Civic Intelligence

Bales Family Foundation

EIN 83-2521945 • Glen Allen, VA

12360 Morning Creek RoadGlen Allen, VA 23059
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

500%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$393,768

Up $60,659 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$393,768

Up $60,659 (+18%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin92nd percentile

Revenue

Up

$98,172

Up $81,802 (+500%) from 2023

Expenses

Up

$37,513

Up $3,729 (+11%) from 2023

Net Income

Up

$60,659

Up $78,073 (+448%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$400K$300K$200K$100K$0Assets 2019: $62,082Liabilities 2019: $02019Assets 2020: $365,714Liabilities 2020: $0Net Assets 2020: $365,7142020Assets 2021: $331,897Liabilities 2021: $0Net Assets 2021: $331,8972021Assets 2022: $350,523Liabilities 2022: $0Net Assets 2022: $350,5232022Assets 2023: $333,109Liabilities 2023: $0Net Assets 2023: $333,1092023Assets 2024: $393,768Liabilities 2024: $0Net Assets 2024: $393,7682024

Highlighted filing

2024

Assets$393,768
Liabilities$0
Net Assets$393,768
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $161,201Expenses 2019: $6,546Net Income 2019: $154,6552019Revenue 2020: $783,674Expenses 2020: $39,798Net Income 2020: $743,8762020Revenue 2021: $13,733Expenses 2021: $47,550Net Income 2021: -$33,8172021Revenue 2022: $75,082Expenses 2022: $56,456Net Income 2022: $18,6262022Revenue 2023: $16,370Expenses 2023: $33,784Net Income 2023: -$17,4142023Revenue 2024: $98,172Expenses 2024: $37,513Net Income 2024: $60,6592024

Highlighted filing

2024

Revenue$98,172
Expenses$37,513
Net Income$60,659
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,768
Liabilities
$0
Net assets
$393,768
Revenue
$98,172
Expenses
$37,513
Net income
$60,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.98$0.38$0.61
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.16$0.34$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.75$0.56$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.14$0.48$0.34
2020Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$7.84$0.40$7.44
2019Summary only. Only limited summary data is available for this year.$0.62$0.00$1.61$0.07$1.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM B BALESPresident-$0--
MARGA L BALESSecretary-$0--
WILLIAM B BALES IITreasurer-$0--
MARNA BALESDirector-$0--
CHARLES C BALESVice President-$0--
Filing and Contact Details

Filer

Filer Name
Bales Family Foundation
EIN
83-2521945
Phone
8043639476
Address
12360 MORNING CREEK ROAD, GLEN ALLEN, VA 23059

Signing Officer

Name
William B Bales
Title
Treasurer
Phone
8043639476
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Pbmares Llp
Address
4801 COURTHOUSE ST SUITE 128, WILLIAMSBURG, VA 23188
Preparer
Randy W Myers CPA
Phone
7572297180
Raw XML Appendix361 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/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VIRGINIA CAPITAL TRAIL FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3711 WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 7119
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd323704
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030302
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030302
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03614
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03614
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026959
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09832
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01198
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030573
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029375
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM B BALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08043639476
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALES FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALE
ReturnHeader/Filer/EIN0832521945
ReturnHeader/Filer/PhoneNum08043639476
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ReturnHeader/Filer/USAddress/CityNm0GLEN ALLEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023059
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540737372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBMARES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 COURTHOUSE ST SUITE 128
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSBURG
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023188
ReturnHeader/PreparerPersonGrp/PhoneNum07572297180
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY W MYERS CPA
ReturnHeader/ReturnTs02025-05-14T08:46:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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