Civic Intelligence

Leon Owens Foundation

EIN 33-0634287 • 501(c)3 • Fullerton, CA

Profile

Granting academic scholarships

1105 S Euclid St Suite D-349Fullerton, CA 92832

leonowensfoundation.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

33rd percentile

-7.8%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

3.2%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$17,358

Down $3,849 (-18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$17,358

Down $3,849 (-18%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Up

$49,565

Up $1,520 (+3.2%) from 2017

Expenses

Up

$53,414

Up $6,277 (+13%) from 2017

Net Income

Down

-$3,849

Down $4,757 (-524%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$60K$40K$20K$0Assets 2015: $41,974Net Assets 2015: $41,9742015Assets 2016: $20,299Net Assets 2016: $20,2992016Assets 2017: $21,207Net Assets 2017: $21,2072017Assets 2018: $17,358Net Assets 2018: $17,3582018

Highlighted filing

2018

Assets$17,358
Liabilities-
Net Assets$17,358
Open 2018 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2015: $22,282Expenses 2015: $14,697Net Income 2015: $7,5852015Revenue 2016: $15,967Expenses 2016: $21,564Net Income 2016: -$5,5972016Revenue 2017: $48,045Expenses 2017: $47,137Net Income 2017: $9082017Revenue 2018: $49,565Expenses 2018: $53,414Net Income 2018: -$3,8492018

Highlighted filing

2018

Revenue$49,565
Expenses$53,414
Net Income-$3,849
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$17,358
Liabilities
-
Net assets
$17,358
Revenue
$49,565
Expenses
$53,414
Net income
-$3,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$17.4$49.6$53.4$3.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$21.2$48.0$47.1$0.91
2016Detailed filing. Detailed filing data is available for this year.$20.3$20.3$16.0$21.6$5.60
2015Detailed filing. Detailed filing data is available for this year.$42.0$42.0$22.3$14.7$7.59
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 7, 2016
Return Version
2015v2.0
Gross Receipts
$52,891
Mission and Program Overview

Mission

Granting academic scholarships

Program Services

DescriptionGrantsExpenses
THROUGH DONATIONS AND FUNDS FROM OUR FUNDRAISING HONOR THE INDIVIDUALS AT THE SCHOLARSHIP BANQUET$12,788-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J OWENSPresident-$0--
LOWANNA OWENSSecretary-$0--
CLARA P HERNANDEZTreasurer-$0--
RUFUS WHITEHURSTVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$36,945$36,945$21,767$15,178
Total Events$36,945$36,945$21,767$15,178
Filing and Contact Details

Filer

Filer Name
Leon Owens Foundation
EIN
33-0634287
Phone
7146875520
Address
1105 S EUCLID ST SUITE D-349, FULLERTON, CA 92832

Signing Officer

Name
Clara P Hernandez
Title
Treasurer
Signed
2016-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Bates Coughtry Reiss Llp Cpas
Address
2601 SATURN ST STE 210, BREA, CA 92821-6702
Preparer
Stephen P Janowiczcpa
Phone
7148712422
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROGRAM SERVICE $10918”

Other Expenses.2

“Administrative expenses $7328”

Other Expenses.3

“COMMUNITY SUPPORT $1870”

Other Expenses.4

“MARKETING $669”

Other Expenses.5

“ACCOUNTING $625”

Other Expenses.6

“BANK CHARGES $110”

Other Expenses.7

“HOSPITALITY $44”

Raw XML Appendix159 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CLARA HERNANDEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07146875520
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0820 NEBRASKA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0928706903
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041974
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020299
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02725
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5597
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041974
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020299
IRS990EZ/FundraisingGrossIncomeAmt036945
IRS990EZ/GamingGrossIncomeAmt013148
IRS990EZ/GrossReceiptsAmt052891
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041974
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020299
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041974
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID J OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOWANNA OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLARA P HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RUFUS WHITEHURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-16078
IRS990EZ/OtherExpensesTotalAmt021564
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GRANTING ACADEMIC SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THROUGH DONATIONS AND FUNDS FROM OUR FUNDRAISING HONOR THE INDIVIDUALS AT THE SCHOLARSHIP BANQUET
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012788
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036924
IRS990EZ/SpecialEventsNetIncomeLossAmt013169
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021564
IRS990EZ/TotalProgramServiceExpensesAmt012788
IRS990EZ/TotalRevenueAmt015967
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0leonowensfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014689
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt047779
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt064
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt089
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99810
IRS990ScheduleA/PublicSupportPY170Pct00.99710
IRS990ScheduleA/PublicSupportTotal170Amt047779
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014689
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt047779
IRS990ScheduleA/TotalSupportAmt047868
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021767
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036945
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036945
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036945
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036945
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015178
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021767
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE $10918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE EXPENSES $7328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY SUPPORT $1870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARKETING $669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTING $625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY $44
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARA P HERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEON OWENS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0330634287
ReturnHeader/Filer/PhoneNum07146875520
ReturnHeader/Filer/USAddress/AddressLine1Txt01105 S EUCLID ST SUITE D-349
ReturnHeader/Filer/USAddress/CityNm0FULLERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATES COUGHTRY REISS LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 SATURN ST STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928216702
ReturnHeader/PreparerPersonGrp/PhoneNum07148712422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P JANOWICZCPA
ReturnHeader/ReturnTs02016-12-07T07:04:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.