Civic Intelligence

Daniel Shannon Charitable Trust

990PF • Fiscal year 2015 • EIN 26-6606046

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$12,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-2.1%

Faster asset growth than 42% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$450,016

Down $9,500 (-2.1%) from 2014

Net Assets

Down

$450,016

Down $9,500 (-2.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin21st percentile

Revenue

Up

$44,242

Up $16,111 (+57%) from 2014

Expenses

Up

$51,449

Up $15,244 (+42%) from 2014

Net Income

Up

-$7,207

Up $867 (+11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2015

Assets$450,016
Liabilities$0
Net Assets$450,016
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

2015

Revenue$44,242
Expenses$51,449
Net Income-$7,207
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN NUNEZTrustee-$12,000-$12,000
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
2016-08-09
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 Appendix370 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/RecipientPersonNm2HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LOS ANGELES LIBRARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4REALITY CHANGERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SAN DIEGO EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6BOY SCOUTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7WOMEN WONDER WRITERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8COLUMBIA LAW SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NON PROFIT ORGANIZATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14431 Mt Herbert Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2121 HABITAT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3630 W 5TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43910 UNIVERSITY AVE STE 300-RC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54100 NORMAL STREET 3251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61207 UPAS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt78172 MAGNOLIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8435 W 116TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EL CAJON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2AMERICUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092020
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd231709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810027
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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/AppliedToCurrentYearAmt022546
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010104
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052674
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02920
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07433
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014849
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039914
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017368
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065598
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048230
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF DONALD SHANNON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O 440 STEVENS AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOLANA BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092075
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015220
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt017925
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt017925
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05168
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05168
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2150
TaxesSchedule/TaxesDetail/Amt3217
TaxesSchedule/TaxesDetail/CategoryTxt0ATTY GEN RRF 1
TaxesSchedule/TaxesDetail/CategoryTxt1FTB
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt3US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN NUNEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-09
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/ReturnTs02016-08-09T07:31:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$450,016
Liabilities
$0
Net assets
$450,016
Revenue
$44,242
Expenses
$51,449
Net income
-$7,207
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