Civic Intelligence

Alvin & Lucy Owsley Foundation

990PF • Fiscal year 2011 • EIN 75-6047221

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 14, 2012

Organization Profile
1600 Post Oak Blvd Apt 80277056
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets18th percentile

Assets

$5,215,412

No earlier filing loaded for comparison.

Net Assets

$5,215,412

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$641,685

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,215,412Liabilities 2011: $0Net Assets 2011: $5,215,4122011Assets 2012: $5,636,204Liabilities 2012: $2502012Assets 2013: $5,401,346Liabilities 2013: $0Net Assets 2013: $5,401,3462013Assets 2014: $5,753,360Liabilities 2014: $02014Assets 2015: $5,333,601Liabilities 2015: $02015Assets 2017: $5,392,625Liabilities 2017: $0Net Assets 2017: $5,392,6252017Assets 2018: $5,310,549Liabilities 2018: $0Net Assets 2018: $5,310,5492018Assets 2019: $5,582,657Liabilities 2019: $0Net Assets 2019: $5,582,6572019Assets 2020: $6,374,075Liabilities 2020: $0Net Assets 2020: $6,374,0752020Assets 2021: $6,634,042Liabilities 2021: $0Net Assets 2021: $6,634,0422021Assets 2022: $6,787,868Liabilities 2022: $0Net Assets 2022: $6,787,8682022Assets 2023: $6,515,468Liabilities 2023: $0Net Assets 2023: $6,515,4682023Assets 2024: $6,624,259Liabilities 2024: $0Net Assets 2024: $6,624,2592024

Highlighted filing

2011

Assets$5,215,412
Liabilities$0
Net Assets$5,215,412
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $641,6852011Revenue 2012: $914,344Expenses 2012: $495,110Net Income 2012: $419,2342012Revenue 2013: $311,799Expenses 2013: $546,522Net Income 2013: -$234,7232013Revenue 2014: $912,849Expenses 2014: $561,513Net Income 2014: $351,3362014Revenue 2015: $845,632Expenses 2015: $1,265,370Net Income 2015: -$419,7382015Revenue 2017: $140,639Expenses 2017: $383,440Net Income 2017: -$242,8012017Revenue 2018: $372,799Expenses 2018: $454,698Net Income 2018: -$81,8992018Revenue 2019: $921,807Expenses 2019: $648,176Net Income 2019: $273,6312019Revenue 2020: $1,363,008Expenses 2020: $571,391Net Income 2020: $791,6172020Revenue 2021: $981,676Expenses 2021: $721,709Net Income 2021: $259,9672021Revenue 2022: $739,806Expenses 2022: $585,980Net Income 2022: $153,8262022Revenue 2023: $422,178Expenses 2023: $694,578Net Income 2023: -$272,4002023Revenue 2024: $883,234Expenses 2024: $715,308Net Income 2024: $167,9262024

Highlighted filing

2011

Revenue-
Expenses$641,685
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALVIN M OWSLEY JRTrustee-$0--
WENDY O GARRETTTrustee-$0--
DAVID T OWSLEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT 13THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.501(C)(3)HOUSTON, TX, US$563,083
Filing and Contact Details

