Civic Intelligence

Beard Charitable Foundation

990PF • Fiscal year 2023 • EIN 55-0856182

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 05, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-64%

Higher net margin than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-0.6%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,539,101

Down $29,724 (-1.9%) from 2022

Net Assets

Down

$1,539,101

Down $29,724 (-1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$46,673

Down $285 (-0.6%) from 2022

Expenses

Down

$76,397

Down $49,631 (-39%) from 2022

Net Income

Up

-$29,724

Up $49,346 (+62%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$1,539,101
Liabilities$0
Net Assets$1,539,101
Open 2023 Filing

Operations Trend

Revenue Growth38th 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

2023

Revenue$46,673
Expenses$76,397
Net Income-$29,724
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th 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
2024-09-05
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 Appendix230 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/DistributableAmountGrp/MinimumInvestmentReturnAmt087157
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0181
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0987
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0144983
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01624705
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026545
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TERRY BEARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICK BEARD
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WESTLAKE VILLAGE
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt050000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt050000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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TaxesSchedule/TaxesDetail/Amt0381
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0381
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt125
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-05
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/ReturnTs02024-09-05T11:21:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,539,101
Liabilities
$0
Net assets
$1,539,101
Revenue
$46,673
Expenses
$76,397
Net income
-$29,724
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