Civic Intelligence

Jon C Beal Jr Memorial Trust

990PF • Fiscal year 2012 • EIN 48-0959834

Jan 01, 2012 to Dec 31, 2012 • Filed on May 06, 2013

310 N Wabash67654
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

68th percentile

9.8%

Faster asset growth than 68% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$185,454

Up $16,485 (+9.8%) from 2011

Net Assets

Up

$185,454

Up $16,485 (+9.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$6,258

Down $808 (-11%) from 2011

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.

$300K$200K$100K$0Assets 2010: $165,860Liabilities 2010: $0Net Assets 2010: $165,8602010Assets 2011: $168,969Liabilities 2011: $0Net Assets 2011: $168,9692011Assets 2012: $185,454Liabilities 2012: $0Net Assets 2012: $185,4542012Assets 2013: $189,824Liabilities 2013: $1Net Assets 2013: $189,8242013Assets 2014: $197,692Liabilities 2014: $1Net Assets 2014: $197,6922014Assets 2015: $204,173Liabilities 2015: $1Net Assets 2015: $204,1732015Assets 2016: $210,654Liabilities 2016: $0Net Assets 2016: $210,6542016Assets 2017: $215,494Liabilities 2017: $0Net Assets 2017: $215,4942017Assets 2018: $196,078Liabilities 2018: $0Net Assets 2018: $196,0782018Assets 2019: $192,157Liabilities 2019: $1Net Assets 2019: $192,1572019Assets 2020: $205,389Liabilities 2020: $1Net Assets 2020: $205,3892020Assets 2021: $213,703Liabilities 2021: $1Net Assets 2021: $213,7032021Assets 2022: $217,800Liabilities 2022: $1Net Assets 2022: $217,8002022Assets 2023: $219,618Liabilities 2023: $1Net Assets 2023: $219,6182023Assets 2024: $221,077Liabilities 2024: $0Net Assets 2024: $221,0772024

Highlighted filing

2012

Assets$185,454
Liabilities$0
Net Assets$185,454

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $5,1112010Expenses 2011: $7,0662011Expenses 2012: $6,2582012Revenue 2013: $13,539Expenses 2013: $9,090Net Income 2013: $4,4492013Revenue 2014: $14,821Expenses 2014: $7,059Net Income 2014: $7,7622014Revenue 2015: $14,518Expenses 2015: $8,018Net Income 2015: $6,5002015Revenue 2016: $14,530Expenses 2016: $8,016Net Income 2016: $6,5142016Revenue 2017: $12,876Expenses 2017: $8,036Net Income 2017: $4,8402017Revenue 2018: -$5,600Expenses 2018: $13,423Net Income 2018: -$19,0232018Revenue 2019: $12,297Expenses 2019: $16,320Net Income 2019: -$4,0232019Revenue 2020: $28,427Expenses 2020: $15,195Net Income 2020: $13,2322020Revenue 2021: $20,607Expenses 2021: $12,293Net Income 2021: $8,3142021Revenue 2022: $16,750Expenses 2022: $12,653Net Income 2022: $4,0972022Revenue 2023: $15,995Expenses 2023: $14,177Net Income 2023: $1,8182023Revenue 2024: $16,189Expenses 2024: $14,730Net Income 2024: $1,4592024

Highlighted filing

2012

Revenue-
Expenses$6,258
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 6, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM FISCUSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP TO KANSAS STATE UNIVERSITYN/AFREDONIA, KS, US$2,000
Paid Grant-SCHOLARSHIP TO UNIVERSITY OF KANSASN/AFREDONIA, KS, US$2,000
Paid Grant-SCHOLARSHIP TO PITTSBURG STATE UNIVERSITYN/AFREDONIA, KS, US$1,133
Paid Grant-SCHOLARSHIP TO EMPORIA STATE UNIVERSITYN/AFREDONIA, KS, US$1,000
Filing and Contact Details

Filer

EIN
48-0959834
Raw XML Appendix328 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCK
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount04608
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount081
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj08055
IRS990PF/DistributableAmount/DistributableAmountBeforeDed08055
IRS990PF/DistributableAmount/MinimumInvestmentReturn08254
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0199
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0167588
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0147109
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities020479
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02514
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn08254
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0165074
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.045579
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.044240
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.032691
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.048635
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.049842
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.052488
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0KIM FISCUS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07858744699
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IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NAME, ADDRESS, BIRTHDATE, SOCIAL SECURITY NUMBER, PARENTS' NAMES, SCHOOL ACTIVITIES, FUTURE COLLEGE PLANS, 200 WORD ESSAY ON WHY APPLICANT WANTS TO ATTEND COLLEGE, AND OTHER VARIOUS INFORMATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0KIM FISCUS TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07858744699
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10310 N WABASH
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode067654
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0ALL FREDONIA HIGH SCHOOL GRADUATES ARE ELIGIBLE APPLICANTS. THERE WILL BE NO RESTRICTIONS OR LIMITATIONS BASED UPON RACE, SEX, OR EMPLOYMENT STATUS OF PROSPECTIVE RECIPIENTS.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP TO KANSAS STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP TO UNIVERSITY OF KANSAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP TO PITTSBURG STATE UNIVERSITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0KENDALL FISCUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1BRADLEY MCVEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2DREW CARLBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3MARA KNIGHT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101305 ROBINSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1122427 DOUGLAS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12120 N 3RD ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13235 SOUTH 3RD ST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1FREDONIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2FREDONIA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2KS
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
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IRS990PF/UndistributedIncome/AppliedToCurrentYear05327
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10806
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted08055
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06133
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY02728
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0806
IRS990ScheduleB/ContributorInfo/AggregateContributions05000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine101319 MONROE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0FREDONIA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0KS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode066736
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10BEAL ENTERPRISES INC
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherIncreasesSchedule/OtherIncreases/Amount05278
OtherIncreasesSchedule/OtherIncreases/Description0OTHER CHANGE IN NET ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount015
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0LEGAL NOTICES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount0110
TaxesSchedule/Taxes/Category02011 990PF TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0480959834
ReturnHeader/Filer/Name/BusinessNameLine10JON C BEAL JR MEMORIAL TRUST
ReturnHeader/Filer/NameControl0JONC
ReturnHeader/Filer/Phone07858744699
ReturnHeader/Filer/USAddress/AddressLine10310 N WABASH
ReturnHeader/Filer/USAddress/City0NORTON
ReturnHeader/Filer/USAddress/State0KS
ReturnHeader/Filer/USAddress/ZIPCode067654
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-06
ReturnHeader/Officer/Name0KIM FISCUS
ReturnHeader/Officer/Phone07858744699
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0481032601
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALLEN GIBBS & HOULIK LC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10301 N MAIN SUITE 1700
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WICHITA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0KS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0672024868
ReturnHeader/Preparer/Name0STEVEN A HOULIK
ReturnHeader/Preparer/Phone03162677231
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T10:02:34-05:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.16$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.17$0.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.21$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.28$0.15$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.06$0.13$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.13$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.15$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.15$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.15$0.07$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.14$0.09$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.05