Civic Intelligence

Beard Fund - Co David Beard

990PF • Fiscal year 2017 • EIN 75-6029095

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 28, 2018

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-99%

Higher net margin than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-2.9%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$95,819

Down $2,896 (-2.9%) from 2016

Net Assets

Down

$95,819

Down $2,896 (-2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Up

$2,938

Up $7,182 (+169%) from 2016

Expenses

Up

$5,834

Up $1,169 (+25%) from 2016

Net Income

Up

-$2,896

Up $6,013 (+67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2017

Assets$95,819
Liabilities$0
Net Assets$95,819
Open 2017 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

2017

Revenue$2,938
Expenses$5,834
Net Income-$2,896
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 28, 2018
Return Version
2016v3.1
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
2018-06-28

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 Appendix271 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID GLEN BEARD
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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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/AppliedToCurrentYearAmt03340
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04201
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01422
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02779
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0804
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03340
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03583
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05005
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06194
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06694
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06694
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE ADVISORY FEES
TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GLEN BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-28
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08C9B09099378B6AF343A885C02CB597E9711AE15
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DC76B2249D74C719AFA52D99BCB127B231EA88F7
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/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS L TURNER
ReturnHeader/ReturnTs02018-07-12T10:24:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,819
Liabilities
$0
Net assets
$95,819
Revenue
$2,938
Expenses
$5,834
Net income
-$2,896
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. 2017 filings • <$500k nonprofits