Civic Intelligence

Beacon Foundation Inc.

990PF • Fiscal year 2022 • EIN 88-2482223

May 25, 2022 to Dec 31, 2022 • Filed on May 08, 2023

Organization Profile
104 Whitson AveSwannanoa, NC 28778

(256) 777-7673

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • NTEE N • <$500k nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.00x

Higher debt load relative to revenue than 69% of similar nonprofits.

2022 filings • NTEE N • <$500k nonprofits • Source year 2022

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2022 filings • NTEE N • <$500k nonprofits • Source year 2022

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2022 filings • NTEE N • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

$9,693

No earlier filing loaded for comparison.

Net Assets

$9,693

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin98th percentile

Revenue

$10,000

No earlier filing loaded for comparison.

Expenses

$307

No earlier filing loaded for comparison.

Net Income

$9,693

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2022: $9,693Liabilities 2022: $0Net Assets 2022: $9,6932022Assets 2023: $411,993Liabilities 2023: $1Net Assets 2023: $411,9932023Assets 2024: $1,845,978Liabilities 2024: $8,281Net Assets 2024: $1,837,6972024

Highlighted filing

2022

Assets$9,693
Liabilities$0
Net Assets$9,693
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Revenue 2022: $10,000Expenses 2022: $307Net Income 2022: $9,6932022Revenue 2023: $405,000Expenses 2023: $2,700Net Income 2023: $402,3002023Revenue 2024: $1,825,156Expenses 2024: $399,452Net Income 2024: $1,425,7042024

Highlighted filing

2022

Revenue$10,000
Expenses$307
Net Income$9,693
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 25, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEREDITH W ELLISONDirector And Secretary-$0--
BRANDON ELLISONDirector-$0--
CASEY WATKINSDirector And President-$0--
SARAH WATKINSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Beacon Foundation Inc
EIN
88-2482223
Phone
2567777673
Address
104 WHITSON AVE, SWANNANOA, NC 28778

Signing Officer

Name
Meredith Ellison
Title
Member
Phone
2567777673
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Elizabeth Blackburn CPA
Phone
9133382727
Raw XML Appendix278 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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ReturnHeader/Filer/EIN0882482223
ReturnHeader/Filer/PhoneNum02567777673
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 WHITSON AVE
ReturnHeader/Filer/USAddress/CityNm0SWANNANOA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028778
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BLACKBURN CPA
ReturnHeader/ReturnTs02023-05-11T10:31:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEREDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLISON
ReturnHeader/TaxPeriodBeginDt02022-05-25
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,693
Liabilities
$0
Net assets
$9,693
Revenue
$10,000
Expenses
$307
Net income
$9,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.01$1.84$1.83$0.40$1.43
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.41$0.00$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.00$0.01