Civic Intelligence

Nancy Owens Breast Cancer Foundation

990 • Fiscal year 2016 • EIN 43-1963990

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization Profilewww.nancyowens.org
9575 Katy FreewayHouston, TX 77024

(713) 932-9238

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-21%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$54,201

Down $14,840 (-21%) from 2015

Net Assets

Down

$54,201

Down $14,840 (-21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin23rd percentile

Revenue

Down

$139,497

Down $18,303 (-12%) from 2015

Expenses

Up

$154,337

Up $3,291 (+2.2%) from 2015

Net Income

Down

-$14,840

Down $21,594 (-320%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$100K$50K$0Assets 2011: $20,706Liabilities 2011: $02011Assets 2012: $15,278Liabilities 2012: $02012Assets 2013: $35,672Liabilities 2013: $0Net Assets 2013: $35,6722013Assets 2014: $62,287Liabilities 2014: $0Net Assets 2014: $62,2872014Assets 2015: $69,041Liabilities 2015: $0Net Assets 2015: $69,0412015Assets 2016: $54,201Liabilities 2016: $0Net Assets 2016: $54,2012016Assets 2017: $59,737Liabilities 2017: $0Net Assets 2017: $59,7372017Assets 2018: $92,236Liabilities 2018: $0Net Assets 2018: $92,2362018Assets 2019: $91,655Liabilities 2019: $0Net Assets 2019: $91,6552019Assets 2020: $60,207Net Assets 2020: $60,2072020Assets 2021: $93,764Liabilities 2021: $14,360Net Assets 2021: $79,4042021Assets 2022: $74,654Liabilities 2022: $0Net Assets 2022: $74,6542022Assets 2023: $45,725Liabilities 2023: $0Net Assets 2023: $45,7252023Assets 2024: $41,833Liabilities 2024: $0Net Assets 2024: $41,8332024

Highlighted filing

2016

Assets$54,201
Liabilities$0
Net Assets$54,201
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $102,702Expenses 2011: $123,660Net Income 2011: -$20,9582011Revenue 2012: $122,067Expenses 2012: $127,495Net Income 2012: -$5,4282012Revenue 2013: $233,194Expenses 2013: $212,800Net Income 2013: $20,3942013Revenue 2014: $258,279Expenses 2014: $231,664Net Income 2014: $26,6152014Revenue 2015: $157,800Expenses 2015: $151,046Net Income 2015: $6,7542015Revenue 2016: $139,497Expenses 2016: $154,337Net Income 2016: -$14,8402016Revenue 2017: $143,299Expenses 2017: $137,763Net Income 2017: $5,5362017Revenue 2018: $177,624Expenses 2018: $145,125Net Income 2018: $32,4992018Revenue 2019: $145,505Expenses 2019: $146,086Net Income 2019: -$5812019Revenue 2020: $71,332Expenses 2020: $102,780Net Income 2020: -$31,4482020Revenue 2021: $32,226Expenses 2021: $13,029Net Income 2021: $19,1972021Revenue 2022: $181,458Expenses 2022: $186,208Net Income 2022: -$4,7502022Revenue 2023: $116,717Expenses 2023: $145,646Net Income 2023: -$28,9292023Revenue 2024: $202,346Expenses 2024: $206,238Net Income 2024: -$3,8922024

Highlighted filing

2016

Revenue$139,497
Expenses$154,337
Net Income-$14,840
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$230,083
Mission and Program Overview

Mission

Nancy Owens Breast Cancer Foundation provides funding to public charities that support education, care, and research to find a cure for breast cancer while memorializing Nancy Owens' life, the values she lived by, and the courage with which she faced breast cancer.

To fund one or more qualified public charities fighting breast cancer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$69,041$54,201▼ $14,840
Rtn Earn Endowment Incm Other Fnds$69,041$54,201▼ $14,840
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$69,041$54,201▼ $14,840
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$69,041$54,201▼ $14,840
Total Liabilities and Net Assets / Fund Balance$69,041$54,201▼ $14,840
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Amy BersteinPresident
Gloria MoormanVice President
Katherine StewartDirector
Peggie KohnertDirector
Michelle SandlinSecretary
Irby RozelleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$179,218
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-39,721
Change in Net Assets
$-14,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$120,000
Other Expenses$34,337
Total Fundraising Expense$26,737
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$120,000--$120,000
Fees for Services Other--$14,400$14,400
Office Expenses-$2,372$8,337$10,709
Advertising--$4,000$4,000
Fees for Services Accounting-$3,796-$3,796
Insurance-$1,432-$1,432
Total Functional Expenses$120,000$7,600$26,737$154,337
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baylor College of MedicineHouston, TX501(c)(3)Lester and Sue Smith Breast Cancer$40,000
Houston Methodist ResearchHouston, TX501(c)(3)Cancer research$40,000
Univ of TexasMD AndersonHouston, TX501(c)(3)Breast cancer$40,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$90,586
Fundraising Gross Income$50,665
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$211,093$47,105$18,478$28,627
Golf Tournament$18,790$3,560-$3,560
Total Events$229,883$50,665$90,586$-39,921
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Gloria Moorman is an employee of Amy Berstein.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is provided to the board members prior to filing the form 990 with the IRS.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All records are maintained at the address indicated on the return and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Nancy Owens Memorial Foundation
EIN
43-1963990
Phone
7139329238
Address
9575 Katy Freeway, Houston, TX 77024

Signing Officer

Name
Gloria Moorman
Title
Director
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Bernstein
Formed
2002
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
16

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0187414
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0176541
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0966415
IRS990ScheduleA/TotalSupportAmt0966415
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0179218
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0163988
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt015230
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt090586
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt029474
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt029474
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Luncheon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0211093
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0229883
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050665
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-39921
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018478
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018478
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt035021
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt07613
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt042634
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt040000
IRS990ScheduleI/RecipientTable/CashGrantAmt140000
IRS990ScheduleI/RecipientTable/CashGrantAmt240000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Lester and Sue Smith Breast Cancer
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Cancer research
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Breast cancer
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Baylor College of Medicine
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Houston Methodist Research
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Univ of TexasMD Anderson
IRS990ScheduleI/RecipientTable/RecipientEIN0275471213
IRS990ScheduleI/RecipientTable/RecipientEIN1870721923
IRS990ScheduleI/RecipientTable/RecipientEIN2746001118
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 Baylor Plaza
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16670 Bertner Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21515 Holcombe Blvd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Houston
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077030
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177030
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd277030
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants made to major Houston charitable institutions whose departments are fighting breast cancer. These organizations monitor the use of funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Gloria Moorman is an employee of Amy Berstein.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is provided to the board members prior to filing the form 990 with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All records are maintained at the address indicated on the return and are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt069041
IRS990/TotalAssetsEOYAmt054201
IRS990/TotalAssetsGrp/BOYAmt069041
IRS990/TotalAssetsGrp/EOYAmt054201
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0179218
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026737
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07600
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0120000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0154337
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt069041
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054201
IRS990/TotalProgramServiceExpensesAmt0120000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-39921
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139497
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069041
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054201
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$54,201
Liabilities
$0
Net assets
$54,201
Revenue
$139,497
Expenses
$154,337
Net income
-$14,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$2.02$2.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.17$1.46$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.81$1.86$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.14$0.79$0.32$0.13$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.71$1.03$0.31
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.46$1.46$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.78$1.45$0.32
2017Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$1.43$1.38$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.39$1.54$0.15
2015Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$1.58$1.51$0.07
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$2.58$2.32$0.27
2013Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$2.33$2.13$0.20
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$1.22$1.27$0.05
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$1.03$1.24$0.21