Civic Intelligence

The James E Downey Foundation

990PF • Fiscal year 2021 • EIN 20-3510627

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

7th percentile

-54%

Higher net margin than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

19th percentile

-2.3%

Faster asset growth than 19% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,677,147

Down $111,573 (-2.3%) from 2020

Net Assets

Down

$4,677,147

Down $111,573 (-2.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin7th percentile

Revenue

Down

$208,216

Down $4,765,502 (-96%) from 2020

Expenses

Down

$319,684

Down $6,041 (-1.9%) from 2020

Net Income

Down

-$111,468

Down $4,759,461 (-102%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2021

Assets$4,677,147
Liabilities$0
Net Assets$4,677,147
Open 2021 Filing

Operations Trend

Revenue Growth1st 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

2021

Revenue$208,216
Expenses$319,684
Net Income-$111,468
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E DowneyPresident & Director-$0--
Karl JonsonCFO & Director-$0--
EIRA NGUYENSecretary & 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
2021-11-15
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 Appendix308 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary & dir
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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/AppliedToCurrentYearAmt0236000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0240206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0144409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0296115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0268744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0234640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0229601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0225395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0943908
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0144409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0296115
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0268744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0234640
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0236000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01169303
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01173509
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KEITH MCGINNIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02951 E 1489TH ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OTTAWA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd061350
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0114
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PAYPAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026667
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04740
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126667
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3267
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4340
TaxesSchedule/TaxesDetail/Amt050465
TaxesSchedule/TaxesDetail/Amt1160
TaxesSchedule/TaxesDetail/Amt2122
TaxesSchedule/TaxesDetail/Amt3920
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt3OTHER TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0122
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James E Downey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/ReturnTs02021-11-15T10:23:50-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Downey
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,677,147
Liabilities
$0
Net assets
$4,677,147
Revenue
$208,216
Expenses
$319,684
Net income
-$111,468
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