Civic Intelligence

Shackleford Foundation

990PF • Fiscal year 2021 • EIN 47-3603815

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 06, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

78th percentile

42%

Higher net margin than 78% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$65,246

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

47th percentile

6.9%

Faster asset growth than 47% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

440%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,044,448

Up $390,225 (+6.9%) from 2020

Net Assets

Up

$6,044,448

Up $390,225 (+6.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin78th percentile

Revenue

Up

$925,743

Up $754,270 (+440%) from 2020

Expenses

Up

$534,934

Up $81,689 (+18%) from 2020

Net Income

Up

$390,809

Up $672,581 (+239%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2021

Assets$6,044,448
Liabilities$0
Net Assets$6,044,448
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$925,743
Expenses$534,934
Net Income$390,809
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 6, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ACo- Trustee-$65,246-$65,246
JOSEPH J RUCCI JR ESQCo-Trustee-$6,907-$6,907
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
2022-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12068389XBU8 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12167103H107 O'REILLY AUTOMOTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122256677105 DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12368902V107 OTIS WORLDWIDE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12422788C105 CROWDSTRIKE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125872540AR0 TJX COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12655024U109 LUMENTUM HOLDINGS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127302491303 F M C CORP COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12867066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12916119P108 CHARTER COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13088339J105 TRADE DESK INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13175513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13215135B101 CENTENE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133816851109 SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13583088M102 SKYWORKS SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13680283LAY9 SANTANDER UK PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13788160R101 TESLA MOTORS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13823804L103 DATADOG INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139745867101 PULTE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14006738EAE5 BARCLAYS PLC 3.65% 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141822582CG5 SHELL INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142G1151C101 ACCENTURE PLC IRELAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143539439AV1 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144713448EL8 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145606822BN3 MITSUBISHI UFJ FIN G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146748148RZ8 PROVINCE OF QUEBEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148235851102 DANAHER CORP COMMON
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15095000U2D4 WELLS FARGO & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151538034109 LIVE NATION INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152V7780T103 ROYAL CARIBBEAN CRUI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153437076CB6 HOME DEPOT INC 2.7%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15457636Q104 MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15503076C106 AMERIPRISE FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156571903202 MARRIOTT INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157404280BZ1 HSBC HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158912828T26 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15905531FBH5 B B & T CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16010373QAE0 BP CAPITAL MARKETS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161377372AN7 GLAXOSMITHKLINE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16224422EVC0 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163518439104 ESTEE LAUDER COMPANI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164828806109 SIMON PPTY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt053864
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,044,448
Liabilities
$0
Net assets
$6,044,448
Revenue
$925,743
Expenses
$534,934
Net income
$390,809
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