Civic Intelligence

Oconnor Hall Trust

990 • Fiscal year 2023 • EIN 42-6477170

Jan 01, 2023 to Dec 31, 2023 • Filed on May 21, 2024

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,339,791

Up $227,185 (+20%) from 2022

Net Assets

Up

$1,339,790

Up $227,184 (+20%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin96th percentile

Revenue

Up

$126,735

Up $22,707 (+22%) from 2022

Expenses

Down

$25,657

Down $51,259 (-67%) from 2022

Net Income

Up

$101,078

Up $73,966 (+273%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$1,339,791
Liabilities$1
Net Assets$1,339,790
Open 2023 Filing

Operations Trend

Revenue Growth69th 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

2023

Revenue$126,735
Expenses$25,657
Net Income$101,078
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 21, 2024
Return Version
2023v5.0
Gross Receipts
$268,371
Mission and Program Overview

Mission

Support catholic elementary school education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$845,878$973,542▲ $127,664
Investments in Publicly Traded Securities$787,978$815,762▲ $27,784
Pd in Cap Srpls Land Bldg Eqp Fund$266,728$366,248▲ $99,520
Land, Buildings, and Equipment, Net$266,728$266,728→ $0
Savings and Temporary Cash Investments$57,900$158,369▲ $100,469
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$1,112,606$1,339,791▲ $227,185
Other Assets Total-$98,932-
Liabilities
Other Liabilities-$1-
Total Liabilities$0$1▲ $1
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,112,606$1,339,790▲ $227,184
Total Liabilities and Net Assets / Fund Balance$1,112,606$1,339,791▲ $227,185

Asset Categories

AssetBook ValueDepreciationBasis
Land$266,728--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Father Bradley C PelzelTrustee
Father Paul KellyTrustee
Gary SchulteTrustee
Robert LallyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$53,912
Other Revenue
$72,823
Change in Net Assets
$101,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,627
Other Expenses$1,030
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,627--$24,627
Fees for Services Legal-$1,000-$1,000
Fees for Services Other-$30-$30
Total Functional Expenses$24,627$1,030$0$25,657
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“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
Robert Lally
Title
Trustee
Signed
2024-05-21
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

Form 990, Part XI, Line 9

“Net asset changes = $126106”

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET ASSET CHANGES = $126106
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01112606
IRS990/TotalAssetsEOYAmt01339791
IRS990/TotalAssetsGrp/BOYAmt01112606
IRS990/TotalAssetsGrp/EOYAmt01339791
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01030
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024627
IRS990/TotalFunctionalExpensesGrp/TotalAmt025657
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01112606
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01339790
IRS990/TotalProgramServiceExpensesAmt024627
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0126735
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0126735
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01112606
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01339791
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT LALLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-21
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-05-21T11:27:07-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LALLY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,339,791
Liabilities
$1
Net assets
$1,339,790
Revenue
$126,735
Expenses
$25,657
Net income
$101,078
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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