Civic Intelligence

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

990PF • Fiscal year 2021 • EIN 95-7026070

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 30, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

336%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,453,104

Up $551,971 (+14%) from 2020

Net Assets

Up

$4,453,104

Up $551,971 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$567,624

Up $437,507 (+336%) from 2020

Expenses

Down

$15,653

Down $40,204 (-72%) from 2020

Net Income

Up

$551,971

Up $477,711 (+643%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$4,453,104
Liabilities$0
Net Assets$4,453,104
Open 2021 Filing

Operations Trend

Revenue Growth94th 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

2021

Revenue$567,624
Expenses$15,653
Net Income$551,971
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 30, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th 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
2022-04-30
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 Appendix302 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01750
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0338299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0134862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt099913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034949
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0134862
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0134862
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0201687
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/TotalContributionsAmt0420550
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0420550
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc013,000 SHS BYD COMPANY LTD
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REGISTRY OF CHARITABLE TRUSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2HIMALAYA CAPITAL INVESTORS LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22437
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22437
TaxesSchedule/TaxesDetail/Amt07062
TaxesSchedule/TaxesDetail/Amt11000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07062
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11000
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/SignatureDt02022-04-30
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/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02022-05-02T09:19:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORTHWICK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,453,104
Liabilities
$0
Net assets
$4,453,104
Revenue
$567,624
Expenses
$15,653
Net income
$551,971
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