Civic Intelligence

Daniel Shannon Charitable Trust

990PF • Fiscal year 2014 • EIN 26-6606046

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 06, 2015

Organization Profile
440 Stevens AveSolana Beach, CA 92075

(619) 296-8400

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$10,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 35.5% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$459,516

No earlier filing loaded for comparison.

Net Assets

$459,516

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin15th percentile

Revenue

$28,131

No earlier filing loaded for comparison.

Expenses

$36,205

No earlier filing loaded for comparison.

Net Income

-$8,074

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2014: $459,516Liabilities 2014: $0Net Assets 2014: $459,5162014Assets 2015: $450,016Liabilities 2015: $0Net Assets 2015: $450,0162015Assets 2016: $413,284Liabilities 2016: $0Net Assets 2016: $413,2842016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$459,516
Liabilities$0
Net Assets$459,516
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2014: $28,131Expenses 2014: $36,205Net Income 2014: -$8,0742014Revenue 2015: $44,242Expenses 2015: $51,449Net Income 2015: -$7,2072015Revenue 2016: $29,372Expenses 2016: $45,413Net Income 2016: -$16,0412016Revenue 2017: $26,637Expenses 2017: $358,040Net Income 2017: -$331,4032017

Highlighted filing

2014

Revenue$28,131
Expenses$36,205
Net Income-$8,074
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN NUNEZTrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Daniel Shannon Charitable Trust
EIN
26-6606046
Phone
6192968400
Address
440 STEVENS AVE, SOLANA BEACH, CA 92075

Signing Officer

Name
Steven Nunez
Title
Trustee
Signed
2015-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Jacqueline M Carpenter CPA
Address
7676 HAZARD CENTER DR STE 1150, SAN DIEGO, CA 92108
Preparer
Jacqueline M Carpenter
Phone
6198237805
Raw XML Appendix333 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/RecipientUSAddress/AddressLine1Txt0PO BOX 125010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11334 HARDIN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24431 Mt Herbert Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3121 HABITAT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4630 W 5TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53910 UNIVERSITY AVE STE 300-RC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EL CAJON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3AMERICUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd331709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019500
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/AppliedToCurrentYearAmt022712
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010104
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05797
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05797
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048230
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02920
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07433
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012924
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025632
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02920
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054027
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051107
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt017925
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt017925
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04767
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04767
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1189
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN NUNEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL SHANNON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0266606046
ReturnHeader/Filer/PhoneNum06192968400
ReturnHeader/Filer/USAddress/AddressLine1Txt0440 STEVENS AVE
ReturnHeader/Filer/USAddress/CityNm0SOLANA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACQUELINE M CARPENTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 HAZARD CENTER DR STE 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06198237805
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacqueline M Carpenter
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-06T09:05:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,516
Liabilities
$0
Net assets
$459,516
Revenue
$28,131
Expenses
$36,205
Net income
-$8,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.27$3.58$3.31
2016Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.29$0.45$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.44$0.51$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.28$0.36$0.08