Civic Intelligence

Beard Charitable Foundation

EIN 55-0856182 • Westlake Village, CA

1531 Berryhill CircleWestlake Village, CA 91362
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-111%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.6%

Faster asset growth than 25% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

5.9%

Faster revenue growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,484,220

Down $54,881 (-3.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,484,220

Down $54,881 (-3.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Up

$49,437

Up $2,764 (+5.9%) from 2023

Expenses

Up

$104,318

Up $27,921 (+37%) from 2023

Net Income

Down

-$54,881

Down $25,157 (-85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,947,557Liabilities 2011: $22011Assets 2012: $1,872,951Liabilities 2012: $12012Assets 2013: $1,884,229Liabilities 2013: $02013Assets 2014: $1,890,868Liabilities 2014: $0Net Assets 2014: $1,890,8682014Assets 2015: $1,776,979Liabilities 2015: $0Net Assets 2015: $1,776,9792015Assets 2016: $1,703,072Liabilities 2016: $0Net Assets 2016: $1,703,0722016Assets 2017: $1,699,217Liabilities 2017: $0Net Assets 2017: $1,699,2172017Assets 2018: $1,621,271Liabilities 2018: $0Net Assets 2018: $1,621,2712018Assets 2019: $1,638,075Liabilities 2019: $0Net Assets 2019: $1,638,0752019Assets 2020: $1,587,156Liabilities 2020: $0Net Assets 2020: $1,587,1562020Assets 2021: $1,651,395Liabilities 2021: $0Net Assets 2021: $1,651,3952021Assets 2022: $1,568,825Liabilities 2022: $0Net Assets 2022: $1,568,8252022Assets 2023: $1,539,101Liabilities 2023: $0Net Assets 2023: $1,539,1012023Assets 2024: $1,484,220Liabilities 2024: $0Net Assets 2024: $1,484,2202024

Highlighted filing

2024

Assets$1,484,220
Liabilities$0
Net Assets$1,484,220
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $86,997Expenses 2011: $91,763Net Income 2011: -$4,7662011Revenue 2012: $73,676Expenses 2012: $148,281Net Income 2012: -$74,6052012Revenue 2013: $149,134Expenses 2013: $137,855Net Income 2013: $11,2792013Revenue 2014: $99,397Expenses 2014: $92,758Net Income 2014: $6,6392014Revenue 2015: $72,878Expenses 2015: $186,767Net Income 2015: -$113,8892015Revenue 2016: $100,768Expenses 2016: $174,675Net Income 2016: -$73,9072016Revenue 2017: $131,698Expenses 2017: $135,553Net Income 2017: -$3,8552017Revenue 2018: $111,175Expenses 2018: $189,121Net Income 2018: -$77,9462018Revenue 2019: $142,857Expenses 2019: $126,053Net Income 2019: $16,8042019Revenue 2020: -$15,211Expenses 2020: $32,819Net Income 2020: -$48,0302020Revenue 2021: $98,822Expenses 2021: $34,583Net Income 2021: $64,2392021Revenue 2022: $46,958Expenses 2022: $126,028Net Income 2022: -$79,0702022Revenue 2023: $46,673Expenses 2023: $76,397Net Income 2023: -$29,7242023Revenue 2024: $49,437Expenses 2024: $104,318Net Income 2024: -$54,8812024

Highlighted filing

2024

Revenue$49,437
Expenses$104,318
Net Income-$54,881
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,484,220
Liabilities
$0
Net assets
$1,484,220
Revenue
$49,437
Expenses
$104,318
Net income
-$54,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.05$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.05$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.10$0.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.02$0.03$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.14$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.11$0.19$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.13$0.14$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.10$0.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.19$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$1.88$0.00$0.15$0.14$0.01
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.07$0.15$0.07
2011Summary only. Only limited summary data is available for this year.$1.95$0.00$0.09$0.09$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY BEARDPresident & CEO-$0--
PATRICK BEARDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Beard Charitable Foundation
EIN
55-0856182
Phone
8185972429
Address
1531 BERRYHILL CIRCLE, WESTLAKE VILLAGE, CA 91362

Signing Officer

Name
Terry Beard
Title
President & CEO
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Wender and McLaine CPAs
Address
100 E Thousand Oaks Blvd Suite 196, Thousand Oaks, CA 91360
Preparer
David L Wender CPA
Phone
8054979796
Raw XML Appendix240 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01720
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt073280
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt098070
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt096350
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt073280
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015414
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015414
TaxesSchedule/TaxesDetail/Amt0636
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0636
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt125
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEARD CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEAR
ReturnHeader/Filer/EIN0550856182
ReturnHeader/Filer/PhoneNum08185972429
ReturnHeader/Filer/USAddress/AddressLine1Txt01531 BERRYHILL CIRCLE
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091362
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770559098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wender and McLaine CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E Thousand Oaks Blvd Suite 196
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thousand Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08054979796
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L WENDER CPA
ReturnHeader/ReturnTs02025-11-05T08:30:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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