Civic Intelligence

Shamrock Foundation C/O David a Wismer Jr

990PF • Fiscal year 2021 • EIN 31-1715049

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization Profile
15555 Highway 83Colorado Springs, CO 80921

(719) 495-8665

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

30th percentile

1.4%

Faster asset growth than 30% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

126%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,589,681

Up $92,515 (+1.4%) from 2020

Net Assets

Up

$6,589,681

Up $92,515 (+1.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin15th percentile

Revenue

Up

$552,805

Up $307,784 (+126%) from 2020

Expenses

Up

$613,190

Up $395,220 (+181%) from 2020

Net Income

Down

-$60,385

Down $87,436 (-323%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $6,003,355Liabilities 2014: $0Net Assets 2014: $6,003,3552014Assets 2015: $7,063,732Liabilities 2015: $0Net Assets 2015: $7,063,7322015Assets 2016: $6,645,723Liabilities 2016: $0Net Assets 2016: $6,645,7232016Assets 2017: $6,705,948Liabilities 2017: $0Net Assets 2017: $6,705,9482017Assets 2018: $6,623,615Liabilities 2018: $0Net Assets 2018: $6,623,6152018Assets 2019: $6,667,454Liabilities 2019: $0Net Assets 2019: $6,667,4542019Assets 2020: $6,497,166Liabilities 2020: $0Net Assets 2020: $6,497,1662020Assets 2021: $6,589,681Liabilities 2021: $0Net Assets 2021: $6,589,6812021Assets 2022: $6,250,238Liabilities 2022: $0Net Assets 2022: $6,250,2382022Assets 2023: $5,639,341Liabilities 2023: $0Net Assets 2023: $5,639,3412023Assets 2024: $6,320,534Liabilities 2024: $0Net Assets 2024: $6,320,5342024Assets 2025: $7,184,090Liabilities 2025: $0Net Assets 2025: $7,184,0902025

Highlighted filing

2021

Assets$6,589,681
Liabilities$0
Net Assets$6,589,681
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $736,757Expenses 2014: $442,938Net Income 2014: $293,8192014Revenue 2015: $499,819Expenses 2015: $517,595Net Income 2015: -$17,7762015Revenue 2016: $77,622Expenses 2016: $424,568Net Income 2016: -$346,9462016Revenue 2017: $437,835Expenses 2017: $355,175Net Income 2017: $82,6602017Revenue 2018: $582,070Expenses 2018: $490,535Net Income 2018: $91,5352018Revenue 2019: $237,237Expenses 2019: $342,831Net Income 2019: -$105,5942019Revenue 2020: $245,021Expenses 2020: $217,970Net Income 2020: $27,0512020Revenue 2021: $552,805Expenses 2021: $613,190Net Income 2021: -$60,3852021Revenue 2022: $396,076Expenses 2022: $390,292Net Income 2022: $5,7842022Revenue 2023: -$167,887Expenses 2023: $323,850Net Income 2023: -$491,7372023Revenue 2024: $617,857Expenses 2024: $375,402Net Income 2024: $242,4552024Revenue 2025: $914,305Expenses 2025: $458,013Net Income 2025: $456,2922025

Highlighted filing

2021

Revenue$552,805
Expenses$613,190
Net Income-$60,385
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A WISMERPresident/Treasurer-$0--
MARY ANNE WISMERSecretary-$0--
JENNIFER A LEACHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shamrock Foundation
EIN
31-1715049
In Care Of
% DAVID A WISMER JR
Phone
7194958665
Address
15555 HIGHWAY 83, COLORADO SPRINGS, CO 80921

Signing Officer

Name
David a Wismer Jr
Title
President
Phone
7196301186
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Stockman Kast Ryan & Co Llp
Address
102 N CASCADE AVENUE SUITE 400, COLORADO SPRINGS, CO 80903
Preparer
Doreen B Merz
Phone
7196301186
Raw XML Appendix337 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER A LEACH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SPRINGS RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE MASTERS COLLEGE AND SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST JUDE CHILDREN'S RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CSU PUEBLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7National Mill Dog rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 8585
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1214 Massachusetts Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211340 Black Forest Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35 W Las Vegas St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt421726 Placerita Canyon Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62200 Bonforte Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75335 J D Johnson Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Santa Clarita
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PUEBLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Peyton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491321
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd681001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd780831
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0576580
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/AppliedToCurrentYearAmt0379428
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030213
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0379428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0169424
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0169424
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0579065
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0169424
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0169424
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030213
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt029396
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029396
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1167
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0152900
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
TaxesSchedule/TaxesDetail/Amt0162
TaxesSchedule/TaxesDetail/Amt14400
TaxesSchedule/TaxesDetail/CategoryTxt0CONNECTICUT CORPORATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0162
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A WISMER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07196301186
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAMROCK FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID A WISMER JR
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
ReturnHeader/Filer/EIN0311715049
ReturnHeader/Filer/InCareOfNm0% DAVID A WISMER JR
ReturnHeader/Filer/PhoneNum07194958665
ReturnHeader/Filer/USAddress/AddressLine1Txt015555 HIGHWAY 83
ReturnHeader/Filer/USAddress/CityNm0COLORADO SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOCKMAN KAST RYAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 N CASCADE AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080903
ReturnHeader/PreparerPersonGrp/PhoneNum07196301186
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOREEN B MERZ
ReturnHeader/ReturnTs02022-02-09T15:38:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WISMER JR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,589,681
Liabilities
$0
Net assets
$6,589,681
Revenue
$552,805
Expenses
$613,190
Net income
-$60,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.91$0.46$0.46
2024Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.62$0.38$0.24
2023Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.17$0.32$0.49
2022Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.40$0.39$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.55$0.61$0.06
2020Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.25$0.22$0.03
2019Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.24$0.34$0.11
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.58$0.49$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.44$0.36$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.08$0.42$0.35
2015Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.50$0.52$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.74$0.44$0.29