Civic Intelligence

Belin Foundation

990PF • Fiscal year 2019 • EIN 76-0163560

Nov 01, 2018 to Oct 31, 2019 • Filed on Feb 27, 2020

Organization Profile
1330 Post Oak Blvd Suite 2400Houston, TX 77056-3031

(281) 633-8201

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

68th percentile

8.8%

Faster asset growth than 68% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,684,548

Up $217,493 (+8.8%) from 2018

Net Assets

Up

$2,684,548

Up $217,493 (+8.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Up

$108,696

Up $12,417 (+13%) from 2018

Expenses

Down

$28,377

Down $7,567 (-21%) from 2018

Net Income

Up

$80,319

Up $19,984 (+33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2019

Assets$2,684,548
Liabilities$0
Net Assets$2,684,548
Open 2019 Filing

Operations Trend

Revenue Growth68th percentile

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

2019

Revenue$108,696
Expenses$28,377
Net Income$80,319
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Feb 27, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN BELINPresident-$0--
LAURIE MAHLMANNVice President-$0--
CHAD MAHLMANNVice President, Secretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Belin Foundation
EIN
76-0163560
Phone
2816338201
Address
1330 POST OAK BLVD SUITE 2400, HOUSTON, TX 77056-3031

Signing Officer

Name
Mary Ann Belin
Title
Officer
Phone
2816338201
Signed
2020-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD STE 2400, HOUSTON, TX 77056
Preparer
Carl Upchurch
Phone
7136253500
Raw XML Appendix335 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY ANN BELIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURIE MAHLMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHAD MAHLMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT, SECRETARY, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0800 BENTWATER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1800 BENTWATER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2800 BENTWATER DRIVE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01330 POST OAK BLVD SUITE 2400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077056
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RSM US LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136253500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARY ANN BELIN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04989
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0124155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04989
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0119166
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMORTIZATION AND ACCRETION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02052
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0137174
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN FMV
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AVALON ADVISORS ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015337
TaxesSchedule/TaxesDetail/Amt01011
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANN BELIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02816338201
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELIN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ANN SMITH
ReturnHeader/Filer/BusinessNameControlTxt0BELI
ReturnHeader/Filer/EIN0760163560
ReturnHeader/Filer/PhoneNum02816338201
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 POST OAK BLVD SUITE 2400
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770563031
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136253500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL UPCHURCH
ReturnHeader/ReturnTs02020-03-09T13:47:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,684,548
Liabilities
$0
Net assets
$2,684,548
Revenue
$108,696
Expenses
$28,377
Net income
$80,319
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