Civic Intelligence

The James E Downey Foundation

990PF • Fiscal year 2019 • EIN 20-3510627

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 26, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-157%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

10th percentile

-10%

Faster asset growth than 10% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,381,010

Down $274,404 (-10%) from 2018

Net Assets

Down

$2,381,010

Down $274,404 (-10%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Up

$174,893

Up $50,695 (+41%) from 2018

Expenses

Up

$449,297

Up $9,701 (+2.2%) from 2018

Net Income

Up

-$274,404

Up $40,994 (+13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2019

Assets$2,381,010
Liabilities$0
Net Assets$2,381,010
Open 2019 Filing

Operations Trend

Revenue Growth84th 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

2019

Revenue$174,893
Expenses$449,297
Net Income-$274,404
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 26, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E DowneyPresident & Director-$0--
Karl JonsonCFO & Director-$0--
Tiffany IsraelSecretary & Director-$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
2020-02-26
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 Appendix333 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/PersonNm2Tiffany Israel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & dir
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary & dir
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0250 NEWPORT CENTER DR STE M100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TIFFANY ISRAEL
IRS990PF/StatementsRegardingActyGrp/PhoneNum09492876666
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE FOUNDATION'S SCHOLARSHIP APPLICATION FORM SHOULD BE USED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE JAMES E DOWNEY FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09492876666
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0250 NEWPORT CENTER DR STE M100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092660
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SINGLE PARENTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0YEAR ROUND
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0James E Downey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0421500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0OTTAWA SCHOLARS - SEE ATTACHED SHEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SHEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATTACHED SHEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061350
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0421500
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/AppliedToCurrentYearAmt0125385
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0268744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0234640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0229601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0248398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0211187
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0211187
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01277498
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0296115
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0268744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0234640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0229601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0248398
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0421500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0296115
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01488685
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01192570
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0james e downey
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0250 NEWPORT CENTER DR STE M100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092660
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05788
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05788
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0DONOR FURNISHED THE FOUNDATION'S ADMINISTRATION AND OPERATING EXPENSES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-06-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2407
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/Amt11116
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1other taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt042
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James E Downey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-26
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/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/ReturnTs02020-02-26T14:56:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,381,010
Liabilities
$0
Net assets
$2,381,010
Revenue
$174,893
Expenses
$449,297
Net income
-$274,404
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