Civic Intelligence

The Bennett Foundation

990PF • Fiscal year 2014 • EIN 95-4720080

Jan 01, 2014 to Dec 31, 2014 • Filed on May 10, 2015

1056 Amalfi DrSuitePacific Palisades, CA 90272-4028

(213) 621-0810

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

36th percentile

-0.5%

Faster asset growth than 36% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-9.7%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Down

$7,273,473

Down $34,524 (-0.5%) from 2013

Net Assets

$7,273,473

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$583,911

Down $62,533 (-9.7%) from 2013

Expenses

Down

$197,041

Down $382,323 (-66%) from 2013

Net Income

Up

$386,870

Up $319,790 (+477%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $881,028Liabilities 2011: $02011Assets 2012: $7,778,867Liabilities 2012: $02012Assets 2013: $7,307,997Liabilities 2013: $02013Assets 2014: $7,273,473Liabilities 2014: $0Net Assets 2014: $7,273,4732014Assets 2015: $7,067,847Liabilities 2015: $0Net Assets 2015: $7,067,8472015Assets 2016: $6,987,822Liabilities 2016: $0Net Assets 2016: $6,987,8222016Assets 2017: $7,051,372Liabilities 2017: $0Net Assets 2017: $7,051,3722017Assets 2018: $6,590,640Liabilities 2018: $0Net Assets 2018: $6,590,6402018Assets 2019: $10,860,181Liabilities 2019: $12019Assets 2020: $12,031,860Liabilities 2020: $0Net Assets 2020: $12,031,8602020Assets 2021: $11,902,491Liabilities 2021: $0Net Assets 2021: $11,902,4912021Assets 2022: $11,600,693Liabilities 2022: $12022Assets 2023: $10,780,803Liabilities 2023: $12023

Highlighted filing

2014

Assets$7,273,473
Liabilities$0
Net Assets$7,273,473

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $76,454Expenses 2011: $187,368Net Income 2011: -$110,9142011Revenue 2012: $7,166,036Expenses 2012: $178,534Net Income 2012: $6,987,5022012Revenue 2013: $646,444Expenses 2013: $579,364Net Income 2013: $67,0802013Revenue 2014: $583,911Expenses 2014: $197,041Net Income 2014: $386,8702014Revenue 2015: $214,614Expenses 2015: $294,492Net Income 2015: -$79,8782015Revenue 2016: $1,371,966Expenses 2016: $645,066Net Income 2016: $726,9002016Revenue 2017: $354,861Expenses 2017: $369,681Net Income 2017: -$14,8202017Revenue 2018: $22,955Expenses 2018: $458,077Net Income 2018: -$435,1222018Revenue 2019: $6,736,869Expenses 2019: $2,344,782Net Income 2019: $4,392,0872019Revenue 2020: $2,178,265Expenses 2020: $61,954Net Income 2020: $2,116,3112020Revenue 2021: $69,793Expenses 2021: $198,103Net Income 2021: -$128,3102021Revenue 2022: $1,473,909Expenses 2022: $559,582Net Income 2022: $914,3272022Revenue 2023: $7,798Expenses 2023: $1,032,098Net Income 2023: -$1,024,3002023

Highlighted filing

2014

Revenue$583,911
Expenses$197,041
Net Income$386,870
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 10, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H BORTHWICKAs Needed-$0--
DAVID B BORTHWICKTrustee-$0--
MOLLY LOWELL BORTHWICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bennett Foundation
EIN
95-4720080
In Care Of
% WM HAROLD BORTHWICK
Address
1056 AMALFI DR, Suite, PACIFIC PALISADES, CA 90272-4028

Signing Officer

Name
William Borthwick
Title
Officer
Phone
2136838790
Signed
2015-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Dreyer Robbins & Associates
Address
355 S GRAND AVE STE 1710, LOS ANGELES, CA 90071-1532
Preparer
Michael S Dreyer
Phone
2136838790
Raw XML Appendix365 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0true
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01056 AMALFI DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PACIFIC PALISADES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0902724028
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WM HAROLD BORTHWICK
IRS990PF/StatementsRegardingActyGrp/PhoneNum02136210810
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt147400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt393993
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE AMERICAN FRIENDS OF BRITISH MUSEUM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CAMPAIGN FOR THE MARY ROSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAVE VENICE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHARITIES AID FOUNDATION AMERICAN DONOR FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt025 KINGS HILL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0KINGS HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0UK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0KENT ME19 4TA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0WEST MALLING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0275 MADISON AVENUE 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 308 - STAR LAKE FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2133 EAST 58TH STREET SUITE 501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GEORGES MILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd103751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0148393
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0148393
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0505301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0356908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt088087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0122841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0129991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0111486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0136133
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0356908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0231630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt088087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0122841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020702
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0148393
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0231630
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0588538
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0163
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt129613
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HILL, FARRER & BURRILL LLP
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1SPEECHLY BIRCHAM
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0163
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt129613
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0163
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt129613
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0421394
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE ON ASSETS SOLD
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3365
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ANNUAL CMA FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES - #1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3365
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3365
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt112011
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt112011
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112011
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02136838790
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BENNETT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O W BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0BENN
ReturnHeader/Filer/EIN0954720080
ReturnHeader/Filer/InCareOfNm0% WM HAROLD BORTHWICK
ReturnHeader/Filer/USAddress/AddressLine1Txt01056 AMALFI DR
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0PACIFIC PALISADES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0902724028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DREYER ROBBINS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 S GRAND AVE STE 1710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900711532
ReturnHeader/PreparerPersonGrp/PhoneNum02136838790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02015-05-07T19:20:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$10.8$0.00$0.01$1.03$1.02
2022Summary only. Only limited summary data is available for this year.$11.6$0.00$1.47$0.56$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$0.07$0.20$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$2.18$0.06$2.12
2019Summary only. Only limited summary data is available for this year.$10.9$0.00$6.74$2.34$4.39
2018Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.02$0.46$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.00$7.05$0.35$0.37$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.00$6.99$1.37$0.65$0.73
2015Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.21$0.29$0.08
2014Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.58$0.20$0.39
2013Summary only. Only limited summary data is available for this year.$7.31$0.00$0.65$0.58$0.07
2012Summary only. Only limited summary data is available for this year.$7.78$0.00$7.17$0.18$6.99
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$0.08$0.19$0.11
Peer Organizations

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