Civic Intelligence

Powell Endowment Foundation (F/K/A Nancy H Powell Foundation)

990PF • Fiscal year 2017 • EIN 26-3118256

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
824 E StreetSan Rafael, CA 94901

(415) 263-5600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$279,692

Up $6,740 (+2.5%) from 2016

Net Assets

Up

$279,692

Up $6,740 (+2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$9,155

Up $14,609 (+268%) from 2016

Expenses

Down

$2,415

Down $28,705 (-92%) from 2016

Net Income

Up

$6,740

Up $43,314 (+118%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $308,703Liabilities 2010: $0Net Assets 2010: $308,7032010Assets 2011: $298,712Liabilities 2011: $0Net Assets 2011: $298,7122011Assets 2012: $302,702Liabilities 2012: $0Net Assets 2012: $302,7022012Assets 2013: $274,341Liabilities 2013: $0Net Assets 2013: $274,3412013Assets 2014: $297,080Liabilities 2014: $0Net Assets 2014: $297,0802014Assets 2015: $309,526Liabilities 2015: $0Net Assets 2015: $309,5262015Assets 2016: $272,952Liabilities 2016: $0Net Assets 2016: $272,9522016Assets 2017: $279,692Liabilities 2017: $0Net Assets 2017: $279,6922017Assets 2018: $278,538Liabilities 2018: $0Net Assets 2018: $278,5382018Assets 2019: $289,243Liabilities 2019: $0Net Assets 2019: $289,2432019Assets 2020: $310,041Liabilities 2020: $0Net Assets 2020: $310,0412020

Highlighted filing

2017

Assets$279,692
Liabilities$0
Net Assets$279,692
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KExpenses 2010: $16,5942010Expenses 2011: $10,3022011Expenses 2012: $7,1882012Revenue 2013: $17,127Expenses 2013: $45,488Net Income 2013: -$28,3612013Revenue 2014: $41,206Expenses 2014: $18,467Net Income 2014: $22,7392014Revenue 2015: $15,760Expenses 2015: $3,198Net Income 2015: $12,5622015Revenue 2016: -$5,454Expenses 2016: $31,120Net Income 2016: -$36,5742016Revenue 2017: $9,155Expenses 2017: $2,415Net Income 2017: $6,7402017Revenue 2018: $10,647Expenses 2018: $11,801Net Income 2018: -$1,1542018Revenue 2019: $24,911Expenses 2019: $14,206Net Income 2019: $10,7052019Revenue 2020: $23,808Expenses 2020: $3,010Net Income 2020: $20,7982020

Highlighted filing

2017

Revenue$9,155
Expenses$2,415
Net Income$6,740
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J POWELLPresident-$0--
MICHAEL S POWELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Powell Endowment Foundation
EIN
26-3118256
Phone
4152635600
Address
824 E STREET, SAN RAFAEL, CA 94901

Signing Officer

Name
Jeffrey Powell
Title
President
Phone
4152635600
Signed
2018-11-15

Preparer

Firm
Eisneramperllp
Address
ONE MARKET THE LANDMARK SUITE 620, SAN FRANCISCO, CA 94105
Preparer
Paul S Bleeg
Phone
4159746000
Raw XML Appendix325 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091350
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0334
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028487
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032080
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt076918
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0666
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028487
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014843
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032080
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0666
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt076252
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0130
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STATE TAX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04152635600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POWELL ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(F/K/A NANCY H POWELL FOUNDATION)
ReturnHeader/Filer/BusinessNameControlTxt0POWE
ReturnHeader/Filer/EIN0263118256
ReturnHeader/Filer/PhoneNum04152635600
ReturnHeader/Filer/USAddress/AddressLine1Txt0824 E STREET
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D6E32059480FB3617FD4C51749803596B1CA155D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01BC1674C513A253C7E0971F0C8DD7648D65DA4D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.185.250.114
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:18:04
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNERAMPERLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MARKET THE LANDMARK SUITE 620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04159746000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL S BLEEG
ReturnHeader/ReturnTs02018-11-12T10:50:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,692
Liabilities
$0
Net assets
$279,692
Revenue
$9,155
Expenses
$2,415
Net income
$6,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.24$0.03$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.25$0.14$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.11$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.09$0.02$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.05$0.31$0.37
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.16$0.03$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.41$0.18$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.17$0.45$0.28
2012Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.07
2011Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.10
2010Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.17