Civic Intelligence

Max F and Al Jeane Beach Foundation Inc

990PF • Fiscal year 2022 • EIN 20-2560310

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 21, 2023

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$34,432

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.7%

Faster asset growth than 44% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-8.6%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,776,839

Down $30,478 (-1.7%) from 2021

Net Assets

Down

$1,776,771

Down $30,529 (-1.7%) from 2021

Liabilities

Up

$68

Up $51 (+300%) from 2021

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin23rd percentile

Revenue

Down

$208,488

Down $19,579 (-8.6%) from 2021

Expenses

Up

$238,449

Up $54,046 (+29%) from 2021

Net Income

Down

-$29,961

Down $73,625 (-169%) from 2021

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

2022

Assets$1,776,839
Liabilities$68
Net Assets$1,776,771
Open 2022 Filing

Operations Trend

Revenue Growth34th 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

2022

Revenue$208,488
Expenses$238,449
Net Income-$29,961
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 21, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM K LOVELACESecretary-$34,432-$34,432
HENRY WEBBTrustee-$34,432-$34,432
DEBRA SNYDERTrustee-$34,432-$34,432
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
2023-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Business Advisory and Accounting Partner
Address
2641 MCCORMICK DR STE 103, CLEARWATER, FL 33759
Preparer
Lisa Raponi Ea
Phone
7275300036
Raw XML Appendix315 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/PersonNm1HENRY WEBB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DEBRA SNYDER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0A MINIMUM 3.0 GPA IS REQUIRED FOR CONTINUED FUNDING.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7THE KIND MOUSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7TAX-EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11501 N BELCHER RD 229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21501 N BELCHER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 171
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt412685 ULMERTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51551 BELCHER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61345 PARK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71801 16TH ST N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HIRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PALM HARBOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ST PETERBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133765
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330141
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733704
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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/AppliedToYear1Amt075000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121360
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt053689
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt053689
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt044701
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt053689
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0121360
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0119701
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0568
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ACCRUALS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0214
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt156996
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0214
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt156996
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM K LOVELACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07274461036
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-21
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271915329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSINESS ADVISORY AND ACCOUNTING PARTNER
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/PreparationDt02023-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA RAPONI EA
ReturnHeader/ReturnTs02023-12-15T14:54:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOVELACE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,776,839
Liabilities
$68
Net assets
$1,776,771
Revenue
$208,488
Expenses
$238,449
Net income
-$29,961
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
2022Detailed filing. Detailed filing data is available for this year.$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
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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