Civic Intelligence

Sheryl Lee Osborne Foundation

990PF • Fiscal year 2014 • EIN 33-0941303

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization Profile
704 Arden DriveEncinitas, CA 92024

(760) 634-5314

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-161%

Higher net margin than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

26th percentile

-10%

Faster asset growth than 26% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$261,240

Down $30,021 (-10%) from 2013

Net Assets

Down

$261,240

Down $30,021 (-10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Up

$38,866

Up $4,317 (+12%) from 2013

Expenses

Up

$101,597

Up $35,289 (+53%) from 2013

Net Income

Down

-$62,731

Down $30,972 (-98%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$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

2014

Assets$261,240
Liabilities$0
Net Assets$261,240
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

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

2014

Revenue$38,866
Expenses$101,597
Net Income-$62,731
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL OSBORNEDirector-$0--
HEATHER OSBORNEDirector-$0--
MARGERY B DONAHUEVice President-$0--
Filing and Contact Details

Filer

Filer Name
Sheryl Lee Osborne Foundation
EIN
33-0941303
Phone
7606345314
Address
704 ARDEN DRIVE, ENCINITAS, CA 92024

Signing Officer

Name
Sheryl Lee Osborne
Title
Director
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth S Cohen CPA INC
Address
171 Saxony Rd Ste 112, Encinitas, CA 92024
Preparer
Kenneth S Cohen
Phone
8583425757
Raw XML Appendix308 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/ExcessDistributionCyovYr1Amt062170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt069492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt071638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt052056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt071653
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt071653
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0352728
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt097372
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt062170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt069492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt071638
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt052056
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097372
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt097372
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0424381
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0327009
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02992
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02992
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01001
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0574
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0574
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IN KIND DONATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0610
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112701
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2167
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3697
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4197
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1610
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212701
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5697
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6197
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030528
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12182
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FEDERAL TAX REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1MISC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01762
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01762
TaxesSchedule/TaxesDetail/Amt0608
TaxesSchedule/TaxesDetail/Amt1125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0608
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1125
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL LEE OSBORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERYL LEE OSBORNE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0330941303
ReturnHeader/Filer/PhoneNum07606345314
ReturnHeader/Filer/USAddress/AddressLine1Txt0704 ARDEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth S Cohen CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 Saxony Rd Ste 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encinitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092024
ReturnHeader/PreparerPersonGrp/PhoneNum08583425757
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth S Cohen
ReturnHeader/ReturnTs02015-11-12T09:26:39-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,240
Liabilities
$0
Net assets
$261,240
Revenue
$38,866
Expenses
$101,597
Net income
-$62,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.21$0.13$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.09$0.15$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.01$0.07$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.26$0.15$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.06$0.12$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.53$0.10$1.44
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.02$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.04$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.03$0.07$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.08