Civic Intelligence

The Bellevue Club

EIN 94-0990020 • 501(c)7 • San Ramon, CA

Profile

Social, educational and recreational programs for its members.

c/o MSCPA 3170 Crow Canyon Pl 180San Ramon, CA 94583

www.bellevueclub.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

1st percentile

0.00x

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

501(c)7 • $10M-$25M nonprofits • Source year 2021

Net Margin

99th percentile

72%

Higher net margin than 99% of similar nonprofits.

501(c)7 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

501(c)7 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

888%

Faster revenue growth than 100% of similar nonprofits.

501(c)7 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $786,184 (-100%) from 2020

Liabilities

Down

$0

Down $1,104,294 (-100%) from 2020

Net Assets

Up

$0

Up $318,110 (+100%) from 2020

Revenue

Up

$9,248,067

Up $8,312,484 (+888%) from 2020

Expenses

Up

$2,590,260

Up $1,524,779 (+143%) from 2020

Net Income

Up

$6,657,807

Up $6,787,705 (+5225%) from 2020

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2009: $1,177,490Liabilities 2009: $1,168,383Net Assets 2009: $9,1072009Assets 2010: $1,136,234Liabilities 2010: $1,132,840Net Assets 2010: $3,3942010Assets 2011: $1,112,866Liabilities 2011: $1,118,133Net Assets 2011: -$5,2672011Assets 2013: $1,002,560Liabilities 2013: $1,059,869Net Assets 2013: -$57,3092013Assets 2014: $979,585Liabilities 2014: $1,049,763Net Assets 2014: -$70,1782014Assets 2015: $953,465Liabilities 2015: $1,072,040Net Assets 2015: -$118,5752015Assets 2016: $870,102Liabilities 2016: $1,049,288Net Assets 2016: -$179,1862016Assets 2017: $793,955Liabilities 2017: $1,025,198Net Assets 2017: -$231,2432017Assets 2018: $827,209Liabilities 2018: $1,017,140Net Assets 2018: -$189,9312018Assets 2019: $791,710Liabilities 2019: $979,922Net Assets 2019: -$188,2122019Assets 2020: $786,184Liabilities 2020: $1,104,294Net Assets 2020: -$318,1102020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2009: $930,112Expenses 2009: $964,173Net Income 2009: -$34,0612009Revenue 2010: $896,671Expenses 2010: $902,384Net Income 2010: -$5,7132010Revenue 2011: $857,056Expenses 2011: $865,717Net Income 2011: -$8,6612011Revenue 2013: $914,063Expenses 2013: $903,880Net Income 2013: $10,1832013Revenue 2014: $984,887Expenses 2014: $998,096Net Income 2014: -$13,2092014Revenue 2015: $1,074,433Expenses 2015: $1,116,944Net Income 2015: -$42,5112015Revenue 2016: $1,045,839Expenses 2016: $1,080,788Net Income 2016: -$34,9492016Revenue 2017: $944,422Expenses 2017: $992,281Net Income 2017: -$47,8592017Revenue 2018: $1,097,392Expenses 2018: $1,077,957Net Income 2018: $19,4352018Revenue 2019: $1,126,346Expenses 2019: $1,124,627Net Income 2019: $1,7192019Revenue 2020: $935,583Expenses 2020: $1,065,481Net Income 2020: -$129,8982020Revenue 2021: $9,248,067Expenses 2021: $2,590,260Net Income 2021: $6,657,8072021

Highlighted filing

2021

Revenue$9,248,067
Expenses$2,590,260
Net Income$6,657,807

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 9, 2022
Return Version
2020v4.0
Gross Receipts
$10,304,456
Mission and Program Overview

Mission

Social, educational and recreational programs for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$404,127$0▼ $404,127
Accounts Receivable$198,686$0▼ $198,686
Savings and Temporary Cash Investments$152,656$0▼ $152,656
Prepaid Expenses and Deferred Charges$21,600$0▼ $21,600
Inventories for Sale or Use$10,757$0▼ $10,757
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Cash and Non-Interest-Bearing Accounts$-1,642$0▲ $1,642
Total Assets$786,184$0▼ $786,184
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$830,777--
Unsecured Notes Loans Payable$110,870--
Accounts Payable and Accrued Expenses$89,492--
Deferred Revenue$62,165--
Other Liabilities$10,990--
Total Liabilities$1,104,294$0▼ $1,104,294
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-318,110--
Total Net Assets Fund Balance$-318,110$0▲ $318,110
Total Liabilities and Net Assets / Fund Balance$786,184$0▼ $786,184
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carole S LevensonPresident
Rose Mary RichmondVice President
Carol MorrisDirector
Deborah EdgerlyDirector
Dr Robin BrandonDirector
Ellin FirthDirector
Marlene ZuehlsdorffDirector
Suzanne RoyceDirector
Lenore RaffoCorr. Secretary
Victoria HartsockSecretary
Elaine OldhamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$353,456
Program Service Revenue
$68,176
Investment Income
$8,832,988
Other Revenue
$-6,553
Change in Net Assets
$6,657,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,943,842
Salaries, Compensation, and Employee Benefits$646,418
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$493,688$118,112-$611,800
Fees for Services Legal-$241,965-$241,965
Other Expenses$118,250$6,474-$124,724
Occupancy$76,423$4,184-$80,607
Insurance$68,161$3,732-$71,893
All Other Expenses$57,517$3,149-$60,666
Interest$47,878$2,621-$50,499
Other Employee Benefits$7,788$26,830-$34,618
Fees for Services Accounting-$29,726-$29,726
Information Technology-$19,439-$19,439
Depreciation Depletion$5,088--$5,088
Total Functional Expenses$2,108,483$481,777$0$2,590,260
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

1) Present a copy of the Form 990 with applicable schedules to the Board of Directors; 2) The Board discusses the Form 990 filing at a regular scheduled board meeting and draft questions (if any); 3) By recorded vote, approve the Form 990 filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually (shortly after each election of the Board of Directors), the Board studies its procedures and bylaws including Article XVI on "Self Dealing."

