Civic Intelligence

O'Connell Family Foundation Trust

990PF • Fiscal year 2018 • EIN 47-6265357

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 05, 2019

Organization Profile
30882 SteeplechaseSan Juan Capistrano, CA 92675

(949) 589-2007

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

95th percentile

72%

Faster asset growth than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

0.2%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,075,298

Up $448,950 (+72%) from 2017

Net Assets

Up

$1,075,298

Up $448,950 (+72%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin91st percentile

Revenue

Up

$802,125

Up $1,598 (+0.2%) from 2017

Expenses

Down

$353,175

Down $64,794 (-16%) from 2017

Net Income

Up

$448,950

Up $66,392 (+17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $643,343Liabilities 2011: $0Net Assets 2011: $643,3432011Assets 2012: $425,699Liabilities 2012: $0Net Assets 2012: $425,6992012Assets 2013: $345,316Liabilities 2013: $0Net Assets 2013: $345,3162013Assets 2014: $284,831Liabilities 2014: $0Net Assets 2014: $284,8312014Assets 2015: $220,406Liabilities 2015: $0Net Assets 2015: $220,4062015Assets 2016: $243,790Liabilities 2016: $0Net Assets 2016: $243,7902016Assets 2017: $626,348Liabilities 2017: $0Net Assets 2017: $626,3482017Assets 2018: $1,075,298Liabilities 2018: $0Net Assets 2018: $1,075,2982018Assets 2019: $815,743Liabilities 2019: $0Net Assets 2019: $815,7432019Assets 2020: $598,536Liabilities 2020: $0Net Assets 2020: $598,5362020Assets 2021: $414,124Liabilities 2021: $0Net Assets 2021: $414,1242021Assets 2022: $87,664Liabilities 2022: $0Net Assets 2022: $87,6642022Assets 2023: $320,062Liabilities 2023: $0Net Assets 2023: $320,0622023Assets 2024: $1,039,595Liabilities 2024: $0Net Assets 2024: $1,039,5952024

Highlighted filing

2018

Assets$1,075,298
Liabilities$0
Net Assets$1,075,298
Open 2018 Filing

Operations Trend

Revenue Growth40th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $466,1842011Expenses 2012: $623,0882012Revenue 2013: $417,964Expenses 2013: $498,347Net Income 2013: -$80,3832013Revenue 2014: $400,931Expenses 2014: $461,416Net Income 2014: -$60,4852014Revenue 2015: $400,739Expenses 2015: $465,164Net Income 2015: -$64,4252015Revenue 2016: $400,544Expenses 2016: $377,160Net Income 2016: $23,3842016Revenue 2017: $800,527Expenses 2017: $417,969Net Income 2017: $382,5582017Revenue 2018: $802,125Expenses 2018: $353,175Net Income 2018: $448,9502018Revenue 2019: $335,040Expenses 2019: $594,595Net Income 2019: -$259,5552019Revenue 2020: $401,856Expenses 2020: $619,063Net Income 2020: -$217,2072020Revenue 2021: $801,306Expenses 2021: $985,718Net Income 2021: -$184,4122021Revenue 2022: $85,623Expenses 2022: $412,083Net Income 2022: -$326,4602022Revenue 2023: $401,824Expenses 2023: $169,426Net Income 2023: $232,3982023Revenue 2024: $1,010,387Expenses 2024: $290,854Net Income 2024: $719,5332024

Highlighted filing

2018

Revenue$802,125
Expenses$353,175
Net Income$448,950
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 5, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE O'CONNELLPresident-$0--
Filing and Contact Details

Filer

Filer Name
Oconnell Family Foundation Trust
EIN
47-6265357
Phone
9495892007
Address
30882 STEEPLECHASE, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
GEORGE O'CONNELL
Title
President
Signed
2019-06-05
Discuss with paid preparer
Yes

Preparer

Firm
HMWC CPAs And Business Advisors
Address
17501 East 17th Street Suite 100, Tustin, CA 92780-7924
Preparer
Jeffrey Hipshman
Phone
7145059000
Raw XML Appendix312 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07306
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE PRINCIPAL ACTIVITY OF THE FOUNDATION IS TO MAKE GRANTS TO CHARITABLE ORGANIZATIONS TO HELP PROMOTE THEIR CHARITABLE PURPOSES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7113 CRESTWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83528-A MANA HEMA PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN JUAN CAPISTRINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6KIRKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LANDENBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LAWAI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592693
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd698083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd719350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd896765
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0349315
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023985
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0407993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0369839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0456234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0452098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0489644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0489644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02013422
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0327258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0407993
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0369839
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0456234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0452098
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0351243
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0327258
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02503066
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02175808
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE O'CONNELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt030882 STEEPLECHASE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN JUAN CAPISTRANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092675
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0800000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE O'CONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCONNELL FAMILY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OCON
ReturnHeader/Filer/EIN0476265357
ReturnHeader/Filer/PhoneNum09495892007
ReturnHeader/Filer/USAddress/AddressLine1Txt030882 STEEPLECHASE
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952790665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HMWC CPAs And Business Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017501 East 17th Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927807924
ReturnHeader/PreparerPersonGrp/PhoneNum07145059000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Hipshman
ReturnHeader/ReturnTs02019-06-05T14:30:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,075,298
Liabilities
$0
Net assets
$1,075,298
Revenue
$802,125
Expenses
$353,175
Net income
$448,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.01$0.29$0.72
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.40$0.17$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.09$0.41$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.80$0.99$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.40$0.62$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.34$0.59$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.80$0.35$0.45
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.80$0.42$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.40$0.38$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.40$0.47$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.40$0.46$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.42$0.50$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.62
2011Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.47