Civic Intelligence

Shirley & David Allen Foundation

990PF • Fiscal year 2015 • EIN 76-0702130

Jan 01, 2015 to Dec 31, 2015 • Filed on May 25, 2016

4441 86th Ave SEMercer Island, WA 98040-4145

(206) 734-4296

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

11th percentile

-51%

Higher net margin than 11% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-54%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,111,960

Down $23,685 (-2.1%) from 2014

Net Assets

Down

$1,111,960

Down $23,685 (-2.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$46,620

Down $54,715 (-54%) from 2014

Expenses

Up

$70,305

Up $8,397 (+14%) from 2014

Net Income

Down

-$23,685

Down $63,112 (-160%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,099,027Liabilities 2011: $02011Assets 2012: $1,092,691Liabilities 2012: $02012Assets 2013: $1,096,218Liabilities 2013: $02013Assets 2014: $1,135,645Liabilities 2014: $0Net Assets 2014: $1,135,6452014Assets 2015: $1,111,960Liabilities 2015: $0Net Assets 2015: $1,111,9602015Assets 2016: $1,056,509Liabilities 2016: $0Net Assets 2016: $1,056,5092016Assets 2017: $1,045,000Liabilities 2017: $0Net Assets 2017: $1,045,0002017Assets 2018: $1,046,422Liabilities 2018: $0Net Assets 2018: $1,046,4222018Assets 2019: $1,033,117Liabilities 2019: $0Net Assets 2019: $1,033,1172019Assets 2020: $1,044,165Liabilities 2020: $0Net Assets 2020: $1,044,1652020Assets 2021: $1,069,294Liabilities 2021: $0Net Assets 2021: $1,069,2942021Assets 2022: $1,059,702Liabilities 2022: $1,576Net Assets 2022: $1,058,1262022Assets 2023: $1,062,629Liabilities 2023: $1,7992023Assets 2024: $1,026,626Liabilities 2024: $1,656Net Assets 2024: $1,024,9702024

Highlighted filing

2015

Assets$1,111,960
Liabilities$0
Net Assets$1,111,960

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $74,167Expenses 2011: $42,391Net Income 2011: $31,7762011Revenue 2012: $45,155Expenses 2012: $51,491Net Income 2012: -$6,3362012Revenue 2013: $77,288Expenses 2013: $73,761Net Income 2013: $3,5272013Revenue 2014: $101,335Expenses 2014: $61,908Net Income 2014: $39,4272014Revenue 2015: $46,620Expenses 2015: $70,305Net Income 2015: -$23,6852015Revenue 2016: $32,282Expenses 2016: $87,733Net Income 2016: -$55,4512016Revenue 2017: $81,421Expenses 2017: $92,930Net Income 2017: -$11,5092017Revenue 2018: $90,855Expenses 2018: $89,433Net Income 2018: $1,4222018Revenue 2019: $83,038Expenses 2019: $96,332Net Income 2019: -$13,2942019Revenue 2020: $103,194Expenses 2020: $92,146Net Income 2020: $11,0482020Revenue 2021: $142,382Expenses 2021: $117,253Net Income 2021: $25,1292021Revenue 2022: $92,280Expenses 2022: $103,436Net Income 2022: -$11,1562022Revenue 2023: $97,617Expenses 2023: $94,690Net Income 2023: $2,9272023Revenue 2024: $69,870Expenses 2024: $105,873Net Income 2024: -$36,0032024

