Civic Intelligence

The Bmj Charitable Foundation

990PF • Fiscal year 2023 • EIN 82-3691559

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
1007 N Bay FrontNewport Beach, CA 92662

(760) 914-0506

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-609%

Higher net margin than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

19th percentile

-5.7%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,338,009

Down $141,659 (-5.7%) from 2022

Net Assets

Down

$2,338,009

Down $141,659 (-5.7%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin1st percentile

Revenue

Up

$23,255

Up $47,965 (+194%) from 2022

Expenses

Down

$164,914

Down $28,583 (-15%) from 2022

Net Income

Up

-$141,659

Up $76,548 (+35%) from 2022

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: $2,494,635Liabilities 2018: $0Net Assets 2018: $2,494,6352018Assets 2019: $2,435,454Liabilities 2019: $1Net Assets 2019: $2,435,4542019Assets 2020: $2,421,449Liabilities 2020: $1Net Assets 2020: $2,421,4492020Assets 2021: $2,697,875Liabilities 2021: $1Net Assets 2021: $2,697,8752021Assets 2022: $2,479,668Liabilities 2022: $1Net Assets 2022: $2,479,6682022Assets 2023: $2,338,009Liabilities 2023: $1Net Assets 2023: $2,338,0092023Assets 2024: $2,409,862Liabilities 2024: $0Net Assets 2024: $2,409,8622024

Highlighted filing

2023

Assets$2,338,009
Liabilities$1
Net Assets$2,338,009
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $1,102,976Expenses 2018: $101,170Net Income 2018: $1,001,8062018Revenue 2019: $60,450Expenses 2019: $130,433Net Income 2019: -$69,9832019Revenue 2020: $127,572Expenses 2020: $130,775Net Income 2020: -$3,2032020Revenue 2021: $448,626Expenses 2021: $172,200Net Income 2021: $276,4262021Revenue 2022: -$24,710Expenses 2022: $193,497Net Income 2022: -$218,2072022Revenue 2023: $23,255Expenses 2023: $164,914Net Income 2023: -$141,6592023Revenue 2024: $244,728Expenses 2024: $172,875Net Income 2024: $71,8532024

Highlighted filing

2023

Revenue$23,255
Expenses$164,914
Net Income-$141,659
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie GregoryPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
BMJ Gregory Charitable Foundation
EIN
82-3691559
Phone
7609140506
Address
1007 N Bay Front, Newport Beach, CA 92662

Signing Officer

Name
Bonnie Gregory
Title
President
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
J Katie Sterling
Phone
9497565000
Raw XML Appendix371 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Rockefeller - 3396 (LT - See Attached)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Rockefeller - 1015 (ST - See Attached)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Rockefeller - 1015 (LT - See Attached)
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-34719
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0121959
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0122661
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0702
IRS990PF/DistributableAmountGrp/TotalTaxAmt0702
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02331536
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt037359
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0122661
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Bonnie Gregory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01007 North Bay Front
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newport Beach
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0The Foundation
IRS990PF/StatementsRegardingActyGrp/PhoneNum07609140506
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Bonnie Gregory
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07609140506
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01007 North Bay Front
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Newport Beach
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To help support projects and programs that preserve Yosemite.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To help advocate for change, raise awareness and fund research that can improve patients lives living with Lyme disease.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To help change the lives of children and adults with disabilities and their families by offering year-round outdoor sports and activities, creating inspiring challenges, providing expert instruction and adaptive equipment and rallying the community to comfortably accommodate people with disabilities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To help support preservation, education and conservation initiatives that will cultivate the planets next generation of environmental stewards.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To support the ongoing need for adults with stroke or brain injury to have regular access to meaningful communication practice and opportunities to reintegrate into the community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To protect Mono Lake, restore its tributary streams and surrounding lands, and educate the next generation about wise water use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6To connect communities and deliver programs and financial aid for youth academics and athletics
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7To protect and conserve the natural habitat of the Eastern Sierra by balancing land use and solving wildife crises
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Divers Alert Network is dedicated to improving diving safety for all divers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9To improve lives of people with disabilities througn therapeutic horse-related programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10To support the foundation's mission that advocates early detection and a healthy, active lifestyle as the best means for breast cancer prevention
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11To aid in the conservancy for endangered species on the Galapagos Islands.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12To support the high school's girls flag football team
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13To support veterans and first responders affected by ptsd, tbi and injury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14To provide a meaningful connection to the outdoors for those who have suffered loss or hardship, by experiencing the healing properties found only in nature
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Yosemite Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Lymediseaseorg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Disabled Sports Eastern Sierra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Mono Lake Committee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Eastern Sierra Land Trust
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Galapagos Conservancy
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 Montgomery Street Suite 1700
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 Minaret Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35 Crystal Cove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42618 San Miguel Drive Suite 507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 1475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7250 N Fowler St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt86 West Colony Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt926284 Oso Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10227 E Compton Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111630 Connecticut Ave NW Ste 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122101 Eastbluff Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt133288 Adams Ave Suite 16527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO BOX 8706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Ramon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Mammoth lakes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Newport Coast
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Lee Vining
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Mammoth Lakes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Bishop
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Durham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Juan Capistrano
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Gardena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Mammoth Lakes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1120009
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1493546
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011390
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0124568
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121959
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0135958
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0110569
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0124568
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising and Promotion Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Advisor Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
TaxesSchedule/TaxesDetail/Amt0761
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0761
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonnie Gregory
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BMJ Gregory Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BMJG
ReturnHeader/Filer/EIN0823691559
ReturnHeader/Filer/PhoneNum07609140506
ReturnHeader/Filer/USAddress/AddressLine1Txt01007 N Bay Front
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092662
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020639624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Katie Sterling
ReturnHeader/ReturnTs02024-05-14T14:08:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bonnie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gregory
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,338,009
Liabilities
$1
Net assets
$2,338,009
Revenue
$23,255
Expenses
$164,914
Net income
-$141,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.24$0.17$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.02$0.16$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.02$0.19$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.45$0.17$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.13$0.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.06$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$1.10$0.10$1.00