Civic Intelligence

Beacon Foundation Inc.

990PF • Fiscal year 2023 • EIN 88-2482223

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

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

69th percentile

0.00x

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

2023 filings • NTEE N • <$500k nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.00x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • NTEE N • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

99%

Higher net margin than 96% of similar nonprofits.

2023 filings • NTEE N32 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2023 filings • NTEE N32 • <$500k nonprofits • Source year 2023

Asset Growth

100th percentile

4150%

Faster asset growth than 100% of similar nonprofits.

2023 filings • NTEE N • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

3950%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • NTEE N • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$411,993

Up $402,300 (+4150%) from 2022

Net Assets

Up

$411,993

Up $402,300 (+4150%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin96th percentile

Revenue

Up

$405,000

Up $395,000 (+3950%) from 2022

Expenses

Up

$2,700

Up $2,393 (+779%) from 2022

Net Income

Up

$402,300

Up $392,607 (+4050%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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: $1Net 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

2023

Assets$411,993
Liabilities$1
Net Assets$411,993
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

2023

Revenue$405,000
Expenses$2,700
Net Income$402,300
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay93rd 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
2024-05-03
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 Appendix298 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028805
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd128778
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0202500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1202500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0START UP COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0409792
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0409792
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES & SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SOFTWARE & APPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0820
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1587
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0820
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1587
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONTRACT & PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH ELLISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum02567777673
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEACON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BEAC
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/PreparationDt02024-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BLACKBURN CPA
ReturnHeader/ReturnTs02024-05-08T08:19:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEREDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLISON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,993
Liabilities
$1
Net assets
$411,993
Revenue
$405,000
Expenses
$2,700
Net income
$402,300
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