Sheryl Lee Osborne Foundation

990PF • Fiscal year 2017 • EIN 33-0941303

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 22, 2018

Organization Profile

13624 Acorn Patch LanePoway, CA 92064

(619) 818-8473

Siviq Scores

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

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-90%

Higher net margin than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

$36,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 56.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

7.3%

Faster asset growth than 65% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

-96%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets25th percentile

Assets

$1,825,475

Up $124,864 (+7.3%) from 2016

Net Assets

$1,825,475

Up $124,864 (+7.3%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin5th percentile

Revenue

Down

$63,950

Down $1,469,617 (-96%) from 2016

Expenses

$121,310

Up $25,324 (+26%) from 2016

Net Income

Down

-$57,360

Down $1,494,941 (-104%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2017

Assets$1,825,475

Liabilities$0

Net Assets$1,825,475

Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$63,950

Expenses$121,310

Net Income-$57,360

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Oct 22, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay53rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HEATHER OSBORNE	Director	-	$36,000	-	$36,000
PATRICIA S LEVIN	Director	-	$0	-	-
MICHELLE ROYCE	Director	-	$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: 2018-10-22
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

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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	13624 ACORN PATCH LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	POWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92064
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	HEATHER OSBORNE
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6198188473
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	26853
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT RAINFOREST & COMMUNITY HEALTH IN BORNEO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHILDREN'S HEALTHCARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	BUILD AND STRENGHTEN SMALL-STAFF PHILANTHROPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	HEALTH IN HARMONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	RADY CHILDREN'S HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	EXPONENT PHILANTHROPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	107 SE WASHINGTON ST 480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3020 CHILDRENS WAY MC 5005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1720 N STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	97214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	20036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	57603
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	51582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	30000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	97372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	62170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	69492
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	69492
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	298727
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	57603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	51582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	30000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	97372
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	62170
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	57603
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	57603
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	368219
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	310616
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	2992
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	2992
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	LICANSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	WEB HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	95
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	4284
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	420
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	95
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	4284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	200
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	131
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	20536
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	LEGAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	20536
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	20
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	STATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	10
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	HEATHER OSBORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SHERYL LEE OSBORNE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SHER
ReturnHeader/Filer/EIN	0	330941303
ReturnHeader/Filer/PhoneNum	0	6198188473
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	13624 ACORN PATCH LANE
ReturnHeader/Filer/USAddress/CityNm	0	POWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	330894731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Kenneth S Cohen CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	171 Saxony Rd Ste 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Encinitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92024
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8583425757
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Kenneth S Cohen
ReturnHeader/ReturnTs	0	2018-10-22T16:11:35-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $1,825,475
Liabilities: $0
Net assets: $1,825,475
Revenue: $63,950
Expenses: $121,310
Net income: -$57,360

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2017Detailed filing. Detailed filing data is available for this year.	$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