BEAMING INCORPORATED: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BEAMING INCORPORATED (EIN 20-1797140)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-27
- IRS object ID
- 201842709349200629
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-27T15:24:57-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471277281 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTTOM LINE ACCOUNTING & TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N4093 RIVERVIEW HEIGHTS CT | AddressLine1Txt |
| City | CHILTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530149303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201797140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEAMING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 524 | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKY WENZEL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2018-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY T SCHOMMER | PreparerPersonNm |
| PTIN | P00963339 | PTIN |
| Phone | 9208493442 | PhoneNum |
| Preparation | 2018-09-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-27 | IPDt |
| IP Tm | 15:24:57 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3D462B1B422E448D2DF2153B26D72EC4F72FFD3B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AFB5F2223C4B292A982AB18322EFE325887FE94D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.BEAMINGINC.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $116,079 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $19,468 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $77,317 | ProgramServiceRevenueAmt |
| Investment Income | $79 | InvestmentIncomeAmt |
| Fundraising Gross Income | $19,215 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $9,822 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $9,393 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $106,257 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $16,842 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $787 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $50,491 | OtherExpensesTotalAmt |
| Total Expenses | $68,120 | TotalExpensesAmt |
| Excess Or Deficit For Year | $38,137 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $14,734 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,871 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,695 | BOYAmt |
| EOY | $47,404 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39 | BOYAmt |
| EOY | $5,467 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,734 | BOYAmt |
| EOY | $52,871 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,734 | BOYAmt |
| EOY | $52,871 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE MISSION OF BEAMING INC IS TO BE THE PROVIDER OF CHOICE FOR THERAPEUTIC HORSEBACK RIDING IN THE MARKETS WE SERVE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| CONTINUED EFFORTS ON INCREASING OUR PROGRAMMING FOR INDIVIDUALS WITH SPECIAL NEEDS OF ALL TYPES. AGES 5-ADULT. THIS INCLUDES, BUT IS NOT LIMITED TO, SOCIOECONOMICALLY DISADVANTAGED CHILDREN IN THE FOX VALLEY REGION. | |
| ORGANIZATIONAL ACCOMPLISHMENTS 1.CONTINUED EFFORTS IN OUR PROGRAMMING FOR INDIVIDUALS WITH SPECIAL NEEDS OF ALL TYPES AND ABILITIES, AGE FIVE-ADULT. INCLUDING, BUT NOT LIMITED TO, SOCIO-ECONOMICALLY DISADVANTAGED CHILDREN THAT UTILIZE THE OWEN OVATION SCHOLARSHIP FOR FUNDING. POPULATION IS FROM THE FOX VALLEY REGION. ENGAGED IN COLLABORATIVE EFFORTS WITH NEENAH, MENASHA, AND OSHKOSH SCHOOL DISTRICT AS WELL AS PROVIDING PRIVATE RIDES TO ACCOMMODATE MORE INDIVIDUALS IN A VARIETY OF WAYS & OPTIONS. NEW THIS PAST YEAR, WE ADDED THE WINNECONNE SCHOOL DISTRICT TO OUR SCHOOL PROGRAMING FOR SPRING, 2017. ESTIMATE 75% OF BUDGET. 2.CONTINUED THE PROGRAM SERVICE DESIGNED SPECIFICALLY FOR INDIVIDUALS ON THE AUTISM SPECTRUM. WE WORKED WITH CERTIFIED INSTRUCTORS, LESSON PLANNING, AND REFERRALS FOR THESE INDIVIDUALS WITH THE ASSISTANCE OF THE AREA SCHOOL DISTRICTS AND RETIRED, PROFESSIONAL, SPECIAL EDUCATION TEACHERS. ESTIMATE 5% OF BUDGET. 3.CONTINUED WITH LOCAL DOMESTIC ABUSE SERVICES TO PROVIDE PROGRAMS FOR THEIR AT RISK TEEN CLIENTS. THIS IS A ONE-OF-A-KIND EXPERIENCE FOR THE YOUTH AND HAS BEEN RECEIVED WELL IN OUR COMMUNITY. ESTIMATE 5% OF BUDGET. 4.OPERATED OUR PROGRAMS FOR OUR VETERANS AND ADVANCED-ABILITY RIDERS THROUGHOUT THE WINTER MONTHS. ESTIMATE 5% OF BUDGET. REMAINING 10% OF THE BUDGET COMES FROM OTHER PROGRAM SERVICES SUCH AS DAY CAMPS, ETC. IN ADDITION TO PROGRAM ACCOMPLISHMENTS, THE BOARD OF DIRECTORS FOLLOWED THROUGH ON THE STRATEGIC PLAN. THESE DEVELOPMENTS ALLOW THE ORGANIZATION TO PROVIDE MORE SERVICES AND EXPAND ESTABLISHED SERVICES AND PROGRAMS. THE BOARD ALSO ACCEPTED THE RESIGNATION OF THE EXECUTIVE DIRECTOR. BEAMING ESTABLISHED FUNDING FOR THE 2017 LAUNCH PROGRAM, WHICH OFFERS AREA HIGH SCHOOL STUDENTS OPPORTUNITIES TO ENGAGE IN LEARNING OUTSIDE THE TRADITIONAL CLASS ROOM, TOUR FACILITIES WITH LOCAL EMPLOYERS, AND LEARN ABOUT ENTRY LEVEL POSITIONS AVAILABLE TO THEM. | $65,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $65,362 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| HEIDI HANSEN | ||
