Civic Intelligence

Shamrock Foundation

990PF • Fiscal year 2011 • EIN 41-1893618

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 14, 2012

21955 Minnetonka Blvd55331
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

38th percentile

-2.4%

Faster asset growth than 38% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$609,467

Down $14,944 (-2.4%) from 2010

Net Assets

Down

$609,467

Down $14,944 (-2.4%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$42,008

Up $1,119 (+2.7%) from 2010

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

2011

Assets$609,467
Liabilities$0
Net Assets$609,467

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

2011

Revenue-
Expenses$42,008
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 14, 2012
Return Version
2010v3.2
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-MINNEAPOLIS MN, MN, US$13,000
Paid Grant-TO HELP THE ORGANIZATION-MINNEAPOLIS, MN, US$10,000
Paid Grant-TO HELP THE ORGANIZATION-MINNEAPOLIS, MN, US$10,000
Paid Grant-TO HELP THE ORGANIZATION-MINNEAPOLIS, MN, US$5,000
Paid Grant-TO HELP THE ORGANIZATION-BARRINGTON IL, IL, US$2,000
Filing and Contact Details

Filer

EIN
41-1893618
Raw XML Appendix333 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOAN SLATTERY
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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
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3ELIZABETH STAVROS MEMORIAL FUN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143800 PLEASANT AVENUE SO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BARRINGTON IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MINNEAPOLIS MN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode055408
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode155416
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode255408
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode360010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode455409
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear040000
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/AppliedToCurrentYear035346
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted035346
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106533
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear206328
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear308662
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404980
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear505259
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear505259
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear031157
IRS990PF/UndistributedIncome/ExcessFromCurrentYear04654
IRS990PF/UndistributedIncome/ExcessFromYear106533
IRS990PF/UndistributedIncome/ExcessFromYear206328
IRS990PF/UndistributedIncome/ExcessFromYear308662
IRS990PF/UndistributedIncome/ExcessFromYear404980
IRS990PF/UndistributedIncome/QualifyingDistributions040000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus04654
IRS990PF/UndistributedIncome/TotalCorpus036416
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover031762
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0MINNESOTA FILING FEE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01804
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount0179
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/DateSigned02012-03-14
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/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-14T16:13:26-07:00

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