Civic Intelligence

Owens Foundation

990 • Fiscal year 2012 • EIN 54-1639287

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

5909 Dewey Drive22310
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

63rd percentile

4.7%

Faster asset growth than 63% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,889,676

Up $176,303 (+4.7%) from 2011

Net Assets

Up

$3,889,676

Up $176,303 (+4.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$46,837

Down $77,692 (-62%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,713,373Liabilities 2011: $0Net Assets 2011: $3,713,3732011Assets 2012: $3,889,676Liabilities 2012: $0Net Assets 2012: $3,889,6762012Assets 2013: $4,147,133Liabilities 2013: $0Net Assets 2013: $4,147,1332013Assets 2014: $4,217,185Liabilities 2014: $0Net Assets 2014: $4,217,1852014Assets 2015: $4,047,112Liabilities 2015: $0Net Assets 2015: $4,047,1122015Assets 2016: $4,057,338Liabilities 2016: $0Net Assets 2016: $4,057,3382016Assets 2017: $4,192,421Liabilities 2017: $0Net Assets 2017: $4,192,4212017Assets 2018: $3,839,015Liabilities 2018: $0Net Assets 2018: $3,839,0152018Assets 2019: $3,996,945Liabilities 2019: $0Net Assets 2019: $3,996,9452019Assets 2020: $4,046,302Liabilities 2020: $0Net Assets 2020: $4,046,3022020Assets 2021: $4,125,162Liabilities 2021: $0Net Assets 2021: $4,125,1622021Assets 2022: $3,564,597Liabilities 2022: $0Net Assets 2022: $3,564,5972022Assets 2023: $3,142,946Liabilities 2023: $0Net Assets 2023: $3,142,9462023Assets 2024: $2,985,230Liabilities 2024: $0Net Assets 2024: $2,985,2302024

Highlighted filing

2012

Assets$3,889,676
Liabilities$0
Net Assets$3,889,676

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $124,5292011Expenses 2012: $46,8372012Revenue 2013: $180,924Expenses 2013: $86,018Net Income 2013: $94,9062013Revenue 2014: $337,196Expenses 2014: $115,477Net Income 2014: $221,7192014Revenue 2015: $76,358Expenses 2015: $70,136Net Income 2015: $6,2222015Revenue 2016: $34,416Expenses 2016: $190,078Net Income 2016: -$155,6622016Revenue 2017: $138,984Expenses 2017: $172,575Net Income 2017: -$33,5912017Revenue 2018: $139,144Expenses 2018: $200,947Net Income 2018: -$61,8032018Revenue 2019: $179,014Expenses 2019: $235,499Net Income 2019: -$56,4852019Revenue 2020: $193,131Expenses 2020: $208,746Net Income 2020: -$15,6152020Revenue 2021: $171,482Expenses 2021: $271,099Net Income 2021: -$99,6172021Revenue 2022: $68,171Expenses 2022: $222,562Net Income 2022: -$154,3912022Revenue 2023: $97,747Expenses 2023: $734,672Net Income 2023: -$636,9252023Revenue 2024: $240,699Expenses 2024: $368,382Net Income 2024: -$127,6832024

Highlighted filing

2012

Revenue-
Expenses$46,837
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Gross Receipts
$2,702,304
Mission and Program Overview

Mission

Support for the college of william & mary related to their scholarship, museum fund, author program, and athletics.

