Civic Intelligence

Helen W Bell Charitable Foundation

EIN 61-6384143 • Naples, FL

13784 Luna DriveNaples, FL 34109
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

30th percentile

-1.8%

Higher net margin than 30% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$223,412

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

32nd percentile

-0.2%

Faster asset growth than 32% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

88%

Faster revenue growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$16,078,934

Down $27,019 (-0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$16,078,934

Down $27,019 (-0.2%) from 2023

Revenue

Up

$1,480,145

Up $694,772 (+88%) from 2023

Expenses

Down

$1,506,775

Down $239,988 (-14%) from 2023

Net Income

Up

-$26,630

Up $934,760 (+97%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $15,267,217Liabilities 2011: $02011Assets 2012: $16,065,961Liabilities 2012: $02012Assets 2013: $15,639,282Liabilities 2013: $02013Assets 2014: $16,055,494Liabilities 2014: $02014Assets 2015: $16,176,593Liabilities 2015: $02015Assets 2019: $16,073,355Liabilities 2019: $02019Assets 2020: $15,652,673Liabilities 2020: $0Net Assets 2020: $15,652,6732020Assets 2021: $17,284,066Liabilities 2021: $0Net Assets 2021: $17,284,0662021Assets 2022: $17,061,371Liabilities 2022: $0Net Assets 2022: $17,061,3712022Assets 2023: $16,105,953Liabilities 2023: $0Net Assets 2023: $16,105,9532023Assets 2024: $16,078,934Liabilities 2024: $0Net Assets 2024: $16,078,9342024

Highlighted filing

2024

Assets$16,078,934
Liabilities$0
Net Assets$16,078,934

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,170,382Expenses 2011: $853,747Net Income 2011: $1,316,6352011Revenue 2012: $2,188,058Expenses 2012: $1,399,733Net Income 2012: $788,3252012Revenue 2013: $907,179Expenses 2013: $1,338,596Net Income 2013: -$431,4172013Revenue 2014: $1,935,895Expenses 2014: $1,426,522Net Income 2014: $509,3732014Revenue 2015: $1,411,498Expenses 2015: $1,282,601Net Income 2015: $128,8972015Revenue 2019: $1,422,615Expenses 2019: $1,357,003Net Income 2019: $65,6122019Revenue 2020: $847,683Expenses 2020: $1,259,447Net Income 2020: -$411,7642020Revenue 2021: $3,101,209Expenses 2021: $1,465,261Net Income 2021: $1,635,9482021Revenue 2022: $1,108,699Expenses 2022: $1,331,394Net Income 2022: -$222,6952022Revenue 2023: $785,373Expenses 2023: $1,746,763Net Income 2023: -$961,3902023Revenue 2024: $1,480,145Expenses 2024: $1,506,775Net Income 2024: -$26,6302024

