Civic Intelligence

Luke Obrien Foundation Inc.

990PF • Fiscal year 2013 • EIN 38-3913010

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 27, 2014

85 Chestnut Hill RoadSea Island, GA 06897

(203) 742-7239

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

$1,479,508

No earlier filing loaded for comparison.

Net Assets

$1,479,508

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue

$1,571,871

No earlier filing loaded for comparison.

Expenses

$92,363

No earlier filing loaded for comparison.

Net Income

$1,479,508

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.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,479,508Liabilities 2013: $1Net Assets 2013: $1,479,5082013Assets 2014: $1,457,810Liabilities 2014: $1Net Assets 2014: $1,457,8102014Assets 2015: $1,509,351Liabilities 2015: $1Net Assets 2015: $1,509,3512015Assets 2016: $1,574,310Liabilities 2016: $0Net Assets 2016: $1,574,3102016Assets 2017: $1,490,424Liabilities 2017: $0Net Assets 2017: $1,490,4242017Assets 2018: $1,382,364Liabilities 2018: $0Net Assets 2018: $1,382,3642018Assets 2019: $1,317,956Liabilities 2019: $1Net Assets 2019: $1,317,9562019Assets 2020: $1,232,258Liabilities 2020: $1Net Assets 2020: $1,232,2582020Assets 2021: $1,182,277Liabilities 2021: $1Net Assets 2021: $1,182,2772021Assets 2022: $1,202,168Liabilities 2022: $1Net Assets 2022: $1,202,1682022Assets 2023: $1,213,169Liabilities 2023: $1Net Assets 2023: $1,213,1692023Assets 2024: $551,575Liabilities 2024: $0Net Assets 2024: $551,5752024

Highlighted filing

2013

Assets$1,479,508
Liabilities$1
Net Assets$1,479,508

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $1,571,871Expenses 2013: $92,363Net Income 2013: $1,479,5082013Revenue 2014: $199,713Expenses 2014: $221,411Net Income 2014: -$21,6982014Revenue 2015: $211,045Expenses 2015: $157,377Net Income 2015: $53,6682015Revenue 2016: $154,996Expenses 2016: $90,037Net Income 2016: $64,9592016Revenue 2017: $68,273Expenses 2017: $123,420Net Income 2017: -$55,1472017Revenue 2018: $70,404Expenses 2018: $178,464Net Income 2018: -$108,0602018Revenue 2019: $68,327Expenses 2019: $132,735Net Income 2019: -$64,4082019Revenue 2020: $31,538Expenses 2020: $117,236Net Income 2020: -$85,6982020Revenue 2021: $143,190Expenses 2021: $193,171Net Income 2021: -$49,9812021Revenue 2022: $38,667Expenses 2022: $18,314Net Income 2022: $20,3532022Revenue 2023: $50,426Expenses 2023: $33,930Net Income 2023: $16,4962023Revenue 2024: $90,949Expenses 2024: $758,752Net Income 2024: -$667,8032024

Highlighted filing

2013

Revenue$1,571,871
Expenses$92,363
Net Income$1,479,508
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 27, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN O'BRIENDirector-$0--
JEANINE O'BRIENDirector-$0--
Filing and Contact Details

Filer

EIN
38-3913010
Phone
2037427239

Signing Officer

Name
KEVIN O'BRIEN
Title
Trustee
Phone
2037427239
Signed
2014-06-27
Discuss with paid preparer
Yes

Preparer

Preparer
Ben Maini CPA
Phone
2034380161
Raw XML Appendix396 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10WONDERWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11RE CHILDREN'S PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10420 FIFTH AVENUE 27TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1179 CHRISTIE HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1DARIEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode010018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode106820
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026313
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARK PYTOSH
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BENNINGTON TAYLOR FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2SHEILA CLANCY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3JOSEPH AMATO
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4BOX OF RAIN FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5THE LUKE O'BRIEN FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10291 7TH AVENUE PH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1190 GROVE STREET SUITE 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine12225 WINTON ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1364 FOREST WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1490 GROVE STREET SUITE 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1585 CHESTNUT HILL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1RIDGEFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City2FAIRFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City3ESSEX FELLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City4RIDGEFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City5WILTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State2CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State3NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State4CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State5CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode010001
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode106877
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode206430
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode307021
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode406877
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode506897
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02400
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt27500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt45000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt5263577
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum06
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01172003
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-07-25
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014695
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02939
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GOLF OUTING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1629
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2381
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061626
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1629
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2381
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt188140
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BARCLAYS - 97572 - NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt188140
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037427239
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE LUKE O'BRIEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUKE
ReturnHeader/Filer/EIN0383913010
ReturnHeader/Filer/PhoneNum02037427239
ReturnHeader/Filer/USAddress/AddressLine1085 CHESTNUT HILL ROAD
ReturnHeader/Filer/USAddress/City0WILTON
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006897
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061143555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10REYNOLDS & ROWELLA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1090 GROVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RIDGEFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006877
ReturnHeader/PreparerPersonGrp/PhoneNum02034380161
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEN MAINI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-07-03T11:34:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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