Civic Intelligence

The Beall Foundation

990PF • Fiscal year 2012 • EIN 26-0313065

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

1200 Newport Center Drive No 22092660
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

93rd percentile

47%

Faster asset growth than 93% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,608,434

Up $517,422 (+47%) from 2011

Net Assets

Up

$1,608,434

Up $517,422 (+47%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$58,930

Down $36,904 (-39%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,150,065Liabilities 2010: $0Net Assets 2010: $1,150,0652010Assets 2011: $1,091,012Liabilities 2011: $0Net Assets 2011: $1,091,0122011Assets 2012: $1,608,434Liabilities 2012: $0Net Assets 2012: $1,608,4342012Assets 2013: $2,343,711Liabilities 2013: $0Net Assets 2013: $2,343,7112013Assets 2014: $2,336,918Liabilities 2014: $0Net Assets 2014: $2,336,9182014Assets 2015: $2,264,516Liabilities 2015: $0Net Assets 2015: $2,264,5162015Assets 2016: $2,128,285Liabilities 2016: $0Net Assets 2016: $2,128,2852016Assets 2017: $3,245,438Liabilities 2017: $0Net Assets 2017: $3,245,4382017Assets 2018: $3,180,139Liabilities 2018: $0Net Assets 2018: $3,180,1392018Assets 2019: $3,326,426Liabilities 2019: $0Net Assets 2019: $3,326,4262019Assets 2020: $3,274,441Liabilities 2020: $0Net Assets 2020: $3,274,4412020Assets 2021: $3,228,484Liabilities 2021: $0Net Assets 2021: $3,228,4842021Assets 2022: $2,208,481Liabilities 2022: $0Net Assets 2022: $2,208,4812022Assets 2023: $575,144Liabilities 2023: $0Net Assets 2023: $575,1442023Assets 2024: $358,903Liabilities 2024: $0Net Assets 2024: $358,9032024

Highlighted filing

2012

Assets$1,608,434
Liabilities$0
Net Assets$1,608,434

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $96,2742010Expenses 2011: $95,8342011Expenses 2012: $58,9302012Revenue 2013: $753,505Expenses 2013: $18,228Net Income 2013: $735,2772013Revenue 2014: $85,302Expenses 2014: $92,095Net Income 2014: -$6,7932014Revenue 2015: $83,853Expenses 2015: $156,255Net Income 2015: -$72,4022015Revenue 2016: $56,491Expenses 2016: $192,722Net Income 2016: -$136,2312016Revenue 2017: $1,311,683Expenses 2017: $194,530Net Income 2017: $1,117,1532017Revenue 2018: $150,248Expenses 2018: $215,547Net Income 2018: -$65,2992018Revenue 2019: $312,423Expenses 2019: $166,136Net Income 2019: $146,2872019Revenue 2020: $134,323Expenses 2020: $186,308Net Income 2020: -$51,9852020Revenue 2021: $153,013Expenses 2021: $198,970Net Income 2021: -$45,9572021Revenue 2022: $272,103Expenses 2022: $1,292,106Net Income 2022: -$1,020,0032022Revenue 2023: $562,213Expenses 2023: $2,195,550Net Income 2023: -$1,633,3372023Revenue 2024: $80,813Expenses 2024: $297,054Net Income 2024: -$216,2412024

Highlighted filing

2012

Revenue-
Expenses$58,930
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD R BEALLChairman-$0--
JEFFREY R BEALLPresident-$0--
CHERYL S BEALLVice President-$0--
JOAN F BEALLVice President-$0--
KENNETH L BEALLSecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNAVAL POSTGRADUATE SCHOOL FOUNDATION INCGENERAL SUPPORTPUBLIC CHARITYMONTEREY, CA, US$50,000
Filing and Contact Details

Filer

EIN
26-0313065
Raw XML AppendixShowing 400 of 408 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FIDELITY INVTS - STOCK PORTFOLIO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset013,288 SHS - AMERICAN ASSETS TRUT INC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DONALD R BEALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JEFFREY R BEALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHERYL S BEALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JOAN F BEALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4KENNETH L BEALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CHAIRMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRESIDENT
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IRS990ScheduleB/GeneralRule0X
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IRS990ScheduleB/NoncashProperty/FairMarketValue0523350
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription07,500 SHARES OF PROCTER & GAMBLE, CO STOCK (NYSE SYMBOL = PG)
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome095
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks095
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02051
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome02051
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SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine101200 NEWPORT CENTER DRIVE STE 220
SubstantialContributorsSch/SubstantialContributor/USAddress/City0NEWPORT BEACH
SubstantialContributorsSch/SubstantialContributor/USAddress/State0CA
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode092660
TaxesSchedule/Taxes/Amount0411
TaxesSchedule/Taxes/Amount135
TaxesSchedule/Taxes/Amount2208
TaxesSchedule/Taxes/Category0FEDERAL INVESTMENT EXCISE TAX
TaxesSchedule/Taxes/Category1STATE FILING FEES
TaxesSchedule/Taxes/Category2OTHER TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome0411
TaxesSchedule/Taxes/NetInvestmentIncome135
TaxesSchedule/Taxes/NetInvestmentIncome2208
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0260313065
ReturnHeader/Filer/Name/BusinessNameLine10THE BEALL FOUNDATION
ReturnHeader/Filer/NameControl0BEAL
ReturnHeader/Filer/Phone09497186333
ReturnHeader/Filer/USAddress/AddressLine101200 NEWPORT CENTER DRIVE NO 220
ReturnHeader/Filer/USAddress/City0NEWPORT BEACH
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092660
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-10
ReturnHeader/Officer/Name0KENNETH BEALL
ReturnHeader/Officer/Phone09497186333
ReturnHeader/Officer/Title0SECRETARY/TREASURER
ReturnHeader/PreparerFirm/EIN0330221239
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THE BUSCH FIRM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102532 DUPONT DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0IRVINE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.08$0.30$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.56$2.20$1.63
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.27$1.29$1.02
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.15$0.20$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.13$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.31$0.17$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.15$0.22$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$1.31$0.19$1.12
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.06$0.19$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.08$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.09$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.75$0.02$0.74
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.10