Civic Intelligence

Belmonte Foundation

990PF • Fiscal year 2022 • EIN 87-6283891

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 06, 2023

Organization Profile
88 Perry Street 600San Francisco, CA 94107

(415) 235-8752

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

91st percentile

62%

Higher net margin than 91% 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.

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

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

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

65th percentile

27%

Faster revenue growth than 65% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$228,562

Up $7,923 (+3.6%) from 2021

Net Assets

Up

$228,562

Up $7,923 (+3.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$12,883

Up $2,748 (+27%) from 2021

Expenses

Down

$4,903

Down $12,731 (-72%) from 2021

Net Income

Up

$7,980

Up $15,479 (+206%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2011: $258,997Liabilities 2011: $02011Assets 2012: $257,733Liabilities 2012: $0Net Assets 2012: $257,7332012Assets 2013: $253,262Liabilities 2013: $0Net Assets 2013: $253,2622013Assets 2014: $250,704Liabilities 2014: $0Net Assets 2014: $250,7042014Assets 2015: $248,424Liabilities 2015: $02015Assets 2017: $243,785Liabilities 2017: $0Net Assets 2017: $243,7852017Assets 2018: $238,376Liabilities 2018: $0Net Assets 2018: $238,3762018Assets 2019: $235,161Liabilities 2019: $0Net Assets 2019: $235,1612019Assets 2020: $231,308Liabilities 2020: $0Net Assets 2020: $231,3082020Assets 2021: $220,639Liabilities 2021: $0Net Assets 2021: $220,6392021Assets 2022: $228,562Liabilities 2022: $0Net Assets 2022: $228,5622022Assets 2023: $225,017Liabilities 2023: $12023Assets 2024: $229,100Liabilities 2024: $0Net Assets 2024: $229,1002024

Highlighted filing

2022

Assets$228,562
Liabilities$0
Net Assets$228,562
Open 2022 Filing

Operations Trend

Revenue Growth65th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $18,922Expenses 2011: $19,610Net Income 2011: -$6882011Expenses 2012: $20,1652012Revenue 2013: $15,444Expenses 2013: $19,915Net Income 2013: -$4,4712013Revenue 2014: $17,855Expenses 2014: $20,413Net Income 2014: -$2,5582014Revenue 2015: $16,799Expenses 2015: $19,079Net Income 2015: -$2,2802015Revenue 2017: $17,293Expenses 2017: $17,374Net Income 2017: -$812017Revenue 2018: $12,518Expenses 2018: $17,877Net Income 2018: -$5,3592018Revenue 2019: $14,494Expenses 2019: $17,764Net Income 2019: -$3,2702019Revenue 2020: $10,452Expenses 2020: $17,492Net Income 2020: -$7,0402020Revenue 2021: $10,135Expenses 2021: $17,634Net Income 2021: -$7,4992021Revenue 2022: $12,883Expenses 2022: $4,903Net Income 2022: $7,9802022Revenue 2023: $11,333Expenses 2023: $14,878Net Income 2023: -$3,5452023Revenue 2024: $14,893Expenses 2024: $10,810Net Income 2024: $4,0832024

Highlighted filing

2022

Revenue$12,883
Expenses$4,903
Net Income$7,980
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUIS A BELMONTETrustee-$0--
NANCY BELMONTETrustee-$0--
ANTHONY BELMONTETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Belmonte Foundation
EIN
87-6283891
Phone
4152358752
Address
88 PERRY STREET 600, SAN FRANCISCO, CA 94107

Signing Officer

Name
Anthony Belmonte
Title
Trustee
Phone
4152358752
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Ward S Pynn
Phone
9259540100
Raw XML Appendix300 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt010938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03487
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08331
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08941
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03487
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02201
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02607
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08941
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017272
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt057
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GOVERNMENT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt1273
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY BELMONTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04152358752
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
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ReturnHeader/Filer/BusinessNameControlTxt0BELM
ReturnHeader/Filer/EIN0876283891
ReturnHeader/Filer/PhoneNum04152358752
ReturnHeader/Filer/USAddress/AddressLine1Txt088 PERRY STREET 600
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD S PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-16T12:07:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANTHONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BELMONTE
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
$228,562
Liabilities
$0
Net assets
$228,562
Revenue
$12,883
Expenses
$4,903
Net income
$7,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.15$0.11$0.04
2023Summary only. Only limited summary data is available for this year.$2.25$0.00$0.11$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.13$0.05$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.10$0.18$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.10$0.17$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.14$0.18$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.13$0.18$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.17$0.17$0.00
2015Summary only. Only limited summary data is available for this year.$2.48$0.00$0.17$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.18$0.20$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.15$0.20$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.20
2011Summary only. Only limited summary data is available for this year.$2.59$0.00$0.19$0.20$0.01