Civic Intelligence

The Harry Shapiro Charitable Foundation Inc.

990PF • Fiscal year 2015 • EIN 30-6458212

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 18, 2016

783 S Orange Avenue Suite 100Sarasota, FL 34236

(941) 364-5080

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$10,548

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$3,742,782

No earlier filing loaded for comparison.

Net Assets

$3,742,782

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$661,412

No earlier filing loaded for comparison.

Expenses

$314,329

No earlier filing loaded for comparison.

Net Income

$347,083

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,742,782Liabilities 2015: $0Net Assets 2015: $3,742,7822015Assets 2017: $3,575,415Liabilities 2017: $0Net Assets 2017: $3,575,4152017Assets 2018: $3,406,811Liabilities 2018: $0Net Assets 2018: $3,406,8112018Assets 2019: $3,197,310Liabilities 2019: $0Net Assets 2019: $3,197,3102019Assets 2020: $3,087,966Liabilities 2020: $0Net Assets 2020: $3,087,9662020Assets 2021: $2,998,543Liabilities 2021: $0Net Assets 2021: $2,998,5432021Assets 2022: $2,883,631Liabilities 2022: $0Net Assets 2022: $2,883,6312022Assets 2023: $2,827,327Liabilities 2023: $0Net Assets 2023: $2,827,3272023Assets 2024: $2,821,906Liabilities 2024: $0Net Assets 2024: $2,821,9062024

Highlighted filing

2015

Assets$3,742,782
Liabilities$0
Net Assets$3,742,782

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2015: $661,412Expenses 2015: $314,329Net Income 2015: $347,0832015Revenue 2017: $360,203Expenses 2017: $250,593Net Income 2017: $109,6102017Revenue 2018: $108,758Expenses 2018: $277,362Net Income 2018: -$168,6042018Revenue 2019: $18,010Expenses 2019: $227,511Net Income 2019: -$209,5012019Revenue 2020: $131,355Expenses 2020: $240,699Net Income 2020: -$109,3442020Revenue 2021: $183,813Expenses 2021: $273,236Net Income 2021: -$89,4232021Revenue 2022: $108,934Expenses 2022: $223,846Net Income 2022: -$114,9122022Revenue 2023: $218,575Expenses 2023: $274,879Net Income 2023: -$56,3042023Revenue 2024: $196,031Expenses 2024: $201,452Net Income 2024: -$5,4212024

Highlighted filing

2015

Revenue$661,412
Expenses$314,329
Net Income$347,083
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 18, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD P MAZORDirector-$10,548-$10,548
GRACE SHAPIROTrustee-$1,500-$1,500
SCOTT M KELLETPresident-$0--
SUSAN R MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Harry Shapiro Charitable
EIN
30-6458212
Phone
9413645080
Address
783 S ORANGE AVENUE SUITE 100, SARASOTA, FL 34236

Signing Officer

Name
Susan R Miller
Title
Director
Phone
9413645080
Signed
2016-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Plush Smith Pa
Address
2 N TAMIAMI TRL STE 506, SARASOTA, FL 34236-5587
Preparer
Carla Plush Smith
Phone
9419537587
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MONOTARO CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NASPERS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NESTLE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NOVO-NORDISK A-S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ROCHE HLDG AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SANDS CHINA LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SONOVA HOLDING AG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SYMRISE AG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TAIWAN SEMICONDUCTR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNILEVER PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02018816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt116978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB 4535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARLES SCHWAB 3558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01957523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt076566
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0161442
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0238008
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0238008
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06358
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06358
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0161442
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09638
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02409
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012048
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0191500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0191500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0423404
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt076508
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt076566
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0347083
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01985237
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt045933
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0161442
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0175932
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt051935
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt051935
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01316
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0201138
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0314329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0237950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0661412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09638
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt062018
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0122829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt075599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2243166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt572743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8109002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1011137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1126736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1415159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt158636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166476

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