Beale Foundation Inc.

990PF • Fiscal year 2021 • EIN 84-3188741

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile

1232 Fourier Drive 100Madison, WI 53717

(608) 233-8333

Siviq Scores

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

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

-41%

Higher net margin than 14% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

-0.8%

Faster asset growth than 39% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

-84%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$158,799

Down $1,253 (-0.8%) from 2020

Net Assets

Down

$158,799

Down $1,253 (-0.8%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin14th percentile

Revenue

Down

$3,046

Down $16,398 (-84%) from 2020

Expenses

Down

$4,299

Down $12,857 (-75%) from 2020

Net Income

Down

-$1,253

Down $3,541 (-155%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2021

Assets$158,799

Liabilities$1

Net Assets$158,799

Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

Highlighted filing

2021

Revenue$3,046

Expenses$4,299

Net Income-$1,253

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: May 11, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
John R Beale	President	-	$0	-	-
Linda LA Beale	Vice President	-	$0	-	-
John J Beale	Treasurer	-	$0	-	-
Stephanie R Beale	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Beale Foundation Inc
EIN: 84-3188741
Phone: 6082338333
Address: 1232 Fourier Drive 100, Madison, WI 53717

Signing Officer

Name: John R Beale
Title: President
Signed: 2022-05-11
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

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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	158750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	49
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IRS990PF/MethodOfAccountingAccrualInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	John R Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Linda LA Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	John J Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Stephanie R Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	9908 White Fox Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Naples
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Verona
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	Middleton
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Karen F Prochaska
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	6082338333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	1232 Fourier Drive 100
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	No later than 120 days prior to the desired date of receipt.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	500
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	19602
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	25059
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	32783
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	688
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	6
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	6
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1121
TaxesSchedule/TaxesDetail/Amt	0	211
TaxesSchedule/TaxesDetail/Amt	1	23
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Tax Expense
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	211
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	23
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	John R Beale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Beale Foundation Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	co Porter & Sack CPAs
ReturnHeader/Filer/BusinessNameControlTxt	0	BEAL
ReturnHeader/Filer/EIN	0	843188741
ReturnHeader/Filer/PhoneNum	0	6082338333
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1232 Fourier Drive 100
ReturnHeader/Filer/USAddress/CityNm	0	Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53717
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	391803083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Porter & Sack CPAs SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1232 Fourier Dr Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53717
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6082338333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Karen F ProchaskaCPA
ReturnHeader/ReturnTs	0	2022-05-11T08:22:36-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	John R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Beale
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $158,799
Liabilities: $1
Net assets: $158,799
Revenue: $3,046
Expenses: $4,299
Net income: -$1,253

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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