Civic Intelligence

Shamrock Foundation Inc.

990 • Fiscal year 2019 • EIN 61-1244026

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

PO Box 24033Louisville, KY 40224-0033

(502) 585-3220

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

93rd percentile

68%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

69%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,317,354

Up $535,344 (+68%) from 2018

Net Assets

Up

$1,316,627

Up $535,938 (+69%) from 2018

Liabilities

Down

$727

Down $594 (-45%) from 2018

Revenue

Up

$626,976

Up $256,890 (+69%) from 2018

Expenses

Down

$164,753

Down $18,505 (-10%) from 2018

Net Income

Up

$462,223

Up $275,395 (+147%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $433,373Liabilities 2010: $6,417Net Assets 2010: $426,9562010Assets 2011: $364,722Liabilities 2011: $21,733Net Assets 2011: $342,9892011Assets 2012: $400,706Liabilities 2012: $26,115Net Assets 2012: $374,5912012Assets 2013: $409,873Liabilities 2013: $28,383Net Assets 2013: $381,4902013Assets 2014: $365,666Liabilities 2014: $0Net Assets 2014: $365,6662014Assets 2015: $318,217Liabilities 2015: $75Net Assets 2015: $318,1422015Assets 2016: $327,691Liabilities 2016: -$2,413Net Assets 2016: $330,1042016Assets 2017: $485,358Liabilities 2017: $0Net Assets 2017: $485,3582017Assets 2018: $782,010Liabilities 2018: $1,321Net Assets 2018: $780,6892018Assets 2019: $1,317,354Liabilities 2019: $727Net Assets 2019: $1,316,6272019Assets 2020: $1,030,485Liabilities 2020: $0Net Assets 2020: $1,030,4852020Assets 2021: $1,212,782Liabilities 2021: $348Net Assets 2021: $1,212,4342021Assets 2022: $977,370Liabilities 2022: $528Net Assets 2022: $976,8422022Assets 2023: $1,137,663Liabilities 2023: $284Net Assets 2023: $1,137,3792023Assets 2024: $1,441,947Liabilities 2024: $625Net Assets 2024: $1,441,3222024

Highlighted filing

2019

Assets$1,317,354
Liabilities$727
Net Assets$1,316,627

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $170,654Expenses 2010: $179,667Net Income 2010: -$9,0132010Revenue 2011: $266,704Expenses 2011: $350,671Net Income 2011: -$83,9672011Revenue 2012: $214,875Expenses 2012: $183,273Net Income 2012: $31,6022012Revenue 2013: $193,315Expenses 2013: $186,416Net Income 2013: $6,8992013Revenue 2014: $169,942Expenses 2014: $216,175Net Income 2014: -$46,2332014Revenue 2015: $203,168Expenses 2015: $220,366Net Income 2015: -$17,1982015Revenue 2016: $203,164Expenses 2016: $242,607Net Income 2016: -$39,4432016Revenue 2017: $307,250Expenses 2017: $199,869Net Income 2017: $107,3812017Revenue 2018: $370,086Expenses 2018: $183,258Net Income 2018: $186,8282018Revenue 2019: $626,976Expenses 2019: $164,753Net Income 2019: $462,2232019Revenue 2020: $169,017Expenses 2020: $204,263Net Income 2020: -$35,2462020Revenue 2021: $325,559Expenses 2021: $232,698Net Income 2021: $92,8612021Revenue 2022: $178,490Expenses 2022: $239,599Net Income 2022: -$61,1092022Revenue 2023: $343,982Expenses 2023: $308,870Net Income 2023: $35,1122023Revenue 2024: $608,540Expenses 2024: $417,338Net Income 2024: $191,2022024

Highlighted filing

2019

Revenue$626,976
Expenses$164,753
Net Income$462,223
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$641,412
Mission and Program Overview

Mission

To enhance the lives of companion animals through proactive programs such as spay/neuter, public education and adoption options. We are a group of highly committed, unpaid volunteers who have a passion for our mission and its goals.

