Civic Intelligence

Owen Charitable Trust

990PF • Fiscal year 2021 • EIN 46-6776385

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 25, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

3rd percentile

-227%

Higher net margin than 3% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

13th percentile

-6.7%

Faster asset growth than 13% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$553,994

Down $39,970 (-6.7%) from 2020

Net Assets

Down

$553,994

Down $39,970 (-6.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin3rd percentile

Revenue

Down

$13,786

Down $4,358 (-24%) from 2020

Expenses

Up

$45,061

Up $872 (+2.0%) from 2020

Net Income

Down

-$31,275

Down $5,230 (-20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2021

Assets$553,994
Liabilities$0
Net Assets$553,994
Open 2021 Filing

Operations Trend

Revenue Growth15th 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

2021

Revenue$13,786
Expenses$45,061
Net Income-$31,275
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 25, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th 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
2022-03-25
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 Appendix216 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/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032633
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09874
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018056
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014577
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0252
OtherDecreasesSchedule/OtherDecreasesDetail/Amt18473
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DISTRIBUTION FROM UNITED BANK OF IOWA IRA
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045000
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08473
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt061
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MID-IOWA CPAS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05152409586
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-25
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ReturnHeader/Filer/PhoneNum05152409586
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050323
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261448873
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MID-IOWA CPAS PLC
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/PreparationDt02022-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HANK CRIMMINS
ReturnHeader/ReturnTs02022-04-15T17:43:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DELONG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,994
Liabilities
$0
Net assets
$553,994
Revenue
$13,786
Expenses
$45,061
Net income
-$31,275
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