Civic Intelligence

Shea Family Foundation

990PF • Fiscal year 2014 • EIN 26-3079362

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 20, 2015

3106 Dublin RdSuiteParker, TX 75002

(972) 509-9097

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

29th percentile

-5.9%

Higher net margin than 29% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

30th percentile

-2.6%

Faster asset growth than 30% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$964,557

Down $26,073 (-2.6%) from 2013

Net Assets

Down

$964,557

Down $26,073 (-2.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$48,872

Up $14,882 (+44%) from 2013

Expenses

Down

$51,743

Down $22,480 (-30%) from 2013

Net Income

Up

-$2,871

Up $37,362 (+93%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $990,630Liabilities 2013: $0Net Assets 2013: $990,6302013Assets 2014: $964,557Liabilities 2014: $0Net Assets 2014: $964,5572014Assets 2015: $907,410Liabilities 2015: $0Net Assets 2015: $907,4102015Assets 2016: $904,839Liabilities 2016: $0Net Assets 2016: $904,8392016Assets 2020: $787,739Liabilities 2020: $0Net Assets 2020: $787,7392020Assets 2021: $814,212Liabilities 2021: $0Net Assets 2021: $814,2122021Assets 2022: $662,499Liabilities 2022: $0Net Assets 2022: $662,4992022Assets 2023: $575,624Liabilities 2023: $0Net Assets 2023: $575,6242023Assets 2024: $949,997Liabilities 2024: $0Net Assets 2024: $949,9972024

Highlighted filing

2014

Assets$964,557
Liabilities$0
Net Assets$964,557

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $33,990Expenses 2013: $74,223Net Income 2013: -$40,2332013Revenue 2014: $48,872Expenses 2014: $51,743Net Income 2014: -$2,8712014Revenue 2015: $36,559Expenses 2015: $48,686Net Income 2015: -$12,1272015Revenue 2016: $17,716Expenses 2016: $61,553Net Income 2016: -$43,8372016Revenue 2020: $29,460Expenses 2020: $61,539Net Income 2020: -$32,0792020Revenue 2021: $93,298Expenses 2021: $66,825Net Income 2021: $26,4732021Revenue 2022: $43,706Expenses 2022: $195,253Net Income 2022: -$151,5472022Revenue 2023: $26,612Expenses 2023: $113,487Net Income 2023: -$86,8752023Revenue 2024: $452,350Expenses 2024: $77,977Net Income 2024: $374,3732024

Highlighted filing

2014

Revenue$48,872
Expenses$51,743
Net Income-$2,871
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 20, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie C SheaPresident/Treasurer-$0--
Nathan A SheaVice President/Secretary-$0--
Kelly BricenoDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shea Family Foundation
EIN
26-3079362
In Care Of
% BONNIE C SHEA
Phone
9725099097
Address
3106 Dublin Rd, Suite, Parker, TX 75002

Signing Officer

Name
Bonnie Shea
Title
President
Signed
2015-07-20

Preparer

Firm
Hein & Associates LLP
Address
13727 Noel Rd Ste 300, Dallas, TX 75240
Raw XML Appendix364 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/PersonNm0Bonnie C Shea
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0City of Parker
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KidLinks Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Cattle Baron's Ball
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ZimKids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Plano Police Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Treasure Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Notre Dame School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7State Fair of Texas Youth Livestock
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Special Olympics of Texas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Plano ISD Education Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Lake Highlands Women's League
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/RecipientRelationshipTxt6none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05700 E Parker Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15950 Berkshire Lane Suite 1401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt230 Highland Park Village Suite 216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt318 Roxbury Mountain Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 251124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52222 Welborn Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62018 Allen Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 150009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt87715 Chevy Chase Drive Suite 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92700 W 15th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO Box 38011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Parker
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Hobart
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Plano
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Plano
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313788
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd775315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd878752
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd975074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1075238
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt049000
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/AppliedToCurrentYearAmt028356
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020644
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt018388
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt018388
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt018388
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016924
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020644
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0JP MORGAN MGMT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02093
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Non-Dividend
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0163
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0163
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0852
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1-25000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2905
OtherIncreasesSchedule/OtherIncreasesDetail/Amt341
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1GIFT NOT CASHED UNTIL 2015
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2ADJUSTMENT ON GAIN-JPMORGAN
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3YEAR-END ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0255
TaxesSchedule/TaxesDetail/Amt1395
TaxesSchedule/TaxesDetail/CategoryTxt0INVESTMENT INCOME EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES W/D-JPMORGAN
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0255
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1395
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonnie Shea
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shea Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHEA
ReturnHeader/Filer/EIN0263079362
ReturnHeader/Filer/InCareOfNm0% BONNIE C SHEA
ReturnHeader/Filer/PhoneNum09725099097
ReturnHeader/Filer/USAddress/AddressLine1Txt03106 Dublin Rd
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0Parker
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hein & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013727 Noel Rd Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075240
ReturnHeader/ReturnTs02015-07-20T14:27:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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