Civic Intelligence

Leon Owens Foundation

990EZ • Fiscal year 2015 • EIN 33-0634287

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 08, 2015

Organization Profileleonowensfoundation.org
1105 S Euclid St Suite D-349Fullerton, CA 92832

(714) 687-5520

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$41,974

No earlier filing loaded for comparison.

Net Assets

$41,974

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

$22,282

No earlier filing loaded for comparison.

Expenses

$14,697

No earlier filing loaded for comparison.

Net Income

$7,585

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2015

Assets$41,974
Liabilities-
Net Assets$41,974
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$22,282
Expenses$14,697
Net Income$7,585
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 8, 2015
Return Version
2014v5.0
Gross Receipts
$71,871
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$5,538-
Compensation and Service Providers
Top Officer Pay75th 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$37,971$37,971$29,471$8,500
Banquet$11,647$11,647$5,730$5,917
Total Events$49,618$49,618$35,201$14,417
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
2015-12-08
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 $5538”

Other Expenses.2

“Administrative expenses $4555”

Other Expenses.3

“MARKETING $3338”

Other Expenses.4

“ACCOUNTING $634”

Other Expenses.5

“BANK CHARGES $263”

Other Expenses.6

“BEREAVMENTS $238”

Other Expenses.7

“HOSPITALITY $131”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07146875520
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0928706903
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041974
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07585
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0275
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034389
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041974
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041974
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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/OtherExpensesTotalAmt014697
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GRANTING ACADEMIC SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt02170
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THROUGH DONATIONS AND FUNDS FROM OUR FUNDRAISING HONOR THE INDIVIDUALS AT THE SCHOLARSHIP BANQUET
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05538
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049589
IRS990EZ/SpecialEventsNetIncomeLossAmt012942
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014697
IRS990EZ/TotalProgramServiceExpensesAmt05538
IRS990EZ/TotalRevenueAmt022282
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0leonowensfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014689
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt070953
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0206
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99710
IRS990ScheduleA/PublicSupportPY170Pct00.99600
IRS990ScheduleA/PublicSupportTotal170Amt070953
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014689
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025969
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt070953
IRS990ScheduleA/TotalSupportAmt071159
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035201
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049618
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049618
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014417
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035201
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029471
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE $5538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE EXPENSES $4555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MARKETING $3338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTING $634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BEREAVMENTS $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY $131
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARA P HERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-08
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/ReturnTs02015-12-08T14:04:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,974
Liabilities
-
Net assets
$41,974
Revenue
$22,282
Expenses
$14,697
Net income
$7,585
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits