Civic Intelligence

Nancy E Barry & Letitia P Rees Foundation C/O Wh Borthwick

990PF • Fiscal year 2017 • EIN 95-7026070

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
1056 Amalfi DrPacific 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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

92nd percentile

51%

Faster asset growth than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

314%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,605,368

Up $1,545,988 (+51%) from 2016

Net Assets

Up

$4,605,368

Up $1,545,988 (+51%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin96th percentile

Revenue

Up

$1,098,026

Up $832,586 (+314%) from 2016

Expenses

Down

$222,012

Down $39,293 (-15%) from 2016

Net Income

Up

$876,014

Up $871,879 (+21085%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $161,695Liabilities 2011: $02011Assets 2012: $2,225,736Liabilities 2012: $02012Assets 2013: $2,106,953Liabilities 2013: $02013Assets 2014: $2,923,548Liabilities 2014: $02014Assets 2015: $3,179,462Liabilities 2015: $0Net Assets 2015: $3,179,4622015Assets 2016: $3,059,380Liabilities 2016: $0Net Assets 2016: $3,059,3802016Assets 2017: $4,605,368Liabilities 2017: $0Net Assets 2017: $4,605,3682017Assets 2018: $3,926,547Liabilities 2018: $0Net Assets 2018: $3,926,5472018Assets 2019: $4,513,638Liabilities 2019: $0Net Assets 2019: $4,513,6382019Assets 2020: $3,901,133Liabilities 2020: $0Net Assets 2020: $3,901,1332020Assets 2021: $4,453,104Liabilities 2021: $0Net Assets 2021: $4,453,1042021Assets 2022: $4,355,688Liabilities 2022: $0Net Assets 2022: $4,355,6882022Assets 2023: $4,738,035Liabilities 2023: $0Net Assets 2023: $4,738,0352023Assets 2024: $4,751,975Liabilities 2024: $0Net Assets 2024: $4,751,9752024

Highlighted filing

2017

Assets$4,605,368
Liabilities$0
Net Assets$4,605,368
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $53,552Expenses 2011: $126,516Net Income 2011: -$72,9642011Revenue 2012: $2,161,019Expenses 2012: $96,978Net Income 2012: $2,064,0412012Revenue 2013: $282,348Expenses 2013: $251,898Net Income 2013: $30,4502013Revenue 2014: $2,648,935Expenses 2014: $404,771Net Income 2014: $2,244,1642014Revenue 2015: $751,415Expenses 2015: $268,508Net Income 2015: $482,9072015Revenue 2016: $265,440Expenses 2016: $261,305Net Income 2016: $4,1352016Revenue 2017: $1,098,026Expenses 2017: $222,012Net Income 2017: $876,0142017Revenue 2018: $162,725Expenses 2018: $218,461Net Income 2018: -$55,7362018Revenue 2019: $1,162,333Expenses 2019: $222,199Net Income 2019: $940,1342019Revenue 2020: $130,117Expenses 2020: $55,857Net Income 2020: $74,2602020Revenue 2021: $567,624Expenses 2021: $15,653Net Income 2021: $551,9712021Revenue 2022: $333,654Expenses 2022: $222,803Net Income 2022: $110,8512022Revenue 2023: $652,510Expenses 2023: $401,628Net Income 2023: $250,8822023Revenue 2024: $169,480Expenses 2024: $328,149Net Income 2024: -$158,6692024

Highlighted filing

2017

Revenue$1,098,026
Expenses$222,012
Net Income$876,014
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H BORTHWICKAs Needed-$0--
MARIBETH A BORTHWICKAs Needed-$0--
Filing and Contact Details

Filer

Filer Name
Nancy E Barry & Letitia P Rees Foundation
EIN
95-7026070
In Care Of
% WM HAROLD BORTHWICK
Phone
2136210810
Address
1056 AMALFI DR, PACIFIC PALISADES, CA 90272-4028

Signing Officer

Name
William H Borthwick
Title
Officer
Phone
2136216810
Signed
2018-05-08
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 AppendixShowing 400 of 459 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04650 W SUNSET BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13200 MOUNT VERNON MEMORIAL HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21151 OXFORD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31225 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 NORTH FARING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5326 GALVEZ STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610920 WILSHIRE BLVD SUITE 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt711414 CHALON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82080 ADDISON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9250 SOUTH ROSSMORE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101031 BIENVENEDA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO BOX 1869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121910 MAGNOLIA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt134245 NORTH FAIRFAX DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1483 EUCALYPTUS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN MARINO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13ARLINGTON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0211750
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0214633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0142014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0118097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0337377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0113502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt066824
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02883
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt063941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0710990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0142014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0118097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0337377
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0113502
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0211750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0774931
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0777814
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0William and Maribeth Borthwick
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01056 AMALFI DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PACIFIC PALISADES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0902724028
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0826845
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0826845
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,605,368
Liabilities
$0
Net assets
$4,605,368
Revenue
$1,098,026
Expenses
$222,012
Net income
$876,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.17$0.33$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.65$0.40$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.33$0.22$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.57$0.02$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.13$0.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$1.16$0.22$0.94
2018Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.16$0.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$1.10$0.22$0.88
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.27$0.26$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.75$0.27$0.48
2014Summary only. Only limited summary data is available for this year.$2.92$0.00$2.65$0.40$2.24
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$0.28$0.25$0.03
2012Summary only. Only limited summary data is available for this year.$2.23$0.00$2.16$0.10$2.06
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.05$0.13$0.07