Beam Foundation

990EZ • Fiscal year 2013 • EIN 35-2261710

Oct 01, 2012 to Sep 30, 2013 • Filed on Jul 31, 2014

Organization Profile WWW.THEBEAMFOUNDATION.ORG

306 Airline Drive75019

Siviq Scores

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

0.14x

Higher debt load relative to assets than 78% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.12x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

22%

Higher net margin than 79% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

13%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2013

182%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2013

Balance Sheet

Liabilities / Assets78th percentile

Assets

$105,100

Up $32,600 (+45%) from 2012

Net Assets

$90,753

Up $27,600 (+44%) from 2012

Liabilities

$14,347

Up $5,000 (+53%) from 2012

Revenue And Expenses

Liabilities / Revenue82nd percentile Net Margin79th percentile

Revenue

$123,191

No earlier filing loaded for comparison.

Expenses

$95,591

Up $95,335 (+37240%) from 2012

Net Income

$27,600

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

Highlighted filing

2013

Assets$105,100

Liabilities$14,347

Net Assets$90,753

Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

Highlighted filing

2013

Revenue$123,191

Expenses$95,591

Net Income$27,600

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2012 to Sep 30, 2013
Signed: Jul 31, 2014
Return Version: 2012v2.3

Mission and Program Overview

Mission

To support charitable organizations in our community.

Filing and Contact Details

Filer

EIN: 35-2261710

Raw XML Appendix156 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
CompensationExplanation/Compensation/PersonName	0	KEN BEAM
CompensationExplanation/Compensation/PersonName	1	ERIC SALAS
CompensationExplanation/Compensation/PersonName	2	RANDY STAGEN
CompensationExplanation/Compensation/PersonName	3	BARRY STEPHENS
CompensationExplanation/Compensation/PersonName	4	DON BELL
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	72500
IRS990EZ/CashSavingsAndInvestments/EOY	0	98280
IRS990EZ/ContributionsGiftsGrantsEtc	0	96188
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	27600
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GrossReceipts	0	123191
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/LoansToFromOfficers	0	10000
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	true
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	63153
IRS990EZ/NetAssetsOrFundBalancesBOY	0	63153
IRS990EZ/NetAssetsOrFundBalances/EOY	0	90753
IRS990EZ/NetAssetsOrFundBalancesEOY	0	90753
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	KEN BEAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	ERIC SALAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	RANDY STAGEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	BARRY STEPHENS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	DON BELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	TREASURER
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/EOY	0	6820
IRS990EZ/OtherExpensesTotal	0	95591
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	TO SUPPORT CHARITABLE ORGANIZATIONS IN OUR COMMUNITY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	FUNDRAISING THROUGH VARIOUS FUNCTIONS TO PROVIDE SUPPORT FOR CHARITIES INCLUDING THE AMERICAN LUNG ASSOCIATION, JUVENILE DIABETES RESEARCH FOUNDATION, JONATHAN'S PLACE, AND OTHER LOCAL CHARITIES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	FUNDRAISING THROUGH VARIOUS FUNCTIONS TO PROVIDE SUPPORT FOR CHARITIES INCLUDING THE AMERICAN LUNG ASSOCIATION, JUVENILE DIABETES RESEARCH FOUNDATION, JONATHAN'S PLACE, AND OTHER LOCAL CHARITIES.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	35785
IRS990EZ/ProgramServiceRevenue	0	27003
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	9347
IRS990EZ/SumOfTotalLiabilities/EOY	0	14347
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	306 AIRLINE DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	COPPELL
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	75019
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	DARLA BEAM
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8172518116
IRS990EZ/TotalAssets/BOY	0	72500
IRS990EZ/TotalAssets/EOY	0	105100
IRS990EZ/TotalExpenses	0	95591
IRS990EZ/TotalProgramServiceExpenses	0	35785
IRS990EZ/TotalRevenue	0	123191
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	WWW.THEBEAMFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	96188
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	5466
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	20527
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	122181
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	27003
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	27003
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00000
IRS990ScheduleA/PriorYearSupportPercentage	0	1.00000
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	1.00000
IRS990ScheduleA/PublicSupportTotal509	0	149184
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	123191
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	5466
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	20527
IRS990ScheduleA/Total509/Total	0	149184
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	123191
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	5466
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	20527
IRS990ScheduleA/TotalSupportTotal/Total	0	149184
IRS990ScheduleL/LoanTable/ApprovedByBoard	0	false
IRS990ScheduleL/LoanTable/BalanceDue	0	10000
IRS990ScheduleL/LoanTable/Default	0	false
IRS990ScheduleL/LoanTable/LoanToOrganization	0	X
IRS990ScheduleL/LoanTable/NamePerson	0	KEN BEAM
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount	0	10000
IRS990ScheduleL/LoanTable/PurposeOfLoan	0	FOUNDATION OPERATING CAPITAL
IRS990ScheduleL/LoanTable/WrittenAgreement	0	false
IRS990ScheduleL/TotalBalanceDue	0	10000
IRS990ScheduleO/GeneralExplanation/Explanation	0	EXPENSES PROGRAM EXPENSES 32,261 SHIRTS OTHER 463 OTHER 606 GIFT CERTIFICATES 1,400 PLAQUES OTHER 1,055 CONTRACT LABOR 18,919 HOLE IN ONE INSURANCE 1,122 POSTAGE PRINTING SCORES 413 CONSULTING FEES 3,000 OTHER 257 CREDIT CARD PROCESSING 1,293 PAPER SUPPLIES PRINTING 292 DECORATIONS 343 BANK FEES 230 GOLF COURSE FEES 6,600 AUCTION ITEMS FRAMING 4,178 AUCTIONEE 5,774 ENTERTAINMENT 1,500 GOLFER SHIRTS 1,690 OTHER MEALS 1,880 AWARDS DINNER 7,102 MEALS 65 OTHER 148 PRIOR YEAR RECONC. ADJ 5,000 TOTAL 95,591
IRS990ScheduleO/GeneralExplanation/Explanation	1	ACCOUNTS RECEIVABLE 0 6,820 TOTAL 0 6,820
IRS990ScheduleO/GeneralExplanation/Explanation	2	GRANTS PAYABLE 4,347 4,347 LOANS FROM OFFICERS 5,000 10,000
IRS990ScheduleO/GeneralExplanation/Explanation	3	FUNDRAISING THROUGH VARIOUS FUNCTIONS TO PROVIDE SUPPORT FOR CHARITIES INCLUDING THE AMERICAN LUNG ASSOCIATION, JUVENILE DIABETES RESEARCH FOUNDATION, JONATHAN'S PLACE, AND OTHER LOCAL CHARITIES.
IRS990ScheduleO/GeneralExplanation/Explanation	4	FUNDRAISING THROUGH VARIOUS FUNCTIONS TO PROVIDE SUPPORT FOR CHARITIES INCLUDING THE AMERICAN LUNG ASSOCIATION, JUVENILE DIABETES RESEARCH FOUNDATION, JONATHAN'S PLACE, AND OTHER LOCAL CHARITIES.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier	3	FIRST ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/Identifier	4	ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	352261710
ReturnHeader/Filer/Name/BusinessNameLine1	0	BEAM FOUNDATION
ReturnHeader/Filer/NameControl	0	BEAM
ReturnHeader/Filer/Phone	0	8172519116
ReturnHeader/Filer/USAddress/AddressLine1	0	306 AIRLINE DRIVE
ReturnHeader/Filer/USAddress/City	0	COPPELL
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	75019
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2014-07-31
ReturnHeader/Officer/Name	0	KENNETH BEAM
ReturnHeader/Officer/Phone	0	8172519116
ReturnHeader/Officer/Title	0	PRESIDENT
ReturnHeader/Preparer/DatePrepared	0	2014-08-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	BURDS REED & MERCER PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	4131 N CENTRAL EXPRESSWAY STE 700
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	DALLAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	75204
ReturnHeader/Preparer/Name	0	ROBERT F BURDS
ReturnHeader/Preparer/Phone	0	2142192600
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-10-01
ReturnHeader/TaxPeriodEndDate	0	2013-09-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-08-13T14:09:18-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $105,100
Liabilities: $14,347
Net assets: $90,753
Revenue: $123,191
Expenses: $95,591
Net income: $27,600

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.12	$0.14	$0.02	$0.00	$0.01	$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.13	$0.14	$0.01	$0.00	$0.42	$0.42
2019Detailed filing. Detailed filing data is available for this year.	$0.01	$0.14	$0.13	$0.03	$0.03	$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.02	$0.14	$0.13	$0.05	$0.03	$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.02	$0.16	$0.14		$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.03	$0.16	$0.13	$0.02	$0.32	$0.30
2015Detailed filing. Detailed filing data is available for this year.	$0.33	$0.16	$0.17	$0.12	$0.37	$0.49
2014Detailed filing. Detailed filing data is available for this year.	$0.82	$0.16	$0.66	$0.76	$1.01	$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.05	$0.14	$0.91	$1.23	$0.96	$0.28
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.73	$0.09	$0.63		$0.00
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.73	$0.09	$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.73	$0.09	$0.63	$0.05	$0.05	$0.00