Civic Intelligence

Max F and Al Jeane Beach Foundation Inc

990PF • Fiscal year 2015 • EIN 20-2560310

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 29, 2016

401 S Lincoln AveClearwater, FL 33756

(727) 446-1036

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

5th percentile

-130%

Higher net margin than 5% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

24th percentile

-4.3%

Faster asset growth than 24% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,027,931

Down $45,821 (-4.3%) from 2014

Net Assets

Down

$1,027,931

Down $45,821 (-4.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$66,217

Down $45,604 (-41%) from 2014

Expenses

Up

$152,341

Up $4,029 (+2.7%) from 2014

Net Income

Down

-$86,124

Down $49,633 (-136%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,359,741Liabilities 2010: $0Net Assets 2010: $1,359,7412010Assets 2011: $1,239,841Liabilities 2011: $0Net Assets 2011: $1,239,8412011Assets 2012: $1,143,279Liabilities 2012: $12012Assets 2013: $1,107,961Liabilities 2013: $0Net Assets 2013: $1,107,9612013Assets 2014: $1,073,752Liabilities 2014: $0Net Assets 2014: $1,073,7522014Assets 2015: $1,027,931Liabilities 2015: $0Net Assets 2015: $1,027,9312015Assets 2016: $989,195Liabilities 2016: $0Net Assets 2016: $989,1952016Assets 2017: $1,089,209Liabilities 2017: $0Net Assets 2017: $1,089,2092017Assets 2018: $1,747,495Liabilities 2018: $0Net Assets 2018: $1,747,4952018Assets 2019: $1,759,256Liabilities 2019: $12Net Assets 2019: $1,759,2442019Assets 2020: $1,766,371Liabilities 2020: $47Net Assets 2020: $1,766,3242020Assets 2021: $1,807,317Liabilities 2021: $17Net Assets 2021: $1,807,3002021Assets 2022: $1,776,839Liabilities 2022: $68Net Assets 2022: $1,776,7712022Assets 2023: $1,724,905Liabilities 2023: $0Net Assets 2023: $1,724,9052023Assets 2024: $1,724,643Liabilities 2024: $0Net Assets 2024: $1,724,6432024

Highlighted filing

2015

Assets$1,027,931
Liabilities$0
Net Assets$1,027,931

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $130,0092010Expenses 2011: $138,7542011Revenue 2012: $51,492Expenses 2012: $147,405Net Income 2012: -$95,9132012Revenue 2013: $107,714Expenses 2013: $142,170Net Income 2013: -$34,4562013Revenue 2014: $111,821Expenses 2014: $148,312Net Income 2014: -$36,4912014Revenue 2015: $66,217Expenses 2015: $152,341Net Income 2015: -$86,1242015Revenue 2016: $34,656Expenses 2016: $29,145Net Income 2016: $5,5112016Revenue 2017: $128,310Expenses 2017: $27,424Net Income 2017: $100,8862017Revenue 2018: $703,001Expenses 2018: $44,664Net Income 2018: $658,3372018Revenue 2019: $98,124Expenses 2019: $87,953Net Income 2019: $10,1712019Revenue 2020: $13,030Expenses 2020: $134,687Net Income 2020: -$121,6572020Revenue 2021: $228,067Expenses 2021: $184,403Net Income 2021: $43,6642021Revenue 2022: $208,488Expenses 2022: $238,449Net Income 2022: -$29,9612022Revenue 2023: $161,272Expenses 2023: $210,616Net Income 2023: -$49,3442023Revenue 2024: $284,729Expenses 2024: $284,700Net Income 2024: $292024

Highlighted filing

2015

Revenue$66,217
Expenses$152,341
Net Income-$86,124
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 29, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN M BEACHPresidentPT$0--
WILLIAM K LOVELACESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Max F and Al Jeane Beach
EIN
20-2560310
Phone
7274461036
Address
401 S LINCOLN AVE, CLEARWATER, FL 33756

Signing Officer

Name
William K Lovelace
Title
Secretary
Phone
7274461036
Signed
2016-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Fma CPA
Address
2240 BELLEAIR RD STE 100, CLEARWATER, FL 33764
Preparer
Mark Martukovich CPA
Phone
7275300036
Raw XML Appendix331 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FINCA INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HEIFER INTL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5LAKE FOREST COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNITED STATES FUND FOR UNICEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WELLESLEY CENTERSWOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WGBH RALPH LOWELL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0564 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11501 BELCHER RD SUITE 23
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21201 15TH ST NW 8TH FLR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3121 HABITAT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 WORLD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5555 N SHERIDAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6420 BOYLSTON ST 5TH FLOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7106 CENTRAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81 GUEST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FITCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3AMERICUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LAKE FOREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WELLESLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd331709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd472202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802135
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0121214
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/AppliedToCurrentYearAmt059125
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt052672
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt046738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt052113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0252360
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt062089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt052672
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt046738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt052113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt038748
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121214
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt062089
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0282110
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0220021
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0621
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12685
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FOREIGN TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEE PAID PERSONALLY
OtherIncreasesSchedule/OtherIncreasesDetail/Amt043609
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CURRENT YEAR ACCRUALS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1142
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1142
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM K LOVELACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07274461036
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX F AND AL JEANE BEACH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MAXF
ReturnHeader/Filer/EIN0202560310
ReturnHeader/Filer/PhoneNum07274461036
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 S LINCOLN AVE
ReturnHeader/Filer/USAddress/CityNm0CLEARWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033756
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271915329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FMA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02240 BELLEAIR RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033764
ReturnHeader/PreparerPersonGrp/PhoneNum07275300036
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK MARTUKOVICH CPA
ReturnHeader/ReturnTs02016-09-16T10:46:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
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.$1.72$0.00$1.72$0.28$0.28$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.16$0.21$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.21$0.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.23$0.18$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.01$0.13$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.10$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.70$0.04$0.66
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.13$0.03$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.03$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.15$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.15$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.11$0.14$0.03
2012Summary only. Only limited summary data is available for this year.$1.14$0.00$0.05$0.15$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.13
Peer Organizations

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