Civic Intelligence

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

990PF • Fiscal year 2019 • EIN 22-6970211

Jan 01, 2019 to Dec 31, 2019 • Filed on May 20, 2020

Organization Profile
57 Totten DriveBridgewater, NJ 08807

(732) 469-9600

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.00x

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

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Net Margin

35th percentile

-42%

Higher net margin than 35% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$820

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-18%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets76th percentile

Assets

Flat

$526,318

Flat from 2019

Net Assets

$526,318

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin35th percentile

Revenue

Flat

$12,624

Flat from 2019

Expenses

Flat

$17,980

Flat from 2019

Net Income

Flat

-$5,356

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th 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: $0Net Assets 2019: $526,3182019Assets 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

2019

Assets$526,318
Liabilities$0
Net Assets$526,318
Open 2019 Filing

Operations Trend

Revenue Growth41st 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 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

2019

Revenue$12,624
Expenses$17,980
Net Income-$5,356
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 20, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA SHAPIROTrustee-$820-$820
Filing and Contact Details

Filer

Filer Name
Joseph Beutel Charitable Trust
EIN
22-6970211
Phone
7324699600
Address
57 TOTTEN DRIVE, BRIDGEWATER, NJ 08807

Signing Officer

Name
Deborah Shapiro
Title
Trustee
Phone
7324699600
Signed
2020-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Prager Metis Cpas LLC
Address
401 HACKENSACK AVE 4TH FLOOR, HACKENSACK, NJ 07601
Preparer
Richard Feld
Phone
2013427753
Raw XML Appendix315 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE OF THE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DEBORAH HEART & LUNG HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RABBI ISAAC'S FUND - TEMPLE SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT PRIVATE FOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 TRENTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1775 TALAMINI ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 6007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROWNS MILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRIDGEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRIDGEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208807
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05494
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/AppliedToCurrentYearAmt05494
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013056
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013056
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05494
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013056
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05325
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01956
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt096790
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05960
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05960
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07324699600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH BEUTEL CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0U/A DATED 7/12/02
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0226970211
ReturnHeader/Filer/PhoneNum07324699600
ReturnHeader/Filer/USAddress/AddressLine1Txt057 TOTTEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0BRIDGEWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008807
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061667465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRAGER METIS CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 HACKENSACK AVE 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HACKENSACK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007601
ReturnHeader/PreparerPersonGrp/PhoneNum02013427753
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD FELD
ReturnHeader/ReturnTs02020-07-13T14:21:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$526,318
Liabilities
$0
Net assets
$526,318
Revenue
$12,624
Expenses
$17,980
Net income
-$5,356
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
2019Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.13$0.18$0.05
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