Civic Intelligence

The Beth Brown Memorial Foundation Co Judy Markin

990 • Fiscal year 2018 • EIN 34-0941011

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

943 E Lawn Ave Apt 31Urbana, OH 43078

(937) 597-6843

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.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

52nd percentile

4.3%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

46th percentile

0.3%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$538,022

Up $1,784 (+0.3%) from 2017

Net Assets

Up

$538,022

Up $1,784 (+0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$41,929

Down $6,441 (-13%) from 2017

Expenses

Up

$40,145

Up $15,103 (+60%) from 2017

Net Income

Down

$1,784

Down $21,544 (-92%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $537,824Liabilities 2013: $0Net Assets 2013: $537,8242013Assets 2014: $536,877Liabilities 2014: $0Net Assets 2014: $536,8772014Assets 2015: $488,186Liabilities 2015: $0Net Assets 2015: $488,1862015Assets 2016: $479,774Liabilities 2016: $0Net Assets 2016: $479,7742016Assets 2017: $536,238Liabilities 2017: $0Net Assets 2017: $536,2382017Assets 2018: $538,022Liabilities 2018: $0Net Assets 2018: $538,0222018Assets 2019: $511,463Liabilities 2019: $0Net Assets 2019: $511,4632019Assets 2020: $546,199Liabilities 2020: $0Net Assets 2020: $546,1992020Assets 2021: $594,034Liabilities 2021: $0Net Assets 2021: $594,0342021Assets 2022: $486,826Liabilities 2022: $0Net Assets 2022: $486,8262022Assets 2023: $810,407Liabilities 2023: $0Net Assets 2023: $810,4072023Assets 2024: $877,046Liabilities 2024: $0Net Assets 2024: $877,0462024

Highlighted filing

2018

Assets$538,022
Liabilities$0
Net Assets$538,022

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $45,467Expenses 2013: $24,537Net Income 2013: $20,9302013Revenue 2014: $41,896Expenses 2014: $23,436Net Income 2014: $18,4602014Revenue 2015: $29,610Expenses 2015: $54,868Net Income 2015: -$25,2582015Revenue 2016: $24,399Expenses 2016: $35,509Net Income 2016: -$11,1102016Revenue 2017: $48,370Expenses 2017: $25,042Net Income 2017: $23,3282017Revenue 2018: $41,929Expenses 2018: $40,145Net Income 2018: $1,7842018Revenue 2019: $32,145Expenses 2019: $37,324Net Income 2019: -$5,1792019Revenue 2020: $25,070Expenses 2020: $26,196Net Income 2020: -$1,1262020Revenue 2021: $73,987Expenses 2021: $28,913Net Income 2021: $45,0742021Revenue 2022: $25,557Expenses 2022: $18,950Net Income 2022: $6,6072022Revenue 2023: $211,756Expenses 2023: $20,500Net Income 2023: $191,2562023Revenue 2024: $289,563Expenses 2024: $40,205Net Income 2024: $249,3582024

Highlighted filing

2018

Revenue$41,929
Expenses$40,145
Net Income$1,784
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$63,562
Mission and Program Overview

Mission

Primary Exempt Purpose - To provide scholarships to individuals who pursue a medical career.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$97,737$156,708▲ $58,971
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$536,238$538,022▲ $1,784
Other Assets Total$438,501$381,314▼ $57,187
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$536,238$538,022▲ $1,784
Total Net Assets Fund Balance$536,238$538,022▲ $1,784
Total Liabilities and Net Assets / Fund Balance$536,238$538,022▲ $1,784

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$381,314--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$715
Program Service Revenue
$0
Investment Income
$41,214
Other Revenue
$0
Change in Net Assets
$1,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,145
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$627-$627
Other Expenses$35,500$21-$21
All Other Expenses$-375--$-375
Total Functional Expenses$35,125$5,020$0$40,145
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

Reviewed by Treasurer and provided to the board prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
The Beth Brown Memorial Foundation
EIN
34-0941011
Phone
9375976843
Address
943 E Lawn Ave Apt 31, Urbana, OH 43078

Signing Officer

Name
Judy Markin
Title
Treasurer
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Brown & Brown CPAs LLC
Address
6097 State Rt 161, Mechanicsburg, OH 43044
Preparer
William H Brown
Phone
9376521614
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016309
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024611
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024751
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0140285
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.10410
IRS990ScheduleA/PublicSupportPY170Pct00.11040
IRS990ScheduleA/PublicSupportTotal170Amt016309
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01725
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016309
IRS990ScheduleA/TotalSupportAmt0156594
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0381314
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Marketable Securities
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0381314
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed by Treasurer and provided to the board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0536238
IRS990/TotalAssetsEOYAmt0538022
IRS990/TotalAssetsGrp/BOYAmt0536238
IRS990/TotalAssetsGrp/EOYAmt0538022
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0715
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05020
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035125
IRS990/TotalFunctionalExpensesGrp/TotalAmt040145
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0536238
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0538022
IRS990/TotalProgramServiceExpensesAmt035125
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041214
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041929
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0536238
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0538022
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0536238
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0538022
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0943 E Lawn Ave Apt 31
IRS990/USAddress/CityNm0Urbana
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043078
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Markin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Beth Brown Memorial Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Judy Markin
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0340941011
ReturnHeader/Filer/PhoneNum09375976843
ReturnHeader/Filer/USAddress/AddressLine1Txt0943 E Lawn Ave Apt 31
ReturnHeader/Filer/USAddress/CityNm0Urbana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830395196
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brown & Brown CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06097 State Rt 161
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mechanicsburg

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$0.00$8.77$2.90$0.40$2.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$0.00$8.10$2.12$0.21$1.91
2022Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.26$0.19$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$5.94$0.74$0.29$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$0.00$5.46$0.25$0.26$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.00$5.11$0.32$0.37$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.42$0.40$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.48$0.25$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.00$4.80$0.24$0.36$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.30$0.55$0.25
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$0.42$0.23$0.18
2013Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.45$0.25$0.21
Peer Organizations

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