Civic Intelligence

Beale Foundation Inc.

990PF • Fiscal year 2020 • EIN 84-3188741

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 22, 2021

Organization Profile
1232 Fourier DriveMadison, WI 53717

(608) 233-8333

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

50th percentile

1.5%

Faster asset growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-92%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$160,052

Up $2,288 (+1.5%) from 2019

Net Assets

$160,052

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin61st percentile

Revenue

Down

$19,444

Down $211,530 (-92%) from 2019

Expenses

Down

$17,156

Down $11,787 (-41%) from 2019

Net Income

Down

$2,288

Down $199,743 (-99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$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

2020

Assets$160,052
Liabilities$1
Net Assets$160,052
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$19,444
Expenses$17,156
Net Income$2,288
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 22, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John R BealePresident-$0--
Linda LA BealeVice President-$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
2021-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Porter & Sack CPAs SC
Address
1232 Fourier Dr Ste 100, Madison, WI 53717
Preparer
Karen F ProchaskaCPA
Phone
6082338333
Raw XML Appendix287 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/OfficerDirTrstKeyEmplGrp/PersonNm0John R Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Linda LA Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John J Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stephanie R Beale
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0750 N Lincoln Memorial Drive 306
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08743
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032783
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027326
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05457
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032783
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027326
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0688
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01189
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01189
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Expense
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John R Beale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beale Foundation Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Porter & Sack CPAs
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/PreparerFirmGrp/PreparerFirmEIN0391803083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porter & Sack CPAs SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01232 Fourier Dr Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06082338333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen F ProchaskaCPA
ReturnHeader/ReturnTs02021-07-22T10:26:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Beale
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,052
Liabilities
$1
Net assets
$160,052
Revenue
$19,444
Expenses
$17,156
Net income
$2,288
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