Civic Intelligence

Stephen G and Regina Oswald Foundation

990PF • Fiscal year 2017 • EIN 81-0835449

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
1622 Kensing LnSanta Ana, CA 92706

(860) 992-5150

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

91st percentile

44%

Faster asset growth than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

9th percentile

-31%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,705,013

Up $1,400,389 (+107%) from 2015

Net Assets

$2,705,013

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Down

$613,435

Down $691,189 (-53%) from 2015

Expenses

Up

$27,000

Up $27,000 from 2015

Net Income

Down

$586,435

Down $718,189 (-55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $1,304,624Liabilities 2015: $02015Assets 2017: $2,705,013Liabilities 2017: $0Net Assets 2017: $2,705,0132017Assets 2018: $3,082,614Liabilities 2018: $0Net Assets 2018: $3,082,6142018Assets 2019: $3,190,214Liabilities 2019: $0Net Assets 2019: $3,190,2142019Assets 2020: $2,778,067Liabilities 2020: $0Net Assets 2020: $2,778,0672020Assets 2021: $2,638,873Liabilities 2021: $0Net Assets 2021: $2,638,8732021Assets 2022: $2,226,922Liabilities 2022: $0Net Assets 2022: $2,226,9222022Assets 2023: $1,308,300Liabilities 2023: $0Net Assets 2023: $1,308,3002023Assets 2024: $949,157Liabilities 2024: $0Net Assets 2024: $949,1572024

Highlighted filing

2017

Assets$2,705,013
Liabilities$0
Net Assets$2,705,013
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $1,304,624Expenses 2015: $0Net Income 2015: $1,304,6242015Revenue 2017: $613,435Expenses 2017: $27,000Net Income 2017: $586,4352017Revenue 2018: $722,273Expenses 2018: $344,672Net Income 2018: $377,6012018Revenue 2019: $558,337Expenses 2019: $450,737Net Income 2019: $107,6002019Revenue 2020: $635,245Expenses 2020: $1,047,392Net Income 2020: -$412,1472020Revenue 2021: $387,271Expenses 2021: $526,465Net Income 2021: -$139,1942021Revenue 2022: $683,598Expenses 2022: $1,095,549Net Income 2022: -$411,9512022Revenue 2023: $624,516Expenses 2023: $1,543,138Net Income 2023: -$918,6222023Revenue 2024: $1,529,264Expenses 2024: $1,234,760Net Income 2024: $294,5042024

Highlighted filing

2017

Revenue$613,435
Expenses$27,000
Net Income$586,435
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN G OSWALDDirector; President-$0--
REGINA OSWALDDirector; Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Stephen G and Regina Oswald Foundation
EIN
81-0835449
Phone
8609925150
Address
1622 KENSING LN, SANTA ANA, CA 92706

Signing Officer

Name
Stephen G Oswald
Title
Principle
Phone
8609925150
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Singerlewak Llp
Address
2050 MAIN STREET 7TH FLOOR, IRVINE, CA 92614
Preparer
Lior Temkin
Phone
9492618600
Raw XML Appendix303 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/TitleTxt0DIRECTOR; PRESIDENT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018775
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt05251
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02974
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05251
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0109200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02974
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN G AND REGINA OSWALD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01622 KENSING LN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA ANA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092706
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0583401
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0347906
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,735 SHARES OF UNITED TECHNOLOGIES (UTC) STOCK CONTRIBUTED
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN G OSWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPLE
ReturnHeader/BusinessOfficerGrp/PhoneNum08609925150
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN G AND REGINA OSWALD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0810835449
ReturnHeader/Filer/PhoneNum08609925150
ReturnHeader/Filer/USAddress/AddressLine1Txt01622 KENSING LN
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092706
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C36518EBE995053931F29DA3CEC0EC983DDC7162
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DED9BCD4CFFEE22F82246B50DEFF447329E01B30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.87.235.180
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:22:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952302617
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINGERLEWAK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 MAIN STREET 7TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09492618600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LIOR TEMKIN
ReturnHeader/ReturnTs02018-11-15T16:20:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,705,013
Liabilities
$0
Net assets
$2,705,013
Revenue
$613,435
Expenses
$27,000
Net income
$586,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.53$1.23$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.62$1.54$0.92
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.68$1.10$0.41
2021Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.39$0.53$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.64$1.05$0.41
2019Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.56$0.45$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.72$0.34$0.38
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.61$0.03$0.59
2015Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.00$1.30