Civic Intelligence

Beverly Farm Endowment Fund Inc

990 • Fiscal year 2013 • EIN 37-1237368

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 04, 2013

6301 Humbert Rd62035
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.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

90th percentile

30%

Faster asset growth than 90% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$8,433,885

Up $1,950,986 (+30%) from 2012

Net Assets

Up

$8,433,885

Up $1,950,986 (+30%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$72,298

Up $22,820 (+46%) from 2012

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.

$30M$20M$10M$0Assets 2011: $6,069,956Liabilities 2011: $0Net Assets 2011: $6,069,9562011Assets 2012: $6,482,899Liabilities 2012: $0Net Assets 2012: $6,482,8992012Assets 2013: $8,433,885Liabilities 2013: $0Net Assets 2013: $8,433,8852013Assets 2014: $9,815,212Liabilities 2014: $0Net Assets 2014: $9,815,2122014Assets 2015: $10,014,807Liabilities 2015: $0Net Assets 2015: $10,014,8072015Assets 2016: $10,377,709Liabilities 2016: $0Net Assets 2016: $10,377,7092016Assets 2017: $11,096,553Liabilities 2017: $0Net Assets 2017: $11,096,5532017Assets 2018: $17,475,745Liabilities 2018: $0Net Assets 2018: $17,475,7452018Assets 2019: $23,584,039Liabilities 2019: $0Net Assets 2019: $23,584,0392019Assets 2020: $18,340,101Liabilities 2020: $5,753Net Assets 2020: $18,334,3482020Assets 2021: $23,981,259Liabilities 2021: $0Net Assets 2021: $23,981,2592021Assets 2022: $21,104,659Liabilities 2022: $0Net Assets 2022: $21,104,6592022Assets 2023: $20,571,303Liabilities 2023: $0Net Assets 2023: $20,571,3032023Assets 2024: $21,725,079Liabilities 2024: $0Net Assets 2024: $21,725,0792024Assets 2025: $22,604,531Liabilities 2025: $0Net Assets 2025: $22,604,5312025

Highlighted filing

2013

Assets$8,433,885
Liabilities$0
Net Assets$8,433,885

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $35,2632011Expenses 2012: $49,4782012Expenses 2013: $72,2982013Revenue 2014: $1,009,969Expenses 2014: $93,977Net Income 2014: $915,9922014Revenue 2015: $304,151Expenses 2015: $104,556Net Income 2015: $199,5952015Revenue 2016: $82,509Expenses 2016: $92,282Net Income 2016: -$9,7732016Revenue 2017: $416,891Expenses 2017: $105,192Net Income 2017: $311,6992017Revenue 2018: $6,049,220Expenses 2018: $114,537Net Income 2018: $5,934,6832018Revenue 2019: $6,248,550Expenses 2019: $140,256Net Income 2019: $6,108,2942019Revenue 2020: $936,771Expenses 2020: $137,853Net Income 2020: $798,9182020Revenue 2021: $3,406,636Expenses 2021: $156,218Net Income 2021: $3,250,4182021Revenue 2022: $890,142Expenses 2022: $61,532Net Income 2022: $828,6102022Revenue 2023: $1,278,152Expenses 2023: $0Net Income 2023: $1,278,1522023Revenue 2024: $523,587Expenses 2024: $0Net Income 2024: $523,5872024Revenue 2025: $955,875Expenses 2025: $115Net Income 2025: $955,7602025

Highlighted filing

2013

Revenue-
Expenses$72,298
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 4, 2013
Return Version
2012v2.0
Gross Receipts
$3,142,096
Mission and Program Overview

Mission

Beverly farm endowment fund accepts public donations and maintains a portfolio of investments for the beverly farm foundation. The endowment fund provides funds for special projects to the foundation and is responsive to their needs for capital.

Filing and Contact Details

Filer

EIN
37-1237368
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0ACCOUNTING STANDARDS CODIFICATION TOPIC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TOPIC 740 DEVELOPED A TWO-STEP PROCESS TO EVALUATE A TAX POSITION AND ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE ORGANIZATION HAS NOT RECORDED A RESERVE FOR ANY TAX POSITIONS FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE ORGANIZATION FILES TAX RETURNS IN ALL APPROPRIATE JURISDICTIONS. THE OPEN TAX YEARS ARE THOSE YEARS ENDED JUNE 30, 2010 THROUGH JUNE 30, 2013. THE TAX RETURN FOR THE YEAR ENDED JUNE 30, 2013 HAS NOT BEEN FILED AS OF THE DATE OF THIS REPORT. AS OF JUNE 30, 2013 AND 2012, THE ORGANIZATION HAS NO RECORDED LIABILITY FOR UNRECOGNIZED TAX BENEFITS.THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS INTEREST EXPENSE AND PENALTIES AS INCURRED. NO SUCH EXPENSE WAS RECOGNIZED FOR THE YEARS ENDED JUNE 30, 2013 AND 2012.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0Part X
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0Part X : FIN48 Footnote
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IRS990ScheduleD/TermEndowmentEOYBalance00.17000
IRS990ScheduleD/TotalExpensesPerForm990072298
IRS990ScheduleD/TotalRevenuePerForm99001409418
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt072298
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt02023284
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IRS990ScheduleM/AnyPropertyThatMustBeHeld0false
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IRS990ScheduleM/SecuritiesPubliclyTraded/MethodOfDeterminingRevenues0NYSE
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IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SOME POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON BEVERLY FARM'S WEBPAGE. ALL POLICIES CAN BE FOUND IN THE EMPLOYEE HANDBOOK.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE FINANCE DIRECTOR AND THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 11b: Form 990 Review Process
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$0.96$0.00$0.96
2024Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.52$0.00$0.52
2023Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$1.28$0.00$1.28
2022Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.89$0.06$0.83
2021Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$3.41$0.16$3.25
2020Detailed filing. Detailed filing data is available for this year.$18.3$0.01$18.3$0.94$0.14$0.80
2019Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$6.25$0.14$6.11
2018Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$6.05$0.11$5.93
2017Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.42$0.11$0.31
2016Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.08$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.30$0.10$0.20
2014Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$1.01$0.09$0.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.00$8.43$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.48$0.00$6.48$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$0.00$6.07$0.04