Civic Intelligence

Phi Society Ltd Virginia Beta Chapter

990EZ • Fiscal year 2016 • EIN 52-2385997

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

2811 Hydraulic RoadCharlottesville, VA 22901

(434) 817-5400

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

56th percentile

4.9%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

98th percentile

152%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

39%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$9,976

Up $6,025 (+152%) from 2015

Net Assets

Up

$9,976

Up $6,025 (+152%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$121,732

Up $34,342 (+39%) from 2015

Expenses

Up

$115,707

Up $25,890 (+29%) from 2015

Net Income

Up

$6,025

Up $8,452 (+348%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$9,976
Liabilities$0
Net Assets$9,976

Operations Trend

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

2016

Revenue$121,732
Expenses$115,707
Net Income$6,025
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$121,732
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEREK RUSHPresidentPT$0--
BLAKE RUZICHVice President-$0--
CARL LILESTreasurer-$0--
BOYD DAVISSecretary-$0--
ELI CONNELLSocial Chair-$0--
MATT KIMBLESocial Chair-$0--
DILLON WILDKitchen ManagerPT$0--
SCOTT PATTERSONMember-At-Large-$0--
NATHAN ENGLANDHouse Manager-$0--
CLAY NEALPhilanthropy Chair-$0--
CHARLES FITZNERAlumni Chair-$0--
NICK PORTERRisk Manager-$0--
Filing and Contact Details

Filer

Filer Name
Phi Society Ltd Virginia Beta
EIN
52-2385997
Phone
4348175400
Address
2811 HYDRAULIC ROAD, CHARLOTTESVILLE, VA 22901

Signing Officer

Name
Derek Rush
Title
President
Phone
4348175400
Signed
2017-02-14
Discuss with paid preparer
Yes

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
818 E JEFFERSON ST PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Phillip W Shiflett
Phone
4342962156
Supplemental Narrative

Additional Explanations

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

Description: membership expense. Amount: 51,517.

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04348175400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02811 HYDRAULIC ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03951
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BLAKE RUZICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL LILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOYD DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELI CONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATT KIMBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DILLON WILD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SCOTT PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NATHAN ENGLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CLAY NEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHARLES FITZNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NICK PORTER
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/OtherExpensesTotalAmt051517
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDES EDUCATIONAL, SPIRITUAL, EMOTIONAL, MENTAL, PHYSICAL, AND HOUSING SUPPORT FOR ITS MEMBERS AT THE UNIVERSITY OF VIRGINIA.
IRS990EZ/ProgramServiceRevenueAmt0121732
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES EDUCATIONAL, SPIRITUAL, EMOTIONAL, MENTAL, PHYSICAL, AND HOUSING SUPPORT FOR ITS MEMBERS AT THE UNIVERSITY OF VIRGINIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt0121732
IRS990EZ/TypeOfOrganizationOtherDesc0SOCIAL CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHISOCIETY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEMBERSHIP EXPENSE. AMOUNT: 51,517.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK RUSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04348175400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SOCIETY LTD VIRGINIA BETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PIEDMONT FACILITIES MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0522385997
ReturnHeader/Filer/PhoneNum04348175400
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ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANTZMON WIEBEL LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0818 E JEFFERSON ST PO BOX 1408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04342962156
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP W SHIFLETT
ReturnHeader/ReturnTs02017-03-02T14:14:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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