Civic Intelligence

The Harry Shapiro Charitable Foundation Inc.

990PF • Fiscal year 2017 • EIN 30-6458212

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
783 S Orange AveSarasota, FL 34236

(941) 364-5080

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$11,071

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

28th percentile

-2.3%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

11th percentile

-26%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,575,415

Down $167,367 (-4.5%) from 2015

Net Assets

Down

$3,575,415

Down $167,367 (-4.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin82nd percentile

Revenue

Down

$360,203

Down $301,209 (-46%) from 2015

Expenses

Down

$250,593

Down $63,736 (-20%) from 2015

Net Income

Down

$109,610

Down $237,473 (-68%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

2017

Assets$3,575,415
Liabilities$0
Net Assets$3,575,415
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

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

2017

Revenue$360,203
Expenses$250,593
Net Income$109,610
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD P MAZORDirector-$11,071-$11,071
SOYLA RAUSCHDirector-$0--
KERRY EDWARDSPresident/VI-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Donald P Mazor
Title
Director
Phone
9413645080
Signed
2018-11-15
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/StockNm58IMPERIAL OIL LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65KONE OYJ
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67KRAFT HEINZ COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MEAD JOHNSON NUTRITN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MERCK & CO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MITSUBISHI ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MONOTARO CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MTN GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NASPERS LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87OSHAUGHNESSY ENHANCED DIV FD 1
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PAYPAL HOLDINGS INCO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91PERRIGO CO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94PRICELINE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96QUALCOMM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97REYNOLDS AMERICAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98ROCHE HLDG AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SANDS CHINA LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SANOFI SPOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SAP SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SASOL LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SHIRE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108SONOVA HOLDING AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109SONOVA HOLDING AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111STERICYCLE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112SVENSKA HNDLSBNKN AB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113SYMRISE AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114SYSMEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115TAIWAN SEMICONDUCTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116TENARIS S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117TJX COOMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118TOTAL S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119TOWLE DEEP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120TRACTOR SUPPLY COMP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121TREEHOUSE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122TURKIYE GARNATI BK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123UNICHARM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126VERISK ANALYTICS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128VISA, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129VODAFONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130WEIBO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131WELLTOWER, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132WPP PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3251058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4210762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5475085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6190919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB 3558
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CROWN CASTLE INTL CO ( REIT)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7REALTY INCM CORP (REIT)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD FTSE DEVELOPED MRKT (ETF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD INTERMEDIATE TERM BD (ETF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD MID CAP GROWTH (ETF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VENTAS INC (REIT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13WELL TOWER INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0247218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1190290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2103200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3261114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4270889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5463818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6240521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt083162
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0211802
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0294964
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0294964
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05860
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05860
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt048263
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011071
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011071
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt065239
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt083162
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt083162
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0109610
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01498184
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0105
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0471
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0211802
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt065737
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt045432
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt045432
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01759
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0184905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt065688
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0250593
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0131425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0360203
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04905
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt065688
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt070593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt048263
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0109610
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03575415
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03465805
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03575415
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0188236
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0188236

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,575,415
Liabilities
$0
Net assets
$3,575,415
Revenue
$360,203
Expenses
$250,593
Net income
$109,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.20$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.22$0.27$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.11$0.22$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.18$0.27$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.13$0.24$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.02$0.23$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.11$0.28$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.36$0.25$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.66$0.31$0.35