Civic Intelligence

Bellis

990EZ • Fiscal year 2018 • EIN 41-1444119

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 15, 2019

PO Box 75Elk River, MN 55330

(952) 944-0866

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$109,973

Up $28,801 (+35%) from 2017

Net Assets

Up

$109,275

Up $28,854 (+36%) from 2017

Liabilities

Down

$698

Down $53 (-7.1%) from 2017

Revenue

Up

$107,162

Up $31,886 (+42%) from 2017

Expenses

Down

$78,411

Down $26 (-0.0%) from 2017

Net Income

Up

$28,751

Up $31,912 (+1010%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $124,435Liabilities 2012: $02012Assets 2013: $94,965Liabilities 2013: $02013Assets 2014: $99,761Liabilities 2014: $02014Assets 2015: $71,814Liabilities 2015: $02015Assets 2016: $83,597Liabilities 2016: $02016Assets 2017: $81,172Liabilities 2017: $751Net Assets 2017: $80,4212017Assets 2018: $109,973Liabilities 2018: $698Net Assets 2018: $109,2752018Assets 2019: $174,711Liabilities 2019: $1,061Net Assets 2019: $173,6502019Assets 2020: $176,292Liabilities 2020: $1,370Net Assets 2020: $174,9222020Assets 2021: $199,516Liabilities 2021: $0Net Assets 2021: $199,5162021Assets 2022: $179,110Liabilities 2022: $1,705Net Assets 2022: $177,4052022Assets 2023: $128,922Liabilities 2023: $4,999Net Assets 2023: $123,9232023Assets 2024: $226,491Liabilities 2024: $2,412Net Assets 2024: $224,0792024Assets 2025: $992,704Liabilities 2025: $3,356Net Assets 2025: $989,3482025

Highlighted filing

2018

Assets$109,973
Liabilities$698
Net Assets$109,275

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $36,814Expenses 2012: $42,136Net Income 2012: -$5,3222012Revenue 2013: $34,601Expenses 2013: $64,333Net Income 2013: -$29,7322013Revenue 2014: $60,946Expenses 2014: $56,209Net Income 2014: $4,7372014Revenue 2015: $30,613Expenses 2015: $58,478Net Income 2015: -$27,8652015Revenue 2016: $84,349Expenses 2016: $63,252Net Income 2016: $21,0972016Revenue 2017: $75,276Expenses 2017: $78,437Net Income 2017: -$3,1612017Revenue 2018: $107,162Expenses 2018: $78,411Net Income 2018: $28,7512018Revenue 2019: $156,438Expenses 2019: $92,206Net Income 2019: $64,2322019Revenue 2020: $110,829Expenses 2020: $109,245Net Income 2020: $1,5842020Revenue 2021: $140,472Expenses 2021: $115,775Net Income 2021: $24,6972021Revenue 2022: $138,155Expenses 2022: $160,172Net Income 2022: -$22,0172022Revenue 2023: $196,706Expenses 2023: $240,590Net Income 2023: -$43,8842023Revenue 2024: $356,516Expenses 2024: $249,856Net Income 2024: $106,6602024Revenue 2025: $987,446Expenses 2025: $218,704Net Income 2025: $768,7422025

Highlighted filing

2018

Revenue$107,162
Expenses$78,411
Net Income$28,751
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 15, 2019
Return Version
2017v2.3
Gross Receipts
$117,606
Mission and Program Overview

Mission

Since 1983, bellis has built innovative services and networks to support those whose lives have been impacted by adoption, including from foster care. We recognize adoption as a relational, not transactional, practice. It is unique in its mix of joy, emotional isolation, and ambiguous grief. Our approach offers emotional support to individuals, while advocating for a more compassionate understanding of adoption in broader society.

Bellis is a multi-purpose nonprofit with no political or religious affiliations or agenda. Its volunteers, including birth parents, adopted persons, adoptive parents and adoption social workers, bring adoption education and awareness into schools and communities. The organization also provides peer-based support, including a healing weekend retreat for birth mothers and ongoing supportive gatherings each year.

