Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 26-3118256

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

7.2%

Faster asset growth than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-4.4%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$310,041

Up $20,798 (+7.2%) from 2019

Net Assets

Up

$310,041

Up $20,798 (+7.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Down

$23,808

Down $1,103 (-4.4%) from 2019

Expenses

Down

$3,010

Down $11,196 (-79%) from 2019

Net Income

Up

$20,798

Up $10,093 (+94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$310,041
Liabilities$0
Net Assets$310,041
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

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

2020

Revenue$23,808
Expenses$3,010
Net Income$20,798
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
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
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Eisneramperllp
Address
ONE MARKET THE LANDMARK SUITE 620, SAN FRANCISCO, CA 94105
Preparer
Paul Bleeg
Phone
4159746000
Raw XML Appendix287 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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0842
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt055324
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02812
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0666
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028487
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02812
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056166
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053354
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04152635600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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/PreparerFirmGrp/PreparerFirmEIN0871353108
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/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL BLEEG
ReturnHeader/ReturnTs02021-11-14T21:08:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POWELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$310,041
Liabilities
$0
Net assets
$310,041
Revenue
$23,808
Expenses
$3,010
Net income
$20,798
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