Civic Intelligence

The Shearwater Foundation

990PF • Fiscal year 2012 • EIN 63-1280360

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 15, 2013

Organization Profile
PO Box 208835804
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

65th percentile

4.5%

Faster asset growth than 65% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,144,127

Up $48,972 (+4.5%) from 2011

Net Assets

Up

$1,144,127

Up $48,972 (+4.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$62,016

Down $3,238 (-5.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,095,155Liabilities 2011: $0Net Assets 2011: $1,095,1552011Assets 2012: $1,144,127Liabilities 2012: $0Net Assets 2012: $1,144,1272012Assets 2013: $1,149,260Liabilities 2013: $2,000Net Assets 2013: $1,147,2602013Assets 2014: $1,109,754Liabilities 2014: $0Net Assets 2014: $1,109,7542014Assets 2015: $1,019,721Liabilities 2015: $0Net Assets 2015: $1,019,7212015Assets 2016: $993,718Liabilities 2016: $52,000Net Assets 2016: $941,7172016Assets 2017: $1,060,044Liabilities 2017: $0Net Assets 2017: $1,060,0442017Assets 2018: $961,756Liabilities 2018: $0Net Assets 2018: $961,7562018Assets 2019: $1,034,307Liabilities 2019: $0Net Assets 2019: $1,034,3072019Assets 2020: $1,075,754Liabilities 2020: $0Net Assets 2020: $1,075,7542020Assets 2021: $1,135,823Liabilities 2021: $0Net Assets 2021: $1,135,8232021Assets 2022: $924,941Liabilities 2022: $0Net Assets 2022: $924,9412022Assets 2023: $995,320Liabilities 2023: $0Net Assets 2023: $995,3202023Assets 2024: $1,069,545Liabilities 2024: $0Net Assets 2024: $1,069,5452024

Highlighted filing

2012

Assets$1,144,127
Liabilities$0
Net Assets$1,144,127
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2011: $65,2542011Expenses 2012: $62,0162012Revenue 2013: $40,880Expenses 2013: $70,618Net Income 2013: -$29,7382013Revenue 2014: $55,152Expenses 2014: $71,836Net Income 2014: -$16,6842014Revenue 2015: $44,063Expenses 2015: $58,870Net Income 2015: -$14,8072015Revenue 2016: $22,760Expenses 2016: $56,208Net Income 2016: -$33,4482016Revenue 2017: $55,284Expenses 2017: $66,530Net Income 2017: -$11,2462017Revenue 2018: $59,348Expenses 2018: $89,391Net Income 2018: -$30,0432018Revenue 2019: $85,192Expenses 2019: $86,864Net Income 2019: -$1,6722019Revenue 2020: $31,923Expenses 2020: $98,609Net Income 2020: -$66,6862020Revenue 2021: $57,891Expenses 2021: $68,423Net Income 2021: -$10,5322021Revenue 2022: $29,709Expenses 2022: $62,144Net Income 2022: -$32,4352022Revenue 2023: $29,590Expenses 2023: $67,661Net Income 2023: -$38,0712023Revenue 2024: $57,475Expenses 2024: $66,923Net Income 2024: -$9,4482024

Highlighted filing

2012

Revenue-
Expenses$62,016
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J MILTON HARRISPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRIENDS OF THE ENVIRONMENTGENERAL SUPPORT-MARSH HARBOUR, BF$14,000
Paid GrantIMPACT ALABAMAGENERAL SUPPORT-BIRMINGHAM, AL, US$10,000
Paid GrantTHE NATURE CONSERVANCYGENERAL SUPPORT-BIRMINGHAM, AL, US$10,000
Paid GrantTHE NOMAD FOUNDATIONGENERAL SUPPORT-OJAI, CA, US$10,000
Paid GrantOUR KIDS INCGENERAL SUPPORT-NASHVILLE, TN, US$9,000
Paid GrantHSV TN VALLEY AMBUCSGENERAL SUPPORT-MADISON, AL, US$6,000
Filing and Contact Details

Filer

EIN
63-1280360
Raw XML Appendix352 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/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome032906
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0192364
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome036250
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0725
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0J MILTON HARRIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103309 LOOKOUT DRIVE
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2CAPITAL GAIN DISTRIBUTIONS ON SECURITIES
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0J MILTON HARRIS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HSV TN VALLEY AMBUCS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11OUR KIDS INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12IMPACT ALABAMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE NOMAD FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15FRIENDS OF THE ENVIRONMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/AddressLine10PO BOX AB20755
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/City0MARSH HARBOUR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/Country0BF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/ProvinceOrState0ABACO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 1423
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111804 HAYES STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121901 6TH AVENUE NORTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132100 FIRST AVE NORTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14307 E OJAI AVE 103
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20STE 2400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BIRMINGHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BIRMINGHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4OJAI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0AL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2AL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3AL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode035758
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode137203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode235203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode335203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode493023
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear059000
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/AppliedToCurrentYear055984
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted055984
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106787
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20966
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302208
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear501958
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear501958
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear012977
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03016
IRS990PF/UndistributedIncome/ExcessFromYear106787
IRS990PF/UndistributedIncome/ExcessFromYear20966
IRS990PF/UndistributedIncome/ExcessFromYear302208
IRS990PF/UndistributedIncome/QualifyingDistributions059000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03016
IRS990PF/UndistributedIncome/TotalCorpus014935
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover011919
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks055
OtherIncreasesSchedule/OtherIncreases/Amount099535
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
SubstantialContributorsSch/SubstantialContributor/PersonName0J MILTON HARRIS
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine103309 LOOKOUT DRIVE SE
SubstantialContributorsSch/SubstantialContributor/USAddress/City0HUNTSVILLE
SubstantialContributorsSch/SubstantialContributor/USAddress/State0AL
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode035801
TaxesSchedule/Taxes/Amount01599
TaxesSchedule/Taxes/Amount1292
TaxesSchedule/Taxes/Category0INCOME TAXES
TaxesSchedule/Taxes/Category1FOREIGN TAXES
TaxesSchedule/Taxes/NetInvestmentIncome0292
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0631280360
ReturnHeader/Filer/Name/BusinessNameLine10THE SHEARWATER FOUNDATION
ReturnHeader/Filer/NameControl0SHEA
ReturnHeader/Filer/Phone02565330529
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2088
ReturnHeader/Filer/USAddress/City0HUNTSVILLE
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035804
ReturnHeader/Officer/DateSigned02013-07-15
ReturnHeader/Officer/Name0MILTON HARRIS
ReturnHeader/Officer/Phone02565330529
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-07-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ANGLINREICHMANNSNELLGROVE&ARMSTRONGPC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10305 QUALITY CIRCLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HUNTSVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0358065539
ReturnHeader/Preparer/Name0GARY ANGLIN CPA
ReturnHeader/Preparer/Phone02565331040
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-31T15:19:10-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,144,127
Liabilities
$0
Net assets
$1,144,127
Revenue
-
Expenses
$62,016
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.03$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.05$0.94$0.02$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07