Civic Intelligence

Shaw-Burckhardt-Brenner Foundation Inc.

990PF • Fiscal year 2013 • EIN 23-7076297

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization Profile
C/O Hall Renderone American SquareRoom/Suite 200046282

(317) 977-1449

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

63rd percentile

9.6%

Higher net margin than 63% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

56th percentile

$1,420

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

47th percentile

0.7%

Faster asset growth than 47% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2011 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$774,409

Up $10,004 (+1.3%) from 2011

Net Assets

Up

$774,409

Up $10,004 (+1.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin63rd percentile

Revenue

$68,746

No earlier filing loaded for comparison.

Expenses

Down

$62,141

Down $18,864 (-23%) from 2011

Net Income

$6,605

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.0M$500K$0Assets 2010: $772,907Liabilities 2010: $0Net Assets 2010: $772,9072010Assets 2011: $764,405Liabilities 2011: $0Net Assets 2011: $764,4052011Assets 2013: $774,409Liabilities 2013: $0Net Assets 2013: $774,4092013Assets 2014: $808,706Liabilities 2014: $0Net Assets 2014: $808,7062014Assets 2015: $813,613Liabilities 2015: $0Net Assets 2015: $813,6132015Assets 2016: $837,461Liabilities 2016: $0Net Assets 2016: $837,4612016Assets 2017: $838,279Liabilities 2017: $0Net Assets 2017: $838,2792017Assets 2018: $820,305Liabilities 2018: $0Net Assets 2018: $820,3052018Assets 2019: $825,201Liabilities 2019: $0Net Assets 2019: $825,2012019Assets 2020: $790,850Liabilities 2020: $0Net Assets 2020: $790,8502020Assets 2021: $897,758Liabilities 2021: $0Net Assets 2021: $897,7582021Assets 2022: $867,051Liabilities 2022: $0Net Assets 2022: $867,0512022Assets 2023: $856,147Liabilities 2023: $0Net Assets 2023: $856,1472023Assets 2024: $875,657Liabilities 2024: $0Net Assets 2024: $875,6572024

Highlighted filing

2013

Assets$774,409
Liabilities$0
Net Assets$774,409
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $57,6342010Expenses 2011: $81,0052011Revenue 2013: $68,746Expenses 2013: $62,141Net Income 2013: $6,6052013Revenue 2014: $84,908Expenses 2014: $50,611Net Income 2014: $34,2972014Revenue 2015: $63,164Expenses 2015: $58,257Net Income 2015: $4,9072015Revenue 2016: $62,819Expenses 2016: $38,971Net Income 2016: $23,8482016Revenue 2017: $76,908Expenses 2017: $76,090Net Income 2017: $8182017Revenue 2018: $48,321Expenses 2018: $66,295Net Income 2018: -$17,9742018Revenue 2019: $59,232Expenses 2019: $54,336Net Income 2019: $4,8962019Revenue 2020: $22,771Expenses 2020: $57,122Net Income 2020: -$34,3512020Revenue 2021: $172,295Expenses 2021: $65,387Net Income 2021: $106,9082021Revenue 2022: $28,144Expenses 2022: $58,851Net Income 2022: -$30,7072022Revenue 2023: $46,710Expenses 2023: $57,614Net Income 2023: -$10,9042023Revenue 2024: $78,486Expenses 2024: $58,976Net Income 2024: $19,5102024

Highlighted filing

2013

Revenue$68,746
Expenses$62,141
Net Income$6,605
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE BACKERDirector-$0$1,420$1,420
THOMAS A JENKINSDirector-$0$96$96
CHRISTINE HAYES HICKEYDirector-$0--
DENNIS R JONESDirector-$0--
DOROTHEA GENETOSDirector-$0--
Filing and Contact Details

