Civic Intelligence

Rosemarie Beck Foundation

990PF • Fiscal year 2018 • EIN 73-1663290

Nov 01, 2017 to Oct 31, 2018 • Filed on Feb 01, 2019

34 Regent Street C/O Doria HughesCambridge, MA 02140

(617) 945-0880

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

48th percentile

0.05x

Higher debt load relative to revenue than 48% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$2,115,471

Down $6,890 (-0.3%) from 2017

Net Assets

Down

$2,114,142

Down $8,219 (-0.4%) from 2017

Liabilities

Up

$1,329

Up $1,329 from 2017

Revenue

Down

$24,220

Down $7,456 (-24%) from 2017

Expenses

Down

$32,439

Down $5,058 (-13%) from 2017

Net Income

Down

-$8,219

Down $2,398 (-41%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$2,115,471
Liabilities$1,329
Net Assets$2,114,142

Operations Trend

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

2018

Revenue$24,220
Expenses$32,439
Net Income-$8,219
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Feb 1, 2019
Return Version
2017v2.2
Compensation and Service Providers

Employees

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

Filer

Filer Name
Rosemarie Beck Foundation
EIN
73-1663290
Phone
6179450880
Address
34 REGENT STREET C/O DORIA HUGHES, CAMBRIDGE, MA 02140

Signing Officer

Name
Roger Phelps
Title
Trustee
Signed
2019-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Ives Sultan & Spike CPAs
Address
100 Crossways Park Drive West, Woodbury, NY 11797
Preparer
Frank Cicarelli CPA
Phone
5164969500
Raw XML Appendix318 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/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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/PersonsWithBooksName/BusinessNameLine1Txt0ROGER PHELPS
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/Expenses1Amt026825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Kenkeleba House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0212 E 3rd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010009
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
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/AppliedToCurrentYearAmt023995
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059133
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05465
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026825
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02830
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059133
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056303
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01700
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SECURITY DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01700
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt04614
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MOVING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEB HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt138
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2116
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04614
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04614
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3116
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BANK OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01329
TaxesSchedule/TaxesDetail/Amt0357
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0357
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER PHELPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSEMARIE BECK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0731663290
ReturnHeader/Filer/PhoneNum06179450880
ReturnHeader/Filer/USAddress/AddressLine1Txt034 REGENT STREET C/O DORIA HUGHES
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112715389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ives Sultan & Spike CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Crossways Park Drive West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05164969500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK CICARELLI CPA
ReturnHeader/ReturnTs02019-02-01T13:25:53-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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