Civic Intelligence

The Shepard Broad Foundation Inc

990PF • Fiscal year 2015 • EIN 59-0998866

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 24, 2016

801 Brickell Ave Suite 2350Miami, FL 33131

(305) 372-5790

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

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.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

64th percentile

4.1%

Faster asset growth than 64% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-0.8%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$14,291,568

Up $558,952 (+4.1%) from 2014

Net Assets

Up

$14,291,568

Up $558,952 (+4.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$2,118,713

Down $17,598 (-0.8%) from 2014

Expenses

Down

$1,559,761

Down $4,383 (-0.3%) from 2014

Net Income

Down

$558,952

Down $13,215 (-2.3%) from 2014

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $12,118,109Liabilities 2011: $0Net Assets 2011: $12,118,1092011Assets 2012: $12,455,322Liabilities 2012: $0Net Assets 2012: $12,455,3222012Assets 2013: $13,160,449Liabilities 2013: $0Net Assets 2013: $13,160,4492013Assets 2014: $13,732,616Liabilities 2014: $0Net Assets 2014: $13,732,6162014Assets 2015: $14,291,568Liabilities 2015: $0Net Assets 2015: $14,291,5682015Assets 2016: $14,969,728Liabilities 2016: $0Net Assets 2016: $14,969,7282016Assets 2017: $17,417,861Liabilities 2017: $0Net Assets 2017: $17,417,8612017Assets 2018: $18,629,064Liabilities 2018: $0Net Assets 2018: $18,629,0642018Assets 2019: $19,741,507Liabilities 2019: $0Net Assets 2019: $19,741,5072019Assets 2020: $21,261,763Liabilities 2020: $0Net Assets 2020: $21,261,7632020Assets 2021: $23,843,596Liabilities 2021: $0Net Assets 2021: $23,843,5962021Assets 2022: $23,925,635Liabilities 2022: $0Net Assets 2022: $23,925,6352022Assets 2023: $23,814,911Liabilities 2023: $0Net Assets 2023: $23,814,9112023Assets 2024: $23,951,141Liabilities 2024: $0Net Assets 2024: $23,951,1412024

Highlighted filing

2015

Assets$14,291,568
Liabilities$0
Net Assets$14,291,568

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $1,407,5672011Expenses 2012: $1,466,8622012Revenue 2013: $2,350,992Expenses 2013: $1,645,866Net Income 2013: $705,1262013Revenue 2014: $2,136,311Expenses 2014: $1,564,144Net Income 2014: $572,1672014Revenue 2015: $2,118,713Expenses 2015: $1,559,761Net Income 2015: $558,9522015Revenue 2016: $2,164,635Expenses 2016: $1,486,475Net Income 2016: $678,1602016Revenue 2017: $3,947,779Expenses 2017: $1,499,646Net Income 2017: $2,448,1332017Revenue 2018: $2,188,112Expenses 2018: $976,909Net Income 2018: $1,211,2032018Revenue 2019: $2,083,443Expenses 2019: $971,000Net Income 2019: $1,112,4432019Revenue 2020: $2,860,201Expenses 2020: $1,339,945Net Income 2020: $1,520,2562020Revenue 2021: $3,866,332Expenses 2021: $1,284,499Net Income 2021: $2,581,8332021Revenue 2022: $1,513,960Expenses 2022: $1,431,921Net Income 2022: $82,0392022Revenue 2023: $1,242,889Expenses 2023: $1,353,613Net Income 2023: -$110,7242023Revenue 2024: $1,478,457Expenses 2024: $1,342,227Net Income 2024: $136,2302024

Highlighted filing

2015

Revenue$2,118,713
Expenses$1,559,761
Net Income$558,952
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 24, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen BermanDirector-$0--
Morris BroadDirector / Chairman-$0--
Ann B BusselVP / Director-$0--
Daniel J BusselDirector-$0--
Deborah BusselDirector / Sec / Treas-$0--
John M BusselPres / Director-$0--
Filing and Contact Details

Filer

Filer Name
The Shepard Broad Foundation Inc
EIN
59-0998866
In Care Of
% Foundation Source
Phone
3053725790
Address
801 Brickell Ave Suite 2350, Miami, FL 33131

Signing Officer

Name
John M Bussel
Title
President
Phone
3053725790
Signed
2016-08-24
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt430990
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131166624
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1522891
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4635400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4752247
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt462103
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt819485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt995329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10869745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11481512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12448654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132058528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14835270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1523363
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.48$1.34$0.14
2023Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.24$1.35$0.11
2022Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$1.51$1.43$0.08
2021Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$3.87$1.28$2.58
2020Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$2.86$1.34$1.52
2019Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$2.08$0.97$1.11
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$2.19$0.98$1.21
2017Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$3.95$1.50$2.45
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$2.16$1.49$0.68
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$2.12$1.56$0.56
2014Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$2.14$1.56$0.57
2013Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$2.35$1.65$0.71
2012Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.47
2011Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.41