Civic Intelligence

Beverly Hills Lions Foundation Inc.

990EZ • Fiscal year 2023 • EIN 59-3513615

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 09, 2023

Organization Profile
P O Box 640122Beverly Hills, FL 34464-0122

(352) 897-4899

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-79%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-14%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$16,269

Down $2,685 (-14%) from 2022

Net Assets

Down

$16,269

Down $2,685 (-14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$3,393

Down $1,199 (-26%) from 2022

Expenses

Up

$6,078

Up $236 (+4.0%) from 2022

Net Income

Down

-$2,685

Down $1,435 (-115%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$60K$40K$20K$0Assets 2011: $59,362Liabilities 2011: $02011Assets 2012: $58,494Liabilities 2012: $02012Assets 2013: $53,074Liabilities 2013: $02013Assets 2014: $50,237Liabilities 2014: $02014Assets 2015: $46,202Liabilities 2015: $02015Assets 2016: $33,478Liabilities 2016: $02016Assets 2017: $22,509Liabilities 2017: $02017Assets 2018: $36,313Liabilities 2018: $02018Assets 2019: $29,612Liabilities 2019: $02019Assets 2020: $19,770Liabilities 2020: $02020Assets 2021: $20,204Liabilities 2021: $02021Assets 2022: $18,954Liabilities 2022: $0Net Assets 2022: $18,9542022Assets 2023: $16,269Liabilities 2023: $0Net Assets 2023: $16,2692023Assets 2024: $13,081Liabilities 2024: $0Net Assets 2024: $13,0812024

Highlighted filing

2023

Assets$16,269
Liabilities$0
Net Assets$16,269
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

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

$40K$20K$0-$20KRevenue 2011: $21,975Expenses 2011: $26,025Net Income 2011: -$4,0502011Revenue 2012: $17,878Expenses 2012: $18,746Net Income 2012: -$8682012Revenue 2013: $10,201Expenses 2013: $15,621Net Income 2013: -$5,4202013Revenue 2014: $13,570Expenses 2014: $16,407Net Income 2014: -$2,8372014Revenue 2015: $11,261Expenses 2015: $15,296Net Income 2015: -$4,0352015Revenue 2016: $711Expenses 2016: $13,435Net Income 2016: -$12,7242016Revenue 2017: $4,385Expenses 2017: $15,354Net Income 2017: -$10,9692017Revenue 2018: $27,755Expenses 2018: $13,951Net Income 2018: $13,8042018Revenue 2019: $3,387Expenses 2019: $10,088Net Income 2019: -$6,7012019Revenue 2020: $535Expenses 2020: $10,377Net Income 2020: -$9,8422020Revenue 2021: $9,230Expenses 2021: $8,796Net Income 2021: $4342021Revenue 2022: $4,592Expenses 2022: $5,842Net Income 2022: -$1,2502022Revenue 2023: $3,393Expenses 2023: $6,078Net Income 2023: -$2,6852023Revenue 2024: $3,793Expenses 2024: $6,981Net Income 2024: -$3,1882024

Highlighted filing

2023

Revenue$3,393
Expenses$6,078
Net Income-$2,685
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$3,393
Mission and Program Overview

Mission

COMMUNITY CHARITY

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS / BENEFIT NEEDY LOCAL HIGH SCHOOL GRADS WITH COLLEGE EXPENSES$2,000$2,000
CHILDRENS HOLIDAY ACTIVITIES FOR LOCAL NEEDY CHILDREN$1,500$1,500
Florida Lions Club & LCIF$1,000$1,000
OTHER PROGRAM SERVICES$800$800
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas MizePresidentPT$0--
Robert BernardVice PresidentPT$0--
Janey MizeTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Beverly Hills Lions Foundation Inc
EIN
59-3513615
Address
P O BOX 640122, BEVERLY HILLS, FL 34464-0122

Signing Officer

Name
Tom Mize
Title
President
Phone
3528974899
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Calabro Financial Management Inc
Address
35 S MELBOURNE ST, BEVERLY HILLS, FL 34465
Preparer
Joseph Calabro
Phone
3525272866
Supplemental Narrative

Additional Explanations

Form 990EZ, Page 2, Part III, Line 31

“Diabetes Awareness $200, Lion's Eye Institute $250, SE Guide Dogs $250, MD Retiniopathy Foundation $100, Total = $800”

Form 990EZ, Page 1, Part I, Line 16

“Licenses and Fees $308, Advertising $100 Total = $408”

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANET MIZE
IRS990EZ/BooksInCareOfDetail/PhoneNum03528974899
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01527 W Elder Ln
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEVERLY HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034465
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018954
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016269
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03318
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0370
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018954
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016269
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05300
IRS990EZ/GrossReceiptsAmt03393
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt075
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018954
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016269
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018954
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016269
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas Mize
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Bernard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janey Mize
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0408
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY CHARITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS / BENEFIT NEEDY LOCAL HIGH SCHOOL GRADS WITH COLLEGE EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Florida Lions Club & LCIF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CHILDRENS HOLIDAY ACTIVITIES FOR LOCAL NEEDY CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt3800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06078
IRS990EZ/TotalProgramServiceExpensesAmt05300
IRS990EZ/TotalRevenueAmt03393
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020996
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0141
IRS990ScheduleA/InvestmentIncomeCYPct00.00670
IRS990ScheduleA/InvestmentIncomePYPct00.00210
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99330
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt020996
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03351
IRS990ScheduleA/Total509Grp/TotalAmt020996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03387
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021137
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Diabetes Awareness $200, Lion's Eye Institute $250, SE Guide Dogs $250, MD Retiniopathy Foundation $100, Total = $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Licenses and Fees $308, Advertising $100 Total = $408
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Page 2, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Page 1, Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Mize
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03528974899
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beverly Hills Lions Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0593513615
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 640122
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0344640122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593517788
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALABRO FINANCIAL MANAGEMENT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 S MELBOURNE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEVERLY HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034465
ReturnHeader/PreparerPersonGrp/PhoneNum03525272866
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH CALABRO
ReturnHeader/ReturnTs02023-11-08T12:02:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,269
Liabilities
$0
Net assets
$16,269
Revenue
$3,393
Expenses
$6,078
Net income
-$2,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$3.79$6.98$3.19
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$3.39$6.08$2.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$4.59$5.84$1.25
2021Summary only. Only limited summary data is available for this year.$20.2$0.00$9.23$8.80$0.43
2020Summary only. Only limited summary data is available for this year.$19.8$0.00$0.54$10.4$9.84
2019Summary only. Only limited summary data is available for this year.$29.6$0.00$3.39$10.1$6.70
2018Summary only. Only limited summary data is available for this year.$36.3$0.00$27.8$14.0$13.8
2017Summary only. Only limited summary data is available for this year.$22.5$0.00$4.39$15.4$11.0
2016Summary only. Only limited summary data is available for this year.$33.5$0.00$0.71$13.4$12.7
2015Summary only. Only limited summary data is available for this year.$46.2$0.00$11.3$15.3$4.04
2014Summary only. Only limited summary data is available for this year.$50.2$0.00$13.6$16.4$2.84
2013Summary only. Only limited summary data is available for this year.$53.1$0.00$10.2$15.6$5.42
2012Summary only. Only limited summary data is available for this year.$58.5$0.00$17.9$18.7$0.87
2011Summary only. Only limited summary data is available for this year.$59.4$0.00$22.0$26.0$4.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits