Civic Intelligence

The James E Downey Foundation

EIN 20-3510627 • Newport Beach, CA

250 Newport Center Dr Ste M100Newport Beach, CA 92660
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

100th percentile

2409%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,501,454 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $4,501,454 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$57,386

Down $68,449 (-619%) from 2022

Expenses

Up

$1,325,024

Up $1,139,104 (+613%) from 2022

Net Income

Down

-$1,382,410

Down $1,207,553 (-691%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,859,768Liabilities 2011: $02011Assets 2012: $4,185,178Liabilities 2012: $02012Assets 2013: $3,934,470Liabilities 2013: $02013Assets 2014: $3,708,842Liabilities 2014: $02014Assets 2015: $3,495,155Liabilities 2015: $02015Assets 2016: $3,204,432Liabilities 2016: $1Net Assets 2016: $3,204,4312016Assets 2017: $2,970,812Liabilities 2017: $0Net Assets 2017: $2,970,8122017Assets 2018: $2,655,414Liabilities 2018: $0Net Assets 2018: $2,655,4142018Assets 2019: $2,381,010Liabilities 2019: $0Net Assets 2019: $2,381,0102019Assets 2020: $4,788,720Liabilities 2020: $0Net Assets 2020: $4,788,7202020Assets 2021: $4,677,147Liabilities 2021: $0Net Assets 2021: $4,677,1472021Assets 2022: $4,501,454Liabilities 2022: $0Net Assets 2022: $4,501,4542022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

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

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $485,889Expenses 2011: $632,472Net Income 2011: -$146,5832011Revenue 2012: $792,683Expenses 2012: $467,273Net Income 2012: $325,4102012Revenue 2013: $309,109Expenses 2013: $559,774Net Income 2013: -$250,6652013Revenue 2014: $271,983Expenses 2014: $497,611Net Income 2014: -$225,6282014Revenue 2015: $267,252Expenses 2015: $480,939Net Income 2015: -$213,6872015Revenue 2016: $138,183Expenses 2016: $428,907Net Income 2016: -$290,7242016Revenue 2017: $190,895Expenses 2017: $424,514Net Income 2017: -$233,6192017Revenue 2018: $124,198Expenses 2018: $439,596Net Income 2018: -$315,3982018Revenue 2019: $174,893Expenses 2019: $449,297Net Income 2019: -$274,4042019Revenue 2020: $4,973,718Expenses 2020: $325,725Net Income 2020: $4,647,9932020Revenue 2021: $208,216Expenses 2021: $319,684Net Income 2021: -$111,4682021Revenue 2022: $11,063Expenses 2022: $185,920Net Income 2022: -$174,8572022Revenue 2023: -$57,386Expenses 2023: $1,325,024Net Income 2023: -$1,382,4102023

Highlighted filing

2023

Revenue-$57,386
Expenses$1,325,024
Net Income-$1,382,410
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$57,386
Expenses
$1,325,024
Net income
-$1,382,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$1.33$1.38
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.01$0.19$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.21$0.32$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$4.97$0.33$4.65
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.17$0.45$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.12$0.44$0.32
2017Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.19$0.42$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.14$0.43$0.29
2015Summary only. Only limited summary data is available for this year.$3.50$0.00$0.27$0.48$0.21
2014Summary only. Only limited summary data is available for this year.$3.71$0.00$0.27$0.50$0.23
2013Summary only. Only limited summary data is available for this year.$3.93$0.00$0.31$0.56$0.25
2012Summary only. Only limited summary data is available for this year.$4.19$0.00$0.79$0.47$0.33
2011Summary only. Only limited summary data is available for this year.$3.86$0.00$0.49$0.63$0.15
Latest Filing Detail
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 Pay84th percentile

Employees

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

Filer

Filer Name
The James E Downey Foundation
EIN
20-3510627
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 Appendix288 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James E Downey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GINO BIANCHI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0OTTAWA SCHOLARS - SEE ATTACHED SHEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE NELLS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1RELATED ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SHEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1250 NEWPORT CENTER DRIVE M100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATTACHED SHEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192660
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01299000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0195651
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0195651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0144409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0296115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0268744
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0268744
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01543873
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01103349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0144409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0296115
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01299000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01103349
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01812617
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0709268
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0450
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0THE JAMES E DOWNEY FOUNDATION MERGED WITH THE NELLS FOUNDATION (EIN:84-3379995)ON JUNE 30,2023.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01655
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13117389
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-DIVIDEND DISTRIBUTION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TRANSFER OF ASSETS DUE TO MERGER WITH THE NELLS FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015723
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02445
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115723
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01197
TaxesSchedule/TaxesDetail/Amt0406
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0406
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/BusinessNameLine1Txt0The James E Downey Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0203510627
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/ReturnTs02023-11-08T14:12:23-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Downey
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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