Civic Intelligence

Julie and Michael Shields Foundation

990PF • Fiscal year 2024 • EIN 30-0399932

Jan 01, 2024 to Dec 31, 2024 • Filed on May 29, 2025

Organization Profile
4465 South Jones BlvdLas Vegas, NV 89103

(702) 553-1504

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$2,250

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

0.8%

Faster asset growth than 52% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$478,083

Up $3,989 (+0.8%) from 2023

Net Assets

Up

$478,083

Up $3,989 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin63rd percentile

Revenue

Down

$47,166

Down $12,624 (-21%) from 2023

Expenses

Down

$42,167

Down $2,853 (-6.3%) from 2023

Net Income

Down

$4,999

Down $9,771 (-66%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2011: $215,585Liabilities 2011: $0Net Assets 2011: $215,5852011Assets 2017: $412,214Liabilities 2017: $0Net Assets 2017: $412,2142017Assets 2018: $413,164Liabilities 2018: $0Net Assets 2018: $413,1642018Assets 2019: $431,196Liabilities 2019: $0Net Assets 2019: $431,1962019Assets 2020: $453,127Liabilities 2020: $0Net Assets 2020: $453,1272020Assets 2021: $462,013Liabilities 2021: $0Net Assets 2021: $462,0132021Assets 2022: $460,696Liabilities 2022: $0Net Assets 2022: $460,6962022Assets 2023: $474,094Liabilities 2023: $0Net Assets 2023: $474,0942023Assets 2024: $478,083Liabilities 2024: $0Net Assets 2024: $478,0832024

Highlighted filing

2024

Assets$478,083
Liabilities$0
Net Assets$478,083
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$60K$40K$20K$0Expenses 2011: $28,0402011Revenue 2017: $44,976Expenses 2017: $25,952Net Income 2017: $19,0242017Revenue 2018: $31,527Expenses 2018: $30,821Net Income 2018: $7062018Revenue 2019: $53,680Expenses 2019: $35,136Net Income 2019: $18,5442019Revenue 2020: $53,937Expenses 2020: $30,773Net Income 2020: $23,1642020Revenue 2021: $43,202Expenses 2021: $31,951Net Income 2021: $11,2512021Revenue 2022: $40,186Expenses 2022: $39,786Net Income 2022: $4002022Revenue 2023: $59,790Expenses 2023: $45,020Net Income 2023: $14,7702023Revenue 2024: $47,166Expenses 2024: $42,167Net Income 2024: $4,9992024

Highlighted filing

2024

Revenue$47,166
Expenses$42,167
Net Income$4,999
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 29, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PREMIER TRUSTTrustee-$2,250-$2,250
Filing and Contact Details

Filer

Filer Name
Julie and Michael Shields
EIN
30-0399932
Phone
7025531504
Address
4465 SOUTH JONES BLVD, LAS VEGAS, NV 89103

Signing Officer

Name
Premier Trust
Title
Trustee
Phone
7025531504
Signed
2025-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Dulin Ward & Dewald Inc
Address
9921 DUPONT CIRCLE DR W 300, FORT WAYNE, IN 46825-1610
Preparer
Carrie B Minnich CPA
Phone
2604232414
Raw XML Appendix270 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/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt041124
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033603
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028319
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026763
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01010
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - FSC SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05752
TaxesSchedule/TaxesDetail/Amt0539
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PREMIER TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07025531504
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIE AND MICHAEL SHIELDS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0300399932
ReturnHeader/Filer/PhoneNum07025531504
ReturnHeader/Filer/USAddress/AddressLine1Txt04465 SOUTH JONES BLVD
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351344820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DULIN WARD & DEWALD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09921 DUPONT CIRCLE DR W 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0468251610
ReturnHeader/PreparerPersonGrp/PhoneNum02604232414
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRIE B MINNICH CPA
ReturnHeader/ReturnTs02025-05-29T09:15:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,083
Liabilities
$0
Net assets
$478,083
Revenue
$47,166
Expenses
$42,167
Net income
$4,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.47$0.42$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.60$0.45$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.40$0.40$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.43$0.32$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.54$0.31$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.54$0.35$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.32$0.31$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.45$0.26$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.28