Civic Intelligence

Thomas M & Nancy H O'Neill Foundation

990PF • Fiscal year 2020 • EIN 04-6907024

Jan 01, 2020 to Dec 31, 2020 • Filed on May 08, 2021

PO Box 2779Duxbury, MA 02331

(781) 934-5521

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.05x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

50th percentile

3.2%

Faster asset growth than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-17%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,268,831

Up $39,369 (+3.2%) from 2019

Net Assets

Up

$1,263,490

Up $39,369 (+3.2%) from 2019

Liabilities

Flat

$5,341

Flat from 2019

Revenue

Down

$97,969

Down $20,626 (-17%) from 2019

Expenses

Down

$58,600

Down $9,936 (-14%) from 2019

Net Income

Down

$39,369

Down $10,690 (-21%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,088,851Liabilities 2011: $5,3412011Assets 2012: $962,942Liabilities 2012: $5,3412012Assets 2013: $1,164,315Liabilities 2013: $5,3412013Assets 2014: $1,242,180Liabilities 2014: $5,3412014Assets 2015: $1,178,321Liabilities 2015: $5,3412015Assets 2016: $1,188,445Liabilities 2016: $5,341Net Assets 2016: $1,183,1042016Assets 2017: $1,148,770Liabilities 2017: $5,341Net Assets 2017: $1,143,4292017Assets 2018: $1,179,403Liabilities 2018: $5,341Net Assets 2018: $1,174,0622018Assets 2019: $1,229,462Liabilities 2019: $5,341Net Assets 2019: $1,224,1212019Assets 2020: $1,268,831Liabilities 2020: $5,341Net Assets 2020: $1,263,4902020Assets 2021: $1,329,561Liabilities 2021: $5,341Net Assets 2021: $1,324,2202021Assets 2022: $1,325,664Liabilities 2022: $5,341Net Assets 2022: $1,320,3232022Assets 2023: $1,297,950Liabilities 2023: $5,341Net Assets 2023: $1,292,6092023Assets 2024: $1,324,596Liabilities 2024: $5,341Net Assets 2024: $1,319,2552024

Highlighted filing

2020

Assets$1,268,831
Liabilities$5,341
Net Assets$1,263,490

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: -$11,364Expenses 2011: $142,488Net Income 2011: -$153,8522011Revenue 2012: $6,664Expenses 2012: $132,573Net Income 2012: -$125,9092012Revenue 2013: $340,537Expenses 2013: $139,164Net Income 2013: $201,3732013Revenue 2014: $198,915Expenses 2014: $121,050Net Income 2014: $77,8652014Revenue 2015: $38,726Expenses 2015: $102,585Net Income 2015: -$63,8592015Revenue 2016: $115,109Expenses 2016: $104,985Net Income 2016: $10,1242016Revenue 2017: $83,113Expenses 2017: $122,788Net Income 2017: -$39,6752017Revenue 2018: $92,768Expenses 2018: $62,135Net Income 2018: $30,6332018Revenue 2019: $118,595Expenses 2019: $68,536Net Income 2019: $50,0592019Revenue 2020: $97,969Expenses 2020: $58,600Net Income 2020: $39,3692020Revenue 2021: $110,820Expenses 2021: $50,090Net Income 2021: $60,7302021Revenue 2022: $90,853Expenses 2022: $94,750Net Income 2022: -$3,8972022Revenue 2023: $65,236Expenses 2023: $92,950Net Income 2023: -$27,7142023Revenue 2024: $116,446Expenses 2024: $89,800Net Income 2024: $26,6462024

Highlighted filing

2020

Revenue$97,969
Expenses$58,600
Net Income$39,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 8, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas M O'NeillTrustee-$0--
Nancy H O'NeillTrustee-$0--
Filing and Contact Details

Filer

Filer Name
THOMAS M & NANCY H O'NEILL FOUNDATION
EIN
04-6907024
Phone
7819345521
Address
PO BOX 2779, DUXBURY, MA 02331

Signing Officer

Name
Thomas M O'Neill
Title
Trustee
Phone
2392618614
Signed
2021-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Gene O'Neill & Company
Address
21 McGrath Highway Suite 204, Quincy, MA 02169
Preparer
GENE O'NEILL
Phone
6173766226
Raw XML Appendix347 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/PersonNm0Thomas M O'Neill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Nancy H O'Neill
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Harvard College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Medicines for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Nantucket Childrens Charity Golf Classic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Pine Street Inn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5The Joey Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PuBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3n/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt066 Brooks Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1124 Mount Auburn Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2800 Hingham St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3250 Milestone Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4444 Harrison Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt555 Cambridge Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Braintree
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rockland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Siasconset
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302564
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502141
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt051864
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt072973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt052881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044739
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt044739
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0148627
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01636
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08559
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt072973
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt052881
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01636
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0193366
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0191730
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Administrative
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Tax Preparation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1800
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas M O'Neill
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02392618614
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS M & NANCY H O'NEILL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0046907024
ReturnHeader/Filer/PhoneNum07819345521
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2779
ReturnHeader/Filer/USAddress/CityNm0DUXBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002331
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043346732
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gene O'Neill & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 McGrath Highway Suite 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Quincy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06173766226
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GENE O'NEILL
ReturnHeader/ReturnTs02021-06-04T11:07:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ONeill
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.32$0.12$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.29$0.07$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$0.09$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$0.11$0.05$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$0.10$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.22$0.12$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$0.08$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$0.12$0.10$0.01
2015Summary only. Only limited summary data is available for this year.$1.18$0.01$0.04$0.10$0.06
2014Summary only. Only limited summary data is available for this year.$1.24$0.01$0.20$0.12$0.08
2013Summary only. Only limited summary data is available for this year.$1.16$0.01$0.34$0.14$0.20
2012Summary only. Only limited summary data is available for this year.$0.96$0.01$0.01$0.13$0.13
2011Summary only. Only limited summary data is available for this year.$1.09$0.01$0.01$0.14$0.15