Civic Intelligence

Shea Hellervik Global Foundation

990PF • Fiscal year 2023 • EIN 82-1898053

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
59 W Fourth Street Suite 2500St Paul, MN 55102

(612) 961-3556

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

99th percentile

150%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-12%

Faster asset growth than 28% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$348,025

Down $49,569 (-12%) from 2022

Net Assets

Down

$346,415

Down $49,479 (-12%) from 2022

Liabilities

Down

$1,610

Down $90 (-5.3%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$33,067

Down $40,112 (-569%) from 2022

Expenses

Up

$16,412

Up $3,538 (+27%) from 2022

Net Income

Down

-$49,479

Down $43,650 (-749%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$600K$400K$200K$0Assets 2018: $264,242Liabilities 2018: $8,584Net Assets 2018: $255,6582018Assets 2019: $240,189Liabilities 2019: $1Net Assets 2019: $240,1892019Assets 2020: $404,590Liabilities 2020: $105Net Assets 2020: $404,4852020Assets 2021: $405,947Liabilities 2021: $4,224Net Assets 2021: $401,7232021Assets 2022: $397,594Liabilities 2022: $1,700Net Assets 2022: $395,8942022Assets 2023: $348,025Liabilities 2023: $1,610Net Assets 2023: $346,4152023Assets 2024: $348,914Liabilities 2024: $1,200Net Assets 2024: $347,7142024

Highlighted filing

2023

Assets$348,025
Liabilities$1,610
Net Assets$346,415
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2018: $4,900Expenses 2018: $31,218Net Income 2018: -$26,3182018Revenue 2019: $5,818Expenses 2019: $21,287Net Income 2019: -$15,4692019Revenue 2020: $196,144Expenses 2020: $31,848Net Income 2020: $164,2962020Revenue 2021: $14,412Expenses 2021: $17,174Net Income 2021: -$2,7622021Revenue 2022: $7,045Expenses 2022: $12,874Net Income 2022: -$5,8292022Revenue 2023: -$33,067Expenses 2023: $16,412Net Income 2023: -$49,4792023Revenue 2024: $12,974Expenses 2024: $11,675Net Income 2024: $1,2992024

Highlighted filing

2023

Revenue-$33,067
Expenses$16,412
Net Income-$49,479
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY CATHERINE SHEA HELLERVIKCEO-$0--
RJ HECKMANSecretary-$0--
CARRIE HECKMANCFO-$0--
LOWELL HELLERVICKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Shea Hellervik Global Foundation
EIN
82-1898053
Phone
6129613556
Address
59 W FOURTH STREET SUITE 2500, ST PAUL, MN 55102

Signing Officer

Name
Mary Catherine Shea Hellervik
Title
CEO
Phone
6129613556
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Murry & Associates LLC
Address
7575 GOLDEN VALLEY RD STE 119, GOLDEN VALLEY, MN 55427
Preparer
Ashley Miller
Phone
7635469340
Raw XML Appendix272 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY CATHERINE SHEA HELLERVIK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RJ HECKMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LOWELL HELLERVICK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt059 W FOURTH STREET SUITE 2500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt118731 MELROSE CHASE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2229 SOUTH GRAMERCY PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31031 CARSON TRAIL
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER OF INTEREST SHOULD BE SUBMITTED PROVIDING A BRIEF DESCRIPTION OF THE ORGANIZATIONS BACKGROUND, CURRENT PROJECTS, REASONS FOR INTEREST IN THE FOUNDATION AND HOW THEY ENVISION THE FOUNDATION COULD BE HELPFUL TO THEM. ORGANIZATIONS SHOULD ALSO INDICATE IF THEIR INTEREST IS FOR PROJECT/PROGRAM SUPPORT, RESEARCH OR OTHER ACTIVITY. CONTACT INFORMATION, INCLUDING A TELEPHONE NUMBER SHOULD BE INCLUDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ONCE A LETTER OF INTEREST HAS BEEN REVIEWED, THE ORGANIZATION WILL BE NOTIFIED BY THE FOUNDATION ON WHETHER OR NOT THEY WILL RECEIVE AN INVITATION TO APPLY FOR A GRANT.
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RETURN RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt062
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CONTRACT SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FACILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07383
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27383
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5341
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt613
TaxesSchedule/TaxesDetail/Amt0175
TaxesSchedule/TaxesDetail/Amt145
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1NIIT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0175
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt145
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY CATHERINE SHEA HELLERVIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06129613556
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEA HELLERVIK GLOBAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEA
ReturnHeader/Filer/EIN0821898053
ReturnHeader/Filer/PhoneNum06129613556
ReturnHeader/Filer/USAddress/AddressLine1Txt059 W FOURTH STREET SUITE 2500
ReturnHeader/Filer/USAddress/CityNm0ST PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461454776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURRY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07575 GOLDEN VALLEY RD STE 119
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GOLDEN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055427
ReturnHeader/PreparerPersonGrp/PhoneNum07635469340
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY MILLER
ReturnHeader/ReturnTs02024-05-14T15:53:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEA HELLERVIK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,025
Liabilities
$1,610
Net assets
$346,415
Revenue
-$33,067
Expenses
$16,412
Net income
-$49,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.01$3.48$0.13$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.02$3.46$0.33$0.16$0.49
2022Detailed filing. Detailed filing data is available for this year.$3.98$0.02$3.96$0.07$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.06$0.04$4.02$0.14$0.17$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.04$1.96$0.32$1.64
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.06$0.21$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.64$0.09$2.56$0.05$0.31$0.26