Neil J Oconnor Endowment Fund

990PF • Fiscal year 2018 • EIN 34-6881208

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 19, 2019

Organization Profile

C/O Pnc Bank Na PO Box 94651Cleveland, OH 44101-4651

(216) 257-4714

Siviq Scores

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

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

11%

Higher net margin than 65% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 19.6% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

1.2%

Faster asset growth than 52% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

2.2%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

$117,865

Up $1,391 (+1.2%) from 2017

Net Assets

$117,865

Up $1,391 (+1.2%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin65th percentile

Revenue

$12,767

Up $273 (+2.2%) from 2017

Expenses

$11,376

Up $1,155 (+11%) from 2017

Net Income

Down

$1,391

Down $882 (-39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2018

Assets$117,865

Liabilities$0

Net Assets$117,865

Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

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

Highlighted filing

2018

Revenue$12,767

Expenses$11,376

Net Income$1,391

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Apr 19, 2019
Return Version: 2018v3.0

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PNC BANK NA	Trustee	-	$2,500	-	$2,500

Filing and Contact Details

Filer

Filer Name: Oconnor Neil J - Endowment Fd
EIN: 34-6881208
Phone: 2162574714
Address: C/O PNC BANK NA PO BOX 94651, CLEVELAND, OH 44101-4651

Signing Officer

Name: Pnc Bank N a by
Title: Vice President
Phone: 2162574714
Signed: 2019-04-19

Raw XML Appendix304 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	441053973
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8182
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	8084
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	8084
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	7469
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1448
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1115
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1339
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	9532
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1448
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	8831
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	7383
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
TaxesSchedule/TaxesDetail/Amt	0	146
TaxesSchedule/TaxesDetail/Amt	1	448
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	OCONNOR NEIL J - ENDOWMENT FD
ReturnHeader/Filer/BusinessNameControlTxt	0	OCON
ReturnHeader/Filer/EIN	0	346881208
ReturnHeader/Filer/PhoneNum	0	2162574714
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O PNC BANK NA PO BOX 94651
ReturnHeader/Filer/USAddress/CityNm	0	CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	441014651
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA723F691FEEF913E8E2228B1A29D4C47AD80F10
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	3BB8C0E9FEC78F69228AD1801D614A994052CE46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	161.150.240.2
ReturnHeader/ReturnTs	0	2019-04-23T17:00:20-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $117,865
Liabilities: $0
Net assets: $117,865
Revenue: $12,767
Expenses: $11,376
Net income: $1,391

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.06	$0.11	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$1.45	$0.00	$1.45	$0.02	$0.10	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$1.57	$0.00	$1.57	$0.03	$0.12	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.23	$0.10	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$1.53	$0.00	$1.53	$0.07	$0.13	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$1.60	$0.00	$1.60	$0.53	$0.11	$0.42
2018Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.13	$0.11	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.12	$0.10	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.07	$0.11	$0.04
2015Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.11	$0.11	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$0.14	$0.11	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$1.17	$0.00	$1.17	$0.10	$0.10	$0.00
2012Detailed filing. Detailed filing data is available for this year.	$1.17	$0.00	$1.17		$0.10
2011Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19		$0.11
2010Detailed filing. Detailed filing data is available for this year.	$1.26	$0.00	$1.26		$0.09