Civic Intelligence

Bellwether League Foundation Inc.

990 • Fiscal year 2021 • EIN 85-4070607

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 21, 2022

Organization Profile
904 S Roselle Road Suite 338Schaumburg, IL 60193

(847) 466-7425

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

$202,151

No earlier filing loaded for comparison.

Net Assets

$202,151

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin92nd percentile

Revenue

$297,749

No earlier filing loaded for comparison.

Expenses

$95,598

No earlier filing loaded for comparison.

Net Income

$202,151

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2021: $202,151Liabilities 2021: $0Net Assets 2021: $202,1512021Assets 2022: $185,082Liabilities 2022: $0Net Assets 2022: $185,0822022Assets 2023: $150,993Liabilities 2023: $0Net Assets 2023: $150,9932023Assets 2024: $122,473Liabilities 2024: $0Net Assets 2024: $122,4732024

Highlighted filing

2021

Assets$202,151
Liabilities$0
Net Assets$202,151
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2021: $297,749Expenses 2021: $95,598Net Income 2021: $202,1512021Revenue 2022: $83,098Expenses 2022: $100,167Net Income 2022: -$17,0692022Revenue 2023: $65,493Expenses 2023: $99,582Net Income 2023: -$34,0892023Revenue 2024: $87,097Expenses 2024: $115,617Net Income 2024: -$28,5202024

Highlighted filing

2021

Revenue$297,749
Expenses$95,598
Net Income$202,151
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 21, 2022
Return Version
2021v4.0
Gross Receipts
$297,749
Mission and Program Overview

Mission

Healthcare education recognition

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$202,151-
Total Assets$0$202,151▲ $202,151
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$202,151-
Total Net Assets Fund Balance$0$202,151▲ $202,151
Total Liabilities and Net Assets / Fund Balance$0$202,151▲ $202,151
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Deborah TempletonChairman
Jamie C KowalskiCo Founder/s
Rick Dana BarlowCo Founder/t
Revenue and Support

Revenue Composition

Contributions and Grants
$293,034
Program Service Revenue
$4,715
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$202,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,598
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$95,598--$95,598
Total Functional Expenses$95,598$0$0$95,598
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Bellwether League Foundation
EIN
85-4070607
Address
904 S ROSELLE ROAD SUITE 338, SCHAUMBURG, IL 60193

Signing Officer

Name
Rick Dana Barlow
Title
Co Founder/treasurer
Phone
8474667425
Signed
2022-04-21

Organization Details

Principal Officer
Rick Dana Barlow
Formed
2021
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Tavola Group
Address
900 NATIONAL PKWY STE 260, SCHAUMBURG, IL 60173-5117
Preparer
James Kelly CPA
Phone
8479251489
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Healthcare supply chain education recognition”

Raw XML Appendix226 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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IRS990/BooksInCareOfDetail/PersonNm0RICK DANA BARLOW
IRS990/BooksInCareOfDetail/PhoneNum08474667425
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0904 S ROSELLE RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SCHAUMBURG
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/PersonNm2DEBORAH TEMPLETON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO FOUNDER/T
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO FOUNDER/S
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt0293034
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0297749
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InitialReturnInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HEALTHCARE EDUCATION RECOGNITION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt0202151
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0202151
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/ProgramServicesAmt095598
IRS990/OtherExpensesGrp/TotalAmt095598
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICK DANA BARLOW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EVENT
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt095598
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt0202151
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0293034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0293034
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04715
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0293034
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IRS990ScheduleA/TotalSupportAmt0293034
IRS990/ScheduleBRequiredInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK DANA BARLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO FOUNDER/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08474667425
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLWETHER LEAGUE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0854070607
ReturnHeader/Filer/USAddress/AddressLine1Txt0904 S ROSELLE ROAD SUITE 338
ReturnHeader/Filer/USAddress/CityNm0SCHAUMBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060193
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853627694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAVOLA GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 NATIONAL PKWY STE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHAUMBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601735117
ReturnHeader/PreparerPersonGrp/PhoneNum08479251489
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES KELLY CPA
ReturnHeader/ReturnTs02022-05-19T09:21:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARLOW
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$202,151
Liabilities
$0
Net assets
$202,151
Revenue
$297,749
Expenses
$95,598
Net income
$202,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.87$1.16$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.65$1.00$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.00$1.85$0.83$1.00$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$2.98$0.96$2.02