Civic Intelligence

Robert and Bernarda Neal Foundation

990PF • Fiscal year 2020 • EIN 47-5080268

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 05, 2021

4100 Newport PlaceNewport Beach, CA 92660

(949) 253-7920

Siviq Scores

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

Liabilities / Assets

94th percentile

0.89x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

2.9%

Higher net margin than 48% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

3rd percentile

-90%

Faster asset growth than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-78%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$568

Down $4,953 (-90%) from 2019

Net Assets

$62

No earlier filing loaded for comparison.

Liabilities

Down

$506

Down $7,654 (-94%) from 2019

Revenue

Down

$93,300

Down $335,742 (-78%) from 2019

Expenses

Down

$90,599

Down $340,404 (-79%) from 2019

Net Income

Up

$2,701

Up $4,662 (+238%) from 2019

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2015: $1Liabilities 2015: $02015Assets 2019: $5,521Liabilities 2019: $8,1602019Assets 2020: $568Liabilities 2020: $506Net Assets 2020: $622020Assets 2021: $12,416Liabilities 2021: $2,084Net Assets 2021: $10,3322021Assets 2022: $36,954Liabilities 2022: $2,450Net Assets 2022: $34,5042022Assets 2023: $13,154Liabilities 2023: $2,661Net Assets 2023: $10,4932023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$568
Liabilities$506
Net Assets$62

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2019: $429,042Expenses 2019: $431,003Net Income 2019: -$1,9612019Revenue 2020: $93,300Expenses 2020: $90,599Net Income 2020: $2,7012020Revenue 2021: $239,000Expenses 2021: $228,730Net Income 2021: $10,2702021Revenue 2022: $593,678Expenses 2022: $569,506Net Income 2022: $24,1722022Revenue 2023: $85,000Expenses 2023: $109,011Net Income 2023: -$24,0112023Revenue 2024: $20,630Expenses 2024: $28,494Net Income 2024: -$7,8642024

Highlighted filing

2020

Revenue$93,300
Expenses$90,599
Net Income$2,701
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 5, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert J NealPresident-$0--
Bernarda A NealDirector-$0--
Kira M PotterDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Bernarda Neal Foundation
EIN
47-5080268
Phone
9492537920
Address
4100 Newport Place, Newport Beach, CA 92660

Signing Officer

Name
Robert J Neal
Title
President
Signed
2021-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Felix Rogin Inc
Address
666 W 188th Street Suite 5K, New York, NY 10040
Preparer
Felix Rogin
Phone
3233195809
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16Downers Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17Albert Lea
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd17MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092676
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd780111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd837064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd998642
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1122630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1291403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1310028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1420006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1592780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1660515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1756007
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064838
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0433006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0404130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0395297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01342382
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt093949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0433006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0404130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0395297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093949
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt093949
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01342382
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01248433
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Expenses
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08003
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08003
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Computer/Internet
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Consulting
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Software Subscription
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0-244
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14598
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt26000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3533
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4106
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt58500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-244
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14598
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3533
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4106
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt58500
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0California
TaxesSchedule/TaxesDetail/CategoryTxt1Delaware
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt085
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt130
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J NEAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert and Bernarda Neal Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0475080268
ReturnHeader/Filer/PhoneNum09492537920
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 Newport Place
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264472815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Felix Rogin Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 W 188th Street Suite 5K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010040
ReturnHeader/PreparerPersonGrp/PhoneNum03233195809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Felix Rogin
ReturnHeader/ReturnTs02021-03-05T15:40:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEAL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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