Civic Intelligence

Shamrock Foundation

990PF • Fiscal year 2021 • EIN 41-1893618

Jul 01, 2020 to Jun 30, 2021 • Filed on May 14, 2022

Organization Profile
21955 Minnetonka Blvd 5Excelsior, MN 55331

(952) 470-8635

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-397%

Higher net margin than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

26th percentile

-8.4%

Faster asset growth than 26% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

4873%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$451,946

Down $41,669 (-8.4%) from 2020

Net Assets

Down

$451,946

Down $41,669 (-8.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Up

$10,494

Up $10,283 (+4873%) from 2020

Expenses

Up

$52,163

Up $8,004 (+18%) from 2020

Net Income

Up

-$41,669

Up $2,279 (+5.2%) from 2020

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

2021

Assets$451,946
Liabilities$0
Net Assets$451,946
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$10,494
Expenses$52,163
Net Income-$41,669
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 14, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th 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 5, EXCELSIOR, MN 55331

Signing Officer

Name
William Slattery
Title
Sec/Treas
Signed
2022-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Orenstein Llp
Address
2600 WAYZATA BOULEVARD, MINNEAPOLIS, MN 55405
Preparer
James L Orenstein
Phone
6123741234
Raw XML Appendix270 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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053150
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012441
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010281
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012393
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012441
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061902
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049461
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02163
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02163
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM SLATTERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAMROCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
ReturnHeader/Filer/EIN0411893618
ReturnHeader/Filer/PhoneNum09524708635
ReturnHeader/Filer/USAddress/AddressLine1Txt021955 MINNETONKA BLVD 5
ReturnHeader/Filer/USAddress/CityNm0EXCELSIOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055331
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411854544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ORENSTEIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 WAYZATA BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055405
ReturnHeader/PreparerPersonGrp/PhoneNum06123741234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L ORENSTEIN
ReturnHeader/ReturnTs02022-05-14T10:56:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SLATTERY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$451,946
Liabilities
$0
Net assets
$451,946
Revenue
$10,494
Expenses
$52,163
Net income
-$41,669
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