Civic Intelligence

Owen Charitable Foundation

990PF • Fiscal year 2023 • EIN 52-6287381

Jan 01, 2023 to Jul 06, 2023 • Filed on May 15, 2024

Organization Profile
96 Lighthouse DriveJupiter, FL 33469

(401) 895-4810

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-4855%

Higher net margin than 1% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $158,818 (-100%) from 2022

Net Assets

Down

$0

Down $158,818 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin1st percentile

Revenue

Down

$3,271

Down $446,889 (-99%) from 2022

Expenses

Down

$162,089

Down $227,422 (-58%) from 2022

Net Income

Down

-$158,818

Down $219,467 (-362%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$300K$200K$100K$0Assets 2010: $94,309Liabilities 2010: $0Net Assets 2010: $94,3092010Assets 2011: $25,867Liabilities 2011: $0Net Assets 2011: $25,8672011Assets 2012: $9,868Liabilities 2012: $12012Assets 2013: $125,785Liabilities 2013: $0Net Assets 2013: $125,7852013Assets 2014: $63,448Liabilities 2014: $0Net Assets 2014: $63,4482014Assets 2015: $73,857Liabilities 2015: $0Net Assets 2015: $73,8572015Assets 2016: $103,849Liabilities 2016: $0Net Assets 2016: $103,8492016Assets 2017: $286,420Liabilities 2017: $0Net Assets 2017: $286,4202017Assets 2018: $153,498Liabilities 2018: $0Net Assets 2018: $153,4982018Assets 2019: $180,914Liabilities 2019: $0Net Assets 2019: $180,9142019Assets 2020: $142,422Liabilities 2020: $0Net Assets 2020: $142,4222020Assets 2021: $98,169Liabilities 2021: $0Net Assets 2021: $98,1692021Assets 2022: $158,818Liabilities 2022: $0Net Assets 2022: $158,8182022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $117,7712010Expenses 2011: $165,0882011Revenue 2012: $149,843Expenses 2012: $165,842Net Income 2012: -$15,9992012Revenue 2013: $275,281Expenses 2013: $159,364Net Income 2013: $115,9172013Revenue 2014: $418,364Expenses 2014: $272,362Net Income 2014: $146,0022014Revenue 2015: $300,000Expenses 2015: $289,591Net Income 2015: $10,4092015Revenue 2016: $300,000Expenses 2016: $270,008Net Income 2016: $29,9922016Revenue 2017: $527,948Expenses 2017: $345,377Net Income 2017: $182,5712017Revenue 2018: $245,347Expenses 2018: $378,269Net Income 2018: -$132,9222018Revenue 2019: $719,970Expenses 2019: $692,554Net Income 2019: $27,4162019Revenue 2020: $267,311Expenses 2020: $305,803Net Income 2020: -$38,4922020Revenue 2021: $360,331Expenses 2021: $404,584Net Income 2021: -$44,2532021Revenue 2022: $450,160Expenses 2022: $389,511Net Income 2022: $60,6492022Revenue 2023: $3,271Expenses 2023: $162,089Net Income 2023: -$158,8182023

Highlighted filing

2023

Revenue$3,271
Expenses$162,089
Net Income-$158,818
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Jul 6, 2023
Signed
May 15, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE S OWENTrustee-$0--
JENNY OWENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Owen Charitable Foundation
EIN
52-6287381
In Care Of
% LEE S OWEN
Phone
4018954810
Address
96 Lighthouse Drive, Jupiter, FL 33469

Signing Officer

Name
Lee Owen
Title
Trustee
Phone
4108954810
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Berkowitz Pollack Brant
Address
200 S BISCAYNE BLVD 7th FL, MIAMI, FL 33131
Preparer
Adam Cohen CPA
Phone
3053797000
Raw XML Appendix315 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02102
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Boynton Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd421211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd523226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd722906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd821202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd933426
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0158250
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/AppliedToCurrentYearAmt03535
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0376000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0396714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0285797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0681032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0362527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0362527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01894258
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0154715
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0376000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0396714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0285797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0681032
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0158250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0154715
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02256785
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02102070
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE BOARD OF DIRECTORS TERMINATED THE FOUNDATION AS OF JULY 6, 2023 (See memorandum of distribution and termination attachment)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Owen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04108954810
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Owen Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0526287381
ReturnHeader/Filer/InCareOfNm0% LEE S OWEN
ReturnHeader/Filer/PhoneNum04018954810
ReturnHeader/Filer/USAddress/AddressLine1Txt096 Lighthouse Drive
ReturnHeader/Filer/USAddress/CityNm0Jupiter
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033469
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERKOWITZ POLLACK BRANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 S BISCAYNE BLVD 7th FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033131
ReturnHeader/PreparerPersonGrp/PhoneNum03053797000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Cohen CPA
ReturnHeader/ReturnTs02024-03-14T10:45:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lee
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Owen
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-07-06
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,271
Expenses
$162,089
Net income
-$158,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$1.62$1.59
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$4.50$3.90$0.61
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$3.60$4.05$0.44
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$2.67$3.06$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$7.20$6.93$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$2.45$3.78$1.33
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$5.28$3.45$1.83
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$3.00$2.70$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$3.00$2.90$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$4.18$2.72$1.46
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$2.75$1.59$1.16
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$1.50$1.66$0.16
2011Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.65
2010Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.18