Civic Intelligence

Bellis

990EZ • Fiscal year 2021 • EIN 41-1444119

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 14, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

62nd percentile

18%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

88th percentile

$34,125

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

59th percentile

13%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

27%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$199,516

Up $23,224 (+13%) from 2020

Net Assets

Up

$199,516

Up $24,594 (+14%) from 2020

Liabilities

Down

$0

Down $1,370 (-100%) from 2020

Revenue

Up

$140,472

Up $29,643 (+27%) from 2020

Expenses

Up

$115,775

Up $6,530 (+6.0%) from 2020

Net Income

Up

$24,697

Up $23,113 (+1459%) from 2020

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

2021

Assets$199,516
Liabilities$0
Net Assets$199,516

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

2021

Revenue$140,472
Expenses$115,775
Net Income$24,697
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 14, 2022
Return Version
2020v4.2
Gross Receipts
$147,562
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.

Program Services

DescriptionGrantsExpenses
PEER-BASED SUPPORT NETWORKS SERVE THOSE NAVIGATING THE OFTEN WINDING PATH OF THEIR ADOPTION STORY. PROGRAMS INCLUDE: A) RETREATS FOR WOMEN WHO HAVE PLACED THEIR CHILDREN FOR ADOPTION REGARDLESS OF WHEN; B) SUPPORT MEETINGS FOR WOMEN WHO HAVE EXPERIENCED TERMINATION OF PARENTAL RIGHTS; AND C) EVENING OF ADOPTION CONNECTION GATHERINGS FOR ADULTS WITH ANY EXPERIENCE OF ADOPTION AND FOSTER CARE.$0$59,343
HIGH SCHOOL PRESENTATIONS, WITH TRAINED VOLUNTEER SPEAKERS SHARING THEIR OWN STORIES OF ADOPTION AND FOSTER CARE TO BUILD A MORE INCLUSIVE CULTURE FOR STUDENTS WITH A SIMILAR LIFE STORY.$0$3,069
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER ELDREDGEExecutive DirectorFT$34,125-$34,125
TRACY MURPHYPresidentPT$0--
KRISTINE MOSERVice PresidentPT$0--
KATE GILLENDirectorPT$0--
PARINEZ KASSEMIDirectorPT$0--
KRISTI LALANDirectorPT$0--
MONIQUE LINDQUISTDirectorPT$0--
ELISABETH MORIARTYDirectorPT$0--
ELIZABETH ONCHIRIDirectorPT$0--
LEAH SCHMIDTDirectorPT$0--
LORY SUTTONDirectorPT$0--
CHRISTI THOMPSONDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tea & Talk$16,620-$3,297-
Total Events$16,620-$3,297$-3,297
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
2022-02-14
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 interest income. Amount: 160.

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

Description: meetings. Amount: 948. Description: information technology. Amount: 2,065. Description: insurance. Amount: 6,922. Description: miscellaneous. Amount: 765. Description: payroll taxes. Amount: 5,331. Description: bank charges. Amount: 1,375. Description: advertising & promotion. Amount: 4,930. Description: annual birth mother retreat. Amount: 5,025. Description: special project. Amount: 400. Description: expanded support to birth mothers. Amount: 4,269. Description: cell phones. Amount: 657. Description: office expenses. Amount: 940. Total to form 990-ez, line 16: 33,627.

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

Description: unrealized loss. Amount: -103.

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

Description: other. Beg. Of year amount: 1,370. End of year amount: 0.

Raw XML Appendix233 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/PrimaryExemptPurposeTxt0SINCE 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PEER-BASED SUPPORT NETWORKS SERVE THOSE NAVIGATING THE OFTEN WINDING PATH OF THEIR ADOPTION STORY. PROGRAMS INCLUDE: A) RETREATS FOR WOMEN WHO HAVE PLACED THEIR CHILDREN FOR ADOPTION REGARDLESS OF WHEN; B) SUPPORT MEETINGS FOR WOMEN WHO HAVE EXPERIENCED TERMINATION OF PARENTAL RIGHTS; AND C) EVENING OF ADOPTION CONNECTION GATHERINGS FOR ADULTS WITH ANY EXPERIENCE OF ADOPTION AND FOSTER CARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HIGH SCHOOL PRESENTATIONS, WITH TRAINED VOLUNTEER SPEAKERS SHARING THEIR OWN STORIES OF ADOPTION AND FOSTER CARE TO BUILD A MORE INCLUSIVE CULTURE FOR STUDENTS WITH A SIMILAR LIFE STORY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: UBS INTEREST INCOME. AMOUNT: 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEETINGS. AMOUNT: 948. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,065. DESCRIPTION: INSURANCE. AMOUNT: 6,922. DESCRIPTION: MISCELLANEOUS. AMOUNT: 765. DESCRIPTION: PAYROLL TAXES. AMOUNT: 5,331. DESCRIPTION: BANK CHARGES. AMOUNT: 1,375. DESCRIPTION: ADVERTISING & PROMOTION. AMOUNT: 4,930. DESCRIPTION: ANNUAL BIRTH MOTHER RETREAT. AMOUNT: 5,025. DESCRIPTION: SPECIAL PROJECT. AMOUNT: 400. DESCRIPTION: EXPANDED SUPPORT TO BIRTH MOTHERS. AMOUNT: 4,269. DESCRIPTION: CELL PHONES. AMOUNT: 657. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 940. TOTAL TO FORM 990-EZ, LINE 16: 33,627.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS. AMOUNT: -103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 1,370. END OF YEAR AMOUNT: 0.
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 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.
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75
ReturnHeader/Filer/USAddress/CityNm0ELK RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055330
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/PreparationDt02022-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PETERSON CPA
ReturnHeader/ReturnTs02022-02-24T11:38:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRACY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURPHY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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