Civic Intelligence

Beverly Farm Endowment Fund Inc

990 • Fiscal year 2014 • EIN 37-1237368

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization Profilebeverlyfarm.org
6301 Humbert Rd62035

(618) 466-0367

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.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$107,182

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$9,815,212

Up $1,381,327 (+16%) from 2013

Net Assets

Up

$9,815,212

Up $1,381,327 (+16%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin98th percentile

Revenue

$1,009,969

No earlier filing loaded for comparison.

Expenses

Up

$93,977

Up $21,679 (+30%) from 2013

Net Income

$915,992

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2014

Assets$9,815,212
Liabilities$0
Net Assets$9,815,212
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$1,009,969
Expenses$93,977
Net Income$915,992
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$5,303,103
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,433,885$9,815,212▲ $1,381,327
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$8,433,885$9,815,212▲ $1,381,327
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,002,178$8,157,572▲ $1,155,394
Temporarily Rstr Net Assets$1,431,707$1,657,640▲ $225,933
Total Net Assets Fund Balance$8,433,885$9,815,212▲ $1,381,327
Total Liabilities and Net Assets / Fund Balance$8,433,885$9,815,212▲ $1,381,327

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$8,433,885$90,036▲ $1,385,268-$9,815,212
2012$6,482,899$1,191,516▲ $831,768-$8,433,885
2011$6,069,956$241,305▲ $221,116-$6,482,899
2010$4,218,252$1,121,447▲ $765,520-$6,069,956
2009$3,811,848$75,441▲ $356,870-$4,218,252
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Martha WarfordExecutive Director-$107,182$107,182
Vicky Palmer VogtCOO-$66,792$66,792
Brenda MillerCFOPT$51,413$51,413

Board Members and Trustees

NameTitle
Alan BradleyTrustee
Dale BlachfordTrustee
David SwainTrustee
Donald PerozziTrustee
Dr Barry AllswangTrustee
George WalkerTrustee
Keith R WrightTrustee
Patricia DowneyTrustee
William P McmahonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$90,036
Program Service Revenue
$0
Investment Income
$919,933
Other Revenue
$0
All Other Contributions
$90,036
Change in Net Assets
$915,992

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,009,969
Revenue Not Reported on Form 990
$465,335
Total Revenue per Audited Statements
$1,475,304
Total Revenue per Form 990
$1,009,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,977
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
Other Expenses-$93,977-$93,977
Total Functional Expenses$0$93,977$0$93,977

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$93,977
Total Expenses per Audited Statements$93,977
Total Expenses per Form 990$93,977
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
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed by the executive director, the finance director and the board of directors prior to filing.”

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

“Form 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.”

Filing and Contact Details

Filer

EIN
37-1237368
Phone
6184660367

Signing Officer

Name
Martha Warford
Title
Executive Director
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Preparer
Kathleen M Fitzgerald
Phone
6184654288
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting 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, 2011 through June 30, 2014. The tax return for the year ended June 30, 2014 has not been filed as of the date of this report. As of June 30, 2014 and 2013, 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, 2014 and 2013.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting 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, 2011 through June 30, 2014. The tax return for the year ended June 30, 2014 has not been filed as of the date of this report. As of June 30, 2014 and 2013, 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, 2014 and 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE FINANCE DIRECTOR AND THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 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/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10BEVERLY FARM FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11BEVERLY FARM ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12BEVERLYFARM LIVING OPTIONS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0370765971
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1371237369

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,815,212
Liabilities
$0
Net assets
$9,815,212
Revenue
$1,009,969
Expenses
$93,977
Net income
$915,992
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