Civic Intelligence

Roger and Sheron O'Connell Family

EIN 20-3499847 • Mercer Island, WA

7505 SE 28th Apt 001Mercer Island, WA 98040
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Net Margin

87th percentile

50%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

48%

Faster revenue growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$0

Down $1,112,590 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $1,112,590 (-100%) from 2022

Operations
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Down

$51,234

Down $53,454 (-51%) from 2022

Expenses

Up

$1,163,824

Up $1,083,479 (+1349%) from 2022

Net Income

Down

-$1,112,590

Down $1,136,933 (-4670%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $755,348Liabilities 2011: $02011Assets 2012: $810,893Liabilities 2012: $0Net Assets 2012: $810,8932012Assets 2013: $886,477Liabilities 2013: $0Net Assets 2013: $886,4772013Assets 2014: $956,336Liabilities 2014: $0Net Assets 2014: $956,3362014Assets 2015: $961,071Liabilities 2015: $0Net Assets 2015: $961,0712015Assets 2016: $968,551Liabilities 2016: $0Net Assets 2016: $968,5512016Assets 2017: $982,770Liabilities 2017: $0Net Assets 2017: $982,7702017Assets 2018: $998,891Liabilities 2018: $0Net Assets 2018: $998,8912018Assets 2019: $966,739Liabilities 2019: $02019Assets 2020: $986,983Liabilities 2020: $0Net Assets 2020: $986,9832020Assets 2021: $1,090,235Liabilities 2021: $0Net Assets 2021: $1,090,2352021Assets 2022: $1,112,590Liabilities 2022: $0Net Assets 2022: $1,112,5902022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $81,553Expenses 2011: $25,178Net Income 2011: $56,3752011Expenses 2012: $22,5442012Revenue 2013: $109,599Expenses 2013: $34,015Net Income 2013: $75,5842013Revenue 2014: $111,261Expenses 2014: $41,402Net Income 2014: $69,8592014Revenue 2015: $49,905Expenses 2015: $45,170Net Income 2015: $4,7352015Revenue 2016: $62,097Expenses 2016: $54,617Net Income 2016: $7,4802016Revenue 2017: $72,407Expenses 2017: $58,188Net Income 2017: $14,2192017Revenue 2018: $76,290Expenses 2018: $60,169Net Income 2018: $16,1212018Revenue 2019: $30,663Expenses 2019: $62,815Net Income 2019: -$32,1522019Revenue 2020: $77,357Expenses 2020: $57,113Net Income 2020: $20,2442020Revenue 2021: $114,267Expenses 2021: $57,665Net Income 2021: $56,6022021Revenue 2022: $104,688Expenses 2022: $80,345Net Income 2022: $24,3432022Revenue 2023: $51,234Expenses 2023: $1,163,824Net Income 2023: -$1,112,5902023

Highlighted filing

2023

Revenue$51,234
Expenses$1,163,824
Net Income-$1,112,590
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$51,234
Expenses
$1,163,824
Net income
-$1,112,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$1.16$1.11
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.10$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.11$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.08$0.06$0.02
2019Summary only. Only limited summary data is available for this year.$0.97$0.00$0.03$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.11$0.04$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.11$0.03$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.08$0.03$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 30, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,471-$9,471
CORY ACACIAProgram Dire-$0--
ROGER J O'CONNELLPresident, D-$0--
SHANE O'CONNELLSecretary, T-$0--
SHERON O'CONNELLProgram Dire-$0--
Filing and Contact Details

Filer

Filer Name
ROGER AND SHERON O'CONNELL FAMILY
EIN
20-3499847
Phone
2063216653
Address
7505 SE 28TH APT 001, MERCER ISLAND, WA 98040

Signing Officer

Name
ROGER J O'CONNELL
Title
President, Director
Phone
2063216653
Signed
2024-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Rekdal Hopkins Howard Ps
Address
2275 116TH AVE NE STE 100, BELLEVUE, WA 98004-3032
Preparer
Matthew J Lepley CPA
Phone
4256581400
Raw XML Appendix258 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/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01151174
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DISSOLUTION OF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ROGER AND SHERON O'CONNELL DAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0SCHWAB CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0DAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01151174
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04219
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04219
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01146955
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01146955
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01151174
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01146955
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01146955
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01680
TaxesSchedule/TaxesDetail/Amt0524
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER J O'CONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02063216653
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER AND SHERON O'CONNELL FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0203499847
ReturnHeader/Filer/PhoneNum02063216653
ReturnHeader/Filer/USAddress/AddressLine1Txt07505 SE 28TH APT 001
ReturnHeader/Filer/USAddress/CityNm0MERCER ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098040
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272881734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REKDAL HOPKINS HOWARD PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02275 116TH AVE NE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980043032
ReturnHeader/PreparerPersonGrp/PhoneNum04256581400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J LEPLEY CPA
ReturnHeader/ReturnTs02024-02-05T21:24:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OCONNELL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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