Civic Intelligence

Catto Shaw Foundation

990PF • Fiscal year 2016 • EIN 46-5064265

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

250 Steele Street Suite 375Denver, CO 80206

(303) 225-8475

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

47th percentile

1.7%

Higher net margin than 47% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

90th percentile

27%

Faster asset growth than 90% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

38917%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$13,917,449

Up $2,969,228 (+27%) from 2015

Net Assets

$13,917,449

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$638,708

Up $637,071 (+38917%) from 2015

Expenses

Up

$627,955

Up $625,164 (+22399%) from 2015

Net Income

Up

$10,753

Up $11,907 (+1032%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2014: $3,742Liabilities 2014: $02014Assets 2015: $10,948,221Liabilities 2015: $02015Assets 2016: $13,917,449Liabilities 2016: $0Net Assets 2016: $13,917,4492016Assets 2017: $15,401,369Liabilities 2017: $0Net Assets 2017: $15,401,3692017Assets 2019: $17,476,114Liabilities 2019: $02019Assets 2020: $20,276,180Liabilities 2020: $0Net Assets 2020: $20,276,1802020Assets 2021: $22,910,828Liabilities 2021: $0Net Assets 2021: $22,910,8282021Assets 2022: $19,877,290Liabilities 2022: $0Net Assets 2022: $19,877,2902022Assets 2023: $22,036,213Liabilities 2023: $0Net Assets 2023: $22,036,2132023Assets 2024: $23,903,930Liabilities 2024: $0Net Assets 2024: $23,903,9302024

Highlighted filing

2016

Assets$13,917,449
Liabilities$0
Net Assets$13,917,449

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $85,912Expenses 2014: $17,981Net Income 2014: $67,9312014Revenue 2015: $1,637Expenses 2015: $2,791Net Income 2015: -$1,1542015Revenue 2016: $638,708Expenses 2016: $627,955Net Income 2016: $10,7532016Revenue 2017: $1,377,022Expenses 2017: $425,995Net Income 2017: $951,0272017Revenue 2019: $886,658Expenses 2019: $883,810Net Income 2019: $2,8482019Revenue 2020: $1,458,285Expenses 2020: $831,083Net Income 2020: $627,2022020Revenue 2021: $1,730,437Expenses 2021: $1,080,289Net Income 2021: $650,1482021Revenue 2022: $1,738,890Expenses 2022: $1,224,638Net Income 2022: $514,2522022Revenue 2023: $1,649,284Expenses 2023: $1,336,796Net Income 2023: $312,4882023Revenue 2024: $1,425,839Expenses 2024: $1,320,204Net Income 2024: $105,6352024

Highlighted filing

2016

Revenue$638,708
Expenses$627,955
Net Income$10,753
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Isa Catto ShawExecutive Director-$0--
Daniel A ShawPresident-$0--
Jennifer CrossettTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Catto Shaw Foundation
EIN
46-5064265
In Care Of
% ELEVATION MANAGEMENT GROUP L
Phone
3032258475
Address
250 Steele Street Suite 375, Denver, CO 80206

Signing Officer

Name
Jennifer Crossett
Title
Secretary
Phone
3032258473
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Hein & Associates Llp
Address
1999 BROADWAY SUITE 4000, DENVER, CO 80202
Preparer
Mira J Fine Partner
Phone
3032989600
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Daniel A Shaw
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jennifer Crossett
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.cattoshawfoundation.org
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ISA CATTO SHAW
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DANIEL A SHAW
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0647854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0157100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt063243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt091030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0157100
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0157100
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE FROM PARTNERSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01180
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025363
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025363
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11367
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Portfolio Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Other Income from Partnerships
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Tax Exempt Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Unrealized Gain/Loss
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt085
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt123702
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt085
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt123702
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2277
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3440128
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11817904
OtherIncreasesSchedule/OtherIncreasesDetail/Amt20
OtherIncreasesSchedule/OtherIncreasesDetail/Amt3602099
OtherIncreasesSchedule/OtherIncreasesDetail/Amt40
OtherIncreasesSchedule/OtherIncreasesDetail/Amt5538472
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0507(B)(2) TRANSFER FROM PREDECESSOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CATTO CHARITABLE FOUNDATION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2TRANSFERS FROM CATTO CHARITABLE ANNUITY
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3TRUST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc4TRANSFERS FROM CATTO CHARITABLE LEAD
OtherIncreasesSchedule/OtherIncreasesDetail/Desc5UNITRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030946
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt160000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt230000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FAMILY OFFICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT CONSULTANT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030874
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt130000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt230000
TaxesSchedule/TaxesDetail/Amt02485
TaxesSchedule/TaxesDetail/Amt17500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02485
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CROSSETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum03032258473
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Catto Shaw Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Elevation Management Group LLC
ReturnHeader/Filer/BusinessNameControlTxt0CATT
ReturnHeader/Filer/EIN0465064265
ReturnHeader/Filer/InCareOfNm0% ELEVATION MANAGEMENT GROUP L
ReturnHeader/Filer/PhoneNum03032258475
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 Steele Street Suite 375
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EFBFB5B7801715209213DC874DB404D65C2D92C6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EFBFB5B7801715209213DC874DB404D65C2D92C6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId075528120172375000034
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.63.185.34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEIN & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01999 BROADWAY SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum03032989600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mira J Fine Partner
ReturnHeader/ReturnTs02017-08-25T18:36:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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