Civic Intelligence

The Shaara Foundation Inc

990PF • Fiscal year 2011 • EIN 59-3640810

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 15, 2012

1400 Village Square Blvd Suite 3Room/Suite 22132312
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$143,232

Down $38,027 (-21%) from 2010

Net Assets

Down

$143,232

Down $38,027 (-21%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$48,643

Up $26,809 (+123%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $181,259Liabilities 2010: $0Net Assets 2010: $181,2592010Assets 2011: $143,232Liabilities 2011: $0Net Assets 2011: $143,2322011Assets 2012: $137,922Liabilities 2012: $0Net Assets 2012: $137,9222012Assets 2013: $131,341Liabilities 2013: $1Net Assets 2013: $131,3412013Assets 2014: $117,231Liabilities 2014: $1Net Assets 2014: $117,2312014Assets 2015: $105,816Liabilities 2015: $1Net Assets 2015: $105,8162015Assets 2016: $116,558Liabilities 2016: $0Net Assets 2016: $116,5582016Assets 2017: $124,473Liabilities 2017: $0Net Assets 2017: $124,4732017Assets 2018: $107,387Liabilities 2018: $0Net Assets 2018: $107,3872018Assets 2019: $124,903Liabilities 2019: $1Net Assets 2019: $124,9032019Assets 2020: $114,818Liabilities 2020: $1Net Assets 2020: $114,8182020Assets 2021: $118,818Liabilities 2021: $1Net Assets 2021: $118,8182021Assets 2022: $93,991Liabilities 2022: $1Net Assets 2022: $93,9912022Assets 2023: $94,441Liabilities 2023: $1Net Assets 2023: $94,4412023Assets 2024: $102,120Liabilities 2024: $0Net Assets 2024: $102,1202024

Highlighted filing

2011

Assets$143,232
Liabilities$0
Net Assets$143,232

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $21,8342010Expenses 2011: $48,6432011Expenses 2012: $18,3162012Revenue 2013: $34,204Expenses 2013: $47,181Net Income 2013: -$12,9772013Revenue 2014: $5,840Expenses 2014: $33,194Net Income 2014: -$27,3542014Revenue 2015: $7,501Expenses 2015: $5,726Net Income 2015: $1,7752015Revenue 2016: $13,590Expenses 2016: $6,452Net Income 2016: $7,1382016Revenue 2017: $9,903Expenses 2017: $12,832Net Income 2017: -$2,9292017Revenue 2018: $7,171Expenses 2018: $8,963Net Income 2018: -$1,7922018Revenue 2019: $8,603Expenses 2019: $6,398Net Income 2019: $2,2052019Revenue 2020: $7,748Expenses 2020: $7,327Net Income 2020: $4212020Revenue 2021: $1,880Expenses 2021: $9,221Net Income 2021: -$7,3412021Revenue 2022: $1,071Expenses 2022: $8,844Net Income 2022: -$7,7732022Revenue 2023: $764Expenses 2023: $5,538Net Income 2023: -$4,7742023Revenue 2024: $1,016Expenses 2024: $7,384Net Income 2024: -$6,3682024

Highlighted filing

2011

Revenue-
Expenses$48,643
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY M SHAARADirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVMI FOUNDATIONCONTRIBUTIONCHARITYLEXINGTON, VA, US$30,800
Paid GrantCIVIL WAR INSTITUTECONTRIBUTIONCHARITYGETTYSBURG, PA, US$9,500
Paid GrantCIVIL WAR PRESERVATION TRCONTRIBUTIONCHARITYWASHINGTON, DC, US$6,634
Paid GrantBATTLE OF SHILOH ASSNCONTRIBUTIONCHARITYNASHVILLE, TN, US$1,000
Paid GrantWILSON'S CREEK NATIONAL BATTLEFIELDCONTRIBUTIONCHARITYSPRINGFIELD, MO, US$500
Filing and Contact Details

Filer

EIN
59-3640810
Raw XML Appendix319 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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CompensationExplanation/Compensation/PersonName0JEFFREY M SHAARA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0137853
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0137853
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INVESTMENTS - WELLS FARGO
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount09454
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0765
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount010219
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA09483
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22002-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-09-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-02-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset230000 SH KEY BANK NA CD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3300 SH WELLS FARGO & CO 8% PFD
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0143232
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04395
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0157851
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02434
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn07991
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEFFREY M SHAARA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101400 VILLAGE SQ BLVD STE 3 221
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CONTRIBUTION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14WILSON'S CREEK NATIONAL BATTLEFIELD
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111156 15TH STREET NW
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21SUITE 900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine22PO BOX 932
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SPRINGFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017325
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode120005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode224450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3372148535
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4658018163
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear048434
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/QualifyingDistributions048434
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus048434
IRS990PF/UndistributedIncome/TotalCorpus048434
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0765
OtherIncomeSchedule2/OtherIncome/Description0NON-DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0765
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0765
OtherIncreasesSchedule/OtherIncreases/Amount0952
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/Taxes/Amount028
TaxesSchedule/Taxes/Amount161
TaxesSchedule/Taxes/Amount2120
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1ANNUAL REPORT FEE
TaxesSchedule/Taxes/Category2EXCISE TAX PAID
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0593640810
ReturnHeader/Filer/Name/BusinessNameLine10THE SHAARA FOUNDATION INC
ReturnHeader/Filer/NameControl0SHAA
ReturnHeader/Filer/Phone08506923352
ReturnHeader/Filer/USAddress/AddressLine101400 VILLAGE SQUARE BLVD SUITE 3
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 221
ReturnHeader/Filer/USAddress/City0TALLAHASSEE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032312
ReturnHeader/Officer/DateSigned02012-03-15
ReturnHeader/Officer/Name0JEFFREY SHAARA
ReturnHeader/Officer/Phone08506923352
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02012-03-23
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10COHEN & GRIEB PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10500 NORTH WESTSHORE BLVD STE 700
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TAMPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033609
ReturnHeader/Preparer/Name0BOB GRIEB
ReturnHeader/Preparer/Phone08137397200
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-23T09:47:45-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.07$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.02$0.09$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.09$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.10$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.14$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.33$0.27
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.34$0.47$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.49
2010Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.22