Civic Intelligence

Daniel Shannon Charitable Trust

990PF • Fiscal year 2016 • EIN 26-6606046

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 07, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-55%

Higher net margin than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$10,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-8.2%

Faster asset growth than 30% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-34%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$413,284

Down $36,732 (-8.2%) from 2015

Net Assets

Down

$413,284

Down $36,732 (-8.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Down

$29,372

Down $14,870 (-34%) from 2015

Expenses

Down

$45,413

Down $6,036 (-12%) from 2015

Net Income

Down

-$16,041

Down $8,834 (-123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2016

Assets$413,284
Liabilities$0
Net Assets$413,284
Open 2016 Filing

Operations Trend

Revenue Growth16th 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

2016

Revenue$29,372
Expenses$45,413
Net Income-$16,041
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd 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
2017-08-07
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 Appendix376 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021001
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06592
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0OLD MISSION ROTARY CLUB FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JOHN MUIR ASSOCIATION OF PARENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2REALITY CHANGERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SAN DIEGO EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4BOY SCOUTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CALIF RURAL LEGAL ASSIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6UNIV CALIF RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7HAWTHORN SEMINAR FOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8HAWTHORN ELEM PTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9HUGS AND BAGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01334 HARDIN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14431 Mt Herbert Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23910 UNIVERSITY AVE STE 300-RC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34100 NORMAL STREET 3251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41207 UPAS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51430 FRANKLIN ST 103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6900 UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 17834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84750 LEHRER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt94TH AND BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EL CAJON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692521
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029250
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/AppliedToCurrentYearAmt021458
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010104
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014849
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014849
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050882
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013057
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02920
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07433
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034515
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013057
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065731
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052674
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt017925
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt017925
OtherDecreasesSchedule/OtherDecreasesDetail/Amt020691
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05574
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05574
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1145
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt3150
TaxesSchedule/TaxesDetail/Amt429
TaxesSchedule/TaxesDetail/CategoryTxt0ATTY GEN RRF 1
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt2FTB
TaxesSchedule/TaxesDetail/CategoryTxt3US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt4US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0145
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN NUNEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-07
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/ReturnTs02017-08-07T08:22:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$413,284
Liabilities
$0
Net assets
$413,284
Revenue
$29,372
Expenses
$45,413
Net income
-$16,041
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