Beale Family Foundation Inc.

EIN 87-3853136 • Hartland, WI

Pub. 78 Eligible

1669 Whistling Hill CirHartland, WI 53029

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

$500k-$1M nonprofits • Source year 2024

0.00x

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

$500k-$1M nonprofits • Source year 2024

59%

Higher net margin than 91% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

12%

Faster asset growth than 72% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

27%

Faster revenue growth than 70% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

$732,307

Up $79,420 (+12%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

$732,307

Up $79,420 (+12%) from 2023

Operations

Liabilities / Revenue44th percentile Net Margin91st percentile

Revenue

$135,636

Up $28,945 (+27%) from 2023

Expenses

$56,216

Up $994 (+1.8%) from 2023

Net Income

$79,420

Up $27,951 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$732,307

Liabilities$0

Net Assets$732,307

Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$135,636

Expenses$56,216

Net Income$79,420

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $732,307
Liabilities: $0
Net assets: $732,307
Revenue: $135,636
Expenses: $56,216
Net income: $79,420

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.32	$0.00	$7.32	$1.36	$0.56	$0.79
2023Detailed filing. Detailed filing data is available for this year.	$6.53	$0.00	$6.53	$1.07	$0.55	$0.51
2022Detailed filing. Detailed filing data is available for this year.	$6.01	$0.00	$6.01	$1.10	$0.09	$1.01
2021Detailed filing. Detailed filing data is available for this year.	$5.00	$0.00	$5.00	$5.04	$0.04	$5.00

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Apr 28, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRIAN J BEALE	President	-	$0	-	-
BROOKE A BEALE	Vice Preside	-	$0	-	-
GAIL BEALE	Secretary/Tr	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Beale Family Foundation Inc
EIN: 87-3853136
Phone: 6082205451
Address: 1669 WHISTLING HILL CIR, HARTLAND, WI 53029

Signing Officer

Name: Brian J Beale
Title: President
Signed: 2025-04-28
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

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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	MS 3050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1702 E HIGHLAND AVE400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	9600 S FRANKLIN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	555 S INDUSTRIAL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	8948 W WATERTOWN PLANK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	603 PROGRESS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	804 E JUNEAU AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	PO BOX 1997
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	HARTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	HARTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	53201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	85016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	53132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	53029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	53226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	53029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	53202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	50000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	35979
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	35979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	16367
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	14847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1520
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	50826
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	14847
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	16367
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1520
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	BRIAN J BEALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	1669 WHISTLING HILL CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	HARTLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	53029
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	101476
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	4104
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	4104
TaxesSchedule/TaxesDetail/Amt	0	290
TaxesSchedule/TaxesDetail/Amt	1	171
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt	1	2023 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	290
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	171
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRIAN J BEALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BEALE FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	BEAL
ReturnHeader/Filer/EIN	0	873853136
ReturnHeader/Filer/PhoneNum	0	6082205451
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1669 WHISTLING HILL CIR
ReturnHeader/Filer/USAddress/CityNm	0	HARTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53029
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LUCIDA ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1232 FOURIER DRIVE SUITE 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/PreparationDt	0	2025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KAREN F PROCHASKA CPA
ReturnHeader/ReturnTs	0	2025-05-09T12:23:09-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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