Civic Intelligence

Thomas J Beatson Jr Foundation Inc.

990PF • Fiscal year 2020 • EIN 20-8112510

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
2158 N Gilbert Road Suite 117Mesa, AZ 85203

(480) 834-3550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

6th percentile

-92%

Higher net margin than 6% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

23rd percentile

$60,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

16th percentile

-3.2%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-28%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$44,806,512

Down $1,504,286 (-3.2%) from 2019

Net Assets

Down

$44,806,512

Down $1,504,286 (-3.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin6th percentile

Revenue

Down

$1,626,857

Down $625,852 (-28%) from 2019

Expenses

Up

$3,131,143

Up $971,287 (+45%) from 2019

Net Income

Down

-$1,504,286

Down $1,597,139 (-1720%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$60M$40M$20M$0Assets 2011: $550,034Liabilities 2011: $02011Assets 2012: $576,126Liabilities 2012: $02012Assets 2013: $604,346Liabilities 2013: $02013Assets 2014: $626,489Liabilities 2014: $02014Assets 2015: $345,966Liabilities 2015: $02015Assets 2019: $46,310,798Liabilities 2019: $0Net Assets 2019: $46,310,7982019Assets 2020: $44,806,512Liabilities 2020: $0Net Assets 2020: $44,806,5122020Assets 2021: $43,343,977Liabilities 2021: $0Net Assets 2021: $43,343,9772021Assets 2022: $42,459,038Liabilities 2022: $0Net Assets 2022: $42,459,0382022Assets 2023: $42,614,925Liabilities 2023: $0Net Assets 2023: $42,614,9252023Assets 2024: $41,282,957Liabilities 2024: $0Net Assets 2024: $41,282,9572024

Highlighted filing

2020

Assets$44,806,512
Liabilities$0
Net Assets$44,806,512
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $29,035Expenses 2011: $127,767Net Income 2011: -$98,7322011Revenue 2012: $28,784Expenses 2012: $2,692Net Income 2012: $26,0922012Revenue 2013: $33,187Expenses 2013: $4,967Net Income 2013: $28,2202013Revenue 2014: $24,397Expenses 2014: $2,254Net Income 2014: $22,1432014Revenue 2015: $23,201Expenses 2015: $303,724Net Income 2015: -$280,5232015Revenue 2019: $2,252,709Expenses 2019: $2,159,856Net Income 2019: $92,8532019Revenue 2020: $1,626,857Expenses 2020: $3,131,143Net Income 2020: -$1,504,2862020Revenue 2021: $3,529,401Expenses 2021: $4,991,936Net Income 2021: -$1,462,5352021Revenue 2022: $2,540,178Expenses 2022: $3,425,117Net Income 2022: -$884,9392022Revenue 2023: $2,672,882Expenses 2023: $2,516,995Net Income 2023: $155,8872023Revenue 2024: $2,451,414Expenses 2024: $3,195,624Net Income 2024: -$744,2102024

Highlighted filing

2020

Revenue$1,626,857
Expenses$3,131,143
Net Income-$1,504,286
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES G LECHEMINANTDirectorPT$60,000-$60,000
ROBERT L PACKARDPresidentPT$60,000-$60,000
BRENT D ELLSWORTHVP/SecretaryPT$60,000-$60,000
Filing and Contact Details

Filer

Filer Name
Thomas J Beatson Jr Foundation Inc
EIN
20-8112510
Phone
4808343550
Address
2158 N GILBERT ROAD SUITE 117, MESA, AZ 85203

