Civic Intelligence

The Bill and Kathy O'Neill Foundation

990PF • Fiscal year 2020 • EIN 46-4251139

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 18, 2021

Organization Profile
38155 South Woodland RoadHunting Valley, OH 44022

(216) 831-4105

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-111%

Higher net margin than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,721,709

Up $456,665 (+14%) from 2019

Net Assets

Up

$3,721,709

Up $456,665 (+14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$82,488

Down $1,990,697 (-96%) from 2019

Expenses

Up

$173,889

Up $100,568 (+137%) from 2019

Net Income

Down

-$91,401

Down $2,091,265 (-105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $1,008,856Liabilities 2013: $02013Assets 2014: $987,166Liabilities 2014: $0Net Assets 2014: $987,1662014Assets 2015: $901,768Liabilities 2015: $0Net Assets 2015: $901,7682015Assets 2016: $916,582Liabilities 2016: $0Net Assets 2016: $916,5822016Assets 2017: $1,062,802Liabilities 2017: $0Net Assets 2017: $1,062,8022017Assets 2018: $919,466Liabilities 2018: $0Net Assets 2018: $919,4662018Assets 2019: $3,265,044Liabilities 2019: $0Net Assets 2019: $3,265,0442019Assets 2020: $3,721,709Liabilities 2020: $0Net Assets 2020: $3,721,7092020Assets 2021: $4,147,612Liabilities 2021: $0Net Assets 2021: $4,147,6122021Assets 2022: $3,034,408Liabilities 2022: $0Net Assets 2022: $3,034,4082022Assets 2023: $3,417,672Liabilities 2023: $12023Assets 2024: $3,611,234Liabilities 2024: $0Net Assets 2024: $3,611,2342024

Highlighted filing

2020

Assets$3,721,709
Liabilities$0
Net Assets$3,721,709
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $1,442,132Expenses 2013: $40Net Income 2013: $1,442,0922013Revenue 2014: $21,983Expenses 2014: $80,175Net Income 2014: -$58,1922014Revenue 2015: $17,616Expenses 2015: $69,134Net Income 2015: -$51,5182015Revenue 2016: $10,280Expenses 2016: $67,186Net Income 2016: -$56,9062016Revenue 2017: $46,415Expenses 2017: $67,760Net Income 2017: -$21,3452017Revenue 2018: $68,744Expenses 2018: $69,339Net Income 2018: -$5952018Revenue 2019: $2,073,185Expenses 2019: $73,321Net Income 2019: $1,999,8642019Revenue 2020: $82,488Expenses 2020: $173,889Net Income 2020: -$91,4012020Revenue 2021: $424,965Expenses 2021: $251,735Net Income 2021: $173,2302021Revenue 2022: $62,694Expenses 2022: $237,412Net Income 2022: -$174,7182022Revenue 2023: -$67,088Expenses 2023: $199,534Net Income 2023: -$266,6222023Revenue 2024: $399,006Expenses 2024: $215,657Net Income 2024: $183,3492024

Highlighted filing

2020

Revenue$82,488
Expenses$173,889
Net Income-$91,401
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 18, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J O'NEILL JRPresident-$0--
KATHERINE T O'NEILLVice Preside-$0--
DOUGLAS J SMORAGTreasurer-$0--
ALICE M SAXASecretary-$0--
Filing and Contact Details

Filer

Filer Name
THE BILL AND KATHY O'NEILL
EIN
46-4251139
Phone
2168314105
Address
38155 SOUTH WOODLAND ROAD, HUNTING VALLEY, OH 44022

Signing Officer

Name
WILLIAM J O'NEILL JR
Title
President
Phone
2168314105
Signed
2021-08-18

Preparer

Firm
Cm Wealth Advisors
Address
2000 AUBURN DR STE 400, BEACHWOOD, OH 44122-4327
Preparer
Douglas J Smorag
Phone
2168319667
Raw XML Appendix360 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt017430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SPDR DJIA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03682515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CM CAPITAL APPRECIATION FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03682515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt037133
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0133000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037133
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-91401
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0553
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0553
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0139200
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0173889
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt082488
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040889
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-08-25
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135777
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-91401
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01923
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03723632
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03721709
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0153702
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0153702
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0153702
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0154394
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03094547
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047023
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0154394
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM J O'NEILL JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHERINE T O'NEILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOUGLAS J SMORAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ALICE M SAXA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt038155 SOUTH WOODLAND ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt138155 SOUTH WOODLAND ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22000 AUBURN DR SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt338155 SOUTH WOODLAND ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HUNTING VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HUNTING VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BEACHWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HUNTING VALLEY
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044122
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DOUGLAS J SMORAG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST AUGUSTINE CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04829 GALAXY PKWY-STE M
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111001 EUCLID AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22486 W 14TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt317876 ST CLAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411150 EAST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt511100 EUCLID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARRENSVILLE HTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0139200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0153702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04187
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014502
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019979
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06317
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04305
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0139200
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019979
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034481
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01923
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CMWA CAP APPREC K1 ACCRUAL TO CASH ADJ
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM CMWA CAP APPREC FUND K1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01271
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01271
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0549989
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS FROM PARTNERSHIP INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014236
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt117859
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt26000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CM CAP APPREC FUND K1
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MANAGEMENT AND ADMIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014236
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt117859
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1621
TaxesSchedule/TaxesDetail/Amt21973
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX FROM K1S
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0621
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J O'NEILL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02168314105
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BILL AND KATHY O'NEILL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0464251139
ReturnHeader/Filer/PhoneNum02168314105
ReturnHeader/Filer/USAddress/AddressLine1Txt038155 SOUTH WOODLAND ROAD
ReturnHeader/Filer/USAddress/CityNm0HUNTING VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341410460
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CM WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 AUBURN DR STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEACHWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441224327
ReturnHeader/PreparerPersonGrp/PhoneNum02168319667
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS J SMORAG
ReturnHeader/ReturnTs02021-08-18T14:17:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ONEILL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,721,709
Liabilities
$0
Net assets
$3,721,709
Revenue
$82,488
Expenses
$173,889
Net income
-$91,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.40$0.22$0.18
2023Summary only. Only limited summary data is available for this year.$3.42$0.00$0.07$0.20$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.06$0.24$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.42$0.25$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.08$0.17$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$2.07$0.07$2.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.07$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.05$0.07$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.01$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.08$0.06
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$1.44$0.00$1.44