Civic Intelligence

Beechwood Educational Foundation Inc.

990 • Fiscal year 2015 • EIN 35-1521887

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileN/A
201 N Illinois Street Suite 700Indianapolis, IN 46204

(352) 750-6655

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

98th percentile

202%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

378%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$3,931,742

Up $2,629,850 (+202%) from 2014

Net Assets

Up

$3,931,742

Up $2,629,850 (+202%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin99th percentile

Revenue

Up

$2,743,787

Up $2,169,541 (+378%) from 2014

Expenses

Down

$21,412

Down $29,463 (-58%) from 2014

Net Income

Up

$2,722,375

Up $2,199,004 (+420%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $875,656Liabilities 2010: $0Net Assets 2010: $875,6562010Assets 2011: $804,639Liabilities 2011: $0Net Assets 2011: $804,6392011Assets 2012: $722,905Liabilities 2012: $0Net Assets 2012: $722,9052012Assets 2013: $897,371Liabilities 2013: $0Net Assets 2013: $897,3712013Assets 2014: $1,301,892Liabilities 2014: $0Net Assets 2014: $1,301,8922014Assets 2015: $3,931,742Liabilities 2015: $0Net Assets 2015: $3,931,7422015Assets 2016: $1,091,008Liabilities 2016: $0Net Assets 2016: $1,091,0082016Assets 2017: $1,109,381Liabilities 2017: $0Net Assets 2017: $1,109,3812017Assets 2018: $1,373,552Liabilities 2018: $0Net Assets 2018: $1,373,5522018Assets 2019: $1,032,487Liabilities 2019: $0Net Assets 2019: $1,032,4872019Assets 2020: $1,173,173Liabilities 2020: $0Net Assets 2020: $1,173,1732020Assets 2021: $1,337,134Liabilities 2021: $0Net Assets 2021: $1,337,1342021Assets 2022: $1,272,528Liabilities 2022: $0Net Assets 2022: $1,272,5282022Assets 2023: $1,307,845Liabilities 2023: $0Net Assets 2023: $1,307,8452023Assets 2024: $1,455,672Liabilities 2024: $0Net Assets 2024: $1,455,6722024

Highlighted filing

2015

Assets$3,931,742
Liabilities$0
Net Assets$3,931,742
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $16,6662010Expenses 2011: $48,1872011Expenses 2012: $53,2722012Revenue 2013: $270,655Expenses 2013: $35,919Net Income 2013: $234,7362013Revenue 2014: $574,246Expenses 2014: $50,875Net Income 2014: $523,3712014Revenue 2015: $2,743,787Expenses 2015: $21,412Net Income 2015: $2,722,3752015Revenue 2016: $1,457,049Expenses 2016: $4,219,632Net Income 2016: -$2,762,5832016Revenue 2017: $459,561Expenses 2017: $468,771Net Income 2017: -$9,2102017Revenue 2018: $246,648Expenses 2018: $29,489Net Income 2018: $217,1592018Revenue 2019: $154,495Expenses 2019: $580,096Net Income 2019: -$425,6012019Revenue 2020: $135,701Expenses 2020: $104,902Net Income 2020: $30,7992020Revenue 2021: $142,980Expenses 2021: $15,329Net Income 2021: $127,6512021Revenue 2022: $206,590Expenses 2022: $24,625Net Income 2022: $181,9652022Revenue 2023: $94,569Expenses 2023: $288,907Net Income 2023: -$194,3382023Revenue 2024: $90,617Expenses 2024: $119,399Net Income 2024: -$28,7822024

Highlighted filing

2015

Revenue$2,743,787
Expenses$21,412
Net Income$2,722,375
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$5,139,436
Mission and Program Overview

