Civic Intelligence

The Bellwether Foundation II

990PF • Fiscal year 2017 • EIN 36-4665428

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 01, 2018

Organization Profile
21650 Oxnard StWoodland Hills, CA 91367

(818) 981-3115

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

122%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$12,753,984

Up $742,669 (+6.2%) from 2016

Net Assets

Up

$12,753,983

Up $742,668 (+6.2%) from 2016

Liabilities

Up

$1

Up $1 from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin87th percentile

Revenue

Up

$1,107,345

Up $608,044 (+122%) from 2016

Expenses

Up

$623,381

Up $14,221 (+2.3%) from 2016

Net Income

Up

$483,964

Up $593,823 (+541%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2017

Assets$12,753,984
Liabilities$1
Net Assets$12,753,983
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

2017

Revenue$1,107,345
Expenses$623,381
Net Income$483,964
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 1, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAIMEE LISA DAVISPresidentPT$0--
PAUL OLIVER DAVISSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Bellwether Foundation Ii
EIN
36-4665428
Phone
8189813115
Address
21650 OXNARD ST, WOODLAND HILLS, CA 91367

Signing Officer

Name
Jaimee Lisa Davis
Title
President
Signed
2018-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Summit Business Management Inc
Address
21650 Oxnard Street Suite 350, Woodland Hills, CA 91367
Preparer
Steven Shapiro
Phone
8189813115
Raw XML AppendixShowing 400 of 419 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0400
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt0COALITION FOR GREEN CAPITAL
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0The Coalition for Green Capitals mission is to accelerate the transition to the clean energy economy by establishing Green Banks at the local, state, federal, and international levels to spur greater investment in renewables, energy efficiency and clean transportation.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0COALITION FOR GREEN CAPITAL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAIMEE LISA DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL OLIVER DAVIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ROCKEFELLER PHILANTHROPY ADVISORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BREAST CANCER FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4THE DC PROJECT GROUNDSWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5COALITION FOR GREEN CAPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6VOTE SOLAR INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7PESTICIDE ACTION NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8POLICY IMPACT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9LA CENTER FOR LAW JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10PROGEORGIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11ROOSEVELT INSTITUTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02201 BROADWAY 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1660 PENNSYLVANIA AVE SUITE 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26 WEST 48TH STREET 10TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31388 SUTTER STREET SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41250 24TH STREET NW SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52001 K STREET NW STE 802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6360 22ND ST STE 730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71611 TELEGRAPH AVE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81107 9TH STREET 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt95301 Whittier Blvd 4th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101530 Dekalb Avenue Suite A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11570 Lexington Avenue 5th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013764
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0555336
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0595264
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0569100
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0581500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0555336
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03263
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt093
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0S/T GAIN - ACCRUED MARKET DISCOUNT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AUTO EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt066
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01534
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01534
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0258797
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0unrealized gain/loss
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt142715
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt057500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt142715
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt057500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt142715
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND LICENSES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAIMEE LISA DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BELLWETHER FOUNDATION II

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,753,984
Liabilities
$1
Net assets
$12,753,983
Revenue
$1,107,345
Expenses
$623,381
Net income
$483,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$1.60$0.49$1.11
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.13$1.05$0.08
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.50$0.84$0.35
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$1.36$0.86$0.51
2021Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$1.61$0.72$0.89
2020Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.66$1.01$0.35
2019Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$1.06$0.73$0.34
2018Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.55$0.64$0.09
2017Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.11$0.62$0.48
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.50$0.61$0.11
2015Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.14$0.63$0.51
2012Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.50