Civic Intelligence

Alvin & Lucy Owsley Foundation

990PF • Fiscal year 2017 • EIN 75-6047221

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
3402 WickershamHouston, TX 77027

(713) 626-5626

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

3rd percentile

-173%

Higher net margin than 3% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

38th percentile

0.6%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,392,625

Up $59,024 (+1.1%) from 2015

Net Assets

$5,392,625

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$140,639

Down $704,993 (-83%) from 2015

Expenses

Down

$383,440

Down $881,930 (-70%) from 2015

Net Income

Up

-$242,801

Up $176,937 (+42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2017

Assets$5,392,625
Liabilities$0
Net Assets$5,392,625
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

2017

Revenue$140,639
Expenses$383,440
Net Income-$242,801
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOPHIA GARRETTTrustee-$0--
DAVID T OWSLEYTrustee-$0--
STEVEN A OWSLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alvin & Lucy Owsley Foundation
EIN
75-6047221
Phone
7136265626
Address
3402 WICKERSHAM, HOUSTON, TX 77027

Signing Officer

Name
Alvin Owsley Jr
Title
Trustee
Phone
7136265626
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD SUITE 2400, HOUSTON, TX 77056
Preparer
Thuy Bui
Phone
7136253500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ANADARKO PETE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AUTOMATIC DATA PROCESSING INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BANK OF AMERICA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CATERPILLAR INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CITIGROUP INC NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29COLGATE PALMOLIVE CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WALT DISNEY CO HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ECOLAB INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FACEBOOK INC CL-A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FORD MOTOR CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FRANKLIN RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GENERAL MTRS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HOME DEPOT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INTERNATIONAL PAPER CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MC CORMICK AND CO NON VOTING
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MONDELEZ INTL INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PVH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PEPSICO INC NC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PFIZER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69REGENERON PHARM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SHERWIN WILLIAMS COMPANY OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SOUTHWEST AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SUNTRUST BKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SYMANTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm803M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81U S BANCORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UNITED CONTINENTAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84UNITEDHEALTH GP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WESTLAKE CHEMICAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WYNDHAM WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ALLERGAN PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91AMERICAN CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92BALL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94COCA-COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95DYNAGAS LNG PTNRS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97NRG ENERGY INC (FORMERLY GENON ENGY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98RCS MEDIAGROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100FIAT CHRYSLER AUTOMOBILES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102EPD; HCLP;PAA; VNFNZ
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-32322
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-50447
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0160
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt028983
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0162103
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-21464
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0140639
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06612
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06611
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013223
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0292850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0292850
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0194265
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0194265
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-242801
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01867817
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-82769
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0167710
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt029143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt029143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt048687
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt056967
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0349
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020349
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0307742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0383440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0223408
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0140639
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014892
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055698
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt090590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0886819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11010062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-18443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-18064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-18443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-18064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-3258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0868376

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,392,625
Liabilities
$0
Net assets
$5,392,625
Revenue
$140,639
Expenses
$383,440
Net income
-$242,801
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