Civic Intelligence

Sheryl Lee Osborne Foundation

EIN 33-0941303 • Poway, CA

13624 Acorn Patch LanePoway, CA 92064
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2021

Net Margin

82nd percentile

37%

Higher net margin than 82% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$52,380

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2021

Asset Growth

57th percentile

4.9%

Faster asset growth than 57% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

141%

Faster revenue growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,621,832

Up $75,825 (+4.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$1,621,832

Up $75,825 (+4.9%) from 2020

Revenue

Up

$206,248

Up $120,730 (+141%) from 2020

Expenses

Down

$130,423

Down $18,338 (-12%) from 2020

Net Income

Up

$75,825

Up $139,068 (+220%) from 2020

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $404,972Liabilities 2011: $0Net Assets 2011: $404,9722011Assets 2013: $291,261Liabilities 2013: $0Net Assets 2013: $291,2612013Assets 2014: $261,240Liabilities 2014: $0Net Assets 2014: $261,2402014Assets 2015: $208,924Liabilities 2015: $0Net Assets 2015: $208,9242015Assets 2016: $1,700,611Liabilities 2016: $0Net Assets 2016: $1,700,6112016Assets 2017: $1,825,475Liabilities 2017: $0Net Assets 2017: $1,825,4752017Assets 2018: $1,689,887Liabilities 2018: $0Net Assets 2018: $1,689,8872018Assets 2019: $1,609,250Liabilities 2019: $0Net Assets 2019: $1,609,2502019Assets 2020: $1,546,007Liabilities 2020: $0Net Assets 2020: $1,546,0072020Assets 2021: $1,621,832Liabilities 2021: $0Net Assets 2021: $1,621,8322021

Highlighted filing

2021

Assets$1,621,832
Liabilities$0
Net Assets$1,621,832

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $77,6812011Revenue 2013: $34,549Expenses 2013: $66,308Net Income 2013: -$31,7592013Revenue 2014: $38,866Expenses 2014: $101,597Net Income 2014: -$62,7312014Revenue 2015: $21,871Expenses 2015: $74,187Net Income 2015: -$52,3162015Revenue 2016: $1,533,567Expenses 2016: $95,986Net Income 2016: $1,437,5812016Revenue 2017: $63,950Expenses 2017: $121,310Net Income 2017: -$57,3602017Revenue 2018: $264,286Expenses 2018: $150,100Net Income 2018: $114,1862018Revenue 2019: -$6,564Expenses 2019: $74,635Net Income 2019: -$81,1992019Revenue 2020: $85,518Expenses 2020: $148,761Net Income 2020: -$63,2432020Revenue 2021: $206,248Expenses 2021: $130,423Net Income 2021: $75,8252021

Highlighted filing

2021

Revenue$206,248
Expenses$130,423
Net Income$75,825

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 22, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER OSBORNEDirectorPT$52,380-$52,380
PATRICIA S LEVINDirector-$0--
MICHELLE ROYCEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sheryl Lee Osborne Foundation
EIN
33-0941303
Phone
6198188473
Address
13624 ACORN PATCH LANE, POWAY, CA 92064

Signing Officer

Name
Heather Osborne
Title
Director
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth S Cohen CPA INC
Address
542 Forrest Bluff, Encinitas, CA 92024
Preparer
Kenneth S Cohen
Phone
8583425757
Raw XML Appendix275 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.

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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0317557
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0317557
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt095
LandEtcSchedule2/LandEtcGrp/BookValueAmt0850
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0945
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0850
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0182
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016729
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016729
TaxesSchedule/TaxesDetail/Amt01948
TaxesSchedule/TaxesDetail/Amt198
TaxesSchedule/TaxesDetail/Amt285
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01948
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt198
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt285
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER OSBORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERYL LEE OSBORNE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0330941303
ReturnHeader/Filer/PhoneNum06198188473
ReturnHeader/Filer/USAddress/AddressLine1Txt013624 ACORN PATCH LANE
ReturnHeader/Filer/USAddress/CityNm0POWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330894731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth S Cohen CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0542 Forrest Bluff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encinitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092024
ReturnHeader/PreparerPersonGrp/PhoneNum08583425757
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth S Cohen
ReturnHeader/ReturnTs02020-10-22T13:51:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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