Civic Intelligence

Osborne Family Foundation Inc

EIN 61-1817410 • 501(c)3 • Bonita Springs, FL

Profile

Charitable and educational purposes

28470 Captiva Shell LoopBonita Springs, FL 34135

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

2nd percentile

-2528%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$6,577

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 219.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-58%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-91%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$54,230

Down $75,608 (-58%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$54,230

Down $75,608 (-58%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$2,991

Down $31,778 (-91%) from 2020

Expenses

Down

$78,599

Down $41,273 (-34%) from 2020

Net Income

Up

-$75,608

Up $9,495 (+11%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2017: $0Net Assets 2017: $02017Assets 2018: $0Net Assets 2018: $02018Assets 2019: $214,941Liabilities 2019: $0Net Assets 2019: $214,9412019Assets 2020: $129,838Liabilities 2020: $0Net Assets 2020: $129,8382020Assets 2021: $54,230Net Assets 2021: $54,2302021

Highlighted filing

2021

Assets$54,230
Liabilities-
Net Assets$54,230
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $02017Revenue 2018: $02018Revenue 2019: $3,899,148Expenses 2019: $3,682,696Net Income 2019: $216,4522019Revenue 2020: $34,769Expenses 2020: $119,872Net Income 2020: -$85,1032020Revenue 2021: $2,991Expenses 2021: $78,599Net Income 2021: -$75,6082021

Highlighted filing

2021

Revenue$2,991
Expenses$78,599
Net Income-$75,608
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$54,230
Liabilities
-
Net assets
$54,230
Revenue
$2,991
Expenses
$78,599
Net income
-$75,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.00$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.03$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$3.90$3.68$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.0
Gross Receipts
$2,991
Mission and Program Overview

Mission

Charitable and educational purposes

Committed to the needs of the community through programs that aid and support those suffering from poverty, drug/alcohol dependence, and mental illness

Program Services

DescriptionGrantsExpenses
ENGAGE AND COLLABORATE WITH CHURCHES AND ORGANIZATIONS IN CONDUCTING CHRISTIAN MINISTRIES, MISSIONS, AND CHURCH WORK BY MINISTERING TO THE SPIRITUAL NEEDS OF THE GENERAL PUBLIC.$12,011$40,998
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMARA VANALSTINEExecutive DiFT$6,577-$6,577
MICHAEL S OSBORNEDirector-$0--
MICHELLE A OSBORNEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Osborne Family Foundation Inc
EIN
61-1817410
Phone
4197823709
Address
28470 CAPTIVA SHELL LOOP, BONITA SPRINGS, FL 34135

Signing Officer

Name
Michael S Osborne
Title
Director
Phone
4167823709
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Shultz Huber & Associates Inc
Address
101 CLINTON ST SUITE 2000, DEFIANCE, OH 43512-2172
Preparer
Tyson L Stuckey CPA
Phone
4197822000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses travel 47,030 payroll processing fees 319 bank fees 145 miscellaneous 100 total 47,594”

Form 990-ez, Part III

“Committed to the needs of the community through programs that aid and support those suffering from poverty, drug/alcohol dependence, and mental illness”

Raw XML Appendix120 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL S OSBORNE
IRS990EZ/BooksInCareOfDetail/PhoneNum04197823709
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027470 CAPTIVA SHELL LOOP
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BONITA SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034135
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0129838
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054230
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02991
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-75608
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08568
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0129838
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054230
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012011
IRS990EZ/GrossReceiptsAmt02991
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129838
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054230
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129838
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt26577
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL S OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE A OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMARA VANALSTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047594
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMITTED TO THE NEEDS OF THE COMMUNITY THROUGH PROGRAMS THAT AID AND SUPPORT THOSE SUFFERING FROM POVERTY, DRUG/ALCOHOL DEPENDENCE, AND MENTAL ILLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENGAGE AND COLLABORATE WITH CHURCHES AND ORGANIZATIONS IN CONDUCTING CHRISTIAN MINISTRIES, MISSIONS, AND CHURCH WORK BY MINISTERING TO THE SPIRITUAL NEEDS OF THE GENERAL PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012011
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040998
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010426
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078599
IRS990EZ/TotalProgramServiceExpensesAmt040998
IRS990EZ/TotalRevenueAmt02991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02991
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01005000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0433975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01476735
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt029535
IRS990ScheduleA/SubstantialContributorsTotAmt01447200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02991
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01005000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0433975
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01476735
IRS990ScheduleA/TotalSupportAmt01476735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 47,030 PAYROLL PROCESSING FEES 319 BANK FEES 145 MISCELLANEOUS 100 TOTAL 47,594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMITTED TO THE NEEDS OF THE COMMUNITY THROUGH PROGRAMS THAT AID AND SUPPORT THOSE SUFFERING FROM POVERTY, DRUG/ALCOHOL DEPENDENCE, AND MENTAL ILLNESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL S OSBORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04167823709
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSBORNE FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OSBO
ReturnHeader/Filer/EIN0611817410
ReturnHeader/Filer/PhoneNum04197823709
ReturnHeader/Filer/USAddress/AddressLine1Txt028470 CAPTIVA SHELL LOOP
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034135
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341769212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHULTZ HUBER & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 CLINTON ST SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEFIANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0435122172
ReturnHeader/PreparerPersonGrp/PhoneNum04197822000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYSON L STUCKEY CPA
ReturnHeader/ReturnTs02022-11-10T10:05:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSBORNE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.