Civic Intelligence

Leon Owens Foundation

990EZ • Fiscal year 2016 • EIN 33-0634287

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 07, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,299

Down $21,675 (-52%) from 2015

Net Assets

Down

$20,299

Down $21,675 (-52%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$15,967

Down $6,315 (-28%) from 2015

Expenses

Up

$21,564

Up $6,867 (+47%) from 2015

Net Income

Down

-$5,597

Down $13,182 (-174%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2016

Assets$20,299
Liabilities-
Net Assets$20,299
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

2016

Revenue$15,967
Expenses$21,564
Net Income-$5,597
Open 2016 Filing
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 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$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
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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
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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.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,299
Liabilities
-
Net assets
$20,299
Revenue
$15,967
Expenses
$21,564
Net income
-$5,597
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