Filer

EIN
23-7076297
Phone
3179771449

Signing Officer

Name
Thomas a Jenkins
Title
Secretary
Phone
3179771449
Signed
2014-05-08

Preparer

Preparer
Michael P Merkel
Phone
3176348777
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1084912
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AARONS INC COM 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBOTT LABS 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ABERDEEN EMERGING MARKETS 956.023 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AFLAC INC 15 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AFLAC INC 35 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AFLAC INC 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AFLAC INC 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC COM 13 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ASSOCIATED BANC CORP 250 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT&T INC 175 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AT&T INC 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ATLAS AIR WORLDWIDE HLDGS INC NEW 20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ATLAS AIR WORLDWIDE HLDGS INC NEW 75
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BAKER HUGHES INC COM 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BAKER HUGHES INC COM 30 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BAXTER INTERNATIONAL INC 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BAXTER INTERNATIONAL INC 30 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BOEING CO COM 20 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BOEING CO COM 30 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BOEING COMPANY 75 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BROWN ADVISORY GROWTH EQUITY1358.696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BROWN ADVISORY GROWTH EQUITY 183.092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CALAMOS MKT NEUTRAL INC 754.262 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CALAMOS MKT NEUTRAL INC 309.119 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CAPITAL ONE FINL CORP COM 55 SG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHEVRON CORP 75 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CISCO SYSTEMS INC 15 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CISCO SYSTEMS INC 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CISCO SYSTEMS INC 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CISCO SYSTEMS INC 185 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CISCO SYSTEMS INC 85 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CLOUD PEAK ENERGY INC 155 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CLOUD PEAK ENERGY INC 215 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34COCA COLA COMPANY 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CONSTELLATION BRANDS INC 160 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CORNING INC COM 215 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CORNING INC COM 250 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CORNING INC COM 250 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CORNING INC COM 90 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40COVIDIEN PLC SHS NEW 55 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41COVIDIEN PLC SHS NEW 60 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CVS CAREMARK CORP 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CVS CAREMARK CORP 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DIAMOND HILL LONG-SHORT FD 634.656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DIAMOND HILL LONG-SHORT FD 48.006 S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DIAMOND HILL SMALL CAP FD I 573.199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DISNEY WALT CO DISNEY COM 5 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DISNEY WALT CO DISNEY COM 75 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EBAY INC COM 85 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50EXPRESS SCRIPTS HLDG CO 20 SG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51EXPRESS SCRIPTS HLDG CO 65 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52EXPRESS SCRIPTS HLDG CO 65 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53EXXON MOBIL CORP 25 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54EXXON MOBIL CORP 25 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55EXXON MOBIL CORP 75 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56FIFTH THIRD BANCORP 165 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57FIFTH THIRD BANCORP 300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58FRANKLIN RESOURCES INC 70 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59FRANKLIN RESOURCES INC 90 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GABELLI ABC FUND 18.282 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61GABELLI ABC FUND 361.071 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GABELLI ABC FUND 5.582 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GABELLI ABC FUND 996.016 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GABELLI ABC FUND 387.973 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GENERAL ELECTRIC 350 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66GOOGLE INC CL A 5 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67GOOGLE INC CL A 5 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68HANESBRANDS INC COM 10 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69HANESBRANDS INC COM 130 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70HANESBRANDS INC COM 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71HEWLETT PACKARD CO 185 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72HEWLETT PACKARD CO180 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73HOLOGIC INC COM 145 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74HOLOGIC INC COM 315 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75HONEYWELL INTL INC 60 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76HONEYWELL INTL INC 65 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77INTEL CORP 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78INTEL CORP 250 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79INTEL CORP 75 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ISHARES TR S&P MIDCAP 400 GR 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81KOHLS CORP COM 85 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MARATHON OIL CORP 125 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MATTEL INC 200 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MCDONALDS CORP 25 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MERCK & CO INC NEW 75 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MERCK & CO INC NEW 75 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MERIDIAN GROWTH FUND 52.319 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MERIDIAN GROWTH FUND 620.545 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89MICROSOFT CORPORATION 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90MICROSOFT CORPORATION 235 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91MICROSOFT CORPORATION 65 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92MOLSON COORS BREWING CL B NONV 160SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93NATIONAL OILWELL VARCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94NOKIA CORP SPONSORED ADR 1100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95NOKIA CORP SPONSORED ADR 1100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96NORFOLK SOUTHERN 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97NORFOLK SOUTHERN 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98OMEGA HEALTHCARE INVS INC 300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ORACLE CORPORATION 175 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100PENSKE AUTOMOTIVE GROUP INC 130 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101PENSKE AUTOMOTIVE GROUP INC 45 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102PEPSICO INC 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103PFIZER INC 275 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104PNC FINL SVCS GROUP INC COM 5 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105PNC FINL SVCS GROUP INC COM 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106PNC FINL SVCS GROUP INC COM 70 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107PPG INCUSTRIES INC 35 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108PPL CORP 185 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109PRINCIPAL FINANCIAL GROUP 115 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110PRINCIPAL FINANCIAL GROUP 130 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111QUALCOMM INC 30 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112QUALCOMM INC 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113QUALCOMM INC 65 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114ROYAL DUTCH SHELL PLC SPON ADR 10 SH

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$774,409
Liabilities
$0
Net assets
$774,409
Revenue
$68,746
Expenses
$62,141
Net income
$6,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.78$0.59$0.20
2023Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.47$0.58$0.11
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.28$0.59$0.31
2021Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$1.72$0.65$1.07
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.23$0.57$0.34
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.59$0.54$0.05
2018Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.48$0.66$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.77$0.76$0.01
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.63$0.39$0.24
2015Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.63$0.58$0.05
2014Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.85$0.51$0.34
2013Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.69$0.62$0.07
2011Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.81
2010Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.58
Peer Organizations

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