Civic Intelligence

Bellwether Charitable Foundation

990PF • Fiscal year 2020 • EIN 81-2377962

Apr 01, 2019 to Mar 31, 2020 • Filed on Feb 04, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-111%

Higher net margin than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

19th percentile

-4.3%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,110,001

Up $27,277 (+2.5%) from 2018

Net Assets

Up

$1,110,001

Up $27,277 (+2.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$41,827

Down $21,980 (-34%) from 2018

Expenses

Up

$88,437

Up $34,151 (+63%) from 2018

Net Income

Down

-$46,610

Down $56,131 (-590%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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 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

2020

Assets$1,110,001
Liabilities$0
Net Assets$1,110,001
Open 2020 Filing

Operations Trend

Revenue Growth7th 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 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

2020

Revenue$41,827
Expenses$88,437
Net Income-$46,610
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Feb 4, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBig Brothers Big Sisters of Orange CountyFor support of organization's work with children in the community.Tax-exemptSanta Ana, CA, US$25,100
Paid GrantBig Brothers Big Sisters of Orange CountyBig Brothers Big Sisters of Orange CountyTax-exemptSanta Ana, CA, US$10,000
Paid GrantSeaWatch Incfor protection of sea life in Espiritu SantoTax-exemptPortland, OR, US$3,000
Paid GrantUC Berkeley FoundationFor educationTax-exemptBerkeley, CA, US$2,500
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
2021-02-04
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 Appendix344 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/GrantOrContributionPurposeTxt2for protection of sea life in Espiritu Santo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Big Brothers Big Sisters of Orange County
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Tax-exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Tax-exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Tax-exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01995 University Ave Ste 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11801 E Edinger Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 11679
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31801 E Edinger Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392705
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040600
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/AppliedToCurrentYearAmt01678
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt040512
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042190
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt054353
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt040512
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/TotalContributionsAmt038500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02761
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Correction of prior year stock basis reporting error
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Nadavon Investment Partners Schedule K-1 loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1-30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt243376
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt243376
OtherIncreasesSchedule/OtherIncreasesDetail/Amt048
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Book/tax differences Navadon Clubspeed
TaxesSchedule/TaxesDetail/Amt01471
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1State Income Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt185
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01471
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Ueberroth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum09497237788
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-04
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/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/PreparationDt02021-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joshua Livingston
ReturnHeader/ReturnTs02021-02-09T19:15:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,110,001
Liabilities
$0
Net assets
$1,110,001
Revenue
$41,827
Expenses
$88,437
Net income
-$46,610
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