Civic Intelligence

Elizabeth & Daniel O Connor Family Foundation Inc.

990PF • Fiscal year 2023 • EIN 65-0914983

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-47%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

22nd percentile

-4.7%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-5.3%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,960,411

Down $96,190 (-4.7%) from 2022

Net Assets

Down

$1,960,166

Down $96,190 (-4.7%) from 2022

Liabilities

Flat

$245

Flat from 2022

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin14th percentile

Revenue

Down

$204,870

Down $11,570 (-5.3%) from 2022

Expenses

Down

$301,060

Down $24,389 (-7.5%) from 2022

Net Income

Up

-$96,190

Up $12,819 (+12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$1,960,411
Liabilities$245
Net Assets$1,960,166
Open 2023 Filing

Operations Trend

Revenue Growth32nd 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

2023

Revenue$204,870
Expenses$301,060
Net Income-$96,190
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
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
2024-04-30

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 Appendix266 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH C O'CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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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/UndistributedIncomePYAmt0266865
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0168
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0168
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0245
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO DIRECTOR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011476
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15499
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011476
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15499
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt12106
TaxesSchedule/TaxesDetail/Amt22200
TaxesSchedule/TaxesDetail/CategoryTxt0ANNUAL CORPORATE REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES-CURRENT YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12106
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH FRIEDMAN O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09548451175
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
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/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M BORISMAN
ReturnHeader/ReturnTs02024-05-07T10:21:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRIEDMAN OCONNOR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,960,411
Liabilities
$245
Net assets
$1,960,166
Revenue
$204,870
Expenses
$301,060
Net income
-$96,190
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