Civic Intelligence

O'Connell Foundation Alliance C/O Marina Bay Mgmt Svcs LLC

990PF • Fiscal year 2016 • EIN 10-0001951

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 18, 2017

500 Victory RoadN Quincy, MA 02171

(617) 847-6304

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-2446%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-34%

Faster asset growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-98%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$87,371

Down $45,450 (-34%) from 2015

Net Assets

Down

$87,371

Down $45,450 (-34%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$1,858

Down $102,359 (-98%) from 2015

Expenses

Down

$47,308

Down $5,258 (-10%) from 2015

Net Income

Down

-$45,450

Down $97,101 (-188%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $218,922Liabilities 2010: $0Net Assets 2010: $218,9222010Assets 2011: $158,175Liabilities 2011: $0Net Assets 2011: $158,1752011Assets 2012: $129,989Liabilities 2012: $0Net Assets 2012: $129,9892012Assets 2013: $104,346Liabilities 2013: $0Net Assets 2013: $104,3462013Assets 2014: $81,170Liabilities 2014: $0Net Assets 2014: $81,1702014Assets 2015: $132,821Liabilities 2015: $0Net Assets 2015: $132,8212015Assets 2016: $87,371Liabilities 2016: $0Net Assets 2016: $87,3712016Assets 2017: $85,569Liabilities 2017: $0Net Assets 2017: $85,5692017Assets 2018: $40,524Liabilities 2018: $0Net Assets 2018: $40,5242018Assets 2019: $38,145Liabilities 2019: $0Net Assets 2019: $38,1452019Assets 2020: $37,562Liabilities 2020: $0Net Assets 2020: $37,5622020Assets 2021: $38,014Liabilities 2021: $0Net Assets 2021: $38,0142021Assets 2022: $38,469Liabilities 2022: $0Net Assets 2022: $38,4692022Assets 2023: $38,891Liabilities 2023: $0Net Assets 2023: $38,8912023Assets 2024: $39,578Liabilities 2024: $0Net Assets 2024: $39,5782024

Highlighted filing

2016

Assets$87,371
Liabilities$0
Net Assets$87,371

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $84,9532010Expenses 2011: $87,6852011Expenses 2012: $50,1642012Revenue 2013: $6,657Expenses 2013: $32,300Net Income 2013: -$25,6432013Revenue 2014: $5,825Expenses 2014: $29,001Net Income 2014: -$23,1762014Revenue 2015: $104,217Expenses 2015: $52,566Net Income 2015: $51,6512015Revenue 2016: $1,858Expenses 2016: $47,308Net Income 2016: -$45,4502016Revenue 2017: $2,884Expenses 2017: $4,686Net Income 2017: -$1,8022017Revenue 2018: $5,517Expenses 2018: $50,597Net Income 2018: -$45,0802018Revenue 2019: $1,233Expenses 2019: $3,667Net Income 2019: -$2,4342019Revenue 2020: $338Expenses 2020: $921Net Income 2020: -$5832020Revenue 2021: $932Expenses 2021: $480Net Income 2021: $4522021Revenue 2022: $927Expenses 2022: $472Net Income 2022: $4552022Revenue 2023: $888Expenses 2023: $466Net Income 2023: $4222023Revenue 2024: $1,141Expenses 2024: $454Net Income 2024: $6872024

Highlighted filing

2016

Revenue$1,858
Expenses$47,308
Net Income-$45,450
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 18, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN STANLEY CO INCORPORATEDTrustee-$0--
ROBERT P O'CONNELLTrustee-$0--
TOM O'CONNELLTrustee-$0--
PETER O'CONNELLManager-$0--
Filing and Contact Details

Filer

Filer Name
O'CONNELL FOUNDATION ALLIANCE
EIN
10-0001951
Phone
6178476304
Address
500 VICTORY ROAD, N QUINCY, MA 02171

Signing Officer

Name
THOMAS O'CONNELL
Title
Trustee
Phone
6178476304
Signed
2017-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Lmhs Pc
Address
80 WASHINGTON ST BLDG S, NORWELL, MA 02061
Preparer
Bruce Henriksen
Phone
7818789111
Raw XML Appendix346 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/PersonNm1ROBERT P O'CONNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TOM O'CONNELL
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PETER O'CONNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATINGGENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MASS PROSTATE CANCER COALITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EASTERN NAZARENE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE TRUSTEES OF RESERVATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 LINCOLN STREET SUITE 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt123 EAST ELM AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1QUINCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt05498
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05498
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt072403
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt072403
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0169412
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020204
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040928
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039502
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0241815
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0202313
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0531
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0531
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt1125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1108
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS O'CONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178476304
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0O'CONNELL FOUNDATION ALLIANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARINA BAY MGMT SVCS LLC
ReturnHeader/Filer/BusinessNameControlTxt0OCON
ReturnHeader/Filer/EIN0100001951
ReturnHeader/Filer/PhoneNum06178476304
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 VICTORY ROAD
ReturnHeader/Filer/USAddress/CityNm0N QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002171
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021B31901A3638D12B849D957301B6A24604A5B4D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId021B31901A3638D12B849D957301B6A24604A5B4D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.184.197.122
ReturnHeader/FilingSecurityInformation/IPDt02017-08-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:26:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042971374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LMHS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 WASHINGTON ST BLDG S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002061
ReturnHeader/PreparerPersonGrp/PhoneNum07818789111
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE HENRIKSEN
ReturnHeader/ReturnTs02017-08-28T11:06:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$0.40$0.00$0.40$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.06$0.51$0.45
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.47$0.45
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.04$0.53$0.52
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.29$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.32$0.26
2012Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.50
2011Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.88
2010Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.85