Civic Intelligence

Beacon Tree Volunteers

990EZ • Fiscal year 2018 • EIN 38-3726805

Sep 01, 2017 to Aug 31, 2018 • Filed on Oct 05, 2018

Organization ProfileN/A
55885 Schoenherr RoadShelby Township, MI 48315-1049

(586) 216-2508

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$100,080

Up $14,172 (+16%) from 2017

Net Assets

$100,080

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Up

$17,767

Up $29,396 (+253%) from 2017

Expenses

Up

$3,595

Up $1,862 (+107%) from 2017

Net Income

Up

$14,172

Up $27,534 (+206%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$150K$100K$50K$0Assets 2010: $16,568Liabilities 2010: $02010Assets 2011: $60,443Liabilities 2011: $02011Assets 2012: $79,064Liabilities 2012: $02012Assets 2013: $84,498Liabilities 2013: $02013Assets 2014: $69,767Liabilities 2014: $02014Assets 2016: $99,268Liabilities 2016: $02016Assets 2017: $85,908Liabilities 2017: $02017Assets 2018: $100,080Liabilities 2018: $0Net Assets 2018: $100,0802018Assets 2019: $90,086Liabilities 2019: $0Net Assets 2019: $90,0862019Assets 2020: $119,279Liabilities 2020: $02020Assets 2021: $109,801Liabilities 2021: $0Net Assets 2021: $109,8012021Assets 2022: $121,713Liabilities 2022: $759Net Assets 2022: $120,9542022Assets 2024: $112,427Liabilities 2024: $0Net Assets 2024: $112,4272024Assets 2025: $76,156Liabilities 2025: $0Net Assets 2025: $76,1562025

Highlighted filing

2018

Assets$100,080
Liabilities$0
Net Assets$100,080
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2010: $102,346Expenses 2010: $85,777Net Income 2010: $16,5692010Revenue 2011: $59,052Expenses 2011: $39,089Net Income 2011: $19,9632011Revenue 2012: $79,639Expenses 2012: $61,018Net Income 2012: $18,6212012Revenue 2013: $66,554Expenses 2013: $61,120Net Income 2013: $5,4342013Revenue 2014: $60,451Expenses 2014: $75,182Net Income 2014: -$14,7312014Revenue 2016: $55,229Expenses 2016: $39,641Net Income 2016: $15,5882016Revenue 2017: -$11,629Expenses 2017: $1,733Net Income 2017: -$13,3622017Revenue 2018: $17,767Expenses 2018: $3,595Net Income 2018: $14,1722018Revenue 2019: $8,098Expenses 2019: $18,092Net Income 2019: -$9,9942019Revenue 2020: $30,774Expenses 2020: $1,581Net Income 2020: $29,1932020Revenue 2021: -$8,484Expenses 2021: $994Net Income 2021: -$9,4782021Revenue 2022: $13,555Expenses 2022: $1,643Net Income 2022: $11,9122022Revenue 2024: -$11,957Expenses 2024: $2,863Net Income 2024: -$14,8202024Revenue 2025: -$34,628Expenses 2025: $1,643Net Income 2025: -$36,2712025

Highlighted filing

2018

Revenue$17,767
Expenses$3,595
Net Income$14,172
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Oct 5, 2018
Return Version
2017v2.3
Gross Receipts
$135,936
Mission and Program Overview

Mission

Provide Educational Support for Parents and Students

To provide educational support for the students and staff at beacon tree elementary school

Program Services

DescriptionGrantsExpenses
CLASSROOM AND SPECIAL ACTIVITY SUPPORT PROVIDED TO ALL TEACHERS AND APPROXIMATELY 750 STUDENTS-$21,291
PRINCIPALS FUND - SUPPORTS APPROXIMATELY 750 STUDENTS AND INCLUDES BUSSING FOR FIELD TRIPS - SCHOOL ASSEMBLIES - CLASSROOM TECHNOLOGY AND EQUIPMENT-$10,801
LITERACY LIBRARY WHICH PROVIDES READING BOOKS FOR STUDENTS-$3,295
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE TOBEYPresidentPT$0--
KRISTIN GREENVice PresidentPT$0--
GRACE OTTOSecretaryPT$0--
MARILYN CHETCHUTITreasurerPT$0--
JENNA LAMBFinance TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Beacon Tree Volunteers
EIN
38-3726805
Phone
5862162508
Address
55885 SCHOENHERR ROAD, SHELBY TOWNSHIP, MI 48315-1049

