Civic Intelligence

Beard Charitable Foundation

990PF • Fiscal year 2016 • EIN 55-0856182

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
1531 Berryhill CircleWestlake Village, CA 91362

(818) 597-2429

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-73%

Higher net margin than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

24th percentile

-4.2%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

38%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,703,072

Down $73,907 (-4.2%) from 2015

Net Assets

Down

$1,703,072

Down $73,907 (-4.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin9th percentile

Revenue

Up

$100,768

Up $27,890 (+38%) from 2015

Expenses

Down

$174,675

Down $12,092 (-6.5%) from 2015

Net Income

Up

-$73,907

Up $39,982 (+35%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,947,557Liabilities 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

2016

Assets$1,703,072
Liabilities$0
Net Assets$1,703,072
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$100,768
Expenses$174,675
Net Income-$73,907
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY BEARDPresident & CEO-$0--
PATRICK BEARDSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PROVIDE EDUCATIONAL ASSISTANCE FOR COLLEGE COSTS TO HIGH-ACHIEVING YOUTH FROM LOW INCOME FAMILIESPUBLICPOMONA, CA, US$90,000
Paid Grant-PROVIDE EDUCATIONAL ASSISTANCE FOR COLLEGE COSTS TO HIGH-ACHIEVING YOUTH FROM LOW INCOME FAMILIESPUBLICPASADENA, CA, US$50,000
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
2017-05-08
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 Appendix323 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TERRY BEARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICK BEARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11531 BERRYHILL CIRCLE
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 E THOUSAND OAKS BLVD 196 TO CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0THOUSAND OAKS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091360
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WENDER AND McLAINE CPAs
IRS990PF/StatementsRegardingActyGrp/PhoneNum08054979796
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TERRY BEARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt090000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE EDUCATIONAL ASSISTANCE FOR COLLEGE COSTS TO HIGH-ACHIEVING YOUTH FROM LOW INCOME FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE EDUCATIONAL ASSISTANCE FOR COLLEGE COSTS TO HIGH-ACHIEVING YOUTH FROM LOW INCOME FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BRIGHT PROSPECT SCHOLAR PROG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CAL TECH EFCU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0281 S THOMAS STREET STE 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 E CALIFORNIA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POMONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0140000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt082291
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04488
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082291
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053221
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053221
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0140000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053221
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053221
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04488
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt060
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1468
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022606
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt11238
TaxesSchedule/TaxesDetail/CategoryTxt0BUSINESS FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01238
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
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/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/ReturnTs02017-05-08T12:02:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,703,072
Liabilities
$0
Net assets
$1,703,072
Revenue
$100,768
Expenses
$174,675
Net income
-$73,907
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