Civic Intelligence

Louis E and Frances Beatty Charitable Foundation

990PF • Fiscal year 2011 • EIN 16-1447310

Sep 01, 2010 to Aug 31, 2011 • Filed on Mar 13, 2012

C/O Nbt Bank Na 52 S Broad St13815
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

72nd percentile

$6,805

Higher top officer pay than 72% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,062,305

No earlier filing loaded for comparison.

Net Assets

$1,062,305

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$65,367

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,062,305Liabilities 2011: $0Net Assets 2011: $1,062,3052011Assets 2012: $1,031,956Liabilities 2012: $0Net Assets 2012: $1,031,9562012Assets 2013: $1,054,108Liabilities 2013: $0Net Assets 2013: $1,054,1082013Assets 2014: $1,061,958Liabilities 2014: $0Net Assets 2014: $1,061,9582014Assets 2015: $1,065,726Liabilities 2015: $0Net Assets 2015: $1,065,7262015Assets 2017: $1,075,966Liabilities 2017: $0Net Assets 2017: $1,075,9662017Assets 2018: $1,070,040Liabilities 2018: $0Net Assets 2018: $1,070,0402018Assets 2019: $1,061,794Liabilities 2019: $0Net Assets 2019: $1,061,7942019Assets 2020: $1,062,352Liabilities 2020: $0Net Assets 2020: $1,062,3522020Assets 2021: $1,077,367Liabilities 2021: $0Net Assets 2021: $1,077,3672021Assets 2022: $1,051,716Liabilities 2022: $0Net Assets 2022: $1,051,7162022Assets 2023: $1,039,945Liabilities 2023: $0Net Assets 2023: $1,039,9452023Assets 2024: $1,016,063Liabilities 2024: $0Net Assets 2024: $1,016,0632024Assets 2025: $1,039,799Liabilities 2025: $0Net Assets 2025: $1,039,7992025

Highlighted filing

2011

Assets$1,062,305
Liabilities$0
Net Assets$1,062,305

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $65,3672011Expenses 2012: $66,8392012Expenses 2013: $63,9742013Revenue 2014: $76,792Expenses 2014: $70,360Net Income 2014: $6,4322014Revenue 2015: $85,281Expenses 2015: $74,476Net Income 2015: $10,8052015Revenue 2017: $113,591Expenses 2017: $74,082Net Income 2017: $39,5092017Revenue 2018: $77,836Expenses 2018: $79,635Net Income 2018: -$1,7992018Revenue 2019: $71,493Expenses 2019: $79,026Net Income 2019: -$7,5332019Revenue 2020: $79,240Expenses 2020: $75,412Net Income 2020: $3,8282020Revenue 2021: $91,211Expenses 2021: $76,200Net Income 2021: $15,0112021Revenue 2022: $58,999Expenses 2022: $82,326Net Income 2022: -$23,3272022Revenue 2023: $71,920Expenses 2023: $83,613Net Income 2023: -$11,6932023Revenue 2024: $53,068Expenses 2024: $76,881Net Income 2024: -$23,8132024Revenue 2025: $104,459Expenses 2025: $78,706Net Income 2025: $25,7532025

Highlighted filing

2011

Revenue-
Expenses$65,367
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2010 to Aug 31, 2011
Signed
Mar 13, 2012
Return Version
2010v3.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co Trustee-$6,805-$6,805
ROBERT WADSWORTHCo Trustee-$0--
JOHN WHEELERCo Trustee-$0--
PAUL MARQUITCo Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPHOEBUS LODGE #82 F&AMCHARITABLE PURPOSESEXEMPTNEW BERLIN, NY, US$11,995
Paid GrantNEW BERLIN LIBRARY ASSNUNRESTRICTED CHARITABLE PURPOSESNONENEW BERLIN, NY, US$11,742
Paid GrantMASONIC MEDICAL RESEARCHUNRESTRICTED CHARITABLE PURPOSESNONEUTICA, NY, US$11,742
Paid GrantSHRINERS HOSPITAL FORUNRESTRICTED CHARITABLE PURPOSESNONETAMPA, FL, US$11,742
Paid GrantNEW BERLIN EMERGENCYGENERAL SERVICES BENEFIT PUBLICEXEMPTNew Berlin, NY, US$2,935
Paid GrantNEW BERLIN FIREUNRESTRICTED CHARITABLE PURPOSESNONENEW BERLIN, NY, US$2,935
Paid GrantVILLAGE OF NEW BERLINNEW BERLIN YOUTH DAYSEXEMPTNEW BERLIN, NY, US$1,977
Filing and Contact Details

Filer

EIN
16-1447310
Raw XML AppendixShowing 400 of 1,342 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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ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine10PHOEBUS LODGE # 82 F & AM
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine20ATTN WILLIAM JOHNSON TREASURER
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee05/9/2011
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IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0382009
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0393022
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY064851
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY039976
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV065445
IRS990PF/BalanceSheets/TotalAssetsBOY01014300
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV01096381
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01062305
IRS990PF/BalanceSheets/TotalNetAssetsBOY01014300
IRS990PF/BalanceSheets/TotalNetAssetsEOY01062305
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis876395
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-07-14

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.08$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.11$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.09$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07