Civic Intelligence

Bellis

990EZ • Fiscal year 2022 • EIN 41-1444119

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 13, 2023

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

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$49,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 35.5% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-10%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

-1.6%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$179,110

Down $20,406 (-10%) from 2021

Net Assets

Down

$177,405

Down $22,111 (-11%) from 2021

Liabilities

Up

$1,705

Up $1,705 from 2021

Revenue

Down

$138,155

Down $2,317 (-1.6%) from 2021

Expenses

Up

$160,172

Up $44,397 (+38%) from 2021

Net Income

Down

-$22,017

Down $46,714 (-189%) from 2021

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

2022

Assets$179,110
Liabilities$1,705
Net Assets$177,405

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

2022

Revenue$138,155
Expenses$160,172
Net Income-$22,017
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 13, 2023
Return Version
2021v4.2
Gross Receipts
$154,096
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 was founded in 1983, initially as the adoption option committee inc., by a group of women in the minneapolis area to offer educational and housing support to mothers facing challenges related to stigma, family relationships, and health after placing a child for adoption. Since then, bellis has expanded its expertise and transformed its services to meet two overlooked needs within the adoption community: peer-based emotional support and public awareness about diverse adoption experiences. Bellis is one of only a few organizations in the united states to offer safe and shame-free environments for mothers navigating the complex emotions of adoption. Bellis is the only organization in the nation that serves mothers who have lost custody.

Program Services

DescriptionGrantsExpenses
PEER-BASED NETWORKS: OUR PRIMARY FOCUS IS PEER-BASED EMOTIONAL SUPPORT PROGRAMS FOR INDIVIDUALS WITH AN ADOPTION EXPERIENCE. LICENSED PROFESSIONALS ENSURES THAT SHARING LIFE STORIES HAPPENS IN A SAFE AND SUPPORTIVE ENVIRONMENT THAT OFFERS VALIDATION AND ACCEPTANCE IN THE FOLLOWING PROGRAMS: RETREATS FOR BIRTH MOTHERS; WEEKLY SUPPORT GROUPS FOR MOTHERS WHOSE PARENTAL RIGHTS ARE TERMINATED (TPR); EVENING OF ADOPTION CONNECTION MONTHLY CONVERSATION FOR ADULTS WITH ANY TYPE OF ADOPTION AND FOSTER CARE EXPERIENCE.$0$105,009
CLASSROOM PRESENTATIONS: PARTICIPANTS IN PEER-SUPPORT GROUPS, ALONG WITH INDIVIDUALS WITH A VARIETY OF ADOPTION AND FOSTER CARE CONNECTIONS, VISIT MIDDLE AND HIGH SCHOOLS TO SHARE THEIR ADOPTION STORIES, WITH THE GOAL OF DESTIGMATIZING AND DEMYSTIFYING ADOPTION. THE PRESENTERS ARE TRAINED AND SUPPORTED BY BELLIS IN DEVELOPING THE SKILLS TO TELL THEIR STORIES TO STUDENTS EFFECTIVELY.$0$1,064
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER ELDREDGEExecutive DirectorFT$49,000-$49,000
TRACY MURPHYPresidentPT$0--
KRISTINE MOSERVice PresidentPT$0--
MONIQUE LINDQUISTTreasurerPT$0--
KATE GILLENDirector - Thru MarPT$0--
KRISTI LALANDirector - Thru JanPT$0--
ELISABETH MORIARTYDirector - Thru MarPT$0--
ELIZABETH ONCHIRIDirector - Thru JanPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tea & Talk$12,628-$4,821-
Total Events$12,628-$4,821$-4,821
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
2023-02-13
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: 66.

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

Description: advertising & promotion. Amount: 11,009. Description: annual birth mother retreat. Amount: 6,660. Description: bank charges. Amount: 1,270. Description: cell phones. Amount: 642. Description: expanded support to birth mothers. Amount: 41,735. Description: information technology. Amount: 2,004. Description: insurance. Amount: 6,342. Description: meetings. Amount: 873. Description: miscellaneous. Amount: 3,171. Description: office expenses. Amount: 3,200. Description: payroll taxes. Amount: 4,797. Description: special project. Amount: 496. Total to form 990-ez, line 16: 82,199.

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

Description: unrealized loss. Amount: -94.

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

Description: credit card liability. Beg. Of year amount: 0. End of year amount: 284. Description: payroll tax liability. Beg. Of year amount: 0. End of year amount: 1,421.

Raw XML Appendix209 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 WAS FOUNDED IN 1983, INITIALLY AS THE ADOPTION OPTION COMMITTEE INC., BY A GROUP OF WOMEN IN THE MINNEAPOLIS AREA TO OFFER EDUCATIONAL AND HOUSING SUPPORT TO MOTHERS FACING CHALLENGES RELATED TO STIGMA, FAMILY RELATIONSHIPS, AND HEALTH AFTER PLACING A CHILD FOR ADOPTION. SINCE THEN, BELLIS HAS EXPANDED ITS EXPERTISE AND TRANSFORMED ITS SERVICES TO MEET TWO OVERLOOKED NEEDS WITHIN THE ADOPTION COMMUNITY: PEER-BASED EMOTIONAL SUPPORT AND PUBLIC AWARENESS ABOUT DIVERSE ADOPTION EXPERIENCES. BELLIS IS ONE OF ONLY A FEW ORGANIZATIONS IN THE UNITED STATES TO OFFER SAFE AND SHAME-FREE ENVIRONMENTS FOR MOTHERS NAVIGATING THE COMPLEX EMOTIONS OF ADOPTION. BELLIS IS THE ONLY ORGANIZATION IN THE NATION THAT SERVES MOTHERS WHO HAVE LOST CUSTODY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM PRESENTATIONS: PARTICIPANTS IN PEER-SUPPORT GROUPS, ALONG WITH INDIVIDUALS WITH A VARIETY OF ADOPTION AND FOSTER CARE CONNECTIONS, VISIT MIDDLE AND HIGH SCHOOLS TO SHARE THEIR ADOPTION STORIES, WITH THE GOAL OF DESTIGMATIZING AND DEMYSTIFYING ADOPTION. THE PRESENTERS ARE TRAINED AND SUPPORTED BY BELLIS IN DEVELOPING THE SKILLS TO TELL THEIR STORIES TO STUDENTS EFFECTIVELY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: UBS INTEREST INCOME. AMOUNT: 66.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING & PROMOTION. AMOUNT: 11,009. DESCRIPTION: ANNUAL BIRTH MOTHER RETREAT. AMOUNT: 6,660. DESCRIPTION: BANK CHARGES. AMOUNT: 1,270. DESCRIPTION: CELL PHONES. AMOUNT: 642. DESCRIPTION: EXPANDED SUPPORT TO BIRTH MOTHERS. AMOUNT: 41,735. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,004. DESCRIPTION: INSURANCE. AMOUNT: 6,342. DESCRIPTION: MEETINGS. AMOUNT: 873. DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,171. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,200. DESCRIPTION: PAYROLL TAXES. AMOUNT: 4,797. DESCRIPTION: SPECIAL PROJECT. AMOUNT: 496. TOTAL TO FORM 990-EZ, LINE 16: 82,199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS. AMOUNT: -94.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD LIABILITY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 284. DESCRIPTION: PAYROLL TAX LIABILITY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,421.
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/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/PreparationDt02023-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PETERSON CPA
ReturnHeader/ReturnTs02023-02-13T10:14:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRACY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURPHY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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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