Highlighted filing

2015

Revenue$46,620
Expenses$70,305
Net Income-$23,685
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 25, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALFRED SULLIVANTreasurer-$0--
SHIRLEY ALLENPresident-$0--
LUCY SULLIVANDirector-$0--
HOLLY ALLENDirector-$0--
VINIT ALLENDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKIWANIS CLUBCOMMUNITY SERVICESSEC501(C)(3)INDIANAPOLIS, IN, US$15,000
Paid GrantSALVATION ARMYHUMANITARIAN SERVICESSEC501(C)(3)SEATTLE, WA, US$2,500
Paid GrantLAKE COUNTY FIRE RELIEFGENERAL SUPPORTSEC501(C)(3)SANTA ROSA, CA, US$2,000
Paid GrantLEAGUE TO SAVE LAKE TAHOEGENERAL SUPPORTSEC501(C)(3)SOUTH LAKE TAHOE, CA, US$1,850
Paid GrantAM SOC PREV CRUELTY TO ANIMALSANIMAL PROTECTIONSEC501(C)(3)NEW YORK, NY, US$1,000
Paid GrantCATCHING THE DREAMGENERAL SUPPORTSEC501(C)(3)PHILADELPHIA, PA, US$1,000
Paid GrantCHILDREN'S INSTITUTECHILDREN'S PROGRAMSSEC501(C)(3)RENTON, WA, US$1,000
Paid GrantCOMPASSION WITHOUT BORDERSANIMAL PROTECTIONSEC501(C)(3)SANTA ROSA, CA, US$1,000
Paid GrantDOCTORS WITHOUT BORDERSHUMANITARIAN SERVICESSEC501(C)(3)NEW YORK, NY, US$1,000
Paid GrantLITERACY VOLUNTEERS OF TUCSONCOMMUNITY SERVICESSEC501(C)(3)TUCSON, AZ, US$1,000
Paid GrantMETROPOLITAN OPERA GUILDARTS ENRICHMENTSEC501(C)(3)NEW YORK, NY, US$1,000
Paid GrantMILLIONAIRE CLUB CHARITYCOMMUNITY SERVICESSEC501(C)(3)SEATTLE, WA, US$1,000
Paid GrantMOCKINGBIRD SOCIETYCHILDREN'S PROGRAMSSEC501(C)(3)SEATTLE, WA, US$1,000
Paid GrantNATIONAL PARKS CONSERVATION ASSOCENVIRONMENTAL PROTECTIONSEC501(C)(3)WASHINGTON, DC, US$1,000
Paid GrantNATIONAL RESOURCE DEFENCE COUNCILEENVIRONMENTAL PROCETIONSEC501(C)(3)NEW YORK, NY, US$1,000
Paid GrantOCEAN CONSERVANCYGENERAL SUPPORTSEC501(C)(3)WASHINGTON, DC, US$1,000
Paid GrantROTARY FIRST HARVESTCOMMUNITY SERVICESSEC501(C)(3)SEATTLE, WA, US$1,000
Paid GrantSIERRA CLUBENVIRONMENTAL PROTECTIONSEC501(C)(3)SAN FRANCISCO, CA, US$1,000
Paid GrantSIERRA SENIOR SERVICESCOMMUNITY SERVICESSEC501(C)(3)TRUCKEE, CA, US$1,000
Paid GrantSIOUX NATION RELIEF FUNDCOMMUNITY SERVICESSEC501(C)(3)RAPID CITY, SD, US$1,000
Paid GrantTREEHOUSECOMMUNITY SERVICESSEC501(C)(3)SEATTLE, WA, US$1,000
Paid GrantUA FOUNDATION-ALLEN FAMILY LIB FUNDCOMMUNITY SERVICESSEC501(C)(3)TUCSON, AZ, US$1,000
Paid GrantWILDERNESS SOCIETYENVIRONMENTAL PROTECTIONSEC501(C)(3)WASHINGTON, DC, US$1,000
Paid GrantYOSEMITE FUNDENVIRONMENTAL PROTECTIONSEC501(C)(3)SAN FRANCISCO, CA, US$1,000
Paid GrantALZHEIMERS ASSNGENERAL SUPPORTSEC501(C)(3)CHICAGO, IL, US$500
Paid GrantAMERICAN INSTITUTE CANCER RESEARCHGENERAL SUPPORTSEC501(C)(3)WASHINGTON, DC, US$500
Paid GrantARIZONA OPERA-TUCSON EDUCATION PROGGENERAL SUPPORTSEC501(C)(3)PHOENIX, AZ, US$500
Paid GrantARTS FOR THE SCHOOLSCHILDREN'S PROGRAMSSEC501(C)(3)TRUCKEE, CA, US$500
Paid GrantMAKE A WISH SAN FRANCISCOCOMMUNITY SERVICESSEC501(C)(3)SAN FRANCISCO, CA, US$500
Paid GrantNATURE CONSERVANCYENVIRONMENTAL PROTECTIONSEC501(C)(3)ARLINGTON, VA, US$500
Paid GrantNORTH TAHOE AAUW EDUCATION FOUNDATIGENERAL SUPPORTSEC501(C)(3)WASHINGTON, DC, US$500
Paid GrantOXFAMHUMANITARIAN SERVICESSEC501(C)(3)BOSTON, MA, US$500
Paid GrantPATRONATO SAN XAVIERGENERAL SUPPORTSEC501(C)(3)TUCSON, AZ, US$500
Paid GrantPIMA LIBRARY FOUNDATIONCOMMUNITY SERVICESSEC501(C)(3)TUCSON, AZ, US$500
Paid GrantPLACER CO SEARCH & RESCUECOMMUNITY SERVICESSEC501(C)(3)TAHOE CITY, CA, US$500
Paid GrantPRIMVERA FOUNDATIONCOMMUNITY SERVICESSEC501(C)(3)TUCSON, AZ, US$500
Paid GrantPROJECT MANACOMMUNITY SERVICESSEC501(C)(3)INCLINE VILLAGE, NV, US$500
Paid GrantSAVE THE BAYENVIRONMENTAL PROTECTIONSEC501(C)(3)OAKLAND, CA, US$500
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITCOMMUNITY SERVICESSEC501(C)(3)MEMPHIS, TN, US$500
Paid GrantTAHOE RIM TRAIL ASSNENVIRONMENTAL PROTECTIONSEC501(C)(3)STATELINE, NV, US$500
Paid GrantTUCSON COMMUNITY FOOD BANKCOMMUNITY SERVICESSEC501(C)(3)TUCSON, AZ, US$500
Paid GrantTUCSON MUSEUM OF ARTCOMMUNITY SERVICESSEC501(C)(3)TUCSON, AZ, US$500
Paid GrantNORTH LAKE TAHOE HISTORICAL SOCIETYCOMMUNITY SERVICESSEC501(C)(3)TAHOE CITY, CA, US$250
Paid GrantSMILE TRAINCOMMUNITY SERVICESSEC501(C)(3)NEW YORK, NY, US$250
Paid GrantSPCA FOR MONTEREY COUNTYANIMAL PROTECTIONSEC501(C)(3)MONTEREY, CA, US$250
Paid GrantSQUAW VALLEY CHAPELCOMMUNITY SERVICESSEC501(C)(3)TAHOE CITY, CA, US$250
Paid GrantTMC FOUNDATIONFOOD CONSERVATION PRGMSEC501(C)(3)TUCSON, AZ, US$250
Paid GrantCALIFORNIA STATE PARKSCOMMUNITY SERVICESSEC501(C)(3)SAN FRANCISCO, CA, US$195
Paid GrantNATIONAL WILDLIFE FEDERATIONENVIRONMENTAL PROTECTIONSEC501(C)(3)MERRIFIELD, VA, US$150
Paid GrantBEST BUDDIESGENERAL SUPPORTSEC501(C)(3)PHOENIX, AZ, US$100
Paid GrantTRAILS & VISTASCOMMUNITY SERVICESSEC501(C)(3)TRUCKEE, CA, US$100
Filing and Contact Details

