Civic Intelligence

Beale Foundation Inc.

990PF • Fiscal year 2022 • EIN 84-3188741

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

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.

Liabilities / Assets

60th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

263%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$130,988

Down $27,811 (-18%) from 2021

Net Assets

Down

$130,988

Down $27,811 (-18%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$10,557

Down $13,603 (-447%) from 2021

Expenses

Up

$17,254

Up $12,955 (+301%) from 2021

Net Income

Down

-$27,811

Down $26,558 (-2120%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2022

Assets$130,988
Liabilities$1
Net Assets$130,988
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$10,557
Expenses$17,254
Net Income-$27,811
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th 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 100, Madison, WI 53717

Signing Officer

Name
John R Beale
Title
President
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Porter & Sack CPAs SC
Address
1232 Fourier Dr Ste 100, Madison, WI 53717
Preparer
Karen F Prochaska CPA
Phone
6082338333
Raw XML Appendix277 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06129 Sunnyslope Dr
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 930580
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39908 White Fox Lane
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0702
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0702
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0950
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Expense
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John R Beale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
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 100
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053717
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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 Prochaska CPA
ReturnHeader/ReturnTs02023-05-12T07:50:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Beale
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,988
Liabilities
$1
Net assets
$130,988
Revenue
-$10,557
Expenses
$17,254
Net income
-$27,811
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