Civic Intelligence

The Bellis Foundation

990PF • Fiscal year 2015 • EIN 47-6656303

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 18, 2016

Organization Profile
677 Goodale AvenueClawson, MI 48017-1614

(586) 979-1330

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

93rd percentile

112%

Faster asset growth than 93% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

48th percentile

-0.5%

Faster revenue growth than 48% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$373,512

Up $197,045 (+112%) from 2014

Net Assets

$373,512

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Down

$175,664

Down $803 (-0.5%) from 2014

Expenses

Up

$4,730

Up $4,730 from 2014

Net Income

Down

$170,934

Down $5,533 (-3.1%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$15M$10M$5.0M$0Assets 2014: $176,467Liabilities 2014: $02014Assets 2015: $373,512Liabilities 2015: $0Net Assets 2015: $373,5122015Assets 2016: $648,740Liabilities 2016: $0Net Assets 2016: $648,7402016Assets 2017: $1,008,545Liabilities 2017: $0Net Assets 2017: $1,008,5452017Assets 2018: $1,625,926Liabilities 2018: $0Net Assets 2018: $1,625,9262018Assets 2019: $2,542,222Liabilities 2019: $0Net Assets 2019: $2,542,2222019Assets 2020: $2,903,106Liabilities 2020: $0Net Assets 2020: $2,903,1062020Assets 2021: $3,999,133Liabilities 2021: $0Net Assets 2021: $3,999,1332021Assets 2022: $8,964,891Liabilities 2022: $7,128Net Assets 2022: $8,957,7632022Assets 2023: $11,278,765Liabilities 2023: $0Net Assets 2023: $11,278,7652023Assets 2024: $597,173Liabilities 2024: $0Net Assets 2024: $597,1732024

Highlighted filing

2015

Assets$373,512
Liabilities$0
Net Assets$373,512
Open 2015 Filing

Operations Trend

Revenue Growth48th percentile

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

$40M$20M$0-$20MRevenue 2014: $176,467Expenses 2014: $0Net Income 2014: $176,4672014Revenue 2015: $175,664Expenses 2015: $4,730Net Income 2015: $170,9342015Revenue 2016: $347,064Expenses 2016: $10,238Net Income 2016: $336,8262016Revenue 2017: $393,109Expenses 2017: $24,761Net Income 2017: $368,3482017Revenue 2018: $587,903Expenses 2018: $40,789Net Income 2018: $547,1142018Revenue 2019: $569,792Expenses 2019: $56,000Net Income 2019: $513,7922019Revenue 2020: $87,914Expenses 2020: $92,500Net Income 2020: -$4,5862020Revenue 2021: $58,297Expenses 2021: $149,651Net Income 2021: -$91,3542021Revenue 2022: $6,032,956Expenses 2022: $176,743Net Income 2022: $5,856,2132022Revenue 2023: $228,110Expenses 2023: $354,931Net Income 2023: -$126,8212023Revenue 2024: $20,415,437Expenses 2024: $32,580,953Net Income 2024: -$12,165,5162024

Highlighted filing

2015

Revenue$175,664
Expenses$4,730
Net Income$170,934
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 18, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE L BELLISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bellis Foundation
EIN
47-6656303
Phone
5869791330
Address
677 GOODALE AVENUE, CLAWSON, MI 48017-1614

Signing Officer

Name
Lawrence L Bellis
Title
Trustee
Phone
5869791330
Signed
2016-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Katz & Associates CPA Pc
Address
3290 W BIG BEAVER RD SUITE 455, TROY, MI 48084-2915
Preparer
Ronald L Katz
Phone
2486497272
Raw XML Appendix254 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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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CLAWSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0480171614
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE L BELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05869791330
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BELLIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0476656303
ReturnHeader/Filer/PhoneNum05869791330
ReturnHeader/Filer/USAddress/AddressLine1Txt0677 GOODALE AVENUE
ReturnHeader/Filer/USAddress/CityNm0CLAWSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480171614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382845898
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATZ & ASSOCIATES CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03290 W BIG BEAVER RD SUITE 455
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480842915
ReturnHeader/PreparerPersonGrp/PhoneNum02486497272
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD L KATZ
ReturnHeader/ReturnTs02016-04-04T13:55:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$373,512
Liabilities
$0
Net assets
$373,512
Revenue
$175,664
Expenses
$4,730
Net income
$170,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$20.4$32.6$12.2
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.23$0.35$0.13
2022Detailed filing. Detailed filing data is available for this year.$8.96$0.01$8.96$6.03$0.18$5.86
2021Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.06$0.15$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.57$0.06$0.51
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.59$0.04$0.55
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.39$0.02$0.37
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.35$0.01$0.34
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.18$0.00$0.17
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.00$0.18