Civic Intelligence

Bellwether Charitable Foundation

990PF • Fiscal year 2019 • EIN 81-2377962

Apr 01, 2018 to Mar 31, 2019 • Filed on Oct 19, 2019

Organization Profile
610 Newport Center Drive No 490Newport Beach, CA 92660

(949) 723-7788

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

7.1%

Faster asset growth than 64% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,159,324

Up $76,600 (+7.1%) from 2018

Net Assets

Up

$1,159,324

Up $76,600 (+7.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$109,865

Up $46,058 (+72%) from 2018

Expenses

Down

$33,267

Down $21,019 (-39%) from 2018

Net Income

Up

$76,598

Up $67,077 (+705%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $1,082,724Liabilities 2018: $0Net Assets 2018: $1,082,7242018Assets 2019: $1,159,324Liabilities 2019: $0Net Assets 2019: $1,159,3242019Assets 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

2019

Assets$1,159,324
Liabilities$0
Net Assets$1,159,324
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $63,807Expenses 2018: $54,286Net Income 2018: $9,5212018Revenue 2019: $109,865Expenses 2019: $33,267Net Income 2019: $76,5982019Revenue 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

2019

Revenue$109,865
Expenses$33,267
Net Income$76,598
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Oct 19, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Polly UeberrothPresident-$0--
Joseph UeberrothSecretary And CFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHarbor Day SchoolFor educationTax-exemptCorona Del Mar, CA, US$25,000
Paid GrantDana Outrigger Canoe ClubFor educationTax-exemptDana Point, CA, US$2,000
Paid GrantSeaWatch Incfor protection of sea life in Espiritu SantoTax-exemptPortland, OR, US$2,000
Filing and Contact Details

Filer

Filer Name
Bellwether Charitable Foundation
EIN
81-2377962
Phone
9497237788
Address
610 Newport Center Drive No 490, Newport Beach, CA 92660

Signing Officer

Name
Joseph Ueberroth
Title
Secretary
Phone
9497237788
Signed
2019-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Livingston Group Inc
Address
6351 Owensmouth Avenue Suite 203, Woodland Hills, CA 91367-2293
Preparer
Joshua Livingston
Phone
3102470555
Raw XML Appendix334 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/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0For education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1For education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2for protection of sea life in Espiritu Santo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Dana Outrigger Canoe Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Harbor Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SeaWatch Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Tax-exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Tax-exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Tax-exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt034451 Ensenada Pl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13443 Pacific View Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 11679
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dana Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Corona Del Mar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092629
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029000
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/AppliedToCurrentYearAmt012267
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018192
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030459
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040512
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018192
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt01421
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1State Income Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt161
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01421
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Ueberroth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum09497237788
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bellwether Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0812377962
ReturnHeader/Filer/PhoneNum09497237788
ReturnHeader/Filer/USAddress/AddressLine1Txt0610 Newport Center Drive No 490
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A9B275F703556224D0BFE4BD8DD59F0A7288950E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.170.175.90
ReturnHeader/FilingSecurityInformation/IPDt02019-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm016:30:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954305432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Livingston Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06351 Owensmouth Avenue Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913672293
ReturnHeader/PreparerPersonGrp/PhoneNum03102470555
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joshua Livingston
ReturnHeader/ReturnTs02019-10-24T11:31:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,159,324
Liabilities
$0
Net assets
$1,159,324
Revenue
$109,865
Expenses
$33,267
Net income
$76,598
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
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.11$0.03$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.05$0.01