Civic Intelligence

Sheryl Lee Osborne Foundation

990PF • Fiscal year 2019 • EIN 33-0941303

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 22, 2020

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.

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

100th percentile

1237%

Higher net margin than 100% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$52,380

Higher top officer pay than 58% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

19th percentile

-4.8%

Faster asset growth than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,609,250

Down $80,637 (-4.8%) from 2018

Net Assets

Down

$1,609,250

Down $80,637 (-4.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$6,564

Down $270,850 (-102%) from 2018

Expenses

Down

$74,635

Down $75,465 (-50%) from 2018

Net Income

Down

-$81,199

Down $195,385 (-171%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2019

Assets$1,609,250
Liabilities$0
Net Assets$1,609,250
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue-$6,564
Expenses$74,635
Net Income-$81,199
Open 2019 Filing
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
Top Officer Pay58th percentile

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/ExcessFromYear3Amt051582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030000
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

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,609,250
Liabilities
$0
Net assets
$1,609,250
Revenue
-$6,564
Expenses
$74,635
Net income
-$81,199
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
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