Beard Fund - Co David Beard

990PF • Fiscal year 2015 • EIN 75-6029095

Sep 01, 2014 to Aug 31, 2015 • Filed on Jun 30, 2016

Organization Profile

117 Liberty LaneRockwall, TX 75032

(972) 771-1255

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.

2015 filings • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

-19%

Higher net margin than 19% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

-0.5%

Faster asset growth than 46% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

-5.5%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$107,624

Down $563 (-0.5%) from 2014

Net Assets

Down

$107,624

Down $563 (-0.5%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin19th percentile

Revenue

Down

$2,971

Down $174 (-5.5%) from 2014

Expenses

Down

$3,534

Down $4,043 (-53%) from 2014

Net Income

-$563

Up $3,869 (+87%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

Highlighted filing

2015

Assets$107,624

Liabilities$0

Net Assets$107,624

Open 2015 Filing

Operations Trend

Revenue Growth40th percentile

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

Highlighted filing

2015

Revenue$2,971

Expenses$3,534

Net Income-$563

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2014 to Aug 31, 2015
Signed: Jun 30, 2016
Return Version: 2014v6.0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID GLEN BEARD	Trustee	-	$0	-	-
SANDY E BEARD	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Beard Fund - Co David Beard
EIN: 75-6029095
Phone: 9727711255
Address: 117 LIBERTY LANE, ROCKWALL, TX 75032

Signing Officer

Name: David Beard
Title: Director
Phone: 9727711255
Signed: 2016-06-30

Preparer

Firm: Turner Vedrenne & Howard Pc
Address: 9330 LYNDON B JOHNSON FWY STE 875, DALLAS, TX 75243-4353
Preparer: Thomas L Turner
Phone: 9726444131

Raw XML Appendix280 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	PMA WELLS FARGO ACCT (MUTUAL FUNDS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	96993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	3142
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	43865
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	2694
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	2694
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	96993
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	734
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	101889
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DAVID GLEN BEARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	SANDY E BEARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	12660 COIT RD STE 200
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1875
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	3166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	6172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	11953
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	3166
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	8787
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	6976
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	6172
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1875
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	15763
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	18929
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	2694
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	2694
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	2694
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BROKERAGE ADVISORY FEES
TaxesSchedule/TaxesDetail/Amt	0	64
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9727711255
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BEARD FUND - CO DAVID BEARD
ReturnHeader/Filer/BusinessNameControlTxt	0	BEAR
ReturnHeader/Filer/EIN	0	756029095
ReturnHeader/Filer/PhoneNum	0	9727711255
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	117 LIBERTY LANE
ReturnHeader/Filer/USAddress/CityNm	0	ROCKWALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	75032
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	752915651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	TURNER VEDRENNE & HOWARD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	9330 LYNDON B JOHNSON FWY STE 875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	752434353
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9726444131
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THOMAS L TURNER
ReturnHeader/ReturnTs	0	2016-07-11T15:38:38-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-09-01
ReturnHeader/TaxPeriodEndDt	0	2015-08-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $107,624
Liabilities: $0
Net assets: $107,624
Revenue: $2,971
Expenses: $3,534
Net income: -$563

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.75	$0.00	$0.75	$0.03	$0.06	$0.03
2023Summary only. Only limited summary data is available for this year.	$0.78	$0.00		$0.03	$0.07	$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.81	$0.00	$0.81	$0.02	$0.09	$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.88	$0.00	$0.88	$0.03	$0.02	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$0.88	$0.00	$0.88	$0.04	$0.03	$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.87	$0.00	$0.87	$0.03	$0.05	$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.88	$0.00	$0.88	$0.03	$0.11	$0.08
2017Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.03	$0.06	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.04	$0.05	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.03	$0.04	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.03	$0.08	$0.04
2013Detailed filing. Detailed filing data is available for this year.	$1.13	$0.00	$1.13		$0.03
2012Detailed filing. Detailed filing data is available for this year.	$1.13	$0.00	$1.13		$0.14
2011Summary only. Only limited summary data is available for this year.	$1.26	$0.00		$0.00	$0.07	$0.06