Civic Intelligence

Stella Matutina Oconnor Foundation

990PF • Fiscal year 2012 • EIN 38-3267209

Oct 01, 2011 to Sep 30, 2012 • Filed on Feb 04, 2013

4344 Arden Place48073
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

37th percentile

-1.9%

Faster asset growth than 37% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$537,364

Down $10,421 (-1.9%) from 2011

Net Assets

Down

$537,364

Down $10,421 (-1.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$39,393

Up $15,698 (+66%) from 2011

Net Income

-

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: $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

2012

Assets$537,364
Liabilities$0
Net Assets$537,364

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

2012

Revenue-
Expenses$39,393
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Feb 4, 2013
Return Version
2011v1.2
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 GrantSTRAIGHT AND NARROW INCGENERALPUBLICCHARITIESPATERSON, NJ, US$11,555
Paid GrantALS-TDFGENERALPUBLICCHARITIESCAMBRIDGE, MA, US$4,000
Paid GrantAMERICAN CANCERGENERALNON PROFITOAKLAHOMA, OK, US$1,000
Paid GrantSHRINE CATHOLIC HIGH SCHOOLGENERALNON PROFITOAK, MI, US$0
Filing and Contact Details

Filer

EIN
38-3267209
Raw XML Appendix353 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/AccountingFees/Amount02250
AccountingFeesSchedule/AccountingFees/Category0DHARMESH PARIKH TAX AND ACCOUNTING
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue05839
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV06194
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0377635
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0385630
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOther/BookValue026007
InvestmentsOtherSchedule2/InvestmentsOther/BookValue110527
InvestmentsOtherSchedule2/InvestmentsOther/BookValue214196
InvestmentsOtherSchedule2/InvestmentsOther/BookValue320111
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0ISHARE TRUST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1BARCLASY BK PLC SER
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2PNC FINANCIAL SERV
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3POWERSHARES EXCHANGE
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV025909
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV117493
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV215383
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV320860
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012701
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03188
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount015889
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA015889
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm02250
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02250
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm013082
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06133
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm03455
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm0646
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0646
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome03455
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm08254
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss039393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome028971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses015889
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm08254
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0646
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss022838
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm05358
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm05358
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss05358
IRS990PF/BalanceSheets/CashBOY0139112
IRS990PF/BalanceSheets/CashEOY083049
IRS990PF/BalanceSheets/CashEOYFMV083049
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY011388
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY05839
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV06194
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0306797
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0377635
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0385630
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY00
IRS990PF/BalanceSheets/InvestmentsOtherBOY090488
IRS990PF/BalanceSheets/InvestmentsOtherEOY070841
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV079645
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY0547785
IRS990PF/BalanceSheets/TotalAssetsEOY0537364
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0537364
IRS990PF/BalanceSheets/UnrestrictedBOY0547785
IRS990PF/BalanceSheets/UnrestrictedEOY0537364
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome013082
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0259356
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1119307
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0UBS FINANCIAL SERVICES INC-Short Term
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1UBS FINANCIAL SERVICES INC-Long Term
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19627
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses03455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19627
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0262811
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss03455
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-23504
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases013083
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0537364
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0547785
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0537364
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted027195
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj027195
IRS990PF/DistributableAmount/DistributableAmountBeforeDed027195
IRS990PF/DistributableAmount/MinimumInvestmentReturn027318
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0123
IRS990PF/DistributableAmount/TotalTax0123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0554518
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0554671
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances042910
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0396112
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08320
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0115649
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn027318
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0546351
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0554671
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition32.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
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
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
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
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PATERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SOUTHLAKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2COLLEYVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3TOWNSHIP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode007503
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode176092
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode276034
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode348036
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets020678
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.037847
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.009740
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050688
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.029132
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.061829
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0546351
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10533881
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20486524
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30418666
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40540125
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50582560
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome061
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear105200
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4015735
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.151389
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions017201
IRS990PF/QualifyingDistributions/ExpensesAndContributions017201
IRS990PF/QualifyingDistributions/QualifyingDistributions017201
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0NORMAN O' CONNOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09737772048
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10182 FIRST STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PASSAIC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NJ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode007055
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111555
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount30
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ALS-TDF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11STRAIGHT AND NARROW INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12AMERICAN CANCER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SHRINE CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLICCHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLICCHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NON PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NON PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10215 FIRST STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11508 STRAIGHT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12P O BOX 22718
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133500 W 13 MILE ROYAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CAMBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PATERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2OAKLAHOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3OAK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002142
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode107503
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode273123
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode348073
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear016555
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/AppliedToYear1017201
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted027195
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear105200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203908
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear09108
IRS990PF/UndistributedIncome/ExcessFromYear105200
IRS990PF/UndistributedIncome/ExcessFromYear203908
IRS990PF/UndistributedIncome/QualifyingDistributions017201
IRS990PF/UndistributedIncome/TaxableAmount209066
IRS990PF/UndistributedIncome/TotalCorpus09108
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover09108
IRS990PF/UndistributedIncome/UndistributedIncomeCY027195
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear026267
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome014584
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks014584
OtherIncreasesSchedule/OtherIncreases/Amount013083
OtherIncreasesSchedule/OtherIncreases/Description0CAPITAL GAIN
TaxesSchedule/Taxes/AdjustedNetIncome0219
TaxesSchedule/Taxes/AdjustedNetIncome1427
TaxesSchedule/Taxes/Amount0219
TaxesSchedule/Taxes/Amount1427
TaxesSchedule/Taxes/Category0FOREIGN TAX
TaxesSchedule/Taxes/Category1INCOME TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps0219
TaxesSchedule/Taxes/DisbursementsCharitablePrps1427
TaxesSchedule/Taxes/NetInvestmentIncome0219
TaxesSchedule/Taxes/NetInvestmentIncome1427
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-02-04
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/TaxPeriodBeginDate02011-10-01
ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-15T08:05:20-07:00

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
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