Civic Intelligence

The Beverly Foundation

990T • Fiscal year 2020 • EIN 41-1958161

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
1660 Highway 100 S No 303Minneapolis, MN 55416

(952) 545-3000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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: $27,613,428Liabilities 2011: $02011Assets 2012: $25,695,830Liabilities 2012: $02012Assets 2013: $25,222,792Liabilities 2013: $02013Assets 2014: $24,770,867Liabilities 2014: $02014Assets 2015: $23,685,713Liabilities 2015: $02015Assets 2019: $20,208,668Liabilities 2019: $02019Assets 2020: $18,681,050Liabilities 2020: $0Net Assets 2020: $18,681,0502020Assets 2021: $18,091,723Liabilities 2021: $0Net Assets 2021: $18,091,7232021Assets 2022: $17,191,140Liabilities 2022: $0Net Assets 2022: $17,191,1402022Assets 2023: $15,635,782Liabilities 2023: $0Net Assets 2023: $15,635,7822023Assets 2024: $14,591,570Liabilities 2024: $0Net Assets 2024: $14,591,5702024

Latest loaded filing

2024

Assets$14,591,570
Liabilities$0
Net Assets$14,591,570
Open 2024 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,293,558Expenses 2011: $1,740,365Net Income 2011: -$446,8072011Revenue 2012: -$336,137Expenses 2012: $1,581,461Net Income 2012: -$1,917,5982012Revenue 2013: $1,299,433Expenses 2013: $1,772,471Net Income 2013: -$473,0382013Revenue 2014: $1,435,185Expenses 2014: $1,887,110Net Income 2014: -$451,9252014Revenue 2015: $843,250Expenses 2015: $1,928,404Net Income 2015: -$1,085,1542015Revenue 2019: $1,356,233Expenses 2019: $2,808,926Net Income 2019: -$1,452,6932019Revenue 2020: $1,046,907Expenses 2020: $2,574,525Net Income 2020: -$1,527,6182020Revenue 2021: $2,099,441Expenses 2021: $2,688,768Net Income 2021: -$589,3272021Revenue 2022: $1,909,794Expenses 2022: $2,810,377Net Income 2022: -$900,5832022Revenue 2023: $1,680,812Expenses 2023: $3,236,170Net Income 2023: -$1,555,3582023Revenue 2024: $2,025,947Expenses 2024: $3,070,159Net Income 2024: -$1,044,2122024

Latest loaded filing

2024

Revenue$2,025,947
Expenses$3,070,159
Net Income-$1,044,212
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Beverly Foundation
EIN
41-1958161
Phone
9525453000
Address
1660 HIGHWAY 100 S NO 303, MINNEAPOLIS, MN 55416

Signing Officer

Name
Beverly Deikel
Title
President
Phone
9525453000
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Anne Toohey
Phone
6123764500
Raw XML Appendix107 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
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IRS1120ScheduleD/NetLTCapitalGainOrLossAmt09116
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt06583
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt06583
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt06583
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IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt06583
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt06583
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0SHERRI LEMANCZYK
IRS990T/BooksInCareOfDetail/PhoneNum09525453000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01660 HIGHWAY 100 S SUITE 303
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd055416
IRS990T/BookValueAssetsEOYAmt018681050
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IRS990T/ForeignTrustQuestionInd00
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IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxAmt0108
IRS990T/OverpaymentSection/AppliedToESTaxAmt08754
IRS990T/OverpaymentSection/OverpaymentAmt08754
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt08862
IRS990TScheduleA/CapitalGainNetIncomeAmt06583
IRS990TScheduleA/InterestDeductionAmt092
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt019881
IRS990TScheduleA/OtherIncomeAmt02065
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IRS990TScheduleA/TotalDeductionsAmt020049
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IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt08648
IRS990TScheduleA/TotUnrltTrdBusIncmAmt08648
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-11401
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-11401
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt0108
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt08862
IRS990T/TotalTaxAmt0108
IRS990T/TotalTaxComputationAmt0108
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-11401
IRS990T/TotalUBTIBeforeSection199AAmt0-11401
IRS990T/TotalUBTIComputedAmt0-11401
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY DEIKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09525453000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEVERLY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0411958161
ReturnHeader/Filer/PhoneNum09525453000
ReturnHeader/Filer/USAddress/AddressLine1Txt01660 HIGHWAY 100 S NO 303
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055416
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 S 6TH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE TOOHEY
ReturnHeader/ReturnTs02021-11-11T14:32:54-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BEVERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEIKEL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$2.03$3.07$1.04
2023Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.68$3.24$1.56
2022Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.91$2.81$0.90
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$2.10$2.69$0.59
2020Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.05$2.57$1.53
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$20.2$0.00$1.36$2.81$1.45
2015Summary only. Only limited summary data is available for this year.$23.7$0.00$0.84$1.93$1.09
2014Summary only. Only limited summary data is available for this year.$24.8$0.00$1.44$1.89$0.45
2013Summary only. Only limited summary data is available for this year.$25.2$0.00$1.30$1.77$0.47
2012Summary only. Only limited summary data is available for this year.$25.7$0.00$0.34$1.58$1.92
2011Summary only. Only limited summary data is available for this year.$27.6$0.00$1.29$1.74$0.45