Beard Charitable Foundation

990PF • Fiscal year 2022 • EIN 55-0856182

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 11, 2023

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.

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

-168%

Higher net margin than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

-5.0%

Faster asset growth than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

-52%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,568,825

Down $82,570 (-5.0%) from 2021

Net Assets

Down

$1,568,825

Down $82,570 (-5.0%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin6th percentile

Revenue

Down

$46,958

Down $51,864 (-52%) from 2021

Expenses

$126,028

Up $91,445 (+264%) from 2021

Net Income

Down

-$79,070

Down $143,309 (-223%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2022

Assets$1,568,825

Liabilities$0

Net Assets$1,568,825

Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

Highlighted filing

2022

Revenue$46,958

Expenses$126,028

Net Income-$79,070

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Oct 11, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TERRY BEARD	President & CEO	-	$0	-	-
PATRICK BEARD	Secretary	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	PROVIDE EDUCATIONAL ASSISTANCE FOR COLLEGE COSTS TO HIGH-ACHIEVING YOUTH FROM LOW INCOME FAMILIES	PUBLIC	PASADENA, CA, US	$50,000
Paid Grant	-	PROVIDE EDUCATIONAL ASSISTANCE FOR COLLEGE COSTS TO HIGH-ACHIEVING YOUTH FROM LOW INCOME FAMILIES	PC	PARK CITY, UT, 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: 2023-10-11
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 Appendix244 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/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	239
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	1405966
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	91360
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8054979796
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	3500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	RETURN OF CAPITAL FROM PRIOR YEAR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	13568
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BROKERAGE ACCOUNT FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	13568
TaxesSchedule/TaxesDetail/Amt	0	370
TaxesSchedule/TaxesDetail/Amt	1	50
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	370
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	50
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TERRY BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-10-11
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ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91362
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	770559098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Wender and McLaine CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	100 E Thousand Oaks Blvd Suite 196
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Thousand Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	91360
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8054979796
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID L WENDER CPA
ReturnHeader/ReturnTs	0	2023-10-11T21:24:37-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	TERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BEARD
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,568,825
Liabilities: $0
Net assets: $1,568,825
Revenue: $46,958
Expenses: $126,028
Net income: -$79,070

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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