Civic Intelligence

Shoreland Foundation Inc.

990PF • Fiscal year 2016 • EIN 11-3241828

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 09, 2017

38 Camel Hollow RoadLloyd Harbor, NY 11743

(631) 351-0961

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Net Margin

10th percentile

-315%

Higher net margin than 10% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Asset Growth

1st percentile

-46%

Faster asset growth than 1% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-8.3%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$10,709,907

Down $9,076,119 (-46%) from 2015

Net Assets

Down

$10,709,907

Down $5,576,119 (-34%) from 2015

Liabilities

Down

$0

Down $3,500,000 (-100%) from 2015

Revenue

Down

$1,767,901

Down $159,207 (-8.3%) from 2015

Expenses

Up

$7,341,141

Up $1,593,428 (+28%) from 2015

Net Income

Down

-$5,573,240

Down $1,752,635 (-46%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $13,154,843Liabilities 2010: $1,317,765Net Assets 2010: $11,837,0782010Assets 2011: $29,438,890Liabilities 2011: $8,496,329Net Assets 2011: $20,942,5612011Assets 2012: $21,301,032Liabilities 2012: $3,000,000Net Assets 2012: $18,301,0322012Assets 2013: $23,246,278Liabilities 2013: $3,500,000Net Assets 2013: $19,746,2782013Assets 2014: $23,522,323Liabilities 2014: $3,500,000Net Assets 2014: $20,022,3232014Assets 2015: $19,786,026Liabilities 2015: $3,500,000Net Assets 2015: $16,286,0262015Assets 2016: $10,709,907Liabilities 2016: $0Net Assets 2016: $10,709,9072016Assets 2017: $8,184,672Liabilities 2017: $0Net Assets 2017: $8,184,6722017Assets 2018: $6,878,715Liabilities 2018: $3,000Net Assets 2018: $6,875,7152018Assets 2019: $7,340,783Liabilities 2019: $0Net Assets 2019: $7,340,7832019Assets 2020: $9,426,440Liabilities 2020: $0Net Assets 2020: $9,426,4402020Assets 2021: $17,307,030Liabilities 2021: $0Net Assets 2021: $17,307,0302021Assets 2022: $14,790,964Liabilities 2022: $0Net Assets 2022: $14,790,9642022Assets 2023: $11,676,026Liabilities 2023: $0Net Assets 2023: $11,676,0262023Assets 2024: $7,338,339Liabilities 2024: $0Net Assets 2024: $7,338,3392024

Highlighted filing

2016

Assets$10,709,907
Liabilities$0
Net Assets$10,709,907

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $2,525,9812010Expenses 2011: $2,340,1352011Expenses 2012: $6,024,8072012Revenue 2013: $6,184,642Expenses 2013: $5,568,455Net Income 2013: $616,1872013Revenue 2014: $2,366,348Expenses 2014: $2,162,154Net Income 2014: $204,1942014Revenue 2015: $1,927,108Expenses 2015: $5,747,713Net Income 2015: -$3,820,6052015Revenue 2016: $1,767,901Expenses 2016: $7,341,141Net Income 2016: -$5,573,2402016Revenue 2017: $1,831,820Expenses 2017: $4,357,055Net Income 2017: -$2,525,2352017Revenue 2018: $4,782,539Expenses 2018: $6,091,496Net Income 2018: -$1,308,9572018Revenue 2019: $6,185,096Expenses 2019: $5,898,595Net Income 2019: $286,5012019Revenue 2020: $4,353,907Expenses 2020: $3,204,453Net Income 2020: $1,149,4542020Revenue 2021: $9,179,290Expenses 2021: $1,435,573Net Income 2021: $7,743,7172021Revenue 2022: $133,364Expenses 2022: $2,703,959Net Income 2022: -$2,570,5952022Revenue 2023: $308,378Expenses 2023: $3,291,620Net Income 2023: -$2,983,2422023Revenue 2024: $877,289Expenses 2024: $5,217,189Net Income 2024: -$4,339,9002024

Highlighted filing

2016

Revenue$1,767,901
Expenses$7,341,141
Net Income-$5,573,240
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 9, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY W WANGVice President-$0--
LULU C WANGPresident-$0--
CAROL-ANN MEALEYSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Shoreland Foundation
EIN
11-3241828
Phone
6313510961
Address
38 CAMEL HOLLOW ROAD, LLOYD HARBOR, NY 11743

Signing Officer

Name
Anthony Wang
Title
Vice President
Phone
6313510961
Signed
2017-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman & Company Llp
Address
529 FIFTH AVENUE, NEW YORK, NY 10017-4683
Preparer
Michael Feller
Phone
2126971000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011743
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd211743
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03650690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03656055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05632294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02083135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05401380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05698233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02246007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.144986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.174626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.061318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.190172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.183741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.115072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt025179603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt032253460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt033972573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt028402610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt031012318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt019518342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07296938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.724929
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME PROCEEDS ARE USED TO ENHANCE GRANTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE SHORELAND FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011743
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06313510961
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANTHONY W WANG
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LULU C WANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24870
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt312500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6172810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11632372
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1318300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt204000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.88$5.22$4.34
2023Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.31$3.29$2.98
2022Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.13$2.70$2.57
2021Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$9.18$1.44$7.74
2020Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$4.35$3.20$1.15
2019Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$6.19$5.90$0.29
2018Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$4.78$6.09$1.31
2017Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$1.83$4.36$2.53
2016Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.77$7.34$5.57
2015Detailed filing. Detailed filing data is available for this year.$19.8$3.50$16.3$1.93$5.75$3.82
2014Detailed filing. Detailed filing data is available for this year.$23.5$3.50$20.0$2.37$2.16$0.20
2013Detailed filing. Detailed filing data is available for this year.$23.2$3.50$19.7$6.18$5.57$0.62
2012Detailed filing. Detailed filing data is available for this year.$21.3$3.00$18.3$6.02
2011Detailed filing. Detailed filing data is available for this year.$29.4$8.50$20.9$2.34
2010Detailed filing. Detailed filing data is available for this year.$13.2$1.32$11.8$2.53