Filer

Filer Name
Shirley & David Allen Foundation
EIN
76-0702130
Phone
2067344296
Address
4441 86TH AVE SE, MERCER ISLAND, WA 98040-4145

Signing Officer

Name
Alfred Sullivan
Title
Treasurer
Phone
2067344296
Signed
2016-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Sterling Kuder & Company Ps
Address
7525 SE 24TH ST STE 110, MERCER ISLAND, WA 98040-2339
Preparer
John a Kuder
Phone
2062754228
Raw XML AppendixShowing 400 of 761 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0US TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0148104
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0139612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0674298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0943893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0US TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0112154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0US TRUST - REITS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1US TRUST - COMMODITIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALFRED SULLIVAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHIRLEY ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LUCY SULLIVAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HOLLY ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4VINIT ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46TUCSON COMMUNITY FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47TUCSON MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48UA FOUNDATION-ALLEN FAMILY LIB FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt49WILDERNESS SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt50YOSEMITE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEC501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SEC501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2SEC501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3SEC501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4SEC501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5SEC501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6SEC501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7SEC501(C)(3)

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.02$0.07$0.11$0.04
2023Summary only. Only limited summary data is available for this year.$1.06$0.00$0.10$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.10$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.14$0.12$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.10$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.09$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.08$0.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.03$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.10$0.06$0.04
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$0.08$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.07$0.04$0.03