Civic Intelligence

Beverly Rose Foundation

990 • Fiscal year 2023 • EIN 92-2603747

Jan 01, 2023 to Dec 31, 2023 • Filed on May 28, 2024

Organization Profile
683 Higley WayOceanside, CA 92057

(949) 629-8249

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

$1,818,111

No earlier filing loaded for comparison.

Net Assets

$1,818,111

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin100th percentile

Revenue

$1,818,111

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$1,818,111

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 2023: $1,818,111Liabilities 2023: $0Net Assets 2023: $1,818,1112023Assets 2024: $1,809,243Liabilities 2024: $0Net Assets 2024: $1,809,2432024

Highlighted filing

2023

Assets$1,818,111
Liabilities$0
Net Assets$1,818,111
Open 2023 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$0-$500KRevenue 2023: $1,818,111Expenses 2023: $0Net Income 2023: $1,818,1112023Revenue 2024: $21,001Expenses 2024: $29,869Net Income 2024: -$8,8682024

Highlighted filing

2023

Revenue$1,818,111
Expenses$0
Net Income$1,818,111
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 28, 2024
Return Version
2023v5.0
Gross Receipts
$1,818,111
Mission and Program Overview

Mission

To provide a space for pregnant women in need to get assistance and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$1,800,960-
Cash and Non-Interest-Bearing Accounts-$10,001-
Total Assets$0$1,818,111▲ $1,818,111
Other Assets Total-$7,150-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$1,818,111-
Total Net Assets Fund Balance$0$1,818,111▲ $1,818,111
Total Liabilities and Net Assets / Fund Balance$0$1,818,111▲ $1,818,111

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,200,640-$1,200,640
Buildings$600,320-$600,320
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Ann VaughnCEO
Dillon JamesSecretary an
Revenue and Support

Revenue Composition

Contributions and Grants
$1,818,110
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$0
All Other Contributions
$1,818,110
Change in Net Assets
$1,818,111

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Residential1$1,800,960
Clothing and Household Goods-$7,150
Total Noncash Contributions1$1,808,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Ann vaughn dillon james ceo sec and cfo mother/son”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Beverly Rose Foundation
EIN
92-2603747
Phone
9496298249
Address
683 HIGLEY WAY, OCEANSIDE, CA 92057

Signing Officer

Name
Dillon James
Title
Secretary and CFO
Phone
9496298249
Signed
2024-05-28

Organization Details

Principal Officer
Dillon James
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Shapiro Villalobos & Associates
Address
3500 W OLIVE AVE STE 1190, BURBANK, CA 91505
Preparer
Stuart Shapiro CPA
Phone
8189734500
Raw XML Appendix237 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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IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt01818111
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalRevenueAmt01818111
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY AN
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IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01818111
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01800960
IRS990/LandBldgEquipCostOrOtherBssAmt01800960
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A SPACE FOR PREGNANT WOMEN IN NEED TO GET ASSISTANCE AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt01818111
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01818111
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01808110
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt07150
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DILLON JAMES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt01818111
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01818110
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01818110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01818110
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01818110
IRS990ScheduleA/TotalSupportAmt01818110
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0600320
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0600320
IRS990ScheduleD/LandGrp/BookValueAmt01200640
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01200640
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01800960
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt07150
IRS990ScheduleM/RealEstateResidentialGrp/ContributionCnt01
IRS990ScheduleM/RealEstateResidentialGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateResidentialGrp/NoncashContributionsRptF990Amt01800960
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/USAddress/ZIPCd092057
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DILLON JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY AND CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09496298249
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERLY ROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0922603747
ReturnHeader/Filer/PhoneNum09496298249
ReturnHeader/Filer/USAddress/AddressLine1Txt0683 HIGLEY WAY
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092057
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953996047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAPIRO VILLALOBOS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 W OLIVE AVE STE 1190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091505
ReturnHeader/PreparerPersonGrp/PhoneNum08189734500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART SHAPIRO CPA
ReturnHeader/ReturnTs02024-05-28T15:46:42-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DILLON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAMES
ReturnHeader/TaxPeriodBeginDt02023-03-09
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,818,111
Liabilities
$0
Net assets
$1,818,111
Revenue
$1,818,111
Expenses
$0
Net income
$1,818,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.02$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$1.82$0.00$1.82