Civic Intelligence

Rosemarie Beck Foundation

990PF • Fiscal year 2015 • EIN 73-1663290

Nov 01, 2014 to Oct 31, 2015 • Filed on Mar 09, 2016

Organization Profile
41 Prospect St C/O Roger PhelpsWaterville, ME 04901-4943

(207) 873-0689

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-870%

Higher net margin than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

63rd percentile

8.0%

Faster revenue growth than 63% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,127,894

Down $46,413 (-2.1%) from 2014

Net Assets

Down

$2,127,894

Down $46,413 (-2.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin1st percentile

Revenue

Up

$7,309

Up $544 (+8.0%) from 2014

Expenses

Up

$70,918

Up $41,701 (+143%) from 2014

Net Income

Down

-$63,609

Down $41,157 (-183%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,209,771Liabilities 2011: $0Net Assets 2011: $2,209,7712011Assets 2012: $2,181,735Liabilities 2012: $12012Assets 2013: $2,169,556Liabilities 2013: $0Net Assets 2013: $2,169,5562013Assets 2014: $2,174,307Liabilities 2014: $0Net Assets 2014: $2,174,3072014Assets 2015: $2,127,894Liabilities 2015: $0Net Assets 2015: $2,127,8942015Assets 2016: $2,128,182Liabilities 2016: $0Net Assets 2016: $2,128,1822016Assets 2017: $2,122,361Liabilities 2017: $0Net Assets 2017: $2,122,3612017Assets 2018: $2,115,471Liabilities 2018: $1,329Net Assets 2018: $2,114,1422018Assets 2019: $2,106,363Liabilities 2019: $0Net Assets 2019: $2,106,3632019Assets 2020: $2,099,912Liabilities 2020: $0Net Assets 2020: $2,099,9122020Assets 2021: $2,090,059Liabilities 2021: $0Net Assets 2021: $2,090,0592021Assets 2022: $2,076,906Liabilities 2022: $0Net Assets 2022: $2,076,9062022Assets 2023: $1,916,307Liabilities 2023: $2Net Assets 2023: $1,916,3052023Assets 2024: $1,872,605Liabilities 2024: $0Net Assets 2024: $1,872,6052024Assets 2025: $1,824,860Liabilities 2025: $0Net Assets 2025: $1,824,8602025

Highlighted filing

2015

Assets$2,127,894
Liabilities$0
Net Assets$2,127,894
Open 2015 Filing

Operations Trend

Revenue Growth63rd percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $19,0912011Revenue 2012: $5,227Expenses 2012: $35,647Net Income 2012: -$30,4202012Expenses 2013: $18,9472013Revenue 2014: $6,765Expenses 2014: $29,217Net Income 2014: -$22,4522014Revenue 2015: $7,309Expenses 2015: $70,918Net Income 2015: -$63,6092015Revenue 2016: $6,908Expenses 2016: $17,508Net Income 2016: -$10,6002016Revenue 2017: $31,676Expenses 2017: $37,497Net Income 2017: -$5,8212017Revenue 2018: $24,220Expenses 2018: $32,439Net Income 2018: -$8,2192018Revenue 2019: $21,596Expenses 2019: $29,375Net Income 2019: -$7,7792019Revenue 2020: $25,540Expenses 2020: $31,991Net Income 2020: -$6,4512020Revenue 2021: $22,361Expenses 2021: $32,214Net Income 2021: -$9,8532021Revenue 2022: $19,831Expenses 2022: $32,984Net Income 2022: -$13,1532022Revenue 2023: $12,694Expenses 2023: $173,295Net Income 2023: -$160,6012023Revenue 2024: $13,658Expenses 2024: $57,358Net Income 2024: -$43,7002024Revenue 2025: $12,382Expenses 2025: $60,127Net Income 2025: -$47,7452025

Highlighted filing

2015

Revenue$7,309
Expenses$70,918
Net Income-$63,609
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Mar 9, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER D PHELPSTrustee-$0--
DORIA HUGHESTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Rosemarie Beck Foundation
EIN
73-1663290
Phone
2078730689
Address
41 PROSPECT ST C/O ROGER PHELPS, WATERVILLE, ME 04901-4943

Signing Officer

Name
Roger Phelps
Title
Trustee
Phone
2078730689
Signed
2016-03-09

Preparer

Firm
Howard Dubert
Address
PO BOX 63, CLOSTER, NJ 07624-0063
Preparer
Howard Dubert
Phone
2017676526
Raw XML Appendix292 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROGER PHELPS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt041 PROSPECT ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WATERVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004901
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02078615000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ESTABLISH A MUSEUM FOR THE PAINTINGS OF ROSEMARY BECKCREATE AND MAINTAIN ART EXHIBITIONSMAINTAIN AND SUPPORT A RESEARCH LIBRARY AND ARCHIVES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO BENEFIT ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PORTLAND ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01219 SW PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/DistributableAsAdjustedAmt0109993
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0109993
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1322
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2338
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013855
OtherIncreasesSchedule/OtherIncreasesDetail/Amt17309
OtherIncreasesSchedule/OtherIncreasesDetail/Amt251
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1DIVIDENDS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2MISCELLANEOUS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04884
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MARTHA HAYDEN CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1HALLIDAY FINANCIAL CONSULTING
TaxesSchedule/TaxesDetail/Amt0574
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER PHELPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02078730689
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSEMARIE BECK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0731663290
ReturnHeader/Filer/PhoneNum02078730689
ReturnHeader/Filer/USAddress/AddressLine1Txt041 PROSPECT ST C/O ROGER PHELPS
ReturnHeader/Filer/USAddress/CityNm0WATERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0049014943
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWARD DUBERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 63
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLOSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0076240063
ReturnHeader/PreparerPersonGrp/PhoneNum02017676526
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD DUBERT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-06-05T12:52:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,127,894
Liabilities
$0
Net assets
$2,127,894
Revenue
$7,309
Expenses
$70,918
Net income
-$63,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.01$0.06$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.01$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.01$0.17$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.02$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.02$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.03$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.02$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.11$0.02$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.03$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.01$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.01$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.02
2012Summary only. Only limited summary data is available for this year.$2.18$0.00$0.01$0.04$0.03
2011Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.02