Civic Intelligence

Beam Foundation

990EZ • Fiscal year 2017 • EIN 35-2261710

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 09, 2018

306 Airline DriveCoppell, TX 75019

(817) 251-9116

Siviq Scores

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

Liabilities / Assets

99th percentile

10.45x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

4th percentile

-79%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,530

Down $1,600 (-51%) from 2016

Net Assets

Down

-$14,461

Down $1,600 (-12%) from 2016

Liabilities

Flat

$15,991

Flat from 2016

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,600

Down $30,877 (-95%) from 2016

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2010: $72,756Liabilities 2010: $9,347Net Assets 2010: $63,4092010Assets 2011: $72,756Liabilities 2011: $9,347Net Assets 2011: $63,4092011Assets 2012: $72,500Liabilities 2012: $9,347Net Assets 2012: $63,1532012Assets 2013: $105,100Liabilities 2013: $14,347Net Assets 2013: $90,7532013Assets 2014: $82,045Liabilities 2014: $15,991Net Assets 2014: $66,0542014Assets 2015: $33,206Liabilities 2015: $15,991Net Assets 2015: $17,2152015Assets 2016: $3,130Liabilities 2016: $15,991Net Assets 2016: -$12,8612016Assets 2017: $1,530Liabilities 2017: $15,991Net Assets 2017: -$14,4612017Assets 2018: $1,533Liabilities 2018: $14,347Net Assets 2018: -$12,8142018Assets 2019: $848Liabilities 2019: $14,095Net Assets 2019: -$13,2472019Assets 2020: $12,946Liabilities 2020: $14,095Net Assets 2020: -$1,1492020Assets 2021: $11,930Liabilities 2021: $14,095Net Assets 2021: -$2,1652021

Highlighted filing

2017

Assets$1,530
Liabilities$15,991
Net Assets-$14,461

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $5,466Expenses 2010: $5,303Net Income 2010: $1632010Expenses 2012: $2562012Revenue 2013: $123,191Expenses 2013: $95,591Net Income 2013: $27,6002013Revenue 2014: $76,090Expenses 2014: $100,790Net Income 2014: -$24,7002014Revenue 2015: -$12,128Expenses 2015: $36,710Net Income 2015: -$48,8382015Revenue 2016: $2,400Expenses 2016: $32,477Net Income 2016: -$30,0772016Expenses 2017: $1,6002017Revenue 2018: $5,043Expenses 2018: $3,396Net Income 2018: $1,6472018Revenue 2019: $2,799Expenses 2019: $3,232Net Income 2019: -$4332019Revenue 2020: $0Expenses 2020: $41,932Net Income 2020: -$41,9322020Revenue 2021: $114Expenses 2021: $1,130Net Income 2021: -$1,0162021

Highlighted filing

2017

Revenue-
Expenses$1,600
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 9, 2018
Return Version
2016v3.1
Mission and Program Overview

Mission

To support charitable organizations in our community.

To support charitable organizations in our community

Program Services

DescriptionGrantsExpenses
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.--
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN BEAMPresident-$0--
Filing and Contact Details

Filer

Filer Name
Beam Foundation
EIN
35-2261710
Phone
8172519116
Address
306 AIRLINE DRIVE, COPPELL, TX 75019

Signing Officer

Name
Ken Beam
Title
President
Phone
8172519116
Signed
2018-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Burds Reed & Mercer Pc
Address
4131 N CENTRAL EXPRESSWAY STE 700, DALLAS, TX 75204
Preparer
Robert F Burds
Phone
2142192600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank fees 1,397 website 203 total 1,600

Form 990-ez, Part II, Line 26

Grants payable 4,347 4,347 credit card 1,644 1,644 loans from officers 10,000 10,000

Form 990-ez, Part III, Line 28

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.

Form 990-ez, Part III, Line 31

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.

Raw XML Appendix132 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DARLA BEAM
IRS990EZ/BooksInCareOfDetail/PhoneNum08172518116
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0306 AIRLINE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COPPELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03130
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01530
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03130
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01530
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LoansToFromOfficersAmt010000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-12861
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-14461
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-12861
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-14461
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEN BEAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01600
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT CHARITABLE ORGANIZATIONS IN OUR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING 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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015991
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015991
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEBEAMFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt096188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0157826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027003
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt050607
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt050857
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0235686
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0123191
IRS990ScheduleA/Total509Grp/TotalAmt0235686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0123191
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235686
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt010000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FOUNDATION OPERATING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt010000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0KEN BEAM
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt010000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 1,397 WEBSITE 203 TOTAL 1,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS PAYABLE 4,347 4,347 CREDIT CARD 1,644 1,644 LOANS FROM OFFICERS 10,000 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING 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/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING 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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN BEAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08172519116
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEAM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEAM
ReturnHeader/Filer/EIN0352261710
ReturnHeader/Filer/PhoneNum08172519116
ReturnHeader/Filer/USAddress/AddressLine1Txt0306 AIRLINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0COPPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075019
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB3F28D30C56C850F10F46FC6A511A653F9B2FBD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037CE781F1A4B931CBECB584BCBE4D05E449FDE44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752357065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURDS REED & MERCER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04131 N CENTRAL EXPRESSWAY STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075204
ReturnHeader/PreparerPersonGrp/PhoneNum02142192600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F BURDS
ReturnHeader/ReturnTs02018-08-15T13:35:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2017Detailed filing. Detailed filing data is available for this year.$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