To enhance the lives of companion animals through proactive programs such as spay/neuter, public education and adoption options.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$731,300$1,267,238▲ $535,938
Investments in Publicly Traded Securities$397,519$901,731▲ $504,212
Cash and Non-Interest-Bearing Accounts$384,491$415,623▲ $31,132
Rtn Earn Endowment Incm Other Fnds$49,389$49,389→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$782,010$1,317,354▲ $535,344
Liabilities
Accounts Payable and Accrued Expenses$1,321$727▼ $594
Total Liabilities$1,321$727▼ $594
Net Assets / Fund Balance
Total Net Assets Fund Balance$780,689$1,316,627▲ $535,938
Total Liabilities and Net Assets / Fund Balance$782,010$1,317,354▲ $535,344
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karen HarrisCAT Committee Chair
Ginny StottmanCommittee Chair S/n Vouchers
Courtney WrightMarketing Chair
Sharon MayesPresident
Mary CaseyVice President
Janine KnoerBoard Member at Large
Sharon OstendorfBoard Member at Large
Pam FriskEmeritus Board Member
Susan MeyerEmeritus Board Member
Tracy GarnerEmeritus Board Member
Melody BlakleyAssistant Treasurer
Angie ReevesSecretary
Jennifer FinnisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$546,857
Program Service Revenue
$37,536
Investment Income
$29,288
Other Revenue
$13,295
All Other Contributions
$546,857
Change in Net Assets
$462,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,353
Grants and Similar Amounts Paid$400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$60,110--$60,110
Occupancy-$10,200-$10,200
Insurance-$3,278-$3,278
Office Expenses-$2,135-$2,135
Advertising$1,709--$1,709
Fees for Services Accounting-$1,500-$1,500
Fees for Services Other-$441-$441
Grants to Domestic Orgs$400--$400
Fees for Service Investment Mgmnt Fees-$8-$8
Total Functional Expenses$147,191$17,562$0$164,753
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,351
Fundraising Direct Expenses$6,056
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tea Bag Mailer$8,245$8,245$1,050$7,195
Picture Pets With Santa$6,460$6,460$2,952$3,508
Total Events$19,351$19,351$6,056$13,295
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Made available during board meeting following filing.

Form 990, Part VI, Section C, Line 19

The organizations's governing documents, conflict of interest policy and form 990 are available for public inspection. Request may be made through the organizations' website or phone.

Filing and Contact Details

Filer

Filer Name
Shamrock Foundation Inc
EIN
61-1244026
Phone
5025853220
Address
PO BOX 24033, LOUISVILLE, KY 40224-0033

Signing Officer

Name
Jennifer Kaelin Finnis
Title
Treasurer
Phone
5025853220
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Mayes
Formed
1991
Legal Domicile
Ky
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
50

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
462 S FOURTH ST SUITE 2600, LOUISVILLE, KY 40202-3445
Preparer
Eleanor a Livingston CPA Mst
Phone
5027491900
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0273478
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt033174
IRS990/PYOtherExpensesAmt0183258
IRS990/PYOtherRevenueAmt019553
IRS990/PYProgramServiceRevenueAmt043881
IRS990/PYRevenuesLessExpensesAmt0186828
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0183258
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0370086
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0462223
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt037536
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt049389
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049389
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0620
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0546857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0273478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0208698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt078499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01179785
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08543
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05582
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013920
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010613
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015522
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt091002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt099698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0352515
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08543
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05582
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013920
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010613
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015522
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054180
IRS990ScheduleA/InvestmentIncomeCYPct00.03420
IRS990ScheduleA/InvestmentIncomePYPct00.04880
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96550
IRS990ScheduleA/PublicSupportPY509Pct00.95070
IRS990ScheduleA/PublicSupportTotal509Amt01531680
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0620
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0620
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0603744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0342868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0244236
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0163255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0178197
IRS990ScheduleA/Total509Grp/TotalAmt01532300
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0612287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0348450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0258156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0173868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0193719
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01586480
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/DirectContactLegislatorsInd00
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd00
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0SINCE ALL LOBBYING ACTIVITY IS CONDUCTED BY VOLUNTEERS, THERE ARE NO ASSOCIATED EXPENSES. APPROXIMATELY 10 HOURS WAS SPENT BY VOLUNTEERS ON LOBBYING ACTIVITIES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 3, PART II-B, LINE 1A
IRS990ScheduleC/TotalLobbyingExpendituresAmt00
IRS990ScheduleC/VolunteerHoursCnt010
IRS990ScheduleC/VolunteersInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06056
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PICTURE PETS WITH SANTA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TEA BAG MAILER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04646
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019351
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013295
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02054
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06056
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02952
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01050
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MADE AVAILABLE DURING BOARD MEETING FOLLOWING FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION. REQUEST MAY BE MADE THROUGH THE ORGANIZATIONS' WEBSITE OR PHONE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0782010
IRS990/TotalAssetsEOYAmt01317354
IRS990/TotalAssetsGrp/BOYAmt0782010
IRS990/TotalAssetsGrp/EOYAmt01317354
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0546857
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.61$0.42$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.34$0.31$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.18$0.24$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.33$0.23$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.17$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.63$0.16$0.46
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.37$0.18$0.19
2017Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.31$0.20$0.11
2016Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$0.20$0.24$0.04
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.20$0.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.17$0.22$0.05
2013Summary only. Only limited summary data is available for this year.$0.41$0.03$0.38$0.19$0.19$0.01
2012Summary only. Only limited summary data is available for this year.$0.40$0.03$0.37$0.21$0.18$0.03
2011Summary only. Only limited summary data is available for this year.$0.36$0.02$0.34$0.27$0.35$0.08
2010Summary only. Only limited summary data is available for this year.$0.43$0.01$0.43$0.17$0.18$0.01