Civic Intelligence

Thomas J Beatson Jr Foundation Tr

990 • Fiscal year 2021 • EIN 47-6253202

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization ProfileN/A
2158 N Gilbert Road Suite 117Mesa, AZ 85203

(480) 834-3550

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-59%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

1st percentile

-67%

Faster asset growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

1350%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$513,171

Down $1,050,226 (-67%) from 2020

Net Assets

Down

$513,171

Down $1,050,226 (-67%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin4th percentile

Revenue

Up

$1,786,314

Up $1,663,139 (+1350%) from 2020

Expenses

Up

$2,836,540

Up $2,488,426 (+715%) from 2020

Net Income

Down

-$1,050,226

Down $825,287 (-367%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,205,463Liabilities 2011: $0Net Assets 2011: $1,205,4632011Assets 2012: $1,315,856Liabilities 2012: $0Net Assets 2012: $1,315,8562012Assets 2013: $1,469,837Liabilities 2013: $0Net Assets 2013: $1,469,8372013Assets 2014: $1,518,733Liabilities 2014: $0Net Assets 2014: $1,518,7332014Assets 2015: $1,557,259Liabilities 2015: $0Net Assets 2015: $1,557,2592015Assets 2016: $1,612,607Liabilities 2016: $0Net Assets 2016: $1,612,6072016Assets 2017: $1,753,277Liabilities 2017: $0Net Assets 2017: $1,753,2772017Assets 2018: $1,861,062Liabilities 2018: $0Net Assets 2018: $1,861,0622018Assets 2019: $1,788,336Liabilities 2019: $0Net Assets 2019: $1,788,3362019Assets 2020: $1,563,397Liabilities 2020: $0Net Assets 2020: $1,563,3972020Assets 2021: $513,171Liabilities 2021: $0Net Assets 2021: $513,1712021Assets 2022: $515,771Liabilities 2022: $0Net Assets 2022: $515,7712022Assets 2023: $520,425Liabilities 2023: $0Net Assets 2023: $520,4252023Assets 2024: $399,513Liabilities 2024: $0Net Assets 2024: $399,5132024

Highlighted filing

2021

Assets$513,171
Liabilities$0
Net Assets$513,171
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $299,418Expenses 2011: $702,741Net Income 2011: -$403,3232011Revenue 2012: $126,324Expenses 2012: $15,931Net Income 2012: $110,3932012Revenue 2013: $170,102Expenses 2013: $16,121Net Income 2013: $153,9812013Revenue 2014: $66,565Expenses 2014: $17,669Net Income 2014: $48,8962014Revenue 2015: $58,781Expenses 2015: $20,255Net Income 2015: $38,5262015Revenue 2016: $74,354Expenses 2016: $19,006Net Income 2016: $55,3482016Revenue 2017: $162,968Expenses 2017: $22,298Net Income 2017: $140,6702017Revenue 2018: $130,032Expenses 2018: $22,247Net Income 2018: $107,7852018Revenue 2019: $289,522Expenses 2019: $362,248Net Income 2019: -$72,7262019Revenue 2020: $123,175Expenses 2020: $348,114Net Income 2020: -$224,9392020Revenue 2021: $1,786,314Expenses 2021: $2,836,540Net Income 2021: -$1,050,2262021Revenue 2022: $3,840Expenses 2022: $1,240Net Income 2022: $2,6002022Revenue 2023: $4,654Expenses 2023: $0Net Income 2023: $4,6542023Revenue 2024: $32,228Expenses 2024: $153,140Net Income 2024: -$120,9122024

Highlighted filing

2021

Revenue$1,786,314
Expenses$2,836,540
Net Income-$1,050,226
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.0
Gross Receipts
$3,323,152
Mission and Program Overview

Mission

Medical research, education, and treatment of type 1 diabetes

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,563,397$513,171▼ $1,050,226
Investments in Publicly Traded Securities$1,536,085$500,441▼ $1,035,644
Savings and Temporary Cash Investments$27,312$12,730▼ $14,582
Cash and Non-Interest-Bearing Accounts-$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$1,563,397$513,171▼ $1,050,226
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,563,397$513,171▼ $1,050,226
Total Liabilities and Net Assets / Fund Balance$1,563,397$513,171▼ $1,050,226
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Brent D EllsworthCo-trustee
Robert L PackardCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,786,314
Other Revenue
$0
Change in Net Assets
$-1,050,226
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,829,108
Other Expenses$7,432
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,829,108--$2,829,108
Fees for Services Accounting-$4,135-$4,135
Fees for Service Investment Mgmnt Fees-$3,297-$3,297
Total Functional Expenses$2,829,108$7,432$0$2,836,540
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Legacy Global Foundation IncMesa, AZ-Research for the Prevention of Type 1 Diabetes$2,829,108
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“All directors are given the opportunity to review form 990”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All directors must approve any material transactions and any potential conflict is discussed and resolved”

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

“Documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Thomas J Beatson Jr Foundation Tr
EIN
47-6253202
Phone
4808343550
Address
2158 N GILBERT ROAD SUITE 117, MESA, AZ 85203

Signing Officer

Name
Robert L Packard
Title
Co-trustee
Signed
2022-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert L Packard
Formed
2002
Legal Domicile
Az
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Packard Appleby & Rogers Pc
Address
2158 N Gilbert Rd Suite 117, Mesa, AZ 85203
Preparer
Robert L Packardcpa
Phone
4808343550
Raw XML Appendix350 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL DIRECTORS ARE GIVEN THE OPPORTUNITY TO REVIEW FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DIRECTORS MUST APPROVE ANY MATERIAL TRANSACTIONS AND ANY POTENTIAL CONFLICT IS DISCUSSED AND RESOLVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01786314
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0513171
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L PACKARD
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS J BEATSON JR FOUNDATION TR
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02158 N Gilbert Rd Suite 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
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ReturnHeader/ReturnTs02022-11-03T11:43:00-07:00
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ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,171
Liabilities
$0
Net assets
$513,171
Revenue
$1,786,314
Expenses
$2,836,540
Net income
-$1,050,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.03$0.15$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.79$2.84$1.05
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.12$0.35$0.22
2019Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$0.29$0.36$0.07
2018Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$0.13$0.02$0.11
2017Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$0.16$0.02$0.14
2016Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$0.07$0.02$0.06
2015Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.06$0.02$0.04
2014Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.07$0.02$0.05
2013Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.17$0.02$0.15
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.13$0.02$0.11
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.30$0.70$0.40