Civic Intelligence

Shoreline Family Foundation

990PF • Fiscal year 2014 • EIN 45-0898021

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization Profile
Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,227,549

Up $415,956 (+23%) from 2013

Net Assets

Up

$2,227,549

Up $415,956 (+23%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin96th percentile

Revenue

Up

$509,177

Up $127,551 (+33%) from 2013

Expenses

Up

$93,221

Up $26,747 (+40%) from 2013

Net Income

Up

$415,956

Up $100,804 (+32%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,197,286Liabilities 2011: $02011Assets 2012: $1,496,441Liabilities 2012: $0Net Assets 2012: $1,496,4412012Assets 2013: $1,811,593Liabilities 2013: $0Net Assets 2013: $1,811,5932013Assets 2014: $2,227,549Liabilities 2014: $0Net Assets 2014: $2,227,5492014Assets 2015: $2,522,179Liabilities 2015: $0Net Assets 2015: $2,522,1792015Assets 2016: $2,772,109Liabilities 2016: $0Net Assets 2016: $2,772,1092016Assets 2017: $2,978,357Liabilities 2017: $0Net Assets 2017: $2,978,3572017Assets 2018: $3,415,798Liabilities 2018: $0Net Assets 2018: $3,415,7982018Assets 2019: $3,702,816Liabilities 2019: $0Net Assets 2019: $3,702,8162019Assets 2020: $3,550,738Liabilities 2020: $0Net Assets 2020: $3,550,7382020Assets 2021: $4,120,186Liabilities 2021: $0Net Assets 2021: $4,120,1862021Assets 2022: $4,314,277Liabilities 2022: $5,847Net Assets 2022: $4,308,4302022Assets 2023: $4,771,153Liabilities 2023: $5,319Net Assets 2023: $4,765,8342023Assets 2024: $5,315,852Liabilities 2024: $0Net Assets 2024: $5,315,8522024

Highlighted filing

2014

Assets$2,227,549
Liabilities$0
Net Assets$2,227,549
Open 2014 Filing

Operations Trend

Revenue Growth80th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,208,456Expenses 2011: $11,170Net Income 2011: $1,197,2862011Expenses 2012: $37,1042012Revenue 2013: $381,626Expenses 2013: $66,474Net Income 2013: $315,1522013Revenue 2014: $509,177Expenses 2014: $93,221Net Income 2014: $415,9562014Revenue 2015: $425,008Expenses 2015: $130,378Net Income 2015: $294,6302015Revenue 2016: $379,781Expenses 2016: $129,851Net Income 2016: $249,9302016Revenue 2017: $446,140Expenses 2017: $239,892Net Income 2017: $206,2482017Revenue 2018: $517,961Expenses 2018: $80,520Net Income 2018: $437,4412018Revenue 2019: $483,075Expenses 2019: $196,057Net Income 2019: $287,0182019Revenue 2020: $143,769Expenses 2020: $251,823Net Income 2020: -$108,0542020Revenue 2021: $797,290Expenses 2021: $220,399Net Income 2021: $576,8912021Revenue 2022: $367,695Expenses 2022: $207,372Net Income 2022: $160,3232022Revenue 2023: $587,700Expenses 2023: $177,608Net Income 2023: $410,0922023Revenue 2024: $707,705Expenses 2024: $134,545Net Income 2024: $573,1602024

Highlighted filing

2014

Revenue$509,177
Expenses$93,221
Net Income$415,956
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward HanVP / Director-$0--
Polly LiuPres / Director / Sec-$0--
Filing and Contact Details

Filer

Filer Name
Shoreline Family Foundation
EIN
45-0898021
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
polly liu
Title
president
Phone
8008391754
Signed
2015-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix362 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EDWARD HAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1POLLY LIU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Hunger is a Bully
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General and Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt02nd HARVEST FOOD BANK OF SANTA CLARA & SAN MAteo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0750 CURTNER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11427 E 60TH ST STE 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160637
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt066000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0500
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt078376
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099963
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078876
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt099463
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt078376
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ed Han Grantor CLAT ua dtd 07222
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o Grace Han 1535 Lloyd Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Mountain View
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094040
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0294000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt09878
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt119745
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt250260
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt319694
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt419734
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt519785
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt69865
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0AMCAP FUND, INC. CLASS F AMCFX, 336 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1INVESCO CHARTER FUND-Y CHTYX, 842 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2COHEN AND STEERS REALTY SHARES INC CSRSX, 635 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3DAVIS NEW YORK VENTURE INSTL CL Y DNVYX, 484 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4JP MORGAN MID CAP VALUE SEL JMVSX, 506 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5BLACKROCK GLOBAL ALLOC I MALOX, 913 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6COLUMBIA FDS SRS TR COLUMBIA MARSICO GR NGIPX, 408 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22014-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32014-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42014-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52014-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62014-12-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012851
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012851
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013578
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013578
TaxesSchedule/TaxesDetail/Amt0767
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2013
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0polly liu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shoreline Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHOR
ReturnHeader/Filer/EIN0450898021
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite 123
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02015-05-12T15:25:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,227,549
Liabilities
$0
Net assets
$2,227,549
Revenue
$509,177
Expenses
$93,221
Net income
$415,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.71$0.13$0.57
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.01$4.77$0.59$0.18$0.41
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.01$4.31$0.37$0.21$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.80$0.22$0.58
2020Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.14$0.25$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.48$0.20$0.29
2018Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.52$0.08$0.44
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.45$0.24$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.38$0.13$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.43$0.13$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.51$0.09$0.42
2013Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.38$0.07$0.32
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.04
2011Summary only. Only limited summary data is available for this year.$1.20$0.00$1.21$0.01$1.20