Civic Intelligence

Nells Foundation

990PF • Fiscal year 2025 • EIN 84-3379995

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 12, 2025

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

13th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Asset Growth

67th percentile

8.8%

Faster asset growth than 67% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

881%

Faster revenue growth than 99% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$20,633,581

Up $1,662,706 (+8.8%) from 2024

Net Assets

Up

$20,633,581

Up $1,662,706 (+8.8%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue

Up

$2,248,541

Up $2,019,399 (+881%) from 2024

Expenses

Down

$585,835

Down $53,533 (-8.4%) from 2024

Net Income

Up

$1,662,706

Up $2,072,932 (+505%) from 2024

Historical Trend

Balance Sheet Trend

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

2025

Assets$20,633,581
Liabilities$0
Net Assets$20,633,581

Operations Trend

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

2025

Revenue$2,248,541
Expenses$585,835
Net Income$1,662,706
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E DOWNEYPresident-$0--
GINO BIANCHIVice President-$0--
BRENT ANDERSONSec/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
2025-11-12
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
Raw XML AppendixShowing 400 of 553 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JPM #5004 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JPM #5004 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JPM #5004 - SEE ATTACHED
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01963735
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt09279
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01662706
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020633581
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018970875
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020633581
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0690
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030872
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt030872
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030872
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt017687
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013875
IRS990PF/FMVAssetsEOYAmt021729516
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt077123
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0100288
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0100288
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04344684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04631224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04927706
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0804356
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt012652132
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt011894932
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt011847776
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt012652132
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt018970875
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt020633581
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt042598
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt056833
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt056833
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02427591
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03736932
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03732029
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0183947
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0260528
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0260528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018970875
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020633581
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021729516
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018970875
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020633581
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018970875
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020633581
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08792542
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0288585
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08503957
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0131888
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0433033
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08660654
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08792542
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES E DOWNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GINO BIANCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRENT ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Sec/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0250 NEWPORT CENTER DR STE M100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1250 NEWPORT CENTER DR STE M100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2250 NEWPORT CENTER DR STE M100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292660
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02020-02-26
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0718
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0718
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0718
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0718
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt020820040
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt072702882
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt020146771
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt019877153
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt011858918
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0250 NEWPORT CENTER DR STE M100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BOTA ALTENBYEK
IRS990PF/StatementsRegardingActyGrp/PhoneNum09492876666
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide quality, public programs that support stewardship in the areas of Nature, the Arts, and Health & Wellness.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00

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