Civic Intelligence

Joseph Beutel Charitable Trust U/A Dated 7/12/02

990PF • Fiscal year 2015 • EIN 22-6970211

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 21, 2016

Organization Profile
57 Totten DriveBridgewater, NJ 08807

(732) 469-2424

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.00x

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

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Net Margin

81st percentile

75%

Higher net margin than 81% of similar nonprofits.

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Asset Growth

46th percentile

-1.2%

Faster asset growth than 46% of similar nonprofits.

2015 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-33%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$505,013

Down $6,293 (-1.2%) from 2014

Net Assets

Down

$505,013

Down $6,293 (-1.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin81st percentile

Revenue

Down

$30,726

Down $15,029 (-33%) from 2014

Expenses

Down

$7,822

Down $27,692 (-78%) from 2014

Net Income

Up

$22,904

Up $12,663 (+124%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$800K$600K$400K$200K$0Assets 2010: $457,123Liabilities 2010: $0Net Assets 2010: $457,1232010Assets 2011: $462,859Liabilities 2011: $02011Assets 2012: $527,529Liabilities 2012: $0Net Assets 2012: $527,5292012Assets 2013: $483,464Liabilities 2013: $0Net Assets 2013: $483,4642013Assets 2014: $511,306Liabilities 2014: $0Net Assets 2014: $511,3062014Assets 2015: $505,013Liabilities 2015: $0Net Assets 2015: $505,0132015Assets 2016: $452,483Liabilities 2016: $0Net Assets 2016: $452,4832016Assets 2017: $482,098Liabilities 2017: $0Net Assets 2017: $482,0982017Assets 2018: $434,884Liabilities 2018: $0Net Assets 2018: $434,8842018Assets 2019: $526,318Liabilities 2019: $12019Assets 2020: $532,962Liabilities 2020: $0Net Assets 2020: $532,9622020Assets 2021: $652,794Liabilities 2021: $15,323Net Assets 2021: $637,4712021Assets 2022: $587,871Liabilities 2022: $28,9262022Assets 2023: $558,539Liabilities 2023: $12023

Highlighted filing

2015

Assets$505,013
Liabilities$0
Net Assets$505,013
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

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

$100K$50K$0-$50KExpenses 2010: $32,8952010Revenue 2011: $5,317Expenses 2011: $33,883Net Income 2011: -$28,5662011Expenses 2012: $6,2842012Revenue 2013: $33,139Expenses 2013: $54,269Net Income 2013: -$21,1302013Revenue 2014: $45,755Expenses 2014: $35,514Net Income 2014: $10,2412014Revenue 2015: $30,726Expenses 2015: $7,822Net Income 2015: $22,9042015Revenue 2016: $23,505Expenses 2016: $66,106Net Income 2016: -$42,6012016Revenue 2017: $36,105Expenses 2017: $28,066Net Income 2017: $8,0392017Revenue 2018: $15,433Expenses 2018: $28,563Net Income 2018: -$13,1302018Revenue 2019: $12,624Expenses 2019: $17,980Net Income 2019: -$5,3562019Revenue 2020: $16,538Expenses 2020: $18,772Net Income 2020: -$2,2342020Revenue 2021: $23,091Expenses 2021: $32,975Net Income 2021: -$9,8842021Revenue 2022: $48,730Expenses 2022: $43,938Net Income 2022: $4,7922022Revenue 2023: $16,462Expenses 2023: $42,847Net Income 2023: -$26,3852023

Highlighted filing

2015

Revenue$30,726
Expenses$7,822
Net Income$22,904
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 21, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA SHAPIROTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Beutel Charitable Trust
EIN
22-6970211
Phone
7324692424
Address
57 TOTTEN DRIVE, BRIDGEWATER, NJ 08807

Signing Officer

Name
Debra Shapiro
Title
Trustee
Phone
7324692424
Signed
2016-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman & Company Llp
Address
290 W MT PLEASANT AVENUE 3310, LIVINGSTON, NJ 07039
Preparer
Glenys Merejo CPA Mst
Phone
9732180500
Raw XML Appendix350 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DEUTSCHE BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GENERAL MOTORS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GENERAL MOTORS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BARCLAYS BK PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BANK OF AMERICA
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt021104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt023257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.088535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0500588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0511394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0503269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0499459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0473039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0450407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.233225
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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/AddressLine1Txt0AS SHOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BRIDGEWATER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008807
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum07324692424
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021388
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01197
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021388
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021388
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02985
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01627
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt029197
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt01495
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07324692424
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH BEUTEL CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0U/A DATED 7/12/02
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0226970211
ReturnHeader/Filer/PhoneNum07324692424
ReturnHeader/Filer/USAddress/AddressLine1Txt057 TOTTEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0BRIDGEWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008807
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222428965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 W MT PLEASANT AVENUE 3310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007039
ReturnHeader/PreparerPersonGrp/PhoneNum09732180500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENYS MEREJO CPA MST
ReturnHeader/ReturnTs02016-04-07T18:05:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$505,013
Liabilities
$0
Net assets
$505,013
Revenue
$30,726
Expenses
$7,822
Net income
$22,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.59$0.00$0.16$0.43$0.26
2022Summary only. Only limited summary data is available for this year.$5.88$0.29$0.49$0.44$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.53$0.15$6.37$0.23$0.33$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.17$0.19$0.02
2019Summary only. Only limited summary data is available for this year.$5.26$0.00$0.13$0.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.15$0.29$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.36$0.28$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.24$0.66$0.43
2015Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.31$0.08$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.46$0.36$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.33$0.54$0.21
2012Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.06
2011Summary only. Only limited summary data is available for this year.$4.63$0.00$0.05$0.34$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.33
Peer Organizations

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