Civic Intelligence

Shamrock Foundation

990PF • Fiscal year 2010 • EIN 41-1893618

Jul 01, 2009 to Jun 30, 2010 • Filed on Feb 15, 2011

21955 Minnetonka Blvd55331
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$624,411

No earlier filing loaded for comparison.

Net Assets

$624,411

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$40,889

No earlier filing loaded for comparison.

Net Income

-

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.

$800K$600K$400K$200K$0Assets 2010: $624,411Liabilities 2010: $0Net Assets 2010: $624,4112010Assets 2011: $609,467Liabilities 2011: $0Net Assets 2011: $609,4672011Assets 2012: $591,956Liabilities 2012: $0Net Assets 2012: $591,9562012Assets 2013: $594,906Liabilities 2013: $0Net Assets 2013: $594,9062013Assets 2014: $606,428Liabilities 2014: $0Net Assets 2014: $606,4282014Assets 2015: $588,811Liabilities 2015: $0Net Assets 2015: $588,8112015Assets 2016: $577,836Liabilities 2016: $686Net Assets 2016: $577,1502016Assets 2017: $558,290Liabilities 2017: $670Net Assets 2017: $557,6202017Assets 2018: $558,513Liabilities 2018: $0Net Assets 2018: $558,5132018Assets 2019: $537,563Liabilities 2019: $0Net Assets 2019: $537,5632019Assets 2020: $493,615Liabilities 2020: $0Net Assets 2020: $493,6152020Assets 2021: $451,946Liabilities 2021: $0Net Assets 2021: $451,9462021Assets 2022: $412,089Liabilities 2022: $0Net Assets 2022: $412,0892022Assets 2023: $382,054Liabilities 2023: $0Net Assets 2023: $382,0542023Assets 2024: $349,900Liabilities 2024: $0Net Assets 2024: $349,9002024

Highlighted filing

2010

Assets$624,411
Liabilities$0
Net Assets$624,411

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $40,8892010Expenses 2011: $42,0082011Expenses 2012: $42,1382012Expenses 2013: $43,8182013Revenue 2014: $61,507Expenses 2014: $49,985Net Income 2014: $11,5222014Revenue 2015: $34,401Expenses 2015: $52,018Net Income 2015: -$17,6172015Revenue 2016: $36,085Expenses 2016: $47,746Net Income 2016: -$11,6612016Revenue 2017: $33,106Expenses 2017: $52,636Net Income 2017: -$19,5302017Revenue 2018: $52,921Expenses 2018: $52,028Net Income 2018: $8932018Revenue 2019: $33,341Expenses 2019: $54,291Net Income 2019: -$20,9502019Revenue 2020: $211Expenses 2020: $44,159Net Income 2020: -$43,9482020Revenue 2021: $10,494Expenses 2021: $52,163Net Income 2021: -$41,6692021Revenue 2022: $25,781Expenses 2022: $65,638Net Income 2022: -$39,8572022Revenue 2023: $23,844Expenses 2023: $53,879Net Income 2023: -$30,0352023Revenue 2024: $20,163Expenses 2024: $52,317Net Income 2024: -$32,1542024

Highlighted filing

2010

Revenue-
Expenses$40,889
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Feb 15, 2011
Return Version
2009v1.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN SLATTERYPresident-$0--
WILLIAM SLATTERYSec/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO HELP THE ORGANIZATION-VICTORIA MN, MN, US$20,000
Paid Grant-TO HELP THE ORGANIZATION-MINNEAPOLIS MN, MN, US$5,000
Paid Grant-TO HELP THE ORGANIZATION-MINNEAPOLIS, MN, US$4,000
Paid Grant-TO HELP THE ORGANIZATION-ST LOUIS PARK MN, MN, US$4,000
Paid Grant-TO HELP THE ORGANIZATION-MINNEAPOLIS MN, MN, US$4,000
Paid Grant-TO HELP THE ORGANIZATION-BARRINGTON IL, IL, US$2,000
Filing and Contact Details

Filer

EIN
41-1893618
Raw XML Appendix350 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/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-11778
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0277784
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOAN SLATTERY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WILLIAM SLATTERY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Sec/Treas
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1121955 MINNETONKA BLVD 5
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ORENSTEIN JENNIGES & BRONSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06123741234
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102600 WAYZATA BLVD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MINNEAPOLIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode055405
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IRS990PF/SummaryOfDirectCharitableActy/Description10GENERAL PHILANTHROPIC ACTIVITIES
IRS990PF/SummaryOfDirectCharitableActy/Expenses101889
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JOAN SLATTERY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09524708635
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1021955 MINNETONKA BLVD 5
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode055391
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount34000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount420000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount54000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO HELP THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO HELP THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO HELP THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO HELP THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4TO HELP THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5TO HELP THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0URBAN VENTURES LEADERSHIP FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1ELIZABETH STAVROS MEMORIAL FUN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2RISEN CHRIST SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3PERSPECTIVES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4HOLY FAMILY CATHOLIC H S
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5INTERNATIONAL VILLAGE CLINIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103041 4TH AVENUE SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11128 COOLIDGE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123800 PLEASANT AVENUE SO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133381 GORHAM AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine148101 KOCHIA LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153709 CANTERBURY DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BARRINGTON IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MINNEAPOLIS MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ST LOUIS PARK MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4VICTORIA MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MINNEAPOLIS MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode055408
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode160010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode255409
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode355426
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode455386
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode555431
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear039000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear032467
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted032467
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106328
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear208662
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear304980
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear405259
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear503791
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear503791
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear031762
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06533
IRS990PF/UndistributedIncome/ExcessFromYear106328
IRS990PF/UndistributedIncome/ExcessFromYear208662
IRS990PF/UndistributedIncome/ExcessFromYear304980
IRS990PF/UndistributedIncome/ExcessFromYear405259
IRS990PF/UndistributedIncome/QualifyingDistributions039000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06533
IRS990PF/UndistributedIncome/TotalCorpus035553
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover029020
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0MINNESOTA FILING FEE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01657
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount0207
TaxesSchedule/Taxes/Category0FEDERAL TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0411893618
ReturnHeader/Filer/Name/BusinessNameLine10SHAMROCK FOUNDATION
ReturnHeader/Filer/NameControl0SHAM
ReturnHeader/Filer/Phone09524708635
ReturnHeader/Filer/USAddress/AddressLine1021955 MINNETONKA BLVD
ReturnHeader/Filer/USAddress/City0EXCELSIOR
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055331
ReturnHeader/Officer/DateSigned02011-02-15
ReturnHeader/Officer/Name0WILLIAM SLATTERY
ReturnHeader/Officer/Title0Sec/Treas
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ORENSTEIN JENNIGES & BRONSON LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102600 WAYZATA BOULEVARD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MINNEAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0554052123
ReturnHeader/Preparer/Name0JAMES L ORENSTEIN
ReturnHeader/Preparer/Phone06123741234
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02009-07-01
ReturnHeader/TaxPeriodEndDate02010-06-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-02-15T16:09:27-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.20$0.52$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.24$0.54$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.26$0.66$0.40
2021Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.10$0.52$0.42
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.00$0.44$0.44
2019Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.33$0.54$0.21
2018Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.53$0.52$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.58$0.01$5.58$0.33$0.53$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.78$0.01$5.77$0.36$0.48$0.12
2015Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.34$0.52$0.18
2014Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.62$0.50$0.12
2013Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.44
2012Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.42
2011Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.42
2010Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.41