Civic Intelligence

Beatrice F Kroesche Foundation

EIN 33-0960158 • 501(c)3 • Newport Beach, CA

Profile

Provide endowments for charities, educational scholarships and related charitable and humanitarian purposes.

221 Canal StreetNewport Beach, CA 92663

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

90th percentile

86%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$974,225

Up $123,475 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$974,225

Up $123,475 (+15%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin93rd percentile

Revenue

Up

$199,223

Up $134,394 (+207%) from 2023

Expenses

Up

$77,330

Up $14,221 (+23%) from 2023

Net Income

Up

$121,893

Up $120,173 (+6987%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$1.0M$500K$0Assets 2010: $198,242Net Assets 2010: $198,2422010Assets 2012: $237,709Net Assets 2012: $237,7092012Assets 2013: $292,651Net Assets 2013: $292,6512013Assets 2014: $333,177Net Assets 2014: $333,1772014Assets 2015: $378,775Net Assets 2015: $378,7752015Assets 2016: $449,141Net Assets 2016: $449,1412016Assets 2017: $528,014Liabilities 2017: $0Net Assets 2017: $528,0142017Assets 2018: $520,988Liabilities 2018: $0Net Assets 2018: $520,9882018Assets 2019: $650,599Liabilities 2019: $0Net Assets 2019: $650,5992019Assets 2020: $739,203Liabilities 2020: $0Net Assets 2020: $739,2032020Assets 2021: $871,394Liabilities 2021: $0Net Assets 2021: $871,3942021Assets 2022: $742,343Liabilities 2022: $0Net Assets 2022: $742,3432022Assets 2023: $850,750Liabilities 2023: $0Net Assets 2023: $850,7502023Assets 2024: $974,225Liabilities 2024: $0Net Assets 2024: $974,2252024

Highlighted filing

2024

Assets$974,225
Liabilities$0
Net Assets$974,225
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100KRevenue 2010: $47,350Expenses 2010: $16,034Net Income 2010: $31,3162010Revenue 2012: $41,151Expenses 2012: $24,910Net Income 2012: $16,2412012Revenue 2013: $51,101Expenses 2013: $28,203Net Income 2013: $22,8982013Revenue 2014: $56,247Expenses 2014: $22,464Net Income 2014: $33,7832014Revenue 2015: $85,810Expenses 2015: $35,626Net Income 2015: $50,1842015Revenue 2016: $90,749Expenses 2016: $28,360Net Income 2016: $62,3892016Revenue 2017: $71,813Expenses 2017: $35,004Net Income 2017: $36,8092017Revenue 2018: $66,616Expenses 2018: $45,264Net Income 2018: $21,3522018Revenue 2019: $98,858Expenses 2019: $46,449Net Income 2019: $52,4092019Revenue 2020: $65,956Expenses 2020: $49,528Net Income 2020: $16,4282020Revenue 2021: $73,735Expenses 2021: $52,474Net Income 2021: $21,2612021Revenue 2022: $57,580Expenses 2022: $71,377Net Income 2022: -$13,7972022Revenue 2023: $64,829Expenses 2023: $63,109Net Income 2023: $1,7202023Revenue 2024: $199,223Expenses 2024: $77,330Net Income 2024: $121,8932024

Highlighted filing

2024

Revenue$199,223
Expenses$77,330
Net Income$121,893
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$974,225
Liabilities
$0
Net assets
$974,225
Revenue
$199,223
Expenses
$77,330
Net income
$121,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.74$0.00$9.74$1.99$0.77$1.22
2023Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.65$0.63$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.58$0.71$0.14
2021Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.74$0.52$0.21
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.66$0.50$0.16
2019Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.99$0.46$0.52
2018Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.67$0.45$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.72$0.35$0.37
2016Detailed filing. Detailed filing data is available for this year.$4.49$4.49$0.91$0.28$0.62
2015Detailed filing. Detailed filing data is available for this year.$3.79$3.79$0.86$0.36$0.50
2014Detailed filing. Detailed filing data is available for this year.$3.33$3.33$0.56$0.22$0.34
2013Detailed filing. Detailed filing data is available for this year.$2.93$2.93$0.51$0.28$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$2.38$0.41$0.25$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$1.98$0.47$0.16$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.0
Gross Receipts
$369,447
Mission and Program Overview

Mission

Provide endowments for charities, educational scholarships and related charitable and humanitarian purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$691,626$896,867▲ $205,241
Savings and Temporary Cash Investments$159,124$77,358▼ $81,766
Total Assets$850,750$974,225▲ $123,475
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$850,750$974,225▲ $123,475
Total Net Assets Fund Balance$850,750$974,225▲ $123,475
Total Liabilities and Net Assets / Fund Balance$850,750$974,225▲ $123,475
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Duff MceversDirector
Taylor ScalleyDirector
William DoddDirector
Michelle BernerCFO/treasure
Thomas R KroescheExecutive Di
Jennifer FlahertySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$99,600
Program Service Revenue
$0
Investment Income
$99,623
Other Revenue
$0
All Other Contributions
$99,600
Change in Net Assets
$121,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,225
Other Expenses$3,105
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$74,225--$74,225
Fees for Services Accounting$1,550--$1,550
Insurance$1,136--$1,136
Other Expenses$50--$50
Total Functional Expenses$77,330$0$0$77,330
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Thomas r kroesche jennifer flaherty employer\employee thomas r kroesche michelle berner employer\employee”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Documents available on the website of the california attorney general.”

Filing and Contact Details

Filer

Filer Name
Beatrice F Kroesche Foundation
EIN
33-0960158
Address
221 CANAL STREET, NEWPORT BEACH, CA 92663

Signing Officer

Name
Thomas R Kroesche
Title
Executive Director
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas R Kroesche
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Bentson Vuona & Westersten Llp
Address
17 GODDARD, IRVINE, CA 92618
Preparer
Brian a Bentson CPA
Phone
9497891050
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide endowments for charities, educational scholarships and related charitable and humanitarian purposes.”

Form 990, Part XI, Line 9

“Unrealized gain on security 1,582”

Raw XML Appendix305 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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IRS990/GainOrLossGrp/SecuritiesAmt071599
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0170224
IRS990/LoanOutstandingInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THOMAS R KROESCHE JENNIFER FLAHERTY EMPLOYER\EMPLOYEE THOMAS R KROESCHE MICHELLE BERNER EMPLOYER\EMPLOYEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE ON THE WEBSITE OF THE CALIFORNIA ATTORNEY GENERAL.
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IRS990/TotalFunctionalExpensesGrp/TotalAmt077330
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0850750
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0974225
IRS990/TotalOtherProgSrvcExpenseAmt077330
IRS990/TotalOtherProgSrvcGrantAmt074225
IRS990/TotalProgramServiceExpensesAmt077330
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt099623
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0199223
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0850750
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0974225
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/USAddress/AddressLine1Txt0221 CANAL STREET
IRS990/USAddress/CityNm0NEWPORT BEACH
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IRS990/USAddress/ZIPCd092663
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS R KROESCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEATRICE F KROESCHE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEAT
ReturnHeader/Filer/EIN0330960158
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 CANAL STREET
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330683633
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENTSON VUONA & WESTERSTEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017 GODDARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09497891050
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN A BENTSON CPA
ReturnHeader/ReturnTs02025-05-07T17:03:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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