Civic Intelligence

J V Lowney Fund

EIN 77-0526077 • Oakland, CA

360 17th Street 200Oakland, CA 94612
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$1,200

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

436%

Faster revenue growth than 97% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$740,105

Up $74,722 (+11%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$740,105

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin93rd percentile

Revenue

Up

$117,269

Up $95,406 (+436%) from 2023

Expenses

Down

$42,547

Down $3,839 (-8.3%) from 2023

Net Income

Up

$74,722

Up $99,245 (+405%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$800K$600K$400K$200K$0Assets 2011: $602,006Liabilities 2011: $02011Assets 2013: $578,361Liabilities 2013: $02013Assets 2014: $557,170Liabilities 2014: $0Net Assets 2014: $557,1702014Assets 2015: $573,101Liabilities 2015: $02015Assets 2018: $553,527Liabilities 2018: $0Net Assets 2018: $553,5272018Assets 2019: $538,804Liabilities 2019: $0Net Assets 2019: $538,8042019Assets 2020: $659,360Liabilities 2020: $0Net Assets 2020: $659,3602020Assets 2021: $712,520Liabilities 2021: $0Net Assets 2021: $712,5202021Assets 2022: $689,906Liabilities 2022: $0Net Assets 2022: $689,9062022Assets 2023: $665,383Liabilities 2023: $12023Assets 2024: $740,105Liabilities 2024: $0Net Assets 2024: $740,1052024

Highlighted filing

2024

Assets$740,105
Liabilities$0
Net Assets$740,105
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$100K$0-$100KRevenue 2011: $27,822Expenses 2011: $26,510Net Income 2011: $1,3122011Revenue 2013: $23,236Expenses 2013: $42,576Net Income 2013: -$19,3402013Revenue 2014: $32,880Expenses 2014: $54,071Net Income 2014: -$21,1912014Revenue 2015: $78,601Expenses 2015: $62,670Net Income 2015: $15,9312015Revenue 2018: $57,997Expenses 2018: $44,964Net Income 2018: $13,0332018Revenue 2019: $24,190Expenses 2019: $38,913Net Income 2019: -$14,7232019Revenue 2020: $178,776Expenses 2020: $58,220Net Income 2020: $120,5562020Revenue 2021: $103,422Expenses 2021: $50,262Net Income 2021: $53,1602021Revenue 2022: $34,642Expenses 2022: $57,256Net Income 2022: -$22,6142022Revenue 2023: $21,863Expenses 2023: $46,386Net Income 2023: -$24,5232023Revenue 2024: $117,269Expenses 2024: $42,547Net Income 2024: $74,7222024

Highlighted filing

2024

Revenue$117,269
Expenses$42,547
Net Income$74,722
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$740,105
Liabilities
$0
Net assets
$740,105
Revenue
$117,269
Expenses
$42,547
Net income
$74,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$1.17$0.43$0.75
2023Summary only. Only limited summary data is available for this year.$6.65$0.00$0.22$0.46$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.35$0.57$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$1.03$0.50$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.59$0.00$6.59$1.79$0.58$1.21
2019Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.24$0.39$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.58$0.45$0.13
2015Summary only. Only limited summary data is available for this year.$5.73$0.00$0.79$0.63$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.33$0.54$0.21
2013Summary only. Only limited summary data is available for this year.$5.78$0.00$0.23$0.43$0.19
2011Summary only. Only limited summary data is available for this year.$6.02$0.00$0.28$0.27$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDITH A BENNETTBoard Member-$1,200-$1,200
KENNETH A LOWNEYBoard Member-$1,200-$1,200
JOHN V LOWNEYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Jv Lowney Fund
EIN
77-0526077
Phone
6508518694
Address
360 17TH STREET 200, OAKLAND, CA 94612

Signing Officer

Name
John V Lowney
Title
President
Phone
6508518694
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Ketel Thorstenson Llp
Address
PO BOX 3140, RAPID CITY, SD 57709-3140
Preparer
Kimberly a Richters Ea
Phone
6053425630
Raw XML Appendix324 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN V LOWNEY
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017588
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03543
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026875
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014045
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035173
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026875
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030418
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN V LOWNEY
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKLAND
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094612
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011726
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011726
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011726
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02631
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt259
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01530
TaxesSchedule/TaxesDetail/Amt0133
TaxesSchedule/TaxesDetail/Amt11786
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0133
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN V LOWNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06508518694
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JV LOWNEY FUND
ReturnHeader/Filer/BusinessNameControlTxt0JVLO
ReturnHeader/Filer/EIN0770526077
ReturnHeader/Filer/PhoneNum06508518694
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 17TH STREET 200
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460257538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KETEL THORSTENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RAPID CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0577093140
ReturnHeader/PreparerPersonGrp/PhoneNum06053425630
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A RICHTERS EA
ReturnHeader/ReturnTs02025-05-15T15:27:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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