Highlighted filing

2024

Revenue$1,480,145
Expenses$1,506,775
Net Income-$26,630

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 8, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MADONNA LINTZENICHTrusteePT$223,412-$223,412
ANDREW J KRAUSETrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONSERVATIVE PARTNERSHIP INSTITUTEUNRESTRICTED GENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$100,000
Paid GrantJUDICIAL WATCHUNRESTRICTED GENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$100,000
Paid GrantK-9S FOR WARRIORSUNRESTRICTED GENERAL OPERATING SUPPORTPCPONTE VEDRA, FL, US$55,000
Paid GrantCANCER SUPPORT SERVICESUNRESTRICTED GENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$50,000
Paid GrantRIVERSIDE HOSPITAL FOUNDATIONUNRESTRICTED GENERAL OPERATING SUPPORTPCLINCOLNSHIRE, IL, US$50,000
Paid GrantSAMARITAN'S PURSEUNRESTRICTED GENERAL OPERATING SUPPORTPCBOONE, NC, US$50,000
Paid GrantMEDIA RESEARCH CENTERUNRESTRICTED GENERAL OPERATING SUPPORTPCRESTON, VA, US$45,000
Paid GrantAMERICAN CORNERSTONE INSTITUTEUNRESTRICTED GENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$40,000
Paid GrantN TEXAS WOUNDED WARRIOR GOLF ASSOCUNRESTRICTED GENERAL OPERATING SUPPORTPCROANOKE, TX, US$40,000
Paid GrantWALSINGHAM ACADEMYUNRESTRICTED GENERAL OPERATING SUPPORTPCWILLIAMSBURG, VA, US$35,000
Paid GrantCONNIE MAXWELL CHILDREN'S MINISTRIESUNRESTRICTED GENERAL OPERATING SUPPORTPCGREENWOOD, SC, US$30,000
Paid GrantINTERCOLLEGIATE STUDIES INSTITUTEUNRESTRICTED GENERAL OPERATING SUPPORTPCWILMINGTON, DE, US$30,000
Paid GrantST THERESE CATHOLIC CHURCHUNRESTRICTED GENERAL OPERATING SUPPORTPCFORT MYERS, FL, US$30,000
Paid GrantSARTCOMM INCUNRESTRICTED GENERAL OPERATING SUPPORTPCTERRE HAUTE, IN, US$30,000
Paid GrantINTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWSUNRESTRICTED GENERAL OPERATING SUPPORTPCCHICAGO, IL, US$25,000
Paid GrantLEADERSHIP INSTITUTEUNRESTRICTED GENERAL OPERATING SUPPORTPCARLINGTON, VA, US$25,000
Paid GrantSOUTHERN STATES EQUINE SAVERSUNRESTRICTED GENERAL OPERATING SUPPORTPCPORTER, TX, US$25,000
Paid GrantVETERANS K9 SOLUTIONSUNRESTRICTED GENERAL OPERATING SUPPORTPCPONTE VEDRA, FL, US$25,000
Paid GrantYOUNG AMERICA'S FOUNDATIONUNRESTRICTED GENERAL OPERATING SUPPORTPCRESTON, VA, US$25,000
Paid GrantAIR FORCE ENLISTED VILLAGEUNRESTRICTED GENERAL OPERATING SUPPORTPCSHALIMAR, FL, US$20,000
Paid GrantFOOD BANK OF ALASKAUNRESTRICTED GENERAL OPERATING SUPPORTPCANCHORAGE, AK, US$20,000
Paid GrantGARDEN CITY RESCUE MISSIONUNRESTRICTED GENERAL OPERATING SUPPORTPCAUGUSTA, GA, US$20,000
Paid GrantQUILTS OF VALOR FOUNDATIONUNRESTRICTED GENERAL OPERATING SUPPORTPCWINTERSET, IA, US$20,000
Paid GrantTURNING POINT USAUNRESTRICTED GENERAL OPERATING SUPPORTPCPHOENIX, AZ, US$20,000
Paid GrantFANNIN COUNTY FOOD PANTRYUNRESTRICTED GENERAL OPERATING SUPPORTPCBONHAM, TX, US$15,000
Paid GrantFEED FANIN INCUNRESTRICTED GENERAL OPERATING SUPPORTPCBLUE RIDGE, GA, US$15,000
Paid GrantPETS FOR VETSUNRESTRICTED GENERAL OPERATING SUPPORTPCCUTLER BAY, FL, US$15,000
Paid GrantSOLDIERS' ANGELSUNRESTRICTED GENERAL OPERATING SUPPORTPCSAN ANTONIO, TX, US$15,000
Paid GrantWILDLIFE WELFAREUNRESTRICTED GENERAL OPERATING SUPPORTPCRALEIGH, NC, US$15,000
Paid GrantWORLD OF HOPE CHRISTIAN CHILDCARE CENTERUNRESTRICTED GENERAL OPERATING SUPPORTPCGROVETOWN, GA, US$15,000
Paid GrantMERCY CHURCHUNRESTRICTED GENERAL OPERATING SUPPORTPCCHARLOTTE, NC, US$10,000
Filing and Contact Details

Filer

Filer Name
Helen W Bell Charitable Foundation
EIN
61-6384143
Phone
2392548461
Address
13784 LUNA DRIVE, NAPLES, FL 34109

Signing Officer

Name
Andrew J Krause
Title
Trustee
Phone
2392548461
Signed
2025-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Jarrad Brown
Phone
2392628686
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