Civic Intelligence

Owen Charitable Trust

990PF • Fiscal year 2019 • EIN 46-6776385

Jan 01, 2019 to Dec 31, 2019 • 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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

3rd percentile

-184%

Higher net margin than 3% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

16th percentile

-8.7%

Faster asset growth than 16% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$633,681

Down $60,205 (-8.7%) from 2018

Net Assets

Down

$633,681

Down $60,205 (-8.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin3rd percentile

Revenue

Up

$24,267

Up $1,979 (+8.9%) from 2018

Expenses

Up

$69,030

Up $61,329 (+796%) from 2018

Net Income

Down

-$44,763

Down $59,350 (-407%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2019

Assets$633,681
Liabilities$0
Net Assets$633,681
Open 2019 Filing

Operations Trend

Revenue Growth61st 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

2019

Revenue$24,267
Expenses$69,030
Net Income-$44,763
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th 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 Appendix232 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/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04703
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04703
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04703
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032332
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01929
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc1SCHOLARSHIPS INCLUDED AS INCOME
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2DISTRIBUTION FROM UNITED BANK OF IOWA IRA
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt12372
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNITED BANK OF IOWA 1099R
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FARM BUREAU 1099R
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt0429
OtherIncreasesSchedule/OtherIncreasesDetail/Amt131
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EARNINGS ON IRA ACCOUNT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CHANGE IN VALUE: FARM BUREAU
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0KERSTEN BROWNLEE HENDRICKS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWEN CHARITABLE TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0112 S 3RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT DODGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050501
ReturnHeader/PreparerPersonGrp/PhoneNum05159551989
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HANK CRIMMINS
ReturnHeader/ReturnTs02020-08-06T10:16:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$633,681
Liabilities
$0
Net assets
$633,681
Revenue
$24,267
Expenses
$69,030
Net income
-$44,763
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