Civic Intelligence

Sheryl Lee Osborne Foundation

990PF • Fiscal year 2016 • EIN 33-0941303

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 11, 2017

Organization Profile
704 Arden DriveEncinitas, CA 92024

(619) 818-8473

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$17,402

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

99th percentile

714%

Faster asset growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

6912%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,700,611

Up $1,491,687 (+714%) from 2015

Net Assets

Up

$1,700,611

Up $1,491,687 (+714%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$1,533,567

Up $1,511,696 (+6912%) from 2015

Expenses

Up

$95,986

Up $21,799 (+29%) from 2015

Net Income

Up

$1,437,581

Up $1,489,897 (+2848%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2016

Assets$1,700,611
Liabilities$0
Net Assets$1,700,611
Open 2016 Filing

Operations Trend

Revenue Growth100th 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

2016

Revenue$1,533,567
Expenses$95,986
Net Income$1,437,581
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER OSBORNEDirector-$17,402-$17,402
PATRICIA S LEVINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sheryl Lee Osborne Foundation
EIN
33-0941303
Phone
6198188473
Address
704 ARDEN DRIVE, ENCINITAS, CA 92024

Signing Officer

Name
Heather Osborne
Title
Director
Signed
2017-10-11
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 Appendix317 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0855 SOUTH MAIN AVE STE K-162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 120551
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2107 SE WASHINGTON ST 480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FALLBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297214
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051582
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt097372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt062170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt069492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt071638
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt071638
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0310616
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt051582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt097372
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt062170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt069492
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051582
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt051582
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0382254
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0330672
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02992
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02992
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEETING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEB HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05188
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1192
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LIFE INSURANCE PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01505256
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010576
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16436
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020576
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt16436
TaxesSchedule/TaxesDetail/Amt0369
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0369
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt130
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER OSBORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERYL LEE OSBORNE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0330941303
ReturnHeader/Filer/PhoneNum06198188473
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/ReturnTs02017-10-11T09:29:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,700,611
Liabilities
$0
Net assets
$1,700,611
Revenue
$1,533,567
Expenses
$95,986
Net income
$1,437,581
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
Peer Organizations

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