Civic Intelligence

Shanahan Family Foundation Inc.

990PF • Fiscal year 2017 • EIN 13-3979302

Jan 01, 2017 to Dec 31, 2017 • Filed on May 22, 2018

58 Sunswyck RoadDarien, CT 06820

(646) 207-4027

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-88%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Down

$288,564

Down $24,570 (-7.8%) from 2016

Net Assets

Down

$288,564

Down $24,570 (-7.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$27,994

Up $28,504 (+5589%) from 2016

Expenses

Down

$52,564

Down $218 (-0.4%) from 2016

Net Income

Up

-$24,570

Up $28,722 (+54%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $497,374Liabilities 2011: $02011Assets 2012: $469,856Liabilities 2012: $02012Assets 2013: $472,513Liabilities 2013: $02013Assets 2014: $425,767Liabilities 2014: $02014Assets 2015: $366,426Liabilities 2015: $0Net Assets 2015: $366,4262015Assets 2016: $313,134Liabilities 2016: $0Net Assets 2016: $313,1342016Assets 2017: $288,564Liabilities 2017: $0Net Assets 2017: $288,5642017Assets 2018: $297,963Liabilities 2018: $10,000Net Assets 2018: $287,9632018Assets 2019: $925,376Liabilities 2019: $0Net Assets 2019: $925,3762019Assets 2020: $795,849Liabilities 2020: $0Net Assets 2020: $795,8492020Assets 2021: $732,837Liabilities 2021: $0Net Assets 2021: $732,8372021Assets 2022: $730,445Liabilities 2022: $0Net Assets 2022: $730,4452022Assets 2023: $723,668Liabilities 2023: $0Net Assets 2023: $723,6682023Assets 2024: $721,244Liabilities 2024: $0Net Assets 2024: $721,2442024

Highlighted filing

2017

Assets$288,564
Liabilities$0
Net Assets$288,564

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $15,931Expenses 2011: $27,178Net Income 2011: -$11,2472011Revenue 2012: $28,658Expenses 2012: $51,966Net Income 2012: -$23,3082012Revenue 2013: $91,142Expenses 2013: $88,485Net Income 2013: $2,6572013Revenue 2014: $15,903Expenses 2014: $62,649Net Income 2014: -$46,7462014Revenue 2015: $6,274Expenses 2015: $65,615Net Income 2015: -$59,3412015Revenue 2016: -$510Expenses 2016: $52,782Net Income 2016: -$53,2922016Revenue 2017: $27,994Expenses 2017: $52,564Net Income 2017: -$24,5702017Revenue 2018: $50,354Expenses 2018: $50,955Net Income 2018: -$6012018Revenue 2019: $675,044Expenses 2019: $49,558Net Income 2019: $625,4862019Revenue 2020: -$92,943Expenses 2020: $24,660Net Income 2020: -$117,6032020Revenue 2021: $3,543Expenses 2021: $66,555Net Income 2021: -$63,0122021Revenue 2022: $7,118Expenses 2022: $9,510Net Income 2022: -$2,3922022Revenue 2023: $12,618Expenses 2023: $19,395Net Income 2023: -$6,7772023Revenue 2024: $12,026Expenses 2024: $14,450Net Income 2024: -$2,4242024

Highlighted filing

2017

Revenue$27,994
Expenses$52,564
Net Income-$24,570
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 22, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM S SHANAHANPresident-$0--
Filing and Contact Details

Filer

Filer Name
Shanahan Family Foundation
EIN
13-3979302
Phone
6462074027
Address
58 SUNSWYCK ROAD, DARIEN, CT 06820

Signing Officer

Name
William Shanahan
Title
President
Phone
6462074027
Signed
2018-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Mariner Wealth Advisors
Address
1500 BROADWAY27TH FLOOR, NEW YORK, NY 10036
Preparer
Barbara Morea
Phone
2128695900
Raw XML Appendix355 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/RecipientBusinessName/BusinessNameLine1Txt3SUNSHINE GOLDEN RETRIEVER RESCUE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NEW BEDFORD WHALING MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WHITNEY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
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/RecipientUSAddress/AddressLine1Txt01067 PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 191321
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21037 SILVERMINE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt418 JOHNNY CAKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt599 GANSEVOORT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRIDGEPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW CANAAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PORT WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW BEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt049000
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/AppliedToCurrentYearAmt019880
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt057111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022037
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022037
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0195438
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032974
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt057111
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029120
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0217475
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0188355
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
TaxesSchedule/TaxesDetail/Amt099
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM SHANAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06462074027
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHANAHAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAN
ReturnHeader/Filer/EIN0133979302
ReturnHeader/Filer/PhoneNum06462074027
ReturnHeader/Filer/USAddress/AddressLine1Txt058 SUNSWYCK ROAD
ReturnHeader/Filer/USAddress/CityNm0DARIEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006820
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0884BA335D4D35F2A974E6B9BDD57EDC8CF8A42A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003AB843FEF09FBF65E18CC9B19D35C730754F3E6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0205.182.150.29
ReturnHeader/FilingSecurityInformation/IPDt02018-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:25:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800961545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARINER WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 BROADWAY27TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02128695900
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA MOREA
ReturnHeader/ReturnTs02018-05-22T08:28:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$7.21$0.00$7.21$0.12$0.14$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.24$0.00$7.24$0.13$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.07$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$0.00$7.33$0.04$0.67$0.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.96$0.00$7.96$0.93$0.25$1.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.25$0.00$9.25$6.75$0.50$6.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.10$2.88$0.50$0.51$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.28$0.53$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.01$0.53$0.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.06$0.66$0.59
2014Summary only. Only limited summary data is available for this year.$4.26$0.00$0.16$0.63$0.47
2013Summary only. Only limited summary data is available for this year.$4.73$0.00$0.91$0.88$0.03
2012Summary only. Only limited summary data is available for this year.$4.70$0.00$0.29$0.52$0.23
2011Summary only. Only limited summary data is available for this year.$4.97$0.00$0.16$0.27$0.11