Civic Intelligence

Oconnor Hall Trust

990 • Fiscal year 2020 • EIN 42-6477170

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization ProfileN/A
C/O James D Lohman PO Box 248Denison, IA 51442

(712) 263-4627

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

64th percentile

13%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

2.7%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

2.1%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,304,306

Up $34,526 (+2.7%) from 2019

Net Assets

Up

$1,304,306

Up $34,526 (+2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin64th percentile

Revenue

Up

$102,244

Up $2,107 (+2.1%) from 2019

Expenses

Down

$88,663

Down $12,845 (-13%) from 2019

Net Income

Up

$13,581

Up $14,952 (+1091%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,303,337Liabilities 2010: $0Net Assets 2010: $1,303,3372010Assets 2011: $1,344,285Liabilities 2011: $0Net Assets 2011: $1,344,2852011Assets 2012: $1,501,327Liabilities 2012: $0Net Assets 2012: $1,501,3272012Assets 2013: $1,506,900Liabilities 2013: $0Net Assets 2013: $1,506,9002013Assets 2014: $1,413,095Liabilities 2014: $0Net Assets 2014: $1,413,0952014Assets 2015: $1,146,025Liabilities 2015: $0Net Assets 2015: $1,146,0252015Assets 2016: $1,225,431Liabilities 2016: $0Net Assets 2016: $1,225,4312016Assets 2017: $1,249,447Liabilities 2017: $0Net Assets 2017: $1,249,4472017Assets 2018: $1,157,958Liabilities 2018: $0Net Assets 2018: $1,157,9582018Assets 2019: $1,269,780Liabilities 2019: $0Net Assets 2019: $1,269,7802019Assets 2020: $1,304,306Liabilities 2020: $0Net Assets 2020: $1,304,3062020Assets 2021: $1,323,104Liabilities 2021: $0Net Assets 2021: $1,323,1042021Assets 2022: $1,112,606Liabilities 2022: $0Net Assets 2022: $1,112,6062022Assets 2023: $1,339,791Liabilities 2023: $1Net Assets 2023: $1,339,7902023Assets 2024: $1,290,768Liabilities 2024: $0Net Assets 2024: $1,290,7682024

Highlighted filing

2020

Assets$1,304,306
Liabilities$0
Net Assets$1,304,306
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $85,3952010Expenses 2011: $92,7782011Expenses 2012: $76,8932012Revenue 2013: $107,348Expenses 2013: $99,929Net Income 2013: $7,4192013Revenue 2014: $106,049Expenses 2014: $98,395Net Income 2014: $7,6542014Revenue 2015: $106,066Expenses 2015: $94,320Net Income 2015: $11,7462015Revenue 2016: $40,940Expenses 2016: $95,425Net Income 2016: -$54,4852016Revenue 2017: $98,472Expenses 2017: $93,783Net Income 2017: $4,6892017Revenue 2018: $23,475Expenses 2018: $96,313Net Income 2018: -$72,8382018Revenue 2019: $100,137Expenses 2019: $101,508Net Income 2019: -$1,3712019Revenue 2020: $102,244Expenses 2020: $88,663Net Income 2020: $13,5812020Revenue 2021: $97,599Expenses 2021: $93,165Net Income 2021: $4,4342021Revenue 2022: $104,028Expenses 2022: $76,916Net Income 2022: $27,1122022Revenue 2023: $126,735Expenses 2023: $25,657Net Income 2023: $101,0782023Revenue 2024: $95,874Expenses 2024: $109,431Net Income 2024: -$13,5572024

Highlighted filing

2020

Revenue$102,244
Expenses$88,663
Net Income$13,581
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Gross Receipts
$111,010
Mission and Program Overview

Mission

Support catholic elementary school education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,003,052$1,037,578▲ $34,526
Investments in Publicly Traded Securities$989,585$1,010,545▲ $20,960
Land, Buildings, and Equipment, Net$266,728$266,728→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$266,728$266,728→ $0
Savings and Temporary Cash Investments$13,467$27,033▲ $13,566
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,269,780$1,304,306▲ $34,526
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,269,780$1,304,306▲ $34,526
Total Liabilities and Net Assets / Fund Balance$1,269,780$1,304,306▲ $34,526

Asset Categories

AssetBook ValueDepreciationBasis
Land$266,728--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Father Bradley C PelzelTrustee
Father Paul KellyTrustee
Fred FitzsimmonsTrustee
Wesley W StoelkTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,957
Other Revenue
$44,287
Change in Net Assets
$13,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,778
Other Expenses$885
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,778--$87,778
Fees for Services Legal-$885-$885
Total Functional Expenses$87,778$885$0$88,663
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Oconnor Hall Trust
EIN
42-6477170
Phone
7122634627
Address
C/O JAMES D LOHMAN PO BOX 248, DENISON, IA 51442

Signing Officer

Name
Fred Fitzsimmons
Title
Trustee
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ia
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Reimer Lohman & Reitz
Address
25 South Main, Denison, IA 51442
Preparer
James D Lohman
Phone
7122634627
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Net asset changes = $20945”

Raw XML Appendix346 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET ASSET CHANGES = $20945
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01269780
IRS990/TotalAssetsEOYAmt01304306
IRS990/TotalAssetsGrp/BOYAmt01269780
IRS990/TotalAssetsGrp/EOYAmt01304306
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0885
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087778
IRS990/TotalFunctionalExpensesGrp/TotalAmt088663
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01269780
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01304306
IRS990/TotalProgramServiceExpensesAmt087778
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102244
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102244
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01269780
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01304306
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0C/O JAMES D LOHMAN PO BOX 248
IRS990/USAddress/CityNm0DENISON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd051442
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED FITZSIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCONNOR HALL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OCON
ReturnHeader/Filer/EIN0426477170
ReturnHeader/Filer/PhoneNum07122634627
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JAMES D LOHMAN PO BOX 248
ReturnHeader/Filer/USAddress/CityNm0DENISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051442
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420948355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reimer Lohman & Reitz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 South Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051442
ReturnHeader/PreparerPersonGrp/PhoneNum07122634627
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D LOHMAN
ReturnHeader/ReturnTs02021-05-12T13:07:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FITZSIMMONS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,304,306
Liabilities
$0
Net assets
$1,304,306
Revenue
$102,244
Expenses
$88,663
Net income
$13,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.10$0.11$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.13$0.03$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.10$0.08$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.10$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.10$0.10$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.02$0.10$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.10$0.09$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.04$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.11$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.11$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11$0.10$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.09