Civic Intelligence

Josephine Beam Educational Fund C/O Zions Trust National Assoc

990PF • Fiscal year 2012 • EIN 87-6116116

Dec 01, 2011 to Nov 30, 2012 • Filed on Jan 31, 2013

Organization Profile
PO Box 3088084125-0880
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

90th percentile

$10,267

Higher top officer pay than 90% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

41st percentile

-1.2%

Faster asset growth than 41% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$716,071

Down $8,873 (-1.2%) from 2011

Net Assets

$716,071

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$48,449

Up $1,774 (+3.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$800K$600K$400K$200K$0Assets 2010: $716,951Liabilities 2010: $0Net Assets 2010: $716,9512010Assets 2011: $724,944Liabilities 2011: $02011Assets 2012: $716,071Liabilities 2012: $0Net Assets 2012: $716,0712012Assets 2013: $707,948Liabilities 2013: $12013Assets 2014: $691,524Liabilities 2014: $0Net Assets 2014: $691,5242014Assets 2015: $697,232Liabilities 2015: $0Net Assets 2015: $697,2322015Assets 2019: $676,111Liabilities 2019: $02019Assets 2020: $712,074Liabilities 2020: $31,633Net Assets 2020: $680,4412020Assets 2021: $706,422Liabilities 2021: $0Net Assets 2021: $706,4222021Assets 2022: $693,817Liabilities 2022: $0Net Assets 2022: $693,8172022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2012

Assets$716,071
Liabilities$0
Net Assets$716,071
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $41,8682010Revenue 2011: $54,668Expenses 2011: $46,675Net Income 2011: $7,9932011Expenses 2012: $48,4492012Revenue 2013: $55,175Expenses 2013: $63,298Net Income 2013: -$8,1232013Revenue 2014: $33,416Expenses 2014: $49,375Net Income 2014: -$15,9592014Revenue 2015: $56,323Expenses 2015: $50,615Net Income 2015: $5,7082015Revenue 2019: $31,891Expenses 2019: $41,517Net Income 2019: -$9,6262019Revenue 2020: $47,746Expenses 2020: $43,385Net Income 2020: $4,3612020Revenue 2021: $71,716Expenses 2021: $45,538Net Income 2021: $26,1782021Revenue 2022: $34,596Expenses 2022: $47,838Net Income 2022: -$13,2422022Revenue 2023: $32,814Expenses 2023: $726,569Net Income 2023: -$693,7552023

Highlighted filing

2012

Revenue-
Expenses$48,449
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Jan 31, 2013
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$10,267-$10,267
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONALPUBLICReno, NV, US$28,338
Paid Grant-EDUCATIONALPUBLICSalt Lake City, UT, US$6,889
Filing and Contact Details

Filer

EIN
87-6116116
Raw XML Appendix329 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/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount028338
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16889
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0University of Nevada Reno
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1University of Utah
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101664 N VIRGINIA ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11201 PRESIDENTS CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Reno
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Salt Lake City
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1UT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode089557
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode184112
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear035227
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear1035227
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted038537
IRS990PF/UndistributedIncome/QualifyingDistributions035227
IRS990PF/UndistributedIncome/UndistributedIncomeCY038537
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear035227
OtherIncomeSchedule2/OtherIncome/Description0IRS REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0692
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02731
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Tax Preparation
TaxesSchedule/Taxes/Amount0444
TaxesSchedule/Taxes/Category0ESTIMATED TAX PAYMENT
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0876116116
ReturnHeader/Filer/Name/BusinessNameLine10JOSEPHINE BEAM EDUCATIONAL FUND
ReturnHeader/Filer/NameControl0JOSE
ReturnHeader/Filer/Phone08018447083
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 30880
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode0841250880
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-01-31
ReturnHeader/Officer/Name0DENISHA HARRIS
ReturnHeader/Officer/Phone08018447083
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02013-03-21
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KNIGHTON ERB COMPANY LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10175 S MAIN ST STE 740
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SALT LAKE CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0UT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode084111
ReturnHeader/Preparer/Name0Shirelle Heninger
ReturnHeader/Preparer/Phone08015969999
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-12-01
ReturnHeader/TaxPeriodEndDate02012-11-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-21T05:13:44-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$716,071
Liabilities
$0
Net assets
$716,071
Revenue
-
Expenses
$48,449
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33$7.27$6.94
2022Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.35$0.48$0.13
2021Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.72$0.46$0.26
2020Detailed filing. Detailed filing data is available for this year.$7.12$0.32$6.80$0.48$0.43$0.04
2019Summary only. Only limited summary data is available for this year.$6.76$0.00$0.32$0.42$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.56$0.51$0.06
2014Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.33$0.49$0.16
2013Summary only. Only limited summary data is available for this year.$7.08$0.00$0.55$0.63$0.08
2012Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.48
2011Summary only. Only limited summary data is available for this year.$7.25$0.00$0.55$0.47$0.08
2010Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.42