Filer

EIN
75-6047221
Raw XML Appendix383 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0SEE ATTACHMENT 8-A
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SEE ATTACHMENT 7-A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SEE ATTACHMENT 7-B
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALVIN M OWSLEY JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WENDY O GARRETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DAVID T OWSLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12116 E 68TH ST 10C
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IRS990PF/SummaryOfDirectCharitableActy/Description10NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvestments/Description10NOT APPLICABLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER - NO MORE THAN TWO PAGES AND NO ENCLOSURES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ALVIN OWSLEY JR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07136221352
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101600 POST OAK BLVD APT 802
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode077056
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0TEXAS ONLY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0563083
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHMENT 13
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10FOR COMPLETE LIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077056
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0563083
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0391419
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0391419
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10271789
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20100565
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3018062
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5084739
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5084739
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0581361
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0190945
IRS990PF/UndistributedIncome/ExcessFromYear10271789
IRS990PF/UndistributedIncome/ExcessFromYear20100565
IRS990PF/UndistributedIncome/ExcessFromYear3018062
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions0582364
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0190945
IRS990PF/UndistributedIncome/TotalCorpus0666100
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0475155
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount0395
OtherDecreasesSchedule/OtherDecreases/Description0NONDEDUCTIBLE EXPENSES FROM K-1
OtherIncomeSchedule2/OtherIncome/Description0PLAINS ALL AMERICAN PIPELINE - ORD INCOM
OtherIncomeSchedule2/OtherIncome/Description1ENTERPRISE PRODUCTS PARTNERS - ORD LOSS
OtherIncomeSchedule2/OtherIncome/Description2LINN ENERGY LLC - ORD. INCOME
OtherIncomeSchedule2/OtherIncome/Description3LINN ENERGY LLC - DEPLETION
OtherIncomeSchedule2/OtherIncome/Description4LINN ENERGY LLC - IDC
OtherIncomeSchedule2/OtherIncome/Description5ENCORE ENERGY PARTNERS - ORD INCOME
OtherIncomeSchedule2/OtherIncome/Description6ENCORE ENERGY PARTNERS - ROYALTIES
OtherIncomeSchedule2/OtherIncome/Description7ENCORE ENERGY PARTNERS - ROYALTY DEDUCT.
OtherIncomeSchedule2/OtherIncome/Description8ENCORE ENERGY PARTNERS - ROYALTY DEPLETI
OtherIncomeSchedule2/OtherIncome/Description9ENCORE ENERGY PARTNERS - DEPLETION
OtherIncomeSchedule2/OtherIncome/Description10ENCORE ENERGY PARTNERS - IDC
OtherIncomeSchedule2/OtherIncome/Description11VANGUARD NATURAL RESOURCES - ORD INCOME
OtherIncomeSchedule2/OtherIncome/Description12VANGUARD NATURAL RESOURCES - ROYALTIES
OtherIncomeSchedule2/OtherIncome/Description13VANGUARD NATURAL RESOURCES - DEPLETION
OtherIncomeSchedule2/OtherIncome/Description14VANGUARD NATURAL RESOURCES - ROYLTY DEDS
OtherIncomeSchedule2/OtherIncome/Description15VANGUARD NATURAL RESOURCES - IDC
OtherIncomeSchedule2/OtherIncome/Description16VANGUARD NATURAL RESOURCES - ROYLTY DEPL
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01102
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-102
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome2-165
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome389
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome4-8
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome5-9
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks024363
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-7245
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks24570
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks3-9012
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks4-22013
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks517710
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks61102
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks7-102
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks8-165
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks9-8595
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks10-1361
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks112144
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1289
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks13-1160
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks14-8
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks15-292
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks16-9
OtherIncreasesSchedule/OtherIncreases/Amount02671
OtherIncreasesSchedule/OtherIncreases/Description0DEPLETION IN EXCESS OF BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount023856
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount116510
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0MORGAN STANLEY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps08255
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome023856
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome18255
TaxesSchedule/Taxes/Amount03078
TaxesSchedule/Taxes/Amount112000
TaxesSchedule/Taxes/Amount2804
TaxesSchedule/Taxes/Category0FIT-UBIT 990T
TaxesSchedule/Taxes/Category1FOREIGN TAX 783,241
TaxesSchedule/Taxes/Category2EXCISE TAX
TaxesSchedule/Taxes/Category3PLAINS K-1 - FOREIGN TAX
TaxesSchedule/Taxes/NetInvestmentIncome03078
TaxesSchedule/Taxes/NetInvestmentIncome1804
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0756047221
ReturnHeader/Filer/InCareOfName0% ALVIN OWSLEY JR TRUSTEE
ReturnHeader/Filer/Name/BusinessNameLine10ALVIN & LUCY OWSLEY FOUNDATION
ReturnHeader/Filer/NameControl0ALVI
ReturnHeader/Filer/Phone07136265626
ReturnHeader/Filer/USAddress/AddressLine101600 POST OAK BLVD APT 802
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077056
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-14
ReturnHeader/Officer/Name0ALVIN OWSLEY JR
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARGOLIS PHIPPS & WRIGHT PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101400 POST OAK BLVD STE 900
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0770563009
ReturnHeader/Preparer/Name0KENNETH W CHAFFIN
ReturnHeader/Preparer/Phone07136253500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-15T15:27:47-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,215,412
Liabilities
$0
Net assets
$5,215,412
Revenue
-
Expenses
$641,685
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.88$0.72$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.42$0.69$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.74$0.59$0.15
2021Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.98$0.72$0.26
2020Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$1.36$0.57$0.79
2019Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.92$0.65$0.27
2018Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.37$0.45$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.14$0.38$0.24
2015Summary only. Only limited summary data is available for this year.$5.33$0.00$0.85$1.27$0.42
2014Summary only. Only limited summary data is available for this year.$5.75$0.00$0.91$0.56$0.35
2013Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.31$0.55$0.23
2012Summary only. Only limited summary data is available for this year.$5.64$0.00$0.91$0.50$0.42
2011Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.64