Civic Intelligence

The James E Downey Foundation

990PF • Fiscal year 2016 • EIN 20-3510627

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization Profile
23 BrooklineAlijo Viejo, CA 92656

(562) 344-1700

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-210%

Higher net margin than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

13th percentile

-8.3%

Faster asset growth than 13% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-48%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$3,204,432

Down $290,723 (-8.3%) from 2015

Net Assets

$3,204,431

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin4th percentile

Revenue

Down

$138,183

Down $129,069 (-48%) from 2015

Expenses

Down

$428,907

Down $52,032 (-11%) from 2015

Net Income

Down

-$290,724

Down $77,037 (-36%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2016

Assets$3,204,432
Liabilities$1
Net Assets$3,204,431
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$138,183
Expenses$428,907
Net Income-$290,724
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E DowneyPresident & Director-$0--
Karl JonsonCFO & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The James E Downey Foundation
EIN
20-3510627
Phone
5623441700
Address
23 Brookline, Alijo Viejo, CA 92656

Signing Officer

Name
James E Downey
Title
President
Signed
2017-05-11
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 Appendix330 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/PersonNm1Karl Jonson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO & secretary
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0OTTAWA SCHOLARS - SEE ATTACHED SHEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ORANGE COUNTY SCHOLARS - SEE ATTACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SHEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SEE ATTACHED SHEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATTACHED SHEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATTACHED SHEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192646
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0371900
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/AppliedToCurrentYearAmt0164480
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0164480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0248398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0211187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0238731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0220154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0412020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0412020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01148071
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0229601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0248398
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0211187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0238731
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0220154
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0394081
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0229601
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01560091
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01330490
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010970
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09364
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt09364
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt022181
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018287
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19940
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt218287
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt324
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt0225
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt2832
TaxesSchedule/TaxesDetail/Amt3160
TaxesSchedule/TaxesDetail/Amt41603
TaxesSchedule/TaxesDetail/Amt5830
TaxesSchedule/TaxesDetail/Amt610
TaxesSchedule/TaxesDetail/CategoryTxt0CA SOS registration
TaxesSchedule/TaxesDetail/CategoryTxt1CALIF AG REGISTRATION FEE
TaxesSchedule/TaxesDetail/CategoryTxt2CURRENT YEAR FED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt4prior year fed excise tax
TaxesSchedule/TaxesDetail/CategoryTxt5PRIOR YEAR FED TAX REFUND
TaxesSchedule/TaxesDetail/CategoryTxt6TAXES & LICENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0832
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1160
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21603
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3-830
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James E Downey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The James E Downey Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0203510627
ReturnHeader/Filer/PhoneNum05623441700
ReturnHeader/Filer/USAddress/AddressLine1Txt023 Brookline
ReturnHeader/Filer/USAddress/CityNm0Alijo Viejo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092656
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/ReturnTs02017-05-12T13:11:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,204,432
Liabilities
$1
Net assets
$3,204,431
Revenue
$138,183
Expenses
$428,907
Net income
-$290,724
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