Mission

The beechwood educational foundation was formed to encourage, assist, promote, foster, and support education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$497,778$3,189,988▲ $2,692,210
Investments in Publicly Traded Securities$804,114$741,754▼ $62,360
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,301,892$3,931,742▲ $2,629,850
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,301,892$3,931,742▲ $2,629,850
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,301,892$3,931,742▲ $2,629,850
Total Liabilities and Net Assets / Fund Balance$1,301,892$3,931,742▲ $2,629,850
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Louis a MangelsPresident
Eugene J Mcgarvey JrTrustee
Theodore D DickmanTrustee
Alan J DanskerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,713,760
Program Service Revenue
$0
Investment Income
$30,027
Other Revenue
$0
All Other Contributions
$2,713,760
Change in Net Assets
$2,722,375

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded17$2,395,649Fair Market Value (FMV)
Total Noncash Contributions17$2,395,649-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,748
Other Expenses$6,664
Total Fundraising Expense$1,243
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,748--$10,748
Fees for Services Accounting-$4,789-$4,789
Grants to Domestic Individuals$4,000--$4,000
Office Expenses--$1,243$1,243
Fees for Services Legal-$632-$632
Total Functional Expenses$14,748$5,421$1,243$21,412
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Zeta Chapter of Phi Gamma Delta IncBloomington, IN501(c)7Qualified Education Expenses$10,748
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Beechwood Educational Foundation Inc
EIN
35-1521887
In Care Of
% LOUIS A MANGELS
Phone
3527506655
Address
201 N ILLINOIS STREET SUITE 700, INDIANAPOLIS, IN 46204

Signing Officer

Name
Louis a Mangels
Title
President
Phone
3527506655
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louis a Mangels
Formed
1981
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Supplemental Narrative

Additional Explanations

Process to Review Form 990

“Form 990, part vi, section a, line 11b the form 990 is prepared by an independent accounting firm and is reviewed by the board before the return is filed.”

Process for Monitoring Compliance With Conflict of Interest Policy

“Form 990, part vi, section b, line 12c the board reviews the conflict of interest policy annually with all members of the board of directors. All trustees, officers, agents and employees are required to complete a disclosure statement. The disclosure statements are reviewed by the chairman of the board. Any person that has a conflict of interest is to abstain from participating in the discussion and voting on the matter.”

Documents Available to the Public

“Form 990, part vi, section c, line 19 governing documents and the conflict of interest policy are available to the public upon request.”

