Civic Intelligence

Shea-Robert Sheahan Charitable Trust

990PF • Fiscal year 2019 • EIN 26-6776848

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
9317 Road 35Mancos, CO 81328

(619) 820-9200

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$25,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

7.8%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,091,578

Up $14,639 (+0.7%) from 2018

Net Assets

Up

$2,091,578

Up $14,639 (+0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin69th percentile

Revenue

Up

$105,734

Up $7,640 (+7.8%) from 2018

Expenses

Down

$91,095

Down $60,730 (-40%) from 2018

Net Income

Up

$14,639

Up $68,370 (+127%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2019

Assets$2,091,578
Liabilities$0
Net Assets$2,091,578
Open 2019 Filing

Operations Trend

Revenue Growth60th 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

2019

Revenue$105,734
Expenses$91,095
Net Income$14,639
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay51st 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
6198209200
Address
9317 ROAD 35, MANCOS, CO 81328

Signing Officer

Name
Mary E Bock
Title
Trustee
Phone
6198209200
Signed
2020-11-16
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 Appendix343 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY E BOCK
IRS990PF/StatementsRegardingActyGrp/PhoneNum06198209200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSISTANCE TO FAMILIES AFFECTED BY MUSCULAR DYSTROPHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT FOR QUALITY OF LIFE FOR FAMILIES LIVING WITH CHRONIC DISEASES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSISTANCE TO ELDERLY & SPECIAL CARE PATIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MDA - MYOTONIC RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1A HEALTHY LIFE FOR EVERYONE AH-LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VILLA SCALABRINI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05836 CORPORATE AVE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13737 Vigilance Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210631 VINEDALE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CYPRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rancho Palos Verdes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SUN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291352
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044330
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/AppliedToCurrentYearAmt046765
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt044330
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107266
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091095
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt060501
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0274
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt114791
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0274
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt114791
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JP MORGAN #61765 - COHEN & STEERS COST A
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1JP MORGAN #61765 - MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0274
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt114791
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0274
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt114791
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt025
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt110
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2425
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt32000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt4330
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2425
TaxesSchedule/TaxesDetail/Amt32000
TaxesSchedule/TaxesDetail/Amt4330
TaxesSchedule/TaxesDetail/CategoryTxt0CA AG FORM RRF (2018)
TaxesSchedule/TaxesDetail/CategoryTxt1CA FORM 199 (2019 EST)
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL FORM 990-PF BAL DUE (2018)
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL FORM 990-PF EST (2019)
TaxesSchedule/TaxesDetail/CategoryTxt4FOREIGN TAX PAID ON FOREIGN DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2425
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt32000
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt4330
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY E BOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06198209200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEA-ROBERT SHEAHAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEA
ReturnHeader/Filer/EIN0266776848
ReturnHeader/Filer/PhoneNum06198209200
ReturnHeader/Filer/USAddress/AddressLine1Txt09317 ROAD 35
ReturnHeader/Filer/USAddress/CityNm0MANCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081328
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953881352
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/ReturnTs02020-11-16T16:15:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,091,578
Liabilities
$0
Net assets
$2,091,578
Revenue
$105,734
Expenses
$91,095
Net income
$14,639
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
2019Detailed filing. Detailed filing data is available for this year.$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