Civic Intelligence

The Shore Fund

990PF • Fiscal year 2023 • EIN 25-6220659

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 23, 2024

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-0023

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$46,087

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

37th percentile

0.1%

Faster asset growth than 37% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

77%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,506,490

Up $9,292 (+0.1%) from 2022

Net Assets

Up

$7,506,490

Up $9,292 (+0.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin45th percentile

Revenue

Up

$477,175

Up $206,877 (+77%) from 2022

Expenses

Down

$471,899

Down $46,120 (-8.9%) from 2022

Net Income

Up

$5,276

Up $252,997 (+102%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,998,751Liabilities 2020: $0Net Assets 2020: $6,998,7512020Assets 2021: $7,746,765Liabilities 2021: $0Net Assets 2021: $7,746,7652021Assets 2022: $7,497,198Liabilities 2022: $0Net Assets 2022: $7,497,1982022Assets 2023: $7,506,490Liabilities 2023: $0Net Assets 2023: $7,506,4902023Assets 2024: $7,586,457Liabilities 2024: $0Net Assets 2024: $7,586,4572024

Highlighted filing

2023

Assets$7,506,490
Liabilities$0
Net Assets$7,506,490
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $278,345Expenses 2020: $443,578Net Income 2020: -$165,2332020Revenue 2021: $1,226,932Expenses 2021: $473,077Net Income 2021: $753,8552021Revenue 2022: $270,298Expenses 2022: $518,019Net Income 2022: -$247,7212022Revenue 2023: $477,175Expenses 2023: $471,899Net Income 2023: $5,2762023Revenue 2024: $522,614Expenses 2024: $441,964Net Income 2024: $80,6502024

Highlighted filing

2023

Revenue$477,175
Expenses$471,899
Net Income$5,276
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 23, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$46,087-$46,087
MARGARET F BLACKBURNCo-Trustee-$0--
CHRISTINE WAGNERCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTH CAROLINA COMMUNITY FOUNDATIONGENERAL OPERATINGPCWILMINGTON, NC, US$200,000
Paid GrantCOLLIER COMMUNITY FDNGENERAL OPERATINGPCNAPLES, FL, US$136,000
Paid GrantTHE CHICAGO FOUNDATIONGENERAL OPERATINGPCRIVER FOREST, IL, US$18,000
Paid GrantTUCKER COMMUNITY FOUNDATIONGENERAL OPERATINGPCPARSONS, WV, US$18,000
Paid GrantANN & PAUL MCKEAN FAMILY FUNDGENERAL OPERATINGPCPITTSBURGH, PA, US$18,000
Paid GrantTHE MASTERS SCHOOLGENERAL OPERATINGPCDOBBS FERRY, NY, US$10,000
Paid GrantMARGARET ANNA MCKEAN CHARITABLE FUNDGENERAL OPERATINGPCPITTSBURGH, PA, US$4,000
Paid GrantMCKEAN III CHARITABLE FUNDGENERAL OPERATINGPCPITTSBURGH, PA, US$4,000
Filing and Contact Details

Filer

Filer Name
The Shore Fund
EIN
25-6220659
Phone
4122340023
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122340023
Signed
2024-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd79AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd81AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0204748
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0269798
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0REFUND OF LEGAL FE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02629

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,506,490
Liabilities
$0
Net assets
$7,506,490
Revenue
$477,175
Expenses
$471,899
Net income
$5,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.52$0.44$0.08
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.48$0.47$0.01
2022Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.27$0.52$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$1.23$0.47$0.75
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.28$0.44$0.17