Civic Intelligence

Shea-Robert Sheahan Charitable Trust

990PF • Fiscal year 2016 • EIN 26-6776848

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
8824 Katherine AvePanorama City, CA 91402

(818) 810-5928

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$25,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

57th percentile

2.5%

Faster asset growth than 57% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

278%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,144,827

Up $52,724 (+2.5%) from 2015

Net Assets

Up

$2,144,827

Up $52,724 (+2.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin87th percentile

Revenue

Up

$140,154

Up $103,091 (+278%) from 2015

Expenses

Down

$87,430

Down $40,699 (-32%) from 2015

Net Income

Up

$52,724

Up $143,790 (+158%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,109,619Liabilities 2013: $5,000Net Assets 2013: $3,104,6192013Assets 2014: $2,183,168Liabilities 2014: $0Net Assets 2014: $2,183,1682014Assets 2015: $2,092,103Liabilities 2015: $0Net Assets 2015: $2,092,1032015Assets 2016: $2,144,827Liabilities 2016: $0Net Assets 2016: $2,144,8272016Assets 2017: $2,130,670Liabilities 2017: $0Net Assets 2017: $2,130,6702017Assets 2018: $2,076,939Liabilities 2018: $0Net Assets 2018: $2,076,9392018Assets 2019: $2,091,578Liabilities 2019: $0Net Assets 2019: $2,091,5782019Assets 2020: $2,111,261Liabilities 2020: $0Net Assets 2020: $2,111,2612020Assets 2021: $2,166,901Liabilities 2021: $0Net Assets 2021: $2,166,9012021Assets 2022: $2,066,748Liabilities 2022: $0Net Assets 2022: $2,066,7482022Assets 2024: $2,079,879Liabilities 2024: $0Net Assets 2024: $2,079,8792024

Highlighted filing

2016

Assets$2,144,827
Liabilities$0
Net Assets$2,144,827
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$500K$0-$500K-$1.0MRevenue 2013: $32,757Expenses 2013: $13,814Net Income 2013: $18,9432013Revenue 2014: -$825,134Expenses 2014: $96,326Net Income 2014: -$921,4602014Revenue 2015: $37,063Expenses 2015: $128,129Net Income 2015: -$91,0662015Revenue 2016: $140,154Expenses 2016: $87,430Net Income 2016: $52,7242016Revenue 2017: $70,725Expenses 2017: $84,882Net Income 2017: -$14,1572017Revenue 2018: $98,094Expenses 2018: $151,825Net Income 2018: -$53,7312018Revenue 2019: $105,734Expenses 2019: $91,095Net Income 2019: $14,6392019Revenue 2020: $117,368Expenses 2020: $97,685Net Income 2020: $19,6832020Revenue 2021: $185,876Expenses 2021: $130,236Net Income 2021: $55,6402021Revenue 2022: $66,345Expenses 2022: $167,197Net Income 2022: -$100,8522022Revenue 2024: $83,068Expenses 2024: $109,812Net Income 2024: -$26,7442024

Highlighted filing

2016

Revenue$140,154
Expenses$87,430
Net Income$52,724
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY E BOCKTrusteePT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
Shea-robert Sheahan Charitable Trust
EIN
26-6776848
Phone
8188105928
Address
8824 KATHERINE AVE, PANORAMA CITY, CA 91402

Signing Officer

Name
Mary E Bock
Title
Trustee
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Turner Cleary & Robinson Inc CPAs
Address
30300 Agoura Rd STE 250, Agoura Hills, CA 91301
Preparer
Glenn D Robinson
Phone
8189911120
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/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08824 KATHERINE AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PANORAMA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0914022550
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY E BOCK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08188105928
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt049561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSISTANCE TO FAMILIES AFFECTED BY MUSCULAR DYSTROPHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MDA - MYOTONIC RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05836 CORPORATE AVE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CYPRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090630
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt049561
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/AppliedToCurrentYearAmt037869
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt049561
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0103645
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt087430
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt065776
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049561
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt072
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt08818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JP MORGAN #61765 - MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt08818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08818
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0749
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1375
TaxesSchedule/TaxesDetail/Amt0749
TaxesSchedule/TaxesDetail/Amt1375
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL FORM 990-PF (2015)
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0749
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1375
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY E BOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEA-ROBERT SHEAHAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEA
ReturnHeader/Filer/EIN0266776848
ReturnHeader/Filer/PhoneNum08188105928
ReturnHeader/Filer/USAddress/AddressLine1Txt08824 KATHERINE AVE
ReturnHeader/Filer/USAddress/CityNm0PANORAMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Turner Cleary & Robinson Inc CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030300 Agoura Rd STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Agoura Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091301
ReturnHeader/PreparerPersonGrp/PhoneNum08189911120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN D ROBINSON
ReturnHeader/ReturnTs02017-11-15T14:47:16-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,144,827
Liabilities
$0
Net assets
$2,144,827
Revenue
$140,154
Expenses
$87,430
Net income
$52,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.07$0.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.19$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.12$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.11$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.10$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.07$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.14$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.04$0.13$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.83$0.10$0.92
2013Detailed filing. Detailed filing data is available for this year.$3.11$0.01$3.10$0.03$0.01$0.02