Civic Intelligence

Bruce a Beal Robert L Beal & Enid L Beal Family Foundation

990PF • Fiscal year 2017 • EIN 22-2572496

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 11, 2018

Organization Profile
C/O Related Beal 177 Milk StreetBoston, MA 02109-3410

(617) 451-2100

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

0.8%

Higher net margin than 45% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-45%

Faster asset growth than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$2,784

Down $6,492 (-70%) from 2015

Net Assets

$2,784

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin45th percentile

Revenue

Up

$88,000

Up $88,000 from 2015

Expenses

Up

$87,338

Up $86,238 (+7840%) from 2015

Net Income

Up

$662

Up $1,762 (+160%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$300K$200K$100K$0Assets 2011: $28,873Liabilities 2011: $02011Assets 2012: $28,838Liabilities 2012: $02012Assets 2013: $10,519Liabilities 2013: $02013Assets 2014: $10,376Liabilities 2014: $02014Assets 2015: $9,276Liabilities 2015: $02015Assets 2017: $2,784Liabilities 2017: $0Net Assets 2017: $2,7842017Assets 2018: $1,269Liabilities 2018: $0Net Assets 2018: $1,2692018Assets 2019: $2,060Liabilities 2019: $0Net Assets 2019: $2,0602019Assets 2020: $2,700Liabilities 2020: $0Net Assets 2020: $2,7002020Assets 2021: $11,756Liabilities 2021: $0Net Assets 2021: $11,7562021Assets 2022: $5,463Liabilities 2022: $0Net Assets 2022: $5,4632022Assets 2023: $12,939Liabilities 2023: $0Net Assets 2023: $12,9392023Assets 2024: $213,976Liabilities 2024: $0Net Assets 2024: $213,9762024Assets 2025: $206,238Liabilities 2025: $0Net Assets 2025: $206,2382025

Highlighted filing

2017

Assets$2,784
Liabilities$0
Net Assets$2,784
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $0Expenses 2011: $635Net Income 2011: -$6352011Revenue 2012: $0Expenses 2012: $35Net Income 2012: -$352012Revenue 2013: $943,000Expenses 2013: $961,319Net Income 2013: -$18,3192013Revenue 2014: $1,157,100Expenses 2014: $1,157,243Net Income 2014: -$1432014Revenue 2015: $0Expenses 2015: $1,100Net Income 2015: -$1,1002015Revenue 2017: $88,000Expenses 2017: $87,338Net Income 2017: $6622017Revenue 2018: $164,000Expenses 2018: $165,515Net Income 2018: -$1,5152018Revenue 2019: $491,750Expenses 2019: $490,959Net Income 2019: $7912019Revenue 2020: $808,500Expenses 2020: $807,860Net Income 2020: $6402020Revenue 2021: $3,252,232Expenses 2021: $3,243,176Net Income 2021: $9,0562021Revenue 2022: $0Expenses 2022: $6,293Net Income 2022: -$6,2932022Revenue 2023: $275,000Expenses 2023: $267,524Net Income 2023: $7,4762023Revenue 2024: $268,533Expenses 2024: $67,496Net Income 2024: $201,0372024Revenue 2025: $0Expenses 2025: $7,738Net Income 2025: -$7,7382025

Highlighted filing

2017

Revenue$88,000
Expenses$87,338
Net Income$662
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE A BEALTrustee-$0--
ROBERT L BEALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bruce a Beal & Robert L Beal
EIN
22-2572496
Phone
6174512100
Address
C/O RELATED BEAL 177 MILK STREET, BOSTON, MA 02109-3410

Signing Officer

Name
Bruce a Beal
Title
Trustee
Phone
6174512100
Signed
2018-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Davies & Monahan Pc
Address
1 BATTERYMARCH PARK STE 101, QUINCY, MA 02169-7454
Preparer
David Mwalshcpa
Phone
6177699600
Raw XML Appendix306 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0401
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01147995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0958762
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02231479
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt085099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01147995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0958762
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt085099
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02231479
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02146380
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT L BEAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0177 MILK STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002109
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt085000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1483
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2320
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE A BEAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174512100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BRUCE A BEAL & ROBERT L BEAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0222572496
ReturnHeader/Filer/PhoneNum06174512100
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O RELATED BEAL 177 MILK STREET
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021093410
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B3B3CDF131667695DB3151C8FF9C4C05AFEC9FFD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C31EA942870CE07447112E9EDFC28EEA58F945DC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.30.139.78
ReturnHeader/FilingSecurityInformation/IPDt02018-01-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:14:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043245662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES & MONAHAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 BATTERYMARCH PARK STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021697454
ReturnHeader/PreparerPersonGrp/PhoneNum06177699600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MWALSHCPA
ReturnHeader/ReturnTs02018-02-01T16:43:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,784
Liabilities
$0
Net assets
$2,784
Revenue
$88,000
Expenses
$87,338
Net income
$662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.01$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.27$0.07$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.28$0.27$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$3.25$3.24$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.81$0.81$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.49$0.49$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$0.17$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.09$0.00
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$1.16$1.16$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.94$0.96$0.02
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00