Civic Intelligence

Beale Foundation Inc.

990PF • Fiscal year 2024 • EIN 84-3188741

Jan 01, 2024 to Dec 31, 2024 • Filed on May 02, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-200%

Higher net margin than 5% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-8.8%

Faster asset growth than 32% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

37%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$115,677

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

Net Assets

Down

$115,677

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

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin5th 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

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2024

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

Operations Trend

Revenue Growth78th 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

2024

Revenue$5,546
Expenses$16,645
Net Income-$11,099
Open 2024 Filing
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 Pay79th 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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TaxesSchedule/TaxesDetail/CategoryTxt02023 FED EXCISE TAX
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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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

Document Assets

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Filings

Displayed 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