Civic Intelligence

The Karyn and Damon Shelly Foundation

990PF • Fiscal year 2018 • EIN 45-5495568

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 24, 2019

Organization Profile
PO Box 911Corona Del Mar, CA 92625

(949) 851-9400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

98th percentile

477%

Faster asset growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

181%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$4,143

Up $3,425 (+477%) from 2017

Net Assets

Up

$4,143

Up $3,425 (+477%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Up

$6,204

Up $3,997 (+181%) from 2017

Expenses

Down

$2,779

Down $5,691 (-67%) from 2017

Net Income

Up

$3,425

Up $9,688 (+155%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$60K$40K$20K$0Assets 2013: $44,313Liabilities 2013: $02013Assets 2014: $39,353Liabilities 2014: $1Net Assets 2014: $39,3532014Assets 2015: $22,826Liabilities 2015: $1Net Assets 2015: $22,8262015Assets 2016: $6,981Liabilities 2016: $0Net Assets 2016: $6,9812016Assets 2017: $718Liabilities 2017: $0Net Assets 2017: $7182017Assets 2018: $4,143Liabilities 2018: $0Net Assets 2018: $4,1432018Assets 2019: $2,265Liabilities 2019: $1Net Assets 2019: $2,2652019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$4,143
Liabilities$0
Net Assets$4,143
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $50,003Expenses 2013: $5,690Net Income 2013: $44,3132013Revenue 2014: $4Expenses 2014: $4,964Net Income 2014: -$4,9602014Revenue 2015: $14Expenses 2015: $16,535Net Income 2015: -$16,5212015Revenue 2016: $8,503Expenses 2016: $24,348Net Income 2016: -$15,8452016Revenue 2017: $2,207Expenses 2017: $8,470Net Income 2017: -$6,2632017Revenue 2018: $6,204Expenses 2018: $2,779Net Income 2018: $3,4252018Revenue 2019: $7Expenses 2019: $1,885Net Income 2019: -$1,8782019Revenue 2020: $0Expenses 2020: $2,265Net Income 2020: -$2,2652020

Highlighted filing

2018

Revenue$6,204
Expenses$2,779
Net Income$3,425
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARYN SHELLYDirector-$0--
DAMON SHELLYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Karyn and Damon Shelly Foundation
EIN
45-5495568
Phone
9498519400
Address
PO BOX 911, CORONA DEL MAR, CA 92625

Signing Officer

Name
Karyn Shelly
Title
Director
Phone
9498519400
Signed
2019-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Gyl Llp
Address
4120 CONCOURS SUITE 100, ONTARIO, CA 91764
Preparer
Keith Lovett CPA
Phone
9099489990
Raw XML Appendix311 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/ExcessDistributionCyovYr2Amt021344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044830
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0320
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021344
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014676
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02822
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0369
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0320
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049265
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048945
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KARYN AND DAMON SHELLY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 911
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CORONA DEL MAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092625
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06200
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KARYN SHELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09498519400
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KARYN AND DAMON SHELLY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KARY
ReturnHeader/Filer/EIN0455495568
ReturnHeader/Filer/PhoneNum09498519400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 911
ReturnHeader/Filer/USAddress/CityNm0CORONA DEL MAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092625
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B34D1062505B28C5E39514E06FFD2133734FD221
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E3B17AE37E83031D040D1F5938822B20FE28EF5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.83.182.177
ReturnHeader/FilingSecurityInformation/IPDt02019-07-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:27:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330482495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GYL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04120 CONCOURS SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONTARIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091764
ReturnHeader/PreparerPersonGrp/PhoneNum09099489990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH LOVETT CPA
ReturnHeader/ReturnTs02019-07-24T11:27:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,143
Liabilities
$0
Net assets
$4,143
Revenue
$6,204
Expenses
$2,779
Net income
$3,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$2.27$2.27
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.01$1.89$1.88
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$6.20$2.78$3.43
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$2.21$8.47$6.26
2016Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$8.50$24.3$15.8
2015Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$0.01$16.5$16.5
2014Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$0.00$4.96$4.96
2013Summary only. Only limited summary data is available for this year.$44.3$0.00$50.0$5.69$44.3