Civic Intelligence

Elizabeth & Daniel O Connor Family Foundation Inc.

990PF • Fiscal year 2022 • EIN 65-0914983

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 28, 2023

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

13th percentile

-50%

Higher net margin than 13% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.0%

Faster asset growth than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-7.5%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$2,056,601

Down $108,948 (-5.0%) from 2021

Net Assets

Down

$2,056,356

Down $109,009 (-5.0%) from 2021

Liabilities

Up

$245

Up $61 (+33%) from 2021

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin13th percentile

Revenue

Down

$216,440

Down $17,519 (-7.5%) from 2021

Expenses

Up

$325,449

Up $25,516 (+8.5%) from 2021

Net Income

Down

-$109,009

Down $43,035 (-65%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2022

Assets$2,056,601
Liabilities$245
Net Assets$2,056,356
Open 2022 Filing

Operations Trend

Revenue Growth35th 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

2022

Revenue$216,440
Expenses$325,449
Net Income-$109,009
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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
2023-04-28

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 Appendix270 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/DistributableAmountGrp/DistributableBeforeAdjAmt0275905
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt084830
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH C O'CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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/UndistributedIncomeGrp/UndistributedIncomeCYAmt0266865
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0284960
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0184
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO DIRECTOR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012453
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14826
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012453
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14826
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt12091
TaxesSchedule/TaxesDetail/Amt23542
TaxesSchedule/TaxesDetail/CategoryTxt0ANNUAL CORPORATE REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES-CURRENT YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12091
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH FRIEDMAN O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09548451175
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-28
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/AddressLine1Txt06301 NW 5TH WAY STE 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333092045
ReturnHeader/PreparerPersonGrp/PhoneNum09543519000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M BORISMAN
ReturnHeader/ReturnTs02023-05-11T09:28:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRIEDMAN OCONNOR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,056,601
Liabilities
$245
Net assets
$2,056,356
Revenue
$216,440
Expenses
$325,449
Net income
-$109,009
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