Civic Intelligence

Brewster West Foundation

990PF • Fiscal year 2019 • EIN 36-4902220

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 08, 2020

Organization Profile
235 Montgomery Street No 735San Francisco, CA 94104

(415) 651-1915

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

$975,740

No earlier filing loaded for comparison.

Net Assets

$975,740

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin99th percentile

Revenue

$999,462

No earlier filing loaded for comparison.

Expenses

$23,722

No earlier filing loaded for comparison.

Net Income

$975,740

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $975,740Liabilities 2019: $0Net Assets 2019: $975,7402019Assets 2020: $1,712,545Liabilities 2020: $0Net Assets 2020: $1,712,5452020Assets 2021: $1,673,561Liabilities 2021: $0Net Assets 2021: $1,673,5612021Assets 2022: $1,592,742Liabilities 2022: $0Net Assets 2022: $1,592,7422022Assets 2023: $2,438,146Liabilities 2023: $0Net Assets 2023: $2,438,1462023Assets 2024: $3,005,886Liabilities 2024: $0Net Assets 2024: $3,005,8862024

Highlighted filing

2019

Assets$975,740
Liabilities$0
Net Assets$975,740
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2019: $999,462Expenses 2019: $23,722Net Income 2019: $975,7402019Revenue 2020: $847,629Expenses 2020: $110,824Net Income 2020: $736,8052020Revenue 2021: $93,641Expenses 2021: $132,625Net Income 2021: -$38,9842021Revenue 2022: $30,857Expenses 2022: $111,676Net Income 2022: -$80,8192022Revenue 2023: $995,233Expenses 2023: $149,829Net Income 2023: $845,4042023Revenue 2024: $739,556Expenses 2024: $171,816Net Income 2024: $567,7402024

Highlighted filing

2019

Revenue$999,462
Expenses$23,722
Net Income$975,740
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA B JOHNSONDirector-$0--
SUSAN M BESTSecretary,Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Brewster West Foundation
EIN
36-4902220
Phone
4156511915
Address
235 MONTGOMERY STREET NO 735, SAN FRANCISCO, CA 94104

Signing Officer

Name
Barbara B Johnson
Title
Director
Phone
4156511915
Signed
2020-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Calegari & Morris Accountants
Address
650 CALIFORNIA ST 3RD FLOOR, SAN FRANCISCO, CA 94108
Preparer
Kathleen Burry
Phone
4159818766
Raw XML Appendix333 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONTRIBUTION - CONTRIBUTION RECEIVED
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NO GIFTS AND/OR SERVICES OR ANY OTHER COMPENSATION WAS RECEIVED IN CONNECTION WITH THE CONTRIBUTION FROM BARBARA B JOHNSON.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CHARLES SCHWAB - SEE ATTACHED DETAILS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CHARLES SCHWAB - SEE ATTACHED DETAILS
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022639
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022639
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022639
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022639
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022639
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARBARA B JOHNSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt057 POST STREET SUITE 510
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0941045020
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01006077
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01006077
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc014,584 SHARES OF EXXON MOBIL CORP (XOM)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-11-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt014794
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014794
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07845
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11083
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES - KRAMER BLUM & ASSOCIATES INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07845
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11083
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BARBARA B JOHNSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt057 POST STREET SUITE 510
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN FRANCISCO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094104
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA B JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04156511915
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREWSTER WEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BREW
ReturnHeader/Filer/EIN0364902220
ReturnHeader/Filer/PhoneNum04156511915
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 MONTGOMERY STREET NO 735
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0558C22E7031C17682A4215466F93A8DF87D5234D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0558C22E7031C17682A4215466F93A8DF87D5234D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.2.150.130
ReturnHeader/FilingSecurityInformation/IPDt02020-04-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:17:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942186350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALEGARI & MORRIS ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 CALIFORNIA ST 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04159818766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN BURRY
ReturnHeader/ReturnTs02020-04-08T13:34:44-05:00
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
$975,740
Liabilities
$0
Net assets
$975,740
Revenue
$999,462
Expenses
$23,722
Net income
$975,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.74$0.17$0.57
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$1.00$0.15$0.85
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.03$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.09$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.85$0.11$0.74
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.00$0.02$0.98