Civic Intelligence

The Bellwether Foundation II

990PF • Fiscal year 2018 • EIN 36-4665428

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 14, 2019

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

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

13th percentile

-17%

Higher net margin than 13% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

74th percentile

9.1%

Faster asset growth than 74% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$13,913,656

Up $1,159,672 (+9.1%) from 2017

Net Assets

Up

$13,913,656

Up $1,159,673 (+9.1%) from 2017

Liabilities

Down

$0

Down $1 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin13th percentile

Revenue

Down

$546,954

Down $560,391 (-51%) from 2017

Expenses

Up

$639,468

Up $16,087 (+2.6%) from 2017

Net Income

Down

-$92,514

Down $576,478 (-119%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2018

Assets$13,913,656
Liabilities$0
Net Assets$13,913,656
Open 2018 Filing

Operations Trend

Revenue Growth6th 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

2018

Revenue$546,954
Expenses$639,468
Net Income-$92,514
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 14, 2019
Return Version
2017v2.2
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
2019-08-14
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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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6436 14TH STREET STE 820
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131342 FLORIDA AVE NW
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04572
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01252187
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045044
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt145275
TaxesSchedule/TaxesDetail/Amt015493
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND LICENSES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAIMEE LISA DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BELLWETHER FOUNDATION II
ReturnHeader/Filer/BusinessNameControlTxt0BELL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,913,656
Liabilities
$0
Net assets
$13,913,656
Revenue
$546,954
Expenses
$639,468
Net income
-$92,514
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