Program Services

DescriptionGrantsExpenses
BELLIS PROVIDES PEER-BASED SUPPORT TO WOMEN WHO HAVE MADE AN ADOPTION PLAN FOR THEIR CHILD IN THE PAST, ALONG WITH OTHER INDIVIDUALS WITH ANY ADOPTION EXPERIENCE. DURING THE PERIOD OF JULY 1, 2017 THROUGH JUNE 30, 2018, PEER-SUPPORT NETWORK PROGRAMS INCLUDED A WEEKEND RETREAT FOR 23 BIRTH MOTHERS, FIVE SUPPORTIVE GATHERINGS FOR UP TO 30 INDIVIDUALS, THREE STORYTELLING WORKSHOPS FOR UP TO 12 PARTICIPANTS, AND OTHER EVENTS. BELLIS ALSO ASSISTS IN PROVIDING EDUCATIONAL SUPPORT REGARDING ADOPTION TO BOTH YOUNG PEOPLE AND PROFESSIONALS, INCLUDING PUBLISHING EDUCATIONAL MATERIALS AND ITS WEBSITE. DURING THE YEAR ENDED JUNE 30, 2018, BELLIS PROVIDED INFORMATION REGARDING ADOPTION TO MORE THAN 5,000 HIGH SCHOOL STUDENTS IN MINNESOTA THROUGH PRESENTATIONS AT VARIOUS HIGH SCHOOLS AROUND THE STATE. THE PRESENTATIONS WERE OFTEN GIVEN BY A PANEL OF INDIVIDUALS FAMILIAR WITH THE ADOPTION PROCESS, INCLUDING BIRTH PARENTS, ADOPTIVE PARENTS, ADOPTED PERSONS, AND SOCIAL WORKERS. BELLIS ALSO PROVIDED MATERIALS AND/OR IN-PERSON TRAINING TO 40 PREGNANCY RESOURCE CENTERS. BROADBAND EDUCATION IS ALSO PERFORMED VIA MEDIA INTERVIEWS, PRESENTATIONS AT FAITH COMMUNITIES AND AT CIVIC ORGANIZATIONS.$0$46,512
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY ELDREDGEExecutive DirectorFT$32,500-$32,500
TRACY MURPHYPresidentPT$0--
KRISTINE MOSERVice PresidentPT$0--
AIMEE RUMPZATreasurer (Thru April)PT$0--
KATE GILLENDirectorPT$0--
ELISABETH MORIARTYDirectorPT$0--
CORY OBERDirectorPT$0--
JOHN OVERSONDirectorPT$0--
CHRISTI THOMPSONDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$41,887$6,320$3,034$3,286
Total Events$41,887$6,320$9,433$-3,113
Filing and Contact Details

Filer

Filer Name
Bellis
EIN
41-1444119
Phone
9529440866
Address
PO BOX 75, ELK RIVER, MN 55330

Signing Officer

Name
Tracy Murphy
Title
President
Phone
9529440866
Signed
2019-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: ubs. Amount: 350.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: travel. Amount: 1,552. Description: annual birth mother retreat. Amount: 6,279. Description: special project. Amount: 2,640. Description: meetings. Amount: 436. Description: information technology. Amount: 2,165. Description: insurance. Amount: 3,300. Description: miscellaneous. Amount: 5,601. Description: payroll taxes. Amount: 3,258. Total to form 990-ez, line 16: 25,231.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain. Amount: 103.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expense. Beg. Of year amount: 0. End of year amount: 40. Description: 40. Beg. Of year amount: 0. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: other. Beg. Of year amount: 751. End of year amount: 698.

