Civic Intelligence

Becton Family Foundation

EIN 04-6834092 • Homosassa, FL

PO Box 308Homosassa, FL 34487
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

49th percentile

3.6%

Higher net margin than 49% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$24,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

2nd percentile

-95%

Faster asset growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-1.5%

Faster revenue growth than 35% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$59,471

Down $1,145,299 (-95%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$59,471

Down $1,145,299 (-95%) from 2023

Revenue

Down

$537,543

Down $8,382 (-1.5%) from 2023

Expenses

Down

$518,427

Down $32,032 (-5.8%) from 2023

Net Income

Up

$19,116

Up $23,650 (+522%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,255,959Liabilities 2011: $02011Assets 2012: $1,217,860Liabilities 2012: $02012Assets 2013: $1,199,442Liabilities 2013: $02013Assets 2014: $1,200,071Liabilities 2014: $0Net Assets 2014: $1,200,0712014Assets 2015: $1,199,962Liabilities 2015: $0Net Assets 2015: $1,199,9622015Assets 2016: $1,264,284Liabilities 2016: $0Net Assets 2016: $1,264,2842016Assets 2017: $1,209,504Liabilities 2017: $0Net Assets 2017: $1,209,5042017Assets 2018: $1,216,104Liabilities 2018: $0Net Assets 2018: $1,216,1042018Assets 2019: $1,216,472Liabilities 2019: $0Net Assets 2019: $1,216,4722019Assets 2020: $1,212,727Liabilities 2020: $0Net Assets 2020: $1,212,7272020Assets 2021: $1,210,432Liabilities 2021: $0Net Assets 2021: $1,210,4322021Assets 2022: $1,209,304Liabilities 2022: $0Net Assets 2022: $1,209,3042022Assets 2023: $1,204,770Liabilities 2023: $0Net Assets 2023: $1,204,7702023Assets 2024: $59,471Liabilities 2024: $0Net Assets 2024: $59,4712024

Highlighted filing

2024

Assets$59,471
Liabilities$0
Net Assets$59,471

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $224,464Expenses 2011: $230,002Net Income 2011: -$5,5382011Revenue 2012: $224,310Expenses 2012: $225,657Net Income 2012: -$1,3472012Revenue 2013: $224,217Expenses 2013: $217,560Net Income 2013: $6,6572013Revenue 2014: $270,611Expenses 2014: $269,982Net Income 2014: $6292014Revenue 2015: $332,317Expenses 2015: $332,426Net Income 2015: -$1092015Revenue 2016: $455,030Expenses 2016: $390,708Net Income 2016: $64,3222016Revenue 2017: $379,747Expenses 2017: $434,527Net Income 2017: -$54,7802017Revenue 2018: $484,623Expenses 2018: $478,023Net Income 2018: $6,6002018Revenue 2019: $642,099Expenses 2019: $641,731Net Income 2019: $3682019Revenue 2020: $641,746Expenses 2020: $645,491Net Income 2020: -$3,7452020Revenue 2021: $641,781Expenses 2021: $644,076Net Income 2021: -$2,2952021Revenue 2022: $613,977Expenses 2022: $615,105Net Income 2022: -$1,1282022Revenue 2023: $545,925Expenses 2023: $550,459Net Income 2023: -$4,5342023Revenue 2024: $537,543Expenses 2024: $518,427Net Income 2024: $19,1162024

Highlighted filing

2024

Revenue$537,543
Expenses$518,427
Net Income$19,116

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.54$0.52$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.55$0.55$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.61$0.62$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.64$0.64$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.64$0.65$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.64$0.64$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.48$0.48$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.38$0.43$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.46$0.39$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.33$0.33$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.27$0.27$0.00
2013Summary only. Only limited summary data is available for this year.$1.20$0.00$0.22$0.22$0.01
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$0.22$0.23$0.00
2011Summary only. Only limited summary data is available for this year.$1.26$0.00$0.22$0.23$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN HEATTERTrustee - As Required-$24,000-$24,000
HENRY P BECTON JRTrustee - As Required-$0--
LIZ BECTON-READTrustee - As Required-$0--
JEAN BECTON BACONTrustee - As Required-$0--
CYNTHIA BECTONTrustee - As Required-$0--
JEFFERY BECTONTrustee - As Required-$0--
Filing and Contact Details

Filer

Filer Name
Becton Family Foundation
EIN
04-6834092
In Care Of
% SHEILA HEATTER
Phone
3528727272
Address
PO Box 308, Homosassa, FL 34487

Signing Officer

Name
Sheila Heatter
Title
Trustee
Phone
3528727272
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Danaher Attig & Plante PLC
Address
41 Rye Cr POB 2166, S Burlington, VT 05407-2166
Preparer
Cathy H Attig
Phone
8023830399
Raw XML Appendix306 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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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 308
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOMOSASSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034487
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHEILA HEATTER
IRS990PF/StatementsRegardingActyGrp/PhoneNum03528727272
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034487
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0475000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0400419
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0400419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt052866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0102633
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0234591
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt079092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt052866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0102633
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0479511
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt079092
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0234591
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0155499
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01164415
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RECONCILIATION OF TAX COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01511
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt24211
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt31342
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE FEES-GRANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES- GLENMEDE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT FEES- BNY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3CO-TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01511
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03273
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14211
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21342
TaxesSchedule/TaxesDetail/Amt05956
TaxesSchedule/TaxesDetail/Amt170
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1MA PRIOR YEAR TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA HEATTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03528727272
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Becton Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Sheila Heatter Trustee
ReturnHeader/Filer/BusinessNameControlTxt0BECT
ReturnHeader/Filer/EIN0046834092
ReturnHeader/Filer/InCareOfNm0% SHEILA HEATTER
ReturnHeader/Filer/PhoneNum03528727272
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 308
ReturnHeader/Filer/USAddress/CityNm0Homosassa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034487
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Danaher Attig & Plante PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 Rye Cr POB 2166
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0S Burlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0054072166
ReturnHeader/PreparerPersonGrp/PhoneNum08023830399
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cathy H Attig
ReturnHeader/ReturnTs02025-05-12T08:20:43-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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