Civic Intelligence

Morton D Shaffer Foundation Inc

990PF • Fiscal year 2016 • EIN 62-1822058

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 31, 2018

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

76th percentile

0.06x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

2.78x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-497%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-9.2%

Faster asset growth than 28% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

39%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$347,894

Down $35,105 (-9.2%) from 2015

Net Assets

Down

$326,894

Down $56,105 (-15%) from 2015

Liabilities

Up

$21,000

Up $21,000 from 2015

Revenue

Up

$7,564

Up $2,121 (+39%) from 2015

Expenses

Up

$45,155

Up $45,101 (+83520%) from 2015

Net Income

Down

-$37,591

Down $42,980 (-798%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$347,894
Liabilities$21,000
Net Assets$326,894

Operations Trend

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

2016

Revenue$7,564
Expenses$45,155
Net Income-$37,591
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 31, 2018
Return Version
2016v3.0
Compensation and Service Providers

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
2018-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Haw Aprio Llp
Address
FIVE CONCOURSE PARKWAY SUITE 1000, ATLANTA, GA 30328
Preparer
Sam L Tuck CPA
Phone
4048929651
Raw XML Appendix374 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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CashDistributionExplnStmt/ExplanationTxt0$21,000 OF GRANTS WERE PLEDGED IN 2016, BUT NOT PAID OUT UNTIL THE TAX YEAR ENDING DECEMBER 31, 2017. ($18,500) OF GRANTS WERE PLEDGED IN 2015, BUT NOT PAID OUT UNTIL TAX YEAR 2016. THESE GRANTS WERE TAKEN AS QUALIFIED DISTRIBUTIONS ON THE 2015 TAX RETURN. $2,500 CHANGE TO QUALIFIED DISTRIBUTIONS ALL GRANTS WERE MADE TO FURTHER THE MISSIONS OF EACH OF THE RECIPIENT ORGANIZATIONS AND WILL BE/WERE PAID WITHIN 12 MONTHS OF BEING PLEDGED.
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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/Amt010500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt15250
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt25250
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JUDE CHILDREN'S RESEARCH HOPSITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1NATIONWIDE CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2THE WILLIAM BREMAN JEWISH HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt05901 PEACHTREE DUNWOODY RD A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1700 CHILDRENS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt23150 HOWELL MILL RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd030328
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd143205
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd230327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATIONWIDE CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JUDE CHILDREN'S RESEARCH HOPSITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE WILLIAM BREMAN JEWISH HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0700 CHILDRENS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15901 PEACHTREE DUNWOODY RD A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23150 HOWELL MILL RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130328
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230327
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt021000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020500
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/AppliedToCurrentYearAmt020657
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020267
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0576
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0576
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0576
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0576
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020267
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014
OtherDecreasesSchedule/OtherDecreasesDetail/Amt118500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR PERIOD ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-5
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OAKTREE CAPITAL GROUP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-5
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-5
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt055
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH VIZZINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04043653528
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02E8452A6B68A62697A7B6C7332F1871C60F93A9B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06FC937248BD1D43AFECB7AF1E52340559CEAC91F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.87.234.180
ReturnHeader/FilingSecurityInformation/IPDt02018-01-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:35:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571157523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAW APRIO 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/PreparationDt02018-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM L TUCK CPA
ReturnHeader/ReturnTs02018-01-31T15:36:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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