Civic Intelligence

Donald Beavis Charitable Trust

EIN 95-7104209 • Carmel, CA

3675 Via Mar MonteCarmel, CA 93923
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-120%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$25,814

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 33.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.6%

Faster asset growth than 25% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

23%

Faster revenue growth than 66% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,339,177

Down $87,587 (-3.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,339,177

Down $87,587 (-3.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Up

$76,378

Up $14,435 (+23%) from 2023

Expenses

Up

$168,345

Up $7,549 (+4.7%) from 2023

Net Income

Up

-$91,967

Up $6,886 (+7.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,887,593Liabilities 2011: $02011Assets 2012: $2,869,474Liabilities 2012: $0Net Assets 2012: $2,869,4742012Assets 2013: $2,783,200Liabilities 2013: $0Net Assets 2013: $2,783,2002013Assets 2014: $2,785,873Liabilities 2014: $0Net Assets 2014: $2,785,8732014Assets 2015: $2,937,804Liabilities 2015: $0Net Assets 2015: $2,937,8042015Assets 2016: $2,781,984Liabilities 2016: $0Net Assets 2016: $2,781,9842016Assets 2017: $2,766,995Liabilities 2017: $0Net Assets 2017: $2,766,9952017Assets 2019: $2,853,913Liabilities 2019: $02019Assets 2020: $2,765,342Liabilities 2020: $0Net Assets 2020: $2,765,3422020Assets 2021: $2,811,528Liabilities 2021: $0Net Assets 2021: $2,811,5282021Assets 2022: $2,525,617Liabilities 2022: $0Net Assets 2022: $2,525,6172022Assets 2023: $2,426,764Liabilities 2023: $0Net Assets 2023: $2,426,7642023Assets 2024: $2,339,177Liabilities 2024: $0Net Assets 2024: $2,339,1772024

Highlighted filing

2024

Assets$2,339,177
Liabilities$0
Net Assets$2,339,177
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $90,145Expenses 2011: $159,185Net Income 2011: -$69,0402011Expenses 2012: $157,5992012Revenue 2013: $73,246Expenses 2013: $159,520Net Income 2013: -$86,2742013Revenue 2014: $184,383Expenses 2014: $181,710Net Income 2014: $2,6732014Revenue 2015: $342,270Expenses 2015: $190,339Net Income 2015: $151,9312015Revenue 2016: $32,981Expenses 2016: $188,801Net Income 2016: -$155,8202016Revenue 2017: $184,957Expenses 2017: $199,946Net Income 2017: -$14,9892017Revenue 2019: $135,088Expenses 2019: $290,960Net Income 2019: -$155,8722019Revenue 2020: $54,522Expenses 2020: $143,093Net Income 2020: -$88,5712020Revenue 2021: $188,387Expenses 2021: $142,201Net Income 2021: $46,1862021Revenue 2022: -$62,358Expenses 2022: $223,553Net Income 2022: -$285,9112022Revenue 2023: $61,943Expenses 2023: $160,796Net Income 2023: -$98,8532023Revenue 2024: $76,378Expenses 2024: $168,345Net Income 2024: -$91,9672024

Highlighted filing

2024

Revenue$76,378
Expenses$168,345
Net Income-$91,967
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,339,177
Liabilities
$0
Net assets
$2,339,177
Revenue
$76,378
Expenses
$168,345
Net income
-$91,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.08$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.06$0.16$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.06$0.22$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.19$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.05$0.14$0.09
2019Summary only. Only limited summary data is available for this year.$2.85$0.00$0.14$0.29$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.18$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.34$0.19$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.18$0.18$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.07$0.16$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.16
2011Summary only. Only limited summary data is available for this year.$2.89$0.00$0.09$0.16$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 11, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH P FERRYTrusteePT$25,814-$25,814
Filing and Contact Details

Filer

Filer Name
Donald Beavis Charitable Trust
EIN
95-7104209
Phone
3104587548
Address
3675 VIA MAR MONTE, CARMEL, CA 93923

Signing Officer

Name
Joseph P Ferry
Title
Trustee
Signed
2025-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Northpoint Tax Wealth & Business Co
Address
1661 E Chapman Ave Ste 2A, Fullerton, CA 92831
Preparer
Matt Apodaca CPA RFC
Phone
7148704542
Raw XML Appendix256 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt054370
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt076920
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0131240
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0131290
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt076870
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076920
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06621
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NLAM
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06621
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0ANNUAL RRF-1
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH P FERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD BEAVIS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0957104209
ReturnHeader/Filer/PhoneNum03104587548
ReturnHeader/Filer/USAddress/AddressLine1Txt03675 VIA MAR MONTE
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093923
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853969430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Northpoint Tax Wealth & Business Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 E Chapman Ave Ste 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07148704542
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matt Apodaca CPA RFC
ReturnHeader/ReturnTs02025-05-11T10:51:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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