Civic Intelligence

Patrick a and Mary B Oneil Foundation U-A-D 12-17-20

990PF • Fiscal year 2020 • EIN 85-6809278

Dec 17, 2020 to Dec 31, 2020 • Filed on May 31, 2022

Organization Profile
26200 Clarkston Drive No 21206Bonita Springs, FL 34135

(312) 531-6370

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

99th percentile

100%

Higher net margin than 99% 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

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$2,685,327

No earlier filing loaded for comparison.

Net Assets

$2,685,327

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin99th percentile

Revenue

$2,685,327

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$2,685,327

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,685,327Liabilities 2020: $0Net Assets 2020: $2,685,3272020Assets 2021: $2,504,669Liabilities 2021: $0Net Assets 2021: $2,504,6692021Assets 2022: $2,137,551Liabilities 2022: $0Net Assets 2022: $2,137,5512022Assets 2023: $2,336,142Liabilities 2023: $0Net Assets 2023: $2,336,1422023Assets 2024: $2,415,857Liabilities 2024: $0Net Assets 2024: $2,415,8572024

Highlighted filing

2020

Assets$2,685,327
Liabilities$0
Net Assets$2,685,327
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $2,685,327Expenses 2020: $0Net Income 2020: $2,685,3272020Revenue 2021: $9,962Expenses 2021: $197,620Net Income 2021: -$187,6582021Revenue 2022: -$227,152Expenses 2022: $222,164Net Income 2022: -$449,3162022Revenue 2023: $338,455Expenses 2023: $242,442Net Income 2023: $96,0132023Revenue 2024: $244,861Expenses 2024: $311,676Net Income 2024: -$66,8152024

Highlighted filing

2020

Revenue$2,685,327
Expenses$0
Net Income$2,685,327
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 17, 2020 to Dec 31, 2020
Signed
May 31, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY B O'NEILTrustee-$0--
Filing and Contact Details

Filer

Filer Name
PATRICK A & MARY B O'NEIL FOUNDATION
EIN
85-6809278
Phone
3125316370
Address
26200 CLARKSTON DRIVE NO 21206, BONITA SPRINGS, FL 34135

Signing Officer

Name
MARY B O'NEIL
Title
Trustee
Phone
3125316370
Signed
2022-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Ostrow Reisin Berk & Abrams Ltd
Address
455 N CITYFRONT PLAZA DR SUITE 1500, CHICAGO, IL 60611
Preparer
Jacqueline N Janczewski
Phone
3126707444
Raw XML Appendix328 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0REQUEST FOR PENALTY ABATEMENT DUE TO REASONABLE CAUSE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DEAR SIR OR MADAM:WE ARE RESPONDING TO YOUR NOTICE DATED NOVEMBER 17, 2021, IN WHICH YOU ARE REQUESTING THAT THIS RETURN BE RE-SUBMITTED ELECTRONICALLY AS REQUIRED BY THE TAXPAYER FIRST ACT. AS PART OF THIS RE-SUBMISSION, WE ARE REQUESTING LATE FILING PENALTY (IRC 6652(C)) RELIEF DUE TO REASONABLE CAUSE AS NOTED IN INTERNAL REVENUE MANUAL 20.1.1.3.2. THE FOUNDATION EXERCISED ORDINARY CARE AND PRUDENCE IN DETERMINING OUR TAX FILING OBLIGATIONS.THE FOUNDATION WAS ESTABLISHED ON DECEMBER 17, 2020 AND HAS A CALENDAR YEAR-END OF DECEMBER 31. THE FOUNDATION HIRED AN OUTSIDE ACCOUNTANT TO DRAFT FORM 990 FOR THIS INITIAL SHORT-YEAR PERIOD. THE OUTSIDE ACCOUNTANT RELIED ON IRS NEWS RELEASE IR-2019-206 REGARDING THE NEW ELECTRONIC FILING REQUIREMENTS ENACTED AS PART OF THE TAXPAYER FIRST ACT. IN GENERAL, ORGANIZATIONS WITH TAX YEARS BEGINNING AFTER JULY 1, 2019 WERE NOW REQUIRED TO FILE FORM 990-PF ELECTRONICALLY. HOWEVER, IR-2019-206 INCLUDES SPECIFIC INSTRUCTIONS FOR SHORT-YEAR FORM 990-PF FILERS. IN PARTICULAR, THE NEWS RELEASE INDICATES THAT "IN THE CASE OF A SHORT TAX YEAR OR CERTAIN OTHER CIRCUMSTANCES DETAILED IN THE 990 OR 990-PF INSTRUCTIONS, THE IRS WILL CONTINUE TO ACCEPT PAPER FILINGS AS ITS SYSTEMS ARE YET UNABLE TO RECEIVE THESE FORMS ELECTRONICALLY." THE FOUNDATION FOLLOWED GUIDANCE FROM THE OUTSIDE ACCOUNTANT AND THEIR RELIANCE ON THE IRS NEW RELEASE WHEN SUBMITTING A TIMELY PAPER FILED RETURN PRIOR TO MAY 15, 2021. UPON BECOMING AWARE OF THE ISSUE, THE FOUNDATION TOOK ACTION AS SOON AS ADMINISTRATIVELY POSSIBLE TO CORRECT IT. THE FOUNDATION FULLY INTENDS TO COMPLY WITH ELECTRONIC FILING REQUIREMENTS FOR ALL SUBSEQUENT FILINGS.GIVEN THE UNIQUE CIRCUMSTANCES SURROUNDING THE INITIAL SHORT-YEAR FILING, THE INITIAL YEAR ELECTRONIC FILING REQUIREMENT, AND THE DELAY IN THE ABILITY OF SHORT-YEAR RETURNS TO MEET THIS ELECTRONIC FILING REQUIREMENT, THE FOUNDATION REQUESTS FULL ABATEMENT OF ANY LATE FILING PENALTIES. THE ABOVE STATEMENTS ARE TRUE AND CORRECT AND HAVE BEEN MADE UNDER PENALTIES OF PERJURY.VERY TRULY YOURS,MARY B. O'NEIL
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034135
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY B O'NEIL
IRS990PF/StatementsRegardingActyGrp/PhoneNum03125316370
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011241
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011241
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARY B O'NEIL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt026200 CLARKSTON DRIVE UNIT 21206
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BONITA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034135
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02685326
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0910326
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY B O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03125316370
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICK A & MARY B O'NEIL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0856809278
ReturnHeader/Filer/PhoneNum03125316370
ReturnHeader/Filer/USAddress/AddressLine1Txt026200 CLARKSTON DRIVE NO 21206
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034135
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362938874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OSTROW REISIN BERK & ABRAMS LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0455 N CITYFRONT PLAZA DR SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126707444
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELINE N JANCZEWSKI
ReturnHeader/ReturnTs02022-05-31T14:51:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ONEIL
ReturnHeader/TaxPeriodBeginDt02020-12-17
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
$2,685,327
Liabilities
$0
Net assets
$2,685,327
Revenue
$2,685,327
Expenses
$0
Net income
$2,685,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.24$0.31$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.34$0.24$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.23$0.22$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.01$0.20$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$2.69$0.00$2.69
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