Civic Intelligence

Morton D Shaffer Foundation Inc

990PF • Fiscal year 2015 • EIN 62-1822058

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 30, 2016

Organization Profile
PO Box 56205Atlanta, GA 30343

(404) 365-3528

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

1.4%

Faster asset growth than 53% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$382,999

Up $5,389 (+1.4%) from 2014

Net Assets

Up

$382,999

Up $5,389 (+1.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Down

$5,443

Down $14,622 (-73%) from 2014

Expenses

Down

$54

Down $11,794 (-100%) from 2014

Net Income

Down

$5,389

Down $2,828 (-34%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $377,087Liabilities 2011: $02011Assets 2012: $354,926Liabilities 2012: $02012Assets 2013: $369,413Liabilities 2013: $02013Assets 2014: $377,610Liabilities 2014: $0Net Assets 2014: $377,6102014Assets 2015: $382,999Liabilities 2015: $0Net Assets 2015: $382,9992015Assets 2016: $347,894Liabilities 2016: $21,000Net Assets 2016: $326,8942016Assets 2024: $156,550Liabilities 2024: $0Net Assets 2024: $156,5502024

Highlighted filing

2015

Assets$382,999
Liabilities$0
Net Assets$382,999
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$100K$50K$0-$50KRevenue 2011: $8,908Expenses 2011: $35,160Net Income 2011: -$26,2522011Revenue 2012: $9,485Expenses 2012: $32,214Net Income 2012: -$22,7292012Revenue 2013: $27,048Expenses 2013: $12,824Net Income 2013: $14,2242013Revenue 2014: $20,065Expenses 2014: $11,848Net Income 2014: $8,2172014Revenue 2015: $5,443Expenses 2015: $54Net Income 2015: $5,3892015Revenue 2016: $7,564Expenses 2016: $45,155Net Income 2016: -$37,5912016Revenue 2024: $19,554Expenses 2024: $64,836Net Income 2024: -$45,2822024

Highlighted filing

2015

Revenue$5,443
Expenses$54
Net Income$5,389
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 30, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA VIZZINIDirector-$0--
MEREDITH VIZZINIDirector-$0--
TODD MAZIARDirector-$0--
Filing and Contact Details

Filer

Filer Name
Morton D Shaffer Foundation Inc
EIN
62-1822058
Phone
4043653528
Address
PO BOX 56205, ATLANTA, GA 30343

Signing Officer

Name
Meredith Vizzini
Title
Director
Phone
4043653528
Signed
2016-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Habif Arogeti & Wynne Llp
Address
FIVE CONCOURSE PARKWAY SUITE 1000, ATLANTA, GA 30328
Preparer
Sam L Tuck CPA
Phone
4048929651
Raw XML Appendix340 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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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 56205
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030343
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04043653528
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt28500
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0THE WILLIAM BREMAN JEWISH HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1ATLANTA SPEECH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2ST JUDE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt03150 HOWELL MILL RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt13160 NORTHSIDE PKWY NW
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt25901 PEACHTREE DUNWOODY RD A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2ATLANTA
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd030327
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd130327
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd230328
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt018500
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0135
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018365
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020267
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018365
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-20
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OAKTREE CAPITAL GROUP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-20
TaxesSchedule/TaxesDetail/Amt054
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt054
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH VIZZINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04043653528
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORTON D SHAFFER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0621822058
ReturnHeader/Filer/PhoneNum04043653528
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 56205
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030343
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571157523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HABIF AROGETI & WYNNE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0FIVE CONCOURSE PARKWAY SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum04048929651
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM L TUCK CPA
ReturnHeader/ReturnTs02016-11-06T14:39:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$382,999
Liabilities
$0
Net assets
$382,999
Revenue
$5,443
Expenses
$54
Net income
$5,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.20$0.65$0.45
2016Detailed filing. Detailed filing data is available for this year.$3.48$0.21$3.27$0.08$0.45$0.38
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.05$0.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.20$0.12$0.08
2013Summary only. Only limited summary data is available for this year.$3.69$0.00$0.27$0.13$0.14
2012Summary only. Only limited summary data is available for this year.$3.55$0.00$0.09$0.32$0.23
2011Summary only. Only limited summary data is available for this year.$3.77$0.00$0.09$0.35$0.26