Civic Intelligence

Bellwether Charitable Foundation

990PF • Fiscal year 2022 • EIN 81-2377962

Apr 01, 2021 to Mar 31, 2022 • Filed on Feb 13, 2023

610 Newport Center Drive 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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

17th percentile

-30%

Higher net margin than 17% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

69%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Flat

$1,057,352

Flat from 2022

Net Assets

$1,057,352

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue

Flat

$72,751

Flat from 2022

Expenses

Flat

$94,489

Flat from 2022

Net Income

Flat

-$21,738

Flat from 2022

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2022: $1,057,3522022Assets 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

2022

Assets$1,057,352
Liabilities$0
Net Assets$1,057,352

Operations Trend

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 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

2022

Revenue$72,751
Expenses$94,489
Net Income-$21,738
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Feb 13, 2023
Return Version
2021v4.2
Compensation and Service Providers

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
2023-02-13
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 Appendix332 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/AddressLine1Txt21995 University Ave Ste 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3925 N 15th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Coeur dAlene
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd383814
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053500
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/AppliedToCurrentYearAmt01502
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt053488
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054990
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052724
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053488
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/TotalContributionsAmt055000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Nadavon Investment Partners Schedule K-1 net loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Secretary of State
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt138054
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt138054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt057150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Nadavon Investment Partners Schedule K-1 T/E Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt057150
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt057150
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Ueberroth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum09497237788
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-13
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/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/PreparationDt02023-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joshua Livingston
ReturnHeader/ReturnTs02023-02-13T13:45:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ueberroth
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

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