Civic Intelligence

Shockley Foundation

990PF • Fiscal year 2023 • EIN 39-6764154

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 22, 2024

Organization Profile
56 Kingsley CircleOrmond Beach, FL 32174

(386) 956-1806

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-55%

Higher net margin than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-5.9%

Faster asset growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

95%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$66,617

Down $4,167 (-5.9%) from 2022

Net Assets

Down

$66,617

Down $4,167 (-5.9%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Up

$7,623

Up $3,707 (+95%) from 2022

Expenses

Down

$11,790

Down $18,525 (-61%) from 2022

Net Income

Up

-$4,167

Up $22,232 (+84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$600K$400K$200K$0Assets 2010: $591,021Liabilities 2010: $0Net Assets 2010: $591,0212010Assets 2011: $515,804Liabilities 2011: $0Net Assets 2011: $515,8042011Assets 2012: $392,989Liabilities 2012: $02012Assets 2013: $281,752Liabilities 2013: $02013Assets 2014: $219,284Liabilities 2014: $02014Assets 2015: $127,641Liabilities 2015: $02015Assets 2017: $116,650Liabilities 2017: $0Net Assets 2017: $116,6502017Assets 2018: $112,229Liabilities 2018: $0Net Assets 2018: $112,2292018Assets 2019: $106,117Liabilities 2019: $1Net Assets 2019: $106,1172019Assets 2020: $107,887Liabilities 2020: $1Net Assets 2020: $107,8872020Assets 2021: $97,721Liabilities 2021: $1Net Assets 2021: $97,7212021Assets 2022: $70,784Liabilities 2022: $1Net Assets 2022: $70,7842022Assets 2023: $66,617Liabilities 2023: $1Net Assets 2023: $66,6172023Assets 2024: $68,568Liabilities 2024: $0Net Assets 2024: $68,5682024

Highlighted filing

2023

Assets$66,617
Liabilities$1
Net Assets$66,617
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $19,6942010Expenses 2011: $131,2232011Revenue 2012: $6,173Expenses 2012: $128,988Net Income 2012: -$122,8152012Revenue 2013: $69,905Expenses 2013: $181,142Net Income 2013: -$111,2372013Revenue 2014: $91,665Expenses 2014: $154,133Net Income 2014: -$62,4682014Revenue 2015: $94,085Expenses 2015: $185,728Net Income 2015: -$91,6432015Revenue 2017: $11,214Expenses 2017: $20,868Net Income 2017: -$9,6542017Revenue 2018: $4,205Expenses 2018: $8,626Net Income 2018: -$4,4212018Revenue 2019: $5,135Expenses 2019: $11,247Net Income 2019: -$6,1122019Revenue 2020: $13,849Expenses 2020: $12,079Net Income 2020: $1,7702020Revenue 2021: $10,005Expenses 2021: $20,171Net Income 2021: -$10,1662021Revenue 2022: $3,916Expenses 2022: $30,315Net Income 2022: -$26,3992022Revenue 2023: $7,623Expenses 2023: $11,790Net Income 2023: -$4,1672023Revenue 2024: $16,699Expenses 2024: $14,748Net Income 2024: $1,9512024

Highlighted filing

2023

Revenue$7,623
Expenses$11,790
Net Income-$4,167
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY K SHOCKLEYTrustee-$0--
SANDRA K SHOCKLEYTrustee-$0--
TONI K PETERSONTrustee-$0--
TODD L SHOCKLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shockley Foundation
EIN
39-6764154
Phone
3869561806
Address
56 KINGSLEY CIRCLE, ORMOND BEACH, FL 32174

Signing Officer

Name
Terry Shockley
Title
President
Phone
6087709440
Signed
2024-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Raw XML Appendix347 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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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-22
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRY
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ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,617
Liabilities
$1
Net assets
$66,617
Revenue
$7,623
Expenses
$11,790
Net income
-$4,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.17$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.08$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.30$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.10$0.20$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.14$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.11$0.21$0.10
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$0.94$1.86$0.92
2014Summary only. Only limited summary data is available for this year.$2.19$0.00$0.92$1.54$0.62
2013Summary only. Only limited summary data is available for this year.$2.82$0.00$0.70$1.81$1.11
2012Summary only. Only limited summary data is available for this year.$3.93$0.00$0.06$1.29$1.23
2011Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$1.31
2010Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.20