Civic Intelligence

Shamrock Foundation

990PF • Fiscal year 2013 • EIN 06-1720127

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 02, 2014

501 Peterson RoadAustin, TX 60048

(847) 644-6945

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

85th percentile

43%

Higher net margin than 85% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

60th percentile

4.6%

Faster asset growth than 60% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$4,088,546

Up $178,882 (+4.6%) from 2012

Net Assets

Up

$4,084,541

Up $178,882 (+4.6%) from 2012

Liabilities

Flat

$4,005

Flat from 2012

Revenue

$417,345

No earlier filing loaded for comparison.

Expenses

Up

$238,463

Up $39,191 (+20%) from 2012

Net Income

$178,882

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,681,785Liabilities 2010: $0Net Assets 2010: $3,681,7852010Assets 2011: $3,738,862Liabilities 2011: $0Net Assets 2011: $3,738,8622011Assets 2012: $3,909,664Liabilities 2012: $4,005Net Assets 2012: $3,905,6592012Assets 2013: $4,088,546Liabilities 2013: $4,005Net Assets 2013: $4,084,5412013Assets 2014: $2,366,824Liabilities 2014: $4,005Net Assets 2014: $2,362,8192014Assets 2015: $2,670,358Liabilities 2015: $13,038Net Assets 2015: $2,657,3202015Assets 2016: $2,918,065Liabilities 2016: $0Net Assets 2016: $2,918,0652016Assets 2017: $3,233,519Liabilities 2017: $0Net Assets 2017: $3,233,5192017Assets 2018: $3,532,958Liabilities 2018: $0Net Assets 2018: $3,532,9582018Assets 2019: $3,746,056Liabilities 2019: $0Net Assets 2019: $3,746,0562019Assets 2020: $3,677,240Liabilities 2020: $0Net Assets 2020: $3,677,2402020Assets 2021: $3,957,841Liabilities 2021: $0Net Assets 2021: $3,957,8412021Assets 2022: $4,925,838Liabilities 2022: $0Net Assets 2022: $4,925,8382022Assets 2023: $5,589,716Liabilities 2023: $10,000Net Assets 2023: $5,579,7162023Assets 2024: $6,507,315Liabilities 2024: $0Net Assets 2024: $6,507,3152024

Highlighted filing

2013

Assets$4,088,546
Liabilities$4,005
Net Assets$4,084,541

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $192,4952010Expenses 2011: $172,0832011Expenses 2012: $199,2722012Revenue 2013: $417,345Expenses 2013: $238,463Net Income 2013: $178,8822013Revenue 2014: $881,274Expenses 2014: $2,602,996Net Income 2014: -$1,721,7222014Revenue 2015: $323,437Expenses 2015: $28,936Net Income 2015: $294,5012015Revenue 2016: $287,856Expenses 2016: $27,111Net Income 2016: $260,7452016Revenue 2017: $338,746Expenses 2017: $23,292Net Income 2017: $315,4542017Revenue 2018: $327,833Expenses 2018: $28,394Net Income 2018: $299,4392018Revenue 2019: $241,906Expenses 2019: $28,808Net Income 2019: $213,0982019Revenue 2020: $194,420Expenses 2020: $263,236Net Income 2020: -$68,8162020Revenue 2021: $683,567Expenses 2021: $323,448Net Income 2021: $360,1192021Revenue 2022: $2,151,793Expenses 2022: $180,995Net Income 2022: $1,970,7982022Revenue 2023: $2,194,386Expenses 2023: $528,729Net Income 2023: $1,665,6572023Revenue 2024: $2,287,002Expenses 2024: $347,238Net Income 2024: $1,939,7642024

Highlighted filing

2013

Revenue$417,345
Expenses$238,463
Net Income$178,882
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 2, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHARINE O EDWARDSONPresident-$0--
LAURA K BARRETTTrustee-$0--
ANNE L EDWARDSONTrustee-$0--
SHELLEY M MATTINGLYTrusteeFT$0--
Filing and Contact Details

Filer

EIN
06-1720127
Phone
8476446945

Signing Officer

Name
Catharine O Edwardson
Title
Trustee
Phone
8476446945
Signed
2014-07-02

Preparer

Preparer
Jill L Kuksa CPA
Phone
8472470200
Raw XML AppendixShowing 400 of 468 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/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102122 YORK ROAD SUITE 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1111124 WURZBACH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine123740 WILSHARE BLVD S980
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13298 B WEST 149TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine146666 WEST QUINCY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15PO BOX 47
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine16395 PRYOR STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1735 CRESCENT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine18PO BOX 9716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine192921 E17TH STREET B C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1102180 UNION AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1111210 PEABODY AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5NAMPA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City9AUSTIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1038104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1138104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1278757
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03438
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03509
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0216530
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01480

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$2.29$0.35$1.94
2023Detailed filing. Detailed filing data is available for this year.$5.59$0.01$5.58$2.19$0.53$1.67
2022Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$2.15$0.18$1.97
2021Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.68$0.32$0.36
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.19$0.26$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.24$0.03$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.33$0.03$0.30
2017Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.34$0.02$0.32
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.29$0.03$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$0.32$0.03$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.36$0.88$2.60$1.72
2013Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.08$0.42$0.24$0.18
2012Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.17
2010Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.19