Civic Intelligence

Belleair Community Foundation Inc.

990 • Fiscal year 2023 • EIN 45-5425037

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 25, 2024

Organization ProfileWWW.BELLEAIRCOMMUNITYFOUNDATIO
903 Ponce DE Leon BlvdBelleair, FL 33756

(727) 219-1817

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

74th percentile

22%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$222,597

Up $39,763 (+22%) from 2022

Net Assets

Up

$222,597

Up $39,763 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Down

$108,557

Down $83,411 (-43%) from 2022

Expenses

Down

$68,794

Down $24,050 (-26%) from 2022

Net Income

Down

$39,763

Down $59,361 (-60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$300K$200K$100K$0Assets 2013: $93,856Net Assets 2013: $93,8562013Assets 2014: $24,598Liabilities 2014: $0Net Assets 2014: $24,5982014Assets 2015: $14,622Liabilities 2015: $0Net Assets 2015: $14,6222015Assets 2016: $22,221Liabilities 2016: $0Net Assets 2016: $22,2212016Assets 2017: $80,595Liabilities 2017: $0Net Assets 2017: $80,5952017Assets 2018: $77,759Liabilities 2018: $0Net Assets 2018: $77,7592018Assets 2019: $84,208Liabilities 2019: $0Net Assets 2019: $84,2082019Assets 2020: $60,430Liabilities 2020: $0Net Assets 2020: $60,4302020Assets 2021: $83,710Liabilities 2021: $0Net Assets 2021: $83,7102021Assets 2022: $182,834Liabilities 2022: $0Net Assets 2022: $182,8342022Assets 2023: $222,597Liabilities 2023: $0Net Assets 2023: $222,5972023Assets 2024: $206,245Liabilities 2024: $0Net Assets 2024: $206,2452024

Highlighted filing

2023

Assets$222,597
Liabilities$0
Net Assets$222,597
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $93,222Expenses 2013: $22,587Net Income 2013: $70,6352013Revenue 2014: $241,579Expenses 2014: $310,837Net Income 2014: -$69,2582014Revenue 2015: $28,454Expenses 2015: $38,430Net Income 2015: -$9,9762015Revenue 2016: $123,724Expenses 2016: $116,125Net Income 2016: $7,5992016Revenue 2017: $128,172Expenses 2017: $69,798Net Income 2017: $58,3742017Revenue 2018: $250,344Expenses 2018: $253,180Net Income 2018: -$2,8362018Revenue 2019: $93,478Expenses 2019: $72,503Net Income 2019: $20,9752019Revenue 2020: $91,136Expenses 2020: $115,109Net Income 2020: -$23,9732020Revenue 2021: $179,439Expenses 2021: $156,159Net Income 2021: $23,2802021Revenue 2022: $191,968Expenses 2022: $92,844Net Income 2022: $99,1242022Revenue 2023: $108,557Expenses 2023: $68,794Net Income 2023: $39,7632023Revenue 2024: $51,255Expenses 2024: $67,607Net Income 2024: -$16,3522024

Highlighted filing

2023

Revenue$108,557
Expenses$68,794
Net Income$39,763
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 25, 2024
Return Version
2023v5.0
Gross Receipts
$108,557
Mission and Program Overview

Mission

To raise funds and resources for community improvements.

To raise funds and develop other resources for community improvements that will benefit and be enjoyed by residents and visitors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$107,370$131,971▲ $24,601
Cash and Non-Interest-Bearing Accounts$71,827$83,001▲ $11,174
Inventories for Sale or Use-$5,716-
Land, Buildings, and Equipment, Net$3,637$1,909▼ $1,728
Total Assets$182,834$222,597▲ $39,763
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$182,834$222,597▲ $39,763
Total Net Assets Fund Balance$182,834$222,597▲ $39,763
Total Liabilities and Net Assets / Fund Balance$182,834$222,597▲ $39,763

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,909$5,286-
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
K RettstattChairperson
John RichV Chairperson
James McarthurDirector
Jen HallerDirector
Thomas NesslerDirector
Mary E TollD Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$106,314
Program Service Revenue
$0
Investment Income
$2,243
Other Revenue
$0
All Other Contributions
$14,155
Change in Net Assets
$39,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,758
Grants and Similar Amounts Paid$19,499
Total Fundraising Expense$2,595
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,499--$19,499
Other Expenses$17,044--$17,044
Office Expenses$1,749$3,498$2,038$7,285
Fees for Services Legal-$3,599-$3,599
Information Technology-$2,846$503$3,349
Benefits to Members$2,537--$2,537
Insurance$1,782--$1,782
Depreciation Depletion-$1,439-$1,439
Fees for Services Accounting-$375-$375
Advertising--$54$54
Total Functional Expenses$54,442$11,757$2,595$68,794
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of BelleairBelleair, FL-Support$12,900
Town of BelleairBelleair, FL-Equipment$6,599
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

990 Part VI Line 11B

“The tax return is prepared by an independent accountant and is reviewed by an officer of the organization prior to filing. Copies of the tax return are later distribruted to the board members for review.”

990 Part VI Line 12C

“Officers and directors annually sign a statement affirming they have received read and agree to comply with the policy”

990 Part VI Line 15

“No board member or officer receives compensation for serving on the board and there are no employees”

990 Part VI Line 18

“All documents including the form 1023 and form 990 are available for public review by request to the chairperson at 903 ponce de leon, belleair, fl 33758”

990 Part VI Line 19

“All governing documents including the conflict of interest policy and financial statements are available by request to the chairperson at 903 ponce de leon belleair fl 33758”

Filing and Contact Details

Filer

Filer Name
Belleair Community Foundation
EIN
45-5425037
Address
903 PONCE DE LEON BLVD, BELLEAIR, FL 33756

Signing Officer

Name
Karla Rettstatt
Title
Chairperson
Phone
7274247047
Signed
2024-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karla Rettstatt
Formed
2012
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Suncoast Financial Services
Address
557 S DUNCAN AVENUE, CLEARWATER, FL 33763
Preparer
Gerard E Trask
Phone
7275350450
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND DIRECTORS ANNUALLY SIGN A STATEMENT AFFIRMING THEY HAVE RECEIVED READ AND AGREE TO COMPLY WITH THE POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO BOARD MEMBER OR OFFICER RECEIVES COMPENSATION FOR SERVING ON THE BOARD AND THERE ARE NO EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS INCLUDING THE FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC REVIEW BY REQUEST TO THE CHAIRPERSON AT 903 PONCE DE LEON, BELLEAIR, FL 33758
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 PART VI LINE 12C
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ReturnHeader/ReturnTs02024-08-10T10:10:28-04:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$222,597
Liabilities
$0
Net assets
$222,597
Revenue
$108,557
Expenses
$68,794
Net income
$39,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.00$2.06$0.51$0.68$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$1.09$0.69$0.40
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.92$0.93$0.99
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.79$1.56$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.91$1.15$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.93$0.73$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$2.50$2.53$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.28$0.70$0.58
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.24$1.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.28$0.38$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$2.42$3.11$0.69
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.93$0.23$0.71