Civic Intelligence

Max F and Al Jeane Beach Foundation Inc

990PF • Fiscal year 2016 • EIN 20-2560310

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 23, 2018

Organization Profile
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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

29th percentile

-3.8%

Faster asset growth than 29% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-48%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$989,195

Down $38,736 (-3.8%) from 2015

Net Assets

Down

$989,195

Down $38,736 (-3.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin74th percentile

Revenue

Down

$34,656

Down $31,561 (-48%) from 2015

Expenses

Down

$29,145

Down $123,196 (-81%) from 2015

Net Income

Up

$5,511

Up $91,635 (+106%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

2016

Assets$989,195
Liabilities$0
Net Assets$989,195
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

2016

Revenue$34,656
Expenses$29,145
Net Income$5,511
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 23, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN M BEACHPresident-$0--
WILLIAM K LOVELACESecretary-$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
2018-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Fma CPA
Address
2641 MCCORMICK DR STE 103, CLEARWATER, FL 33759-1066
Preparer
Mark Martukovich CPA
Phone
7275300036
Raw XML Appendix254 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/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0195
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt087904
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0973286
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015918
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt052264
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARILYN M BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM K LOVELACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0440 HARVARD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1401 S LINCOLN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOLTON
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033756
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0589
OtherDecreasesSchedule/OtherDecreasesDetail/Amt143658
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FOREIGN TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR YEAR ACCRUALS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt126170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt126170
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM K LOVELACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07274461036
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-23
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0928666E08B3313B3039F72C5F272C5EBEECF0D6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09DE02C351A77681C6748EF7C670851D8B8C661D3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271915329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FMA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02641 MCCORMICK DR STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337591066
ReturnHeader/PreparerPersonGrp/PhoneNum07275300036
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK MARTUKOVICH CPA
ReturnHeader/ReturnTs02018-01-31T14:31:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$989,195
Liabilities
$0
Net assets
$989,195
Revenue
$34,656
Expenses
$29,145
Net income
$5,511
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
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.03$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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