Civic Intelligence

Stella Matutina Oconnor Foundation

990PF • Fiscal year 2013 • EIN 38-3267209

Oct 01, 2012 to Sep 30, 2013 • Filed on May 08, 2014

4344 Arden PlaceSouthlake, TX 48073
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

3rd percentile

-292%

Higher net margin than 3% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

42nd percentile

-0.2%

Faster asset growth than 42% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$536,338

Down $1,026 (-0.2%) from 2012

Net Assets

Down

$536,338

Down $1,026 (-0.2%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue

$12,607

No earlier filing loaded for comparison.

Expenses

Up

$49,386

Up $9,993 (+25%) from 2012

Net Income

-$36,779

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $547,785Liabilities 2011: $0Net Assets 2011: $547,7852011Assets 2012: $537,364Liabilities 2012: $0Net Assets 2012: $537,3642012Assets 2013: $536,338Liabilities 2013: $1Net Assets 2013: $536,3382013Assets 2014: $584,243Liabilities 2014: $1Net Assets 2014: $584,2432014Assets 2015: $589,427Liabilities 2015: $1Net Assets 2015: $589,4272015Assets 2016: $565,008Liabilities 2016: $0Net Assets 2016: $565,0082016Assets 2017: $554,688Liabilities 2017: $0Net Assets 2017: $554,6882017Assets 2018: $545,820Liabilities 2018: $0Net Assets 2018: $545,8202018Assets 2019: $492,837Liabilities 2019: $1Net Assets 2019: $492,8372019Assets 2020: $412,759Liabilities 2020: $1Net Assets 2020: $412,7592020Assets 2021: $482,491Liabilities 2021: $2,7022021Assets 2022: $438,745Liabilities 2022: $1Net Assets 2022: $438,7452022Assets 2023: $434,376Liabilities 2023: $12023Assets 2025: $458,841Liabilities 2025: $0Net Assets 2025: $458,8412025

Highlighted filing

2013

Assets$536,338
Liabilities$1
Net Assets$536,338

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $23,6952011Expenses 2012: $39,3932012Revenue 2013: $12,607Expenses 2013: $49,386Net Income 2013: -$36,7792013Revenue 2014: $16,097Expenses 2014: $46,472Net Income 2014: -$30,3752014Revenue 2015: $13,384Expenses 2015: $51,427Net Income 2015: -$38,0432015Revenue 2016: $13,892Expenses 2016: $46,195Net Income 2016: -$32,3032016Revenue 2017: $11,563Expenses 2017: $48,557Net Income 2017: -$36,9942017Revenue 2018: $14,295Expenses 2018: $45,157Net Income 2018: -$30,8622018Revenue 2019: $15,996Expenses 2019: $59,729Net Income 2019: -$43,7332019Revenue 2020: $14,105Expenses 2020: $110,584Net Income 2020: -$96,4792020Revenue 2021: $11,507Expenses 2021: $42,822Net Income 2021: -$31,3152021Revenue 2022: $13,531Expenses 2022: $57,681Net Income 2022: -$44,1502022Revenue 2023: $12,973Expenses 2023: $31,000Net Income 2023: -$18,0272023Revenue 2025: $16,383Expenses 2025: $75,347Net Income 2025: -$58,9642025

Highlighted filing

2013

Revenue$12,607
Expenses$49,386
Net Income-$36,779
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
May 8, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
N JAMES O' CONNORTrustee-$0--
MARTIN O'CONNORTrustee-$0--
JAMES O' CONNORTrustee-$0--
MICHALE O' CONNORTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOUNT CLEMENS ROTARY FOUNDATIONGENERALNON PROFITMOUNT CLEMENS, MI, US$15,000
Paid GrantSTRAIGHT AND NARROW INCGENERALPUBLICCHARITIESPATERSON, NJ, US$13,000
Paid GrantST JOHN THE APOSTLE CATHOLIC CHURCHGENERALPUBLICCHARITIESNORTH RICHLAND HILLS, TX, US$1,000
Paid GrantST FRANCIS OF ASSISI OUTREACHGENERALNON PROFITGRAPEVINE, TX, US$1,000
Paid GrantAMERICAN CANCERGENERALNON PROFITOAKLAHOMA, OK, US$500
Filing and Contact Details

Filer

EIN
38-3267209
Raw XML Appendix351 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0469102
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0509373
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue010527
InvestmentsOtherSchedule2/InvestmentsOther/BookValue113295
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0BARCLASY BK PLC SER
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1PNC FINANCIAL SERV
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0N JAMES O' CONNOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARTIN O'CONNOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES O' CONNOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MICHALE O' CONNOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10508 STRAIGHT STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112965 BURNEY LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121712 AVALON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1337772 W HORSESHOE DR CLINTON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount415000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST JOHN THE APOSTLE CATHOLIC CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11STRAIGHT AND NARROW INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12AMERICAN CANCER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13ST FRANCIS OF ASSISI OUTREACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MOUNT CLEMENS ROTARY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLICCHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLICCHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NON PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NON PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4NON PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine107421 GLENVIEW DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11508 STRAIGHT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12P O BOX 1918
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13861 WILDWOOD LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14P O BOX 621
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NORTH RICHLAND HILLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PATERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2OAKLAHOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3GRAPEVINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MOUNT CLEMENS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode076180
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode107503
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode207962
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode376051
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode448046
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03305
IRS990PF/UndistributedIncome/AppliedToYear1027195
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028719
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g309108
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear205200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303908
IRS990PF/UndistributedIncome/QualifyingDistributions030500
IRS990PF/UndistributedIncome/TotalCorpus09108
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover09108
IRS990PF/UndistributedIncome/UndistributedIncomeCY025414
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear027195
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome015383
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015383
OtherIncreasesSchedule/OtherIncreases/Amount035753
OtherIncreasesSchedule/OtherIncreases/Description0CAPITAL GAIN
TaxesSchedule/Taxes/AdjustedNetIncome0275
TaxesSchedule/Taxes/AdjustedNetIncome1123
TaxesSchedule/Taxes/Amount0275
TaxesSchedule/Taxes/Amount1123
TaxesSchedule/Taxes/Category0FOREIGN TAX
TaxesSchedule/Taxes/Category1INCOME TAX
TaxesSchedule/Taxes/NetInvestmentIncome0275
TaxesSchedule/Taxes/NetInvestmentIncome1123
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0383267209
ReturnHeader/Filer/Name/BusinessNameLine10THE STELLA MATUTINA O' CONNOR
ReturnHeader/Filer/NameControl0STEL
ReturnHeader/Filer/Phone09737772048
ReturnHeader/Filer/USAddress/AddressLine104344 ARDEN PLACE
ReturnHeader/Filer/USAddress/City0ROYAL OAK
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048073
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-05-08
ReturnHeader/Officer/Name0NORM O' CONNOR
ReturnHeader/Officer/Phone09737772048
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DHARMESH PARIKH CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10906 OAKTREE ROAD R
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SOUTH PLAINFIELD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode007080
ReturnHeader/Preparer/Name0DHARMESH PARIKH CPA
ReturnHeader/Preparer/Phone09082260821
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-13T17:18:40-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.16$0.75$0.59
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$0.13$0.31$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.00$4.39$0.14$0.58$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.03$0.12$0.43$0.31
2020Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.14$1.11$0.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$0.16$0.60$0.44
2018Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.14$0.45$0.31
2017Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.12$0.49$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.14$0.46$0.32
2015Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.13$0.51$0.38
2014Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.16$0.46$0.30
2013Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.13$0.49$0.37
2012Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.39
2011Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.24