Civic Intelligence

Belle Grove Inc.

990 • Fiscal year 2019 • EIN 54-1047175

Jan 01, 2019 to Dec 31, 2019 • Filed on May 14, 2020

Organization ProfileWWW.BELLEGROVE.ORG
PO Box 537Middletown, VA 22645

(540) 869-2028

Siviq Scores

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

Liabilities / Assets

41st percentile

0.04x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.18x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

60th percentile

7.4%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$2,369,657

Up $47,613 (+2.1%) from 2018

Net Assets

Up

$2,271,862

Up $39,420 (+1.8%) from 2018

Liabilities

Up

$97,795

Up $8,193 (+9.1%) from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin60th percentile

Revenue

Down

$531,032

Down $983,295 (-65%) from 2018

Expenses

Up

$491,609

Up $31,418 (+6.8%) from 2018

Net Income

Down

$39,423

Down $1,014,713 (-96%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,202,251Liabilities 2011: $31,866Net Assets 2011: $1,170,3852011Assets 2012: $1,271,079Liabilities 2012: $68,596Net Assets 2012: $1,202,4832012Assets 2013: $1,327,877Liabilities 2013: $64,877Net Assets 2013: $1,263,0002013Assets 2014: $1,348,741Liabilities 2014: $42,317Net Assets 2014: $1,306,4242014Assets 2015: $1,332,311Liabilities 2015: $46,430Net Assets 2015: $1,285,8812015Assets 2016: $1,425,146Liabilities 2016: $70,470Net Assets 2016: $1,354,6762016Assets 2017: $1,269,920Liabilities 2017: $91,714Net Assets 2017: $1,178,2062017Assets 2018: $2,322,044Liabilities 2018: $89,602Net Assets 2018: $2,232,4422018Assets 2019: $2,369,657Liabilities 2019: $97,795Net Assets 2019: $2,271,8622019Assets 2020: $2,372,505Liabilities 2020: $47,304Net Assets 2020: $2,325,2012020Assets 2021: $3,411,153Liabilities 2021: $36,735Net Assets 2021: $3,374,4182021Assets 2022: $3,455,833Liabilities 2022: $71,005Net Assets 2022: $3,384,8282022Assets 2023: $3,968,281Liabilities 2023: $34,390Net Assets 2023: $3,933,8912023Assets 2024: $6,052,469Liabilities 2024: $97,682Net Assets 2024: $5,954,7872024

Highlighted filing

2019

Assets$2,369,657
Liabilities$97,795
Net Assets$2,271,862
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $101,717Expenses 2011: $138,823Net Income 2011: -$37,1062011Expenses 2012: $433,2902012Revenue 2013: $492,397Expenses 2013: $407,145Net Income 2013: $85,2522013Revenue 2014: $419,555Expenses 2014: $410,483Net Income 2014: $9,0722014Revenue 2015: $326,356Expenses 2015: $386,086Net Income 2015: -$59,7302015Revenue 2016: $613,064Expenses 2016: $560,583Net Income 2016: $52,4812016Revenue 2017: $416,795Expenses 2017: $537,921Net Income 2017: -$121,1262017Revenue 2018: $1,514,327Expenses 2018: $460,191Net Income 2018: $1,054,1362018Revenue 2019: $531,032Expenses 2019: $491,609Net Income 2019: $39,4232019Revenue 2020: $522,790Expenses 2020: $469,726Net Income 2020: $53,0642020Revenue 2021: $1,544,590Expenses 2021: $495,374Net Income 2021: $1,049,2162021Revenue 2022: $576,318Expenses 2022: $565,768Net Income 2022: $10,5502022Revenue 2023: $1,210,912Expenses 2023: $663,250Net Income 2023: $547,6622023Revenue 2024: $2,829,250Expenses 2024: $808,354Net Income 2024: $2,020,8962024

Highlighted filing

2019

Revenue$531,032
Expenses$491,609
Net Income$39,423
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 14, 2020
Return Version
2019v5.1
Gross Receipts
$531,032
Mission and Program Overview

Mission

To maintain historic property of belle grove inc for the educational use of the general public

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$387,240$1,592,699▲ $1,205,459
Investments Program Related$234,249$268,595▲ $34,346
Savings and Temporary Cash Investments$678,838$98,123▼ $580,715
Cash and Non-Interest-Bearing Accounts$23,759$33,212▲ $9,453
Inventories for Sale or Use$35,777$31,460▼ $4,317
Prepaid Expenses and Deferred Charges$2,947$1,180▼ $1,767
Total Assets$2,322,044$2,369,657▲ $47,613
Other Assets Total$959,234$344,388▼ $614,846
Liabilities
Accounts Payable and Accrued Expenses$89,602$97,795▲ $8,193
Total Liabilities$89,602$97,795▲ $8,193
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,232,442$2,271,862▲ $39,420
Total Net Assets Fund Balance$2,232,442$2,271,862▲ $39,420
Total Liabilities and Net Assets / Fund Balance$2,322,044$2,369,657▲ $47,613

