Civic Intelligence

The Bellis Foundation

990PF • Fiscal year 2016 • EIN 47-6656303

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 01, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

94th percentile

74%

Faster asset growth than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

98%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$648,740

Up $275,228 (+74%) from 2015

Net Assets

Up

$648,740

Up $275,228 (+74%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

Up

$347,064

Up $171,400 (+98%) from 2015

Expenses

Up

$10,238

Up $5,508 (+116%) from 2015

Net Income

Up

$336,826

Up $165,892 (+97%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2016

Assets$648,740
Liabilities$0
Net Assets$648,740
Open 2016 Filing

Operations Trend

Revenue Growth93rd 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

2016

Revenue$347,064
Expenses$10,238
Net Income$336,826
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th 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
2017-03-01
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 Appendix301 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHILDREN'S SPORTS TRAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATE THE MEDICAL PROF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KEEPER KITTIES RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SPECIAL OLYMPICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WAYNE COUNTY MEDICAL SOCIETY FOUNDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0496 LEBOEUF LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23031 W GRAND BLVD STE 615
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAYLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049348
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1488010474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0194
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07406
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018873
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07600
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018679
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07406
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LAWRENCE L BELLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0677 GOODALE AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CLAWSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0480171614
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0202446
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0202446
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02700 SHS AMERICAN EXPRESS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt061598
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED DEPREC IN INVESTMENTS IN 2016
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE L BELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05869791330
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB6B03D8B44D0C1A76AF2EBBEBBFCF25550D5611
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073609AB38CAA49401E969D68770BBA8AC849B4F5
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/PreparationDt02017-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD L KATZ
ReturnHeader/ReturnTs02017-03-27T17:42:26+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$648,740
Liabilities
$0
Net assets
$648,740
Revenue
$347,064
Expenses
$10,238
Net income
$336,826
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