Civic Intelligence

The Beveridge Family Foundation Inc

EIN 31-1698286 • West Newbury, MA

3 Upland LaneWest Newbury, MA 01985
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$238,890

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

43rd percentile

3.7%

Faster asset growth than 43% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

158%

Faster revenue growth than 92% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Using 2022 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$56,758,354

Down $14,484,371 (-20%) from 2021

Liabilities

Down

$76,693

Down $172,124 (-69%) from 2021

Net Assets

Down

$56,681,661

Down $14,312,247 (-20%) from 2021

Operations
Liabilities / Revenue27th percentileNet Margin71st percentile

Revenue

Down

$2,269,828

Down $5,813,003 (-72%) from 2021

Expenses

Down

$3,563,036

Down $398,901 (-10%) from 2021

Net Income

Down

-$1,293,208

Down $5,414,102 (-131%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2012: $51,348,246Liabilities 2012: $43,574Net Assets 2012: $51,304,6722012Assets 2013: $57,461,541Liabilities 2013: $108,186Net Assets 2013: $57,353,3552013Assets 2014: $57,121,438Liabilities 2014: $85,978Net Assets 2014: $57,035,4602014Assets 2015: $52,895,175Liabilities 2015: $36,699Net Assets 2015: $52,858,4762015Assets 2016: $53,185,674Liabilities 2016: $56,090Net Assets 2016: $53,129,5842016Assets 2017: $57,893,523Liabilities 2017: $167,903Net Assets 2017: $57,725,6202017Assets 2018: $52,986,578Liabilities 2018: $72,078Net Assets 2018: $52,914,5002018Assets 2019: $61,915,543Liabilities 2019: $256,849Net Assets 2019: $61,658,6942019Assets 2020: $66,936,661Liabilities 2020: $249,836Net Assets 2020: $66,686,8252020Assets 2021: $71,242,725Liabilities 2021: $248,817Net Assets 2021: $70,993,9082021Assets 2022: $56,758,354Liabilities 2022: $76,693Net Assets 2022: $56,681,6612022

Latest loaded filing

2022

Assets$56,758,354
Liabilities$76,693
Net Assets$56,681,661
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2012: $2,526,1622012Revenue 2013: $4,405,766Expenses 2013: $3,118,971Net Income 2013: $1,286,7952013Revenue 2014: $6,000,471Expenses 2014: $3,438,419Net Income 2014: $2,562,0522014Revenue 2015: $3,905,026Expenses 2015: $3,815,039Net Income 2015: $89,9872015Revenue 2016: $2,320,817Expenses 2016: $2,940,033Net Income 2016: -$619,2162016Revenue 2017: $3,182,004Expenses 2017: $3,196,420Net Income 2017: -$14,4162017Revenue 2018: $3,311,000Expenses 2018: $3,244,938Net Income 2018: $66,0622018Revenue 2019: $3,440,527Expenses 2019: $3,275,374Net Income 2019: $165,1532019Revenue 2020: $3,387,622Expenses 2020: $3,387,986Net Income 2020: -$3642020Revenue 2021: $8,082,831Expenses 2021: $3,961,937Net Income 2021: $4,120,8942021Revenue 2022: $2,269,828Expenses 2022: $3,563,036Net Income 2022: -$1,293,2082022

Latest loaded filing

2022

Revenue$2,269,828
Expenses$3,563,036
Net Income-$1,293,208
Open 2022 Filing

Filings

Most recent year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.8$0.08$56.7$2.27$3.56$1.29
2021Detailed filing. Detailed filing data is available for this year.$71.2$0.25$71.0$8.08$3.96$4.12
2020Detailed filing. Detailed filing data is available for this year.$66.9$0.25$66.7$3.39$3.39$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.9$0.26$61.7$3.44$3.28$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.0$0.07$52.9$3.31$3.24$0.07
2017Detailed filing. Detailed filing data is available for this year.$57.9$0.17$57.7$3.18$3.20$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.2$0.06$53.1$2.32$2.94$0.62
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$0.04$52.9$3.91$3.82$0.09
2014Detailed filing. Detailed filing data is available for this year.$57.1$0.09$57.0$6.00$3.44$2.56
2013Detailed filing. Detailed filing data is available for this year.$57.5$0.11$57.4$4.41$3.12$1.29
2012Detailed filing. Detailed filing data is available for this year.$51.3$0.04$51.3$2.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Filing and Contact Details

Filer

Filer Name
The Beveridge Family Foundation
EIN
31-1698286
Phone
8002299667
Address
3 UPLAND LANE, WEST NEWBURY, MA 01985

Signing Officer

Name
Ward Caswell
Title
President
Phone
8002299667
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Thomas F Muldoon CPA
Phone
5083669100
Raw XML Appendix77 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0GMA FOUNDATIONS
IRS990T/BooksInCareOfDetail/PhoneNum06174267080
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02 LIBERTY SQUARE STE 500
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002109
IRS990T/BookValueAssetsEOYAmt062816494
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WARD CASWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08002299667
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEVERIDGE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0311698286
ReturnHeader/Filer/PhoneNum08002299667
ReturnHeader/Filer/USAddress/AddressLine1Txt03 UPLAND LANE
ReturnHeader/Filer/USAddress/CityNm0WEST NEWBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001985
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS F MULDOON CPA
ReturnHeader/ReturnTs02025-05-02T15:30:02-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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