Signing Officer

Name
Jenna Lamb
Title
Finance Trustee
Phone
5862162508
Signed
2018-10-05
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
634 E HURON, BAD AXE, MI 48413
Preparer
Cheryl Halifax
Phone
9892699351
Supplemental Narrative

Additional Explanations

990EZ Line 8 -

“WALKIE TALKIE REBATE”

990EZ Line 16

“Tax filing fees 345/ bank fees 104/ misc 351/ office expense 613/ outreach committees 85/ 1094/ landscaping 678/ equipment 325”

Raw XML Appendix146 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/PersonNm0JENNA LAMB
IRS990EZ/BooksInCareOfDetail/PhoneNum05862162508
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0FLYER DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Macomb
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048042
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085908
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100080
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05686
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014172
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt085908
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0100080
IRS990EZ/FundraisingGrossIncomeAmt0129800
IRS990EZ/GrossReceiptsAmt0135936
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100080
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0100080
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANE TOBEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTIN GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRACE OTTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARILYN CHETCHUTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNA LAMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCE TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03595
IRS990EZ/OtherRevenueTotalAmt0450
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL SUPPORT FOR THE STUDENTS AND STAFF AT BEACON TREE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRINCIPALS FUND - SUPPORTS APPROXIMATELY 750 STUDENTS AND INCLUDES BUSSING FOR FIELD TRIPS - SCHOOL ASSEMBLIES - CLASSROOM TECHNOLOGY AND EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM AND SPECIAL ACTIVITY SUPPORT PROVIDED TO ALL TEACHERS AND APPROXIMATELY 750 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LITERACY LIBRARY WHICH PROVIDES READING BOOKS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010801
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121291
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23295
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0118169
IRS990EZ/SpecialEventsNetIncomeLossAmt011631
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03595
IRS990EZ/TotalProgramServiceExpensesAmt035387
IRS990EZ/TotalRevenueAmt017767
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022626
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0121800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0114136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0101412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0540506
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0618403
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0127486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0121940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0124038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119552
IRS990ScheduleA/Total509Grp/TotalAmt0618403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0121940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0124038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0125387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119552
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0618403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WALKIE TALKIE REBATE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX FILING FEES 345/ BANK FEES 104/ MISC 351/ OFFICE EXPENSE 613/ OUTREACH COMMITTEES 85/ 1094/ LANDSCAPING 678/ EQUIPMENT 325
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990EZ LINE 8 -
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990EZ LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNA LAMB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05862162508
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEACON TREE VOLUNTEERS
ReturnHeader/Filer/BusinessNameControlTxt0BEAC
ReturnHeader/Filer/EIN0383726805
ReturnHeader/Filer/PhoneNum05862162508
ReturnHeader/Filer/USAddress/AddressLine1Txt055885 SCHOENHERR ROAD
ReturnHeader/Filer/USAddress/CityNm0SHELBY TOWNSHIP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0483151049
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09AAD77BE1221EE5539650310C32E717D854624C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09AAD77BE1221EE5539650310C32E717D854624C2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId038128420182780272956
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.253.225.30
ReturnHeader/FilingSecurityInformation/IPDt02019-06-24
ReturnHeader/FilingSecurityInformation/IPTm010:30:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262950773
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0634 E HURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAD AXE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048413
ReturnHeader/PreparerPersonGrp/PhoneNum09892699351
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL HALIFAX
ReturnHeader/ReturnTs02019-06-24T15:02:52Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,080
Liabilities
$0
Net assets
$100,080
Revenue
$17,767
Expenses
$3,595
Net income
$14,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.35$0.02$0.36
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.12$0.03$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.01$1.21$0.14$0.02$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.08$0.01$0.09
2020Summary only. Only limited summary data is available for this year.$1.19$0.00$0.31$0.02$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.08$0.18$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.18$0.04$0.14
2017Summary only. Only limited summary data is available for this year.$0.86$0.00$0.12$0.02$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.55$0.40$0.16
2014Summary only. Only limited summary data is available for this year.$0.70$0.00$0.60$0.75$0.15
2013Summary only. Only limited summary data is available for this year.$0.84$0.00$0.67$0.61$0.05
2012Summary only. Only limited summary data is available for this year.$0.79$0.00$0.80$0.61$0.19
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.59$0.39$0.20
2010Summary only. Only limited summary data is available for this year.$0.17$0.00$1.02$0.86$0.17