Civic Intelligence

Shea Homes Foundation

990PF • Fiscal year 2015 • EIN 74-2530267

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization Profile
655 Brea Canyon RoadWalnut, CA 91789

(909) 594-0941

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

98th percentile

100%

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

66th percentile

8.8%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

38th percentile

-6.4%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$294,076

Up $23,768 (+8.8%) from 2014

Net Assets

Up

$294,076

Up $23,768 (+8.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Down

$21,171

Down $1,437 (-6.4%) from 2014

Expenses

Down

$10

Down $634 (-98%) from 2014

Net Income

Down

$21,161

Down $803 (-3.7%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$400K$300K$200K$100K$0Assets 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

2015

Assets$294,076
Liabilities$0
Net Assets$294,076
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

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

$200K$100K$0-$100KRevenue 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

2015

Revenue$21,171
Expenses$10
Net Income$21,161
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

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--
Filing and Contact Details

Filer

Filer Name
Shea Homes Foundation
EIN
74-2530267
Phone
9095940941
Address
655 BREA CANYON ROAD, WALNUT, CA 91789

Signing Officer

Name
Ronald L Lakey
Title
Vice President
Phone
9095940941
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Jf Shea Co Inc
Address
655 BREA CANYON RD, WALNUT, CA 91789
Preparer
Ronald L Lakey
Phone
9095949500
Raw XML Appendix339 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/InvestmentsCorporateStockGrp/EOYFMVAmt14965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm09,600 SHS - HEALTH CARE PROPERTY INVESTMENTS INC.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN F SHEA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER O SHEA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN C MORRISSEY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES G SHONTERE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT R O'DELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0476997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0477370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0540732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0520878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0457306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0416549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.216647
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RONALD L LAKEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0655 BREA CANYON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALNUT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091789
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09095949500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023427
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024774
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024774
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024774
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048201
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDEDUCTIBLE EXPENSE
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt025
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REVERSAL OF PY FILING FEE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt025
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02612
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD L LAKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09095940941
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEA HOMES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEA
ReturnHeader/Filer/EIN0742530267
ReturnHeader/Filer/PhoneNum09095940941
ReturnHeader/Filer/USAddress/AddressLine1Txt0655 BREA CANYON ROAD
ReturnHeader/Filer/USAddress/CityNm0WALNUT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091789
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941530032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JF SHEA CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0655 BREA CANYON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091789
ReturnHeader/PreparerPersonGrp/PhoneNum09095949500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD L LAKEY
ReturnHeader/ReturnTs02016-11-08T12:23:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$294,076
Liabilities
$0
Net assets
$294,076
Revenue
$21,171
Expenses
$10
Net income
$21,161
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
2011Summary only. Only limited summary data is available for this year.$2.94$0.00$0.17$0.14$0.03