Civic Intelligence

Elizabeth & Daniel O Connor Family Foundation Inc.

990PF • Fiscal year 2020 • EIN 65-0914983

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization Profile
730 Isle Of PalmsFt Lauderdale, FL 33301

(954) 351-9000

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

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

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

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

Net Margin

17th percentile

-32%

Higher net margin than 17% 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

25th percentile

-2.7%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

95th percentile

175%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,231,523

Down $60,765 (-2.7%) from 2019

Net Assets

$2,231,339

No earlier filing loaded for comparison.

Liabilities

Down

$184

Down $61 (-25%) from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin17th percentile

Revenue

Up

$191,764

Up $122,093 (+175%) from 2019

Expenses

Up

$252,468

Up $10,682 (+4.4%) from 2019

Net Income

Up

-$60,704

Up $111,411 (+65%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2020

Assets$2,231,523
Liabilities$184
Net Assets$2,231,339
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$191,764
Expenses$252,468
Net Income-$60,704
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th 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
2021-04-29

Preparer

Firm
Weinstein Zugman LLC
Address
6301 NW 5TH WAY STE 4200, FT LAUDERDALE, FL 33309-2045
Preparer
Steven M Borisman
Phone
9543519000
Raw XML Appendix288 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EUGENIE M O'CONNOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0730 ISLE OF PALMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1730 ISLE OF PALMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2730 ISLE OF PALMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3730 ISLE OF PALMS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT LAUDERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0231000
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/AppliedToCurrentYearAmt06847
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0224153
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0251885
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0231000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0245038
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0224153
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NON DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02865
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0245
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO DIRECTOR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0184
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15018
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt12129
TaxesSchedule/TaxesDetail/Amt21200
TaxesSchedule/TaxesDetail/CategoryTxt0ANNUAL CORPORATE REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES-CURRENT YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12129
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH FRIEDMAN O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09548451175
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
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/PreparerFirmGrp/PreparerFirmEIN0200453834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINSTEIN ZUGMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06301 NW 5TH WAY STE 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333092045
ReturnHeader/PreparerPersonGrp/PhoneNum09543519000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M BORISMAN
ReturnHeader/ReturnTs02021-05-06T15:37:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRIEDMAN OCONNOR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,231,523
Liabilities
$184
Net assets
$2,231,339
Revenue
$191,764
Expenses
$252,468
Net income
-$60,704
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