Civic Intelligence

Beacon Tree Volunteers

990EZ • Fiscal year 2019 • EIN 38-3726805

Sep 01, 2018 to Aug 31, 2019 • Filed on Jun 09, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-123%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

29th percentile

-10.0%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-54%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$90,086

Down $9,994 (-10.0%) from 2018

Net Assets

Down

$90,086

Down $9,994 (-10.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Down

$8,098

Down $9,669 (-54%) from 2018

Expenses

Up

$18,092

Up $14,497 (+403%) from 2018

Net Income

Down

-$9,994

Down $24,166 (-171%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2019

Assets$90,086
Liabilities$0
Net Assets$90,086
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

2019

Revenue$8,098
Expenses$18,092
Net Income-$9,994
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jun 9, 2020
Return Version
2018v3.1
Gross Receipts
$127,765
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-$22,082
PRINCIPALS FUND - SUPPORTS APPROXIMATELY 750 STUDENTS AND INCLUDES BUSSING FOR FIELD TRIPS - SCHOOL ASSEMBLIES - CLASSROOM TECHNOLOGY AND EQUIPMENT-$10,983
LITERACY LIBRARY WHICH PROVIDES READING BOOKS FOR STUDENTS-$1,083
Compensation and Service Providers
Top Officer Pay77th 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
2020-06-09
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

940 Line 16

“Tax filing fee 345/bank fees 295/ misc 176/ office 300/ membership toolkit 594/ out reach committees 214-835-80/ landscaping 32/ equipment 15221”

Raw XML Appendix144 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/AddressLine1Txt016022 VIA COLICO
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Macomb
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048042
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100080
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090086
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05003
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9994
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100080
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090086
IRS990EZ/FundraisingGrossIncomeAmt0122762
IRS990EZ/GrossReceiptsAmt0127765
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100080
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090086
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100080
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090086
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/OtherExpensesTotalAmt018092
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/ProgramServiceExpensesAmt010983
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122082
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21083
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0119667
IRS990EZ/SpecialEventsNetIncomeLossAmt03095
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018092
IRS990EZ/TotalProgramServiceExpensesAmt034148
IRS990EZ/TotalRevenueAmt08098
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022626
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064518
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0122762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0121800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0114136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0562098
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0626616
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0127765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0124038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0125387
IRS990ScheduleA/Total509Grp/TotalAmt0626616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0124038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0125387
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0626616
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX FILING FEE 345/BANK FEES 295/ MISC 176/ OFFICE 300/ MEMBERSHIP TOOLKIT 594/ OUT REACH COMMITTEES 214-835-80/ LANDSCAPING 32/ EQUIPMENT 15221
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0940 LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNA LAMB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05862162508
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-09
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/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/PreparationDt02020-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL HALIFAX
ReturnHeader/ReturnTs02020-06-09T18:24:35Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,086
Liabilities
$0
Net assets
$90,086
Revenue
$8,098
Expenses
$18,092
Net income
-$9,994
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
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.08$0.18$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits