Civic Intelligence

Shelley Family Foundation

990PF • Fiscal year 2014 • EIN 33-0810461

Feb 01, 2013 to Jan 31, 2014 • Filed on Feb 20, 2014

Organization Profile
72775 Frank Sinatra DriveRoom/Suite Su C92270

(760) 610-7900

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

86th percentile

27%

Faster asset growth than 86% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$666,373

Up $140,757 (+27%) from 2013

Net Assets

Up

$666,373

Up $140,757 (+27%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin96th percentile

Revenue

$180,719

No earlier filing loaded for comparison.

Expenses

Down

$39,962

Down $129,347 (-76%) from 2013

Net Income

$140,757

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $592,233Liabilities 2012: $0Net Assets 2012: $592,2332012Assets 2013: $525,616Liabilities 2013: $0Net Assets 2013: $525,6162013Assets 2014: $666,373Liabilities 2014: $0Net Assets 2014: $666,3732014Assets 2015: $772,531Liabilities 2015: $0Net Assets 2015: $772,5312015Assets 2016: $556,123Liabilities 2016: $0Net Assets 2016: $556,1232016Assets 2017: $839,213Liabilities 2017: $0Net Assets 2017: $839,2132017Assets 2018: $1,080,311Liabilities 2018: $0Net Assets 2018: $1,080,3112018Assets 2019: $1,040,725Liabilities 2019: $0Net Assets 2019: $1,040,7252019Assets 2020: $948,090Liabilities 2020: $0Net Assets 2020: $948,0902020Assets 2021: $885,926Liabilities 2021: $0Net Assets 2021: $885,9262021Assets 2022: $863,130Liabilities 2022: $0Net Assets 2022: $863,1302022Assets 2023: $787,656Liabilities 2023: $0Net Assets 2023: $787,6562023Assets 2024: $736,695Liabilities 2024: $0Net Assets 2024: $736,6952024Assets 2025: $802,413Liabilities 2025: $0Net Assets 2025: $802,4132025

Highlighted filing

2014

Assets$666,373
Liabilities$0
Net Assets$666,373
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2012: $02012Expenses 2013: $169,3092013Revenue 2014: $180,719Expenses 2014: $39,962Net Income 2014: $140,7572014Revenue 2015: $150,911Expenses 2015: $44,753Net Income 2015: $106,1582015Revenue 2016: -$171,780Expenses 2016: $44,628Net Income 2016: -$216,4082016Revenue 2017: $328,575Expenses 2017: $45,485Net Income 2017: $283,0902017Revenue 2018: $303,916Expenses 2018: $62,818Net Income 2018: $241,0982018Revenue 2019: $41,507Expenses 2019: $81,093Net Income 2019: -$39,5862019Revenue 2020: $10,066Expenses 2020: $102,701Net Income 2020: -$92,6352020Revenue 2021: $9,781Expenses 2021: $71,945Net Income 2021: -$62,1642021Revenue 2022: $80,482Expenses 2022: $103,278Net Income 2022: -$22,7962022Revenue 2023: $7,063Expenses 2023: $82,537Net Income 2023: -$75,4742023Revenue 2024: $22,335Expenses 2024: $73,296Net Income 2024: -$50,9612024Revenue 2025: $179,531Expenses 2025: $113,813Net Income 2025: $65,7182025

Highlighted filing

2014

Revenue$180,719
Expenses$39,962
Net Income$140,757
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Feb 20, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ETHEL SHELLEYTrusteePT$0--
Filing and Contact Details

Filer

EIN
33-0810461
Phone
7606107900

Signing Officer

Name
Ethel Shelley
Title
Trustee
Phone
7606107900
Signed
2014-02-20
Discuss with paid preparer
Yes

Preparer

Preparer
David a Cooper CPA
Phone
7606107900
Raw XML Appendix317 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt027250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1144917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3348978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt051087
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0DONATED ASSETS - FMV ADJUST
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011367
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt060
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0140757
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0666373
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0525616
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032703
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032703
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032751
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt048
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt048
IRS990PF/FMVAssetsEOYAmt0779331
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07606107900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1072775 FRANK SINATRA DR SU C
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0RANCHO MIRAGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode092270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10COMPASSIONATE FRIENDS OF LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11OPERA WORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12BOYSTOWN JERUSALEM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine20COMPASSIONATE FRIENDS OF LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine21OPERA WORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine22BOYSTOWN JERUSALEM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 67923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine119836 WHITE OAK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121PENN PLAZA STE 6250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20SUITE 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1NORTHRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode090067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode191325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode210119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036120
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/AppliedToCurrentYearAmt032703
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0137091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0162542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0303110
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03477
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0137091
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0162542
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036180
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03477
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0303110
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0299633
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DONATED ASSETS - FMV ADJUST
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011367
TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt060
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt022
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ETHEL SHELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07606107900
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHELLEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0330810461
ReturnHeader/Filer/PhoneNum07606107900
ReturnHeader/Filer/USAddress/AddressLine1072775 FRANK SINATRA DRIVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE SU C
ReturnHeader/Filer/USAddress/City0RANCHO MIRAGE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DAVID A COOPER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1072775 FRANK SINATRA DR STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RANCHO MIRAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0922703281
ReturnHeader/PreparerPersonGrp/PhoneNum07606107900
ReturnHeader/PreparerPersonGrp/PreparationDt02014-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A COOPER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-03-11T18:38:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-02-01
ReturnHeader/TaxPeriodEndDt02014-01-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$666,373
Liabilities
$0
Net assets
$666,373
Revenue
$180,719
Expenses
$39,962
Net income
$140,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.18$0.11$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.01$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.08$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01$0.07$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.01$0.10$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.30$0.06$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.33$0.05$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.17$0.04$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.15$0.04$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.18$0.04$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.17
2012Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.00