Civic Intelligence

Shamrock Foundation

990PF • Fiscal year 2019 • EIN 41-1893618

Jul 01, 2018 to Jun 30, 2019 • Filed on May 13, 2020

Organization Profile
21955 Minnetonka BlvdExcelsior, MN 55331

(952) 470-8635

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

9th percentile

-63%

Higher net margin than 9% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$537,563

Down $20,950 (-3.8%) from 2018

Net Assets

Down

$537,563

Down $20,950 (-3.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin9th percentile

Revenue

Down

$33,341

Down $19,580 (-37%) from 2018

Expenses

Up

$54,291

Up $2,263 (+4.3%) from 2018

Net Income

Down

-$20,950

Down $21,843 (-2446%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2019

Assets$537,563
Liabilities$0
Net Assets$537,563
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

2019

Revenue$33,341
Expenses$54,291
Net Income-$20,950
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 13, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SLATTERYSec/Treas-$0--
JOAN SLATTERYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Shamrock Foundation
EIN
41-1893618
Phone
9524708635
Address
21955 MINNETONKA BLVD, EXCELSIOR, MN 55331

Signing Officer

Name
William Slattery
Title
Sec/Treas
Signed
2020-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Orenstein Llp
Address
2600 WAYZATA BOULEVARD, MINNEAPOLIS, MN 55405-2123
Preparer
James L Orenstein CPA
Phone
6123741234
Raw XML Appendix349 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/PreparerPersonGrp/PhoneNum06123741234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L ORENSTEIN CPA
ReturnHeader/ReturnTs02020-05-13T12:51:24-07:00
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,563
Liabilities
$0
Net assets
$537,563
Revenue
$33,341
Expenses
$54,291
Net income
-$20,950
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