Filing and Contact Details

Filer

EIN
54-1639287
Raw XML Appendix364 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0SUPPORT FOR THE COLLEGE OF WILLIAM & MARY AND THE ENDOWMENT ASSOCIATION OF THE COLLEGE.
IRS990/AddressPrincipalOfficerUS/AddressLine105909 DEWEY DRIVE
IRS990/AddressPrincipalOfficerUS/City0ALEXANDRIA
IRS990/AddressPrincipalOfficerUS/State0VA
IRS990/AddressPrincipalOfficerUS/ZIPCode022310
IRS990/AnnualDisclosureCoveredPersons01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
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IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY04184
IRS990/CashNonInterestBearing/EOY04184
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IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
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IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0THE FOUNDATION'S PURPOSE IS TO SUPPORT THE COLLEGE OF WILLIAM & MARY AND THEIR SCHOLARSHIPS, MUSEUM FUND, AUTHOR PROGRAM, AND ATHLETICS. THIS IS ACCOMPLISHED BY MAKING PAYMENTS TO OR ON BEHALF OF THE ENDOWMENT FUND ASSOCIATION AT THE COLLEGE.
IRS990/DisregardedEntity00
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IRS990/Form990PartVIISectionA/NamePerson1PATRISIA B OWENS
IRS990/Form990PartVIISectionA/NamePerson2DONALD G OWENS
IRS990/Form990PartVIISectionA/NamePerson3MILDRED B WEST
IRS990/Form990PartVIISectionA/NamePerson4CARROLL W OWENS III
IRS990/Form990PartVIISectionA/NamePerson5CATHERINE O GARLAND
IRS990/Form990PartVIISectionA/Officer0X
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IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/Title0DIR/PRESIDENT
IRS990/Form990PartVIISectionA/Title1DIR/SEC/TREASURER
IRS990/Form990PartVIISectionA/Title2DIR/V.P.
IRS990/Form990PartVIISectionA/Title3DIR/V.P.
IRS990/Form990PartVIISectionA/Title4DIR/V.P.
IRS990/Form990PartVIISectionA/Title5DIR/V.P.
IRS990/Form990ProvidedToGoverningBody01
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IRS990/GrossReceipts02702304
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IRS990/MissionDescription0SUPPORT FOR THE COLLEGE OF WILLIAM & MARY RELATED TO THEIR SCHOLARSHIP, MUSEUM FUND, AUTHOR PROGRAM, AND ATHLETICS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0CARROLL W OWENS JR
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IRS990/OtherExpenses/Description0FOREIGN TAXES PAID
IRS990/OtherExpenses/Description1VA STATE CORPORATION CO
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IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10COLLEGE OF WILLIAM & MARY
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE ORGANIZATION COLLECTS AND CURRENTLY OWNS ART WORK AND STATUES IN THE AMOUNT OF $1,105,283 WHICH IS USED TO SUPPORT THE COLLEGE OF WILLIAM & MARY.
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART III, LINE 4:
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IRS990ScheduleD/OtherAssets/Description0ARTWORK ON LOAN TO COLLEGE OF WILLIAM & MARY
IRS990ScheduleD/SolicitedAssetsForSale00
IRS990ScheduleD/TotalBookValueOtherAssets01105283
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: PAYMENTS ARE MADE ON BEHALF OF THE ENDOWMENT ASSOICIATION OF THE COLLEGE OF WILLIAM & MARY.
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10PO BOX 8795
IRS990ScheduleI/RecipientTable/AddressUS/City0WILLIAMSBURG
IRS990ScheduleI/RecipientTable/AddressUS/State0VA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode023187
IRS990ScheduleI/RecipientTable/AmountOfCashGrant042600
IRS990ScheduleI/RecipientTable/EINOfRecipient0546001718
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0SCHOLARSHIPS, MUSEUM FUND, AUTHOR PROGRAM, LAND REFORMATION, AND ATHLETICS.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10COLLEGE OF WILLIAM & MARY
IRS990ScheduleI/RecordsMaintained00
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0CARROLL W. OWENS, JR. (DIR/PRESIDENT), DONALD G. OWENS (DIR/VP), PATRISIA B. OWENS (DIR/SEC/TREASURER), AND CARROLL W. OWENS, III (DIR/VP) HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990 IS REVIEWED BY THE PRESIDENT AND BOARD MEMBERS OF THE ORGANIZATION BEFORE IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation2UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0VA
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10COLLEGE OF WILLIAM & MARY
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0EDUCATION
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 2
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
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IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
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IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0CASH
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10COLLEGE OF WILLIAM & MARY
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0B
IRS990/School00
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IRS990/StateLegalDomicile0VA
IRS990/StatesWhereCopyOfReturnIsFiled0VA
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IRS990/Terminated00
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IRS990/TheBooksAreInCareOf/AddressUS/City0ALEXANDRIA
IRS990/TheBooksAreInCareOf/AddressUS/State0VA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode022310
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CARROLL W OWENS JR
IRS990/TheBooksAreInCareOf/TelephoneNumber07039601662
IRS990/TotalAssets/BOY03713373
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IRS990/TotalExpensesCurrentYear046837
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IRS990/TotalFunctionalExpenses/ManagementAndGeneral04237
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0104461
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
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IRS990/UponRequest0X
IRS990/WebSite0N.A.
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01992
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0541639287
ReturnHeader/Filer/Name/BusinessNameLine10THE OWENS FOUNDATION
ReturnHeader/Filer/NameControl0OWEN
ReturnHeader/Filer/Phone07039601662
ReturnHeader/Filer/USAddress/AddressLine105909 DEWEY DRIVE
ReturnHeader/Filer/USAddress/City0ALEXANDRIA
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022310
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0CARROLL W OWENS JR
ReturnHeader/Officer/Phone07039601662
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0542055917
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHARLES W BALLOU CPA PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102112 WAKEFIELD COURT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ALEXANDRIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode022307
ReturnHeader/Preparer/Name0BRADLEY COSTLOW CPA
ReturnHeader/Preparer/Phone07033291330
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-09T12:11:56-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.24$0.37$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.10$0.73$0.64
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.07$0.22$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.17$0.27$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.19$0.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.18$0.24$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.14$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.14$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.34$0.12$0.22
2013Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.18$0.09$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.00$3.89$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.71$0.12