Civic Intelligence

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

990PF • Fiscal year 2021 • EIN 22-6970211

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 07, 2022

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

94th percentile

0.02x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

0.66x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2021

Net Margin

26th percentile

-43%

Higher net margin than 26% of similar nonprofits.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$845

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2021

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

40%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$652,794

Up $119,832 (+22%) from 2020

Net Assets

Up

$637,471

Up $104,509 (+20%) from 2020

Liabilities

Up

$15,323

Up $15,323 from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin26th percentile

Revenue

Up

$23,091

Up $6,553 (+40%) from 2020

Expenses

Up

$32,975

Up $14,203 (+76%) from 2020

Net Income

Down

-$9,884

Down $7,650 (-342%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2021

Assets$652,794
Liabilities$15,323
Net Assets$637,471
Open 2021 Filing

Operations Trend

Revenue Growth51st 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

2021

Revenue$23,091
Expenses$32,975
Net Income-$9,884
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA SHAPIROTrustee-$845-$845
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
Debra Shapiro
Title
Trustee
Phone
7324699600
Signed
2022-07-07
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 Appendix296 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH BEUTEL CHARITABLE TRUST
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ReturnHeader/Filer/BusinessNameControlTxt0JOSE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008807
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061667465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRAGER METIS CPAS LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007601
ReturnHeader/PreparerPersonGrp/PhoneNum02013427753
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD FELD
ReturnHeader/ReturnTs02022-07-07T11:00:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHAPIRO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$652,794
Liabilities
$15,323
Net assets
$637,471
Revenue
$23,091
Expenses
$32,975
Net income
-$9,884
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • NTEE T20 • $500k-$1M nonprofits