Civic Intelligence

The Joseph C and Katherine a Drew Foundation

990PF • Fiscal year 2016 • EIN 33-0735198

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 28, 2017

Organization Profile
PO Box 5000 - Pmb 27Rancho Santa Fe, CA 92067

(858) 771-1430

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-9.3%

Higher net margin than 27% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-0.6%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-49%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$422,607

Down $2,399 (-0.6%) from 2015

Net Assets

Down

$422,607

Down $2,399 (-0.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin27th percentile

Revenue

Down

$25,764

Down $24,418 (-49%) from 2015

Expenses

Up

$28,163

Up $2,034 (+7.8%) from 2015

Net Income

Down

-$2,399

Down $26,452 (-110%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2016

Assets$422,607
Liabilities$0
Net Assets$422,607
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$25,764
Expenses$28,163
Net Income-$2,399
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE A DREWSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Joseph C and Katherine a Drew
EIN
33-0735198
Phone
8587711430
Address
PO BOX 5000 - PMB 27, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Katherine Drew
Title
Secretary
Phone
8587711430
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
3175 SEDONA COURT A, ONTARIO, CA 91764
Preparer
Daniel E Duir CPA
Phone
9099447222
Raw XML Appendix353 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01207 UPAS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11101 E MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2838 ACADEMY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EL CAJON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SOLANA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292075
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt018112
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0130227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0396372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt077213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt077213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0538497
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03068
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0130227
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0396372
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06888
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0615710
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0608822
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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/TotalContributionsAmt020300
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK/ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02167
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ATTORNEY GENERAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KATHERINE 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/Amt010
TaxesSchedule/TaxesDetail/Amt1209
TaxesSchedule/TaxesDetail/Amt2152
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE DREW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08587711430
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEPH C AND KATHERINE A DREW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0330735198
ReturnHeader/Filer/PhoneNum08587711430
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5000 - PMB 27
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC3E280773829497EBF1E990B8CDDC06A6E40B66
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C41BC1A744552A7D6A223721139A993B069AC411
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.15.98.225
ReturnHeader/FilingSecurityInformation/IPDt02017-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:15:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03175 SEDONA COURT A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONTARIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091764
ReturnHeader/PreparerPersonGrp/PhoneNum09099447222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL E DUIR CPA
ReturnHeader/ReturnTs02017-10-02T10:41:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$422,607
Liabilities
$0
Net assets
$422,607
Revenue
$25,764
Expenses
$28,163
Net income
-$2,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.56$2.96$2.40
2023Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.73$0.13$0.61
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.48$0.12$0.36
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.42$1.12$0.70
2020Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.80$0.57$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.36$2.52$2.16
2018Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.57$1.30$0.73
2017Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$1.50$0.33$1.17
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.26$0.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.50$0.26$0.24
2014Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.81$0.22$0.60