Civic Intelligence

Oconnell Family Foundation

990PF • Fiscal year 2014 • EIN 91-2065094

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 08, 2015

Organization Profile
16816 Hallmark CTCastro Valley, CA 94552

(510) 581-8521

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-1476800%

Higher net margin than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $14,768 (-100%) from 2013

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$1

Down $4 (-80%) from 2013

Expenses

Down

$14,769

Down $23,614 (-62%) from 2013

Net Income

Up

-$14,768

Up $23,610 (+62%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$60K$40K$20K$0Assets 2011: $51,498Liabilities 2011: $02011Assets 2012: $53,146Liabilities 2012: $02012Assets 2013: $14,768Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $1,464Expenses 2011: $7,688Net Income 2011: -$6,2242011Revenue 2012: $15,844Expenses 2012: $14,196Net Income 2012: $1,6482012Revenue 2013: $5Expenses 2013: $38,383Net Income 2013: -$38,3782013Revenue 2014: $1Expenses 2014: $14,769Net Income 2014: -$14,7682014

Highlighted filing

2014

Revenue$1
Expenses$14,769
Net Income-$14,768
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T O'CONNELLVice President-$0--
WILLIAM JOSEPH O'CONNELLVice President-$0--
COLLEEN O'CONNELL DEZURPresident-$0--
ROSEMARY O'CONNELL HAGENSecretary-$0--
MARY O'CONNELL MATTESCFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE501(C)BEN LOMOND, CA, US$3,000
Paid Grant-CHARITABLE501(C)TRACY, CA, US$3,000
Paid Grant-CHARITABLE501(C)OAKLAND, CA, US$3,000
Paid Grant-CHARITABLE501(C)WALNUT CREEK, CA, US$1,435
Paid Grant-CHARITABLE501(C)MARYKNOLL, NY, US$1,000
Paid Grant-CHARITABLE501(C)BEN LOMOND, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
Oconnell Family Foundation
EIN
91-2065094
Phone
5105818521
Address
16816 HALLMARK CT, CASTRO VALLEY, CA 94552

Signing Officer

Name
MARY O'CONNELL MATTES
Title
CFO
Signed
2015-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Daniel J Levy Inc
Address
3403 Hall Lane, Lafayette, CA 94549-3903
Preparer
Daniel J Levy
Phone
9252837210
Raw XML Appendix303 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/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0O'CONNELL FAMILY FOUNDATION TIN: 91-2065094 STATEMENT REGARDING VOLUNTARY TERMINATION OF STATUS PER IRC REGULATION 1.507-2(A)(1) FOR THE YEAR ENDED DECEMBER 31, 2014THE DISTRIBUTION OF THE FOUNDATION'S REMAINING ASSETS WERE MADE ON DECEMBER 9, 2014 TO THE FOLLOWING PUBLIC CHARITIES: MARYKNOLL FATHERS & BROTHERS, $1,000 AND TONY LARUSSA'S ANIMAL RESCUE, $1,435. IN ADDITION, THE OTHER DISTRIBUTIONS TO PUBLIC CHARITIES MADE IN 2014 WERE AS FOLLOWS: SAN LORENZO SCHOOL, $1,000 ON FEBRUARY 26, 2014; ALAMEDA CITY FOOD BANK, $3,000 ON NOVEMBER 24, 2014; VALLEY CHURCHES UNITED MISSION, $3,000 ON NOVEMBER 25, 2014; TRACY INTERFAITH MINISTRIES, $3,000 ON NOVEMBER 25, 2014.SINCE THIS ENTITY VOLUNTARILY TERMINATED ITS PRIVATE FOUNDATION STATUS BY DISTRIBUTING ALL OF ITS NET ASSETS TO CERTAIN QUALIFYING PUBLIC CHARITIES, PER IRC SECTION 507(B)(1)(A) THE PRIVATE FOUNDATION WAS NOT REQUIRED TO NOTIFY THE IRS OF ITS INTENT TO TERMINATE PER IRC 1.507-2(A)(1). IN ADDITION, SINCE THIS PRIVATE FOUNDATION IS TERMINATING ITS FOUNDATION STATUS IN THIS MANNER A TERMINATION TAX IS NOT DUE.ON JANUARY 12, 2015 THE CALIFORNIA SECRETARY OF STATE ENDORSED THE CERTIFICATE OF DISSOLUTION; THEREFORE, THIS ENTITY IS DISSOLVED.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES T O'CONNELL
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010167
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065600
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034527
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05821
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LiquidationExplanationStmt/ExplanationTxt0SEE STATEMENT ATTACHED.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EMA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FTB FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt332
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY O'CONNELL MATTES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCONNELL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OCON
ReturnHeader/Filer/EIN0912065094
ReturnHeader/Filer/PhoneNum05105818521
ReturnHeader/Filer/USAddress/AddressLine1Txt016816 HALLMARK CT
ReturnHeader/Filer/USAddress/CityNm0CASTRO VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094552
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel J Levy Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03403 Hall Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lafayette
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945493903
ReturnHeader/PreparerPersonGrp/PhoneNum09252837210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J LEVY
ReturnHeader/ReturnTs02015-10-08T15:13:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1
Expenses
$14,769
Net income
-$14,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$14.8$14.8
2013Summary only. Only limited summary data is available for this year.$14.8$0.00$0.01$38.4$38.4
2012Summary only. Only limited summary data is available for this year.$53.1$0.00$15.8$14.2$1.65
2011Summary only. Only limited summary data is available for this year.$51.5$0.00$1.46$7.69$6.22