Civic Intelligence

The Shillman Foundation

990PF • Fiscal year 2021 • EIN 04-3511089

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

Organization Profile
P O Box 676267Rancho Santa Fe, CA 92067-6267

(760) 994-3048

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

1st percentile

-974%

Higher net margin than 1% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

14th percentile

-0.5%

Faster asset growth than 14% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$112,776,503

Down $611,191 (-0.5%) from 2020

Net Assets

Down

$112,776,503

Down $611,191 (-0.5%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin1st percentile

Revenue

Down

$62,779

Down $213,895,959 (-100%) from 2020

Expenses

Down

$673,970

Down $13,058,364 (-95%) from 2020

Net Income

Down

-$611,191

Down $200,837,595 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$150M$100M$50M$0Assets 2011: $13,943,183Liabilities 2011: $0Net Assets 2011: $13,943,1832011Assets 2012: $19,751,517Liabilities 2012: $0Net Assets 2012: $19,751,5172012Assets 2013: $19,359,752Liabilities 2013: $1Net Assets 2013: $19,359,7522013Assets 2014: $19,515,250Liabilities 2014: $1Net Assets 2014: $19,515,2502014Assets 2015: $19,362,660Liabilities 2015: $0Net Assets 2015: $19,362,6602015Assets 2016: $16,194,838Liabilities 2016: $0Net Assets 2016: $16,194,8382016Assets 2017: $15,248,764Liabilities 2017: $0Net Assets 2017: $15,248,7642017Assets 2018: $15,101,795Liabilities 2018: $0Net Assets 2018: $15,101,7952018Assets 2019: $18,517,436Liabilities 2019: $12019Assets 2020: $113,387,694Liabilities 2020: $1Net Assets 2020: $113,387,6942020Assets 2021: $112,776,503Liabilities 2021: $0Net Assets 2021: $112,776,5032021Assets 2022: $109,314,996Liabilities 2022: $0Net Assets 2022: $109,314,9962022Assets 2023: $106,716,620Liabilities 2023: $12023Assets 2024: $103,133,793Liabilities 2024: $0Net Assets 2024: $103,133,7932024

Highlighted filing

2021

Assets$112,776,503
Liabilities$0
Net Assets$112,776,503
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$300M$200M$100M$0-$100MExpenses 2011: $2,482,3042011Expenses 2012: $3,792,3652012Revenue 2013: $332,579Expenses 2013: $724,344Net Income 2013: -$391,7652013Revenue 2014: $1,282,879Expenses 2014: $1,127,381Net Income 2014: $155,4982014Revenue 2015: $374,646Expenses 2015: $527,236Net Income 2015: -$152,5902015Revenue 2016: $1,147,357Expenses 2016: $5,589,806Net Income 2016: -$4,442,4492016Revenue 2017: -$258,662Expenses 2017: $687,412Net Income 2017: -$946,0742017Revenue 2018: $416,869Expenses 2018: $563,838Net Income 2018: -$146,9692018Revenue 2019: $6,419,738Expenses 2019: $4,979,752Net Income 2019: $1,439,9862019Revenue 2020: $213,958,738Expenses 2020: $13,732,334Net Income 2020: $200,226,4042020Revenue 2021: $62,779Expenses 2021: $673,970Net Income 2021: -$611,1912021Revenue 2022: -$653,000Expenses 2022: $2,808,507Net Income 2022: -$3,461,5072022Revenue 2023: $7,882,499Expenses 2023: $8,999,692Net Income 2023: -$1,117,1932023Revenue 2024: $6,336,960Expenses 2024: $11,026,052Net Income 2024: -$4,689,0922024

Highlighted filing

2021

Revenue$62,779
Expenses$673,970
Net Income-$611,191
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J SHILLMANTrusteePT$0--
BARNETT A SHILLMANTrusteePT$0--
MAXWELL L SHILLMANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Shillman Foundation
EIN
04-3511089
Phone
7609943048
Address
P O BOX 676267, RANCHO SANTA FE, CA 92067-6267

Signing Officer

Name
Dr Robert J Shillman
Title
Trustee
Phone
7609943048
Signed
2022-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Argent Wealth Management LLC
Address
200 FIFTH AVENUE, WALTHAM, MA 02451
Preparer
Richard D Kahn
Phone
7812904900
Raw XML Appendix341 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/PersonNm0ROBERT J SHILLMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARNETT A SHILLMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAXWELL L SHILLMAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12095 APPLING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27600 FAY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CORDOVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0240000
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/AppliedToCurrentYearAmt0350165
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05599747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05249582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08245839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03843349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0620511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05566892
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05249582
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0317310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012709699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08245839
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03843349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0620511
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0350165
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013027009
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018276591
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0INDUSTRIAL AND COMMERCIAL BANK OF CHINA
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT SHILLMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 676267
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1202 CANAL STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RANCHO SANTA FE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092067
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110013
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt050000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REIMBURSABLE EXPENSE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04500
TaxesSchedule/TaxesDetail/Amt0207130
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR ROBERT J SHILLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07609943048
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHILLMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHIL
ReturnHeader/Filer/EIN0043511089
ReturnHeader/Filer/PhoneNum07609943048
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 676267
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920676267
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205972245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARGENT WEALTH MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 FIFTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002451
ReturnHeader/PreparerPersonGrp/PhoneNum07812904900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D KAHN
ReturnHeader/ReturnTs02022-10-31T09:32:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERT J SHILLMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,776,503
Liabilities
$0
Net assets
$112,776,503
Revenue
$62,779
Expenses
$673,970
Net income
-$611,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$6.34$11.0$4.69
2023Detailed filing. Detailed filing data is available for this year.$107$0.00$7.88$9.00$1.12
2022Detailed filing. Detailed filing data is available for this year.$109$0.00$109$0.65$2.81$3.46
2021Detailed filing. Detailed filing data is available for this year.$113$0.00$113$0.06$0.67$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$0.00$113$214$13.7$200
2019Detailed filing. Detailed filing data is available for this year.$18.5$0.00$6.42$4.98$1.44
2018Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.42$0.56$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$0.26$0.69$0.95
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$1.15$5.59$4.44
2015Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.37$0.53$0.15
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.5$0.00$19.5$1.28$1.13$0.16
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.4$0.00$19.4$0.33$0.72$0.39
2012Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$3.79
2011Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$2.48