Civic Intelligence

The Beam Foundation

990PF • Fiscal year 2019 • EIN 22-2786271

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 14, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

23rd percentile

-3.5%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-12%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,939,768

Down $106,138 (-3.5%) from 2018

Net Assets

Down

$2,939,768

Down $106,138 (-3.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Down

$249,599

Down $32,967 (-12%) from 2018

Expenses

Up

$355,737

Up $24,439 (+7.4%) from 2018

Net Income

Down

-$106,138

Down $57,406 (-118%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$2,939,768
Liabilities$0
Net Assets$2,939,768
Open 2019 Filing

Operations Trend

Revenue Growth24th 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

2019

Revenue$249,599
Expenses$355,737
Net Income-$106,138
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 14, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay43rd 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
2020-08-14
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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TD AMERITRADE - NOMINEE
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0304393
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05964733
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt093392
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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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/CityNm1SHERMAN OAKS
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
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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/Amt0328000
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/TotalGrantOrContriPdDurYrAmt0328000
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/AppliedToCurrentYearAmt0304393
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0304393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05103
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028710
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023607
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05103
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0328000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023607
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028710
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05103
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ACCOUNTING & LEGAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1360
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22998
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22998
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021696
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SSI INV MANAGEMENT, INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021696
TaxesSchedule/TaxesDetail/Amt02558
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN MYERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03104784545
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
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/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/ReturnTs02020-08-17T13:09:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,939,768
Liabilities
$0
Net assets
$2,939,768
Revenue
$249,599
Expenses
$355,737
Net income
-$106,138
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