Civic Intelligence

Regal-Beloit Charitable Foundation

990PF • Fiscal year 2020 • EIN 39-1814812

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
200 State StreetBeloit, WI 53511

(608) 364-8800

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

50th percentile

4.8%

Higher net margin than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

760%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,081,908

Up $29,014 (+2.8%) from 2019

Net Assets

$1,081,908

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin50th percentile

Revenue

Up

$604,145

Up $533,900 (+760%) from 2019

Expenses

Down

$575,131

Down $112,331 (-16%) from 2019

Net Income

Up

$29,014

Up $646,231 (+105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,313,759Liabilities 2011: $02011Assets 2012: $2,354,403Liabilities 2012: $02012Assets 2013: $2,112,544Liabilities 2013: $02013Assets 2014: $1,937,899Liabilities 2014: $02014Assets 2015: $2,064,539Liabilities 2015: $02015Assets 2019: $1,052,894Liabilities 2019: $02019Assets 2020: $1,081,908Liabilities 2020: $1Net Assets 2020: $1,081,9082020Assets 2021: $1,422,941Liabilities 2021: $1Net Assets 2021: $1,422,9412021Assets 2022: $833,663Liabilities 2022: $1Net Assets 2022: $833,6632022Assets 2023: $914,324Liabilities 2023: $0Net Assets 2023: $914,3242023Assets 2024: $1,240,776Liabilities 2024: $0Net Assets 2024: $1,240,7762024

Highlighted filing

2020

Assets$1,081,908
Liabilities$1
Net Assets$1,081,908
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $527,111Expenses 2011: $320,695Net Income 2011: $206,4162011Revenue 2012: $387,705Expenses 2012: $347,061Net Income 2012: $40,6442012Revenue 2013: $60,416Expenses 2013: $302,275Net Income 2013: -$241,8592013Revenue 2014: $98,145Expenses 2014: $272,790Net Income 2014: -$174,6452014Revenue 2015: $679,613Expenses 2015: $552,973Net Income 2015: $126,6402015Revenue 2019: $70,245Expenses 2019: $687,462Net Income 2019: -$617,2172019Revenue 2020: $604,145Expenses 2020: $575,131Net Income 2020: $29,0142020Revenue 2021: $935,092Expenses 2021: $598,220Net Income 2021: $336,8722021Revenue 2022: $319,724Expenses 2022: $908,921Net Income 2022: -$589,1972022Revenue 2023: $868,197Expenses 2023: $787,531Net Income 2023: $80,6662023Revenue 2024: $1,242,852Expenses 2024: $916,400Net Income 2024: $326,4522024

Highlighted filing

2020

Revenue$604,145
Expenses$575,131
Net Income$29,014
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl LewisTrustee-$0--
Robert RehardTrustee-$0--
Rakesh SachdevChair- Corporate Governance-$0--
Filing and Contact Details

Filer

Filer Name
Regal Beloit Charitable Foundation
EIN
39-1814812
In Care Of
% CHERYL LEWIS
Phone
6083648800
Address
200 State Street, Beloit, WI 53511

Signing Officer

Name
Cheryl Lewis
Title
Trustee
Phone
6083648800
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
True Partners Consulting LLC
Address
145 PINELAWN ROAD SUITE 350 NORTH, MELVILLE, NY 11747
Preparer
Gregg Dluginsky
Phone
6317776300
Raw XML Appendix242 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Chair- Corporate Governance
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06317776300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGG DLUGINSKY
ReturnHeader/ReturnTs02021-05-11T14:17:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cheryl
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lewis
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,081,908
Liabilities
$1
Net assets
$1,081,908
Revenue
$604,145
Expenses
$575,131
Net income
$29,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.24$0.92$0.33
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.87$0.79$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.32$0.91$0.59
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.94$0.60$0.34
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.60$0.58$0.03
2019Summary only. Only limited summary data is available for this year.$1.05$0.00$0.07$0.69$0.62
2015Summary only. Only limited summary data is available for this year.$2.06$0.00$0.68$0.55$0.13
2014Summary only. Only limited summary data is available for this year.$1.94$0.00$0.10$0.27$0.17
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$0.06$0.30$0.24
2012Summary only. Only limited summary data is available for this year.$2.35$0.00$0.39$0.35$0.04
2011Summary only. Only limited summary data is available for this year.$2.31$0.00$0.53$0.32$0.21