Civic Intelligence

Belles Foundation

990PF • Fiscal year 2022 • EIN 83-1913033

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

Organization Profile
308 Tempranillo WayLakeway, TX 78738

(415) 940-1065

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

9th percentile

-104%

Higher net margin than 9% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-27%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$102,168

Down $19,749 (-16%) from 2021

Net Assets

Down

$102,168

Down $19,749 (-16%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Down

$19,033

Down $7,215 (-27%) from 2021

Expenses

Down

$38,782

Down $31,392 (-45%) from 2021

Net Income

Up

-$19,749

Up $24,177 (+55%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$200K$150K$100K$50K$0Assets 2018: $1Liabilities 2018: $1Net Assets 2018: $02018Assets 2019: $195,957Liabilities 2019: $1Net Assets 2019: $195,9572019Assets 2020: $165,843Liabilities 2020: $1Net Assets 2020: $165,8432020Assets 2021: $121,917Liabilities 2021: $1Net Assets 2021: $121,9172021Assets 2022: $102,168Liabilities 2022: $1Net Assets 2022: $102,1682022Assets 2023: $101,179Liabilities 2023: $1Net Assets 2023: $101,1792023Assets 2024: $73,185Liabilities 2024: $0Net Assets 2024: $73,1852024

Highlighted filing

2022

Assets$102,168
Liabilities$1
Net Assets$102,168
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2018: $1Expenses 2018: $0Net Income 2018: $12018Revenue 2019: $337,376Expenses 2019: $141,419Net Income 2019: $195,9572019Revenue 2020: -$323Expenses 2020: $29,791Net Income 2020: -$30,1142020Revenue 2021: $26,248Expenses 2021: $70,174Net Income 2021: -$43,9262021Revenue 2022: $19,033Expenses 2022: $38,782Net Income 2022: -$19,7492022Revenue 2023: $2,163Expenses 2023: $3,122Net Income 2023: -$9592023Revenue 2024: $22,529Expenses 2024: $50,485Net Income 2024: -$27,9562024

Highlighted filing

2022

Revenue$19,033
Expenses$38,782
Net Income-$19,749
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI WARDPresident & Treasurer-$0--
BERINDA POSTVice-President-$0--
MICHAEL WARDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
BELLE'S FOUNDATION
EIN
83-1913033
Phone
4159401065
Address
308 TEMPRANILLO WAY, LAKEWAY, TX 78738

Signing Officer

Name
Michael Ward
Title
Secretary
Phone
4159401065
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
221 W 6TH STREET STE 1900, AUSTIN, TX 78701
Preparer
Paula Wendling
Phone
5124796000
Raw XML Appendix298 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0125011
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL WARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0130486
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0234861
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt058485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0130486
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037527
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031368
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0234861
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0203493
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MICHAEL WARD
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0308 TEMPRANILLO WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAKEWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078738
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01255
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01255
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MICHAEL WARD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0308 TEMPRANILLO WAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LAKEWAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd078738
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04159401065
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLE'S FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0831913033
ReturnHeader/Filer/PhoneNum04159401065
ReturnHeader/Filer/USAddress/AddressLine1Txt0308 TEMPRANILLO WAY
ReturnHeader/Filer/USAddress/CityNm0LAKEWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078738
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0221 W 6TH STREET STE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078701
ReturnHeader/PreparerPersonGrp/PhoneNum05124796000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA WENDLING
ReturnHeader/ReturnTs02023-11-15T14:04:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,168
Liabilities
$1
Net assets
$102,168
Revenue
$19,033
Expenses
$38,782
Net income
-$19,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.23$0.50$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.19$0.39$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.26$0.70$0.44
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.00$0.30$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$3.37$1.41$1.96
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00