Civic Intelligence

Brooke Owens Fellowship

EIN 82-2845150 • 501(c)3 • Washington, DC

Pub. 78 Eligible990-N Coverage

Profile

Created to honor the legacy of a beloved space industry pioneer and accomplished pilot, Dawn Brooke Owens (1980 2016), the Brooke Owens Fellowship is designed to serve both as an inspiration and as a career boost to capable young women and other gender minorities who, like Brooke, aspire to explore our sky and stars, to shake up the aerospace industry, and to help their fellow people here on planet Earth. We do this by matching up to forty students per year with purpose-driven, paid internships at leading aerospace companies and organizations and with senior and executive level mentors.

1424 K St NW Ste 200Washington, DC 20005

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-4.4%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Assets

Down

$1,005,825

Down $229,800 (-19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,005,825

Down $229,800 (-19%) from 2023

Revenue

Up

$656,268

Up $391,404 (+148%) from 2023

Expenses

Up

$787,155

Up $357,048 (+83%) from 2023

Net Income

Up

-$130,887

Up $34,356 (+21%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2021: $1,150,284Liabilities 2021: $0Net Assets 2021: $1,150,2842021Assets 2022: $1,241,079Liabilities 2022: $0Net Assets 2022: $1,241,0792022Assets 2023: $1,235,625Liabilities 2023: $0Net Assets 2023: $1,235,6252023Assets 2024: $1,005,825Liabilities 2024: $0Net Assets 2024: $1,005,8252024

Highlighted filing

2024

Assets$1,005,825
Liabilities$0
Net Assets$1,005,825

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2021: $1,320,426Expenses 2021: $240,233Net Income 2021: $1,080,1932021Revenue 2022: $605,987Expenses 2022: $496,516Net Income 2022: $109,4712022Revenue 2023: $264,864Expenses 2023: $430,107Net Income 2023: -$165,2432023Revenue 2024: $656,268Expenses 2024: $787,155Net Income 2024: -$130,8872024

Highlighted filing

2024

Revenue$656,268
Expenses$787,155
Net Income-$130,887

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$699,070
Mission and Program Overview

Mission

Created to honor the legacy of a beloved space industry pioneer and accomplished pilot, Dawn Brooke Owens (1980 2016), the Brooke Owens Fellowship is designed to serve both as an inspiration and as a career boost to capable young women and other gender minorities who, like Brooke, aspire to explore our sky and stars, to shake up the aerospace industry, and to help their fellow people here on planet Earth. We do this by matching up to forty students per year with purpose-driven, paid internships at leading aerospace companies and organizations and with senior and executive level mentors.

Created to honor the legacy of a beloved space industry pioneer and accomplishedpilot, Dawn Brooke Owens (1980 2016), the Brooke Owens Fellowship is designed toserve both as an inspiration and as a career boost to capable young women and othergender minorities who, like Brooke, aspire to explore our sky and stars, to shake upthe aerospace industry, and to help their fellow people here on planet Earth. We dothis by matching up to forty students per year with purpose-driven, paid internshipsat leading aerospace companies and organizations and with senior and executive levelmentors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,235,625$1,005,825▼ $229,800
Investments in Publicly Traded Securities$667,403$726,468▲ $59,065
Cash and Non-Interest-Bearing Accounts$454,578$265,979▼ $188,599
Accounts Receivable$100,000$0▼ $100,000
Savings and Temporary Cash Investments$13,644$13,378▼ $266
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,235,625$1,005,825▼ $229,800
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,235,625$1,005,825▼ $229,800
Total Liabilities and Net Assets / Fund Balance$1,235,625$1,005,825▼ $229,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carolyn BroadyAdministratorFT$77,808$77,808

Board Members and Trustees

NameTitle
Caryn SchenewerkBoard member
Kayla WatsonBoard member
Lori GarverBoard member
Maddie KotheBoard member
Sirisha BandlaBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$598,555
Program Service Revenue
$0
Investment Income
$57,713
Other Revenue
$0
All Other Contributions
$598,555
Change in Net Assets
$-130,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$477,776
Other Expenses$214,723
Salaries, Compensation, and Employee Benefits$94,656
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$296,118--$296,118
Conferences and Meetings$187,189--$187,189
Grants to Domestic Individuals$181,658--$181,658
Current Officers, Directors, Trustees, and Key Employees$77,808--$77,808
Other Expenses$25,327--$25,327
Other Employee Benefits$10,896--$10,896
Payroll Taxes$5,952--$5,952
Travel$1,803--$1,803
Office Expenses-$404-$404
Total Functional Expenses$786,751$404$0$787,155
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Patti Grace Smith FellowshipHuntsville, AL-Founding Grant$296,118
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Board members review the form 990 at one of the board meetings and vote on approval.

Form 990, Part VI, Section B, Line 12C

Independent board members review and vote on issues that include a potentialconflict.

Form 990, Part VI, Section B, Line 15A

Independent board members review comparable market compensations and vote on thecompensation for the officers.

Form 990, Part VI, Section B, Line 15B

Independent board members review comparable market compensations and vote on thecompensation for the officers.

Form 990, Part VI, Section C, Line 19

Documents are provided by postal mail or email upon request.

