Civic Intelligence

Shamrock Foundation

990PF • Fiscal year 2016 • EIN 06-1720127

Jan 01, 2016 to Dec 31, 2016 • Filed on May 25, 2017

Organization Profile
1860 Winchester Rd Suite 103Libertyville, IL 60048

(917) 428-7646

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

97th percentile

91%

Higher net margin than 97% 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

74th percentile

9.3%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,918,065

Up $247,707 (+9.3%) from 2015

Net Assets

Up

$2,918,065

Up $260,745 (+9.8%) from 2015

Liabilities

Down

$0

Down $13,038 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Down

$287,856

Down $35,581 (-11%) from 2015

Expenses

Down

$27,111

Down $1,825 (-6.3%) from 2015

Net Income

Down

$260,745

Down $33,756 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2016

Assets$2,918,065
Liabilities$0
Net Assets$2,918,065
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

2016

Revenue$287,856
Expenses$27,111
Net Income$260,745
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY M MATTINGLYPresident-$0--
CATHARINE O EDWARDSONDirector-$0--
JOHN J MATTINGLYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shamrock Foundation
EIN
06-1720127
Phone
9174287646
Address
1860 WINCHESTER RD SUITE 103, LIBERTYVILLE, IL 60048

Signing Officer

Name
Shelley M Mattingly
Title
President
Phone
8472516184
Signed
2017-05-25

Preparer

Firm
HTH LLC CPA'S
Address
1860 WINCHESTER RD SUITE 103, LIBERTYVILLE, IL 60048-5312
Preparer
Jill L Kuksa CPA
Phone
8472470200
Raw XML Appendix316 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/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHELLEY M MATTINGLY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05405 HIGHLAND CREST DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt05405 HIGHLAND CREST DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078731
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09174287646
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SHAMROCKFOUND.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0150826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0150826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02211871
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0150826
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02061045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02061045
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02061045
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02211871
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CATHARINE O EDWARDSON CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1CATHARINE O EDWARDSON CLAT 2
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01860 WINCHESTER RD SUITE 103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11860 WINCHESTER RD SUITE 103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LIBERTYVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LIBERTYVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060048
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160048
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT & SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022177
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022177
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt08122
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt14916
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO C. EDWARDSON
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DUE TO EDWARDSON CLAT
TaxesSchedule/TaxesDetail/Amt01114
TaxesSchedule/TaxesDetail/Amt1125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES & LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01114
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1125
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY M MATTINGLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08472516184
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAMROCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
ReturnHeader/Filer/EIN0061720127
ReturnHeader/Filer/PhoneNum09174287646
ReturnHeader/Filer/USAddress/AddressLine1Txt01860 WINCHESTER RD SUITE 103
ReturnHeader/Filer/USAddress/CityNm0LIBERTYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060048
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01618C365E138562C69B3FC7F55FA067C75EEB320
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId074E2F59BAD8C7455383966CBD4B3F2E29783587C
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364486321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HTH LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01860 WINCHESTER RD SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIBERTYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600485312
ReturnHeader/PreparerPersonGrp/PhoneNum08472470200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL L KUKSA CPA
ReturnHeader/ReturnTs02017-06-12T16:40:40-05:00
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
$2,918,065
Liabilities
$0
Net assets
$2,918,065
Revenue
$287,856
Expenses
$27,111
Net income
$260,745
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