Civic Intelligence

The Bellwether Foundation II

990PF • Fiscal year 2012 • EIN 36-4665428

Oct 01, 2011 to Sep 30, 2012 • Filed on Feb 15, 2013

16255 Ventura Blvd Ste 62591436
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$10,236,138

No earlier filing loaded for comparison.

Net Assets

$10,236,138

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$504,462

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $10,236,138Liabilities 2012: $0Net Assets 2012: $10,236,1382012Assets 2015: $11,290,481Liabilities 2015: $0Net Assets 2015: $11,290,4812015Assets 2016: $12,011,315Liabilities 2016: $0Net Assets 2016: $12,011,3152016Assets 2017: $12,753,984Liabilities 2017: $1Net Assets 2017: $12,753,9832017Assets 2018: $13,913,656Liabilities 2018: $0Net Assets 2018: $13,913,6562018Assets 2019: $9,475,676Liabilities 2019: $0Net Assets 2019: $9,475,6762019Assets 2020: $9,126,516Liabilities 2020: $0Net Assets 2020: $9,126,5162020Assets 2021: $10,012,726Liabilities 2021: $0Net Assets 2021: $10,012,7262021Assets 2022: $10,519,426Liabilities 2022: $0Net Assets 2022: $10,519,4262022Assets 2023: $10,171,663Liabilities 2023: $0Net Assets 2023: $10,171,6632023Assets 2024: $10,253,954Liabilities 2024: $0Net Assets 2024: $10,253,9542024Assets 2025: $11,359,940Liabilities 2025: $1,398Net Assets 2025: $11,358,5422025

Highlighted filing

2012

Assets$10,236,138
Liabilities$0
Net Assets$10,236,138

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $504,4622012Revenue 2015: $1,138,582Expenses 2015: $627,013Net Income 2015: $511,5692015Revenue 2016: $499,301Expenses 2016: $609,160Net Income 2016: -$109,8592016Revenue 2017: $1,107,345Expenses 2017: $623,381Net Income 2017: $483,9642017Revenue 2018: $546,954Expenses 2018: $639,468Net Income 2018: -$92,5142018Revenue 2019: $1,061,220Expenses 2019: $725,731Net Income 2019: $335,4892019Revenue 2020: $656,583Expenses 2020: $1,005,743Net Income 2020: -$349,1602020Revenue 2021: $1,605,088Expenses 2021: $718,878Net Income 2021: $886,2102021Revenue 2022: $1,364,159Expenses 2022: $857,459Net Income 2022: $506,7002022Revenue 2023: $497,022Expenses 2023: $844,785Net Income 2023: -$347,7632023Revenue 2024: $1,132,356Expenses 2024: $1,050,065Net Income 2024: $82,2912024Revenue 2025: $1,601,524Expenses 2025: $492,375Net Income 2025: $1,109,1492025

Highlighted filing

2012

Revenue-
Expenses$504,462
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Feb 15, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL OLIVER DAVISSecretaryPT$0--
JAIMEE LISA DAVISPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL SUPPORT501c3RESTON, VA, US$40,000
Paid Grant-GENERAL SUPPORT501c3NEW YORK, NY, US$40,000
Paid Grant-GENERAL SUPPORT501c3WASHINGTON, DC, US$40,000
Paid Grant-GENERAL SUPPORT501c3OAKLAND, CA, US$40,000
Paid Grant-GENERAL SUPPORT501c3WASHINGTON, DC, US$35,000
Paid Grant-GENERAL SUPPORT501c3BOSTON, MA, US$30,724
Paid Grant-GENERAL SUPPORT501c3NEW YORK, NY, US$30,000
Paid Grant-GENERAL SUPPORT501c3LOS ANGELES, CA, US$30,000
Paid Grant-GENERAL SUPPORT501c3SAN FRANCISCO, CA, US$30,000
Paid Grant-GENERAL SUPPORT501c3WASHINGTON, DC, US$25,000
Paid Grant-GENERAL FUND501c3NEW YORK, NY, US$25,000
Paid Grant-GENERAL SUPPORT501c3WASHINGTON, DC, US$20,000
Paid Grant-GENERAL SUPPORT501c3NEW YORK, NY, US$5,000
Paid Grant-GENERAL SUPPORT501c3LANDER, WY, US$5,000
Filing and Contact Details

Filer

EIN
36-4665428
Raw XML AppendixShowing 400 of 436 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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ContractorCompensationExpln/ContractorCompExplanation/ContractorNameBusiness/BusinessNameLine10ROCKEFELLER PHILANTHROPY ADVISORS
ContractorCompensationExpln/ContractorCompExplanation/Explanation0Rockefeller Philanthropy Advisors provides research and counsel on charitable giving, develops philanthropic programs and offers complete program, administrative and management services for foundations and trusts.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PAUL OLIVER DAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAIMEE LISA DAVIS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501c3
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0BRENNAN CENTER FOR JUSTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1LIGHTHAWK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2EARTHWORKS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3THE DC PROJECT GROUNDSWELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4CLEAN AIR TASK FORCE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5CENTER FOR WORKING FAMILIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6FOOD AND WATER WATCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7BREAST CANCER FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8HEALTH CARE WITHOUT HARM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9ROCKEFELLER FAMILY FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10ROCKEFELLER PHILANTHROPY ADVISORS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11CENTER FOR PROGRESSIVE REFORM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12CENTER FOR FOOD SAFETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13CENTER FOR ENVIRONMENTAL HEALTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10161 AVENUE OF THE AMERICANS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 653
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121612 K ST NW SUITE 808
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131250 24TH STREET NW SUITE 300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1418 TREMONT STREET SUITE 530
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151133 BROADWAY SUITE 332
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine165365 W ADAMS BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171388 SUTTER STREET SUITE 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1812355 SUNRISE VALLEY DR SUITE 680
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19475 RIVERSIDE DRIVE SUITE 900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1106 WEST 48TH STREET 10TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111455 MASSACHUSETTS AVE NW 150-513
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112660 PENNSYLVANIA AVE SUITE 302
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1132201 BROADWAY 302
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LANDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8RESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13OAKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010013
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode182520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220006
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode320037
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode510010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode690016
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode794109
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode820191
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode910115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1010036
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1120001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1220003
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1394612
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0395724
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear024908
IRS990PF/UndistributedIncome/AppliedToYear10427297
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0468846
IRS990PF/UndistributedIncome/QualifyingDistributions0452205
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0443938
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0427297
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount09221
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps08321
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherDecreasesSchedule/OtherDecreases/Amount09411
OtherDecreasesSchedule/OtherDecreases/Description0investment loss on return not on books
OtherExpensesSchedule/OtherExpenses/Description0POSTAGE
OtherExpensesSchedule/OtherExpenses/Description1Meetings and seminars
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps02300
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks039
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12300
OtherIncreasesSchedule/OtherIncreases/Amount01330042
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome034247
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount034247
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount141250

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