Civic Intelligence

Max F and Al Jeane Beach Foundation Inc

990PF • Fiscal year 2019 • EIN 20-2560310

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 14, 2020

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,759,256

Up $11,761 (+0.7%) from 2018

Net Assets

Up

$1,759,244

Up $11,749 (+0.7%) from 2018

Liabilities

Up

$12

Up $12 from 2018

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin64th percentile

Revenue

Down

$98,124

Down $604,877 (-86%) from 2018

Expenses

Up

$87,953

Up $43,289 (+97%) from 2018

Net Income

Down

$10,171

Down $648,166 (-98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2019

Assets$1,759,256
Liabilities$12
Net Assets$1,759,244
Open 2019 Filing

Operations Trend

Revenue Growth2nd 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

2019

Revenue$98,124
Expenses$87,953
Net Income$10,171
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 14, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Fma CPA
Address
2641 MCCORMICK DR STE 103, CLEARWATER, FL 33759
Preparer
Lisa Raponi Ea
Phone
7275300036
Raw XML Appendix229 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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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
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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
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FMA CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07274461036
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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
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt143854
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt220629
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TRUSTEE FEES
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07274461036
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-14
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/AtSubmissionCreationDeviceId05ED16D7FC0DB11A7132595D2F9BA569EC61957E1
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:22:23
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/PreparationDt02020-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA RAPONI EA
ReturnHeader/ReturnTs02020-11-16T10:22:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,759,256
Liabilities
$12
Net assets
$1,759,244
Revenue
$98,124
Expenses
$87,953
Net income
$10,171
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
2019Detailed filing. Detailed filing data is available for this year.$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
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
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