Civic Intelligence

Leon Owens Foundation

990EZ • Fiscal year 2018 • EIN 33-0634287

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

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

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.

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

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

53rd percentile

3.2%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 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

Net Assets

Down

$17,358

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th 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

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2018

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

Operations Trend

Revenue Growth53rd 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

2018

Revenue$49,565
Expenses$53,414
Net Income-$3,849
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$81,820
Mission and Program Overview

Mission

Granting academic scholarships

Program Services

DescriptionGrantsExpenses
PROVIDE SHOES FOR UNDERPRIVILEGED ELEMENTARY SCHOOLS CHILDREN IN THE FULLERTON SCHOOL DISTRICT$18,350-
THROUGH DONATIONS AND FUNDS FROM OUR FUNDRAISING HONOR THE INDIVIDUALS AT THE SCHOLARSHIP BANQUET$8,275-
PROVIDE SUPPORT FOR VARIOUS COMMUNITY ORGANIZATIONS THROUGH DONATIONS AND PARTICIPANTION IN FUNDRAISING EVENTS. PROVIDED FUNDS TO 13 COMMUNITY NON-PROFIT ORGANIZATIONS THROUGHOUT THE YEAR$5,000-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J OWENSPresident-$0--
DOROTHY JEAN WHITEHURSTSecretary-$0--
SHIRLEY OWENS MCCLANAHANCFO-$0--
RUFUS WHITEHURSTVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$41,700$41,700$25,830$15,870
Total Events$41,700$41,700$25,830$15,870
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
CFO
Signed
2019-05-15
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 $4025”

Other Expenses.1002

“Office Expenses $1600”

Other Expenses.1012

“Insurance $1200”

Other Expenses.1

“Shoes for kids project $18350”

Other Expenses.2

“Administrative expenses $9124”

Other Expenses.3

“SCHOLARSHIPS $8275”

Other Expenses.4

“COMMUNITY SUPPORT $5000”

Other Expenses.5

“Dues & subscriptions $2480”

Other Expenses.7

“TELEPHONE $1115”

Raw XML Appendix166 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/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/BOYAmt021207
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017358
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025835
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3849
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021207
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017358
IRS990EZ/FundraisingGrossIncomeAmt041700
IRS990EZ/GamingGrossIncomeAmt013785
IRS990EZ/GrossReceiptsAmt081820
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021207
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017358
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021207
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017358
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID J OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOROTHY JEAN WHITEHURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHIRLEY OWENS MCCLANAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RUFUS WHITEHURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051169
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GRANTING ACADEMIC SCHOLARSHIPS
IRS990EZ/PrintingPublicationsPostageAmt01620
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/GrantsAndAllocationsAmt08275
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118350
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032255
IRS990EZ/SpecialEventsNetIncomeLossAmt023230
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053414
IRS990EZ/TotalProgramServiceExpensesAmt031625
IRS990EZ/TotalRevenueAmt049565
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0leonowensfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt076014
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt076014
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013620
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt076014
IRS990ScheduleA/TotalSupportAmt076025
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025830
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041700
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015870
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025830
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $4025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SHOES FOR KIDS PROJECT $18350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE EXPENSES $9124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIPS $8275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY SUPPORT $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES & SUBSCRIPTIONS $2480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $1115
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY OWENS MCCLANAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/PreparerFirmEIN0953037112
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/ReturnTs02019-05-15T08:28:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2018Detailed filing. Detailed filing data is available for this year.$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