Civic Intelligence

Bellwether Charitable Foundation

EIN 81-2377962 • Newport Beach, CA

610 Newport Center Drive 490Newport Beach, CA 92660
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

10th percentile

-46%

Higher net margin than 10% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

29th percentile

-2.4%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

9.0%

Faster revenue growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,198,316

Down $103,823 (-4.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$2,198,316

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin10th percentile

Revenue

Down

$116,989

Down $1,181,648 (-91%) from 2023

Expenses

Up

$171,102

Up $117,252 (+218%) from 2023

Net Income

Down

-$54,113

Down $1,298,900 (-104%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2018: $1,082,724Liabilities 2018: $0Net Assets 2018: $1,082,7242018Assets 2020: $1,110,001Liabilities 2020: $0Net Assets 2020: $1,110,0012020Assets 2021: $1,079,090Liabilities 2021: $0Net Assets 2021: $1,079,0902021Assets 2022: $1,057,352Liabilities 2022: $12022Assets 2023: $2,302,139Liabilities 2023: $12023Assets 2025: $2,198,316Liabilities 2025: $0Net Assets 2025: $2,198,3162025

Highlighted filing

2025

Assets$2,198,316
Liabilities$0
Net Assets$2,198,316
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2018: $63,807Expenses 2018: $54,286Net Income 2018: $9,5212018Revenue 2020: $41,827Expenses 2020: $88,437Net Income 2020: -$46,6102020Revenue 2021: $43,163Expenses 2021: $74,042Net Income 2021: -$30,8792021Revenue 2022: $72,751Expenses 2022: $94,489Net Income 2022: -$21,7382022Revenue 2023: $1,298,637Expenses 2023: $53,850Net Income 2023: $1,244,7872023Revenue 2025: $116,989Expenses 2025: $171,102Net Income 2025: -$54,1132025

Highlighted filing

2025

Revenue$116,989
Expenses$171,102
Net Income-$54,113
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,198,316
Liabilities
$0
Net assets
$2,198,316
Revenue
$116,989
Expenses
$171,102
Net income
-$54,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.12$0.17$0.05
2023Summary only. Only limited summary data is available for this year.$2.30$0.00$1.30$0.05$1.24
2022Summary only. Only limited summary data is available for this year.$1.06$0.00$0.07$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Sep 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Polly UeberrothPresident-$0--
Joseph UeberrothSecretary And CFO-$0--
Filing and Contact Details

Filer

Filer Name
Bellwether Charitable Foundation
EIN
81-2377962
Phone
9497237788
Address
610 Newport Center Drive 490, Newport Beach, CA 92660

Signing Officer

Name
Joseph Ueberroth
Title
Secretary
Phone
9497237788
Signed
2025-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Livingston Group Inc
Address
6351 Owensmouth Ave Ste 203, Woodland Hills, CA 91367-2293
Preparer
Joshua Livingston
Phone
3102470555
Raw XML Appendix330 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/AddressLine1Txt21 East 70th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Corona Del Mar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210021
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0169200
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/AppliedToCurrentYearAmt0107371
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037647
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025209
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025209
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0170227
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025209
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025209
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037647
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Joseph and Polly Ueberroth
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0610 Newport Center Dr Ste 490
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Newport Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092660
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt060000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0125660
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0HR Soft --installment sale contingent proceeds
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0125660
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0125660
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Department of Justice
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt011
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FTB refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Joseph J Ueberroth
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Polly Ueberroth
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0610 Newport Center Dr Ste 490
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1610 Newport Center Dr Ste 490
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Newport Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Newport Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092660
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd192660
TaxesSchedule/TaxesDetail/Amt077
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt077
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Ueberroth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum09497237788
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bellwether Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0812377962
ReturnHeader/Filer/PhoneNum09497237788
ReturnHeader/Filer/USAddress/AddressLine1Txt0610 Newport Center Drive 490
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954305432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Livingston Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06351 Owensmouth Ave Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913672293
ReturnHeader/PreparerPersonGrp/PhoneNum03102470555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joshua Livingston
ReturnHeader/ReturnTs02025-09-08T14:22:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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