Civic Intelligence

Bell Family Charitable Foundation Inc.

EIN 39-6572208 • Wisconsin Rapids, WI

Pub. 78 Eligible
181 Second Street SouthWisconsin Rapids, WI 54494-4100
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Net Margin

93rd percentile

75%

Higher net margin than 93% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2022

Asset Growth

87th percentile

29%

Faster asset growth than 87% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1410%

Faster revenue growth than 99% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,040,882

Up $176,891 (+3.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$6,040,882

Up $176,891 (+3.0%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin93rd percentile

Revenue

Down

$492,817

Down $718,728 (-59%) from 2023

Expenses

Up

$315,926

Up $8,635 (+2.8%) from 2023

Net Income

Down

$176,891

Down $727,363 (-80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,315,206Liabilities 2010: $0Net Assets 2010: $3,315,2062010Assets 2011: $3,272,448Liabilities 2011: $0Net Assets 2011: $3,272,4482011Assets 2012: $3,205,005Liabilities 2012: $0Net Assets 2012: $3,205,0052012Assets 2013: $3,076,090Liabilities 2013: $1Net Assets 2013: $3,076,0902013Assets 2014: $2,968,907Liabilities 2014: $1Net Assets 2014: $2,968,9072014Assets 2015: $2,966,092Liabilities 2015: $1Net Assets 2015: $2,966,0922015Assets 2016: $2,903,473Liabilities 2016: $0Net Assets 2016: $2,903,4732016Assets 2018: $3,999,082Liabilities 2018: $0Net Assets 2018: $3,999,0822018Assets 2019: $3,842,688Liabilities 2019: $1Net Assets 2019: $3,842,6882019Assets 2020: $4,932,762Liabilities 2020: $1Net Assets 2020: $4,932,7622020Assets 2021: $4,781,789Liabilities 2021: $1Net Assets 2021: $4,781,7892021Assets 2022: $4,532,498Liabilities 2022: $1Net Assets 2022: $4,532,4982022Assets 2023: $5,863,991Liabilities 2023: $1Net Assets 2023: $5,863,9912023Assets 2024: $6,040,882Liabilities 2024: $0Net Assets 2024: $6,040,8822024

Highlighted filing

2024

Assets$6,040,882
Liabilities$0
Net Assets$6,040,882
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $201,8242010Expenses 2011: $183,8452011Expenses 2012: $234,1522012Revenue 2013: $134,456Expenses 2013: $263,371Net Income 2013: -$128,9152013Revenue 2014: $118,245Expenses 2014: $225,428Net Income 2014: -$107,1832014Revenue 2015: $217,739Expenses 2015: $220,554Net Income 2015: -$2,8152015Revenue 2016: $177,722Expenses 2016: $240,341Net Income 2016: -$62,6192016Revenue 2018: $614,379Expenses 2018: $839,887Net Income 2018: -$225,5082018Revenue 2019: $371,393Expenses 2019: $527,787Net Income 2019: -$156,3942019Revenue 2020: $1,374,653Expenses 2020: $284,579Net Income 2020: $1,090,0742020Revenue 2021: $979,489Expenses 2021: $1,130,462Net Income 2021: -$150,9732021Revenue 2022: $80,222Expenses 2022: $329,513Net Income 2022: -$249,2912022Revenue 2023: $1,211,545Expenses 2023: $307,291Net Income 2023: $904,2542023Revenue 2024: $492,817Expenses 2024: $315,926Net Income 2024: $176,8912024

Highlighted filing

2024

Revenue$492,817
Expenses$315,926
Net Income$176,891
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,040,882
Liabilities
$0
Net assets
$6,040,882
Revenue
$492,817
Expenses
$315,926
Net income
$176,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.49$0.32$0.18
2023Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$1.21$0.31$0.90
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.08$0.33$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.98$1.13$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$1.37$0.28$1.09
2019Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.37$0.53$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.61$0.84$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.18$0.24$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.22$0.22$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.12$0.23$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.13$0.26$0.13
2012Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA L KETTLESONPresident-$0--
PAULA J BELLSecretary-$0--
STEVEN C BELLTreasurer-$0--
ELIZABETH A BELL KILLIANVice Pres-$0--
MARGARET S BELLVice Pres-$0--
Filing and Contact Details

Filer

Filer Name
Bell Family Charitable Foundation I
EIN
39-6572208
Phone
7154236800
Address
181 SECOND STREET SOUTH, WISCONSIN RAPIDS, WI 54494-4100

Signing Officer

Name
Steven C Bell
Title
Treasurer
Phone
7154236800
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Becker and Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09641963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REBECCA L KETTLESON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAULA J BELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN C BELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH A BELL KILLIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARGARET S BELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O WOODTRUST BANK PO BOX 8000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O WOODTRUST BANK PO BOX 8000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O WOODTRUST BANK PO BOX 8000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O WOODTRUST BANK PO BOX 8000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O WOODTRUST BANK PO BOX 8000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WISCONSIN RAPIDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WISCONSIN RAPIDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WISCONSIN RAPIDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0544958000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1544958000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2544958000
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0181 2ND STREET SOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WISCONSIN RAPIDS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054494
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WOODTRUST BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum07154236800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEVEN AND PAULA BELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNDERGRADUATE SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATIONS / SUPPLIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VOLUNTEER TRAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SPONSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PENGUIN PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT LOCAL ENTREPRENEURS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SPONSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SPONSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9COMMUNITY FOOD SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10WINMAN TRAIL CHALET FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11FUND BOOK PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12LHS CLASS REUNION ZERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SPROUTS PRESCHOOL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18BUILDING PROJECT

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