Raw XML Appendix215 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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IRS990EZ/PrimaryExemptPurposeTxt0BELLIS IS A MULTI-PURPOSE NONPROFIT WITH NO POLITICAL OR RELIGIOUS AFFILIATIONS OR AGENDA. ITS VOLUNTEERS, INCLUDING BIRTH PARENTS, ADOPTED PERSONS, ADOPTIVE PARENTS AND ADOPTION SOCIAL WORKERS, BRING ADOPTION EDUCATION AND AWARENESS INTO SCHOOLS AND COMMUNITIES. THE ORGANIZATION ALSO PROVIDES PEER-BASED SUPPORT, INCLUDING A HEALING WEEKEND RETREAT FOR BIRTH MOTHERS AND ONGOING SUPPORTIVE GATHERINGS EACH YEAR.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BELLIS PROVIDES PEER-BASED SUPPORT TO WOMEN WHO HAVE MADE AN ADOPTION PLAN FOR THEIR CHILD IN THE PAST, ALONG WITH OTHER INDIVIDUALS WITH ANY ADOPTION EXPERIENCE. DURING THE PERIOD OF JULY 1, 2017 THROUGH JUNE 30, 2018, PEER-SUPPORT NETWORK PROGRAMS INCLUDED A WEEKEND RETREAT FOR 23 BIRTH MOTHERS, FIVE SUPPORTIVE GATHERINGS FOR UP TO 30 INDIVIDUALS, THREE STORYTELLING WORKSHOPS FOR UP TO 12 PARTICIPANTS, AND OTHER EVENTS. BELLIS ALSO ASSISTS IN PROVIDING EDUCATIONAL SUPPORT REGARDING ADOPTION TO BOTH YOUNG PEOPLE AND PROFESSIONALS, INCLUDING PUBLISHING EDUCATIONAL MATERIALS AND ITS WEBSITE. DURING THE YEAR ENDED JUNE 30, 2018, BELLIS PROVIDED INFORMATION REGARDING ADOPTION TO MORE THAN 5,000 HIGH SCHOOL STUDENTS IN MINNESOTA THROUGH PRESENTATIONS AT VARIOUS HIGH SCHOOLS AROUND THE STATE. THE PRESENTATIONS WERE OFTEN GIVEN BY A PANEL OF INDIVIDUALS FAMILIAR WITH THE ADOPTION PROCESS, INCLUDING BIRTH PARENTS, ADOPTIVE PARENTS, ADOPTED PERSONS, AND SOCIAL WORKERS. BELLIS ALSO PROVIDED MATERIALS AND/OR IN-PERSON TRAINING TO 40 PREGNANCY RESOURCE CENTERS. BROADBAND EDUCATION IS ALSO PERFORMED VIA MEDIA INTERVIEWS, PRESENTATIONS AT FAITH COMMUNITIES AND AT CIVIC ORGANIZATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: UBS. AMOUNT: 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRAVEL. AMOUNT: 1,552. DESCRIPTION: ANNUAL BIRTH MOTHER RETREAT. AMOUNT: 6,279. DESCRIPTION: SPECIAL PROJECT. AMOUNT: 2,640. DESCRIPTION: MEETINGS. AMOUNT: 436. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,165. DESCRIPTION: INSURANCE. AMOUNT: 3,300. DESCRIPTION: MISCELLANEOUS. AMOUNT: 5,601. DESCRIPTION: PAYROLL TAXES. AMOUNT: 3,258. TOTAL TO FORM 990-EZ, LINE 16: 25,231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN. AMOUNT: 103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 40. DESCRIPTION: 40. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 751. END OF YEAR AMOUNT: 698.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/FilingSecurityInformation/IPTm009:24:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01502 LONDON ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055812
ReturnHeader/PreparerPersonGrp/PhoneNum02187224705
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PETERSON CPA
ReturnHeader/ReturnTs02019-03-27T12:30:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.93$0.03$9.89$9.87$2.19$7.69
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.02$2.24$3.57$2.50$1.07
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.05$1.24$1.97$2.41$0.44
2022Detailed filing. Detailed filing data is available for this year.$1.79$0.02$1.77$1.38$1.60$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.40$1.16$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.01$1.75$1.11$1.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.74$1.56$0.92$0.64
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$1.07$0.78$0.29
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.75$0.78$0.03
2016Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.63$0.21
2015Summary only. Only limited summary data is available for this year.$0.72$0.00$0.31$0.58$0.28
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.61$0.56$0.05
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.35$0.64$0.30
2012Summary only. Only limited summary data is available for this year.$1.24$0.00$0.37$0.42$0.05