Nells Foundation

990PF • Fiscal year 2023 • EIN 84-3379995

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

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.

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

62%

Higher net margin than 91% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

63%

Faster asset growth than 94% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

-77%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets19th percentile

Assets

$19,381,101

Up $7,522,183 (+63%) from 2022

Net Assets

$19,381,101

Up $7,846,035 (+68%) from 2022

Liabilities

Down

Down $323,851 (-100%) from 2022

Revenue And Expenses

Liabilities / Revenue17th percentile Net Margin91st percentile

Revenue

Down

$1,684,800

Down $5,650,610 (-77%) from 2022

Expenses

$637,287

Up $615,660 (+2847%) from 2022

Net Income

Down

$1,047,513

Down $6,266,270 (-86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

Highlighted filing

2023

Assets$19,381,101

Liabilities$1

Net Assets$19,381,101

Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2023

Revenue$1,684,800

Expenses$637,287

Net Income$1,047,513

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2022 to Jun 30, 2023
Signed: Nov 8, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay24th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES E DOWNEY	President	-	$0	-	-
GINO BIANCHI	Vice President	-	$0	-	-
BRENT ANDERSON	Sec/Treasurer	-	$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: 2023-11-08
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

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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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	4	OUTDOOR AMPITHEATER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JAMES E DOWNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	GINO BIANCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	BRENT ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Sec/Treasurer
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9492876666
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Provide quality, public programs that support stewardship in the areas of Nature, the Arts, and Health & Wellness.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	JAMES E DOWNEY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	5963
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	10045
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	2	50120
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	23850
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	9377789
LandEtcSchedule2/LandEtcGrp/BookValueAmt	2	952271
LandEtcSchedule2/LandEtcGrp/BookValueAmt	3	1291000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	2	Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	3	Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	4	Land
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	5	Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	29813
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	9387834
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	2	1002391
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	3	1291000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	29813
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	1	9387834
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	2	1002391
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	3	1291000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	4	66128
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	21714
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	51048
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Net Intangible Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	46823
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	46823
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	14
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	LANDSCAPING, TREE REMOVAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	OVERHEAD & MANAGEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	8	PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	9	Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	10	UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	392
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	4225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	14050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	392
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	169883
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	4670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	7	273922
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	8	239
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	9	496
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	10	18499
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3681148
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	3117388
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	MERGER OF DOWNEY-SHORT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	MERGER OF JED FOUNDATION
TaxesSchedule/TaxesDetail/Amt	0	52655
TaxesSchedule/TaxesDetail/Amt	1	15
TaxesSchedule/TaxesDetail/Amt	2	525
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	OTHER TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	PAYROLL TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES E DOWNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE NELLS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	NELL
ReturnHeader/Filer/EIN	0	843379995
ReturnHeader/Filer/PhoneNum	0	9492876666
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	250 NEWPORT CENTER DRIVE M100
ReturnHeader/Filer/USAddress/CityNm	0	NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	474728406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Cohen Bender & Golden LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	12400 Wilshire Blvd Ste 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	90025
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3108201232
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROBERT L GOLDEN CPA
ReturnHeader/ReturnTs	0	2023-11-08T14:15:43-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JAMES E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	DOWNEY
ReturnHeader/TaxPeriodBeginDt	0	2022-07-01
ReturnHeader/TaxPeriodEndDt	0	2023-06-30
ReturnHeader/TaxYr	0	2022

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: $19,381,101
Liabilities: $1
Net assets: $19,381,101
Revenue: $1,684,800
Expenses: $637,287
Net income: $1,047,513

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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