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The top management official is the President of the Club who is elected by the organization members, who is a member of the Board of Directors and who serves without compensation. The organization currently does not have a CEO, Executive Director, or General Manager.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Since February 1, 2007 the organization has been managed by its governing body (Board of Directors). Each Director is a volunteer and serves without compensation. The governing body has created subcommittees including a human reasourses (HR)committee and a finance committee to assist with organization's management. The chairperson of each committee is a required to be a member of the Board of Directors. Each committee member serves without compensation. The HR committee reviews the compensation of each employee. The finance committee would also review the compensation of any key management employee (if any).

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization does not make its records available to the public.

Filing and Contact Details

Filer

Filer Name
The Bellevue Club
EIN
94-0990020
Phone
5109850505
Address
c/o MSCPA 3170 Crow Canyon Pl 180, San Ramon, CA 94583

Signing Officer

Name
Carole S Levenson
Title
President
Signed
2022-02-09
Discuss with paid preparer
Yes

Organization Details

Formed
1926
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
29
Volunteers
8

Preparer

Firm
Michael Steele CPA
Address
5901 Christie Ave Ste 401, Emeryville, CA 94608
Preparer
Michael Steele
Phone
5109850505
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Close Retained Earnings - Dissolution = -$6339697

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IRS990/OccupancyGrp/ManagementAndGeneralAmt04184
IRS990/OccupancyGrp/ProgramServicesAmt076423
IRS990/OccupancyGrp/TotalAmt080607
IRS990/OfficeExpensesGrp/TotalAmt00
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IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-6339697
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026830
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07788
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034618
IRS990/OtherExpensesGrp/Desc0State Taxes
IRS990/OtherExpensesGrp/Desc1Other Expenses
IRS990/OtherExpensesGrp/Desc2Operational Expenses
IRS990/OtherExpensesGrp/Desc3Repairs & Maintenance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013593
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111952
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26474
IRS990/OtherExpensesGrp/ProgramServicesAmt0767117
IRS990/OtherExpensesGrp/ProgramServicesAmt1248271
IRS990/OtherExpensesGrp/ProgramServicesAmt2218302
IRS990/OtherExpensesGrp/ProgramServicesAmt3118250
IRS990/OtherExpensesGrp/TotalAmt0767117
IRS990/OtherExpensesGrp/TotalAmt1261864
IRS990/OtherExpensesGrp/TotalAmt2230254
IRS990/OtherExpensesGrp/TotalAmt3124724
IRS990/OtherLiabilitiesGrp/BOYAmt010990
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0118112
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0493688
IRS990/OtherSalariesAndWagesGrp/TotalAmt0611800
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
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IRS990/ProgramServiceRevenueGrp/Desc0Accomodations
IRS990/ProgramServiceRevenueGrp/Desc1Bar/Food Services
IRS990/ProgramServiceRevenueGrp/Desc2Fitness
IRS990/ProgramServiceRevenueGrp/Desc3Miscellaneous
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt047685
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25307
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt057555
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12154
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28652
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt09870
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt11254
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt23345
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IRS990/PYContributionsGrantsAmt0454861
IRS990/PYInvestmentIncomeAmt0661
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0588039
IRS990/PYOtherRevenueAmt0214458
IRS990/PYProgramServiceRevenueAmt0265603
IRS990/PYRevenuesLessExpensesAmt0-129898
IRS990/PYSalariesCompEmpBnftPaidAmt0477442
IRS990/PYTotalExpensesAmt01065481
IRS990/PYTotalRevenueAmt0935583
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06657807
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0152656
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-02-28
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt09875000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(7)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0c/o 3170 Crow Canyon Pl
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0San Ramon
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd094583
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01) Present a copy of the Form 990 with applicable schedules to the Board of Directors; 2) The Board discusses the Form 990 filing at a regular scheduled board meeting and draft questions (if any); 3) By recorded vote, approve the Form 990 filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually (shortly after each election of the Board of Directors), the Board studies its procedures and bylaws including Article XVI on "Self Dealing."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The top management official is the President of the Club who is elected by the organization members, who is a member of the Board of Directors and who serves without compensation. The organization currently does not have a CEO, Executive Director, or General Manager.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Since February 1, 2007 the organization has been managed by its governing body (Board of Directors). Each Director is a volunteer and serves without compensation. The governing body has created subcommittees including a human reasourses (HR)committee and a finance committee to assist with organization's management. The chairperson of each committee is a required to be a member of the Board of Directors. Each committee member serves without compensation. The HR committee reviews the compensation of each employee. The finance committee would also review the compensation of any key management employee (if any).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization does not make its records available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Close Retained Earnings - Dissolution = -$6339697
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Bellevue Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0912155827
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Historical Preservation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0585 High Eagle Court
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Walnut Creek
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094595
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false

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