Civic Intelligence

Richard E and Lillian M Becker Family Foundation Inc.

990PF • Fiscal year 2020 • EIN 20-4371982

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profile
155 Sago Palm RoadVero Beach, FL 32963

(772) 234-5915

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,962,135

Down $167,933 (-7.9%) from 2019

Net Assets

Down

$1,962,135

Down $167,933 (-7.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Down

$95,891

Down $502,694 (-84%) from 2019

Expenses

Up

$263,518

Up $74,848 (+40%) from 2019

Net Income

Down

-$167,627

Down $577,542 (-141%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $435,023Liabilities 2011: $02011Assets 2012: $569,148Liabilities 2012: $02012Assets 2013: $701,729Liabilities 2013: $12013Assets 2014: $923,160Liabilities 2014: $0Net Assets 2014: $923,1602014Assets 2015: $1,075,503Liabilities 2015: $0Net Assets 2015: $1,075,5032015Assets 2016: $1,373,039Liabilities 2016: $0Net Assets 2016: $1,373,0392016Assets 2018: $1,720,123Liabilities 2018: $0Net Assets 2018: $1,720,1232018Assets 2019: $2,130,068Liabilities 2019: $0Net Assets 2019: $2,130,0682019Assets 2020: $2,412,504Liabilities 2020: $0Net Assets 2020: $2,412,5042020Assets 2020: $1,962,135Liabilities 2020: $0Net Assets 2020: $1,962,1352020Assets 2021: $2,721,519Liabilities 2021: $0Net Assets 2021: $2,721,5192021Assets 2022: $2,808,356Liabilities 2022: $0Net Assets 2022: $2,808,3562022Assets 2023: $2,631,862Liabilities 2023: $12023

Highlighted filing

2020

Assets$1,962,135
Liabilities$0
Net Assets$1,962,135
Open 2020 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $460,722Expenses 2011: $348,489Net Income 2011: $112,2332011Revenue 2012: $471,382Expenses 2012: $337,257Net Income 2012: $134,1252012Revenue 2013: $479,120Expenses 2013: $346,427Net Income 2013: $132,6932013Revenue 2014: $488,189Expenses 2014: $266,749Net Income 2014: $221,4402014Revenue 2015: $465,011Expenses 2015: $312,236Net Income 2015: $152,7752015Revenue 2016: $494,374Expenses 2016: $196,704Net Income 2016: $297,6702016Revenue 2018: $779,452Expenses 2018: $222,432Net Income 2018: $557,0202018Revenue 2019: $598,585Expenses 2019: $188,670Net Income 2019: $409,9152019Revenue 2020: $546,260Expenses 2020: $263,518Net Income 2020: $282,7422020Revenue 2020: $95,891Expenses 2020: $263,518Net Income 2020: -$167,6272020Revenue 2021: $512,674Expenses 2021: $201,614Net Income 2021: $311,0602021Revenue 2022: $230,627Expenses 2022: $147,444Net Income 2022: $83,1832022Revenue 2023: $58,367Expenses 2023: $231,318Net Income 2023: -$172,9512023

Highlighted filing

2020

Revenue$95,891
Expenses$263,518
Net Income-$167,627
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANN M BECKERPresident/Di-$0--
BRUCE R ABERNETHY JR ESQSecretary/Di-$0--
RICHARD E HURLEYVice-Preside-$0--
R SCOTT HURLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Richard & Lillian Becker
EIN
20-4371982
Phone
7722345915
Address
155 SAGO PALM ROAD, VERO BEACH, FL 32963

Signing Officer

Name
Joann M Becker
Title
President/director
Phone
7722345915
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Kmetz Elwell Graham & Assoc Pllc
Address
2800 OCEAN DRIVE, VERO BEACH, FL 32963-2064
Preparer
Brian J Elwell CPA
Phone
7722316902
Raw XML Appendix340 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/BusinessNameLine1Txt6AVERY COUNTY NC HUMANE SOCIETY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7HUMANE SOCIETY OF VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8GRACE FARM ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9FLOAT HOPE NOW
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/RecipientFoundationStatusTxt9501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 6912
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt125 BUCK ISLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2436 HOSPITAL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31174 SOUTH US-1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4100 D A R DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5P O BOX 2600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6P O BOX 1213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt76230 77TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8122 BILLINGSLEY LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt96001 HIGHWYA A1A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BLUFFTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LINVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CROSSNORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEWLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ISLANDTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9INDIAN RIVER SHORES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032961
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228646
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332962
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd732967
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd829929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd932963
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0251500
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/AppliedToCurrentYearAmt0105710
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0105710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0107100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0270614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0183638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0300256
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0300256
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0707142
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0145790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0107100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0270614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0183638
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0251500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0145790
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01007398
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0861608
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0306
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRILL LYNCH MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08540
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0829777
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
TaxesSchedule/TaxesDetail/Amt0478
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANN M BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07722345915
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD & LILLIAN BECKER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0204371982
ReturnHeader/Filer/PhoneNum07722345915
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 SAGO PALM ROAD
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271238921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KMETZ ELWELL GRAHAM & ASSOC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02800 OCEAN DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329632064
ReturnHeader/PreparerPersonGrp/PhoneNum07722316902
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J ELWELL CPA
ReturnHeader/ReturnTs02021-05-14T13:23:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BECKER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,962,135
Liabilities
$0
Net assets
$1,962,135
Revenue
$95,891
Expenses
$263,518
Net income
-$167,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.63$0.00$0.06$0.23$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.23$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.51$0.20$0.31
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.55$0.26$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.10$0.26$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.60$0.19$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.78$0.22$0.56
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.49$0.20$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.47$0.31$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.49$0.27$0.22
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$0.48$0.35$0.13
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.47$0.34$0.13
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.46$0.35$0.11