Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 95-7026070

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 27, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

90th percentile

57%

Higher net margin than 90% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-14%

Faster asset growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-89%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,901,133

Down $612,505 (-14%) from 2019

Net Assets

Down

$3,901,133

Down $612,505 (-14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Down

$130,117

Down $1,032,216 (-89%) from 2019

Expenses

Down

$55,857

Down $166,342 (-75%) from 2019

Net Income

Down

$74,260

Down $865,874 (-92%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2020

Assets$3,901,133
Liabilities$0
Net Assets$3,901,133
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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

2020

Revenue$130,117
Expenses$55,857
Net Income$74,260
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 27, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
2021-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
11444 w OLYMPIC BLVD 11TH FLR, LOS ANGELES, CA 90064
Preparer
Michael S Dreyer
Phone
3105661900
Raw XML Appendix333 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIBETH A BORTHWICK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19 NORTH LEWIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 E 70TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3650 WEST 5TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43233 FEDERAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51225 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64650 W SUNSET BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 1869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd124450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017424
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/AppliedToCurrentYearAmt017424
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0242586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0225162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt099913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0142014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0118097
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0225162
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0134862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt099913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034949
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017424
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0134862
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0360024
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0686765
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX CAPITAL ACCOUNT ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REGISTRY OF CHARITABLE TRUSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2HIMALAYA CAPITAL INVESTORS LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt26260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26260
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt15149
TaxesSchedule/TaxesDetail/Amt223052
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15149
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt223052
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02136216810
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NANCY E BARRY & LETITIA P REES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0957026070
ReturnHeader/Filer/InCareOfNm0% WM HAROLD BORTHWICK
ReturnHeader/Filer/PhoneNum02136210810
ReturnHeader/Filer/USAddress/AddressLine1Txt01056 AMALFI DR
ReturnHeader/Filer/USAddress/CityNm0PACIFIC PALISADES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0902724028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011444 w OLYMPIC BLVD 11TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03105661900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02021-05-04T17:45:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORTHWICK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,901,133
Liabilities
$0
Net assets
$3,901,133
Revenue
$130,117
Expenses
$55,857
Net income
$74,260
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