Civic Intelligence

Owen Charitable Trust

990PF • Fiscal year 2018 • EIN 46-6776385

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 06, 2020

Organization Profile
4810 74th Street PO Box 3821Urbandale, IA 50323

(515) 240-9586

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Revenue Growth

34th percentile

-3.2%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$693,886

Up $16,775 (+2.5%) from 2015

Net Assets

$693,886

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin94th percentile

Revenue

Down

$22,288

Down $2,280 (-9.3%) from 2015

Expenses

Down

$7,701

Down $46,225 (-86%) from 2015

Net Income

Up

$14,587

Up $43,945 (+150%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$800K$600K$400K$200K$0Assets 2015: $677,111Liabilities 2015: $02015Assets 2018: $693,886Liabilities 2018: $0Net Assets 2018: $693,8862018Assets 2019: $633,681Liabilities 2019: $0Net Assets 2019: $633,6812019Assets 2020: $593,964Liabilities 2020: $0Net Assets 2020: $593,9642020Assets 2021: $553,994Liabilities 2021: $0Net Assets 2021: $553,9942021Assets 2022: $518,885Liabilities 2022: $0Net Assets 2022: $518,8852022Assets 2023: $474,845Liabilities 2023: $0Net Assets 2023: $474,8452023Assets 2024: $432,726Liabilities 2024: $0Net Assets 2024: $432,7262024

Highlighted filing

2018

Assets$693,886
Liabilities$0
Net Assets$693,886
Open 2018 Filing

Operations Trend

Revenue Growth34th percentile

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

$100K$50K$0-$50KRevenue 2015: $24,568Expenses 2015: $53,926Net Income 2015: -$29,3582015Revenue 2018: $22,288Expenses 2018: $7,701Net Income 2018: $14,5872018Revenue 2019: $24,267Expenses 2019: $69,030Net Income 2019: -$44,7632019Revenue 2020: $18,144Expenses 2020: $44,189Net Income 2020: -$26,0452020Revenue 2021: $13,786Expenses 2021: $45,061Net Income 2021: -$31,2752021Revenue 2022: $5,251Expenses 2022: $39,750Net Income 2022: -$34,4992022Revenue 2023: $5,033Expenses 2023: $48,900Net Income 2023: -$43,8672023Revenue 2024: $4,487Expenses 2024: $46,500Net Income 2024: -$42,0132024

Highlighted filing

2018

Revenue$22,288
Expenses$7,701
Net Income$14,587
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 6, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY DELONGTrustee-$0--
CAROLYN FINCKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Owen Charitable Trust
EIN
46-6776385
Phone
5152409586
Address
4810 74TH STREET PO BOX 3821, URBANDALE, IA 50323

Signing Officer

Name
Gary Delong
Title
Trustee
Phone
5152409586
Signed
2020-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Mid-iowa Cpas Plc
Address
112 S 3RD ST, FORT DODGE, IA 50501
Preparer
Hank Crimmins
Phone
5159551989
Raw XML Appendix207 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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OtherDecreasesSchedule/OtherDecreasesDetail/Amt111359
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 PENALTIES & INTEREST PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DISTRIBUTION FROM UNITED BANK OF IOWA IRA
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt011359
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNITED BANK OF IOWA 1099R
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ReturnHeader/Filer/EIN0466776385
ReturnHeader/Filer/PhoneNum05152409586
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ReturnHeader/FilingSecurityInformation/IPTm010:14:13
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ReturnHeader/PreparerPersonGrp/PhoneNum05159551989
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HANK CRIMMINS
ReturnHeader/ReturnTs02020-08-06T10:14:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$693,886
Liabilities
$0
Net assets
$693,886
Revenue
$22,288
Expenses
$7,701
Net income
$14,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.04$0.47$0.42
2023Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.05$0.49$0.44
2022Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.05$0.40$0.34
2021Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.14$0.45$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.18$0.44$0.26
2019Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.24$0.69$0.45
2018Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.22$0.08$0.15
2015Summary only. Only limited summary data is available for this year.$6.77$0.00$0.25$0.54$0.29