Civic Intelligence

Beard Fund - Co David Beard

990PF • Fiscal year 2016 • EIN 75-6029095

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 13, 2017

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.

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

210%

Higher net margin than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-8.3%

Faster asset growth than 29% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$98,715

Down $8,909 (-8.3%) from 2015

Net Assets

Down

$98,715

Down $8,909 (-8.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,244

Down $7,215 (-243%) from 2015

Expenses

Up

$4,665

Up $1,131 (+32%) from 2015

Net Income

Down

-$8,909

Down $8,346 (-1482%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$150K$100K$50K$0Assets 2011: $126,288Liabilities 2011: $02011Assets 2012: $113,391Liabilities 2012: $0Net Assets 2012: $113,3912012Assets 2013: $112,619Liabilities 2013: $0Net Assets 2013: $112,6192013Assets 2014: $108,187Liabilities 2014: $0Net Assets 2014: $108,1872014Assets 2015: $107,624Liabilities 2015: $0Net Assets 2015: $107,6242015Assets 2016: $98,715Liabilities 2016: $0Net Assets 2016: $98,7152016Assets 2017: $95,819Liabilities 2017: $0Net Assets 2017: $95,8192017Assets 2018: $88,186Liabilities 2018: $0Net Assets 2018: $88,1862018Assets 2019: $87,054Liabilities 2019: $0Net Assets 2019: $87,0542019Assets 2020: $88,259Liabilities 2020: $0Net Assets 2020: $88,2592020Assets 2021: $88,387Liabilities 2021: $0Net Assets 2021: $88,3872021Assets 2022: $81,095Liabilities 2022: $0Net Assets 2022: $81,0952022Assets 2023: $78,026Liabilities 2023: $12023Assets 2024: $74,655Liabilities 2024: $0Net Assets 2024: $74,6552024

Highlighted filing

2016

Assets$98,715
Liabilities$0
Net Assets$98,715
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KRevenue 2011: $191Expenses 2011: $6,671Net Income 2011: -$6,4802011Expenses 2012: $13,5812012Expenses 2013: $2,5042013Revenue 2014: $3,145Expenses 2014: $7,577Net Income 2014: -$4,4322014Revenue 2015: $2,971Expenses 2015: $3,534Net Income 2015: -$5632015Revenue 2016: -$4,244Expenses 2016: $4,665Net Income 2016: -$8,9092016Revenue 2017: $2,938Expenses 2017: $5,834Net Income 2017: -$2,8962017Revenue 2018: $3,488Expenses 2018: $11,121Net Income 2018: -$7,6332018Revenue 2019: $3,404Expenses 2019: $4,536Net Income 2019: -$1,1322019Revenue 2020: $3,835Expenses 2020: $2,630Net Income 2020: $1,2052020Revenue 2021: $2,512Expenses 2021: $2,384Net Income 2021: $1282021Revenue 2022: $1,873Expenses 2022: $9,165Net Income 2022: -$7,2922022Revenue 2023: $3,442Expenses 2023: $6,511Net Income 2023: -$3,0692023Revenue 2024: $2,711Expenses 2024: $6,082Net Income 2024: -$3,3712024

Highlighted filing

2016

Revenue-$4,244
Expenses$4,665
Net Income-$8,909
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 13, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID GLEN BEARDTrustee-$0--
SANDY E BEARDTrustee-$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 Glen Beard
Title
Trustee
Signed
2017-07-13

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 Appendix296 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID GLEN BEARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SANDY E BEARD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PATRIOT PAWS SERVICE DOGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHILDRENS CANCER RECOVERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0104 S GOLIAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1950 WILLIAMS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3254 RANCH TRIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4249 LINCOLN WAY EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCKWALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCKWALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SEAGOVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ROCKWALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW OXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd417350
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02785
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/AppliedToCurrentYearAmt02785
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06172
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01971
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05005
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04201
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02785
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05005
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06976
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02694
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06194
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06194
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0156
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0156
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt085
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE ADVISORY FEES
TaxesSchedule/TaxesDetail/Amt065
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GLEN BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEARD FUND - CO DAVID BEARD
ReturnHeader/Filer/BusinessNameControlTxt0BEAR
ReturnHeader/Filer/EIN0756029095
ReturnHeader/Filer/PhoneNum09727711255
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 LIBERTY LANE
ReturnHeader/Filer/USAddress/CityNm0ROCKWALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075032
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752915651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER VEDRENNE & HOWARD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09330 LYNDON B JOHNSON FWY STE 875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752434353
ReturnHeader/PreparerPersonGrp/PhoneNum09726444131
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS L TURNER
ReturnHeader/ReturnTs02017-07-14T08:38:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,715
Liabilities
$0
Net assets
$98,715
Revenue
-$4,244
Expenses
$4,665
Net income
-$8,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits