Civic Intelligence

Bell Foundation Inc

EIN 39-6042846 • Shorewood, WI

1708 E Lake Bluff BlvdShorewood, WI 53211
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

11th percentile

-98%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

748%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $69,838 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $69,838 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$71,234

Up $62,833 (+748%) from 2022

Expenses

Up

$141,072

Up $132,262 (+1501%) from 2022

Net Income

Down

-$69,838

Down $69,429 (-16975%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$100K$50K$0Assets 2011: $70,899Liabilities 2011: $02011Assets 2012: $68,318Liabilities 2012: $02012Assets 2013: $69,544Liabilities 2013: $02013Assets 2014: $70,128Liabilities 2014: $02014Assets 2015: $67,733Liabilities 2015: $1Net Assets 2015: $67,7332015Assets 2016: $80,730Liabilities 2016: $0Net Assets 2016: $80,7302016Assets 2017: $77,763Liabilities 2017: $0Net Assets 2017: $77,7632017Assets 2018: $76,195Liabilities 2018: $0Net Assets 2018: $76,1952018Assets 2019: $74,389Liabilities 2019: $1Net Assets 2019: $74,3892019Assets 2020: $67,977Liabilities 2020: $1Net Assets 2020: $67,9772020Assets 2021: $70,247Liabilities 2021: $1Net Assets 2021: $70,2472021Assets 2022: $69,838Liabilities 2022: $0Net Assets 2022: $69,8382022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100KRevenue 2011: $8,904Expenses 2011: $5,998Net Income 2011: $2,9062011Revenue 2012: $3,822Expenses 2012: $6,403Net Income 2012: -$2,5812012Revenue 2013: $6,874Expenses 2013: $5,648Net Income 2013: $1,2262013Revenue 2014: $7,095Expenses 2014: $6,511Net Income 2014: $5842014Revenue 2015: $4,358Expenses 2015: $6,753Net Income 2015: -$2,3952015Revenue 2016: $18,399Expenses 2016: $5,402Net Income 2016: $12,9972016Revenue 2017: $4,053Expenses 2017: $7,020Net Income 2017: -$2,9672017Revenue 2018: $4,884Expenses 2018: $6,452Net Income 2018: -$1,5682018Revenue 2019: $5,317Expenses 2019: $7,123Net Income 2019: -$1,8062019Revenue 2020: $572Expenses 2020: $6,984Net Income 2020: -$6,4122020Revenue 2021: $9,795Expenses 2021: $7,525Net Income 2021: $2,2702021Revenue 2022: $8,401Expenses 2022: $8,810Net Income 2022: -$4092022Revenue 2023: $71,234Expenses 2023: $141,072Net Income 2023: -$69,8382023

Highlighted filing

2023

Revenue$71,234
Expenses$141,072
Net Income-$69,838
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$71,234
Expenses
$141,072
Net income
-$69,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.71$1.41$0.70
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.08$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.01$0.07$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.05$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.05$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.18$0.05$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.04$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$0.70$0.00$0.07$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$0.07$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.04$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.09$0.06$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 11, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN BELL ZARWELLV Pres & Sec-$0--
PHILLIP J STROSAHLTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bell Foundation Inc
EIN
39-6042846
Phone
4145403469
Address
1708 E LAKE BLUFF BLVD, SHOREWOOD, WI 53211

Signing Officer

Name
Susan Bell Zarwell
Title
V Pres & Sec,
Phone
2623843851
Signed
2024-01-11

Preparer

Firm
Trusted Cpas & Advisors LLC
Address
N96W18221 COUNTY LINE RD SUITE 206, MENOMONEE FALLS, WI 53051
Preparer
Phillip J Strosahl
Phone
2623843851
Raw XML Appendix309 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12288 N LAKE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2700 N ART MUSEUM DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41545 5TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54500 WEST WISCONSIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 96929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7US BANK LOCKBOXBOX 78807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82100 W FAIRY CHASM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9755 PRIOR AVENUE NORTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103839 W BURNHAM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEQUON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GRAFTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9ST PAUL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4530242373
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6200906929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7532780807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd853217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd955104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1053215
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0132260
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/AppliedToCurrentYearAmt05156
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0897
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05156
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0126207
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0126207
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0126207
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0126207
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0897
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WI DEPT FINANCIAL INST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0477
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNCIL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0477
TaxesSchedule/TaxesDetail/Amt078
TaxesSchedule/TaxesDetail/Amt1849
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES ON INVESTMENT INC
TaxesSchedule/TaxesDetail/CategoryTxt1FINAL YR TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt078
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1849
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN BELL ZARWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V PRES & SEC,
ReturnHeader/BusinessOfficerGrp/PhoneNum02623843851
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0396042846
ReturnHeader/Filer/PhoneNum04145403469
ReturnHeader/Filer/USAddress/AddressLine1Txt01708 E LAKE BLUFF BLVD
ReturnHeader/Filer/USAddress/CityNm0SHOREWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0834348698
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTED CPAS & ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N96W18221 COUNTY LINE RD SUITE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENOMONEE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02623843851
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP J STROSAHL
ReturnHeader/ReturnTs02024-01-10T17:17:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZARWELL
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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