Civic Intelligence

Downey-Short Foundation

990PF • Fiscal year 2023 • EIN 02-0759145

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization Profile
250 Newport Center Dr Ste M100Newport Beach, CA 92660

(949) 287-6666

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-48%

Higher net margin than 14% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

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.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,721,658 (-100%) from 2022

Net Assets

Down

$0

Down $3,721,658 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin14th percentile

Revenue

Up

$55,933

Up $8,077 (+17%) from 2022

Expenses

Down

$82,702

Down $158,298 (-66%) from 2022

Net Income

Up

-$26,769

Up $166,375 (+86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,179,669Liabilities 2011: $02011Assets 2012: $4,105,294Liabilities 2012: $02012Assets 2013: $4,107,239Liabilities 2013: $02013Assets 2014: $4,147,870Liabilities 2014: $02014Assets 2015: $4,147,001Liabilities 2015: $02015Assets 2016: $4,072,391Liabilities 2016: $0Net Assets 2016: $4,072,3912016Assets 2017: $4,056,550Liabilities 2017: $0Net Assets 2017: $4,056,5502017Assets 2018: $4,019,622Liabilities 2018: $0Net Assets 2018: $4,019,6222018Assets 2019: $4,140,949Liabilities 2019: $0Net Assets 2019: $4,140,9492019Assets 2020: $3,882,157Liabilities 2020: $0Net Assets 2020: $3,882,1572020Assets 2021: $3,915,471Liabilities 2021: $0Net Assets 2021: $3,915,4712021Assets 2022: $3,721,658Liabilities 2022: $0Net Assets 2022: $3,721,6582022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $35,802Expenses 2011: $258,992Net Income 2011: -$223,1902011Revenue 2012: $257,638Expenses 2012: $332,013Net Income 2012: -$74,3752012Revenue 2013: $273,745Expenses 2013: $271,800Net Income 2013: $1,9452013Revenue 2014: $315,855Expenses 2014: $275,224Net Income 2014: $40,6312014Revenue 2015: $307,113Expenses 2015: $307,982Net Income 2015: -$8692015Revenue 2016: $193,387Expenses 2016: $267,997Net Income 2016: -$74,6102016Revenue 2017: $201,119Expenses 2017: $216,960Net Income 2017: -$15,8412017Revenue 2018: $228,260Expenses 2018: $265,188Net Income 2018: -$36,9282018Revenue 2019: $344,637Expenses 2019: $223,310Net Income 2019: $121,3272019Revenue 2020: $199,205Expenses 2020: $257,997Net Income 2020: -$58,7922020Revenue 2021: $285,022Expenses 2021: $251,708Net Income 2021: $33,3142021Revenue 2022: $47,856Expenses 2022: $241,000Net Income 2022: -$193,1442022Revenue 2023: $55,933Expenses 2023: $82,702Net Income 2023: -$26,7692023

Highlighted filing

2023

Revenue$55,933
Expenses$82,702
Net Income-$26,769
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E DowneyCEO-$0--
BRENT ANDERSONCFO/Secretary-$0--
GINO BIANCHIVice President-$0--
Filing and Contact Details

Filer

Filer Name
Downey-Short Foundation
EIN
02-0759145
Phone
9492876666
Address
250 NEWPORT CENTER DR STE M100, NEWPORT BEACH, CA 92660

Signing Officer

Name
James E Downey
Title
President & Director
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Cohen Bender & Golden LLP
Address
12400 Wilshire Blvd Ste 1250, Los Angeles, CA 90025
Preparer
Robert L Golden CPA
Phone
3108201232
Raw XML Appendix312 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt06000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0114684
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-26769
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-60899
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt032702
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt520063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt616752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt718076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12321
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES RUSSELL 2000 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1435 ISHARES RUSSELL 2000 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2165 APPLIED MATERIALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 CHARLES RIV LABORATORIES INCL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc475 EXPEDIA GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc585 META PLATFORMS INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6615 COTERRA ENERGY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7175 TRANSUNION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-07-05
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-08-23
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-60899
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-26769
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03694889
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03694889
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03721658
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0179907
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0179907
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0179907
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0181308
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01401
IRS990PF/DistributableAmountGrp/TotalTaxAmt01401
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01467
IRS990PF/FinalReturnInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010358
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01914953
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt013740
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James E Downey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRENT ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GINO BIANCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0250 NEWPORT CENTER DR STE M100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1250 NEWPORT CENTER DR STE M100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2250 NEWPORT CENTER DR STE M100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT BEACH
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0YEAR-ROUND
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0James E Downey
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014600 WESTON PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARY
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt050000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0179907
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0156949
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0179907
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0206949
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010246
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0DOWNEY-SHORT FOUNDATION MERGED WITH THE NELLS FOUNDATION (EIN:84-3379995)ON JUNE 30,2023.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03694889
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER OF ASSETS DUE TO MERGER WITH THE NELLS FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013512
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013512
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02148
TaxesSchedule/TaxesDetail/Amt02516
TaxesSchedule/TaxesDetail/Amt145
TaxesSchedule/TaxesDetail/Amt2383
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0383
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James E Downey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Downey-Short Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DOWN
ReturnHeader/Filer/EIN0020759145
ReturnHeader/Filer/PhoneNum09492876666
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 NEWPORT CENTER DR STE M100
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474728406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cohen Bender & Golden LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012400 Wilshire Blvd Ste 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03108201232
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L GOLDEN CPA
ReturnHeader/ReturnTs02023-11-08T14:16:18-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Downey
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$55,933
Expenses
$82,702
Net income
-$26,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.05$0.24$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.29$0.25$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.20$0.26$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.34$0.22$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.23$0.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.20$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.19$0.27$0.07
2015Summary only. Only limited summary data is available for this year.$4.15$0.00$0.31$0.31$0.00
2014Summary only. Only limited summary data is available for this year.$4.15$0.00$0.32$0.28$0.04
2013Summary only. Only limited summary data is available for this year.$4.11$0.00$0.27$0.27$0.00
2012Summary only. Only limited summary data is available for this year.$4.11$0.00$0.26$0.33$0.07
2011Summary only. Only limited summary data is available for this year.$4.18$0.00$0.04$0.26$0.22