Signing Officer

Name
Robert L Packard
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Packard Appleby & Rogers Pc
Address
2158 N Gilbert Rd Suite 117, Mesa, AZ 85203
Preparer
Sarita Jean Applebycpa
Phone
4808343550
Raw XML Appendix383 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt019325
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PACKARD & APPLEBY, P.C.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01933
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01933
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NOT REQUIRED IN ARIZONA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MERRILL LYNCH A/C #412-03276
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1MERRILL LYNCH A/C #412-03277
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0378600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12013190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0421858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12168121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0211143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12500196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21958026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3782954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4330009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5927887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61021283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710083916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0370590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12441918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23271544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3986872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4495728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51454029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61280032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt712884114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH A/C #412-02469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MERRILL LYNCH A/C #412-03270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MERRILL LYNCH A/C #412-03271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MERRILL LYNCH A/C #412-03272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MERRILL LYNCH A/C #412-03273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MERRILL LYNCH A/C #412-03274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6MERRILL LYNCH A/C #412-03275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERITRADE A/C #960-182172
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0711062
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0778361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt011889318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11080812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2725242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39030626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MERRILL LYNCH A/C #412-02469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MERRILL LYNCH A/C #412-03276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AMERITRADE A/C #960-182172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AMERITRADE A/C #960-182172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014491312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11155278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2736136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38752648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01512654
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0114203
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01626857
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01626857
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01933
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01933
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019325
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0114203
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02406750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02406750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01512654
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01512654
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1504286
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014670549
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0114203
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01135256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0448610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0461110
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt014058
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt062058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02511183
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0491601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03131143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01626857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01626857
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0104433
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0491601
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0724393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014556346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt069489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt069489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014625835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0114203
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt069489
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1504286
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt044806512
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt046310798
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt044806512
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02433763
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02433763
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02433763
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02449543
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015780
IRS990PF/DistributableAmountGrp/TotalTaxAmt015780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt036312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt036312
IRS990PF/FMVAssetsEOYAmt052850789
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt046217945
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt044806512
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04779534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02391790
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02589979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016083205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017815414
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt023184827
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt021944569
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022725998
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt025135374
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt092853
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01124082
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01162248
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01162248
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt046310798
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt044806512
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt052850789
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt046310798
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt044806512
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt046310798
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt044806512
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02379408
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0711062
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0778361
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt049736913
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02693166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt047043747
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0746054
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02449543
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt048990859
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt049736913
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt060000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt260000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES G LECHEMINANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT L PACKARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRENT D ELLSWORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02426 E IVY ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1664 W ESTRELLA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24445 E HOLMES AVE SUITE 106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MESA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GILBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MESA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285206
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02511183
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02511183
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02511183
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02158 N GILBERT ROAD SUITE 117
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MESA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT L PACKARD
IRS990PF/StatementsRegardingActyGrp/PhoneNum04808343550
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01152500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3330000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt999250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DIABETES RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT THE HIGH RISK TYPE I DIABETES PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DIABETES RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DIABETES RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DIABETES RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DIABETES RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DIABETES RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7DIABETES RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CONFERENCE SPONSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TYPE 1 DIABETES PATIENT EDUCATION SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JOSLIN DIABETES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PHOENIX CHILDREN'S HOSPITAL FOUNDAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CITY OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UNIVERSITY OF CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4UNIVERSITY OF COLORADO DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5UNIVERSITY OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6VANDERBILT UNIVERSITY MEDICAL CENTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7UNIV KANSAS MEDICAL CENTER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8CHILDREN'S DIABETES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9BANNER HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE JOSLIN PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12929 E CAMELBACK RD 122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21500 E DUARTE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3513 PARNASSUS AVE S-115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 91038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51000 WALL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61211 MEDICAL CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73901 RAINBOW BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84380 SOUTH SYRACUSE ST STE 430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92901 N CENTRAL AVE STE 160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DUARTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480291
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd548105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd637232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd766103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd880237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd985012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02406750
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/AppliedToCurrentYearAmt0706091
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01805092
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02433763
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02511183
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01727672
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01805092
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AZ CORPORATION COMMISSION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11890
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1448610
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY BOARD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt012500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1448610
TaxesSchedule/TaxesDetail/Amt032312
TaxesSchedule/TaxesDetail/Amt115688
TaxesSchedule/TaxesDetail/Amt214058
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt014058
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L PACKARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS J BEATSON JR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0208112510
ReturnHeader/Filer/PhoneNum04808343550
ReturnHeader/Filer/USAddress/AddressLine1Txt02158 N GILBERT ROAD SUITE 117
ReturnHeader/Filer/USAddress/CityNm0MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860975987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PACKARD APPLEBY & ROGERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02158 N Gilbert Rd Suite 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085203
ReturnHeader/PreparerPersonGrp/PhoneNum04808343550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARITA JEAN APPLEBYCPA
ReturnHeader/ReturnTs02021-11-15T12:38:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PACKARD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$44,806,512
Liabilities
$0
Net assets
$44,806,512
Revenue
$1,626,857
Expenses
$3,131,143
Net income
-$1,504,286
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$2.45$3.20$0.74
2023Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$2.67$2.52$0.16
2022Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$2.54$3.43$0.88
2021Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$3.53$4.99$1.46
2020Detailed filing. Detailed filing data is available for this year.$44.8$0.00$44.8$1.63$3.13$1.50
2019Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$2.25$2.16$0.09
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.02$0.30$0.28
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.02$0.00$0.02
2013Summary only. Only limited summary data is available for this year.$0.60$0.00$0.03$0.00$0.03
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.03$0.00$0.03
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.03$0.13$0.10