Civic Intelligence

Belin Foundation

990PF • Fiscal year 2013 • EIN 76-0163560

Nov 01, 2012 to Oct 31, 2013 • Filed on Mar 12, 2013

Organization Profile
2438 Windmill DriveSuite77406
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

1st percentile

-56%

Faster asset growth than 1% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,166,444

Down $2,797,080 (-56%) from 2012

Net Assets

Down

$2,166,444

Down $2,797,080 (-56%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,068,248

Up $2,914,209 (+1892%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$15M$10M$5.0M$0Assets 2011: $4,832,790Liabilities 2011: $02011Assets 2012: $4,963,524Liabilities 2012: $0Net Assets 2012: $4,963,5242012Assets 2013: $2,166,444Liabilities 2013: $0Net Assets 2013: $2,166,4442013Assets 2014: $2,317,166Liabilities 2014: $0Net Assets 2014: $2,317,1662014Assets 2015: $2,389,275Liabilities 2015: $02015Assets 2018: $2,467,055Liabilities 2018: $0Net Assets 2018: $2,467,0552018Assets 2019: $2,684,548Liabilities 2019: $0Net Assets 2019: $2,684,5482019Assets 2020: $2,758,965Liabilities 2020: $0Net Assets 2020: $2,758,9652020Assets 2021: $3,146,976Liabilities 2021: $0Net Assets 2021: $3,146,9762021Assets 2022: $2,733,103Liabilities 2022: $0Net Assets 2022: $2,733,1032022Assets 2023: $8,973,704Liabilities 2023: $0Net Assets 2023: $8,973,7042023Assets 2024: $10,007,805Liabilities 2024: $0Net Assets 2024: $10,007,8052024

Highlighted filing

2013

Assets$2,166,444
Liabilities$0
Net Assets$2,166,444
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $206,520Expenses 2011: $201,419Net Income 2011: $5,1012011Expenses 2012: $154,0392012Expenses 2013: $3,068,2482013Revenue 2014: $99,116Expenses 2014: $23,124Net Income 2014: $75,9922014Revenue 2015: $140,925Expenses 2015: $23,090Net Income 2015: $117,8352015Revenue 2018: $96,279Expenses 2018: $35,944Net Income 2018: $60,3352018Revenue 2019: $108,696Expenses 2019: $28,377Net Income 2019: $80,3192019Revenue 2020: $179,312Expenses 2020: $152,145Net Income 2020: $27,1672020Revenue 2021: $226,591Expenses 2021: $162,883Net Income 2021: $63,7082021Revenue 2022: $55,899Expenses 2022: $58,600Net Income 2022: -$2,7012022Revenue 2023: $6,417,469Expenses 2023: $332,682Net Income 2023: $6,084,7872023Revenue 2024: $934,373Expenses 2024: $451,611Net Income 2024: $482,7622024

Highlighted filing

2013

Revenue-
Expenses$3,068,248
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Mar 12, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN BELINPresident-$0--
LAURIE MAHLMANNVice President-$0--
CHAD MAHLMANNVice President & Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE PART XV SCHEDULE ATTACHEDSEE ATTACHMENT 17PUBLICHOUSTON, TX, US$3,039,239
Filing and Contact Details

Filer

EIN
76-0163560
Raw XML Appendix348 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV043739
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AVALON FIXED - ATTACHMENT 16
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0843705
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32012-10-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0AVALON EQUITY- SEE ATTACHMENT 15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1AVALON EQUITY- SEE ATTACHMENT 15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2AVALON FIXED - SEE ATTACHMENT 15
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARY ANN BELIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LAURIE MAHLMANN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHAD MAHLMANN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRESIDENT & SECRETARY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112438 WINDMILL DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122438 WINDMILL DRIVE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MARY ANN BELIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02816338201
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0MARY ANN BELIN
IRS990PF/SupplementaryInformation/ContributingManager12438 WINDMILL DRIVE
IRS990PF/SupplementaryInformation/ContributingManager2RICHMOND TEXAS 77406
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03039239
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SEE ATTACHMENT 17
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE PART XV SCHEDULE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0SEE ATTACHMENT 17
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SEE PART XV SCHEDULE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077406
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03039239
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0141001
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0141001
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40214627
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear03116333
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02901706
IRS990PF/UndistributedIncome/ExcessFromYear40214627
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions03042707
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02901706
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus03116333
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0214627
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue0172
OtherAssetsSchedule/OtherAssets/Description0PURCHASED INTEREST
OtherAssetsSchedule/OtherAssets/EOYBookValue00
OtherAssetsSchedule/OtherAssets/EOYFMV00
OtherDecreasesSchedule/OtherDecreases/Amount0197696
OtherDecreasesSchedule/OtherDecreases/Description0DECREASE IN FMV
OtherExpensesSchedule/OtherExpenses/Description0WESTWOOD SHORES JV K-1
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0808
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0808
OtherIncomeSchedule2/OtherIncome/Description0WESTWOOD SHORES JV K-1
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount017111
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0AVALON ADVISORS ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome017111
TaxesSchedule/Taxes/Amount037
TaxesSchedule/Taxes/Amount13925
TaxesSchedule/Taxes/Amount2193
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1FEDERAL INCOME TAX
TaxesSchedule/Taxes/Category2WESTWOOD SHORES JV K-1
TaxesSchedule/Taxes/NetInvestmentIncome037
TaxesSchedule/Taxes/NetInvestmentIncome1193
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0760163560
ReturnHeader/Filer/InCareOfName0% MARY ANN BELIN
ReturnHeader/Filer/Name/BusinessNameLine10BELIN FOUNDATION
ReturnHeader/Filer/NameControl0BELI
ReturnHeader/Filer/Phone02816338201
ReturnHeader/Filer/USAddress/AddressLine102438 WINDMILL DRIVE
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0RICHMOND
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077406
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-03-12
ReturnHeader/Officer/Name0MARY ANN BELIN
ReturnHeader/Officer/Phone02816338201
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARGOLIS PHIPPS & WRIGHT PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101400 POST OAK BLVD STE 900
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0770563009
ReturnHeader/Preparer/Name0CARL UPCHURCH
ReturnHeader/Preparer/Phone07136253500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-13T15:06:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,166,444
Liabilities
$0
Net assets
$2,166,444
Revenue
-
Expenses
$3,068,248
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.00$10.0$0.93$0.45$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$0.00$8.97$6.42$0.33$6.08
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.06$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.23$0.16$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.18$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.11$0.03$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.10$0.04$0.06
2015Summary only. Only limited summary data is available for this year.$2.39$0.00$0.14$0.02$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.10$0.02$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$3.07
2012Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.15
2011Summary only. Only limited summary data is available for this year.$4.83$0.00$0.21$0.20$0.01