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$113,655$328,841$442,496
Buildings$1,259,176$366,393$366,917
Land$221,000-$221,000
Equipment$-1,132$149,341$148,209
Investment Program Related Org$268,595--
Other Assets Org$344,388--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$261,121$-12,236▼ $8,838-$240,047
2017$236,423$-12,424▲ $35,364-$259,363
2016$236,842$-11,517▲ $11,098-$236,423
2015$260,526$-12,168▼ $11,516-$236,842
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Suzanne PorterChair
John ClanceyChair-elect
Autumn WalakiraDirector
Ben WeberDirector
Beverley B ShoemakerDirector
Candace ClinedinstDirector
Katie HarvardDirector
Matt UbbenDirector
Matthew ShafferDirector
Melanie HenryDirector
Michael PerryDirector
Robert MoweryDirector
Sandra DunkleDirector
Susan OldDirector
Kristen LaiseExecutive Director
Lyne LeithAssistant Treasurer
Nancy L ComerSecretary
John AdamsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$333,786
Program Service Revenue
$120,582
Investment Income
$0
Other Revenue
$76,664
All Other Contributions
$286,428
Change in Net Assets
$39,423

Audited Revenue Reconciliation

Revenue per Audited Statements
$531,031
Total Revenue per Audited Statements
$531,031
Total Revenue per Form 990
$531,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$288,390
Other Expenses$203,219
Total Fundraising Expense$4,041
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$173,351$67,414-$240,765
Occupancy$49,092$19,091-$68,183
Depreciation Depletion$53,193--$53,193
Other Employee Benefits$21,621$8,408-$30,029
Fees for Services Accounting-$20,205-$20,205
Payroll Taxes$12,669$4,927-$17,596
Insurance-$16,358-$16,358
All Other Expenses$4,295$9,974-$14,269
Advertising$6,451$944$4,041$11,436
Information Technology-$7,902-$7,902
Conferences and Meetings$2,120$824-$2,944
Office Expenses$1,548$602-$2,150
Travel$1,384--$1,384
Other Expenses$1,365$1,521-$1,365
Total Functional Expenses$328,907$158,661$4,041$491,609

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$491,610
Total Expenses per Audited Statements$491,610
Total Expenses per Form 990$491,610
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Form 990 was submitted to the president and the finance committee prior to filing”

Officer director etc mailing address Part VI line 9

“Members receive discounted amounts on events to the organizations but have no voting privileges on policy etc”

Conflict of interest policy compliance Part VI line 12C

“Organization has regular board meetings to monitor compliance with its conflict of interest policy and any non compliance is fully discussed and addressed.”

CEO executive director top management comp Part VI line 15A

“The president and key personnel salaries are approved by the board prior to being awarded”

Other officer or key employee compensation Part VI line 15B

“All key personnel compensation is approved by the board”

Governing documents etc available to public Part VI line 19

“Governing documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Belle Grove Inc
EIN
54-1047175
Address
PO BOX 537, MIDDLETOWN, VA 22645

Signing Officer

Name
Kristen Laise
Title
Executive Direc
Phone
5408692028
Signed
2020-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen Laise
Formed
1940
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
10

Preparer

Firm
Accounting Associates
Address
11403 Patriot Ln, Potomac, MD 20854
Preparer
Michael Wu
Phone
3015007027
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“PRIOR PERIOD ADJUSTMENT”

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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,369,657
Liabilities
$97,795
Net assets
$2,271,862
Revenue
$531,032
Expenses
$491,609
Net income
$39,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.10$5.95$2.83$0.81$2.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.03$3.93$1.21$0.66$0.55
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.07$3.38$0.58$0.57$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.04$3.37$1.54$0.50$1.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.05$2.33$0.52$0.47$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.10$2.27$0.53$0.49$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.09$2.23$1.51$0.46$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.09$1.18$0.42$0.54$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.07$1.35$0.61$0.56$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.05$1.29$0.33$0.39$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.04$1.31$0.42$0.41$0.01
2013Summary only. Only limited summary data is available for this year.$1.33$0.06$1.26$0.49$0.41$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.07$1.20$0.43
2011Summary only. Only limited summary data is available for this year.$1.20$0.03$1.17$0.10$0.14$0.04