Civic Intelligence

The Joseph C and Katherine a Drew Foundation

990PF • Fiscal year 2019 • EIN 33-0735198

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 01, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-599%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-37%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$250,267

Down $216,058 (-46%) from 2018

Net Assets

Down

$250,267

Down $216,058 (-46%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$36,043

Down $21,143 (-37%) from 2018

Expenses

Up

$252,101

Up $121,934 (+94%) from 2018

Net Income

Down

-$216,058

Down $143,077 (-196%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2019

Assets$250,267
Liabilities$0
Net Assets$250,267
Open 2019 Filing

Operations Trend

Revenue Growth14th 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

2019

Revenue$36,043
Expenses$252,101
Net Income-$216,058
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 1, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
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
2020-10-01
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GLOBAL REAL ESTATE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ABBOTT HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 N BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IRVINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010533
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
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/AppliedToCurrentYearAmt015013
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0104152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01942
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01942
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0357704
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0234987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0104152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03068
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0234987
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0359646
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0124659
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/TotalContributionsAmt043000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK/ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01106
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/Amt183
TaxesSchedule/TaxesDetail/Amt2227
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE DREW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08587711430
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH 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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06CD9FD61740FD69DB653BC537F853D0D1889E918
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.145.222.81
ReturnHeader/FilingSecurityInformation/IPDt02020-10-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:09:32
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/PreparationDt02020-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL E DUIR CPA
ReturnHeader/ReturnTs02020-10-06T11:49:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,267
Liabilities
$0
Net assets
$250,267
Revenue
$36,043
Expenses
$252,101
Net income
-$216,058
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