Nells Foundation

990PF • Fiscal year 2024 • EIN 84-3379995

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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.

2024 filings • $10M-$25M nonprofits • Source year 2024

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

-179%

Higher net margin than 3% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

-2.1%

Faster asset growth than 23% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

-86%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets19th percentile

Assets

Down

$18,970,875

Down $410,226 (-2.1%) from 2023

Net Assets

Down

$18,970,875

Down $410,226 (-2.1%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue19th percentile Net Margin3rd percentile

Revenue

Down

$229,142

Down $1,455,658 (-86%) from 2023

Expenses

$639,368

Up $2,081 (+0.3%) from 2023

Net Income

Down

-$410,226

Down $1,457,739 (-139%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

Highlighted filing

2024

Assets$18,970,875

Liabilities$1

Net Assets$18,970,875

Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2024

Revenue$229,142

Expenses$639,368

Net Income-$410,226

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2023 to Jun 30, 2024
Signed: Nov 14, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay25th 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
Phone: 9492876666
Signed: 2024-11-14
Discuss with paid preparer: Yes

Preparer

Firm: Cohen Bender & Golden LLP
Address: 12400 Wilshire Blvd Ste 1250, Los Angeles, CA 90025
Preparer: Irene a Maryoung 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	3	NORTH BRIDGE & WALK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	4	OUTDOOR AMPITHEATER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	5	LANDSCAPING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	6	GOLF CART
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	7	REFRIGERATOR & KITCHEN FAUCET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	8	LHI - INSULATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	9	LHI - SIGN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	10	ARCHITECT
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	12	AUDIO VIDEO EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	13	FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	14	BUILDING OVERHEAD FEES
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	92660
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	718
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	718
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	0
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	718
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IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt	0	58710887
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt	0	19877153
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt	0	11858918
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt	0	6828045
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	250 NEWPORT CENTER DR STE M100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BOTA ALTENBYEK
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9492876666
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
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
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	3300
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	21025
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	2	3146
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	3	250749
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	4	153631
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	13200
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	46525
LandEtcSchedule2/LandEtcGrp/BookValueAmt	2	12583
LandEtcSchedule2/LandEtcGrp/BookValueAmt	3	9137085
LandEtcSchedule2/LandEtcGrp/BookValueAmt	4	1394539
LandEtcSchedule2/LandEtcGrp/BookValueAmt	5	1291000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	2	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	3	Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	4	Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	5	Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	16500
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	67550
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	2	15729
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	3	9387834
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	4	1548170
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	5	1291000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	13200
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	1	36480
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	2	12583
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	3	9147130
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	4	1394539
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	5	1291000
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	18898
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	46823
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Net Intangible Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	42598
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	42598
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	CLEANING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	EVENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	FACILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	HANDICAP UNIT & WASH STATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	8	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	9	LANDSCAPING, TREE REMOVAL, GARDENING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	10	MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	11	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	12	PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	13	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	14	REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	15	SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	16	Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	17	TRAINING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	18	UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	718
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	4225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	37
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5704
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	718
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	7811
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	90
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	8185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	7	19798
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	8	151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	9	120994
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	10	2982
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	11	2299
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	12	1672
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	13	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	14	4581
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	15	128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	16	3763
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	17	45
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	18	13004
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-1588
TaxesSchedule/TaxesDetail/Amt	0	1579
TaxesSchedule/TaxesDetail/Amt	1	861
TaxesSchedule/TaxesDetail/Amt	2	56
TaxesSchedule/TaxesDetail/Amt	3	5074
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	OTHER TAX
TaxesSchedule/TaxesDetail/CategoryTxt	3	PAYROLL TAX
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES E DOWNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $18,970,875
Liabilities: $1
Net assets: $18,970,875
Revenue: $229,142
Expenses: $639,368
Net income: -$410,226

	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