Civic Intelligence

Joe and Sherry Beard Family Foundation

EIN 81-5400749 • Dallas, TX

2550 Pacific AvenueDallas, TX 75226
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.01x

Higher debt load relative to revenue than 74% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

58th percentile

0.4%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

7.1%

Faster revenue growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$12,286

Up $54 (+0.4%) from 2023

Liabilities

Up

$9

Up $9 from 2023

Net Assets

Up

$12,277

Up $45 (+0.4%) from 2023

Revenue

Up

$637

Up $42 (+7.1%) from 2023

Expenses

Up

$592

Up $17 (+3.0%) from 2023

Net Income

Up

$45

Up $25 (+125%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2018: $760Liabilities 2018: $2,5002018Assets 2019: $7,308Liabilities 2019: $0Net Assets 2019: $7,3082019Assets 2020: $1,997Liabilities 2020: $0Net Assets 2020: $1,9972020Assets 2021: $17,032Liabilities 2021: $0Net Assets 2021: $17,0322021Assets 2022: $12,212Liabilities 2022: $0Net Assets 2022: $12,2122022Assets 2023: $12,232Liabilities 2023: $0Net Assets 2023: $12,2322023Assets 2024: $12,286Liabilities 2024: $9Net Assets 2024: $12,2772024

Latest loaded filing

2024

Assets$12,286
Liabilities$9
Net Assets$12,277

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2018: $0Expenses 2018: $1,740Net Income 2018: -$1,7402018Revenue 2019: $30,024Expenses 2019: $20,976Net Income 2019: $9,0482019Revenue 2020: $15,026Expenses 2020: $20,337Net Income 2020: -$5,3112020Revenue 2021: $30,042Expenses 2021: $15,007Net Income 2021: $15,0352021Revenue 2022: $180Expenses 2022: $5,000Net Income 2022: -$4,8202022Revenue 2023: $595Expenses 2023: $575Net Income 2023: $202023Revenue 2024: $637Expenses 2024: $592Net Income 2024: $452024

Latest loaded filing

2024

Revenue$637
Expenses$592
Net Income$45

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 4, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH G BEARDPres/Director-$0--
SHERRY BEARDVP/Director-$0--
JOSEPH BEARD JRVP/Director-$0--
PATRICK BEARDVP/Director-$0--
CHRISTIAN BEARDVP/Director-$0--
Filing and Contact Details

Filer

Filer Name
Joe and Sherry Beard Family Foundation
EIN
81-5400749
Phone
2145157001
Address
2550 PACIFIC AVENUE, DALLAS, TX 75226

Signing Officer

Name
Joseph G Beard
Title
President
Phone
2145157001
Signed
2026-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Brian J Wertheim CPA
Address
6510 LBJ FREEWAY SUITE 180, DALLAS, TX 75240
Preparer
Brian J Wertheim CPA
Phone
9729341099
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH G BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02145157001
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOE AND SHERRY BEARD FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOEA
ReturnHeader/Filer/EIN0815400749
ReturnHeader/Filer/PhoneNum02145157001
ReturnHeader/Filer/USAddress/AddressLine1Txt02550 PACIFIC AVENUE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820578803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRIAN J WERTHEIM CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06510 LBJ FREEWAY SUITE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075240
ReturnHeader/PreparerPersonGrp/PhoneNum09729341099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J WERTHEIM CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-04T10:14:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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