Civic Intelligence

Belles Foundation

990PF • Fiscal year 2023 • EIN 83-1913033

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-44%

Higher net margin than 14% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

47th percentile

-1.0%

Faster asset growth than 47% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-89%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$101,179

Down $989 (-1.0%) from 2022

Net Assets

Down

$101,179

Down $989 (-1.0%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin14th percentile

Revenue

Down

$2,163

Down $16,870 (-89%) from 2022

Expenses

Down

$3,122

Down $35,660 (-92%) from 2022

Net Income

Up

-$959

Up $18,790 (+95%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$101,179
Liabilities$1
Net Assets$101,179
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$2,163
Expenses$3,122
Net Income-$959
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
221 W 6TH STREET STE 1900, AUSTIN, TX 78701
Preparer
Kevin Fuqua CPA Cva
Phone
5124796000
Raw XML Appendix267 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt030
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF CAPITAL
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0350
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MICHAEL WARD
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd078738
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04159401065
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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/PreparerPersonNm0KEVIN FUQUA CPA CVA
ReturnHeader/ReturnTs02024-11-15T07:13:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,179
Liabilities
$1
Net assets
$101,179
Revenue
$2,163
Expenses
$3,122
Net income
-$959
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