Civic Intelligence

Stella Matutina Oconnor Foundation

990PF • Fiscal year 2014 • EIN 38-3267209

Oct 01, 2013 to Sep 30, 2014 • Filed on May 08, 2015

Organization Profile
4344 Arden PlaceSouthlake, TX 48073

(973) 777-2048

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

3rd percentile

-189%

Higher net margin than 3% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

71st percentile

8.9%

Faster asset growth than 71% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$584,243

Up $47,905 (+8.9%) from 2013

Net Assets

$584,243

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Up

$16,097

Up $3,490 (+28%) from 2013

Expenses

Down

$46,472

Down $2,914 (-5.9%) from 2013

Net Income

Up

-$30,375

Up $6,404 (+17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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: $12013Assets 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

2014

Assets$584,243
Liabilities$1
Net Assets$584,243
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

2014

Revenue$16,097
Expenses$46,472
Net Income-$30,375
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
May 8, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
N JAMES O' CONNORTrustee-$0--
MARTIN O'CONNORTrustee-$0--
JAMES O' CONNORTrustee-$0--
MICHALE O' CONNORTrustee-$0--
Filing and Contact Details

Filer

EIN
38-3267209
Phone
9737772048

Signing Officer

Name
NORM O' CONNOR
Title
President
Phone
9737772048
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Preparer
Dharmesh Parikhcpa
Phone
9082260821
Raw XML Appendix344 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt02250
AccountingFeesSchedule/AccountingFeesDetail/Amt02250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DHARMESH PARIKH TAX AND ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0466502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0507173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016097
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt030569
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt027195
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0156635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1297855
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STOCKS(UBS FINANCIAL SERVICES INC)SEE ATTACHED
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30375
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt078280
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0584243
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0536338
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt030187
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0590
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0590
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0567086
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09374
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt09616
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030777
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0615540
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0N JAMES O' CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN O'CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES O' CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHALE O' CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10508 STRAIGHT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine112965 BURNEY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine121712 AVALON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1337772 W HORSESHOE DR CLINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0PATERSON
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NORMAN O' CONNOR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10182 FIRST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PASSAIC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode007055
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09737772048
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116695
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SAINT GEORGE CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11STRAIGHT AND NARROW INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12AMERICAN CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13MOUNT CLEMENS ROTORY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14THE JUDSON CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15HOPE HOSPITALITY AND WARING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLICCHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLICCHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NON PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NON PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NON PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NON PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10825 KARNES ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11508 STRAIGHT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12P O BOX 1918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13P O BOX 621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine144410 W 12 MILE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15249 BALDWIN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1PATERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2OAKLAHOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3MOUNT CLEMENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4ROYAL OAK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5PONTIAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode076111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode107503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode207962
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode348046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode448073
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode548342
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027195
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/DistributableAsAdjustedAmt030187
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027195
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027195
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027195
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027195
IRS990PF/UndistributedIncomeGrp/Taxable2Amt025414
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027195
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030187
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025414
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016764
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016764
OtherIncreasesSchedule/OtherIncreasesDetail/Amount078280
OtherIncreasesSchedule/OtherIncreasesDetail/Description0CAPITAL GAIN
TaxesSchedule/TaxesDetail/Amt074
TaxesSchedule/TaxesDetail/Amt1169
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt074
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1169
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORM O' CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09737772048
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE STELLA MATUTINA O' CONNOR
ReturnHeader/Filer/BusinessNameControlTxt0STEL
ReturnHeader/Filer/EIN0383267209
ReturnHeader/Filer/PhoneNum09737772048
ReturnHeader/Filer/USAddress/AddressLine104344 ARDEN PLACE
ReturnHeader/Filer/USAddress/City0ROYAL OAK
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DHARMESH PARIKHCPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10906 OAKTREE ROAD SUITE R
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SOUTH PLAINFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode007080
ReturnHeader/PreparerPersonGrp/PhoneNum09082260821
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DHARMESH PARIKHCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-11T17:50:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$584,243
Liabilities
$1
Net assets
$584,243
Revenue
$16,097
Expenses
$46,472
Net income
-$30,375
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
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$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