Raw XML AppendixShowing 400 of 410 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE BEECHWOOD EDUCATIONAL FOUNDATION WAS FORMED TO ENCOURAGE, ASSIST, PROMOTE, FOSTER, AND SUPPORT EDUCATION.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt02713760
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LOUIS A MANGELS
IRS990/BooksInCareOfDetail/PhoneNum03527506655
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01702 MADERO DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0LADY LAKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032159
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02713760
IRS990/CYGrantsAndSimilarPaidAmt014748
IRS990/CYInvestmentIncomeAmt030027
IRS990/CYOtherExpensesAmt06664
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02722375
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt021412
IRS990/CYTotalFundraisingExpenseAmt01243
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02743787
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0GRANTS WERE PROVIDED TO THE PHI GAMMA DELTA EDUCATIONAL FOUNDATION FOR SCHOLARSHIP FUNDS AND FOR THE CHAPTER HOUSE ENDOWMENT FUND THAT IS USED TO MAINTAIN THE HOUSE LIBRARY AND COMPUTER LAB.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt014748
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04789
IRS990/FeesForServicesAccountingGrp/TotalAmt04789
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0632
IRS990/FeesForServicesLegalGrp/TotalAmt0632
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0LOUIS A MANGELS
IRS990/Form990PartVIISectionAGrp/PersonNm1THEODORE D DICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ALAN J DANSKER
IRS990/Form990PartVIISectionAGrp/PersonNm3EUGENE J MCGARVEY JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt012432
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt014748
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt04000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt04000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010748
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010748
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02408081
IRS990/GrossReceiptsAmt05139436
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt017595
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017595
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0804114
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0741754
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02395649
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE BEECHWOOD EDUCATIONAL FOUNDATION WAS FORMED TO ENCOURAGE, ASSIST PROMOTE, FOSTER, AND SUPPORT EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01301892
IRS990/NetAssetsOrFundBalancesEOYAmt03931742
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012432
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012432
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-92525
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02395649
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt01243
IRS990/OfficeExpensesGrp/TotalAmt01243
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LOUIS A MANGELS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0422181
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt046780
IRS990/PYInvestmentIncomeAmt0152065
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04095
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0523371
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt050875
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0574246
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02722375
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0497778
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03189988
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02713760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0422181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0138569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0573
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03281330
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017595
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt044867
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt049446
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0188547
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34936
IRS990ScheduleA/PublicSupportPY170Pct00.53822
IRS990ScheduleA/PublicSupportTotal170Amt01212254
IRS990ScheduleA/SubstantialContributorsTotAmt02069076
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02713760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0422181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0138569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0573
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06247
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03281330
IRS990ScheduleA/TotalSupportAmt03469877
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010748
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)7
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0QUALIFIED EDUCATION EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ZETA CHAPTER OF PHI GAMMA DELTA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0356046095
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01600 W BLOOMFIELD RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BLOOMINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047402
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART 1, LINE 2 THE FOUNDATION USES PHI GAMMA DELTA EDUCATIONAL FOUNDATION TO DISTRIBUTE ITS GRANTS. GRANTS MADE TO INDIVIDUALS ARE PAID TO THE INDIVIDUAL AFTER THEY HAVE PROVEN THEY ARE ENROLLED IN AN EDUCATIONAL INSTITUTION AND MEET CERTAIN CRITERIA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES.
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt017
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt02395649
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0SCHEDULE M, LINE 32B THE FOUNDATION USES A THIRD PARTY, DAVID A. NOYES & COMPANY, TO SELL GIFTS OF PUBLICLY TRADED STOCK.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0USE OF THIRD PARTIES TO SELL NONCASH GIFTS
IRS990ScheduleM/ThirdPartiesUsedInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, SECTION A, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY THE BOARD BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY WITH ALL MEMBERS OF THE BOARD OF DIRECTORS. ALL TRUSTEES, OFFICERS, AGENTS AND EMPLOYEES ARE REQUIRED TO COMPLETE A DISCLOSURE STATEMENT. THE DISCLOSURE STATEMENTS ARE REVIEWED BY THE CHAIRMAN OF THE BOARD. ANY PERSON THAT HAS A CONFLICT OF INTEREST IS TO ABSTAIN FROM PARTICIPATING IN THE DISCUSSION AND VOTING ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PROCESS TO REVIEW FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01301892
IRS990/TotalAssetsEOYAmt03931742
IRS990/TotalAssetsGrp/BOYAmt01301892
IRS990/TotalAssetsGrp/EOYAmt03931742
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02713760
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01243
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05421
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014748
IRS990/TotalFunctionalExpensesGrp/TotalAmt021412
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01301892
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03931742
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014748
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030027
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02743787
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01301892
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03931742
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01301892
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03931742
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01702 MADERO DR
IRS990/USAddress/CityNm0LADY LAKE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032159
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS A MANGELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03527506655
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beechwood Educational Foundation Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Ted Dickman
ReturnHeader/Filer/BusinessNameControlTxt0BEEC
ReturnHeader/Filer/EIN0351521887
ReturnHeader/Filer/InCareOfNm0% LOUIS A MANGELS
ReturnHeader/Filer/PhoneNum03527506655
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 N ILLINOIS STREET SUITE 700
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,931,742
Liabilities
$0
Net assets
$3,931,742
Revenue
$2,743,787
Expenses
$21,412
Net income
$2,722,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.09$0.29$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.21$0.02$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.14$0.02$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.14$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.15$0.58$0.43
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.25$0.03$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.46$0.47$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.46$4.22$2.76
2015Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$2.74$0.02$2.72
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.57$0.05$0.52
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.27$0.04$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.02