Civic Intelligence

The Beam Foundation

990PF • Fiscal year 2018 • EIN 22-2786271

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 06, 2019

Organization Profile
12100 Wilshire Bl 200Los Angeles, CA 90025

(310) 478-4545

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-1.5%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,045,906

Down $48,732 (-1.6%) from 2017

Net Assets

Down

$3,045,906

Down $48,732 (-1.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin18th percentile

Revenue

Down

$282,566

Down $4,341 (-1.5%) from 2017

Expenses

Up

$331,298

Up $33,099 (+11%) from 2017

Net Income

Down

-$48,732

Down $37,440 (-332%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,306,750Liabilities 2011: $02011Assets 2012: $3,232,151Liabilities 2012: $02012Assets 2013: $3,395,884Liabilities 2013: $02013Assets 2014: $3,366,578Liabilities 2014: $02014Assets 2015: $3,251,216Liabilities 2015: $02015Assets 2017: $3,094,638Liabilities 2017: $0Net Assets 2017: $3,094,6382017Assets 2018: $3,045,906Liabilities 2018: $0Net Assets 2018: $3,045,9062018Assets 2019: $2,939,768Liabilities 2019: $0Net Assets 2019: $2,939,7682019Assets 2020: $2,901,201Liabilities 2020: $0Net Assets 2020: $2,901,2012020Assets 2021: $2,858,555Liabilities 2021: $0Net Assets 2021: $2,858,5552021Assets 2022: $2,788,563Liabilities 2022: $0Net Assets 2022: $2,788,5632022Assets 2023: $2,955,955Liabilities 2023: $0Net Assets 2023: $2,955,9552023Assets 2024: $2,859,354Liabilities 2024: $0Net Assets 2024: $2,859,3542024

Highlighted filing

2018

Assets$3,045,906
Liabilities$0
Net Assets$3,045,906
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $222,710Expenses 2011: $256,552Net Income 2011: -$33,8422011Revenue 2012: $174,181Expenses 2012: $248,780Net Income 2012: -$74,5992012Revenue 2013: $401,564Expenses 2013: $237,831Net Income 2013: $163,7332013Revenue 2014: $268,988Expenses 2014: $298,294Net Income 2014: -$29,3062014Revenue 2015: $239,245Expenses 2015: $354,607Net Income 2015: -$115,3622015Revenue 2017: $286,907Expenses 2017: $298,199Net Income 2017: -$11,2922017Revenue 2018: $282,566Expenses 2018: $331,298Net Income 2018: -$48,7322018Revenue 2019: $249,599Expenses 2019: $355,737Net Income 2019: -$106,1382019Revenue 2020: $287,349Expenses 2020: $325,916Net Income 2020: -$38,5672020Revenue 2021: $342,229Expenses 2021: $384,875Net Income 2021: -$42,6462021Revenue 2022: $295,759Expenses 2022: $365,751Net Income 2022: -$69,9922022Revenue 2023: $520,958Expenses 2023: $353,566Net Income 2023: $167,3922023Revenue 2024: $251,875Expenses 2024: $348,476Net Income 2024: -$96,6012024

Highlighted filing

2018

Revenue$282,566
Expenses$331,298
Net Income-$48,732
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 6, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD MYERSONTrustee-$0--
ALAN MYERSONTrustee-$0--
MURIEL MYERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Beam Foundation
EIN
22-2786271
Phone
3104784545
Address
12100 WILSHIRE BL 200, LOS ANGELES, CA 90025

Signing Officer

Name
Alan Myerson
Title
Trustee
Phone
3104784545
Signed
2019-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Jennings Steine & Co
Address
12100 WILSHIRE BLVD 200, LOS ANGELES, CA 90025
Preparer
James D Jennings
Phone
3104784545
Raw XML Appendix323 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05793176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TD AMERITRADE - NOMINEE
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0299466
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IRS990PF/DistributableAmountGrp/TotalTaxAmt02598
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0259075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05874198
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt091999
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06133273
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD MYERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALAN MYERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MURIEL MYERSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA MONICA
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012100 WILSHIRE BLVD 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JENNINGS STEINE & CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum03104784545
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0307000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0OC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0307000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0299466
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02431
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0299466
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05103
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05103
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0307000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05103
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05103
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02431
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0151
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022419
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SSI INV MANAGEMENT, INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022419
TaxesSchedule/TaxesDetail/Amt01488
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN MYERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03104784545
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEAM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JENNINGS STEINE & CO
ReturnHeader/Filer/BusinessNameControlTxt0BEAM
ReturnHeader/Filer/EIN0222786271
ReturnHeader/Filer/PhoneNum03104784545
ReturnHeader/Filer/USAddress/AddressLine1Txt012100 WILSHIRE BL 200
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId060E0A739E6717C059A7B5DB59217932DB213B781
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A21F196EC758EAC048DA504D65F7F7C12FE1CF02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.60.157.162
ReturnHeader/FilingSecurityInformation/IPDt02019-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:24:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954045718
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENNINGS STEINE & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012100 WILSHIRE BLVD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03104784545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D JENNINGS
ReturnHeader/ReturnTs02019-08-15T13:57:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,045,906
Liabilities
$0
Net assets
$3,045,906
Revenue
$282,566
Expenses
$331,298
Net income
-$48,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.25$0.35$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.52$0.35$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.30$0.37$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.34$0.38$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.29$0.33$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.25$0.36$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.28$0.33$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.29$0.30$0.01
2015Summary only. Only limited summary data is available for this year.$3.25$0.00$0.24$0.35$0.12
2014Summary only. Only limited summary data is available for this year.$3.37$0.00$0.27$0.30$0.03
2013Summary only. Only limited summary data is available for this year.$3.40$0.00$0.40$0.24$0.16
2012Summary only. Only limited summary data is available for this year.$3.23$0.00$0.17$0.25$0.07
2011Summary only. Only limited summary data is available for this year.$3.31$0.00$0.22$0.26$0.03