income 2015: -$2,4272015Revenue 2016: $121,732Expenses 2016: $115,707Net Income 2016: $6,0252016Revenue 2017: $91,950Expenses 2017: $92,375Net Income 2017: -$4252017Revenue 2018: $100,846Expenses 2018: $108,087Net Income 2018: -$7,2412018Revenue 2019: $88,331Expenses 2019: $92,251Net Income 2019: -$3,9202019Revenue 2020: $74,345Expenses 2020: $70,655Net Income 2020: $3,6902020Revenue 2021: $62,137Expenses 2021: $62,775Net Income 2021: -$6382021Revenue 2022: $158,080Expenses 2022: $158,957Net Income 2022: -$8772022Revenue 2023: $127,074Expenses 2023: $119,331Net Income 2023: $7,7432023Revenue 2024: $96,221Expenses 2024: $92,785Net Income 2024: $3,4362024

Highlighted filing

2014

Revenue$109,280
Expenses$106,080
Net Income$3,200
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 24, 2014
Return Version
2013v3.0
Gross Receipts
$109,280
Mission and Program Overview

Mission

Provides educational, spiritual, emotional, mental, physical, and housing support for its members at the university of virginia.

Program Services

DescriptionGrantsExpenses
PROVIDES EDUCATIONAL, SPIRITUAL, EMOTIONAL, MENTAL, PHYSICAL, AND HOUSING SUPPORT FOR ITS MEMBERS AT THE UNIVERSITY OF VIRGINIA.$0$0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL BALESIPresidentPT$0--
RHYS DODDVice President-$0--
JAY CARROLLTreasurer-$0--
BRANNON JOHNSONSecretary-$0--
TREVOR SHEASocial Chair-$0--
MATT PIKSocial Chair-$0--
HENRY PELTZKitchen ManagerPT$0--
BRADLEY MASONMember-At-Large-$0--
JAKE KOZLOSCKIHouse Manager-$0--
BRANDON HAMELPhilanthropy Chair-$0--
KYLE PADDENAlumni Chair-$0--
DAVID MCQUILLENRisk Manager-$0--
Filing and Contact Details

Filer

EIN
52-2385997
Phone
4349824848

Signing Officer

Name
Mitchell Balesi
Title
President
Phone
4349824848
Signed
2014-10-24
Discuss with paid preparer
Yes

Preparer

Preparer
Phillip W Shiflett
Phone
4342962156
Supplemental Narrative

Additional Explanations

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

“Description: membership expense. Amount: 36,100.”

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10HISTORIC RENOVATION CORPORATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04349824848
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 400218
IRS990EZ/BooksInCareOfDetail/USAddress/City0CHARLOTTESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0229044218
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03178
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06378
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03200
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt0109280
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03178
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06378
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03178
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06378
IRS990EZ/OccupancyRentUtltsAndMaintAmt069980
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt94.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt104.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt114.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MITCHELL BALESI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RHYS DODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAY CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRANNON JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TREVOR SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATT PIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HENRY PELTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRADLEY MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAKE KOZLOSCKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRANDON HAMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KYLE PADDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DAVID MCQUILLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SOCIAL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SOCIAL CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6KITCHEN MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HOUSE MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PHILANTHROPY CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10ALUMNI CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11RISK MANAGER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036100
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDES EDUCATIONAL, SPIRITUAL, EMOTIONAL, MENTAL, PHYSICAL, AND HOUSING SUPPORT FOR ITS MEMBERS AT THE UNIVERSITY OF VIRGINIA.
IRS990EZ/ProgramServiceRevenueAmt0109280
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES EDUCATIONAL, SPIRITUAL, EMOTIONAL, MENTAL, PHYSICAL, AND HOUSING SUPPORT FOR ITS MEMBERS AT THE UNIVERSITY OF VIRGINIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0106080
IRS990EZ/TotalRevenueAmt0109280
IRS990EZ/TypeOfOrganizationOtherDesc0SOCIAL CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHISOCIETY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEMBERSHIP EXPENSE. AMOUNT: 36,100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHELL BALESI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04349824848
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHI SOCIETY LTD VIRGINIA BETA
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O HISTORIC RENOVATION CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0522385997
ReturnHeader/Filer/PhoneNum04349824848
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 400218
ReturnHeader/Filer/USAddress/City0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0229044218
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540618213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HANTZMON WIEBEL LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10818 E JEFFERSON ST PO BOX 1408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode022902
ReturnHeader/PreparerPersonGrp/PhoneNum04342962156
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP W SHIFLETT
ReturnHeader/ReturnTs02014-11-10T13:21:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,378
Liabilities
$0
Net assets
$6,378
Revenue
$109,280
Expenses
$106,080
Net income
$3,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.14$0.12$0.96$0.93$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.08$0.08$1.27$1.19$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.01$1.58$1.59$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.62$0.63$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.74$0.71$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.02$0.02$0.88$0.92$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.01$1.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.92$0.92$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.22$1.16$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.87$0.90$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.09$1.06$0.03
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.91$0.89$0.02
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$1.54$1.54$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$1.41$1.45$0.04