Civic Intelligence

Belleville Public Schools District 118 Educational Foundation Ltd.

990 • Fiscal year 2021 • EIN 37-1376994

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 29, 2021

105 West A StreetBelleville, IL 62220-1326

(618) 233-2830

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

7.7%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

70%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,154,550

Up $82,116 (+7.7%) from 2020

Net Assets

Up

$1,154,550

Up $82,116 (+7.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$182,559

Up $74,942 (+70%) from 2020

Expenses

Down

$100,443

Down $29,836 (-23%) from 2020

Net Income

Up

$82,116

Up $104,778 (+462%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $716,286Liabilities 2014: $0Net Assets 2014: $716,2862014Assets 2015: $771,258Liabilities 2015: $0Net Assets 2015: $771,2582015Assets 2016: $796,292Liabilities 2016: $0Net Assets 2016: $796,2922016Assets 2017: $849,158Liabilities 2017: $0Net Assets 2017: $849,1582017Assets 2018: $1,014,438Liabilities 2018: $0Net Assets 2018: $1,014,4382018Assets 2019: $1,095,096Liabilities 2019: $0Net Assets 2019: $1,095,0962019Assets 2020: $1,072,434Liabilities 2020: $0Net Assets 2020: $1,072,4342020Assets 2021: $1,154,550Liabilities 2021: $0Net Assets 2021: $1,154,5502021Assets 2022: $1,274,732Liabilities 2022: $0Net Assets 2022: $1,274,7322022Assets 2023: $1,110,624Liabilities 2023: $0Net Assets 2023: $1,110,6242023Assets 2024: $1,113,182Liabilities 2024: $0Net Assets 2024: $1,113,1822024Assets 2025: $1,059,645Liabilities 2025: $0Net Assets 2025: $1,059,6452025

Highlighted filing

2021

Assets$1,154,550
Liabilities$0
Net Assets$1,154,550

Operations Trend

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

$400K$200K$0-$200KRevenue 2014: $86,350Expenses 2014: $60,844Net Income 2014: $25,5062014Revenue 2015: $90,225Expenses 2015: $35,253Net Income 2015: $54,9722015Revenue 2016: $63,752Expenses 2016: $38,718Net Income 2016: $25,0342016Revenue 2017: $116,323Expenses 2017: $63,457Net Income 2017: $52,8662017Revenue 2018: $243,342Expenses 2018: $78,062Net Income 2018: $165,2802018Revenue 2019: $204,849Expenses 2019: $124,191Net Income 2019: $80,6582019Revenue 2020: $107,617Expenses 2020: $130,279Net Income 2020: -$22,6622020Revenue 2021: $182,559Expenses 2021: $100,443Net Income 2021: $82,1162021Revenue 2022: $205,709Expenses 2022: $85,527Net Income 2022: $120,1822022Revenue 2023: $61,521Expenses 2023: $225,629Net Income 2023: -$164,1082023Revenue 2024: $107,553Expenses 2024: $104,995Net Income 2024: $2,5582024Revenue 2025: $164,898Expenses 2025: $218,435Net Income 2025: -$53,5372025

Highlighted filing

2021

Revenue$182,559
Expenses$100,443
Net Income$82,116
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 29, 2021
Return Version
2020v4.0
Gross Receipts
$191,990
Mission and Program Overview

Mission

Foundation formed as a public support organization to provide assistance to belleville public school district 118

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,072,434$1,154,550▲ $82,116
Investments in Publicly Traded Securities$1,049,302$1,120,611▲ $71,309
Savings and Temporary Cash Investments$9,840$16,607▲ $6,767
Total Assets$1,072,434$1,154,550▲ $82,116
Other Assets Total$13,292$17,332▲ $4,040
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,072,434$1,154,550▲ $82,116
Total Liabilities and Net Assets / Fund Balance$1,072,434$1,154,550▲ $82,116

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$14,756$14,756
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$81,330
Program Service Revenue
$0
Investment Income
$92,880
Other Revenue
$8,349
All Other Contributions
$81,330
Change in Net Assets
$82,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,443
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$5,559-$5,559
Fees for Services Accounting-$2,120-$2,120
Office Expenses-$63-$63
Other Expenses$92,676$25-$25
Total Functional Expenses$92,676$7,767$0$100,443
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,780
Fundraising Direct Expenses$9,431
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$17,430$17,430$9,431$7,999
Total Events$17,430$17,430$9,431$7,999
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
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 11B

REVIEWED BEFORE FILING.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Belleville Public School District
EIN
37-1376994
Phone
6182332830
Address
105 WEST A STREET, BELLEVILLE, IL 62220-1326

