Civic Intelligence

Kathleen Elizabeth Obrien Foundation

990PF • Fiscal year 2019 • EIN 72-6025708

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 09, 2020

Organization Profile
909 Poydras Street Suite 2300New Orleans, LA 70112-1010

(504) 624-5100

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

98th percentile

202%

Faster asset growth than 98% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

3151%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$879,857

Up $588,617 (+202%) from 2018

Net Assets

Up

$879,857

Up $588,617 (+202%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin98th percentile

Revenue

Up

$648,738

Up $628,784 (+3151%) from 2018

Expenses

Up

$60,121

Up $58,606 (+3868%) from 2018

Net Income

Up

$588,617

Up $570,178 (+3092%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $578,666Liabilities 2011: $02011Assets 2012: $567,334Liabilities 2012: $02012Assets 2013: $563,148Liabilities 2013: $02013Assets 2014: $565,837Liabilities 2014: $0Net Assets 2014: $565,8372014Assets 2015: $568,031Liabilities 2015: $0Net Assets 2015: $568,0312015Assets 2016: $563,994Liabilities 2016: $0Net Assets 2016: $563,9942016Assets 2017: $272,801Liabilities 2017: $0Net Assets 2017: $272,8012017Assets 2018: $291,240Liabilities 2018: $0Net Assets 2018: $291,2402018Assets 2019: $879,857Liabilities 2019: $0Net Assets 2019: $879,8572019Assets 2020: $914,942Liabilities 2020: $0Net Assets 2020: $914,9422020Assets 2021: $1,090,956Liabilities 2021: $0Net Assets 2021: $1,090,9562021Assets 2022: $1,123,039Liabilities 2022: $0Net Assets 2022: $1,123,0392022Assets 2023: $1,097,074Liabilities 2023: $0Net Assets 2023: $1,097,0742023Assets 2024: $1,281,119Liabilities 2024: $0Net Assets 2024: $1,281,1192024

Highlighted filing

2019

Assets$879,857
Liabilities$0
Net Assets$879,857
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $86,773Expenses 2011: $252,696Net Income 2011: -$165,9232011Revenue 2012: $73,057Expenses 2012: $84,389Net Income 2012: -$11,3322012Revenue 2013: $44,323Expenses 2013: $48,509Net Income 2013: -$4,1862013Revenue 2014: $44,678Expenses 2014: $41,989Net Income 2014: $2,6892014Revenue 2015: $19,440Expenses 2015: $17,246Net Income 2015: $2,1942015Revenue 2016: $20,377Expenses 2016: $24,414Net Income 2016: -$4,0372016Revenue 2017: $15,307Expenses 2017: $306,500Net Income 2017: -$291,1932017Revenue 2018: $19,954Expenses 2018: $1,515Net Income 2018: $18,4392018Revenue 2019: $648,738Expenses 2019: $60,121Net Income 2019: $588,6172019Revenue 2020: $71,597Expenses 2020: $36,512Net Income 2020: $35,0852020Revenue 2021: $198,951Expenses 2021: $22,937Net Income 2021: $176,0142021Revenue 2022: $42,302Expenses 2022: $10,219Net Income 2022: $32,0832022Revenue 2023: $58,587Expenses 2023: $84,552Net Income 2023: -$25,9652023Revenue 2024: $206,722Expenses 2024: $22,677Net Income 2024: $184,0452024

Highlighted filing

2019

Revenue$648,738
Expenses$60,121
Net Income$588,617
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C CHRISTIANPresident/Director-$0--
R KING MILLINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
THE KATHLEEN E O'BRIEN FOUNDATION
EIN
72-6025708
Phone
5046245100
Address
909 POYDRAS STREET SUITE 2300, NEW ORLEANS, LA 70112-1010

Signing Officer

Name
R King Milling
Title
President
Phone
5046245100
Signed
2020-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Cole Evans & Peterson
Address
POST OFFICE DRAWER 1768, SHREVEPORT, LA 71166-1768
Preparer
Barry S Shipp
Phone
3182228367
Raw XML Appendix357 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/StatementsRegardingActyGrp/IndividualWithBooksNm0MR R KING MILLING
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0909 POYDRAS STREET SUITE 2300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ORLEANS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0701121010
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05046245100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt049895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0278426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011393
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt049895
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0239924
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0239924
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0239924
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0289819
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0KATHLEEN E O'BRIEN TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0228 ST CHARLES AVE SUITE 1134
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW ORLEANS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0LA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0701302662
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0577216
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CARVER DARDEN
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1MILLING, BENSON & WOODWARD
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011321
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt15034
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011321
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt15034
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTERESTS - NET OF ACCUMULATED DEPLETION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt085959
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OIL AND GAS SEVERANCE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OIL AND GAS DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PROPERTY TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13123
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2128
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt35185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41674
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41674
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt035247
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL AND GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt035247
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt035247
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026896
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LAND MANAGEMENT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1GAYLE KETRY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026896
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11327
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0R KING MILLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05046245100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHLEEN E O'BRIEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0726025708
ReturnHeader/Filer/PhoneNum05046245100
ReturnHeader/Filer/USAddress/AddressLine1Txt0909 POYDRAS STREET SUITE 2300
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701121010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720506596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLE EVANS & PETERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE DRAWER 1768
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0711661768
ReturnHeader/PreparerPersonGrp/PhoneNum03182228367
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY S SHIPP
ReturnHeader/ReturnTs02020-03-16T16:54:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$879,857
Liabilities
$0
Net assets
$879,857
Revenue
$648,738
Expenses
$60,121
Net income
$588,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.21$0.02$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.06$0.08$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.04$0.01$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.20$0.02$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.65$0.06$0.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.02$0.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.02$0.31$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.02$0.02$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.04$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.07$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.09$0.25$0.17