Civic Intelligence

Lee and Kimberly Oser Foundation

990PF • Fiscal year 2020 • EIN 45-3817197

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
1877 N Kolb RoadTucson, AZ 85715

(520) 721-1300

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

35th percentile

-5.6%

Higher net margin than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

8.8%

Faster asset growth than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-33%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$196,228

Up $15,895 (+8.8%) from 2019

Net Assets

$196,228

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin35th percentile

Revenue

Down

$8,999

Down $4,334 (-33%) from 2019

Expenses

Up

$9,500

Up $9,500 from 2019

Net Income

Down

-$501

Down $13,834 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2012: $250,000Liabilities 2012: $12012Assets 2013: $290,500Liabilities 2013: $0Net Assets 2013: $290,5002013Assets 2014: $329,500Liabilities 2014: $12014Assets 2015: $452,500Liabilities 2015: $12015Assets 2016: $372,000Liabilities 2016: $0Net Assets 2016: $372,0002016Assets 2017: $224,500Liabilities 2017: $0Net Assets 2017: $224,5002017Assets 2018: $167,000Liabilities 2018: $0Net Assets 2018: $167,0002018Assets 2019: $180,333Liabilities 2019: $12019Assets 2020: $196,228Liabilities 2020: $0Net Assets 2020: $196,2282020

Highlighted filing

2020

Assets$196,228
Liabilities$0
Net Assets$196,228
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $250,000Expenses 2012: $0Net Income 2012: $250,0002012Revenue 2013: $50,000Expenses 2013: $9,500Net Income 2013: $40,5002013Revenue 2014: $100,000Expenses 2014: $61,000Net Income 2014: $39,0002014Revenue 2015: $125,000Expenses 2015: $2,000Net Income 2015: $123,0002015Revenue 2016: $0Expenses 2016: $80,500Net Income 2016: -$80,5002016Revenue 2017: $0Expenses 2017: $147,500Net Income 2017: -$147,5002017Revenue 2018: $0Expenses 2018: $57,500Net Income 2018: -$57,5002018Revenue 2019: $13,333Expenses 2019: $0Net Income 2019: $13,3332019Revenue 2020: $8,999Expenses 2020: $9,500Net Income 2020: -$5012020

Highlighted filing

2020

Revenue$8,999
Expenses$9,500
Net Income-$501
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY A OSERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lee and Kimberly Oser Foundation
EIN
45-3817197
Phone
5207211300
Address
1877 N KOLB ROAD, TUCSON, AZ 85715

Signing Officer

Name
Kimberly a Oser
Title
Director
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Liggett & Joshi CPA PC
Address
307 7th Ave Ste 1601, New York, NY 10001
Preparer
Stuart B Brown
Phone
2124813490
Raw XML Appendix217 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KIMBERLY A OSER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01877 N KOLB ROAD
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09500
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01877 N KOLB ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TUCSON
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05207211300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0262 Danny Thomas Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13003 S Country Club Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22820 W Ina Rd
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE AND KIMBERLY OSER FOUNDATION
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ReturnHeader/Filer/PhoneNum05207211300
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ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085715
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 7th Ave Ste 1601
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02124813490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART B BROWN
ReturnHeader/ReturnTs02021-11-11T14:01:08-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$196,228
Liabilities
$0
Net assets
$196,228
Revenue
$8,999
Expenses
$9,500
Net income
-$501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.09$0.10$0.01
2019Summary only. Only limited summary data is available for this year.$1.80$0.00$0.13$0.00$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.00$0.58$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.00$1.48$1.48
2016Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.00$0.81$0.81
2015Summary only. Only limited summary data is available for this year.$4.53$0.00$1.25$0.02$1.23
2014Summary only. Only limited summary data is available for this year.$3.30$0.00$1.00$0.61$0.39
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.50$0.10$0.41
2012Summary only. Only limited summary data is available for this year.$2.50$0.00$2.50$0.00$2.50