Civic Intelligence

Beard Charitable Foundation

990PF • Fiscal year 2019 • EIN 55-0856182

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

1.0%

Faster asset growth than 45% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,638,075

Up $16,804 (+1.0%) from 2018

Net Assets

Up

$1,638,075

Up $16,804 (+1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin66th percentile

Revenue

Up

$142,857

Up $31,682 (+28%) from 2018

Expenses

Down

$126,053

Down $63,068 (-33%) from 2018

Net Income

Up

$16,804

Up $94,750 (+122%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$1,638,075
Liabilities$0
Net Assets$1,638,075
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$142,857
Expenses$126,053
Net Income$16,804
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-07-10
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 Appendix309 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/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01531 BERRYHILL CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11531 BERRYHILL CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WESTLAKE VILLAGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt090000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE EDUCATIONAL ASSISTANCE FOR COLLEGE COSTS TO HIGH-ACHIEVING YOUTH FROM LOW INCOME FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BRIGHT PROSPECT SCHOLAR PROG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0281 S THOMAS STREET STE 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POMONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091766
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
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/AppliedToCurrentYearAmt077556
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt077556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt061782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt053221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0136026
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt061782
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053221
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012444
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0136026
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0123582
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt072
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0163
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1678
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1678
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt041
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt041
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt121351
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BROKERAGE ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt121351
TaxesSchedule/TaxesDetail/Amt01111
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01111
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt250
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-10
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/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/ReturnTs02020-07-10T19:47:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,638,075
Liabilities
$0
Net assets
$1,638,075
Revenue
$142,857
Expenses
$126,053
Net income
$16,804
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