Civic Intelligence

The Belize Fund

990EZ • Fiscal year 2018 • EIN 46-1117646

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 20, 2019

163 Melrose RoadSusquehanna, PA 18847-7986

(570) 727-3614

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

8th percentile

-55%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Down

$6,898

Down $8,474 (-55%) from 2017

Net Assets

Down

$6,898

Down $8,474 (-55%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$48,603

Up $9,633 (+25%) from 2017

Expenses

Up

$57,077

Up $18,115 (+46%) from 2017

Net Income

Down

-$8,474

Down $8,482 (-106025%) from 2017

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2016: $15,364Net Assets 2016: $15,3642016Assets 2017: $15,372Net Assets 2017: $15,3722017Assets 2018: $6,898Liabilities 2018: $0Net Assets 2018: $6,8982018Assets 2019: $6,283Net Assets 2019: $6,2832019Assets 2020: $8,693Net Assets 2020: $8,6932020Assets 2021: $5,655Net Assets 2021: $5,6552021Assets 2022: $466Net Assets 2022: $4662022Assets 2023: $376Net Assets 2023: $3762023Assets 2024: $276Net Assets 2024: $2762024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2018

Assets$6,898
Liabilities$0
Net Assets$6,898

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2016: $57,705Expenses 2016: $50,724Net Income 2016: $6,9812016Revenue 2017: $38,970Expenses 2017: $38,962Net Income 2017: $82017Revenue 2018: $48,603Expenses 2018: $57,077Net Income 2018: -$8,4742018Revenue 2019: $27,294Expenses 2019: $27,909Net Income 2019: -$6152019Revenue 2020: $15,000Expenses 2020: $12,590Net Income 2020: $2,4102020Revenue 2021: $0Expenses 2021: $3,038Net Income 2021: -$3,0382021Revenue 2022: $0Expenses 2022: $5,189Net Income 2022: -$5,1892022Revenue 2023: $10Expenses 2023: $100Net Income 2023: -$902023Revenue 2024: $0Expenses 2024: $100Net Income 2024: -$1002024Revenue 2025: $02025

Highlighted filing

2018

Revenue$48,603
Expenses$57,077
Net Income-$8,474
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 20, 2019
Return Version
2018v3.1
Gross Receipts
$65,298
Mission and Program Overview

Mission

To secure and provide funds to provide education and health services for the children of Belize.

Program Services

DescriptionGrantsExpenses
Education and health services$0$53,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sri AkhenatonPresidentFT$0--
Marlene IrisVice PresidentPT$0--
Gail A LancasterTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Belize Fund
EIN
46-1117646
Phone
5707273614
Address
163 Melrose Road, Susquehanna, PA 18847-7986

Signing Officer

Name
Marlene Iris
Title
Vice-President
Phone
5707273614
Signed
2019-03-20

Preparer

Firm
Prf Services Ltd
Address
5205 EAST DR STE P, HALETHORPE, MD 21227-2403
Preparer
Philip R Fink
Phone
4102479619
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Sales tax 62.

Form 990EZ, Part I, Line 16

Association dues 180.

Form 990EZ, Part I, Line 16

Donations 1660.

Form 990EZ, Part I, Line 16

Telephone 1139.

Raw XML Appendix152 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Marlene Iris
IRS990EZ/BooksInCareOfDetail/PhoneNum05707273614
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0163 Melrose Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Susquehanna
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0188477986
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06898
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053700
IRS990EZ/CostOfGoodsSoldAmt0513
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8474
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015372
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06898
IRS990EZ/FundraisingGrossIncomeAmt010500
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0585
IRS990EZ/GrossReceiptsAmt065298
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01098
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015372
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06898
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015372
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06898
IRS990EZ/OccupancyRentUtltsAndMaintAmt044686
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sri Akhenaton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marlene Iris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gail A Lancaster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03041
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To secure and provide funds to provide education and health services for the children of Belize.
IRS990EZ/PrintingPublicationsPostageAmt09050
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education and health services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053700
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016182
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5682
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057077
IRS990EZ/TotalProgramServiceExpensesAmt053700
IRS990EZ/TotalRevenueAmt048603
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt044641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0259311
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0259311
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054904
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt048361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044641
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0259311
IRS990ScheduleA/TotalSupportAmt0259311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales tax 62.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Association dues 180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Donations 1660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone 1139.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marlene Iris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice-President
ReturnHeader/BusinessOfficerGrp/PhoneNum05707273614
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Belize Fund
ReturnHeader/Filer/BusinessNameControlTxt0BELI
ReturnHeader/Filer/EIN0461117646
ReturnHeader/Filer/PhoneNum05707273614
ReturnHeader/Filer/USAddress/AddressLine1Txt0163 Melrose Road
ReturnHeader/Filer/USAddress/CityNm0Susquehanna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0188477986
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06170C1C0E3B3FAF083B65FFB5549EB66575011A3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06170C1C0E3B3FAF083B65FFB5549EB66575011A3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.16.77.131
ReturnHeader/FilingSecurityInformation/IPDt02019-03-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:06:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRF SERVICES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05205 EAST DR STE P
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HALETHORPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0212272403
ReturnHeader/PreparerPersonGrp/PhoneNum04102479619
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip R Fink
ReturnHeader/ReturnTs02019-03-20T11:06:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits