Civic Intelligence

Leon Owens Foundation

990EZ • Fiscal year 2017 • EIN 33-0634287

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.5%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

201%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,207

Up $908 (+4.5%) from 2016

Net Assets

Up

$21,207

Up $908 (+4.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Up

$48,045

Up $32,078 (+201%) from 2016

Expenses

Up

$47,137

Up $25,573 (+119%) from 2016

Net Income

Up

$908

Up $6,505 (+116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2017

Assets$21,207
Liabilities-
Net Assets$21,207
Open 2017 Filing

Operations Trend

Revenue Growth96th 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

2017

Revenue$48,045
Expenses$47,137
Net Income$908
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$80,165
Mission and Program Overview

Mission

Granting academic scholarships

Program Services

DescriptionGrantsExpenses
PROVIDE SHOES FOR UNDERPRIVILEGED ELEMENTARY SCHOOLS CHILDREN IN THE FULLERTON SCHOOL DISTRICT$17,800-
THROUGH DONATIONS AND FUNDS FROM OUR FUNDRAISING HONOR THE INDIVIDUALS AT THE SCHOLARSHIP BANQUET$8,750-
PROVIDE SUPPORT FOR VARIOUS COMMUNITY ORGANIZATIONS THROUGH DONATIONS AND PARTICIPANTION IN FUNDRAISING EVENTS. PROVIDED FUNDS TO 13 COMMUNITY NON-PROFIT ORGANIZATIONS THROUGHOUT THE YEAR$4,275-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J OWENSPresident-$0--
LOWANNA OWENSSecretary-$0--
SHIRLEY OWENS MCCLANAHANTreasurer-$0--
RUFUS WHITEHURSTVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$40,340$40,340$25,609$14,731
Total Events$40,340$40,340$25,609$14,731
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
Shirley Owens Mcclanahan
Title
Treasurer
Signed
2018-05-15
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.1001

“Advertising and Promotion $6552”

Other Expenses.1012

“Insurance $1164”

Other Expenses.1

“Shoes for kids project $17800”

Other Expenses.2

“SCHOLARSHIPS $8750”

Other Expenses.3

“Administrative expenses $5983”

Other Expenses.4

“COMMUNITY SUPPORT $4275”

Other Expenses.5

“TELEPHONE $1104”

Other Expenses.6

“Dues & subscriptions $850”

Raw XML Appendix165 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/PersonNm0SHIRLEY OWENS MCCLANAHAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07146875520
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01550 HEARTLAND WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092881
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020299
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021207
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025694
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0908
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0659
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020299
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021207
IRS990EZ/FundraisingGrossIncomeAmt040340
IRS990EZ/GamingGrossIncomeAmt013728
IRS990EZ/GrossReceiptsAmt080165
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020299
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021207
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020299
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021207
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/PersonNm2SHIRLEY OWENS MCCLANAHAN
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/OtherExpensesTotalAmt046478
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/DescriptionProgramSrvcAccomTxt1PROVIDE SHOES FOR UNDERPRIVILEGED ELEMENTARY SCHOOLS CHILDREN IN THE FULLERTON SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SUPPORT FOR VARIOUS COMMUNITY ORGANIZATIONS THROUGH DONATIONS AND PARTICIPANTION IN FUNDRAISING EVENTS. PROVIDED FUNDS TO 13 COMMUNITY NON-PROFIT ORGANIZATIONS THROUGHOUT THE YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08750
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt117800
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24275
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032120
IRS990EZ/SpecialEventsNetIncomeLossAmt021948
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047137
IRS990EZ/TotalProgramServiceExpensesAmt030825
IRS990EZ/TotalRevenueAmt048045
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0leonowensfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt059184
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99810
IRS990ScheduleA/PublicSupportTotal170Amt059184
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09505
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt059184
IRS990ScheduleA/TotalSupportAmt059209
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025609
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040340
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014731
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025609
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $6552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SHOES FOR KIDS PROJECT $17800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $8750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE EXPENSES $5983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY SUPPORT $4275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $1104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES & SUBSCRIPTIONS $850
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY OWENS MCCLANAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/ReturnTs02018-05-15T15:40:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,207
Liabilities
-
Net assets
$21,207
Revenue
$48,045
Expenses
$47,137
Net income
$908
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
2017Detailed filing. Detailed filing data is available for this year.$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