Civic Intelligence

Beale Foundation Inc

EIN 84-3188741 • Madison, WI

1232 Fourier DriveMadison, WI 53717
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-200%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-8.8%

Faster asset growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

37%

Faster revenue growth than 79% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$115,677

Down $11,099 (-8.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$115,677

Down $11,099 (-8.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Up

$5,546

Up $1,488 (+37%) from 2023

Expenses

Up

$16,645

Up $8,375 (+101%) from 2023

Net Income

Down

-$11,099

Down $6,887 (-164%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$200K$150K$100K$50K$0Assets 2019: $157,764Liabilities 2019: $02019Assets 2020: $160,052Liabilities 2020: $1Net Assets 2020: $160,0522020Assets 2021: $158,799Liabilities 2021: $1Net Assets 2021: $158,7992021Assets 2022: $130,988Liabilities 2022: $1Net Assets 2022: $130,9882022Assets 2023: $126,776Liabilities 2023: $1Net Assets 2023: $126,7762023Assets 2024: $115,677Liabilities 2024: $0Net Assets 2024: $115,6772024

Highlighted filing

2024

Assets$115,677
Liabilities$0
Net Assets$115,677
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $230,974Expenses 2019: $28,943Net Income 2019: $202,0312019Revenue 2020: $19,444Expenses 2020: $17,156Net Income 2020: $2,2882020Revenue 2021: $3,046Expenses 2021: $4,299Net Income 2021: -$1,2532021Revenue 2022: -$10,557Expenses 2022: $17,254Net Income 2022: -$27,8112022Revenue 2023: $4,058Expenses 2023: $8,270Net Income 2023: -$4,2122023Revenue 2024: $5,546Expenses 2024: $16,645Net Income 2024: -$11,0992024

Highlighted filing

2024

Revenue$5,546
Expenses$16,645
Net Income-$11,099
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$115,677
Liabilities
$0
Net assets
$115,677
Revenue
$5,546
Expenses
$16,645
Net income
-$11,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06$0.17$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11$0.17$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.03$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.19$0.17$0.02
2019Summary only. Only limited summary data is available for this year.$1.58$0.00$2.31$0.29$2.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
LINDA LA BEALEVice Preside-$0--
JOHN J BEALETreasurer-$0--
STEPHANIE R BEALESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Beale Foundation Inc
EIN
84-3188741
Phone
6082338333
Address
1232 FOURIER DRIVE, MADISON, WI 53717

Signing Officer

Name
John R Beale
Title
President
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Lucida Advisors LLC
Address
1232 FOURIER DRIVE SUITE 100, MADISON, WI 53717
Preparer
Karen F Prochaska CPA
Phone
6082338333
Raw XML Appendix250 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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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LUCIDA ADVISORS LLC
ReturnHeader/Filer/BusinessNameControlTxt0BEAL
ReturnHeader/Filer/EIN0843188741
ReturnHeader/Filer/PhoneNum06082338333
ReturnHeader/Filer/USAddress/AddressLine1Txt01232 FOURIER DRIVE
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053717
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCIDA ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01232 FOURIER DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06082338333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN F PROCHASKA CPA
ReturnHeader/ReturnTs02025-05-06T16:03:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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