Civic Intelligence

Carroll and Nancy O'Connor Foundation

990PF • Fiscal year 2016 • EIN 95-4299924

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
1925 Century Park East 16 FLLos Angeles, CA 90067

(310) 273-2501

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.06x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.10x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

98th percentile

183%

Faster asset growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

387%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$3,193,945

Up $2,066,724 (+183%) from 2015

Net Assets

Up

$2,993,945

Up $1,866,724 (+166%) from 2015

Liabilities

Up

$200,000

Up $200,000 from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

Up

$1,922,459

Up $1,527,829 (+387%) from 2015

Expenses

Up

$55,735

Up $40,270 (+260%) from 2015

Net Income

Up

$1,866,724

Up $1,487,559 (+392%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2016

Assets$3,193,945
Liabilities$200,000
Net Assets$2,993,945
Open 2016 Filing

Operations Trend

Revenue Growth98th 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

2016

Revenue$1,922,459
Expenses$55,735
Net Income$1,866,724
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

Filer Name
Carroll & Nancy O'Connor
EIN
95-4299924
Phone
3102732501
Address
1925 CENTURY PARK EAST 16 FL, LOS ANGELES, CA 90067

Signing Officer

Name
Kenneth a Miles
Title
Director
Phone
3102732501
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Nsbn Llp
Address
1925 CENTURY PARK E FL 16, LOS ANGELES, CA 90067
Preparer
Kurt Kilwein
Phone
3102732501
Raw XML Appendix360 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLIC SUPPORT OF ORGANIZATION MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PUBLIC SUPPORT OR ORGANIZATION MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PUBLIC SUPPORT OR ORGANIZATION MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTH COAST REPERTORY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF MONTANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NEW HORIZONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215725 PARTHENIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOLANA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291343
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt052735
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt063392
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt052740
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0109245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068132
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052735
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0161985
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0172637
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SURVIVOR'S TRUST UNDER THE CARROLL & NANCY FIELDS O'CONNOR 1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01925 CENTURY PARK EAST 16 FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090067
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01904072
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0183870
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FRED MILLER PHOTOGRAPH COLLECTION - CHARITABLE USE ASSET
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0183870
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0183870
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/Amt275
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2LICENSES AND PERMITS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt275
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH A MILES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03102732501
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carroll & Nancy O'Connor
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0954299924
ReturnHeader/Filer/PhoneNum03102732501
ReturnHeader/Filer/USAddress/AddressLine1Txt01925 CENTURY PARK EAST 16 FL
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4C22089B5647235304F81F9F808BDA9DA8D41EA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.101.121.169
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:54:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952399533
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NSBN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01925 CENTURY PARK E FL 16
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090067
ReturnHeader/PreparerPersonGrp/PhoneNum03102732501
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt Kilwein
ReturnHeader/ReturnTs02017-11-15T16:50:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,193,945
Liabilities
$200,000
Net assets
$2,993,945
Revenue
$1,922,459
Expenses
$55,735
Net income
$1,866,724
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
2016Detailed filing. Detailed filing data is available for this year.$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