Civic Intelligence

Owl Foundation

990PF • Fiscal year 2015 • EIN 43-2081826

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 20, 2016

2465 Campus DriveIrvine, CA 92612

(949) 797-2000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

49th percentile

0.1%

Faster asset growth than 49% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

-9.7%

Faster revenue growth than 27% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,251,063

Up $1,295 (+0.1%) from 2014

Net Assets

Up

$2,251,063

Up $1,295 (+0.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$201,115

Down $21,555 (-9.7%) from 2014

Expenses

Up

$118,693

Up $5,486 (+4.8%) from 2014

Net Income

Down

$82,422

Down $27,041 (-25%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,832,289Liabilities 2011: $02011Assets 2012: $1,977,026Liabilities 2012: $02012Assets 2013: $2,079,911Liabilities 2013: $02013Assets 2014: $2,249,768Liabilities 2014: $0Net Assets 2014: $2,249,7682014Assets 2015: $2,251,063Liabilities 2015: $0Net Assets 2015: $2,251,0632015Assets 2016: $2,271,519Liabilities 2016: $0Net Assets 2016: $2,271,5192016Assets 2017: $2,365,834Liabilities 2017: $0Net Assets 2017: $2,365,8342017Assets 2018: $2,088,855Liabilities 2018: $0Net Assets 2018: $2,088,8552018Assets 2019: $2,362,935Liabilities 2019: $0Net Assets 2019: $2,362,9352019Assets 2020: $2,252,504Liabilities 2020: $0Net Assets 2020: $2,252,5042020Assets 2021: $2,367,176Liabilities 2021: $0Net Assets 2021: $2,367,1762021Assets 2022: $2,056,407Liabilities 2022: $0Net Assets 2022: $2,056,4072022Assets 2023: $2,214,902Liabilities 2023: $0Net Assets 2023: $2,214,9022023Assets 2024: $2,334,280Liabilities 2024: $0Net Assets 2024: $2,334,2802024

Highlighted filing

2015

Assets$2,251,063
Liabilities$0
Net Assets$2,251,063

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $111,988Expenses 2011: $103,569Net Income 2011: $8,4192011Revenue 2012: $110,276Expenses 2012: $108,735Net Income 2012: $1,5412012Revenue 2013: $164,365Expenses 2013: $107,499Net Income 2013: $56,8662013Revenue 2014: $222,670Expenses 2014: $113,207Net Income 2014: $109,4632014Revenue 2015: $201,115Expenses 2015: $118,693Net Income 2015: $82,4222015Revenue 2016: $133,604Expenses 2016: $123,469Net Income 2016: $10,1352016Revenue 2017: $114,440Expenses 2017: $126,608Net Income 2017: -$12,1682017Revenue 2018: $129,387Expenses 2018: $132,026Net Income 2018: -$2,6392018Revenue 2019: $90,349Expenses 2019: $130,671Net Income 2019: -$40,3222019Revenue 2020: $290,587Expenses 2020: $119,402Net Income 2020: $171,1852020Revenue 2021: $194,125Expenses 2021: $117,411Net Income 2021: $76,7142021Revenue 2022: $100,221Expenses 2022: $107,699Net Income 2022: -$7,4782022Revenue 2023: $258,470Expenses 2023: $116,031Net Income 2023: $142,4392023Revenue 2024: $244,203Expenses 2024: $124,825Net Income 2024: $119,3782024

Highlighted filing

2015

Revenue$201,115
Expenses$118,693
Net Income$82,422
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 20, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY J BURDENTrustee As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Owl Foundation
EIN
43-2081826
In Care Of
% STEVE SEASTROM
Phone
9497972000
Address
2465 CAMPUS DRIVE, IRVINE, CA 92612

Signing Officer

Name
Gregory Burden
Title
Trustee
Phone
9497972000
Signed
2016-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Bolar Hirsch & Jennings Llp
Address
18101 VON KARMAN AVENUE1440, IRVINE, CA 92612
Preparer
Daniel R Bolar
Phone
9492243300
Raw XML Appendix357 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/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEVE SEASTROM
IRS990PF/StatementsRegardingActyGrp/PhoneNum09497972000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GREGORY J BURDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt484000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0desert conservation through preservation, education and appreciation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HELPS THOUSANDS OF WOUNDED WARRIORS - AND THEIR FAMILIES - AS THEY RETURN HOME FROM THE CURRENT CONFLICTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ENHANCE THE QUALITY OF LIFE IN ORANGE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUNDS COLLEGE SCHOLARSHIPS AND PROMOTES FURTHER EDUCATION TO ALL ENGLISH AS SECOND LANGUAGE EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4focuses on health and human service needs in the county
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROVIDES SAFE HAVEN AND LIFE CHANGING PROGRAMS FOR VICTIMS OF DOMESTIC VIOLENCE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE LIVING DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOUNDED WARRIOR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ORANGE COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BIGHORN GOLF CLUB CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNITED WAY - ORANGE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HUMAN OPTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt047900 PORTOLA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 758541
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24041 MACARTHUR BLVD SUITE 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3255 PALOWET DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt418012 Mitchell S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 53745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TOPEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1666758541
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592619
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt094430
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/AppliedToCurrentYearAmt04908
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt097510
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102418
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0104689
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt097510
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0OWL COMPANIES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02465 CAMPUS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0IRVINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092612
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt081127
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CY MARK TO MARKET ADJ - INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITABLE ACTIVITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER G&A EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt128
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011568
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111568
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt328
TaxesSchedule/TaxesDetail/Amt0537
TaxesSchedule/TaxesDetail/Amt12500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0537
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY BURDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09497972000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OWLF
ReturnHeader/Filer/EIN0432081826
ReturnHeader/Filer/InCareOfNm0% STEVE SEASTROM
ReturnHeader/Filer/PhoneNum09497972000
ReturnHeader/Filer/USAddress/AddressLine1Txt02465 CAMPUS DRIVE
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLAR HIRSCH & JENNINGS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018101 VON KARMAN AVENUE1440
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09492243300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL R BOLAR
ReturnHeader/ReturnTs02016-11-14T18:09:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.24$0.12$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.26$0.12$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.10$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.19$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.29$0.12$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.09$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.13$0.13$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.11$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.13$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.20$0.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.22$0.11$0.11
2013Summary only. Only limited summary data is available for this year.$2.08$0.00$0.16$0.11$0.06
2012Summary only. Only limited summary data is available for this year.$1.98$0.00$0.11$0.11$0.00
2011Summary only. Only limited summary data is available for this year.$1.83$0.00$0.11$0.10$0.01