Filing and Contact Details

Filer

Filer Name
Brooke Owens Fellowship
EIN
82-2845150
Phone
7203315385
Address
1424 K St NW Ste 200, Washington, DC 20005

Signing Officer

Name
Lori Garver
Title
Board member
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
50

Preparer

Firm
Huddleston Tax CPAs
Address
40 Lake Bellevue Suite 100, Bellevue, WA 98005
Preparer
Mei Ping Warnick
Phone
4254836600
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Adjustment to Accounts Receivable from 2023 = -$100000

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IRS990/Desc0Our organizations accomplishments for 2024 include:a.The Brooke Owens Fellowship provides around 45 women and gender minority undergraduate students with summer internships at leading aerospace organizations along with Executive Mentorship from leaders in the aerospace industry.b.In 2024, the Brooke Owens Fellowship welcomed its eighth class of Fellows, matching 47 students to internships at SpaceX, Blue Origin, NASA, and others.c.The Brooke Owens Fellowship founded a spinoff program, the Patti Grace Smith Fellowship in 2020, which provides around 40 African-American and Black American undergraduate students with their first aerospace industry experience and matches them with Executive Mentors in the Aerospace industry.d.In 2024, the spinoff program Patti Grace Smith Fellowship became incorporated under its own 501(c)(3) and no longer operates under the Brooke Owens Fellowship.e.Over 100 students from the Brooke Owens Fellowship and its spinoff program participated in a 5-day Summit, where they participated in leadership-building activities like delivering a team Challenge project, received Executive mentoring, and heard from aerospace panels of experts.f.In 2024, the Brooke Owens Fellowship received funds from the DGBM Taylor Family Foundation to pay for a full-time executive hire. The funds were used to pay Carolyn Broady as the Fellowship Administrator for the Brooke Owens Fellowship.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0551326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01320349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02623511
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014541
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019743
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt034284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt013850
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt077
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt063927
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019743
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt034284
IRS990ScheduleA/InvestmentIncomeCYPct00.01250
IRS990ScheduleA/InvestmentIncomePYPct00.00860
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt014453
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04661
IRS990ScheduleA/OtherIncome509Grp/TotalAmt019114
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94260
IRS990ScheduleA/PublicSupportPY509Pct00.93760
IRS990ScheduleA/PublicSupportTotal509Amt02583418
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt026520
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt070000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt07500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0104020
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0498555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0229002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0601326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01320426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038129
IRS990ScheduleA/Total509Grp/TotalAmt02687438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0513096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0263198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0605987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01320426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038129
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02740836
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0181658
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship/Educational Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Scholarship
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt042
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Cash
IRS990ScheduleI/RecipientTable/CashGrantAmt0296118
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Founding Grant
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Patti Grace Smith Fellowship
IRS990ScheduleI/RecipientTable/RecipientEIN0934901805
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0138 Redcliffe Dr NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Huntsville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd035806
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART III, COLUMN B. ORGANIZATION ESTIMATES THE NUMBER OF RECIPIENTS BASED ON THE TOTAL AMOUNT OF ASSISTANCE PROVIDED AND THE AVERAGE AMOUNT OF ASSISTANCE PROVIDED TO EACH PERSON.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE ORGAINZATION MANAGES THE DISTRIBUTION OF THE FUNDS AND ITEMS CLOSELY. THE COORDINATOR IN PLACE IS CLOSELY INVOLVED IN ALL PROGRAM ACTIVITIES; THE COORDINATOR OVERSEES THE DISTRIBUTION OF THE FUNDS AND ITEMS ACCORDING TO THE NEEDS OF THE DISADVANTAGED INDIVIDUALS. THE COORDINATOR ENSURES THAT THE ASSISTANCE IS USED FOR PROPER PURPOSES. REPORTS ARE PROVIDED TO THE BOARD MEMBERS OF THE ORGANIZATION AS REQUESTED AND ON TIME. THE METHOD OF ACCOUNTING IS FAIR MARKET VALUE USING FIRST IN FIRST OUT METHOD. ESTIMATES ARE BASED ON REPORTS PROVIDED BY THE COORDINATOR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members review the form 990 at one of the board meetings and vote on approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Independent board members review and vote on issues that include a potentialconflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Independent board members review comparable market compensations and vote on thecompensation for the officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Independent board members review comparable market compensations and vote on thecompensation for the officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents are provided by postal mail or email upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Adjustment to Accounts Receivable from 2023 = -$100000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01235625
IRS990/TotalAssetsEOYAmt01005825
IRS990/TotalAssetsGrp/BOYAmt01235625
IRS990/TotalAssetsGrp/EOYAmt01005825
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0598555
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0404
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0786751
IRS990/TotalFunctionalExpensesGrp/TotalAmt0787155
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01235625
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01005825
IRS990/TotalProgramServiceExpensesAmt0786751
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt077808
IRS990/TotalRevenueGrp/ExclusionAmt014541
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043172
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0656268
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01235625
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01005825
IRS990/TravelGrp/ProgramServicesAmt01803
IRS990/TravelGrp/TotalAmt01803
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01424 K St NW Ste 200
IRS990/USAddress/CityNm0Washington
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020005
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A

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