Civic Intelligence

Bryan Shaw Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 20-6774922

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 12, 2018

110 Cheyenne TrailMalvern, OH 44644

(330) 802-7429

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

96th percentile

76%

Higher net margin than 96% 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

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

99th percentile

2653%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Up

$313,971

Up $52,853 (+20%) from 2016

Net Assets

Up

$298,971

Up $51,523 (+21%) from 2016

Liabilities

Up

$15,000

Up $1,330 (+9.7%) from 2016

Revenue

Up

$67,933

Up $65,465 (+2653%) from 2016

Expenses

Up

$16,410

Up $1,293 (+8.6%) from 2016

Net Income

Up

$51,523

Up $64,172 (+507%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $203,939Liabilities 2011: $02011Assets 2012: $222,607Liabilities 2012: $02012Assets 2013: $231,211Liabilities 2013: $0Net Assets 2013: $231,2112013Assets 2014: $225,804Liabilities 2014: $0Net Assets 2014: $225,8042014Assets 2015: $260,128Liabilities 2015: $0Net Assets 2015: $260,1282015Assets 2016: $261,118Liabilities 2016: $13,670Net Assets 2016: $247,4482016Assets 2017: $313,971Liabilities 2017: $15,000Net Assets 2017: $298,9712017Assets 2018: $291,583Liabilities 2018: $100Net Assets 2018: $291,4832018Assets 2019: $349,875Liabilities 2019: $12,417Net Assets 2019: $337,4582019Assets 2020: $342,280Liabilities 2020: $14,133Net Assets 2020: $328,1472020Assets 2021: $319,005Liabilities 2021: $12021Assets 2022: $366,382Liabilities 2022: $0Net Assets 2022: $366,3832022Assets 2023: $364,629Liabilities 2023: $12023Assets 2024: $362,285Liabilities 2024: $10,000Net Assets 2024: $352,2852024

Highlighted filing

2017

Assets$313,971
Liabilities$15,000
Net Assets$298,971

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $1,674Expenses 2011: $9,632Net Income 2011: -$7,9582011Revenue 2012: $28,777Expenses 2012: $10,109Net Income 2012: $18,6682012Revenue 2013: $20,957Expenses 2013: $11,824Net Income 2013: $9,1332013Revenue 2014: $10,266Expenses 2014: $15,289Net Income 2014: -$5,0232014Revenue 2015: $50,681Expenses 2015: $16,280Net Income 2015: $34,4012015Revenue 2016: $2,468Expenses 2016: $15,117Net Income 2016: -$12,6492016Revenue 2017: $67,933Expenses 2017: $16,410Net Income 2017: $51,5232017Revenue 2018: $9,590Expenses 2018: $16,830Net Income 2018: -$7,2402018Revenue 2019: $64,198Expenses 2019: $17,877Net Income 2019: $46,3212019Revenue 2020: $7,220Expenses 2020: $16,355Net Income 2020: -$9,1352020Revenue 2021: $11,182Expenses 2021: $20,307Net Income 2021: -$9,1252021Revenue 2022: $6,993Expenses 2022: $20,652Net Income 2022: -$13,6592022Revenue 2023: $20,680Expenses 2023: $22,130Net Income 2023: -$1,4502023Revenue 2024: $10,755Expenses 2024: $23,099Net Income 2024: -$12,3442024

Highlighted filing

2017

Revenue$67,933
Expenses$16,410
Net Income$51,523
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 12, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN T SHAWCo-Trustee-$0--
KATHY J SHAWCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Bryan Shaw Family Charitable Founda
EIN
20-6774922
Phone
3308027429
Address
110 CHEYENNE TRAIL, MALVERN, OH 44644

Signing Officer

Name
Bryan T Shaw
Title
Co-trustee
Signed
2018-09-12

Preparer

Firm
D'ANNIBALLE & COMPANY INC
Address
2720 SUNSET BLVD, STEUBENVILLE, OH 43952
Preparer
DAVID E D'ANNIBALLE
Phone
7402647173
Raw XML Appendix349 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRYAN T SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHY J SHAW
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0110 CHEYENNE TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1110 CHEYENNE TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MALVERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MALVERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0446449563
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1446449563
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt013531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt014139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt013598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt09350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.036614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.036120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0312781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0279610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0284863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0272207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0255365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0211792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.216307
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRYAN T SHAW
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0110 CHEYENNE TRAIL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MALVERN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0446449563
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03308027429
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRYAN T SHAW
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1KATHY J SHAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0YOUTH ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARROLLTON WRESTLING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARROLLTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044615
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014000
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/AppliedToCurrentYearAmt050
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013950
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014329
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014279
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013950
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0280
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0280
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11407
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11407
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt013670
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OUTSTANDING CHECKS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015000
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt053
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN T SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRYAN SHAW FAMILY CHARITABLE FOUNDA
ReturnHeader/Filer/BusinessNameControlTxt0BRYA
ReturnHeader/Filer/EIN0206774922
ReturnHeader/Filer/PhoneNum03308027429
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 CHEYENNE TRAIL
ReturnHeader/Filer/USAddress/CityNm0MALVERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044644
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId086C3CF2A11FF907890E62668A9FE4BD6B79FD58C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId018B7465A1B7F6C0804FD4AC67DF2F1ED07CDC368
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.145.38.225
ReturnHeader/FilingSecurityInformation/IPDt02018-09-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:31:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341687312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D'ANNIBALLE & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02720 SUNSET BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STEUBENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043952
ReturnHeader/PreparerPersonGrp/PhoneNum07402647173
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID E D'ANNIBALLE
ReturnHeader/ReturnTs02018-09-17T13:31:49-04:00
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
2024Detailed filing. Detailed filing data is available for this year.$3.62$0.10$3.52$0.11$0.23$0.12
2023Summary only. Only limited summary data is available for this year.$3.65$0.00$0.21$0.22$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.07$0.21$0.14
2021Summary only. Only limited summary data is available for this year.$3.19$0.00$0.11$0.20$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.14$3.28$0.07$0.16$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.12$3.37$0.64$0.18$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.91$0.10$0.17$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.15$2.99$0.68$0.16$0.52
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.14$2.47$0.02$0.15$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.51$0.16$0.34
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.10$0.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.21$0.12$0.09
2012Summary only. Only limited summary data is available for this year.$2.23$0.00$0.29$0.10$0.19
2011Summary only. Only limited summary data is available for this year.$2.04$0.00$0.02$0.10$0.08