Signing Officer

Name
James Rosborg
Title
Chair
Phone
6182332830
Signed
2021-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Rosborg
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Rice Sullivan LLC
Address
3121 N ILLINOIS ST SUITE A, SWANSEA, IL 62226
Preparer
Bill R Dixon
Phone
6182330186
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION IS ORGANIZED TO ATTRACT NEW AND ADDITIONAL SUPPORT BUT HAD A LARGE CONTRIBUTER THE PAST FIVE YEARS (CLEARWAVE COMMUNICATIONS) THAT REDUCED ITS PUBLIC SUPPORT PERCENTAGE BELOW 33 1/3 PERCENT. IT ALSO CONTINUES TO RECEIVE A LARGE AMOUNT OF INVESTMENT INCOME EARNED DUE TO PRIOR PUBLIC SUPPORT CONTRIBUTIONS. IN ADDITION, THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY THAT CONSISTS OF PUBLIC OFFICIALS ACTING IN THEIR CAPACITIES AND REPRESENTING A BROAD CROSS-SECTION OF VIEWS AND INTERESTS OF THE COMMUNITY THEY SERVE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SPECIAL EVENTS 61,903 OTHER 4,018
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION IS ORGANIZED TO ATTRACT NEW AND ADDITIONAL SUPPORT BUT HAD A LARGE CONTRIBUTER THE PAST FIVE YEARS (CLEARWAVE COMMUNICATIONS) THAT REDUCED ITS PUBLIC SUPPORT PERCENTAGE BELOW 33 1/3 PERCENT. IT ALSO CONTINUES TO RECEIVE A LARGE AMOUNT OF INVESTMENT INCOME EARNED DUE TO PRIOR PUBLIC SUPPORT CONTRIBUTIONS. IN ADDITION, THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY THAT CONSISTS OF PUBLIC OFFICIALS ACTING IN THEIR CAPACITIES AND REPRESENTING A BROAD CROSS-SECTION OF VIEWS AND INTERESTS OF THE COMMUNITY THEY SERVE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION IS ORGANIZED TO ATTRACT NEW AND ADDITIONAL SUPPORT BUT HAD A LARGE CONTRIBUTER THE PAST FOUR YEARS (CLEARWAVE COMMUNICATIONS) THAT REDUCED ITS PUBLIC SUPPORT PERCENTAGE BELOW 33 1/3 PERCENT. IT ALSO CONTINUES TO RECEIVE A LARGE AMOUNT OF INVESTMENT INCOME EARNED DUE TO PRIOR PUBLIC SUPPORT CONTRIBUTIONS. IN ADDITION, THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY THAT CONSISTS OF PUBLIC OFFICIALS ACTING IN THEIR CAPACITIES AND REPRESENTING A BROAD CROSS-SECTION OF VIEWS AND INTERESTS OF THE COMMUNITY THEY SERVE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART II, LINE 17B
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt081330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt089547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0139172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0417438
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027555
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022597
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020663
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0114144
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt069220
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08349
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04457
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt017402
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt016393
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt019320
IRS990ScheduleA/OtherIncome170Grp/TotalAmt065921
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18580
IRS990ScheduleA/PublicSupportPY170Pct00.17680
IRS990ScheduleA/PublicSupportTotal170Amt0111015
IRS990ScheduleA/SubstantialContributorsTotAmt0306423
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt081330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt089547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0139172
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060921
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046468
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0417438
IRS990ScheduleA/TotalSupportAmt0597503
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/EquipmentGrp/DepreciationAmt014756
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014756
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09431
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017430
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07999
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09431
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09431
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01072434
IRS990/TotalAssetsEOYAmt01154550
IRS990/TotalAssetsGrp/BOYAmt01072434
IRS990/TotalAssetsGrp/EOYAmt01154550
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt081330
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07767
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt092676
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100443
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01072434
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01154550
IRS990/TotalProgramServiceExpensesAmt092676
IRS990/TotalRevenueGrp/ExclusionAmt019022
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt073858
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0182559
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01072434
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01154550
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0105 WEST A STREET
IRS990/USAddress/CityNm0BELLEVILLE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd0622201326
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ROSBORG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06182332830
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLEVILLE PUBLIC SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0118 EDUCATIONAL FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0371376994
ReturnHeader/Filer/PhoneNum06182332830
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 WEST A STREET
ReturnHeader/Filer/USAddress/CityNm0BELLEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0622201326
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463445349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICE SULLIVAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03121 N ILLINOIS ST SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SWANSEA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062226
ReturnHeader/PreparerPersonGrp/PhoneNum06182330186
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BILL R DIXON
ReturnHeader/ReturnTs02021-09-02T15:23:35-05:00
ReturnHeader/ReturnTypeCd0990

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