| PRESIDENT | 5.00 | $0 |
| VICKY WENZEL | ||
| VICE PRESIDE | 5.00 | $0 |
| JEFF SCHOMMER | ||
| TREASURER | 5.00 | $0 |
| JAIME KARLIC | ||
| DIRECTOR | 5.00 | $0 |
| TAMMY LADWIG | ||
| DIRECTOR | 000.00 | $0 |
| JAMES QUINN | ||
| DIRECTOR | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE SAMUELSON-KLUNDT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6392 COUNTY ROAD A | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9208516160 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,466 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,468 | CurrentTaxYearAmt |
| Total | $95,376 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,611 | CurrentTaxYearAmt |
| Total | $295,997 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,079 | CurrentTaxYearAmt |
| Total | $391,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $391,373 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,707 | CurrentTaxYearMinus2YearsAmt |
| Total | $48,519 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,079 | CurrentTaxYearAmt |
| Total | $439,892 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.84760 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | 48,519 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NIGHT AT THE RA | Event1Nm |
| Gross Receipts Event1 | $15,947 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $15,947 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $9,822 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $15,947 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $15,947 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,822 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,822 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,125 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES MEETING / CONFERENCE 950 LIABILITY 3,760 WORKERS COMP 1,483 HORSE CARE 37,099 SUPPLIES 3,356 MEMBERSHIPS & DUES 600 PAYROLL TAXES 2,890 BUSINESS EXPENSES 20 LICENSES & FEES 10 EQUIP MAINT 95 NON-INVESTMENT DEPRECIATION 228 TOTAL 50,491 |
| FORM 990-EZ, PART II, LINE 24 | 13,261 18,917 LESS ACCUMULATED DEPRECIATION 13,222 13,450 OTHER ASSETS 0 0 TOTAL 39 5,467 |
| FORM 990-EZ, PART II, LINE 26 | PAYROLL TAX LIABILITIES 0 0 |
| FORM 990-EZ, PART III | THE MISSION OF BEAMING INC IS TO BE THE PROVIDER OF CHOICE FOR THERAPEUTIC HORSEBACK RIDING IN THE MARKETS WE SERVE. |
| FORM 990-EZ, PART III, LINE 31 | ORGANIZATIONAL ACCOMPLISHMENTS 1.CONTINUED EFFORTS IN OUR PROGRAMMING FOR INDIVIDUALS WITH SPECIAL NEEDS OF ALL TYPES AND ABILITIES, AGE FIVE-ADULT. INCLUDING, BUT NOT LIMITED TO, SOCIO-ECONOMICALLY DISADVANTAGED CHILDREN THAT UTILIZE THE OWEN OVATION SCHOLARSHIP FOR FUNDING. POPULATION IS FROM THE FOX VALLEY REGION. ENGAGED IN COLLABORATIVE EFFORTS WITH NEENAH, MENASHA, AND OSHKOSH SCHOOL DISTRICT AS WELL AS PROVIDING PRIVATE RIDES TO ACCOMMODATE MORE INDIVIDUALS IN A VARIETY OF WAYS & OPTIONS. NEW THIS PAST YEAR, WE ADDED THE WINNECONNE SCHOOL DISTRICT TO OUR SCHOOL PROGRAMING FOR SPRING, 2017. ESTIMATE 75% OF BUDGET. 2.CONTINUED THE PROGRAM SERVICE DESIGNED SPECIFICALLY FOR INDIVIDUALS ON THE AUTISM SPECTRUM. WE WORKED WITH CERTIFIED INSTRUCTORS, LESSON PLANNING, AND REFERRALS FOR THESE INDIVIDUALS WITH THE ASSISTANCE OF THE AREA SCHOOL DISTRICTS AND RETIRED, PROFESSIONAL, SPECIAL EDUCATION TEACHERS. ESTIMATE 5% OF BUDGET. 3.CONTINUED WITH LOCAL DOMESTIC ABUSE SERVICES TO PROVIDE PROGRAMS FOR THEIR AT RISK TEEN CLIENTS. THIS IS A ONE-OF-A-KIND EXPERIENCE FOR THE YOUTH AND HAS BEEN RECEIVED WELL IN OUR COMMUNITY. ESTIMATE 5% OF BUDGET. 4.OPERATED OUR PROGRAMS FOR OUR VETERANS AND ADVANCED-ABILITY RIDERS THROUGHOUT THE WINTER MONTHS. ESTIMATE 5% OF BUDGET. REMAINING 10% OF THE BUDGET COMES FROM OTHER PROGRAM SERVICES SUCH AS DAY CAMPS, ETC. IN ADDITION TO PROGRAM ACCOMPLISHMENTS, THE BOARD OF DIRECTORS FOLLOWED THROUGH ON THE STRATEGIC PLAN. THESE DEVELOPMENTS ALLOW THE ORGANIZATION TO PROVIDE MORE SERVICES AND EXPAND ESTABLISHED SERVICES AND PROGRAMS. THE BOARD ALSO ACCEPTED THE RESIGNATION OF THE EXECUTIVE DIRECTOR. BEAMING ESTABLISHED FUNDING FOR THE 2017 LAUNCH PROGRAM, WHICH OFFERS AREA HIGH SCHOOL STUDENTS OPPORTUNITIES TO ENGAGE IN LEARNING OUTSIDE THE TRADITIONAL CLASS ROOM, TOUR FACILITIES WITH LOCAL EMPLOYERS, AND LEARN ABOUT ENTRY LEVEL POSITIONS AVAILABLE TO THEM. |