Civic Intelligence

O'Brien Foundation

990PF • Fiscal year 2013 • EIN 74-6062067

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

PO Box 105278377

(361) 526-2715

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

1st percentile

-968%

Higher net margin than 1% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

23rd percentile

-4.7%

Faster asset growth than 23% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$576,721

Down $28,551 (-4.7%) from 2012

Net Assets

Down

$576,721

Down $28,551 (-4.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$2,949

No earlier filing loaded for comparison.

Expenses

Up

$31,500

Up $75 (+0.2%) from 2012

Net Income

-$28,551

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $630,092Liabilities 2010: $0Net Assets 2010: $630,0922010Assets 2011: $633,478Liabilities 2011: $0Net Assets 2011: $633,4782011Assets 2012: $605,272Liabilities 2012: $0Net Assets 2012: $605,2722012Assets 2013: $576,721Liabilities 2013: $0Net Assets 2013: $576,7212013Assets 2014: $549,437Liabilities 2014: $0Net Assets 2014: $549,4372014Assets 2015: $523,434Liabilities 2015: $0Net Assets 2015: $523,4342015Assets 2016: $492,462Liabilities 2016: $0Net Assets 2016: $492,4622016Assets 2017: $480,647Liabilities 2017: $0Net Assets 2017: $480,6472017Assets 2018: $471,920Liabilities 2018: $0Net Assets 2018: $471,9202018Assets 2019: $462,829Liabilities 2019: $0Net Assets 2019: $462,8292019Assets 2020: $476,637Liabilities 2020: $0Net Assets 2020: $476,6372020Assets 2021: $536,574Liabilities 2021: $0Net Assets 2021: $536,5742021Assets 2022: $527,497Liabilities 2022: $0Net Assets 2022: $527,4972022Assets 2023: $516,291Liabilities 2023: $0Net Assets 2023: $516,2912023Assets 2024: $511,376Liabilities 2024: $0Net Assets 2024: $511,3762024

Highlighted filing

2013

Assets$576,721
Liabilities$0
Net Assets$576,721

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $20,7852010Expenses 2011: $12,7002011Expenses 2012: $31,4252012Revenue 2013: $2,949Expenses 2013: $31,500Net Income 2013: -$28,5512013Revenue 2014: $2,826Expenses 2014: $30,110Net Income 2014: -$27,2842014Revenue 2015: $2,687Expenses 2015: $28,690Net Income 2015: -$26,0032015Revenue 2016: -$3,587Expenses 2016: $27,385Net Income 2016: -$30,9722016Revenue 2017: $13,680Expenses 2017: $25,495Net Income 2017: -$11,8152017Revenue 2018: $17,355Expenses 2018: $26,069Net Income 2018: -$8,7142018Revenue 2019: $15,155Expenses 2019: $24,151Net Income 2019: -$8,9962019Revenue 2020: $37,586Expenses 2020: $23,495Net Income 2020: $14,0912020Revenue 2021: $83,858Expenses 2021: $23,690Net Income 2021: $60,1682021Revenue 2022: $16,926Expenses 2022: $25,830Net Income 2022: -$8,9042022Revenue 2023: $15,784Expenses 2023: $26,795Net Income 2023: -$11,0112023Revenue 2024: $21,276Expenses 2024: $25,995Net Income 2024: -$4,7192024

Highlighted filing

2013

Revenue$2,949
Expenses$31,500
Net Income-$28,551
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MORGAN O'BRIENPresident-$0--
Filing and Contact Details

Filer

EIN
74-6062067
Phone
3615262715

Signing Officer

Name
JOHN MORGAN O'BRIEN
Title
President
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Clayton P VanPeltCPA
Phone
3615733255
Raw XML Appendix373 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/PersonNm0JOHN MORGAN O'BRIEN
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE INTEREST EARNED ON THE INVESTMENTS IS THE PRIMARY MEANS BY WHICH THE FOUNDATION ACCOMPLISHES ITS PURPOSE OF PROVIDING MONIES TO SCHOOLS, CHURCHES, HOSPITALS AND OTHER NONPROFIT ORGANIZATIONS IN AN EFFORT TO ASSIST THESE ORGANIZATIONS IN THEIR ENDEAVORS.
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16GOLIAD ISD EDUCATION FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine141008 S ALAMO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine151008 S ALAMO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine17107 SWIFT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine19130 FRONT ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111P O BOX 6530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112P O BOX 483
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1131843 FM 665
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine114102 W WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine115P O BOX 1210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine116P O BOX 830
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BEEVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3GOLIAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5REFUGIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6VICTORIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7REFUGIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8REFUGIO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City10ROCKPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City11CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City12REFUGIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City13CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City14REFUGIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City15BEEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City16GOLIAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State13TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State14TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State16TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode078102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode178104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode278377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode377963
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode478377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode578377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode677901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode778377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode878377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode978382
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1078381
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1178466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1278377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1378415
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1578104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1677963
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031125
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/AppliedToCurrentYearAmt06
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt031119
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029721
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031125
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029715
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt031119
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MORGAN O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10OBrien Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OBRI
ReturnHeader/Filer/EIN0746062067
ReturnHeader/Filer/PhoneNum03615262715
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1052
ReturnHeader/Filer/USAddress/City0Refugio
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Harrison Waldrop & Uherek LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 South Main Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Victoria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077901
ReturnHeader/PreparerPersonGrp/PhoneNum03615733255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clayton P VanPeltCPA
ReturnHeader/ReturnTs02014-05-14T07:06:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.21$0.26$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.16$0.27$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.17$0.26$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.84$0.24$0.60
2020Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.38$0.23$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.15$0.24$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.17$0.26$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.14$0.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.04$0.27$0.31
2015Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.03$0.29$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.03$0.30$0.27
2013Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.03$0.32$0.29
2012Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.31
2011Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.13
2010Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.21