Civic Intelligence

Carroll and Nancy O'Connor Foundation

990PF • Fiscal year 2014 • EIN 95-4299924

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization Profile
9454 Wilshire Blvd 4th FloorBeverly Hills, CA 90212

(310) 273-2501

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$748,056

Up $13,103 (+1.8%) from 2013

Net Assets

Up

$748,056

Up $13,103 (+1.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin81st percentile

Revenue

Down

$47,462

Down $542,727 (-92%) from 2013

Expenses

Down

$34,359

Down $5,239 (-13%) from 2013

Net Income

Down

$13,103

Down $537,488 (-98%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $184,011Liabilities 2010: $0Net Assets 2010: $184,0112010Assets 2011: $184,644Liabilities 2011: $0Net Assets 2011: $184,6442011Assets 2012: $184,262Liabilities 2012: $0Net Assets 2012: $184,2622012Assets 2013: $734,953Liabilities 2013: $0Net Assets 2013: $734,9532013Assets 2014: $748,056Liabilities 2014: $0Net Assets 2014: $748,0562014Assets 2015: $1,127,221Liabilities 2015: $0Net Assets 2015: $1,127,2212015Assets 2016: $3,193,945Liabilities 2016: $200,000Net Assets 2016: $2,993,9452016Assets 2018: $3,975,002Liabilities 2018: $0Net Assets 2018: $3,975,0022018Assets 2019: $3,746,876Liabilities 2019: $0Net Assets 2019: $3,746,8762019Assets 2020: $3,530,445Liabilities 2020: $0Net Assets 2020: $3,530,4452020Assets 2021: $3,817,197Liabilities 2021: $0Net Assets 2021: $3,817,1972021Assets 2022: $3,563,607Liabilities 2022: $0Net Assets 2022: $3,563,6072022Assets 2023: $3,417,823Liabilities 2023: $12023Assets 2024: $3,554,158Liabilities 2024: $0Net Assets 2024: $3,554,1582024

Highlighted filing

2014

Assets$748,056
Liabilities$0
Net Assets$748,056
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $47,6652010Expenses 2011: $65,8072011Expenses 2012: $69,8822012Revenue 2013: $590,189Expenses 2013: $39,598Net Income 2013: $550,5912013Revenue 2014: $47,462Expenses 2014: $34,359Net Income 2014: $13,1032014Revenue 2015: $394,630Expenses 2015: $15,465Net Income 2015: $379,1652015Revenue 2016: $1,922,459Expenses 2016: $55,735Net Income 2016: $1,866,7242016Revenue 2018: $147,555Expenses 2018: $109,151Net Income 2018: $38,4042018Revenue 2019: $175,919Expenses 2019: $220,175Net Income 2019: -$44,2562019Revenue 2020: $43,110Expenses 2020: $259,541Net Income 2020: -$216,4312020Revenue 2021: $542,897Expenses 2021: $256,145Net Income 2021: $286,7522021Revenue 2022: $19,155Expenses 2022: $272,745Net Income 2022: -$253,5902022Revenue 2023: $114,934Expenses 2023: $260,718Net Income 2023: -$145,7842023Revenue 2024: $423,286Expenses 2024: $278,100Net Income 2024: $145,1862024

Highlighted filing

2014

Revenue$47,462
Expenses$34,359
Net Income$13,103
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRA EPSTEIN C0 GREENBERG TRAURIGDirector-$0--
KENNETH A MILESDirector-$0--
Filing and Contact Details

Filer

Filer Name
CARROLL AND NANCY O'CONNOR FOUNDATION
EIN
95-4299924
Phone
3102732501
Address
9454 WILSHIRE BLVD 4TH FLOOR, BEVERLY HILLS, CA 90212

Signing Officer

Name
Kenneth a Miles
Title
Director
Phone
3102732501
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Nsbn Llp
Address
9454 WILSHIRE BLVD 4TH FLOOR, BEVERLY HILLS, CA 90212-2907
Preparer
Kenneth a Miles
Phone
3102732501
Raw XML Appendix334 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/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLIC SUPPORT OF ORGANIZATION MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF MONTANA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 7159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0598077159
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030150
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/AppliedToCurrentYearAmt027718
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt063392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045978
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045978
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0217850
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068132
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt063392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045213
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04542
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0263828
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0259286
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0NANCY O'CONNOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09454 WILSHIRE BLVD 4TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BEVERLY HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090212
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt034500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0183870
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FRED MILLER PHOTOGRAPH COLLECTION - CHARITABLE USE ASSET
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0183870
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0183870
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt089
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt089
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH A MILES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03102732501
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARROLL AND NANCY O'CONNOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0954299924
ReturnHeader/Filer/PhoneNum03102732501
ReturnHeader/Filer/USAddress/AddressLine1Txt09454 WILSHIRE BLVD 4TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952399533
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NSBN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09454 WILSHIRE BLVD 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEVERLY HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0902122907
ReturnHeader/PreparerPersonGrp/PhoneNum03102732501
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A MILES
ReturnHeader/ReturnTs02015-11-16T16:40:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$748,056
Liabilities
$0
Net assets
$748,056
Revenue
$47,462
Expenses
$34,359
Net income
$13,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.42$0.28$0.15
2023Summary only. Only limited summary data is available for this year.$3.42$0.00$0.11$0.26$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.02$0.27$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$0.54$0.26$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.04$0.26$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.18$0.22$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.15$0.11$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.20$2.99$1.92$0.06$1.87
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.39$0.02$0.38
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.05$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.59$0.04$0.55
2012Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.05