Civic Intelligence

The Nells Foundation

EIN 84-3379995 • Newport Beach, CA

250 Newport Center Drive M100Newport Beach, CA 92660
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

18th percentile

0.00x

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

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

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

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

Asset Growth

46th percentile

3.2%

Faster asset growth than 46% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Assets

Up

$20,633,581

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

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$20,633,581

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

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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 by year, with the latest 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

Filings

Latest Filing Detail
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/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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