Civic Intelligence

Joseph C and Katherine a Drew Foundation

EIN 33-0735198 • Rancho Santa Fe, CA

PO Box 5000 - Pmb 27Rancho Santa Fe, CA 92067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

6th percentile

-426%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-94%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-23%

Faster revenue growth than 30% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$17,385

Down $282,469 (-94%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$17,385

Down $282,469 (-94%) from 2023

Revenue

Down

$56,276

Down $16,990 (-23%) from 2023

Expenses

Up

$296,017

Up $283,386 (+2244%) from 2023

Net Income

Down

-$239,741

Down $300,376 (-495%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $400,953Liabilities 2014: $0Net Assets 2014: $400,9532014Assets 2015: $425,006Liabilities 2015: $0Net Assets 2015: $425,0062015Assets 2016: $422,607Liabilities 2016: $0Net Assets 2016: $422,6072016Assets 2017: $539,306Liabilities 2017: $0Net Assets 2017: $539,3062017Assets 2018: $466,325Liabilities 2018: $0Net Assets 2018: $466,3252018Assets 2019: $250,267Liabilities 2019: $0Net Assets 2019: $250,2672019Assets 2020: $273,499Liabilities 2020: $0Net Assets 2020: $273,4992020Assets 2021: $203,391Liabilities 2021: $0Net Assets 2021: $203,3912021Assets 2022: $239,219Liabilities 2022: $0Net Assets 2022: $239,2192022Assets 2023: $299,854Liabilities 2023: $0Net Assets 2023: $299,8542023Assets 2024: $17,385Liabilities 2024: $0Net Assets 2024: $17,3852024

Highlighted filing

2024

Assets$17,385
Liabilities$0
Net Assets$17,385

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2014: $81,136Expenses 2014: $21,605Net Income 2014: $59,5312014Revenue 2015: $50,182Expenses 2015: $26,129Net Income 2015: $24,0532015Revenue 2016: $25,764Expenses 2016: $28,163Net Income 2016: -$2,3992016Revenue 2017: $149,915Expenses 2017: $33,216Net Income 2017: $116,6992017Revenue 2018: $57,186Expenses 2018: $130,167Net Income 2018: -$72,9812018Revenue 2019: $36,043Expenses 2019: $252,101Net Income 2019: -$216,0582019Revenue 2020: $80,396Expenses 2020: $57,164Net Income 2020: $23,2322020Revenue 2021: $42,018Expenses 2021: $112,126Net Income 2021: -$70,1082021Revenue 2022: $48,153Expenses 2022: $12,325Net Income 2022: $35,8282022Revenue 2023: $73,266Expenses 2023: $12,631Net Income 2023: $60,6352023Revenue 2024: $56,276Expenses 2024: $296,017Net Income 2024: -$239,7412024

Highlighted filing

2024

Revenue$56,276
Expenses$296,017
Net Income-$239,741

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Joseph C And Katherine A Drew Foundation
EIN
33-0735198
Address
PO BOX 5000 - PMB 27, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Katherine A Drew
Title
Secretary
Phone
8587711430
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
2020 Main Street Suite 1160, Irvine, CA 92614
Preparer
Karmin Huber
Phone
9099447222
Raw XML Appendix371 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/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ABBOTT HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAN DIEGO RIVER CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SHARP GROSSMONT HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0909 COURT MERRILL PO BOX 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13030 BUNKER HILL ST SUITE 309-1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25555 GROSSMONT CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MITCHELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0573010700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291942
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0290000
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/AppliedToCurrentYearAmt06701
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01164
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt099480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0234987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0234987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0426841
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0283060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt099480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043601
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0290925
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0283060
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0661828
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0378768
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01164
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0KATHERINE DREW
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 5000 - PMB 27
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RANCHO SANTA FE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092067
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt019015
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt042728
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN UNREALIZED GAINS PRIOR TO SELLING ALL FUNDS IN CURRENT YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK/ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04796
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04846
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Secretary of State
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt025
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0KATHERINE DREW
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 5000 - PMB 27
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0RANCHO SANTA FE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092067
TaxesSchedule/TaxesDetail/Amt081
TaxesSchedule/TaxesDetail/Amt1120
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt081
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine A Drew
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08587711430
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph C And Katherine A Drew Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0330735198
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5000 - PMB 27
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 Main Street Suite 1160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09099447222
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARMIN HUBER
ReturnHeader/ReturnTs02025-05-15T10:37:51+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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