Civic Intelligence

Robert and Bernarda Neal Foundation

990PF • Fiscal year 2021 • EIN 47-5080268

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 14, 2022

4100 Newport Place 700Newport Beach, CA 92660

(949) 253-7920

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.17x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

44th percentile

4.3%

Higher net margin than 44% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

99th percentile

2086%

Faster asset growth than 99% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

156%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$12,416

Up $11,848 (+2086%) from 2020

Net Assets

Up

$10,332

Up $10,270 (+16565%) from 2020

Liabilities

Up

$2,084

Up $1,578 (+312%) from 2020

Revenue

Up

$239,000

Up $145,700 (+156%) from 2020

Expenses

Up

$228,730

Up $138,131 (+152%) from 2020

Net Income

Up

$10,270

Up $7,569 (+280%) from 2020

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

2021

Assets$12,416
Liabilities$2,084
Net Assets$10,332

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

2021

Revenue$239,000
Expenses$228,730
Net Income$10,270
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 14, 2022
Return Version
2021v4.0
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 700, Newport Beach, CA 92660

Signing Officer

Name
Robert J Neal
Title
President
Signed
2022-04-14
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
Raw XML Appendix383 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Washington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248106
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992683
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1336105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1420005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1517566
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt093949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0433006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0404130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0395297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01554916
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0228534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt093949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0433006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0404130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0395297
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0228534
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0228534
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01570916
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01342382
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0196
LandEtcSchedule2/LandEtcGrp/BookValueAmt01766
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01962
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt020679
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt020679
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Website
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0449
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt144810
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21673
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32080
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4359
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt53536
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6949
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7241
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8129
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt918916
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0449
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt144810
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21673
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4359
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53536
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6949
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7241
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt918916
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0California
TaxesSchedule/TaxesDetail/CategoryTxt1Delaware
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
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/SignatureDt02022-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert and Bernarda Neal Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0475080268
ReturnHeader/Filer/PhoneNum09492537920
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 Newport Place 700
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/ReturnTs02022-04-14T02:31:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEAL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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