Civic Intelligence

Shackleford Foundation

990PF • Fiscal year 2020 • EIN 47-3603815

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(212) 922-8143

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

5th percentile

-164%

Higher net margin than 5% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$57,831

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 33.7% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

15th percentile

-4.8%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$5,654,223

Down $282,412 (-4.8%) from 2019

Net Assets

$5,654,223

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin5th percentile

Revenue

Down

$171,473

Down $75,097 (-30%) from 2019

Expenses

Up

$453,245

Up $47,101 (+12%) from 2019

Net Income

Down

-$281,772

Down $122,198 (-77%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $5,227,080Liabilities 2015: $02015Assets 2019: $5,936,635Liabilities 2019: $02019Assets 2020: $5,654,223Liabilities 2020: $0Net Assets 2020: $5,654,2232020Assets 2021: $6,044,448Liabilities 2021: $0Net Assets 2021: $6,044,4482021Assets 2022: $5,824,125Liabilities 2022: $0Net Assets 2022: $5,824,1252022Assets 2023: $5,866,865Liabilities 2023: $0Net Assets 2023: $5,866,8652023Assets 2024: $6,109,885Liabilities 2024: $0Net Assets 2024: $6,109,8852024

Highlighted filing

2020

Assets$5,654,223
Liabilities$0
Net Assets$5,654,223
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $6,793,127Expenses 2015: $25,483Net Income 2015: $6,767,6442015Revenue 2019: $246,570Expenses 2019: $406,144Net Income 2019: -$159,5742019Revenue 2020: $171,473Expenses 2020: $453,245Net Income 2020: -$281,7722020Revenue 2021: $925,743Expenses 2021: $534,934Net Income 2021: $390,8092021Revenue 2022: $441,128Expenses 2022: $661,331Net Income 2022: -$220,2032022Revenue 2023: $666,975Expenses 2023: $622,600Net Income 2023: $44,3752023Revenue 2024: $881,891Expenses 2024: $636,718Net Income 2024: $245,1732024

Highlighted filing

2020

Revenue$171,473
Expenses$453,245
Net Income-$281,772
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co- Trustee-$57,831-$57,831
JOSEPH J RUCCI JR ESQCo-Trustee-$7,860-$7,860
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICARESGENERAL OPERATINGPCSTAMFORD, CT, US$75,000
Paid GrantSHRINERS HOSPITAL FOR CHILDRENGENERAL OPERATING PURPOSESPCTAMPA, FL, US$75,000
Paid GrantTHE ROTARY FOUNDATION OF ROTARY INTERNATGENERAL OPERATING PURPOSESPCEVANSTON, IL, US$50,000
Paid GrantASPCAGENERAL OPERATINGPCNEW YORK, NY, US$42,000
Paid GrantFOUNDATION OF THE 1ST CALVARY DIVISION AGENERAL OPERATINGPCCOPPERAS COVE, TX, US$40,000
Paid GrantGUIDE DOG FOUNDATIONGENERAL OPERATINGPCSMITHTOWN, NY, US$35,000
Paid GrantNEW ENGLAND HEALING SPORTS ASSOCGENERAL OPERATINGPCNEWBURY, NH, US$35,000
Paid GrantSUBMARINE FORCE LIBRARY & MUSEUM ASSOCGENERAL OPERATINGPCGROTON, CT, US$32,500
Filing and Contact Details

Filer

Filer Name
Shackleford Foundation
EIN
47-3603815
Phone
2129228143
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2129228143
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14389114QCA4 TORONTO-DOMINION BAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144172967ME8 CITIGROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146009158106 AIR PRODUCTS AND CHE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147254687FV3 WALT DISNEY COMPANY/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148517834107 LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149G8994E103 TRANE TECHNOLOGIES P
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15167103H107 O'REILLY AUTOMOTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152256677105 DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15368902V107 OTIS WORLDWIDE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15422788C105 CROWDSTRIKE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155872540AR0 TJX COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15655024U109 LUMENTUM HOLDINGS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157302491303 F M C CORP COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15867066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15916119P108 CHARTER COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16088339J105 TRADE DESK INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16175513E101 RAYTHEON TECHNOLOGIE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163816851109 SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16583088M102 SKYWORKS SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16680283LAY9 SANTANDER UK PLC
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,654,223
Liabilities
$0
Net assets
$5,654,223
Revenue
$171,473
Expenses
$453,245
Net income
-$281,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.88$0.64$0.25
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.67$0.62$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.44$0.66$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.93$0.53$0.39
2020Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.17$0.45$0.28
2019Summary only. Only limited summary data is available for this year.$5.94$0.00$0.25$0.41$0.16
2015Summary only. Only limited summary data is available for this year.$5.23$0.00$6.79$0.03$6.77