Civic Intelligence

Elizabeth & Daniel O'Connor

EIN 65-0914983 • Ft Lauderdale, FL

730 Isle Of PalmsFt Lauderdale, FL 33301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-27%

Higher net margin than 14% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

16%

Faster revenue growth than 59% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$1,894,742

Down $65,669 (-3.3%) from 2023

Liabilities

Down

-$755

Down $1,000 (-408%) from 2023

Net Assets

Down

$1,895,497

Down $64,669 (-3.3%) from 2023

Operations
Liabilities / Revenue1st percentileNet Margin14th percentile

Revenue

Up

$236,931

Up $32,061 (+16%) from 2023

Expenses

Up

$301,600

Up $540 (+0.2%) from 2023

Net Income

Up

-$64,669

Up $31,521 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $675,848Liabilities 2011: $612011Assets 2012: $652,242Liabilities 2012: $612012Assets 2013: $630,147Liabilities 2013: $1222013Assets 2014: $2,500,815Liabilities 2014: $1222014Assets 2015: $2,523,454Liabilities 2015: $1842015Assets 2019: $2,292,288Liabilities 2019: $2452019Assets 2020: $2,231,523Liabilities 2020: $184Net Assets 2020: $2,231,3392020Assets 2021: $2,165,549Liabilities 2021: $184Net Assets 2021: $2,165,3652021Assets 2022: $2,056,601Liabilities 2022: $245Net Assets 2022: $2,056,3562022Assets 2023: $1,960,411Liabilities 2023: $245Net Assets 2023: $1,960,1662023Assets 2024: $1,894,742Liabilities 2024: -$755Net Assets 2024: $1,895,4972024

Highlighted filing

2024

Assets$1,894,742
Liabilities-$755
Net Assets$1,895,497
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $26,557Expenses 2011: $44,408Net Income 2011: -$17,8512011Revenue 2012: $23,783Expenses 2012: $47,389Net Income 2012: -$23,6062012Revenue 2013: $27,727Expenses 2013: $49,883Net Income 2013: -$22,1562013Revenue 2014: $1,030,714Expenses 2014: $98,237Net Income 2014: $932,4772014Revenue 2015: $166,275Expenses 2015: $143,698Net Income 2015: $22,5772015Revenue 2019: $69,671Expenses 2019: $241,786Net Income 2019: -$172,1152019Revenue 2020: $191,764Expenses 2020: $252,468Net Income 2020: -$60,7042020Revenue 2021: $233,959Expenses 2021: $299,933Net Income 2021: -$65,9742021Revenue 2022: $216,440Expenses 2022: $325,449Net Income 2022: -$109,0092022Revenue 2023: $204,870Expenses 2023: $301,060Net Income 2023: -$96,1902023Revenue 2024: $236,931Expenses 2024: $301,600Net Income 2024: -$64,6692024

Highlighted filing

2024

Revenue$236,931
Expenses$301,600
Net Income-$64,669
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,894,742
Liabilities
-$755
Net assets
$1,895,497
Revenue
$236,931
Expenses
$301,600
Net income
-$64,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.90$0.24$0.30$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.22$0.33$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.23$0.30$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.19$0.25$0.06
2019Summary only. Only limited summary data is available for this year.$2.29$0.00$0.07$0.24$0.17
2015Summary only. Only limited summary data is available for this year.$2.52$0.00$0.17$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$2.50$0.00$1.03$0.10$0.93
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.03$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.02$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.03$0.04$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH FRIEDMAN O'CONNORDirector-$0--
DANIEL PJ O'CONNORDirector-$0--
EUGENIE M O'CONNORDirector-$0--
ELIZABETH C O'CONNORDirector-$0--
Filing and Contact Details

Filer

Filer Name
ELIZABETH & DANIEL O'CONNOR
EIN
65-0914983
Phone
9543519000
Address
730 ISLE OF PALMS, FT LAUDERDALE, FL 33301

Signing Officer

Name
ELIZABETH FRIEDMAN O'CONNOR
Title
Director
Phone
9548451175
Signed
2025-05-08

Preparer

Firm
Weinstein Zugman LLC
Address
777 W YAMATO RD STE 130, BOCA RATON, FL 33431-4456
Preparer
Steven M Borisman
Phone
9543519000
Raw XML Appendix265 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH FRIEDMAN O'CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIEL PJ O'CONNOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH C O'CONNOR
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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/AppliedToCurrentYearAmt04310
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0273190
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0307459
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0277500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0303149
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0273190
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0223
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0245
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO DIRECTOR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0-755
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011362
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15714
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011362
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15714
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt12050
TaxesSchedule/TaxesDetail/Amt22600
TaxesSchedule/TaxesDetail/CategoryTxt0ANNUAL CORPORATE REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES-CURRENT YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12050
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH FRIEDMAN O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09548451175
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH & DANIEL O'CONNOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0650914983
ReturnHeader/Filer/PhoneNum09543519000
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 ISLE OF PALMS
ReturnHeader/Filer/USAddress/CityNm0FT LAUDERDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200453834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINSTEIN ZUGMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 W YAMATO RD STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334314456
ReturnHeader/PreparerPersonGrp/PhoneNum09543519000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M BORISMAN
ReturnHeader/ReturnTs02025-05-13T15:52:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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