Civic Intelligence

Phi Society Ltd Virginia Beta Chapter

990EZ • Fiscal year 2023 • EIN 52-2385997

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization ProfileWWW.PHISOCIETY.COM
14009 Whispering Oaks RdMidlothian, VA 23112

(804) 744-0757

Siviq Scores

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

Liabilities / Assets

90th percentile

0.49x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

6.1%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

99th percentile

648%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$16,203

Up $14,038 (+648%) from 2022

Net Assets

Up

$8,308

Up $7,743 (+1370%) from 2022

Liabilities

Up

$7,895

Up $6,295 (+393%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin60th percentile

Revenue

Down

$127,074

Down $31,006 (-20%) from 2022

Expenses

Down

$119,331

Down $39,626 (-25%) from 2022

Net Income

Up

$7,743

Up $8,620 (+983%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2023

Assets$16,203
Liabilities$7,895
Net Assets$8,308
Open 2023 Filing

Operations Trend

Revenue Growth14th 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

2023

Revenue$127,074
Expenses$119,331
Net Income$7,743
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$127,074
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 Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK MEANEYPresidentPT$0--
DECKER BRISTOWVice President-$0--
TRAVIS MONTGOMERYTreasurer-$0--
JOSH ZIMMERMANNSecretary & Risk Manager-$0--
BEN GROOTHUISSocial Chair-$0--
JOSEPH HARRELLSocial Chair-$0--
COLE NAWROCKIKitchen ManagerPT$0--
TRAVIS MONTGOMERYMember-At-Large-$0--
SAMMY LAPATHouse Manager-$0--
JACK WILCOXPhilanthropy Chair-$0--
NOAH ADAMSAlumni Chair-$0--
THOMAS REITERHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Phi Society Ltd-virginia Beta
EIN
52-2385997
Phone
8047440757
Address
14009 WHISPERING OAKS RD, MIDLOTHIAN, VA 23112

Signing Officer

Name
Travis Montgomery
Title
Treasurer
Phone
8047440757
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Hantzmon Wiebel Llp
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Florena Fay Paurillo
Phone
4342962156
Supplemental Narrative

Additional Explanations

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

“Description: membership expenses. Amount: 117,986. Description: grants. Amount: 1,345. Total to form 990-ez, line 16: 119,331.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to related party. Beg. Of year amount: 1,600. End of year amount: 7,895.”

Raw XML Appendix166 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/USAddress/StateAbbreviationCd0VA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK MEANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DECKER BRISTOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRAVIS MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSH ZIMMERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BEN GROOTHUIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSEPH HARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COLE NAWROCKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TRAVIS MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SAMMY LAPAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JACK WILCOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NOAH ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11THOMAS REITER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY & RISK MANAGER
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/TitleTxt11HISTORIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0119331
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDES EDUCATIONAL, SPIRITUAL, EMOTIONAL, MENTAL, PHYSICAL, AND HOUSING SUPPORT FOR ITS MEMBERS AT THE UNIVERSITY OF VIRGINIA.
IRS990EZ/ProgramServiceRevenueAmt0127074
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES EDUCATIONAL, SPIRITUAL, EMOTIONAL, MENTAL, PHYSICAL, AND HOUSING SUPPORT FOR ITS MEMBERS AT THE UNIVERSITY OF VIRGINIA.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt0127074
IRS990EZ/TypeOfOrganizationOtherDesc0SOCIAL CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHISOCIETY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEMBERSHIP EXPENSES. AMOUNT: 117,986. DESCRIPTION: GRANTS. AMOUNT: 1,345. TOTAL TO FORM 990-EZ, LINE 16: 119,331.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO RELATED PARTY. BEG. OF YEAR AMOUNT: 1,600. END OF YEAR AMOUNT: 7,895.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRAVIS MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08047440757
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SOCIETY LTD-VIRGINIA BETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ACP RESOURCES INC
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0522385997
ReturnHeader/Filer/PhoneNum08047440757
ReturnHeader/Filer/USAddress/AddressLine1Txt014009 WHISPERING OAKS RD
ReturnHeader/Filer/USAddress/CityNm0MIDLOTHIAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023112
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540618213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANTZMON WIEBEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04342962156
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FLORENA FAY PAURILLO
ReturnHeader/ReturnTs02023-11-14T14:57:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRAVIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTGOMERY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,203
Liabilities
$7,895
Net assets
$8,308
Revenue
$127,074
Expenses
$119,331
Net income
$7,743
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