Civic Intelligence

The Shillman Foundation

990PF • Fiscal year 2019 • EIN 04-3511089

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 27, 2020

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

(508) 650-6361

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

26th percentile

$50,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1440%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$18,517,436

Up $3,415,641 (+23%) from 2018

Net Assets

Up

$18,517,436

Up $3,415,641 (+23%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$6,419,738

Up $6,002,869 (+1440%) from 2018

Expenses

Up

$4,979,752

Up $4,415,914 (+783%) from 2018

Net Income

Up

$1,439,986

Up $1,586,955 (+1080%) from 2018

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2019: $18,517,4362019Assets 2020: $113,387,694Liabilities 2020: $1Net Assets 2020: $113,387,6942020Assets 2021: $112,776,503Liabilities 2021: $1Net 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

2019

Assets$18,517,436
Liabilities$0
Net Assets$18,517,436

Operations Trend

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

2019

Revenue$6,419,738
Expenses$4,979,752
Net Income$1,439,986
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 27, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANNE PARROTTETrusteePT$50,000-$50,000
ROBERT J SHILLMANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Shillman Foundation
EIN
04-3511089
Phone
5086506361
Address
P O BOX 676267, RANCHO SANTA FE, CA 92067-6267

Signing Officer

Name
Dr Robert J Shillman
Title
Trustee
Phone
5086506361
Signed
2020-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Argent Wealth Management LLC
Address
200 FIFTH AVE 7TH FLOOR, WALTHAM, MA 02451
Preparer
Richard D Kahn
Phone
7812904900
Raw XML AppendixShowing 400 of 407 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/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1154000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73096980
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE COMMUITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO SUPPORT THE COMMINUTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRISTIANS UNITED FOR ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF THE I D F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RICCARDO MULTI ITALIAN OPERA ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAN DIEGO YANTAI FREINDSHIP SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHABAD JEWISH CENTER OF RSF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CULTURES IN CONTEXT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SAN DIEGO LAW ENFORCEMENT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7FIDELITY GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0VIA D ALIGHIERI 7
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0IT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1350 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23709 CONVOY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35690 CANCHA DE GOLF BUILDING 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42095 APPLING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5P O BOX 944255
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 CROSBY PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RANCHO S FE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CORDOVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6COVINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392091
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5942442550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6410159325
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04497330
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/AppliedToCurrentYearAmt01041032
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01041032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0620511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05566892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0461593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01014937
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01014937
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010501945
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03852949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0620511
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05566892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0461593
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04893981
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03852949
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011516882
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07663933
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0POLY THEATER GROUP
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/AddressLine1Txt025A NEW POLY PLAZA NO1
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/CityNm0BEIJING
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/CountryCd0CH
IRS990ScheduleB/ContributorInformationGrp/ContributorForeignAddress/ProvinceOrStateNm0DONGCHENG
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt029008
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CONTRACTORS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3EVENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CONSULTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt118974
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt263590
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3304087
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118974
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt263590
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3304087
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt437046
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01975655
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TAX DIFFERENCE GIFT OF STOCK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03600
TaxesSchedule/TaxesDetail/Amt05000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR ROBERT J SHILLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05086506361
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHILLMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHIL
ReturnHeader/Filer/EIN0043511089
ReturnHeader/Filer/PhoneNum05086506361
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 676267
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920676267
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FAF923D4D32154619C7B44EA1CBAD40B7E9DFD2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.0.154.43
ReturnHeader/FilingSecurityInformation/IPDt02020-06-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:31:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205972245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARGENT WEALTH MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 FIFTH AVE 7TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002451
ReturnHeader/PreparerPersonGrp/PhoneNum07812904900

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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$18.5$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
Peer Organizations

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