Civic Intelligence

Nells Foundation

990PF • Fiscal year 2022 • EIN 84-3379995

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

Organization Profile
250 Newport Center Drive M100Newport Beach, CA 92660

(949) 287-6666

Siviq Scores

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

Liabilities / Assets

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.04x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

94th percentile

73%

Faster asset growth than 94% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

296%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$11,858,918

Up $5,010,120 (+73%) from 2021

Net Assets

Up

$11,535,066

Up $4,696,834 (+69%) from 2021

Liabilities

Up

$323,852

Up $313,286 (+2965%) from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin97th percentile

Revenue

Up

$7,335,410

Up $5,482,579 (+296%) from 2021

Expenses

Down

$21,627

Down $66,245 (-75%) from 2021

Net Income

Up

$7,313,783

Up $5,548,824 (+314%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$30M$20M$10M$0Assets 2020: $5,632,693Liabilities 2020: $559,420Net Assets 2020: $5,073,2732020Assets 2021: $6,848,798Liabilities 2021: $10,566Net Assets 2021: $6,838,2322021Assets 2022: $11,858,918Liabilities 2022: $323,852Net Assets 2022: $11,535,0662022Assets 2023: $19,381,101Liabilities 2023: $1Net Assets 2023: $19,381,1012023Assets 2024: $18,970,875Liabilities 2024: $1Net Assets 2024: $18,970,8752024Assets 2025: $20,633,581Liabilities 2025: $0Net Assets 2025: $20,633,5812025

Highlighted filing

2022

Assets$11,858,918
Liabilities$323,852
Net Assets$11,535,066
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $5,079,879Expenses 2020: $6,606Net Income 2020: $5,073,2732020Revenue 2021: $1,852,831Expenses 2021: $87,872Net Income 2021: $1,764,9592021Revenue 2022: $7,335,410Expenses 2022: $21,627Net Income 2022: $7,313,7832022Revenue 2023: $1,684,800Expenses 2023: $637,287Net Income 2023: $1,047,5132023Revenue 2024: $229,142Expenses 2024: $639,368Net Income 2024: -$410,2262024Revenue 2025: $2,248,541Expenses 2025: $585,835Net Income 2025: $1,662,7062025

Highlighted filing

2022

Revenue$7,335,410
Expenses$21,627
Net Income$7,313,783
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E DOWNEYPresident-$0--
GINO BIANCHIVice President-$0--
BRENT ANDERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Nells Foundation
EIN
84-3379995
Phone
9492876666
Address
250 NEWPORT CENTER DRIVE M100, NEWPORT BEACH, CA 92660

Signing Officer

Name
James E Downey
Title
President
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cohen Bender & Golden LLP
Address
12400 Wilshire Blvd Ste 1250, Los Angeles, CA 90025
Preparer
Robert L Golden CPA
Phone
3108201232
Raw XML Appendix278 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51925
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt66629
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES DOWNEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0250 NEWPORT CENTER DRIVE M100
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEWPORT BEACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092660
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E DOWNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NELLS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NELL
ReturnHeader/Filer/EIN0843379995
ReturnHeader/Filer/PhoneNum09492876666
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 NEWPORT CENTER DRIVE M100
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474728406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cohen Bender & Golden LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012400 Wilshire Blvd Ste 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03108201232
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L GOLDEN CPA
ReturnHeader/ReturnTs02022-11-14T17:34:13-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOWNEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,858,918
Liabilities
$323,852
Net assets
$11,535,066
Revenue
$7,335,410
Expenses
$21,627
Net income
$7,313,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$2.25$0.59$1.66
2024Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.23$0.64$0.41
2023Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.68$0.64$1.05
2022Detailed filing. Detailed filing data is available for this year.$11.9$0.32$11.5$7.34$0.02$7.31
2021Detailed filing. Detailed filing data is available for this year.$6.85$0.01$6.84$1.85$0.09$1.76
2020Detailed filing. Detailed filing data is available for this year.$5.63$0.56$5.07$5.08$0.01$5.07