Civic Intelligence

Max F and Al Jeane Beach Foundation Inc

990PF • Fiscal year 2018 • EIN 20-2560310

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

94th percentile

60%

Faster asset growth than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

448%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,747,495

Up $658,286 (+60%) from 2017

Net Assets

Up

$1,747,495

Up $658,286 (+60%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin98th percentile

Revenue

Up

$703,001

Up $574,691 (+448%) from 2017

Expenses

Up

$44,664

Up $17,240 (+63%) from 2017

Net Income

Up

$658,337

Up $557,451 (+553%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2018

Assets$1,747,495
Liabilities$0
Net Assets$1,747,495
Open 2018 Filing

Operations Trend

Revenue Growth98th 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

2018

Revenue$703,001
Expenses$44,664
Net Income$658,337
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Fma CPA
Address
2641 MCCORMICK DR STE 103, CLEARWATER, FL 33759
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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02845
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02845
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0UBS FINANCIAL 24081
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1UBS FINANCIAL 24081
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt03379824
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1724743
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt03178066
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1849948
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-201758
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1125205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01747495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS ACCOUNT CW 24179 30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1UBS ACCOUNT CW 24081 30
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt058522
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03428
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-76553
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt061950
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-76553
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-14603
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02845
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02845
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03428
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0717604
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt058522
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt058522
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0658337
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04031442
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-73125
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017286
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt039774
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt039774
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02045
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02045
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt061950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0703001
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044664
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03428
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0658337
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt051
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01747546
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01089209
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01747495
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt089617
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt089617
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt089617
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt089963
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0346
IRS990PF/DistributableAmountGrp/TotalTaxAmt0346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt045
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01089209
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01747495
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01089209
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01747495
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01089209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01747495
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01089209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01747495
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01089209
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01747495
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01826650
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0269247
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01557403
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027400
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt089963
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01799250
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01826650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM K LOVELACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0401 S LINCOLN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLEARWATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033756
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0168581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0168754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0121214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0115608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0110134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.093695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.102506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.091717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.086862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01799250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01144002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01045272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01182502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01260480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01267916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.281085
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0FMA CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02641 MCCORMICK DR SUITE 103
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEARWATER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033759
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07275300036
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION DESCRIBING FINANCIAL NEED, SUCCESSFUL EDUCATIONAL ACHIEVEMENT TO DATE OF APPLICATION AND ENROLLMENT IN A POST-SECONDARY SCHOOL IS REQUIRED. A MINIMUM 3.0 GPA IS REQUIRED TO APPLY. SCHOLASTIC TRANSCRIPTS MUST ALSO BE PROVIDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM LOVELACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07274461036
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O 401 S LINCOLN AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CLEARWATER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033756
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0A MINIMUM 3.0 GPA IS REQUIRED FOR CONTINUED FUNDING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES
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/DistributableAsAdjustedAmt089617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt089617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt062089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt052672
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt089617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053429
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053429
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053429
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0143046
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARILYN M BEACH LIVING TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0401 S LINCOLN AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CLEARWATER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033756
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0717604
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt051
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ACCRUALS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt077
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt139697
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt077
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt139697
TaxesSchedule/TaxesDetail/Amt02045
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX EXP
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02045
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM K LOVELACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07274461036
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
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/AtSubmissionCreationDeviceId03FA6B1F2686BB45C3826A88A5968E42EF562B40E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0529B2A27EE0B9B71A72D5E4716155AFB52E04A96
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:06:33
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/ZIPCd033759
ReturnHeader/PreparerPersonGrp/PhoneNum07275300036
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK MARTUKOVICH CPA
ReturnHeader/ReturnTs02019-11-11T15:06:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,747,495
Liabilities
$0
Net assets
$1,747,495
Revenue
$703,001
Expenses
$44,664
Net income
$658,337
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
2018Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $1M-$5M nonprofits