Civic Intelligence

Shea Homes Foundation

990PF • Fiscal year 2011 • EIN 74-2530267

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 30, 2012

655 Brea Canyon Road91789
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$293,634

Flat from 2011

Net Assets

$293,634

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$14,061

Flat from 2011

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.

$400K$300K$200K$100K$0Assets 2011: $293,634Liabilities 2011: $0Net Assets 2011: $293,6342011Assets 2011: $293,634Liabilities 2011: $12011Assets 2012: $306,648Liabilities 2012: $0Net Assets 2012: $306,6482012Assets 2013: $248,348Liabilities 2013: $02013Assets 2014: $270,308Liabilities 2014: $0Net Assets 2014: $270,3082014Assets 2015: $294,076Liabilities 2015: $0Net Assets 2015: $294,0762015Assets 2016: $308,967Liabilities 2016: $0Net Assets 2016: $308,9672016Assets 2017: $325,204Liabilities 2017: $0Net Assets 2017: $325,2042017Assets 2018: $321,159Liabilities 2018: $0Net Assets 2018: $321,1592018Assets 2019: $327,950Liabilities 2019: $0Net Assets 2019: $327,9502019Assets 2020: $230,035Liabilities 2020: $0Net Assets 2020: $230,0352020Assets 2021: $184,578Liabilities 2021: $0Net Assets 2021: $184,5782021Assets 2022: $144,867Liabilities 2022: $0Net Assets 2022: $144,8672022Assets 2023: $119,888Liabilities 2023: $0Net Assets 2023: $119,8882023Assets 2024: $131,586Liabilities 2024: $0Net Assets 2024: $131,5862024

Highlighted filing

2011

Assets$293,634
Liabilities$0
Net Assets$293,634

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $14,0612011Revenue 2011: $16,924Expenses 2011: $14,061Net Income 2011: $2,8632011Expenses 2012: $9482012Revenue 2013: $17,720Expenses 2013: $76,020Net Income 2013: -$58,3002013Revenue 2014: $22,608Expenses 2014: $644Net Income 2014: $21,9642014Revenue 2015: $21,171Expenses 2015: $10Net Income 2015: $21,1612015Revenue 2016: $11,821Expenses 2016: $35Net Income 2016: $11,7862016Revenue 2017: $15,979Expenses 2017: $10Net Income 2017: $15,9692017Revenue 2018: -$5,576Expenses 2018: $10Net Income 2018: -$5,5862018Revenue 2019: $12,515Expenses 2019: $5,918Net Income 2019: $6,5972019Revenue 2020: $11,361Expenses 2020: $110,481Net Income 2020: -$99,1202020Revenue 2021: $5,211Expenses 2021: $50,768Net Income 2021: -$45,5572021Revenue 2022: $10,364Expenses 2022: $50,075Net Income 2022: -$39,7112022Revenue 2023: $10,321Expenses 2023: $35,300Net Income 2023: -$24,9792023Revenue 2024: $11,723Expenses 2024: $25Net Income 2024: $11,6982024

Highlighted filing

2011

Revenue-
Expenses$14,061
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 30, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F SHEAPresident-$0--
PETER O SHEAVice President-$0--
JOHN C MORRISSEYVice President-$0--
RONALD L LAKEYVice President-$0--
JAMES G SHONTERESecretary-$0--
ROBERT R O'DELLTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCALIFORNIA HOMEBUILDING FOUNDATIONTO FURTHER EXEMPT PURPOSESNON-PROFITSACRAMENTO, CA, US$10,000
Paid GrantHOME AID NORTHERN CALIFORNIATO FURTHER EXEMPT PURPOSESNON-PROFITSAN RAMON, CA, US$2,300
Paid GrantMAYFIELD SENIOR SCHOOLTO FURTHER EXEMPT PURPOSESNON-PROFITPASADENA, CA, US$500
Paid GrantHOSPICE INSPIRISTO FURTHER EXEMPT PURPOSESNON-PROFITPHOENIX, AZ, US$250
Paid GrantSACRAMENTO THEATRE COMPANYTO FURTHER EXEMPT PURPOSESNON-PROFITSACRAMENTO, CA, US$100
Filing and Contact Details

Filer

EIN
74-2530267
Raw XML AppendixShowing 400 of 432 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock09,600 SHS - HEALTH CARE PROPERTY INVESTMENTS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SIDE INVESTORS II, LLC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN F SHEA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PETER O SHEA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOHN C MORRISSEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3RONALD L LAKEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JAMES G SHONTERE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5ROBERT R O'DELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRESIDENT
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IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/StatesFiledWith1CO
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10NOT APPLICABLE
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO FURTHER EXEMPT PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO FURTHER EXEMPT PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO FURTHER EXEMPT PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO FURTHER EXEMPT PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4TO FURTHER EXEMPT PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HOME AID NORTHERN CALIFORNIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MAYFIELD SENIOR SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SACRAMENTO THEATRE COMPANY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CALIFORNIA HOMEBUILDING FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HOSPICE INSPIRIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10200 PORTER DRIVE SUITE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11500 BELLEFONTAINE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121419 H STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131215 K STREET SUITE 1201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142025 N 3RD STREET SUITE 205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAN RAMON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PASADENA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SACRAMENTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SACRAMENTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PHOENIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0945835160
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1911052439
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2958141901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode395814
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode485004
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013150
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear013150
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022544
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1070
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2039641
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30107133
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40613909
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50933980
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus09394
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY09394
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50924586
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0760753
IRS990PF/UndistributedIncome/ExcessFromYear1070
IRS990PF/UndistributedIncome/ExcessFromYear2039641
IRS990PF/UndistributedIncome/ExcessFromYear30107133
IRS990PF/UndistributedIncome/ExcessFromYear40613909
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions013150
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01685339
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01694733
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0INTEREST EXPENSE FROM PASSTHROUGH
OtherExpensesSchedule/OtherExpenses/Description1OTHER DEDUCTIONS FROM PASSTHROUGH
OtherExpensesSchedule/OtherExpenses/Description2PORTFOLIO DEDUCTION FROM PASSTHROUGH
OtherExpensesSchedule/OtherExpenses/Description3STATUTORY FILING FEES
OtherExpensesSchedule/OtherExpenses/Description4DISALLOWED EXPENSES
OtherExpensesSchedule/OtherExpenses/Description5ORDINARY LOSS FROM PASSTHROUGH
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps40
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps50
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome18
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome213
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome325
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome40
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome5747
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks18
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks213
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks325
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks434
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks5747
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome033
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome13
OtherIncomeSchedule2/OtherIncome/Description0RENTAL INCOME FROM PASSTHROUGH
OtherIncomeSchedule2/OtherIncome/Description1OTHER INCOME FROM PASSTHROUGH
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome033
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome13
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks033

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.12$0.00$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10$0.35$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.50$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.05$0.51$0.46
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.11$1.10$0.99
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.13$0.06$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.06$0.00$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.16$0.00$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.12$0.00$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.21$0.00$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.23$0.01$0.22
2013Summary only. Only limited summary data is available for this year.$2.48$0.00$0.18$0.76$0.58
2012Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.01
2011Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.14
2011Summary only. Only limited summary data is available for this year.$2.94$0.00$0.17$0.14$0.03