Civic Intelligence

Brewster West Foundation

990PF • Fiscal year 2022 • EIN 36-4902220

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 05, 2023

Organization Profile
PO Box 6106San Rafael, CA 94903

(415) 651-1915

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

4th percentile

-262%

Higher net margin than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

31st percentile

-4.8%

Faster asset growth than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-67%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,592,742

Down $80,819 (-4.8%) from 2021

Net Assets

Down

$1,592,742

Down $80,819 (-4.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Down

$30,857

Down $62,784 (-67%) from 2021

Expenses

Down

$111,676

Down $20,949 (-16%) from 2021

Net Income

Down

-$80,819

Down $41,835 (-107%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2022

Assets$1,592,742
Liabilities$0
Net Assets$1,592,742
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

2022

Revenue$30,857
Expenses$111,676
Net Income-$80,819
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 5, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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
PO BOX 6106, SAN RAFAEL, CA 94903

Signing Officer

Name
Barbara B Johnson
Title
Director
Phone
4156511915
Signed
2023-06-05
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 Appendix324 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/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/AppliedToCurrentYearAmt082949
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt036825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022639
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt082622
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt036825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022639
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090494
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07545
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082622
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt075077
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02064
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt031658
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt115630
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES - KRAMER BLUM & ASSOCIATES INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt031658
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt115630
TaxesSchedule/TaxesDetail/Amt01910
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA B JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04156511915
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREWSTER WEST FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KRAMER BLUM AND ASSOCIATES
ReturnHeader/Filer/BusinessNameControlTxt0BREW
ReturnHeader/Filer/EIN0364902220
ReturnHeader/Filer/PhoneNum04156511915
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6106
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094903
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN BURRY
ReturnHeader/ReturnTs02023-06-06T11:45:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,592,742
Liabilities
$0
Net assets
$1,592,742
Revenue
$30,857
Expenses
$111,676
Net income
-$80,819
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