Civic Intelligence

Mary Beyrer Foundation Trust

990PF • Fiscal year 2018 • EIN 30-6599031

Mar 28, 2018 to Dec 31, 2018 • Filed on Apr 15, 2019

Organization Profile
PO Box 1501 Nj2-130-03-31Pennington, NJ 08534-1501

(609) 274-6834

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.

2018 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.00x

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

2018 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2018

Net Margin

96th percentile

98%

Higher net margin than 96% of similar nonprofits.

2018 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$7,911

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

$764,203

No earlier filing loaded for comparison.

Net Assets

$764,203

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin96th percentile

Revenue

$810,862

No earlier filing loaded for comparison.

Expenses

$17,583

No earlier filing loaded for comparison.

Net Income

$793,279

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2018: $764,203Liabilities 2018: $0Net Assets 2018: $764,2032018Assets 2019: $768,362Liabilities 2019: $0Net Assets 2019: $768,3622019Assets 2020: $769,814Liabilities 2020: $0Net Assets 2020: $769,8142020Assets 2021: $805,472Liabilities 2021: $0Net Assets 2021: $805,4722021Assets 2022: $786,407Liabilities 2022: $0Net Assets 2022: $786,4072022Assets 2023: $779,465Liabilities 2023: $0Net Assets 2023: $779,4652023Assets 2024: $777,454Liabilities 2024: $0Net Assets 2024: $777,4542024

Highlighted filing

2018

Assets$764,203
Liabilities$0
Net Assets$764,203
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2018: $810,862Expenses 2018: $17,583Net Income 2018: $793,2792018Revenue 2019: $31,567Expenses 2019: $26,797Net Income 2019: $4,7702019Revenue 2020: $45,115Expenses 2020: $44,054Net Income 2020: $1,0612020Revenue 2021: $81,663Expenses 2021: $45,213Net Income 2021: $36,4502021Revenue 2022: $30,536Expenses 2022: $49,839Net Income 2022: -$19,3032022Revenue 2023: $39,514Expenses 2023: $46,086Net Income 2023: -$6,5722023Revenue 2024: $46,091Expenses 2024: $46,313Net Income 2024: -$2222024

Highlighted filing

2018

Revenue$810,862
Expenses$17,583
Net Income$793,279
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 28, 2018 to Dec 31, 2018
Signed
Apr 15, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$7,911-$7,911
PHYLLIS J BAILEYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary Beyrer Foundation Trust
EIN
30-6599031
Phone
6092746834
Address
PO BOX 1501 NJ2-130-03-31, PENNINGTON, NJ 08534-1501

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2019-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Raw XML Appendix395 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01300 MERRILL LYNCH DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PENNINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0085341501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0UST-ML A DIVISION OF BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06092746834
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PHYLLIS J BAILEY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013521
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013521
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015213
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PHYLLIS J BAILEY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1PHYLLIS J BAILEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06470 POST RD APT 140
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16470 POST RD APT 140
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DUBLIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1DUBLIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0430163264
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1430163264
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0755215
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt122050
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0755215
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-03-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NON-ALLOCABLE LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08174
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08174
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0291
OtherDecreasesSchedule/OtherDecreasesDetail/Amt128785
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING DIFFERENCE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1EXCESS FMV OVER COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0600
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PHYLLIS J BAILEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt06470 POST RD APT 140
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0DUBLIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0430163264
TaxesSchedule/TaxesDetail/Amt0516
TaxesSchedule/TaxesDetail/Amt1290
TaxesSchedule/TaxesDetail/Amt292
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0516
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt292
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06092746834
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY BEYRER FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BEYR
ReturnHeader/Filer/EIN0306599031
ReturnHeader/Filer/PhoneNum06092746834
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1501 NJ2-130-03-31
ReturnHeader/Filer/USAddress/CityNm0PENNINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0085341501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D133DEBD65941103ECD6F99DC0D927293EA37C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057623ED0AE1821D5CE0A508C54E4C9AF0C12734B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-03T07:00:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-03-28
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$764,203
Liabilities
$0
Net assets
$764,203
Revenue
$810,862
Expenses
$17,583
Net income
$793,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.46$0.46$0.00
2023Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.40$0.46$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.31$0.50$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.82$0.45$0.36
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.45$0.44$0.01
2019Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.32$0.27$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$8.11$0.18$7.93